Business objects PRESORT 7.81C User Manual

Presort

Release Notes

Presort 7.81c

June 2007

Contact information Contact us on the Web at http://www.firstlogic.com/customer

If you find any problem with this documentation, please report it to Business Objects
in writing at

Copyright Copyright © 2007 Business Objects. All rights reserved.

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[e-mail]

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are trademarks or registered trademarks of Business Objects SA or its affiliated
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may be trademarks of their respective owners.

Third-party contributors Business 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

Presort Release Notes

Install Presort

See the System Administrator's Guide for complete installation instructions for all
platforms. Below find a summary for each platform.

What’s in this release You must install Presort 7.81c because of the rate changes that go into effect on

15 July 2007. Note that there will be post-release revisions due to the complexity
of this release, delays in the PAVE certification process, and so on. Business
Objects will notify you know when these revisions are available.

We implemented the following in Presort 7.81c:

 Rate case changes for Periodicals - The USPS made changes to the

Periodicals mail class. See “Rate case change set for 15 July 2007” on

page 6.

 Mail.dat - Presort 7.81c supports only Mail.dat 07-1 for all mail classes. See

“Mail.dat” on page 20.

 Postage Statements - There are several changes made to the postage

statements. See “Postage statement changes” on page 22.

Note: Mixed-class co-mail is not supported in this release. We will follow up
with this functionality in a subsequent release.

Parallel installs Make sure you run all of your pre-rate-case Periodicals jobs before you install

Presort 7.81c. If you need to prepare both pre- and post-rate case jobs, install this
version to a different location from the location where your current version
resides.

Installation advice To simplify installation, read the following tips before you begin:

 You should give the contents of this software shipment to your system

administrator. Business Objects recommends that our software be installed
only by, or with the approval of, the system administrator.

 You’ll find your software CDs in the CD case(s).

 Although you can install your applications and directories in any order, we

recommend that you install software first and then directories.

 If you install on multiple operating systems, check the bottom of the CD label

for the appropriate operating system.

Install on Windows When you insert the CD, the installation program should start automatically. If it

doesn’t, follow these steps:

1. Click Start.

2. Click Run to open the Run window.

3. Type x:\setup (where x is the letter of your CD-ROM drive) in the Open text
box.

4. Click OK. The installation program will start.

Install on UNIX To install, use the console installation for the Java Runtime Environment

explained in Business Objects System Administrator’s Guide.

Install Presort

3

Run Edjob and scripts You must run Edjob on all of your existing Presort jobs to update them to the new

changes and functionality included in Presort 7.81c. For instructions on running
Edjob, see the Edjob User’s Guide.

4

Presort Release Notes

Documentation

Complete documentation set

The following documents are included with your installation of Presort:

 Presort Release Notes (this document)
 Presort Job-File Reference
 Presort User’s Guide

All documents are available in PDF (Portable Document Format). You need
Adobe® Reader® installed on your system to view this file.

Install Reader To install Adobe Reader, open the AdbeRdr70_enu_full.exe located on your

Presort CD.

Access the latest documentation

You can access product documentation in several places:

 On your computer. Release notes, manuals, and other documents for each

product that you have installed are available in the Documentation folder.
Choose Start > Programs > Business Objects Applications >
Documentation.

 On the Customer Portal. Go to www.firstlogic.com/customer, and then

click the Documentation link to access all the latest product documentation.
You can view the PDFs online or save them to your computer for viewing or
printing.

Documentation

5

Rate case change set for 15 July 2007

The latest USPS rate case implementation for Periodicals mail goes into effect 15
July 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.

Presort made changes to the following:

 Periodicals

 Outside-county mail (see page 8)

 Reports (see page 12)

 Output posting (see page 16)

 Letters (see page 17)

 Flats (see page 17)

 Mail.dat (see page 20)

 Postage statement changes (see page 22)

The Periodicals
co-palletization

Reminder: Starting in Presort 7.80c, the Presort option for Periodicals co­palletization experimental program was removed.

experimental program
has expired

For more information For more information about the changes, see the following websites:

 To help you determine if you are ready for the rate case, go to http://

www.postalsoft.com and look for the Rate Case Readiness section on the

right side.

 To view rate adjustment information, go to http://www.usps.com/ratecase/.

 To view Postal Bulletins, go to http://www.usps.com/cpim/ftp/bulletin/

pb.htm.

 To view Federal Registers (FRNs), go to http://ribbs.usps.gov/fedreg.html.

 To view the Mailing Standards of the United States Postal Service, Domestic

Mail Manual (DMM), go to http://pe.usps.gov/text/dmm300/

dmm300_landing.htm.The DMM lists all mailing rules for all classes and

types of mail. Please note, however, that the DMM will not be updated with
the latest rate case information until 15 July 2007.

