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e-LMS User Guide

1. 41 4 4 3 Why has my Mailing Statement been 42 4 4 4 Who can Approve a Mailing Statement sss 43 4 5 DEALING WI TH ECTED 5 5 9714671 44 4 5 1 Dealing with 44 4 5 2 Check the Status of Mailing 5 45 4 5 3 Modify a Rejected Mailing 5 45 4 5 4 Cancel Rejected Mailing 5 45 SEARCHING FOR MAILING STATEMENTS 222 222 22 2 4 47 5 1 SEARCHING FOR MAILING STATEMENTS 2 2 20 48 5 2 How FIND MAILING 5 5 2 2 20 40405 49 5 2 1 Using multiple search eene enn 49 5 3 VIEWING MAILING 5 65 222 2 1 2 2020 00 00020002010000000000000000 51 5 4 VIEW A PROGRESSI VE MAI LING nennen 52 5 5 DOWNLOADI NG AND PRINTING 22 2 4 0 0 12 22002011 00000000000000000
2. 87 For assistance with your 87 For information about joining the Bulk Mail Programme 87 USCIS ad 87 COPYRIGHT STATEMENT 89 GLOSSA RR Vins RS ep en Si eda ees eens eae 91 vi Welcome to 5 eLMS 1 1 Welcome to e LMS Help Electronic Lodgement of Mailing Statements e LMS is the system you use to create and submit a Mailing Statement track its progress retrieve pricing details and enquire about your existing statements To use e LMS you must have a valid Australia Post e LMS account and be able to access the internet What you need to know about e LMS An overview of e LMS e Getting started with e LMS e What s new e LMS For information about performing tasks choose a topic from the contents pane Some useful shortcuts to procedures performed by different user roles can be found in the Business Procedures section Page 2 Welcome to e LMS 1 2 Overview 1 2 1 Overview of e LMS e LMS electronic Lodgement of Mailing Statements s an electronic gateway to Australia Post allowing Mail Houses to lodge Mail Statement information via a web based application By using either direct entry or file transfer from the Mail House production control systems e LMS improves the efficiency of mail lodgement and account reconciliation e LMS is also used by Post staff to
3. CDW Corporate Data Warehouse Clean Mail A service provided by Australia Post when lodging bulk mail The mail must conform to specified conditions and specifications to be eligible for Clean Mail letter prices Comops BI CDW reporting tool Contract An agreement between Australia Post and a customer that sets pricing and general conditions for the provision of mail services CTRL The Ctrl or Control key on a computer keyboard D Database A structured system for storing and retrieving information on a computer DEL The Delete key on a computer keyboard Download The electronic process of copying a document from a remote location to the customer s own computer on the internet Page 91 eLMS E e LMS An acronym for electronic lodgement of mailing statement ENTER The Enter key a computer keyboard EPOS The counter system used by the Australia Post Retail network for capturing and processing transactions ERP The ERP Enterprise Resource Planning system that manages customer accounts and issues invoices ESC The Esc or Escape key on a computer keyboard Field A data entry box on e LMS screen Full Rate The contract that is applied for carriage under the ordinary letter service H Hard Disk The local storage device on a customer s computer where files are located for upload and download I Interactive Account An account type that allows users to interact with e LM
4. N 17 2 2 PREREQUISITES FOR USING 5 22 2 22 2 22 1 19 2 2 1 EXDOHOICO uo s ise toi ated 19 2 2 2 IIDTermet aCCBSS sacara 19 2 2 3 Personal COMPUTER 00 e be B cent ub deba 19 2 2 4 BROWSEN nn energie 19 2 2 5 EMS 19 2 3 LOGGINGIN ee 20 2 4 LOGGING IN WITH NON CONFORMANCE 1550 5 2 21 2 5 YOUR HOME PAGE uuu ae 22 2 6 SESSION TIMES ac 23 2 7 BLOCKED ACCOUNT en ea 24 2 8 CHANGE PASSWORD oerion aa eins 25 2 9 EO0GGING OUT nen nee es cedo 26 BUSINESS PROCEDURES 27 3 1 BUSINESS PROCEDURES eee 28 3 2 BUSINESS PROCEDURES FOR ORIGINATING 29 3 3 BUSINESS PROCEDURES FOR MAIL GENERATORS 30 GENERATING MAILING 5 5 2 2 22222 2 2 31 4 1 GENERATING MAILING 6 2 2 20 001 32 4 2 CREATING MAILING STATEMENTS 2 2 2 2 0200
5. Page 21 eLMS 2 5 Your Home Page The following information will be displayed on your home page Your Recent Drafts Recent statements that have been saved as drafts and have yet to be submitted Your Open Progressive Statements Recent statements that have been saved as drafts and have yet to be submitted Your Recent Approved amp Invoiced Statements Recent statements that have been finalised with a status of Approved 4 Invoiced From your home page you can 4 IZKI ana 21795 recent drafts recently finalised Mailing Statements Use the navigation menu to locate the information and functions you need Use the options menu to perform tasks and to change your password Click user guide to display online help Logout Page 22 Getting Started 2 6 Session Time out As a security measure you will be automatically logged out of e LMS if your page is inactive for a period of time The time out period is defined in your user profile and can only be changed by the system administrator What happened to the Mailing Statement was working on Your Mailing Statement will be saved as a draft which you can continue editing the next time you login No data will be lost What happens when log in after a time out The system will return you to your home page If you were editing a Mailing Statement the data will be saved in a draft Can change the time out period The time out period is
6. Chargeback Only Product Account Number and date range For example you can report on all Cost Centre Codes made during the month of September Creating a report is a multi step task In this first step you will define the filters that control the contents of the report and how you want the report outputted If you choose to display the report once you have verified that the report contains the information you want you can then print or download the report Two download formats are available e CSV format files can be viewed and reformatted in a spreadsheet program or import directly into a database e HTML is a widely used document format which can be viewed and edited in most wordprocessing programs When appropriate you should always use filters to restrict the size of your report the e LMS database is nationwide and contains a large volume of information Unfiltered reports will take longer to generate are slower to download and are more difficult to manage and format in spreadsheets To create and view a report Reports displayed on the screen are limited to a maximum of 10000 records 1 From the navigation menu click Reports The Reports page will be displayed 2 From the task menu click Chargeback items I The Chargeback item Report page will be displayed 3 Use the fields displayed in the Filter Details section to filter and sort your report 4 Click Seeds yeaa Summary details of chargeback items that match your filter se
7. Page 5 eLMS Rejected The Mail Generator or Agent must either modify and resubmit the Mailing Statement or cancel it Reversed An approved Mailing Statement has been reversed Cancelled The Mail Generator Agent or the system has cancelled the Mailing Statement 1 2 4 Who Uses e LMS Within e LMS there are a number of different roles played by users The screens functions and information made available to you will depend on your role and your authorisation level which are set by your system or account administrator User roles are divided into customers and internal users each with different capabilities Originator Default Customer EXT Orig Cust Default An Originator role is used by Originating Customers to view print and download Mailing Statements and Pricing Statements that have been submitted on their behalf by a Mail Generator Originator Administrator Customer EXT Orig Cust Admin Administrator can add and modify user profiles Generator Generator Customer EXT Cust Generator A Generator Mail Generator or Mail House can create submit cancel view print and download Mailing Statements specific to their own account Generator Default Customer EXT Gen Cust Default A Default Generator role is restricted to only view print and download Mailing Statements specific to their own account Generator Administrator Customer EXT Gen Cust Admin An Administrator can add and modify external use
8. blue available task task 15 not currently available This menu will change as you move around e LMS The tasks available from the navigation menu will depend on your current location and what you are doing on that page For example a related task may be shown as unavailable grey until you have completed your current task Page 12 Welcome to e LMS To select new task e If available blue tab click the tab on the navigation menu corresponding to the task you want to perform e If not available grey tab you must complete the current task before you will be able to select that task Multi step Tasks Tasks that cannot be sensibly displayed on a single page may be split into two or more steps In multi step tasks an additional navigation menu will be displayed Step 1 Your Details gt Step 2 Line Items Step 3 Confirm To proceed to the next step e Click the button displayed at the bottom of the page You will not be permitted to proceed to the next step until you have successfully completed all mandatory fields on the current page In this case when you click the Continue button the current page will be re displayed highlighting the fields you need to complete or modify To return to a previous step e Click the navigation bar corresponding to the step you want to return to To complete the task e When you have reached the final step of the task and completed all the mandatory fields on
9. 10 08 2010 14 25 06 Edit Delete 1 Big envelope 2 00 10 08 2070 14 25 06 Edit PR amp B Pens red amp black 1200 10 08 2070 14 25 06 Edit Delete Step 1 Maintain Chargeback Code See Image Above Product Code This is a unique code that the customer assigns to Products Description A brief description of the product that Chargeback applies to Unit Cost The unit price of each Product shown above Comments Additional information that may be required for creation of this Product Edit Chargeback Product Click on the Edit Button to change the product EN The following screen will display and you can then type over any fields as required Once Completed Click the save Button Page 76 Using Chargeback Functionality Product Code 99 Description graeme test Unit Cost 0 00 0 22 Comments Delete Chargeback Product Click on the Delete Button to remove the product Chargeback Product Details help with this Successfully deleted the Chargeback Product with code DPTEST_PC_3 Maintain Chargeback Product List Product Code Description Unit Cost Created Date graeme999 graeme test 5022 3 08 0101026800 2298 EP Express Post 500gm satchel 840 5 08 010025243 298 EP3kg Express Post satchel 3kg 11 70 5 08 2010 09 53 31 Edit f Delete Please note that if any codes have transactions associated with them less than 6 months old from time of creation they cannot be del
10. Cost Centre The maintenance of an Internal Chargeback Cost Centre is for Ext Generator Customers to maintain Chargeback Cost Centres for eLMS and NON eLMS related products These fields allow customers edit or delete Cost Centres Step 1 Chargeback Cost Centres See image below Cost Code This is a unique code that the customer creates to assign to account codes Account Code This is a list of account numbers Own Accounts that you wish to apply the Cost Centres to You may apply to one Account Number or all Account Numbets Description A brief description of the Cost Code that it applies to Location A brief description of the location of the Cost Code that 1t applies to not mandatory Date Created Show date of when the Cost Centre Code was originally created Chargeback Cost Centres help with this page Your Chargeback Cost Centres Cost Centre Code Account Code Description Location Date Created 0000000021 6 3093 1674 Marketing 19 08 2010 Edit Delete 0000000021 6 3094 1674 Graphics 4 08 2010 Edit Chargeback cost centres be edited and deleted To edit a cost centre click the button on the row you wish to change e To delete a cost centre click the button on the row you wish to remove Please note that if any codes have transactions associated with them less than 6 months old from time of creation they cannot be deleted The following message will display Chargeback Cost Centres
