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Intelligent Mail®Update
Pritha Mehra
Vice President, Business Mail Entry & Payment Technologies
Agenda
• Project Timeline/Update
• Full Service Benefits/How
• Gateway
• Resources
• May 18, 2009o Basic Intelligent Mail Optiono Full-Service Intelligent Mail Option
• Full Service Optiono Prepare Mail with Intelligent Barcodeso Provision Electronic Documentationo Address Correctiono Start-the-Clock
Project Update - Now
• November 2009o Lower prices for Full-Service Nov. 2009
• Discounts- $0.003 for First-Class Mail®
- $0.001 for Periodicals, Standard Mail®, Bound Printed Matter
o Mail.XML Enhancements
• Receive and Process Electronic Documentation
• Process Profile Information
• Support Miscellaneous Mail.XML messages
o Mail Quality Reporting
o Consolidate Mail.dat Platform
• Mail.dat – Discontinue Support of 8-1
• Mail.dat 8-2 migrate to using Client Software
Project Update: Nov 09
• Hardcopy Postage Statements Updates
• Service Performance Measurement
• Full Services Issues / Fallout
• Miscellaneous SOX Compliance Issues
• NDC Consolidation
• MID/CRID Management
• Performance Based Verification to Support SOX
Project Update: Mar. 10
Basic IM™ Barcode
• Apply an Intelligent Mail® barcode on letters and flats.
• Populate the relevant fields in the barcodes
Intelligent Mail® Barcode Intelligent
Mail® Tray Barcode
Intelligent Mail® Container Barcode
SCF SAN FRANCISCO CA940
STD FLTS SCF BC/NBCXYZ CORPORATIONINTERNATIONAL FALLS, MN
(Mailer Area)
• Unique Intelligent Mail® barcodes on Mailpieces, Trays, Sacks and Containers
• Electronic Mailing Information
Full Service Option
Full-Service Option
• Electronic Documentation Methods Available Nowo Postal Wizard™
o Mail.dat®
• Available in November 2009o Postal Wizard
o Mail.dat
o Mail.XML™
Full Service Benefits
• Full Service ACSoChange of AddressoNixie
• Start-the-Clock
• Container Visibility
• Lower Price in November 2009
What is Full-Service Address Correction Services (ACS)?
Full-Service ACS is feedback for the address correction services
– Change of Address (COA) Records Customer notifies the USPS® that they have moved USPS delivery unit files information that the customer is no longer at
that address
– Nixie Detail Records Notification of non-delivery for reasons other than a move
Mail owners or delegates receive Full-Service ACS
Full-Service ACS™ Review
eDoc is used to identify the mail preparer (By) and mail owner (For)
eDoc By/For Relationship is used to determine the data recipients for Full-Service feedback
Full-Service feedback is always driven by mail owner identified in the By/For, not the MID in the mail piece; the MID only identifies the mailing
Receipt of Full-Service Feedback requires the submission of electronic documentation (eDoc)
Full-Service ACS Requirements
Mail.dat has two types of By (Mail preparer)/For (Mail owner) Information
Data Distribution- By/For is used to identify who will receive the ACS COA/Nixie, Start-the-Clock and Container Visibility feedback
Postage Payment - By/For is used to identify who is paying for the mailing
Field used for postage payment and data distribution are different fields in the Mail.dat file
Mail.dat eDoc Submission
Mail Owner must be identified in eDoc by one of:– Mailer ID (MID)– Customer Registration ID (CRID)
– Permit Mailer ID must be used for Delegation The user who is receiving the feedback must be
associated to the mail owner CRID where the feedback data to is to be distributed. The Permit and/or MID must also be associated to the mail owner CRID.
Full-Service ACS Data distribution is controlled, so the mail owner must be identified in eDoc
Mail.dat eDoc Submission
1414
Delegation Profiles
Types of static profiles:
Other – Single Recipient: all data for a service type associated with a MID goes to third-party identified in the profile
Mail Preparer: data goes to a third-party only when that third-party is the mail preparer
MID on Piece: data goes to the owner of the MID used on the mail piece
Dynamic uses Cast of Characters file
Reference: A Guide to Intelligent Mail for Letters and Flats
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Delegation Options
Select desired data distribution option:• Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option• Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece.• Other - Single Recipient – sends ACS data to identified recipient.• Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. Hi-lighted options must have address
book entries.
Data Distribution Options
Data Distribution – Full Service ACS
Receiving ACS Data
There are two ways to receive ACS Data
Receiving MethodProgramming Required?
Download reports on-line via the Gateway No
Use Mail.XML Push or PullYes
Download Online Reports
To access Download Reports capability:– Sign up on the Business Customer Gateway
Create a username and password Obtain a CRID for your company location The person must be associated to the company CRID that
receives the feedback data to access online reports– CRID that receives the feedback data is the CRID that is identified in
the mailer owner of the eDoc– The CRID that is linked to the MID that is identified to the data
recipient in the MID profile
– Obtain access to “Manage Mailing Activity” to allow access to reports functionality
Download online reports via a web page that allows viewing information or downloading in Excel or CSV format
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Go to the Business Customer Gateway from
www.usps.com
11
Download Online Reports
Login Information: Enter your username and password.
Login Information: Enter your username and password.
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Go to the customer gateway
Enter your Username and Password
11
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Download Online Reports
Select Mailing Reports (PostalOne!) Under Track & Reports
Select Mailing Reports (PostalOne!) Under Track & Reports
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Download Online Reports
Under Full Service, click on Reports
Under Full Service, click on Reports44
Download Online Reports
Download Online Reports
Under Reports click on Address Correction Service (ACS)
Under Reports click on Address Correction Service (ACS)
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Download Online Reports
Download ACS
Two possibilities:Download ACS or download Nixie.
Select Download ACS Report
Two possibilities:Download ACS or download Nixie.
Select Download ACS Report
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Download Online Reports
Download ACS Report in Excel format will allow use of all the functionality available in Excel, such as, filtering by Job ID, Mailing Group ID or Date Range
Download Online Reports
Download Nixie Report in Excel format will allow the use of all the functionality available in Excel such as filtering by Original IMb, Mailing Group ID, Date Range, ID
Download Nixie Data
What is XML?
XML (Extensible Markup Language) is a general-purpose specification for creating custom markup languages
XML had become the foundation for the Web and next generation computing systems
XML is the recommended standard for creating formats and sharing data on the Web
XML is most common language for defining data elements on a Web page and business-to-business documents
XML
XML Specifications
Mail.XML Technical Specification for Postage Payment and Reporting
Mail.XML Technical Specification for Appointment Scheduling
Mail.XML Technical Specification for Profiles and Full Service Feedback
www.usps.comwww.ribbs.usps.gov
Postal Service Mail.XML Technical Specification are available to provide detail specs for using Mail.XML messaging
There are two Mail.XML® receipt methods for receiving ACS feedback data
Mail.XML Push– Mail.XML Push model is where the USPS sends message to
the mail owner’s computer that their ACS data is available for download or USPS “pushes” ACS data to mail owner’s computer. The data format for the Push is USPS defined format.