6

Presort Release Notes

Definition of terms Please 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 and the dimensions and weight and other characteristics (for
example, flexibility) of the mail piece vary by mail class and shape. See the
DMM for specific requirements for each mail class and shape.

Bundle vs. package Note that Presort uses the term bundle and package interchangeably. They are the

same thing.

Automated Letters Automated letters are letter-sized mail piece that meet the DMM 201.3 standards.

Specifically, these pieces are:

 Automation-compatible, meaning that the mail piece meets USPS

requirements for machinable mail. These requirements are available in DMM

201.3.0. The USPS will process this mail on their equipment.

 Barcoded, meaning that you will apply the barcode before submitting the

mailing to the USPS. Mailers can choose this category without barcoding, if
their piece is physically compatible.

 Automated letters will be assigned the Periodicals “barcoded” letter rates if

the address information exists to produce the barcode.

PER Nonmachinable
letters

PER Nonmachinable letters are Periodicals letter-sized mail that again meets the
DMM 201 Periodicals letter standards, but they do not include a barcode OR they
do not meet all of the standards.

PER Nonmachinable letters will be assigned the Periodicals “nonbarcoded” letter
rates.

Flats dimensions The 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
the length.

Note: The dimension that the USPS calls length is
called width in Presort.

Mapping old processing categories to new

Mail type Processing categories

This rate case introduced changes to processing categories for Periodicals mail.
See the Presort 7.80c Release Notes for information about processing category
changes for other classes of mail.

Pre-rate case Rate case R2006-1

Periodicals letters Automated Letter Automated Letter

Height

Length (the longest
dimension)

Letter PER Nonautomation Letter

Periodicals flats Flat Flat

AFSM 100 Automated Flat

UFSM 1000 PER Alternative Auto Flat

Rate case change set for 15 July 2007

7

New charges for outside-county mail

According to the USPS, the piece, pound, bundle, and container rates are
designed to work together to reflect handling and delivery costs. Go to http://

www.usps.com/ratecase/ to view the new rate structure. Also see the DMM for

more detailed information about how the rates are calculated.

Note: Presort uses the terms bundle and package interchangeably.

Piece rates Presort applies the piece rate based on the piece’s shape, machinability,

barcoding, and bundle level. Note that the rate for loose pieces in trays is based
on the container level. The new structure also eliminates per-piece DADC, DSCF,
and DDU entry discounts. Instead, discounts are reflected in container rates and
new DADC, DSCF and DDU rates for non-advertising pounds.

For outside-county copies, the Basic rate is replaced by ADC and Mixed ADC.
For in-county copies there is still a Basic rate.

Bundle rates

Presort applies the bundle rates to bundles containing Outside-County mail. The
new bundle rate is based on the level of sortation for both the bundle and the
container that the bundle is on or in.

Note: Bundle rates do not apply to mixed bundles of In-County and Outside­County pieces in carrier route and 5-digit/scheme bundles.

Firm bundles, or firm packages as Presort refers to them, are subject to both a
piece charge and a bundle charge. Note that you cannot use firm bundles to
satisfy a six piece bundle requirement to a presort level. For more information,
see “Firming” on page 10.

Container rates The new container rate is based on the type of container (tray, sack, or pallet), the

level of sortation of the container, and where the container is entered. The
container rate affects pallets, sacks, and trays containing outside-county
Periodicals mail. When you place trays and sacks on pallets, Presort will apply a
charge to each tray and sack on the pallet, but not to the pallet itself.

Note: Presort does not charge container rates to mixed containers of outside­and in-county mail in carrier route (walk sequence, saturation, high density,
basic), 5-digit/scheme containers, or 5-digit carrier route containers.

Calculating and applying postage amounts

Presort now calculates the postage amount differently because of the new bundle
and container charges, the discontinuation of the copalletization program, and the
new drop-ship incentives for the editorial content.

For Periodicals mailings, to tell Presort how to compute and apply charges use the
PER Ctn/Bundle Charge Method parameter in the Mailing Information block.

PER Ctn/Bundle Charge Method(See Note)= APPORTION

8

Presort Release Notes

There are several ways to pay charges.

Option Description

Assign to Version Assigns all the container charges to a single version in the mail-

ing. When using this option, you must also use the PER VerID to
receive Ctn/Bundle Charge parameter in the Mailing Information
block to name the version that receives all the container charges.

Apportion Allocates each container and bundle charge to outside-county ver-

sions in the container or bundle, based on copies. When using this
option, you can generate only the 3541 postage statement in MLG,
SUM VER, or SUM EP&VER formats.

Note:

If you use the Apportion option, you must electronically
send a Qualification report by using the Mail.dat that Presort cre­ates. Presort warns you if you don’t have a Mail.dat block in the
job. See DMM 707.2.2.7.c for more information.

