Statement Audit Inquiry - Detail
| Screen ID: | ISTMAUD02 | 
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| Screen Title: | Member Statement Audit Details | |
| Panel ID: | 450 | |
| Tool Number: | n/a | |
| Click here to magnify |
This feature is only available to Sage Direct and The Masters Touch (TMT) clients.
This screen shows more details for the statement record selected on the previous screen. You will be able to see specific details about the member's statement mail piece and how it was processed for this particular mailing. See below for a description of each field displayed. Data for this inquiry comes from file STMAUDIT which is updated on a monthly basis after statement processing is completed.
Remember that Sage Direct equipment allows for very precise monitoring of each individual mail piece as it is handled in the larger batch.
When done, use Backup (F3) to exit.
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The data shown in this summary is updated once all statements are processed for all credit unions by Sage Direct. Sage then sends us a file with the audit summary information, which is then uploaded so that it can be viewed in CU*BASE. This generally will occur between the 10th and the 15th of the month.
Field Descriptions
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Field Name |
Description |
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Statement Type |
S = Regular member statement only M = Mixed credit card statement and regular member statement (included in same mailing) C = Credit card statement only D = Used when there is more than one credit card statement, generally used with credit unions where Sage only prints the credit card statement |
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Processing Information |
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Processed date |
The date on which the statement was printed and processed by Sage Direct. |
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Dropped at post office |
The date on which the batch of statements which included this one was dropped at the Post Office for mailing. |
|
Page count |
The total number of statement pages for this member. |
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Total sheets |
The total number of physical sheets of paper that were fed from the input feeder for the mail piece. |
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Weight code |
A code indicating the weight (used to calculate postage): 01 = 0 ounces up to and including 1 ounce (postage fees calculated at the 1 oz. level) 02 = greater than 1 ounce, up to and including 2 ounces (postage fees calculated at the 2 oz. level) 03 = greater than 2 ounces, up to and including 3 ounces (postage fees calculated at the 3 oz. level) 04 = greater than 3 ounces, up to and including 4 ounces (postage fees calculated at the 4 oz. level) 05 = greater than 4 ounces, up to and including 5 ounces (postage fees calculated at the 5 oz. level) 06 = greater than 5 ounces (postage fees calculated at the 6 oz. level) |
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Postage
range low |
Because the final cost of the mail piece depends on the total number of pieces mailed (for all credit unions), these fields provide the range of postage fees that were charged for mail pieces in this batch, once all applicable discounts were calculated. |
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Additional postage |
Additional postage paid due to inserts: This shows any extra postage incurred because the weight of the inserts moved the mail piece into a higher weight group. |
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Insert Information |
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Regular insert count |
This shows the total number of regular (not selective) inserts that were included in this member's statement envelope. |
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Selective insert count |
This shows the total number of selective statement inserts that were included in this member's statement envelope. |
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Selective inserts |
If the member received selective statement inserts with this mailing, this breakdown shows which inserts he or she received. This insert number correlates to the descriptions you had entered on the Statement Insert/Mailing Instructions screen for that month's (or quarter's) statement run, via the Update Statement Message/Inserts feature. NOTE: You can specify only 5 inserts in the statement instructions; item 6 shown here is used in rare situations to substitute for one of the other slots when an equipment problem causes the normal slot to be unusable for some reason. |
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Mailed To |
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Mailed To |
This shows the member name and address that appeared on the printed statement. |
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Processing Information |
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Disposition |
A description of the mail piece disposition. Possible values are (bold items are the typical values): Completed Never Processed Manually Rejected Manually Repaired Unknown On Inserter Removed due to Jam Removed by Operator Outsorted Deferred |
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Exit location |
The physical location where the mail piece left the inserter. |
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Vendor job# |
The Sage job number for this month's mailing cycle. |