11. In the address field type http online auspost com au elms and press ENTER To avoid having to type this address every time you log in save it as a favourite on your browser 3 Press ENTER and wait for the e LMS login page to display 4 Type your Username and Password in the fields displayed 5 Click Ee Bii Forgotten your login details e Contact your e LMS account administrator for assistance Having problems logging in 1 Check that you have typed in the correct Username and Password These fields are case sensitive so you must use both upper and lower case letters 2 f you are still having problems your account may have expired or may be suspended Please contact your e LMS account administrator to obtain assistance Page 20 Getting Started 2 4 Logging In with Non Conformance Issues You will be alerted if any new statements have non conformance issues You must view and acknowledge the non conformance issues before you will be permitted to proceed to your home page A Mailing Statement with a non conformance alert is approved for processing however future orders may be rejected if these non conformance issues are not rectified To view and acknowledge the non conformance issues l Click the button adjacent to that Mailing Statement Details of the statement and the non conformance issues will be displayed 2 Click 3 Repeat until you have acknowledged all Mailing Statements with non conformance issues
12. Mailing Statement collects the details from all the statements in the batch and provides you with a progressive report on the entire mail job The Mailing Statements contained in the batch are otherwise processed and billed like any other statement The tasks described below will only be displayed e LMS f you are authorised to make progressive lodgements What do you want to know about Rules for Progressive Mailing Statements What do you want to do e Create a Progressive Mailing Statement e View Progressive Mailing Statements e Add Mailing Statements to a progressive lodgement e Close a Progressive Mailing Statement e Cancel a Progressive Mailing Statement 4 3 2 Rules for Progressive Lodgements Ff These business rules must be applied by e LMS users and are not necessarily enforced by the system The following rules and guidelines must be observed when making progressive lodgements e Progressive lodgements can only be made by authorised customers e You must create a new Progressive Mailing Statement for each product code Mailing Statements in the same progressive batch must use the same product code e The Progressive Mailing Statement must be closed manually by the customer after 30 days The number of days the Progressive Mailing Statement has been open will be displayed when you view the statement The customer must advise the Australia Post Lodgement Point recorded on the statement when each Progressive Mailing
13. Originating Customers The business procedures and tasks related to bulk mail lodgements are listed below Business Procedure Related e LMS Tasks Query the status of a e Search for statements statement a e View a Mailing Statement e Download and print a statement e View audit trail Statement is part of a e View details of a progressive progressive lodgement lodgement Validate invoice e View a Pricing Statement e Reconcile your account against lodgements e Create reports e Query your account Page 29 eLMS 3 3 Business Procedures for Mail Generators The business procedures and tasks related to generating a Mailing Statement are listed below Business Procedure Related e LMS Tasks Make a single lodgement Make a progressive lodgement Mail is lodged at Lodgement Point Mail has non conformance issues Mail job 1s approved Mail job is rejected Query the status of a statement Progressive lodgement is completed Customer validates invoice e Create a new Mailing Statement e Submit a statement e Save and edit drafts Upload an XML statement e Cancel a draft Rules for progressive lodgements e Create a Progressive Mailing Statement e Add a statement to a progressive lodgement e Cancel a progressive lodgement What happens when a statement 15 submitted e Acknowledge non conformance alerts e Check the status of a statement Reasons why mail may be rejected Check the st
14. Statement 1s closed e Cash payments are not available for progressive lodgements Page 38 Generating Mailing Statements 4 3 3 Create a Progressive Mailing Statement When you create a new Mailing Statement you are given the option to e Create a single lodgement the statement will not be added to a Progressive Mailing Statement or e Add the statement to an existing Progressive Mailing Statement or e Create a new Progressive Mailing Statement When creating a new Mailing Statement in the Progressive Mailing Statement field select Create New Progressive MS When you create a new Progressive Mailing Statement you must specify the name of the Originating Customer the charge account number the Lodgement Point and other information that is common to all Mailing Statements in the Progressive Mailing Statement When you subsequently add further statements to a Progressive Mailing Statement these details can not be edited The only reference field that can be edited in a Progressive Mailing Statement lodgement 15 the Unique ID 4 3 4 Add a Statement to a Progressive Mailing Statement When you create a new Mailing Statement you are given the option to e Create a single lodgement the statement will not be added to a Progressive Mailing Statement or e Add the statement to an existing Progressive Mailing Statement When creating a new Mailing Statement in the Progressive Mailing Statement field select from the list of
15. be asked to change the password when they login Type the password again Page 72 Managing Your Account 8 4 Maintain Charge Accounts You must be logged as the e LMS Administrator to maintain charge accounts Two lists of account numbers are maintained on a Mail Generator account Your own Australia Post charge account numbers When creating Mailing Statements these are referred to as Your Accounts Only authorised Australia Post personnel are permitted to maintain these accounts e Your customer s Australia Post charge account numbers When creating Mailing Statements these are referred to as Your Customer s Accounts Your in house e LMS administrator is permitted to maintain these accounts When you add an account the system will check the account details before it is added to the list of available accounts in the Active Accounts list box Accounts listed in the Pending Accounts list box are awaiting confirmation from the system If the system fails to validate the account 1t will be listed the Errored Accounts list box Accounts added to the Pending Accounts list may not be available until the next business day After adding a customer charge account number you should also add the customer s name 8 4 1 Accounts The Australia Post charge accounts of your customers are displayed To add and remove your customer s charge account numbers 1 Click the EE tab 2 From the task menu click Maintain A
16. button to perform the task Drop list Account Number None v To select an option from a drop list 1 Click the list button on the right of the box list of available options will be displayed 2 Select an option from the list with the cursor The selected option will be displayed in the box You can now select another field with the cursor or use the Tab key to move to the next field or select a command button to perform the task Checkbox Mail Contains Advertising Material To select and clear checkbox option 1 Click inside the checkbox with the cursor to select and clear the checkbox The option is selected when a tick mark is displayed in the checkbox Page 14 Welcome to e LMS Mandatory and Optional Fields Any field displayed in bold with a red asterisk 15 mandatory and must be completed or selected before the current task or step can be completed Other fields are optional and need only be selected 1f required Validation Some fields may be validated to ensure the correct data has been entered and all mandatory fields have been completed If an error is detected the page will be re displayed with the fields that require your attention highlighted For example amp Locigement Point Please Select Mandatory Command Buttons To perform a task you must click a command button The button will be labelled with the command it will perform for example clicking Print will
17. checkbox if you will be making payment on presentment of this Mailing Statement at the Lodgement Point or at an Australia Post Business Centre Step 2 Line Items The items currently added to this statement are displayed in the Line Items section at the bottom of the page You can add items with multiple product types on the same Mailing Statement To add a new line item 1 In the Add New Article section from the Product Grouping list box select the product type Article types applicable to the select product type will be displayed If a cubing relevant product 15 requested a link to the Cubic Weight Calculator displays 1 Click Cubic Weight Calculator The Cubing Calculator window displays 2 Complete the fields 3 Click The cubic weight is calculated and displayed This can then be used to populate the weight field in the previous screen Close 4 Click EZA to continue 2 From the Article Type list box select the type of article The lodgement conditions and contracts applicable to the selected article type will be displayed 3 If displayed read the Lodgement Conditions 4 From the Select Contract drop box select either Full Rate or a contract from the list Page 34 Generating Mailing Statements Only contracts applicable to the product type at the selected lodgement point will be displayed If the line item is lodged on Full Rate pricing the text Full Rate will not appear on the pricing and mailin
18. existing Progressive Mailing Statements e Create a new Progressive Mailing Statement Alternatively from your home page in the Your Open Progressive Mailing Statements section select the button adjacent to the Progressive Mailing Statement you want to add the new statement to The New Mailing Statement page will be displayed with the selected Progressive Statement No displayed in the Progressive Mailing Statement field You can also add statements when you view a Progressive Mailing Statement When you add statements to a Progressive Mailing Statement the account information job details lodgement point and product code can not be edited as these details are common to all statements in the batch 4 3 5 Close a Progressive Mailing Statement Progressive Mailing Statements must be closed every 30 days The timing will depend on your own billing cycle and in house reporting needs Progressive statements must be closed manually by the Mail Generator You must advise the Australia Post Lodgement Point recorded on the statement when each Progressive Mailing Statement is closed When you view a Progressive Statement you can close the progressive statement by clicking the button This command button will only be available if all statements contained in the batch have reached the status of Approved amp Invoiced Reversed or Cancelled Once closed you can locate a Progressive Mailing Statement and summary Pricing Stateme
19. expedite checking costing approving and invoicing of bulk mail services The following topics look at e LMS from three different viewpoints the Workflow the Mailing Statement and the User e e LMS Workflow e The Lifecycle of a Mailing Statement e Roles of Users e What s new in version 2 e Security 1 2 2 Workflow e LMS is the electronic hub for the tasks involved lodgement of bulk mail The physical and business processes involved in a typical e LMS workflow are shown in the diagram below N NES f Mail Generator i Mailing House Accounting Business Centre ERP A gt NE 7 Delivery Typical e LMS Workflow Page 3 eLMS 1 Originating Customer raises an order with the Mail Generator 2 Mail Generator lodges a Mailing Statement The Mailing House enters the details of the mailing job in e LMS by selecting e contact and account details of the Mail Generator and the Originating Customer e job details by which the Mailing House can identify and track the job e where the mail will be physically lodged e details of the mail articles contained in the job including the applicable contracts e LMS allows you to prepare draft Mailing Statements in advance of lodgement which are saved and can be edited and submitted when required 3 Mailis dispatched to an Australia Post Business Centre 4 Mailing Statement is validated and processed e LMS has automated back office functions that speed
20. help with this page 1 The Cost Centre with code 0000000021 6 3093 has one or more items and so cannot be deleted Your Chargeback Cost Centres Cost Centre Code Account Code Description Location Date Created 0000000021 6 3093 1874 Marketing 19 08 2010 Edit Delete 0000000021 6 3094 1674 Graphics 4 08 2010 Edit Delete Page 78 Using Chargeback Functionality 9 5 Add Chargeback Only Item The adding Chargeback Only Item is for Ext Generator Customets to allocate NON e LMS related products to your Internal Cost Centre Codes Step 1 Add Chargeback Only Item See image below Product Code Click on the drop down to select product code from the list Account Code Click on the drop down to select an Account Code note amount allocated in this area does not affect your Australia Post Account Cost Centre Click on the drop down to select a Cost Centre code where the product needs to be charged to Unit Cost 0 00 This unit cost is linked to the selected product code and will automatically display Quantity Enter the quantity of the product required to be charged Comments Additional information that may be required for creation of this item save Click save Create a Chargeback Item Bold fields falso marked with a are mandatory Chargeback Item Details Product Please selecta product Account Code Please select an account code v Cost Centre Flease select a cost centre Unit Cos