Caution!

!

 If you have the PER Ctn/Bundle Charge Method parameter set to

Apportion and the Report Information parameter set to SUM JOB in the
Report: USPS Postage Statement Form 3541 block, your job will not
run. To get the job to run with the Apportion option turned on, you must
set the Report Information parameter to MLG, SUM VER, or SUM
EP&VER.

 If you have the PER Ctn/Bundle Charge Method parameter set to Assign

to Version and the job is auto-version, auto-dimension, or contains
multiple versions, you must set the Report Information parameter in the
Report: USPS Postage Statement Form 3541 block to MLG, SUM VER,
or SUM EP&VER. If you use any other options, your job will not run.

Bundle charge examples Suppose each job contains two versions, called A, and B. Note that in these

examples the job contains only outside-county 5-digit bundles in 5-digit
containers.

 Bundle 1 has nine pieces. Eight of the pieces are from version A and 1 is

from version B. The proportion for version A is 0.8889 and version B is

0.1111.

 Bundle 2 has six pieces. Five of the pieces are from version A and one is

from version B. The proportion for version A is 0.8333 and version B is

0.1667.

Here are some additional examples using a mix of in-county and outside-county
pieces.

 Bundle 1 has nine pieces. Eight of the pieces are from version A and 1 is

from version B. Version B is in-county, so there is no charge for the bundle
because it's 5-digit.

 Bundle 2 has six pieces. Five of the pieces are from version A and one is

from version B. If the bundle is a 3-digit bundle in a 3-digit container and all
the version A copies are in-county: Version A gets zero proportion of the
bundle charge, while the single version B copy gets the whole charge (which
is $0.039).

New charges for outside-county mail

9

Container charge example Suppose with versions A and B there is a 3-digit pallet with all in-county mail

except for one 3-digit bundle containing outside-county copies of version B.
Presort would apply the full pallet charge ($22.98 for a 3-digit entered at origin)
to version B even though that one bundle has all the version B copies for the
whole pallet.

Firming Outside-county firm bundles no longer count towards the minimum 6 piece

bundle requirement (note that this applies to all shapes of mail). Presort can only
associate in-county firm bundles to other pieces to meet the minimum 6 piece
bundle requirement.

Presort also places outside-county firm bundles in sacks, trays, and pallets along
with other bundles. Firm bundles cannot be placed in 5-digit (L007) scheme
sacks. Firm bundles destined for 5-digit scheme are instead placed into 5-digit (no
minimum) sacks.

Note: The sequence of firm bundles within containers may change in some
jobs, as all outside-county firm bundles are now reported at the front of the
container.

Note: If you create a lot of firm bundles you may pay more changes. If this is
the case, you may what to reconsider your job setup.

Rates All outside-county firm bundles receive a piece rate of 16.9 cents. In-county firm

bundles continue to receive the piece rate of the package level to which they are
associated.

Note: In-county rate designation for a record may depend on the subscriber
field for a record. If you set the PER IC Disc Eligibility parameter in the
Entry Point block to SUB, then only records which are considered
subscribers can receive the in-county rate. Only firms which were marked as
subscriber would be associated with other pieces to meet bundle minimums.

PER IC Disc Eligibility parameter in the Entry Point block to NONE, then
no records would be eligible for the in-county rate, regardless of their ZIP
Code.

On-demand reporting In certain cases, Presort may report incorrect results when you use On-demand

reporting for Periodicals mailings. For instance, you might get incorrect results if
you report by piece and you have the piece range start or end in the middle of a
container or bundle. To avoid this problem, you should always end at the
container level.

10

Presort Release Notes

Parameter changes

Parameter/Option Scheme(s) Description

PER Ctn/Bundle Charge Method Mailing Information block This parameter lets Presort know how you want to

pay for the container charges. See “Calculating and

applying postage amounts” on page 8

for more infor-

mation.

PER VerID to receive Ctn/Bundle
Charge

PER Attempt MIN 6 Pc Pkg W/
FRM

Mailing Information block This parameter names the version that receives all the

container charges. You need to set this parameter
only if you set the PER Ctn/Bundle Charge Method
that is discussed above to Assign to Version.

Optional Procedures block This parameter was removed because Presort no

longer does firm association.

BEGIN Mailing Information =====================================

Postage Payment Method (See Note).... = permit

Stamps Postage (See Note)............ =

PER Authorized as a Newspaper (Y/N).. = n
PER Ctn/Bundle Charge Method(See Note)= APPORTION
PER VerID to receive Ctn/Bundle Charge=

Mail Owner Name (to 35 chars)........ =

Mail Owner Address Line 1 (35 chars). =
...

