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OTM 6.3 Core
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Competence
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D81894GC10
Edition 1.0
January 2013
D84946
Copyright 2014, 2010, Oracle and/or its affiliates. All rights reserved.
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@ or Guid
t
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Authors i
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Julie Poindexter and Sheryl Slopey a n
h ulik e this
r t h ik o us
Technical Contributors and Reviewers
( k aand Doug e t
Julie Poindexter, Sheryl Slopey
u tt cen s Leard
t h i m l e li
l i k an erab
H u nsf
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Table of Contents
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Guided Demonstration 2 - Viewing Additional OTM Resources .................................................................1-18
a c le e
Lesson 4: Adding and Retrieving OTM Data ..................................................................................................1-22
or Guid
Guided Demonstration 1 - Searching in OTM ............................................................................................1-23
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Guided Demonstration 2 - Adding and Editing Records .............................................................................1-25
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Guided Demonstration 3 - Creating and Running Saved Queries ..............................................................1-28
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Practice 1 - Querying for Records ..............................................................................................................1-29
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Solution Querying for Records ................................................................................................................1-30
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Practice 2 - Adding and Editing Records ....................................................................................................1-31
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Solution Adding and Editing Records ......................................................................................................1-33
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Practice 3 - Creating Saved Queries ..........................................................................................................1-34
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Solution Creating Saved Queries ............................................................................................................1-35
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Lesson 5: Setting OTM Preferences ..............................................................................................................1-36
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Guided Demonstration 1 - Creating and Viewing Business Monitors .........................................................1-37
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Practice 1 - Copying and Editing User Preferences ...................................................................................1-39
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Solution Copying and Editing User Preferences .....................................................................................1-40
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Practice 2 - Assigning User Preferences ....................................................................................................1-41
K Solution Assigning User Preferences ......................................................................................................1-42
Lesson 6: Customizing OTM ..........................................................................................................................1-43
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus ...........................1-44
Guided Demonstration 2 - Viewing Results of Customization ....................................................................1-47
Guided Demonstration 3 - Working with Advanced Layouts. .....................................................................1-50
Lesson 7: Business Scenario: Creating and Orders and Planning Shipments in OTM ..................................1-51
Lesson 8: Managing Orders in OTM ..............................................................................................................1-52
Guided Demonstration 1 - Viewing Order Releases with Line Items ..........................................................1-53
Guided Demonstration 2 - Viewing Order Releases with Ship Units ..........................................................1-55
Practice 1 - Creating Order Releases with Line Items ................................................................................1-57
Solution Creating Order Releases with Line Items ..................................................................................1-60
Lesson 9: Viewing OTM Statuses ..................................................................................................................1-61
Guided Demonstration 1 - Viewing Order Release Statuses......................................................................1-62
Practice 1 - Viewing Order Release Statuses ............................................................................................1-63
Solution Viewing Order Release Statuses...............................................................................................1-64
Lesson 10: Planning Shipments .....................................................................................................................1-65
Guided Demonstration 1 - Planning Multi-stop Shipments .........................................................................1-66
a c le e
Solution Accepting Tenders ....................................................................................................................1-88
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Lesson 13: Entering Shipment Tracking Events ............................................................................................1-89
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Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times ..........................1-90
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Practice 1 - Entering Shipment Tracking Events ........................................................................................1-92
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Solution Entering Shipment Tracking Events ..........................................................................................1-93
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Practice 2 - Viewing Stop Times on the Shipment .....................................................................................1-94
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Solution Viewing Stop Times on the Shipment........................................................................................1-95
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Lesson 14: Visibility for Orders and Shipments ..............................................................................................1-96
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Guided Demonstration 1 - Viewing Order and Shipment Information .........................................................1-97
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Practice 1 - Tracking and Tracing Shipments.............................................................................................1-98
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Solution Tracking and Tracing Shipments ...............................................................................................1-99
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Practice 2 - Viewing Public Tracking Information .......................................................................................1-100
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Solution - Viewing Public Tracking Information ..........................................................................................1-101
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Lesson 15: Business Scenario: Configuring OTM to Build and Tender a Multi-stop Shipment ......................1-102
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Lesson 16: Creating Locations and Corporations ..........................................................................................1-103
K Guided Demonstration 1 - Creating Locations ...........................................................................................1-104
Practice 1 - Creating Locations ..................................................................................................................1-106
Solution Creating Locations ....................................................................................................................1-108
Lesson 17: Creating Calendars ......................................................................................................................1-109
Guided Demonstration 1 - Creating Calendars ..........................................................................................1-110
Practice 1 - Creating Calendars .................................................................................................................1-111
Solution Creating Calendars ...................................................................................................................1-113
Lesson 18: Creating Contacts ........................................................................................................................1-114
Guided Demonstration 1 - Creating Contacts.............................................................................................1-115
Practice 1 - Creating Contacts ...................................................................................................................1-116
Solution Creating Contacts......................................................................................................................1-117
Lesson 19: Creating Commodities and Items ................................................................................................1-118
Guided Demonstration 1 - Creating Commodities ......................................................................................1-119
Practice 1 - Creating Commodities .............................................................................................................1-120
Solution Creating Commodities ...............................................................................................................1-121
Guided Demonstration 2 - Viewing Items and Packaged Items .................................................................1-122
Practice 2 - Creating Items .........................................................................................................................1-124
a c le e
Solution Adding Service Provider Contact Details ...................................................................................1-146
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Lesson 22: Configuring Contact Notification ..................................................................................................1-147
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Guided Demonstration 1 - Configuring Contact Notification .......................................................................1-148
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Practice 1 - Configuring Contact Notification ..............................................................................................1-149
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Solution Configuring Contact Notification ................................................................................................1-150
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Lesson 23: Configuring Automation Agents ...................................................................................................1-151
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Guided Demonstration 1 - Viewing Automation Agents .............................................................................1-152
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Practice 1 - Creating Automation Agents ...................................................................................................1-153
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Solution Creating an Automation Agent ..................................................................................................1-154
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Lesson 24: Contract Management .................................................................................................................1-155
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Lesson 25: Configuring Rate Distance ...........................................................................................................1-156
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Guided Demonstration 1 - Configuring Rate Distances ..............................................................................1-157
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Lesson 26: Configuring Rate Service .............................................................................................................1-159
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Guided Demonstration 1 - Creating Rate Services ....................................................................................1-160
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Practice 1 - Creating Rate Services for Truckload .....................................................................................1-163
K Solution Creating Rate Services for Truckload........................................................................................1-164
Lesson 27: Creating Rate Offerings for Truckload .........................................................................................1-165
Guided Demonstration 1 - Creating Rate Offerings....................................................................................1-166
Practice 1 - Creating Rate Offerings for Truckload .....................................................................................1-168
Solution Creating Rate Offerings for Truckload .......................................................................................1-170
Lesson 28: Creating Rate Records for Truckload ..........................................................................................1-171
Guided Demonstration 1 - Creating Rate Records .....................................................................................1-172
Practice 1 - Creating Rate Records for Truckload ......................................................................................1-174
Solution Creating Rate Records for Truckload ........................................................................................1-176
Lesson 29: Configuring Rate Preference and Rate Quality Factor.................................................................1-177
Guided Demonstration 1 - Creating and Enabling Rate Preferences .........................................................1-178
Practice 1 - Creating and Enabling Rate Preferences ................................................................................1-180
Solution Creating and Enabling Rate Preferences ..................................................................................1-181
Guided Demonstration 2 - Creating and Assigning a Rate Quality.............................................................1-182
Practice 2 - Creating a Rate Quality ...........................................................................................................1-183
Solution Creating a Rate Quality .............................................................................................................1-184
Practice 3 - Assigning a Rate Quality .........................................................................................................1-185
Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records ...............................1-192
Guided Demonstration 3 - Viewing Master Rate Offerings and Rate Records ...........................................1-194
Practice 1 - Creating Master Rate Offerings...............................................................................................1-195
Solution Creating Master Rate Offerings .................................................................................................1-196
Practice 2 - Creating Master Rate Records ................................................................................................1-197
Solution Creating Master Rate Records ..................................................................................................1-199
Lesson 32: Creating Itineraries ......................................................................................................................1-200
Guided Demonstration 1 - Viewing Itineraries ............................................................................................1-201
Practice 1 - Creating Multi-stop Itineraries .................................................................................................1-203
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Solution Creating Multi-stop Itineraries....................................................................................................1-204
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Practice 2 - Querying Route and Rates ......................................................................................................1-205
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Solution Querying Route and Rates ........................................................................................................1-207
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Lesson 33: Creating and Releasing Order Bases ..........................................................................................1-208
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Guided Demonstration 1 - Viewing Order Bases........................................................................................1-209
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Guided Demonstration 2 - Releasing Order Bases with Line Items ...........................................................1-211
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Practice 1 - Creating Order Bases with Line Items .....................................................................................1-212
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Solution Creating Order Bases with Line Items .......................................................................................1-215
h
Lesson 34: Bulk Planning Order Releases .....................................................................................................1-216
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Guided Demonstration 1 - Bulk Planning Order Releases .........................................................................1-217
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Practice 1 - Bulk Planning Order Releases ................................................................................................1-220
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Solution Bulk Planning Order Releases ..................................................................................................1-222
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Lesson 35: Re-sequencing Shipment Stops ..................................................................................................1-223
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Guided Demonstration 1 - Re-sequencing Stops .......................................................................................1-224
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Practice 1 - Re-sequencing Stops ..............................................................................................................1-225
