PatentsBusiness Objects owns the following U.S. patents, which may cover products that are
documentation@businessobjects.com
.
offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2,
6,490,593 and 6,289,352.
TrademarksBusiness Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise
are trademarks or registered trademarks of Business Objects SA or its affiliated
companies in the United States and other countries. All other names mentioned herein
may be trademarks of their respective owners.
Third-party contributorsBusiness Objects products in this release may contain redistributions of software
licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2
DeskTop Release Notes
Page 3
Introduction
What’s new in this
release
What’s in your
package
DeskTop Mailer 7.80c includes the following changes:
Redesigned presort wizard. This release of DeskTop Mailer includes many
presorting changes because of mail direction, the USPS rate case, and
Business Objects’ ongoing effort to make DeskTop Mailer easy for you to
use. See “Changes to the overall flow of presort setup” on page 9.
Mail direction.The USPS released a new component of FAST (Facility
Access and Shipment Tracking) called DEPS (Drop Entry Point System) in
May 2006. DEPS replaces the USPS application called Drop Ship Web.
DeskTop now accesses the FAST DEPS data to determine mailing facilities.
See “Mail direction” on page 12.
USPS rate case (R2006-1). The latest USPS rate case goes into effect May
14, 2007. With this rate case, the USPS is adjusting pricing, mail classes, and
mail preparation, to achieve its goal of more efficient mail processing and
making postage rates more accurately reflect the true costs of processing
various types of mail. See “Introduction to the USPS rate case” on page 16.
Additional mail types supported. DeskTop Mailer now supports First Class
parcels and Standard Mail irregular carrier-route parcels.
Your shipment includes the following:
Postalsoft
Postalsoft
Enhanced Line of Travel (eLOT) Directory April 2007 CD
Delivery Point Validation (DPV) Directories April 2007 CD (included only if
®
DeskTop 7.80c program CD
®
Diversified Directories April 2007 CD
you purchased the DPV option)
LACS
Link
Directories April 2007 CD (included only if you purchased the
Link
option)
LACS
These release notes
DocumentationThe complete documentation set for DeskTop includes the following:
Postalsoft® DeskTop Release Notes
Postalsoft® DeskTop User’s Guide
Postalsoft® DeskTop Quick Tour
Postalsoft® DeskTop Checklist
Postalsoft® DeskTop Text-Based Printing Guide
Online help, available within the software
You can access documentation in the following places:
Your computer. Choose Start > Programs > DeskTop.
Customer Portal. Go to www.firstlogic.com/customer and click
“Documentation.” You can view PDFs online or save them to your computer.
Introduction
3
Page 4
USPS news
Rate caseUSPS rate case R2006-1 goes into effect May 14, 2007.
This rate case includes postage rate increases and
significant mail preparation changes.
For more information, see “Introduction to the USPS rate case” on page 16.
(If you use DeskTop PostalCoder, the rate case does not affect you.)
CASS Cycle LCASS Cycle L goes into effect August 1, 2007. With CASS Cycle L, Delivery
Point Validation (DPV) and LACS
Link
will be required. For details about CASS
and CASS Cycle L, see
CASS 3553 report. Starting with CASS Cycle L, which goes into effect
August 1, 2007, the CASS report will be produced only when you perform
Link
DPV and LACS
DPV and LACS
DPV and LACS
Link
Link
processing.
are available in DeskTop Mailer with the purchase of the
options. For more information or to purchase these options,
contact your dealer or sales representative, or contact Business Objects at
http://www.postalsoft.com
.
4
DeskTop Release Notes
Page 5
Tips & tricks
24-hour access to
Knowledge Base
Downloading updated
software and
directories
You can access the Knowledge Base anytime. Log in to
www.firstlogic.com/customer
with your ID and password. Then
click Support Center on the left. In the Support Center, you can:
Find answers to your questions in the product Knowledge Base.
Log an incident to ask Customer Support a question and view prior incidents.
Check an order or shipment status.
Download software and directories.
Access online seminars, such as Getting Started with DeskTop.
Access online documentation.
Chat with other DeskTop users in the Customer Forum.
When updated software and directories are available, you can download the files
from the Customer Portal and begin using them right away. You don’t have to
wait for the package to arrive in the mail.
1.Open the email message from Business Objects telling you about the updated
software or directories.
2.In the email message, click the “To begin downloading” link.
3.Enter your user name and password to log into the Customer Portal.
4.Click the “download - zip” link to proceed with downloading. Each product
and directory is listed as a separate zip file to be downloaded.
5.At the File Download window, click Save to save the zip file to the computer.
6.At the Save As window, browse for a location to save this file to, and click
Save. The download process begins.
7.At the Download Complete window, click Open Folder if you want to unzip
the file now (or repeat steps 4-6 to download more files). If the Download
Complete window is closed, open Windows Explorer to browse for the
downloaded zip file. Next, you’ll unzip the downloaded file.
Unzipping the
downloaded file
To unzip the file:
1.Browse for the location where the zipped file is stored.
2.Double-click the .zip file to open the unzip utility (for example, WinZip).
3.Follow the unzip utility instructions to place the file(s) as follows:
File typeUnzip the files to this location
SoftwareUnzip the files into a new folder on the computer desktop (for example, make a new folder
called Software). After you unzip the file, open the folder that you unzipped it to and double-click the
Setup.exe
file to begin installation. Installation proceeds like it would from
CD.
Postalsoft Diversified directory
files and eLOT
Highlight all
.dir
files and unzip them to the location where the directories are installed.
When you unzip directory files into the correct folder, you do not need to choose File >
Load Directories.
DPV or LACS
Link
directory filesUnzip these files to your DPV or LACS
Link
directories folder. When you unzip directory
files into the correct folder, you do not need to choose File > Load Directories.
Tips & t ric k s
5
Page 6
Installation
Required installation
for DeskTop Mailer
If you prepare presorted mailings with DeskTop Mailer, you must install this
update and use it for any mailings that you will drop on or after May 14, 2007,
because of the USPS rate case, which goes into effect May 14, 2007.
Installation for
DeskTop PostalCoder
If you use DeskTop PostalCoder:
Installation of this software update is required anytime before the next
software update. You are not required to install before May 14.
Installation of the updated directories is required.
You can skip reading page 9 through the end of these release notes.
