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PRODUCT PLANNING AND MANAGEMENT

(PPM)

Version 10.8

Status: November 2012

PUBLISHER: Klopotek & Partner GmbH

Schlueterstrasse 39

10629 Berlin

Germany

Tel. +49 (0) 30.884 53 – 0

Fax +49 (0) 30.884 53 – 100

[email protected]

Copyright 2012

Klopotek & Partner GmbH

Schlueterstrasse 39

10629 Berlin

Germany

This document is copyright protected and contains confidential information from Klopotek & Partner GmbH

Any whole or partial use that is not allowed by contractual agreement requires prior written permission from

Klopotek & Partner GmbH. This applies in particular to the reproduction, duplication, editing, translating and

digitizing of copyrighted or confidential material.

Every precaution has been taken to ensure that the information concerning hardware and software

explained in this document is accurate and correct. However, errors and/or omissions cannot be entirely

excluded. Liability is therefore not assumed for incorrect information. The right to make technical changes is

always reserved.

Table of Contents

© Klopotek & Partner GmbH PRODUCT PLANNING AND MANAGEMENT (PPM) 3

EN_PS_PPM_108 (Status: November 2012)

Table of Contents

Product Pool - PPM-S-070/6.0 6

Complimentary Copy Delivery - PPM-S-010/6.0 13

Suppl: Permissions - PPM-Z-010/6.0 14

Suppl: Contribution Management - PPM-Z-015/6.5 15

Suppl: Product Pool - "Summary" tab - PPM-Z-270/10.8 16

Product Pool Series, Standing Orders, Loose-Leaf Editions, Sets - PPM-S-080/6.0 17

Product Component Manager - GEN-550/9.8 18

XML Export in ONIX 2.1/ONIX 3.0 format - PPM-X-130/7.1 (ONIX 2.1)/

PPM-X-250/8.0 (ONIX 3.0)

19

Production - PPM-S-020/6.0 20

Suppl: Project Optimization - PPM-Z-260/10.8 24

Advanced Scheduling Options - PPM-Z-170/8.8 25

Suppl: XML based Data Posting for the Extended Calculation - PPM-Z-220/8.8 26

Production Parallel Projects - PPM-S-022/7.6 27

Suppl: Processing Purchase Orders (Supplier Orders) - BSD-Z-090/7.1 28

Suppl: Multisupplier Currency - PPM-Z-190/8.8 33

Suppl: Supplier Letters: Plug-In for Word Processing - PPM-Z-150/8.3 34

Material Management - PPM-S-120/7.8 35

Production: Evaluation of Material and Product Consumption - PPM-S-130/7.8 37

Suppl: Collective Revision for Products via User Interface - PPM-Z-200/9.2 38

Production Cockpit - GEN-240/8.2 39

Contract Management (incl. Rights Summary) - PPM-S-110/6.0 40

Suppl: Rights Reversion - PPM-Z-080/6.0 46

Suppl: Contract Editing: Plug-In for Word Processing - PPM-Z-130/7.8 47

Suppl: Rights Acquisition - PPM-Z-100/6.0 48

Suppl: Rights Sale - PPM-Z-050/6.0 49

Publicity - PPM-S-060/6.0 50

Product ViewPoint - PPM-S-150/8.4 53

Table of Contents

4 PRODUCT PLANNING AND MANAGEMENT (PPM) © Klopotek & Partner GmbH


Royalty Statement (incl. Royalty Sub-Accounts, Rights Revenue) - PPM-S-030/6.0 54

Suppl: Account Navigator - PPM-Z-230/9.8 58

Suppl: Guarantee Payments for Royalties - PPM-Z-021/6.0 59

Suppl: Royalty Account - PPM-Z-110/7.3 60

Suppl: Rights Revenues incl. Reminder Option - PPM-Z-045/6.0 61

Invoicing Subsidiary Rights Claims - PPM-S-140/8.2 62

Suppl: Rights Revenue Reconciliation - PPM-Z-210/8.5 63

CCC Rightslink Import Rights Revenues - GEN-620/9.8 64

Suppl: Royalty Statement for Company Groups - PPM-Z-060/6.0 65

Royalty Recipient Export Interface - PPM-X-015/6.0 66

Export Interface Licensees - PPM-X-260/10.10 67

Royalty Recipient Import Interface - PPM-X-240/8.7 68

Royalty Statement Reporting - PPM-S-035/6.0 69

Statement Currency per Author - GEN-560/10.2 70

E-Statement - GEN-570/9.8 71

Royalty View - GEN-590/8.2 72

Authors Online - GEN-600/9.8 73

Suppl: Royalty Write-off - PPM-Z-120/7.3 74

Stock Accounting - BSD-S-050/6.0 75

Warehouse Management - BSD-S-060/6.0 76

Stock Valuation at Reprint Level - GEN-100/7.8 77

Suppl: Costs Statement Evaluation (Periodic Statement, Break Even Analysis) -

PPM-Z-030/6.0

78

Suppl: Online Postings in Cost Statements - PPM-Z-040/6.0 79

Interface Cost Information from the Financial Accounting Department -

PPM-X-050/6.0

80

Suppl: List Development - PPM-Z-070/6.0 81

Suppl: Remainder Sales - PPM-Z-090/6.0 82

Suppl: Notification System - PPM-Z-020/6.0 83

Table of Contents



Suppl: Multicurrency Capability - PPM-Z-140/8.0 84

Publishing Statistics Data & Procedures (BSD Introductory Package) - BSD-S-080/6.0 85

Publishing Statistics Data & Procedures (BSD Package 1) - BSD-S-090/6.0 86

Publishing Statistics Data & Procedures (BSD Packages 2) - BSD-S-100/6.0 89

Saving Report Parameters - GEN-030/6.0 91

Export Interface Supplier - PPM-X-150/7.8 92

Export Interface Costs of Sales - GEN-110/7.8 93

Production Interface Package - SAP-040/7.8 94

Royalty Interface Package - SAP-050/7.8 95

Book Sales Package - SAP-010/7.8 96

Import Interfaces Sales System North America (KNA_I_STAT) - PPM-X-210/8.5 97

Costs Statement Royalties Accrual Export Interface - BSD-X-220/8.5 98

Import Interface Statistics Information via CSV (Company Group Specific, ASP_I_ST) -

PPM-X-230 / 8.5

99

Import Interface Mohr Morawa Statistics and Warehouse Information (Company Group

Specific, ASP_I_MOMO) - PPM-X-220 / 8.5

100

Enhanced User Management and Password security (incl. LDAP) - GEN-180/8.2 101

Interface Editor - GEN-420/8.4 102

Suppl: Multilocation - PPM-Z-240/6.11 103

Premium address alignment - Deutsche Post - GEN-510/9.5 104

Confirmation of foreign VAT registration numbers - GEN-610/9.8 105

Customer Specific Plausibilities - GEN-005/6.5 106

UC4 Integration for Full Use License - GEN-640 / 9.8 107

Multi LCL (Language, Currency, Location) - GEN-580/10.2 108

UI Configurator - GEN-630/10.0 109

Suppl: Dashboard - IAP-Z-080/10.0 110

Suppl: Quick Search - IAP-Z-090/10.0 111

Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0 112

Suppl: Quick Connect - IAP-Z-110/10.0 113

Product Pool - PPM-S-070/6.0




Versions

• Versions, editions, title reprints

• Differentiation between versions by version type, (hardcover, paperback, special version etc.) or

by regional descriptions

• Version overview

• Hierarchical presentation of the versions/editions linked to the title

• Grouping product versions and editions as works

• Handling of non-physical products (e.g. electronic products) and physical, non-stocked products

(e.g. bookmarks)

• Structured according to proprietors, company groups, publishers, divisions and subject groups

• Complete incorporation of all bibliographic data

• Filing of title data in multiple languages

• Series affiliation

• Management of defined inter-product relationships at version level

• Edition-related historization of title, text and originator data

• Flexible specification of the fields to be synchronized for products in the same version family




• Highlighting of the synchronized fields

• Exporting parallel versions: Restriction to editions with identical edition numbers

• Use of product templates or user-defined specifications to copy base product data

• Modification history: display of logged product pool and production modifications

• Automatic generation of keywords from the title, subtitle, short title and descriptive text boxes

• Catchwords for title registration export

• Preview, publicity and marketing texts, contents descriptions, details concerning competing

products, internal notes

• VAT dependent on the country of origin and the medium

• Display of assigned marketing activities and product selections on a separate tab

• Sales tax calculation for the USA and Canada

• Import American tax tables via Web Application Server

• Settings for distribution handling, GTIN-Code determination

• Integration in CCM’s transaction management at the version and edition level

• Individual customer tab for viewing and editing products at version, edition and reprint level

• XML-based export of product data to Excel

• Multi-location: units of measure (weights and lengths), delivery status, prices. Replacement

products, product discount groups, unit costs and schedule templates

• SIU units of measurement system (système international d'unités) or US standard




Editions

• Manual or automatic allocation of ISBN (within pre-defined number ranges)

• ISBN validation

• Allocation of order numbers

• Publishing dates, shipping status

• Planning editions, print runs, reprints and sales

• Title registration using the international ONIX standard format

• Distribution information (replacements, notes, holds etc.)

