Version 1.424 Notes - Revision history

PubGizmoSysop at 19:35, 10 March 2025

2025-03-10T19:35:42Z

← Older revision		Revision as of 15:35, 10 March 2025
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	Version 1.424 is the biggest single update to PubGizmo, and it provides many new requested features, improvements, and ~~some~~ bug fixes. It is a stage in a cycle toward the next major update, which will include ONIX support.		Version 1.424 is the biggest single update to PubGizmo, and it provides many new requested features, improvements, and bug fixes. It is a stage in a cycle toward the next major update, which will include, among other things, ONIX 3.1 support.

			== Titles ==

			# "Rights Sold" move to bottom-left, along with the "Books Sold" tab, for recording all subsidiary rights sales for the title.
			# You can now "drag-and-drop" a cover image into the area where the cover appears.

			== Editions ==
			When entering a new ISBN for an edition, system checks that you haven't already used that ISBN elsewhere.

	== Sales Imports ==		== Sales Imports ==

	=== Red Sales Records ===		=== Red Sales Records ===
	Sales imports display now includes much more robust error-detection. A sales record in red does not contain enough information ~~to be used~~ to compute royalties – it is ignored by PG. For a sales record to be valid, all of the following must be true:		Sales imports display now includes much more robust error-detection. A sales record in red does not contain enough information to compute royalties – it is ignored by PG. For a sales record to be valid, all of the following must be true:

	# ~~record~~ includes a valid ISBN		# includes a valid ISBN
	# ISBN matches a record in PubGizmo		# ISBN matches a record in PubGizmo
	# Amount field contains a value (even if it's $0); this is not strictly necessary if all royalty clauses for the edition are for List only; even so, it's useful to track		# Amount field contains a value (even if it's $0); this is not strictly necessary if all royalty clauses for the edition are for List only; even so, it's useful to track
Line 13:		Line 21:
	# valid standard ISO two-letter country-of-sale		# valid standard ISO two-letter country-of-sale

	You can edit an individual sales record to fix it, by clicking on the record~~; this~~ will open a ~~popover where you can adjust~~ the data.		You can edit an individual sales record to fix it by clicking on the record. A popover will open outlining the problems that must be corrected, plus a button to look up the ISBN, if no match is found.

			=== Sales Import Warning Beacon ===
			If the Sales Import contains any "red" records, the red beacon will appear beside that record in the Sales Import list view. It's a good idea to check all Sales Imports, to ensure the data you have imported is valid and useable.

	=== Yellow Sales Records ===		=== Yellow Sales Records ===
	Records in yellow are informational only; they ~~indicated~~ that the country of sale is not represented in any contract in PubGizmo. For example, if the sale country is the Netherlands (NL), but all contract clauses for that edition cover North America only, the sale will not apply to any royalties paid. There is no harm in leaving these records in the system.		Records in yellow are informational only; they indicate that the country of sale is not represented in any contract in PubGizmo. For example, if the sale country is the Netherlands (NL), but all contract clauses for that edition cover North America only, the sale will not apply to any royalties paid. There is no harm in leaving these records in the system.

	=== Sales ~~Import Warning Beacon~~ ===		=== Orphaned Sales Records ===
	~~If the~~ Sales Import ~~contains any~~ "~~red~~" records, the ~~red beacon will appear beside~~ that record ~~in the~~ Sales Import ~~list view~~. ~~It's~~ a ~~good idea~~ to ~~check~~ all Sales ~~Imports~~, to ensure the ~~data~~ you ~~have imported is valid~~ and ~~useable~~.		You may notice a Sales Import with the name "Orphaned Sales Records"; these are sales records found during migration to the new version that were not associated any Sales Import record. These may have occurred if you deleted a Sales Import (e.g., to try it again with corrections), and you became disconnected during the deletion process, resulting in a failure by FileMaker to delete all the child records (i.e., the parent Sales Import is gone, but the child Sales records remain...they are "orphaned").