21. is Other State e Not eligible for Direct tray e Not eligible for PreSort Incorrect Print Post category e Insufficient volume e Not eligible for LPD e Not eligible for Print Post Service e Not eligible for SPD Not eligible for Clean Mail e Address contains corrupted barcode e Insufficient volume e Not Machine addressed e Plastic wrapped Page 42 Generating Mailing Statements Service delivery e Declared airmail but actual is surface mail e Declared higher pricing than actual service e Declared lower pricing than actual service Declared surface mail but actual is airmail Size weight thickness shape e Declared at higher pricing than actual category e Declared at lower pricing than actual category State Categories e Declared higher pricing than actual e Declared lower pricing than actual Credit Limit Problems e If lodged on your own account contact your Australia Post account representative e If lodged on your customer s account advise the customer to contact their Australia Post account representative 4 4 4 Who can Approve a Mailing Statement Permissions have been specifically set so that the person who creates the Mailing Statement cannot approve it You must be logged in as either an Outstation Approver or a BC Approver to approve or reject statements Page 43 eLMS 4 5 Dealing with Rejected Statements 4 5 1 Dealing with Rejection Mail Statements may be rejected due to errors in the Mai
22. of the customer for operational or logistical reasons Approved Awaiting EPOS Pricing The order requires payment to be made before it can be finalised Reversed An approved statement has been reversed either because the mail was never lodged or because the wrong customer account was used on the original order Cancelled The order has been cancelled by or at the request of the customer For more information see Lifecycle of a Mailing Statement Page 41 eLMS 4 4 3 Why has my Mailing Statement been Rejected A Mailing Statement may be rejected due to errors with addressing the physical mail use of an ineligible product category differences in declared and actual values or exceeding the credit limit on the originating customer s account You can view the rejection reasons from the audit trail Any one of the following issues may result in rejection of a Mailing Statement Addressing Errors Failed CBOA test e Barcode data not matching address e Barcode on tray label fails e Barcode unreadable e Failed dimensional analysis only e Incorrect not updated sortplans Incorrect Addressing e Address Block e Address Format Font amp e Barcode clear zone Product Category Errors Delivery zone e Declared higher pricing than actual delivery zone e Declared lower pricing than actual delivery zone Incorrect PreSort category e Direct Tray declared Other State is Same State e Direct Tray declared Same State
23. only user that s authorised to add and maintain users and reset a user s password If the account number has not been previously Administrators recorded in e LMS the system performs an overnight update of the database You should add your customer account numbers at least one day before you want to create statements that use that account Logout as administrator and then login again Administrators as a mail generator As administrator you can create logins for administrators mail generators and default read only user roles To type in a valid password follow this All users checklist l Before you start typing in the password ensure that the Caps Lock is turned off on your keyboard 2 Passwords are case sensitive so you must type in the password exactly as shown with uppercase and lowercase letters For example to type the password MailGen8 you would press the following keys sequence Shift M A I L Shf G EN 8 3 Passwords cannot be less than 8 characters or more than 32 characters long Page 83 eLMS When working in e LMS some of the list boxes and text fields either do not display at all or do not behave properly How do I add customers to the list of Originating Customers displayed when I create a new Mailing Statement What do I do when a statement has the status of System Checks Failed Can I print or download more than one statement at the same time 4 When
24. resubmit a rejected statement 1 Click the tab 2 Search for Mailing Statements with a Status of Rejected 3 From the Search Results page in the MS column click the Mailing Statement you want to edit The Mailing Statement will be displayed 4 Click 9 Make the corrections required 6 Onthe final edit page Step 3 Confirm click the button 4 5 4 Cancel Rejected Mailing Statement To cancel a rejected Mailing Statement you must first locate the statement you want to cancel When you cancel a rejected statement the status will change from Rejected to Cancelled Cancelled statements are not deleted from the database and can be searched for and viewed like any other statement Any rejected statements that are over a month old will be automatically cancelled by the system To locate and cancel a rejected statement 1 Click the EIE 2 Search for Mailing Statements with a Status of Rejected 3 From the Search Results page in the MS column click the Mailing Statement you want to cancel The Mailing Statement will be displayed 4 Click Meche Bul Cur Type any additional information in the Comments field 6 Page 45 Searching for Mailing Statements Page 47 eLMS 5 1 Searching for Mailing Statements Mailing Statements are stored in the e LMS database which you can access from the Search page What do you want to do e Find Mailing Sta
25. statements and click View MS From the View Mailing Statement page you can then Download and print statements Edit and cancel drafts Modify and cancel rejected statements View Pricing Statements View the audit trail Page 51 eLMS 5 4 View a Progressive Mailing Statement On your home page the most recent Progressive Mailing Statements that are currently open are listed in the Your Open Progressive Mailing Statements section To view a Progressive Mailing Statement click the button adjacent to the statement you want to view When you view a Progressive Mailing Statement the information that is common to all statements in the progressive lodgement will be displayed at the top of the page The statements that have been added to the progressive lodgement are listed in the Mailing Statements section The list of statements includes the Mailing Statement No the date the statement was lodged and the status of each statement From the Progressive Mailing Statement page you can e View details of each statement contained in the progressive lodgement e Add new statements to the progressive lodgement e Close the progressive lodgement e Cancel the Progressive Mailing Statement If the progressive statement you want to view 1s not listed you can e View the full list of open Progressive Mailing Statements From your home page 1 From the task menu click Progressive Statements 2 Click the META button adjacent to the statement
26. the Australia Post system administrator Your account type will reflect the role your organisation plays in the workflow e Mail Generator As a Mail Generator you will be able to create and manage Mailing Statements for your own jobs and jobs you perform on the behalf of your customers e Originating Customer As an Originating Customer you will be able to view Mailing Statements that have been submitted on your behalf by a Mailing House Mail Generator You will also be able to view Pricing Statements so that you can validate charges billed to your Australia Post charge accounts Users Each account can have multiple users with independent logins The list of users is maintained by your in house e LMS administrator Account Details To open or change your e LMS account e Contact your Australia Post representative To add and remove users e You must have Administrator privileges to maintain users on your account To add and remove your own charge accounts e Contact your Australia Post representative To add and remove your customer s charge accounts e You must have Administrator privileges to maintain your customer s accounts on your account 1 3 5 Navigating Around e LMS Navigation Menu To perform a particular task you must first navigate your way to the page that provides the functions you need The main tasks are displayed on the navigation menu which appear as tabs across the top of the page red current task
27. the folder where the file will be saved and click Save 5 Close the Download File dialog Page 84 Quick Guides 10 3 Site Map Site Map Page 85 e LMS Contacts For assistance with using e LMS Please contact the e LMS Help Desk on 1800 287 457 For assistance with your account Please contact your Australia Post account representative For information about joining the Bulk Mail Programme Please contact your Australia Post account representative or call 13 13 18 Useful links Australia Post e LMS Page 87 Copyright Statement Copyright the Australian Postal Corporation 2005 All rights reserved Material must not be reproduced without permission No part of this document may be reproduced or transmitted in any form or by any means without the express written permission of Australia Post All product names remain trademarks registered trademarks or service marks of their respective owners AUSTRALIA O POST Page 89 Glossary A Arrow Keys Keyboard keys that are used to move the screen cursor up down left and right Article A single letter or parcel Audit Trail A history that 1s kept for every transaction in e LMS which allows customers Australia Post staff to track the progress of a Mailing Statement and to verify completion of the service B Business Centre The Australia Post office that supports e LMS customers and where mail 15 physically lodged
28. the process of validating each Mailing Statement This validation includes checking the details entered in the Mailing Statement and verification of the customer s account status 5 Pricing Statement is issued Once the Mailing Statement has been validated a Pricing Statement is issued by the ERP system upon which the customer will be invoiced 6 Physical mail is checked and approved When the mail arrives at the Business Centre the physical mail is checked against the corresponding Mailing Statement If the mail matches the details on the Mailing Statement the job is approved for delivery otherwise the Mail Statement is marked as non conforming and may be rejected The Mail Generator will be alerted about non conforming mail whenever they log in to e LMS and can view the status of all rejected jobs 7 Mailis dispatched for delivery 8 Mail Generator checks status of Mailing Statements At any stage during the lodgement process the Mail Generator can view the status of all jobs which may be in draft pending approval rejected awaiting re submittal or approved for delivery 9 Tax Invoice is issued 10 Customer checks Tax nvoice e LMS permits the Originating Customer to quickly verify the details of a Tax Invoice against the corresponding Mailing Statements and Pricing Statements 11 Customer submits payment The workflow tasks performed in e LMS are highlighted click the links to learn more about these tasks Page 4 2
29. you want to view e Find all statements that belong to a progressive lodgement 1 Click EE 2 In the Progressive Mailing Statement Number field type the Progressive Mailing Statement number Click The Mailing Statements that belong to the specified progressive lodgement will be displayed on the Search Results page From here you can view one or more statements Page 52 Searching for Mailing Statements 5 5 Downloading and Printing if If the Mailing Statement has been previously printed the printed icon Elwill appear in the first column on the Search Results page When you search for Mailing Statements the statements that match your search criteria will be displayed on the Search Results page Use the checkboxes on the left of the page to select the statements that you want to print or download To print the selected statements Click MISI 2 At the top right corner of the page click printable print friendly version of the page will be displayed 3 Click The Print dialog will be displayed 4 Select your printer and printing options and click Print To download the selected statements 1 From the View Mailing Statement page click 2 Select either XML CSV format for the downloaded file The File Download dialog will be displayed 3 Click Save The Save As dialog will be displayed 4 Locate the folder where you want to save the file and click Save The progress of t