Operating systemsDeskTop runs on the following Windows operating systems:
Windows 2000
Windows XP Professional
Windows 2003 Server
Install over 7.72c or
install to separate
location
DeskTop Mailer 7.80c includes the rate-case changes. Therefore, you must not
use 7.80c to prepare mailings that you’ll deposit before the rate-case
implementation date (May 14, 2007) and you must use it to prepare mailings that
you’ll deposit on or after May 14, 2007.
It’s important to time installation of DeskTop Mailer appropriately for your
business. Two choices are available to you: install over your 7.72c installation or
install 7.80c to a separate location.
When you open a job in version 7.80c, you cannot access that job again in
version 7.72c.
Installing over 7.72cYou can install DeskTop Mailer 7.80c in your usual location, overwriting
software version 7.72c (this does not overwrite your data files). If you overwrite
version 7.72c with version 7.80c, any mailings that you prepare must not be
submitted until on or after May 14, 2007. If you do not need to prepare mailings
far in advance, consider delaying installing 7.80c until you need to prepare the
mailings that you’ll deposit on or after May 14.
When you install 7.80c over 7.72c, your saved settings and preferences from
7.72c are transferred to 7.80c.
Installing to a separate
location
You can install DeskTop Mailer 7.80c in a separate location. This allows you to
keep using version 7.72c to prepare mailings through May 13, 2007, and use
version 7.80c to prepare mailings that you’ll deposit on or after May 14.
One option to consider is installing 7.80c to a separate location so that you can
familiarize yourself with the new presort setup, even if you don’t need to prepare
mailings in advance. Then on May 14, uninstall 7.80 and re-install it in your
7.72c location (overwriting version 7.72c) to transfer your saved settings and
preferences from 7.72c to 7.80c.
6
DeskTop Release Notes
Page 7
Install DeskTopClose any open programs, especially antivirus programs, before you begin
installing DeskTop. Antivirus software can interfere with installation.
To install the software, you need full administrator rights.
When you insert the DeskTop program CD in your CD-ROM drive, the
installation program should start automatically. If it doesn’t, follow these steps:
1.Access your Windows Start menu and choose Run.
2.In the Run window, type x:\setup (where x is the letter of your CD-ROM
drive) and click OK.
Consider your upcoming mailing dates when choosing the installation path.
!
See “Install over 7.72c or install to separate location” on page 6 for details.
During software installation, a delay may occur while the Microsoft .NET
Framework is installed. Please be patient and allow installation to finish.
When installation is complete, the installation program restarts your computer.
Install the directoriesTo load directories, you need full administrator rights. Follow the instructions
below to install the directories.
To load directories:
1.Open DeskTop and choose File > Load Directories.
2.In the Diversified Directories group, type the path or browse to the location
where you want the ZIP4US directory installed. You will choose the zipped
ZIP4US directory later.
3.In the eLOT Directory group, choose an option. eLOT is used to assign Lineof-Travel codes for carrier-route discounts.
To copy the eLOT directory from the eLOT CD to a local drive, choose
the Load eLOT To option and enter or browse to the desired location.
To use the eLOT directory from the eLOT CD, choose the Use eLOT
From CD-ROM option.
If you do not use eLOT, choose the Do Not Use eLOT Directory option.
4.If you own the Delivery Point Validation (DPV) option, select the Load DPV
Directories To option and enter or browse to the location that you want to
copy the directories to.
The DPV and LACS
However, they must be stored in the same location as the DPV and LACS
Link
directory files can be installed to any location.
Link
files that are installed with the software.
5.If you own the LACS
Link
option, select the Load LACSLink Directories To
option, and enter or browse to the location that you want to copy the
directories to.
6.When you finish defining your settings, click OK.
7.Insert the Diversified Directories CD, choose the zipped directories file, and
click OK.
Installation
7
Page 8
DeskTop unzips the ZIP4US directory to the location you specified. Other
smaller directories zipped with ZIP4US are automatically installed to your
default directory installation folder.
8.If you are loading the eLOT, DPV, and/or LACS
Link
directories, when
prompted, insert the corresponding CD, specify the location of your drive,
and click OK.
If you use DeskTop PostalCoder, you can skip the rest of these release notes.
8
DeskTop Release Notes
Page 9
Changes to the overall flow of presort setup
Th
This release of DeskTop Mailer includes many presorting changes because of
mail direction, the USPS rate case, and Business Objects’ ongoing effort to make
DeskTop Mailer easy for you to use.
Updated presort setupThe following changes to the presorting area of DeskTop Mailer reflect Business
Objects’ ongoing commitment to making DeskTop Mailer easier for you to use.
Some presort-related windows and options have new names.
Some options in presort-related windows are in a different location.
Some presort-related windows appear earlier or later in the presort-setup
sequence.
Some new presorting options are related to mail direction. See “Mail
direction” on page 12.
Some new presorting options are related to rate case. See “Introduction to the
USPS rate case” on page 16.
Take a moment to familiarize yourself with the presort setup windows and every
option available. Check the online help if you don’t recognize or understand an
option.
To set up presorting, choose Tools > Presort > Sort Settings.
New flowWhen you choose Tools > Presort > Sort Settings to access the presort setup
wizard, you’ll encounter the following windows, in this order:
1.Sort for Mailing - Piece Information. Enter information about your mail
piece and then click Next to advance.
e circled
options are
new with this
rate case.
Select the
Piece Is Barcoded option
to indicate
that you are
barcoding this
mail piece.
Barcoding
affects availability of processing
categories,
schemes and
discounts.
Select the
Piece Is Rigid
option if your
mail piece
does not meet
USPS flexibility
requirements
(see page 17).
2.Sort for Mailing - Sorting Information. Enter details about the mail
sortation. DeskTop Mailer helps you by narrowing down your choices based
Changes to the overall flow of presort setup
9
Page 10
on the information you entered in the Sort for Mailing - Piece Information
With
window. For example, if you indicated in the Sort for Mailing - Piece
Information window that the mail piece is barcoded, then automation options
are available in the Sort for Mailing - Sorting Information window. Click
Next to advance.
the USPS
changed most
processing categories. See
page 19 for a
list of new processing categories.
Choose a
processing
category from
one of the
drop-down
lists.
