PS_CR&RStatus: September 2013
[email protected]
2 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
Table of Contents
Product Pool Series, Standing Orders, Loose-Leaf Editions, Sets -
PPM-S-080/6.0 15
Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0 16
Suppl: Dashboard - IAP-Z-080/10.0 17
Web Services Dashboard App - WEB-210/10.0 19
Suppl: Quick Search - IAP-Z-090/10.0 20
Import Interface Product Pool - PPM-X-060/6.0 21
Product pool update procedure - GEN-650/9.8 22
Product MBS Adaptor family - MBS-020/8.5 23
Digital Asset MBS Adaptor family - MBS-030/8.8 25
Contract Management (incl. Rights Summary) - PPM-S-110/6.0 26
Suppl: Rights Reversion - PPM-Z-080/6.0 32
Suppl: Contract Editing: Plug-In for Word Processing -
PPM-Z-130/7.8 33
Contract MBS Adaptor family - MBS-040/8.5 34
Suppl: Quick Connect - IAP-Z-110/10.0 35
Suppl: Rights Acquisition - PPM-Z-100/6.0 36
Suppl: Rights Sale - PPM-Z-050/6.0 37
Royalty Statement (incl. Royalty Sub-Accounts, Rights Revenue) -
PPM-S-030/6.0 39
Suppl: Account Navigator - PPM-Z-230/9.8 43
Suppl: Guarantee Payments for Royalties - PPM-Z-021/6.0 44
Suppl: Royalty Account - PPM-Z-110/7.3 45
Suppl: Rights Revenues incl. Reminder Option - PPM-Z-045/6.0
46
Invoicing Subsidiary Rights Claims - PPM-S-140/8.2 47
Table of Contents
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Suppl: Rights Revenue Reconciliation - PPM-Z-210/8.5 48
Statement Currency per Author - GEN-560/10.2 49
E-Statement - GEN-570/9.8 50
PPM CFC Import Rights Revenues (PROC_I_CFC) - GEN-675/10.2 54
PPM SOFIA Import Rights Revenues (PROC_I_SOF) - GEN-670/10.2
55
Suppl: Royalty Statement for Company Groups - PPM-Z-060/6.0
56
Royalty Recipient Export Interface - PPM-X-015/6.0 57
Costs Statement Royalties Accrual Export Interface - BSD-X-220/8.5
58
Export Interface Licensees - PPM-X-260/10.10 59
Royalty Recipient Import Interface - PPM-X-240/8.7 60
Royalty Statement MBS adaptor family - MBS-150/10.2 61
Royalty Interface Package - SAP-050/7.8 62
Import Interfaces Sales System North America (KNA_I_STAT) -
PPM-X-210/8.5 63
Royalty Statement Reporting - PPM-S-035/6.0 64
Suppl: Royalty Write-off (Basic) - PPM-Z-120/7.3 65
Publishing Statistics Data & Procedures (BSD Introductory
Package) - BSD-S-080/6.0 66
Publishing Statistics Data & Procedures (BSD Package 1) -
BSD-S-090/6.0 67
Publishing Statistics Data & Procedures (BSD Packages 2) -
BSD-S-100/6.0 70
Saving Report Parameters - GEN-030/6.0 72
Multi LCL (Language, Currency, Location) - GEN-580/10.2 73
Product Pool - PPM-S-070/6.0
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Product Pool - PPM-S-070/6.0
• Differentiation between versions by version type, (hardcover,
paperback, special version etc.) or
by regional descriptions
• Grouping product versions and editions as works
• Handling of non-physical products (e.g. electronic products) and
physical, non-stocked products
(e.g. bookmarks)
• Complete incorporation of all bibliographic data, including
bibliographical information on binding
and specifications of the version in the catalog
• Filing of title data in multiple languages
• Series affiliation
Product Pool - PPM-S-070/6.0
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• 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
Product Pool - PPM-S-070/6.0
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Editions
• Manual or automatic allocation of ISBN (within pre-defined number
ranges)
• ISBN validation
• Allocation of order numbers
• Publishing dates, shipping status
• Seasonal articles flag to provide sales support for seasonal
sales: products are held back until a
defined date and then shipped in a bundle relevant to the
particular seasonal sale.