30. 000 53 5 5 1 XML and CSV lt 53 5 6 VIEW MAILING STATEMENT AUDIT TRAIL 22 22 54 REPORTING iii on 55 56 6 2 LODGEMENTS REPORT Lee du promus edad 57 6 3 RECONCILIATION 2 2 0 20412 20 02 000000000000000000000004 58 6 4 VIEW LIST OF USERS een 59 6 5 CHARGEBACK TEMS REPORT 22 24 2020 202 002 00000000000000004 60 ABOUT PRICING AND I 5 22 0 2 61 7 1 ABOUT PRICING AND 5 2 2222 2 4 0 20202 222212 002 000000000000000000000 62 7 2 How IS THE PRICE DETERMINED 2 4 0 2 2 1 000200000000000000000 63 7 3 INVOICES AND CASH 5 22 222 4 2 1 20 20001000000000000000000 64 7 3 1 Cas ias 64 7 3 2 Reconciling Your Account sse eene enne eene 64 7 4 VIEWING PRICING STATEMENTS 1 424 0 022040 0 0 0 000000004 65 MANAGING YOUR ACCOUNT 2 RR 67 8 1 MANAGING YOUR 0 222222 2 0 12 20 00000000000000000000
31. 000000005 68 8 2 CREATE USER nn 69 8 3 MAINTAIN USERS na 70 8 4 MAINTAIN CHARGE 5 222222224 2 22 2052 202 2 20200100100000 000000000011 73 8 4 1 ACCOUNTS een 73 8 5 MAINTAIN CUSTOMER 2044020 00 0 0 74 USING CHARGEBACK FUNCTI 22 22 2 2 2 1 75 9 1 ADDING CHARGEBACK ONLY 2 22 2 2 2422121 76 9 2 MAINTAIN CHARGEBACK ONLY 22 224 20 24402 76 9 3 ADD CHARGEBACK COST 77 9 4 MAINTAIN CHARGEBACK COST CENTRE 22 2 221 78 9 5 ADD CHARGEBACK ONLY 2 22220220 79 9 6 MAINTAIN ONLY 22 2 2 2 2222221 79 sjntedqXcillu ct 81 TORT QUICK GUIDES anna nee une 82 10 2 FREQUENTLY ASKED 5 5 222 2 2 2 0222 83 10 3 SITEMAP aa se u 85 ELMS CONTACTS cid 87 For assistance with using e LMS
32. 40 000 33 4 2 1 Creating Mailing 5 33 4 2 2 Create a New Mailing 5 33 4 2 3 Submit a Mailing 35 4 2 4 Save and Edit een See 36 4 2 5 Upload a Mailing 5 222 2 2 2 4 2 0 0000000000 37 4 2 6 Cancer a o3 een ae een 37 4 3 PROGRESSI VE MAILING 5 5 2 200817 38 4 3 1 Progressive Mailing 5 38 4 3 2 Rules for Progressive 38 4 3 3 Create a Progressive Mailing 5 39 4 3 4 Add a Statement to a Progressive Mailing Statement 39 4 3 5 Close a Progressive Mailing 5 39 4 3 6 Cancel Progressive Mailing Staterments sss 40 4 4 APPROVAL OF MAILING 5 65 2 2 202 0405 4 4 4 1 Approval of Mailing 5 41 4 4 2 What Happens when I Submit a Mailing 5
33. 53 Welcome to e LMS Lifecycle of a Mailing Statement As a Mailing Statement progresses through the workflow its status will change as it is processed validated checked amended suspended reversed cancelled or approved e LMS Generator New Statement Appraver Modify Rejected Cancel Reiected System Checks mE E EXE Modifv Reject Manual Checks Awaiting Approval A Cancelled OnHod 2 Approve awaltng EPOS Approved Reversed amp hivuived Draft In Progress Awaiting Approval Approved amp Invoiced On Hold Approved Awaiting EPOS Pricing The Mailing Statement 1s being drafted but 1s not yet complete and has not been submitted The Mailing Statement has been submitted and is being processed The physical mail has been dispatched to the Lodgement Point The automatic system checks have now been completed a Pricing Statement has been issued The job 15 awaiting checks on the physical mail and manual approval The Mailing Statement and the physical mail have passed all checks The job 1s approved for delivery and invoicing Processing of the Mailing Statement has been put on hold pending resolution of an enquiry The Mailing Statement and the physical mail have passed all checks and a Pricing Statement has been issued The job was submitted with the Cash Payment option selected and is awaiting confirmation of EPOS payment
34. AUSTRALI PE e LMS User Guide Electronic Lodgement of Mailing Statements e LMS Version 2 1 Release EX 4 1 Published August 21 2010 Confidentiality and copyright Copyright the Australian Postal Corporation 2005 All rights reserved Material must not be reproduced without permission No part of this document may be reproduced or transmitted in any form or by any means without the express written permission of Australia Post All product names remain trademarks registered trademarks or service marks of their respective owners 11 Table Of Contents WELCOME Beenden 1 1 3 WELCOME TO E LMS HELP sans een ea ie 2 1 2 OVERVIEW sn 3 1 2 1 OVervieW OF E EMS o eek 3 1 2 2 WOrKHOW ii aa 3 1 2 3 Lifecycle of a Mailing 5 eesseeesseeenes 5 1 2 4 WHO Uses eE VISA lt a aaa 6 1 2 5 What s New in 8 1 2 6 How Safe is My 9 LS USING E EMS tai 10 1 3 1 USING ELMS lt A 10 1 3 2 Getting Help inneren 10 1 3 3 Using Online Help ivi A 11 1 3 4 amp EMS ACCOUNT 12 1 3 5 Navigating Around 12 1 3 6 Performing Tasks as 14 GETTING STARTED o asp
35. Code Account Code Description Location Date Created 0000000021 6 3093 1674 Marketing 19 08 2010 Edit Delete 0000000021 6 3094 1674 Graphics 4 08 2010 Edit Delete Page 80 Quick Guides Page 81 eLMS 10 1 Quick Guides e FAQ Site Map Page 82 Quick Guides 10 2 Frequently Asked Questions Who do I call when I need help In V1 7 Tused to be able to modify a mailing statement after it was submitted now I can t Why Can a customer create user accounts and reset passwords When adding a customer charge account why does the number stay in the Pending Accounts logged in as the e LMS Administrator How do I gain access to creating mailing statements When logging in the system will not accept my password Contact the e LMS Help Desk on 1800 287 457 All customers When a mailing statement 1s submitted in Mail Generators V2 0 the Australia Post accounts system calculates the pricing and attaches a pricing statement to the mailing statement Any changes made to the mailing statement would invalidate the pricing To change a Mailing Statement after 1t has been submitted 1t must first be rejected at the Australia Post Business Centre or Outstation you can then modify the rejected statement After you have modified the statement you must submit it again so that 1t can be priced checked and approved Yes In fact your in house e LMS All customers administrator is the
36. Help e To display online help clicl ser guide at the top right corner of any e LMS page The online user guide will be displayed in a separate browser window Use the help toolbar to find the information you want Tell me more about using online help L3 Contents Index search El Glossary Printable User Guide e To download the printable PDF user guide click here 75 You will need Adobe Reader installed on your computer to view and print the user guide National Help Desk e Youcan telephone the Help Desk on 1800 287 457 during normal business hours Training e LMS Training provides a selection of on line training options Contact your Australia Post representative for details Page 10 Welcome to e LMS 1 3 3 Using Online Help To display online help click the help FA icon displayed at the top right corner of any e LMS page Online help will be displayed in a separate browser window so that you can work with both screens open at the same time Help topics are organised into sections which may also be divided into sub sections Use the help toolbar to find the information you need Contents Index 3 search El Glossary What do you want to do Locate a topic in help 1 From the help toolbar click Contents The topics available will be displayed the contents frame on the left 2 From the contents frame click 2 to expand a section 3 Click amp to select a topic The topic will be displayed in t
37. Mailing Statement System generated Mailing Number Statement Number Progressive Mailing System generated Progressive Statement Number Statement Number Unique ID Unique identification code for Mailing Statements supplied by the mail generator Job Number The mail generator s own job number Job Name The mail generator s own job name Invoice Ref The mail generator s own invoice reference Page 49 eLMS Originating The name of the originating Customer Name customer as entered by the mail generator Account Number The charge account number Status The current status of the Mailing Statement To search for a statement 1 Click 60 tab 2 Step 1 Search Details Select one or more search criteria that will identify the statements you want to find For example type the Unique ID for an order or search for multiple statements by date range with the From Date and To Date fields You can use more than one search criteria 4 Step 2 Search Results The statements that match your search criteria will be displayed Page 50 Searching for Mailing Statements 5 3 Viewing Mailing Statements To view a statement you must find the statement and then select the statement or statements you want to view from the search results page From the Search Results page you can In the MS column cl ck the Mailing Statement you want to view Use the checkboxes on the left of the page to select one or more
38. S via an internet browser Internal User An Australia Post employee or contractor Intranet A collection of computers and networks within an organisation that connects users to a range of computer services resources and information L Line Item An entry on a Mailing Statement that details the mail articles for a specified mail service Lodgement Point The location where the mail is physically lodged M Mail Generator A Mailing House that generates mail on behalf of an Originating Customer Mailing House See Mail Generator Mailing Statement The Australia Post document that a customer submits when sending bulk mail MOM Mail Quality Management system that collects information about Non conforming Mail N Non Conforming Mail Originating Customer A Mailing House customer Outstation Australia Post staff that work on site at a Mailing House Page 92 Glossary PreSort lower price rate available to customers that pre sort their mail Pricing Statement A statement that contains the price charged to the customer for processing the Mailing Statement Print Post A service for authorized periodical publications within Australia Q Quantity The number of mail articles in a Line Item entry on a Mailing Statement R RAF The Australia Post system that electronically collects the details of all sales transactions S SHIFT The Shift key on a computer keyboard TAB The Tab ke
39. Summary details for each user that match your search criteria will be displayed to help you identify the user Click the Username of the user you want to modify The details of the selected user will be displayed 6 In the New Password field type a new temporary password 7 Inthe Confirm Password field type the password again 8 43 The following information is displayed on the page mandatory Customer User Details Username First Name Last Name Address Phone Fax E mail Authorisation Details Role Default Lodgement State Your account details are displayed The user s username The user s first name The user s last name The user s address The user s phone number The user s fax number The user s email address The user s role determines the user s authorisation level For more information on roles and permissions refer to the relevant topics in the online user guide Ef This field will only be displayed if you are a Mail Generator y play y The State where this user lodges mail Page 71 eLMS Start Date End Date Inactive New Password Confirm Password The date the user account will be available Optional expiry date for this account This checkbox is used to block and unblock a user account If you are unblocking an account you must also reset the password To reset the user s password type a temporary password The user will
40. atus of a statement Modify a rejected statement Cancel a rejected statement e View audit trail e Search for statements View a Mailing Statement View a Progressive Mailing Statement e Download and print a statement View audit trail e Close a progressive lodgement View a Pricing Statement Page 30 Generating Mailing Statements Page 31 eLMS 4 1 Generating Mailing Statements The details of your order must be specified in a Mailing Statement This provides the information needed to price the mail services provided and to identify and track the mail job What do you want to know about e Creating Mailing Statements e Progressive Mailing Statements e Approval of Mailing Statements e Dealing with Rejected Statements e Searching for Mailing Statements Page 32 Generating Mailing Statements 4 2 Creating Mailing Statements 4 2 1 Creating Mailing Statements What to you want to do e Create a new statement e Confirm details and submit e Save and edit draft statements e Upload a Mailing Statement e Cancel a draft 4 2 2 Create a New Mailing Statement From the navigation menu click Mailing Statement Creating new statement is multi step task You must at least complete all the mandatory fields before proceeding to the next step The following information is displayed at each step in the statement Step 1 Your Details Generating Customer Your details are dis
41. ccount The Maintain Account Numbers page will be displayed The charge account numbers available on your account are displayed in the Active Accounts list box To add a new charge account number e the number in the Account Number field and click 022 When you add an account the system will check the account details before 1t is added to the list of accounts This may take overnight to complete To remove a charge account number e Select the account you want to remove in the Active Accounts list box and click the e To select a group of accounts hold down the SHIFT key e select multiple accounts hold down the CTRL key e clear your selection click a different account number When you have finished maintaining account numbers select another task from the menu or logout To add and remove your own charge account numbers If you need to add or remove your own Australia Post charge account numbers please contact the Help Desk Page 73 eLMS 8 5 Maintain Customer Names You must be logged in as the e LMS Administrator to maintain customer names When you create a new Mailing Statement you can select the originating customer name from a drop down list The names displayed in this list are maintained by the Customer Names administration function To add a customer name 1 From the task menu select Customer Names 2 Inthe Add Customer Name field type the customer name and click 52 The name w