3.Sort for Mailing - Periodical Information (shown if you selected
Periodicals in the Sort for Mailing - Sorting Information window). Enter
details about your periodicals mailing. Click Next to advance.
rate case,
4.Sort for Mailing - Mailing Information. Enter details about the mailing,
including the estimated mailing date. The mailing date helps to determine
which postal facilities are valid for your mailing, and so you must enter the
mailing date before you can select a mailing facility. See “Entering the
estimated mailing date” on page 14 for details. Click Next to advance.
5.Presort - Entry Point. Set up your entry point(s). Click Next.
6.Presort - Schemes. The software chooses appropriate sortation schemes for
you. Click Details for each selected scheme to fine-tune your preparation
10
DeskTop Release Notes
Page 11
details, as needed. Click Next and then click Begin Presorting to perform the
presort.
Online helpUse the online help to learn more about any features that you’re not familiar with.
You can access DeskTop Mailer’s online help in the following ways:
Press F1.
Choose Help > Postalsoft Help Topics.
Click the “?” button and then click the option you’d like to learn about.
See alsoFor more information about significant presorting changes included in this
release of DeskTop Mailer, see
“Mail direction” on page 12.
“Introduction to the USPS rate case” on page 16.
Changes to the overall flow of presort setup
11
Page 12
Mail direction
FAST (Facility Access
and Shipment
Tracking)
Starting with this release, when you claim destination discounts, DeskTop Mailer
uses USPS FAST data to determine valid Bulk Mail Centers (BMCs), Area
Distribution Centers (ADCs), and Sectional Center Facilities (SCFs) for your
mailings based on the mailing date and the mail piece’s shape and class. Some
postal facilities accept only certain mail classes and shapes, because of their
sorting equipment.
USPS FAST data is updated regularly, when facilities change what mail they
accept and process. For instance, if a postal facility is closed because of a natural
disaster, the FAST data is updated to divert mail from that facility to another
facility.
The concept of postal facilities changing what they accept and diverting mail to
other facilities is known as mail redirection or mail direction.
The FAST data that DeskTop Mailer uses to determine valid facilities for your
mailings is part of the FAST drop-date scheduling program. Your participation in
the FAST drop-date scheduling program is optional and in no way affects your
use of FAST data within DeskTop Mailer. If you’re interested in this program, see
the FAST web site for more information (see “Resources” on page 13).
New FAST directoriesFAST data is stored in two new directories, which replace the SCF (Sectional
Center Facilities) directory:
Facility.dir contains information about USPS drop-ship facilities, such as
drop-site keys, drop-site names, and drop-site delivery addresses.
Maildirect.dir contains information about where and when mail pieces
should be dropped in order to receive discounts based on class and shape.
Business Objects updates these directories regularly and provides these updates
to you.
Directory updatesThe facility.dir and maildirect.dir directories are included in your bi-monthly or
monthly directory shipments and are loaded appropriately during the directory
installation process. However, the USPS updates FAST data continually, and you
may want access to this updated data more frequently. Therefore, updated FAST
directories are posted on the customer portal on the second Thursday of each
month. If the second Thursday falls on a holiday, then the directories are available
the day before.
To download the directories:
1.Go to https://customer.firstlogic.com/downloads/
.
2.Enter your user name and password to log in.
3.Click Download Center.
4.Click Mail Direction.
5.Select the maildirection.zip file to download.
6.When prompted, save the .zip file to a temporary area (for example, c:\temp\dirs).
12
DeskTop Release Notes
Page 13
7.When the file is downloaded, double-click the .zip file and unzip the
facility.dir and maildirect.dir files into the location where the Postalsoft
directories are currently installed (by default, c:\Postalsoft\NatlDirs).
The .zip file contains both facility.dir and maildirect.dir. The .zip file also
includes .upd files, which you can ignore.
ResourcesTo learn more about FAST, see the following online resources:
RIBBS site. Go to http://ribbs.usps.gov/, click “FAST/Surface Visibility”
and then “Click Here For Additional Information in the Document
Repository.” Much of the FAST information posted on RIBBS is about the
FAST program for scheduling drop dates.
FAST site . Go to https://fast.usps.com/fast/main.action (or click “Go to
FAST” on the DeskTop Mailer Start Here pane). Some information on the
FAST web site is for people who use FAST for scheduling drop dates. If you
are not enrolled in that program, you can still view the latest FAST data on
their web site. See “Verifying entry points” on page 13 for instructions.
Verifying entry pointsWhen planning mailings, you can use the FAST web site to learn about the postal
facilities where you’d like to submit your mailing. You can also use the FAST
web site if you suspect an error in the data. For example, if you previously
entered this same exact mailing at a certain postal facility, and now that facility is
not available as a choice in DeskTop Mailer. You can verify that the facility
information is correct on the FAST web site.
You must verify your entry points. It is your responsibility to ensure that
!
the facility where you want to drop your mail is indeed valid for your
mailing. Communicate with the acceptance clerk at the postal facility and
check the FAST site to learn if an entry point is new, has been deleted, or has
been split.
Palletization exception. Some facilities accept only pallets or do not accept
!
pallets at all. You must contact the facility or check the FAST site to learn
about that site’s acceptance of pallets and whether you can or must not drop
mail there. DeskTop Mailer does not verify the facility’s acceptance of
pallets for you — you must confirm this yourself.
To view the latest FAST data online:
1.Click the “Go to FAST” link on the Start Here task pane in DeskTop Mailer.
(Or type https://fast.usps.com/fast/main.action
in your internet browser.)
2.Click the Facilities link.
3.Follow the instructions on screen to search for a facility.
4.When information for the specific facility that you’re interested in is
displayed on screen, review the information carefully to ensure that it is a
valid facility for your mailing.
Mail direction
13
Page 14
5.Click the Additional Info link to see more about the selected facility. On this
screen, you can see what types of mail the facility accepts, whether they
accept pallets or not, what discount applies at that facility, what ZIP Code
ranges they accept for discounts, the dates that this information is valid, and
so on.
Drop site keyA drop site key is a unique identification code assigned to each entry point. You
can use this information when verifying your entry points. The drop site key is
listed in several places:
FAST we b s ite (https://fast.usps.com/fast/main.action).
DeskTop Mailer’s entry point setup windows.
DeskTop Mailer’s Job Summary report.
Entering the paths for
the new directories
Entering the
estimated mailing
date
Specify mailing date
during presort setup, not
after
The paths to the FAST directories are set automatically when you install them. If
you need to change these paths, follow the instructions below.
