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Post Master User Guide

1. Enclosed Reply Pieces Expand All Contract All After you click OK you are returned to the original Calculations tab of the Consolidated form that you began creating Your first drop ship statement appears on the screen Continue adding drop ship entry points to this Consolidated form by clicking on the Add Destination button When you are finished click the OK button above this window You will be returned to the Consolidated Statement browse where you can print your Consolidated statement and gain access to printing the associated 8125 forms as well Highlight your newly created Consolidated statement and click the Printer icon above this browse window to print the Consolidated form 99 Post Master User Guide Drop Ship 3602 V Listing 3602 Statements Destinations Fom f Date i ili Change Date 3B02 RV 5 26 2004 Karen Duncansville 3602 RV 5 26 2004 Karen Duncansville Piece Weight 3602 NV 5 27 2004 00000095 Cambridge 3541 RV 6 01 2004 00000088 Duncansville Change All 3602 RV 6 09 2004 00000090 Duncansville 3602 RV 6 07 2004 00000090 Duncansville Verify 3602 RV 6 08 2004 00000090 Duncansville 3602 RV 6 09 2004 00000090 Duncansville Master Transfer 3602 RV 6 07 2004 00000090 Duncansville TM 3602 RV 6 08 2004 00000090 Duncansville Destination xfer 3602 RV 6 09 2004 00000090 Duncansville 25 3B02 RV 6 05 2004 Name
2. onnect 13 ProdFacility Bit 1 gt Ok Cancel 5 Map the fields by highlighting one of the fields you want to bring into DAT MAIL or Post Master and right clicking on the mouse You will get a list of WBI fields with notes such as whether the field is required by WBI products or not If you are mapping the Client or Job file you should probably start off by defining the Client Code or Job Number LINKING CLIENT AND JOB TABLES The Job and Client tables can have separate Client and Job Numbers plus SYSID s which are dumb serial numbers the database uses to link records Some data bases may not have SYSID s and link Client and Job tables by a Client Code If you map a Client SYSID we will assume that will be the link field 191 Post Master User Guide to the Job table If you do not map it we will assume that the Sortlabel client code is the link field On the client table you should map the sortlabel client or account code client name address city state ZIP and Phone If there is a SYSID that will link it to the Job table make sure to map that as well Select Field To Map to Client table Map ENTITY_Segid to Field Nee Mapped To 3 Profit Type 10 fea cannot map 11 Permit 12 Mailing 13 Mail Terms 14 Credit Hold 15 Comments 18 Contact 1 Contact2 18 Contact3 19 Phone2 20 Phone3 21 Fax 22 Extent 23 Exten2 24 Exten3 25 Sales
3. Fill in the estimated Drop Date and Time time of arrival of the mail at the entry facility and press the INSERT BUTTON at the right to add your first PLANET Code Adding a Planet Code 24 Planet Code 1234567990123 Planet Code Pieces 810 i Cancel Enter the first 11 to 13 digit PLANET code in this mailing Next enter the total number of PLANET Code pieces using that PLANET Code These can be either real mail pieces that have PLANET Codes and or smart seed pieces which are specially addressed envelopes with out postage that are discarded when they are scanned at the delivery post office Press OK when done and you will see these pieces listed A single mailing may contain pieces with different PLANET Codes If this is the case for your mailing press the INSERT button again and enter the information for the second PLANET Code When done press the OK button at the bottom of 220 USPS Programs Made Easy the Adding a CONFIRM Record Screen and finish your postage statement You can go back and change this information until the data is uploaded to the USPS DROP SHIP MAILINGS Access the ASN button from the Destination Browse of the Drop Ship 3602 V screen under the Statements menu Highlight an entry point and press the EDIT 8125 button The first entry on the table will be automatically created If your 8125 is attached to more than one postage statement you will see a record a
4. 51 Met 51 51 51 About Post Master 39 Assign Mailing Sequence Number 51 Mailing Statement s Control NURTIDB etin 51 B Backing Backing Up Restoring Your Data erro 45 C IL CT 51 Check For Updates 39 CONFIRM ASN Entry Information TrackMyMail Modules 47 Consolidated 8125 s 51 COPY 51 Create PDF 51 Creating First Class Statements 51 Sandal 51 btdemde 51 D Data 26 47 DAT MAIL Editor 29 DAT MAIL Toolbox 29 DAT MAIL Viewer 29 Default Carrier Information 51 Default Copies 51 Default First Class Weight Type 51 Default Format 51 Default Mailer 51 Default Origin 51 Default Rate Tree on Statement Add PM 51 Default Statement Copies 51 Default Statement Form 51 Default Statement Listing Order 51 Destination File Expiration 39 Drop Ship Tab 51 E Export Only Verified Statements 51 H HOW TO GET SUPPORT 39 Installing Post Master
5. House Account Parlay April 2000 House Account Statement Test TEST CLIENT TEST CLIENT N M September Bk 2001 VER House Account September Bk 2001 VER House Account EXPRESS VERSION 14 test House Account EZIBA COM House Account Transtion KtTest Apri2 House Account Northern Safety April 200 House Account Northern Safety April 200 When you enter a new job the UPDATE RECORDS box will appear 141 Post Master User Guide 2 Update Records Job Periodicals Description Statement Test Proft Type C Non Profit Profit lent TESTCLENT Periodicals i Client TEST CLIENT Class Periodicals x CSR csr Letter Type Fiat z Salesman SAL Company Vvvindow Book Estimated Postage 0 00 Estimated Pieces 19 Bill To Test CLIENT Record wil be Changed This is the information that can be filled in at the Publication Number field Update Records x Publication No fann Publication Publication Name Publisher Publisher Name Telephone 4112 111 1144 PO of Mailing New Haven PO 2 4 joes Finance No 55555 Frequency of Issue monthly Processing Category C LTR G C MP C ACL ACF e Record will be Added Back to Statement Generation Fill in this information as completely as possible 8125 SETTINGS Preset in Program Set Up 142 Postage Statements Many of the 8125 prin
6. 139 Post Master User Guide Calculation Method You will notice a check box in the Statement Information giving you the option to Total Postage Calculated as Single Mailing There are different rounding rules applicable depending on the type of mailings you are preparing If you are consolidating mailings for a single job and client and consolidating a single statement type you can check that box The total postage will be rounded once when the postage for each statement is calculated If you are preparing mixed classes or mixing clients or jobs you should not check that box In this case the postage is rounded for each statement and the total postage represents the grand total of the rounded statements 140 Postage Statements Where does it print Periodical Forms Look at the following examples of a set of a Consolidated 3541 the 8125 and the individual 3541 using the following information You will be able to correspond the entered information with the view of the statements produced This will assist you in determining where all of the information entered actually prints on the forms themselves Go to FILE JOB LIST The first field at the Statement Information tab is JOB See job Records below To create a new job click on INSERT To Select a previously entered job click on SELECT To Edit a previously entered job click on CHANGE Northern Satety April 200 TEST CUENT Northern House Account October 2001
7. Fed Agency No Optional This field will appear on statement forms where it is possible to enter this information Zip Reference Optional Can reference a mailer assigned number that prints on the statement near the job number field Employee Select from your Employee listing The employee s full name and initials will print on the postage statement if those options have been chosen in Program Setup at the General Info tab Select Entry Point Use this button if you are creating a statement for discounted drop ship mail You will be given access to the Destinations Listing Assign the statement to a destination by choosing one off the appropriate tab 111 Post Master User Guide Drop Ship Facilities BMC scr Origin DDL Lookup User Destinations To search enter all or part of the zip code and press TAB Lel Letters amp Flats All Classes Chg Alt Physical Zip 4 Label Facility Name Cit 011529751 070979998 142069651 15095 191169751 207999998 274950001 303690001 320390002 381369997 452359998 481012775 503950001 551212288 571049300 58102 591019998 601302296 BMC SPFLD M 05500 BMC NEW JERSEY NJ 00102 ASF BUFFALO NY 140 BMC PITTSBURGH 15195 BMC PHILA 13205 BMC WASHINGTON DC 20499 BMC GREENSBORO NC 27075 BMC ATLANTA GA 31195 BMC JAXVILLE FL 32099 BMC MEMPHIS TN 38999 BMC CINCINN OH 45900 BMC DETROIT 48399 BMC DES MOINES 1 50
8. 7 Do check Enable Pro Mail 5 XML Export note you can have both Pro Mail 4 and 5 interfaces enabled and data will be sent to both systems which may be useful during a transition period 8 Select the folder on the network using the lookup button on the right of the Export Folder field where you will be sending your Pro Mail data This is usually something like H Gomi depending on how you mapped the network drive that can be accessed by Pro Mail 9 Do Not check off the XML Test checkbox This will include container level detail in your XML files which is not used by Pro Mail at this time 10 Press the OK button on the Job Shop Export Settings dialog 11 Do check off Export Only Verified Statements on the Export tab of Program Setup Press the OK button at the bottom of the screen to save your set ups 12 Repeat steps 3 and 4 to select your ODBC datasource and enter login info for ALL workstations using Post Master You will not have to repeat the other setup changes 175 Post Master User Guide AT THE PRO MAIL 5 END 3 triwms production setup SystemParameters asp Microsoft Internet Explorer File Edit View Favorites Tools Help HBak gt A 2 Aach Favorites lt 4 25 2 Address amp http promail5dema sma promail com praduction setup SystemParameters asp Go Links JCurrent Demo Password 8 5 sMAIssues 8 20 5 G Jupitera wes G tstpms peop G uran
9. Pemi 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 6 01 42004 3605 BPR Duncansville 99999 6 01 2004 3605 BFR Duncansville 99999 6 01 2004 3605 DPR Duncansville 99999 6 01 2004 3605 PR Duncansville 99999 6 01 2004 3605 PR Duncansville 99999 6 01 42004 3600 PM Duncansville 99999 6 01 2004 3605 DPP Duncansville 99999 6 01 2004 3605 DPR Duncansville 99999 6 02 2004 3605 SR Duncansville 99999 6 02 2004 3605 DFR Duncansville 99999 ee eee Detail This statement list can be displayed in different sort orders using the tabs at the top of the window Once you ve located the desired statement you can double click to open it or click on the Change button Inside the statement you are given the option to make several changes including piece weight client permit piece counts containers etc When you ve finished making edits you ll find icons above the window for OK saves and closes the statement or Printer saves closes and prints the statement and then you are returned to this browse Other Statement Functions Merge Statements After creating 3602 PV you may wish NOT to drop ship to certain destinations due to an insufficient piece count to make the extra handling and shipping cost effective The
10. Periodicals One Issue One 4 oer e IS nde potable nes Erby 10 Mame Cte aed New Haven CT 06511 Pls Tie or Near agents Home Hamre 2 Periodicals 1111111 MUNTAS MUNTAS Trac TU T eter Ting 3 01 2001 VM pel Copy Dt Bete PO Totpd oT Ib Laecindr ples Motian Ade rtx lng Percew tup hi THE 0 55000 pounds ne 55000 Domestic Periodicals mailings pay both pound rate on the total weight of the mailing and 6 piece rate on the number of addressed pieces in the mailing Outside County DMA E220 Honsubtonreq Copies Postage meum uu ol ol Pound Rate Per Pound or Fraction 147 Post Master User Guide Where does it print Standard Forms Look at the following examples of a set of an 3602 RV the 8125 and the individual 3602 using the following information You will be able to correspond the entered information with the view of the statements produced This will assist you in determining where all of the information entered actually prints on the forms themselves Go to FILE JOB LIST To create a new job click on INSERT To Select previously entered job click on SELECT To Edit a previously entered job click on CHANGE VERANDA MALDAT FLE N M May Book 2001 VERS 1 Book 2001 VERS 1 Northern Sstaty Apri 200
11. 21 Letershop Postage Accounting 47 UBI a E E 35 LICENSING AGREEMENT 35 Local WorkStation Installation 21 M Mail Owner s Job Number Use USERS icta neon 51 Mail Owner s Job Number 51 ET 29 Mailing 51 Mailing 51 Maintain Extended User Information NCC RN E 51 Master Statement 51 Minimum Requirements 33 N Network Utility 21 Network Workstation Set Up Utility26 Not Populate Default Mailer 51 Not Preview Any Reports 51 Not Print 8125 Ship Add 51 Not Print Container Count 51 Not Print Gross Weight 51 Not Verify 51 O OPTIONAL MODULES 47 OPTIONAL PROCEDURE MAILING HEPORBLT 51 Post Master User Guide 51 Package Lot 51 Permit 51 Pervasive SQL Server System Requirements 33 Planet Code El 47 Post Master Data Folder 21 Post Master Program Setup 26 Postage Accounting Module 29 47 Postage Accounting User Guide 39 Print BTOB a edo pto dcc o TRAE 51 51 Print 8125 Comments 51 Print Client Code On Statement 51 Print Employ
12. Applied Postage Tab 3605 BPP BFP DPP DFP PP SP Only 108 Postage Statements Adding Package Services Parcel Post Postage Affixed 5 mE Postage Statement Calculations Applied Postage user Information Applied Method Neither Mies Single Rate Postage Applied 0 0000 C Lowest C Correct C Multiple Balance Due Paid By PERMIT Balance Paid by Permit C TRUST Duncansville PA 99999 C METER C STAMPS Totals C CHECK Pieces 1477 Pounds 2 592 1350 Postage 642 1400 Total Applied 0 0000 Amount Due 642 1400 If affixing postage to a mailing you must indicate at which rate the postage was applied so the Balance Due can be calculated APPLYING POSTAGE AT SINGLE RATES Applied Postage Method Requires one of the following three responses C CORRECT the postage affixed equals the postage so no balance is due L LOWEST Post Master will assume the postage was applied at the lowest postage rate used in the mailing N NEITHER The applied rate is not the lowest rate but another rate the mailer used If the NEITHER option is selected the user is required to enter the rate at which postage was applied If you manually create a single statement with applied postage that has a balance due paid for by permit the statement for additional postage is AUTOMATICALLY generated If you manually create a consolidated statement with applied postage you will have to manually create th
13. The In County Tab allows entry of the In County piece and pound piece counts If you are entering pieces for In County mailing you must enter data in both the POUND POSTAGE AND PIECE POSTAGE sections of the screen and enter the appropriate figures There are two columns in the Pound Rate Postage section Subscribers and Non subscribers and two columns in the Piece Rate Postage section Copies and 121 Post Master User Guide Qualified Pieces Point to the number you want to enter or change and double click with your mouse or single click and press the Pieces button 4 Adding Statement 501 Periodicals Regular Postage Statement of County In County ForeigniAdettionel Postage Miscellaneous Sub Mon Sub TtlPounds X Rate Postage Pieces und Rate Piece Rate Po Rate Calculations In County Foreign Additional LB Copies 15 877 0 F Pes LB 2 034050 0 0000 F Pst 0 0000 Pc Copies 15 577 0 Pes 0 32157724 0 0000 APst 00000 EE em a ie ea f Pieces 15 677 Postage 7 763 1300 Foreign and Additional Postage Tab 122 Postage Statements 4 Adding Statement 501 Periodicals Regular Postage Statement Out of County in County Foreign Additional Postage Foreign Calculations Weight per Copy TEN URSUS Additional Postage Piece Weight Canada D 0000 Piece Weight All Others 0 0000 B SE e
14. program This program will install the Post Welcome to the Post Master Install Master on your computer It is strongly recommended that you exit all Windows programs before running this Install Program Click Cancel to quit Install and close any programs you have running Click Next to continue with the Install program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Choose if this will be a Standalone Local Installation or a Network Installation 21 Post Master User Guide 53 Network Installation you installing Post Master on to a Network or is this a Standalone Installation Local on this PC Standalone Installation Local PC C Network Installation Server on a Network Standalone Local Installation 72 Change Installation Folders Used to view or change the current installation directories of the program View or Change Installation Folders 22 Program and Workstation Installation If you check the Change Installation Folders box this is the next screen 2 Choose Program and Data Location Setup will install Post Master in the program Folder To select a different program or data folder click Browse and select another Fold
15. 00000007 lod Test Chen 00000008 Jod Test Chent wA 00000009 Jod Test Chent sZ 00000010 lodi Test Cieni v 00000011 Jod Test Chent 00000012 Jod Test Chent sA 00000013 gt v Reset Listing Inget Delete To enter the weight of a pallet or change its contents click on the CHANGE button after highlighting the pallet to display the edit screen IMPORTANT You can add pallet records manually at this point if you don t see the pallet you are looking for If the pallet record has not already been generated you can press the INSERT key and select the statement you are reconciling the pallets to The check marks indicate these pallets have already been weighed If the check marks are grayed out the pallets are weighed and the job they belong to is closed ACCESSING THE WEIGHTED PALLET DATA IN THE STATEMENT PROGRAM TO RECONCILE WEIGHTED INFO AND TARGET STATEMENT DATA When you created a statement a target weight was calculated that consisted of the weight of each piece plus the number of pieces plus the tare weights for all containers specified This calculated gross weight will print on your 8125 s The goal of weight verification is to make sure the actual weight of all pallets in the mailing comes within 1 of the target gross weight Once all pallets are weighed you need to make sure you are within 1 of this target weight and close the job lot and entry point and print verification reports f
16. 1 Sacks 2 Sacks 3 Sacks 1 ft MM Tray 2 ft MM Tray 2 ft MM Tray cardboard 1 0000 2 ft EMM Tray Flat Tray Pallet Box 2 0000 2 0000 16 0000 0 0000 0 0000 0 0000 of Pallet Pallet Type 1 130000 0 0000 Pallet Type 2 15 0000 0 0000 Pallet Type 3 400000 0 0000 Other 0 0000 0 0000 PatetType2 Wood Pallet This screen allows you to put in the standard tare weights for each container type You can also put in an allowance which provides a little more leeway than the standard 1 required by the DMM You should get permission from your post office before putting any thing into the allowance fields You can also name the pallets types Any value that has no weight entered will not be assessable 180 Utilities and Special Tools from inside the program Scale SetupTab Post Master can read many Scale controllers that have a serial port and support the Weigh Tronix 110 interface standard You must configure the program to read the scale from the serial port of your computer that is connected to the scale B Weight Sheet Setup General Printers Tares and Allowances Scale Setup y Port Parity Stop Date C COMI C 300 None OE go C COM2 C 1200 C Even C 8 COM3 C 2400 C Odd C C 4800 50d C 19200 C 38400 C 57500 C 115200 Set Scale Defaults SPECI
17. 1 ft MM Tray User 2 2 ft MM Tray Trailer User 3 2 ft EMM Tray Stop E User 4 Flat Tray Freight 0 00 User 5 Pallets Freight PO User 6 Other Comments Verify Date Employee CSR Salesman Comments 2 Rate Calculations In County Foreign Additional LB Copies 15 677 F Pcs LB Postge 2 603 4050 0 0000 F Pst 0 0000 Pc Copies 15 677 0 amp Pes 0 Pc Postge 32157721 0 0000 A Pst 0 0000 Totals Pieces 15 677 Postage 7 763 1300 Containers Enter your container counts in these fields Verify Date This field will get populated with a Verified Date after the statement is saved AND you have clicked on the Blue Check Mark on the Toolbar To un verify this statement delete the date from this field Employee Select from your Employee listing The employee s full name and initials will print on the postage statement if those options have been chosen in Program Setup at the General Info tab CSR Enter or select the appropriate code from the listing Salesman Enter or select the appropriate code from the listing Comments 2 Comments Optional Enter up to 20 characters of commentary or descriptive text on the mailing for printing on the Postage Statement Carrier Select from or add to the Carriers Listing Trailer Apply a Trailer Reference to this statement Stop Apply a Stop Reference to this Statement Freight Add a freight cost to this statement which will appear on c
18. M 05500 BMC NEW JERSEY NJ 00102 ASF BUFFALO NY 140 BMC PITTSBURGH 15195 BMC PHILA 13205 BMC WASHINGTON DC 20499 BMC GREENSBORO NC 27075 BMC ATLANTA GA 31195 BMC JAXVILLE FL 32099 BMC MEMPHIS TN 38999 BMC CINCINN OH 45900 BMC DETROIT 48399 BMC DES MOINES 1 50999 BMC MPLS STP MN 55202 ASF SIOUX FALLS SD 570 ASF FARGO ND 580 ASF BILLINGS MT 590 BMC CHICAGO IL 60808 wf Site change or alternate site exists 9 Expired change d View Select This data has been supplied by the USPS but may not accurate You should always verify any important data such as shipping address information prior to a mailing SPRINGFIELD JERSEY CITY BUFFALO WARRENDALE PHILADELPHIA CAPITOL HEIGHTS GREENSBORO ATLANTA JACKSONVILLE MEMPHIS CINCINNATI ALLEN PARK DES MOINES SAINT PAUL SIOUX FALLS FARGO BILLINGS FOREST PARK Zip Reference Optional Can reference a mailer assigned number that prints on the statement near the job number field Fed Agency No Optional This field will appear on statement forms where it is possible to enter this information Federal Agency No is a Cost code used only by Federal Agencies that are doing bulk mailings By passing this info to the USPS it allows them to literally create a cost center report by agency for all mailing expenses Mailing Sequence Number Depending on your System Setup you can have a unique Statement Control numb
19. Sat HD Bas Au Letter Pieces Pounds Postage Pallets Other Date 10 05 2003 MID HUDSONGMF NY1 02282 1 192 a s tan san 15151 177939 2 SCF WESTCHESTER PDCI 02252 3 1m 5216 spa 18524256 125333 t SCF 05910 99 02282 e 5 199 n 31911 72820502 57616 10 1 05701 2 02282 ns 16 1716 2510 92152 EI 1 SCF SOUTHERNCT CTOSS 02282 26 2 1876 2 496 1058 wn Totals for Date 5 3 45 26 4838 114747255 3muse 8 2 Date 10 07 2003 gux BMC ATLANTA GAGUXOHIE 02282 sn 114 1000 sun Totals for Date an an 114 1000 sun Totals 335 ss s 45 194 49469 11255825 3 1538 18 2 BMC LIST SCF LIST List of BMCs SCFs State Facility Name Zip Address City Phone Appt Phone Fax MASTER STATEMENTS REPORTS Master Statements Reports Job Status Report Shared Mailing Reports Job Progress Report 7 Xb Summary Report Permit Listing JOB STATUS REPORT JOB PROGRESS REPORT JOB SUMMARY REPORT SHARED MAILINGS REPORTS Shared Mailing Reports Mailings for Package Mailings for Client Mailings for Brochure Brochures Required for Date PV Audit Report Permit Listing Client Listing International Rate Chart nl oe INFORMATIONAL REPORTS 167 Post Master User Guide Permit Listing Client Listing International Rate Chart ADVANCED OPTIONS Report Writer Report Wizard Custom Repor
20. The first entry on the table will be automatically created If your 8125 is attached to more than one postage statement you will see a record appear for each statement You must edit the planet code data for each statement separately but all you have to do is highlight the ASN Information record and click on the Planet Code Tab ph Confirm ASN Listing L xj Destinations Planet Codes Destinator SCF NORTH METRO GA 300 Planet Code Pieces 2343 Insert Lees Delete Press the Insert button to define a planet code and enter the total number of pieces with that Planet Code on that mailing entry If you are generating a PVDS form and all pieces are planet coded with the same Planet C code simply go to the Sessions Defaults tab of the New Statement and access the ASN button You enter your information here before statements are generated 200 USPS Programs Made Easy New Statement Informatior nl 4 a 4 When pressed it opens dialog and includes the following information Drop Date Drop Time and checkbox for Planet Code All Pieces If you check the checkbox the planet code box will appear 201 Post Master User Guide es Contirm ASN Defaults All of the 8125s will now contain this data automatically NOTE If you would rather not have to fill in all this information yourself import this information from MAIL DAT files generated by many popular presort programs GENERATING
21. eliminating repetitive steps 67 Post Master User Guide DETAIL Clicking on this button will give you an inside look at the pieces per rate for the highlighted statement without having to open it from the list Postage Statement Tab 4 Adding Mailing Statement 184 Class Std Regular Rates fe Postage Statement caicuietions Containers user Info lei 25 Info Accounting Type Noma Mail Seq Lot Use Different Bill To Client Receipt Desc 4 Prepared By Date 3 8 2004 REE Permits CSE Eorm 5 02 5502 R Salesman Payment Method PERMIT v Mailer window Book Inc Package CAPS ID Piece Type Select Entry Point Totals Weight IN Zip Reterence Pieces PieceWeight 00000 s Fed Agency No Po Pounds 2 Postage Unit of Measure Pounds x Total Applied The Postage Statement Tab allows the user to enter the information required to establish what rates can be mailed and to identify the Client Job and Permit used for the mailing TIP Go to the File menu in Post Master and pre enter all of your clients and permit numbers to make statement entry faster Type Normal is default Post Master can combine mailings for different Jobs and Lots and or different Clients on a single Postage Statement and print a break out attachment If you are preparing such a Statement you must indicate this before you go to the Calculations Tab A Norma
22. inventory tracking features In addition Post Master and Dat Mail can track all postage disbursements and can even print postage checks in a number of different check formats The Postage Accounting module is a fifth generation product that is extremely easy to use despite its sophistication See separate DAT MAIL Post Master Postage Accounting User Guide To access online click here PrintStream Module The interface between PrintStream and WBI s Post Master and DAT MAIL programs allow PrintStream users to enjoy the best features of both products without redundant data entry The key benefits of the interface are 47 Post Master User Guide Drops can be setup and scheduled in DAT MAIL then transferred to PrintStream where they are used to define list counts and drops Statements and list counts generated in PrintStream can be transferred to DAT MAIL or Post Master for final editing and printing Take advantage of the 66 reports available from DAT MAIL and Post Master Statements can be verified in Post Master or DAT MAIL and the final statement postage transferred back to PrintStream Statements for any mail class can be generated by DAT MAIL or Post Master then transferred to PrintStream for postage accounting and inventory control purposes DAT MAIL and Post Master can access PrintStream Master File data so that only valid job and client information will be used in these statements See separate DAT MAIL Post Mas
23. neo N SETTING UP ENTRY INFORMATION El Open Post Master Go to File and select Program Setup then the Confirm ASN EI tab If you are participating in the Entry Information program check the Participate in Entry Info box then enter your DUN and Bradstreet DUNS number 206 USPS Programs Made Easy A System Setup General Info Staternent Defautts Periodicals Drop Ship 18125 Export User Dafaults Confirm ASN EI Participate in Confem ASN F Participate in Entry Info i DUNS r Are you a transportationlogistics company Upload Site Login User ID 4522148 I Password m Directory home i Download Site Login User ID 4522 1AB P Password Momma fom Cancel Help Enter the upload information for the Entry Information FTP site where you will send your EMD data files This site will be different than the site you may be using to upload your Confirm ASN files You would next fill in the information on the FTP Download site where you are getting your notification data from If you are participating in Confirm ASN and are downloading notification files the El download site is currently the same as the ASN download site USING ENTRY INFORMATION EI NON DROP SHIPPED JOBS Fuss Sole wi Dadia x lt lan itn Des Hus ke i bre gt hed wil ool bak devers Lac
24. 058 16 Activity Report All Permits Choose a start date and end date range for this Page 1 Postage Payment Balance Beginning Balance 1 31 2004 0 00 53 20 53 20 250 00 196 80 1 000 00 1 196 80 137 64 1 059 16 190 84 1 250 00 report 171 Post Master User Guide 2 12 2004 Date Stmnti Job PERMIT 1 New Haven CT 06511 250 2004 2 1234 20 2004 0 1234 2 12 2004 0 1234 2 2 2004 1 1234 PERMIT 2 Old Saybrook CT 06475 2 2 2004 0 22 2004 3 test test PERMIT 3 Hartford CT 06475 22 2004 0 22 2004 4 99999 test 172 Permit Activity Report for 2 01 2004 to 2 12 200 Window Book Lot Client Description Postage Activity for Period Client Client Activity for Period Client3 Client3 Activity for Period Beginning Balance 3602 R Postage 53 20 222 1111 3602 R Postage 137 64 Report 190 84 1 059 16 Beginning Balance 123 3602 R Postage 88 54 Report 88 54 910 46 Beginning Balance 66 3602 R Postage 113 50 Report 113 50 2 888 50 Payment 1 31 2004 250 00 1 000 00 1 250 00 1 31 2004 999 00 999 00 1 31 2004 3 002 00 3 002 00 Page 1 Balance 0 00 5320 196 80 1 196 80 1 059 16 0 00 999 00 910 46 0 00 3 002 00 2 888 50 Utilities and Special Tools PRO MAIL 5 0 Interface Easy Steps To Success 1 Obtain a Pro Mail registration code for Post Master 2 Apply Post Master program setup informa
25. 187 226 ASN 8 27 2002 BMC NEW JERSEY NJ 90102 520 1195 ASN 3 04 2002 BMC MEMPHIS TN 38999 521 1198 ASN 704 200 BMC GREENSBORO NC 27075 522 1199 gt zj HTTP Transter Tronsmitvia Te Generate for HTTP Transfer Mask Unmarkby Drop Dete View Planet Codes Tag the jobs that are ready to mail by Double Clicking on them or clicking the Transmit button or use the Mark Unmark by Drop Date You can unmark by clicking on the Do Not Transmit button When you are all done press the Transmit via FTP button to transmit them via FTP to the USPS FTP site After the file is created you will be asked if you want to send via FTP now If you say yes the file will be transferred and the transmission date updated to the ASN record A file will be created in the ASNOUT folder under the Post Master Postage Statements data folder When it is successfully transferred it will 210 USPS Programs Made Easy be moved to the ASNLOG folder which is also automatically created under Post Master Postage Statements data folder If you say no when asked to transmit the file will be created in ASNOUT but not transferred At this point you can select the Send Confirm ASN Files option of the Statement Menu and upload your files from this menu If you want to see items that have been previously sent enter the date of transmission in the Transmission Date to Retrieve and you will see these previous entr
26. BOX 26a Std A USPS Phone PRINTS BOX 26b Std A Mailer Contact Information PRINTS IN BOX 5 and 6 Std A Default Carrier Information PRINTS IN BOX 16a and 16b Std A if Carrier Makes Drop Ship Appointments box is checked Default Comments PRINTS in Comments Section of 8125 8125 Print Settings Do Not Print 8125 Ship Add Do Not Print Gross Weight Do Not Print Container Count Print 8125 Comments As Entered C Add Jobs Statement Comments List Pallets Pallet Barcode Numbers Copies 1 8125 Printer Collate Resolution 8125 Adjustment 1 DOths of an inch positive value is down the page negative is up Do Not Print 8125 Ship Add Check this box if you do not want the address of the BMC SCF DDU facility to print on the 8125 PRINTS IN BOX 28 Sid A Do Not Print Gross Weight Check this off if you do NOT want DAT MAIL to print a gross weight figure on the 8125 form PRINTS IN BOX 11 Std A Do Not Print Container Count Check this off it you do NOT want DAT MAIL to print container counts on the 8125 PRINTS IN BOX 13 Std A Print 8125 Comments The 8125 contains several comment lines which can be automatically filled out The way this is done is controlled by your selection PRINTS IN BOX 15 Std A 61 Post Master User Guide As Entered All comment information must be added by editing the 8125 If you want a constant comment to print on every 8125 that you gen
27. Enter your piece counts and save or print just like any other Statement The Pound Rates and Pound Postage are 107 Post Master User Guide displayed at the bottom of the Calculation table but you do not enter any counts there It is for display only Controlling the Rate Display Three buttons to the right control the tree behavior Expand Filled Sections with piece counts present are expanded to show all rates This is the normal setting for Standard A Statements Expand All All sections are expanded to show all available rates This is the normal setting for First Class Statements Contract All The tree is collapsed to show only the available PARTS ENTERING PIECE COUNTS Expand sections that you may need to display the rates being mailed Point to the desired entry discount and left click the mouse Point to the and left click again to show rates OR press the EXPAND ALL button on the right of the screen The calculations are displayed on what looks like a scrolling spreadsheet Highlight the cell to the left of the desired rate and type in your piece count You can scroll down to your next entry with your up or down arrow keys When all entries are complete you can press the TAB key or ENTER key to see the final postage calculation before moving on ADDRESS MATCHING DATE ECR Enter your CASS date information here Special Services and Other Fees There are times when a miscellaneous postage amount may need to be paid
28. For either setup type Complete or Custom the Pervasive SQL online documentation and Pervasive System Analyzer PSA are installed locally That is on the Windows machine from which you are installing Pervasive SQL Server for NetWare The local components are installed to osdrive Program Files Common Files Pervasive Software Shared where osdrive is the drive letter where your operating system is installed Complete Setup recommended The Complete installation which is recommended takes default actions for operations performed during the installation The system components for the Pervasive SQL Server engine are copied by default to SYS SYSTEM You can specify a different location for the system components The non system components are copied by default to SYSAPVSW You can select a different location for the non system components The Complete server installation installs the following components to SYS SYSTEM 8 Pervasive SQL V8 engine including ODBC interface The Complete server installation installs the following non system components to SYS PVSW Script files Client installation copies DEMODATA sample database NIS files Sample files Custom Setup not recommended If you need to do a Custom Setup consult the user manual Getting Started Guide pdf located in the books directory of the Installation CD Section 8 Note The Custom installation is typically for advanced users It allows you to specify the in
29. IN BOX 5 Fill in 8125 Section 2 Section 2 is supposed to be filled in by the USPS but many Bulk Mail Acceptance people prefer the mailer to fill in this section Check this box if you want Post Master to fill in this section with the defaults entered Contains Mailing Pieces for Outside Delivery Area To check appropriate box in Section 11 Mailer Information Mailer ID Enter the default Mailer ID that you want to print on your 8125 s Appointment Number Leave this blank unless you have a standing appointment number with your Detached Mail Unit or Post Office 8125 Copies default number of copies printed USPS Employee Information To print as a default in Origin Post Office Section 2PRINTS BOX 22a USPS Phone PRINTS BOX 22b Mailer Contact Information PRINTS IN BOX 7a and 7b Default Carrier Information PRINTS IN BOX 12a IF Carrier Makes Drop Ship Appointments is checked 8125 Printer Button Access to set a unique default printer for 8125s 3602 RV Created From Above Information Use these samples for a reference to see exactly where information prints 150 Postage Statements United States Postal Service T2 x al T Consolidated Postage Statement Regular Standard Mail Permit Imprint P EY P 8779 7001 HM Ter Teer punc Beats tee Mo Duna brodi ee Be TT IBMT Th eer Te Tow el 14 hae ubatarccepamie nat Bua sm e ee ial d CAPS Cun Perit p Job Des
30. If you don t want to run the Dat Mail Post Master or PPP Program from the Server only run the data from the server 1 Go to one of the workstations and run the program 2 With the program open edit the PVSW LOC file using Notepad in Windows 3 Put in the Server machine Network Identifier This can be found under Start gt Settings gt Control Panel gt System gt Properties gt Computer Name in Windows 2000 4 Exit and Save the file in Notepad 5 Make the PVSW LOC file READ ONLY by Right clicking then click Properties and choose Read Only This makes the Server the Permanent Gateway We are recommending that you set up their Server to be the Permanent Gateway However this does not require that you do this step on the Server itself The key to remember here is that what you are actually trying to do when setting up the Permanent Gateway is to edit the LOC File to have the Server Name in it amp then make it read only Making this file read only will force the Server to always be the machine that serves up the data This can be done from any machine including a workstation because the LOC file is located in the Data Directory of our program which actually resides on the Server If you are running a network version of your Datmail or Postmaster 5 01 or higher or Postal Package Partner 4 02 or higher with 2 5 users we require that you set up the Server as the Permanent Gateway For more detailed information o
31. Info tab 89 Post Master User Guide CSR Select from your CSR list or insert one now Salesman Select from Salesman list or insert one now Optional Procedure If mailing under Optional Procedure check this box to include the postage statement on the Optional Procedure report This can be set as a default in Program Setup at the Statement Defaults tab You will then have the ability to run the Optional Procedure report that is listed in the Daily Reports off the Reports menu List On Check Request If you wish this mailing to appear on the check request report check this box Totals Totals will update as pieces are entered at the Calculations Tab CALCULATIONS Tab Adding Mailing Statement 574 Class Std Regular Rate Postage Statement Calculations containers user Info 31 25 Info Accounting Calculations Pieces Rate Postage Expand Filled H art Automation Rates Letters 3 3 oz EF fae DEC _ Expand Al I MI 5 Digit Letter 156 442 26 438 5980 M3 Digit Letter 273 119 49 707 6580 Contract All M AADC Letter 25 488 4 868 2080 MMixed AADC Letter 312 61 7760 Part Presorted Rates Letters 3 3 oz or H DBMC rae ort C ECR Rates Letters 3 3 oz or less v 2h MORA z Display All Entries Address Matching Date Auto Address Matching Date ECR ECR Sequencing Date Totals R ilionable Not Pieces 455 361 Se ae Pounds 22 585 9056 Pi