Mail.XML Pull– Mail.XML Pull model is where mailer owner sends XML
message to USPS initiating a “pull” of specific ACS data to their computer. The data format for the Pull is mail owner defined.
Mail.XML
There are two subscriptions for Mail.XML Push
Notification - Notifies Mailer’s computer that their data is ready; come and Pull your data
Delivery - Delivers Data to Mailer’s Computer
Messages that ends with a word ‘Notification’ or ‘Delivery’ are part of Push method
Mail.XML Push
Profiles:
BMEU Entered
Drop-Ship
DMU Verified Origin Entered Mailer Transported (CSA)
DMU Verified USPS Origin Entered USPS Transported (CSA)
Start-the-Clock
USPS.com
http://www.usps.com
Gateway
https://gateway.usps.com/bcg/login.htm
Gateway
https://gateway.usps.com/bcg/login.htm
Customers will go through the Gateway to perform critical tasks such as:
►View company information►Manage Mailer IDs & Delegation►Manage electronic data exchange►Schedule mailing appointments►View postage statements and transactions►Track and confirm
Highlights
Business Service Service DescriptionManage Mailing Activity (PostalOne!) Manage Mailing Activity is comprised of PostalOne!
functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information
Manage Mailing Activity Sub-Services Sub-Service Description
Summary Provides overview of recent transaction activity
Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts
Postal Wizard Provides mailers an online avenue to submit an electronic postage statement
Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files
Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements.
Dashboard Provides users the status of all electronically submitted mailings.
Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.
Business Services
Business Service Service DescriptionMailer ID Mailer Id supports all functionality associated with the
management of Mailer IDs, including applying for a MID and managing an MID profile.
Mailer ID Sub-Services Sub-Service Description
Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location
Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts
Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information.
Address Book Provides users capability to store data distribution recipient candidates for profile management.
Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.
Business Services
Business Service Service DescriptionSchedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry
appointment scheduling.
Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0)
Customer Label Distribution System (CLDS)
The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process.
Audit Mailing Activities (PostalOne!) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service.
Manage Electronic Verification Activity (e-VS)
The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files.
Manage Electronic Return Activity (PRS) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.
Business Services
Customer Registration ID (CRID)
► Unique identifier created by the system to identify the USPS Customers at a business location address– Or each unique combination of Company Name and physical
address
► Connects a company information across all USPS applications► Associates every Permit Number and Mailer ID issued (there
may be multiple Permit Numbers or MIDs associated to a single CRID)
► When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation
► A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location.
Getting Started
38
Step 2 – Plan Mailpieces, Barcodes, eDOC & Feedback
Step 1 – Review the Guides and Specifications
Step 3 –
Step 4 – Test in TEM
Getting Started with Intelligent Mail
Set up Profile / The Business Customer Gateway
►Manager Business Mail Entry (MBME) ►Mail Design Analyst (MDA)►PostalOne! Help Desk►RIBBS Website►Business Customer Gateway►DMM Advisory►Domestic Mail Manual (DMM)
Customer Support
Personal Resources
►To find your local Business Mail Entry (BME) Manager, go to:– http://www.usps.com/ncsc/locators/find-bme.html
►To find your local Mailpiece Design Analyst (MDA), go to:– http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp
►For PostalOne! and Intelligent Mail support mailers call PostalOne! Help Desk 1-800-522-9085.– For PostalOne! and Intelligent Mail support USPS call IT
Help Desk 1-800-877-7435.
Resources: RIBBS Website
The RIBBS Website provides extensive Intelligent Mail Resources
Resources: RIBBS Guides and Specifications
You can view or download the Guides and Specifications from RIBBS
Resources: RIBBS News
Keep up with the latest news on Intelligent Mail® Services
Click here for latest news
Resources: Business Customer Gateway
The Business Customer Gateway is your new landing page
Resources: Guides
www.ribbs.usps.gov
• Domestic Mail Manual (DMM®)
• Federal Register Notice: Implementation of New Standards for Intelligent Mail Barcodes
• A Resource Map to Intelligent Mail Documents
• A Beginners Overview to Intelligent Mail Services
• A Guide to Intelligent Mail for Letters and Flats
• User Access to Electronic Mailing Information and Reports
• Intelligent Mail Full Service Mailer Check List
• A Guide to Customer Supplier Agreements
• eDOC Process: A Guide for CPP Customers
Resources: Specifications
www.ribbs.usps.gov
• Postal Service Mail.dat® Technical Specification
• Postal Service Mail.XML Technical Specification
• Mail.XML Technical Specification for Postage Payment and Reporting
• Mail.XML Technical Specification for Appointment Scheduling
• Mail.XML Technical Specification for Profiles and Full Service Feedback
• PostalOne! Release Notes• Intelligent Mail® Barcode Specification (USPS-B-3200)• Pure 24-digit Intelligent Mail Tray Label Specification (USPS-B-3216)• Intelligent Mail Container Barcode Specification (USPS-B-3215)
47
• Technical Webinar: Ongoing
• Intelligent Mail Symposium: Oct. 6, 2009 Columbus OH
• National Postal Forum: Apr.11-Apr.14 2010, Nashville
• Weekly DMM Advisory Updates
• To sign up email dmmadvisory@usps.com
• http://pe.usps.gov/dmmAdvisory.asp
• Intelligent Answers Weekly Calls: Fridays: 2 – 4 EST
• MTAC 122 and 124
• Guides Refresh
Events
47
48
Busines Mail Acceptance
(Move Update)
49
PBV is a updated Verification model Integrated with PostalOne! Prompts clerks to perform verification based upon:
● Past verification history of mailer● Verification labor costs● Estimated cost avoidance or additional Postage
Collected PBV deployed to PostalOne! acceptance sites since
March 2009 With MERLIN enables Move Update verification and
reports
Performance BasedVerification
Customer• Receive better feedback on mail quality• Reduce verifications for high quality mail
USPS• Optimize effectiveness of resources• Reduce the total number of verifications
Benefits of Performance Based Verification
Old Verification
Rules
• MERLIN- If there are over 10,000 pieces in
a mailing, the verification frequency is 1 in 1 (100%)
- If there are less than 10,000 pieces in a mailing, the verification frequency is 1 in 6 (17%)
• Non-MERLIN (Manual)- No manual presort verification for
mailing under 10K pieces- Graduated verification schedule
for mailings equal to or over 10,000 pieces
Performance Based Verification
Rules
• The mail preparer’s past performance (historical verification results)
• The size of the mailing (total number of mail pieces)
• The cost of rework (projected costs associated with acceptance of incorrectly prepared mailings)
• The cost of performing a Manual or MERLIN Verification
Verification Rules
Verification TypesVerification Worksheets
• Manual Presort (PS 2866)• Bundle Preparation• Tap Test• Manual POSTNET Barcode• Manual Shortpaid Meter
DashboardMERLIN FunctionalityVerification Results Report
PBV Features
MERLIN Manual
Barcode
Presort
Bundle Prep
Shortpaid
Tap Test
Weigh
Delivery Point Validation
Move Update
Mail Piece Count Verification
Manifest Mail
Verification Types
54
PBV Verification Modes● Staged● Continuous
Performance BasedVerification
55
Staged Mailing Environment
56
Continuous Mailing Environment
57
America is on the Move and Growing!