1.Choose To o ls > O p ti on s .
2.In the Presorting section, click the File Locations button.
3.In the Presort File Locations window, type the path to facility.dir and maildirect.dir, or browse for their locations.
4.Click OK to save your settings and close the window.
SCF directory. DeskTop Mailer no longer uses the SCF directory.
Therefore, the path for the SCF directory no longer appears in the Presort
File Locations window.
Previously you entered the mailing date after setting up many other presort
settings. Now, because FAST data takes into account the dates that facilities are
available, the mailing date is needed before you can select a mailing facility.
When you set up a mailing and you reach the Sort for Mailing - Mailing
Information window, enter the date that you expect to submit your mailing at the
postal facility.
Because the mailing date affects the availability of postal facilities, you can no
longer change the mailing date after presorting (Tools > Presort > Mailing Info).
Blank mailing dateIf you’re mailing First Class or you’re dropping at a small facility (one that is not
a BMC, ASF, SCF, or ADC), your mailing is not eligible for destination
discounts. Therefore, you can leave the estimated mailing date blank.
Postage statementThe estimated mailing date is printed on the postage statement. If you do not enter
an estimated mailing date in the software, then the date will not be printed on
your postage statement, and you will need to fill it in by hand.
Choosing the entry
point
To select an entry point, you choose it from a drop-down list, as you’ve done in
previous versions of DeskTop Mailer. The list of available BMC/ASF, ADC, or
SCF entry points is limited to those that are valid for your mailing based on the
14
DeskTop Release Notes
Page 15
information you provided about the mailing and mail piece. (You can also choose
“Other” entry points — smaller post offices that do not offer destination
discounts.)
Upgrading old jobs. When you open DeskTop Mailer files from older
!
versions in 7.80c, you must re-select any entry points that aren’t “Other”
entry points. Re-selecting the entry points for upgraded jobs is necessary
because of the switch from scf.dir to the FAST directories and will not be
necessary with future upgrades.
Likewise, if you previously set a default entry point, you must re-select it
now. Choose Tools > Options, and then click Default Entry Point.
If you use the Entry Point Settings Library to store your entry points, you
will need to update them.
Mail direction
15
Page 16
Introduction to the USPS rate case
The latest USPS rate case (R2006-1) goes into effect May 14, 2007. With this rate
case, the USPS is adjusting pricing, mail classes, and mail preparation to achieve
its goal of more efficient mail processing and making postage rates more
accurately reflect the true costs of processing various types of mail.
Periodicals. Rate-case changes for Periodical mail go into effect July 15,
2007, and are not included in this release of DeskTop Mailer. However, this
release does include changes to Periodical processing categories to help you
transition to the next rate case implementation. See “Mapping old processing
categories to new” on page 19.
Shape-based pricingOne of the most significant changes with this rate case is the introduction of
shape-based pricing. Until now, the USPS used a weight-based method to
determine postage costs. With this rate case, postage is based on the mail piece’s
shape, size, thickness, rigidity, weight, and barcoding.
ResourcesFor more information about the rate case, visit the following USPS sites:
http://www.usps.com/ratecase/ contains information about this rate case.
http://pe.usps.gov/text/dmm300/dmm300_landing.htm contains the
Domestic Mail Manual (DMM), which lists all mailing rules for all classes
and types of mail. The DMM will be updated with the latest rate case
information on May 14, 2007.
http://www.postalsoft.com includes a “Rate Case Readiness” section.
Definition of termsPlease note the following definitions of postal terms as they apply to your
mailings. Some of these definitions are revised from previous usage, and some of
the terms are completely new with this rate case.
Specific requirements regarding the number of pieces required and the
characteristics of the mail piece vary by mail class and shape. See the DMM for
specific requirements for each mail class and shape.
Automated letterLetter-sized mail piece that is both:
Automation-compatible, meaning that the mail piece meets USPS
requirements for machinable mail. The USPS will process this mail on their
equipment.
Barcoded, meaning that you will apply the barcode before submitting the
mailing to the USPS.
Flats dimensionsThe length of a flat-sized mail piece is now the longest
dimension. (Previously, length was perpendicular to the
address label.) Height is the dimension perpendicular to
Height
the length.
Length (the longest
Note: The dimension that the USPS calls length is
dimension)
called width in DeskTop Mailer.
16
DeskTop Release Notes
Page 17
Machinable letter or flatLetter- or flat-sized mail that meets USPS requirements for processing on their
equipment.
The term “machinable” also applies to parcels and the new NFMs. See “Not flat-
machinable (NFM)” on page 17 for details.
Nonautomation letterPeriodical letter-sized mail that you are not barcoding.
Nonmachinable letter or
flat
Letter- or flat-sized mail that does not meet USPS requirements for processing on
their equipment. It may be too flimsy or too rigid, for example. Nonmachinable
rates are higher; therefore, do not choose this category if your mail piece is
machinable.
The term “machinable” also applies to parcels and the new NFMs. See “Not flat-
machinable (NFM)” on page 17 for details.
Not flat-machinable (NFM)NFM is a new processing category for Standard Mail pieces of a certain size
(overlapping the flats and parcels dimensions) that are too rigid to be processed
on USPS flats-sorting equipment. Also, pieces that were formerly processed as
UFSM 1000 flats are now considered NFMs.
Two processing categories are available for NFMs:
Machinable NFMs weigh more than 6 ounces.
Irregular NFMs weigh less than 6 ounces.
The USPS offers a decision tree to help you determine if your piece is an NFM.
Testing the flexibility
and droop of your flatsized mail piece
Visit http://pe.usps.com
For a piece to be considered a flat, it must meet the
flexibility requirements as stated in DMM 301.1.4. If
your mail piece is not flexible according to the
and look for a Quick Service Guide for NFMs.
following test, select the Piece Is Rigid option in the
Sort for Mailing - Piece Information window.
a. All flats:
1. Place the piece with the length parallel to the
edge of a flat surface and extend the piece halfway
off the surface.
2. Press down on the piece at a point 1 inch from the outer edge, in the center
of the piece’s length, exerting steady pressure.
3. The piece is not flexible if it cannot bend at least 1 inch vertically without
being damaged.
4. The piece is flexible if it can bend at least 1 inch vertically without being
damaged and it does not contain a rigid insert. No further testing is necessary.