• Production costs for stock evaluation of finished and semi-finished stock

• Comprehensive design features at reprint level

• Extended calculation on customized Excel® spreadsheets

• Automatic issue of DOI (Digital Object Identifier)

Prices

• Complete price history for all price types and currencies

• Edition-specific and period-related prices

• Gross, net and approximate prices

• Scale, group and special prices

• Automatic creation of foreign currency prices (of individual and quantity prices)

• Setting to adjust the extent to which the foreign currency price is dependent on the base price

• Period of validity for the assignment of a product to a price group

• Price synchronization to simplify product administration




Originator

• Quick recording of new originators in the address pool

• Adjustable types of originator

• Originator data log

• Version or edition related display of originator

• Tool for updating outdated addresses for all of the selected products/series

Contracts

(Contract Management license required)

• Display of all contracts applicable to the title

• Relationship to contracts (author contracts, editor contracts, translator contracts etc.) via an

integrated search option within the contract inventory

• Direct access to contract processing

• Creation of contracts from the product pool




Planning

Two different views for planning sales volume:

• For trade publishers

– Planning of sales quantities for each edition per distribution channel and year as well as

monthly

– Differentiation by pending orders, post-publication orders and complimentary copies

– Transfer of the planned sales volume to the "Production" module

• For academic publishers

– Planning of sales quantities per distribution channel for first printings and total edition

– Assignment of the planning data to an edition or a Digital Asset Collection (DAC)

– Transfer of the planned sales volume as product data and to the technical calculation in the

"Production" module




Classification

• Multi-level classification via freely definable categories and types

• Specification of value quantities and blank input fields

• Product Pool classification at version and edition level

• Freezing classifications (to prevent alterations)

• Predefined classifications based on combinations of publisher, division and subject group

• Assignment of user groups to classifications

Schedule

• Project development and control via time schedules

• Schedule Templates

• Targets, execution data, reminder data

• Task projection for each staff member and department

• Schedule management at version and edition level




Links und Texts

• Links as references to product files or URLs

• Product texts (content, comments, memo and quotes), optionally in HTML format

• Output of texts and links for XML, embedded in the catalogue via style sheets

Complimentary Copy Delivery - PPM-S-010/6.0



Complimentary Copy Delivery - PPM-S-010/6.0

• Transfer contract terms to Complimentary Copy Delivery (Version/First Edition/Next

Edition/Licensed Version)

• It is possible to have additional complimentary copy recipients

• Creation of shipping lists or generation of shipping transactions for distribution systems

• Complimentary copy accounts supported

• Prerequisite for the implementation: license for Product Pool

Suppl: Permissions - PPM-Z-010/6.0



Suppl: Permissions - PPM-Z-010/6.0

• Assignment of owners and agencies

• Creation and settlement of permissions

• Overview of permissions and statements per version


Suppl: Contribution Management - PPM-Z-015/6.5



Suppl: Contribution Management - PPM-Z-015/6.5

• Efficient support of the planning and production of contributions for books

• Collective revision for creating and editing contribution data

• Schedule planning

• XML-based export of the schedule for individual processing in Excel

• Communication with persons involved in the contribution (Originator, Editor, etc.)

– Contribution letter option: letter per contribution or per contributor (per title)

Collective revisions

• Collective revision of responsibilities and staff members: replacing, adding and removing

responsibilities and staff members for selected contributions

• Collective revision of schedules: replacing and removing tasks, departments and corresponding

staff members for selected contributions

• Available in the product contribution results list

• Prerequisite for use: Suppl: Collective Revision for Products via User Interface PPM-Z-200

Suppl: Product Pool - "Summary" tab - PPM-Z-270/10.8



Suppl: Product Pool - "Summary" tab - PPM-Z-270/10.8

An extensive range of product attributes from other tabs in the product pool are provided in aggregated form

on the "Summary" tab. This enables you to edit the data in a central location rather than needing to switch

between tabs.

The "Summary" tab provides a large number of data elements and options. These are boxes and options for

data from the version, edition and reprint levels.

• Values which can be modified directly on the "Summary" tab

• Values which can only be viewed on the "Summary" tab

• Links to tabs where you can enter complex values (e.g. data on originators)

• Simplified price management on the "Summary" tab

• Options for editing product data (e.g. "Generate ISBN")

If you have a license for the "UI Configurator" (GEN-230) product, your system administrator can rearrange

or hide boxes on the "Summary" tab.

Product Pool Series, Standing Orders, Loose-Leaf Editions, Sets - PPM-S-080/6.0



Product Pool Series, Standing Orders, Loose-Leaf

Editions, Sets - PPM-S-080/6.0

• Definition of series and processing models (loose-leaf, reference works, period)

• Management of order series and bibliographic series

• Structure of product hierarchies

• Creation of sets

• Sales tax split for sets according to standard prices or production costs per unit

• Proprietor wide title assignment to series and sets is possible

• Management of series texts (Contents, Comments, Internal Notes)

• Searching for series via one-off products

• Searching for products belonging to series

• Series structure accessible from the "Products" and "Series" modules, and as a tool


Product Component Manager - GEN-550/9.8



Product Component Manager - GEN-550/9.8

Product Component Manager

• Creation of flexible component structures where the structure itself is not dictated by the system.

• Creation of components whose characteristics can be individually configured.

• Definition of new components to fulfill individual product requirements

• Creation of a complex component structure any time during the process.

• Linking between components and products to be sold.

• Management of reusable components which can be used in different contexts.

• Export component properties via standard XML export procedures.

• Display components and their properties per product as report “Simple Component List”

• Prerequisite for use: Product Component Manager license

XML Export in ONIX 2.1/ONIX 3.0 format - PPM-X-130/7.1 (ONIX 2.1)/PPM-X-250/8.0 (ONIX 3.0)



XML Export in ONIX 2.1/ONIX 3.0 format - PPM-X-130/7.1

(ONIX 2.1)/PPM-X-250/8.0 (ONIX 3.0)

Interface for electronic exchange of product data on the basis of the internationally standardized ONIX

International data structure (Release 2.1 / Release 3.0)

• Standardized data structure

– Makes it possible to exchange data in a standardized fashion with different trading partners

– Supports optimization of data quality and speed when the data recipient is further processing

product data

• Multi-level transformation processes via consecutive XSL files

• The ONIX standard

– Defines standard informational elements (for example, for titles, originators and prices)

– Makes information uniquely identifiable by standardizing codes

– Communicates title data independently of the computer system used by the sender or

recipient

– Is internet compatible through XML formatting

• ONIX title registrations from PPM: configurable interface either on-demand from the product

selection or as a batch procedure

• Prerequisites for implementation: license for Web Agent XML Product Pool / XML Export Product

Pool

Production - PPM-S-020/6.0




Production Projects

• Product data, budget, suppliers, schedules

• Binding rates

• Covers (type, spine strengths, color), front and back endpapers, cover text

• Division of products (e.g. in chapters or product parts)

• Type of printing procedure and other design features

• Automatic calculation of the book block thickness and spine thickness

• Type area, font and type size, typesetting modifications and number of characters, head and

inside margin

• Product components and their color

• Paper attributes (paper qualities, paper grain, bleed, grammage) and calculation of the paper

requirement

• Printed sheets and signatures

• Checklists for internal and external transactions

• Modification history: displays logged production and product pool modifications

• Synchronization of data areas for production projects

• Transaction capability of the "Production" module




Collective revisions

• Collective revision of responsibilities and staff members: replacing, adding and removing

responsibilities and staff members for selected projects

• Collective revision of schedules: replacing and removing tasks, departments and corresponding

staff members for selected projects

• Available in the production projects results list

• Prerequisite for use: Suppl: Collective Revision for Products via User Interface PPM-Z-200

Budget

• Flexible calculation parameters

– Cost elements (variable and fixed, obligatory cost and overhead cost elements)

– Price elements for defining the price factors to be taken into account

– Supplier specific price lists, that can have different versions

• Digressive quantity/price scaling based on product data

• Calculation of costs per unit per finishing state

• Lifecycle calculations




• Calculation of run on prices

• Paper requirement calculation with and without spoilage, based on sheets or weight

• Validation of the number of pages and the paper quality

• Calculation of illustrated parts and text parts with printed sheets of different sizes

• Technical and extended calculation

• (Individual) Excel® sheet integration for independent budgeting and break even analysis

• Documentation from the cost estimate to the actual cost determination

• Versioning of estimates and calculations

• Budget based on comparable projects

• Calculation is optimized because only cost elements that have changed are calculated

• Manual entry of additional costs for the components of a product

(Prerequisite for product component management: a license for the Product Component

Manager (GEN-550)

• Import of actual costs for cost determination

• Report for calculation with pool data, stock data, costs and revenues as well as warehouse,

statistical, costing and royalty statement data for an edition of a title.

• Multilocation: units of measure (weights and lengths), calculation currency, price elements

Suppliers

• Supplier classifications

• Checklists

• Inquiries to various suppliers using product data and quantities

• Placing orders to suppliers via Microsoft Word®

• Determination of the most affordable supplier for one or more cost elements in the calculation

• Import of supplier price lists




Schedules

• Schedule planning and control

• Schedule framework for production projects using defined task templates

• Task lists with dependencies (critical path), automatic calculation of schedules

• Management of related subtasks as collective tasks

• Detailed schedules for each product part and author

• Start, end, schedule deferrals

• Production status overview for each production project

• Investigation of the entire production schedule

• Schedule control and overview for each staff member

• XML-based export of the schedule for individual processing in Excel

• Simplified linking of tasks to production schedules based on the product components

(Prerequisite for product component management: a license for the Product Component

Manager (GEN-550)

Suppl: Project Optimization - PPM-Z-260/10.8



Suppl: Project Optimization - PPM-Z-260/10.8

Bundling production projects together allows you to exploit synergies which can increase your productivity –

to this end it is necessary to synchronize the different project schedules.

The project optimization tool

• Enables flexible selection of the production projects which should be synchronized

• Provides an overview of the core production data of the production projects

• Provides a quick overview of the schedules for selected tasks for different production projects

• Enables the direct synchronization of the schedules for different production projects in a central

location

Advanced Scheduling Options - PPM-Z-170/8.8



Advanced Scheduling Options - PPM-Z-170/8.8

• Connecting subschedules from production projects, marketing activities or contributions (product

contributions) enables you to display the interdependence between, for example production

tasks and tasks from other departments

• Subschedules for each task enable detailed planning of individual tasks

• Creation of subschedules also for schedule templates

• Comparison between current and original planning via specific report using a snapshot function

– Modifications can also be accessed via Production Cockpit

• Manual modifications to planning dates results in a change in the task duration or an automatic

postponement of further planning dates

Suppl: XML based Data Posting for the Extended Calculation - PPM-Z-220/8.8



Suppl: XML based Data Posting for the Extended

Calculation - PPM-Z-220/8.8

In defined contexts, you can transfer data in an XML data structure from PPM data for individual preparation

to Excel. To do so, use the generated XML file as the data source to flexibly compose your templates and

add comprehensive data quantities from PPM to them.

• Two contexts are defined for production: the lifecycle calculation and the reprint calculation.

• Based on current cost calculation, you can create an XML file with a wealth of product, project

and calculation data that can be transferred to the extended calculation.

• The XML data structure can be adapted via XSL stylesheet. A standard stylesheet is provided by

Klopotek.

