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Draw figures by census tract can be used in both Targeted Marketing and InsertPlus. A route may cross census tract boundaries; the percentage of a route’s draw that lies within a particular census tract may be set up with the route, and periodically updated using this utility.
Update Census Tract % looks at the census tract entered for each subscriber on a route and recalculates the census tract percentages to reflect current circulation. A report listing the old and new percentages is created by the process.
Select Update Census Tract% from the Account menu to display the Census Tract % Report screen.
Select Add and enter the product for which census tract percentages should be recalculated (enter “*” to multi-select products).
Select Continue to update percentages and produce the report.
AAM reporting is done by Town of 25 and Zip code. Because home delivery routes may cross AAM zone, Town of 25 or Zip code boundaries, it is necessary to know what percentage of a route’s draw lies in each area. The percentages are set up with the route (see Distribution Point in the Setup Manual), and when the publishing run ends (or returns or adjustments are entered) the percentages are used to update AAM history. The AAM reports are based on this history.
Note: Business Rules determine whether AAM history is kept by Zip code.
For example, let’s say route 12 was 75% in Zip code 55107 and 25% in Zip code 55110. On a given day, the publishing run calculated a draw of 80 for this route. The draw would be broken down for AAM history: 60 would be allocated to Zip code 55107, and the remaining 20 to Zip code 55110.
As time passes and circulation patterns (and route boundaries) change, these percentages lose their accuracy—perhaps after a while only 50% of route 12’s subscribers live in Zip code 55107. But the same percentages are still being used for AAM reports, so 55107 figures are inflated, while 55110 figures are deflated.
You can use Compare/Update AAM % to update Town of 25 and Zip code percentages so that they reflect the current circulation. The utility will look at all subscribers on a route and, based on address information, recalculate the percentages. A report listing the new percentages is created as part of the process, and you have the option to run the utility just as a report (with no updating).
You should update AAM percentages once a month, or whenever there is a change (such as mass rerouting) that could affect the percentages. For performance reasons, AAM percentages are not updated automatically with the publishing run. Also, you may elect to print the report only in order to review the changes that will be made before updating the percentages. Always print a copy of this report for AAM audit purposes.
Select Compare/Update AAM% from the Account menu to display the Compare AAM Percent Report screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the product for which to update AAM percentages (enter “*” to multi-select products).
ROUTE TYPE
predefined
Indicate which route type should have AAM percentages updated. Route types are user-defined categories (see Route Type in the Setup Manual).
PRINT REPORT
yes/no
Indicate whether the Compare AAM Percent Report should be created.
UPDATE METHOD
predefined
Specify whether to update AAM percentages for Town of 25, Zip code, both, or neither (enter neither if you are creating the report only).
Select Continue to update percentages and produce the report.
The number of households on each home delivery route includes both subscribers and non-subscribers; this figure is used in InsertPlus. Initially, the number of households is entered into the system when the route is set up. This number may grow inaccurate in time due to changed route boundaries or other causes.
Use Update # Households to recalculate the number of households on a route based on the number of addresses in the database assigned to the route. A report listing the old and new household figures is created in the process, and you may run the utility for the report only.
Select Update # Households from the Account menu to display the Household Count Report screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the product for which to update households (enter “*” to multi-select products).
UPDATE
yes/no
Indicate whether the household count for each route delivering this product should be recalculated. If you only wish to create the report, enter “n” here.
Select Continue to update households and produce the report.
Use this utility to automatically change the amounts you charge or credit accounts for specific recurring charges. If you charge accounts different amounts for a specific charge (such as bond deposit), you must run the utility separately for each amount.
Select Change Recur Charge from the Account menu to display the Recurring Charges Change Report screen.
Select Add and complete the following fields.
Select Continue to change the charge amount and produce the Change Recur Charge Report, which lists all accounts whose recurring charge amounts were changed.
Rate Check is a useful tool for querying or troubleshooting your account rating structure; it displays all of the rules and rule-rate links for which an account qualifies, in the correct hierarchy.
Note:
This utility is not intended for use with bill-to accounts. Use the delivery account instead; it will produce the same results as could be expected from using the bill-to account.
Select Rate Check from the Account menu to display the Account Rate Check screen.
Complete the following fields.
Select Continue to complete the rate query. The Account Rate Check report is displayed, listing each rate for which the account qualifies. All of the rules and the rule-rate link for the rate are displayed. The first rate displayed will be the highest in the hierarchy, the next one the next highest, and so on.
DATE
date
Enter a date on which to base the rate check. The account and rates will be assessed as of this date.
