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Postalsoft® DeskTop Mailer
Release Notes
DeskTop Mailer 7.90c
November 2008
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Contact information Contact us on the Web at http://service.sap.com
If you find any problem with this documentation, please report it to Business Objects
in writing at
Copyright © 2008 Business Objects. All rights reserved.
Patents Business Objects owns the following U.S. patents, which may cover products that are
documentation@businessobjects.com
.
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Trademarks Business Objects and the Business Objects logo, BusinessObjects, Business Objects
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Third-party contributors Business Objects products in this release may contain redistributions of software
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DeskTop Release Notes
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Introduction
What’s new in this release
Automatic updates. Software revisions and hot fixes will be available to you
by automatic download via the internet. See “Automatic updates” on page 7.
Intelligent Mail updates. Postalsoft complies with the latest USPS
regulations for Intelligent Mail. See “Intelligent Mail” on page 8.
Presorting updates. This release offers many presorting enhancements.
See page 14 through page 19.
Label Toolbox updates. This release offers several Label Toolbox
enhancements. See “Other changes in Label Toolbox” on page 20.
Documentation The complete documentation set includes the following:
Postalsoft
Postalsoft DeskTop User’s Guide
Postalsoft DeskTop Text-Based Printing Guide
Online help, available within the software (Choose Help > About Postalsoft,
®
DeskTop Release Notes
press F1, or use the “?” button.)
To access documentation, choose Start > Programs > DeskTop. Or go to http://
help.sap.com, click Business Objects at the top of the page, and then choose
Postalsoft from the products drop-down list.
Introduction
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USPS news
Move update Effective November 23, 2008, the USPS is updating its move-update
requirements:
The USPS is reducing the window for move-update processing to 95 days
before the mailing date. This means that, for example, addresses used for a
November 23 mailing must have been move-updated no earlier than August
20, 2008.
The new move-update requirement applies to Standard Mail letters, flats,
parcels, and Not Flat-Machinables, and automation-rate and presort-rate
First-Class mail.
Postalsoft offers several methods of move-updating. See your user’s guide or
online help for details.
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DeskTop Release Notes
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Installation
Operating systems Postalsoft runs on the following Windows operating systems:
Windows 2000
Windows 2003 Server
Windows Vista Professional
Windows XP Professional
Install Postalsoft You can install from downloaded files or from a software CD that you ordered.
Before you install Postalsoft, close any open programs, especially antivirus
programs, which can interfere with installation. To install the software, you need
full administrator rights.
To install the software from a downloaded file:
If you downloaded your software from the SAP Service Marketplace (SMP) or
Electronic Software Delivery (ESD) site, then you must unzip the downloaded
files first, before you can install the software. While you’re downloading, make
note of the file name and the location that y ou do wnlo ad to so that y ou ca n easily
locate the file.
1. Locate the downloaded file.
2. Double-click the file that you downloaded to unzip the downloaded files.
Unzip them to a new folder named, for example, Postalsoft790.
3. Go to the Postalsoft790 folder and double-click setup.exe to install the
software.
To install the software from CD:
When you insert the Postalsoft 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.
.NET. 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 directories Directories are available separately from your software. To install directories, you
need full administrator rights.
The process for installing directories may change in the coming months. For the
latest installation instructions, refer t o the instruc tions pro vided in the HTML fil e
that comes with your directories.
To download and extract directory files to your computer:
1. Download the self-extracting directory file from the SAP Service
Marketplace (SMP) or Electronic Software Delivery (ESD) site and specify
where you would like to save the file.
2. Locate and double-click the .exe file that you downloaded.
Installation
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3. When you’re prompted for the location in which to place the zipped directory
file, browse to the folder where you want to place the file and click Install.
4. Repeat steps 1 through 3 for each self-extracting .exe file th at you’re
downloading. If you’re installing ZIP+4, eLOT, DPV, and LACSLink, you
will have four files total.
To load the directories:
1. Open Postalsoft and choose File > Load Directories.
2. In the Load Directories window , select the directories that you want to install.
Diversified directories include ZIP4US and other directories needed for
presorting and address correction.
eLOT directory is used when assigning Line-of-Travel codes for carrier-
route discounts.