Production Parallel Projects - PPM-S-022/7.6



Production Parallel Projects - PPM-S-022/7.6

Parallel projects

• Bundling production projects with the same or similar specifications into a single parallel project

to optimize calculation of the technical production costs

• Synchronization of data in parallel projects with the data in the linked individual projects

• Synchronization of the extent within a parallel estimation for all individual calculations

• Transferring the planning costs of the parallel projects to Excel® to calculate the break even of

the merged project costs

• Reserving selected data from the extended calculation in PPM

• Display of the data in the Product Pool

• Prerequisite: license for the "Production" module

Suppl: Processing Purchase Orders (Supplier Orders) - BSD-Z-090/7.1



Suppl: Processing Purchase Orders (Supplier Orders) -

BSD-Z-090/7.1

Trade orders (in PPM and BSD)

• Ordering of products not produced by the publisher itself but that are purchased from a supplier

• Assignment of purchase products to a supplier in the product pool

• Manual entry of trade orders not directly supplied

• Transfer of orders to suppliers

• Display of open orders in the search

• Special batch procedure to automatically create trade orders when order is placed

• Management of a GTIN code




Marketing orders (in PPM and BSD)

• Creating supplier orders for marketing activities and campaigns

• Assigning marketing material from a marketing activity to a marketing order

• Order export




Production orders (only in PPM)

• Orders for internal products that are placed by the production department, e.g. print orders

• Production order can contain lines for several products and different order types

• Commission the production of product parts

• Assignment of semi-finished own and third-party products to the order line

• Assignment of material to the order line

• Assignment of cost elements to order lines

• Transfer of values from the calculation, calculation update

• Alignment of the order quantity and value

• Quantity checks in the production order: comparing the quantity ordered to the quantity

announced by the supplier and to the quantities stocked and charged

• Mapping of the material reservation and consumption for the order

• Allocation of the material or the product, can be reverse posted


• Possibility of evaluating suppliers by quality, quantity, value and date

• Order export

• Assignment of a Fin.Acc. account

• Assignment of product components to order lines (Prerequisite for implementation: a license for

the Product Component Manager (GEN-550))

• Prerequisite for the implementation: license for the "Production" module




Material orders (only in PPM)

• Warehouse-based management of materials for the production process

• Alignment of the order quantity and value

• Management of order and warehouse units

• Mapping of the material reservation and consumption for the order

• Shipping period for the order line and for the individual shipping items

• Any number of shipping items per order line for deliveries that are planned or have already been

made

• Stock transfer and orders for material for the individual shipping items

• Assignment of an invoice line to a shipping item

• Creation of an invoice for a shipping item

• Or: simultaneous or separate entry of materials in and the invoice assignment

• Calculation of material costs on the basis of an average price per shipment item (shipping item

management by creating a reprint)


• Order export

• Prerequisite for the implementation: licenses for the "Production" module and Material

Management




Transfer orders (in PPM only)

• Orders for transfers of material from one supplier to another

• Manual alignment of the order

• Generation of letters made possible by the connection to Word®

Suppl: Multisupplier Currency - PPM-Z-190/8.8



Suppl: Multisupplier Currency - PPM-Z-190/8.8

You can work with suppliers who use different currencies for invoices than the publisher’s standard currency

for the finance system.

• Production

– Use of price lists with differing currencies for calculation, conversion of result in calculation

currency. Foreign currency values and exchange rate are saved in calculation

– Supplier comparison from price lists with different currencies

– Direct comparison of different suppliers’ costs for print run-specific selection of suppliers per

cost element in technical calculation

– Calculation data can be displayed in a different currency than the calculation currency.

Conversion is done in real-time using the current exchange rate

• Supplier orders

– Supports supplier orders in foreign currency

• Incoming invoices

– Incoming invoices also available in foreign currency

– Cost calculation in calculation currency

Suppl: Supplier Letters: Plug-In for Word Processing - PPM-Z-150/8.3



Suppl: Supplier Letters: Plug-In for Word Processing -

PPM-Z-150/8.3

• Converting a document using web services

• Combined functionality: merging current data from supplier letters from PPM and textual

components from the Word® template

• Easy printing from Microsoft Word® 2003 of supplier letters updated with the help of PPM

• Web server-based options for

– reading XML supplier order letters

– accessing fragments of the XML document

– linking XML fragments with conversion instructions in XSL and CSS

– converting supplier order letters and making them available in the Word® document

• Word® macros and options support users with the design of a template accessing PPM data

• Server-side control of access to PPM data, taking into account the user access rights stored in

the Klopotek system

• Prerequisite for implementation: Microsoft Word® 2003

Material Management - PPM-S-120/7.8




• Warehouse-based management of materials for production process

• Material purchase order

• Time-oriented analysis of requirements (critical stock level, missing stock)

• Stock transfer and orders for material

• Display in table format of all purchase orders for and consumption of material

• Graphical display of changes in quantities over a timeline

• Indication of availability of a material

• Control of material availability for a production project




Material Disposition

• Identification of the future material requirements taking into account the stock and the required

time period (time-oriented demand analysis)

• Filtering by production supplier, material type and material, order type, consumption status and

effective date

• Display of all material orders, consumption and storage in a table or as a graph

• Generation of transfers

• Display of the current stock for all disposable materials

• Transfer of material from one supplier to another (creation of a transfer order)

• Procurement of material (creation of a material order)

• Requirements: Processing purchase orders must be licensed

Production: Evaluation of Material and Product Consumption - PPM-S-130/7.8



Production: Evaluation of Material and Product

Consumption - PPM-S-130/7.8

• Posting of the material consumption and assumption of costs for the product

• Posting of the consumption of semi-finished products with assumption of costs for the third-party

product

• Prerequisite for implementation: license for the Stock Evaluation at Reprint Level

Suppl: Collective Revision for Products via User Interface - PPM-Z-200/9.2



Suppl: Collective Revision for Products via User Interface -

PPM-Z-200/9.2

• Collective revision of responsibilities and staff members: replace, add to and delete

responsibilities and staff members for selected products and projects

• Collective revision of classifications: replace, add to and delete categories and values for

selected products

• Collective revision of publisher, division, subject group: replace publisher, division and subject

group for selected products

• Available in results list for products and product selection

Production Cockpit - GEN-240/8.2



Production Cockpit - GEN-240/8.2

• Overall control and ease of monitoring of production processes

• Evaluation and analysis of complex production processes

• Readily available information about critical situations allowing for immediate intervention

• Automatic process status evaluation

• Individual configuration and definition of important observation points to meet your own needs

• Tolerance definitions with stored process parameters for deviations specifically for your own field

of work

• Complete overview of all product groups, production projects and dates

• Extensive filter possibilities e. g. by task, responsibility or external service provider

• Production Cockpit is a browser-based application which can call up context related data directly

from PPM

Contract Management (incl. Rights Summary) - PPM-S-110/6.0



Contract Management (incl. Rights Summary) -

PPM-S-110/6.0

• Issuing publishing contracts

• Various contract types (author's, editor's, translator's, contributor's, rights acquisition, and rights

sale contracts, contributor flat-rate royalty)

• Contract creation using pre-completed contract templates and from the rights acquisition

transactions

• Management of all usual contract specifications (contract object, contract party, validity, rights of

use, royalty agreements, royalty allocation, deadlines, complimentary copies, agencies,

allowances, fees, addenda etc.)

• Agency processing: the originator's statement with his tax terms on the agency's royalty sub-

account

• Management of the contract status (for example, " In Progress") and the individually definable

contract phase

• Royalty allocation according to contribution portions

• Specification of minimum payment amounts

• Calculation of the contract end (depending on the earliest or latest publication date)




• Automatic contract extensions possible for next editions

• Basic system for the royalty statement

• Guarantee payments and flat rate royalties in foreign currencies

• Relationships to contract parties, agencies, payees via integrated search and quick record

options in the Address Pool

• Multi contracts to bracket individual contract units

• Management of contract addenda

• Storage of individual defined informational texts

• Authorization of contracts

• Access restriction for display, modification and creation of new contracts

• Modification history: display of the logged changes to the contract data

• Digital Asset Management: versionable files for contracts are saved in database to ensure

central accessibility and standardized processing

• Integration of contracts in CCM transaction management




Terms

• Publication-related terms: publishing date, minimum print run, minimum price, distribution

channel, version type

• Free ads, remaindering rights, approval requirement, rights reversion, obligation to notify,

deadlines, options

Contractually stipulated royalty rules

Royalties

• Accounting terms: statement and payment currency, statement frequency, offsetting, special

terms

– Different statement frequencies for royalties on sales and rights revenues in acquisition

contracts

• Limited offsetting against other contracts:

– starting from a specified time

– up to a specified limit

– only if advance payments have been offset

– only if the guarantee sum is earned out

– only after the specific effective date of a statement or after the main title of the contract has

been published

• Advance payments (advance payment, flat rate royalty or guarantee payment), installment

specifications, dues

• Advance payments in foreign currency can be stored per installment with a fixed exchange rate

• Bonus payments upon a specified event or upon reaching a certain sales volume

• Management of advance payments and flat rate royalties in one contract

• Due dates, periodic payments, payment methods




• Sales, edition size, unit, pages, lines, printed pages, and flat rate royalties

• Statement basis: gross retail price, net retail price, net revenue, as well as gross and net listed

prices and net sales revenue

• Distribution fee (per contract and per royalty scale) to lower the statement basis, reserves

against returns

– Complex royalty rules for royalty on sales and edition

– Royalty rule: combination of version type, distribution channel and region

– Definition of validity period per royalty rule

– Royalty scale per royalty rule

– Possible to group royalty rules to begin a scale together

– High discount rules and discount scales

– high discount cap: the high discount rule does not apply to discounted sales above this limit

– Alternative royalty rates for customer-specific royalty rules

Range of rights

• Publication rights and subsidiary rights for rights/formats, languages, distribution channels and

areas (exclusive/non-exclusive)

• Management of exclusive and non-exclusive publisher and subsidiary rights

• Group of distribution channels to simplify the definition of rights and of royalty rules

• Allocating the subsidiary rights revenue, scales depending on the amount of the subsidiary rights

revenue

• Offset limit for subsidiary rights revenues

• Validity check of the rights in all linked acquisition and rights sales contracts as well as in all

exclusive rights sales transactions for the title




Title information

• Title information in the rights sale contract

• Controlling rights revenues due via the title’s publication date

Management of various license agreements (e.g. co-editions, services)