Pennsylvania
New Jersey
New York1.8 million new
addresses
45 million Americans move
149 million total addresses
The Move Update Case
58
What is Move Update?
Move Update describes the process of periodically matching a mailer’s address records with customer-filed Change-of-Address orders received and maintained by the Postal Service.
Move Update =
Fewer Forwarded and Returned Mailpieces
Move Update
Acceptance and Verification
60
Move Update ChangesEffective Nov. 23, 2008
Increased frequency of Move Update from 185 days to 95 days for First-ClassMail® Presorted mailings
Move Update required for all mailpieces claiming Standard Mail® prices (letters, flats, parcels and Not Flat-Machinables)
To meet the Move Update standard, mailers must be using addresses that have been updated using an approved method within 95 days prior to the mailing date
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Electronic data file Contains name,
address and barcode (if available)
Sample extracted from the mailing is
processed on MERLIN
Mailpiece ID can be used to identify anypiece found as an
error.
Move Update Verification Process
BME clerk selectssample mailpieces
for MERLIN verification
The NCSC performs a Move Updatevalidation
Move Update Verification results
are displayed in PostalOne!
Results forwardedto PostalOne!
Mailpieces are run on MERLIN,
data file sent to NCSC
PostalOne! Triggers
Verification and
mailing data is sent to MERLIN
62
Reports
63
Access Move Update Reports
Navigate to usps.com
Access “Business Customer Gateway” at the bottom of the page
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Access Move Update Reports
Login using the assigned username and password
65
Access Move Update Reports
After successful login, access “Mailing Reports (PostalOne!)”
Click Mailing Reports
(PostalOne!)
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Access Move Update Worksheets
On the Manage Mailing Activity page, click on “Dashboard”
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Access Move Update Worksheets
On the Dashboard select date range and statement status
Top Section of Move Update report
Access Move Update Worksheets
69
Move Update Worksheet (Today)
General (Mailing and MERLIN) Information is presented on the top portion (not shown on the screenshot)
Summary Move Update Information
Detailed Piece Information
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Move Update Worksheet (New November 2009)
Range “Between 95 days to 13 months” is eliminated
FASTforward will be in the “Between 95 days and 18 months” range
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Access the MicroStrategy Reports
On the Manage Mailing Activity page, click on “Mail Quality Reports”
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Access the MicroStrategy Reports
On the Micro-Strategy landing page, select “Shared Reports”
In Shared Reports, select “Mail Quality Report”
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Access the MicroStrategy Reports
In the Mail Quality Reporting, select “Address Quality Report”
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Access the MicroStrategy Reports
In the Address Quality Report prompt, be sure to select “All Areas” as the Location filter (additional filter such as Date Ranges and Mail Classes can also be specified)
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Access the MicroStrategy Reports
On the Issues Breakdown level, users will see the total pieces in each range, and can drill down further to the Piece Detail by right-clicking on the facility to bring up the drill menu
Right-click to bring up the drill menu
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Access the MicroStrategy Reports
On the Piece Detail, users may identify additional information on the pieces that were not updated
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Move Update Verification
78
Additional Postage Calculation
Failed COAs
Total COAs-- 30% ] * .07 * (pcs in mailing)[
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Move Update for Combined Mailings
Assessment can be targeted to only clients with issues - if there are no more than 3 clients with issues in the mailing
Penalty will be re-calculated to be applied to only the clients with issues
● Example: Mailing size is 1,000,000 for 10 clients, only 2 clients were found with Move Update issues
● The 2 clients account for only 5,000 pieces in the mailing● Move Update penalty will be re-calculated based on only
5,000 pieces in this example
80
Move Update for Combined Mailings
A Multi-client Worksheet will be available to assist the calculation of the adjusted penalty
The inputs are the clients description and the pieces for the clients in the mailing
81
Move Update Trend
Since the beginning of 2009, the average error rate has decreased every month
82
Move Update Training/Awareness
BME Trained on Sharing ReportsBME Sharing Reports with Industry ribbs.usps.gov/ Latest News●Move Update Methods●Move Update Advisement Policy●Guide to Accessing Move Update Reports●Pub 363●FAQs
83
Thank You
Business Customer Gateway 84
Business Customer Gateway
Business Customer Gateway 85
Table of Contents
Highlights Basics 6
– Login and New Accounts 9
– Your Account Settings 19
Business Services 32
– Accounts 39
– Design & Prepare 44
– Mail & Transport 61
– Track & Report 70 Business Services Administrator 87 Customer Support 99
Business Customer Gateway 86
All business customers, large or small, use the Gateway as a starting point to USPS services
Creates a single, unified landing point for customers to access all of the Postal Service’s online business offerings.
A single user name & password give access to multiple services
Highlights
Business Customer Gateway 87
Through the Gateway customers can see company information for multiple business locations in a single display
Highlights
Business Customer Gateway 88
Customers will go through the Gateway to perform critical tasks such as:
View company information Manage Mailer IDs Manage electronic data exchange Schedule mailing appointments View postage statements and transactions Track and confirm
Highlights
Business Customer Gateway 89
Table of Contents
Highlights Basics– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Basics
Business Customer Gateway 90
Customers access the Business Customer Gateway from USPS.com
http://www.usps.com
Basics
https://gateway.usps.com/bcg/login.htm
Business Customer Gateway 91
The Gateway landing page provides links to more information and the ability to sign in or register for access
Information on the services available through Gateway links
General information links Customer Support links
Basics
Business Customer Gateway 92
Table of Contents
Highlights Basics
Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Login and New Accounts
Business Customer Gateway 93
New users create their accounts and request access to services and business locations
Request access to services (system functionality such as PostalOne!)
