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October 2005
Periodicals Postage Statements in PostalOne!
2
Current CPP Publication & Mailing Flow
6. PCSC ReviewsRegister and
EntersConsolidated PS
Debits CAPS Account
6. PCSC ReviewsRegister and
EntersConsolidated PS
Debits CAPS Account
4. PublisherAdjusts weight
& Advertising %
4. PublisherAdjusts weight
& Advertising %
(Optional: PAGE Verifies weight And Advertising %)
2. DMUs verify & change final
weight (if required)
2. DMUs verify & change final
weight (if required)
5. Publisher Responsible for
Individual PSRegister
& Consolidated PS
Sends data to PCSC
5. Publisher Responsible for
Individual PSRegister
& Consolidated PS
Sends data to PCSC
PostalOne!®
3. DMU finalizes Postage
DataMail Entered
Sends Weight Sheets
To PCSC
3. DMU finalizes Postage
DataMail Entered
Sends Weight Sheets
To PCSC
1. Publisher orprinter sends
Estimated Mail.dat
(estimatedweight, Ad%)
1. Publisher orprinter sends
Estimated Mail.dat
(estimatedweight, Ad%)
3
Proposed Publication & Mailing Flow
3. PublisherAdjusts
Advertising % In PostalOne!
3. PublisherAdjusts
Advertising % In PostalOne!
2. DMUs verify & change final
weight (if required)
in PostalOne!
Postage Statements
EnteredTo PostalOne!
Via Mail.dat
2. DMUs verify & change final
weight (if required)
in PostalOne!
Postage Statements
EnteredTo PostalOne!
Via Mail.dat
(Optional: PAGE Verifies weight And Advertising %)
4. DMUFinalizes Postage
StatementsCAPS Account
Debited
AutomaticPostage Statement
At Issue Level
(After All DMU Entry)
4. DMUFinalizes Postage
StatementsCAPS Account
Debited
AutomaticPostage Statement
At Issue Level
(After All DMU Entry)
PostalOne!®
1. Publisher orprinter sends
Mail.dat (estimated
weight, Ad%)
1. Publisher orprinter sends
Mail.dat (estimated
weight, Ad%)
4
Proposal for New Process
Step 1: Mail.dat for Verification and Payment
Step 2: Update Final Book-Weight
Step 3: Update Final Advertising %
Step 4: DMU Finalizes Postage Statements
Consolidated Postage at Issue Level
Consolidated Postage at Segment Level
Shorter Time Line
5
Proposal for New Process (cont.)
Supplemental Mailings – Option 1
Supplemental Mailings – Option 2
Reversal of Segment Level Postage
Adjustment to Issue Level
Benefits
6
New Steps in PostalOne!
Step 1 Mail.dat file is used for both verification and payment
Step 2 Provide for DMU to change the weight of Postal Book Versions in PostalOne!
Step 3 Provide for Publisher to change the Advertising % of Postal Book Versions in PostalOne!
Step 4 Provide for DMU to verify and accept multiple Postage Statements
Step 4 Calculate a Postage Statement consolidated at the Issue Level.
7
Step 1: Mail.dat for Verification and Payment
Permit is at DMU finance number level
Mail.dat is marked ready to pay.
Mail.dat is used to verify mail
Mail.dat data is used to construct Postage Statements
Mail.dat contains correct– USPS No. = Title– Issue Name / Date– Postal Book Edition relationship to MPU ID
Mail.dat may be submitted by Publisher or Agent (Printer or List House)
8
Step 2: Update Final Book-Weight
Done by DMU Clerk
Choice to update at MPU ID level or at Component ID level – push to equivalent Postal Books
Measure tolerance to estimated weight from Mail.datTM
Message to DMU to re-weigh if outside the determined tolerance % as compared to the estimate
9
Step 3: Update Final Advertising %
Done by publisher or agent.
Update at MPU ID level or at Component ID level – push to Equivalent Postal Books
Finalize Postage Statement for Payment
10
Step 4: DMU Finalizes Postage Statements
Postage Statements from Mail.dat appear on DMU Dashboard.
DMU Clerk may drill down on Consolidated at segment level statements to see details.
DMU Clerk may select several statements together to verify.
Verification is done at time of mail entry.