• 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
• Display of the production status for reprints
• Extended calculation on customized Excel® spreadsheets
• Automatic issue of DOI (Digital Object Identifier)
Print runs
• Management of deliveries for (re)print runs (print run is
received in deliveries on different dates)
Product Pool - PPM-S-070/6.0
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Stock allocation
• Reservations including planned stock
Prices
• Edition-specific and period-related prices
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• 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
• Adjustable types of originator
• Version or edition related display of originator
• Tool for updating outdated addresses for all of the selected
products/series
Product Pool - PPM-S-070/6.0
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Contracts
integrated search option within the contract inventory
• Direct access to contract processing
• Creation of contracts from the product pool
Planning
• For trade publishers
– Planning of sales quantities for each edition per distribution
channel and year as well as
monthly
– 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
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Classification
• Freezing classifications (to prevent alterations)
• Predefined classifications based on combinations of publisher,
division and subject group
• Assignment of user groups to classifications
Product Pool - PPM-S-070/6.0
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Schedule
• Schedule Templates
• 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
The Work - GEN-660/10.8
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The Work - GEN-660/10.8
Manage data on a work in order to enable a quick estimate of the
profitability of the work's possible products
for your list development. The data of your sales scenarios and the
corresponding calculations serve as the
basis of your profitability estimate.
• A work represents content which can be published as an
intellectual or artistic creation –
considered from an abstract point of view and without a medium as
its physical manifestation.
• Frontlist development or the planning of revised editions at work
level
• Manage basic data, planning data, calculation drafts and the
individual products of the work in
the "Work" module
• Work identified by a work number and an ISTC (International
Standard Text Code)
• Define the work grouping (edition family, version family,
version, or edition) to bundle the
products for a work
• Derive any number of works from another work
• Use of the Digital Asset Management (DAM) possible at work
level
Suppl: Permissions - PPM-Z-010/6.0
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Suppl: Permissions - PPM-Z-010/6.0
• Overview of permissions and statements per version
• Prerequisite for the implementation: license for Product
Pool
Suppl: Product Pool - "Summary" tab - PPM-Z-270/10.8
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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
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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 single-level and multi-level sets (sets in
sets)
• Assign products and sets to sets. Set components can be output in
product selection
• Multi-level sets: control price and discount calculation,
warehousing, and presentation of each
set level on documents
• 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 and set structure accessible from the "Products"
and "Series" modules, and as a
tool
Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0
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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
– 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
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.
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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.
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: Notification System - PPM-Z-020/6.0
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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.
Web Services Dashboard App - WEB-210/10.0
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Web Services Dashboard App - WEB-210/10.0
The "Web Services Dashboard" supplies the "PPM Dashboard" app (as
of iOS 5.0) on your iPhone (3GS, 4,
4S and 5), iPod touch (3rd, 4th and 5th generation) or iPad with
the open tasks from the "Dashboard" in the
Klopotek applications.
New when you are out of the office, you still have optimal control
of your workflow.
Functional overview
• Overview of your own tasks and task delegated to others
• Overview of events in the Klopotek system (system alerts)
• Flag tasks as "Completed" in the app
• Delete tasks in the app
• The "Web Services Dashboard" synchronizes changes to the tasks
between the app and the
"Dashboard" in the Klopotek applications
• Send e-mails to colleagues from within the app to ensure that
critical deadlines are met
Suppl: Quick Search - IAP-Z-090/10.0
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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
• Open the associated form with a double-click
User profile
• Define whether DAM content is included in the search
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.
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Import Interface Product Pool - PPM-X-060/6.0
• "FCB PRD Product import (PRDIMP2)" batch procedure for importing
product data into the
Klopotek system via a general interface
• Conversion of the source data from external systems by means of
mapping with the Klopotek
interface structure
• With the "Product pool update procedure [ 22]" license
(GEN-650/9.8), the batch variant "FCB
PRD Import/update (PRDIMP2UPD)" can be configured so that
attributes of particular product
areas can be updated by means of a Replace function.