• Overview of prices, royalties and costs, determination of the gross profit

• Management of incoming payments with payment lines

Rights sales contracts

• Automatic validation check when subsidiary rights are sold




Rights summaries

• Targeted summaries within the rights inventory

• Monitoring of rights situation

• Available rights

• List of expiring rights

• E-mail function to inform licensees of expiring rights

Suppl: Rights Reversion - PPM-Z-080/6.0



Suppl: Rights Reversion - PPM-Z-080/6.0

• Reversion of rights arising from current contracts

– Reversion of the publication rights

– Determining the contract end

– Correspondence with agency/owners

• Prerequisite for implementation: license for Contract Management

Suppl: Contract Editing: Plug-In for Word Processing - PPM-Z-130/7.8



Suppl: Contract Editing: Plug-In for Word Processing -

PPM-Z-130/7.8

• Processing of contract data from PPM as XML documents

• Multi contract-enabled: if a contract is linked to other contracts in PPM

• Combined functionality: current contract data from PPM and textual components from the Word®

template are merged

• Easy to print contract texts updated using PPM from Microsoft Word® 2003

• Web server-based options

– for reading XML contract documents

– for accessing fragments of the XML document

– for linking XML fragments with conversion instructions in XSL and CSS

– for converting contract data and making it available in a Word® document

• Word® macros and options support the user in formatting a contract template with access to

PPM contract data

• Access to the contract data in PPM controlled on the server side taking into account the user

access rights stored in the Klopotek system

• Easy to generate different contract templates

• Prerequisite for implementation: Microsoft Word® 2003

Suppl: Rights Acquisition - PPM-Z-100/6.0



Suppl: Rights Acquisition - PPM-Z-100/6.0

• Planning and execution of rights acquisitions

• Correspondence with owners, agents and scouts

• Registration of proof material and received manuscripts

• Management of options including their ranking and exclusivity

• Simplified royalty rules

• First reader and reader's report

• Negotiation history

• Automatic creation of publisher contracts from the offer data with the option of automatic product

creation

• Creation of offer letters

• Modification history: display of logged changes to the rights acquisition transaction

• Integration of rights acquisition transactions into CCM transaction management

Suppl: Rights Sale - PPM-Z-050/6.0



Suppl: Rights Sale - PPM-Z-050/6.0

• Easy management of sales transactions (title, rights purchaser, agency, rights, order, shipment,

checking, contract, option) via an integrated search and quick recording of products and rights

purchasers

• Comprehensive validity check of the rights for the titles in all linked acquisition and rights sales

contracts as well as in all exclusive rights sales transactions

• Lists of rights sales transactions on the screen, sorted by title or rights purchaser, color

differentiation between different sales stages

• Warning message for licensees already classified as bad payers

• Creation of offers, cover letters for proof copy shipments (mail merge or e-mail), reminders

• Management of options including their ranking and exclusivity, automatic re-ranking, option

period end automatically determined

• Automated shipment of proof copies through the BSD Sales and Distribution system

• Automated update of rights sales transactions status

• Automated e-mail sent to prospects when rights are sold

• Generating a rights sales contract from a rights sales transaction

• Display logged modifications to the rights acquisition transaction and to the licensee in the

modification history

• Integration of rights sales transactions into CCM transaction management

• Rights sales mailings: generation of e-mails to selected business partners and automatic

creation of the corresponding rights sales transactions

Publicity - PPM-S-060/6.0




Planning and execution of all reviewer and media related activities

• Editors and reviewers

– Unlimited classification features

– Offers, orders and shipments

– Delivery notes for shipment from the premises

– Automatic distribution via distribution system

– Review follow-up

– Selections via publicity transactions (review copy) and freely definable classifications

• Display

– Publicity contact with review copies of any titles

– Titles for which review copies have been created

– Review copies for any titles and publicity contacts




• Review copy processing

– Mass creation of review copies for several publicity contacts and titles in one single operation

– Mass shipment of review copies

– Optional duplicate check

– Offer letters

– Integration of address search and Product Pool search




• Shipment

– Shipment documents for galleys, reading and review copies

– Additional text notes, summary of contents and information on pictures, publicity package

etc. on the shipment documents

– Shipment label

– Flexible selection of review copies to be shipped

– Shipping transactions, transfer to the order interface

– Reporting on title and shipping lists

Product ViewPoint - PPM-S-150/8.4



Product ViewPoint - PPM-S-150/8.4

• Flexible, individually scalable, browser-based information tool

• Targeted overview of business process data

– Compact information display of the most important title, design, and distribution information

for the edition

– Stock is differentiated by warehouse, and stock type, and sorted according to finishing and

quality states

– Sales are differentiated into normal and special sales for each year; displays unbilled

shipments, returns, unsold copy quotas, and balanced sales

– Sales revenue is differentiated into normal and special sales for each year; displays credit

notes and quotas as well as balanced sales revenue

• Secure, real-time data access via internet browser or directly from PPM

• Different information is available to staff in different departments

• Personalized overview layout and contents: which data should be shown how and where

• Prerequisites for use:

– License for Publishing Statistics Book Basis (Data Basis and Procedures)

– for the administrative part: License for Product ViewPoint Administration

Royalty Statement (incl. Royalty Sub-Accounts, Rights Revenue) - PPM-S-030/6.0



Royalty Statement (incl. Royalty Sub-Accounts,

Rights Revenue) - PPM-S-030/6.0

• Creditor and debtor handling based on the contract data

• Royalty types: sales, edition size, flat rate, unit and pages royalties and rights revenue shares

• Statement basis: gross retail price, net retail price, net revenue, gross listed price and net listed

price and net sales revenue

• Royalty statement with a time period reference

• Royalty sub-accounts: several accounts for each contract party, contracts can be offset,

reference value sales or sales revenue

• Rights accounts for posting internal rights revenues

• Any currency to be agreed, any payment currency; company-group specific statement currency

for royalty accounts

• Conversion of sales lines into the company group's or the proprietor's standard currency

• Settlement of advance payments

• Agreement and payment of guarantee payments and flat-rate royalties in foreign currency

possible with option to compensate for currency differences




Royalty statement: detailed view

• Contract independent manual postings with optional currency differences adjustment

• List of payments due (unpaid installments for irregular payments, advance and guarantee

payment installments due, bonus payments and next periodic payment installments due)

• Checking the account balance with total payments, balance of deductions and credits

• Detailed royalty entries with statement positions

• Statement due date control

• Statement documents

• Generate PDF royalty documents and archive the documents in the system

• Correct statement for price changes

• Checklists by contract parties and documents or by products, contracts and contract parties

• Withholding regular payments by separating debits and credits

• Debit entry generation of due and posted royalty documents based on the effective date

• Optional VAT calculation starting only upon payment/debit

• Bundling debits on one of a royalty recipient's royalty sub-accounts

• For associated companies: the posting and offsetting is applied to the lead publisher

• Automatic allocation according to contribution split

• VAT according to the product

• Adjustable income tax and social security tax withholding

• Manual postings with different VAT rates possible

• Cost classification for flat-rate royalties for services. Validation of the values entered against the

values in the financial accounting system possible.

• Royalty statement dependent on price type

• Can handle and control bonus copies




• Reserves against returns per title, contract and type of title (returns and cancellations as a

percentage)

• Advance deduction of cover costs and other costs

• Definition of minimum payment amounts

• VAT is taken into account

• Company group specific settings for the calculation of VAT

• Income tax-exempt royalty on sales

• Account correction, to reverse account transactions in PPM or recreate transactions in the

financial accounts

• Possible to adjust and repost quantities

• Royalty preview statements to determine royalty liabilities with accrual

• List of royalty liabilities: better overview of the liabilities for the individual royalty accounts

• Reaching minimum royalty

• Closing statement for editions and versions

• Two ways of handling negative royalties (remissions)

– increase carryforward for offsetting against the guarantee / advance payment

– reduce credit

• Statement modifications:

– modification of the initial data

– manual statements for any date

– deletion of initiated entries

– modification of the balance

• Display of sales and stock data in addition to the royalty statement

• Central CR&R finance interface for transfer of PPM royalty data to respective financial

accounting system

• Configurable notification for address modifications which are relevant for the royalty statement




Rights revenues

• Recording incoming rights revenues and linking them to corresponding rights claim

– Preset rights parameters with values of the rights sales contract

• Overview of payments made, contractual terms and unpaid claims

• Claim bundling for each licensee for efficient processing

• Links between claims and payment receipts

• Transfer of invoice totals from invoices for rights claims

• Configurable standard documents for rights invoices

• Proportionate allotment of the licensing revenues to the owners

• Display revenue allocation status

• Entering the rights revenues to the royalty account

• Transaction capability of the "Rights Revenues" module

• Standard interface for rights revenues (batch procedure to read rights revenue receipt, revenue

sources and distribution of rights revenues to licenser)

• Prerequisite for implementation: licenses for Contract Management and Publishing Statistics

Data & Procedures (BSD Introductory Package)

Suppl: Account Navigator - PPM-Z-230/9.8



Suppl: Account Navigator - PPM-Z-230/9.8

The account navigator is a tool for displaying the complex structure of royalty accounts in a clear manner.

• The system displays royalty-relevant contracts, authors, agencies and products data in a single

location.

• It is possible to open the different corresponding forms (e.g. for contracts) from within the

account navigator.

• Export data as Excel files.