DPV directories are used during Delivery Point Validation processing.
DPV is required for CASS certification.
LACS
Link
directories are used during Locatable Address Conversion
System processing (converting rural route addresses to street addresses,
Link
and other types of renaming). LACS
is required for CASS
certification.
3. Click OK.
A Loading Options window appears for each directory that you chose to
install. When you finish loading one directory, the next Loading Options
window appears.
4. If you’re installing from CD, insert the corresponding directory CD as
needed. For example, when the Diversified Directory Loadin g Options
window appears, insert the Diversified Directory CD.
5. In the Loading Options window, specify whether you’re loading the directory
from a Downloaded File or from File Folder / CD. Specify the Source
Location (where you’re loading from), the Destination Location (where
you want the directories installed to), and click Load. Repeat this step for
each type of directory that you're loading.
You can click Browse to search for the location that you’re loading from and to.
You can also click Skip if you do not want to load a particular directory now.
When you load the Diversified directories, the ZIP4US directory is installed to
the destination that you specify. Other smaller directories installed with ZIP4US
are automatically installed to your default directory installation folder.
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DeskTop Release Notes
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Automatic updates
Postalsoft 7.90c includes a new automatic update feature, which makes software
revisions and hot fixes available to you by automatic download via the internet.
You won’t have to go to the corporate web site to download hot fixes and
revisions.
Set options You can choose how often you want the software to check for updates.
1. Choose Tools > Options.
2. In the Options window, click the Software Updates button.
3. In the Software Update Options window, enter your customer number (S
User ID) which is necessary for verification of your account when checking
to see if any updates are available for your software.
4. Choose how often you want Postalsoft to check for software updates:
Option Description
Always Check Every time you open Postalsoft, Postalsoft checks online to see if
there is an update available.
Manually check for updates
Prompt Before
Checking
Never Check Postalsoft does not automatically check for software updates. You
If you didn’t choose to have the software automatically check for updates, you
can manually check for updates yourself. Even if you did choose to auto matically
Every time you open Postalsoft, you are prompted to look for
updates. You can choose to check at that time or dismiss the
prompt without checking.
can check for updates manually.
check at startup, you can manually check at any time by following this step:
1. Choose Help > Check for Updates.
Available Updates window
Updates At the Updates tab, you can see information about available software updates,
The Available Updates window when you choose Help > Check for Updates and
also when the software automatically checks for updates, if updates are available.
and you can choose to download or install the updates now.
Action Description
Download C lick the D ownload button to copy the software update from the server to
your hard disk now . You can install it from your hard disk later . You will be
prompted for a location in which to place the downloaded software. That is
the location you’ll need to access later when you want to install the update.
Install Click the Install button to install updated software to your computer now.
Messages At the Messages tab, you can view announcements about your product and other
news.
Automatic updates
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Intelligent Mail
Postalsoft and Label Toolbox support the latest USPS requirements for Intelligent
Mail (IM).
Timeline The USPS has adjusted the dates by which Intelligent Mail serv ices may be us ed.
A broad overview of the upcoming IM timeline is listed below. These dates are
subject to change.
Timeframe Description
Now You can use Intelligent Mail barcodes on your mail pieces, or you can
continue using Postnet barcodes. You can also use Intelligent Mail transitional sack and tray labels.
February 2009 The USPS plans to announce pricing differences between full service
and basic Intelligent Mail.
April 6, 2009 You can use Intelligent Mail pure 24-digit tray labels.
May 2009 Y ou must print IM barcodes that include delivery point routing codes on
all automation flats.
Postal systems support full-service use of Intelligent Mail, including
automated address correction notices for letters and flats and start-the-
clock information.
Fall 2009 If there’s a price difference between full service and basic, those rates
take effect in Fall 2009.
May 2011 Starting in May 2011, you can no longer use the Postnet barcode.
Postal resources For the most up-to-date information about Intelligent Mail, see the following:
Federal Register Notice
http://edocket.access.gpo.gov/2008/pdf/E8-19339.pdf
and any subsequent
issues
USPS RIBBS web site http://ribbs.usps.gov/
Wording change Intelligent Mail wording within Postalsoft and Label Toolbox is updated to
USPS-preferred wording (Intelligent Mail barcode or IM barcode). You’ll notice
the updated wording within the software interface and also in design files.