32. Jobs When this option is checked ONE job number will be printed on an 8125 If more than one Job is being mailed you must enter the other jobs manually in the 8125 s comment area Statement Comments we will use the comments from the Statement that generated the 8125 PRINTS IN BOX 6 Periodicals Always Create 8125 Toggle checkmark on and off as desired Do Not Print 8125 Ship Add Check this box if you do not want the address of the BMC SCF DDU facility to print on the 8125 Addresses do not print for Periodical Forms Destination PRINTS IN BOX 24 Periodicals Do Not Print Gross Weight Check this off if you do NOT want Post Master to print a gross weight figure on the 8125 form PRINTS IN BOX 9 Periodicals Do Not Print Container Count Check this off it you do NOT want Post Master to print container counts on the 8125 PRINTS IN BOX 5 Periodicals 143 Post Master User Guide Fill in 8125 Section 2 Section 2 is supposed to be filled in by the USPS but many Bulk Mail Acceptance people prefer the mailer to fill in this section Check this box if you want Post Master to fill in this section with the defaults entered Contains Mailing Pieces for Outside Delivery Area To check appropriate box in Section 11 Mailer Information Mailer ID Enter the default Mailer ID that you want to print on your 8125 s Appointment Number Leave this blank unless you have a standing appointment number with your Detached Mail Unit or Post Offic
33. MONEY It weighs each pallet calculates the number of pieces by weight then reconciles these counts back to the postage statement If the counts are within 1 it prints a Verification Report for your mail verification clerk If the counts are not within 1 adjust your statement reprint and then print the Verification Report Your verification report allows the postal service to quickly duplicate your calculations speeding acceptance of the mail Please note currently Weight Verification on this program only works if all pieces in a mailing have the identical piece weight A different weight verification system is available for STD Class mailings that are paid at the piece pound rate and are non identical in nature This other weight verification program is documented separately SETUP In the Post Master Program go to the File Menu and select Weight Verification Setup You must enter the basic configuration information Weight Sheet Setup General Printers Tares and Allowances Scale Setup Weight Calculation Methad From Scale Disable Scale Print Weight Sheet Weight Sheet Printer WSERVER1 Optra LX Central 1 Upper Plain Select Weight Sheet Printer Print Work Sheet ork Sheet Printer WSERVER1 Optra LX Central 1 Upper Plain Select York Sheet Printer General Printers Tab TN Weight Calculation Method Manual You must create your pallet and other co
34. Muliple Rates C Multiple Balance Due Paid By PERMIT Balance Paid by Permit x TRUST METER C STAMPS CHECK C Totals Pieces Pounds Postage Total Applied Amount Due If affixing postage to a mailing you must indicate at which rate the postage was applied so the Balance Due can be calculated Due Paid By The user must select a method by which to pay the balance The options available are PERMIT METER STAMPS TRUST and CHECK If the balance is paid by Permit you may need to create a 3600 R 3602 R or 3602 N Statement for the Postage Due Paid by Permit If the total due is paid by Permit or Trust select the permit or trust account number here Follow the same rules that apply when choosing a permit if more than one permit with the same number exists APPLYING POSTAGE AT SINGLE RATES Applied Postage Method Requires one of the following three responses C CORRECT the postage affixed equals the postage so no balance is due 92 Postage Statements L LOWEST Post Master will assume the postage was applied at the lowest postage rate used in the mailing N NEITHER The applied rate is not the lowest rate but another rate the mailer used If the NEITHER option is selected the user is required to enter the rate at which postage was applied If you manually create a single statement with applied postage that has a balance due paid for by permit the statement for additiona
35. Pervasive SQL is a well known and highly regarded SQL database engine that provides reliable data access and overall performance o If your Post Master registration is for 1 to 5 users a Windows based server or a stand alone configuration you will need to install Pervasive SQL Workgroup Edition which can be downloaded from our Pervasive download webpage Pervasive must be installed on the server and workstations that will be accessing Post Master Please contact your Sales Representative to get your license key o If your Post Master registration is for a network installation with 6 concurrent users you will need to install Pervasive SQL Client Server Edition Please contact your Sales Representative for a link to download the software and to receive your license key 2 The installation of Microsoft NET Framework version 3 5 is required Introduction and Support Licensing Agreement WINDOW BOOK END USER LICENSE Post Master Software IMPORTANT INFORMATION PLEASE READ THIS LICENSE CAREFULLY BEFORE USING THE ASSOCIATED SOFTWARE BY USING THE SOFTWARE YOU AGREE TO BE BOUND BY THE TERMS OF THIS LICENSE 1 Creation of Binding Agreement Return Right This License is a binding legal agreement between Window Book Inc Window Book and you This License governs the parties rights and obligations concerning i the configuration of Window Book s Post Master software which you have licensed as described in the User
36. Rate and Piece Rate sections of the form These sections are separated by vertical tabs on the left side of the screen 118 Postage Statements PIECE POSTAGE If the ONE Issue is selected the computer already knows the number of pieces being mailed and you only have to distribute them in the Piece Postage Screen The total number of qualified pieces in this section must match the number of qualified pieces entered in the POUND POSTAGE SECTION For your convenience we track the difference at the bottom left corner of the screen When the difference is zero you have entered your data correctly Note If your advertising percent is zero or you are mailing at non profit rates with an advertising percentage of 10 or less you do not have to enter anything in the pound postage section If the ALL Issues is selected or key rate is used you can enter the number of pieces without working against the number previously entered Entering Piece Counts for Periodical Piece Postage A rate tree is displayed similar to that in First and Std A but this one has two columns Copies and Qualified Pieces To enter the number of copies point to the row under the copies header and click the mouse You can then enter your pieces and press the up or down arrow key to go to the next rate Press the TAB key when done or press the OK or Print Buttons on the toolbar If you need to change the pieces in the Qualified Pieces column just point to the number yo
37. Report Heading Job Mailing Report by xxxxxxx sort order selected CSR Job Client Mailer Sorted by Choose one of the radio buttons Contains Mailer Code Client Code Lot Mail Seq Form Entry Piece Weight Pallet Sack Tray Total Pieces Total Pounds Total Postage Totals Sub Totals and Grand Totals CLIENT SUMMARY REPORT Report Heading Client Summary Report for x x xxxx to Sorted by Client Code Contains Client Code Client Name Pieces Pounds Postage Totals Report Totals CLIENT ANALYSIS REPORT MAIL ANALYSIS REPORTS Report Heading Client Analysis by Job for x x xxxx to or Mail Analysis by Job for Sorted by Class Contains Description Rate Pieces Weight Postage Rate breakdown details Totals Report Totals Note Client Analysis Report does not support Package Services or Periodicals 162 Reporting and Accounting JOB BILLING REPORT Report Heading Job Billing Report for xxxxxx Job Sorted by Date Contains Date Client Form Type Description Pieces Postage Totals Report Totals CLIENT JOB BREAKOUT REPORT CONTAINER ANALYSIS REPORT Report Heading Mail Container Analysis Report for to Sorted by Date Contains Sacks 1 Sacks 2 Sacks 3 1ft Trays 2ft MM Trays 2ft EMM Trays Flat Trays Pallets Other Totals Report Totals CSR MAILING REPORT Report Heading CSR Activity
38. Report for to Sorted by Date CSR Contains Date Control Job Lot Form Type Pieces Pounds Piece Weight Postage Destination Totals Client Totals CSR Totals VERIFIED NON VERIFIED STATEMENTS REPORTS Report Heading Verification for x x xxxx to x x xxxx or Non Verifieds for x x xxx to X X XXx Sorted by Date Contains Date Control Verified Date Form Type Class Job Lot CLient Pieces Pounds Postage Totals Report Totals DROP SHIP REPORTS 163 Post Master User Guide Drop Ship Reports gt Master Statements Reports gt Shared Mailing Reports 4 Permit Listing Client Listing International Rate Chart Report Wizard Ww i T eee Foy Pe LAY Daal Drop Ship Manifest Drop Ship Register Spreadsheet Drop Ship Savings Report Drop Savings Report for Job Drop Ship Trailer Report Drop Ship Trailer Detail Report Drop Ship Breakout Report Drop Ship Projection Report Job Drop Ship Schedule Client Drop Ship Schedule BMC List SCF List ITAY Trailer and Freight information contained in these reports can be manually entered into the statements themselves at the Containers Tab Carrier Trailer Stop Freight Cost Freight PO Changing Mailing Statement 51717 Class S Postage Statement Calculations Containers user into 8125 into Accounting Sacks 1 4 Sacks 2 Sacks 3 1ft MM Trays 2 MM Trays 2
39. SD 570 SIOUX FALLS 58102 ASF FARGO ND 580 FARGO 591019998 BILLINGS 590 BILLINGS 501302296 CHICAGO IL 60808 FOREST PARK f Site change or alternate site exists 6 Expired change This data has been supplied by the USPS but may not be accurate You should always verify any important data such as shipping address information prior to a mailing Zip Reference Optional Can reference a mailer assigned number that prints on the statement near the job number field Fed Agency No Optional This field will appear on statement forms where it is possible to enter this information Mailing Sequence Number Depending on your System Setup you can have a unique Statement Control number automatically assigned or you can enter up to 12 characters for the Mailing Sequence Number If hand entered this number does not have to be unique and both letters and numerals can be entered You can set the auto numbering status and method in Program Setup at the Statement Defaults tab Receipt This field lets you enter the USPS receipt number assigned to the Statement or to enter another piece of identifying information used by the mailer You can set the auto numbering status and method in Program Setup at the Statements Default tab Prepared By Select from your Employee listing The employees full name and initials will print on the postage statement if those options have been chosen in Program Setup at the General
40. THE ASN FILE At the end of each day you must create a file that describes all of your mailings and is uploaded to the USPS Go to the Statement Menu and select Prepare ASN files You will get a list unsent jobs that have ASN data associated with it 202 USPS Programs Made Easy Transmission Date Lot Pv No Barcode Transmission Date to Retrieve t PESE BMC PHILADELPHIA PA 13 9125 Ct No DestCiNo Subse 10 4 18 2002 SCF SAINT PAUL MN 550 5 6 4 18 2002 SCF MINNEAPOLIS MIN 553 6 7 4 22 2002 36 12 4 23 2002 SCF SAINT PAUL MN 550 35 37 4 23 2002 4 23 2002 SCF MINNEAPOLIS MN 553 36 38 4 22 2002 4 23 2002 BMC WASHINGTON BULK MAIL 37 39 x Transiter z Do Not Transmit Trensmit vie FTP Generate tor HTTP Transfer Mark Unmark by Drop Date View Planet Codes Mark as Sent Tag the jobs that are ready to mail by Double Clicking on them or clicking the Transmit button or use the Mark Unmark by Drop Date You can unmark by clicking on the Do Not Transmit button When you are all done press the Transmit via FTP button to transmit them via FTP to the USPS FTP site After the file is created you will be asked if you want to send via FTP now If you say yes the file will be transferred and the transmission date updated to the ASN record A file will be created in the ASNOUT folder under the Post Master Postage Statements data folder When it is succe
41. X 8125 145 Post Master User Guide United States Postal Service Plant Verified Drop Shipment PVDS Verification and Clearance ADC SEATTLE WA 96168 1899 1 Mame Maler Cortot Name TD Mal Cortict Te pios Window Book 865 394 3073 2 01 Flut Location NOTE 2 0 Vietgitota hg Pho Cambridge 02139 rapis ie NN X Ctr of Mall 9 Tota G rcs Vi WE OTS pm t EJ Periodicals 284 0000 Standard 39 Tye 0f B Wg Cafe gon Package Services LJ Letters EJ Automation Compatible irregular Parcels international specity class Dj Fists C Machinestle Parcels C Nonmachinable Percets 5 Wiebe oTContiment Dy Type 11 Esty Ob coat C beat ad tatapis PA Palet Bones pou CO hternational Service Canter SC wn paagis DSCF LJ Other international D8Mc Mailing includes pieces for delivery outside service area of entry office Tai compa Mk Diop Mp Appolvtnent Power than mae r aed Fw wien compe tng bm unas wh ia port 0080 Mr Carrier Transportaion Carrier Bally Comi tH inte nc ED Tehpbcas T1 999 999 9999 ccce UNIES mene CT D6511 111 111 1111 14 23 Daft Pong Stap Dd DMU Mailers Plant BMEU or Post Oftice Ogame E r YT DT Delivery Unit 3541 146 Postage Statements United States Postal Service Postage Statement
42. advantages to using external data in WBI products Ensures that statement is for a job that exists in another system This way any data that is brought in from the WBI statement files will be associated with valid job numbers Reduces data entry You no longer have to maintain separate Job Client and other files inside Post Master or DAT MAIL programs DAT MAIL enhances ability of DAT MAIL to automatically generate statements If both external job and client tables are mapped DAT MAIL can associate the correct client with each statement automatically from the job number See separate DAT MAIL Post Master ODBC Connect User Guide To access online click here 49 Defaults and Program Settings Statement Set Ups Click on FILE Program Set Up to access General Info System Setup Statement Defaults Use Quick Date Entry Auto Number Client Records Periodicals Drop Ship 8125 L Printing m thane Lookup Clients by Client Code User Defaults SERE 3 User Prompts Limit Piece Counts to Master Statement Quantities Export Create Postage for 3606 Receipt r Confirm EFI FAST PostalOne Clear Check Request after Report Do Not Verify User 1 Protect Job And Client File Enable Non Identical Mailing Verification Do Not Preview Any Reports External Data None v OK Cancel Help If you do not see the OK Cancel and Help buttons try positi
43. advertising agency or corporate headquarters select the Client for billing here Permit Required Enter the Permit number for this mailing If there is more than one Permit with this Permit number the first one based on Post Office of Mailing will be chosen automatically Use the lookup button to select a different Permit or to add a new one Typing in a new Permit umber will pop up the Permit Data Entry Screen where you can enter the new permit information WARNING Do not change the text inside the Permit or the PO of Mailing Mailer Required Select from the Mailer Information Listing or insert a new Mailer CAPS ID Optional Access or add to the CAPS Account Listing CAPS is the Centralized Postage Accounting System of the USPS Select Entry Point Use this button if you are creating a statement for discounted drop ship mail You will be given access to the Destinations Listing Assign the statement to a destination by choosing one off the appropriate tab 70 Drop Ship Facilities BMC scr Origin DDL Lookup User Destinations To search enter all or part of the zip code and press TAB Postage Statements Type Lel Letters amp Flats All Classes Chg Alt Physical Zip 4 Label Facility Name Cit 011529751 070979998 142069651 15095 191169751 207999998 274950001 303690001 320390002 381369997 452359998 481012775 503950001 551212288 571049300 58102 591019998 601302296 BMC SPFLD
44. all relevant information stored in the Publication file for use in future mailings for that publication Incidental First Class Checkbox Optional Incidental First Class mail can be attached to a periodical mailing If such mail is present check the box Job Optional Enter the Job code for the job being mailed If your Job number already exists in our database type in the value and press the tab key or use the lookup button to select the Job If you are entering a new Job you will get a message alerting you that the job doesn t exist and if you d like to create it choose Yes Lot Optional unless you have made it a required field in Program Setup If you are tracking mailings by Lot version enter the Lot value here Client Optional Enter lookup or insert Client here Permit Optional Enter lookup or insert Permit information PO of Mailing is entered into the Permit Information and is automatically carried into the statement PO Finance Enter here if applicable Select Entry Point click here to access the drop ship database and select a destination from the lists Drop Ship Facilities ADC scr Origin DDU Lookup Transfer Hubs User Destinations To search enter all or part of the zip Code end press TAD Lel Letters amp Flats All Classes 009369997 ADC SAN JUAN 006 SAN JUAN 011529751 ADC SPRINGFIELD MA 010 SPRINGFIELD 022050002 ADC BOSTON 021 BOSTON 02904 ADC P
45. be set to Permit If creating a form that uses applied postage you must choose Stamps or Meter Package Optional If this is a marriage mailing select the package here Piece Type Required Choose the piece type you are mailing If you are mailing at automation rates be sure to select either ACL Automated Compatible Letter or an ACF Automated Compatible Flat in order to view those rates at the Calculation tab In First Class selecting OSL oversized letter will force the system to calculate oversize surcharges Non Identical When doing a mailing where all pieces weigh the same the Non Identical field defaults to N Normal If the single piece weight is ZERO the user must select a non identical method Here is a description of each option Normal Mailing If this is a normal identical piece weight mailing a piece weight is required Average Weight In this method postage is calculated normally for each rate category After selecting AVERAGE method you will be prompted for a single piece weight that represents the average piece weight in a mailing The user is then prompted to enter the total weight of the mailing if known When the Statement is printed the single piece weight the Postage Statement will say Non Identical Totals Only This method provides a summary of a mailing that is documented in detail on another printout It is used primarily on 3600 P and 3602 P forms where the correct postage
46. database type you are creating a data source for you can point to an SQL database or a folder where files are kept If an SQL data base is selected you will be able to access both tables and views defined in that database and will be able to modify the SQL syntax used to retrieve data so that the differences between different SQL databases can be dealt with 2 Make sure ODBC Connect is registered Go to Help About More About and registered options to be sure ODBC Connect is listed If not contact your WBI salesperson for a revised registration number if you don t already have one 188 Utilities and Special Tools Post Master 2000 5 02 02 06 ABS Database Version Info Registered Options Environ Maximum simultaneous users allowed 5 REGISTERED OPTIOHS ConfirmASH Entryinfo ODBC Connect 3 Enable and Configure ODBC Connect If you are using DAT MAIL press the 3602 button to go to the statement printing program then select the File Menu and Program Setup If using Post Master go to the File Menu and Program Setup Maintain Extended User Information Do Not Verify User 1 Protect Job And Client File Enable Non Identical Mailing verification Allow entry of Meter Date External Data posc Connect Settings At the lower left of the main setup screen you will see External Data Select ODBC Connect Click on the Settings button You will be able to select a profile either or your workstati
47. is the drive letter to which the server is mapped If this folder is not visible from the Workstation put the files contained in this folder in a directory that can be seen from the workstation and run setup from there The installation program begins its initial preparation After the preparation completes the Welcome screen appears 2 Click Next to proceed with the installation 3 Click on Complete to choose the Complete Setup The Complete Client Installation installs the following components to the local machine Transactional and relational interfaces Client requesters DOS Trace and Win32 requesters Utilities Online documentation 4 Click Next A dialog will appear that informs you the installation program is ready to begin installing files Click Install to continue with the installation 5 If required close any running applications that may interfere with the Pervasive SQL installation A dialog box will appear if applications are running that can interfere with the installation of Pervasive SQL Exit all of the programs that may interfere then click Next Note Next will not proceed with the installation unless you exit all programs that may interfere If you had a previous version of Pervasive SQL clients on your system Pervasive System Analyzer will archive it before installing the current version Note If installed files could not be copied because they were locked in memory a reboot
48. it is complete When you press this button it will ask you for a spoilage percent If you enter a number here the program will adjust the piece counts in all of your piece count entries downward by the percentage entered It will create a Master Statement for each destination job and lot in the PV and adjust the piece counts in both the Master Statements and original Statements for the spoilage entered which is optional The mailing balances in the Master Statement s will be 0 since there are still statements on file for the pieces You can print the Consolidated form as a Master then delete it really delete it answer YES to deleting the associated Statements to return the pieces to the mailing balances in the Master Statements Destination Xfer This button will display a list of the entry points in this Consolidated statement and allow you to tag which ones you d like to transfer to a new Consolidated statement Simply select the desired entry points that need moved enter a new mail date optional and hit the Process button The corresponding 8125 form will move along with the individual destination entry postage statement A new Consolidated form is now created This is most helpful if you ve generated a Consolidated form for more destinations than what will actually get mailed for the day Drop Ship 3602 V Listing 3602 Statements Destinations PY 31 Date 3 15 2004 Permit 8 Duncansville 99999 Nu amp dd Destinat
49. or 192 221 253 2 Click Next The communication test transmits a series of test messages between the two machines After all test messages are transmitted and received correctly a dialog confirms that 75 messages were successfully transmitted Click Next to continue 2 Testing the Transactional Engine PSA performs a series of tasks to ensure that the transactional engine is working properly Transactional Engine Test 18 Installation do not want to run the transactional tests Please select the samples directory on the server where your database engine is installed PVSW samples Browse Please select the tests you would like to perform on the transactional engine Create Data File v Read Data File Update Data write access required Insert Data write access required Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the transactional engine is communicating properly and the transactional databases are functional 3 Run the Transactional Test PSA displays a check mark for each test that passes and an X for each task that fails during the transactional engine test A summary report is also provided in the information window as shown in the following figure Once your transactional engine tests are complete click Next to test the relational engine 4 Testing the Relational Engine PSA performs a series
50. or corporate headquarters select the Client for billing here User 1 6 These fields are optional User defaults can be set in the Program Setups to define some of these fields Customer comments 3 amp 4 print in the Mailing Information Section under the description of mail 112 Postage Statements Notes Enter up to six lines of notes that will print on three lines of the Postage Statement under the postage calculations Two lines in the entry box will correspond to one printed line Optional Procedure If mailing under Optional Procedure check this box to include the postage statement on the Optional Procedure report This can be set as a default in Program Setup at the Statement Defaults tab You will then have the ability to run the Optional Procedure report that is listed in the Daily Reports off the Reports menu List On Check Request If you wish this mailing to appear on the check request report check this box Now proceed to Saving or Saving Printing your statement by clicking on the OK or Printer icon above the postage statement window 113 Post Master User Guide Periodical Statements wm Post Master 2000 5 02 02 04 WB0005 Edit Reports Utilities Weight Verification File 11216 m ist Class Standard Mail 3600 3602 TEA Periodicals Statements 3541 Dira Shim RAN When you select the Periodicals option from the Statement Menu you will immediately be presented with the Postage Statement Table
51. piece weight of different pallets in a mailing with different piece weights only the last will be updated 6 You will see a running total in the lower left of what you have weighed vs what you are mailing on the screen and when you are within 1 total on the last pallet of the mailing the Save and Close button will be enabled and you can close the mailing by pressing that button This prints the weight verification reports and updates the pallet information to your postage statements and 8125 s ENTERING PALLET WEIGHTS IF YOU ARE NOT USING A SCALE If you are not using a floor scale connected to Post Master you can still use the Verification program You can either type in the barcode number that appears on the skid sheet or using the Job tab find the pallet by Job Lot and Entry point and use the instructions above as if you had scanned the barcode Go to the Job tab then press the JOB button and select the Job You will see all lots and entry points for that job Job 3558 Lot Class First Std A Periodicals Std B Priority 9558 B 124173 7 16 03 3558 81 124173 7 16 03 9558 82 653 7716 03 3558 130 124 173 7716 03 cue s After you press the select button you will then see all the pallets for that lot and entry point 183 Post Master User Guide Containers Listing Rercode Job Jod Test Cient Jod Test Clent Jo Test Cieni Jod Test Chent Jod Test Cien iV
52. program if led 128 Postage Statements 4 Highlight one of your postage statements and press this print icon Press this button to Batch print a number postage statements Pressing this icon will create a carbon copy of a highlighted postage statement without any piece counts You will simply need to fill in your new pieces per postage rate KA This button will place a blue checkmark beside a postage statement to indicate it has been verified by the USPS The statement will no longer be available for edits If you mistakenly verify a postage statement open the statement go to the Calculations tab and delete the date inside the Verified Date field then hit the Tab key To save your changes and close the statement click on the OK button above the statement window Use this button if you are weighing your mail through our Weight Verification system x Zeros the piece counts and postage of the highlighted Statement but does not delete it This is particularly useful if you are mailing under Optional Procedure and need to account for each control number Also used in conjunction with the optional Postage Accounting module as it will only void the statement not delete it Statement Menu List 1 Class Standard Mail 3600 3602 A complete list of every 1 Class or Standard A postage statement you have generated 129 Post Master User Guide 1st Class and Standard A Mailing Statements Control No Per
53. required to register the program using the HTML registration if it comes up at the end of the routine Note For 6 or more users on a network the Pervasive SQL Netware Client Server installation with a 10 user license is required and included in the purchase price of your Window Book product Installation Options for Novell Network Users As a Microsoft preferred partner Window Book follows Microsoft s timeline for phasing out support for this O S We are encouraging all of our customers to plan and implement an upgrade to a supported Windows server in order to optimize the performance of their Window Book software Current Window Book Windows NT Users will continue to receive whatever support we can provide however we will not be allowing any new Windows NT installations For more detailed information and the specific dates on the support schedule please visit http www microsoft com ntserver ProductInfo Availability Retiring asp Installing Pervasive SQL on Citirx Supported Environments You may install the Pervasive SQL database engine in any of the following environments Windows NT 4 Terminal Server SP6a Windows 2000 Terminal Server SP1 Windows NT 4 Terminal Server SP6a with Citrix MetaFrame 1 8 Windows 2000 Terminal Server SP1 with Citrix MetaFrame 1 8 Only one instance of the database engine may run on any terminal server platform You cannot run separate copies of the database engine within two or more termina
54. run Accounting Tab For use with Postage Accounting Module 80 Postage Statements Adding Mailing Statement 184 Class Std Regular Rate 9 Postage Statement Calculations Applied Postage Containers User Info 25 Accounting Bill Amount If creating new statement bill amount will be set to postage amount if amount is lett at 0 00 Totals Pieces 158 902 Pounds 7 230 0410 Postage 30 693 1660 Total Applied 30 225 0100 Amount Due 468 1500 This tab shows you that zero dollars have yet to be applied to the Bill To Client Once the postage statement is saved the Total Postage amount will be entered automatically into this field If you want to over ride that amount you can enter it here before saving the statement Now proceed to Saving or Saving Printing your statement by clicking on the OK or Printer icon above the postage statement window 81 Post Master User Guide Drop Ship Consolidated STATEMENT TOOLBAR ICONS When you are inside one of your Statement lists you will see this toolbar across the top of the window sm Post Master 2000 5 02 02 04 WBO005 File Statements Edit Reports Utilities Weight Verification Accounting Other Programs Window Help Alaa 90 poli Inl 21 Sl Bi v i gt gt gt v a These VCR buttons will help you to navigate through the statements list Float your mouse over each button to s
55. s Guide the Software Application and ii any associated media online documentation or printed documentation items i and ii are collectively referred to as the Software Product IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE DO NOT INSTALL OR USE THE SOFTWARE PRODUCT Instead return the Software Product promptly in the original package with your sales receipt to Window Book at the address provided in Section 19 below for a full refund of the purchase price 2 Term and Grant of License The term of this License is one 1 year beginning on the date you purchase this license the Term During the Term Window Book grants you a non transferable nonexclusive license i to install the Software Application on all computers at one 1 site defined as one building and ii to use the Software Product for its intended purposes The Software Application may allow you to store and retrieve information from the US Postal Service USPS locally and or on Internet servers maintained by Window Book Access to Window Book Internet servers for such purposes shall be subject to a separate contract between you and Window Book 3 Renewal of License You may renew this License upon expiration of the Term on Window Book s then current terms and conditions 4 Network User Storage You may store or install a copy of the Software Application on a storage device such as a network server used only to install or run the Softw
56. sure to tell them that you are using the Window Book CONFIRM module HOW TO USE CONFIRM ASN EI MODULE WITH TRACK MY MAIL COM In the client file enter TrackMyMail s provider number and the three digit account code that has been assigned to this client by TrackMyMail com Normally TrackMyMail com uses a four digit customer number but for Window Book users this is a three digit number to accommodate our normal subscriber ID sharing scheme The advantage of WBI s 3 5 sharing scheme is that it accommodates a larger number of mailings per year per client than a 4 4 scheme You will be uploading your Confirm ASN files to TrackMyMail com instead of the US Postal Service You would set the Confirm ASN FTP address information in the Program setup to TrackMyMail com s FTP address You would leave the FTP download site information blank since you will not be downloading notification files directly from the USPS or TrackMyMail com This information is present in TrackMyMail com s reports If you are also participating in the entry Information program those files would still go directly to the US Postal Service and you would configure the Entry Information FTP data accordingly If you are a mailing agent and have some customers who use TrackMyMail com and some that have their own subscriber ID s at the present time there is not easy way to support both types of customers In the June 30th rate case release this will be changed so that each cust
57. the Transmit via FTP button to transmit them via FTP to TrackMyMail or the USPS FTP site After the file is created you will be asked if you want to send via FTP now If you say yes the file will be transferred and the transmission date updated to the ASN record A file will be created in the ASNOUT folder under the Post Master Statements Data Path When it is successfully transferred it will be moved to the ASNLOG folder which is also automatically created under Post Master Statements Data Path This path is can easily be located by opening the main Post Master screen click on Help gt About gt More About Environment If you say no when asked to transmit the file will be created in ASNOUT but not transferred At this point you can select the Send CONFIRM Files option of the Statement Menu and upload your files from this menu 222 USPS Programs Made Easy Confirm ASN El Upload Log Upload Log Detail Mail Date to Retrieve 2 E am 2 2003 No ot Uploaded 39959 EM 0000089389061 220 Upload to USPS FTP Site If you want to see items that have been previously sent enter the date of transmission in the Transmission Date to Retrieve and you will see these previous entries listed HTTP UPLOAD As an alternate to the USPS FTP Site such as if the site is running but you have firewall problems you must have Port 21 open on the firewall to do FTP transfer you can upload the f
58. the additional Postage 3 In the Calculations tab enter the amount of the postage due You can now print the statement APPLYING POSTAGE AT MULTIPLE RATES Apply at Single or Multiple Rates In almost all cases you will be applying postage at a single rate Unless you are applying postage at the correct rate it is technically against DMM regulations to apply at multiple rates Some Post Master users have had this rule waived and need to enter different applied rates and even different applied piece counts If this is required click the Multiple radio button as the Applied Method 93 Post Master User Guide Applied Method Neither Rates Applied Lowest Single Rates C Correct fulipe Rates ied Breakout C Multiple There are two different ways to do this if the rates you are mailing are NOT the correct rates 1 Select the MULTIPLE option as the Applied Postage Method You can now enter the TOTAL Postage Applied If you wish to be more specific about where that postage came from use the notes feature to describe This is a good method of dealing with combined mailings 2 Select the NEITHER option in the Applied Postage Method and then select the MULTIPLE option on the radio button group that will appear to the right of the Applied Postage Method An Applied Breakout button will appear Pressing this button will bring up a screen that shows all of the rates at which you are mailing You can enter a differe
59. the permit control number is incremented For example if you are doing three Mailing Statements on permit number 100 the permit sequence numbers could be 100 341 100 342 and 100 343 If you are Mailing under Optional Procedure two separate Permit Sequence numbers are supported one for mailings made under Optional Procedure and one for mailings not done under Optional Procedure This is why the Permit Control number is the preferred Sequence Numbering method if the mailer is mailing under Optional Procedure The Job Control number takes up to eight characters of the job number and adds a dash and a number after it If you do five Statements for job 1542 the Job Control numbers would be 1542 1 1542 2 1543 3 1542 4 and 1542 5 Receipt Auto Numbering You can assign no number the Receipt Number field or assign the control number permit sequence number or a Year Week code The Year Week code prints the year followed by your fiscal week number based on the fiscal year begin date that you can enter if this numbering method is used The Job Control number can also be used as described above 56 Defaults and Program Settings WE HIGHLY RECOMMEND THAT EITHER THE RECEIPT NUMBER OR MAILING SEQUENCE NUMBER BE ASSIGNED TO THE CONTROL NUMBER This will make it easier to locate your Mailing Statements in the program Statement Print Settings Default Statement Copies 14 Print Employee Name Print Employee Initials Print Client Code
60. to ensure that the relational engine is working properly Relational Engine Test C 1 do not want to run the relational tests want to run the relational tests Please enter the name of the engine dala source you would like to test Machine Machmne Engine DSN demodata Please select the tests you would like to perform on the relational enge v Create Table vite access required Read Data Update Data wre access required 2 insert Data write access required Post Master User Guide Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the relational engine is communicating properly and the relational databases are functional 5 Run the Relational Test PSA displays a check mark for each test that passes and an X for each task that fails during the relational engine test A summary report is also provided in the information window 6 After the relational engine tests are complete click Finish to exit the PSA test Now you are ready for Step 2 Installing the Client Components on each workstation 10 Installation Installing the Pervasive SQL Client Components Windows When you have completed the Server installation Installing from a Pervasive SQL Server Map the server you will be installing from to a drive letter on the workstation 1 Click Start gt Run then type lt drive gt pvsw clients win32 setup where drive