Request access to business locations (company name at an address)
Services require a Business Service Administrator (BSA)– Key contact for a Business Location for the management of
the selected Service • Approves and deactivates all user requests for Services at the
business location
• Establishes the company locations where permits and Mailer IDs will be linked
– The first user requesting a service for a business location will be prompted to assume the BSA role
Login and New Accounts
Business Customer Gateway 94
Login and New Accounts
Step 1. New user signs up at the Gateway landing page
Step 2. New user creates Username and Password
Business Customer Gateway 95
Step 3. New user selects business account
Step 4. New user enters company information
Login and New Accounts
Note: All Business locations receive a Customer Registration ID (CRID). The CRID is used to link all users and company information.
Business Customer Gateway 96
Step 5. New user reviews and confirms information
Step 6. New user reads and accepts the Privacy Act
Login and New Accounts
Business Customer Gateway 97
Step 7. New user selects a business service
Login and New Accounts
A user requests a service by selecting one of the service links
Users can add additional services and business locations later from the Gateway homepage
Business Customer Gateway 98
Step 8. New user selects the business locations to associate to the service
Step 9. New user account confirms or cancels the business service request
Login and New Accounts
Business Customer Gateway 99
Step 10a (BSA). New user has the option to assume the BSA role if they are the first to apply for the Service at the selected business location
Some Services require a Business Service Administrator (BSA)
The system prompts the first user to become the BSA .so the person the company wants to become BSA should register first.
The user has the option to assume the BSA role or wait for the Service until a BSA is assigned at the business location
The BSA agreement lists the Responsibility and Obligations and Terms & Conditions of Participation
Login and New Accounts
Business Customer Gateway 100
Step 10 (non-BSA)Access Pending
100
If Business Service Administrator already exists, the user receives a permissions pending notification
Login and New Accounts
Business Customer Gateway 101
Gateway – Service Requests
The system auto generates Request status emails User receives email confirmation of Business Service
Administrator status for the Service at the requested location(s)
Non-Business Service Administrator users receive an email notification of the status of the request
Login and New Accounts
Business Customer Gateway 102
Table of Contents
Highlights Basics
– Login & New AccountsYour Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Your Account Settings
Business Customer Gateway 103
Users can view their business locations and the services they
have at each
Users may request additional services or additional locations
for a service
User can see the status of their requests.
Administrator queue to approve user access requests.
Administrator tool to remove access or assign additional
users the BSA role.
Function
Profile
Request Access
Request Status
Request Inbox(BSA Only)
Manage User Access(BSA Only)
Business Customer Gateway Link
Profile Management Functionality
Your Account Settings
Business Customer Gateway 104
Profile Management
Gateway Profile links allow current users self-service
view their profile edit profile info for
affiliate location(s) request access to
additional business services and business locations
monitor a request status for approval
Your Account Settings
Business Customer Gateway 105
CRID
The User Profile displays the user’s Business locations including the CRIDs (Customer Registration IDs) associated to those locations.
The Profile also displays the Services a user has and locations for which that Service has been approved.
Note: The option for a user to remove Services is available through the User Profile.
Your Account Settings
Business Customer Gateway 106
Customer Registration ID (CRID)
Unique identifier created by the system to identify the USPS Customers at a business location address– Or each unique combination of Company Name and
physical address Connects a company information across all USPS applications Associates every Permit Number and Mailer ID issued (there
may be multiple Permit Numbers or MIDs associated to a single CRID)
When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation
A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location.
Your Account Settings
Business Customer Gateway 107
Request Access
Your Account Settings
Users can request access to additional services and business locations via the Request access link
Note: Users also have the option of having their BSAs assign them any additional Services and locations.
Business Customer Gateway 108108
Request Access
Your Account Settings
When requesting additional business locations, users may enter the CRID of the business rather than the name and address
Business Customer Gateway 109
When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation
A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location.
Business Service Administrators need to ensure their company users apply with the same business information that the initialing user entered for the desired location.
Your Account Settings
Business Customer Gateway 110
To ensure correct Business Location / CRID assignment, users may enter a business location by CRID when adding a new business location for a Service
Your Account Settings
Business Customer Gateway 111
Request Access
Confirm location entry
Your Account Settings
Business Customer Gateway 112
Request Access
Once all locations are added, select locations by check box and select Next
Your Account Settings
Business Customer Gateway 113
Request Access
Confirm the Service and locations
Your Account Settings
Business Customer Gateway 114
Request Status
Allows users to view status of their service requests.
Your Account Settings
Business Customer Gateway 115
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Business Services
Business Customer Gateway 116
A Business Service is functionality in a USPS application
Grouped under four business areas on the Gateway Landing page: Accounts, Design and Prepare, Mail & Transport and Track & Report
Service groups such as Manage Mailing Activity display components on the User homepage
If Service is not enabled, the system prompts user to add the Service
Business Services
Business Customer Gateway 117
Business Service Service DescriptionManage Mailing Activity (PostalOne!) Manage Mailing Activity is comprised of PostalOne!
functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information
Manage Mailing Activity Sub-Services Sub-Service Description
Summary Provides overview of recent transaction activity
Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts
Postal Wizard Provides mailers an online avenue to submit an electronic postage statement
Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files
Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements.
Dashboard Provides users the status of all electronically submitted mailings.
Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.
Business Services
Business Customer Gateway 118
Business Service Service DescriptionMailer ID Mailer Id supports all functionality associated with the
management of Mailer IDs, including applying for a MID and managing an MID profile.
Mailer ID Sub-Services Sub-Service Description
Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location
Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts
Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information.
Address Book Provides users capability to store data distribution recipient candidates for profile management.
Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.
Business Services
Business Customer Gateway 119
Business Service Service DescriptionSchedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry
appointment scheduling.
Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0)
Customer Label Distribution System (CLDS)
The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process.
Audit Mailing Activities (PostalOne!) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service.
Manage Electronic Verification Activity (e-VS)
The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files.
Manage Electronic Return Activity (PRS) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.
Business Services
Business Customer Gateway 120
Navigating the Gateway
• The HOME link on the Gateway will return a user to USPS.com
• The GATEWAY link returns a user to the Gateway Signed In page.
• The HELP link takes a user to the USPS.com Customer Service page.
• The SIGN OUT link returns a user to the Gateway Sign In page.
Business Services
Business Customer Gateway 121
Navigating the Gateway
Until users are approved for a Service, access and functionality will not be enabled
Business Services
Business Customer Gateway 122
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services Accounts
– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Accounts
Business Customer Gateway 123
Users may view linked permits.BSAs can link additional permits under Manage Permits.
Verify correct permits are linked to the desired business location CRID
Accounts
Manage Permits
Business Customer Gateway 124124
Manage Permits
Accounts
Business Customer Gateway 125
Manage Permits – Permit Profile
Accounts
Users may view linked permits for a business location CRID
Business Customer Gateway 126
Accounts
BSAs may link additional permits
Link additional permits if necessary. If validation fails, BSA should contact the Help Desk.
