Postalsoft Business Edition User's Guide 8.00c ... - SAP Help Portal

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System requirements Minimum system requirements You need the following to run this software: • A computer with a supported operating system (Windows XP Professional, Windows 2000, Windows Server 2003, or Windows Vista Business). • A CD-ROM drive, properly installed for use with Windows, if you will install the software from CD. If you will install software from downloaded files, a CD-ROM drive is not required. • A DVD drive, properly installed for use with Windows, if you will install directories from DVD. If you will install directories from downloaded files, a DVD drive is not required. • A printer, properly installed for use with Windows. Make sure you have fully configured and tested your printer with Windows. You won’t be able to print with this software until you have properly set up your printer with the Printers control panel, including choosing a port. • 3 gigabytes (GB) of disk space or 63 GB if you own the Mover ID NCOA Link option and will copy the NCOA Link directories to your hard disk. • 2 GB of memory, or at least 3 GB if you will run other programs while running Postalsoft or if you will perform Mover ID NCOA Link processing. • Minimum screen resolution of 1024 x 768. • Full administrator rights are required in order to install the software. • Internet connection required for software and directory downloads. Highspeed internet recommended. File sizes File Software Data files Diversified directories eLOT Delivery Point Validation (DPV) directories LACS Link directories Suite Link directories NCOA Link directories Size 190 MB 1 MB per 4000 records 815 MB 495 MB 600 MB 450 MB 375 MB 63 GB 14 Business Edition User’s Guide
Installation Downloading software and directories You can download updated software and directories from the SAP Service Marketplace. Follow these instructions to download software or directories. If you’re installing from CD, you can skip this section. Downloading software from SMP To download software from the Service Marketplace: 1. Go to https://service.sap.com/bosap-support. 2. Sign in with your S-User ID and password. 3. In the Download Software & Directories section, click Support packages: service packs, fix packs, merge modules. 4. Select your product three times (on three successive pages). 5. Select your operating system (Win32). 6. Scroll down to the Download section and select the product(s) to add to your download basket. 7. Follow the instructions on screen to download your software. Downloading directories from SMP To download directories from the Service Marketplace: 1. Go to https://service.sap.com/bosap-support. 2. Sign in with your S-User ID and password. 3. In the Download Software & Directories section, click Address directories for Data Quality / Postalsoft. Available directories are listed, with the exception of eLOT, which will be presented after you select the Diversified directories (see step 6). 4. Click the item that you want to download (for example, SBOP ADDR DIR US - DIVERSIFIED), and click it again. 5. Click Installation. Make sure that you download all corresponding files for the same month and that you download the .zip files, not the .tgz files. 6. For each file that you want to download, click its checkbox so that a checkmark appears, and then click Add to Download Basket. 7. If you haven’t already installed Download Manager, click Get Download Manager to install it now. Download Manager is a Java-based utility that allows you to download multiple products and schedule downloads for a later time. When you click Get Download Manager, further instructions are available to follow. 8. To add more directories, click Address Directories near the top of the page, and repeat steps 4-6 for each remaining directory. 9. Open Download Manager on your computer and use it to complete the download. Downloading tips: • Make note of the location on your computer where you download the file so that you can locate it later. Chapter 1: Get started 15
Page 1 and 2: Postalsoft Business Edition User’
Page 3 and 4: Contents Preface...................
Page 5 and 6: Prepare for an ACSpeed mailing.....
Page 7 and 8: Appendix A: Fields.................