61. used to define a drop for the job you are creating statements for Post Master s LOT field is used for the Pro Mail Drop Number and the Package field is used for the package number Lookups are provided for each The Drop lookup will display automatically after you select a job so you can select a valid drop for that job When you get to the package field press that lookup button and select a valid drop for that job The single piece weight will be populated on the statement automatically though you can override it Both Lot and Package fields are required Important Note You do NOT have to select a Pro Mail 5 Drop when creating statements manually If the drop number you wish to assign is not already in Pro Mail you may enter your own though you should take care to make it unique for the job When the statement is imported into Pro Mail 5 the drop will be added automatically Unlike the Drop Number you MUST use a valid Pro Mail 5 Package ID when creating statements otherwise the statement data will fail to be imported Unlike Pro Mail 4 Pro Mail 5 and POST MASTER support multiple packages per drop so you can create statements with either 1 package per drop or multiple packages per drop Here is how Creating Single Package per Drop Statements a When creating a Normal single package statement enter the job number and press TAB You can also lookup the job directly from Pro Mail s table by pressing the lookup button to the rig
62. variation between your weight and that measured by the Postal Service will require that the entire form be recalculated and printed o Advertising Percent Required enter the advertising percent for the periodical If mailing at Non Profit rates the calculations will assume ZERO advertising percent even if the actual advertising percent is as much as 10 o Minimum Sample Displayed if you entered your scale s accuracy in SYSTEM SETUP this is the smallest sample size that will give you six digit accuracy If ALL Editions per Month 117 Post Master User Guide o Inthis case you are commingling what could be different issues of different piece weights and the pound postage will be based on the number of pounds directly entered for each zone Because the single piece weights may vary by zone MAILER S EDGE Periodicals will make no attempt to calculate the number of pounds for each zone Instead you will directly enter the total weights for each zone o Average Weight Required enter average piece weight for all editions combined o Advertising Percent enter the average advertising percent for all editions combined Sheet Weight The average weight per sheet of the periodical Copy Weight The average weight per copy Periodicals Out of County Tab This Tab is used for Out of County Periodical Postage Calculations Adding Statement 501 Periodicals Regular Postage Statement Out of County
63. would apply if you had selected an SCF or DDU the applicable rate tree would appear The calculations are displayed on what looks like a scrolling spreadsheet Highlight the cell to the left of the desired rate and type in your piece count You can scroll down to your next entry with your up or down arrow keys When all entries are complete you can press the TAB key or ENTER key to see the final postage calculation before moving on OTHER INFORMATION ON CALCULATION Tab CASS DATE INFORMATION Enter your CASS date information in the appropriate fields amp ADDRESS MATCHING DATE AUTO ADDRESS MATCHING DATE ECR ECR SEQUENCING DATE Repositionable Notes Enter the amount of Repositionable Notes if applicable Additional Postage There are times when a miscellaneous postage amount may need to be paid For example the payment of additional postage required by mailing applied postage would require a separate 3602 or 3600 to pay this 91 Post Master User Guide amount due Use the additional postage area to enter the amount and description of this postage APPLIED POSTAGE Tab 3602 P HP NP NHP and 3605 BPP BFP DPP DFP PPV SPV Only Adding Mailing Statement 184 Class Std Regular Rates Postage Statement Calculations Applied Postage containers User Info 8125 Info Accounting Applied Method Neither Rates Applied C Lowest Single Rates Single Rate Postage Applied 0 0000 C Correct
64. would then enter the shared subscriber ID number 1 999 in the Shared Subscriber ID field Step 2 Enter the Subscriber Information in the Client file unless you are always going to use the same Subscriber ID for all customers Go to the File Menu in the main Post Master window select Client File and then enter the Subscriber ID in the CONFIRM box If this client is using a shared Subscriber ID check the Use Shared Subscriber ID checkbox and enter a Shared Subscriber ID corresponding to the client For example if 20 clients are sharing subscriber ID 12345 you would enter 12345 in the Subscriber ID field then check the Use Shared Subscriber ID checkbox and enter the number assigned to that customer 1 999 in the Shared Subscriber ID field USING THE MODULE Once setup has been done you can create your postage statements and 8125 s either manually or from MAIL DAT and populate the information that will be sent to the USPS to describe your Confirm mailings If a mailing is not drop shipped 196 USPS Programs Made Easy or plant verified it should be documented on a postage statement with no entry facility chosen Statements not linked to 8125 s such as local entry mail will be prompted to automatically print form 3152 A after printing the statement Statements that are drop shipped will be documented via their 8125 s Non Drop Shipped Mailings After generating postage statements go to the User Info Tab You w
65. you guessed it http www trackmymail com When you sign up be sure to tell them that you are using the Window Book CONFIRM module HOW TO USE CONFIRM EI MODULE WITH TRACKMYMAIL COM Open the main Post Master screen click on File then Client List Open a Client and enter your Subscriber ID that is equal to the 3 through 7 digits of the PLANET Code provided to you by TrackMyMail com Check the box for Use Shared Subscriber ID and then enter your 3 digit Window Book Account code that has been assigned to you by TrackMyMail com Normally TrackMyMail com uses a four digit customer number but for Window Book users this is a three digit number to accommodate our normal subscriber ID sharing scheme The advantage of WBI s 3 5 sharing scheme is that it accommodates a larger number of mailings per year per client than a 4 4 scheme 214 USPS Programs Made Easy Update Records Chert Code HOUSE 1 PO of Mailing Ouncansvile 99999 Client Nene House Moil amer House amp axes zawa o oo Company Window Boor ne 8 AM ary Town 70 PA zpcow sos Terms for Bal Forward 000 Profit Type Canfirm ASN Non Profit Non Profit Auth No Subserioer Use Shared Subscriber ID Profil Shared Subscriber ID 0 Record be Changed You will be uploading your CONFIRM files to TrackMyMail com instead of the US Postal Service If you a
66. 02 P then it should be a 3602 R If your original statement with applied is non profit make sure to create a 3602 N to pay the additional Postage 3 In the Calculations tab enter the amount of the postage due You can now print the statement APPLYING POSTAGE AT MULTIPLE RATES Apply at Single or Multiple Rates In almost all cases you will be applying postage at a single rate Unless you are applying postage at the correct rate it is technically against DMM regulations to apply at multiple rates Some Post Master users have had this rule waived and need to enter different applied rates and even different applied piece counts If this is required click the Multiple radio button as the Applied Method Applied Method Neither Rates Applied C Lowest C Single Rates Correct Muttiple Rates Applied Breakout C Multiple 76 Postage Statements There are two different ways to do this if the rates you are mailing are NOT the correct rates 1 Select the MULTIPLE option as the Applied Postage Method You can now enter the TOTAL Postage Applied If you wish to be more specific about where that postage came from use the notes feature to describe This is a good method of dealing with combined mailings 2 Select the NEITHER option in the Applied Postage Method and then select the MULTIPLE option on the radio button group that will appear to the right of the Applied Postage Method An Applied Breakout button will appear
67. 40 200 0 1760 1 760 0000 Basic Letter 0 0 1830 16 DBMC f DSCF Car ort Rea Nonautomation Letter f NONE f DBMC f DSCF After you use the lot lookup button and select a Master Postage Statement to work from the word Master Mailing Statement will appear on the upper right side of the screen When you go to calculations the remaining piece counts will appear in a column Balance to the right of where you enter the piece counts Entering piece counts will reduce the Balance of pieces that remain to be mailed If you wish to use the balances that are displayed press the Use Balances button under the Pieces button on the right side OTHER INFORMATION ON CALCULATION Tab CASS DATE INFORMATION Enter your CASS date information in the appropriate fields ADDRESS MATCHING DATE AUTO ADDRESS MATCHING DATE ECR ECR SEQUENCING DATE ADDITIONAL POSTAGE There are times when a miscellaneous postage amount may need to be paid For example the payment of additional postage 74 Postage Statements required by mailing applied postage would require a separate 3602 or 3600 to pay this amount due Use the additional postage area to enter the amount and description of this postage Applied Postage Tab 3600 P 3602 P and 3602 NP Only Adding Mailing Statement 184 Class Std Regular Rates e Postage Statement Calculations Applied Postage Containers User Info 81251nfo Accounting Applied Method Nei
68. 5 27 2004 00000095 WIN Cambridge M 17 3541 AV 6 01 2004 00000088 NEW Duncansville BA Control No Insert Delete 3602 5 25 2004 Karen HOUSE 3602 RV 5 26 2004 Karen HOUSE This list can be sorted by using the two tabs at the bottom Control No or Job The default is Control Number The Control Number here is specific to the Consolidated Statement The Form column tells you what consolidated form type it is To create a new Consolidated form click on the Insert button POSTAGE STATEMENT Tab 83 Post Master User Guide Postage Statement calculations User Information Dae 5 5204 RE Job fC aj Form 96025 v Payment PERMIT vj Permit Piece Type ACL ACF MP LTR FLAT OP Containers 1 Trays 2ftMM Trays 2 EMM Trays Ttl Trays 0 Flat Trays Sacks Pallets Other 0 0 0 Totals Pieces Sequencing Date Pounds Postage caPsip Mailer mri Fed Agency No Employee Delivery Date The Postage Statement Tab allows the user to enter the information required to establish what rates can be mailed and to identify the Client Job and Permit used for the mailing TIP Go to the File menu in Post Master and pre enter all of your clients and permit numbers to make statement entry faster Date Enter mailing date This will be used to choose the rate table in effect on the mailing date If it is a futur
69. 602 Nonprofit Standard Mail Letters and Flats Postage amp ffixed 3502 NPS Nonprofit Standard Mail Subject to Surcharge Postage Affixed 3602 Nonprofit Standard Mail Heavy Letters Permit Imprint 3602 Nonprofit Standard Mail Heavy Letters Postage Affixed 3541 RV Periodicals 3541 N Periodicals 3541 NCY Periodicals 3505 BPR Bound Printed Matter Parcels Permit Imprint 3605 Bound Printed Matter Parcels Postage amp ffixed 3605 BFRY Bound Printed Matter Flats Permit Imprint 3605 BFP Bound Printed Matter Flats Postage Affixed 3605 DPR Destination Entry Bound Printed Matter Parcels Permit Imprint 3605 Destination Entry Bound Printed Matter Parcels Postage amp ffixed 3505 DFRV Destination Entry Bound Printed Matter Flats Permit Imprint 3605 DFP Y Destination Entry Bound Printed Matter Flats Postage Affixed 3605 PR Y Parcel Post Permit Imprint 3605 PPV Parcel Post Postage amp ffixed 3605 SRY Parcel Select Permit Imprint 3605 SP Parcel Select Postage amp ffixed 3600 PMY E lt lt Payment Required If creating a form that requires permit postage this will already be set to Permit If creating a form that uses applied postage you must choose Stamps or Meter Client Required If the client is already in your Client file you can enter the value by just typing the Clients na
70. 999 BMC MPLS STP MN 55202 ASF SIOUX FALLS SD 570 ASF FARGO ND 580 ASF BILLINGS MT 590 BMC CHICAGO IL 60808 wf Site change or alternate site exists 9 Expired change SPRINGFIELD JERSEY CITY BUFFALO WARRENDALE PHILADELPHIA CAPITOL HEIGHTS GREENSBORO ATLANTA JACKSONVILLE MEMPHIS CINCINNATI ALLEN PARK DES MOINES SAINT PAUL SIOUX FALLS FARGO BILLINGS FOREST PARK This data has been supplied by the USPS but may not accurate You d View Select should always verify any important data such as shipping address information prior to a mailing Package Optional If this is a marriage mailing select the package here CSR Select from your CSR list or insert one now 8125 This field will automatically populate with an 8125 control number that corresponds with this statement after the statement has been saved If you would like to add the mailing information of this statement to another 8125 that already exists in your system enter the control number here Bill Amount This field shows you that zero dollars have yet to be applied to the Bil To Client Once the postage statement is saved the Total Postage amount will be entered automatically into this field If you want to over ride that amount you can enter it here before saving the statement Bill to Client Postage Accounting users only If the Client you wish to bill is not the same as the mailed for Client i e an advertising agency
71. AL INSTALLATION OPTIONS f you have a number of workstations not connected to a scale but only one workstation is connected to a scale copy the PMWWTS INI file from your WB PMW DATA folder to a new folder ie WB PMW DATA WS1 and change your shortcut on the computer with the scale that starts Post Master to identify the new folder ie F WB PMW W F WB PMW DATA WS1 This way only the workstation that is reading the scale will be configured to do so WEIGHING PALLETS WITH A SCALE 1 Create your postage statement 2 Select the Weigh Pallets Sacks and Trays option on the Statement Menu When statements were generated by Post Master a record was created ina 181 Post Master User Guide special pallet file for each pallet included on a Postage Statement You will now see these records listed Containers Listing 7 1224 3 BMC GREENSBORO BMC GREENSBORO 3 Place the pallet on the floor scale 4 With the cursor in the Barcode to Retrieve field scan the barcode on the skid sheet It will now retrieve he pallet record and display the following information 5 You will see the single piece weight that was assigned when the statement was created You can make changes to all of these counts and even make an adjustment to the single piece weight here Single piece weight adjustments will 182 Utilities and Special Tools be copied to the statement record If you adjust the
72. ANTIES OF MERCHANT ABILITY TITLE NON INFRINGEMENT ACCURACY OR FITNESS FOR A PARTICULAR PURPOSE 10 Limitation of Liability WINDOW BOOK SHALL NOT BE LIABLE FOR SPECIAL INCIDENTAL CONSEQUENTIAL OR PUNITIVE DAMAGES OR DAMAGES FOR CLAIMED LOST PROFITS REVENUE OR LOST BUSINESS IN ADDITION WINDOW BOOK S LIABILITY UNDER THIS LICENSE SHALL NOT EXCEED AN AMOUNT EQUAL TO THAT PAID BY YOU HEREUNDER In certain contracts some states do not allow exclusions or limitations concerning implied warranties or damages The above limitations and exclusions accordingly may not apply to you 36 Introduction and Support 11 Ownership No Implied Rights The Software Product contains copyright protected materials trade secrets and other proprietary information all right title and interest to which are held by Window Book or its licensors The Software Product is licensed not sold and all rights not expressly granted in this License are specifically reserved to Window Book 12 Reverse Engineering You shall in no event reverse engineer decompile or disassemble the Software Application 13 Export Law Assurance You agree that you will not export the Software Product or any technical data obtained from Window Book except in compliance with U S export regulations 14 Termination You may terminate this License at any time by destroying the Software Product Without prejudice to Window Book s other rights this License will terminate
73. CTORY AND CONTENTS ASNOUT DIRECTORY AND CONTENTS EMDLOG DIRECTORY AND CONTENTS All of the ConfirmASN DATfiles These must be backed up and restored as a set 46 Introduction and Support Optional Modules Confirm Entry Information TrackMyMail Modules Populate your Planet Code El information automatically through Mail dat Automatically download tracking data on Planet Code pieces Allows automatic correlation between seed records and mail detail Supports both USPS programs See separate DAT MAIL Post Master Confirm User Guide To access online click here Registered users you can access this User Guide right from your program Go to the Confirm Entry Information TrackMyMail com set up tag to access User Guide Postage Accounting Module Letershop Postage Accounting let you manage postage funds for a variety of situations Lettershops can post advanced postage payments from clients and determine if there are enough funds to cover a mailing before a postage statement is printed The user can be warned or prevented from printing the postage statement if there are not enough funds Estimated postage invoices can be generated when the job information is entered and the mailer warned if postage funds have not been received prior to the scheduled mailing date usually in time to collect these funds to maintain the mailing schedule Users of Post Master and Dat Mail can utilize the permit balance meter and stamp
74. County Foreigniditional Postage Miscellaneous Rate Calculation Copies _ Qual Pcs Basic Presort Basic Nonautomation 0 37300 202 9120 Basic Auto Flats 0 32500 65 0000 Digit Presort 3 Digit Nonautomation 0 32400 1 054 6200 3 Digit Auto Flats 0 28300 241 5620 Digit Presort 5 Digit Nonautomation 0 25600 1 242 1120 5 Digit Auto Flats 0 22600 1 358 0340 Carrier Route r Basic 0 16300 r CRRT High Density 0 13100 CRRT Saturation 0 11200 Discounts and Other Non Advertising 0 00074 901 1979 r DDU 0 01800 DSCF 0 00800 DADC 0 00200 Destination Entry Pallets 1 236 0 01500 18 5400 J i AI Other Dallete eT n nnenn 78 acn n 15 677 15 714 4164 3600 Non Advertising Percent Rate Calculations In County Foreign Additional 77 5000 LB Copies o F Pes 0 0 00074 Rate LB Postge 0 0000 0 0000 F Pst 0 0000 15 714 Pieces Pc Copies 15 677 0 Pes 0 eee PcPostge 32157721 0 0000 A Pst 0 0000 Totals 15 677 copies more in Piece Rate Pieces 15 677 Postage 5 159 7200 Pound Rates Piece Rates The entry screen has two components Piece Postage and Pound Postage If advertising percent is zero on a 3541 R for profit or 1096 or less on a 3541 N or NC non profit then you do not have to enter the pound postage detail They will be automatically calculated Otherwise you must enter piece counts on both Pound
75. D Password Directory OK Cancel Help The Confirm tab only appears if you are Registered for Confirm Entry Information TrackMyMail com Click the button to access the Confirm Entry Information TrackMyMail com User Guide documentation EFI optional for EFl Hagen Interface Users The EFI option only appears if you are Registered for the EFI Interface within your program It gives you access to enter your required participation information FAST optional for FAST Users The FAST option only appears if you are Registered for FAST within your program It gives you access to enter your required participation information PostalOne optional for PostalOne Participants The PostalOne option only appears if you are Registered for PostalOne within your program It gives you access to your PostalOne Login and Permit Info 65 Postage Statements First Class and Std A Postage Statements When you select the 1 Class Standard Mail option of the Statement Menu the Postage Statement Table is displayed From this table the user can add edit copy print or delete 3600 and 3602 postage statements using buttons on the toolbar and in some cases buttons at the bottom of the table Each new Statement is added to the table and from this data a number of useful reports can be generated from Postage Reports 1st Class and Standard A Mailing Statements Control No Permit No Client No Job No Receipt No C
76. DAT MAIL or Post Master builds queries by choosing options on this screen The checkbox Browses show SQL Controls if checked Enable Like Processing when you do an SQL statement where Job lt string gt we say Job like lt string gt which allows for a close match where only the first characters of the job number match If not checked an exact match is required Enable UCASE processing forces everything to upper case for the query Enable Select Top processing to limit rows if enabled it limits the number of rows returned from a query to boost performance if there are a lot of rows returned from the query Include Table Name in Column Name required by some ODBC drivers particular ASCII drivers and some for some non SQL databases Generate Queries in upper case all statement syntax is upper case This is also required by a few ODBC drivers including some versions of Oracle USING ODBC CONNECT When you create statements instead of looking at WBl s master files you are looking at whatever external tables you have enabled and mapped When you press the job lookup button on the statement entry or statement generate DAT MAIL screen the list of jobs is from the external data If you job and client tables are linked and you select a Job you get the client in your files 193 Post Master User Guide When a statement is saved the data from the external tables is updated to WBI s own files The lookups in o
77. DBR Destination Entry Bound Printed Matter Permit Imprint 3605 P Std B Priority 3605 PP Parcel Post Postage Affixed 3605 PR Parcel Post Permit Imprint 3605 R Std B Priority 3605 SP Parcel Select Postage Affixed 3605 SR Parcel Select Permit Imprint 3606 Receipts 8125 Drop Ship Clearance 8125 C Consolidated Drop Ship Clearance 3553 CASS Certificates to be filled in Bills of Lading Combined Statements of Mailing Post Master Users Grow Your Business with DAT MAIL Post Master users what can DAT MAIL software do to help your operation Here is an overview of the different options available All of your familiar Post Master functionality is here DAT MAIL can be easily customized to take advantage of several optional modules serving specific mailing needs Free trial upgrade reviews are available upon request These will allow you to test the modules out Contact your Window Book representative or email sales windowbook com DAT MAIL Viewer 30 Allows for unattended import of Mail dat files Provides sophisticated Mail dat conformance testing and validation to check for errors View the Mail dat files in a familiar format Prints USPS Qualification reports and mailing summaries Archive and Retrieve Mail dat files Easy to Use Introduction and Support Easy to upgrade to Editor DAT MAIL Editor All of the features available with Viewer PLUS Allows for EDITING of Mail dat files Allows for merging Mail dat fi
78. DE E RB IC RIEN MY IEE G4 Be PANACEO He Wet 0d Supervisor 153 Post Master User Guide Creating PDFs Of Your Postage Statements You can create Adobe Portable Document Files referred to as PDF s of your postage statements automatically during the statement printing process You can create a PDF instead of the printed statement or in addition to the printed statement These PDF s have many uses and we give you the ability to control the automatic file naming and file placement to best match your use of the files Uses for the PDF Statement Files 1 Allow your clients to view their statements on the web You would create the PDF s in a folder for each client or each client and job that would be transferred to your web server 2 Create PDF s for your clients and upload these files to your clients automatically potentially accompanied by CSV or XML data that reflects the information in these statements see Mail Owner data export You would create the files named by client and job and place in a folder for the mail owner If you enable the mail owner data export feature that will place its data in a folder for each mail owner as well 3 Create PDF s for remote printing purposes In this case you would place all the files in a single folder and name them by client and job then upload them to the facility that will be printing these documents A PDF is created each t
79. ET REPORTS The Weight Verification reports can show you and the DMU clerk the progress you are making in weighing a large job or which pallets have not been weighed yet The Weight Sheet Report can also be printed directly in the DMU if you have a printer there as where you would print the Worksheet for your own use 187 Post Master User Guide ODBC Connect ODBC Connect allows you to use external data in another application for creating postage statements There are a number of advantages to using external data in WBI products 1 Ensures that statement is for a job that exists in another system This way any data that is brought in from the WBI statement files will be associated with valid job numbers 2 Reduces data entry You no longer have to maintain separate Job Client and other files inside Post Master or DAT MAIL programs 3 DAT MAIL enhances ability of DAT MAIL to automatically generate statements If both external job and client tables are mapped DAT MAIL can associate the correct client with each statement automatically from the job number SETTING UP ODBC CONNECT 1 Create an ODBC Data source in Windows for your data files We recommend defining the data sources as a File or System data source The exact method for defining the data source differs with each version of Windows and view option selected but for XP you would go to Control Panel Administrative Tools and select ODBC data source Depending on the
80. If the toolbar is not visible click View and select Toolbar Click the Map Network Drive button b Map a drive letter to the SYS volume on the remote server as shown in the Map Network Drive dialog box Cormact Ax Becormect at Logon 2 Launch the installation program from a client workstation a Insert the Pervasive SQL V8 Server for NetWare CD in the CD ROM drive of your client machine b If the installation does not start automatically click Start gt Run then type drive setup where drive is the drive letter of your CD ROM device The installation program begins its initial preparation After the preparation completes the Welcome screen appears 3 Click Next to proceed with the installation 4 Read the Software License Agreement and click accept the terms in the license agreement to accept the terms of the agreement and enable the Next button 5 Click Next dialog appears for entering your license key This key is provided by Window Book Inc If you do not have a license key contact Window Book 6 Type or paste a license key into the License field 13 Post Master User Guide Your Pervasive SQL V8 Server is set to the number of users specified in the license key When the update is complete a dialog box informs you that you have increased your user count license to support that number of simultaneous users 7 Click on the Setup Type desired Complete or Custom the default is complete Note
81. Letters 3 3 oz one VI 5 Digit Letter 121 648 0 1900 231131200 793 081 Letter 35 484 0 2030 7 203 2520 B Letter 0 2120 328 1760 LC Mixed AADC Letter 0 2190 48 6180 EH D BMC 73 Post Master User Guide The calculations are displayed on what looks like a scrolling spreadsheet Highlight the cell to the left of the desired rate and type in your piece count You can scroll down to your next entry with your up or down arrow keys When all entries are complete you can press the TAB key or ENTER key to see the final postage calculation before moving on POUND POSTAGE If you are creating a 3602 R or and have a piece weight that requires pound postage the pound postage will be displayed on the top of each tree section where it applies When each pound postage calculation is first displayed the highlight bar will move to the top of the tree Note If you are creating a 3602 P or 3602 NP the postage rates reflect a combination of the piece rates and the pound rate s and a pound postage calculation line will not be displayed YOU ONLY ENTER PIECE COUNTS ON LINES WITH THE PIECE RATES THE POUND RATE LINES ARE FOR DISPLAY ONLY Entering Piece Counts When There Is Master Postage Statement For The Job Lot And Destination If drop shipped Pieces Balance Rate Postage Ha art Reg Automation Letter Ga NONE V 5 Digt Letter 2000 18 000 0 1600 320 0000 s 3 Digt Letter 10 000
82. Mailer Contact Phone cg99 999 9999 Default Carrier 8125 Printer Send with eFax Messenger Plus Carrier Makes Drop Ship Appointments cot m 149 Post Master User Guide 8125 Default Format Post Master supports two different 8125 formats Regular 8125 s 1 and consolidated 8125 s 2 Consolidated 8125 s prints out all the mailings in a list format Default Origin Indicate what the usual origin of your mail is Mailing Plant or Post Office Print 8125 Comments The 8125 contains several comment lines which can be automatically filled out The way this is done is controlled by your selection As Entered All comment information must be added by editing the 8125 Add Jobs When this option is checked ONE job number will be printed on an 8125 If more than one Job is being mailed you must enter the other jobs manually in the 8125 s comment area Statement Comments we will use the comments from the Statement that generated the 8125 PRINTS IN BOX 6 Always Create 8125 Toggle checkmark on and off as desired Do Not Print 8125 Ship Add Check this box if you do not want the address of the BMC SCF DDU facility to print on the 8125 PRINTS IN BOX 24 Do Not Print Gross Weight Check this off if you do NOT want Post Master to print a gross weight figure on the 8125 form PRINTS IN BOX 9 Do Not Print Container Count Check this off it you do NOT want Post Master to print container counts on the 8125 PRINTS
83. Merge Program allows you to combine Statements and change their entry discount in one step You can also use the program to automatically change the entry discount of a single Statement or merge Statements without changing the entry discount Here is one example of how it can be used 135 Post Master User Guide 4 Merge Mailing Statements Statement Date 3 03 2004 ao BMC WASHINGTON DC 21 13454 DES MOINES IA 5094 34 654 CHICAGO IL 60808 17 479 DDU BELVIDERE IL 61008 5 027 DDU CHERRY VALLEY IL DDU CHERRY VALLEY IL DDU ROCKTON IL 61072 DDU ROCKTON IL 61072 DDU ROSCOE IL 61073 DDU ROCKFORD KILBURT AM 1 h c Te LIDIBIEI amp SINIETETEII Co CO 29 CO OO Total Pieces None C None DSCF DBMC m i Destination DSCF DDU 839 Tag Untag Process Cancel First edit a Consolidated Drop Ship statement by using the DROP Destination button to remove those destinations that you ve decided not to drop ship You then exit the Drop Ship Program and select MERGE Statements on the Statement Menu Enter the Statement Date of the forms you just dropped and press TAB You will now see a list of Statements that are not attached to a PV Tag the ones you wish to combine merge The first one you tag will be retained and all subsequent Statements you tag will be deleted when they are merged Indicate the new Entry Discount by pressing the a
84. Ms and all other system files PVSW BIN CLIENTS Pervasive SQL client setup programs DOS DOS Pervasive SQL Requester files These files must be manually copied to a DOS client TRACE Requester files for Windows 32 bit operating systems and the Pervasive SQL Windows client installation program WIN32 Pervasive SQL Windows client installation program DEMODATA A sample SQL database SAMPLES Sample data file SAMPLE BTR and sample alternate collating sequence file UPPER ALT This database is the default database fo Btreive security This structure is located on the Windows machine from which you installed Pervasive SQL Server for NetWare C Program Files Common Files Pervasive Software Shared PSA Pervasive System Analyzer DOC Online documentation PVSWCORE Pervasive Services Post Master User Guide Testing P SQL Testing is not required but it is strongly recommended to be sure that the Pervasive SQL Database Engine is running properly 1 Testing the network communications from the client machine to the machine running Pervasive SQL Server For Target Machine you must type the name or IP address of the machine running Pervasive SQL Server The following example shows that the machine name is MachineA Test Network Communication Specify a machine name or IP address where Pervasive SQL engine is running as the target machine to test network communication Target machine Machined im Example myservername
85. NEW Duncansville Control No Insert Delete Close Help You can see at this list that we give you a multitude of editing capabilities for last minute changes by clicking on the appropriate button while highlighting your consolidated statement Change Date When you press this button a handy pop up Calendar is displayed SO you can choose a new mail date for this statement All of the individual statements attached to this form will have their date changed as well Piece Weight Option to set a new piece weight We recommend changing your piece weight before you generate your statement see Mail Piece Unit View or Component View or Change Weights and Ad Percents for more details Change All A quick way to change Mailing Date Job Number Form Type Client Permit Number Mailer etc Verify Clicking this button will display a blue checkmark to the left of your Consolidated postage statement Every entry point associated with this Consolidated postage statement will be marked as verified to indicate that your DMU Detached Mail Unit has in fact verified this mailing and no changes can be made now This button is not available if the Weight Verification module is enabled since each destination must be individually verified If you mistakenly verify your Consolidated statement you can unverify it by clicking on the Destinations tab and editing each of the entries Double click to open an entry point or click on the Edit D
86. Northern Satety Apri 200 TEST CLIENT Northern g House Accourt October 2001 VERS House Accourt Paray April 2000 x House Accourt When you enter a new job the UPDATE RECORDS box will appear 148 Postage Statements Update Records Job Sampie Job Prom Re Droit C Non Profit Protit c TEST C lent TEST CLIENT Cast Standard A 2 csr csr Letter Type automated Flat gt Salesman 5 L Company window Book Estimated Postage 0 00 Estimated Pieces Cancel Record wit be Added Fill in this information as completely as possible 8125 SETTINGS Preset in Program Set Up Many of the 8125 print areas are controlled in the Post Master Statements Program Set Up 8125 Tab wk System Setup x General Info Statement Defaults Periodicals Drop Ship 8125 user Defaults Confirm ASN Default Format Always Create 8125 Do Not Print Container Count F Do Not Print 8125 Ship Add Fill In 8125 Section 2 1 8125 Do Not Print Gross Weight 2 8125 C Contains Mailing Pieces for Outside Delivery Area li Mailer ID Default Origin Appointment Number Mailing Plant 3 5 C Post Office eee USPS Employee uses Employee Name 8125 Comments C As Entered USPS Phone ovo 111 1111 C Add Jobs USPS Employee 2 usps 2 Employee Name Statement Comments USPS Phone 2 222 222 2222 Mailer Contact Bowes
87. OMERY 263 00001 5 403 860 6900 SCF MOBILE AL 365 264 00001 5 806 969 5500 Favorites SCF CHATTANOOGA 265 00001 7 389 1 178 6800 SCF KNOXVILLE TN 266 00001 14 301 2 333 0300 Create Favorites BMC JAXVILLE FL 32 267 00001 17 045 2 323 2600 SCF FT MYERS FL 3 268 00001 8 245 1 368 8100 Edit 8125 SCF MANASOTA FL 269 00001 5 765 955 2400 BMC MEMPHIS TN 3 270 00001 18 931 3 178 7200 Print 8125 NOTE When you see a blank destination among the list of attached statements this is the Origin portion of your mailing We plan to display the Origin location on this screen in a future update Add Destination Use this button to manually add another entry to this Consolidated statement Edit Destination Highlight an entry point of your choice and hit this button to make any changes to piece counts containers or unverify the statement Delete Destination This will completely delete the highlighted entry point Remember this is an actual linked statement and you may wish to just remove it from this Consolidated form using the Drop Destination feature described below Drop Destination Use this button to drop an entry point from this Consolidated statement The individual statement will remain in the database and can be printed alone or imported into another Consolidated statement Import Statements This is used to import newly created or dropped statements onto a Consolidated statement Favorites If
88. ONTROL NO PERMIT NO CLIENT NO JOB NO and RECEIPT NO The default order can be set in the Statement Defaults tab in the Program Setup screen found under the FILE menu CHANGE DATE Tab The Change Date Tab allows you to Tag Select multiple statements from the statement listing and change the date on those tagged 114 Postage Statements statements all at once Very handy if you need to change a whole group of statements eliminating repetitive steps DETAIL Clicking on this button will give you an inside look at the pieces per rate for the highlighted statement without having to open it from the list Postage Statement Tab CREATING PERIODICALS STATEMENTS 3541 s When you press the INSERT key from the Postage Statement Look up Table you will be presented with a screen with five tabs The first tab Postage Statement allows you to identify and set the general specifications of the mailing The second tab Out of County allows you to enter the piece counts and perform rate calculations In county piece counts are entered in the third tab and foreign piece counts are entered in the fourth tab Postage can be entered on the Rate Calculations In Country Calculations Foreign Additional Postage Tabs or all 3 as needed The Miscellaneous Tab has room for your container information employees freight and user specific information 4 Adding Statement 501 Periodicals Regular Postage Statement out of County in County F
89. Package Piece Type Select Entry Point Totals Weight Type Zip Reference Pieces Piece Weight 0 0000 Fed Agency No Pounds Postage Unit of Measure Pounds v 9 Total Applied Type Normal is default Post Master can combine mailings for different Jobs and Lots and or different Clients on a single Postage Statement and print a break out attachment A Normal statement has a single Job and a single Client A Multi Client statement can have different Clients Jobs and Lots and a Multi Job Statement can have different Jobs and Lots for the same Client WARNING The piece weights of all mail pieces must be the same for a multi job or multi client Statement to work correctly unless you also choose the appropriate Non identical statement option Lot Optional unless you have made it a required field in Program Setup If you are tracking mailings by Lot version enter the Lot value here Description Optional Enter a Description of the mailing or Job to be printed on the postage statement This is stored in the Job file Package Optional If this is a marriage mailing select the package here Piece Type Required Choose the piece type you are mailing If you are 87 Post Master User Guide mailing at automation rates be sure to select either ACL Automated Compatible Letter or an ACF Automated Compatible Flat in order to view those rates at the Calculation tab Weight Type Select fro