5. Test the piece according to 1.4b or 1.4c below if it can bend at least 1 inch
vertically without being damaged and it contains a rigid insert.
b. Flats 10 inches or longer that pass the test in 1.4a and contain a rigid
insert:
1. Place the piece with the length perpendicular to the edge of a flat surface
and extend the piece 5 inches off the surface.
Introduction to the USPS rate case
17
Page 18
2. Press down on the piece at a point 1 inch from the outer edge, in the center
of the piece’s width, exerting steady pressure.
3. Turn the piece around and repeat steps 1 and 2. The piece is flexible if both
ends can bend at least 2 inches vertically without being damaged.
c. Flats less than 10 inches long that pass the test in 1.4a and contain a
rigid insert:
1. Place the piece with the length perpendicular to the edge of a flat surface
and extend the piece one-half of its length off the surface.
2. Press down on the piece at a point 1 inch from the outer edge, in the center
of the piece’s width, exerting steady pressure.
3. Turn the piece around and repeat steps 1 and 2. The piece is flexible if both
ends can bend at least 1 inch vertically without being damaged.
DMM 301.1.4
Automation flatFurthermore, for a flat to qualify as an automation flat, it must pass the USPS
deflection test (see DMM 301.3.2.4), which tests how much the piece droops
when held over the edge of a hard surface. The USPS rules state that a mail piece
is automation-compatible if it meets the other automation requirements and
passes the following deflection test:
a. For pieces 10 inches or longer:
1. Place the piece with the length perpendicular to the edge of a flat surface
and extend the piece 5 inches off the surface. Turn the piece around and
repeat the process.
2. The piece is automation-compatible if it does not droop more than 4 inches
vertically.
b. For pieces less than 10 inches long:
1. Place the piece with the length perpendicular to the edge of a flat surface
and extend the piece one-half of its length off the surface. Turn the piece
around and repeat the process.
2. The piece is automation-compatible if it does not droop more than 1 inch
less than the extended length. For example, a piece 8 inches long would
extend 4 inches off a flat surface. It must not droop more than 3 inches
vertically.
c. For pieces with bound or folded edges, perform the test in 3.2.4a or
3.2.4b above by placing the bound or final folded edge perpendicular to
the edge of the flat surface.
DMM 301.3.2.4
18
DeskTop Release Notes
Page 19
Mapping old
processing categories
This rate case introduced many changes to processing categories for almost every
class and shape of mail.
to new
Mail typeProcessing categories
Pre-rate caseRate case R2006-1
First Class lettersAutomated letterAutomated letter
LetterMachinable letter
Nonmachinable letter
PostcardPostcard
Double postcardDouble postcard
First Class flatsAFSM 100 flatAutomated flat
FlatMachinable flat
Nonmachinable flat
First Class parcels
UFSM 1000 flat
n/a
n/a
First Class parcel
Standard Mail lettersAutomated letterAutomated letter
LetterMachinable letter
Nonmachinable letter
Standard Mail flatsAFSM 100 flatAutomated flat
FlatMachinable flat
Nonmachinable flat
n/a
Machinable not flat-machinable (NFM)
Standard Mail parcels
UFSM 1000
n/a
Irregular NFM
Irregular parcelIrregular parcel
Machinable parcelMachinable parcel
Barcoded machinable parcelMachinable parcel
Periodicals lettersAutomated letterAutomated letter
LetterNonautomation letter
Periodicals flatsFlatMachinable flat
Nonmachinable flat
AFSM 100Automated flat
UFSM 1000Alternative auto. flat
Introduction to the USPS rate case
19
Page 20
Processing categories
for each mail class
The following table shows valid processing categories for each mail class.
Mail shapeProcessing categoryFirst Class
(1C)
Periodicals
(PER)
Standard
(STD)
LetterAutomatedXXX
MachinableXX
NonmachinableXX
NonautomationX
FlatAutomatedXXX
MachinableXXX
NonmachinableXXX
Alternative Auto.X
PostcardSingle postcardX
Double postcardX
ParcelMachinableXX
IrregularXX
Machinable NFMX
Irregular NFMX
Updating your jobsWhen you open DeskTop Mailer 7.72c files in version 7.80c, DeskTop Mailer
tries to “translate” your old settings appropriately for the new rate case. It’s
important that you go through the presorting wizard (Tools > Presort > Sort
Settings) and examine every option and whether it is appropriate for your
mailing.
Summary of changesFor more information about rate-case changes in DeskTop Mailer, see:
“Rate-case changes: First Class letters” on page 21
“Rate-case changes: First Class flats” on page 22
“Rate-case changes: First Class parcels” on page 23
“Rate-case changes: Standard Mail letters” on page 24
“Rate-case changes: Standard Mail flats” on page 27
“Rate-case changes: Standard Mail parcels” on page 28
“Rate-case changes: Standard Mail NFM parcels” on page 30
“Rate-case changes: Reports” on page 32
20
DeskTop Release Notes
Page 21
Rate-case changes: First Class letters
For First Class letters, rate-case changes include:
Removal of the automated carrier route automation preparation level.
New minimum tray volume and maximum piece weight restrictions.
Changes to machinable letter preparation.
Surcharge for nonmachinable letters that weigh 1 ounce or less.
Removal of enhanced
carrier-route discount
The USPS no longer offers discounts for automation carrier-route letter-sized
mail. Therefore the following options are no longer available in DeskTop
Mailer’s 1C Automation Letters scheme:
Make Carrier Route Trays.
Make 3-Digit Carrier Route Trays.
Minimum Car. Route 5 Digit Tray.
The Car.Route choice in the Sort Until Have Completed drop-down option.
Maximum Number of Pieces to Drop: Automation to Regular
New tray minimumThe USPS’s new minimum requirement for a full tray is 85% of the tray length.
DeskTop Mailer displays a warning message if the minimum tray length is set to
less than 85%.
Processing categoriesProcessing categories for First Class letters are:
Automated letters, for barcoded mail up to 3.5 ounces.
Machinable letters (new with this release).
Nonmachinable letters (new with this release).
Postcards.
Double postcards.
The new machinable letters and nonmachinable letters processing categories
replace the old “letters” processing category.
Processing categoryDescription
Machinable lettersIf you select the automated letter or machinable letter processing category, DeskTop Mailer per-
forms machinable preparation sortation for the pieces that do not qualify for automation sortation.