ACCOUNT
setup
Enter the account number of a delivery or non-delivery account. This utility is not intended for use with bill-to accounts.
PRODUCT
setup
Enter the publication or TM product for which the account’s rate should be selected.
DELIVERY ACCOUNT
yes/no
If this account is set up as both a delivery and non-delivery carrier, indicate if you want to see the delivery or non-delivery rates.
ENTITY TYPE
predefined
If this is a non-delivery carrier, indicate whether you want to display rates for individual routes or all routes in a district.
DISTRICT
setup
If the field above is set to “district”, enter the district for which rates should be displayed.
ROUTE
setup
Enter the route for which rates should be displayed.
AAM ZONE
setup
Rates can differ based on the subscriber’s AAM zone. Enter the AAM zone to include in this rate query, or enter “*” to multi-select AAM zones.
DELIVERY SCHED
setup
Rates will differ based on the subscriber’s delivery schedule. If this is a home delivery carrier, enter the delivery schedule for which to display rates, or enter “*” to multi-select delivery schedules.
DRAW TYPE
predefined
Rates will differ based on draw type. If this is a home delivery carrier, specify the draw type for which to display rates (office pay, carrier collect, paid comp, unpaid comp, samples, service, third party, TMC). Enter “*” to multi-select draw types. If this is a single copy route, “single copy” is displayed.
RATE CODE
setup
If this is a home delivery route, the rates may vary based on the subscriber’s rate code. If so, enter the subscriber rate codes for which the account’s rates should be displayed (enter “*” to multi-select rate codes).
PAPER COUNT
integer (7)
An account’s rates can differ based on the number of papers delivered on a given day. Enter the number of papers for which to display rates (leave this field set to 0 to display rates regardless of paper count).
BONUS DAY DRAW
yes/no
Indicate whether the option should find rate valid for bonus days. Leave this field set to “n” unless you are specifically looking for bonus day rates.
This section guides the user through the menu options that are available under the Account menu.
PRODUCT
setup
Enter the product for which to change recurring charges (enter “*” to multi-select products).
CHARGE CODE
setup
Enter the charge/credit code to change.
LAST DATE
date
Enter the last date that the old charge amount is valid.
OLD AMOUNT,
NEW AMOUNT
decimal (10)
If this is a flat charge, enter the old and new amounts of the charge code. Only accounts who are charged OLD AMOUNT for the charge code will be changed to NEW AMOUNT.
OLD PERCENT,
NEW PERCENT
decimal (6)
If this is a percent charge, enter the old and new percents for the charge. The same rules apply as for flat charges.
You can use this utility to quickly enter adjustments to account balances (usually done when transferring balances from an old system).
Note:
All amounts entered are added to the account’s existing balance. Once you are “live” on Circulation, select this option only on instruction from the Newscycle Support Center.
Select Balances from the Account menu to display the Balances screen.
Enter the company and bill source for the accounts being adjusted, and the current date and the ending date of each aging period in the old circulation system.
When you have entered this information, more data entry fields appear so you can enter balance information for each account. The following table shows what to enter.
ACCOUNT
setup
Enter the account ID in Circulation.
TOTAL
decimal (10)
Enter the total amount this account owes.
CURRENT
decimal (10)
Enter the portion of Total currently due.
PERIOD 1 PERIOD 2 PERIOD 3
decimal (10) decimal (10) decimal (10)
Enter the portion of TOTAL due in the respective aging periods (in your old circulation system). The sum of Current, Period 1, Period 2, and Period 3 must equal Total.
When you have entered the balances for all of your accounts, press F4 to exit to the main menu.
This option allows you to change an account’s bill source. For example, you might change an account from weekly to monthly billing because he or she has turned 18. Because accounts are organized in the system by company and bill source, Change Bill Source will also move all payments, open items, and other records for the account to the new bill source.
Note: Before running this utility, be sure that there are no open billing runs for the current or new bill source.
Select Change Bill Source from the Account menu to display the Change Bill Source screen.
Select Add and complete the following fields.
COMPANY
setup
Enter the company to which this account belongs.
ACCOUNT
setup
Enter the account number.
CURRENT BILL SOURCE
display
The current bill source for this account is displayed.
NEW BILL SOURCE
setup
Enter the new bill source that will be assigned to this account.
Select Accept to process the bill source change. You can then change another bill source or select Exit to exit to the main menu.
The Holiday Edition option can be used on dates (such as holidays) when you will have different editions than are normally run on that day of the week. Changes in holiday editions are typically accompanied by changes in .