Page 9 and 10: Preface About this software This co
Page 11 and 12: Add-on options The following add-on
Page 13: Chapter 1: Get started This chapter
Page 17 and 18: Install directories Directories are
Page 19 and 20: Automatic updates Automatically ins
Page 21 and 22: directories are shipped monthly or
Page 23 and 24: Prepare for printing Your printer B
Page 25 and 26: Chapter 2: Mailing list files This
Page 27 and 28: Database permissions Using multiple
Page 29 and 30: Chapter 3: Create a mailing list Be
Page 31 and 32: Field properties To access field pr
Page 33 and 34: The default layout When you create
Page 35 and 36: Chapter 4: Import and export data I
Page 37 and 38: Import and export considerations Co
Page 39 and 40: Associate fields You indicate which
Page 41 and 42: Settings Library If you often impor
Page 43 and 44: Import an Access table To successfu
Page 45 and 46: The enhanced import process While i
Page 47 and 48: Chapter 5: Manage your data This ch
Page 49 and 50: Enter data in your file When you op
Page 51 and 52: Delete records You can delete recor
Page 53 and 54: Index your database You can create
Page 55 and 56: Import and export Settings Library
Page 57 and 58: Chapter 6: Address correction The s
Page 59 and 60: Terms for address components When r
Page 61 and 62: How address correction works The ad
Page 63 and 64: Correction options By default, addr
Page 65 and 66:
• Splitting the mail into automat
Page 67 and 68:
Perform DPV processing Prepare your
Page 69 and 70:
If an unlock code could not be gene
Page 71 and 72:
Perform LACS Link processing Prepar
Page 73 and 74:
GeoCensus GeoCensus processing comp
Page 75 and 76:
Parse names and assign prefixes, ge
Page 77 and 78:
Chapter 7: Find duplicate records W
Page 79 and 80:
Set up files for merge/purge To sta
Page 81 and 82:
Unstandardized data The field that
Page 83 and 84:
If your layout includes Address_1 o
Page 85 and 86:
To produce a list of prospective cu
Page 87 and 88:
Generate reports You can choose to
Page 89 and 90:
Judge undecided records for yoursel
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Run merge/purge While the software
Page 93 and 94:
One field can—or cannot—determi
Page 95 and 96:
Customize a rulebook If you need a
Page 97 and 98:
First Name blank option set to Scor
Page 99 and 100:
Company field Substring Match Score
Page 101 and 102:
The software would consider these t
Page 103 and 104:
Under the hood The software makes s
Page 105 and 106:
Chapter 8: Extended Services Chapte
Page 107 and 108:
Preparing for Extended Services Bef
Page 109 and 110:
Fields updated as a result of Exten
Page 111 and 112:
Email append processing If you inte
Page 113 and 114:
If you don’t want to be prompted
Page 115 and 116:
Option List Owner (Lorton Data and
Page 117 and 118:
Changing your Extended Services pas
Page 119 and 120:
Chapter 9: Move-update Chapter 9: M
Page 121 and 122:
NCOA Link export You can export dat
Page 123 and 124:
! Caution: • Do not attempt to im
Page 125 and 126:
ACS move-update ACS (Address Change
Page 127 and 128:
ACS checklist Use the following che
Page 129 and 130:
An illustration of the ACSpeed proc
Page 131 and 132:
Prepare for an ACSpeed mailing Desi
Page 133 and 134:
Log your mailing After you have des
Page 135 and 136:
Decide what type of merge You have
Page 137 and 138:
ACS Merge Options window If you cli
Page 139 and 140:
ACS: Combine spanned diskettes from
Page 141 and 142:
Technical support When you acquire
Page 143 and 144:
Becoming NCOA Link certified You’
Page 145 and 146:
4. If you haven’t already done so
Page 147 and 148:
Install the NCOA Link directories a
Page 149 and 150:
Set up NCOA Link defaults Before yo
Page 151 and 152:
Option Mode • COA. You’re proce
Page 153 and 154:
Option Additional Notes • Ext. Re
Page 155 and 156:
Broker and list administrator detai
Page 157 and 158:
Perform address correction, includi
Page 159 and 160:
Statistics about moveupdated addres
Page 161 and 162:
NCOA Link log files USPS-required l
Page 163 and 164:
Chapter 10: Presort Chapter 10: Pre
Page 165 and 166:
By using ZAP-approved software, you
Page 167 and 168:
Sortation Mail class You can presor
Page 169 and 170:
Mailing information The mailing inf
Page 171 and 172:
! You must verify your entry points
Page 173 and 174:
The following fields are required f
Page 175 and 176:
Mixing simplified mail with non-sim
Page 177 and 178:
Scheme options: General You have ma
Page 179 and 180:
Overflow trays In some schemes, you
Page 181 and 182:
Scheme options: sortation control O
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Scheme options: flats Several optio
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If you want to palletize your trays
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Scheme options: co-packaging The US