– If the Replace function is activated for a product area, the
existing values for the product are
deleted completely and replaced by the values from the
corresponding interface table.
– The values for selected attributes can be updated during batch
processing by the "Product
update (PRDUPD)" batch procedure.
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Product pool update procedure - GEN-650/9.8
• The product update procedure supports business models under which
users work with the
current product and series data in the Klopotek system, but this
data is not the master data.
Synchronization is maintained between two or more systems.
• JAVA-based "Product Update (PRDUPD)" batch procedure enables
updates to numerous
product and series attributes during processing of the standard
product import interface:
– Update or delete of the existing value for an attribute as
flagged in the interface
– The "Product Update (PRDUPD)" batch procedure processes the
entire product structure
(with all its editions and reprints) and only updates the relevant
product components. This
enables it to update the prices for a product without updating the
version and edition data for
the product.
– The "Product Update (PRDUPD)" batch procedure started as part of
the product import.
– Prerequisite for use: "Import Interface Product Pool" (PPM-X-060)
license
• Semantic validation rules used to check values:
– Validity of a specific combination of attribute values (e.g.
publisher/division/subject group)
– Comparison of the new values for the product with the old values
(e.g. a set product cannot
be converted to a normal product).
Product MBS Adaptor family - MBS-020/8.5
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Product MBS Adaptor family - MBS-020/8.5
Product Adaptor (OUT)
The message published by this adaptor contains a product’s main
data set, including:
• sets, linked to the actual product and in a separate product
message with the sets product list
• series, linked to the current product and in a separate product
message with the series product
list
• text information for marketing purposes , blurbs, table of
contents etc.
• classification information, like market restrictions and web
codes
• price information about the product
Changes to the product will trigger the product adaptor to export
the data set.
Product Series Adapter (OUT)
The message published by this adaptor contains a series’ main data
set, including:
• series, linked to the current series
• products linked to the current series
• text information for marketing purposes , blurbs, table of
contents etc.
• classification information, like market restrictions and web
codes
Changes to the product series will trigger the product series
adaptor to export the data set.
Product Classification Adaptor (OUT)
The message published by this adaptor contains the classification
scheme for product classification.
Changes to the product classification will trigger the product
classification adaptor to export the data set.
Product Price Adaptor (OUT)
• price data
• product classifications
Changes to the product price will trigger the product price adaptor
to export the data set.
Product MBS Adaptor family - MBS-020/8.5
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Product Classification Adaptor (IN)
• product classification information according to the
classification scheme
• a reference to the product
at edition level.
The message expected for this adaptor contains new product
data.
The system automatically saves this data in the product import
interface.
Product Link Adaptor (IN) (as of Version 9.5)
Every product can have external references, so called "links",
which are maintained on the "Links" tab in the
product pool. With this adaptor, you can import links from external
systems. The external link is imported and
written to the product pool.
The adaptor supports three import modes:
• creation of new links
• alteration of existing links
• deletion of existing links
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Digital Asset MBS Adaptor family - MBS-030/8.8
DAC Product Adaptor (OUT)
The message published by this adaptor contains digital asset
collection (DAC) information for the product,
including general DAC information and information about the related
products.
Changes to the products belonging to the DAC will trigger the DAC
product adaptor to export the data set.
DAC Contribution Adaptor (OUT)
The message published by this adaptor contains digital asset
collection (DAC) information for the
contribution, including general DAC information and information
about the related contributions.
Changes to the contributions belonging to the DAC will trigger the
DAC contribution adaptor to export the
data set.
DAC Series Adaptor (OUT)
The message published by this adaptor contains digital asset
collection (DAC) information for the series,
including general DAC information and information about the related
series.
Changes to the series belonging to the DAC will trigger the DAC
series adaptor to export the data set.