Manage Permits
Business Customer Gateway 127
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts
Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Design & Prepare
Business Customer Gateway 128
Link provides access to detailed information on Intelligent Mail Services
Design & Prepare
Business Customer Gateway 129
The Mailer ID System is designed for Mailers to manage assignment and data distribution for their Mailer IDs (MID)
The Mailer ID is a part of Intelligent Mail barcodes that is used to identify Mail Owners and/or Mailing Agents. The IDs are assigned by the USPS to each Mail Owner and/or Mailing Agent or other service providers that request them.
Design & Prepare
Business Customer Gateway 130
Acquire Mailer IDs
Obtain access to the Mailer ID service Review Mailer ID Summary
– Summary displays all Mailer IDs that are linked to a business location
– If company has Mailer IDs which do not display in the Summary, contact the Help Desk to have them linked to the correct location
Request a Mailer ID– Customers may request a 6 or 9-digit Mailer ID online– If Mailer ID is not available through the online application,
customers may contact the Help Desk Manage Mailer ID Profile
– Mailer ID profile needed if Full Service data distribution is desired
Design & Prepare
Business Customer Gateway 131
Step 1. User requests Mailer ID service if they do not already have access.
Step 2. User accesses Mailer ID system.
Design & Prepare
Access The Mailer ID System Acquire Mailer IDs
Business Customer Gateway 132
Step 1. MID Summary page will display all Mailer ID that are associated to the selected business location.
Step 2. If there is a Mailer ID that a business location has that is not displayed contact the Help Desk.
Step 3. To request a new Mailer ID select Request a MID.
Design & Prepare
Mailer ID Summary Acquire Mailer IDs
Business Customer Gateway 133
Step 4. System will display the number of MIDs that are available for the business location.
Step 5. If the type of MID wanted is not available, contact the Help Desk for assistance.
Step 6. Select type of MID, enter the number of MIDs requesting and click Request MIDs
Design & Prepare
Request a Mailer ID Acquire Mailer IDs
Business Customer Gateway 134
Step 7. Select for the system to automatically generate the MID or request a specific MID number to see if available.
Step 8. Select the program for which you are requesting to use the MID
Step 9. Select Request MIDs
Design & Prepare
Acquire Mailer IDs: Request a Mailer ID
Business Customer Gateway 135
Step 10. New MID is issued and added to the summary for the business location.
Acquire Mailer IDs: Mailer ID Issued
Design & Prepare
Business Customer Gateway 136
Establish Full Service Data Distribution Profiles
Complete Address Book entries– Identify data recipients by entry of their Mailer IDs
Delegate Mailer ID Management– MID owner has option to delegate management of their Mailer ID to
another party (may revoke at any time)– Delegated party manages Mailer ID profile on behalf of their
customer for data distribution Complete Profiles For Full Service ACS and/or Start-The-Clock /
Container Visibility– Mailing Preparer: Send this data to the preparer of the mailing – Mailer ID (MID) Holder: Send this data to the holder of the MID on
the mailpiece– Other - Single Recipient: Send this data to this single recipient– Other - Multiple Recipient: Send this data to the multiple recipient(s)
Design & Prepare
Business Customer Gateway 137
Design & Prepare
Step 1. Access the Mailer ID System from the Business Customer Gateway.
Step 3. Click Add Profile.
Step 2 Locate the MID for which you want to create a Data Distribution Profile.
Full Service Data Distribution
Business Customer Gateway 138
Step 4. Select desired data distribution option:• Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option• Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece.• Other - Single Recipient – sends ACS data to identified recipient.• Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. Hi-lighted options must have address
book entries.Step 5. Click Save Profile.
Design & Prepare
Data Distribution – Full Service ACS
Business Customer Gateway 139
Step 1. Select Business Location. Note: Each Business Location (CRID) has its own Address Book.
Step 2. Click Address Book: Add Data Recipients
Design & Prepare
Data Distribution – Address Book Entry
Business Customer Gateway 140
Step 3. Key in the MID of a possible data recipient. Note: You will need to know the MIDs of your data recipients.
Step 4. Click Add Entry
Design & Prepare
Data Distribution – Address Book Entry
Business Customer Gateway 141
Step 5. New data recipient candidate displays in Address Book and will be available for selection for all MIDs linked to the business location
Design & Prepare
Data Distribution – Address Book Entry
Business Customer Gateway 142
Steps and Profile Options are the same as Full Service ACS.
Design & PrepareData Distribution – Full Service Start-The-Clock/Container Visibility
Business Customer Gateway 143
Step 1. Click the box to delegate management of the data distribution for a MID to another company.
Step 3. Select Save Profile.
Step 2. Select the Company from the drop down box (box is populated from Address Book)
Design & Prepare
Full Service Data Distribution – Delegate Mailer ID
Business Customer Gateway 144
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare
Mail & Transport– Track & Report
Customer Support Business Services Administrator
Mail & Transport
Business Customer Gateway 145
Centralized Account Processing System (CAPS)– CAPS is an electronic postage payment system that
provides business mailers a centralized, convenient, and cost-effective way to pay electronically (e.g. ACH Debit, ACH Credit and Fed wires).
Customer Label Distribution System (CLDS)– CLDS is a suite of electronic services designed exclusively
for business mailers to order and manage label orders Customer/Supplier Agreements (CSAs)
– CSAs define mail preparation and entry for mailers and the postal plants where their mail is entered
Mail & Transport
Business Customer Gateway 146
Electronic Data ExchangeAccess to TEM is through the Manage Mailing Activity service
A. Log into your homepage. Request and get approved for Manage Mailing Activity.
B. Select Electronic Data Exchange once Request is approved
C. Select the Mail.dat version
Mail & Transport
Business Customer Gateway 147
Testing Environment for Mailers (TEM)
Customers who wish to test Mail.dat 8-1, 8-2 and 9-1 can do so using TEM
TEM was created to provide a safe environment for testing files and to centralize testing resources – New customers must first set-up a business account at
the Gateway user log-in
– Existing customers user accounts will be migrated for accessing the TEM environment
Mail & Transport
Business Customer Gateway 148
User selects the version of Mail.dat they wish to test and downloads the appropriate software.
Once a customer has successfully completed all required test scenarios, the Help Desk will notify them of the approval to submit to the production environment
User sends the Help Desk an email to initiate testing. Help Desk link opens an email to the PostalOne! Help Desk.
Submit Electronic Documentation in Test Environment
Mail & Transport
Business Customer Gateway 149
TEM
Customers selects the version of Mail.dat they wish to test, downloads the appropriate software and sends the Help Desk an email to initiate testing.
Help Desk link opens an email to the PostalOne! Help Desk. Users need to complete the email with the following information:
– Business Location Name
– Contact Person Name– Contact Person eMail– Contact Person Phone
Number– Data Exchange Method
to test– The Help Desk will
contact with test scenarios and timeline.