90. Post Master User Guide Installation PSQL Installation for Windows Pervasive SQL WorkGroup Installation Introduction In order for Window Book Inc to provide more reliable data access and improve overall performance of its products we are changing the data format used by our programs to Pervasive SQL Pervasive SQL is a well known and highly regarded SQL database engine You can begin this process by installing the Pervasive SQL Workgroup included on this CD Doing this installation is the first step in preparing your system for the new SQL based products from Window Book You can plan on reaping the benefits of data stability reliability and improved performance that this data format provides Single User Standalone PC or Individual Workstation For this installation you simply run the Pervasive SQL Installation from the CD and then reboot the computer to enable the SQL database engine Print out the documentation included on the CD to help with the installation If you have an existing Datmail Postmaster or Postal Package Partner the installation program will automatically apply a product license key For new users you will receive the key once you have purchased your Datmail PostMaster or Postal Package Partner Note Administrative Rights are required to complete the installation Network Installation 2 5 Users Procedure 1 Install Pervasive SQL on the Server The installation is the same for both Network Server and W
91. Pressing this button will bring up a screen that shows all of the rates at which you are mailing You can enter a different piece count for the number of pieces actually metered or stamped at each rate The total number of pieces applied MUST match the total number of pieces being mailed If you are mailing 1 000 pieces at 28 5 cents and 250 pieces at 24 9 cents you will have two lines listing these pieces If 1 100 were applied at 20 cents and 150 were applied at 10 cents you can enter 1 100 applied pieces at 20 cents for the first line mailed at 28 5 cents and 150 pieces applied at 10 cents for the second line which is mailed at 24 9 cents When the OK button is pressed the total applied postage will appear on the APPLIED Postage Screen and you can finish the form normally Postage for any single piece rate STD A pieces is entered at the bottom of the screen Limitations You cannot apply postage to any more or fewer pieces than you mailed and you cannot apply postage at any more than one rate for rate mailed If you have this situation occur you can use Additional Postage to document such irregularities Containers Tab 77 Post Master User Guide Adding Mailing Statement 184 Class Std Regular Rate Postage Statement Calculations Containers luser Info 25 Info Accounting Carrier Trailer Stop Freight 0 00 Freight PO Sacks 1 Sacks 2 Sacks 3 1ft MM Trays 2ft MM Trays 2f
92. Programs Made Easy 4 System Setup General info Statement Detauts Periodicals Drop Ship 8125 wort Confirm ASH EI Participate in Confirm ASN Participate in Entry Info Subscriber ID 0 DUNS 123456789 Use Shared Subscriber ID Are pou a transportationfogistics company Uptoad Upload Ste np TrackMyMai com Site itp USPS gov Login User 10 Login User ID Password Password Directory Directory Download Site ENTERING THE CONFIRM DATA If a mailing is not drop shipped or plant verified it should be documented on a postage statement with no entry facility chosen Statements not linked to 8125 s such as local entry mail will be prompted to automatically print form 3152 A after printing the statement Statements that are drop shipped will be documented via their 8125 s Non Drop Shipped Mailings In the Post Master Statements screen click on the Statements menu and select 1 Class Standard Mail Hit the Insert button to begin creating your postage statement At the User Info Tab you will see a button called CONFIRM underneath some new entries fields that the USPS would like to have but are not required 217 Post Master User Guide 4 Adding Mailing Statement 264 Class Std Regular Rates Postage Statement Calculstions Containers User Info 3125 info Accounting zz Notes Nonprofit Auth Number Dekvery Date 6 19 2003 Eu In Ho
93. ROVIDENCE 028 PROVIDENCE 031039998 ADC MANCHESTER NH 030 MANCHESTER 041019997 ADC PORTLAND 040 PORTLAND 050019997 ADC WHITE RIV JCT VT 050 WHITE RIVER JUNCTION 064929051 ADC SOUTHERN 064 WALLINGFORD 070979998 ADC MILITARY CENTER NY 090 JERSEY CITY 070939400 ADC DV DANIELS 07099 KEARNY 080312520 ADC SOUTH JERSEY 080 BELLMAWR 100019998 ADCJAF NY 10180 NEW YORK 105101000 ADC WESTCHESTER NY 105 WHITE PLAINS 113513000 ADC QUEENS NY 110 FLUSHING 117473832 ADC LONG ISLAND NY 117 MELVILLE 122889997 ADC ALBANY NY 120 ALBANY 132209998 ADC SYRACUSE NY 130 SYRACUSE 142409702 ADC BUFFALO NY 140 BUFFALO f Site change or alternate site exists 6 Expired change This data has been supplied by the USPS but may not be accurate You View Select should always verify any important data such as shipping address information prior to a mailing Mailer Optional Select from the Mailer Information Listing or insert a new Mailer 116 Postage Statements CAPS ID Optional Access or add to the CAPS Account Listing CAPS is the Centralized Postage Accounting System of the USPS Form Required You must select a Periodicals Statement type to determine the rates to be used Processing Category Required Select the piece type and processing method being used for the mailing If mailing bar coded pieces you must select an auto
94. S Sors RAD Sequence No pm Foreign Calculations Total Copies oo SubReq MonSub TtlCopies Rate Postage Total Pounds 0 000 Canada 0 0 0 0 0000 0 0000 Total Postage 0 0000 0 0 0 0000 0 0000 Other 0 0 0 0000 0 0000 Other 2 0 0 0 0000 0 0000 Other 3 0 0 0 0000 0 0000 Number of pounds entered at the NJI and BMC 0 0000 Ibs X 0 250 0 0000 0 0 0 0 Rate Calculations County r Foreign Additional LB Copies 15 677 0 F Pes 0 LB Postge 2603 4050 0 0000 F Pst 0 0000 Pc Copies 15 677 0 A Pes 0 Pc 32152421 5 0 0000 A Pst 0 0000 lt lt ee Pieces 15 677 Postage 7 763 1300 Enter Foreign pieces and any additional postage When mailing pieces to foreign countries you must re enter a piece weight in POUNDS to get the Canadian Mexican and Other foreign mailing rates The weights are often different for foreign editions of the same publication The Additional Postage feature is frequently used to report postage that falls outside the 10 non subscriber or non requester requirement Please consult your DMM for the latest rules concerning the use of Additional Postage on your 3541 Miscellaneous Tab 123 Post Master User Guide Adding Statement 501 Periodicals Regular Postage Statement Out of County in County ForeigniAddltional Postage Miscellaneous Sacks Carrier User 1
95. Tools 1 Check off the table you are mapping press the GET DATA SOURCE and MAP File Button 2 Select the data source for this table Each table can have a different data source or share the same data source as another table 3 If your databases require a login and password to access enter that information then press the Connect Button to display a list of tables in the lower left of the screen If you do not need to enter a login and password just press the Connect button 4 Select the table you want to map from the lower left list ODBC Setup Statements Select Data Source for Client table Right click on column name to map import field name Data Source Name Data Type DAT MAILSQL Pervasive ODBC E DEMODATA Pervasive ODBC E 1 ENTITY Seqid Integer Long 10 LinkSyslD Excel Files Microsoft Excel Dr 2 ENTITY ld Character 50 Sortlabel LocalServer SQL Server 3 ENTITY _CompanyNa Character 255 Name MS Access Database Microsoft Access 4 ENTITY Addressi Character 255 MailShop SQL Server 5 ENTITY_Address2 Character 255 PostalPkgPtnr Pervasive ODBC E 6 ENTITY _Address3 Character 255 Printstream Pervasive ODBC E 7 ENTITY City Character 50 PromailTest Microsoft Access 8 ENTITY State Character 20 TECTP ATARACEC I SAL Carver 9 ENTITY _ZipCode Character 15 gt 10 ENTITY Country Character 50 11 ENTITY_LastUpd DateTime 19 12 ENTITY_Licensee Bit 1 Password
96. again to add a new package then select which package that is and enter our counts f Repeat until all packages for this drop have been entered Remember this feature only allows you to create drops with multiple packages If you want to create statements with multiple drops you should be creating Consolidated statements Transferring Postage Data to Pro Mail 5 a Go to the Statement Menu and use the icon with the blue checkmark on the toolbar to check off all statements that have been round stamped and whose postage matches the amount in the database You can view the total postage without editing the statement by pressing details or scrolling to the right Checking off the statement indicates the postage is final and you will not easily be able to delete or change this statement b Go to the File Menu and select the option to Export Jobshop Statements Within a minute or so all your postage data will automatically show up in Pro Mail Transferring BMC SCF and ADC data to Pro Mail 5 178 a Go to Postmaster s File Menu b Select Export Entry Points The labeling list data in Post Master will be transferred to Pro Mail 5 0 Note at this time ADC s used by Periodical Mailers are listed with BMC s When setting up a BMC drop for Standard Mail or Parcel Services be sure to select the BMC not ADC entry Utilities and Special Tools Weight Verification Post Master s WEIGHT VERIFICATION MODULE SAVES YOU TIME AND
97. age calculations Two lines in the entry box will correspond to one printed line Delivery Date In Home Range Appointment No and Confirm ASN EI These fields and button will only appear if you have purchased the optional module for Confirm ASN or Entry Information or both More information on their use can be found in the section titled USPS Program Made Easy 8125 Info Tab 79 Post Master User Guide 4 Adding Mailing Statement 184 Class Std Regular Rates Postage Statement Calculations Containers user Info 8125 Info accounting BMC DES MOINES 50999 8125 C Create New or Consolidated 8125 35 Ex C Add to Existing 8125 Billable Freight 0 00 5 Totals Pieces Pounds Postage Create New or Consolidated 8125 Check this box if you have more than one statement being created for the same Destination on the same day and under the same Permit number the mail on all of the statements will automatically be consolidated into a single 8125 form Create New 8125 This is the default setting A new 8125 form will be created using only the information contained within this postage statement Add to Existing 8125 Check this box if you would like to add this mail to an already existing 8125 A lookup button will appear for you to select the appropriate 8125 Billable Freight You have the option to add Billable Freight to the postage statement that will be used when various Drop Ship reports are
98. ail Owners 63 Post Master User Guide Jobshop Statement Export can be used with ProMail or other compatible JobShop program Use USERS for Mail Owner s Job Number option will substitute the Mail Owner s own job number for your job number during the export if you use User 5 for the Mail Owner s job number Export Only Verified Statements when checked will only export statements you have Verified by marking with the blue checkmark icon on the statement browse toolbar This has two benefits It puts you in control over what gets exported and it also allows you to confirm the postage for the statement is correct before you provide that information to you customers The following setting selections are all OPTIONAL and will not appear unless your program is registered for one of the options Accounting optional module Default Invoice Type Estimated Postage C Settlement Default Invoice Type These options are only recognized if your program is registered for our optional Postage Accounting module See the Postage Accounting User Guide for details Confirm optional module 64 Defaults and Program Settings Participate in Confirm Confirm El Documentation Participate in Entry Info Default Mailer s Duns Support Duns Sharing Default Transportation Duns EMD Upload Site Login User ID Password Directory Start The Clock Download Site Login User I
99. ailing was partial and not all pallets were mailed transferring the unmailed pallets to a new statement should bring your target range within the 1 of actual You can also make changes to piece counts in the statement to adjust what the target will be When the adjustments show that you are within 1 you are good to go on and press the SAVE and Close button TRANSFERRING CONTAINER RECORDS FROM ONE STATEMENT TO ANOTHER The situation may arise that a container record may have been entered or imported to a statement that has been split into partial mailings If this happens you will need to transfer the un weighed containers from the original statement to the new statement that carries the remaining pieces 1 Create the statement that carries the remaining pieces It must be for the same job and lot 2 On the statement list highlight the statement and press the SCALE Icon on the toolbar You will get an empty Weight Sheet list of the containers for this mailing Press the XFER CONTAINERS button and you will get a list of containers for this job and lot that are presently attached to other statements You can drag and drop the un weighed containers to the empty Weight Sheet screen or tag the ones you want to transfer and press the TRANSFER button All containers will be displayed whether weighed or not In almost all cases you only want to transfer the un weighed containers 186 Utilities and Special Tools PRINTING WEIGHT SHE
100. am or Lettershop Postage Accounting the use of this postage figure by the USPS will cause the permit balances maintained by the USPS and Post Master or Lettershop Postage Accounting not to match Add Pallets to Container Totals When printing container totals you can suppress the printing of pallet counts on the V forms If you are mailing 120 trays on three pallets you can report this as 120 trays on 3 pallets OR just 120 trays if this checkbox is unchecked Consolidate Permit Activity If this checkbox is checked any report that prints by permit number will consolidate all of the entries for a PV into a single entry If you mail a 29 destination PV and this box is not checked you will see 29 separate entries on the permit reports If the box is checked you will see a single entry for the PV This makes these reports easier to read 59 Post Master User Guide Print Partial Consolidated Statements Commingled You will be prompted to choose from a selection of Clients Jobs and Lots for the Consolidated statement being printed 8125 Default Format Default Origi Always Create 8125 efau rigin Fill In 8125 Section 2 1 8125 Mailing Plant C 2 8125 Post Office Contains Mailing Pieces for Outside Delivery Area Mailing Agent Code Appointment Number Default values used when not defined in Mailing Agent record Default Comments USPS Employee USPS Phone USPS Employee 2 USPS Phon
101. anually create a single statement with applied postage that has a balance due paid for by permit the statement for additional postage is AUTOMATICALLY generated If you manually create a consolidated statement with applied postage you will have to manually create the statement that pays for the postage due IMPORTANT NOTE DIFFERENCE BETWEEN PAYING BALANCE DUE BY PERMIT VS TRUST A trust account is a permit account established by a mailer and is dedicated to paying the additional postage amounts for postage affixed statements It is not used for other purposes When you indicate that the additional postage is paid for by Trust no additional postage statement is needed where if it was an ordinary permit you would need the additional postage statement CREATING THE STATEMENT FOR ADDITIONAL POSTAGE TO PAY A BALANCE DUE 1 If you are paying the balance due for a consolidated statement print the statement and look at the total due amount If it is for a single statement generated by Post Master look for the balance due on just the one statement 2 In the statement listing press the Insert button to create a new statement and enter the normal Job and Client info but make sure to select the permit you want to use to pay the balance with This is normally NOT the same permit which you used to do the original The form type must be one that is for the same mail class as the original statement but pays for the postage by permit If you created a 36
102. are Application over an internal network provided however that you each computer is located on one physical site A license for the Software Application may not be shared or used concurrently at different site locations 5 Software Updates Expiration of License Inoperative Software Window Book periodically updates the Software Application among other reasons to accommodate changes in postal rules rates and forms by the USPS Asa licensed user during the Term you will obtain such updates at no charge If you fail to renew this License upon expiration of the Term the Software Application will become inactive ATTENTION THE SOFTWARE APPLICATION WILL 35 Post Master User Guide BECOME INOPERATIVE AND WILL CEASE TO FUNCTION WITHIN ONE 1 MONTH OF BECOMING INACTIVE 6 Relationship with USPS Use of the Software Application may entitle you to discounts on postal rates from the USPS and use of certain features of the Software Application will require the payment of postal or other fees to the USPS Window Book is not affiliated with the USPS and provides no assurance in this License as to the existence or amount of such discounts or fees 7 Limited Ninety Day Warranty For a period of ninety 90 days following the original retail purchase of the licensed rights hereunder the Warranty Period Window Book warrants that the Software Product will be free from substantial errors or defects that will materially interfere with the o
103. atements all at once Very handy if you need to change a whole group of statements eliminating repetitive steps DETAIL Clicking on this button will give you an inside look at the pieces per rate for the highlighted statement without having to open it from the list Postage Statement Tab Adding Package Services Parcel Post Permit Imprint 501 Postage Statement calculations User Information Payment Meth eke Tuum Date 6102 2004 PERMIT Lot Mail Seq Desc Saas Receipt Form 6 02 3605 Containers Piece Type MP v 1 Trays 2ft Trays 2ft EMM Trays Ttl Trays Piece Weight 17550 2 i Unit of M lt Flat Trays Sacks Pallets Other Unit of Measure Pounds v i a zi LenathA idth Totals Client ey House Client Pieces Permit Er AB as Pounds Duncansville PA 99999 8401 108 Postage CAPS ID 100 Ng Mailer Window Book Inc The Postage Statement Tab allows the user to enter the information required to establish what rates can be mailed and to identify the Client Job and Permit used for the mailing TIP Go to the File menu in Post Master and pre enter all of your clients and permit numbers to make statement entry faster Job Optional Enter the Job code for the job being mailed If your Job number already exists in our database type in the value and press the tab key or use the lookup button to select the Job If yo
104. be either a Confirm ASN EI or El button When you press it you will get the screen below Here you would enter the expected drop date and time for a majority of the drops you are setting up in the consolidated statement You will be able to override this for each drop later on eh ASN Delaulls g x Duy Dudes TII Ed fusce Dna T me 422 4 F Code 1 eos If you are also a participant in CONFIRM you will see a checkbox for PLANET code all pieces that if checked will allow you to define a PLANET code that was affixed to each piece in the mailing Be sure NOT to check this checkbox if this was not a Confirm mailing Click on the OK button then save your drop ship statement information and start entering statements for each drop ship destination per usual If the statement you are creating has a different drop date or time than that default you can easily change this by clicking on the user tab when creating that statement and pressing the Confirm ASN EI or El button You can then enter whatever information you want and press the OK button to save then the close button to close the list of ASN EI records for that drop NOTE All of the 8125s you create will be barcoded with El information UNLESS you insert Planet Code data which will then revert to ASN This forces the USPS entry facility personnel to scan 8125s whether or not there is an electronic file attached to it at the USPS website The more barcoded 8125s they see
105. ces Window Book may contact you to notify you of updates to the Software Product 18 Information Gathering Window Book gathers information on the usage of its own software to increase product reliability functionality and invoicing and provide cumulative data to aid in mailing and shipping cost analysis This 37 Post Master User Guide information is company confidential and used solely for internal company purposes 19 Further Information Questions If you should have any questions concerning this End User License of if you wish to contact Window Book for any reason please write us at Window Book Inc 300 Franklin Street Cambridge Massachusetts call 1 800 370 2410 or e mail info windowbook com 38 Introduction and Support How To Get Support A tremendous amount of resources help and support are accessible right from within your program Click on the Help menu listing for the following E User s Guide F1 Check For Updates Update Program Get Support For Post Master gt Online Learning Center Registration Product Information About Post Master User Guide Access the full User Guide for Post Master from this menu listing or by hitting your F1 key The Full User Guide plus the Post Master Quick Start Guide the Postage Accounting User Guide and the Meter Master Module User Guide www windowbook com userguides asp Check For Updates With an open Internet connection clic
106. coming through their facilities the more they will become accustomed to scanning them There really is no reason why you shouldn t upload EMD data for every mailing as this service is currently free from the USPS The ONLY way to get a Non barcoded 8125 at this time is to disable the El setup 209 Post Master User Guide NOTE ON EDITING ASN EI INFORMATION A Confirm ASN El button also will appear when editing your 8125 s If information like drop date changes and you are entering other 8125 information changes you can press the ASN EI button to also make these changes to the ASN EI data GENERATING THE EMD FILE At the end of each day you must create a file that describes all of your mailings and is uploaded to the USPS Go to the Statement Menu and select Prepare Confirm ASN file You will get a list unsent jobs that have ASN EMD data associated with it Confirm ASN El Listing Lx Transmission Date Jets Lot PVNe Barcode Transmission Date to Retneve E BMC ALBUQUERGQUE NM 879 49 47 BMC PHILADELPHIA PA 19205 55 bi SCF NEW ORLEANS LA 700 56 63 BMC NEW JERSEY NJ 00102 58 92 BMC NEW JERSEY NJ 00102 69 95 DOU JAMESTOWN ND 58401 70 96 BMC MEMPHIS 38993 175 216 BMC NEW JERSEY 00102 21 1083 ASN BMC NEW JERSEY NJ 9010 520 1196 6 20 2002 BMC KANSAS CITY KS 64399 46 43 6 30 2002 BMC LOS ANGELES BULK MAIL 48 45 7 07 2002 BMC GREENSBORO NC 27075 67 81 8 06 2002 BMC NEW JERSEY NJ 00102
107. ct has been registered close the Registration page The Pervasive System Analyzer PSA starts and allows you to test of the transactional and relational interfaces These tests ensure that your database engine is working as expected after installation 2 Test the Transactional Engine Testing is recommended to be sure your database engine is functioning properly PSA performs a series of tasks to ensure that the transactional engine is working properly Transactional Engine Test 1 do ret want to run the transactonal texts Tyrant to run the tansactonal tests Please the samples directory on the server where your database enge it rataled Please select the tests you would like to per orm on the tantactional engine Queste Data File Bead Fie Update Data write access required inson Data wie access required Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the transactional engine is communicating properly and the transactional databases are functional 3 Run the Transactional Test PSA displays a check mark for each test that passes and an X for each task that fails during the transactional engine test A summary report is also provided in the information window Once your transactional engine tests are complete click Next to test the relational engine 4 Test the Relational Engine PSA performs a series of tasks
108. do NOT need to be the same from one workstation to another like they do if running the programs directly from the network drive 28 Introduction and Support Introduction POST MASTER software can produce First Class Standard and Periodical Postage Statements plus 3606 receipt forms It also produces other forms such as Consolidated Statements 8125 Drop Ship Clearance Documents Bills of Lading 3605 and Std B Priority Statements It can cut Postage Statement preparation time by as much as 75 while dramatically improving accuracy POST MASTER makes it possible for those not familiar with preparing Postage Statements to quickly produce accurate and attractive Postage Statements POST MASTER stores permit and client information to speed up data entry by avoiding the typing of repetitive information We even provide an optional Postage Accounting Module that will allow you to track your client s permit balances and hold statements for those with insufficient funds POST MASTER prints its Postage Statements on plain paper in a US Postal Service USPS PAVE approved format Usually only one side of one page is needed though more than one page may be used if too many rates are being mailed to fit on a single page SPECIAL FEATURES POST MASTER has special features not found in other Postage Statement programs such as the ability to mix clients jobs and lots on the same Postage Statement along with an attachment that breaks the mail out b
109. ds 22 585 9056 Postage 81 076 3400 Total Applied 81 076 3400 Containers Optional At the Containers Tab you may enter the container counts for each type of container in the mailing Carrier Select from or add to the Carriers Listing Trailer Apply a Trailer reference to this statement Stop Apply a Stop reference to this Statement Freight Add a freight cost to this statement which will appear on certain drop ship reports Freight PO Add a reference to the Freight Purchase Order USER INFORMATION Tab 95 Post Master User Guide Adding Mailing Statement 574 Class Std Regular Rate Postage Statement Calculations Containers User Info le 25 Info Accounting User 2 User 3 User 4 User 5 User 6 Nonprofit Auth Number User 1 Notes Delivery Date 6222004 EE Totals In Home Range 3 44 6 25 2004 Pieces 455 361 Pounds 22 585 9056 Appointment No Postage 81 076 3400 Confirm ASN El Information on this tab is optional User defaults can be set in the Program Setups to define some of these fields Customer comments 3 amp 4 print in the Mailing Information Section under the description of mail Notes Enter up to six lines of notes that will print on three lines of the Postage Statement under the postage calculations Two lines in the entry box will correspond to one printed line Delivery Date In Home Range Appointment No and C
110. e 2 fji reme eres 207 Post Master User Guide When creating non drop shipped postage statements go to the User Tab and fill in the expected delivery date and the in home date of the mail piece You can leave the In home range at three days with is the USPS standard unless this particular job is different If you know what the Drop Ship appointment is enter it Then press the CONFIRM ET or the EI button The name of the button will change depending on whether you participating in one or both programs You will get the following screen when you press the EI Button FETU PTEERTILTE CR ETUR z xi Lonin Pret nA bwan 0 3505 1 Ee NES Gerd biz do S VM e ERI Espa oie 337 v D o ow l free erand be Ley anh 7 370 ID EERE n xy mina ind 13557 MU 2 dw Tamias Toad Cab hann rw al ta ang th tae er Under normal conditions everything is all filled in and ready to go Just press the OK button to save the record DO NOT ENTER ANY PLANET CODE INFORMATION or the mailing will be treated as a Confirm ASN mailing and not a Entry Information Mailing Note The subscriber ID will always be filled in with the Confirm ASN value even if the mailing is an Entry Information mailing and not a Confirm ASN mailing W
111. e 8125 Copies default number of copies printed USPS Employee Information To print as a default in Origin Post Office Section 2 PRINTS BOX 22a Periodicals USPS Phone PRINTS BOX 22b Periodicals Mailer Contact Information PRINTS IN BOX 7a and 7b Periodicals Default Carrier Information PRINTS IN BOX 12a Periodicals IF Carrier Makes Drop Ship Appointments is checked 8125 Printer Button Access to set a unique default printer for 8125s 3541 R Consolidated Created From Above Information Use these samples for a reference to see exactly where information prints 144 Postage Statements United States Postal Service PETOM How Mal eror Tine Postage Statement Periodicals One Issue or One Edition Ext Fotos Wans CUR avi New Haven CT 06511 Padiatr Tite of News Agerts Hane Hone Window Book Street Cambridge MA 02139 Mater ob Meter Periodicals 0 99999 1111111 Trae 2RMM Tr SOU Tine Ta eter Trag Fix TO 9 01 2001 Put omer patote ed 0 60000 055000 pounds Domestic Periodicals mailings pav both pound rate on the total weiaht of the mailing and piece rate on the number of addressed pieces in the maling Wi Outside County DMM 220 Hoacotiin lig e oc orbe copiez o te 308 Meare actnoriobe athenodkak mms 11 c Pona Toti pori mr ade nt hg pond 120
112. e new profile and do not enable any tables Default Invoice Type These options are only recognized if your program is registered with our optional Postage Accounting module Statement Defaults 53 Post Master User Guide Rates Lookup Statement Date A Default Statement Form Default Mailing Agent None 3600 9 3602 R 3602 N Default Statement Listing Order Mail Under Optional Procedure Control No Client Receipt No a C Permit No C Job No Lot Required Default 1st Class Weight Type Add Sequence Number To CAPS ID Pounds C Ounces Do Not Populate Default Mail d Permit Do opulate Default Mailer and Perm Default Std A Weight Type Pounds C Ounces Do Not Include Piece Weight on Package Lookup Allow entry of Meter Date Default Rate Tree on Statement Add Normal C Expand All Contract All Sequence Auto Numbering None C ControlNo Job No C Permit No Receipt Auto Numbering None C Control No Year Month C Permit No Job No Rates Lookup Statement Date if the mailing date is left blank this date is used to pick the correct rate table It should be changed whenever a new rate table takes effect Default Mailing Agent enter the mailer code that will be the default applied on your statements Mail Under Optional Procedure If your company participates in the USPS Optional Procedure Program check this checkbox You will be able to indicate w
113. e 2 Mailer Contact Mailer Contact Phone Default Carrier E Carrier Makes Drop Ship Appointments Always Create 8125 Toggle checkmark on and off as desired This controls whether or not you want our system to automatically create a corresponding 8125 when you have manually hand entered a drop ship postage statement Fill in 8125 Section 2 Section 2 is supposed to be filled in by the USPS but many Bulk Mail Acceptance personnel prefer the mailer to fill in this section Check this box if you want the statement information pulled into this section Contains Mailing Pieces for Outside Delivery Area To check appropriate box in Box 14 Mailer Information Default Format DAT MAIL supports two different 8125 formats Regular 8125 s 1 and consolidated 8125 s 2 Consolidated 8125 s prints out all the mailings in a list format Default Origin Indicate what the usual origin of your mail is Mailing Plant or Post Office Mailing Agent Code Enter the default Mailer ID that you want to print on your 8125 s This value will be used unless the statement has a different Mailing Agent assigned to it 60 Defaults and Program Settings Appointment Number Leave this blank unless you have a standing appointment number with your Detached Mail Unit or Post Office Default values used when not defined in Mailing Agent Record USPS Employee Information To print as a default in Origin Post Office Section 2 PRINTS
114. e applying postage at the correct rate it is technically against DMM regulations to apply at multiple rates Some Post Master users have had this rule waived and need to enter different applied rates and even different applied piece counts If this is required click the Multiple radio button as the Applied Method Now enter the Total Applied amount in the bottom right hand side of the screen Totals Pieces 1 477 Pounds 2 592 1350 Postage 5 542 1400 Total Applied 0 0000 Amount Due 5 542 1400 Due Paid By The user must select a method by which to pay the balance The options available are PERMIT METER STAMPS TRUST and CHECK If the balance is paid by Permit you may need to create a statement for the Postage Due Paid by Permit If the total due is paid by Permit or Trust select the permit or trust account number here Follow the same rules that apply when choosing a permit if more than one permit with the same number exists User Information Tab 110 Postage Statements Adding Package Services Parcel Post Permit Imprint 50 e Postage Statement Calculations User Information Fed Agency No me User 1 iz User 4 Zip Reference ian User 2 ERN User 5 Employee iz User 3 User 6 Select Entry Point Notes BMC WASHINGTON DC 20499 Package CSR Optional Procedure Pieces 4477 Bill Amount 0 0000 List Check Request Pounds 25921350 Bill to Client a HOUSE Postage 5 642 1400
115. e mailing or estimated calculation enter ZERO for the date The default date in the SYSTEM SETUP screen will be used to retrieve the current rate table If the Mail Date is ZERO the Statement will not show up on reports The date can be changed to the actual mailing date when the Statement is mailed Job Optional Enter the Job code for the job being mailed If your Job number already exists in our database type in the value and press the tab key or use the lookup button to select the Job If you are entering a new Job you will get a message alerting you that the job does not exist and if youd like to create it choose Yes Form Required You must select a statement type to determine the rates to be used Click on the drop down arrow to select the type you need from our list The letter V at the end of the form number is simply an indication to our system that this is a Consolidated mailing 84 Postage Statements 3602 R Standard Mail Letters and Flats Permit Imprint 3602 RS Standard Mail Subject to Surcharge Permit Imprint 3602 HR Y Standard Mail Heavy Letters Permit Imprint 3602 Standard Letters and Flats Postage Affixed 3602 PS Standard Mail Subject to Surcharge Postage amp ffixed 3602 HPY Standard Mail Heavy Letters Postage Affixed 3602 Nonprofit Standard Mail Letters and Flats Permit Imprint 3602 NS Nonprofit Standard Mail Subject to Surcharge Permit Imprint 3
116. e statement that pays for the postage due IMPORTANT NOTE DIFFERENCE BETWEEN PAYING BALANCE DUE BY PERMIT VS TRUST A trust account is a permit account established by a mailer and is dedicated to paying the additional postage amounts for precancelled statements It is not used for other purposes When you indicate that the additional postage is paid for by Trust no additional postage statement is needed 109 Post Master User Guide where if it was an ordinary permit you would need the additional postage statement CREATING THE STATEMENT FOR ADDITIONAL POSTAGE TO PAY A BALANCE DUE 1 If you are paying the balance due for a consolidated statement print the statement and look at the total due amount If it is for a single statement generated by Post Master look for the balance due on just the one statement 2 In the statement listing press the Insert button to create a new statement and enter the normal Job and Client info but make sure to select the permit you want to use to pay the balance with This is normally NOT the same permit which you used to do the original The form type must be one that is for the same mail class as the original statement but pays for the postage by permit 3 In the Calculations tab enter the amount of the postage due You can now print the statement APPLYING POSTAGE AT MULTIPLE RATES Apply at Single or Multiple Rates In almost all cases you will be applying postage at a single rate Unless you ar
117. e with the Pervasive SQL installation A dialog box appears if applications are running that can interfere with the installation of Pervasive SQL If you had a previous version of Pervasive SQL on your system Pervasive System Analyzer archives it before installing the current version of Pervasive SQL If installed files could not be copied because they were locked in memory a reboot may be necessary at this point Setup only prompts for a reboot if a locked file or some other event was detected that requires a reboot Please reboot your system when prompted to do so in order to ensure proper operation of your Pervasive SQL V8 product A dialog box appears that gives you a status of the installation process Please wait while the InstaliShield Wizard installs Pervasive SQL NT Server This may take several minutes Status Installation actions include but are not limited to the following Script operations Component registration File copying Shortcut creation System registry updates A dialog appears at the end of a successful installation Click Finish to complete the installation After the installation is complete Registering and Testing 1 Registering your product If you would like to receive news about future updates and other timely information you may choose to register Pervasive SQL You can also register Installation later using a web e mail or print based registration form When the produ
118. eces Postage 81 075 3400 Additional Postage Reason Postage Controlling the Rate Display Three buttons to the right control the tree behavior Expand Filled Sections with piece counts present are expanded to show 90 Postage Statements all rates This is the normal setting for Standard A Statements Expand All All sections are expanded to show all available rates This is the normal setting for First Class Statements Contract All The tree is collapsed to show only the available PARTS ENTERING PIECE COUNTS Expand sections that you may need to display the rates being mailed Point to the desired entry discount and left click the mouse Point to the and left click again to show rates OR press the EXPAND ALL button on the right of the screen Select Rate and Enter Piece Counts A Automation Rates Letters 3 3 oz q Ch m DBMC 5 Digit Letter 156 442 0 1690 26 438 6980 EM 3 Digit Letter 273118 0 1820 49 707 5580 AADC Letter 25 485 0 1910 4 868 2080 L Mixed AADC Letter 312 0 1980 61 7760 EF art B Presorted Rates Letters 3 3 oz or i Gp DBMC KHP ECR Rates Letters 3 3 oz or less AL eo MOR Am If you selected BMC destination on the Postage Statement tab the BMC rate tree is automatically displayed for you The same
119. ee Initials 51 Print Employee Name 51 Print Summary Totals 51 Pro Mail 5 0 osos 175 PRO MAIL 5 0 175 226 R Receipt Number 51 S Server Operating Systems 33 SYSTEM REQUIREMENTS 33 T TECH SUPPORT icon 39 Technical Support 39 U UPDATE DESTINATION FILES CINA 39 Use Quick Date Entry 51 USPS Employee Information 51 USPS Optional Procedure Program par ER AE ET 51 USPS Phone a reno 51 What s NOW amet ioc ae eme Bhce 39 Wkstnsetup 500 EXE 21 Workstation 21 26