CART Sequencing Date (MMDDYYYY)...... =

LOT Database Date (MMDDYYYY)......... =

END

* NOTE: PER Ctn/Bundle Charge Method entries:
* APPORTION Allocate each container and bundle charge to versions
* in the container or bundle, based on copies
* ASSIGN TO VERSION Report all container and bundle charges on the 3541
* of one of the versions.
* When this option is used, you must also fill out the
* "PER VerID to receive Ctn/Bundle Charge" parameter

New charges for outside-county mail

11

Reports

New bundle and container reports

Presort supports two new reports, the Bundle report and the Container report. The
USPS requires you to present documentation to support the actual number of
bundles and containers for each edition of an issue. Use the Mail Sort Listing
block to generate these reports.

For the Bundle report, set the Report Format parameter in the Mail Sort Listing
block to USPS Bundle.

Report Format (See Note)............. = USPS Bundle

For the Container report, set the Report Format parameter in the Mail Sort Listing
block to USPS Container.

Report Format (See Note)............. = USPS Container

Add these reports to
existing jobs

12

Presort Release Notes

Run the patch script called per_ctn_bundle_rpt.upd to add two copies of the
Mail Sort Listing block to your Periodicals jobs. The Report Format parameter in
one block will be set to USPS Bundle and the other to USPS Container.

Note that the script sets the Location and File Name/Printer Device parameter for
the USPS Bundle report to:

l

Location and File Name/Printer Device = ** INSERT PATH $job_ub.msl

For the USPS Container report, the script sets it to:

l

Location and File Name/Printer Device = ** INSERT PATH $job_uc.msl

Examples

USPS Container Report Postalsoft (R) Presort 7.81
[c01] [OPT] Page 12
000002636 - ABC Magazine Publ
5551 - ABC Magazine
5/13 Vers 2
28-Nov-2006 04:38:42pm

-----------------------------------------------------------------------------------------------------­Entry Point: (1) 08040000 STILLWATER OK, STILLWATER, OK 74075-1660
Presort: (1) PER, Packages on Pallets CAR/ATM/REG

Cont
Pallet Lvl Zone Entry Chrg Destination N/A N/A Pkgs Copies Pieces Volume Weight

------- --- ---- ------ ---- ----------- ------ ---- ------- ------- ------- ----------- --------------
751 PS3 5 DADC C ADC 740 111 2254 2254 29.584 1374.940000
752 PS3 M Origin C ADC 750 192 2392 2392 31.395 1459.120000
753 PS3 M Origin C ADC 760 147 1723 1723 22.614 1051.030000
754 PS3 4 Origin C ADC 780 112 1480 1480 19.425 902.800000
755 PS3 M Origin C ADC 793 56 662 662 8.689 403.820000
756 PS3 5 Origin C 3DG 798 19 181 181 2.376 110.410000
757 PS3 M Origin C ADC 800 146 1842 1842 24.176 1123.620000
758 PS3 6 Origin C ADC 820 114 2226 2226 29.216 1357.860000
759 PS3 M Origin C ADC 836 34 658 658 8.636 401.380000
760 PS3 7 Origin C ADC 840 52 1025 1025 13.453 625.250000
761 PS3 7 Origin C ADC 852 88 1830 1830 24.019 1116.300000
762 PS3 7 Origin C ADC 870 99 1743 1743 22.877 1063.230000
763 PS3 7 Origin C ADC 870 81 1742 1742 22.864 1062.620000
764 PS3 7 Origin C ADC 890 35 770 770 10.106 469.700000
765 PS3 6 Origin C 3DG 912 50 670 670 8.794 408.700000
766 PS3 6 Origin C 3DG 918 16 248 248 3.255 151.280000
767 PS3 7 Origin C ADC 941 92 1162 1162 15.251 708.820000
768 PS3 7 Origin C ADC 962 56 689 689 9.043 420.290000
769 PS3 M Origin C ADC 970 140 1591 1591 20.882 970.510000
770 PS3 M Origin C ADC 980 45 817 817 10.723 498.370000
771 PS3 7 Origin C ADC 995 69 1506 1506 19.766 918.660000

------- ------- ------- ----------- -------------­Mailing Totals: 95277 1528576 1528576 20062.560 932431.360000

USPS Bundle Report Postalsoft (R) Presort 7.81
[c01] Page 1

ABC Direct
1910 Smith Road
Little Falls MN 56345-2287

-------------------------------------------------------------------------------------------------------------­Entry Point: (1) LEP 999, LITTLE FALLS , MN 56345-2287
Presort: (1) PER, Flats CAR/ATM/REG (DMM 705.10/705.11)

Bundle Notes Legend:

* = Package reallocated for SCF or BMC pallet protection
@ = Co-Package indicator
# = Copies/bundles NOT subject to Outside County bundle charge
(all others ARE subject to a charge)
Rate Category: A = Science of Ag, C = Classroom, N = Nonprofit, R = Regular

Cont. Container Bundle Bundle Appor­ N/A Level Destination Sack N/A Level ZIP Code Ver ID Notes Copies tion

------- ----- ----------- ------ ---- ------ ----------- ------ ------- ------- -----­ CR 60001 H786 1 FIRM 60001 H786 1 R 10 0.5000
4 N 10 0.5000
CART 60001 H786 1 R 5 0.2500
2 A 5 0.2500
3 C 5 0.2500
4 N 5 0.2500
CR 60005 H786 2 FIRM 60005 H786 1 R 20 1.0000
CART 60005 H786 4 N 20 1.0000
5D 56345 3 5D 56345 1 # R 21
5D 56345 2 # A 6
3 # C 15
5D 60009 4 5D 60009 1 R 20 1.0000
5D 60009 1 R 5 0.2500
5 R 5 0.2500
3 C 5 0.2500
4 N 5 0.2500
3D 610 5 5D 61001 5 R 10 1.0000
3D 610 1 R 10 0.3333
3 C 10 0.3333
4 N 10 0.3334
ADC ADC 500 6 ADC 500 1 @ R 30 1.0000
MADC OMX 563 7 5D 50001 3 C 25 1.0000
3D 521 1 R 15 0.6818
2 # A 3
3 C 7 0.3182

Reports

13

Changes to the Qualification reports

The Qualification report has been updated to show Periodicals mailings that have
both in-county and outside-county pieces. Some things to note about this report
are:

 The outside-county basic rate column was split into ADC and Mixed ADC

levels. There is also a new column called OC firm for outside-county firm
pieces.

 The BB (basic barcode) and BS (basic non-auto) columns have been

combined with the mixed ADC columns.

The following example shows a qualification report for packages on pallets.

USPS Qualification Report
Postalsoft (R) Presort 7.81 [c01] ZAP-ZC 20060803 Page 1
Mailer Name: MAIL OWNER NAME Mail Id: 0002 Date: 31-FEB-2000
PAGE HEADER LINE 1
PAGE HEADER LINE 2
PAGE HEADER LINE 3
PAGE HEADER LINE 4

----------------------------------------------------------------------------------------------------------------------------­Entry Point: (2) EP_2 La Crosse WI, LA CROSSE, WI 54601-3346
Presort: (1) PER, Flats ATM/REG (DMM 705.9)

Edition Legend

Version Edition Publication Name Publication No RAE ID Rate Category

------- ---------------- ------------------------------------ ---------------- ------ ------------­1 ABC_52 ABC WEEKLY 52 NONPROF

USPS Qualification Report
Postalsoft (R) Presort 7.81 [c01] ZAP-ZC 20060803 Page 2
Mailer Name: MAIL OWNER NAME Mail Id: 0002 Date: 31-FEB-2000
PAGE HEADER LINE 1
PAGE HEADER LINE 2
PAGE HEADER LINE 3
PAGE HEADER LINE 4

----------------------------------------------------------------------------------------------------------------------------­Entry Point: (2) EP_2 La Crosse WI, LA CROSSE, WI 54601-3346
Presort: (1) PER, Flats ATM/REG (DMM 705.9)

Sack Sack Sack Pkg Pc/Ver Running
# Level Zip Group Dest Zip ID Zone WS HD CR FB 5B 3B AB M/BB 5D 3D AD M/BS Totals

----- ----- ----- ---------- ----- ----- --- ---- ---- ---- ---- ---- ---- ---- ---- ---- ---- ---- ---- -------­4 5DGS 55125 55125S 55129 All 1-2 130 130
5 5DG 54614 All IC 120 250
6 5DG 54614 All IC 120 370
7 5DG 81009 All 5 24 394
8 3DG 546 54650 All SCF 10 404
54657 All SCF 10 414
54670 All SCF 10 424
54615 All IC 6 430
546 All SCF 55 485
All IC 5 490
All SCF 10 500
9 3DG 606 60606S 60606 All 3 5 505
60661 All 3 5 510
60670 All 3 10 520
606 All 3 20 540
10 3DG 630 63050 All 4 10 550
63070 All 4 10 560
63071 All 4 10 570
630 All 4 70 640
11 3DG 780 780S 780 All 6 8 648
781 All 6 8 656
782 All 6 8 664
788 All 6 8 672
12 3DG 972 972 All 7 50 722
13 SCF 786 73344 All 5 18 740
786S 786 All 5 8 748
789 All 5 8 756
787S 787 All 5 8 764
...
16 ADC 780 779 All 6 8 846
783 All 6 8 854
784 All 6 8 862
785 All 6 8 870
17 MADC 555 99520 All 8 10 880

---- ---- ---- ---- ---- ---- ---- ---- ---- ---- ---- ---­ Mailing 0 0 102 0 370 50
Total 0 0 252 0 96 10

14

Presort Release Notes

Summary sections The Qualification report also contains a section that gives a summary of bundle

and container charges being applied to each mailing. See “New charges for

outside-county mail” on page 8 for more information.