Mail & Transport
Business Customer Gateway 150
TEM Mail.dat 9-1
A customer will need to successfully transfer version 09-1 Mail.dat files to TEM before transferring version 09-1 Mail.dat files to the production environment
Only the Mail.dat version 09-1 supports the Full-Service option. A Customer Registration ID (CRID) and Mailer ID (MID) are required.
Mailers wishing to test Full-Service option capability using Mail.dat version 9-1 should follow the steps outlined in Intelligent Mail and Electronic Documentation: Ready, Set, Go available on RIBBS
Mail & Transport
Business Customer Gateway 151
Submit Electronic Documentation in Test & Production
Obtain access to the Manage Mailing Activity service Obtain the Intelligent Mail Full-Service Mailer Checklist
– Available on RIBBS at http://ribbs.usps.gov/index.cfm?page=intellmailguides
Access Electronic Data Exchange (from the Gateway Signed-In page)– Download 09-1 Mail.dat Client under Test Environment for
Mailers (TEM) – Contact Help Desk to start testing
Move From Test To Production– Once a customer has successfully completed all required
test scenarios, the Help Desk will notify them of the approval to submit to the production environment
– Help Desk also notifies local Business Mail Entry
Mail & Transport
Business Customer Gateway 152
Step 1. User requests Manage Mailing Activity service if they do not already have access.
Step 2. User obtains the Intelligent Mail Full-Service Mailer Checklist
Step 3. Obtain company CRID for electronic file submission
Submit Electronic Documentation
Mail & Transport
Business Customer Gateway 153
Mail & Transport
Postal Wizard (PostalOne!) – Postal Wizardallows you to complete, print, save, and
submit common forms used in the business mailing process. Schedule a Mailing Appointment (FAST)
– Through the Facility Access and Shipment Tracking (FAST) system, mailers can provide advance notification of drop shipment mailings.
Business Customer Gateway 154
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport
Track & Report
Customer Support Business Services Administrator
Track & Report
Business Customer Gateway 155
ADVANCE– The ADVANCE system is the in-depth method to track delivery and provide accurate
information on the status of Standard Mail and Periodicals in-home delivery dates Audit Mailing Activity (PostalOne!)
– The Audit Mailing Activity service allows read-only access to its users for all data associated to the permits or USPS Publication Numbers linked to the account. The user may not submit or change mailing information on this type of account
Balance & Fees (PostalOne!) Delivery Confirmation
– Verify the date, time, ZIP Code™ of delivery, and whether the delivery was made, attempted, forwarded, or returned
Mail Tracking & Reporting– Get delivery status information - online
Track & Report
Business Customer Gateway 156
View Full Service Information
Obtain access to the Manage Mailing Activity service– Users must be linked to the same company location as the
Mailer ID designated to receive the Full Service data Access Mailing Reports (from the Gateway Signed-In page)
– From the Mailing Reports page select the Reports link under Full Service
Start-The-Clock– Start-The-Clock Summary Report
Address Correction Service (Full Service ACS)– Download ACS Report– Download Nixie Detail Report
Track & Report
Business Customer Gateway 157
Step 1. User requests Manage Mailing Activity service if they do not already have access.
Step 2. User accesses Mailing Reports.
Track & Report
View Full Service Information
Business Customer Gateway 158
Track & Report
Step 3. Under Full Service, select Reports
View Full Service Reports
Business Customer Gateway 159
Step 4. Select Address Correction Service (ACS)
Track & Report
View Full Service ACS
Business Customer Gateway 160
Step 5. Select ACS Report :Two possibilitiesDownload ACS or download Nixie:Select Download ACS
Track & Report
View Full Service ACS
Business Customer Gateway 161
Track & Report
Step 6. Enter search criteria: • Mailing Group ID : a unique USPS tracking sequence number. The USPS creates this tracking ID for a Mail.dat job, for a Mail.XML mailing group, and for a Postage Statement Wizard postage statement) • Job ID (a unique up 8 character Alpha numeric field in the Mail.dat file that is user defined and managed)
Step 7. Enter an ID Number. The user must enter a whole number a Mailing Group ID or a Job ID number
Business Customer Gateway 162
Track & Report
Step 8. Select one option from the dropdown menu. The option is a value attribute within the job ID number Extract Value, Starting Value, Ending Value Or containing Value
Step 9. Data range: The user can select the Start and End dates or enter a date using the Calendar functional icon for both the start and end dates.
Step 10. Click on Search
Business Customer Gateway 163
Format can be Excel or Coma delimited (CSV)
Show the number of records displayed by the search
Track & Report
Step 11. Select criteria of search and download the data in the format of Excel (XLS) or Comma delimited (CSV)
Business Customer Gateway 164
Step 12. The Pop up box appears offering two options: Open or Save the excel file
Track & Report
Business Customer Gateway 165
View Financial Information
Obtain access to the Manage Mailing Activity or Audit Mailing Activity service– Users must be linked to the same company location as the
permits used to pay for mailings Access Mailing Reports (from the Gateway Signed-In page)
– From the Mailing Reports page select View Transactions View Transactions
– Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service
– Users may access postage statement details under Transaction Type
Mailing Summary– Report displays postage amounts by line item for a permit
and postage statement type
Track & Report
Business Customer Gateway 166
Step 1. User requests Manage Mailing Activity service if they do not already have access.
Step 2. User accesses Mailing Reports.
Track & Report
View Financial Information
Business Customer Gateway 167
Track & Report
Step 3. Select View Transactions
View Transactions
Business Customer Gateway 168
Users may access postage statement details under Transaction Type
Track & Report
Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service
Transactions Report
Business Customer Gateway 169
Track & Report
Report displays postage amounts by line item for a permit and postage statement type for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service
Mailing Activity Report
Business Customer Gateway 170
Users may access postage statement details under Transaction Type
Track & Report
Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service
Business Customer Gateway 171
Manage Electronic Return Activity (PRS) Manage Electronic Verification Activity (eVS) Signature Confirmation Track & Confirm
Track & Report
Business Customer Gateway 172
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Business Services Administrator
Business Customer Gateway 173
The Business Service Administrator (BSA)
Key contact for a Business Location for the management of the selected Service.
– Approves and deactivates all user requests for Services at the business location– Assigns the appropriate access levels to its users – Assigns additional approved users to the BSA role
The first user requesting a service for a business location will be prompted to assume the BSA role
User requests access to a Service for a business location, the system checks to see if that service requires a BSA.
– If yes, the system checks to see if the BSA is assigned– If no BSA, the user requesting access will be notified of the BSA requirement
and asked if they will assume the BSA responsibility If the user agrees to become the BSA the registration process continues. If user declines, the service request goes into a pending status until there is a
BSA for this Service at the Business Location– The request is held for 25 days, then is purged
Business Services Administrator
Business Customer Gateway 174
User Management – BSAs Only
Allows BSAs to manage the users for their Business Locations
Business Services Administrator
Business Customer Gateway 175
Request Inbox – BSA Only
The Request Inbox displays all access requests for which the user is the BSA. The BSA selects a request by clicking the last name of the requester.