Two levels of service: full or basic
The USPS offers two levels of Intelligent Mail service: full and basic. Both of
these options are described below.
Postalsoft DeskTop Mailer offers th e bas ic op tion. If you would like to use the
full-service option, you can upgrade from DeskTop Mailer to Business Edition.
Option Description
Basic service With the basic-service option, you print Intelligent Mail barcodes on
your letter and flat mail pieces. With basic service, serial numbers do
not have to be unique.
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DeskTop Release Notes
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Option Description
Full service With the full-service option, you are required in most cases to use
Intelligent Mail barcodes with a unique serial number to identify each
mail piece.
The USPS’s
for Full-Service Mailings
Full-service automation mailings require Intelligent Mail barcodes
on mail pieces, tray labels used on trays and sacks, and pallets or
other containers (when containerization is required). The Intelligent Mail barcode on the full-service mailpieces must include a
full-service Service Type ID and must include an assigned Mailer
ID, OEL information in the Barcode ID field if an OEL is used,
delivery point information, and unique serial numbers.
A Guide to Electronic Documentation and Appointments
states:
Choosing your barcode type
When you begin setting up a presort, one of the first things you do is to choose
which barcode, if any, to print on your mail pieces.
T o choose the barcode type:
1. Choose Tools > Presort > Sort Set tings.
2. In the Sort for Mailing - Piece Information window, choose the desired
barcode type.
Mailer IDs The USPS-assigned mailer ID is one component that makes up the Intelligent
Mail barcode. You enter mailer IDs in Postalsoft, and Postalsoft keeps track of
them for you so you don’t have to enter the same information repeatedly.
Tracking IDs is especial ly hel pful if yo u p re pare mail ing s for mul tip le c ust omers
and therefore have multiple mailer IDs to keep track of.
You enter mailer IDs in the Intelligent Mail Informa tion win dow. See “Intelligent
Mail Information Window” on page 10.
Mail piece serial numbers
The serial number is another component that makes up the Intelligent Mail
barcode. You can choose to use unique serial numbers for each mail piece or to
use the same serial number on each mail piece, whether you’re using basic or full
service Intelligent Mail.
For basic service, you are not required to use un ique seri al numb ers for each mail
piece. However, you can use unique serial numbers if doing so is beneficial to
your business.
Unique serial numbers If you’re using unique serial numbers, the USPS requires that the serial numbers
be unique for 45 days from the day when the USPS receives the mail.
You are responsible for the uniqueness of the value you get from combining the
mailer ID and serial number. The length of the mailer ID plus the serial number
must be 15 digits in length. This combinatio n shou ld be uniq ue fo r a perio d of 45
days for full service.
To ensure that you meet this requirement, Postalsoft keeps track of the serial
numbers you’ve used and warns you if the serial numbers you’re using are not
unique within a certain number of days (90 by default). You can adjust this setting
(Tools > Options, Intelligent Mail Options).
Intelligent Mail
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Postalsoft tracks serial numbers that are used in Postalsoft. If you’ve used
serial numbers outside of Postalsoft, those are not tracked within Postalsoft,
and you must ensure that the numbers you’re using in Postalsoft haven’t
already been used elsewhere.
Postalsoft tracks serial numbers per computer. If you have Postalsoft
installed on multiple computers, make sure that you’re not reusing the same
numbers on each computer. For ex am ple, you could use serial numbers 19999 on computer A and numbers 10000-19999 on computer B.
Entering serial number
information
Intelligent Mail Information Window
You enter serial number information in the Intelligent Mail Information window.
See “Intelligent Mail Information Window” on page 10.
After you complete the presort wizard (Tools > Presort > Sort Settings), the
Intelligent Mail Information window opens, where you enter information needed
for producing Intelligent Mail barcodes and labels.
New and updated options in the Intelligent Mail Information window:
Option Description
Mailer ID Type a mailer ID number directly in the Mailer ID box, or click Setup
(in the drop-down list) to enter or edit mailer IDs with corresponding
description, if desired, in the Mailer ID(s) window.
Create for each
mail piece
Choose The Same Serial Number if you want to use the same serial
number in the Intelligent Mail barcodes for all pieces in this mailing.
