DSI/Circulation: Retail Account Management

Retail Account Management Draw Predictions – to regulate Single Copy draw Pads – to manage Single Copy events Carrier Account Management Corporate Accounts NIE Donations Delayed Net Sales – to encourage account management Billing Terms Prompt Pay Discounts – to encourage on time payment Interfaces

Draw Predictions - Controls Route (Outlet) Prediction Group Code Auto Predict Flag Route Prediction Editions Draw Deadline – Bypass Pub Date

Draw Predictions – Algorithm Types Weighted Average Computed from recent net history Apply Historical Factor Apply factor to historical weighted average

Draw Predictions – Weighted Average What They Look Like P = w1d1 + w2d2 + w3d3 + w4d4 (w1 + w2 + w3 + w4) P = 25(10) + 25(12) + 25(15) +25(7) = 1100 = 11 (25 + 25 + 25 +25) 100

Draw Predictions - Features Use Prediction Group Codes for like Outlets Assigned at Route Level Prediction Group Code Table Different Algorithms for each Day of the Week Different Algorithms for each Net Sales Range Draw Predictions Automatically Computed by DU

Draw Predictions – Weighted Average Compute Avg Net Draw from recent history Choose Algorithm based upon Code & Avg Net Draw Bypass if min draw days not available Compute Weighted Avg from NET Draw History Do Not Use min and/or max draw (if designated) Do Not Use Dates designated for “no prediction” Adjust if “trend” opposite direction of prediction Adjust Computed Draw by Designated % Returns Adjust if Less Than Minimum Pad Adjust if More Than Maximum Pad

Draw Predictions – No Trend Example

Draw Predictions – With Trend Cap Example

Draw Predictions – Apply Historical Factor Compute Avg Net Draw from recent history Choose Algorithm based upon Code & Avg Net Draw Bypass if min draw days not available Compute Weighted Avg from Historical Dates Do Not Use min and/or max draw (if designated) Do Not Use Dates designated for “no prediction” Apply Historical Factor to Weighted Average Adjust Predicted Draw by % Returns Adjust if Less than Minimum Pad Adjust if More than Maximum Pad

Draw Predictions – Historical Factor Example

Draw Predictions – Example

Pads – Controls and Process Pad Template Pad Template Geography Draw Deadline – Retain Pad Process Run Draw Update Pad Request Pad History

Pad Geography – Example

Pad Request – Example

Pad History – Example

Accounts – Corporate/Umbrella Vendor Reference & Vendor Invoice Open Item One Invoice Statement Corporate Bill Options

Accounts – NIE Donations NIE Transfer Accts by Pub NIE Donation Account Umbrella Rate Code - Rate Method (Applied to NI)

Accounts – Delayed Net Sales Subsidiary Account Delayed Net Sales Checkbox Distributor Account Delayed Net Sales Rate Method (Applied to DN) DNS flag on Payment Entry Batch Posting Creates Credit on Distributor

Delayed Net Sales

Delayed Net Sales

Accounts – Billing Terms Prompt Pay Discounts

Interfaces? Imports Exports Carrier Import Route Import Route Address Truck Sequencing Carrier Adjustments Base Draw Draw Adjustments Draw Other Pubs Draw Preset Returns Returns Adjustments Exports Draw Manifests Transactions

Thank You!