Business Services Administrator
Business Customer Gateway 176
Request Inbox – BSA Only
BSA can then approve, deny, or return the request to their queue
Business Services Administrator
Business Customer Gateway 177
Request Inbox – BSA Only
When action (approve or deny) is taken on a request, the BSA receives a confirmation screen to confirm the action
Business Services Administrator
Business Customer Gateway 178
Manage User Access – BSA Only
Allows BSAs to assign or revoke the BSA role for other users.
Allows BSAs to request additional services and locations for their users
Business Services Administrator
Business Customer Gateway 179
Manage User Access – BSA Only
Business Services Administrator
Business Customer Gateway 180
Manage User Access – BSA Only
Business Services Administrator
Business Customer Gateway 181
Manage User Access – BSA Only
Business Services Administrator
Business Customer Gateway 182
Manage User Access – BSA Only
Business Services Administrator
Business Customer Gateway 183
BSA Responsibilities for Full-Service
User Access– Ensure company users are linked to the correct company location (CRID)– Ensure that all company users needing to submit eDoc or view full service
reports have access to Manage Mailing Activity Service eDoc Submission
– Make sure any company permit (s) are linked to the correct CRID(s) – If submitting eDoc, ensure that company location CRID is used in the Mail
Facility ID field of the Mail.dat file– Ensure mail containers are being linked to FAST appointments– If using Customer Supplier Agreements (CSA) verify through CSA service that
CSA is complete and ensure that CSA trip ID is included in Mail.dat file Data distribution
– Ensure company Mailer ID(s) are linked to the correct company CRID(s)– Create and/or edit Mailer ID profile if data distribution is desired– Apply for Mailer ID if needed (through Mailer ID Services)
Business Services Administrator
Business Customer Gateway 184
Table of Contents
Highlights Basics
– Login and New Accounts– Your Account Settings
Business Services – Accounts– Design & Prepare– Mail & Transport– Track & Report
Business Services Administrator Customer Support
Customer Support
Business Customer Gateway 185
The Customer Support section of the Business Customer Gateway provides links to public relations and resources
National Customer Support Center – RIBBS
Service Updates ePubwatch Business Service Network –
BSN eService Customer Support Contacts
– Help Desk Contacts USPS News & Information
Customer Support
Business Customer Gateway 186
Available Resources
Manager Business Mail Entry (MBME) Mail Design Analyst (MDA) PostalOne! Help Desk RIBBS Website Business Customer Gateway DMM Advisory Domestic Mail Manual (DMM)
Customer Support
Business Customer Gateway 187
Personal Resources
To find your local Business Mail Entry (BME) Manager, go to:– http://www.usps.com/ncsc/locators/find-bme.html
To find your local Mailpiece Design Analyst (MDA), go to:– http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp
For PostalOne! and Intelligent Mail support mailers call PostalOne! Help Desk 1-800-522-9085.– For PostalOne! and Intelligent Mail support USPS call
IT Help Desk 1-800-877-7435.
Customer Support
Business Customer Gateway 188
The RIBBS Website provides extensive Intelligent Mail Resources
Customer Support
Business Customer Gateway 189
Resources: RIBBS Guides and Specifications -- You can view or download the Guides and Specifications from RIBBS
Customer Support
Business Customer Gateway 190
Resources: RIBBS Guides
Domestic Mail Manual (DMM®) Federal Register Notice: Implementation of New Standards for
Intelligent Mail Barcodes A Resource Map to Intelligent Mail Documents A Beginners Overview to Intelligent Mail Services A Guide to Intelligent Mail for Letters and Flats User Access to Electronic Mailing Information and Reports Intelligent Mail Full Service Mailer Check List A Guide to Customer Supplier Agreements eDOC Process: A Guide for CPP Customers
Customer Support
Business Customer Gateway 191
Resources: RIBBS Specifications
Postal Service Mail.dat® Technical Specification Postal Service Mail.XML Technical Specification
– Mail.XML Technical Specification for Postage Payment and Reporting
– Mail.XML Technical Specification for Appointment Scheduling
– Mail.XML Technical Specification for Profiles and Full Service Feedback
PostalOne! Release Notes Intelligent Mail® Barcode Specification (USPS-B-3200) Pure 24-digit Intelligent Mail Tray Label Specification (USPS-B-
3216) Intelligent Mail Container Barcode Specification (USPS-B-3215)
Customer Support
Business Customer Gateway 192
Keep up with the latest news on Intelligent Mail® ServicesResources: RIBBS News
Click here for latest news
Customer Support
Business Customer Gateway 193
Resources: Business Customer Gateway The Business Customer Gateway is your new landing page
Customer Support
Business Customer Gateway 194
Resources: DMM Advisory
– Weekly Updates– New Features– Release Information– Tips– Archive of Updates– To sign up email go to
dmmadvisory@usps.com– http://pe.usps.gov/
dmmAdvisory.asp
–
–
Customer Support
195
Move Update Certification
Signature on the postage statement by either the mail owner or mailing agent certifies compliance
Mailers must record Move Update method Move Update reports furnished at sites with MERLIN
196
Postage Statement Move Update Method Checkbox
Postage Statement Move Update Method Checkbox
Postal Wizard
Statement
Entry
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Who Must Use Move Update?
Move Update is required for mailpieces claiming Presorted or Automation prices for First-Class Mail®
Move Update required for all mailpieces claiming Standard Mail prices
To meet the Move Update standard, mailers must be using addresses on mailpieces that have been updated using an approved method within 95 days prior to the mailing date
First-Class Mail or Standard Mail mailpieces that use an exceptional or an alternative address format are not required to meet the Move Update standard
199
Alternative Address Formats
Alternative Address Formats – DMM 602:● Simplified Address = “Postal Customer”● Occupant Address = “Occupant”
● Exceptional Address = – “Jane Doe or Current Resident” or – “Jane Doe or Current Occupant”
200
Move Update Methods
There are 6 ways a mailer can perform a Move Update.● 4 of these methods are pre-approved ● 2 of these methods require separate approval.
201
4 Pre-Approved Methods:
● Ancillary Service Endorsements● ACS™ or OneCode ACS®● NCOALink ® ● FASTforward® Multiline Optical Character
Reader
Move Update Methods
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Move Update Methods
2 Methods Require Separate Approval:
● Legal Restraint Method
● 99 Percent Accuracy Method
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Move Update Worksheetsfor Continuous DMUs
Continuous DMU customers may access the dashboard to locate the Move Update worksheets that are associated to the VRSRs
204
Move Update Worksheetsfor Continuous DMUs
From the dashboard, click on “View Verification Results” – this is a DMU-only functionality
Click on ‘View Verification Results’
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Move Update Worksheetsfor Continuous DMUs
Under Verifications column, click on “MU” (for Move Update) to access the worksheet
Results are immediately available after the MERLIN runs are complete
Step 3 – Set up your Profile
• Use the Business Customer Gateway to set up your profile
• Access the Gateway from from http://www.usps.com.