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Solution Re-sequencing Stops ................................................................................................................1-227
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Practice 2 - Tendering Shipments ..............................................................................................................1-228
K Solution Tendering Shipments ................................................................................................................1-229
Practice 3 - Declining a Tender as Service Provider ..................................................................................1-230
Solution Declining Tender as Service Provider .......................................................................................1-231
Practice 4 - Viewing the Status of Shipments as Transport Planner ..........................................................1-232
Solution Viewing the Status of Shipments as Transport Planner ............................................................1-234
Practice 5 - Accepting Tenders and Viewing Shipment Status...................................................................1-235
Solution Accepting Tenders and Viewing Shipment Status .....................................................................1-236
Lesson 36: Business Scenario: Building a Multi-leg Shipment .......................................................................1-237
Lesson 37: Viewing Public Data ....................................................................................................................1-238
Guided Demonstration 1 - Viewing Public Locations ..................................................................................1-239
Practice 1 - Viewing Public Locations ........................................................................................................1-240
Solution Viewing Public Locations ...........................................................................................................1-241
Lesson 38: Viewing Items .............................................................................................................................1-242
Practice 1 - Viewing Items ..........................................................................................................................1-243
Solution Viewing Items ............................................................................................................................1-244
Lesson 39: Viewing Equipment Groups and Equipment Group Profiles for Ocean ........................................1-245
Practice 1 - Viewing Equipment Groups and Equipment Group Profiles for Ocean ...................................1-246
a c le e
Practice 1 - Viewing Service Providers and Rate Offerings for the Final Truckload Leg ............................1-267
or Guid
Solution Viewing Service Providers and Rate Offerings for the Final Truckload Leg ..............................1-268
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Lesson 44: Querying for Truckload and Vessel Rates ...................................................................................1-269
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Practice 1 - Querying for Truckload and Vessel Rates ...............................................................................1-270
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Solution Querying for Truckload and Vessel Rates .................................................................................1-272
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Lesson 45: Creating Multi-leg Itineraries .......................................................................................................1-273
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Guided Demonstration 1 - Viewing Itinerary Leg Details for a Multi-leg Itinerary .......................................1-274
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Practice 1 - Creating a Multi-leg Itinerary ...................................................................................................1-276
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Solution Creating a Multi-leg Itinerary .....................................................................................................1-278
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Lesson 46: Querying for Route and Rates .....................................................................................................1-279
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Practice 1 - Querying for Route and Rates.................................................................................................1-280
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Solution Querying for Route and Rates ...................................................................................................1-281
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Lesson 47: Configuring Auto Assignment Rules ...........................................................................................1-282
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Guided Demonstration 1 - Viewing Auto Assignment Rules.......................................................................1-283
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Practice 1 - Configuring Auto Assignment Rules........................................................................................1-284
K Solution Configuring Auto Assignment Rules ..........................................................................................1-285
Lesson 48: Creating Order Releases .............................................................................................................1-286
Guided Demonstration 1 - Viewing Order Releases ...................................................................................1-287
Practice 1 - Creating Order Releases ........................................................................................................1-289
Solution Creating Order Releases ...........................................................................................................1-291
Lesson 49: Configuring Audit Trail .................................................................................................................1-292
Guided Demonstration 1 - Configuring Audit Trail ......................................................................................1-293
Lesson 50: Planning a Multi-leg Shipment .....................................................................................................1-295
Practice 1 - Planning Multi-leg Shipments ..................................................................................................1-296
Solution Planning Multi-leg Shipments ....................................................................................................1-298
Lesson 51: Viewing Order Movements ..........................................................................................................1-299
Guided Demonstration 1 - Viewing Order Movements ...............................................................................1-300
Practice 1 - Viewing Order Movements ......................................................................................................1-302
Solution Viewing Order Movements ........................................................................................................1-303
Lesson 52: Network Routing ..........................................................................................................................1-304
Appendix A: Viewing OTM Log Files ..............................................................................................................1-305
Guided Demonstration 1 - Viewing the System Log File ............................................................................1-306
a c le e
Guided Demonstration 3 - Creating an Itinerary and a Rate Offering .........................................................1-332
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Appendix C3: Working with Templates ..........................................................................................................1-334
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Guided Demonstration 1 - Generating Trips...............................................................................................1-335
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Guided Demonstration 2 - Planning Order Releases .................................................................................1-337
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Guided Demonstration 3 - Releasing Trips ................................................................................................1-338
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Guided Demonstration 4 - Adding Order Releases to a Trip ......................................................................1-339
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Profile
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r an Management Data Management Guide E38426-02
k Transportation
Oracle
t h - t
Ka
rReleaseno6.3n
Oracle Transportation Management Integration Guide Release E38428-02
6.3
Oracle Transportation Management Kewill Flagship Parcel Rate E38429-01
Requests Integration Guide Release 6.3
Oracle Transportation Management Order Management Guide E38432-01
Release 6.3
Oracle Transportation Management Report Designers Guide E38433-01
Release 6.3
Oracle Transportation Management Application Scalability Guide E38434-02
Release 6.3
Oracle Global Trade Management Oracle E-Business Suite E38425-01
Integration Guide Release 6.3
Oracle Global Trade Management Customs Filing Integration E38424-02
Guide Release 6.3
Additional Publications
Installation ReadMe
All of the documents listed above are available from Oracle Technology Network (OTN)
at http://www.oracle.com/technology/documentation/index.html.
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Due to confidentiality reasons, the following documents are only available via the
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installer or My Oracle Support in knowledge document 796594.1:
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Security Guide
a c le e
Data Dictionary
@ or Guid
Data Dictionary Diagrams t
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Data Dictionary ReadMe i m
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Structural Changes Guide
External Programming Interface Guide h
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XML Interface Changes k
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XML Schemas
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XSD ReadMe
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FTI ODI Interfaces Guide
Ka no FTI Reference Guide
LCC Oracle Data Integrator Interfaces Guide
LCC Reference Guide
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OTM 6.3 Core t
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
Chapter 1 - Page 1
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
Chapter 1 - Page 2
Oracle Transportation Management 6.3 Core Competence Guided
Demonstrations and Practices
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
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Objectives
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Objectives
Chapter 1 - Page 4
Lesson 1: Course Overview
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and off.
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32. Scroll down to the bottom of the help topic.
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Notice the links at the bottom of the topic. These are the same links as in the Send Us Your
Comments topic. These links are on every help topic. a c
33. Close the OTM online help. @ or Guid
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These are just some of the features offered by the OTM online help. OTM online help is
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Creating a Nickname
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Click
OTM displays the User page. Note the breadcrumb trail at the top of the page (under the
blue bar above the page name). This allows you to go back without using the Back button.
Note the nickname for this user. You can use this nickname each time you log into OTM.
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OTM online help only displays topics that have a keyword or sub-keyword of calendar.
7. Click the Search tab.
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Note: If you do not see the entire Type in the word(s) to search for: field or the check box
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underneath it, you can expand the search pane by holding the mouse pointer over the pane
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OTM online help displays a list of those help pages where the word calendar appears. You
can enter multiple words to search for.
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9. Click the Glossary tab.
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OTM online help displays a glossary of OTM and transportation-related terms.
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11. Click Show Contents.
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The left pane is displayed.
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12. Close the OTM online help.
13. Click Shipment Management > Location Manager.
OTM displays the Location Finder page; also known as a search page.
14. Click the Help link on the top menu bar.
The help topic specific to this page appears. Since search windows are very generic, a
common search topic appears.
15. In the blue bar under the title, click Search by Date.
The Search by Date section of the help topic displays without you having to scroll down the
page. At the bottom right of the topic is an up arrow that returns to the top of the topic.
16. Close the OTM online help.
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are included on the Oracle Technology Network page.
14. c
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Click the View Library link for OTM and GTM Documentation Library Release 6.3.
a c
15. Click the Documentation tab.
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Note the list of available documents for the selected OTM release. In the top part of the
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page, the document names contain links to access the corresponding document. The
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section Confidential Documents lists the confidential documents and does not contain
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links. You can access these documents via the My Oracle Support note or the installer. The
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confidential documents include the following:
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Data Dictionary (
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Data Dictionary ReadMeli
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Structural Changes Guide
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OAM Integration Guide
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XML Interface Changes
XML Schema
There are also documents for FTI and GTM
16. Close the Oracle Transportation Management 6.3 Documentation Library page.
TOIs.
To view a list of OTM TOIs, complete the following:
17. In the My Oracle Support note, follow the link and directions to access the TOIs.
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click on the Buy Shipments menu option, OTM displays a search page.
1. Click Shipment Management > Shipment Management > Buy Shipments.
OTM displays the buy shipment search page.
Each tab has text fields on which you can query. Certain fields have f, l, v, and n buttons to
their right. For these fields, you can:
f (find) Displays a search page for a certain object.
l (list) Displays a list of all records for a certain object. Also, if you enter some
characters in the field and click l, OTM displays all records beginning with those s a
characters.
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v (view) Displays the view page for the record you have typed into the text field.
c le e
n (new) Allows you to create a new object, if you have the authorization to do so.
a
or Guid
Conditional operators, such as begins with, ends with, not null, etc. let you further define the
@
criteria entered in that field. t
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The following links are available at the bottom of the search page:
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Search Allows you to search for all records meeting the defined criteria.
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New Creates a new object, such as location, etc.
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Sort order Allows you to specify the order in which the results of your search will
display. (
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Actions Allow you to perform certain actions against the business object.
t h l e
l i k an erab
Export Allows you to export the query results to a spreadsheet.
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2. Enter a Destination Location ID of SAN.
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When you type the first three characters of an ID, you see a listing of all possible location
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IDs that begin with those characters. This feature, called auto-complete, is enabled by a
global property called glog.ui.autocomplete.
3. Select SAN DIEGO STORE.
4. Click Search at the bottom of the page.
Once you query on a location, OTM displays the results page listing all the records that
meet the search criteria specified on the query page. Unless you specify a domain in your
query, the results include all data to which you have read and write access.
At the top of the results page, you see the following links:
New Allows you to create a new shipment.
View Displays the selected record(s) in a view-only format.
Edit Displays the original data entry fields available for editing. Certain fields
cannot be edited (for example Shipment ID). You can only edit a record if you have
the appropriate access.
Delete Deletes the record.
Actions Allow you to perform certain actions against the business object.
To the right of the Actions button, you see a drop-down list containing the following:
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
At the bottom of the results list, you see the following links:
New Query Displays a blank search page so you can perform a different query if
the records that resulted from the original query are not what you want.
Refine Query Displays the search page with your original query field values that
you can change to refine the search.
Export Displays the selected records in a Microsoft Excel spreadsheet.
5. Click Shipment Management > Shipment Management > Buy Shipments.
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6. Click Search at the bottom of the page.
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7. Select any two check boxes.
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Note how OTM displays the number of selected records to the right of Selected.
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8. Select another check box.
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Note how OTM increases the number of Selected Page and Total to 3.
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9. Scroll to the far right in the results page. i m
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Note how OTM always displays the ID column.
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Scroll back to the far left of the results page.
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Click the Shipment ID heading once to sort the column in ascending order.
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12.
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Click the Shipment ID heading a second time to sort the column in descending order.
13. u tt cen
To resize the Shipment ID column, move your mouse pointer over the far right-side of the
t h
column heading. i m l e li
14.
l i k an erab
When you see a || arrow similar to the one shown here, hold down the left-mouse
H u nsf
button and drag the arrow to the right.