Contract Management (incl. Rights Summary) - PPM-S-110/6.0
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Contract Management (incl. Rights Summary) -
PPM-S-110/6.0
sale contracts, contributor flat-rate royalty)
• Contract creation using pre-completed contract templates and from
the rights acquisition
transactions
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
• Specification of minimum payment amounts
• Calculation of the contract end (depending on the earliest or
latest publication date)
Contract Management (incl. Rights Summary) - PPM-S-110/6.0
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• 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
• 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
Contract Management (incl. Rights Summary) - PPM-S-110/6.0
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Terms
channel, version type
deadlines, options
terms
– Different statement frequencies for royalties on sales and rights
revenues in acquisition
contracts
– 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
Contract Management (incl. Rights Summary) - PPM-S-110/6.0
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• 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
– 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
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
Contract Management (incl. Rights Summary) - PPM-S-110/6.0
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• 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
• 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
• Detailed entry of production costs due according to cost type for
more precise calculation of a
licensed title
• Contracts for different types of rights (e.g. copyright,
trademark, patent) which are invoiced at
different sales tax rates
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 31
EN_PS_CR&R_1011 (Status: September 2013)
Rights summaries
• Monitoring of rights situation
Suppl: Rights Reversion - PPM-Z-080/6.0
32 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
Suppl: Rights Reversion - PPM-Z-080/6.0
– Reversion of the publication rights
– Determining the contract end
Suppl: Contract Editing: Plug-In for Word Processing -
PPM-Z-130/7.8
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 33
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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 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
Contract MBS Adaptor family - MBS-040/8.5
34 Contracts, Rights and Royalties (CR&R) © Klopotek &
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Contract MBS Adaptor family - MBS-040/8.5
Contract Adaptor (OUT)
The message published by this adaptor contains contract
information, including information about
• one contract or a contract unit (of a multi contract)
• the royalty rules
• the current addendum
Changes to the contract will trigger the contract adaptor to export
the data set.
Suppl: Quick Connect - IAP-Z-110/10.0
© Klopotek & Partner GmbH Contracts, Rights and Royalties
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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.
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: Rights Acquisition - PPM-Z-100/6.0
36 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
Suppl: Rights Acquisition - PPM-Z-100/6.0
• Registration of proof material and received manuscripts
• Management of options including their ranking and
exclusivity
• Simplified royalty rules
• Negotiation history
• Automatic creation of publisher contracts from the offer data
with the option of automatic product
creation
• 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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 37
EN_PS_CR&R_1011 (Status: September 2013)
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
Suppl: Rights Sale - PPM-Z-050/6.0
38 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
• Automated shipment of proof copies through the BSD Sales and
Distribution system
• Transfer of the actual shipping date (date of the delivery note)
for better monitoring of the rights
sales transaction
• 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
Royalty Statement (incl. Royalty Sub-Accounts, Rights Revenue) -
PPM-S-030/6.0
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 39
EN_PS_CR&R_1011 (Status: September 2013)
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
• Round monetary amounts in accordance with the rounding precision
defined for the respective
currency
• 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 (incl. Royalty Sub-Accounts, Rights Revenue) -
PPM-S-030/6.0
40 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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 (incl. Royalty Sub-Accounts, Rights Revenue) -
PPM-S-030/6.0
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 41
EN_PS_CR&R_1011 (Status: September 2013)
• 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)
• 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
• 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
• Two ways of handling negative royalties (remissions)
– increase carryforward for offsetting against the guarantee /
advance payment
– reduce credit
• Statement modifications:
– 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
Royalty Statement (incl. Royalty Sub-Accounts, Rights Revenue) -
PPM-S-030/6.0
42 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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
• Processing and management of invoices and payments for
co-production projects
• Configurable standard documents for rights invoices
• Proportionate allotment of the licensing revenues to the
owners
• Display revenue allocation status
• 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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 43
EN_PS_CR&R_1011 (Status: September 2013)
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.