Mailing Bundle Charge Summary
Container Level Bundle Level Bundles

------------------------- ----------------------- -------­CR/5-Digit 5-Digit 6
3-Digit/SCF 5-Digit 9
3-Digit/SCF 3-Digit/SCF 15
ADC 5-Digit 1
ADC 3-Digit/SCF 11
MXD ADC 5-Digit 1

------------------------- ----------------------- -------­Mailing Totals: All 43

Mailing Container Charge Summary
Entry Level Sack Level Sacks

------------------------- ----------------------- -------­Destination SCF CR/5-Digit 2
Destination SCF 3-Digit/SCF 1
Origin 3-Digit/SCF 6
Origin ADC 2
Origin MXD ADC 1

------------------------- ----------------------- -------­Mailing Totals: All 12

Reports

15

Output posting

Presort supports the following output fields for overall postage and for the
various new bundle and container charges. Posting is available for all output file
types: address, package, container, and pallet files.

Output field name Charge type Description

ap.postage Container Presort does not include the container charge when posting ap.postage in

either an address or a package output file. The charge is reflected in
ap.postage when you use the field in a container or pallet output file.

ap.ctn_charge Container This is a new field that outputs the container rate charge. This field applies

to all output file types.

ap.postage Bundle Presort includes any applicable bundle charges when posting ap.postage in

a package, container, or pallet output file. Bundle charges are not reflected
in ap.postage when you use it in an address output file.

ap.pkg_charge Bundle This is a new field that outputs the bundle rate charge. This field applies to

all output file types. You use the field in an address output file. It will out­put a 0, except for the first outside-county piece found in each bundle that
receives the charge. The entire bundle charge is applied for the first piece
in a bundle that receives a charge.

16

Presort Release Notes

Changes for letters

The following is a high-level overview of what changed for Periodicals letters:

 New minimum tray volumes.
 New maximum piece weight restrictions.
 Rate changes for non-advertising pieces.
 New bundle and container charges. See “New charges for outside-county

mail” on page 8.

 New processing categories.

New tray minimum and maximum piece weight

New maximum piece weight restrictions

Rate changes for non­advertising pieces

New processing category and scheme names

The new minimum requirement for a full tray is 85% of the tray length. Presort
issues a warning message if you set your minimum tray length to less than 85%.

Eligibility for automated letter mail has changed. Automated letters can now be
up to 3.5 ounces instead of 3.3 ounces.

Editorial or non-advertising pieces for all outside-county Periodicals mail are
eligible for DDU, DSCF, and DADC rates. A single rate is applied to all other
zones.

Use the PER/STD/PSVC QFY for DDU Rate and the PER/STD/PSVC Use
USPS DDU Data parameters in the Entry Point blocks to tell Presort to apply the
DDU rate, if applicable.

In Periodicals letters, the following name changes occurred:

7.71c processing category name 7.81c processing category name

Letter (Periodicals only) PER Nonautomation Letter

Letter (in all other mail classes) Nonmachinable Letter

In addition, the following schemes are being renamed to reflect the processing
category changes.

7.71c scheme name 7.81c scheme name

PER, CART Regular Letters PER, Carrier Route Letters

PER, Regular Letters PER, Nonautomation Letters

Parameter changes

Parameter/Option Scheme Description

Prepare Regular Rate Packages PER, Packages on Pallets

PER, Flats
COMAIL PER, MADC Pallets

This parameter was renamed to reflect the change in
processing categories. It is now called Prepare Non­auto Rate Packages.

Changes for letters

17

Changes for flats

The following is a high-level overview of what changed for Periodicals flats:

 New firming requirements. See “Firming” on page 10.
 Rate changes for non-advertising pieces.
 New bundle and container charges. See “New charges for outside-county

mail” on page 8.

 New processing categories.

Rate changes for non­advertising pieces

Processing category changes for flats

Editorial or non-advertising pieces for all outside-county Periodicals mail are
eligible for DDU, DSCF, and DADC rates. A single rate is applied to all other
zones.

Use the PER/STD/PSVC QFY for DDU Rate and the PER/STD/PSVC Use
USPS DDU Data parameters in the Entry Point blocks to tell Presort to apply the
DDU rate, if applicable.

The USPS no longer uses the terms AFSM 100 or UFSM 1000. They now refer to
these pieces in the DMM as “pieces that satisfy 301.3.0 or 707.26.0.” The terms
may have changed, but most of the requirements for these pieces have not.