42. ccount will be available Optional expiry date for this account This checkbox is used to block and unblock a user account Type a temporary password The user will be asked to change the password when they login Type the password again Page 69 eLMS 8 3 Maintain Users You must login as Administrator to perform all user administration tasks To view and edit user details Viewing and editing a user s details is a multi step task 1 2 7 Click the tab From the task menu click Modify User The Modify User page will be displayed Step 1 Type the user s details in one or more of the search fields Username the user s e LMS username First Name Last Name Click ESTA Step 2 Summary details for each user that match your search criteria will be displayed to help you identify the user Click the Username of the user you want to modify The details of the selected user will be displayed Make the changes required For information about the fields displayed on this page see the table below Clicks EMT To block a user account Viewing and editing a user s details is a multi step task l 2 6 7 Click the tab From the task menu click Modify User The Modify User page will be displayed Step 1 Type the user s details in one or more of the search fields Username the user s e LMS username First Name Last Name Click REET Step 2 Summary details for each user that
43. e Maintain user accounts e Maintain charge accounts e Maintain customer names Page 68 8 2 Create User Managing Your Account You must login as Administrator to perform all user administration tasks When the system adds a new user account the information you supply will be checked to ensure all mandatory fields have been completed and that the data is valid To create a new user 1 Click the CUA tab 2 From the task menu click Add User The Create User page will be displayed 3 Complete the user details in the displayed fields as described in the table below 4 Click Customer User Details Username First Name Last Name Address Phone Fax E mail Authorisation Details Role Default Lodgement State Start Date End Date Active Password Confirm Password The following information 15 displayed when creating a new user mandatory Y our account details are displayed Type the new user s details in the fields below Type the user s username Type the user s first name Type the user s last name Type the user s address Type the user s phone number Type the user s fax number Type the user s email address Select the role and other account details for this user in the fields below Select from the available user roles Ef This field will only be displayed if you are a Mail Generator The State where this user lodges mail Select the date the user a
44. ejected statements Management Default Internal MGT Default National and State management users can view all statements and reports but cannot Page 7 eLMS create submit modify approve or reject statements Controller Default Internal Admin Default Internal administration Administration n faul and support users have Support and Controller Default different authorisation Help Desk Support Default levels appropriate for Help Desk their defined roles 1 2 5 What s New in e LMS Version 2 0 Release 4 contains numerous upgrades improvements and new functionality Page The Job Number Unique ID now displays on the external user s Home screen lt zmBrowser e LMS v2 0 is now compatible with Mozilla Firefox version 1 5 or later empCustomer Profile A customer can be created without an owner account Also an existing customer can have their owner accounts removed In both situations the customer is set to In active Users belonging to an In active customer can not log into e LMS a m Full Rate and Contracts e When creating a Mailing Statement if the line item is lodged on Full Rate pricing then the text Full Rate does not display on the statement The contract number displays when the line item is lodged using a contract e If there is a contract to lodge for a product account lodgement point combination the Contract drop box 15 replaced with a Select Contract or Full Rate drop box If
45. ement the status of the statement changes from Draft to In Progress and a number of automated system checks are performed If the statement passes these checks a Pricing Statement is generated by the ERP and the status changes to waiting Approval The Pricing Statement reflects the details of the statement and is the basis on which the service will be invoiced If there are problems with any of the system checks the statement will either remain In Progress until the problems are resolved or the statement will be Rejected The reasons for rejection will be recorded and can be viewed from the audit trail When you dispatch the physical mail to the nominated Lodgement Point additional manual checks will be performed to ensure that the physical mail matches up with the details in the Mailing Statement and hence the correct price is charged for the service If the mail passes the manual checks the status of the statement will then change to Approved amp Invoiced If there are problems with any of these checks the order may be rejected and will show a status of Rejected The reasons for rejection will be recorded and can be viewed from the audit trail The statement may also be approved with non conformance issues In this case the mail generator or agent will be alerted to these issues but the order will still be processed The other possible status values include On Hold The order is being held usually at the request
46. eted The following message will display Chargeback Product Details Errors were encountered Please check the fields marked below and try again 1 The Product with code Express Post has one or more associated items and so cannot be deleted 1 The Product with code Express Post has one or more associated items and so cannot be deleted Maintain Chargeback Product List Product Code Description Unit Cost Created Date Express PastC5 Single 4 00 30 09 2010 22 35 16 Edit Delete 9 3 Add Chargeback Cost Centre The creation of an Internal Chargeback Cost Centre is for Ext Generator Customers to create Chargeback Cost Centres for eLMS and NON eLMS related products These fields allow customers to create unique Cost Centres Step 1 Create Code See Image Below Cost Code This is a unique code that the customer creates to assign to account codes Account Code This is a list of account numbers Own Accounts that you wish to apply the Cost Centres to You may apply to one Account Number or all Account Numbers Unit Cost The unit price of each Product shown above Comments Additional information that may be required for creation of this Product Click save Page 77 5 Create a Chargeback Cost Bold fields also marked with a are mandatory Chargeback Cost Centre Details Code Account Code Please Select e Location Description Comments 9 4 Maintain Chargeback
47. format ES Reports displayed on the screen are limited to a maximum of 10000 mailing statements 1 Select to create Report for CSV or HTML download or alternatively create and view the report on screen see above if the report is for less than 10000 mailing statements 2 Click 0 or IST az LB button 3 Click Save The Save As dialog will be displayed 4 Locate the folder where you want to save the file and click Save The progress of the file download will be displayed The time to download the file will depend on the size of the file and the speed of your modem 5 When the download is complete you can either Click Open to view the file e Click Open Folder to display the files in the folder e Click Close Page 57 eLMS 6 3 Reconciliation Report Y ou must login as Administrator to view this report The Reconciliation Report gives details of the items lodged on your accounts The scope of the report can be restricted by date range by account number and by other report filters For example you can report on all lodgements made since the start of the month on a particular account number Creating a report is a multi step task In this first step you will define the filters that control the contents of the report and how you want the report outputted If you choose to display the report once you have verified that the report contains the information you want you can then print or download the rep
48. g statement However if lodged using a contract then the contract number is included on the pricing and mailing statement If there is a contract to lodge for a product account lodgement point combination the Select Contract drop box is replaced by the Select Contract or Full rate drop box If there are no contracts to lodge the article the drop box does not display 5 Answer the questions displayed specific to the selected contract or product 6 In the Number of Articles table type the number of articles corresponding to the categories shown You can make multiple entries in this table Add This Article The page will refresh with the new item displayed in the Line Items section 8 Repeat steps 1 to 7 until you have added all items required on this statement To change a line item quanti Quantity 1 In the Line Items section click 2 Change the number of articles in the Quantity field 3 Click The page will refresh with the new item quantity displayed the Line Items section To delete a line item the Line Items section click next to the item you want to delete The page will be refreshed with the item removed Step 3 Confirm The details you have entered will be displayed Please check that the details you have entered on this statement are correct taking note of the Lodgement Conditions for each type of product and carefully read the Customer Certification before submitting thi
49. he State Controller to initiate this process Batch approval of mailing statements in Awaiting Approval status is now available Statement The base price per kilo is now displayed on the pricing statement Also If the line item is subject to a pick up fee the fee is displayed at the line item level and there is a summary by contract of the pick up fee EmSystem Administration Support staff are able to e test the communication between SAP and e LMS e view the number of mailing statements in a state awaiting a response from SAP e monitor the mailing statement processing e setup system message to communicate to all e LMS v2 0 users 1 2 6 How Safe is My I nformation Australia Post takes security seriously We have implemented enterprise class security systems at all Australia Post facilities including physical and data security measures designed to protect our resources and your information Page 9 eLMS 1 3 Using e LMS 1 3 1 Using e LMS To use e LMS you must have a valid account What do you want to learn about e The types of help information available and where to get 1t e How to use online help 1 3 2 Getting Help Depending on your needs you can get help in several different ways choose the method that best suits the way you work On screen Help e For information about the options on the current page click help with this page to open and close the on screen help message Online
50. he file download will be displayed The time to download the file will depend on the size of the file and the speed of your modem 5 When the download is complete you can either Click Open to view the file e Click Open Folder to display the files in the folder e Click Close 6 Close the Download File dialog f Y ou should always check the Status column before you view download and print a statement In particular draft statements are subject to change or may be cancelled without being submitted Draft statements may be listed on the Search Results page unless you specifically exclude them from your search To exclude draft statements from your search from the Search Details page in the Status section clear the Draft checkbox 5 5 1 XML and CSV Formats Downloadable versions of the Mailing Statement are available in both XML and CSV formats The XML file conforms to the published XML schema for e LMS Mailing Statements You can view CSV files in a spreadsheet program or import directly into a database Page 53 eLMS 5 6 View Mailing Statement Audit Trail You can view a complete transactional history over the entire lifecycle of a Mailing Statement To view the audit trail of a statement you must find the statement and then select the statement you want to view from the search results page To view the audit trail of a statement 1 From the Search Results page in the MS column click the Mailing Statement you want to v