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When you release the mouse button, the column resizes.
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Adding a Record ( k a se t
u tt >cLocation
e n Manager.
1. Click Shipment Management
m
hiLocations l i
OTM displaysnthe
a t a b leFinder page.
u
2. Click New f er of the page.
likat thesbottom
i H
kOTM displays
r anthe Identification tab.
t h - t
Kar3. Enter
4.
nona Location ID of DALLAS LOCATION.
Enter a Corporation ID of OUTLETS OF USA (already created).
Note how OTM suggests this value after you enter only a few characters.
5. Select OUTLETS OF USA from the auto-complete list.
6. Click v (view) to the right of the OUTLETS OF USA Corporation ID.
When you click the v button, the Corporation page is displayed so you can view the details
of OUTLETS OF USA.
7. Close the Corporation page.
8. Enter a Country Code of USA.
Note the Country Code. The country code has a red * (asterisk) in front of it which means
that it is required. You will not be able to save the location if you do not have a country code
specified.
9. Click Roles at the bottom of the page.
OTM displays the Roles tab.
10. Click New Location Role Profile. The Role page opens.
11. Select a Location Role of BILL TO.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Editing a Record
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
H u nsf
r
Using
t h n - tra to view additional information about business objects. These shortcuts are
ikhas shortcuts
SmartLinks
a no
OTM
K called SmartLinks.
24. Click Shipment Management > Shipment Management > Buy Shipments.
OTM displays the buy shipment search page.
25. Click Search at the bottom of the page.
26. Right-click on a row in the Buy Shipments results page.
A SmartLink is an OTM menu listing shortcuts to related information for that business
object. In this example, you can see the available SmartLinks for buy shipments.
The Edit, Export, and View options appear on all SmartLink menus.
27. Close the SmartLinks menu.
Using Actions
Actions allow you to perform certain functions against a business object.
28. Select the check box to the left of a shipment.
29. Click Actions at the top of the results page.
30. Click the plus sign (+) next to Shipment Management.
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Notice that the Location Role section is expanded.
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10. Scroll up and click the minus sign next to Address.
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Notice that the Address section is now hidden.
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11. To view the section again, click the plus sign next to Address.
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t h l e
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You can use this feature anywhere you see a plus or minus sign in front of a section
u nsf
header.
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26. Click Finished, at the top of the page, to save the record.
OTM displays the confirmation page.
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Editing a Record
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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2. Click the Saved Query ID drop-down list to see all order release saved queries.
If you do not see the queries you need, you can create them. Your Business Monitor can
include saved queries from different business objects.
rt h ik n-tra
You then assign the Business Monitor to a user preference.
Ka no
Assigning User Preference
To activate your user preference, assign the user preference to a specific user.
7. Click Configuration and Administration > User Configuration > Manage User Access.
8. Select a User Access Type of User Preference.
9. Enter a User ID of ADMIN.
10. Click Edit User Access at the bottom of the page.
11. Ensure that the Replace Existing User Preference With The Following check box is
selected.
12. Enter a User Preference of COREDEMO.
13. Click Finished at the top of the page.
14. Log out of and back into OTM.
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a c le e
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ORDER_BASE-NO_RELEASES 1
(Note: This is an order base in the
SHAREDCORE domain that will be used
for a demonstration later in the class.)
ORDER_RELEASE-NEW 0
SHIPMENT-NEW 0
SHIPMENT-DELAYED 0
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customized screen set (finder results page). Then well see how these are added to a custom
menu and the menu assigned to a user.
rt h ik n-tra
Make it a required field.
Ka no Make it read only.
Different types of fields will have different options available for edits.
8. Click the Save button.
OTM displays the Detail tab.
In this demonstration, we are going to delete all four INCO Term fields.
9. With the INCO Terms field option button selected, click the trash can icon.
10. Click OK when you see the question Are you sure you want to delete this field?.
OTM refreshes the Manager Layout page and the INCO Terms field is removed. It is
replaced by an Add INCO Terms button.
If you wanted to add the field back, you would click the Add INCO Terms button.
11. Select the option button next to INCO Term Location.
12. Click the trash can icon.
13. Click OK when you see the question Are you sure you want to delete this field?.
OTM refreshes the Manager Layout page and the INCO Term Location field is removed.
14. Select the option button next to Final INCO Terms.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 44
15. Click the trash can icon.
16. Click OK when you see the question Are you sure you want to delete this field?.
OTM refreshes the Manager Layout page and the Final INCO Terms field is removed.
17. Select the option button next to Final INCO Term Location.
18. Click the trash can icon.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
19. Click OK when you see the question Are you sure you want to delete this field?.
OTM refreshes the Manager Layout page and the Final INCO Term Location field is
removed.
20. Click Finished.
Well see the results of deleting these fields of this later in this lesson.
r t h ik o us
also rearrange the sequence of the tabs and their associated fields and you can add new
( k a se t
tabs and fields. You can also delete a tab or field.
26. Click the Results tab.
u tt cen
t h i m l e li
Use this page to configure the columns that appear on the Results page of the business
l i k an erab
object assigned to this screen set.
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27. In the Total Gross Weight row, click More.
H
rt h ik n-tra
28. Notice the Total check box is selected.
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The Total check box determines if the column is to be totaled.
The Total check box is also selected for the Total Gross Volume, Total Net Weight and
Total Net Volume rows.
29. Click Save.
OTM displays the Screen Set manager again.
30. Click the Actions tab.
Use this page to configure the actions that are available for a business object. OTM is pre-
configured to display all available actions for business objects. However, you may want to
prevent a user from performing a specific action. You can also move actions to new
positions in the hierarchy.
31. Click the SmartLinks tab.
Use this page to configure the SmartLinks that are available for a business object. OTM is
pre-configured to display all available SmartLinks for business objects. However, you may
want to prevent a user from viewing a specific SmartLink. You can also move SmartLinks to
new positions in the hierarchy.
32. Click Finished.
Well see what this looks like later in this class.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 45
Viewing a Customized Menu
The Menu Editor lets you control the objects that appear on the navigation menu on the left side
of the OTM home page. After you create a menu, you can assign it to a domain, user, or level
using the Access Manager. Also, note that you can assign more than one menu.
33. Click Configuration and Administration > User Configuration > Menu Manager.
34. Enter a Domain Name of COREDEMO.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
or Guid
Forwarding.
39. Click Finished.
t @
ut dent
Assigning Custom Menus to Users i m
th Stu
a n
New user menus are not available by default. Access
u l ik thbeisgranted to make them active.
must
40. Click Configuration and Administration
i k h> User
u s e
Configuration > Manage User Access.
41. Select a User Access Type of User
a h
rt Menu. to
42. Enter a User ID of ADMIN. ( k
tt cens e
u
im le li
43. Click Edit User Access.
t h
OTM displays
l i k anthe User
e r abMenu Access page.
H Note f
u thatnthes CORE MENU is selected.
rIfh
t i k
you made -any
n trachanges to the CORE MENU, you must log out and back into OTM to see the
Ka updated nomenu.
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 46
Guided Demonstration 2 - Viewing Results of Customization
The instructors domain has customized copies of the screen sets, manager layouts and menus
for freight forwarding. This allows the instructor to demonstrate this feature.
( k a se t
8. Click Brokerage and Forwarding > Booking > Freight Forwarding.
9. Click Search.
u tt cen
t h i m l e li
10. Select the check box next to DEMO2.
11. Click Edit.
l i k an erab
H u nsf
Note that on this non-customized manager, you see the INCO Terms fields.
rt h ik n-tra
Ka nothe Results Page
Viewing
Next, lets review the customized results page (screen set).
12. Click Demo Screen Set > Freight Forwarding.
13. Enter an Order Release ID of DEMO.
14. Click Search at the bottom of the page.
15. Scroll to the right until you see the columns Total Gross Weight, Total Gross Volume,
Total Net Weight, and Total Net Volume.
16. Select one or more Freight Forwarding IDs.
Note the Total row at the bottom of the results page and how the values in it change as you
select more records. OTM only displays totals for columns which have been configured to
do so.
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18. Under Selected, click Order Release ID.
c om
19. Click the Move Left arrow.
a c le e
20. Click Save.
@ or Guid
t
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Notice that the Order Release ID column no longer appears on the results page.
i m
th Stu
21. Click the wrench icon to view the Configure Results page again.
a n
h ulik e this
22. Under Selected, scroll down to locate and select Status.
r t h ik o us
23. Click the Move to Up arrow to move Status to the top of the column.
24. Click Save.
( k a se t
tt cen
Note that the Status column is now the first column in the results page and you do not need
u
to scroll to see it.
t h i m l e li
l i
Editing Recordsk anDirectly
e r ainbthe Results Page
Hube modified n f
s on the results page if you have defined them to be editable in the screen
i k
Fields can
t r a
arth non-
set.
K 25. Double-click in the Late Pickup Date column for the DEMO2 Order Release ID.
OTM displays a Late Pickup Date pop-up window. Note that the screen set must be
configured to allow editing of certain columns on the results page.
The instructors domain has a customized advanced layout. This allows the instructor to
demonstrate this feature.
If you want to see (or show) the setup for the advanced layout, complete the following:
1. Click Configuration and Administration > User Configuration > Advanced Layout.
2. Enter a Domain Name of COREDEMO.
3. Click Search.
4. Click ORDER RELEASES AND SHIPMENTS.
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) ha
OTM displays the Advanced Layout page.
5. In the Layout section, click Order Release Table.
c om
The properties pane opens on the right.
a c le e
or Guid
Note that you can define the Screen Set ID and Population Method. For Population Method,
@
t
ut dent
you could enter a saved query, such as order releases for a specific region.
Viewing Results of a Custom Advanced Layout i m
th Stu
a n
The instructors domain has a customized advanced layout added to the menu. This allows the
instructor to demonstrate this feature.
h ulik e this
r t h ik o us
Custom advanced layouts need to be added to your menu to be viewed.
k a se t
6. Scroll down to the bottom of the main menu.
(
u tt cen
7. Click Order Releases and Shipments.
t h i m l e li
OTM displays the Core Advanced Layout page.
l i k an erab
The map shows the routes.
H u nsf
rt h ik n-tra
Note the order releases on the bottom left and the shipments on the bottom right.
The following icons appear in the toolbar in each section:
Ka no
Select and Add: Allows you to find other records and then add them to the advanced
layout.