Or choose Unique Serial Number if you want each mail piece in this
mailing to have a unique serial number in its Intelligent Mail barcode.
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For details about other options in the Intelligent Mail Information window, see
your online help.
DeskTop Release Notes
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Intelligent Mail Serial Number History report
You can view a list of serial numbers you’ve used, sorted by Mailer ID, in the
Intelligent Mail Serial Number History report.
To produce the Intelligent Mail Serial Number History report:
1. Choose Print > Reports.
2. Choose the Intelligent Mail Serial Number History report.
3. Click Print to print the report or click Preview to view it on screen.
Intelligent Mail (R) Serial Number History Report Page 1
(From 10/25/2008 to 10/31/2008)
------------------------------------------------------------------------------
Mailer ID 999999999
Piece Serial Numbers
Serial Number Start Serial Number End Date Mail Class
------------------- ----------------- ----------- --------- 1 9999 10/27/2008 Standard
10000 20000 10/28/2008 PSVC
20001 29999 10/29/2008 Standard
30000 39999 10/30/2008 Periodical
40000 49999 10/31/2008 First Class
Tray/Sack Serial Numbers
Serial Number Start Serial Number End Date
------------------- ----------------- -----------
1 599 10/27/2008
600 1000 10/28/2008
1001 2000 10/29/2008
2001 3000 10/30/2008
3001 4000 10/31/2008
Pallet Serial Numbers
Serial Number Start Serial Number End Date
------------------- ----------------- -----------
1 100 10/27/2008
101 200 10/28/2008
Serial numbers shown in the report are those that were used within double
the unique period specified. For example, if you leave the default unique
period set to 90, the report will show all serial numbers used within the past
180 days.
Intelligent Mail
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New Intelligent Mail
The following new Intelligent Mail barcode fields are available to use:
barcode fields
Field name Field kind Length Description
IM_BAR Intelligent Mail
Barcode
65 The encoded barcode in all uppercase.
You can add this field to your database layout and Postalsoft populates it with
the barcode represented as DATF characters when you perform presort posting. You can also export the field for use when printing with other software.
Note: The field is available for exporting even if it’s not part of the layout.
Example IM_BAR field:
ATTFADTDTTFFDDFFDFFATDTTDFFTATFFDTAFFTFAAAFFDAADTFATDFFFTAFDFFFDA
IM_BAR_AC Intelligent Mail
Barcode Alternating Case
65 The encoded barcode in mixed case, which some high-end inkjet printers
require. This field’s even characters (the 2nd, 4th, and so on) are lowercase to
shorten the length of the barcode.
In Postalsoft, you can export the field for use when printing with other software. However, you cannot add this field to your database layout for posting.
Example IM_BAR_AC field:
AtTfAdTdTtFfDdFfDfFaTdTtDfFtAtFfDtAfFtFaAaFfDaAdTfAtDfFfTaFdFfFdA
IMB_RTAUTO n/a 5 For printing container labels in Label Toolbox, this field prints the carrier
route code for the pieces in carrier route direct trays. For all other trays, if the
pieces within the tray are barcoded, the word “AUTO” is output.
To export the Intelligent Mail barcode fields listed above:
1. Choose File > Export and choose settings as you normally would.
2. In the Group Export window, choose Presorted Records and click Next.
Adjustable barcode width
3. In the Export Presort Information window, choose the desired fields,
including IM_BAR, IM_BAR_AC, and/or IMB_ADR, and click Next.
4. Complete the export as you normally would.
Now you can adjust the width of the Intelligent Mail barcode if you’re using a
Windows printer driver. You may need to ad just the width, depending on your
printer’s output, to make the barcode meet USPS requirements for the barcode
width. When you adjust the barcode width in Labe l Toolbox, only the barcode
width is affected — not the height.
If you adjust the barcode width, be sure to ve rify that the barcode is st ill valid
after printing it with your printer.
To adjust barcode width in Label Toolbox:
1. Select the Intelligent Mail barcode on your mail piece desi gn.
2. Right-click and choose Properties.
3. Adjust the Width setting as needed.
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DeskTop Release Notes
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Set default You can change the default Intelligent Mail barcode width if you’re working with
a Windows printer driver. The default setting is used in the following cases:
For any new Intelligent Mail barcode obj ects that you place.