Note: The maximum weight for PER alternative auto flats as described
under DMM 707.26.0 is 4.4 pounds.

In Periodicals flats, the following name changes occurred:

7.71c processing category name 7.81c processing category name

AFSM 100 This processing category is now called

Automated Flats. These pieces meet the
criteria in DMM 301.3.0 and are
allowed to weigh up to 20 ounces.

Converting your AFSM
100 and UFSM 1000 jobs

18

Presort Release Notes

UFSM 1000 This processing category is now called PER

Alternative Auto Flats. These pieces meet
the criteria in DMM 707.26.0.

Pieces that are classified Automated Flat are
eligible for machinable flat piece rates. PER
Alternative Auto Flats prepared in 5DG
bundles with a barcode are eligible for
machinable, barcode rates. All other PER
Alternative Auto Flats pieces would receive
non-machinable rates.

Flat

The Flat processing category remains in
tact and receives non-machinable, non­barcoded flat piece rates.

You must convert your Periodicals flats AFSM 100 and UFSM 1000 jobs into
Automated Flat and PER Alternative Auto Flat jobs.

Edjob adds the PER Alternative Auto Flat processing category where needed.

Preparing automated flats and PER alternative auto flats

When using co-sacked or co-bundled flats, Presort prepares automated flats in 5­digit scheme (L007) bundles and sacks and 3-digit scheme (L008) bundles. Note
that the L007/L008 level is optional only when you are not preparing automation
rate in your scheme blocks.

When you are co-bundling, all pieces within a bundle must meet the requirements
for automated flats (see DMM 301.3) or all pieces must meet the requirements for
PER alternative auto flats (see DMM 707.26.0).

Preparation in 5-digit scheme and 3-digit scheme bundles for automation and co­bundle is now required for pieces meeting DMM 301.3.0 requirements, but
cannot be done for pieces meeting DMM 707.25.3 requirements.

Parameter changes

Parameter/Option Scheme Description

PER Allow AFSM100 Flat over 20 oz USPS Optional Procedures This parameter was renamed to PER Allow Auto Flat

over 20 oz.

PER Co-Pallet Execution block This parameter was removed because the Periodicals

co-palletization experimental program has ended.

Processing Category Version Defaults block

Version Descriptions block

Create 5DG Scheme(L007) Packages
Create 3DG Scheme(L008) Packages

PER, Packages on Pallets
PER, Sacks on Pallets
PER, Flats

The AFSM 100 Flat and UFSM 1000 flat categories
were replaced with Automated Flat and PER Alterna­tive Auto Flat.

These parameters were renamed to Create Nonauto
5DGS(L007)Packages(Y/N) and Create Nonauto
3DGS(L008)Packages(Y/N). These parameters only
apply when you are bundling nonautomation (pre­sorted) flats. They
automated flats.

do not

apply to co-bundled flats or

Changes for flats

19

Mail.dat

Presort 7.81c produces Mail.dats in the new IDEAlliance Mail.dat 07-1 standard
format for all mailings.

For complete details, download a PDF version or purchase a hard copy of the
Mail.dat 07-1 Specification manual at: http://www.idealliance.org/maildat/

specs_choose.html. Or, purchase a hard copy from the same location.

Must send date The “must send” date, the date on which you are required to produce and send

Mail.dat 07-1 standard files, for Periodicals is 15 July 2007. This date applies to
all Presort users who produce and send Mail.dat records to others who use the
information in the Mail.dat. For example, they may use the Mail.dat to develop
reports and to maximize postage discounts through entry plans.

Mail.dat 05-2 standard format is no longer valid

Support for container and bundle charges

When the rate case for Periodicals goes into effect on 15 July 2007, the Mail.dat
05-2 will no longer be supported.

A new field was added to the Mail.dat called Container/Bundle Charge Method.
This field records the method that you are using to pay the Periodicals outside­county container and bundle charge. For more information, see “New charges for

outside-county mail” on page 8.

Value Meaning Setting that is generated

2 All charges are assigned to one of the

publications in the job and reported on
that version's Form 3541.

3 Proportion by copies to each of the pub-

lications.

0 No publications in the mailing. --

Parameter changes

Parameter/Option Scheme(s) Description

Assign to version

Apportion

Mail.dat version (07-1) IDEA Mail.dat The options for this parameter changed. The Mail.dat 05-2 stan-

dard format was removed.

COMAIL Class Def Prep in SEG(2/3/6) IDEA Mail.dat The options for this parameter changed. Users should use a six if

they are processing Standard/Periodical Co-mail.

Manufacturer's Name (to 30 chars) IDEA Mail.dat This parameter was removed.