Actions: Select a record in the table and then click this icon to launch the Actions
menu.
Execute Default Search: Removes all the records from the table and re-runs the finder
set's default saved query.
Refresh Selected: Refreshes the selected records in the table.
Remove Selected: Removes the selected records from the table. It does not remove
them from the database; it only affects if they are displayed on this page.
Export: If no rows are selected in the table, then the entire table is exported to an Excel
sheet. If rows are selected, you can choose to export just those rows, or all rows.
Execute: To change the saved query that is populating the data in the related table,
select one from the drop-down list then click the Execute button.
Other examples of Advanced Layouts include maps and the Decision Control Center.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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Lesson 7: Business Scenario: Creating and Orders and Planning Shipments in OTM
Chapter 1 - Page 51
Lesson 8: Managing Orders in OTM
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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a c le e
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means this order release will be entered with lines.
Ka
no In addition, this order configuration specifies to automatically create one ship unit for
the line item. This is specified in the Releasing Logic field.
Note the Ship Unit Creation field which indicates that OTM will automatically create the
ship units from the entered line items when the order release saved.
8. Close the Order Configuration page.
9. Click the Line Item tab.
To add a new line item, you can click the New Line Item button.
Note that you can add as many line items as you need.
10. Click the pencil icon to the right of Brand Name.
Note the Packaged Item ID of BASKETBALLS and the Total Package Count of 750.
When you are entering line items, the minimum data you can enter is the packaged
item you are shipping and the total package count.
You can also add information such as Weight, Volume, Package Length, Package
Width, and Package Height.
11. Click Save at the bottom of the page.
OTM returns to the Line Item tab.
You must enter a transport planner with an involved party qualifier ID of LOGISTICS.
Otherwise, OTM cannot send tender notifications to service providers.
14. Click Finished at the top of the page.
Remember that it is only when you click Finished that OTM saves your data to the
database. Always look for a confirmation page when you create or update information.
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9. Click the Ship Unit tab.
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OTM displays the Ship Unit tab.
In this example, the order release is entered with ship unit information.
10. Click the pencil icon to the right of Drop Off Stop ID.
OTM can generate a Ship Unit ID for you.
OTM does not require any information, but you should enter as much information as
possible to allow OTM to select the best service provider and rate.
A transport handling unit is the type of packaging for a ship unit. It can be a 4x4 pallet,
a euro pallet, or anything else you have defined. In this example, you are shipping a
count of 12 - 4X4 pallets.
You can also add information such as gross weight per ship unit, gross volume per
ship unit, length per ship unit, width per ship unit, and height per ship unit. Net weight
per ship unit and net volume per ship unit are also available.
11. Click Save at the bottom of the page.
12. Click Line Item at the bottom of the page.
OTM creates a default line item for you. Or you can create the details for the ship unit and
the line item.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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2. Click New.
OTM displays the Order Release tab.
3. Enter an Order Release ID of PORTLAND-SALEM.
4. Enter an Early Pickup Date of todays date.
5. Enter a Late Delivery Date of todays date plus 3 months.
Note: Since there are a number of date fields on the order release, make sure you
populated the correct fields.
6. Select an Order Configuration of ONE_TO_ONE.
s a
7. Enter a Source Location of PORTLAND.
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8. Enter a Destination Location of SALEM.
c om
9. Click Ship Unit at the bottom of the page.
a c le e
or Guid
Because you selected an order configuration of ONE_TO_ONE which specifies creation of
@
line items, OTM displays the Line Item tab. t
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10. Click New Line Item in the middle of the page. i m
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OTM displays the Line Item page.
11. Enter a Packaged Item ID of BASKETBALLS.
h
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12. Enter a Total Package Count of 750.
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a se th
13. Enter a Weight of 15000 LB.(
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14. Enter a Volume of 1750 CU FT.
i li
t h l e
l i k an erab
15. Click Save at the bottom of the page.
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OTM returns to the Line Item tab of the Order Manager.
H
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16. Click New Line Item in the middle of the page to enter a second line item.
Ka no
OTM displays the Line Item page.
17. Enter a Packaged Item ID of TENNIS BALLS.
18. Enter a Total Package Count of 1125.
19. Enter a Weight of 22500 LB.
20. Enter a Volume of 1000 CU FT.
21. Click Save at the bottom of the page.
OTM returns to the Line Item tab of the Order Manager.
22. Click Constraints at the bottom of the page.
OTM displays the Constraints tab.
23. Click Involved Parties at the bottom of the page.
OTM displays the Involved Parties tab.
24. Enter an Involved Party Contact of PLANNER.
25. Select a Communication Method of BY CONTACT.
26. Select an Involved Party Qualifier ID of LOGISTICS.
27. Click Save to the far right of the Involved Party Contact field.
30. Click the Business Monitor link. Which query has been updated after performing this
exercise?
Saved Query Name Number of Matching
h
Note: Since there are a number of date fields on the order release, make sure you
ik o us
populated the correct fields.
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36. Select an Order Configuration of ONE_TO_ONE.
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37. Enter a Source Location of PORTLAND.
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38. Enter a Destination Location of TILLAMOOK.
l i k an erab
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39. Click Ship Unit at the bottom of the page.
H
rt h ik n-tra
OTM displays the Line Item tab.
a no
40. Click New Line Item in the middle of the page.
K OTM displays the Line Item page.
41. Enter a Packaged Item ID of GOLF BALLS.
42. Enter a Total Package Count of 25000.
43. Enter a Weight of 7000 LB.
44. Enter a Volume of 700 CU FT.
45. Click Save at the bottom of the page.
OTM returns to the Line Item tab.
46. Click Constraints at the bottom of the page.
OTM displays the Constraints tab.
47. Click Involved Parties at the bottom of the page.
OTM displays the Involved Parties tab.
48. Enter an Involved Party Contact of PLANNER.
49. Select a Communication Method of BY CONTACT.
50. Select an Involved Party Qualifier ID of LOGISTICS.
51. Click Save to the far right of the Involved Party Contact field.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
s a
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a c le e
@ or Guid
t
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Type
PLANNING PLANNING_NEW
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c om
6. On the Build Buy Shipment confirmation page, click the View Diagnostics button.
OTM displays the Diagnostics Log Viewer.
a c le e
or Guid
The Diagnostic Log Viewer page opens and displays process steps, entities, duration
@
t
ut dent
and status, so you can see the sequence of events and whether they were successful.
i m
Two of the statuses are Success and Failure. Remember that these are process
th Stu
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statuses and Success may not always be good nor may Failure always be bad. For
a
h ulik e this
example, the message may be Success for bundling orders but you may not want them
bundled.
r t h ik o us
a se t
Processes vary depending on the process performed. For example, for building
( k
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shipments, some of the processes you will see are: identify valid itineraries, multi-stop
u
t h m l e li
merge shipments, and commit shipments.
i
l i k an erab
If there is a plus button, you can click on it to view sub-process steps.
u nsf
7. Scroll down and note the Process Step of Multi Stop Merge Shipments.
H
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The status of this process steps indicates that the number of shipments to merge is 2
Ka no and that using the Concurrent Savings Merge algorithm that these shipments have
been combined into 1 shipment.
8. Click the plus button next to Multi Stop Merge Shipments.
Note that several new entries appear under Multi Stop Merge Shipments.
You see the details for the Multi Stop stats process.
And finally you see the Commit Shipments process completed successfully. This
indicates that the shipment was successfully saved to the database.
9. Close the Diagnostics Log Viewer page.
10. Click the Shipment ID on the Build Buy Shipment confirmation page.
OTM displays the Buy Shipment view page.
OTM generates the shipment ID using rules defined in the business number generator.
Note the service provider and transport mode for the shipment.
Note the Number Of Orders and Number Of Stops. There were two orders, DEMO1 and
DEMO2 planned into this single multi-stop shipment. The shipment has three stops.
11. Click the plus sign next to More.
OTM displays additional shipment information including:
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
( k a se t
each stop, you can see the stop type, location, and planned arrival and departure
information.
u tt cen
17. i m li
Click the plus sign next to Standard Documents.
t h l e
l i k an erab
This section contains standard documents associated with the shipment. A standard
u nsf
document is an assignment of a document type to a transaction, such as a shipment.
H
rt h ik n-tra
Revisions are kept of standard documents.
no
Refer to the OTM Transfer of Information session titled 6.3 TOI OTM Document
Ka Management Functional Overview for more information on document set up, generation,
and flow.
18. Click the plus sign next to Additional Documents.
This section displays document uploads and reports directly associated with the shipment
by a user or through integration. Documents can be associated with the shipment through
the Attach Document or the Upload Document actions. Ad hoc documents are documents
without a document type that are associated with the shipment.
OTM displays the View Diagnostics process management page with the ID you selected.
25. Click View Results to view the diagnostic log file.
OTM displays the diagnostic log for the shipment you created earlier in this demonstration.
26. Close the Diagnostic Log Viewer page.
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@ or Guid
t
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You can zoom in and out
and maneuver the map. i m
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r t h ik o us
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You can isee
utt licenat the bottom of the
a n thYou canaalsobselect
page. le and run saved queries.
shipment information
H ulik nsfer
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K 3.
no in as necessary.
a 2. Zoom
Click the Legend icon located in the right side of the icon bar.
OTM displays the Legend.
For more information about the icons listed in the legend, please refer to the OTM
online help topic glog.map Properties.
4. Close the Map Shipments page.
5. Close the Buy Shipment view page.
6. Close the Build_Buy_Shipment page.
s a
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@ or Guid
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i m
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You can zoom in and out
a n
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and maneuver the map.
h
ik o us
r t
a se t h
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i m u li
t h
n can seershipmentl e
l i k aYou
f e ab information at the bottom of the
Hu rans
page. You can also select and run saved queries.
i k t
Karth non-
3. Click the Legend icon in the toolbar at the top of the map.
OTM displays the Legend.
4. Close the Map view page.
5. Close the Shipment View page.
6. Close the Build Buy Shipment confirmation page.
7. Click Business Monitor link at the top of the page. Which query has been updated after
performing this exercise?