When a new design is created using the Label Toolbox wizard and an
Intelligent Mail barcode is selected to be added to the label.
To adjust the Intelligent Mail barc ode width default in Label Toolbox:
1. Choose Tools > Options.
2. At the Miscellany tab, adjust the Default IM barcode font width for new
objects setting as needed.
Intelligent Mail design files
Postalsoft offers Intelligent Mail design files for address labels and tray and sack
labels. These designs conform to the latest Intelligent Mail standards.
You can use the Intelligent Mail address labels for your mailings now. You can
also use the Intelligent Mail tray and sack transitional labels now. These
transitional labels include both the 24-digit Intelligent Mail barcode and the 10digit Interleaved 2 of 5 barcode.
The USPS is not yet accepting Intelligent Mail tray and sack labels that include
only the 24-digit Intelligent Mail barcode. The USPS has announced that they
will begin accepting the pure 24-digit Intelligent Mail tray labels April 6, 2009.
Until then, you can produce pure 24-digit Intelligent Mail tray labels for your
own testing purposes but not for mailing.
All Intelligent Mail designs contain “IM” in th eir file names. You can see a listing
of all designs in Label Toolbox.
See also For more information about Intelligent Mail, see http://ribbs.usps.gov/.
Intelligent Mail
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Prepare Periodicals fletter-sized mail as flats
Now you can prepare your Periodicals fletter-sized mail entirely as flats.
Previously this was only possible with Standard Mail fletters. Mailing fletters
entirely as flats is an optional feature that c an help you to reduce prod uction costs.
What is a fletter? A fletter is a mail piece whose dimensions qualify it as an automated flat or a
regular letter. The height of the piece is between 6 and 6.125 inches, and the
width is not more than 11.5 inches.
Preparing a fletters mailing
When you presort fletters, you can save on postage by processing the piece s with
a 9-digit ZIP Code as automated flats and the remaining pieces as regular letters.
(The automated flats get a better postage rate.) Or — for Periodicals and Standard
Mail only — you can choose to process all pieces as flats to save on production
costs.
If you choose to process the entire mailing as flats, the non-automation pieces are
charged flats rates, resulting in higher postage rates but reducing production time
and labor costs. You decide where you can benefit the most.
When you presort Standard Mail or Periodicals fletters, you’re given the choice to
prepare the non-automation pieces as letters or flats. The scheme choices that
Postalsoft presents correspond to your selection in this window.
Co-packaging The USPS requires fletters to be co-bundled (co-packaged) when prepared
entirely in sacks. Select the Prepare Copackaged Auto and Reg Pieces opti on in
the scheme details window.
See also For more information, see the following USPS publications:
Postal Bulletin 22081
)
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(http://www.usps.com/cpim/ftp/bulletin/2002/pb22081.pdf
DMM 707.25.1.7 (http://pe.usps.com/cpim/ftp/manuals/DMM300/707.pdf)
DeskTop Release Notes
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Mix simplified mail with non-simplified mail
You can now prepare simplified and non-simplified (normal) walk-sequenced
carrier-route mail in the same Standard Mail letter or flat job. Preparing
simplified and non-simplified mail together in the same mailing can save time
and preparation costs.
Simplified mail is mail that does not contain specific name or address
information. Simplified mail pieces have “Current Resident,” for example, in
place of a name. These pieces are then delivered to every address within a mail
carrier’s route.
When you mix simplified and nonsimplified mail, you are processing a single
mailing list that contains both simplified and non-simplified addresses as
saturation walk sequence.
For more information about simplified mail, see DMM 603.3 at
http://pe.usps.com/text/dmm300/602.htm#wp1079004
USPS requirements Be aware of the following USPS requirements:
Simplified mail and non-simplified mail are combined to count towards the
minimum mailing requirement of 200 pieces or 50 pounds.
Your simplified address routes must meet complete coverage requirements
(see DMM 602.3.2 for more information).
.
For more information about USPS requirements, see DMM 602.3.2.3, 245.6.6,
245.6.7, and 345.6 at http://pe.usps.gov/text/dmm300/dmm300_landing.htm.