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Digits Digits 3 - 7 Digits 8 - 11 D
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Palletization Palletization is avai
Page 193 and 194:
Prepare Standard Mail flats in lett
Page 195 and 196:
• Attach Intelligent Mail contain
Page 197 and 198:
Tray and sack labels The USPS is ac
Page 199 and 200:
Chapter 11: Mail.dat Chapter 11: Ma
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Fields in the Mail.dat files Inform
Page 203 and 204:
• In the Sort for Mailing - Piece
Page 205 and 206:
Generating Mail.dat files You can g
Page 207 and 208:
Option Additional Postage Informati
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Chapter 12: Multiple entry points C
Page 211 and 212:
Selecting your facilities Before de
Page 213 and 214:
Entry point details Entry point ZIP
Page 215 and 216:
Multiple entry point reports Each e
Page 217 and 218:
Chapter 13: Reports Chapter 13: Rep
Page 219 and 220:
Choose fonts for reports There are
Page 221 and 222:
Batch print To save time, you can s
Page 223 and 224:
Miscellaneous reports Extension Loc
Page 225 and 226:
Address-correction reports You can
Page 227 and 228:
Notes on the report You enter the n
Page 229 and 230:
Merge/Purge reports You can produce
Page 231 and 232:
Move-update report For more informa
Page 233 and 234:
Layout of presort report headers Th
Page 235 and 236:
JOB SUMMARY [B02] [OPT] PAGE 1 ----
Page 237 and 238:
Page one of the Mail Sort Listing,
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Abbreviation MAAD MADC NDC NPS SCF
Page 241 and 242:
Sample Bundle Charge report USPS Bu
Page 243 and 244:
USPS Postage Statements You must su
Page 245 and 246:
Form 3541 for Periodicals mailings
Page 247 and 248:
Form 3605 for PSVC Bound Printed Ma
Page 249 and 250:
Extended Services reports After per
Page 251 and 252:
Extended Services Statistics The Ex
Page 253 and 254:
Extended Services 3553 CASS Form Th
Page 255 and 256:
DSF2 Delivery Sequence Invoice ACE
Page 257 and 258:
Chapter 14: Design and print labels
Page 259 and 260:
Label Toolbox wizard Fast, easy lab
Page 261 and 262:
Get started designing labels Pick a
Page 263 and 264:
2. In the Design File Preview windo
Page 265 and 266:
View options Label Toolbox comes wi
Page 267 and 268:
Define your printer settings Each d
Page 269 and 270:
Lines When you drag and drop fields
Page 271 and 272:
Frames Frames can be used for many
Page 273 and 274:
Fields Label Toolbox groups fields
Page 275 and 276:
Other fields The following fields a
Page 277 and 278:
Field Description Availability PLT_
Page 279 and 280:
Break marks Break marks alert the p
Page 281 and 282:
Images You can add any number of im
Page 283 and 284:
Container labels The software print
Page 285 and 286:
Verify labels The USPS has specific
Page 287 and 288:
Print After previewing the labels,
Page 289 and 290:
Layout templates When you create a
Page 291 and 292:
Inkjet printers The software suppor
Page 293 and 294:
Generic Text driver The Generic Tex
Page 295 and 296:
Escape codes In Label Toolbox, you
Page 297 and 298:
Barcode widths If you plan to use t
Page 299 and 300:
Print labels After you have selecte
Page 301 and 302:
Printing labels for firm packages P
Page 303 and 304:
Predefined expressions and filters
Page 305 and 306:
To create your new filter: 1. Type
Page 307 and 308:
Scenario #2: Printing “Current Re
Page 309 and 310:
Appendix A: Fields All fields are l
Page 311 and 312:
Field name Field kind Description W
Page 313 and 314:
Page 315 and 316:
Page 317 and 318:
Page 319 and 320:
Page 321 and 322:
Page 323 and 324:
Appendix B: Index field attributes
Page 325 and 326:
The same complex index with Move Sp
Page 327 and 328:
Example: Choose Trim Spaces for a C
Page 329 and 330:
Appendix C: Error and status codes
Page 331 and 332:
Address-line parse error Error code
Page 333 and 334:
Other errors Error number E500 E501
Page 335 and 336:
Status code 2nd character 0 No chan
Page 337 and 338:
Appendix D: Operators and functions
Page 339 and 340:
Other operators Operators are punct
Page 341 and 342:
Copy(source,destination) = chrtran(
Page 343 and 344:
isdigit(char) Returns a logical Tru
Page 345 and 346:
ound (number, number) Rounds the fi
Page 347 and 348:
Summary of functions by purpose Cat
Page 349 and 350:
Appendix E: Predefined design files
Page 351 and 352:
Sack design files • Eltron USPS s
Page 353 and 354:
Layout templates The following layo
Page 355 and 356:
Appendix F: Utilities This appendix
Page 357 and 358:
Extract With the Extract utility, y
Page 359 and 360:
2. Go to the directory where the Ex
Page 361 and 362:
Index Symbols .ajs files, 223 .bcr
Page 363 and 364:
address line ties, 332 address-line
Page 365 and 366:
Mover ID NCOALink, 140 NCOALink exp
Page 367:
undeleting records, 51 undeliverabl
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