1. DSI/Circulation: Retail Account Management

2. 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

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

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

5. 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) = = 11
( )

6. 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

7. 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

8. Draw Predictions – No Trend Example

9. Draw Predictions – With Trend Cap Example

10. 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

11. Draw Predictions – Historical Factor Example

12. Draw Predictions – Example

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

14. Pad Geography – Example

15. Pad Request – Example

16. Pad History – Example

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

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

19. 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

20. Delayed Net Sales

21. Delayed Net Sales

22. Accounts – Billing Terms
Prompt Pay Discounts

23. 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

24. Thank You!