Preparation requirements for letters
When mixing simplified mail with non-simplified address carrier-route mail,
Postalsoft separates the simplified pieces and the non-simplified pieces into
separate trays. Postalsoft splits the pieces for the following reasons:
The contents line for simplified address mail is different from the contents
line for saturation carrier-route mail.
The simplified mail is not barcoded, while the saturation carrier-route mail
claiming letter rates is barcoded.
Preparation requirements for flats
Postalsoft prepares simplified address pieces in separate bundles (packages) from
the non-simplified addressed mail. This is for the mail carrier’s convenience in
handling the simplified mail. The simplified mail bundles can be sacked with the
non-simplified mail bundles.
Required fields Before you can mix simplified and non-simplified addres ses in a walk-sequen ced
mailing, the following fields must be present in your record layout:
Walk Sequence
CRRT
ZIP
ZIP+4
Delivery Point add-on
Mix simplified mail with non-simplified mail
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Mixing simplified and non-simplified mail in a walk-sequenced mailing
To mix simplified and non-simplified addresses in walk-sequenced mailing:
1. Choose Tools > Presort > Sort Settings and set up your mailing as usual.
2. When you reach the Presort - Schemes window, click the Details button for
your Standard Mail letter or flats scheme, and set the Retain Walk Sequence
option to Mixed to indicate that you are mixing simplified and nonsimplified addresses in this mailing.
The following values are available for the Retain Walk Sequence option:
Value Description
Yes Indicates a walk-sequenced mailing using normal addresses.
No Indicates that the job is a carrier-r oute LO T m ailing.
Simplified Indicates that the entire job is composed of simplified address pieces.
Mixed Indicates that the job includes some simplified addresses and some
non-simplified addresses.
3. Select other scheme options as needed, and click OK to close the window.
4. In the Presort - Schemes window, click the Walk-Sequence Options button.
5. In the Presort Walk Sequence Options window, select the appropriate walk
sequence option for your simplified mail pieces.
The CDS simplified walk-sequence options are new with this release and
apply to your simplified addresses in the same way that the CDS walksequence options apply to your non-simplified addresses.
Option Description
Use
DSF .DIR
CDS Residential
Select this option if you want to use the DSF (Delivery Statistics File)
directory to determine qualification for the walk-sequence discount.
Select this option only if you are using a Computerized Delivery
Sequence file and if your CDS file contains only residential
addresses.
CDS Business and
Residential
Select this option only if you are using a Computerized Delivery
Sequence file and if your CDS file contains both residential and business addresses.
6. Finish setting up the presort, and process the jo b.
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DeskTop Release Notes
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Move-update method
Now you can indicate your move-update method while setting up a presort job.
The method you indicate will be printed on your Postage Sta tement to show the
USPS that you have the most up-to-date name and address information. This
allows you to obtain discounted rates on your mail pieces.
Postalsoft offers several methods of move-updating. See your user’s guide or
online help for details.
Selecting a move-update method during presorting only indicates which
method you’ve used to perform move-updat ing — it do es not perform move-
updating.
Indicate your moveupdate method
To indicate your move-update method:
1. Choose Tools > Presort > Sort Settings and begin setting up your preso rt a s
usual.
2. When you reach the Sort for Mailing - Mailing Information window, make
your selection from the Move Update Method drop-down list.
<None> means that you have not performed move-updating.
Ancillary Service Endorsement
FASTforward
NCOALink
ACS
Alternative Method applies to First Class only and means that you
consider your mailing list to be 99% accurate.
Multiple indicates that you use more than one move-update method.
For details about move-update requirements and the move-update methods listed
above, see http://ribbs.usps.gov/files/Move_Update/MUP_overview.html
Move Update section
on Postage
A new section called “Move Update method” on Postage Statements 3600R,
3602R and 3602N shows your choice at the Move Update Method option.
