BV - Territory Management

By area we mean the address data that can be used as recipient addresses. The area can be defined as deep as you like on the following four levels:

• Country

  • Postcode / City

    • Street

      • House

        • Logistics Unit

The postcode group level is a purely virtual level. This representation is used for clarity. If you click on the root element or on the button + in front of the root element, it will open and display all countries are displayed and it is positioned on the set default country positioned.

View

On the left side there is always the tree with the area data. On the right side the detail dialog is to be seen which that belongs to the selected entry in the area tree. This changes when you select another level and shows the details of the details of the corresponding entry. Under each detail dialog of a level there is also an embedded district list, which shows all districts shows all districts based on the selected entry in the area, in which this selected entry occurs.

Operation

The following actions are available via the buttons buttons under the area tree:

Click on the "+" signs and possible subgroups will be opened. You can also open the subgroups open the subgroups by double-clicking directly on an entry

Popup Menu

With the right mouse button you can call up a menu on each level. which contains different entries depending on the level. depending on the level.

Alias management

The country, postal code/city, street and logistics unit levels logistics unit have an alias management, which can be used for all levels. The alias descriptions can be maintained manually. Depending on the license model, the program has the possibility to possibility to generate aliases automatically.

Input and maintenance of Alias

Explanation of the alias type

The following types are distinguished: manually entered, automatically generated and excluded. During sorting, aliases with type areentered manually and automatically generated are taken into account. The type means that the next time an alias is generated this alias is not generated.

Alias (only with version BV Pro):
Existing alias with type automatically generated are deleted and regenerated according to an algorithm. Alias of the type enteredmanually othe excluded are not generated.

Add:
New aliases are created with the type entered manually created.

Edit alias

• If an alias name with type is created automatically edited, the type changes to entered manually

• Alias name are editable

• For version BV Standard the type is not editable

• with version BV Pro the type is editable

Delete Alias:

• All aliases can be be deleted regardless of type.

Generation of alias (only with version BV Pro)

In the detail view in the area, aliases can be generated and maintained for the alias can be generated and maintained for the country, city and street levels. On the location level there is also the possibility to generate aliases for this for this city and its streets.

For the administration of alias over a postal code range for places and/or streets, a menu item is available (Options / Manage Auto Alias). In the Manage Auto Alias dialog, select select the desired range of the postal code and whether city alias, street alias or city and street alias should be generated or deleted. should be generated or deleted. Please note that the execution of this function may take some time.

If you want to generate the alias automatically, click Generate Auto Alias. The generated aliases get the type automatically generated. With further clicks on Auto-Alias first all aliases with type automatically generated are deleted and then generated again.

If you do not want to have certain aliases with type automatically generated in the list, you can delete them manually. in the list, you can delete them manually and they will be created again next auto-generate alias, they will be created again. To prevent this to prevent this, set the type of the alias to be excluded to excluded. Alias with type excluded are no longer generated when alias generation and are not taken into account in the sorting process. sorting.
If you change the name of an alias with type automatically generated, the type of this alias automatically changes to manual. Your change is not overwritten during the next alias generation. overwritten.

Attribute Master / Key

All detail dialogs of the possible levels (country, postal code/city, street, house, logistics unit) have the attribute Master and Key. In the area data (country, city, street, House & Logistics Unit) you can define who the master is. This applies per entity in each case. There are no inheritances (default is Undefined).

• If the master is undefined, the data can be overwritten via the be overwritten via the UI as well as by the import.

• If the master is user interface, the data can be can only be changed via the CodX PostOffice user interface (BV, Move Management...).

• If the master is the import, the data can only be changed by the import. be changed by the import.

When saving the data, the system checks whether the key already exists on the corresponding entity. If this is the case the user is only informed and the value is saved. saved.
The key is required for the import. If more than one record with the same the same key for the corresponding entity, no update takes place but the update, but the record to be imported will be created again. This creates another entry with the same key! By means of Report you can search for entries with the same key.

Separate access rights can be defined for both functions.

Embedded district list

This is a list of districts assigned to the associated with the selected entry. Depending on where the marker is located, one or more be assigned to one or more districts. On a locality are for example several districts, if individual streets were divided into have been divided into different districts.

To the detailed view on the levels city and street an additional column with the following information is displayed:

• to a selected place max. 10 streets are displayed for the district

• for a selected street max. 10 house number ranges are displayed for the district

The following functions are available:

• Add district
  This function first sets the target district to the edit mode. The same conditions must be met as if you only want to set the carrier route to the edit mode master is set to User-Interface or <Undefined>, or then have the right to change the master. change.

• Open district
  The system switches directly to the carrier route administration and the carrier route is opened and displayed.