120. ee a description of its function Pressing this icon will allow you to access our DAT MAIL program if installed 8 Highlight one of your postage statements and press this print icon Pressing this icon will create a carbon copy of a highlighted postage statement without any piece counts You will simply need to fill in your new pieces per postage rate v This button will place a blue checkmark beside a postage statement to indicate it has been verified by the USPS The statement will no longer be available for edits If you mistakenly verify a postage statement open the statement go to the Calculations tab and delete the date inside the Verified Date field then hit the Tab key To save your changes and close the statement click on the OK button above the statement window Use this button if you are weighing your mail through our Weight Verification system x Zeros the piece counts and postage of the highlighted Statement but does not delete it This is particularly useful if you are mailing under Optional Procedure and need to account for each control number Also used in conjunction with the optional Postage Accounting module as it will only void the statement not delete it 82 Postage Statements When you select the Drop Ship 3602 V option of the Statement Menu the Postage Statement Table is displayed Even though the title of this menu references 3602 V this list actually holds 3541 and 3605 consolidated fo
121. eight Type Pounds or Ounces default unit of measure of piece weight when creating First Class Statements Default Std A Weight Type Pounds or Ounces default unit of measure of piece weight when creating Standard A Statements 55 Post Master User Guide Default Rate Tree on Statement Add Normal Expand All Contract All Normal shows all available parts and entry discounts with no rates You would expand only the tree sections that contain the rates at which you are mailing This way all the rates you are mailing may be visible on the screen without any scrolling Expand All Shows all parts entry discounts and rates You would scroll down to each rate you are mailing and enter your piece counts For Standard mail you would most likely have to scroll down the screen to get to all of your rates Contract All Shows only the available parts for each Statement You would expand both the parts and the entry discounts to get to the rates This will display the smallest amount of information needed to enter the piece counts Sequence Auto Numbering Choose the method you wish to use to automatically assign the Mailing Sequence Number of each Statement You may elect not to auto number your Mailing Sequence number but DAT MAIL STATEMENTS can auto number this number three different ways It can assign the Mailing Statement s Control Number use the Permit Control number or use the job number Each time a mailing is made with a permit
122. elete the highlighted entry point Remember this is an actual linked statement and you may wish to just remove it from this Consolidated form using the Drop Destination feature described below Drop Destination Use this button to drop an entry point from this Consolidated statement The individual statement will remain in the database and can be printed alone or imported into another Consolidated statement Import Statements This is used to import newly created or dropped statements onto a Consolidated statement Favorites If you ve created a list of Favorite entry points from the File menu you can click this button to automatically create blank statements using one of your lists You d then need to edit each entry point to apply your piece counts Create Favorites If this Consolidated statement contains a list of entry points that you always mail to you can make a Favorites list by clicking on this button Edit 8125 Quick access to last minute changes for USPS appointment number drop date in home date etc Print 8125 You are given the option to print an 8125 for the highlighted entry point or all 8125s associated with this Consolidated statement 3605 Parcel Services and Priority A complete list of your STD B and Priority postage statements 134 Postage Statements Standard and Priority Statements Control No Permit No Client No Job No Receipt No Change Date
123. en Program Setup You must turn on the CONFIRM feature in the CONFIRM tab and enter your subscriber ID information There is also room to enter the URL and logon information required to upload data to the CONFIRM FTP Site 195 Post Master User Guide ph System Setup General Info Staternent Defautts Penodicals prop Ship 8125 Expor User Defaults Confirm ASN src Paticipate in Con ASN f Participate in Start the Clock Subscriber ID Sule n0 Use Shared Subscnber ID r yeu tears Or oats ji n ME uu Upload Upload Site tc usps gov continn Site er Login User ID cnf123 I Password I eser TiS Directory nome BETO Download ttp usps qowcontimvcnf123 1 LogmUseriD 23 Login Weed I Password I i muc I Directory ti p Cancel Help The Subscriber information this screen becomes the default subscriber ID if there is not a different subscriber ID associated with the client you are preparing the mailing for If you will always be using this one subscriber ID you can skip step 2 If you are using a shared Subscriber ID check the Use Shared Subscriber ID checkbox and enter a Shared Subscriber ID corresponding to the client For example if you are using a third party service to do your downloading and reporting you would enter THEIR Subscriber ID and then check the Use Shared Subscriber ID checkbox You
124. er Program Folder CAWBSPMW Browse Post Master Data Folder CAWBAPMWAData i Cancel These are the standard program paths for a Standalone Individual PC Post Master installation If you already have existing Program Folder Post Master Data Folder and Postage Statement Folders they should appear automatically Review these paths and use the Browse button for each to reset them if they do not show the correct paths This is very important Continue on and follow the prompts to complete the installation If this is a new installation you will be prompted to enter your Registration See that section for more details on Registrations Network Installations Network Users have some options as to how they will install and run Post Master NETWORK OPTION 1 Both Program and Data files reside on the network NETWORK OPTION 2 If you are running a CD update the most important information you need to be aware of is the Program path where your program is installed to and the Data path where your statements and other data is stored If you have previously installed an update from the computer where you are installing this update your program and data paths will already be set correctly If the computer you are loading the update from is one that has never been used 23 Post Master User Guide for this purpose before one or both path settings may be wrong Follow all prompts carefully Make sure all use
125. er Totals Date Totals Report Totals CHECK REQUEST REPORT For Permit Balance Tracking and Postage Accounting Module users DETAIL REPORT BY CONTROL NUMBER DETAIL REPORT BY JOB Report Heading Daily Mailing Report for x x xxxx Sorted by Control Number or Job per selection Contains Control Permit Job Lot Form Type Client Pieces Pounds Postage includes sortation level details level and rate Totals Company Mailer Totals SHIPPING REPORT SHIPPING REPORT CARRIER SHIPPING REPORT FOR JOB Report Heading Daily Shipping Log for x x xxxx Sorted by Jobs Carrier Individual Job Contains Job Lot Client Pieces Pallets Trays Sacks Carrier Entry Point 158 Reporting and Accounting Trailer Stop PO Totals PO Totals PERIOD REPORTS Same as Daily Report format but you are able to select a range of dates to report on Userful for Monthy Quarterly and Annual totals With the option to break by Control Number Job Number Permit Number and Client Number PERIODICALS REPORTS s Daily Reports 4 Period Reports gt FT3EEAMADIESIYSIAK Periodicals Reports Summary Control Number Postage Reports gt Summary Publication Drop Ship Reports Period Report Control Number Master Statements Reports Period Report Publication gt Shared Mailing Reports Publication Activity Publisher Activity Permit Listing aa Zone Breakout Summary Client L
126. er automatically assigned or you can enter up to 12 characters for the Mailing Sequence Number If hand entered this number does not have to be unique and both letters and numerals can be entered You can set the auto numbering status and method in Program Setup at the Statement Defaults tab Receipt This field lets you enter the USPS receipt number assigned to the Statement or to enter another piece of identifying information used by the mailer You can set the auto numbering status and method in Program Setup at the Statements Default tab 71 Post Master User Guide Prepared By Select from your Employee listing The employee s full name and initials will print on the postage statement if those options have been chosen in Program Setup at the General Info tab CSR Select from your CSR list or insert one now Salesman Select from Salesman list or insert one now Optional Procedure If mailing under Optional Procedure check this box to include the postage statement on the Optional Procedure report This can be set as a default in Program Setup at the Statement Defaults tab You will then have the ability to run the Optional Procedure report that is listed in the Daily Reports off the Reports menu List On Check Request If you wish this mailing to appear on the check request report check this box Totals Totals will update as pieces are entered at the Calculations Tab Commingled This is a special option for First Cla
127. erate you can select this option and then enter the Default Comments on the right side of this screen Add Jobs When this option is checked the Job numbers from the statements that are associated with your 8125 will be listed in the comments section Statement Comments we will use the comments you entered from the Statement that generated the 8125 List Pallet Numbers This option will print individual or a range of pallet numbers pulled from the Container information on the Mail dat file used PRINTS IN BOX 15 Pallet Barcode Numbers This option will print the Unique Pallet Barcode number assigned from the Mail dat file 8125 Printer Button Access to set a unique default printer for 8125s 8125 Copies default number of copies printed 8125 X Y Adjustment Use this to adjust the vertical printing of the 8125 form Bill of Lading Mailing Agent 658 mi Default Copies 1 Prepaid Mailing Agent Select the default mailer code for the bills of lading This mailer name and address will be printed on the Bill of Lading automatically unless over ridden Default Copies the number of copies to print of the Bill of Lading Prepaid If freight is always prepaid vs collect check this checkbox User Defaults Print User Fields 3 amp 4 on Statement User Prompts Default Information if fo fo Add to Comments NEN Add to Comments 50 Add to Comments to Comments fo Add to Comments f
128. ers that will accommodate your purpose you can do so You can create folders or a folder hierarchy using elements that include Mail Owner Client Code and Job Numbers As you define your subfolder you can see your definition displayed on the Subfolder line below the buttons used to make your selection Use the Clear button to wipe out your selections and start over or the Erase Last button to remove your last entry You can choose up to three naming elements for your subfolders or create a subfolder hierarchy with these three elements Mail Owner Client and Job Number If you want to include two or more of these elements in a single folder name you should but do not have to separate these elements with a dash underscore or tilda To create a subfolder hierarchy press the subfolder button inbetween data elements MailOwner Code creates a subfolder for each mail owner A mail owner code can be associated with one or more clients Press the Mail Owner button to set You will see OWNER appear in the SubFolder line below the buttons 155 Post Master User Guide Client Code a subfolder will be created for each client if you press the Client Code button If you also pressed the MailOwner button a subfolder will be created for each MailOwner and below each MailOwner folder a subfolder will be created for each client You will see ICLIENT appear on the Subfolder line Job this is the job number associated with t
129. ertain drop ship reports Freight PO Add a reference to the Freight Purchase Order User Fields Enter your own customized data and information Now proceed to Saving or Saving Printing your statement by clicking on the OK or Printer icon above the postage statement window 124 Postage Statements 125 Post Master User Guide Miscellaneous Statements Receipts Master Mailing Statements A great way to keep track of your partial or cycle mailings You can create Master Postage Statements either from this menu option OR you can create a Master Postage Statement by editing a regular Postage Statement going to the Calculation Tab and press the Create Master button This will zero the piece counts on the Calculations Spreadsheet and will redisplay the spreadsheet showing the Master Statement balances You can re enter the pieces that you are actually mailing on that Statement and when it is saved a Master Statement will be created for the balance of the pieces that need to be mailed You must be mailing at least one piece to create a Master Statement from a regular Statement You will notice that there is a Master Transfer button on the Drop Ship list When you press this button it will ask you for a spoilage percent If you enter a number here it will adjust the piece counts in all of you piece count entries downward by the percentage entered It will create a Master Statement for each destination job and lot in the PV and adj
130. estination button Click on the Containers tab and then locate the Verified Date field and delete the date value Hit the Tab key and you will see the OK button above the window to Save your change close your form 100 Postage Statements and return to the browse Verified Date field will only appear if the statement had in fact been verified Master Transfer This option allows you to generate a Master statement in order to create partial mailings of each of your entry points You will be able to choose the number of pieces you want to actually mail at each postage rate level over any given number of days and see the balance remaining until it is complete When you press this button it will ask you for a spoilage percent If you enter a number here the program will adjust the piece counts in all of your piece count entries downward by the percentage entered It will create a Master Statement for each destination job and lot in the PV and adjust the piece counts in both the Master Statements and original Statements for the spoilage entered which is optional The mailing balances in the Master Statement s will be 0 since there are still statements on file for the pieces You can print the Consolidated form as a Master then delete it really delete it answer YES to deleting the associated Statements to return the pieces to the mailing balances in the Master Statements Destination Xfer This button will display a list of the entry points in
131. et the auto numbering status and method in Program Setup at the Statement Defaults tab Receipt This field lets you enter the USPS receipt number assigned to the Statement or to enter another piece of identifying information used by the mailer You can set the auto numbering status and method in Program Setup at the Statements Default tab Payment Method If creating a form that requires permit postage this will already be set to Permit If creating a form that uses applied postage this will read Meter Calculations Tab After all required information has been entered into the first tab of the Statement Screen you should click on the CALCULATIONS tab The top of the screen will show you all available rates in the form of a tree The behavior of this tree is selected in Program Setup Adding Package Services Parcel Post Permit Imprint 50 Postage Statement Calculations user Information Calculations Pieces Rate Postage A 2 Barcoded Inter BMC ASF Machina Expand Filled Hg Piece 1 amp 2 1 222 3 8200 4 668 0400 Expand All m 3 8200 974 1000 41100 Contract All 4 1100 Pieces v L DRAC Pennant Totals Pieces 1477 Pounds 2 582 1350 Postage 5 542 1400 Special Services and Other Fees When you get to the Calculation Tab you will see all of the rates and zones for the part selected in the Postage Tab
132. etter WB PMW DATA directory You can find out which directory your active data files reside in by doing a Windows Start gt Find gt File and searching your installation drive local or network for one of these files Default Settings PMWS INI User defaults Statement Data MAIL DAT Statement Headers MSD DAT Statement Detail CL2 DAT Periodical Detail JOBDIST DAT Job Distribution Drop Ship Data DSF DAT 8125 s PV3602 DAT Consolidated Statements BOL DAT Bills of Lading Accounting Files CHECK DAT Checks PMT DAT Payments PAR DAT Accounting Records CKACCT DAT Checking Acounts INVOICE DAT Invoices INVDETAIL DAT Invoices Details PARCHG DAT Accounting Charges XFERS DAT Transfers 45 Post Master User Guide METSTMP DAT Meter and Stamps Master Files CONTROLS DAT Company DEFAULTS DAT Statement Defaults DFL DAT Statement Defaults continued CAPSID DAT CAPS ID Records CLIENT DAT Clients JOB DAT Jobs MAILCODES DAT Mail Codes PERMIT DAT Permits MAILOWNER DAT Mail Owners CARRIER DAT Transportation Carriers CL2PUB DAT Publications COMPANY DAT Company continued EMPLOYEE DAT Employees Users CONFIRM ASN Entry Information Module Users Critical Data On a standard installation the following data files are located in the drive letter WB PMW DATA directory For those customers who have the optional CONFIRM ASN Entry Information TrackMyMail com module these folders and files will also be needed ASNLOG DIRE
133. f Meter Date 3602 Mailer Information Boxes Seguence Auto Numbering Default Statement Form None C 3800 R 3602 R 3602 N Default Statement Listing Order Control No ClientNo Receipt No C PermitNo JobNo Default 1st Class Weight Type Pounds C Ounces Default Sta 4 Weight Type Pounds C Ounces Default Rate Tree on Statement Add Normal C Expand All C Contract All None C ControlNo Job No C Permit No Receipt Auto Numbering None C ControlNo C YearMonth C JobNo Cancel Help Box 1 Permit Holder s Name and Address PERMIT listing information Box 2 Name and Address of Mailing Agent COMPANY listing information Box if other than Permit holder CLIENT listing information 152 Postage Statements Haver 38d AGEL OT RRO O8 COE P ake Gag amp Pipes to pe m Koo TET TEST CLIENT 30 Franklin Street Cambndge MA 2139 Peper Hoke re Never ced Actress ed ades agert ode Bat pee cete n Ema omes Ty 300 Franklin Street Cambridge MA 02139 123 Street Old Saybrook 05475 f care cut i APS ID 5 Dap 2 0 We Wwe Covers New Haven CT 06511 teeta TomT 3 100 T 14 0 1849 For ta trees ower cher Toti Vie bgt gt evene ond Freed D Lbs Uo Urdu at Parcel ha
134. f you had a previous version of Pervasive SQL on your system Pervasive System Analyzer archives it before installing the current version of Pervasive SQL A dialog appears that gives you a status of the installation process Pease wat while the InstaliShield Wizard inctalls Pervasive SOL NetWare Server This may take several mirates Installation actions include but are not limited to the following Script operations Component registration File copying Shortcut creation System registry updates A dialog appears at the end of a successful installation 15 Post Master User Guide InstaliShield Wizard Completed The eet sliSHield Wizard has successfully installed Pervasive SQ Ware Server Chh Fresh to exit the wead 15 Click Finish Caution To avoid poor database performance on NetWare 5 1 and later follow the instructions provided under Cache Allocation Size on page 8 8 in the Users Guide to increase Novell s factory setting for the database engine cache size 16 Start Pervasive SQL on your NetWare machine by performing a DOWN command followed by a SERVER command on the NetWare server You must restart the NetWare server to load the new version of BTRIEVE NLM The NetWare operating system has dependencies on BTRIEVE NLM 17 This completes the installation Common Questions After Installing Pervasive SQL Note This section contains information that you should read after running the
135. ft EMM Trays 0 TH Traws DROP SHIP MANIFEST Report Heading Drop Ship Manifest Sorted by Select PV from List Carrier Trailer Stop Freight 0 00 Freight PO Contains Date Control Verified Date Form Type Class Job Lot Client Pieces Pounds Postage Totals Report Totals 164 Reporting and Accounting DROP SHIP REGISTER SPREADSHEET Report Heading Drop Ship Spreadsheet Sorted by Select PV from List 10 08 2003 Drop Ship Spreadsheet 25 Date 9 11 2003 Job TER803V1 Lot Permit 483 P O of Mailing ALTOONA PA 16601 9998 Client ERCA Automation Presorte ECR Totals Destination Weight 5D Auto 3D Auto AADC MxAADC Basic Basic Pieces Pounds Postage Local 0 0500 946 36 799 14 883 3 816 1 559 221 58224 28112000 12 101 52 SPRINGFIELD 01152 97 0 0500 0 4 779 1 361 277 144 0 6 561 328 0500 1 220 14 BMC JACKSONVILLE BMC FL 32 0 0500 0 7 022 672 109 151 0 7 854 387 7000 1 487 52 BMC CHICAGO IL 60130 2296 0 0500 0 4 367 249 318 73 0 5 007 250 3500 923 35 BMC DALLAS BULK MAIL CENTE 0 0500 0 4 659 1 245 606 115 0 6 626 331 3000 1 234 37 BMC LOS ANGELES BULK MAIL 0 0500 0 9 087 659 1 136 0 9 883 494 1500 1 813 49 BMC SAN FRANCISCO CA 0 0500 0 6 199 488 69 96 0 6 852 342 6000 1 272 35 Tatals 946 72 912 19 557 5 196 2 275 221 101 107 5 055 3500 20 032 74 DROP SHIP SAVINGS REPORT DROP SHIP SAVINGS REPORT FOR JOB Drop Ship Savings Report Clien
136. gular Rate Postage Statement Calculations Containers User info 8125 Info Accounting Bill Amount 0 0000 If creating new statement bill amount will be set to postage amount if amount is left at 0 00 Payment Permit fi gt PO of Mailing Duncansville 99999 Totals Pieces 455 361 Pounds 22 585 9056 Postage 81 076 3400 This tab shows you that zero dollars have yet to be applied to the Bill To Client Once the postage statement is saved the Total Postage amount will be entered automatically into this field If you want to over ride that amount you can enter it here before saving the statement Now proceed to Saving your statement by clicking on the OK icon above the postage statement window CALCULATIONS Tab 98 Postage Statements Changing Consolidated Statement 26 Regular Rates mx Postage Statement Calculations user Information Calculations Pieces Rate Add Destination PA 19205 00000574 Lot Ref 455 361 BMC PHI 81 075 3400 Mm lager ort Automation Rates Letters 3 3 BMC Delete Destination M 5 Digit Letter 156 442 26 438 6980 EM Letter 273 119 49 707 6580 Copy Destination MiAaDc Letter 25 488 4 858 2080 Drop Destination MMixed AADC Letter 312 61 7760 Import Statements Favorite Totals Pieces 455 361 Pounds 22 585 9056 Postage 81 076 3400
137. hange Date Date Permit 3 15 2004 3602 Duncansville 99999 F 3 15 2004 3502 R Duncansville 99999 3 15 2004 3602 Duncansville PA 99999 3 15 2004 3502 R Duncansville 99999 3 15 2004 3602 9 Duncansville 99999 3 11 2004 3602 NP Duncansville 33333 3 12 2004 3502 NP Duncansville 99999 3 12 2004 3602 NP Duncansville PA 99999 3 11 2004 3600 Duncansville 99999 3 12 2004 3600 R Duncansville 33333 3 15 2004 3500 R Duncansville 33333 3 11 2004 3602 Duncansville 33333 3 11 2004 3602 Duncansville PA 99999 3 11 2004 3602 5 Duncansville PA 99999 SE Insert change Delete ISI Cl J 74 7 CO CO CO CO CO TAB SELECTION By choosing a different Order Tab you can view your data in the order that best suits your needs Pressing one of the order tabs can change the order of the information displayed on the Main Postage Statement Table This will also change the locator so that an item can be located Tabs are CONTROL NO PERMIT NO CLIENT NO JOB NO and RECEIPT NO The default order can be set in the Statement Defaults tab in the Program Setup screen found under the FILE menu CHANGE DATE Tab The Change Date Tab allows you to Tag Select multiple statements from the statement listing and change the date on those tagged statements all at once Very handy if you need to change a whole group of statements
138. he statement FILE NAMING OPTIONS You can also use the Mail Owner Client Code or Job Number as data elements in the PDF file name We do not recommend using the same data element in both the sub folder name and the file name though you can do so if you wish At a minimum you must select Report Name as part of the file name The report name consists of the following data elements e Statement Form or supporting document name printed such as 3602 R including dash ConfirmASN for the form 3152 A Breakout for a multi version breakout report etc e Dash e Statement Control No 8 digits zero padded either the consolidated statement control number or the statement control number If the form is an 8125 the 8125 control number is used e Dash e Date and Time Stamp when created MMDDYYYYHHMMSS format If you plan to create a folder for each client you should include the job name as part of the file name probably putting it first This way a client can easily see which statements are associated with each job 156 Reporting and Accounting Postage Reports UNREGISTERED PRODUCT This product is unregistered In order for this product to start working a registration sting is requred DAILY REPORTS Control Number Period Reports Job Number 4 Periodicals Reports gt Permit Number Postage Reports Client Number Drop Ship Reports Optional Procedure Report Mas
139. hen the 8125 or 3152 A is printed for that mailing that number is changed to the DUNS number of the primary EI participant automatically After you press the OK button to save the EI record you will see it listed in the following browse gp STC Listing x Destinations lev Destination ECF HARTFORD CT 060 SubscriberID Shared ID Facility Code Diop Date Drop Time Appointment No Del Start Date Del End 343 422122002 4 24 06101 471272002 Under normal circumstances there is only one El or Confirm ASN record per mailing statement We have made provisions to allow you to add additional records if this mailing combines mail from different jobs or clients At this time we see this ability to be needed rarely but it does exist At this point just press the Close button at the bottom of this browse and return the statement screen After you print the statement you will be asked to print the 3152 A form You must print this form in order to generate an EMD file for the Entry Information 208 USPS Programs Made Easy program Post Master does not allow you to generate EMD files for any mailing that has not had a 3152 A or 8125 printed yet DROP SHIPPED JOBS When creating a consolidated 3602 RV you would enter the basic job information for the statement in the Consolidated Statement Screen then go to the USER TAB before saving this information and moving onto the process of adding destinations On the User tab will
140. hether each Statement is mailed under Optional Procedure and all OP Statements will appear on the OPTIONAL PROCEDURE REPORTS available in the Daily Reports menu Currently this is an ALL or NOTHING setting box If you have certain statements that you do NOT want mailed under Optional Procedure you will have the option at the time you create your statements to uncheck the box 54 Defaults and Program Settings When Mail Under Optional Procedure is activated the program automatically sets the Sequencing Auto Numbering scheme to Permit No and Receipt Auto Numbering to Control No Include Meter and Stamps in OP Report If you would like your Meter and Stamp mailing statements to also be included in the Optional Procedure reporting check this box Lot Required If you want to force the Lot to be added when statements are entered Add Sequence Number to CAPS ID Will help aid in tracking CAPS accounts Do Not Populate Default Mailer and Permit Allowing for blank last minute hand entry Do Not Include Piece Weight on Package Lookup Allow Entry of Meter Date Default Statement Form This default allows you to select the statement that you use most often as a default Default Statement Listing Order This default lets you choose the default sequence in which you will see your Statements Press the radio button for the desired choice Control Number Permit Number Client Job or Receipt Default First Class W
141. ht of the Job field b Select the Drop After you select or entry the job you will see a list of drops appear Select one The program will update the Lot field with the drop number and select the appropriate entry point for you automatically c Press the lookup button next to the Package Field and select a Pro Mail package The weight of the package will be updated to Post Master s Weight field The weight will be in ounces or Ibs depending on what was originally setup in Pro Mail 5 d Select the Permit by pressing the lookup button This permit info is coming right from Pro Mail s tables Create and print the rest of the statement as usual Creating Multi Package per Drop Statements First Class and Standard Mail Only 177 Post Master User Guide a When creating a new statement indicate multi package as the statement type in the first entry field b Select a job then a drop as described for single package statements c Enter the rest of the statement info per usual and enter something in the weight field even if it is not correct d Go to the calculation tab and double click on any rate You will see button and you will see the Multi Job Client listing Press the Insert key go to the Package field Press the lookup button and select a package e Click on the Calculation tab and enter your piece counts for this package When done press the OK button at the top of the screen then press the Insert button
142. ication purposes and a special shortcut will be installed that restricts the user to limited functions For more details and screen shots of the Workstation Installation Set Up Utility refer to the User Guide section titled Network Workstation Utilities NETWORK INSTALLATION OPTION 2 Program files installed at each workstation data files shared on the network With this type of installation we suggest the System Administrator keep a full copy of the program on the shared network drive This will eliminate the need to update each individual workstation when there is a new update to the program From a workstation or server that will NOT be utilizing the program load the entire program to a shared network drive F From each workstation Workstations that WILL be utilizing the software begin the installation as if you are doing the Local WorkStation Installation EXCEPT when prompted select the local C drive for the Program Folder and the shared network drive FA for the Post Master Data and Postage Statements Folders Users to this drive should be granted Read Write Create permissions 24 Program and Workstation Installation 25 Post Master User Guide Network Workstation Set Up Utility Post Master allows multiple users to simultaneously access shared data ona network This program can be loaded and run from a network drive or loaded and run from local drives sharing data on the network drive If you have a fast
143. ies listed HTTP UPLOAD As an alternate to the USPS FTP Site such as if the site is running but you have firewall problems you must have Port 21 open on the firewall to do FTP transfer you can upload the files created via HTTP 1 Mark the ASN EMD file s to be uploaded 2 Press the new button Generate for HTTP Transfer and then minimize the Post Master Statements window The files will be created in the ASNOut folder under Post Master Postage Statements data folder 3 Sign onto the Internet go to www planetcodes com login and go to the upload area 4 Select the files for uploading from the ASNOut folder and upload them 5 After uploading return to Post Master Statements window and press the button Mark as Sent The files that were generated will be marked as sent and the files themselves will be moved from the ASNOut folder to the ASNLog folder NOTE The files in your ASNLog folder are viewed in our Prepare ASN Files list Once they have been uploaded and marked as sent the Trans Date column is filled in and these files are no longer given tagging abilities This provides you with Log Detail of your uploaded files 8125 BARCODE ACCEPTANCE TROUBLESHOOTING Laser printers from time to time produce a barcode that will not pass In most cases the trouble can be remedied by giving the printer a thorough cleaning and resubmitting A dirty fuser will cause the barcode to bleed and reduce scanability Anothe
144. il Subject to Surcharge Permit Imprint 3602 HR Standard Mail Heavy Letters Permit Imprint 3602 P Standard Mail Letters and Flats Postage Affixed 3602 PS Standard Mail Subject to Surcharge Postage amp ffixed The process is simple You select a Form type and Mailing Date You can consolidate different form types if you choose Mixed You also can limit your consolidation to a single job or client or permit by filling in that information When you have filled in the Statement Information about what you are consolidating 138 Postage Statements Generic Consolidated Register Statements Selected Statement Information statement Listing 7 3511 2004 dH Pieces 113 204 Postage 18 822 8600 press the Statement Listing tab and you will see a tag table of statements already tagged with a blue checkmark You have the opportunity to untag any you do not want included on your form Once your selections are made press the Printer Icon above this window This information is not saved so if you need to reprint the Generic Consolidated statement you must redo the above process Generic Consolidated Register DAIMLER Statements Selected Statement Information Statement Listing jDuncansville PA 999 NEW Duncansville 9999 NEV Duncansville 3995 Test Duncansville PA 9995 Test 3 11 2004 Duncansville 9994 Test Tag Untag Untag All Pieces 113 204 Postage 18 822 8500
145. iles created via HTTP 1 Mark the ASN EI file s to be uploaded 2 Press the button Generate for HTTP Transfer and then minimize the Post Master Statements window The files will be created in the ASNOut folder under Post Master Statements Data Path 3 Sign onto the Internet go to www planetcodes com login and go to the upload area 4 Select the files for uploading from the ASNOut folder and upload them 5 After uploading return to Post Master Statements window and press the 223 Post Master User Guide button Mark as Sent The files that were generated will be marked as sent and the files themselves will be moved from the ASNOut folder to the ASNLog folder NOTE The files in your ASNLog folder are viewed in our Prepare ASN Files list Once they have been uploaded and marked as sent the Trans Date column is filled in and these files are no longer given tagging abilities This provides you with Log Detail of your uploaded files For more information on CONFIRM and PLANET Codes from the United Sates Postal Service visit the Planet Codes page by clicking here NOTE ON EDITING ASN EI INFORMATION A CONFIRM button also will appear when editing your 8125 s If information like drop date changes and you are entering other 8125 information changes you can press the ASN EI button to also make these changes to the ASN EI data 224 3 DOU 2 51 51 8 8125 epe ison
146. ill see a button called CONFIRM underneath some new entries fields that the USPS would like to have but are not required Ceivery Dalz 10 27202 In Home Karce 3 1 16 2032 27 No 4222423 Confirm ASM Delivery Date First day of in home delivery date In Home Range usually 3 days We will show the last date of the range omitting Sundays and holidays Appointment Number Your drop ship appointment number if known When you press the CONFIRM button you get the following table 197 Post Master User Guide es Contirm ASN STC Listing After you have one or more entries in this table you will be able to view add or change the Planet Code data for this mailing by clicking on the Planet Code tab Initially there are no entries so you have to press the INSERT button to define your first mailing On a mailing that is not drop shipped the destination at the top will be blank Press the Insert button to enter information on the first Planet Code in this mailing 198 USPS Programs Made Easy Adding a Confirm ASN p xi Destination 8125 Statement 3602 Statement 9 Subscriber ID 33 SharedSubscibelD f 0 Facility Code Estimated Diop Date 1270572001 2 Wednesday Estimated Drop Time Appointment No 424442 Delivery Window Start Date f 1 12 2002 2 E Saturday Delivery Window End Date 1 16 2002 2 WE Wednesday x Tra
147. ime a statement is printed A date and time stamp in the file name can be used to determine which statement is the newest one Setting Up The Ability To Create Statement PDF s Go to the Program Setup off the File Menu and select the Statement Default Tab Check the Create PDF Version of the Statement Checkbox Press the PDF File Defaults button to get the following screen 154 Postage Statements pk PDF File Defaults Eq Statement Root Folder c webipmyvtestipdts 7 Select Folder Name Elements Sub Folder Naming Fie Naming Mail Owner Code Client Code Job dash _ underscore tilde Erase Last dem __ 1 Statement Destination Folder and Filename Pattern SubFolder FileName LJOB RPT NAME OK Cancel PDF Statement Root Folder is where your PDF s will be created You can press the Select Folder button to select a folder for your PDF s The screen that will be displayed will also allow you to not only select a folder but create a new one SUBFOLDER NAME ELEMENTS You must choose one data element for a subfolder name which will appear under the root folder If you are not assigning mail owners to your client records you can select Mail Owner Code if you want all files in the same folder In that case all files will appear in a subfolder under the PDF root folder called BlankOwner If you wish to put the PDF s into fold
148. immediately if you fail to comply with the terms of this License This License will similarly terminate upon expiration of the Term at which time the Software Application will become inactive and later inoperable as provided in Section 5 Upon termination you must cease all use of and destroy the Software Product 15 U S Government Rights If you are acquiring the Software Product on behalf of any agency or unit of the United State Government the following provisions apply the Government agrees i if the Software Product is supplied to the Department of Defense DoD the Software Product is classified as Commercial Computer Software and the Government is acquiring only restricted rights in the Software Product as defined in clause 252 227 7013 of the DFARS and ii if the Software Product is supplied to any unit or agency of the Government other than DoD the Government s rights in the Software Product shall be as defined in clause 52 227 19 c of the FAR 16 Controlling Law Jurisdiction Severability This License shall be governed by the internal laws of the Commonwealth of Massachusetts and any disputes arising out of this License shall be resolved exclusively in the state or federal courts sitting in Massachusetts If any provision of this License is held unenforceable that provision shall be enforced to the maximum extent permissible and the remainder of this License shall continue in full force and effect 17 Noti
149. installation program If you are having problems with your installation go to Chapter 21 Troubleshooting After Installation or get help online from our Knowledge Base website at http support pervasive com kb How Do I Use NetWare Directory Services NDS with Pervasive SQL V8 For information on Pervasive SQL support of NDS see the topic NetWare Directory Services NDS Formats on page 18 7 More documentation on how NDS relates to Pervasive SQL is available in the Knowledge Base of Pervasive s Home Page http support pervasive com kb Search using the keyword NDS on the Support section of the site How Do Read the Online Documentation Pervasive SQL V8 documentation for Win32 platforms is in Microsoft HTML Help format To read the documentation select Start gt Programs gt Pervasive SQL V8 gt Documentation gt Pervasive SQL V8 from the Windows Start menu You can also view the documentation in the form of Adobe Acrobat PDF files These PDF files are available on the Pervasive SQL V8 Server Edition CD ROM There is also a README file on the distribution media that has the latest changes and additions to Pervasive SQL V8 What Files Are Installed as Part of Pervasive SQL V8 Once installed the Pervasive SQL files reside in the following directory structure This structure is located on the SYS volume on the Windows machine from which you installed Pervasive SQL Server for NetWare Installation SYSTEM NL