11
Step 4: Postage Statement Consolidated at Issue Level
Standard naming convention for USPS number, and Issue Name/ Date
Select Postage Statements based on same USPS number and Issue Name/ Date
Calculate Consolidated Statement based on Statements at the Segment Level (used for payment).
Make Postage Statement data available– At Issue Level– At Segment Level– At Edition/ Version and Entry Office Level
12
Current CPP Postage Statement Data
Postage Statement– Consolidated at the Issue Level
Payment– One Debit to the CAPS account
13
Proposed Postage Statements and Payments
Postage Statement at Issue Level1. Postage Statement at Segment 1
» PS for Edition 1 at entry office 1» PS for Edition 2 at entry office 1» PS for Edition 1 at entry office 2» PS for Edition 2 at entry office 2
2. Postage Statement Segment 2» PS for Edition 1 at entry office 3» PS for Edition 2 at entry office 3
Payment: 1. Segment 1 debit to the CAPS account
2. Segment 2 debit to the CAPS account
14
Payment is at the Segment Level
A segment represents a single presort
The segment is defined a production run within the Job ID – Could be constrained by the number of
possible MPU/C Relationships a machine can handle.
The following will force a new segment– Mail out of presort order– A different Job ID– Separate Mail.dat files for separate DMUs.
The consolidated Statement at the Issue level will include data from different segments and different Mail.dat files.
15
Consolidated for -Time, May 8, 2006 14360 14360 10636 3862.05
Copies Pieces Pounds Postage
Segment 1-Time, May 8, 2006 8677 8677 6429 2258.88
Segment 2-Time, May 8, 2006 2693 2693 1998 730.82
Segment 3-Time, May 8, 2006 1660 1660 1222 460.30
Segment 4-Time, May 8, 2006 1330 1330 987 412.05
Consolidated Postage at Issue Level
Detail
Detail
Detail
Detail
Detail
Click DetailFor PostageStatement
Click DescriptionFor Next LevelView of Data
16
Segment 1, Time, May 8, 2006 8677 8677 6429 2258.88
Entry PointMPU ID Edition Weight Ad% Copies Pieces Pounds Postage
ADC2N BOSTON MA 021
100000 A 0.7396 51.36 6080 6080 4497 1540.58100001 supp A 0.7401 51.36 152 152 112 38.47100002 B 0.7640 51.36 278 278 212 71.70100003 C 0.7665 51.36 374 374 287 97.38
Subtotals 6884 6884 5108 1748.13
ADC2N PORTLAND ME 040
100034 B 0.7640 51.36 85 85 65 24.07100035 C 0.7665 51.36 105 105 80 29.31100036 E 0.7338 51.36 1561 1561 1145 442.70100037 supp A 0.7401 51.36 42 42 31 14.67
Subtotals 1793 1793 1321 510.75
Consolidated Postage at Segment Level
Detail
Detail
Detail
Detail
Detail
Detail
Detail
Detail
Detail
Click DetailFor PostageStatement
At Lowest Level of
Data
17
Shorter Time Line
New Compressed Timeline
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Rec
eive
Est
imat
ed M
ail.d
at
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ent
er M
ail
Rec
eive
Cop
ies
for
Adv
%
Fin
aliz
e A
dv %
Con
solid
ated
PS
to P
CS
C
Ent
er C
onso
lidat
ed P
S
Deb
it A
ccou
nt
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Rec
eive
Est
imat
ed M
ail.d
at
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ver
ify W
eigh
ts
Ent
er M
ail
Rec
eive
Cop
ies
for
Adv
%
Fin
aliz
e A
dv %
Fin
aliz
e &
ent
er m
ail.d
at
Deb
it A
ccou
nt
1 2 2 2 2
Manual Consolidated PS
Automatic Consolidated PS
18
Additional View for Supplemental Mailings
If there were supplemental issues of May delivered in May, June and July a consolidated Postage Statement (PS) would give this view
Consolidated PS for the May Supplemental Issue1. Supplemental PS May Delivered in May