Statements
United States Postal Service +-----------------------------------+
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | Post Office: |
| Note Mail Arrival Date & Time |
+--------------------------------------------------------------------------------------------| |
report condensed
================================================================================================================================|
| Mailing |
|================================================================================================================================|
| Move Update method: [^]Ancillary service endorsement [^]FASTforward [^]NCOA Link [^]ACS [^]Alternative method [^]Multiple |
|--------------------------------------------------------------------------------------------------------------------------------|
Move-update method
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Reduced overflow trays
The reduced overflow trays option is availabl e for First Class automation and
Standard Mail automation and machinable letters. Reduced overflow trays may
reduce the number of trays required for a mailing without impacting postage.
Preparation DMM 245.7.5 states:
Instead of preparing overflow trays with fewer than 150 pieces, mailers may
include these pieces in the next tray level when a tray of 150 or more pieces
can be made.
When you choose to use reduced overflow trays, you must g roup the mail that is
going into the next tray level by destination and place it at the front of the tray.
The reduced overflow tray option does not apply to origin, entry 3-digit, or
scheme trays. This means that you’ll have to make additional ov erflow origin/
entry 3-digit/scheme trays because you can’t drop remaining mail to the next
level.
Also note that trays can’t be reduced if your mail is in a 5-digit scheme tray in
which the scheme contains ZIP Codes from multiple 3-digit areas.
The Make Overflow Trays option
To set up reduced or overflow trays:
1. Choose Tools > Presort > Sort Set tings and set up your presort as usual.
2. When you reach the Presort - Schemes window, click the Details button.
3. In the scheme details window, choose from the Make Overflow Trays drop-
down list:
Make Overflow Trays options Description Possible
advantages
None Pieces drop to the next level where they’re
charged a higher rate.
Overflow For extra pieces that don’t fit in the tray, Post-
alsoft creates another (partial) tray of pieces at
May create fewer,
fuller trays.
May decrease post-
age.
the same level. The pieces do not drop to the
next level, where they would be charged a
higher rate
Reduced Places the “overflow” pieces from that level
into the tray for the next level, but keeps postage at the same rate for those pieces.
Reduced trays are not available for Periodicals.
May decrease post-
age.
May create fewer,
fuller trays.
Possible
disadvantages
May increase
postage.
May create more
trays, and the
trays may be less
full.
Reporting overflow mail
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DeskTop Release Notes
Overflow mail is marked with an asterisk (*) on the Qualification report. The
Qualification report also indicates how many pieces in the tray came from the
finer-sorted tray instead of the overflow tray.
Tray Tray Tray Pc/Ver Surchrg Running
Tray # Size Level Zip Group Dest ID NBC 5B 3B AB MB PRESORT SP Totals
------ ---- ----- ----- ---------- ------ ------- ---- ---- ---- ----- ------- ----- ------1 2 5DG 90001 All 315 315
2 2-U 3DG 800 All 264 579
3 *2 3DG 900 90001 All 185 764
Page 19
Other changes
Increased Entry Point Name field size
The Entry Point Name field is now 35 characters long. Previously it was 31
characters long. The extra characters show the facility type before the facility
name. For example:
05001 SCF-WHITE RIVER JUNCTION
You’ll notice the facility type information added everywhere entry point facility
names are given within Postalsoft:
Default Entry Point window
Presort - Entry Point - Details window
Entry Point Details window
Settings Library - Save Entry Point window
When you create new jobs, the Entry Point Name field defaults to 35 characters.
In your existing jobs, change the field length to 35.
To change the Entry Point Name field length to 35:
1. Choose File > Properties > Database.
2. Find the EP_NAME field name (Entry Point Name field kind), and change
Len (length) to 35.
3. Click OK to save your change and close the window.
Other changes
19
Page 20
Other changes in Label Toolbox
North/South Page printing option
If you print labels with the North/South Page option, and th e last page is less t han
full, those labels are now printed in the correct order:
Down the left column of the page.
Then down the right column of the page.
Previously when you selected North/South Page, a non-full last page was printed
in East/West order.
To set printing flow, such as North/South Page, choose Print > Printing Options
and choose an option at the Label Printing Flow tab.
Choose default layout templates
If the current printer in the open design file is a Windows printer, you can choose
a default sack and tray layout template, which will be used by default when you
set up a job through the wizard.
T o set default container templates in Label Toolbox:
1. Choose Tools > Options.
2. Select the Default Wizard Templates tab.
Choose a default template for sack and tray labels from the drop-down lists.
20
DeskTop Release Notes
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