• Prerequisite for use: Licensing of contract management and royalty statement

Suppl: Guarantee Payments for Royalties - PPM-Z-021/6.0



Suppl: Guarantee Payments for Royalties - PPM-Z-021/6.0

• Processing guarantee payments

• Definition of guarantee payments in the "Contracts" module

• Posting of the guarantee carry forward (of the contract value) and guarantee offset via batch

procedure

• Generation of a guarantee log to review the postings made

• Display of the guarantee sums and the splits still to be offset or paid to the contract party's and/or

agency's royalty sub-accounts

• Possibility of correction

• Prerequisite for implementation: licenses for Contract Management and Royalty Statement

Suppl: Royalty Account - PPM-Z-110/7.3



Suppl: Royalty Account - PPM-Z-110/7.3

Collective view of all royalty sub-accounts of a creditor

• Display of the royalty postings and documents in a posting list

• Grouping by company codes, royalty sub-accounts and, if applicable, statement periods. The

following is displayed per grouping level as well as in the total sum for a creditor:

– Carry forward from the statement of the last effective date

– Sums of the debits and credits

– Balance of the debits and credits

– Balance of the advance and guarantee payments still to be paid

– Balance of the advance and guarantee payments still to be offset against royalties

• The following is displayed per document:

– All postings of the document

– Credit amount

– Income tax withheld

– Additional tax

– VAT

– Payment amount

• Options for filtering the posting list

Suppl: Rights Revenues incl. Reminder Option - PPM-Z-045/6.0



Suppl: Rights Revenues incl. Reminder Option -

PPM-Z-045/6.0

• Transferring amounts based on installments filed in the rights sales contract, as open sub. rights

claims with due dates

• Manual creation of subsidiary rights claims for small rights

• Automatic generation of follow-up claims

• Reminder option with integrated letter interface to reminder status monitoring and creation of

reminder letters

• Reminder stop for rights claims

• Indication of bad debts

• Cancellation of sub rights claims, with credit note for cancellation, where necessary

• Prerequisite: licenses for Contract Management and Royalty Statement

Invoicing Subsidiary Rights Claims - PPM-S-140/8.2



Invoicing Subsidiary Rights Claims - PPM-S-140/8.2

Automatic generation of sub rights claims per installment due for valid sales contracts

• Possibility of creating invoices or pro formas (can be varied for sales contracts and copyright

permissions)

• Default setting for licensee per contract type and country

• Generation, posting and accrual of revenue shares belonging to the original licenser for invoices

• Sales tax determination for invoices, if applicable

• Invoice transfer to the financial accounting system via interface

• Prerequisite for implementation: Contract Management and Royalty Statement licenses

Suppl: Rights Revenue Reconciliation - PPM-Z-210/8.5



Suppl: Rights Revenue Reconciliation - PPM-Z-210/8.5

You can use this function to compare rights revenue data entered and modified in PPM against the postings

in your financial accounting system. This reconciliation is performed on the level of a posting month.

• A convertor for financial accounting postings takes the data from the interfaces, assigns it to

postings and writes these in the financial accounting interface.

– You can differentiate between data which has already been exported and data which has not

yet been exported.

– With data that has already been exported, you can in turn differentiate it between data which

is still in the export tables and data which has already been exported to the financial

accounting interface.

– The system displays these different amounts as a posting list in the user interface.

• Prerequisite: PPM-X-200 / 8.2 Export Interface Rights Revenues (PROC_EXP/PROC_E_DLM)

must be licensed

CCC Rightslink Import Rights Revenues - GEN-620/9.8



CCC Rightslink Import Rights Revenues - GEN-620/9.8

Batch procedure which import rights revenues which were settled via the "MVB RightsLink" internet portal.

These rights revenues can be processed like system-internal rights revenues, so it is no longer necessary to

enter these revenues manually.

• MVB Marketing- und Verlagsservice des Buchhandels GmbH and the Copyright Clearence

Center (CCC) operate the "MVB RightsLink" internet portal where usage rights can be requested

and granted online. CCC collects the fees due from the licensee and provides the licensing

publisher with quarterly sales statistics. CCC and MVB withhold a commission as the portal

operators.

• The procedure imports sales statistics data into the interface tables.

• Tax is determined in accordance with European Union regulations. The procedure can only be

used by publishers who are based in an EU member state.

Suppl: Royalty Statement for Company Groups - PPM-Z-060/6.0



Suppl: Royalty Statement for Company Groups -

PPM-Z-060/6.0

• Access royalty statements for each or all company groups

• Access royalty previews for each or all company groups

• Create royalty recipients data for each or all company groups

• Access royalty account entries and financial accounts via the batch monitor

• Prerequisite for implementation: licenses for Proprietor Management and Royalty Statement

Royalty Recipient Export Interface - PPM-X-015/6.0



Royalty Recipient Export Interface - PPM-X-015/6.0

Batch process for supplying royalty recipient pool data for exporting into financial accounts independent from

an actual royalty statement

• The three modes of operation of the batch process:

– Difference export: Export of data of royalty recipients for whom changes have been made

since the last time the export batch was run

– Total export: Export of data of all royalty recipients

– Selection of specific royalty recipient data using an SQL script

Export Interface Licensees - PPM-X-260/10.10



Export Interface Licensees - PPM-X-260/10.10

Licensees entered in PPM can be exported to the financial accounting system via an interface using this

batch procedure.

• Data on licensees does not need to be entered a second time in the financial accounting system

• Full or difference export possible

Royalty Recipient Import Interface - PPM-X-240/8.7



Royalty Recipient Import Interface - PPM-X-240/8.7

If you use an external system to store the master data for royalty recipients, you can use the batch

procedure "PPM Royalty Recipient Import (CRH_IMP)" to minimize the effort entailed by handling data twice.

• The batch procedure uses an interface to copy royalty recipient data from the external system

and so augments or updates your PPM data.

Royalty Statement Reporting - PPM-S-035/6.0



Royalty Statement Reporting - PPM-S-035/6.0

• The Royalty Statement Report Package contains the following reports:

• Budget List

• Royalty by subject groups

• Royalty payable sales per title

• Volume of royalties over period, Volume of royalties per title

• Royalty payments list

• Account balance

• Payments list

• Subsidiary right receipt and subsidiary right receipt (detailed view)

• Guarantee carry forward not recovered

• Royalty accounts net

• Initiated payments by title

• Royalty statement preview by titles

• Royalty check list by titles and contract parties and also contract parties and documents

• Royalty error list

• VAT withheld

• Tax Notification (Germany AWV Z 5a)

• Incoming payments - (Germany enclosure Z4 for AWV)

• Outgoing payments - (Germany enclosure Z4 for AWV)

• Reporting procedure

• Reporting procedure as ASCII file

• Quarterly report (cover sheet)

• Quarterly report (enclosure)

• Mandatory social insurance payments for artists

• Prerequisite for implementation: licenses for Royalty Statement and Publishing Statistics Data &

Procedures (BSD Introductory Package)

Statement Currency per Author - GEN-560/10.2



Statement Currency per Author - GEN-560/10.2

Generally, royalties are settled in the publisher's standard currency, however you can accommodate foreign

authors by settling their royalty statement in the currency of their country.

• An author's royalty account can be managed in a statement currency which differs from the

standard currency of the company group. Postings and transactions are maintained additionally

in the standard currency.

• The statement currency is used for all regular and irregular statements as well as all the author's

other royalty documents.

• The financial interface receives the transactions, postings and accruals in the currency used by

the company group.

• A batch procedure calculates currency gains and losses in relation to an effective date. These

gains and losses can be transferred to the financial accounting system via the financial interface.

E-Statement - GEN-570/9.8



E-Statement - GEN-570/9.8

• After creating, checking and releasing royalty statements, you can save the documents in the

database as individual PDFs with the help of a batch procedure.

• PPM offers fast access to the documents created via

– the list of postings in the royalty sub-account

– the transaction list in the account navigator

– the document archive in the account navigator.

• The "E-Statement" license is included in the "Authors Online (GEN-600)" license. Authors Online

displays the documents in a document archive after release and makes them available for

authorized authors/agencies to download.

Royalty View - GEN-590/8.2



Royalty View - GEN-590/8.2

• Direct, transparent and up-to-date access to royalty data via HTML/JavaScript-based front-end

• Royalty account access from PPM

• Layout of windows can be designed as required

• Content displayed:

– Overview: contractually agreed advance payments, revenues and balances

– Advance payments: contractually agreed advance payments with status

– Earnings by period: total royalties and sub rights earnings for each statement period

– Royalties by market: number of units and royalties by sales markets (combination of

distribution channel, area and discount rate)

– Royalties by version: number of units and royalties by version types

– Sub rights earnings by type: sub rights earnings by rights type, language and distribution

channel

Authors Online - GEN-600/9.8



Authors Online - GEN-600/9.8

• Direct, transparent and up-to-date access to royalty data via HTML/JavaScript-based front-end

• Royalty account access via internet browser or directly from PPM

• Authorization of authors and agencies to view their royalty accounts

• The "Authors Online" license includes the "E-Statement (GEN-570)" license. Electronic royalty

statements are displayed in Authors Online where they can be downloaded by authors.

• Layout of windows can be designed as required

• Content displayed:

– Overview: contractually agreed advance payments, revenues and balances

– Advance payments: contractually agreed advance payments with status

– Earnings by period: total royalties and sub rights earnings for each statement period

– Royalties by market: number of units and royalties by sales markets (combination of

distribution channel, area and discount rate)

– Royalties by version: number of units and royalties by version types

– Sub rights earnings by type: sub rights earnings by rights type, language and distribution

channel

– Documents: released electronic documents

Suppl: Royalty Write-off - PPM-Z-120/7.3



Suppl: Royalty Write-off - PPM-Z-120/7.3

• Determination of the amount that must be written off because the guarantee will most likely not

be used up when offset against the accumulated or projected royalty.

• The following business and fiscal factors affect the royalty write off:

– The contractual royalty is taken into account for internal controlling purposes and internal

invoicing

– The contractual and fiscal royalty is taken into account for external invoicing and tax

calculation

• The "Royalty Write Off" module is made up of the following components:

– Projected sales batch procedure: determines the number of copies subject to royalties that

are used for royalty projections

– Royalty write off batch procedure: prepares data for the royalty write off and automatically

performs a royalty write off, determination of the adjusted balance which has not been written

off

– Royalty write off application: reviews the data of the automatic royalty write off by the user,

manual modification of the parameters and values at the title and rights level, quick

calculation following manual changes

– Standard interface for the export of the royalty write off to the financial accounts and cost

statements

• Write up to change or cancel royalty write offs that have already been performed

• Modification history to log modified values

• Reports for monitoring and evaluating the results of the royalty write off

Stock Accounting - BSD-S-050/6.0



Stock Accounting - BSD-S-050/6.0

• Documentation of all stock movements

• Entries for incoming stock, stock transfers and outgoing stock

• Handling of any number of stock types

• Freely definable movement types per order type. SAP posting types.