51. he topic frame on the right Locate a topic from the index 1 From the help toolbar click El Index The index of keywords will be displayed the frame on the left 2 Select a keyword from the list If the keyword is found in more than one topic select a topic from the popup list The topic will be displayed in the topic frame on the right Search topics for a keyword 1 From the help toolbar click US Search The search tool will be displayed in the frame on the left 2 Inthe search field type word or phrase and click to list the topics that contain the keyword or phrase 3 Select a topic from the list The topic will be displayed in the topic frame on the right Find definitions of terms 1 From the help toolbar click Glossary 2 In the Term list box scroll down and select the term The definition of the selected term will be displayed in the Definition box below Print a topic 1 Click inside the topic frame on the right 2 From the browser toolbar or menu select the Print Preview command 3 From the Print Preview window choose the option to print from the selected frame 4 Select Print and choose a printer The print options displayed will depend on the version of the browser you are using For more information refer to the help available from your browser Page 11 eLMS 1 3 4 Your e LMS Account To use LMS you must have a valid account Your account details are set up and maintained by
52. iew The Mailing Statement will be displayed 2 From the View Mailing Statement page click To print the audit trail report From the View Audit Trail page 1 At the top right corner of the page click printable The print friendly version of the page will be displayed 2 The Print dialog will be displayed 3 Select your printer and printing options and click Print Audit Trail Report The following information will be displayed in Audit Trail Report Ef The audit trail report is in date order Date The date the task was performed The time recorded 15 in the time zone of the Lodgement Point at which the MS 15 lodged UserID The Username login that performed the task Status The status after the task was performed Detail Details of the task performed including rejection reasons Page 54 Reporting Page 55 eLMS 6 1 Reports You can select from the following standard reports Lodgements e Reconciliation e Users e Chargeback Items Page 56 Reporting 6 2 Lodgements Report You must login as Administrator to view this report The Lodgements Report gives summary information on your lodgements The scope of the report can be restricted by date range by lodgement point and by other report filters For example you can report on all lodgements made during the month of September Creating a report is a multi step task In this first step you will define the filter
53. ill be displayed in the Customer Names box To remove a customer name 1 From the task menu select Customer Names 2 In the Customer Names box select the customer name and The page will refresh with the name removed Page 74 Using Chargeback Functionality Page 75 eLMS 9 1 Adding Chargeback Only Product The creation of an Internal Chargeback Product is for Ext Generator Customers to create Chargeback Products for NON eLMS related products These fields allow customers to create unique product codes Step 1 Create Code See Image Below Product Code This is a unique code that the customer assigns to Products Description A brief description of the product that Chargeback applies to Unit Cost The unit price of each Product shown above Comments Additional information that may be required for creation of this Product Click save Create an Internal Chargeback Product Bold fields falso marked with a are mandatory Chargeback Product Details Product Code Description Unit Cost 0 00 Comments 9 2 Maintain Chargeback Only Product The maintenance of an Internal Chargeback Product is for Ext Generator Customers to maintain Chargeback Products for NON eLMS related products These fields allow customers to maintain unique product codes Maintain Chargeback Product List 2 O HJMH__ AMMMM a Product Code Description Unit Cost Created Date SM2 small envelopes 40 00
54. intended to protect both you and Australia Post from unauthorised use of your account The length of the time out period is specifically designed to cater for the needs of a typical user Page 23 eLMS 2 7 Blocked Account If you attempt to login with an invalid password your user account will be blocked on the third attempt To re activate a blocked account you must contact your e LMS administrator Page 24 Getting Started 2 8 Change Password The rules for creating a password are e Must contain at least 8 characters and not longer than 32 characters e Passwords are case sensitive e You cannot re use an old password To change your password 1 From the navigation menu click Home Your home page will be displayed 2 From the task menu click Change My Password The Change Password page will be displayed In the Current Password field type your current password In the New Password field type your new password In the Confirm New Password field type your new password again p 2540 9 Click Red E Tale 0 a EST pel Page 25 eLMS 2 9 Logging Out To logout from this session click logout which can be found at the top right corner of every page Page 26 Business Procedures Page 27 eLMS 3 1 Business Procedures What do you want to know about e Procedures for Originating Customers e Procedures for Mail Generators Page 28 Business Procedures 3 2 Business Procedures for
55. ling Statement or in the physical mail Y ou must take an appropriate action before rejected Mailing Statement will be processed Reasons for rejection If the reason for rejection is a product category error Y ou can either correct the Mailing Statement or cancel it You must locate the Mailing Statement from the Search page from where you can view edit resubmit or cancel 1t You do not have to make corrections now but a rejected Mailing Statement will not be processed until 1t has been corrected and re submitted If the reason for rejection is an addressing error You must contact the Business Centre where the mail was lodged If the reason for rejection is related to the credit limit on the customer s charge account You must contact your Australia Post account representative To search for rejected Mailing Statements l Click the tab 2 Search for Mailing Statements with a Status of Rejected 3 From the Search results page in the MSF column click the Mailing Statement you want to view To view rejection reasons 1 From the View Mailing Statement page click View Audit Trail 2 Locate the audit trail record that records the rejection 3 The rejection reasons will be listed in the Details column To modify and resubmit a rejected Mailing Statement 1 From the View Mailing Statement page click Modify Rejected 2 Make the corrections required 3 On the final edit page Step 3 Confirm click b
56. match your search criteria will be displayed to help you identify the user Click the Username of the user you want to modify The details of the selected user will be displayed To block the user s account select the Inactive checkbox a tick mark 15 displayed To unblock user account Viewing and editing a user s details s a multi step task 1 2 Click the From the task menu click Modify User The Modify User page will be displayed Step 1 Type the user s details in one or more of the search fields Username the user s e LMS username First Name Last Name Click ESTA Page 70 Managing Your Account 5 Step 2 Summary details for each user that match your search criteria will be displayed to help you identify the user Click the Username of the user you want to modify The details of the selected user will be displayed Clear the Inactive checkbox the checkbox is empty 6 7 Inthe New Password field type a new temporary password 8 In the Confirm Password field type the password again 9 Click To reset the user s password Viewing and editing a user s details is a multi step task 1 Click the CUA tab 2 From the task menu click Modify User The Modify User page will be displayed 3 Step 1 Type the user s details in one or more of the search fields Username the user s e LMS username First Name Last Name 4 Click 5 Step 2
57. mitted the details entered on the Mailing Statement including the pricing contract and the quantities of mail items are sent to the Australia Post ERP system for pricing This ensures that pricing of each statement is done with the latest information and incorporates rates from any applicable contract you may have selected on the Mailing Statement A Pricing Statement 15 generated by the ERP and sent back to e LMS which can be viewed by the originating customer Only the originating customer who 15 being billed for the services 15 permitted to view pricing Page 63 eLMS 7 3 Invoices and Cash Payments The details of the invoice are based on the Pricing Statement which is auto generated by the system and attached to the Mailing Statement Once the Mailing Statement has been approved the Australia Post ERP system will automatically create a billing entry in your account which will appear on your next invoice statement 7 31 Cash Payments If you selected the Paid cash option on the Mailing Statement you must arrange to make payment for the service before it can be finalised When the statement 15 approved the status will change to Approved Awaiting EPOS Pricing and will be held until payment has been received 7 3 2 Reconciling Your Account You can reconcile your consolidated tax invoice against the individual Pricing Statements for each lodgement by referring to the following common fields columns e LMS Pricing Co
58. nd return to the statement later To edit a draft 1 Click 0 tab 2 Locate the draft from the list of Your Recent Drafts 3 Click the fT button next to the draft you want to edit If the statement you want is not listed 1 2 3 Click the tab Search for Mailing Statements with a Status of Draft From the Search Results page in the MS column click the statement you want to edit The draft w ll be displayed Click Edit Page 36 Generating Mailing Statements 4 2 5 Upload a Mailing Statement Mailing Statements can be created outside of e LMS in the XML format The XML file must be well formed and must comply with Australia Post specifications You can obtain a copy of the e LMS v2 0 XML Interface Programmer s Guide from your Australia Post representative To upload an XML Mailing Statement l From the navigation menu click the tab 2 Click the Browse button Depending on the version of Windows you are running either the Choose File or Open File dialog will be displayed This dialog allows you to select a file on your local computer or network 3 Navigate to the folder on your local computer or network where the XML file xml is located and select the file 4 Click Open The dialog will close and the name of the file you are uploading including the full pathname will be displayed in the filename box on the page 5 Click 2414 The contents of
59. nsolidated Tax Invoice Statement Mailing Statement Refer to the Invoice Number No column Customer Account Refer to Customer Account Number Number Lodgement Point Line items are sorted by Lodgement Point Sales Order Refer to the Transaction ID Number column Invoice reference Refer to the Customer Reference Details column If you have questions about your account e Contact your Australia Post account manager who will investigate your query and will be able to take any corrective action that may be required Page 64 About Pricing and Invoices 7 4 Viewing Pricing Statements Only the originating customer who is being billed for the services is permitted to view pricing A Pricing Statement is attached to every Mailing Statement once it has passed the system checks To view a Pricing Statement you must find the statement and then select the statement or statements you want to view from the search results page From the Search Results page you can e In the MSH column click the Mailing Statement you want to view The Mailing Statement will be displayed Usethe checkboxes on the left of the page to select one or more statements and click You can only view pricing on statements with the status of Approved amp Invoiced From the View Mailing Statement page you can then choose To view the Pricing Statement You can only view pricing on statements that have been approved e Click MIS Male EU u
60. nt from the search page or by viewing the audit trail of any of the original Mailing Statements in that batch The Mailing Statements contained in a Progressive Statement are billed progressively and individually as they are finalised like any other Mailing Statement The summary Pricing Statement is provided for reporting purposes only Page 39 eLMS 4 3 6 Cancel Progressive Mailing Statements When you view a Progressive Statement you can cancel the progressive statement by clicking the button This command button will only be available if all statements contained in the batch have the status of To cancel a Mailing Statement l 2 Click the button adjacent to the statement you want to cancel From the View Mailing Statement page click REWI Bu TES UC HI TRU Summary details of the statement will be displayed Type any additional information in the Comments field Click 21418 Page 40 Generating Mailing Statements 4 4 Approval of Mailing Statements 4 4 1 Approval of Mailing Statements Mailing Statements are subjected to various system and manual checks before they are approved for delivery and can be finalised What do you want to know about e What happens when I submit a Mailing Statement e Why has my Mailing Statement been rejected e Whocan approve a Mailing Statement 4 4 2 What Happens when I Submit a Mailing Statement When you submit a Mailing Stat