150. ion Job Name Client NEW New Client 8125 Edit Destination 193 BMC CHICAGO 1 608 3 11 859 3500 194 SCF PALATINE IL 600 33165 5 493 6100 Delete Destination 195 SCF CAROL STREAM 36 453 5 015 8400 196 SCF 5 SUBURBAN IL 32468 5 3754000 Drop Destination 197 SCF CHICAGO IL 606 119 272 19 699 6900 Import Statements Favorites Create Favorites Edit 8125 Print 8125 Close Help By highlighting one of your Consolidated statements and clicking on the above Destinations tab you will see the destination entry points that are linked to this Consolidated statement These are actually individual complete statements that 133 Post Master User Guide can be printed as a stand alone from the 1st Class Standard Mail Periodicals or 3605 Parcel Services and Priority menu list depending on which class of mail you have processed The Control column makes it simple for you to locate them in the list Even more editing capabilities are displayed on this screen for you including options to edit or print the corresponding 8125 form for each of the entry points on this Consolidated postage statement Add Destination Use this button to manually add another entry to this Consolidated statement Edit Destination Highlight an entry point of your choice and hit this button to make any changes to piece counts containers or unverify the statement Delete Destination This will completely d
151. irectly from your 8125 forms using a tagging method 126 Postage Statements 127 Post Master User Guide Statement Editing After you ve created your statements you may find that some bit of information needs to be changed This guide will show you how simple it is to find your statement and make the necessary edits Click on the Statements menu to access the various statement lists wm Post Master 2000 5 02 02 04 WBOO05 File Edit Reports Utilities Weight Verificatic m 1st Class Standard Mail 3600 3602 Periodicals Statements 3541 Drop Ship 3602 V Merge Statements 3605 Parcel Services and Priority International 3651 Miscellaneous Postage Entries Receipts 3606 Y CASS Certificates 3553 Master Mailing Statements Y Drop Ship Clearance 8125 Bills of Lading Combined Statements of Mailing Y Generic Consolidated Statements Statement Toolbar Icons When you are inside one of your Statement lists you will see this toolbar across the top of the window sm Post Master 2000 5 02 02 04 WB0005 File Statements Edit Reports Utilities Weight Verification Accounting Other Programs Window Help o gt n v elal 2 A e Bi m v njaa a gt gt gt gt i 4 These VCR buttons will help you to navigate through the statements list Float your mouse over each button to see a description of its function Pressing this icon will allow you to access our DAT MAIL
152. is already applied to the mail pieces The 69 Post Master User Guide user will be able to enter the total pieces total pounds and total postage Mixed 1 2 amp 302 this option can be used to prepare 3600 R and 3600 P forms where 1 2 and 3 ounce mail is commingled Piece Weight Required if identical Enter the single piece weight in pounds or ounces depending on the Weight Type option below If you make an entry in the weight field and then change the weight type the first value will automatically be converted to the new type The default Weight Type for a form is set in the Statement Defaults tab of Program Setup Enter ZERO if doing a non identical mailing other than Average Unit of Measure Pounds or Ounces preset in your Program Setup Can be overridden here Client Required If the client is already in your Client file you can enter the value by just typing the Client s name As you type the field will fill in automatically until the Client s name is displayed You can scroll through the Client names by pressing the up arrow or down arrow key on your keyboard You can also press the lookup button next to the Client field to lookup or add a Client If you start typing the name of a new client the Client Data Entry Screen will pop up and you can enter the new Client s information Bill to Client Postage Accounting users only If the Client you wish to bill is not the same as the mailed for Client i e an
153. isting Zone Breakout Detail International Rate Chart Renort Write Publication List Report Wizard ABE HE siens Gennes Foreign Rates SUMMARIES Report Heading Daily Summary for x x xxxx Sorted by Control Number Publication Contains Control Publication Edition Code Date of Issue Frequency Finance Number Type Processing Category Pieces Pounds Postage Totals Report Totals PERIOD REPORTS 159 Post Master User Guide Report Heading Summary for to Sorted by Control Number Publication Contains Control Publication Edition Code Date of Issue Frequency Finance Number Type Processing Category Pieces Pounds Postage Totals Report Totals ACTIVITY REPORTS Report Heading Publication Activity for x x xxxx to Sorted by Control Number Publication Contains Control Publication Edition Code Date of Issue Frequency Finance Number Type Processing Category Pieces Pounds Postage Totals Report Totals BREAKOUT REPORTS Report Heading Summary for to Sorted by Control Number Publication Contains Control Publication Edition Code Date of Issue Frequency Finance Number Type Processing Category Pieces Pounds Postage Totals Report Totals POSTAGE REPORTS 160 Reporting and Accounting Client Activity Report Drop Ship Reports d Permit Activity Report Master Statements Reports gt Job Acti
154. ity Statements Control No Permit No Client No Job No Receipt No Change Date Pemit 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 5 16 2004 3605 DFR Duncansville 99999 6 01 42004 3605 BPR Duncansville 99999 6 01 42004 3605 BFR Duncansville 99999 6 01 42004 3605 DPR Duncansville 99999 6 01 42004 3605 PR Duncansville 99999 6 01 2004 3605 PR Duncansville 99999 6 01 42004 3600 PM Duncansville 99999 6 01 42004 3605 DPP Duncansville 99999 6 01 42004 3605 DPR Duncansville 99999 6 02 2004 3605 SR Duncansville 99999 6 02 2004 3605 DFR Duncansville PA 33333 DE Detail Insert change Delete TAB SELECTION By choosing a different Order Tab you can view your data in the order that best suits your needs Pressing one of the order tabs can change the order of the information displayed on the Main Postage Statement Table This will also change the locator so that an item can be located Tabs are CONTROL NO PERMIT NO CLIENT NO JOB NO and RECEIPT NO The 104 Postage Statements default order can be set in the Statement Defaults tab in the Program Setup screen found under the FILE menu CHANGE DATE Tab The Change Date Tab allows you to Tag Select multiple statements from the statement listing and change the date on those tagged st
155. king on Check For Updates will check your program version and compare it to the latest public release You will be taken to a web page that will give you the information on what step you need to take next If you are fully updated you will see a message like this 39 Post Master User Guide Your Version of POST MASTER is 5 02 02 17 You have the latest Version of POST MASTER No need to upgrade at this time Thanks Window Book Team If you need to update you will be instructed as to what the latest version is and how to get it Update Program Vicus Upuducs Update Program Changes Only Get Support For Post Master Full Download 3 Online Learning Center Update Destination Files Only Update Program gives you access to three Software Update choices You must have an open Internet connection and ALL USERS must be out of the program before running any of these update maintenance functions CHANGES ONLY Replaces Internet Update note that the Communications Tower that formerly controlled this from your Toolbar is now gone Click to update only the portions of the program that have been updated since the last time you updated your software This option does NOT update your destination files FULL PROGRAM DOWNLOAD Clicking here will take you to the full update access page complete with important release information Update Notes access and access to the download itself You wi
156. l postage is AUTOMATICALLY generated If you manually create a consolidated statement with applied postage you will have to manually create the statement that pays for the postage due IMPORTANT NOTE DIFFERENCE BETWEEN PAYING BALANCE DUE BY PERMIT VS TRUST A trust account is a permit account established by a mailer and is dedicated to paying the additional postage amounts for postage affixed statements It is not used for other purposes When you indicate that the additional postage is paid for by Trust no additional postage statement is needed where if it was an ordinary permit you would need the additional postage statement CREATING THE STATEMENT FOR ADDITIONAL POSTAGE TO PAY A BALANCE DUE 1 If you are paying the balance due for a consolidated statement print the statement and look at the total due amount If it is for a single statement generated by Post Master look for the balance due on just the one statement 2 In the statement listing press the Insert button to create a new statement and enter the normal Job and Client info but make sure to select the permit you want to use to pay the balance with This is normally NOT the same permit which you used to do the original The form type must be one that is for the same mail class as the original statement but pays for the postage by permit If you created a 3602 P then it should be a 3602 R If your original statement with applied is non profit make sure to create a 3602 N to pay
157. l sessions Installation To install Pervasive SQL on a terminal server you must be logged into the terminal server as a user with system administrator rights Windows NT Server Prior to installation you must switch the terminal server to install mode using the change user install command This ensures that the software is available to all users after installation When the installation is complete you set the terminal server back to runtime mode using the command change user execute Windows 2000 Server Install Pervasive SQL through Add New Programs Start4 Settings4Control Panel4Add Remove Programs4Add New Programs The operating system Post Master User Guide automatically handles the changing of terminal server modes Installation Installing Pervasive SQL Server for Windows Note You must install the Pervasive SQL Server for Windows at the server itself you cannot install it remotely from a client machine To install Pervasive SQL Server on a Windows machine 1 Launch the installation program from your Windows machine a Insert the Pervasive SQL Server for Windows CD in the CD ROM drive of your Windows server b If the installation does not start automatically click Start select Run and type lt drive gt setup where lt drive gt is the drive letter of your CD ROM device The installation program begins its initial preparation After the preparation completes the Welcome screen appears 2 Click Next t
158. l statement has a single Job and Lot version and a single Client A Multi Client statement can have different Clients Jobs and Lots and a Multi Job Statement can have different Jobs and Lots for the same Client WARNING The piece weights of all mail pieces must be the same for a multi job or multi client Statement to work correctly unless you also choose the appropriate Non identical statement option Job Optional Enter the Job code for the job being mailed If your Job number already exists in our database type in the value and press the tab key or use the lookup button to select the Job If you are entering a new Job you will get a 68 Postage Statements message alerting you that the job doesn t t exist and if you would like to create it choose Yes If there is a Master Statement associated with the Job you entered you will get a list of Lots and Destinations if drop shipped which have pre entered or saved data Select the one you wish to work from Lot Optional unless you have made it a required field in Program Setup If you are tracking mailings by Lot version enter the Lot value here Description Optional Enter a Description of the mailing or Job to be printed on the postage statement This is stored in the Job file Form Required Select the form you wish to prepare by clicking on the down arrow to the right of this field Payment Method If creating a form that requires permit postage this will already
159. les Allows for splitting Mail dat files Produces Postage Statements and Drop Ship Clearance Documents with or without a Mail dat file Allows for editing of statements before and after generating from a Mail dat file Allows for automatic statement generation Allows for automatic statement printing Prints a large and versatile variety of useful reports in addition to the Standard USPS Qualification Reports Prints tray and sack tags and pallet placards Prints bundle slips Includes Quick Entry Planning Volume based drop ship entry plans Facilitates Partial Mailing Management Supports PostalOne Easy to Upgrade to Toolbox DAT MAIL Toolbox All of the features of Editor PLUS PALLETIZATION Build convenience pallets for unpalletized mail Customize and save Palletization Plans Co palletize mailings FREIGHT PLANNING COST amp DELIVERY OPTIMIZATION Fully customizable Freight Tables Supports multiple Freight Tables Fixed or Dynamic Entry Plan logic Fuel surcharge calculation Shuttle Freight costs WORK TICKETS Allow CSRs to enter information Manufacturing Instructions Special Instructions Disposition Instructions Drop Scheduling Works with or without existing job shop program SHIP DATE ESTIMATING FEATURE 31 Post Master User Guide 32 SYSTEM REQUIREMENTS Microsoft GOLD CERTIFIED As a Microsoft amp Gold Certified Partner Partner Window Book follows Microsoft s published time line for phasing out support of retired MS prod
160. ll need to download the full update file and then run it to update your software See detailed updating instructions at this page as well UPDATE DESTINATION FILES ONLY Clicking here will update your Destination Files as required If you are getting a Destination File Expiration warning you can update here to clear the warning message This will not update the full program your program version will not necessarily change Get Support for Post Master 40 Introduction and Support pe 5mm Get Support For Post Master gt Search Knowledge Base Online Learning Center Submit a Question Online Join a Support Session Reaistration gt This is the most important tool you have in order to get Technical Support in the FASTEST most efficient manner possible ALL Tech Support needs to go through this system in order to be handled The Knowledge Base support system was implemented in order to get you both fast and reliable support Incoming questions problems are routed directly to the first available support representative who is best qualified to handle your particular query Incidents are handled more quickly and efficiently than ever before Follow these steps to getting your Incident resolved STEP 1 Search the database INSTANT ONLINE ANSWERS Clicking here will bring you to Instant Answers Online We store all resolved queries in our solution database Search by product category keywords or phrases Available 24 hour
161. local area network the first option is the simplest If your network is heavily loaded or you are installing these programs on an enterprise network that links multiple facilities using routers across T1 lines you must run the programs from local drives The second option will always be faster however minimally on some systems than the first Download the Workstation Set Up Utility by clicking here http www windowbook com downloads Wkstnsetup_500 exe Network Utility for setting up workstations The first setting will be to set a path for the computers to find the Registration data If the location indicated under Network location for registration data is incorrect select the correct location by clicking on browse to find and select 53 Network Drive Selection You must indicate which network drive your DAT MAIL and or Post Master data will reside on Use the browse button to select the drive letter Select ONLY the letter of the network drive For instance P NOTE The network drive MUST be mapped to a drive letter For instance Server1 as the network location will not work properly 4 letter drive name is required For the program to Function correctly after being installed Network Drive Letter lr Browse Cancel 26 Program and Workstation Installation tJ Welcome workstations to run DAT MAIL and or This utility will configure network Post Master programs from Windo
162. m N A or T according to the details below Non Identical When doing a mailing where all pieces weigh the same the Non Identical field defaults to Normal If the single piece weight is ZERO the user must select a non identical method Here is a description of each option Normal Mailing If this is a normal identical piece weight mailing a piece weight is required Average Weight In this method postage is calculated normally for each rate category After selecting AVERAGE method you will be prompted for a single piece weight that represents the average piece weight in a mailing The user is then prompted to enter the total weight of the mailing if known When the Statement is printed the single piece weight in the Postage Statement will say Non Identical Totals Only This method provides a summary of a mailing that is documented in detail on another printout It is used primarily on 3600 P and 3602 P forms where the correct postage is already applied to the mail pieces The user will be able to enter the total pieces total pounds and total postage Piece Weight Required if identical Enter the single piece weight in pounds or ounces depending on the Weight Type option above If you make an entry in the weight field and then change the weight type the first value will automatically be converted to the new type The default Weight Type for a form is set in the Statement Defaults tab of Program Setup Enter ZERO if doi
163. man 26 Dun Brad 27 CAPS 19 28 CSR 29 MonProfit amp uthNumber ENTITY Segi Required Field Info Cancel JOB TABLE Map Job Number and Description If are going to link the Client table also map the client code which will link to sortlabel or client SYSID which will link to Client SYSID MAILING AGENT TABLE Map Comp_Code to your code for that mailing agent or location and Comp_Name to the description of the same PERMIT this is a list of permits that could be accessed across all jobs The required information is Permit Number PERMIT Permit Holder Name NAME Post Office of Mailing City Post Office of Mailing State 192 Utilities and Special Tools Post Office of Mailing ZIP DROP This table would have a record for each drop in a job Drop ID Drop Number and JOB_ID are the only two required fields Currently there is no way to link to a job based on a Job Table s SYSID If you want Post Master DAT MAIL to pick a drop ship entry point based on info in the drop file you must have the following information available and mapped FacilityType B BMC ASF S SCF A ADC D DDU FacilityZIP USPS labeling list ZIP for the facility ie BMC Springfield would have a Facility ZIP of 05500 not 01152 SQL OPTIONS The way data is accessed from Oracle is a lot different than it is accessed from Sybase for example With these options you can change the way
164. mated piece type ACF or ACL Edition Code Enter the edition code for this mailing Date of Issue Enter the appropriate date Frequency of Issue How often is the periodical mailed Type in a description such as WEEKLY MONTHLY QUARTERLY etc CASS DATE INFORMATION Enter your CASS date information in the appropriate fields ADDRESS MATCHING DATE AUTO ADDRESS MATCHING DATE ECR ECR SEQUENCING DATE Ride Along Pieces Check this box if you have Ride Alongs with this mailing Ride Along Piece Weight Enter the piece weight of your Ride Alongs here Issues Per Month Required You must indicate whether the Statement you are creating is covering a single issue of the periodical or all issues for a particular month or period The ALL option allows you to commingle different issues in the same period and create one Statement to cover all YOU MUST FIRST FILL THIS PART BEFORE YOU ARE ALLOWED TO GO FURTHER IN PERFORMING YOUR CALCULATIONS If ONE Edition per Month o Average Weight Required Enter the average piece weight in pounds You should take care to weigh your pieces very accurately since the USPS requires accuracy to six decimal places and it is likely that your scale is not that accurate You can improve accuracy by weighing a larger sample If the accuracy of your scale is known you can enter it in the SYSTEM SETUP screen and Post Master will indicate the minimum sample size required to achieve six digit accuracy Any
165. may be necessary at this point Setup only prompts for a reboot if a locked file or some other event was detected that requires a reboot Please reboot your system if prompted to do so in order to ensure proper operation of your Pervasive SQL V8 product A dialog appears that shows the status of the installation process 11 Post Master User Guide Please wait while the InstallShield Wizard installs Pervasive SQL Client This may take several minutes Status Installation actions include but are not limited to the following Script operations Component registration File copying Shortcut creation System registry updates A dialog will appear at the end of a successful installation Click Finish to complete the installation 12 Installation for Novell Installing the Novell Netware Pervasive SQL Server Components You cannot install the NetWare server from the local console You must install the Pervasive SQL for NetWare server remotely from a Windows client machine on which you have administrative rights Note If the installation fails before the program copies any files to the target installation directory the installation log file install log can be found in the directory specified by the TEMP environment variable This directory is often c windows temp or c winnt temp To install Pervasive SQL on a NetWare server 1 Map a drive letter to the remote server a Double click My Computer
166. me As you type the field will fill in automatically until the Clients name is displayed You can scroll through the Client names by pressing the up arrow or down arrow key on your keyboard You can also press the lookup button next to the Client field to lookup or add a Client If you start typing the name of a new client the Client Data Entry Screen will pop up and you can enter the new Clients information Permit Required Enter the Permit number for this mailing If there is more than one Permit with this Permit number the first one based on Post Office of Mailing will be chosen automatically Use the lookup button to select a different Permit or to add a new one Typing in a new Permit umber will pop up the Permit Data Entry Screen where you can enter the new permit information WARNING Do not change the text inside the Permit or the PO of Mailing CAPS ID Optional Access or add to the CAPS Account Listing CAPS is the Centralized Postage Accounting System of the USPS Mailer Required Select from the Mailer Information Listing or insert a new Mailer 85 Post Master User Guide Delivery Date Optional Enter the desired In Home Date that will print on the associated 8125 forms Sequencing Date Optional This field can be ignored Fed Agency No Optional This field will appear on statement forms where it is possible to enter this information Employee Optional Select from your Employee listing The employee
167. me Range 3 B 6 23 2003 Confirm ASN Delivery Date First day of in home delivery date In Home Range usually 3 days We will show the last date of the range omitting Sundays and holidays Appointment Number Your drop ship appointment number if known When you press the CONFIRM button you get the following table 218 USPS Programs Made Easy Confirm ASN El Listing Destinations Job Lot No Destination Show Planet Codes Det A After you have one or more entries in this table you will be able to view add or change the PLANET Code data for this mailing by clicking on the Planet Code tab Initially there are no entries so you have to press the INSERT button to define your first mailing On a mailing that is not drop shipped the destination at the top will be blank Press the Insert button to enter information on the first PLANET Code in this mailing 219 Post Master User Guide Adding Confirm ASN El Destination 8125 Statement lt 3602 Statement 2 9 Subscriber 10 339839 p Shared Subscriber ID Facility Code Estimated Drop Date 671272003 BRE Thursday PlanetCode Pieces a Estimated Drop Time Appointment No DL Delivery Window Stat Date 6 19 2003 ER Thasday Delivery Window End Date 572372003 2 88 Monday Transmission Date Total Planet Code Pieces 0 Sit Insert Cancel
168. mit No Client No Job No Receipt No Change Date 3 15 2004 3602 R 3 15 2004 3502 R 3 15 2004 3502 R 3 15 2004 3502 R 3 15 2004 3502 R 3 11 2004 3502 NP 3 12 2004 3602 NP 3 12 2004 3502 NP 3 11 2004 36800 A 3 12 2004 3500 R 3 15 2004 3500 R 3 11 2004 3502 R 3 11 2004 3502 R 3 11 2004 3602 A Duncansville 99999 Duncansville 33333 Duncansville 99999 Duncansville 99999 Duncansville 99999 Duncansville PA 99999 Duncansville 99999 Duncansville 99999 Duncansville PA 99999 Duncansville 33333 Duncansville 99999 Duncansville 99999 Duncansville 99999 J 74 7 COO CO CO CO CO KE Detail Insert Delete This statement list can be displayed in different sort orders using the tabs at the top of the window Once you ve located the desired statement you can double click to open it or click on the Change button Inside the statement you are given the option to make several changes including piece weight client permit piece counts containers etc When you ve finished making edits you ll find icons above the window for OK saves and closes the statement or Printer saves closes and prints the statement and then you are returned to this browse Periodicals Statements A complete list of every Periodical postage statement you have generated 130 Postage Statements 4 Periodicals Maili
169. n configuring a Gateway and its advantages go to http www goldstarsoftware com gateway asp Post Master User Guide Running the Workgroup Engine as a Windows Service A tool that installs the Workgroup engine as a service is available on the Pervasive Component Zone web site To download the tool visit the following URL and select the Toolbox WGE as an NT Service link http www pervasive com ComponentZone Component Lookup asp Function S howComponents amp ID 6 amp Category Tools 2F Utilities gt After downloading the file 1 Place the tool in the BIN directory where your Pervasive files are installed 2 Shut down your Workgroup engine 3 Double click PVSW EXE to run the tool 4 From the menu choose Tools WGE as a Service The next screen provides the option to install the Workgroup engine as a service Before you do so click Info and follow the instructions provided For Larger network configurations 6 or more users contact Window Book Inc for special instructions More Information on installing the Pervasive SQL V8 Workgroup Engine For more details on and a preview of the Pervasive SQL V8 WorkGroup Engine installation routine on this CD Browse the CD go to the PSQL85WGE books directory and open the PDF named Getting_Started_WorkGroup PDF section 4 1 13 guides you through the installation routine and describes what to expect during the installation Dat Mail Post Master or Postal Package Partner users are not
170. n your ASNLog folder are viewed in our Prepare ASN Files list Once they have been uploaded and marked as sent the Trans Date column is filled in and these files are no longer given tagging abilities This provides you with Log Detail of your uploaded files For more information on CONFIRM and Planet Codes from the United Sates Postal Service visit the Planet Codes page by clicking here NOTE ON EDITING ASN EI INFORMATION A CONFIRM EI button also will appear when editing your 8125 s If information like drop date changes and you are entering other 8125 information changes you can press the ASN EI button to also make these changes to the ASN EI data BACKING UP YOUR CONFIRM DATA Critical Data On a standard installation the following data files are located in the drive letter WBYPMWADATA directory For those customers who have the optional CONFIRM ASN Entry Information TrackMyMail com module these folders and files will also be needed 204 USPS Programs Made Easy ASNLog Directory and contents ASNOut Directory and contents EMDLog Directory and contents All of the ConfirmASN DATfiles These must be backed up and restored as a set 205 Post Master User Guide USPS Entry Information EI for Post Master formerly Start the Clock STC This notice was distributed by the USPS at the end of May 2002 The Start the Clock program has undergone a name change The new name is Entry Information The name cha
171. ng Statements Control No Permit No Client No Job No Receipt No Change Date 2 02 2004 2 02 2004 2 02 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 12 2004 3 1 2 2004 3 3 1 272004 Duncansville 99999 Duncansville PA 99999 Duncansville 99999 Cambridge 02139 Cambridge 02139 Cambridge MA 02139 Cambridge 02139 Cambridge MA 02139 Cambridge MA 02139 Cambridge 02139 Cambridge MA 02139 Cambridge MA 02139 Cambridge MA 02139 Cambridge 02139 00008 2 Co 0 0 C lt P9 pro gt Insert Delete This statement list can be displayed in different sort orders using the tabs at the top of the window Once you ve located the desired statement you can double click to open it or click on the Change button Inside the statement you are given the option to make several changes including publication piece weight ad percentages piece counts containers etc When you ve finished making edits you ll find icons above the window for OK saves and closes the statement or Printer saves closes and prints the statement and then you are returned to this browse Drop Ship A complete list of the Consolidated Drop Ship postage statements you have generated NOTE The Consolidated postage statement is made up of all of the individual entry points of one mailing You can choose to prin
172. ng a non identical mailing other than Average Unit of Measure Pounds or Ounces preset in your Program Setup Can be overridden here Bill to Client Postage Accounting users only If the Client you wish to bill is not the same as the mailed for Client i e an advertising agency or corporate headquarters select the Client for billing here Entry Point Use this button to select your drop ship facility for this particular statement Assign the statement to a destination by choosing one off the appropriate tab 88 Postage Statements Drop Ship Facilities BMC scr Origin DDU Lookup User Destinations To search enter all or part of the zip code and press TAB l Letters amp Flats All Classes 011529751 BMC SPFLD 05500 SPRINGFIELD 070973998 NEW JERSEY 00102 JERSEY CITY 142069651 ASF BUFFALO NY 140 BUFFALO 15095 BMC PITTSBURGH 15195 WARRENDALE 181163751 BMC PHILA 19205 PHILADELPHIA 207999998 BMC WASHINGTON DC 20499 CAPITOL HEIGHTS 274950001 BMC GREENSBORO 27075 GREENSBORO 303690001 BMC ATLANTA GA 31195 ATLANTA 320990002 BMC JAXVILLE FL 32099 JACKSONVILLE 381369997 BMC MEMPHIS TN 38999 MEMPHIS 4523599958 BMC CINCINN 45900 CINCINNATI 481012775 BMC DETROIT 48399 ALLEN PARK 503950001 BMC DES MOINES IA 50999 DES MOINES 551212288 BMC MPLS STP MN 55202 SAINT PAUL 571049300 SIOUX FALLS
173. nge results in a modification to the current web site E mail Address and all correspondence relating to Start the Clock The web site itself will be called Entry Information and can now be accessed at the URL https entrynotice usps com Customers attempting to access the previous URL https startheclock usps com will automatically redirected to the new site https entrynotice usps com The old URL will be supported for eight weeks via automatic redirect If you have bookmarked the El web site for easy navigation you should create a new Entry Information bookmark and delete the previous El bookmark Please note that the subject line of the Entry Scan Notification E mails has also changed to Entry Scan Confirmation Please make a note of the changes below Entry Information as of May 28 2002 E mail Address entryinf email usps gov Web site Address _https entrynotice usps com Notification Subject Entry Scan Confirmation line These changes have been incorporated into the web site effective May 28 2002 If you have any questions or need additional information please call the USPS Entry Information Helpdesk at 877 640 0724 QUICK START 5 EASY STEPS TO CREATING ENTRY INFORMATION El DATA Enter your subscriber information into Program Setups Fill in the drop date of your mailing inside each postage statement Print your 3152 A or 8125 form Upload your EMD data file to the USPS Download your EMD data from the USPS
174. nsmission Date NS Total Planet Code Pieces 0 Transmi Flag Insert Change Delete ok ce e Fill in the estimated Drop Date and Time time of arrival of the mail at the entry facility and press the INSERT BUTTON at the right to add your first Planet Code Adding a Planet Code xj Planet lece 12345678901 Plariet Cure 1223 OF Zancel_ Help Enter the first 11 digit planet code this mailing Next enter the total number of Planet Code pieces using that Planet Code These can be either real mail pieces that have Planet Codes and or smart seed pieces which are specially addressed envelopes with out postage that are discarded when they are scanned at the delivery post office Press OK when done and you will see these pieces listed A single mailing may contain pieces with different Planet Codes If this is the case for your mailing press the INSERT button again and enter the information for the second Planet Code When done press the OK button at the bottom of the Adding a CONFIRM Record Screen and finish your postage statement You can go back and change this information until the data is uploaded to the USPS 199 Post Master User Guide DROP SHIP MAILINGS When creating drop shipped mailings you would access the ASN button from the Destination Browse of the Drop Ship 3602 V screen under the Statements menu Highlight an entry point and press the EDIT 8125 button
175. nt piece count for the number of pieces actually metered or stamped at each rate The total number of pieces applied MUST match the total number of pieces being mailed If you are mailing 1 000 pieces at 28 5 cents and 250 pieces at 24 9 cents you will have two lines listing these pieces If 1 100 were applied at 20 cents and 150 were applied at 10 cents you can enter 1 100 applied pieces at 20 cents for the first line mailed at 28 5 cents and 150 pieces applied at 10 cents for the second line which is mailed at 24 9 cents When the OK button is pressed the total applied postage will appear on the APPLIED Postage Screen and you can finish the form normally Postage for any single piece rate STD A pieces is entered at the bottom of the screen Limitations You cannot apply postage to any more or fewer pieces than you mailed and you cannot apply postage at any more than one rate for rate mailed If you have this situation occur you can use Additional Postage to document such irregularities CONTAINERS Tab 94 Postage Statements Adding Mailing Statement 574 Class Std Regular Rate lt Postage Statement Calculations Containers user Info 8125 into Accounting Carrier Trailer Stop m Freight 0 00 Freight PO Sacks 1 Sacks 2 Sacks 3 1ft MM Trays 2ft MM Trays 2ft EMM Trays Ttl Trays Pallets Other id NECI Totals Pieces 455 361 Poun
176. ntainer records manually From Statements The program will create dummy container automatically 179 Post Master User Guide when you create statements This method is used if you are using the program to calculate gross weight of shipments but do not plan to weigh the pallets or other containers From Scale This option will allow you to create these records manually for the primary purpose of verifying the mailings by weight If you are not connected to a floor scale compatible with Post Master you can check off the Disable Scale checkbox Print Weight Sheet This is a special verification report that you can give to your Post Office If you have a detached mail unit you can print this report at a printer in the detached mail unit to inform them the mail is ready for acceptance Use the Select Weight Sheet Printer to select a printer for this report Print Work Sheet The work sheet offers information on the job more useful to the mailer than the USPS Check the checkbox if you want to print the report and press the Select Work Sheet Printer button to select the printer Both Weight Sheet and Work Sheet reports listed above automatically print when you have saved a pallet or container record Tares and Allowances Tab Weight Sheet Setup General Printers Tares and Allowances Scale Setup Tare Weight Allowance 0320 00000 02500 0 0000 02500 0 0000 1000 0 0000 0 0000 00000
177. nting Pieces Rate Postage Expand Filled Ehrat Automation Rates Letters 3 3 oz i d Ret ene 3 Expand All M 5 Digit Letter 121 648 04900 234131200 M3 Digit Letter 35 84 0 2030 7 203 2520 Contract H Letter 1 548 02120 3281780 AADC Letter 222 0 2190 48 6180 Eh fee D BMC _ d 15 Digit Letter 041580 13 Digit Letter 0 1820 3 LT Taine j nanan Address Matching Date Auto Address Matching Date ECR ECR Sequencing Date Totals Additional Posta Pieces 158 902 gm gt Pounds 7 230 0410 Reason Postage Postage 30 693 1700 Controlling the Rate Display Three buttons to the right control the tree behavior Expand Filled Sections with piece counts present are expanded to show all rates This is the normal setting for Standard A Statements Expand All All sections are expanded to show all available rates This is the normal setting for First Class Statements Contract All The tree is collapsed to show only the available PARTS ENTERING PIECE COUNTS Expand sections that you may need to display the rates being mailed Point to the desired entry discount and left click the mouse Point to the and left click again to show rates OR press the EXPAND ALL button on the right of the screen Select Rate and Enter Piece Counts i A Automation Rates
178. o Add to Comments Post Master STATEMENTS have six user defined fields which you can name yourself Data entered in these fields can be included in reports created with a third party Report Writer or the optional report writer that is available for Post I ge e de 62 Defaults and Program Settings Master STATEMENTS In the User Default screen you can name the fields and create a Hot Key by placing an ampersand amp in front of the letter you wish to make hot Please avoid using the letters O H and C since they are already assigned to the OK Help and Cancel buttons You do not have to assign hot keys nor use the first letter of a title User Prompts Short Text 12 Text 20 Long Text 40 Decimals Sma Numbers Numbers Large Numbers Short Text 12 f rue 0 4 TS 2 Use 4 use o4 TS 4 use o4 TS 5 use o4 se use o4 Lf use 0 4 6 OOO ue o4 T use o4 910 us o4 Check the Maintain Extended User Information to access the controls Customize statement entry with User Prompts Export Export r 1 3 2 Change MailOvyner Export Enable MailOwner Statement Export CWVBTPMARSDAT A YWailOwner M Do Not Export Statements where PieceType OSF Enable MailOwner Statement Export check this box in order to Export your statement data to your clients M