Saved Query Name Number of Matchings
s a
) ha
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a c le e
@ or Guid
t
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i m
th Stu
a n
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@ or Guid
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r t h ik o us
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a c le e
@ or Guid
t
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h ulik e this
or late for order pickups and drop offs. There must still be a valid time window.
h ik o us
In the Rate Preferences drop-down, you can specify whether to use preferred rates or not.
r t
( k a se t
We will discuss preferred rates later in this class.
u tt cen
Note the Status. If a service provider can be used for this shipment, it has a status of
t h i m l e li
Available. The service provider currently assigned to the shipment has a status of Available
(Current).
l i k an erab
u nsf
In the grid, you see shipment details such as rate offering, cost, start and end time for each
H
rt h ik n-tra
service provider.
Ka no
8. If you change any of these options, click the Refresh button to update the grid.
9. Note the Analyze Carrier Scorecard button. This button can only be used if Oracle Fusion
Transportation Intelligence (FTI) is installed. FTI is not installed on the training server, so
this button will not work.
10. Mark the option button next to the Service Provider ID NW99.
11. Click OK.
OTM displays the shipment data for the new service provider.
Note the service provider has been changed from FGN9 to NW99.
12. Click the Shipment ID.
OTM displays the Buy Shipment view page.
13. Click the plus sign next to More.
Note the Total Actual Cost is different from the Planned Cost. The planned cost is the
original OTM calculated cost of the shipment and does not change. The total actual cost
reflects the current service provider and associated rates.
14. Close the Buy Shipment view page.
15. Close the Change Service Provider page.
om
5. Mark the option button next to the Service Provider ID of NW99.
6. Click OK. c
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OTM displays the shipment data after the service provider change.
@ or Guid
7. Click the shipment ID to view additional shipment data. t
ut dent
8. Click the plus sign next to More. i m
th Stu
9. Enter the following shipment information below:
a n
ulik Enter is Results
thYour
Field
h
ik o us e
Service Provider ID r
a se tt h
Total Actual Costtt ( k n
m u l i c e
t
Rate Offering
n hi ble
u likaRecord
Rate
s f era
i k H Planned
r an Service
t h - t
Kar nonProvider
Planned Cost
Planned Rate
Offering
Planned Rate
Record
10. Close the Buy Shipment view page.
11. Close the Change Service Provider page.
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Ka no
Note the Pickup Date Time near the bottom of the page.
You can enter reference numbers and remarks.
18. Click Finished at the bottom of the page to accept the tender.
19. Close the Results page.
20. In the navigation trail at the top of the page, click the Buy Shipments Result link.
OTM displays the Buy Shipments finder results.
21. Click the ID of the shipment for which you just accepted the tender.
s a
22. Click Status on the right side of the page near the top.
) ha
OTM displays the Statuses page.
c om
c le e
Note the status value of REVIEWED_EXECUTE which indicates the shipment is reviewed
a
or Guid
and may be executed. Also note the status value of SECURE RESOURCES_ACCEPTED
@
t
ut dent
which indicates the shipment has now been accepted by the service provider.
23. Close the Statuses page. i m
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r t h ik o us
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
Tendering a Shipment
Once you tender the shipment, your status is as follows:
Status Type Status Value
s a
REVIEWED REVIEWED_EXECUTE
) ha
SECURE RESOURCES SECURE RESOURCES_TENDERED
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@ or Guid
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REVIEWED REVIEWED_EXECUTE
SECURE SECURE RESOURCES_ACCEPTED
RESOURCES
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@ or Guid
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@ or Guid
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highest sequential number.
OTM displays the Shipment Tracking Events page. c
le e
a c
7. Click Add Shipment Tracking Event at the bottom of the page.
@ or Guid
OTM displays the Shipment Tracking Event page. t
ut dent
8. Select a Responsible Party of Carrier. i m
th Stu
a n
The Responsible Party describes the person that has entered the event. The values that
h ulik e this
appear in this field are determined by the Responsible Party Profile that is assigned to this
action using the Audit Action page.
r t h ik o us
( k a se t
By default, Oracle Transportation Management provides a Responsible Party Profile of
tt cen
Carrier with a Responsible Party of Carrier that is pre-configured with all available public
u
t h m l e li
status and reason codes. Once you select a Responsible Party, the Status and Reason
i
an erab
fields will have specific values to choose from.
l i
u nsfk
9. Select a Status of Delayed and Shipment Delayed.
H
ik n-tra
This indicates what has happened.
rt h
a no
10. Select a Reason of Driver Related and Driver Related.
K This indicates why it has happened.
11. Note the Shipment ID is the same as the shipment ID link that you selected on the Buy
Shipments page in step 6.
12. Select a Shipment Stop of 2. SALEM, OR, USA.
This indicates where it has happened.
13. Enter an Event Date/Time of Todays Date at 23:30 (11:30PM).
This indicates when it has happened.
14. Click Finished at the top of the page.
OTM displays the Results page.
15. In the navigation trail at the top of the page, click the Buy Shipments Result link.
16. Click the ID.
OTM displays the Shipment Tracking Events page.
17. Note your newly added event in the Shipment Tracking Event History section.
18. Log out of the SERVPROV domain.
Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times
Chapter 1 - Page 90
Responsibility: Transport Planner
Log into your domain to see how the shipment tracking event you added impacted the shipment
stop times.
20. Click Shipment Management > Shipment Management > Buy Shipments.
21. Click the Order Release tab.
22. Enter an Order Release ID of DEMO.
23. Click Search at the bottom of the page.
OTM displays the Buy Shipments results page.
24. Click the ID of the shipment with the highest sequential number.
OTM displays the Identification tab.
s a
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25. Click the Stops tab.
om
OTM displays the Stops tab.
c
le e
26. Click Edit (the pencil icon) next to the second stop for Salem where the delayed event
occurred. a c
OTM displays the Shipment Stops page. @ or Guid
t
ut dent
i m
27. Compare the Planned Arrival Time, Estimated Arrival Time, and Actual Arrival Time fields.
th Stu
n
Planned times always remain as originally calculated.
a
h ulik e this
The actual arrival time is the time you entered on the shipment tracking event.
r t h ik o us
OTM updates downstream estimated times based on the actual arrival time but does
k a se t
not change upstream estimated times. In this example, the estimated departure time on
(
tt cen
stop 2 and the estimated arrival/departure times on stop 3 are updated.
u
h i m li
28. Click Save at the bottom of the page.
t l e
k an erab
OTM returns to the Stops tab.
l i
H u nsf
29. Click Edit (the pencil icon) next to the third stop for Tillamook.
rt h ik n-tra
OTM displays the Shipment Stops page.
Ka no
30. Compare the Planned Arrival Time, Estimated Arrival Time, Planned Departure Time, and
Estimated Departure Time.
Note the planned times have not changed but the estimated times have been updated
based on the shipment tracking event entered on the previous stop.
Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times
Chapter 1 - Page 91
Practice 1 - Entering Shipment Tracking Events
In this practice, you will act as Northwest Truck Lines and add a shipment tracking event of
shipment delayed to the multi-stop TL shipment.
h
12. Select a Reason of Driver Related and Driver Related.
ik o us
t h
13. Select a Shipment Stop of 2. SALEM, OR, USA.
r
a se t
( k
14. Enter an Event Date/Time of Todays Date at 23:30 (11:30PM).
tt cen
m u li
15. Click Finished at the top of the page.
i
t h l e
l i k an erab
OTM displays the Results page.
u nsf
16. In the navigation trail at the top of the page, click the Buy Shipments Result link.
H
rt h ik n-tra
17. Click the ID.
Ka no
OTM displays the Shipment Tracking Events page.
Note your newly added event in the Shipment Tracking Event History section.
18. Log out of the SERVPROV domain.
19. Log back in to OTM as YOURDOMAIN.ADMIN. For example CORE102.ADMIN.
20. Click Business Monitor link at the top of the page. Which query has been updated after
performing this exercise?
Saved Query Name Number of Matchings
s a
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c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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r t h ik o us
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e n
7. Click Save at the bottom
OTM returns n
m
hi Stopsbltab.
totthe e l i
a
lik(the pencil a
er icon) next to the third stop for Tillamook.
8. Click Edit
H u s f
h i kOTM displays
- t r anthe Shipment Stops page.
t
K non the planned times, estimated times, and actual times for stop 3 (Tillamook). Note
ar9. Compare
how the estimated times have been updated based on the event entered for stop 2
Salem.
Planned Arrival Time Estimated Arrival Time Actual Arrival Time
i k Hu rans
t
Karth non-
s a
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a c le e
@ or Guid
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om
6. Scroll down to the Reference Numbers section.
7. Note the reference number with a qualifier of BM for this shipment. c
le e
a c
Field Enter Your Results
@ or Guid
Reference Number = BM t
ut dent
i m
th Stu
a n
ulik e tabouthis their shipments in transit.
Public Tracking
Public tracking enables your customers to gethinformation
ik dataoorushipment
s
Customers can search by reference number
r t h t
ID. In this example, you will
search for shipments using a specific
t t (ka> Visibility
n se > Public Tracking.
reference number.
8. Click Shipment Management
im u c e
liNumber
9. Select a Shipment
n t h l
Reference
b e Qualifier of BM.
a erReference
10. Enter theikShipment
l a Number you copied above.
u
H Search
11. Click s f
nat the bottom of the page.
i k t r a
Karth OTMnon
- the Public Tracking page.
displays
The Public Tracking page displays scheduled arrival and departure information,
reference numbers, and freight details.
Note in the Freight Movement section, you can see this shipment is delayed.
2. Click Search.
OTM displays the Shipment Visibility results page.
3. On the shipment you just created, right-click and select Track and Trace from the
SmartLinks menu.
4. Note the reference number with a qualifier of BM (i.e. bill of lading number) for this
shipment.
Field Enter Your Results
s a
Reference Number = BM
) ha
c om
Viewing the Shipment Event
a c le e
or Guid
5. In the breadcrumb trail, click the Shipment Visibility Result link.
@
6. Mark the check box next to the shipment you just created. t
ut dent
i m
th Stu
7. Click Actions > Events > View Shipment Tracking Events.
a n
ulik e this
OTM displays the Shipment Tracking Events page.
h
8. Enter the shipment event information below.
ik o uEnter
s This Value
Field r t h t
Event Descriptiontt (
ka nse
i m u lice
a n th able
Event Location
uEvent s f er
lik Date/Time
9. ik
H an Tracking Events page.
Close thetrShipment
t h
ar non -
K
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a c le e
@ or Guid
t
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
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Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
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l i k an erab
H u nsf
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
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r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
Lesson 15: Business Scenario: Configuring OTM to Build and Tender a Multi-stop Shipment
Chapter 1 - Page 102
Lesson 16: Creating Locations and Corporations
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
no
role of SHIPFROM/SHIPTO.