For example, let’s say on Thursday you print only two editions (“City” and “Country”). This Thursday is a holiday, however, and you want to replace Thursday’s editions with the editions normally used on Sunday (“Early”, “Morning”, and “Final”). When this utility is run each route will use its Sunday edition on Thursday—the Sunday editions will print on the bundle tops, allowing personnel to correctly distribute “Early”, “Morning”, and “Final” editions to the right routes.
Note:
During route setup, each route is assigned an edition for each day of the week. Also note that alternate edition models may be used for this (see for more information).
Select Holiday Edition from the Account menu to display the Holiday Edition screen.
Select Add and complete the following fields.
Select Accept to change the editions. After the changes have been made, the main menu will appear.
This option is typically used on holidays where the draw is significantly higher or lower than usual; it transfers or combines draws from another day to the holiday. Holiday draw can be run for either home delivery or single copy routes, and for actual or advance draw.
Replace draw (draw for the replace day entirely replaces draw for the holiday).
Take the maximum (the draw for each delivery schedule is compared for the two days and the maximum draw used).
Replace draw (draw for the replace day entirely replaces draw for the holiday).
Combine draw (draw for the replace day and holiday will be combined).
Take the maximum (the larger of the two draws will be used).
Note:
You should review your account rating setup before using this option. For example, carriers who do not normally deliver on Sunday may receive Sunday draw; i.e., their rate would need to have draw and credit charges specified for Sunday.
If you are running Holiday Draw for actual draw, you must run it after transactions have been processed for the final time for the holiday, but before bundle tops, manifests, etc. have been printed. Similarly, for advance draw, you must run this utility after the holiday’s advance run has been started but before any advance run documents have been printed.
Note:
Select Holiday Draw from the Account menu to display the Holiday Draw screen.
Select Add and complete the following fields.
Select Accept to adjust the draw. Circulation will take the draw for each route on the replace date and replace, compare or combine it with the route draw on the holiday. If there is no corresponding replace day route, it will simply add the holiday route with its draw to the holiday draw. You should then print your bundle tops and carry out the rest of the publishing run.
As an example of how Holiday Draw would work, let us look at the draw for a typical home delivery route, route 09, using the following information:
So, on a typical week, the draw is 65 Monday-Friday, 45 on Saturday, and 60 on Sunday.
But on Monday, May 23rd (the holiday), we will use the draw for the following Sunday. If we were to use a Route Method of replace, the holiday draw would be 60 (45 on the Mon-Sun schedule, and 15 on the Sun schedule). But, for this example, we use a Route Method of maximum, and the holiday draw is 80:
So, on Monday the 23rd, Holmes would deliver 80 papers rather than 65. The extra 15 newspapers will be rated using the Sunday rate code specified for their rate—this means that the rate assigned to Holmes should have an amount and charge code specified for Sunday, even though Holmes does not deliver the route on Sunday.
You might, for various reasons, want to assign an account a new ID—for example, change a carrier, Jones, from “4B2” to “4B27”. Account IDs can be changed with this utility.
Select Change Account ID from the Account menu to display the Change Account ID screen.
Enter the old ID of the account you wish to change. Then enter the new account ID.
The Message field will indicate when the account ID change has been processed. Change other account IDs, or press F4 to exit to the main menu.
The Rate Change utility facilitates across-the-board changes to account rates. You can use it, for example, to add 0.05 to the draw charge for all routes in the “City” AAM zone. The utility will change the value of rate codes, which are selected by one or more parameters, including:
Using the account rule/rate links, this utility finds all rate codes that meet the entered criteria. For example, if route 07 is entered as the only parameter, the utility will find all rule-rate links for which route 07 qualifies—those with a Route Rule with a route of “07” or “*”. To extend this example, if delivery schedule “DO” were entered along with route 07, only rule/rate links that had both a qualifying Route Rule and qualifying Delivery Rule would be selected.
Once rate codes are picked, the utility will determine if the rate code appears in any other rule/rate links. If the rate code appears in a rule/rate link that the selection parameters do not qualify for, the rate code will not be changed; instead it will be listed in the processing report that is displayed after the rate change is complete.
Select Rate Change from the Account menu to display the Account Rate Change Utility screen.
Select Add and complete the following fields. It is a good idea to run the utility once with Update set to “n”, verify that the correct rate codes are being selected, and then run it again with Update set to “y”.
Once the rate change amount is entered, select Continue to change the rates. If a rate code is to be changed, the utility will end-date the old rate code record and create a new rate code record with a start date equal to the effective date. After the rate changes are made, a processing report will display the rate codes that were changed and any rate codes that were not changed due to conflicts (i.e., some rule/rate links using the rate code were valid while others were not valid).