• Prerequisite for use: Licensing of contract management and
royalty statement
Suppl: Guarantee Payments for Royalties - PPM-Z-021/6.0
44 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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
Suppl: Royalty Account - PPM-Z-110/7.3
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 45
EN_PS_CR&R_1011 (Status: September 2013)
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
Suppl: Rights Revenues incl. Reminder Option - PPM-Z-045/6.0
46 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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
• Automatic generation of follow-up claims
• Reminder option with integrated letter interface to reminder
status monitoring and creation of
reminder letters
• 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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 47
EN_PS_CR&R_1011 (Status: September 2013)
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
• Round monetary amounts in accordance with the rounding precision
defined for the respective
currency
• Prerequisite for implementation: Contract Management and Royalty
Statement licenses
Suppl: Rights Revenue Reconciliation - PPM-Z-210/8.5
48 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 49
EN_PS_CR&R_1011 (Status: September 2013)
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
50 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
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.
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 51
EN_PS_CR&R_1011 (Status: September 2013)
Royalty View - GEN-590/8.2
• 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
52 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
Authors Online - GEN-600/9.8
• 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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 53
EN_PS_CR&R_1011 (Status: September 2013)
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.
PPM CFC Import Rights Revenues (PROC_I_CFC) - GEN-675/10.2
54 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
PPM CFC Import Rights Revenues (PROC_I_CFC) -
GEN-675/10.2
Batch procedure for importing rights revenues from the Centre
Français de Copies (CFC), which, in France,
collects the fees for copies of works protected by copyright.
The imported rights revenues can be processed like rights revenues
created in the user interface. In this
way, it is not necessary to enter these rights revenues
manually.
• Imports CSV files from CFC into interfaces
• Runs before the import of rights revenues
• Creates a rights revenue payment for each imported CSV file. Each
of the files rows creates a
rights revenues line in the Klopotek system
• Checks the author's split when importing data. CFC fees should be
forwarded to the authors in
their entirety (100%)
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 55
EN_PS_CR&R_1011 (Status: September 2013)
PPM SOFIA Import Rights Revenues (PROC_I_SOF) -
GEN-670/10.2
Batch procedure for importing rights revenues from the Société
Française des Intérêts des Auteurs de l'Ecrit
(SOFIA), which, in France, collects the library fees for copies of
works protected by copyright.
The imported rights revenues can be processed like rights revenues
created in the user interface. In this
way, it is not necessary to enter these rights revenues
manually
• Imports CSV file from SOFIA into interfaces
• Runs before the import of rights revenues
• Creates a rights revenue payment for each imported CSV file. Each
of the files rows creates a
rights revenues line in the Klopotek system
• Checks the author's split when importing data. SOFIA fees should
be forwarded to the authors in
their entirety (100%)
56 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
Suppl: Royalty Statement for Company Groups -
PPM-Z-060/6.0
• 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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 57
EN_PS_CR&R_1011 (Status: September 2013)
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
Costs Statement Royalties Accrual Export Interface -
BSD-X-220/8.5
58 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
Costs Statement Royalties Accrual Export Interface -
BSD-X-220/8.5
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 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
Export Interface Licensees - PPM-X-260/10.10
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 59
EN_PS_CR&R_1011 (Status: September 2013)
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
60 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
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 MBS adaptor family - MBS-150/10.2
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 61
EN_PS_CR&R_1011 (Status: September 2013)
Royalty Statement MBS adaptor family - MBS-150/10.2
Royalty Recipient adaptor (OUT)
Using the Message Based Service "Royalty Recipient adaptor (OUT)",
you can forward data on royalty
recipients (authors and agencies) to an external download
portal.
The message which is output by this adaptor contains
• Information on a new or modified royalty recipient (author /
agency).
Internet Portal User adaptor (IN)
Using the Message Based Service "Internet Portal User adaptor
(IN)", you can transfer changes made to
royalty recipients on your company's external download portal to
PPM.
The message which is output by this adaptor contains
• Information on a business partner who activates their user
account on your company's download
portal.
• Information on a business partner who modifies the information as
to whether they want to
receive printed or electronic royalty statements.
Royalty Document adaptor (OUT)
Using the Message Based Service "Royalty Document adaptor (OUT)",
you can forward data on royalty
accounts and the related royalty statements to an external download
portal. Authors and agencies can
download their electronic royalty statements from this
portal.