• Processing of returns

• Separation of logical and physical stock

• Manual modification of warehouse interface data is possible

• Automatic reprint determination for goods in postings

Warehouse Management - BSD-S-060/6.0



Warehouse Management - BSD-S-060/6.0

• Flexible stock structure consisting of warehouse and active section

• Picking and supply areas

• Warehouse entry in orders and automatic generation of appropriate stock entries

• Stock overview by product/material and by active bin, detailed warehouse information also

available via product viewpoint

• Generation of supply orders

• Transport note for each stock movement

• Inventory support

• Stock evaluation, determination of production cost per unit, goods used and depreciation data

• Goods In processing step by step

• Imposing and lifting holds on shelves

• Multiple warehouse shipment

• Shipments not bundled

• Daily stock movement data on the basis of a cost per unit set monthly

• Monthly export of adjustment postings and rounding-off differences with the stock evaluation

• Prerequisite for implementation: license for Stock Accounting

Stock Valuation at Reprint Level - GEN-100/7.8



Stock Valuation at Reprint Level - GEN-100/7.8

• It is not only possible to manage the stock in relation to stock type and active location, it can also

be managed at reprint level.

• Each stock entry automatically determines the respective number of reprints. The algorithm

depends on the type of posting.

– Goods in (production or purchase) and a corresponding reverse posting must be entered.

– Postings that increase the stock level (returned goods, set disassembly) are handled in

accordance with the LOFI principle (last-out-first-in).

– Postings that reduce the stock level (goods out, set packaging, consumption of material and

semi-finished products) are handled in accordance with the FIFO principle (first-in-first-out).

• This option serves as the foundation for calculating and assigning costs correctly for material and

product consumption.

• The stock is checked directly in the stock tables. If the stock level is not sufficient, the respective

entry cannot be made.

• Assessment of all stock entries regardless of posting date

Suppl: Costs Statement Evaluation (Periodic Statement, Break Even Analysis) - PPM-Z-030/6.0



Suppl: Costs Statement Evaluation (Periodic Statement,

Break Even Analysis) - PPM-Z-030/6.0

Two types of evaluation are available in the Costs Statement.

Stock assessment showing the following information:

• ISBN/Order number

• Short title

• Publication year

• Finished or semi-finished stock

• Assessed stock

• Partial book value

• Value per unit

• Partial amount written off in full

• Depreciation rate

• Partial value depreciation rate and amount

Periodic break even analysis showing the following information:

• ISBN/Order number

• Short title

• Company Group

• Publication year/Edition No.

• Net sales

• Net sales revenue

• Marketing Costs

• Goods used

• Royalty expenditure

• Commission expenditure

• Break even amount 1

• Partial value depreciation (percentage and amount)

• Prerequisite for implementation: license for Online Entries in Costs Statements and Stock

Accounting

Suppl: Online Postings in Cost Statements - PPM-Z-040/6.0



Suppl: Online Postings in Cost Statements - PPM-Z-040/6.0

• Creation of supplier documents (allocation of billed amounts to book editions, reprints and journal

versions), creation of document control notes and lists

• Exporting financial data to a standard financial accounts interface (separate license)

• Importing production costs from Financial Accounting for determining the PC/Unit and for

periodical break-even analysis

• Calculation of the manufacturing costs per unit for editions and reprints of finished and semi-

finished products

• Specification of annual depreciation rates in order to start stock assessment

• Periodic stock assessment via depreciation rates and writing off of partial stock

• Reporting: stock assessment and periodic break even analysis (separate license)

• Prerequisite for implementation: license for Stock Accounting

Interface Cost Information from the Financial Accounting Department - PPM-X-050/6.0



Interface Cost Information from the Financial Accounting

Department - PPM-X-050/6.0

Batch procedure for importing incoming invoices from a file (fixed item layout or CSV file).

• Adds internal IDs to the data

• Stores the data in interface tables

• The import interface for incoming invoices can contain two kinds of data:

– Documents (invoices or credits)

– Reversals on documents

Suppl: List Development - PPM-Z-070/6.0



Suppl: List Development - PPM-Z-070/6.0

• Assignment of titles to publishing list structures and publishing periods

• Creating and editing publishing list structures

• Setting targets for planned titles each month

• Display of publishing list overview

Suppl: Remainder Sales - PPM-Z-090/6.0



Suppl: Remainder Sales - PPM-Z-090/6.0

• Planning and execution of remainder sales

• Remainder sales

• Title lists

• Rights situation

• Remainder letters

• Reporting

Suppl: Notification System - PPM-Z-020/6.0



Suppl: Notification System - PPM-Z-020/6.0

• The notification system controls the automated referral of important information in-house

• In-house information channels are optimized – For example: If the title of a planned book

changes, the staff members in the publicity and production departments will be notified

automatically

• Notification is done by e-mail

• The notification system works in the background. No further user action is necessary.

• The system is configured for each customer, to recognize relevant information and appropriate

recipients circulation. Each customer can administrate the settings in the database.

• The notification system is integrated in: Product Pool, Address Pool, "Production", "Contracts",

"Rights Acquisition" and "Rights Sales" modules.

System alerts in the "Workflow Dashboard"

• System alerts can be displayed in a separate tile in the "Workflow Dashboard". These alerts can

be triggered by two different types of events:

– Internal events: Modifications have been made to objects in the Klopotek system – these

changes have been logged in the correspondingly configured modification history.

– External events: An external event logged in XML can be imported into and processed in the

Klopotek system.

• Prerequisite for implementation: license for Address Modification History (IAP)

Suppl: Multicurrency Capability - PPM-Z-140/8.0



Suppl: Multicurrency Capability - PPM-Z-140/8.0

• Multicurrency capability exists for various locations whose different currencies have been

accumulated in a statistical database, for example, sales revenue data from Great Britain in

pounds and sales revenue data from the US in dollars

• Multicurrency capability gives the user a uniform view of statistical data in the Klopotek system

• Multicurrency-capable reports:

– Selection of the currency for printing the report

– Consolidation of the sales revenue

• Product ViewPoint:

– Display of the sales revenue in the selected currency

– Consolidation of the sales revenue data

• Marketing address selections: Selection of the currency for displaying the target value (sales

revenue)

• Marketing activities: The various standard currencies that sales revenue data is available in are

merged through conversion in the statistics database, making it possible to have an overall view

of the marketing success

Publishing Statistics Data & Procedures (BSD Introductory Package) - BSD-S-080/6.0



Publishing Statistics Data & Procedures (BSD Introductory

Package) - BSD-S-080/6.0

• Monitoring and analysis of the development of the publishing business using standard and

individual evaluations

• Set-up and supply of a statistical database from the Book Sales and Distribution system or from

external systems via interfaces

• Generation of defined, dynamic consolidation stages

• Condensed information on the development of the publisher's sales and sales revenue

• Evaluation of products, customers and representatives

• Monthly, yearly and customer levels

• Variable reporting period

• Actualizing previous day

• First import and balance procedure

• Simple and complex selection queries

• Generation of reports in dialog or as batch procedure, preview option

• Multiple export options for further processing of selection results (Excel®, text file, HTML)

• Flexible use of PDF generators for creating PDFs from the print preview

• Output of the sales revenue data in the currency of the user (for multilocation)

Publishing Statistics Data & Procedures (BSD Package 1) - BSD-S-090/6.0



Publishing Statistics Data & Procedures (BSD Package 1) -

BSD-S-090/6.0

Reports on product sales/sales revenue

• Title hit list

• Complimentary copy evaluation (BSD only)

• Returns evaluation (BSD only)

• Complete list of print returns (BSD only)

• Annual sales revenue by publishing area

• Annual sales revenue by product group

• Monthly title sales revenue by order type

• Monthly title sales revenue by customer discount group

• Monthly title sales / sales revenue

• Monthly development of representative sales

• Title sales revenue by sales type and order type incl. production costs

• Title sales revenue by sales type incl. production costs

• Title sales revenue by order type and customer type




• Title sales revenue by ISBN and sales type incl. production costs

• Title sales revenue by title and returns

• Title sales revenue by title and sales revenue type

• Title sales revenue by sales revenue type and series

• Development of title return values

• Development of title sales revenue

Reports on product sales revenue/sales marketing channel

• Returns statistics

• Sales revenue/sales

• Sales revenue/sales by version type

• Sales revenue/sales by company group

• Sales revenue/sales by proprietor

• Sales revenue/sales by publisher

• Sales revenue/sales by division

Reports on customer sales revenue/sales

• Customer sales hit list

• Customer returns hit list

• Customer returns values hit list

• Customer sales revenue hit list

• Customer sales revenue by order type and cumulative customer area

• Customer sales revenue by customer and sales revenue type

• Customer sales revenue by sales revenue type and customer area

• Customer sales revenue by sales revenue type and customer type

• Monthly customer sales revenue by order type

• Monthly customer sales revenue by product discount group

• Monthly customer sales revenue

• Development of customer returns values

• Development of customer sales revenue




Orders

• Complete backlog list (BSD only)

• Backlog list (representatives) (BSD only)

Reports on representatives' sales revenue/sales

• Sales per representative hit list

• Returns per representative hit list

• Return values per representative hit list

• Sales revenue per representative hit list

• Sales revenue by representative and publication area

• Sales revenue by representative and product group

• Representative sales revenue

• Representative sales revenue by representative and customer type

• Prerequisite for implementation: license for Publishing Statistics Data & Procedures (BSD

Introductory Package)

Publishing Statistics Data & Procedures (BSD Packages 2) - BSD-S-100/6.0



Publishing Statistics Data & Procedures (BSD Packages 2) -

BSD-S-100/6.0

Reports on product sales revenue/sales

• New titles hit list

• Title sales list (titles)

• Title sales list (divisions)

• Title sales revenue list (titles)

• Title sales revenue list (divisions)

• Development of title sales revenue by title and returns (BSD only)

• Title sales revenue by single title

• Sales revenue list (BSD only)

• Extract list

• Publisher extract list

• Inter-company-group transfers (BSD only)

• Recycling Classification System

• Discounts by series

• Title sales by copyright owner

• Title sales by editor and product classification

Publishing Statistics Data & Procedures (BSD Packages 2) - BSD-S-100/6.0



Reports on customer sales revenue/sales

• Customer sales revenue/sales by title hit list

• Title sales revenue by customer hit list

• Customer sales list

• Customer sales (representative) (BSD only)

• Customer sales revenue list

• Customer sales revenue list (representative) (BSD only)

• Customer sales revenue (BSD only)

• Customer sales revenue by series (BSD only)

• Customer sales revenue by representative hit list (BSD only)

• Sales revenue by customer group (BSD only)

• Sales revenue by discount association

• Sales revenue by customer per publisher

• Sales revenue by customer code (BSD only)

• Sales revenue top customers per publisher (BSD only)

Report on representative's sales revenue/sales

• Representatives' sales (BSD only)

• Representative assignment check list (BSD only)

• Commission List (BSD only)

Report on representatives orders

• Pending and dated orders by representative (BSD only)

Orders

• Customers without pending orders (BSD only)

• Pending orders: single order customers (BSD only)

• Orders by wholesaler (BSD only)

• Invoice totals (BSD only)

• Prerequisite for implementation: license for Publishing Statistics Data & Procedures (BSD

Introductory Package)

Saving Report Parameters - GEN-030/6.0



Saving Report Parameters - GEN-030/6.0

• Saving data selections for reports

– The user's own data selections made for reports can be saved as selection profiles and re-

used as often as necessary.