Machinable letters cannot exceed 3.3 ounces in weight (see DMM 230.5.2).
The 5-digit and 3-digit tray preparation levels were removed. However, the origin 3-digit trays,
AADC trays, and MAADC trays are retained. All nonautomation mail will receive the presorted
rate, regardless of tray level.
Because machinable letters are now their own processing category, the following options are no
longer available in DeskTop Mailer:
Use Machinable Preparation
Make Machinable 5-Digit Trays
Nonmachinable lettersLetter-sized mail with one or more nonmachinable characteristics or that weighs more than 3.3
ounces must be prepared as nonmachinable letters.
Any letter-sized pieces that weigh 1 ounce or less and have any of the nonmachinable charac-
teristics in DMM 201.2.1 are subject to a $0.17 nonmachinable surcharge. Nonmachinable
letters over 1 ounce are charged the First Class letter rates based on weight.
Rate-case changes: First Class letters
21
Page 22
Rate-case changes: First Class flats
For First Class flats, rate-case changes include:
UFSM 1000 flats must now be processed as parcels.
Rigid flats must now be processed as parcels.
AFSM 100 flats are now automated flats.
Some former flats
now parcels
Change to processing
categories
Other than the rate increase, the only significant change to First Class flats in this
rate case is that some mail pieces that previously were mailed as First Class flats
must now be mailed as First Class parcels. The following types of mail are
affected by this change:
UFSM 1000 pieces.
Rigid, flat-sized pieces, such as DVDs.
See “Rate-case changes: First Class parcels” on page 23 for details.
The processing category formerly called AFSM 100 is now called automated
flats. Also, the processing category formerly called flats is now split into
machinable flats and nonmachinable flats.
22
DeskTop Release Notes
Page 23
Rate-case changes: First Class parcels
First Class parcels are new with this rate case. Rigid mail pieces, such as DVDs,
that you may have previously mailed as First Class flats must now be mailed as
First Class parcels instead.
Pieces that were previously processed as First Class UFSM flats are now First
Class machinable parcels.
PreparationSome criteria for First Class parcels are listed below. See DMM 435.5.0 for
details.
Packaging is not required for parcels that are .5 inch thick or greater and
placed in a sack to the same destination to which they would otherwise be
packaged.
Packaging is not required if the parcels are so large that 10 pieces or fewer fill
a sack.
Required levels for both packaging and sacking are 5-digit, 3-digit, ADC,
and mixed ADC.
A 10-piece minimum applies to all package levels except mixed ADC, which
has no minimum.
A 10-pound minimum applies to all sack levels except mixed ADC, which
has no minimum.
The USPS allows you to balance or level sacks. For example, given the sack
minimum of 10 pieces and a maximum of 14 pieces, if you had 15 pieces,
you could build two sacks (one with 8 pieces and one with 7).
A minimum of 500 pieces is required for a First Class parcels mailing.
New processing
categories and
scheme
Two new First Class parcels processing categories (irregular and machinable) and
the new First Class parcels mailing scheme are now available.
Processing category Description
MachinableUse the machinable processing category if your mail piece is
barcoded, weighs more than 2 ounces, and is rectangular.
IrregularUse the irregular parcels processing category if your mail
piece is not barcoded, weighs less than 2 ounces, or is irregularly shaped (a tube, triangle, or ball shape, for example).
A surcharge applies to all pieces that meet one or more of the
following criteria:
Piece is not barcoded.
Piece weighs less than 2 ounces.
Piece is irregularly shaped (tube, triangle, ball.)
Rate-case changes: First Class parcels
23
Page 24
Rate-case changes: Standard Mail letters
For Standard Mail letters, rate-case changes include:
Removal of the automation carrier-route preparation.
Changes to enhanced carrier-route (ECR) preparation.
New minimum tray volumes and maximum weight restrictions.
Split of nonautomation 3/5 and basic rates.
Automation 5-digit scheme required for 5-digit rate eligibility.
Changes to machinable letter preparation.
Removal of the nonmachinable surcharge.
Removal of
automation carrierroute rates
Changes to enhanced
carrier-route
preparation
The USPS no longer offers automation carrier-route rates for Standard Mail
letters. Therefore the STD Enhanced Carrier Route Automation Letters scheme is
no longer available in DeskTop Mailer.
Carrier-route preparation has changed for automation-compatible, enhanced
carrier-route letters that weigh up to 3.5 ounces. DeskTop Mailer must now make
full trays out of automation-compatible, barcoded, enhanced carrier-route letters
weighing up to 3 ounces. If your mail piece weighs 3 ounces or less, the
following options will appear grayed out in the Standard Mail enhanced carrier
route letters scheme:
Make 3-Digit Carrier Route Trays.
Minimum Carrier-Route 5-Digit (Full or At Least __ Pcs.).
DeskTop Mailer forms packages only if the pieces are card sized.
See DMM 245.6.6 and 245.6.7 for details.
Letter vs. flat ratesThe following must occur for your pieces to get the letter rate:
Pieces weigh no more than 3.5 ounces.
Pieces are automation letter compatible and have a full barcode on them.
If one or more of the following conditions are met, your enhanced carrier-route
letters will receive the ECR flat rate:
Nonmachinable ECR letter-size piece weighs more than 3.3 ounces.
Processing category is not set to Automation Letter
Pieces are not automation-compatible or do not have a full barcode on them
(select the Use ECR Reg Flat Rates option).
New tray sequenceThere is a new tray sequence for automation-compatible pieces that weigh up to 3
ounces (see DMM 245.6.7):
1.Carrier Route Direct Trays are required. The minimum amount for a full tray
is 85%. No packaging or overflow trays.
2.5-digit Carrier Routes Trays are required. The minimum amount for a full
tray is 85%. Pieces are grouped by carrier route using separator cards. No
packaging or overflow trays.
3.3-digit Carrier Route Trays are required. Packaging is required for less than a
full tray; otherwise it is not allowed. Pieces are grouped by carrier route using
separator cards.
24
DeskTop Release Notes
Page 25
The following pieces follow the current rules for enhanced carrier route letter
trays. See the DMM 245.6.6 for more information.
Pieces weighing greater than 3 ounces, pieces that are not automation
compatible, or pieces that are not delivery point barcoded follow the current
rules for enhanced carrier route letter trays.
