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

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Selecting your facilities ............................................................................... 211 Facility sequence.......................................................................................... 212 Entry point details........................................................................................ 213 Multiple entry point reports ......................................................................... 215 Chapter 13: Reports....................................................................................................... 217 Choose printers for reports ......................................................................... 218 Choose fonts for reports............................................................................... 219 Format reports.............................................................................................. 220 Batch print.................................................................................................... 221 Access report files........................................................................................ 222 General reports............................................................................................. 224 Address-correction reports........................................................................... 225 Merge/Purge reports .................................................................................... 229 Move-update report...................................................................................... 231 Presort reports.............................................................................................. 232 USPS Postage Statements............................................................................ 243 Extended Services reports ........................................................................... 249 Chapter 14: Design and print labels............................................................................. 257 Print methods ............................................................................................... 258 Label Toolbox wizard.................................................................................. 259 Get started designing labels ......................................................................... 261 The Designer window.................................................................................. 264 Define your page settings ............................................................................ 266 Define your printer settings ......................................................................... 267 The Layout window..................................................................................... 268 Lines............................................................................................................. 269 Objects ......................................................................................................... 270 Frames.......................................................................................................... 271 Fields............................................................................................................ 273 Barcodes....................................................................................................... 278 Break marks ................................................................................................. 279 Images.......................................................................................................... 281 Other miscellaneous objects ........................................................................ 282 Container labels ........................................................................................... 283 Verify labels................................................................................................. 285 Preview labels.............................................................................................. 286 Page templates ............................................................................................. 288 Layout templates.......................................................................................... 289 Printers......................................................................................................... 290 Inkjet printers............................................................................................... 291 Generic Text driver...................................................................................... 293 Barcode printing with the Generic Text driver............................................ 296 Print labels ................................................................................................... 299 Print labels for selected presorted records ................................................... 300 Printing labels for firm packages................................................................. 301 Expressions and filters................................................................................. 302 Expression and Filter Builder ...................................................................... 304 Examples of value expressions and conditional filters................................ 306 6 Business Edition User’s Guide
Appendix A: Fields............................................................................................................309 Appendix B: Index field attributes..................................................................................323 List of index field attributes .........................................................................324 Appendix C: Error and status codes .............................................................................329 Error codes ..................................................................................................330 Status codes .................................................................................................334 Appendix D: Operators and functions for Label Toolbox expressions........................337 Operator words for combining functions .....................................................338 Other operators.............................................................................................339 List of functions ...........................................................................................340 Summary of functions by purpose ...............................................................347 Appendix E: Predefined design files, templates, and printer files ...............................349 Design files...................................................................................................350 Page templates..............................................................................................352 Layout templates ..........................................................................................353 Printer files ...................................................................................................354 Appendix F: Utilities.........................................................................................................355 Chkread ........................................................................................................356 Extract ..........................................................................................................357 Index ............................................................................................................361 Contents 7
Page 1 and 2: Postalsoft Business Edition User’
Page 3 and 4: Contents Preface...................
Page 5: Prepare for an ACSpeed mailing.....
Page 9 and 10: Preface About this software This co
Page 11 and 12: Add-on options The following add-on
Page 13 and 14: Chapter 1: Get started This chapter
Page 15 and 16: Installation Downloading software a
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
Page 91 and 92:
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
Page 183 and 184:
Scheme options: flats Several optio
Page 185 and 186:
If you want to palletize your trays
Page 187 and 188:
Scheme options: co-packaging The US
Page 189 and 190:
Digits Digits 3 - 7 Digits 8 - 11 D
Page 191 and 192:
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
Page 201 and 202:
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
Page 209 and 210:
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,
Page 239 and 240:
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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