Ka 7. Click the Activity Time Definition ID of FIXED STOP TIME 1H.
On the Activity Time Definition page, you can set a fixed stop time and variable stop time. If
you have specified both a fixed and variable stop time, OTM adds them together.
Fixed stop time identifies a set period of time. In this example, the Fixed Stop Time is 1
H (hours).
Variable stop time is in terms of time per weight, volume, ship units, etc.
8. Close the Activity Time Definition page.
9. Click Save at the bottom of the page.
10. Click the Routing tab.
Note the Location Classification. Some rates may differ between residential and
commercial locations.
Note the Service Provider Profile. You can exclude certain carriers from being used for
a location or enforce the use of certain carriers for this location. For example, a location
has asked that a specific carrier is always used for their location.
location.
Note the Operational Locations section. When transporting goods to/from ports,
airports, or rail ramps, there can be different points within them that goods are
delivered to or picked up from. You can have multiple operational locations associated
with a location.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
2. Click New.
OTM displays the Identification tab.
3. Enter a Location ID of PHOENIX DC.
4. Enter a Location Name of PHOENIX DC.
5. Click n (new) next to Corporation ID.
OTM displays the Corporation manager.
6. Enter a Corporation ID of PHOENIX CORP.
s a
7. Enter a Corporation Name of PHOENIX CORPORATION.
) ha
8. Click Finished at the top of the page.
c om
OTM returns to the Identification tab.
a c le e
9. Enter an Address Line of 123 MAIN STREET.
@ or Guid
10. Enter a City of PHOENIX. t
ut dent
11. Enter a Province Code of AZ. i m
th Stu
a n
ulik e this
12. Enter a Postal Code of 85004.
13. Enter a Country Code of USA. h
ik o us
r t
a se th
14. Click Roles at the bottom of the page.
(
tt cen
OTM displays the Roles tab. k
i m u li
15. Click New Location Role Profile.
t h l e
l i k an erab
OTM displays the Role page.
u nsf
16. Select a Location Role of SHIPFROM/SHIPTO.
H
r h ik n-tra
17. Enter an Activity Time Definition ID of FIXED STOP TIME 1H (already created).
t
Ka no
This activity time definition specifies a fixed stop time of 1 hour.
18. Click Save to the far right of the Activity Time Definition ID field.
19. Click Save at the bottom of the page.
OTM returns to the Roles tab.
20. Click Finished at the top of the page.
OTM displays the confirmation page.
om
for this store?
c
le e
a c
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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a c le e
@ or Guid
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rt h ik n-tra
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that receiving is performed at this location between 6AM and 9PM every day.
H u nsf
Since this calendar is attached to a location, OTM determines that the location only
rt h ik n-tra
receives cargo during the time window explicitly specified here. You could add an
Ka noactivity for the remaining hours of the day telling OTM to not perform receiving but it is
not required.
Note the Override Name of CHRISTMAS. In this example, OTM prevents receiving
activities during Christmas Day regardless of what is defined in the Activities section
above.
Note the Activity Time Factor in both the Activities and Override grids. An activity time
factor is used to alter the amount of time an appointment will take to finish at a given
location. The activity time on the shipment stop is multiplied by the value you enter in
the Activity Time Factor field. The resulting value is used determine the appointment
slots used for making an appointment.
8. Close the Calendar page.
Creating a Calendar
1. Click Shipment Management > Location Manager.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
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a n
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r t h ik o us
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@ or Guid
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@ or Guid
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@ or Guid
Note the Notification On check box. This check box must be marked to enable
notification.
t
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i m
th Stu
5. Click the Notification tab.
a n
ulik e this
Note the Com Method ID. This indicates the preferred communication method for this
h
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contact. Options include EMAIL and MESSAGE CENTER. Depending on the
h
communication method selected, different fields may need to be populated on the
( k a se t
Contact tab. For example, if you specify a communication method ID of EMAIL, you
u tt cen
must specify an Email Address on the Contact tab.
t h i m l e li
Note the Rank of 1. This field prioritizes the communication methods you specify.
l i k an erab
H u nsf
Note the Calendar ID. If you leave the calendar undefined, OTM assumes your contact
is available 24 hours a day, 7 days a week.
rt h ik n-tra
Note that there is a second communication method ID of MANUAL with a rank of 2.
Ka noYou can enter as many communication methods as you need.
Note: OTM selects the highest-ranked communication method supported by both the
service provider and planner at the time of notification.
Creating a Contact
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
Ka no
16. Ensure that the Notification On check box is selected. It should be selected by default.
17. Click Contact Notification at the bottom of the page.
OTM displays the Notification tab.
18. Select a Com Method ID of MESSAGE CENTER.
19. Enter a Rank of 1.
20. Click Save to the right of the Calendar ID field.
21. Select a second Communication Method of MANUAL.
22. Enter a Rank of 2.
23. Click Save to the right of the Calendar ID field.
24. Click Finished at the top of the page.
OTM returns to the Communication and Remarks tab and applies your contact to the
Phoenix DC.
25. Click Save to the far right of the Contact ID field.
26. Click Finished at the top of the page.
OTM displays the confirmation page.
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c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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a c le e
@ or Guid
t
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h ulik e this
r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
Creating a Commodity
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
om
You can define the minimum and maximum temperature this commodity must stay within.
6. Select a Mode Profile of AIR. c
le e
a c
to ensure your shell fish is transported via air. @ or Guid
Your commodity might require a specific transport mode to be used. For example, you want
t
ut dent
Also note the following fields:
i m
th Stu
n
Equipment Group Profile ID allows you to specify equipment groups that are
a
h ulik e this
compatible or incompatible with this commodity.
r t h ik o us
Commodity Incompatibilities allows you to specify commodities that OTM should not
( k a se t
plan with the commodity you are currently creating. For example, do not plan
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chemicals and food into one shipment.
u
t h i m l e li
It is not necessary to save the page.
l i k an erab
H u nsf
rt h ik n-tra
Ka no
Creating a Commodity
1. Click Order Management > Material Management > Commodity.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
Creating a Commodity
5. Click Create Another. (Order Management > Material Management > Commodity)
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OTM displays the Commodity manager.
6. Enter a Commodity ID of AUTOMOTIVE PARTS.
c om
a c le e
7. Enter a Commodity Incompatibilities of SNACK FOOD (from previous exercise).
8. Click Save to the right of the Commodity Incompatibilities field.
@ or Guid
9. Click Finished at the top of the page. t
ut dent
OTM displays the confirmation page. i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
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t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
Creating a Commodity
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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c om
a c le e
@ or Guid
t
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a n
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r t h ik o us
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@ or Guid
t
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rt h ik n-tra
Ka no
Creating an Item
29. Click Order Management > Material Management > Item.
30. Click New at the bottom of the page.
OTM displays the Header tab.
31. Enter an Item ID of MOTOR OIL.
32. Enter a Commodity ID of AUTOMOTIVE PARTS (from previous exercise).
33. Enter a NMFC Class ID of 60.0 (already created).
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34. Click Finished at the top of the page.
OTM automatically creates a new packaged item for the item of MOTOR OIL with an
c om
identical ID.
a c le e
Editing the Packaged Item MOTOR OIL
@ or Guid
Next, you edit the new packaged item to add packaging information. t
ut dent
35. Click Order Management > Material Management t>hPackaged i m tuItem.
a n S
36. Enter a Packaged Item ID of MOTOR.
h u lik this
37. Click Search at the bottom of the page.
i k u s e
38. Click the MOTOR OIL link. h
art se to
OTM displays the Packaged ( k
tt Itemcepage.
n
i m u l i
39. Select a Packaging
t h Unit of
l eLARGE BOX.
k an Pack
40. Select an Inner
l i e r b
aPackaging Unit of CAN.
Hudownraand
41. Scroll
n f
senter an Inner Pack Count of 6.
i k -t at the top of the page.
th ClickoFinished
a r42. n
n displays the confirmation page.
K OTM
You successfully created an item and packaged item with IDs of MOTOR OIL.
s a
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c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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a c le e
@ or Guid
t
ut dent
i m
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r t h ik o us
( k a se t
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Hu rans
> Equipmentf
i k t
Karth non-
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a c le e
@ or Guid
t
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( k a se t
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Ka no
c om
When you assign the equipment group profile to other objects in OTM such as
a c le e
commodity, rates, itinerary, location, or order, OTM determines if it is compatible or
incompatible with the object to which it is assigned using the Compatible check box.
@ or Guid
Note the Equipment Group ID. You can enter as many equipment groups as you need.
t
ut dent
i m
th Stu
a n
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( k a se t
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Ka no
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) ha
Creating an Equipment Group Profile
8. Click Create Another. (Shipment Management > Equipment Management > Equipment
Group Profile) c om
a c le e
OTM displays the Equipment Group Profile page.
@ or Guid
9. Enter an Equipment Group Profile ID of 53FT TRAILERS INCOMPAT.t
ut dent
10. Ensure the Compatible check box is not marked. i m
th Stu
a n
11. Enter an Equipment Group ID of 53FT TRAILER (from previous exercise).
h ulik e this
12. Click Save to the right of the Equipment Group ID field.
h ik o us
13. Enter a second Equipment Group ID of 53FT DOMESTIC CONTAINER (already exists).
r t
k a se t
14. Click Save to the right of the Equipment Group ID field.
(
u tt cen
15. Enter a third Equipment Group ID of 53FT DRY VAN (already exists).
t h i m l e li
16. Click Save to the right of the Equipment Group ID field.
l i k an erab
17. Click Finished at the top of the page.
H u nsf
rt h ik n-tra
OTM displays the confirmation page.
Ka no
s a
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c om
a c le e
@ or Guid
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a c le e
@ or Guid
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( k a se t
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) ha
c om
a c le e
@ or Guid
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( k a se t
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H u nsf
rt h ik n-tra
Ka no
a c le e
or Guid
5. Enter a Country Code of USA.
t @
You can specify location specific information such as address, city, state/province, and
country. ut dent
i m
th Stu
6. Click Finished at the top of the page.
a n
OTM automatically creates a:
h ulik e this
Corresponding location
r t h ik o us
k a se t
User ID in the SERVPROV domain
(
u t
tContact e n
m l i c
thi and
Adding a Service Provider
When you click a n
Finished
a b le creates a user ID for this service provider, you can then
OTM
ulikinformation
enter contact
s f erfor the service provider.