• New interface to all U.S. Postal Service Business Services
• Gateway is available for ALL business customers – large or small
• Centralized access to services under the Intelligent Mail Full-Service and Basic options
Access your account through the Business Customer Gateway
• New users choose a business account in registration process
• Business Services Administrator (BSA) roleo New business locations has at least one user
assigned to the BSA roleo BSA approves users’ services and access
• Request Service(s)o Manage Mailing Activityo Mailer ID System o Schedule a Mailing Appointment (FAST®)o CSA (Customer Supplier Agreement)
207
Step 3 – Set up your Profile
208
Business Customer Gateway
• Verify Business Profile o Verify CRID / Location(s)o Obtain CRID of business location (sending file)
Record this CRID in Mail Facility ID field in your Mail.dat® and Mail.XML® specification
• Acquire Mailer ID (MID) (if applicable)o Access Mailer ID system from the Business Customer
Gateway o Select business location to be linked to MID and Request
MID
• Validate Mailer ID (for record keeping)o Verify MID displays in Profile and is associated to the desired
location (CRID). o If user MID is not listed for your company location, user
contacts the Help Desk. 209
Step 3 – Setting up your Profile
Customer Registration ID (CRID)
• A Customer Registration ID (CRID):• is up to a 12-digit number to uniquely identify a USPS Customer
• connects a company’s information at a physical address
• may be assigned to a customer who does not have a Mailer ID
• may be associated to any Permit Number or Mailer ID
• eg. A customer with one facility will have a single CRID. A customer with five different facilities will have five different CRIDs.
• CRIDs can be used instead of MIDs in the Mail.dat files to identify either the Mail Owner or Mail Preparer unless you are delegating data.
• CRIDs CAN NOT be used for MIDs in the IM™ barcode• User’s define business locations via the Business Customer
Gateway
210
211
Mailer ID
212*from Business Customer Gateway presentation
Mailer ID
• Log on to the Business Customer Gateway
• Access the Test Environment for Mailers (TEM)
• Complete Full-Service File TEM Worksheet
• Complete TEM process
o Download Client software from TEM
o Send the Help Desk an email
o Receive test scenarios from Help Desk
o Submit Files with Test Scenarios
o Ready for Production 213
Step 4 – Test in TEM
Full Service Benefits
• Start-the-Clock
• Container Visibility
• Full Service ACSoChange of AddressoNixie
• Lower Price in November 2009
Online Reports
Electronic Messaging: Mail.xml
Full Service Data Distribution
• Full Service ACS For: oMail Owner or Delegate
• Start-the-Clock, Container Visibility For: oMail Owner or DelegateoMail Preparer or Delegate
• Mail Owner, Mail Preparer Identified in Electronic Doc:oMailer IDoCustomer Registration ID (CRID)oPermit
216216
Start-the-Clock information• Date when mailing was inducted for Day 0 processing• Provided to mail owner and mail preparer• Available after the mail has been verified and accepted by
USPS®
Container Visibility Induction Scans• Container scans where available
Start-the-Clock & Container Visibility
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Full-Service ACS™ACS™
Change-of-Address (COA)• Customer notifies the USPS®
that they have moved• USPS delivery unit files
information that the customer is no longer at that address
Nixie• Notification of non-delivery for
reasons other than a move
Mail owner or delegate receives COA and nixie data
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Services AvailabilitySERVICE
RECORDS DELIVERY
BARCODE
ASE REQUIRE
D
FEE BASIC
FULL-SERVI
CE
Non-Auto
Manual Address Correction
Hard copy None required,(optionalPOSTNET™ or IMb™)
Yes (optional for First-Class Mail letters& Periodicals)
Per manual notice issued
Traditional ACS®
Electronic via RIBBS™ or CD - Mailer chooses daily, biweekly, weekly, bimonthly, or monthly.
None required,(optionalPOSTNET or IMb)
Yes (optional for First-Class Mail letters& Periodicals)
Per electronic notice issued
OneCodeACS®
Automated via RIBBS - Mailer logs into website manually or through a script or other automated process to collect data.
IM™IMb Basic required
Yes (optional for First-Class Mail® letters & Periodicals)
Per automated notice issued
Full-Service ACS™
Automated via download – Mailer logs into Business Customer Gateway to access Reports or via Mail.XML Push/Pull
IMIMb Full-Service required
Yes (optional for First-Class Mail letters& Periodicals)
None for First-Class Mail. None for 30 days for Standard Mail® & Bound Printed Matter (fees apply for duplicates after 30 days). None for 60 days for Periodicals (fees apply for duplicates after 60 days).
219219
The online download capability is a web page that allows downloading of compressed files over HTTPS protocol (browser)
• Sign up to the Business Customer Gateway• Obtain a username and password• Obtain a CRID for your mailing location• Obtain access to “Manage Mailing Activity” to allow access to
reports functionality
Online Download
219
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Online Download - Reports
220
Click the “Address Correction Service (ACS)” link from the Reports page to download the Full-Service ACS™ COA or nixie reports.
221221
The “Download ACS Report” allows the user to search ACS COA records by Job ID, Mailing Group ID, Date Range, ID Number, certain value parameter and download the result set in a comma delimited (CSV) or Excel format.
Online Download ACS® COA
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Mail.XML® Receipt Methods
Mail.XML Push- USPS® invokes a customer’s Web Service method/URL and
pushes XML data to the customer Web Service
Mail.XML Pull- Customer sends request message invoking USPS Web
Services to pull data in XML format
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Third-Party Delegation
Full-Service ACS™ data distribution allows data to be sent to a third-party• Use Mailer ID to identify the By/For relationship• Establish Mailer ID Profile
Mail owners have two methods to grant data access to third-parties through relationship profiles• Static Relationship Profile• Dynamic Relationship Profile
224224
Delegation Profiles
Types of static profiles: Other – Single Recipient: all data for a service type associated
with a MID goes to third-party identified in the profile
Mail Preparer: data goes to a third-party only when that third-party is the mail preparer
MID on Piece: data goes to the owner of the MID used on the mail piece
Dynamic uses Cast of Characters file
Reference: A Guide to Intelligent Mail for Letters and Flats
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225
MID Delegation Single Recipient
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Summary of Company’s MID
COMPANY
COMPANY
COMPANY 20260-0826
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MID Delegation Address Book
COMPANY
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MID Delegation Address Book
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