Rather than using Holiday Draw to manipulate draw figures for holidays, you can use Circulation’s bonus day feature. See for more information.
PRODUCT
setup
Enter the product for which to transfer draw.
DRAW TYPE
predefined
Indicate whether holiday draw should be run for actual draw or advance draw. Advance draw is used in advance publishing, while actual draw is used in the regular publishing run.
PUBLISH DATE
date
The last publishing date for which transaction processing has been run is displayed. This will be the day to which draw will be transferred (i.e., the holiday). This option does not check against Circulation’s Holiday Calendar. Therefore, be sure to double check your holiday dates. These dates should be verified a month prior to the actual holiday.
REPLACE DATE
date
Enter the date from which to transfer draw.
SINGLE COPY METHOD
predefined
Enter the method to use to replace the draw on the publish date for single copy outlets: none, replace (use Replace Date draw totals), combine (add draw totals) or maximum (use larger draw total).
ROUTE METHOD
predefined
Enter the method used to replace the draw on the publish date for routes: none, replace (use Replace Date draw totals), maximum (use the larger draw total within each delivery schedule), or combine (copy the draw from all delivery schedules from the Replace Date that are not present on the publishing date).
Delivery Schedule
Sunday
Monday (normal)
Holiday
Mon-Sun
45
45
45
Sunday
15
0
15
Mon-Fri
0
20
20
80
PUBLICATION
setup
Enter the publication for which to make edition changes.
PUBLISH DATE
date
Enter the publishing date on which you wish to make edition changes. This is the date of the holiday.
REPLACE DATE
date
Enter the date whose editions should replace the publish date editions. For example, if you want to replace Thursday’s edition with Sunday’s, enter Thursday’s date in PUBLISH DATE, above, and last Sunday’s date here.
district
delivery schedule
account type
route
route type
account rate class
AAM zone
route rate class
draw type
rate code (selected directly)
EFFECTIVE DATE
date
Enter the date on which the rate change should take place. Account draw on or after this date will be rated with the new rate.
PRODUCT
setup
Enter the publication for which you are changing account rates.
DISTRICT,
ROUTE,
AAM ZONE,
DELIVERY SCHEDULE,
ROUTE TYPE,
ROUTE RATE CLASS,
ACCOUNT TYPE,
ACCOUNT RATE CLASS,
DRAW TYPE, RATE CODE
setup
In these fields, enter your parameters for selecting rate codes. You can enter a single entity in a field, enter “*” to multi-select entities, or leave blank. Note that Rate Code refers to the account’s rate code (i.e., you will be picking rate codes directly). If multiple entities are entered, an account rating rule will qualify if it matches any of the entities or is “*”. If a field is left blank, it will qualify for all account rating rules.
CHARGE TYPE
predefined
Indicate whether charge rate codes, credit rate codes, or both charge and credit rate codes should be changed.
UPDATE
yes/no
Indicate whether rates should be changed. If you enter “n” here, no rate change will be created, but the utility will report which rate codes were selected and if any rate codes had conflicts.
UPDATE TYPE
predefined
If Update is set to “y”, the New Rate window will open with these additional fields. Indicate whether to adjust or replace the rate codes selected.
UPDATE AMOUNT
decimal (9)
Enter the rate change amount. If Update Type is “adjust”, the existing rate will be adjusted by this amount (enter “-” to adjust a rate down). If Update Type = “replace”, this will be the new rate. The wholesale rate (what the account is charged or credited) and retail rate (what account taxes are based on) may both be changed.
The Draw Export feature allows account draw figures for a given date range to be exported to an ASCII file in the /dti/exchange/cm directory (see Appendix B for the file format). The file will contain a single cumulative draw figure for the account. For example, if the draw export was run for 10/01 - 10/07, the total draw for each account within that seven-day period would be exported.
Select Draw Export from the Account menu to display the Account Draw Export Utility screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the publication for which you are exporting draw.
START DATE, END DATE
date
Enter the date range for which to export draw. The total draw for this date range will be exported for each account.
ROUTE TYPE
setup
Enter the route type for which to select accounts, or enter “*” to multi-select route types. Only accounts with routes of this route type will be selected.
FILE NAME
open (20)
Enter a name for the ASCII file. The file will be exported to /dti/exchange/cm.
Select Continue to export the draw figures. After processing is completed, a report will list the number of records exported and any errors that occurred during the process.