7. ik H anthe confirmation page.
Click Edit ron
t h - t
n Communication and Remarks tab.
Kar8. Click
nothe
9. Select a Communication Method of MESSAGE CENTER.
10. Click f (find) next to User ID.
OTM displays the User search tab.
11. Enter a User Name of YOURDOMAIN (for example, COREDEMO).
12. Click Search at the bottom of the page.
13. Mark the option button next to SERVPROV.YOURDOMAIN-DEMOSP.
This is the default naming convention OTM uses to create a user ID for service providers.
14. Click Finish at the top of the page.
OTM returns to the Communication and Remarks tab.
15. Click Finished at the top of the page.
OTM automatically creates a primary contact for your service provider.
s a
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c om
a c le e
@ or Guid
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( k a se t
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rt h ik n-tra
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) ha
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a c le e
@ or Guid
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( k a se t
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Ka no
Ka no
16. Close the confirmation page.
OTM displays the Communication and Remarks tab.
17. Click Finished.
Note: You may see an error message about saving or canceling you changes since
changes have been made while you were editing your contact. This is normal.
18. Click the plus sign next to Show Changes.
19. Click Save Your Changes at the bottom of the message.
OTM displays the confirmation page.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
You successfully created a service provider with an ID of ATL9. You also created a service
provider contact and added details for the contact.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
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a n
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r t h ik o us
( k a se t
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s a
) ha
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a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
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rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
Ka no
You can add additional actions to run if the first set of actions on the Actions tab fails.
Typically, these would notify a contact that an error has occurred.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
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l i k an erab
H u nsf
rt h ik n-tra
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locations. c om
When selected, OTM estimates the distance based on the latitude/longitude values on the
a c le e
or Guid
5. Select a Distance Type of LOOKUP.
t @
When selected, OTM uses pre-defined distance values to determine the distance. These
ut dent
values can be entered into OTM through the Shipment Management > Power Data >
i m
th Stu
Geography > Distance menu option. Or, OTM can communicate with third party software to
a n
ulik e this
lookup distances.
6. Mark the Estimate Allowed check box. h
ik o us
r t
a se th
When this check box is marked, OTM will use the pre-defined distance value if one exists or
( k
estimate the distance using the latitude/longitude values on the locations. The distance type
tt cen
i m u
should be set to LOOKUP if you selected the Estimate Allowed check box.
li
t h l e
7. Enter a Short Distance Cutoff of 10 MI.
l i k an erab
8. Enter a Short Distance Factor of 1.6
H u nsf
rt h ik n-tra
To better estimate the distance, OTM multiples the estimated distances which are
shorter than the short distance cutoff with the short distance factor and uses the
Ka no resulting value as the distance.
In this example, for distances less than 10 miles, OTM multiples the calculated
distance by a factor of 1.6.
9. Enter a Long Distance Cutoff of 110 MI.
10. Enter a Long Distance Factor of 1.1
To better estimate the distance, OTM multiples the estimated distances which are
longer than the long distance cutoff with the long distance factor and uses the resulting
value as the distance.
In this example, for distances greater than 110 miles, OTM multiples the calculated
distance by a factor of 1.1.
If the estimated distance value falls between the short distance cutoff and long
distance cutoff values, OTM prorates the distance factor between the defined factors.
11. Note the External Distance Engine ID.
Instead of entering specific distances into OTM, OTM can communicate with third party
software to lookup distances. Please refer to the latest documentation for a current list of
supported software.
a c le e
@ or Guid
For distances, lanes define the start and end point to which the distance value applies.
In this example, the lane is general from Arizona to San Diego, California.
t
ut dent
i m
If you are using distance values to calculate rates, you are going to want your
th Stu
distances to be very specific.
a n
17. Close the Lane Definitions view page.
h ulik e this
r t h ik o us
OTM returns to the Distance Lookup page.
a se t
Note the Rate Distance ID. This tells OTM how to calculate the distance. OTM ships
( k
tt cen
with three options:
u
t h i m l e li
ESTIMATE OTM estimates the rate distance based on the latitude and longitude
l i k an erab
on the locations.
H u nsf
LOOKUP ONLY OTM uses the distance tables or a third-party software package
Ka no LOOKUP ELSE ESTIMATE OTM first tries use the distance tables or a third-party
software packaged to calculate distances. If a result is not returned, then OTM
estimates the distance based on the latitude and longitude on the locations.
Note the Value. This is the distance value which applies to the lane specified in the
Lane ID field.
In this example, the distance from Arizona to San Diego, California is 355 miles.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
l i k an erab
wait time for the long haul move.
u nsf
5. Click the Rate Service Details tab.
H
rt h ik n-tra
Note the HOS Rule Set ID: Indicates which hours of service rules to honor for this rate
Ka no service. When a shipment is created using this rate service type, the HOS rules
associated with it are considered "fresh" at the start of the shipment, and rest time will
be inserted into the shipment as required by the rules. An HOS rule set contains a set
of HOS rules that when honored, verifies a driver is complying with department of
transportation requirements. HOS rule sets are used in external drive and simulation
types of rate services.
Note the Initial Rest Time. If a driver is not fully rested, OTM can take into account an
initial rest time and factor this into the transit time.
Note the Distance, Speed, and Min Transit Time fields.
OTM uses distance and speed values to calculate the rate service speed (or how
long the trip takes).
The min transit time is the absolute minimum time it takes to move from one location
to another. OTM uses this time if the calculated transit time is less than the
minimum transit time.
For example, a truck is traveling a distance of 90 miles. OTM calculates the transit
time as 90MI / 45MPH = 2H (hours) and then adds any time windows required. If
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
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a c le e
Stops Included in Rate of 2 PLUS
@ or Guid
High Stop of 2 EQUALS t
ut dent
Total All Stops of 4 i m
th Stu
a n
ulik e this
Note the Rate Distance ID of LOOKUP ONLY. For this rate offering, OTM uses this
rate distance to calculate the distance between the locations. For certain offering types,
h
ik o us
a rate distance is not required.
r t
a se th
(
tt cenk
Note the fields related to circuity which are the Circuity Allows Percentage, Circuity
Distance Cost, Maximum Circuity Penalty, and Maximum Circuity Distance fields. You
i m u li
can use these fields to determine the cost for out of route miles. So if your rate covers
t h l e
l i k an erab
two stops which you expect to be about 100 miles, you can allow for a small out of
H u nsf
route distance of an additional 10% or 10 more miles, and then charge for anything
rt h ik n-tra over that percentage. For example, there were originally two stops (A and B) which
covered 100 miles, but a stop C was added which caused the shipment to go out of
Ka no route and brought the total miles to 120. You could charge an additional out of route or
circuity cost for the extra 10 miles.
rt h ik n-tra
22. Click Save to the right of the Per Stop Charge field.
Ka no
23. Enter a Rate Distance ID of LOOKUP ONLY.
24. Click Finished at the top of the page.
OTM displays the confirmation page.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
OTM displays the Rate Offering search tab. Whenever you create a new rate record, you
must associate it with a rate offering.
3. Click Contract and Rate Management > Contract Management > Rate Record.
4. Enter a Rate Record ID of BTT9 AZ-CA.
5. Click Search at the bottom of the page.
6. Click the ID.
OTM displays the Lane Info tab.
There are options that can be specified on both the rate offering and rate record. As a
s a
) ha
general principle, OTM uses the value in the more specific object if it is specified in
om
both places. The rate record is more specific than the rate offering.
c
For example, the stop-off charges that were discussed in the rate offering lesson
le e
a c
or Guid
can also be specified on the rate record. If stop-off charges are specified in both
places, the data on the rate record is used.
t @
ut dent
Note the Rate Offering ID. Every rate record must be associated with a rate offering.
i m
th Stu
You can have multiple rate records associated with one rate offering.
a n
7. Click the Source Geo Hierarchy drop-down list.
h ulik e this
r t h ik o us
The geo hierarchy drop-down list defines the general start and end points for the rate
( k a se t
record. Regions can also be used to define this information.
tt cen
You can select the appropriate geo hierarchy for the rate you are defining. In this
u
t h m l e li
example, the source geo hierarchy is STATE/PROVINCE.
i
l i k an erab
8. Click the Destination Geo Hierarchy drop-down list.
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Note the destination geo hierarchy of STATE/PROVINCE. You can combine different
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geo hierarchies. For example, from location to country.
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no The source geo hierarchy and destination geo hierarchy determine the fields that
appear on the Attributes tab.
9. Click Attributes at the bottom of the page.
OTM displays the Attributes tab.
Note the Source Geography Province Code of AZ. OTM can only use this rate record if
the potential shipment departs from Arizona. Since we specified STATE/PROVINCE as
our source geo hierarchy on the Lane Info tab, the source geography is province code.
Note the Destination Geography Province Code of CA. OTM can only use this rate
record if the potential shipment arrives in California.
This is also where you set up rate record specific stop-off information. If you enter stop-
off information here, it overrides stop-off information defined on the rate offering.
10. Click Rate Costs at the bottom of the page.
OTM displays the Rate Costs tab.
Note the Multi-Costs Rule drop-down list. You can define many costs on this page. The
multi-cost rule determines how OTM should combine these costs into one total cost.
Add OTM adds all valid costs listed on the Rate Costs tab and determines a final
total for the shipment.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
rt h ik n-tracosts, you can define certain rate costs as the minimum or maximum. Depending on
the setting of the Multi-Costs Rule drop-down list, OTM selects the appropriate rate
Ka no cost.
Options define the type of rate you entered in the Charge section. You must indicate if
the cost is normal, minimum, maximum, or weighted. You can also add addition rate
information such as rounding details.
Miscellaneous defines tariff information about the schedule of prices that a service
provider publishes for the movement of freight.
OTM displays the Rate Offering search tab. Whenever you create a new rate record, you
must associate it with a rate offering.
3. Enter a Rate Offering ID of BTT9 TL (previously created).
4. Click Search at the bottom of the page.
OTM displays the Rate Offering results page.
5. Ensure the option button next to BTT9 TL is marked.
6. Click Finish at the top of the page.
OTM displays the Lane Info tab.
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7. Enter a Rate Record ID of BTT9 AZ-CA.
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8. Select the Source Geo Hierarchy of STATE/PROVINCE.
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9. Select the Destination Geo Hierarchy of STATE/PROVINCE.
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10. Click Attributes at the bottom of the page.