61. nt friendly version of the page will be displayed Click Aal The Print dialog will be displayed Select your printer and printing options and click Print To return to the List of Users page and change your filter settings click To return to the Reports page and select a different report click To download a list of users 1 From the navigation menu click The Reports page will be displayed 2 From the task menu click External Users The List of External Users page will be displayed 3 Use the fields displayed in the Filter Details section to filter and sort your report 4 Click AEREA Summary details of users that match your filter settings will be displayed Click or The File Download dialog will be displayed 5 Click Save The Save As dialog will be displayed 6 Locate the folder where you want to save the file and click Save The progress of the file download will be displayed The time to download the file will depend on the size of the file and the speed of your modem 7 When the download is complete you can either e Click Open to view the file e Click Open Folder to display the files in the folder e Click Close Page 59 5 6 5 Chargeback Items Report You must login as Administrator to view this report The Chargeback Items Report gives summary information on your Chargeback The scope of the report can be restricted by Cost Centre Code 5 Line Item Product
62. ort Two download formats are available e CSV format files can be viewed and reformatted in a spreadsheet program or import directly into a database HTML is a widely used document format which can be viewed and edited in most word processing programs When appropriate you should always use filters to restrict the size of your report the e LMS database is nationwide and contains a large volume of information Unfiltered reports will take longer to generate are slower to download and are more difficult to manage and format in spreadsheets To create and view a report Ef Reports displayed on the screen are limited to a maximum of 10000 records 1 From the navigation menu click The Reports page will be displayed 2 From the task menu click Reconciliation The Reconciliation Report page will be displayed 3 Use the fields displayed in the Filter Details section to filter and sort your report 4 Click edu NC Tera Summary details of reconciliations that match your filter settings will be displayed 5 To return to the Reconciliation Report page and change your filter settings click 6 To return to the Reports page and select a different report click 8 279 702 SHOWER To download a report in CSV or HTML format Reports are limited to a maximum of 10000 records 1 Select to create Report for CSV or HTML download or alternatively create and view the report on screen see above if the report is for less than 10000 record
63. played This information is supplied by the system and cannot be changed here Generating User The details of the person creating the mailing statement are displayed This information is supplied by the system and cannot be changed here Job Reference The following information is needed for billing and to help you identify the Mailing Statement when you search view and print statements The fields displayed on the page will reflect the tasks you are authorised to perform For example the Progressive Mailing Statement field will only be displayed if you are authorised to make progressive lodgements Progressive Mailing Statement Select the charge account number this order will be billed to Click the drop list button to display the available accounts Select from either the list of Your Accounts or from the list of Your Customer s Accounts You can only select from the accounts displayed in this list You have the option to create a single lodgement or to add the new statement to a Progressive Mailing Statement If you are creating a single lodgement n the Progressive Mailing Statement field select No Single Lodgement To add the statement to an existing Progressive Mailing Statement In the Progressive Mailing Statement field select from the list of existing Progressive Mailing Statements To add the statement to a new Progressive Mailing Statement n the Progressive Mailing Statement field select Create New Progre
64. print the current page You must complete all mandatory fields before selecting a command Other options available on the page help with this page e Click to open and close the on screen help message which 15 specific to the current page Fa user suide e Click to display online help printable e Click to display the print friendly version of the current page logout e Click to end your e LMS session Page 15 Getting Started Page 17 eLMS 2 1 Getting Started What do you want to know about e What do I need to use e LMS e How login Page 18 Getting Started 2 2 Prerequisites for using e LMS The following are required to use an interactive e LMS account 2 2 1 Experience e Basic familiarity with bulk mail procedures e Basic keyboard skills and familiarity with internet browsing 2 2 2 Internet access e Modem 56k or greater 2 2 3 Personal computer e CPU Pentium I or greater e RAM 32 Megabytes or greater e Hard disk storage 50 Megabytes or greater e Operating system Microsoft Windows 95 98 NT4 2000 XP Home XP Pro or later 2 2 4 Browser e Microsoft Internet Explorer 5 5 SP1 or later e Mozilla Firefox 1 5 or later 2 2 95 e LMS e A valid e LMS customer account e valid user login Page 19 eLMS 2 3 Logging In 4 To use e LMS you must have a valid Australia Post e LMS account To login to e LMS 1 Start your internet browser 2
65. r To download the Pricing Statement You can only view pricing on statements that have been approved e Click ME aie LT ES UC LITT e Click 1 uds For more information refer to the Downloading and Printing section in online help To print the Pricing Statement You can only view pricing on statements that have been approved e Click ES LITT e Click Print For more information refer to the Downloading and Printing section in online help Progressive Lodgements If the Mailing Statement 15 part of a progressive lodgement you can also view download and print the summary Pricing Statement A summary Pricing Statement will be generated when each statement in the batch reaches the status of Approved amp Invoiced The summary Pricing Statement will contain the accumulated values of all items in the Mailing Statements contained the progressive lodgement A Pricing Statement 15 also generated for each Mailing Statement the batch The summary pricing statement will only be available 1f at least one statement contained in the lodgement has reached the status of Approved amp Invoiced To view the summary progressive Pricing Statement 1 View any statement the progressive lodgement that has the status of Approved amp Invoiced 2 Click the AMAS 18 button Page 65 Managing Your Account Page 67 eLMS 8 1 Managing Your Account What do you want to do e Create a new user
66. r profiles and maintain the list of Originator accounts used by the Mail Generator Outstation Default Internal Outstation Default An Outstation user can view print and download Mailing Page 6 Welcome to e LMS Authorisation Capabilities Statements generated at their location Outstation Agent Internal Outstation Agent An Outstation Agent has the additional authority to create submit cancel and modify Mailing Statements generated at their location Outstation Approver Internal Outstation Approver An Outstation Approver has the authority to view reject approve hold and modify only when awaiting approval Mailing Statements generated at their location Approver cannot create and submit new statements nor modify rejected statements BC Default Internal Default A BC Business Centre user can view print and download Mailing Statements and Pricing Statements lodged at their mail centre BC Agent Internal Agent A BC Agent has the additional authority to create submit cancel and modify Mailing Statements generated at their location An Agent can also view reasons why Mailing Statements are rejected BC Approver Internal Approver An BC Approver has the authority to view reject approve hold modify only when awaiting approval and reverse Mailing Statements generated at their location An Approver cannot create and submit new statements nor modify r
67. s 2 Click the AG SS LR CR or OMIC button 3 Click Save The Save As dialog will be displayed 4 Locate the folder where you want to save the file and click Save The progress of the file download will be displayed The time to download the file will depend on the size of the file and the speed of your modem 5 When the download is complete you can either e Click Open to view the file e Click Open Folder to display the files in the folder e Click Close Page 58 Reporting 6 4 View List of Users You must login as Administrator to view this report You can view a list of users your account filtered and sorted on selected database field names You can then either print the report directly from e LMS or download the report in CSV or HTML format The CSV format file can be viewed and reformatted in a spreadsheet program or import directly into a database HTML 16 a widely used document format which can be viewed and edited in most word processing programs To view and print a list of users l From the navigation menu click The Reports page will be displayed 2 From the task menu click User The List of Users page will be displayed 3 Use the fields displayed in the Filter Details section to filter and sort your report 4 Click ROCCA Summary details of users that match your filter settings will be displayed 5 To print the list at the top right corner of the page click printable The pri
68. s statement Lodgement Conditions and Disclaimer Text are only displayed during mailing statement creation When the mailing statement is accessed via a search this text does not appear on the mailing statement 4 2 3 Submit a Mailing Statement On the third and final step of creating anew Mailing Statement you will be asked to confirm the details of your order When you click the status of the statement changes from Draft to In Progress and the statement is submitted for a series of checks These checks will identify if there are any inconsistencies in the statement or the physical mail f At the time of creation and submission of a mailing statement that contains a line item with a unit price equal to or below a system parameter lower limit or equal to or greater than a system parameter upper limit the mailing statement has a status of Pricing Check Required These statements are investigated by the e LMS Admin Support or Controller staff who can e correct the potentially invalid price is correct in SAP then submit the mailing statement to SAP for re pricing The mailing statement is moved to the status of Awaiting Approval e validate the submitted unit price then move the mailing statement to Awaiting Approval Ef Business Centre staff should contact the State Controller to initiate this process Page 35 5 4 2 4 Save and Edit Drafts While you are creating a Mailing Statement you can click at any time a
69. s that control the contents of the report and how you want the report outputted If you choose to display the report once you have verified that the report contains the information you want you can then print or download the report Two download formats are available e CSV format files can be viewed and reformatted in a spreadsheet program import directly into a database e HTML is a widely used document format which can be viewed and edited in most word processing programs f When appropriate you should always use filters to restrict the size of your report the e LMS database is nationwide and contains a large volume of information Unfiltered reports will take longer to generate are slower to download and are more difficult to manage and format in spreadsheets To create and view a report Reports displayed on the screen are limited to a maximum of 10000 mailing statements 1 From the navigation menu click The Reports page will be displayed 2 From the task menu click Customer Lodgements The Lodgement Report page will be displayed 3 Use the fields displayed in the Filter Details section to filter and sort your report 4 100515110 Summary details of lodgements that match your filter settings will be displayed 5 To return to the Lodgement Report page and change your filter settings click return to the Reports page and select a different report click To download a report in CSV or HTML