179. o proceed with the installation 3 Read the Software License Agreement and click I accept the terms in the license agreement to accept the terms of the agreement and enable the Next button 4 Click Next A dialog will appear on which you specify a license key The license key is provided by Window Book Inc Contact Window Book if you do not have a valid license key License pea 5 Type or paste the license key into the License field 6 Click on the Setup Type desired Complete or Custom the default is Complete C Complete f Al program features wil be installed Requires the most disk space Custom Choose which program features you pant installed and where they wil be rataled Recommended For advanced users Note Complete Setup is recommended The Complete server installation installs the following components to drive C e Pervasive SQL V8 engine including ODBC interface All client requesters MS DOS Win32 and Linux Requesters Utilities Transactional and Relational interfaces Client installation images Post Master User Guide e Online documentation 7 Click Next A dialog appears that informs you the installation program is ready to begin installing files Here you may click Back to change or review any of the installation settings or Cancel to exit the installation 8 Click Install to continue with the installation 9 Close any running applications that may interfer
180. of tasks to ensure that the relational engine is working properly Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the relational engine is communicating properly and the relational databases are functional 5 Run the Relational Test PSA displays a check mark for each test that passes and an X for each task that fails during the relational engine test A summary report is also provided in the information window as shown in the following figure Relational Engine Test Results from PSA 19 Post Master User Guide elational scoees test completed elational access to Pervasive SOL is luncticnal Tobie Update Dato Insert Data v Clean Up 6 After the relational engine tests complete click Finish to exit the PSA test Restarting Your Computer After Installation You should restart your Windows machine at the end of the installation process if any of the following are true The installation program prompts you to reboot This may be due to installed files that could not be copied because they were locked in memory You are using Windows 98 or Windows ME 20 Program and Workstation Installation Installing Post Master Prior to starting any installation or update MAKE SURE all users have shut down any Window Book programs and restrict access until the installation is complete 53 Window Book Inc Installation
181. olit C Package Lot Job Lot Print Summary Totals Add Pallets to Container Totals Consolidate Permit Activity Print Partial Consolidated Statements Commingled Summary Format The normal V summary is the short summary which breaks out the rates by rate category combining mail for all destinations The long summary separates and subtotals by destination The Job Lot summary sorts and subtotals the mailing by job and lot if mixed jobs and lots are being mailed on a single PV this can only be done by tagging regular 3602 s Print in PV Mail Detail The beginning of each 3602 section of a 3602 V form contains enough space for only 2 out of the 3 possible entry fields a mailer may wish to print You can choose the combination of fields to be printed Package amp Control Number Used if Marriage Mailings are being made Package Lot Used if Marriage Mailings are being made or are mixing lots Job Lot Used if you are mixing Jobs and Lots on 3602 V s Print Summary Totals The totals on the summary page are from the unrounded postage totals on the summary section and do not match the totals on page one of the PV which is the only official postage total Some Post Offices wish to see this total but we DO NOT RECOMMEND checking this box and providing it to your Post Office It is an indication that they are incorrectly entering the postage totals in the USPS Postage System If you are using the Permit Balance Tracking progr
182. omer can have their own Confirm ASN FTP upload and FTP download information so you can easily support both 212 USPS Programs Made Easy TrackMyMail com customers and those who do not use TrackMyMail com If you need to deal with this situation before the June 30th release of the Confirm ASN module please contact Window Book tech support for instructions 213 Post Master User Guide TrackMyMail com User Information TrackMyMail com is a service that will download your CONFIRM PLANET code data and provide analytic reports via the Internet TrackMyMail com users share TrackMyMail com s subscriber ID and do not have to go though the normal application and approval process required of CONFIRM users that are directly accessing USPS web or FTP sites TrackMyMail com does this for you A big advantage of using TrackMyMail com is that you will not have to pay the USPS CONFIRM licensing fees which will begin August 1 2002 You only pay a per job and per scan charge that is fully inclusive Unlike other TrackMyMail com clients that don t use the Window Book CONFIRM Entry Information module you do not have to fill out spreadsheets in advance of the mailing providing information on each drop The CONFIRM files are sent to TrackMyMail com who extracts the information they need from them before uploading them to the USPS You will need to go to their web site to obtain your PLANET codes for each job For more information on TrackMyMail com visit
183. on Statement Printing Adjustments PDF Printing 3600 3602 Print Positioning Create PDF version of Statement when printing X Adjustment 0 T Y Adjustment E 3541 Print Positioning X Adjustment 0 Y Adjustment 0 4 3605 Print Positioning X Adjustment o4 Y Adjustment 0 v values are in 1000ths of an inch coc om Default Statement Copies how many Statement copies you normally print Print Employee Name If an employee code is entered the employee s name is printed in the Statement in the signature block 57 Post Master User Guide Print Employee Initials If checked the employee initials will print on the bottom of the Statement Print Client Code On Statement if this box is checked the code used for each Client will print on the statement The printed code will appear in the Client Information box at the top of the statement upper right hand corner in a small font Printing Adjustments Use these settings to customize your printing of statements as needed Create PDF version of Statement when Printing During statement printing a copy of the statement will be printed to a PDF and stored in user defined directories for easy transfer and data exchange with other parties Periodicals Include Pieces When Copying Periodicals Scale Accuracy 0 000000 Scale Accuracy Type Pounds C Ounces Maximum Weight 0 000000 Maximum Weight Type Po
184. on or for your whole network If you elect to save or use a profile on a network drive your ODBC data source must have the same name on each workstation ODBC Connect can support the use of a number of external files but only the use of Job table is really required when working with the ODBC connect feature 189 Post Master User Guide amp ODBC Connect Setup Statements Get Data Source amp Map Fields SOL Options Data Source Name PromailT est Table Name WBK Entity Job table Enable Bet Data Source amp Map Fields SQL Options Data Source Name PromailT est Table Name WBK JOBS Mailing amp gent table Enable saii iac t Permit table Enable 3s ql de Client provides client data for printing on statements Job can be used to get job or order information from another system A client code in a job file can be linked to the client file to automate retrieval of client information Job and Client tables are the most useful particularly when linked Mailing Agent you can link this to a table of company division or locations Permit allows the use of external permit data Drop a list of drops or entry points that have been predefined for a particular job must be linked to job Packages a list of physical pieces being produced for a specific job including piece weight must be linked to a job MAPPING A TABLE 190 Utilities and Special
185. onfirm ASN EI These fields and button will only appear if you have purchased the optional module for Confirm ASN or Entry Information or both More information on their use can be found in the section titled USPS Program Made Easy 8125 INFO Tab 96 Postage Statements Adding Mailing Statement 574 Class Std Regular Rate lt Postage Statement Calculations Containers user Info 8125 Info Accounting BMC PHILA PA 19205 8125 C Create New or Consolidated 8125 Create New 8125 C Add to Existing 8125 Billable Freight 0 00 Totals Pieces 455 361 Pounds 22 585 9056 Postage 81 076 3400 Create New or Consolidated 8125 Check this box if you have more than one statement being created for the same Destination on the same day and under the same Permit number the mail on all of the statements will automatically be consolidated into a single 8125 form Create New 8125 This is the default setting A new 8125 form will be created using only the information contained within this postage statement Add to Existing 8125 Check this box if you would like to add this mail to an already existing 8125 A lookup button will appear for you to select the appropriate 8125 Billable Freight You have the option to add Billable Freight to the postage statement that will be used when various Drop Ship reports are run ACCOUNTING Tab 97 Post Master User Guide Adding Mailing Statement 574 Class Std Re
186. oning the box as far into the upper left hand corner of the program window as possible You can click on WINDOW TILE to accomplish this If you still cannot see these buttons check you screen resolution settings Post Master optimum screen resolution is 800x600 If you cannot support 800x600 the HotKey for OK is CONTROL O Hitting the CONTROL key and the key at the same time will save your settings You MUST hit ok or CONTROL O in order to save these settings Use Quick Date Entry If this box is checked you can type in an abbreviated date 05 12 would bring in May 12 2005 or current year Auto Number Client Records if checked the unique client codes will be assigned automatically If not the user must assign a unique client code for each client entered Lookup Clients by Code normally DAT MAIL will allow you to look up clients by the first few letters of the client s name when creating Statements If you 51 Post Master User Guide prefer to use the client s code instead check this checkbox Limit Piece Counts to Master Statement Quantities if the user is working from a Master Statement he she will be prevented from entering a mailing quantity for any rate greater than the balance in the Master Statement If this option is not checked the user will be warned but will be able to over mail the rate Create Postage for 3606 Receipt if this box is checked the default setting for the Create Postage Ent
187. or Delete line items for both payments and debits Select another Permit to view balance simply by clicking on the Permit button in the upper left corner Payment Register Sample Report 2 12 2004 Permit Balance Report for 2 01 2004 to 2 12 2004 Page 1 Window Book Reference Job Lot PO of Mailing Permit Client Description Payment Window Book Starting Balance 0 00 222 1234 New Haven CT 06511 1 CL1 250 00 1111 1234 New Haven CT 06511 1 CL1 Payment 1 000 00 123 test Old Saybrook CT 06475 2 Client Payment 999 00 56 99999 Hartford 06475 3 Client3 Payment 3 002 00 Company Total 5 251 00 Report Total 5 251 00 Summary Balance Report Choose a start date and end date range for this report 170 Reporting and Accounting 2 12 2004 Permit Activity Summary for 2 01 2004 to 2 12 20 Page 1 Window Book Permit PO of Mailing Beginning Balance Postage Payment Balance 1 New Haven CT 06511 2 500 00 190 84 1 250 00 3 559 16 2 Old Saybrook CT 06475 2 750 00 88 54 999 00 3 660 46 3 Hartford CT 06475 500 00 113 50 3 002 00 3 388 50 Activity Report Single Permit Select a Permit a start date and end date range for this report 2 12 2004 Permit Activity Report Window Book PERMIT 1 New Haven 06511 for 2 01 2004 to 2 12 2004 Date Stmnt Job Lot Client Description 20 2004 2 1234 CL1 3602 R Postage 20 2004 0 1234 CL1 222 22 2004 1234 CL1 1111 2 12 2004 1 1234 CL1 3602 R Postage Report Activity for Period 1
188. or the USPS and your shop floor At a statement list you can highlight a statement you are about to mail and press the Scale Icon on the toolbar You will then see this screen 184 Utilities and Special Tools Weight Sheet Maintenance Ed Statement Information Containers Control 130 1 Sacks 1 815 2ftMM Trays card Job 9658 2 Sacks 2 ft EMM Trays Lot 3 Sacks Flat Trays Entry 1 ft MM Trays Other Pieces 124 173 2 ft MM Trays Pallets 89 Piece Weight 0 4500 Ibs Pallet Box Total Weight 55 87 7 8500 Ss Code Weight Tare Allowance Pieces PSHSADAMOT7C 200001 364 2670 20 0170 765 765 PSHSAQA amp MO 77D 00002 313 7540 653 653 PSHSAQAMO 77E 200003 283 0410 585 585 PSHSAQ4MO 7F 200004 1 794 0560 3 929 3 929 PSHSADAMDO780 00005 1 577 2800 3670 3 670 3 Totals 57 785 2450 1 307 3350 124 173 Confirm Mailing fer Containers Insert Change Delete Piece Difference 0 Variance 0 00 Cancel Help If the variance is less than 1 the Confirm Mailing button will appear To close the mailing just press the Confirm Mailing button which will print your reports and then press the OK button A lot of processing takes place after the OK button is pressed and there could be a small delay before you return to the statement list When you see the list again a scale icon will appear to the left of the statement Note If you are creating consolidated statement
189. oreigniAddltionel Postage Miscellaneous Mail Date 6 02 2004 Form 5 02 Issues Per Month Publication No Processing Category i One Issue or Edition st class ACF v All Weight in Pounds Job gt Average Weight 0 000000 a Lot E Edition Code Advertising Percent 0 000 Client sg m Minimum Sampling 0 Permit Freq of Issue PO of Mailing Duncansville PA 99999 PO Finance aaa Address Matching Date Auto EN Select Entry Point Address Matching Date ECR ECR Sequencing Date ess Mailer Window Book Inc Ride Along Pieces CAPS ID 900 Ride Alone Piece Weight 0 0000 Rate Calculations In County Foreign Additional LB Copies 0 0 F Pes 0 LB Postge 0 0000 0 0000 F Pst 0 0000 Pc Copies 0 0 Pes Pc Postge 0 0000 0 0000 amp Pst 0 0000 Totals C Alllssues in a Month Pieces Postage 0 0000 Mail Date Enter mailing date This will be used to choose the rate table in effect on the mailing date If it is a future mailing or estimated calculation enter ZERO for the date The default date in the SYSTEM SETUP screen will be used to retrieve the current rate table If the Mail Date is ZERO the Statement will not show up on reports The date can be changed to the actual mailing date when the Statement is mailed 115 Post Master User Guide Publication Number Optional Each publication can be referred to by number and
190. orkstations 2 Install Pervasive SQL using the CD on each workstation Note that Administrative Rights are required to complete the installation Post Master User Guide 3 After you have installed the program on a workstation reboot the workstation to enable the database engine 4 Configure Pervasive SQL as a Permanent Gateway on the Server see instructions below 5 Install the WorkGroup Engine as a Service see instructions below NETWORK SETUP 2 5 USERS NETWORK SERVER WITH 2 5 WORKSTATIONS Install Pervasive SQL here reboot not required Install Pervasive SQL here then reboot Install Pervasive SQL Install Pervasive SQL here then reboot here then reboot How to set up Pervasive SQL as a Permanent Gateway Procedure for setting up a Permanent Gateway on 2 5 User Networks With Datmail Postmaster 5 01 or higher or PPP 4 02 or higher installed and running on the Server 1 Run the program from the Server 2 With the program running for DAT MAIL you will need to launch the STATEMENTS side of the Installation program by clicking on the 3602 icon in order to create the LOC file Right click on the following file in the program s data directory PVSW LOC 3 Click Properties make the file READ ONLY 4 Close the file This makes the Server the Permanent Gateway to find out what your data directory is click on Help About More About Environment
191. orption nter the following information for ling din thes oonzolddation more than ti mur Space ie ded zrtach pnntout containing the same information in the same format Enter preson and entry dizcount codes from reverse FAM Gequerce Package Conbas De iraton Tote Plecer Container Piece wow Portage 2 Petrence Pieces Piece LE Baw LE Pot lage ODE blot 1006 BMC DEC tO INE 219 0 180 m nm 2400 509 None 204 3 120 02290 30 1140 30 1140 None 505 Basic Flat 74 0 2780 0 0720 6 0720 Dec me 5 Flin 1954 0 2200 479 8800 429 8800 3 None 904 Basic 32 0 3220 10 3040 10 3040 d 008 Basic 58 0 3090 17 5740 17 6740 u Comert 1 e Comment Cowart MAILING SUMMAR Y j Part betty on tor lage d None 204 3 5 0 2390 126 23 2974 0 1140 old Bo Sel Finca rae mn iy Fa Ki eme Toral Pieces 1 194 Total Weight 405 6706 Poe thar erc Peper lot portage In Ae 120 Total Portage 494 54 USPS Additional Postage Payment State reason Add mount to line above 8125 151 Post Master User Guide Rates Lookup Statement Date Default Mailing Agent a Mail Under Optional Procedure m lude Meter Cy Lot Required Add Sequence Number To CAPS ID Do Not Populate Default Mailer and Permit Do Not Include Piece Weight on Package Lookup Allow entry o
192. oth cases the Advertising Pounds will automatically be calculated from the advertising percentage along with the Non Advertising charge Restriction This program allows you to enter the number of pieces that exceed the 10 non subscriber non requestor limit but performs NO CALCULATIONS on any of those pieces If you are preparing a Non Profit 3541 N Statement those pieces must be entered on a separate 3541 R Statement at regular rates If you are preparing 3541 R those pieces can not be mailed at Periodicals rates at all You must mail them some other way If you decide to mail those pieces via Standard A Bulk Mail you can create a 3602 R Postage Statement Entering Piece Counts on Pound Postage Screen Data can be entered in up to three different columns depending on whether the form is Profit or Non Profit Point to the column and double click to enter the piece counts or single click and press the Pieces button on the left of the screen Subscribers Enter the number of pieces mailed to subscribers 120 Postage Statements Within 10 Limit all Non subscribers when non profit Statements are created enter the number of pieces being sent to non subscribers within the 10 limit if for profit Non subscribers Over 10 Limit For Profit 3541 R s only The number of non subscribers over the 10 limit a surcharge may apply Override Copy Checking This check box is available for special situations For instance if you
193. our statement see Mail Piece Unit View or Component View or Change Weights and Ad Percents for more details Change All A quick way to change Mailing Date Job Number Form Type Client Permit Number Mailer etc Verify Clicking this button will display a blue checkmark to the left of your Consolidated postage statement Every entry point associated with this Consolidated postage statement will be marked as verified to indicate that your DMU Detached Mail Unit has in fact verified this mailing and no changes can be made now This button is not available if the Weight Verification module is enabled since each destination must be individually verified If you mistakenly verify your Consolidated statement you can unverify it by clicking on the Destinations tab and editing each of the entries Double click to open an entry point or click on the Edit Destination button Click on the Containers tab and then locate the Verified Date field and delete the date value Hit the Tab key and you will see the OK button above the window to Save your change close your form and return to the browse 132 Postage Statements Master Transfer This option allows you to generate a Master statement in order to create partial mailings of each of your entry points You will be able to choose the number of pieces you want to actually mail at each postage rate level over any given number of days and see the balance remaining until
194. peration of the Product as described in applicable end user documentation If the Product fails during the Warranty Period for any reason other than misuse and if you have utilized the support services specified in Section 8 without resolving the failure please return the defective Software Product together with a dated proof of purchase to Window Book at the address specified in Section 19 below for a free replacement of the Software Product or at your request a full refund of the purchase price Only the initial licensee shall enjoy the benefit of this warranty 8 Product Support During the Warranty Period Window Book shall provide to you at no charge up to five 5 hours of product and technical support to assist you in installing configuring and operating the Software Application Support Such Support will be available to you via e mail and phone Monday through Friday excluding holidays from 9 00 am to 5 00 pm EST Window Book reserves the right to deny Support to users who fail or refuse to reasonably consult Product documentation You may obtain additional technical and product support under a separate support contract with mutually agreeable terms 9 Limitations on Warranty SECTIONS 7 AND 8 ABOVE PROVIDE THE EXCLUSIVE REMEDY FOR DEFECTIVE PRODUCT EXCEPT AS EXPRESSLY PROVIDED IN SECTION 7 WINDOW BOOK MAKES NO WARRANTY EXPRESS OR IMPLIED REGARDING THE SOFTWARE PRODUCT AND EXPRESSLY DISCLAIMS ANY IMPLIED OR OTHER WARR
195. ployee Name Print Employee Initials Lookup Clients by Client Code Limit Piece Counts to Master Statement Quantities Create Postage for 3606 Receipt Defaut Invoice Estimated Postage Settlement Print Client Code on Statement Clear Check Request after Report Maintain Extended User Information Bill of Lading Do Not Verify User 1 Mailing Agent a Protect Job And Client File Default Copies E Enable Non Identical Mailing verification Allow entry of Meter Date External Data ESIC Settings Prepaid 4 Press the Settings button Select the data source you set up for Pro Mail 5 and enter the user name and password that is required to access this database 5 Next click on the Export Tab General Info Statement Defauts Periodicals Drop Ship 8125 Export user Detauts Confirm ASN Export Jobshop Export Status Export Folder o Disabled Pro Mall4 CSV r ENABLED 5 XML MailOwner Export Enable MailOwner Statement Export Use USERS for Mail Owner s Job Number Export Folder c e Export Only Verified Statements 6 Highlight the Pro Mail 5 XML option and press the Change option 174 Utilities and Special Tools Job Shop Export Settings Pro Mail 5 XML Export Folder C Temp promail XML Test f OK IX Cancel
196. ppear for each statement You must edit the PLANET code data for each statement separately but all you have to do is highlight the ASN Information record and click on the Planet Code Tab Confirm ASN 7 El Listing Destinations Planet Codes Destination BMC DES MOINES 50999 Planet Code Pieces 42002806303 7 392 Planet Code Pieces 7 392 change View Planet Codes Close GENERATING THE ASN FILE At the end of each day you must create a file that describes all of your mailings and is uploaded to TrackMyMail or the USPS Go to the Statement Menu and select Prepare ASN files You will get a list unsent jobs that have ASN or El data associated with it 221 Post Master User Guide Confirm ASN El Listing Transmission Date Job Lot PV No Barcode 8125 No Dest No Transmission Date to u ae Show Planet Codes BMC PHILADELPHIA PA 1920 6 08 2003 BMC WASHINGTON BULK M 6 08 2003 BMC GREENSBORO NC 2707 6 08 2003 BMC ATLANTA GA 31195 6 08 2003 BMC JACKSONVILLE BMC FL 6 08 2003 BMC MEMPHIS TN 38999 Transfer Do Not Transmit Transmit via FTP Generate for Transfer Mark Unmark Record Range Delete Mark as Sent The 8125 forms that have been assigned a Drop Date and have been printed will automatically by tagged for you You can unmark by clicking on the Do Not Transmit button When you are all done press
197. ppropriate button under the Statement list Press the PROCESS button at the bottom of the screen Choose the First Class Standard Mail option on the Statement Menu to view and print the new Statement Entry Discount Combined Statements of Mailing You must receive permission from your local post office to use this unofficial form You create the form by taking individual postage statements from your 1st Class Standard Mail list regardless of payment method and combine them into one Combined Statement of Mailing You can combine all of your STD A or all of your 1 Class postage statements for any given day You are also given the option to print a break out report which details the individual postage entries 136 Postage Statements 4 Combined Statements of Mailing m Statements Selected Statement Information ststement Listing C 4st Class Date 31 2004 Payment Permit Client Pieces 141 930 Postage 21 715 4570 To combine different Jobs Clients and Permits on a single statement only select a Mailing Date on this screen above The more fields you populate the less statements you will have to choose from on the Statement Listing screen shown below 4 Combined Statements of Mailing M Statements Selected Statement Information Statement Listing Duncansville 9994 Duncansville PA 9994 NP Duncansville PA 999 Test Duncansville PA 9995 Test Duncansville 9993 Tes
198. r Client has two different publications poly bagged together and your USPS bulk mail acceptance unit asks that you provide them with two statements one for the pieces and one for the copies Insert your first statement which has the piece counts and the copy counts with the weight of one of the pubs Insert the second statement with only copy counts and 0 piece counts Check this Override Copy Checking box to allow this on the 2nd statement The weight would be the 2nd and subsequent pubs The pub with the highest ad is the one that is to be used on the first statement with the piece counts In County Calculations Tab 4 Adding Statement 501 Periodicals Regular Postage Statement out of County In County Foreign Adeitional Postage Miscellaneous In County Calculations Copies Qual Pcs Rate Postage Basic Nonautomation Basic Auto Flats 3 Digit Presort 3 Digit Nonautomation 3 Digit Auto Flats 5 Digit Presort i Pieces 5 Digit Nonautomation 5 Digit Auto Flats Carrier Route LC CRRT Basic C CRRT High Density CRRT Saturation Discounts and Other r DDU Ride Along Pound Ratel Piece Rate Rate Calculations In County Foreign Additional LB Copies 15877 0 F Pcs 0 LB Postge 2 603 4050 0 0000 F Pst 0 0000 Pc Copies 15 677 0 A Pcs 0 Postge 32157721 0 0000 A Pst 0 0000 Totals Pieces 15 677 Postage 7 763 1300
199. r major problem with laser printed barcodes is the use of 211 Post Master User Guide recycled toner We have many approved CONFIRM and Entry Information participants using Post Master to generate their barcodes If you run into problems with acceptance a clean or different printer may make the difference TrackMyMail com User Information TrackMyMail com is a service that will download your Confirm ASN PLANET code data and provide analytic reports via the Internet TrackMyMail com users share TrackMyMail com s subscriber ID and do not have to go though the normal application and approval process required of Confirm ASN users that are directly accessing USPS web or FTP sites TrackMyMail com does this for you A big advantage of using TrackMyMail com is that you will not have to pay the USPS Confirm ASN licensing fees which will begin August 1 2002 You only pay a per job and per scan charge that is fully inclusive Unlike other TrackMyMail com clients that don t use the Window Book Confirm ASN Entry Information module you do not have to fill out spreadsheets in advance of the mailing providing information on each drop The Confirm ASN files are sent to TrackMyMail com who extracts the information they need from them before uploading them to the USPS You will need to go to their web site to obtain your PLANET codes for each job For more information on TrackMyMail com visit you guessed it http www trackmymail com When you sign up be
200. re also participating in the Entry Information program those files would still go directly to the US Postal Service and you would configure the Entry Information FTP data accordingly You get to this setup screen by clicking on the 3602 icon from the main Post Master program click on File then Program Setup 215 Post Master User Guide System Setup General into Statement Detautis Periodicals prop Seip 8125 Export User Detauts Confirm ASH fv Participate in Confirm ASN Participste in Entry Into Subscriber ID DUNS 123456789 Use Shared Subscriber ID Are you a trsnsportation logistics company P Upload trackmyma com Ste Login User ID Password Directory Download Sie Login User ID Password Directory If you are a mailing agent and have some customers who use TrackMyMail com and some that have their own subscriber ID s at the present time there is not easy way to support both types of customers The Upload information on this screen will need changed each time you switch between TrackMyMail com and the USPS We will be offering pull down menu soon that will accommodate the switch You would set the CONFIRM FTP address information to TrackMyMail com s FTP address You would leave the FTP download site information blank since you will not be downloading notification files directly from the USPS or TrackMyMail com This information is present in TrackMyMail com s reports 216 USPS
201. rms as well From this table the user can add edit copy print or delete various types of consolidated statements using buttons on the toolbar and in some cases buttons at the bottom of the table Each new Statement is added to the table and from this data a number of useful reports can be generated from Postage Reports NOTE The Consolidated postage statement is made up of all of the individual entry points of one mailing You can choose to print the Consolidated form from this menu OR print the individual statements associated with this form from the 1 Class Standard Mail Periodicals or 3605 Parcel Services and Priority menu list depending on which class of mail you are processing Drop Ship 3602 V Listing 3502 V Statements Destinations Controli Fom Dae Job Permit PO of Mailing Change Date 3605 BFRY 5 16 2004 4470 5 Duncansville i 3605 DFRY 5 16 2004 4470 Test 5 Duncansville Piece Weight 3602 RV 5 17 2004 5000 HOUSE 1 Duncansville 3541 RV 5 19 2004 0000025873 ABCD 8 Duncansville Change 411 3602 RV 5 25 2004 Name NEW 9 Duncansville 3502 RV 5 26 2004 00000090 NEW 9 Duncansville Verify 1 1 1 1 1 6 E 3602 5 26 2004 Karen HOUSE 3602 5 25 2004 Karen HOUSE 3602 RV 5 25 2004 Karen HOUSE Duncansville Duncansville Master Transfer Duncansville M Duncansville Destination xfer Duncansville 16 3602 NV
202. rs have exited the program prior to installing an update NETWORK INSTALLATION OPTION 1 Both Program and Data files reside on the network From the primary workstation or a server If you choose to load the software at the server follow these instructions FIRST Map your network drive to a logical drive letter FA in place of a server name server2 Be sure to map the server drive to the same drive letter the Users will see Users to this drive should be granted Read Write Create permissions Follow prompts carefully paying special attention to the Program and Data path settings After installation is complete start your program as usual on the computer from which you did the installation You must then run the Network Utility from each Workstation that will be accessing Post Master see details below When you insert your CD and come to the product selection menu the last option is the Network Utility Bring the CD around from workstation to workstation and select this option each time If your workstations do not have access to a CD ROM drive copy Wkstnsetup_500 EXE from the CD Installation to a folder on the network or a diskette and run from there You must first identify the network drive where your Post Master data is located Next you will be able to set the paths to indicate where the programs and data are located if needed For Post Master users you can also indicate if the workstation is used by a postal clerk for verif
203. ry checkbox in the 3606 program will be checked This will include the 3606 postage in all reports in addition to the service charges Clear Check Request After Report After running your Check Request report the statements that have already been included will be dismissed from the next Check Report that you run This is helpful if you need to run this report more than once per day Do Not Verify User 1 When we create statements we update the last client permit job description back to the job file the permit gets updated as the default permit to the client file This is a great feature for mail owners who don t want their master files altered by creating statements Protect Job and Client File by checking this option in program setup the program will not update your Job File with the client and permit information in your new postage statement Example If you create a postage statement for Job ABC and select Client 123 with Permit 456 we are not going to hard code this into your Job File for Job ABC so Job ABC will not be associated with one particular client and permit number Client 123 will also NOT be associated with just Permit 456 either Entry or editing of this data Enable Non identical Mailing Verification Our program has 2 weight verification systems One by default requires identical piece weight and another that works with Non Identical weights With this non identical option turned on the program will adjust pound po
204. s you must click on the Destination tab and do a verification on each entry point separately Note You can also manually add missing pallet records from this screen by clicking on the Insert button or change the weight or other info in an existing pallet record by clicking on the change button What if the weight is NOT within 196 You will see a screen that looks like this 185 Post Master User Guide 5 Changing Container Information x The containers fall short of the mailing by more than 1 _ Please adjust your mailing and re woigh Barcode 00000024 Job 9658 Actual Weight 300 7540 E _ Pallet Tope 1 Total Pieces 653 ontainer x Piece Weigh 0 4500 Ibs Tape 190000 Total Weight 233 8500 tbe 81 Sacks 8 YRMMTue 0 2REMM Trays 0 2Sacke 0 2RMM Trays O Fla Trays 0 Tare 0 2 MMTs O Other Othe 00000 cardboard Total T are 13 9040 Ibs Single Piece Weight 04500 bs Net Weight 280 8500 Ibs Target Pieces 653 Marium Allowance 0 0000 Ibs Pieces 625 Container Code 00000044 Difference 28 Variance Under Mating 429 Job Totak 373172 Malet 373145 Ba 598 Piece Dillerence 28 Date Weighed Sie sts When the variance is greater than 1 you can not close the mailing You should review the contents of each pallet and the single piece weight and make any adjustments that are necessary If your m
205. s a day In most support cases you will find the answer you are looking for here and be able to resolve the situation quickly with the information provided This may be the only step you need to take If you cannot find the answer to your particular incident go to STEP 2 STEP 2 Ask a Question SUBMIT A QUESTION ONLINE Submit a question to our technical support staff Be sure to scroll to the bottom of the question form and click on the Submit button You will receive both instant on screen verification and an e mail with your incident reference number confirming that your query has been received and routed to achieve the fastest resolution possible Use your incident number in future correspondence to help speed resolution A support representative will help you resolve your incident The Knowledge Base support system also gives you access to the following My Stuff Login to check the status of your questions modify your answer update notifications update your personal profile or access restricted information and features Provide Feedback Submit a suggestion complaint or other feedback about this site or any of our products and services here As more incidents are logged and resolved the database becomes more and more powerful and dynamic in serving your needs Be sure to take full advantage 41 Post Master User Guide of this support system Join A Support Session When your Tech Support person directs you to enter in
206. s full name and initials will print on the postage statement if those options have been chosen in Program Setup at the General Info tab CALCULATIONS Tab 4 Adding Consolidated Statement 26 Regular Rates 4 Postage Statement Calculations user Information Calculations Pieces Rate Add Destination Copy Destination Import Statements Totals Pieces Pounds Postage Enclosed Reply Pieces Expand All Contract All Add Destination Use this button to add a destination entry point to this Consolidated statement Copy Destination After you have some destinations entered into the Consolidated form you can highlight an entry point and click this button make a carbon copy of that statement This is useful if you want to add another statement for the same Job but a different version lot string panel etc Import Statements This is used to import newly created or dropped statements 86 Postage Statements onto a Consolidated statement Click Add Destination to begin your first entry POSTAGE STATEMENT Tab 4 Adding Mailing Statement 574 Class Std Regular Rates Postage Statement caloulations Containers user Info 25 Into Accounting De Normal Weupeeses Job House Client Mail Seq Lot zzz Bill Tota House ciet Receipt Desc House Client Prepared By Date 6 15 2004 He CSR Form 6 02 65028 Salesman Payment Method peer Mailer Window Book Inc
207. ss mailers that are upgrading postage from one rate to another In this situation there could be mail metered or stamped many different rates that must be upgraded to other rates Commingled Non Identical Table If the Commingled Nonidentical Option is chosen the Commingled Non Identical Table shows all of the upgrades that have been entered Press INSERT to add a new upgrade You will get the Commingled Maintenance Form which will let you choose a weight 1 2 or 3oz select a postage rate enter the rate at which the postage was applied and the number of pieces The difference or upgrade postage is immediately calculated and displayed When you are finished entering all of your upgrades press the EXIT button on the Commingled Table and you will immediately get the APPLIED FORM where you must indicate how the postage due is being paid Meter Stamp etc NOTE The Commingled Non identical feature does NOT handle combined mailings where permit and metered mail are mixed together Calculations Tab After all required information has been entered into the first tab of the Statement Screen you should click on the CALCULATIONS tab The top of the screen will show you all available rates in the form of a tree The behavior of this tree is selected in Program Setup 72 Postage Statements 4 Adding Mailing Statement 184 Class Std Regular Rate Postage Statement Calculations containers User Info 8125 Into Accou