			We are aware of this issue, and will be building in the next minor update a way to ensure this no longer occurs (we'll hand the deletion off to the server, so even if your connection breaks, the server will complete the purge of orphaned records).

			Because of the dynamic way royalty statements are rendered, if you delete the Orphaned Sales Records record and/or delete or alter any of its child Sales records, you risk unbalancing previous royalty statements and calculations. Because Payment records hold the amounts, this will not affect subsequent royalty statements (carry forward, advance remaining, RoR amounts are all "locked" by the Payment record), but it may make past statements appear to be off, e.g., the payment amount for the statement may not match the payment amount shown on the Payment record.

	== Contracts ==		== Contracts ==

	=== Permissions Are Now Rights ===		=== Permissions Are Now Rights ===
	Permissions sales have been removed from the contract layout, and moved to the title record area, bottom-left, in a tab. You can here record subsidiary right receivables for the title, and amounts will be disbursed to contractees according to the rate set on the contract in the rights portal.		Permissions sales have been removed from the contract layout, and moved to the title record area, bottom-left, in a tab (see Titles, above). You can here record subsidiary right receivables for the title, and amounts will be disbursed to contractees according to the rate set on the contract, in the rights portal.

	=== Payments ===		=== Payments ===
	Support for "interim" payments: you can pay an author before the end of a royalty period (e.g., to disburse a large rights sale amount, or to provide an early payment to an author in need), and this amount will be deducted from the next royalty payment.		Support for "interim" payments: you can pay an author before the end of a royalty period (e.g., to disburse a large rights sale amount, or to provide an early payment to an author in need), and this amount will be deducted from the next royalty payment, and displayed on the royalty statement (see below, Royalty Statements).

	== Contacts ==		== Contacts ==

PubGizmoSysop at 19:09, 10 March 2025

2025-03-10T19:09:34Z

@@ Line 1: / Line 1: @@
 Version 1.424 is the biggest single update to PubGizmo, and it provides many new requested features, improvements, and some bug fixes. It is a stage in a cycle toward the next major update, which will include ONIX support.
 == Contracts ==
@@ Line 52: / Line 72: @@
 # New escalation breakdown at bottom-left
 # Permission sales have been expanded to include all subsidiary rights, and will list the full amount collected, plus the right's rate from the contract, and the amount disbursed to the contractee. These will list at the bottom-left, unless there are too many, in which case they move to page 2 (see below).
-# Interim payments made during the select royalty period will appear here, in ''italics'', signifying to bind them to the italicized ''deductions'' shown in the payment area.
+# Interim payments made during the select royalty period will appear here, in ''italics'', signifying to bind them to the italicized ''deductions'' shown in the payment area. These will move to the second statement page, if there is not enough room between permission sales and interim payments, at the foot of the first page statement.
 ==== Second Statement Page ====

PubGizmoSysop at 18:51, 10 March 2025

2025-03-10T18:51:14Z

@@ Line 8: / Line 8: @@
 === Payments ===
 Support for "interim" payments: you can pay an author before the end of a royalty period (e.g., to disburse a large rights sale amount, or to provide an early payment to an author in need), and this amount will be deducted from the next royalty payment.
 == Royalty Statements ==
 Many requested changes have been made to the entire royalty statement "package." Two new pages have been added, and will render in PDFs or printable according to various complex rules.
-=== Main Statement Page ===
+=== Layouts ===
 Shows for all royalties.
 # Payment area move to bottom-right, at the foot of the amounts cluster.
@@ Line 21: / Line 54: @@
 # Interim payments made during the select royalty period will appear here, in ''italics'', signifying to bind them to the italicized ''deductions'' shown in the payment area.
-=== Second Statement Page ===
+==== Second Statement Page ====
 A second statement page will be appended if required. The page replaces the editions cluster on the first page with  relevant sections of data, including:
 # Rights sales, if these don't fit on page 1
 # Interim payments, if these do not fit on page 1.

