Contracts, Rights and Royalties (CR&R) - Klopotek

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
© Klopotek & Partner GmbH Contracts, Rights and Royalties (CR&R) 3
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
• 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
• 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
• 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)
Stock allocation
• Reservations including planned stock
Prices
• 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
• Adjustable types of originator
• Version or edition related display of originator
• Tool for updating outdated addresses for all of the selected products/series
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
Classification
• Freezing classifications (to prevent alterations)
• Predefined classifications based on combinations of publisher, division and subject group
• Assignment of user groups to classifications
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
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
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
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 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
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.
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".
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.
Web Services Dashboard App - WEB-210/10.0
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
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
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.
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
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 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
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
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)
• 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
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
• 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
• 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
Rights summaries
• Monitoring of rights situation
Suppl: Rights Reversion - PPM-Z-080/6.0
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
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
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
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.
Suppl: Rights Acquisition - PPM-Z-100/6.0
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
• 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
• 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
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: 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)
• 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
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
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
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
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
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
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
currency
• 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
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 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
• 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
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
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%)
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%)
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
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
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
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 MBS adaptor family - MBS-150/10.2
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.
• 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.
• 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
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
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
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)
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.
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
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
• 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
• 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
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)
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
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)
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
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.

Contracts, Rights and Royalties (CR&R) - Klopotek

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