70. ssive MS e Account Number Select the charge account number this order will be billed to Click the drop list button to display the available accounts Select from either the list of Your Accounts or from the list of Your Customer s Accounts You can only select from the accounts displayed in this list Page 33 5 e Originating Customer Name If this job is being submitted on behalf of one of your customers you chose an account from Your Customer s Accounts the originating customer s name will be displayed If this is your own job you chose an account from Your Accounts your business name will be displayed plus any Customer Names that have been added to your Customer s profile Unique ID Type a unique job identifier on which you can search for this order in the database 0 Number Type your job reference number Job Name Type the name of the job e Invoice Reference Details Type additional reference information Lodgement Details Lodgement Point Select the charge account number this order will be billed to Click the drop list button to display the available accounts Select from either the list of Your Accounts or from the list of Your Customer s Accounts You can only select from the accounts displayed in this list Click the drop list button and select from the list of available Lodgement Points You can only select from the locations displayed in this list Paid in Cash Select the
71. t 0 00 Quantity Comments 9 6 Maintain Chargeback Only Item The adding Chargeback Only Item is for Ext Generator Customers to allocate NON e LMS related products to your Internal Cost Centre Codes Step 1 Add Chargeback Only Item See image below Product Code Click on the drop down to select product code from the list Account Code Click on the drop down to select an Account Code note amount allocated in this area does not affect your Australia Post Account Cost Centre Click on the drop down to select a Cost Centre code where the product needs to be charged to Unit Cost 0 00 This unit cost is linked to the selected product code and will automatically display Quantity Enter the quantity of the product required to be charged Comments Additional information that may be required for creation of this item Click save Page 79 eLMS Chargeback cost centres can be edited and deleted To edit a cost centre click the button on the row you wish to change To delete a cost centre click the button on the row you wish to remove Please note that if any codes have transactions associated with them less than 6 months old from time of creation they cannot be deleted The following message will display Chargeback Cost Centres help with this page 1 The Cost Centre with code 0000000021 6 3093 has or more items and so cannot be deleted Your Chargeback Cost Centres Cost Centre
72. tements e View Mailing Statements e View Progressive Mailing Statements e Batch Approve Nailing Statements e Download and Print Mailing Statements e View the Audit Trail Page 48 Searching for Mailing Statements 5 2 How to Find Mailing Statements You can search for and view any statement including drafts statements that are being processed and statements that have been finalised You must select search criteria to locate the statements you want for example you can search for all rejected statements or use the Unique ID to find a particular statement 5 2 1 Using multiple search criteria When you use more than one search criteria the statements found by the search will match all criteria For example if you specify From Date 01 09 2005 To Date 30 09 2005 Status Approved amp Invoiced and leave all other criteria blank the search will locate only those statements that are finalized and were submitted in the month of September 2005 Search criteria The following criteria are available from the search page Field Description Generating The business name of the Mail Customer Name Generator that created and submitted the statements From Date Locates statements that were submitted on or after this date To Date Locates statements that were submitted on or before this date Lodgement State The State where the statement was lodged Lodgement Point The Mail Centre where the statement was lodged
73. that page click the command button at the bottom of the page for example the is displayed at step 3 of creating a new Mailing Statement The button will be displayed on all intermediate steps except the final page Internet Explorer Toolbar When navigating between pages avoid using the Internet Explorer Toolbar Use of the Back button in particular may give unexpected results 3 Australia Post e LMS Microsoft 1 3 t View Favorites Tools Help AE A BOST Ur Page 13 eLMS 1 3 6 Performing Tasks You perform tasks by selecting options entering values and selecting commands from menus fields and buttons on the current page Task Menus You may be given options relating to the current page on a submenu displayed on the left of the page below the navigation menu For example on the home page you can select from the following options Welcome Change Password Your Recent Drafts Your Recent rm li Fields Your task selections are made in fields which may appear in several forms on the page Text box Telephone Number k Please use format 12 34567090 To enter text in a text box Click inside the box 2 text and numbers into the box observing the notes displayed below the box When you have finished typing check the text in the box before moving to another field You can select another field with the cursor or use the Tab key to move to the next field or select a command
74. the XML Mailing Statement will be verified and if the statement passes these checks w ll be automatically submitted A It is your responsibility to ensure any uploaded XML statements have been successfully submitted Once the statement has been uploaded and submitted the statement 1s processed and viewed like any other statement Refer to the online user guide for information on how to view this statement in e LMS and track its progress 4 2 6 Cancel a Draft You can cancel Mailing Statements that have the status of either Draft or Rejected To cancel a recent draft statement l Click the EE tab 2 Locate the draft from the list of Your Recent Drafts 3 Click the 7179 button next to the draft you want to cancel To cancel any draft or rejected statement 1 Click the ob 2 Search for Mailing Statements with a Status of Draft and or Rejected From the Search Results page in the MS column click the statement you want to edit The statement will be displayed 4 From the View Mailing Statement page click 113 CE Summary details of the statement will be displayed 5 Type any additional information in the Comments field 6 ult Ecl Page 37 eLMS 4 3 Progressive Mailing Statements 4 3 1 Progressive Mailing Statements You can use a Progressive Mailing Statement to group Mailing Statements created successively for the same job on the same charge account The Progressive
75. there are no contracts to lodge the drop box 15 not displayed cEmMailing Statements e Lodgement conditions and disclaimer text is only displayed to an external user during mailing statement creations When an external or internal user accesses the mailing statement via a search this text is not displayed on the mailing statement e During mailing statement creation line item quantities can now be modified rather than deleting the mailing statement and re creating with the correct quantity e The Article Type drop box has been re ordered into alphabetical order e When a cubing relevant product is used during mailing statement creation a link to the Cubing Calculator is activated to enable the cubic weight to be calculated Page 8 Welcome to e LMS e Atthe time of creation and submission of a mailing statement that contains a line item with a unit price equal to or below a system parameter lower limit or equal to or greater than a system parameter upper limit the mailing statement has a status of Pricing Check Required These statements are investigated by the e LMS Admin Support or Controller staff who can e correct the potentially invalid price is correct SAP then submit the mailing statement to SAP for re pricing The mailing statement is moved to the status of Awaiting Approval e validate the submitted unit price then move the mailing statement to Awaiting Approval 7f Business Centre staff should contact t
76. ttings will be displayed 5 To return to the Chargeback item Report page and change your filter settings click 6 To return to the Reports page and select a different report click Back to Reports To download a report in CSV or HTML format Ff Reports displayed on the screen are limited to a maximum of 10000 records 1 Select to create Report for CSV or HTML download or alternatively create and view the report on screen see above 1f the report 1s for less than 10000 records 2 Click the or button 3 Click Save The Save As dialog will be displayed 4 Locate the folder where you want to save the file and click Save The progress of the file download will be displayed The time to download the file will depend on the size of the file and the speed of your modem 5 When the download 15 complete you can either e Click Open to view the file e Click Open Folder to display the files in the folder e Click Close Page 60 About Pricing and Invoices Page 61 eLMS 7 1 About Pricing and Invoices The details you enter on the Mailing Statement are used to automatically price the order and generate the invoice The pricing details for a Mailing Statement are contained in a Pricing Statement What do you want to know about How is the price determined e Invoicing and cash payments e Viewing Pricing Statements Page 62 About Pricing and Invoices 7 2 How is the Price Determined When a Mailing Statement is sub
77. utton To cancel a rejected Mailing Statement 1 From the View Mailing Statement page click EWIE 21111211 Summary details of the statement will be displayed 2 Type any additional information in the Comments field 3 Clickee Bi ISE Page 44 Generating Mailing Statements 4 5 2 Check the Status of Mailing Statements The status of a Mailing Statement will tell you the stage the order has reached in the lifecycle of the statement To identify the status of statements you must search the database for the statements you want to check 1 Click the tab 2 Select search criteria that will identify the statements you want to find For example type the Unique ID for an order or search for multiple statements by date range with the From Date and To Date fields You can use more than one search criteria Click 4 The status of statements found by your search will be displayed the Status column To identify why a statement has been rejected view the audit trail 4 5 3 Modify a Rejected Mailing Statement If a Mailing Statement has been rejected you must locate the statement modify it and resubmit it When you resubmit the amended statement the status will change from Rejected to In Progress The resubmitted statement will then be re checked before it can be approved Any rejected statements that are over a month old will be automatically cancelled by the system To locate modify and
78. y a computer keyboard TCP IP A data communications protocol commonly used for connecting computers to the Internet or an Intranet U Upload The electronic process of copying a document on the customer s own computer to a remote location over the internet V Volume The total number of items being lodged under a Mailing Statement W Web A term commonly used to refer to the Internet or the World Wide Web X XML An electronic file format used to transfer information between computers Page 93
79. you change your password you cannot use an old password You are probably using either an unsupported All users version of Windows or an unsupported version of Internet Explorer The application may behave erratically 1f you are using earlier versions of Windows or Internet Explorer or if you attempt to access e LMS from other browsers or operating systems The minimum configurations are Operating system Microsoft Windows 95 98 NT4 2000 XP Home XP Pro or later Internet browser Microsoft Internet Explorer 5 5 SP1 or later or Mozilla Firefox 1 5 or later Ask your e LMS Administrator to add the Mail Generators customer name using the Customer Names function Contact the Australia Post Business Centre Mail Generators where you lodged the mail Yes you can print and download multiple All users statements When you search for Mailing Statements the statements that match your search criteria will be displayed on the Search Results page Use the checkboxes on the left of the page to select the statements that you want to print or download To print the selected statements 1 ClhckiMMI3 M 2 Click printable top right of the page 3 From the Print dialog select your printer and other print options then click Print To download the selected statements 1 Click Ore 7 2 Select CSV HTML format 3 From the Download File dialog click Save 4 From the Save As dialog navigate to

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