PubGizmoSysop at 18:19, 10 March 2025

2025-03-10T18:19:08Z

← Older revision		Revision as of 14:19, 10 March 2025
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	~~Sales Imports~~		Version 1.424 is the biggest single update to PubGizmo, and it provides many new requested features, improvements, and some bug fixes. It is a stage in a cycle toward the next major update, which will include ONIX support.

			== Contracts ==

			=== Permissions Are Now Rights ===
			Permissions sales have been removed from the contract layout, and moved to the title record area, bottom-left, in a tab. You can here record subsidiary right receivables for the title, and amounts will be disbursed to contractees according to the rate set on the contract in the rights portal.

			=== Payments ===
			Support for "interim" payments: you can pay an author before the end of a royalty period (e.g., to disburse a large rights sale amount, or to provide an early payment to an author in need), and this amount will be deducted from the next royalty payment.

	== Royalty Statements ==		== Royalty Statements ==
	Many requested changes have been made to the entire royalty statement "package."		Many requested changes have been made to the entire royalty statement "package." Two new pages have been added, and will render in PDFs or printable according to various complex rules.

	=== Main Statement Page ===		=== Main Statement Page ===
			Shows for all royalties.
	# Payment area move to bottom-right, at the foot of the amounts cluster.		# Payment area move to bottom-right, at the foot of the amounts cluster.
	# Payment area is capable of showing, when relevant, deductions to the payment amount, and taxes include in the payment.		# Payment area is capable of showing, when relevant, ''deductions'' to the payment amount (in ''italics''), and taxes include in the payment.
	# Lifetime Sales now at the top, to the right of the title.		# Lifetime Sales now at the top, to the right of the title.
	# New escalation breakdown at bottom-left		# New escalation breakdown at bottom-left
	# Permission sales have been expanded to include all subsidiary rights, and will list the full amount collected, plus the right's rate from the contract, and the amount disbursed to the contractee. These will list at the bottom-left, unless there are too many, in which case they move to page 2 (see below).		# Permission sales have been expanded to include all subsidiary rights, and will list the full amount collected, plus the right's rate from the contract, and the amount disbursed to the contractee. These will list at the bottom-left, unless there are too many, in which case they move to page 2 (see below).
	# ~~Payment~~		# Interim payments made during the select royalty period will appear here, in ''italics'', signifying to bind them to the italicized ''deductions'' shown in the payment area.

			=== Second Statement Page ===
			A second statement page will be appended if required. The page replaces the editions cluster on the first page with relevant sections of data, including:

			# Rights sales, if these don't fit on page 1
			# Interim payments, if these do not fit on page 1.

PubGizmoSysop: Created page with "Sales Imports == Royalty Statements == Many requested changes have been made to the entire royalty statement "package." === Main Statement Page === # Payment area move to bottom-right, at the foot of the amounts cluster. # Payment area is capable of showing, when relevant, deductions to the payment amount, and taxes include in the payment. # Lifetime Sales now at the top, to the right of the title. # New escalation breakdown at bottom-left # Permission sales have been..."

2025-03-10T18:04:05Z

Created page with "Sales Imports == Royalty Statements == Many requested changes have been made to the entire royalty statement "package." === Main Statement Page === # Payment area move to bottom-right, at the foot of the amounts cluster. # Payment area is capable of showing, when relevant, deductions to the payment amount, and taxes include in the payment. # Lifetime Sales now at the top, to the right of the title. # New escalation breakdown at bottom-left # Permission sales have been..."

New page

Sales Imports

== Royalty Statements ==
Many requested changes have been made to the entire royalty statement "package."

=== Main Statement Page ===

# Payment area move to bottom-right, at the foot of the amounts cluster.
# Payment area is capable of showing, when relevant, deductions to the payment amount, and taxes include in the payment.
# Lifetime Sales now at the top, to the right of the title.
# New escalation breakdown at bottom-left
# Permission sales have been expanded to include all subsidiary rights, and will list the full amount collected, plus the right's rate from the contract, and the amount disbursed to the contractee. These will list at the bottom-left, unless there are too many, in which case they move to page 2 (see below).
# Payment