20

Presort Release Notes

Parameter/Option Scheme(s) Description

CSM Entry Point Physical Postal Code IDEA Mail.dat This new parameter tells Presort what data you want it to use to

populate the CSM field in the Container Summary record. The
following options are available:



Postal Code - Populates the field with the ZIP Code of the
actual entry point. For US mail, this is the 9-Digit Postal
Code (hyphen implied) of the facility address where the spec­ified container is planned to enter into the Postal System. If
the 9-Digit is not known, you can use the 5-digit value.



Locale Key - Populates the field with bytes 2 through bytes 7
of the drop site key. PostalOne! eDropShip participants must
provide the Locale Key from the Drop Ship product.



Drop Site Key - Populates the field with the key of the facility
where the specified container will be entered.

Note:

If the Entry Point Type parameter is set to OTHER or
DDU, Presort takes whatever you have in the Entry Point Drop
Site Key parameter and uses that information to populate the
CSM field. If the Entry Point Drop Site Key parameter is empty,
Presort populates the CSM field with the Postal code.

BEGIN Report: IDEA Mail.dat ===================================

Mail.dat version (07-1).............. = 07-1

Output File(<path & base file name>.*)=

Create IDEA Package File (Y/N)....... = n

Create IDEA Seed File (Y/N).......... = n

Create IDEA PDR File (Y/N)........... = n

+ Create Files Per Entry Point (Y/N). = n

+ Create Files Per Segment (Y/N)..... = n

+ Create Files Per Presort Scheme(Y/N)= n

IDEA Provider Code (to 4 chars)...... =

...
Segment File Creation Option(See Note)= job
Header Rec User Option (to 512 chars) =

Payment Option (See Note)............ =

COMAIL Class Def Prep in SEG(2/3/6).. = 6
Segment Rec User Option (to 20 chars) =
Ctn Grouping Description (See Note).. =
CSM EP Physical Postal Code (See Note)= postal code
Force 5DG Breakout in CQT and PQT(Y/N)= n

Destination Entry Known (Y/N)........ = n

Add CR/LF to each record (Y/N)....... = n

END

* NOTE: CSM EP Physical Postal Code Entries:
* POSTAL CODE Entry Point zipcode
* DROP SITE KEY Drop Site Key (from FAST) of the Entry Point
* LOCALE KEY Locale Key (from FAST) of the Entry Point

Mail.dat

21

Postage statement changes

The updated postage statements reflect the rate-case changes.
Go to http://www.usps.com/ratecase/postagestatements.htm
postage statements (in PDF format).

Updated Postage Statement page lengths and line breaks

Form number Mail Class Minimum number

3600-R First Class Page 1 = 90 lines Page 1 at line 59

of lines your
printer needs

to view the new

Page break line
number

3541 Periodicals Page 1 = 99

Page 2 = 73
Page 3 = 53
Page 4 = 80
Page 5 = 48
Page 6 = 63
Page 7 = 74

3541 CPP Periodicals Page 1 = 101

Page 2 = 100 lines
Page 3 = 90 lines

3602-C Standard Mail Page 1 = 78 lines

Page 2 = 85 lines

3602-R Standard Mail Page 1 = 96 lines

Page 2 = 86 lines
Page 3 = 100 lines
Page 4 = 101 lines
Page 5 = 90 lines
Page 6 = 72 lines

3602-N Standard Mail Page 1 = 102 lines

Page 2 = 86 lines
Page 3 = 100 lines
Page 4 = 101 lines
Page 5 = 90 lines
Page 6 = 72 lines

Page 1 at line 71
Page 2 at line51
Page 3 at line0
Page 4 at line0
Page 5 at line0
Page 6 at line0
Page 7 at line55

Page 1 at line 59
Page 2 at line 38
Page 3 at line 61

N/A

Page 1 at line 58
Page 2 at line 44
Page 3 at line 58
Page 4 at line 51
Page 5 at line 40
Page 6 at line 51

Page 1 at line 59
Page 2 at line 44
Page 3 at line 58
Page 4 at line 51
Page 5 at line 40
Page 6 at line 51

22

Presort Release Notes

3605-R Bound Printer

Matter, Library
Mail, Media Mail,
Parcel Post, and
Parcel Select

Page 1 = 98 lines
Page 2 = 93 lines
Page 3 = 30 lines
Page 4 = 82 lines
Page 5 = 81 lines
Page 6 = 46 lines

Page 1 at line 59
Page 2 at line 50

Page 3 at line 0
Page 4 at line 38
Page 5 at line 37
Page 6 at line 0

8125 All Page 1 = 92 lines Page 1 at line 59

3152 First Class,

Page 1 = 71 lines Page 1 = 0 lines
Periodicals, and
Standard Mail

Postage statement changes

23

24

Presort Release Notes