– Selection profiles can be created specially for company groups, marked as ‘Own’, ‘General’

or ‘User Group’ and selected using the corresponding filters.

• Relative date entries in selections

– With the introduction of relative date entries, selection profiles can be defined so as to allow

selection parameter evaluations or adjustments for the period to date (month to date, year to

date, etc.).

• Dynamic report viewing for publishing statistics (BSD)

– Dynamic report viewing allows you to switch between historical and current views of the

publishing statistics.

– The historical view evaluates sales and sales revenue using a title assignment to publisher,

division etc. at the time of invoicing. The current view offers a complete evaluation of sales

and sales revenue using the current title assignment.

• Automatic handling of classification parameters

• Title classification at the proprietor and company group level

Export Interface Supplier - PPM-X-150/7.8



Export Interface Supplier - PPM-X-150/7.8

• Export of the supplier master data

• Export of specific information that can contain the respective "Supplier" role:

– Supplier for the purchase of material for production or marketing or for the purchase of third-

party products

– Supplier as royalty recipient

– Supplier for internal costs

• Prerequisite for implementation: license for the Export Interface Supplier

Export Interface Costs of Sales - GEN-110/7.8



Export Interface Costs of Sales - GEN-110/7.8

• Interface for communicating with an external financial accounts system (e.g. SAP)

• Transfer of the data for the evaluated stock entries for products and material:

– Product: finishing state and reprint

– Posting type

– Quantity posted

– Production costs per unit

– Value of the posting: production costs per unit * posted quantity

• As well as the respective correction postings.

• Prerequisite for implementation: "Export Interface Goods In" license

Production Interface Package - SAP-040/7.8



Production Interface Package - SAP-040/7.8

• The production interface package has the following interfaces:

– Product_K2S interface

– Publication_K2S interface

– Production_Planning_Products_K2S interface

– Production_Planning_Publication_K2S interface

– Supplier_K2S interface

– Actual_Cost_S2K interface

– Stock_Valuation_K2S interface

• These standard interfaces communicate the planned and actual production costs for books and

journals between the Klopotek and SAP systems. This information loop makes it possible to

analyze data uniformly and generate the respective reports.

– The supplier, product/journal and stock data as well as the calculated production costs are

exported to interfaces from the Klopotek system. Text files generated by the batch procedure

are imported into the SAP system.

– The actual production costs for the product or the journal are exported to an interface from

the SAP system. The text file generated by the batch procedure during this process is

imported into the Klopotek system.

Royalty Interface Package - SAP-050/7.8



Royalty Interface Package - SAP-050/7.8

• The royalty interface package has the following interfaces:

– Product_K2S

– Supplier_K2S interface

– Royalty_Statement_K2S interface

– Royalty_Accrual_K2S interface

• These standard interfaces communicate the data relevant for the royalty statement from the

Klopotek system to the SAP financial accounts system. This makes it possible to analyze data

uniformly and generate the respective reports.

– The data for the product and royalty recipient as well as the settled and accrued royalties are

exported to interfaces from the Klopotek system. Text files generated by the batch procedure

are imported into the SAP system.

– The data is imported into the SAP system, payment run and payment order goes to the bank.

Book Sales Package - SAP-010/7.8



Book Sales Package - SAP-010/7.8

• The book sales interface package has the following interfaces:

– Product_K2S interface

– Customer_K2S interface

– Accounts_Receivable_K2S interface

– Payment_Reminder_S2K interface

• These standard interfaces communicate the relevant sales, invoice and payment data for books

between the Klopotek and SAP systems. This information loop makes it possible to analyze data

uniformly and generate the respective reports.

– The product, customer and invoice data (accounts receivable) is exported to interfaces from

the Klopotek system. Text files generated by the batch procedure are imported into the SAP

system.

– Data pertaining to payments that have been made and reminders are exported to an

interface from the SAP system. The text file generated by the batch procedure during this

process is imported into the Klopotek system.

Import Interfaces Sales System North America (KNA_I_STAT) - PPM-X-210/8.5



Import Interfaces Sales System North America

(KNA_I_STAT) - PPM-X-210/8.5

"FCB Import sales data (KNA_I_STAT)" batch procedure

Batch procedure for importing sales statistics data from a file into the Klopotek system

• Further use of sales statistics data in product planning and for royalty statements

• Possible connection with BSD customer data

• Archiving the import files in an archive directory

Costs Statement Royalties Accrual Export Interface - BSD-X-220/8.5



Costs Statement Royalties Accrual Export Interface -

BSD-X-220/8.5

"Rec. Royalty Costs" tab

Interface for communication with an external financial accounting system (e.g. SAP)

• Determines the following values using the "Generate Recognized Royalty Costs OSP

(SPP_REVCST)" batch procedure:

– recognized revenues from online subscription products,

– recognized royalty costs for the recognized revenues and

– accrued royalty costs from the royalty accrual

• Display values determined on the "Rec. Royalty Costs" tab in the online product pool separated

according to months and as totals across all months

• Export values in a text file by the "FCB Export Recognized Royalty Costs OSP (SPPRC_FILE)"

batch procedure

• Prerequisite for use: "Costs Statement Royalties Accrual Export Interface" license

Import Interface Statistics Information via CSV (Company Group Specific, ASP_I_ST) - PPM-X-230 / 8.5



Import Interface Statistics Information via CSV

(Company Group Specific, ASP_I_ST) - PPM-X-230 / 8.5

Batch procedure for integrating smaller distributors’ data about sales and sales revenue, from door-to-door

sales or wholesaler-to-client sales in the statistics

• Copying the data created in Excel to the statistics import interface

• Checking the imported data for consistency, correctness and completeness

• Reporting incorrect data items in the lot with a reference to the field in question; if necessary,

data items are corrected manually in Excel

• Further processing and augmentation of data via standard statistics procedures

Import Interface Mohr Morawa Statistics and Warehouse Information (Company Group Specific,

ASP_I_MOMO) - PPM-X-220 / 8.5



Import Interface Mohr Morawa Statistics and Warehouse

Information (Company Group Specific, ASP_I_MOMO) -

PPM-X-220 / 8.5

Interface for integrating a PPM installation to the Mohr-Morawa publisher distribution (Vienna)

• Importing statistics and warehouse information to the PPM database for daily information:

– Information about sales and sales revenue for each title

– Stock-related information

• Mohr-Morawa data is transferred to the statistics import table and validated and augmented by

statistics supply procedures

• Taking into account of all validation, e.g. interpretation of the bonus copies

• Data is transferred to goods-in interfaces and processed further by goods-in procedures. Non-

interpretable or incorrectly supplied data items remain in the interface with error messages

Enhanced User Management and Password security (incl. LDAP) - GEN-180/8.2



Enhanced User Management and Password security

(incl. LDAP) - GEN-180/8.2

• Synchronization of the user data of an LDAP implementing directory service – for the Klopotek

user schema (KAS schema)

– Management of all user data and passwords centrally in an LDAP implementing directory

service - e.g. Microsoft® Active Directory® (AD)

(Currently only released for the LDAP implementing directory service Microsoft® Active

Directory® (AD). The Klopotek software generally supports other LDAP implementing

directory services. For questions and information about technical review, please get in touch

with Klopotek & Partner GmbH.)

– Responsibilities for the database for Klopotek access protection (rights in the Klopotek

applications) and for central authentication (user and password) can be separated from one

another.

– Upon synchronization to the Klopotek user schema, the user name, assignment to one or

more user groups and user-specific properties are synchronized.

• Use of user profiles (templates) for LDAP synchronization to assign the same user-specific

properties per user group (e.g. proprietor and company group)

• Special user properties for the Product Planning and Management system (PPM) are

automatically generated in the actual target databases

– Users are generated as special staff members

– Users are assigned to a department

– Users have special responsibilities defined for them

– The owner of the user settings is assigned

• Enhanced password security for the user schema (KAS schema), if an LDAP implementing

directory service is not used

– Password has limited validity and user is sent a warning prior to expiration of validity

– Structure of the password entered is checked against sample passwords

– Number of times incorrect passwords can be entered can be limited and the period of time

until hold is lifted defined

– List of the most recently used passwords forces users to enter new passwords

Interface Editor - GEN-420/8.4



Interface Editor - GEN-420/8.4

Interface Editor is one of Klopotek's tools that makes it easy to edit data in Klopotek's standard interface

tables. It works directly at database level and provides you with specific functionality to optimize editing of

the standard interface tables.

Interface Editor:

• can be customized using freely definable functions (Oracle Stored Procedures) that provide user-

defined functionality

• is independent of the version of Klopotek's software you are using

• adheres to the security concept (Klopotek Authentication Server)

• can only be operated via license keys for each interface table/function for security reasons

• can handle various generally available data formats for the export of the interface data

• provides print output that can be freely configured

• logs all changes to the standard interfaces if desired.

Suppl: Multilocation - PPM-Z-240/6.11



Suppl: Multilocation - PPM-Z-240/6.11

• Delivery information of title/edition (first print and reprints) for different distribution centers or

distribution locations

– Different delivery statuses

– Publication date / planned publication date / date of first release

– First printing

– Different discount groups

– Reference key

• Differentiation between main and auxiliary distribution locations

– Delivery status inherited per edition for main and auxiliary locations

– Automatic recalculation of planned publication date and reprint date for all locations when

modifying main location

• Reprint information for different locations:

– Delivery date / planned / actual print date

– Actual reprint run

– Weight of reprint

• Publication dates and delivery status for different locations available in ViewPoint

• Consideration to data corresponding to location during XML export

• Dialog display setting for units of measurement which differ from international standards. SIU

(international : Système International d´Unités) / US (Anglo-American measurement system)

– Differentiation between main measurement system (saved values), measurement system for

displayed values

– User-specific measurement system displayed

• ViewPoint: user-specific measurement system displayed taken into consideration

• Multiple currencies per location (multicurrency capability):

– Multiple supplier currencies

– Multiple currencies in statistics data

– Consolidation: evaluation of sales revenue for all locations within a company group

– Reports displayed in various currencies

• Time zone of database server or a location's local client configurable for data with time

specifications (e.g. data entry / modification, batch procedures' processing data)

• Sales and sales revenue can be filtered by distribution location

Premium address alignment - Deutsche Post - GEN-510/9.5



Premium address alignment - Deutsche Post - GEN-510/9.5

• Using a function in the international address pool, you can import data about relocations or

address modifications within Germany (data is supplied by Deutsche Post, the national postal

service)

• Data about relocations or address modifications can be imported in the formats csv, xml, txt

• The system automatically includes the new address in the corresponding boxes in the “Business

Partner” form. The old address is overwritten.