208. ssfully transferred it will be moved to the ASNLOG folder which is also automatically created under Post Master Postage Statements data folder If you say no when asked to transmit the file will be created in ASNOUT but not transferred At this point you can select the Send CONFIRM Files option of the Statement Menu and upload your files from this menu If you want to see items that have been previously sent enter the date of transmission in the Transmission Date to Retrieve and you will see these previous entries listed HTTP UPLOAD 203 Post Master User Guide As an alternate to the USPS FTP Site such as if the site is running but you have firewall problems you must have Port 21 open on the firewall to do FTP transfer you can upload the files created via HTTP 1 Mark the ASN file s to be uploaded 2 Press the new button Generate for HTTP Transfer and then minimize the Post Master Statements window The files will be created in the ASNOut folder under Post Master Postage Statements data folder 3 Sign onto the Internet go to www planetcodes com login and go to the upload area 4 Select the files for uploading from the ASNOut folder and upload them 5 After uploading return to Post Master Statements window and press the button Mark as Sent The files that were generated will be marked as sent and the files themselves will be moved from the ASNOut folder to the ASNLog folder NOTE The files i
209. stage on pound rate mailings based on actual mail weights You enter the weight of each pallet in the mailing then our system subtracts the tares and compares the mail weight for the physical pallets with the weight in the statement If it is different the pound postage is adjusted in the STD mailing Do Not Preview Any Reports if checked all reports will print directly to the printer If not checked the user will be prompted to preview the report and if the user displays the report on the screen the report can then be easily printed to the printer External Data Settings External Data 8158 Connect Settings ODBC Connect If you ve purchased the optional ODBC Connect module choose your external database here to bring in data for creating postage 52 Defaults and Program Settings statements Please reference the ODBC Connect Guide for complete details Other External Data options are also available contact your sales representative for more information A ODBC Connect Setup Statements Load Save Settings Workstation LXP Selected Profile An ODBC profile is collection of connection settings for external data Once a workstation has been associated with a profile it will initialize with those settings until associated with another configuration This makes it easier to setup and maintain data settings for multiple computers To disable ODBC settings for a workstation that already has a profile simply creat
210. stallation location select the components to install and determine the space requirements for the components If you choose Custom install read Custom Installation Path in the Getting Started Users Guide on page 8 15 At the end of that section return to this set of steps to continue the installation 9 Click Next Installation 10 Specify the location for the system files The default location is SYS SYSTEM If you want to change the default location click Change specify a location then click OK In the following example dialog the SYS volume is mapped to drive letter P Netware System Folder Click Next to install to thes Folder or cio Change to natal to s dffererk Folder Tretal Pervasive SOL NetWare Server to Change 11 Click Next 12 Specify the location for the non system files called the PVSW install folder The default location is SYS PVSW If you want to change the default location click Change specify a location then click OK In the following example dialog the SYS volume is mapped to drive letter P PYSW Install Change Folder Chd Next to install to thes folder or cick Change to install to a different Folder irtal Pervasive SOC NetWare Server to Change 13 Click Next At this point if you want you may click Back to change or review any of the installation settings or click Cancel to exit the installation program 14 Click Install to continue I
211. t Tag Untag Untag All Pieces 141 930 Postage 21 715 4570 137 Post Master User Guide The statements on this tab will automatically be tagged with a blue checkmark You must untag any statements you do not want to appear on the Combined postage statement Once your selections are made press the Printer above this window Be sure to choose Yes when asked to print the break out report This information is not saved so if you need to reprint the Combined Statement you must redo the above process Generic Consolidated Statements You must receive permission from your local post office to use this unofficial form The general idea behind this form is to consolidate a large number of individual postage statements for the same permit number on a given day For instance you may need to enter 10 First Class postage statements for the same client permit number job but different lots versions because they are of varying piece weights Once the individual statements are created use this Generic Consolidated form to combine these 10 statements into one The printed form resembles the layout of a Drop Ship Consolidated form This is a partial list of available Form choices in the the drop down menu Mixed Classes and Payment Methods 3600 R First Class Mail Permit Imprint 3600 P First Class Mail Postage amp ffixed 3602 R Standard Mail Letters and Flats Permit Imprint 3602 RS Standard Ma
212. t E BB Start Date 10 8 2003 End Date 10582003 4 Shuttle Freight 00000 Administrative Fee DROPS SHIP TRAILER REPORT DROP SHIP TRAILER DETAIL REPORT Report Heading Drop Ship Trailer Report Sorted by Select by Date sorted by Carrier Contains Carrier Trailer Stop Job Lot Client Pieces Pallets 165 Post Master User Guide Trays Sacks Entry Point Net Weight Gross Weight Totals Report Totals Trailer Totals Detail Report also includes PV 8125 and BOL DROP SHIP BREAKOUT REPORT Report Heading Break Out Report for Statement X Sorted by Select by PV sorted by Destination Contains Entry Description Rate Pieces Pounds Adv Pounds Postage Totals Lot Totals Destination Totals Report Totals DROP SHIP PROJECTION REPORT Drop Ship Trailer Rep Report Date Tag Untag Ok Cancel Report Heading Drop Ship Projection Report for x x xxxx Sorted by Select by PV sorted by Destination Contains Destination Job Lot PV Control Pieces Pounds Pallets Trays Sacks Totals Report Totals JOB DROP SHIP SCHEDULE CLIENT DROP SHIP SCHEDULE 166 Reporting and Accounting 10 08 2003 Client Drop Ship Schedule for 10 01 2003 to 10 08 2003 Page 1 Client Test Permit 1 P O of Mailing New Haven CT 06511 Anema Noraromatior Carrer Rore Tots Contahers Job Lot Destination Weight 5 0 3 3 5 Basic 3 D Basic
213. t 405 5705 Prud DUM ECO Eritma doit ms ewe Fa m Da t port pay Prompt 3 a Discourt Peces Piece Rate Postage CALCULATIONS Part A Reg Automation Fist None A04 3 5 Flat 126 0 23 30 1140 1 None 05 Basic Flat 24 0 27 6 6720 1 954 0 22 423 8800 09 3 5 Flat CALCULATIONS Part B Reg Nonsutomsbon Fiat E None B04 Basic Flat 32 0 32 10 3040 DBMC B08 Basic Flat 58 0 30 17 5740 Comment 1 S Comment 2 Comment 3 Paport tbl poco h O0 Total Pieces 2 194 Total Postage 494 54 BOPO ARE Faye t Cte saco 6d OF aw o NN CE Of be Ce Ve Fe avs tT ri LIII ue qb tas v to DEL sd de co ME Deo Be age Oed ded mI aed Se aestate Reb be aed age bpa ane ace Venio ot rf o ou ed OF BE Or E ACHR Complete BIDE oll nent ar pe Due Di competes er PS Fons 3853 aud QC DAADA PR GA d qc TD De GARE Ced oam BADE ER oet Dy ror PEPL EC anomalie Ufo one So rgo ic E caede oc gm one egciored amp te rivo dezcibed abeus Dar de ithe Dror a rm Ch D re a a e ds Lee EE AEG odes appe De pors deccibed above kae Derk ge ed qd oonected wie v eor ca NED 12 ortas onte e sto Mak vr CA DE 82300 NEBANA 00
214. t EMM Trays Ttl Trays Pallets Other Totals Pieces 158 902 Pounds 7 230 0410 Postage 30 693 1700 Total Applied 30 693 1660 Containers Optional At the Containers Tab you may enter the container counts for each type of container in the mailing Carrier Select from or add to the Carriers Listing Trailer Apply a Trailer reference to this statement Stop Apply a Stop reference to this Statement Freight Add a freight cost to this statement which will appear on certain drop ship reports Freight PO Add a reference to the Freight Purchase Order User Information Tab 78 Postage Statements 4 Adding Mailing Statement 184 Class Std Regular Rate fe Postage Statement Calculations Containers User Info 8125 into Accounting User 1 1 Notes User 2 D 1 User 3 User 4 User 5 User 6 Monprofit Auth Number Delivery Date 352004 4 RN Image Manual20 gif In Home Range 3 E 3718 2004 Pieces 156 902 Appointment No id Pounds 7 230 0410 Postage 30 693 1700 Confirm ASN Information on this tab is optional User defaults be set the Program Setups to define some of these fields Customer comments 3 amp 4 print in the Mailing Information Section under the description of mail Notes Enter up to six lines of notes that will print on three lines of the Postage Statement under the post
215. t areas are controlled in the Post Master Statements Program Set Up 8125 Tab System Setup xi General Info Statement Defaults Periodicals Drop Ship 8125 user Defaults Confirm ASN Always Create 8125 Do Not Print Container Count Do Not Print 8125 Ship Add I Fill In 8125 Section 2 1 8125 Do Not Print Gross Weight 2 8125 C Contains Mailing Pieces for Outside Delivery Area Mailer ID Default Origin Appointment Number Mailing Plant 8125 Copies 3 C Post Office USPS Employee uses Employee Name Print 8125 Comments vas Entered USPS Phone jan 111 1111 Add Jobs USPS Employee 2 uses 2 Employee Name Statement Comments USPS Phone 2 222 222 2222 Mailer Contact Bowes Mailer Contact Phone 999 999 9999 Default Carrier 8125 Printer Send with eFax Messenger Plus Carrier Makes Drop Ship Appointments cmon ow 8125 Default Format Post Master supports two different 8125 formats Regular 8125 s 1 and consolidated 8125 s 2 Consolidated 8125 s prints out all the mailings in a list format Default Origin Indicate what the usual origin of your mail is Mailing Plant or Post Office Print 8125 Comments The 8125 contains several comment lines which can be automatically filled out The way this is done is controlled by your selection As Entered All comment information must be added by editing the 8125 Add
216. t the Consolidated form from this menu OR print the individual statements associated with this form from the 1 Class Standard Mail Periodicals or 3605 Parcel Services and Priority menu list depending on which class of mail you have processed 131 Post Master User Guide Drop Ship 3602 V Listing 3602 V Statements Destinations _Controt Fom Date _ Job Clent PO of Mailing 2 20 2004 3 02 2004 3 03 2004 3 03 2004 3 03 2004 3 11 2004 3 12 2004 3 13 2004 3 15 2004 3 11 2004 Duncansville PA Duncansville Duncansville P Duncansville PA Duncansville Duncansville Duncansville Duncansville PA Duncansville Duncansville Change Date Piece Weight Change All Verify Master Transfer Destination Xfer 3 12 2004 Buncansville PA Duncansville PA 3 11 2004 3 12 2004 00008 5 Cambridge MA 024 Insert Delete Control No You can see at this list that we give you a multitude of editing capabilities for last minute changes by clicking on the appropriate button Change Date When you press this button a handy pop up Calendar is displayed so you can choose a new mail date for this statement All of the individual statements attached to this form will have their date changed as well Piece Weight Option to set a new piece weight We recommend changing your piece weight before you generate y
217. ter PrintStream Interface User Guide To access online click here Mail Shop Interface Module Letershop Postage Accounting let you manage postage funds for a variety of situations Lettershops can post advanced postage payments from clients and determine if there are enough funds to cover a mailing before a postage statement is printed The user can be warned or prevented from printing the postage statement if there are not enough funds Estimated postage invoices can be generated when the job information is entered and the mailer warned if postage funds have not been received prior to the scheduled mailing date usually in time to collect these funds to maintain the mailing schedule Users of Post Master and Dat Mail can utilize the permit balance meter and stamp inventory tracking features In addition Post Master and Dat Mail can track all postage disbursements and can even print postage checks in a number of different check formats The Postage Accounting module is a fifth generation product that is extremely easy to use despite its sophistication See separate DAT MAIL Post Master Mail Shop Interface User Guide To access online click here PRO MAIL Interface Module See separate DAT MAIL Post Master PRO MAIL Interface User Guide To access online click here 48 Introduction and Support ODBC Connect Module ODBC Connect allows you to use external data in another application for creating postage statements There are a number of
218. ter Statements Reports gt Check Request Report shared Malling Reports Detail Report by Control Number Permit Listing Detail Report by Job Client Listing Shipping Report i International Rate Chart Shipping Report Carrier j Shipping Report for Job Daily Reports with the option to break by Control Number Job Number Permit Number and Client Number Select one of these sort criteria and a calendar will 157 Post Master User Guide pop up Select the single day for the report You can then preview the report Here is a sample by Control number 10 03 2003 Control Number Order Control 51711 51712 51713 51714 51715 Permit a a ao JobiLot 00000001 00000001 00000001 00000001 00000001 Daily Summary for 10 05 2003 Form 3602 R 3602 R 3602 R 3602 R 3602 R Client Test Test Test Test Test Company Totals Pieces 31 911 6 847 5 527 2474 2510 48 969 48 969 Pounds 7 282 0902 1 562 4854 1 261 2614 496 1068 572 7820 11174 7258 11174 7258 Page 1 Postage 5 767 9600 1 263 9300 1 079 3900 409 7100 503 9900 9 024 9800 9 024 9800 OPTIONAL PROCEDURE REPORT For use with the USPS Optional Procedure Program Report Heading Optional Procedure Report for to Sorted by Permit Contains Permit Control Job Form Type Class Sequence Client Piece Weight Pieces Pounds Postage Totals Permit Totals Company Mail
219. ther Rates Applied C Lowest G Single Rates Single Rate Postage Applied 0 0000 Correct Multiple Rates C Multiple Balance Due Paid By PERMIT Balance Paid by Permit a C TRUST C METER C STAMPS CHECK C VAR Tatals Pieces 0 Pounds 0 0000 Postage 0 0000 Total Applied 0 0000 Amount Due 0 0000 If affixing postage to a mailing you must indicate at which rate the postage was applied so the Balance Due can be calculated Due Paid By The user must select a method by which to pay the balance The options available are PERMIT METER STAMPS TRUST and CHECK If the balance is paid by Permit you may need to create a 3600 R 3602 R or 3602 N Statement for the Postage Due Paid by Permit If the total due is paid by Permit or Trust select the permit or trust account number here Follow the same rules that apply when choosing a permit if more than one permit with the same number exists APPLYING POSTAGE AT SINGLE RATES Applied Postage Method Requires one of the following three responses C CORRECT the postage affixed equals the postage so no balance is due L LOWEST Post Master will assume the postage was applied at the lowest postage rate used in the mailing N NEITHER The applied rate is not the lowest rate but another rate the mailer 75 Post Master User Guide used If the NEITHER option is selected the user is required to enter the rate at which postage was applied If you m
220. ther parts of the program other than statement generation or entry are looking at WBI s files but if you have created a statement for a new job that job will still be listed The one place where at the present time this could cause trouble is in the Postage Accounting program or Permit Balance Tracking program because accounting transactions can take place before statements are created Future releases of DAT MAIL and Post Master will do external data lookup within key parts of Postage Accounting as well 194 USPS Programs Made Easy CONFIRM for Post Master The ASN barcode and file is based on a Subscriber ID that can belong to the customer mail owner the mailer or a third party company that is supplying downloading and analysis reporting on the data In some cases this subscriber ID could be shared by multiple parties by setting the first three digits of the mailing ID that follows the subscriber ID with a number that is assigned to the customer This way a mailer or a transportation company could use one subscriber ID to provide tracking services to multiple customers They would indicate that the subscriber ID is shared and will enter a unique 3 digit customer ID for each customer they are providing tracking services for When tracking data is downloaded they would separate the data by the first three digits of the mailing ID SETUP Step 1 Enter the default CONFIRM Subscriber information in the Program Setup Go to File th
221. this Consolidated statement and allow you to tag which ones youd like to transfer to a new Consolidated statement Simply select the desired entry points that need moved enter a new mail date optional and hit the Process button The corresponding 8125 form will move along with the individual destination entry postage statement A new Consolidated form is now created This is most helpful if you ve generated a Consolidated form for more destinations than what will actually get mailed for the day Now click on the Destinations tab where you will see the destination entry points you entered onto this Consolidated form The Control column makes it simple for you to locate them in the list Even more editing capabilities are displayed on this screen for you including options to edit or print the corresponding 8125 form for each of the entry points on this Consolidated form 101 Post Master User Guide Drop Ship 3602 V Listing 3602 V Statements Destinations PV Cit 7 Date 5 17 2004 Permit 1 Duncansville 33333 Add Destination Job 5000 Client HOUSE House Client m Edit Destination 00001 12 523 2 336 5300 SCF CLEVELAND 258 00001 18 608 3 022 6400 Delete Destination SCF AKRON 442 259 00001 8157 1 309 9900 SCF CANTON 4 260 00001 5 7061 904 3600 Drop Destination SCF BIRMINGHAM 261 00001 13 296 2 123 6100 SCF HUNTSVILLE 262 00001 5 317 1 136 5100 Import Statements SCF MONTG
222. til the Client s name is displayed You can scroll through the Client names by pressing the up arrow or down arrow key on your keyboard You can also press the lookup button next to the Client field to lookup or add a Client If you start typing the name of a new client the Client Data Entry Screen will pop up and you can enter the new Client s information Permit Required Enter the Permit number for this mailing If there is more than one Permit with this Permit number the first one based on Post Office of Mailing will be chosen automatically Use the lookup button to select a different Permit or to add a new one Typing in a new Permit umber will pop up the Permit Data Entry Screen where you can enter the new permit information WARNING Do not change the text inside the Permit or the PO of Mailing CAPS ID Optional Access or add to the CAPS Account Listing CAPS is the Centralized Postage Accounting System of the USPS Mailer Required Select from the Mailer Information Listing or insert a new Mailer This field will automatically populate with a value if the Mailer is designated in the Client file Mailing Sequence Number Depending on your System Setup you can have a unique Statement Control number automatically assigned or you can enter up to 106 Postage Statements 12 characters for the Mailing Sequence Number If hand entered this number does not have to be unique and both letters and numerals can be entered You can s
223. tion 3 Create postage statements 4 Export postage statement data to Pro Mail SETUP 1 Do a normal POST MASTER single user or network installation You will need to create a logical drive mapping for the drive on your network that can be accessed by both your POST MASTER and Pro Mail 5 program 2 On each workstation that will be using POST MASTER you must setup an ODBC System DSN data source pointing to the database that will be used by Pro Mail 5 The procedure for doing this will vary with each version of Windows but you will need to know which server the database is on the name of the database and the login and password to access the database before you start your configuration The folder that we need to point to is the one that holds Pro Mail s Warehouse database 3 Select the Program Setup option on Post Master s File Menu In order to enable the Pro Mail 5 mode you must obtain a registration key from Window Book that supports this feature Versions of POST MASTER earlier than 5 02 01 01 did not require a special key There is no cost for obtaining this key at the present time At the Defaults Tab select Pro Mail from the drop down box in the lower left hand corner of the screen 173 Post Master User Guide General Info Statement Defaults Periodicals Drop Ship 8125 Export user Defaults Confirm ASN El Use Quick Date Entry Auto Number Client Records Do Not Preview Any Reports Print Em
224. to an Online Support Session you can access it quickly and easily from here Registration RYGDTTAGECUELE EUER Registration Customer Info Screen New Registration 4 Product Information Access your Customer Information Screen and the location to enter your New Registration Codes Follow the prompts to enter request a new code Online Learning Center Clicking on Online Learning Center will take you to a web page where all of our online Training Tutorials are posted for FREE access Product Information Clicking on Product Information will give you access to choose from either the Window Book main website or the Post Master product page About Post Master Clicking on About Post Master will bring up this troubleshooting information access panel 42 Introduction and Support About Post Master 2000 300 Franklin Street Cambridge 02139 U S A Window n dowBoo messem www windowbook com hj mari Pos stal Solu ons sales windowbook com Master 2000 5 02 02 17 WBOOOS Version 5 02 02 17 Compiled 9 09 04 Copyright 2000 2004 by Window Book Inc All Rights Reserved Operating Platform is MS Windows NT 2000 XP Additional Information About General License Trademark Copyright Statement What s New Functionality What s New Data Base MORE About Gives you access to Database Version Info Post Master Registered Options and Environment information What s New Functionali
225. ts 168 Reporting and Accounting Permit Balance Tracking USING PERMIT BALANCE TRACKING Utilities Window Help USPS Payments Balance Inquiry j Payment Register Summary Balance Report Activity Report Single Permit Activity Report All Permits r T Y NU ee J USPS Payments 5 Adding USPS Payment Date 271272004 Direct Client Payment to LISPS Check ReferNo 123 Amount 90 Job Lot Permit _ 2 Old Saybrook CT 06475 Client Mailer window Book 2 Description Cancel Help To a beginning balance blank out the date and the check ref No Amount Permit to apply To add additional payments fill in all of the pertinent information shown above for a USPS payment record If the client is sending their check made out to or directly to the USPS check the Direct Client Payment to USPS checkbox Balance Inquiry Choose a Permit off the list that comes up You will then see this screen 169 Post Master User Guide Payments Postage to USPS for Permit Pos B j 1 New Haven CT 06511 Date Postage Sequencet Refer Direct Client Come 2 12 2004 1 000 00 1111 No ELI Wind 2 12 2004 2 12 2004 gt 1 000 00 190 94 Balance 809 16 Insert Change Delete Close Help In addition to being able to view the balance you can Insert Change
226. ty Gives you access to release notes What s New Data Base Gives you access to database readme information Technical Support Via the Web You can access support from any of the www windowbook com webpages via the TECH SUPPORT icon DEN Tech Support Or access from the SUPPORT button link in the left hand column on all of the pages 43 Post Master User Guide 44 Introduction and Support Backing Up Restoring Your Data Backing up Post Master data is easy and HIGHLY RECOMMENDED File corruption errors are sometimes difficult to repair or may even be unrecoverable Having a ready back up data set gives you the option of restoring from backup and continuing quickly If your single user pc crashes you ll be able to move your existing data to new computer instead of starting your database from scratch If you are using Post Master from a shared network LAN it would be a good idea to ask your Network Administrator what kind of backup routine they have in place in case you are ever advised by Window Book Tech Support to restore this data To back up your data copy these files to a separate location How often you back up is up to you If you have a lot of data on a daily basis you may want to back up these files at a specified time per day Other users may choose to back up on a specified weekly or monthly basis depending on usage Critical Data On a standard installation the following data files are located in the drive l
227. u are entering a new Job you will get a message alerting you that the job doesn t exist and if you d like to create it choose Yes If there is a Master Statement associated with the Job you entered 105 Post Master User Guide you will get a list of Lots and Destinations if drop shipped which have pre entered or saved data Select the one you wish to work from Lot Optional unless you have made it a required field in Program Setup If you are tracking mailings by Lot version enter the Lot value here Description Optional Enter a Description of the mailing or Job to be printed on the postage statement This is stored in the Job file Form Required Select the form you wish to prepare by clicking on the down arrow to the right of this field Piece Type Required Choose the piece type you are mailing Piece Weight Required if identical Enter the single piece weight in pounds or ounces depending on the Weight Type option below If you make an entry in the weight field and then change the weight type the first value will automatically be converted to the new type The default Weight Type for a form is set in the Statement Defaults tab of Program Setup Unit of Measure Pounds or Ounces preset in your Program Setup Can be overridden here Client Required If the client is already in your Client file you can enter the value by just typing the Client s name As you type the field will fill in automatically un
228. u wish to change and click the mouse and enter the new quantity POUND POSTAGE Click on the POUND POSTAGE vertical tab on the left of the screen to switch to the pound postage screen 119 Post Master User Guide 4 Adding Statement 501 Periodicals Regular Postage Statement Out of County lin County Foreign dditional Postage Miscellaneous 0 1580 0 2030 _0 1726080 0 2670 150 8550 0 3150 154 0350 0 3890 116 7000 _ 04660 39 5100 0 5590 und Rates Piece Rates Po 206 7120 1 704 1900 899 2150 Non Advertising Rate Calculations In County Foreign Additional 8 830 Rate 0 1930 LB Copies 15 677 0 F Pes 0 Posta E 1704 4 900 LB Postge 2 603 4050 0 0000 F Pst 0 0000 ge Sora Pc Copies 15 677 0 A Pes 0 Override Copy Checking Pc Postye 32187721 0 0000 APst 0 0000 Totals Pieces 15 677 Postage 7 763 1300 If ONE Issue is selected above you should now enter the number of pieces for each zone The weight for each zone will be automatically calculated There is a one pound minimum for each zone used and this will be reflected in the numbers displayed If the advertising percentage for a Non Profit Statement is 10 or less or 0 on a For Profit Statement you do not have to make any entries in the Pound Postage Screen If ALL Issues are selected you will be asked to enter the number of pounds being mailed to each zone Note In b
229. ucts For more detailed information and the specific dates on Microsoft s Product Life cycles please visit Microsoft s web page on this subject http support microsoft com default aspx scid fh 965blIn965d LifeWin Single User System Recommended Pentium 4 processor or better 2 2 GHz or better 1 GB RAM or more 20 GB free on hard drive for Post Master data 7200 RPM hard drive or better display adapter resolution must be able to accommodate 800 x 600 or greater display mode Desktop Operating System Windows XP Pro Vista Network Workstation Minimum Requirements Pentium 4 processor or better 2 2 GHz or better 1 GB RAM or more 10 GB free on hard drive for Post Master data 7200 RPM hard drive or better display must be able to accommodate 800 x 600 or greater display mode Desktop Operating System Windows XP Pro Vista Introduction and Support Server and Network Recommended Dedicated server for the product 2 GB RAM 50 GB hard disk space 2 2 GHz Pentium 4 processor or better 100 mbps is minimum recommended network speed Use switches instead of hubs for best results Server Operating Systems MS Server 2003 or higher For information on Pervasive SQL Server System Requirements please visit their web site here Software Requirements Before installing the Post Master program there are a few prerequisites that need to be set up first 1 The installation of Pervasive SQL v10 is required o
230. unds Ounces These defaults are designed to assist the mailer with weighing sample pieces to assure six digit accuracy Most postage scales are not capable of this level of accuracy without a sample that includes multiple copies If the accuracy of the scale is known it is usually rated on the specification page in the scale s user s guide it can be entered here When a Periodicals Statement is created the number of copies that are needed in the sample to achieve six digit accuracy will be displayed after the weight of a single copy is entered If the number of copies weighed in the first sample is not as many as suggested we recommend re weighing using at least the number of copies suggested Include Pieces when Copying Periodicals If this checkbox is checked the piece counts of the highlighted Statement will be copied to the new Statement when the COPY BUTTON is pressed This is useful for mailers that do not update their subscription list often Scale Accuracy Enter the accuracy of the scale as rated in the scale user s uide Scale Accuracy Type Select whether the scale s accuracy rating is in pounds or ounces Maximum Weight Enter the maximum weight that can be handled by the scale Maximum Weight Type Enter whether the maximum weight is rated in pounds or ounces 58 Defaults and Program Settings Drop Ship Summary Format C None Short Entry Disc C Long JobiLot Print in P Mail Detail C Package Contr
231. us2 peop Misc Information _ Defaut Drop Destination 2 REN MM LemiodName TRIMIDAD Trinidad Direct Marketing mem Trinidad S rinidad new gif Browse Images View 1mage Direct Windowbooks XML Files MetEmadhadess r Pictama Preiigw Internet d e mi rhe o trim KBitnbox tS ape 340pm In the Production Control System go to Setup System Parameters then set XML directory to Gomi or a subfolder of Gomi if you wish PROJECT MANAGEMENT 1 Make sure the Postage Liability and Postage Inventory Accounts have been assigned account numbers in the Setup Screen 2 Import Entry Point information You can export a list of USPS entry points from the file menu of your Post Master Statement Printing Program then import it in Pro Mail s Project Management System To import the Window Book file of destinations log into the Production Control Go into Utilities gt Import Drop Destinations The file should reside in Gomi Enter the file name to import or browse the directory to select the file 176 Utilities and Special Tools USING POST MASTER WITH PRO MAIL 5 When creating statements with Post Master you may either use the drop data you have setup in Pro Mail 5 in advance or create the drops on the fly be entering a drop number into Post Master s Lot field that has not already been
232. ust the piece counts in both the Master Statements and original Statements for the spoilage entered which is optional The mailing balances in the Master Statement s will be 0 since there are still statements on file for the pieces You can print the PV as a Master PV then delete it really delete it answer YES to deleting the associated Statements to return the pieces to the mailing balances in the Master Statements Miscellaneous Postage Entries Allows you to record postage or other charges related to a mailing that will show up on all of your Management Reports and posted into the Postage Accounting or Permit Balance Tracking systems No need to break out your information by rate category simply enter the total pieces postage and pounds optional and what method was used to pay your postage Receipts 3606 Create your 3606 receipts here along with the service charges If you want this postage to show up on your Management Reports or be posted to the Postage Accounting or Permit Balance Tracking systems be sure to check the box create postage record CASS Certificates 3553 This menu item gives you the option to manually enter CASS data for jobs that were presorted and supplied to you by another vendor Drop Ship Clearance 8125 Access to all of your 8125 forms with options to create new 8125 or 8125 C forms Bills of Lading Access this menu option to create Bills of Lading with the ability to import the data d
233. vity Report Shared Mailing Reports gt Job Recap Report Job Recap Report by Date Range Job Mailing Reports Client Summary Report Client Analysis Report Client Analysis Report by Job Report Wizard Mail Analysis Report Mail Analysis Report by Job i MAT Mail Analysis Report by Permit Permit Listing Client Listing International Rate Chart Job Billing Report R Q W gt OO IN Client Job Breakout Report _ Container Analysis Report V Mailing Report NN ly Verified Statements Report LD 3 Non Verified Report Mian rr ACTIVITY REPORTS Report Heading Client or Permit or Job Activity Report for to Sorted by Client Permit Job Contains Control Job Form Type Class Sacks 1 Sacks 2 Sacks 3 Trays Pallets Other Pieces Pounds Postage Totals Date Totals Report Totals RECAP REPORTS Report Heading Job Recap Report or Job Recap Report for to CSR Job Client Mailer Sorted by Mailing Date Contains Mail Seq Statement Lot Version Discount Entry Facility Rate Description Weight Pieces Rate Postage Totals Mailing Summary by Rate Job Payment Summary 161 Post Master User Guide JOB MAILING REPORT Job Mailing Reports Job guide Start Date 10 07 2003 H End Date 1007 2003 4 Sort Order C By Date C Detail By Entry C By Mailer C Permit C ByEntry C By Class Cancel
234. w Book Which Programs are you using Check all that apply Post Master 2000 DAT MAIL After that 53 Net Bookshelf Select or create the Network Bookshelf location This is where shared registration information is kept and must appear the same way to all workstations For the Registration to work properly and be shared by all workstations The standard is O YWb where is the Network drive letter Network Bookshelf directory pwe e Updating Post Master 27 Post Master User Guide Whenever you receive updates for Post Master simply install to the network drive Select the live data directories when asked for data and select the program directories where you keep the programs If you do this installation from the same computer each time it will remember where you keep the programs and data You should be sure that all users have exited Post Master before applying updates since many updates will update data files that could be in used The next time any workstation starts Post Master the latest update will automatically be copied to the local workstation before the program starts Special Note Local Drives When you do this installation the Post Master Program Setup must be run on each workstation and your preferences entered Most important you must select the Post Master program and Data Path These setups are now local to each user so the drive mappings to the network
235. which will highlight the last Statement entered From this table the user can add edit copy print or delete 3541 postage statements using buttons on the toolbar and in some cases buttons at the bottom of the table Each new Statement is added to the table and from this data a number of useful reports can be generated from Postage Reports Periodicals Mailing Statements Control No Permit No Client No Job No Receipt No Change Date Dae Pemi 6 01 2004 Duncansville 99999 00000088 6 01 2004 Duncansville PA 99999 00000088 6 01 2004 Duncansville PA 99999 00000088 6 01 2004 Duncansville 99999 00000088 6 01 2004 Duncansville PA 99999 00000088 6 01 2004 Duncansville 99999 00000088 6 01 2004 Duncansville 33333 00000088 6 01 2004 Duncansville PA 99999 00000088 6 01 2004 Duncansville 99999 00000088 6 01 2004 Cambridge MA 02139 Pub 5 6 01 2004 Cambridge 02139 Pub 5 6 01 2004 Cambridge 02139 Pub 5 6 01 2004 Cambridge 02139 Pub 5 6 01 2004 Cambridge 02139 a Insert change Delete C2 CD CD CD CO CO CO CO CO CO CO CO CO TAB SELECTION By choosing a different Order Tab you can view your data in the order that best suits your needs Pressing one of the order tabs can change the order of the information displayed on the Main Postage Statement Table This will also change the locator so that an item can be located Tabs are C
236. y client job and lot POST MASTER allows the user to create a Master Postage Statement which can be used to create additional Statements for a job lot or to keep track of the balances mailed and to be mailed This is very useful when doing cycle mailings which are mailed over several mailing dates Marriage Mailers can track the usage of individual brochures that make up packages or inserts using the Marriage Mail features of POST MASTER POST MASTER can track permit balances using the included Permit Balance Tracking feature or interface to Window Book s POSTAGE ACCOUNTING module POSTAGE STATEMENTS 3541 Periodicals Statements 3600 P First Class Meter or Stamp Payment 3600 R First Class Permit Payment 3602 Std A Nonprofit Permit Payment 3602 Std A Nonprofit Meter or Stamp Payment 3602 PR Std A Meter or Stamp Payment 29 Post Master User Guide 3602 R Std A Permit Payment 3600 PM Priority Mail Permit Imprint 3602 NPS Nonprofit Standard Mail with Residual Shape Surcharge 3602 NS Nonprofit Standard Mail with Residual Shape Surcharge 3602 P Standard Mail Letters and Flats Postage Affixed 3602 PS Std Mail w Residual Shape Surcharge Post 3602 RS Std A w Residual Shape Surcharge Permit Payment 3602 V Consolidated Postage Statement 3605 BP Bound Printed Matter Postage Affixed 3605 BR Bound Printed Matter Permit Imprint 3605 DBP Destination Entry Bound Printed Matter Postage Affixed 3605
237. you have created a list of Favorite entry points from the File menu you can click this button to automatically create blank statements using one of your lists Youd then need to edit each entry point to apply your piece counts Create Favorites If this Consolidated statement contains a list of entry points that you always mail to you can make a Favorites list by clicking on this button 102 Postage Statements Edit 8125 Quick access to last minute changes for USPS appointment number drop date in home date etc Print 8125 You are given the option to print an 8125 for the highlighted entry point or all 8125s associated with this Consolidated statement 103 Post Master User Guide Standard B Priority a Post Master 2000 5 02 02 04 WB0005 Edit Reports Utilities Weight Verificat File 1121 m 1st Class Standard Mail 3600 3602 Periodicals Statements 3541 Drop Ship 3602 V Merge Statements 3605 Parcel Services and Priority t Tabane shines al When you select the 3605 Parcel Services and Priority option of the Statement Menu the Postage Statement Table is displayed From this table the user can add edit copy print or delete 3605 and 3600 PM postage statements using buttons on the toolbar and in some cases buttons at the bottom of the table Each new Statement is added to the table and from this data a number of useful reports can be generated from Postage Reports Standard and Prior

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