2. Supplemental PS May Delivered in June
3. Supplemental PS May Delivered in July
Payment1. Supplemental PS May Delivered in May
2. Supplemental PS May Delivered in June
3. Supplemental PS May Delivered in July
19
Supplemental Mailings – Option 1
Option 1: Do not re-calculate Consolidated at Issue Level
Transaction Report View, Time Amount BalanceDate 10000.00
5/1/2006 Consolidated for Segment 1-Time, May 8, 2006 2258.88 7741.125/1/2006 Consolidated for Segment 2-Time, May 8, 2006 730.82 7010.305/1/2006 Consolidated for Segment 3-Time, May 8, 2006 460.30 6550.005/1/2006 Consolidated for Segment 4-Time, May 8, 2006 412.05 6137.95
3862.05
5/1/2006 Consolidated-Time, May 8, 2006 3862.05 6137.95
5/20/2006 Supplemental for -Time, May 8, 2006 120.34 6017.615/20/2006 Supplemental for -Time, May 1, 2006 45.67 5971.945/20/2006 Supplemental for -Time, April 24, 2006 56.78 5915.16
12
3
20
Supplemental Mailings – Option 2
Option 2: Re-calculate Consolidated at Issue Level
Transaction Report View, Time Amount BalanceDate 10000.00
5/1/2006 Consolidated for Segment 1-Time, May 8, 2006 2258.88 7741.125/1/2006 Consolidated for Segment 2-Time, May 8, 2006 730.82 7010.305/1/2006 Consolidated for Segment 3-Time, May 8, 2006 460.30 6550.005/1/2006 Consolidated for Segment 4-Time, May 8, 2006 412.05 6137.95
3862.05
5/1/2006 Consolidated-Time, May 8, 2006 3862.05 6137.95
5/20/2006 Supplemental for -Time, May 8, 2006 120.34 6017.615/20/2006 Supplemental for -Time, May 1, 2006 45.67 5971.945/20/2006 Supplemental for -Time, April 24, 2006 56.78 5915.16
5/20/2006 Consolidated for Time, May 8, 2006 3982.39 5915.165/20/2006 Consolidated for Time, May 1, 2006 3501.23 5915.165/20/2006 Consolidated for Time, April 24, 2006 3256.78 5915.16
12
3
Auto
AutoAuto
21
Reversal of Segment Level Postage
Transaction Report Time Amount BalanceDate 10000.00
5/1/2006 Consolidated for Segment 1-Time, May 8, 2006 2258.88 7741.125/1/2006 Consolidated for Segment 2-Time, May 8, 2006 730.82 7010.305/1/2006 Consolidated for Segment 3-Time, May 8, 2006 460.30 6550.005/1/2006 Consolidated for Segment 4-Time, May 8, 2006 412.05 6137.95
3862.05
5/3/2006 Reversal-Consolidated for Segment 2-May 8, 2006 -730.82 6868.775/3/2006 Consolidated for Segment 2-May 8, 2006 800.92 6067.85
5/3/2006 Consolidated for -Time, May 8, 2006 3932.15 6067.85
1
2
Auto
22
Adjustment to Issue Level
Transaction Report Time Amount BalanceDate 10000.00
5/1/2006 Consolidated for Segment 1-Time, May 8, 2006 2258.88 7741.125/1/2006 Consolidated for Segment 2-Time, May 8, 2006 730.82 7010.305/1/2006 Consolidated for Segment 3-Time, May 8, 2006 460.30 6550.005/1/2006 Consolidated for Segment 4-Time, May 8, 2006 412.05 6137.95
3862.05
5/3/2006 Reversal-Consolidated for Segment 2-May 8, 2006 -730.82 6868.775/3/2006 Consolidated for Segment 2-May 8, 2006 800.92 6067.85
5/5/2006 Adjustment for May 8, 2006 -Refund CoPall Discount -301.22 6369.07
5/5/2006 Consolidated for -Time, May 8, 2006 3630.93 6369.07
1
2
Auto
3
23
Benefits
PostalOne! automatically consolidates Postage Statements to Issue level.– Publisher or Agent does not need to do this.
Postage Statement Detail (segment and entry level) available in PostalOne!
Payment of postage when service is rendered.
Postage is credited to the correct finance number.
Easy to finalize weight percent.
Easy to finalize advertising percent.
Issue level information available to reconcile 3526 Statement of Ownership, Management and Circulation.