• The batch procedure for sales system output control (OCS – Output Control System) exports the

recipient's assignment ID. This ID enables the precise import of change of address data from

Deutsche Post into the Klopotek System.

Confirmation of foreign VAT registration numbers - GEN-610/9.8



Confirmation of foreign VAT registration numbers -

GEN-610/9.8

The Federal Central Tax Office (Bundeszentralamt für Steuern or BZSt) offers a validation process via an

internet form on its website (http://evatr.bff-online.de/eVatR/index_html), or alternatively, allows the

integration of the XML-RPC interface (http://evatr.bff-online.de/eVatR/xmlrpc/) into your system. The

interface is aimed at companies which wish to submit large numbers of validation requests.

The XML-RPC interface (Remote Procedure Calling) is integrated into the Klopotek system and, in contrast

to single queries, has the advantage that manual entry of the business partner data you wish to check is not

necessary.

• Validation requests for all non-German business partners which have a "VAT ID" or a

corresponding "VAT Agent"

• Manual validation requests for business partners via an option in the user interface

• Regular, automatic validation requests in the background

• Define a number of days before the VAT ID check is repeated for positive and negative results

• Simple or qualified checks with optional official confirmation

– Simple – takes the business partner's VAT ID in combination with the VAT ID of your

company into account

– Qualified – takes the business partner's "Name" and "City" into account in addition to the VAT

IDs

• Specify a different name for the business partner which is used exclusively for the VAT ID check

via an option in the user interface

• Evaluate the response supplied by the BZSt in the business partner's event log

• System alerts for serious errors during the execution (e.g. the service cannot be reached) and

negative results

http://evatr.bff-online.de/eVatR/index_html

http://evatr.bff-online.de/eVatR/xmlrpc/

Customer Specific Plausibilities - GEN-005/6.5



Customer Specific Plausibilities - GEN-005/6.5

• Integration of customer specific plausibility checks

– Ensuring data consistency through customer specific rules

– Flexibility when operating with external systems

• Check when exiting a field or before saving in the database

• Applicable to all objects in the Klopotek software

• Prerequisite for implementation: Version 8 of the PowerBuilder™ developer environment, to

create global functions for individual complex rules

UC4 Integration for Full Use License - GEN-640 / 9.8



UC4 Integration for Full Use License - GEN-640 / 9.8

New, modern software is available to control batch processing within the Klopotek standard software: the

UC4 Automation Engine from UC4. UC4 version 8 is certified for use with the Klopotek software, and the

current version (v. 9) will be soon.

With the purchase of a UC4 OEM license from Klopotek, you receive the integration layer for controlling

Klopotek batch procedures. If you purchase (or have purchased) a UC4 Full Use License from another

supplier, you can purchase this integration layer as an add-on. The integration layer makes it easy to link

Klopotek batch procedures with UC4. If you are interested in replacing your old scheduler with UC4 or you

want to guarantee the integration of Klopotek batch procedures with non-Klopotek procedures for your

implementation, talk to us about your plans.

The Klopotek integration layer

• delivers programmed UC4 objects for the Klopotek applications

• supplies the necessary UC4 system settings for secure, sequential operation of the Klopotek

batch procedures

• provides system settings for controlling batch initialization from the Klopotek user interface

• includes a user-friendly wizard

• optimizes UC4 performance

• makes it easy to connect UC4 to the Klopotek batch procedures and to the workflow of the

components involved in a process even without specific know-how.

http://www.uc4.com/products/automation-engine

http://www.uc4.com/products

Multi LCL (Language, Currency, Location) - GEN-580/10.2



Multi LCL (Language, Currency, Location) - GEN-580/10.2

In companies which operate internationally, the users who work with the Klopotek software may not all speak

the same language. They may also need to communicate with external business partners in different

languages.

With the "Multi LCL (Language, Currency, Location)" license, the Klopotek system can be used globally,

providing a multi-lingual user interface and the ability to output royalty statements and serial letters in the

language of the recipient.

User interface

Support multiple languages within a single installation in order to display

• the metadata (entries from the data types, names of roles and classification categories),

• the names of boxes, options, tabs and modules in the user interface and

• the system messages

in a language which suits the respective user.

Royalty statements

the standard royalty statement can be output in the language of the external recipient (royalty recipient). It

takes into account variations in regional formats for

• dates

• currency

• the character used to separate whole numbers from decimals and

• the character used to group thousands, millions, etc.

Serial letters and e-mails

Mass (e-)mailings can be created in the appropriate languages for different external recipients (business

partner, author, supplier, licensee, etc.)

UI Configurator - GEN-630/10.0



UI Configurator - GEN-630/10.0

The Klopotek systems support numerous different business processes in the areas of sales, editorial,

product marketing, production and royalties. Your system administrator can individually customize the

interface in each of the systems for each user group to best suit their tasks within the business processes.

• Among other things, your system administrator can:

– hide fields

– modify the placement of fields

– modify how a field is displayed (e.g. bold, italics, font, color)

– modify the names of fields.

• Customization of the user interface is carried out with the help of "Customization Studio" from

Novalys. The "Customization Studio" is integrated into PPM, MEX and ASM.

The "UI Configurator" license includes:

– An administrator license for the "Customization Studio" from Novalys

– No additional licenses are required to use the customized interface on your workstations.

Suppl: Dashboard - IAP-Z-080/10.0



Suppl: Dashboard - IAP-Z-080/10.0

With the "Workflow Dashboard", users can see all the tasks which are relevant to them at a glance. Its

support enables the user to control processes efficiently and to monitor deadlines.

• In relation to a reference date, you can immediately see:

– Which tasks are due on the selected reference date?

– Which tasks are already overdue?

– Which tasks are due within seven days of the selected reference date?

• Clear layout separates your tasks from the tasks which have been delegated to other users or

work groups for completion.

• System Alerts: automatically generated messages about modifications to defined objects which

are relevant to the specific user.

• Open the object associated with the task direct from the "Workflow Dashboard"

• Tasks in the "Workflow Dashboard" are synchronized with "My Tasks"

• The Klopotek application can be configured to open the "Workflow Dashboard" automatically on

start up

• Prerequisite: the "My Tasks" (IAP-S-020/6.0) license. The "Suppl: Notification System" (PPM-Z-

020/6.0) license is required to display system alerts in the "Workflow Dashboard".

The licenses "Suppl: Dashboard" (IAP-Z-080/10.0), "Suppl: Quick Search" (IAP-Z-090/10.0), "Suppl: Digital

Asset Management (DAM)" (IAP-Z-100/10.0) and "Suppl: Quick Connect" (IAP-Z-110/10.0) can only be

purchased as a package.

Suppl: Quick Search - IAP-Z-090/10.0



Suppl: Quick Search - IAP-Z-090/10.0

Quick Search provides you with a general search function - similar to "Google" search - which searches for

the queried term in several modules simultaneously and presents the results immediately.

• Enter search terms in a universal field in the toolbar

• Search multiple modules at the same time

• Search through DAM (Digital Asset Management) content in appropriate modules

Search options

• Standard search

– Multiple search terms return results that match all the terms used

• Enhanced search

– Search using Oracle syntax and special characters; search terms linked with operators

Search results

• Presented in a separate docked form

• Presented in a tree structure for each module with the associated symbol, object, and snippet of

content

– Display DAM content

• Sorted alphabetically

• Display number of hits per module

• Open the associated form with a double-click

User profile

• Define the maximum number of hits

• Define whether DAM content is included in the search




Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0



Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0

• Attach files directly to an object, e.g. the cover picture to the product

• Save the files

– in the database

– in a file system or

– simply as a link

• The content of the files which are saved in the database is indexed

• Full text search via the Quick Search function




Suppl: Quick Connect - IAP-Z-110/10.0



Suppl: Quick Connect - IAP-Z-110/10.0

In the Klopotek applications, different objects can be linked to one another, e.g. a product with contracts,

production projects and supplier orders. "Quick Connect" provides you with a fast summary of the objects

which are linked to an object you have opened.

• You do not have to open single tabs in different modules to find the links between objects.

• You can open linked objects directly in "Quick Connect".

• "Quick Connect" groups the linked objects by module.

• "Quick Connect" always displays the "newest" object; you can configure whether this is the

object which was most recently created or most recently modified.




Contacts:

Benelux and Scandinavia

Klopotek BV

Oostenburgervoorstraat 120 -124

1018 MR Amsterdam

Netherlands

Tel: +31.20.5210.070

Fax: +31.20.5210.098

www.klopotek.nl

www.klopotek.be

France

Klopotek SAS

140 bis rue de Rennes

75006 Paris

France

Tel : (33) 01 70 38 25 11

Fax: (33) 01 70 38 23 00

[email protected]

www.klopotek.fr

Germany

Klopotek & Partner GmbH

Schlueterstrasse 39

10629 Berlin

Germany

Tel: +49.30.884 53.0

Fax: +49.30.884 53.100

[email protected]

www.klopotek.de

UK

Klopotek UK Ltd

Devonshire House

Manor Way

Borehamwood

Hertfordshire

WD6 1QQ

United Kingdom

Tel.: +44.20.8731 4596

www.klopotek.co.uk

USA and Canada

Klopotek North America, Inc.

2001 Route 46, Suite 203

Parsippany, NJ 07054

USA

Tel. +1.800.239.9254x101 (toll-free USA/Canada)

Tel. +1.973.331.1010

Fax : +1. 973.331.0042

[email protected]

www.klopotek.com

Klopotek AG - Schlueterstr. 39 10629 Berlin