A mix of pieces that are over and under the 3 ounce limit. DeskTop Mailer
follows the current rules when preparing walk-sequenced carrier-route mail.
The processing category Automated Letter is considered automation-
compatible. Card size pieces are not affected.
Destination rate changesThe Destination Delivery Unit (DDU) discount is no longer available for
Standard Mail carrier-route letters. You can deposit letter-size pieces at a DDU
facility, but you must prepare them in carrier-route trays, and they must be
addressed for delivery within that facility’s service area (enhanced carrier-route
only). DDU entry for Standard Mail letters is intended for local mailers of small
quantities and for letters with simplified addresses.
Pieces eligible for DDU entry are eligible for Destination Sectional Center
Facility (DSCF) rates under either of the following conditions:
Pieces are prepared as simplified walk sequence.
Pieces are contained within a single mailing of fewer than 2500 pieces.
DeskTop Mailer assigns the DSCF discount for simplified walk-sequence pieces
(DMM 246.5.2). For other carrier-route preparation, DeskTop Mailer applies
DSCF rates at the DDU if the total number of pieces qualified at the entry point is
less than 2500.
In addition, the DSCF discount applies to carrier-route letters that you deposit at
entry points of type “other” when the DDU option is selected.
New tray minimumThe new minimum requirement for a full tray is 85% of the tray length.
Rate changesThe following rate changes were made for Standard Mail Letters.
Old rateNew rate
New machinable and
nonmachinable
processing categories
Nonautomation
3/5 rate
Nonautomation
basic rate
Processing categories for Standard Mail letters are:
Automated letters, for barcoded mail.
Machinable letters. See below.
Nonmachinable letters. See below.
Split into separate 5-digit and 3-digit rates for mail in 5-digit and 3digit trays.
Split into separate Area Distribution Center (ADC) and Mixed Area
Distribution Center (MADC) rates for mail in ADC and MADC trays.
The new machinable letters and nonmachinable letters processing categories
replace the old “letters” processing category.
Rate-case changes: Standard Mail letters
25
Page 26
Because a machinable letters processing category is now available, the following
options are no longer available in the regular letters scheme:
Machinable lettersIf you select the automated letter or machinable letter processing category, DeskTop
Mailer performs machinable preparation.
Changes to machinable letter preparation:
The 5- and 3-digit tray preparation levels are removed.
Machinable letters can weigh up to 3.3 ounces.
Nonmachinable lettersIf you select the nonmachinable letter processing category, DeskTop Mailer performs
nonmachinable preparation.
Changes to the nonmachinable letter preparation:
Letter-size pieces weighing more than 3.3 ounces and prepared as nonmachinable letters are mailed at not flat-machinable (NFM) rates, unless they qualify for automated
letter or enhanced carrier-route rates. The nonmachinable surcharge is eliminated. See
also “Rate-case changes: Standard Mail NFM parcels” on page 30.
Nonmachinable letters weighing 3.3 ounces or less will pay the new nonmachinable
letter rates.
5-digit scheme
required for
automated letters
To qualify for the automation 5-digit rate, you must prepare both the 5-digit
scheme and the 5-digit tray levels. To prepare both 5-digit and 5-digit scheme
trays, select the new Make 5-Digit/Scheme Trays option in the STD automated
letters scheme.
26
DeskTop Release Notes
Page 27
Rate-case changes: Standard Mail flats
For Standard Mail flats, rate-case changes include:
AFSM 100 flats are now called automated flats.
UFSM 1000 flats are now Standard Mail not flat-machinable (NFM) parcels.
See “Rate-case changes: Standard Mail parcels” on page 28 and “Rate-case
changes: Standard Mail NFM parcels” on page 30.
The maximum size of carrier route flats has increased.
Enhanced carrier
route flats
Previously enhanced carrier-route flats were limited in size to no more than 14
inches high, 11.75 inches long, and 0.75 inches thick. Now enhanced carrier-route
flats share the same size limits as all Standard Mail nonautomation flats. See
DMM 301.1.
Processing categoriesProcessing categories for Standard Mail flats are:
Automated flats, for automation-compatible, barcoded flats that meet the
flexibility requirements. See “Testing the flexibility and droop of your flat-
sized mail piece” on page 17.)
Machinable flats, for automation-compatible, unbarcoded flats.
Nonmachinable flats, for flats that are neither barcoded nor automation-
compatible.
Preparation of
automated flats
Scheme preparation for both 5-digit/scheme and 3-digit/scheme is required.
DeskTop now automatically prepares L007 and L008 schemes. Therefore, the
Make 5DG Scheme (L007) Packages option and the Make 3DG Scheme (L008)
Packages option are no longer available in DeskTop.
Rate-case changes: Standard Mail flats
27
Page 28
Rate-case changes: Standard Mail parcels
For Standard Mail parcels, rate-case changes include:
New preparation for all parcels.
Split of 3/5 and basic rates.
Removal of the barcoded machinable parcels discount.
The introduction of the new “not flat-machinable” (NFM) parcels. See “Rate-
case changes: Standard Mail NFM parcels” on page 30 for details.
Preparation changes
for machinable
parcels in sacks
Preparation changes
for irregular parcels in
sacks
If you prepare parcels at the 5-digit level, you must also prepare them at the 5digit scheme level, and vice-versa. Because of this change, the Prepare 5-Digit
Sacks option was renamed to Prepare 5-Digit/Scheme Containers.
The preparation sequence for machinable parcels is:
LevelOptional or
required
5-digit/5-digit scheme
Optional10 pound minimum except when entered at
(L606)
Minimum
DDU.
ASFOptional10 pound minimum.
BMCRequired10 pound minimum.
Mixed BMCRequiredNo minimum.
Packaging is no longer permitted, except for carrier-route irregular parcels. If you
prepare the 5-digit level, then you must also prepare the 5-digit scheme level, and
vice-versa. Because of this change, the Prepare 5-Digit Sacks option was
renamed to Prepare 5-Digit/Scheme Containers. See DMM 445.5.4.4 for details.
The preparation sequence for irregular parcels is:
LevelOptional or
required
Minimum
28
DeskTop Release Notes
5-digit/5-digit scheme
(L606)
Optional10 pound minimum except when entered at
DDU.
3-digitRequired10 pound minimum.
Origin/entry 3-digitOptionalNo minimum.
ADCRequired10 pound minimum.
Mixed ADCRequiredNo minimum.
