Submit One Release with Multiple Mailing Dates (Statements)

If you are confident that mail is going out on set days and this will not change, you can set the Postage Statement Mailing Dates for each set of containers to be paid on the same day.

  1. Open the job in the Advanced Navigator view and click Release Mail in the horizontal panel.

  2. There are a few steps, and you may not need all of them:

    • If you need to set the Postage Statement Mailing Date, click Tag from Mail Schedule View and set the dates. In this example, we submit payment for this job across three days. This view provides you with an opportunity to confirm the dates are correct.

      If you are unfamiliar with this feature, see Advanced Navigator - Other Views - Mail Schedule View.

      Select Tag all Containers to highlight all entry points.

    • Click Release Mail.

  3. The Process PostalOne Release window opens, and depending on DAT-MAIL's Program Setup, you may or may not have the Export PO! Update Release Automatically checkbox selected. We are going to assume here that it is selected. Leave the Use Scheduled Date(s) in the Mail.dat File checkbox selected since the mailing dates are coming from the job. When ready, click OK.

  4. If you have the Spoilage module, you will see the Import Spoilage window pop up, and then you will see the Statement Generation Complete dialog appear to tell you how to access the quick statement. When ready, click OK.

    If you do not want to see the Statement Generation Complete dialog, select the Do not show this message again checkbox.

  5. Notice all the entry point checkboxes are filled in gray. The gray boxes indicate that all of the mail is released. You can close the Release Mail screen.

  6. If you are using PostalWeb Desktop Dashboard (PWDD), you have two ways to check the upload status to PostalOne!. However, either option may take time for a status update since PWDD and DAT-MAIL are waiting for PostalOne! to confirm the status. Otherwise, you will need to log on to the MDR Client or access the PostalOne! Dashboard to find the job.

    1. You can launch PWDD and view the Submissions page or click PostalOne! Releases to see the upload status of the job.

    2. If you select PostalOne! Releases, you will see the P1 Release Status column eventually change to "Statement Generated." If you do not initially see "Exported From DAT-MAIL," you need to click the Export Release button before it exports.

      Another way to access the PostalOne! Release Mail window is to go to the Release Mail's menu and select PostalOne!. It will leave the Release Mail window open and open the PostalOne! Release Mail window on top of it. When done, you can close both windows.

    While there are three different mailing dates, you will only see the first date. If you want to confirm this, click Quick Statements, and you will see the different dates and how many pieces are mailed each day (shown in the 2nd image below).

  7. The process is complete, and when ready, close any open PostalOne! views and open another job to process.

See also