The message which is output by this adaptor contains
• Information on a new or modified royalty statement which has the
status 'released'.
The message contains data on the transactions and the respective
royalty statement. The
transaction data includes: credits and debits, sales tax,
deductions, payments, currencies, lines
at ISBN level, payment recipient and originator.
Royalty Interface Package - SAP-050/7.8
62 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
Royalty Interface Package - SAP-050/7.8
– Product_K2S
• 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.
Import Interfaces Sales System North America (KNA_I_STAT) -
PPM-X-210/8.5
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 63
EN_PS_CR&R_1011 (Status: September 2013)
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
Royalty Statement Reporting - PPM-S-035/6.0
64 Contracts, Rights and Royalties (CR&R) © Klopotek &
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EN_PS_CR&R_1011 (Status: September 2013)
Royalty Statement Reporting - PPM-S-035/6.0
• Budget List
• Volume of royalties over period, Volume of royalties per
title
• Royalty payments list
• Guarantee carry forward not recovered
• Royalty accounts net
• Royalty statement preview by titles
• Royalty check list by titles and contract parties and also
contract parties and documents
• Royalty error list
• Incoming payments - (Germany enclosure Z4 for AWV)
• Outgoing payments - (Germany enclosure Z4 for AWV)
• Reporting procedure
• Quarterly report (cover sheet)
• Prerequisite for implementation: licenses for Royalty Statement
and Publishing Statistics Data &
Procedures (BSD Introductory Package)
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 65
EN_PS_CR&R_1011 (Status: September 2013)
Suppl: Royalty Write-off (Basic) - 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.
• Round monetary amounts in accordance with the rounding precision
defined for the respective
currency
• 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
Publishing Statistics Data & Procedures (BSD Introductory
Package) - BSD-S-080/6.0
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EN_PS_CR&R_1011 (Status: September 2013)
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
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 67
EN_PS_CR&R_1011 (Status: September 2013)
Publishing Statistics Data & Procedures (BSD Package 1) -
BSD-S-090/6.0
• Title hit list
• Returns evaluation (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
Publishing Statistics Data & Procedures (BSD Package 1) -
BSD-S-090/6.0
68 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
• 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 proprietor
• Sales revenue/sales by publisher
• Sales revenue/sales by division
• Customer sales hit list
• Customer returns 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
Orders
Publishing Statistics Data & Procedures (BSD Package 1) -
BSD-S-090/6.0
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 69
EN_PS_CR&R_1011 (Status: September 2013)
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
Introductory Package)
70 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
Publishing Statistics Data & Procedures (BSD Packages 2)
-
BSD-S-100/6.0
• 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
• Title sales by editor and product classification
Publishing Statistics Data & Procedures (BSD Packages 2) -
BSD-S-100/6.0
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 71
EN_PS_CR&R_1011 (Status: September 2013)
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 revenue list
• 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)
• Commission List (BSD only)
Report on representatives orders
Orders
• Pending orders: single order customers (BSD only)
• Orders by wholesaler (BSD only)
• Invoice totals (BSD only)
Introductory Package)
72 Contracts, Rights and Royalties (CR&R) © Klopotek &
Partner GmbH
EN_PS_CR&R_1011 (Status: September 2013)
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
Multi LCL (Language, Currency, Location) - GEN-580/10.2
© Klopotek & Partner GmbH Contracts, Rights and Royalties
(CR&R) 73
EN_PS_CR&R_1011 (Status: September 2013)
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
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.)
Benelux and Scandinavia
[email protected]
www.klopotek.fr
Germany
London WC2E 9RZ
Parsippany, NJ 07054
Copyright 2013
This document is copyright protected and contains confidential
information from Klopotek & Partner GmbH,
Klopotek B.V., Klopotek UK Ltd., Klopotek SAS, and Klopotek North
America.
Any whole or partial use that is not allowed by contractual
agreement requires prior written permission from
Klopotek. 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.