The STD Irregular Parcels scheme has been split into two schemes:
STD Carrier Route Irregular Parcels, for carrier-route preparation (packaged)
— new with this release.
STD Irregular Parcels and NFMs, for regular preparation (not packaged).
All irregular parcels that you prepare at the carrier-route rate must be of uniform
thickness so that they can be packaged securely.
Page 29
Rate levelsRegular and non-profit rates are available for machinable and irregular parcels.
MachinableThe machinable parcel rates are as follows.
RateDescription
5-digitThis rate applies to parcels you prepare in:
5-digit/scheme sacks that contain at least 10 pounds.
One or more parcels in 5-digit containers that you drop-ship to a DDU
(see DMM 445.3.2).
BMCThis rate applies to parcels you prepare in ASF or BMC sacks that contain
at least 10 pounds.
Mixed
BMC
This is a new rate that applies to machinable parcels that are not eligible
for either the 5-digit or BMC rate. Such parcels are sorted in mixed BMC
sacks (see DMM 445.3.2).
IrregularIrregular parcel rate levels are as follows.
RateDescription
Carrierroute
This rate applies to parcels that you prepare as carrier-route packages.
Saturation, high-density, and basic rates continue to be available.
5-digitThis rate applies to parcels you prepare in:
5-digit/scheme sacks that contain at least 10 pounds.
One or more parcels that you drop-ship to a DDU (DMM 445.5.4.4).
3-digitThis rate applies to parcels you prepare in 3-digit sacks that contain at
least 10 pounds.
ADCThis rate applies to parcels you prepare in:
ADC sacks that contain at least 10 pounds.
Optional 3-digit origin sacks.
Mixed ADC This rate applies to irregular parcels in mixed ADC containers.
Barcode discount
eliminated
The USPS eliminated the discount given to barcoded machinable parcels. Instead,
a surcharge applies to any parcel (irregular or machinable) that’s not barcoded.
The barcoded machinable parcel processing category has been removed.
Irregular parcels may use either the UCC/EAN barcode or the Postnet barcode.
You can print these barcodes with Label Toolbox.
Rate-case changes: Standard Mail parcels
29
Page 30
Rate-case changes: Standard Mail NFM parcels
NFMs are newNot flat-machinable (NFM) is a new type of Standard Mail parcel. According to
the USPS, “This subcategory provides mailers a lower-than-parcel rate option for
pieces that do not meet the new standards for flats.”
http://www.usps.com/ratecase/_pdf/FinalRule.pdf
NFMs are:
Pieces that are too rigid to process as flats.
Pieces that were previously processed as UFSM 1000 flats.
DeskTop Mailer converts your old UFSM jobs (if any) into NFM jobs.
NFM dimensionsThe physical standards for NFMs are described in DMM 401.2.2.2. The
following are valid dimensions for the NFM processing category:
Unit of measurementRequirements for NFMs
Height4 – 12 inches
Length or width4 – 15.75 inches
Thickness 0.009 – 1.25 inches
Note: Pieces that are less than 5 inches in length must be
over 0.25 inches thick.
— see page 20
Processing categoriesThe following two new processing categories replace the UFSM 1000 flats
processing category in Standard Mail:
Irregular NFM is for NFM pieces that weigh less than 6 ounces.
Machinable NFM is for NFM pieces that weigh 6 ounces or more.
Preparation for
irregular NFMs in
Preparation for irregular NFM pieces is described in DMM 445.6.3.2. Packaging
is not permitted when NFMs are prepared in sacks. The preparation is as follows:
sacks
LevelRequired or
optional
5-digit/scheme using
Optional10 pound minimum unless drop-shipped to DDU
L606
Minimum
(then there’s no minimum)
3-digitRequired10 pound minimum
Origin/entry 3-digitsOptionalNo minimum
ADCRequired10 pound minimum
Mixed ADCRequiredNo minimum
30
DeskTop Release Notes
Page 31
Preparation for
machinable NFMs in
sacks
Preparation for machinable NFM pieces is described in DMM 445.6.3.3.
Packaging is not permitted when you prepare NFMs in sacks. The preparation is
as follows.
LevelRequired or
optional
Minimum
5-digit/schemeOptional10 pound minimum unless drop-shipped to DDU (then
there’s no minimum)
ASFOptional
10 pound minimum
Permitted
only for mail
deposited at
ASF to claim
DBMC.
BMCRequired10 pound minimum
Mixed BMCRequiredNo minimum
RatesNFM pieces have their own rates for regular and nonprofit. These rates are
described in DMM 443.5.5
A 5-cent surcharge applies to some NFM pieces (see DMM 443.4.4).
BarcodesBarcoded Standard Mail parcels and NFMs are not subject to the 5 cent
surcharge. DeskTop does the following:
If you prepare your NFM pieces by using the STD Irregular NFMs and
Irregular Parcels scheme, you must print a Postnet barcode on each piece.
If you prepare your NFM pieces by using the STD Machinable NFMs and
Machinable Parcels scheme, you must print the UCC/EAN barcode on the
piece (in Label Toolbox only).
If you plan to barcode your NFM pieces, select the Piece Is Barcoded option in
the Sort for Mailing - Piece Information window. If you do not select this option,
DeskTop Mailer applies the $0.05 surcharge.
The 5-cent surcharge does not apply to pieces sorted to 5-digit ZIP Codes (5digit/scheme sacks).
Rate-case changes: Standard Mail NFM parcels
31
Page 32
Rate-case changes: Reports
Updated postage
statements
The updated postage statements reflect the rate-case changes. Some statements
are now 3 pages long. DeskTop Mailer correctly produces the updated postage
statements for you.
Foreign pieces are no longer included on Postage Statement 3541. DeskTop
Mailer does not calculate postage for the foreign pieces. (You can still print and
preview Periodical foreign-piece labels. Choose Print > Printing Options >
Presort Printing Options, and check the Foreign Pieces option in the Print Labels
For section.)
Updated Qualification
Report
The Qualification report also includes rate-case changes, such as the terminology
changes and different rate levels. First Class parcels are reported under the
Presorted Rates section in the Qualification report. The new “Surchrg NBC”
column tallies the number of pieces that received the nonbarcoded surcharge.
USPS Qualification Report Page 1
Mailer Name: MAIL OWNER NAME Mail Id: 0001 Date: 31-MAY-2007