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OTM displays the Attributes tab. t
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11. Enter the Source Geography Province Code of AZ. i m
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12. Enter the Destination Geography Province Code of CA.
13. Click Rate Costs at the bottom of the page.h
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OTM displays the Rate Costs tab. h
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14. Click Add A Cost at the bottom of the page.
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OTM displays the Rates page. li
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15. Ensure a Cost Type of Charge is selected.
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16. Enter an Amount of 600.00 USD.
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17. From the Basis drop-down list, select Shipment.
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18. Click Save at the bottom of the page.
OTM returns to the Rate Costs tab.
19. Click Finished at the top of the page.
OTM displays the confirmation page.
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for shipments in the geographic area defined by the lane and/or rate zone profile. A
rate zone profile can contain multiple lanes.
le ec
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or Guid
Note the Effective Date and Expiration Date fields. You can define when your rate
preference is valid.
t @
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Note the Rate Offering ID. List the preferred rate offerings which OTM should consider
in the specified geographic area. i m
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Enabling a Rate Preference
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Once you create a rate preference, you
r t h ik to ospecify
need us it in a parameter set. Defining
parameters in a parameter set enables
(ka OTM t
eto build shipments based on your business
process. t t
u li>cPowere n s
5. Click Shipment h
t i m
Management
l e Data > General > Parameter Sets.
n
ka feSet b
raID of RATE PREF ON.
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6. Enter a Parameter
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7. Click
r a nat the bottom of the page.
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OTM displays the Parameter Sets results page.
K 8. Click the ID.
9. Click the Collapse All button at the bottom of the page.
Note the different sections of the parameter set page. You can set parameters for Bulk
Plan, Container Optimization, Multistop, and other areas as well. OTM ships with a
default setting for each parameter which you can override based on your business
processes.
10. Locate the Bulk Plan section and click the + sign next to BULK PLAN.
The Bulk Plan section expands and you now see all of the bulk plan parameters.
Note the first column defines the parameter name.
Note the second column defines the default value for the parameter.
Note the third column defines the override value if one is selected.
11. Scroll down to the USE RATE PREFERENCE parameter.
Note there are 3 values available for the USE RATE PREFERENCE parameter:
0.Do Not Use Preferred Rates This is the default value. If you do not set this
parameter to something other than the default value, OTM disregards your rate
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You successfully set the USE RATE PREFERENCE parameter to 2. Preferred Rates If
Available.
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1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate Quality
Factors.
2. Click New at the bottom of the page.
OTM displays the Rate Quality page.
3. Enter a Rate Quality ID of AZ-CA.
4. Enter an Adjustment Flat of 250.00 USD.
Since you are specifying a negative amount, the rates to which you attach this rate quality
will look more attractive during planning in OTM. s a
5. Click Finished at the top of the page. ) ha
OTM displays a confirmation page. c om
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Lesson 31: Creating Rate Offerings and Rate Records for Less Than Truckload
Chapter 1 - Page 190
Guided Demonstration 1 - Creating Weight Break Profiles
Viewing an Existing Weight Break Profile
1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate Unit
Break Profiles.
2. Enter a Rate Unit Break Profile ID of LTL WEIGHT BREAKS.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
rt h ik n-tra
9. Select a Data Type of UNIT OF MEASURE.
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10. Click the UOM Type drop-down list.
Depending on the data type selected, you may be able to select a UOM type. By selecting a
data type of UNIT OF MEASURE, you must also specify the UOM type.
11. Select a UOM Type of WEIGHT.
Note the Rate Unit Break ID. This must be unique across all rate unit break profiles in
your domain.
Note the Break Value. Depending on the lookup type selected, enter the rate unit break
as a minimum, maximum, or exact value.
Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records
Chapter 1 - Page 192
20. Select a Basis of Shipment Total Weight.
21. Enter a Unit of 100 LB.
To define this as a per cwt rate, enter a basis Shipment Total Weight, a unit of 100 and a
unit of measure of LB.
22. Click Edit Unit Breaks to add the costs for each weight band.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
23. For the Max 500 LB band, enter a Charge Amount of 4.00 USD.
24. For the Max 1000 LB band, enter a Charge Amount of 3.89 USD.
25. For the Max 5000 LB band, enter a Charge Amount of 3.79 USD.
26. For the Max 10000 LB band, enter a Charge Amount of 3.69 USD.
27. For the Max 15000 LB band, enter a Charge Amount of 3.59 USD.
28. For the Max 20000 LB band, enter a Charge Amount of 2.06 USD.
29. Click Save at the bottom of the Rate Unit Break page.
30. Click Save at the bottom of the Rates page.
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31. Close the Rate Record page.
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Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records
Chapter 1 - Page 193
Guided Demonstration 3 - Viewing Master Rate Offerings and Rate
Records
Viewing a Master Rate Offering
1. Click Contract and Rate Management > Contract Management > Rate Offering.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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OTM displays the rate offering search page. Whenever you create a new rate record, you
have to associate your rate record with a rate offering.
3. Enter a Rate Offering ID of LON9 LTL (from previous exercise).
4. Click Search at the bottom of the page.
OTM displays the Rate Offering results page.
5. Click Finish at the top of the page.
OTM displays the Lane Info tab.
6. Enter a Rate Record ID of LON9 850-921.
s a
7. Select a Source Geo Hierarchy of USZIP3.
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8. Select a Destination Geo Hierarchy of USZIP3.
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9. Click Attributes at the bottom of the page.
a c le e
OTM displays the Attributes tab.
@ or Guid
10. Enter a Source Geography Postal Code of 850. t
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11. Enter a Destination Geography Postal Code of 921. i m
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12. Click Rate Costs at the bottom of the page.
OTM displays the Rate Costs tab. h
ik o us
13. Click Add A Cost. r t
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OTM displays the Rates page. k
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14. Select a Cost Type of Discount.
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15. Enter an Apply Discount Of of 20 %.
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16. Click Save at the bottom of the page.
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OTM returns to the Rate Costs tab.
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17. Click Finished at the top of the page.
OTM displays the confirmation page.
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source geography province code is AZ and the destination geography province code is
rt h ik n-tra
CA. This itinerary will only be used to plan shipments from Arizona to California.
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6. Click the List Legs tab.
7. Click Edit (the pencil icon) to the right of the Mode Profile ID field.
The leg details page allows you to limit the use of this multi-stop itinerary. Most
commonly, you want to limit its use to only those transport modes that can be used for
multi-stop shipments.
Note the Sequence Number. This indicates in what order a shipment would travel
through multiple legs.
Note the Primary check box. For multi-leg itineraries, mark the most important leg as
primary.
Note the Equipment Assignment Type. This controls how OTM makes equipment
assignments for this leg.
Optimize Equipment allows OTM to choose the appropriate equipment for the leg of
the shipment.
Re-use Equipment allows OTM to use the same equipment that was selected for
previous leg. You should not select Re-use Equipment for the first leg in an itinerary.
No Equipment allows OTM to not assign equipment to the shipment.
l i k an erab
18. Enter an Equipment Group Profile ID of 48FT TRAILERS COMPAT.
H u nsf
19. Click Save at the bottom of the page.
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OTM returns to the List Legs tab.
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20. Click Finished at the top of the page.
OTM displays the confirmation page.
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Rates: Used for direct shipments between one pickup and one delivery point.
Rate and Route: In addition to rate data, this option also uses the itinerary to find the
appropriate rate.
Field Enter This Data
Find drop-down list Rate and Route
Ship From Location ID PHOENIX DC
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Ship To Location ID SAN DIEGO STORE
Transport Mode ID LTL
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Click Save
a c le e
Flexible Commodity NMFC_CLASS
@ or Guid
Qualifier t
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Commodity Code 60.0
a n
Transport Handling 4X4 PALLET
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Unit i k u s e
h
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Ship Unit Count
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Weight
m u l i e
n t hi ble 1 CU FT
lika sfera
Volume
u
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Click Save to far right of Commodities grid
i k -t
Karth nonClick Search at the bottom of the page
1. Enter the results of the rate query below (click the + icon for more details):
Field Enter Your Results
Itinerary ID
Transport Mode
Service Provider ID
Rate Offering
Total Actual Cost
Weight 20000 LB
Volume 2 CU FT
Click Save
Click Search
2. Enter the results of the rate query below:
Field Enter Your Results s a
Itinerary ID ) ha
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Transport Mode
a c le e
Service Provider ID
@ or Guid
Total Actual Cost t
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@ or Guid
Note the Ship Unit Creation field which indicates that OTM will automatically create the
ship units from the entered line items when the order release created (saved for the
first time). t
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6. Close the Order Configuration manager. i m
th Stu
a n
7. Click the Line Item tab.
h ulik e this
r t h ik o us
8. Click Edit (the pencil icon) to the right of the Packaged Item ID of CRACKERS.
a se t
Note the Packaged Item ID and Item ID fields. One of these fields must be specified. If
( k
tt cen
you specify an item ID, an auto assign rule should be configured to automatically set
u
t h m
the packaged item ID.
i l e li
l i k an erab
Note the Total Package Count. Specify the packaged item you want to ship and the
H u nsf
number of those packaged items. Depending on how you defined your packaged item,
rt h ik n-tra
you can override the values for packaging unit and transport handling unit.
no
Note the Source Location ID and Destination Location ID fields. Each line item within
Ka the order base can have its own set of source and destination locations.
Note the Shippable check box. When this check box is marked, OTM releases the full
amount in this line item.
Note the Net Weight and Net Volume fields. Any values you enter here override the
weights and volumes defined on the packaged item.
Note the Early Pickup Date and Late Delivery Date. When creating orders in OTM, it is
important to add early and late pickup/delivery times for OTM to calculate your transit
time.
Note the Released Weight, Released Volume, Released Count, and Quantity
Remaining fields. OTM displays how much of your order base line item has already
been released. You can see the same information, just below, in the Release
Instruction section.
9. Click Edit (the pencil icon) to the right of the existing release instruction.
Note the Release Instruction drop-down list. You can release by item count, weight, or
volume.
onik
h
Updating Pickup and Delivery Dates h
r t the Order
t o usReleases
To complete the guided demonstrations
t t (kalla three
n
laterein this scenario, you need to set the Early Pickup
sMULTISTOP order releases to current dates. To do
Dates and Late Delivery Dates u
im le li
on
c e
t h
this, complete the following:
n rab > Order Release > Order Release.
17. Click OrderaManagement
l i k fe ID of MULTISTOP.
uan OrdernsBase
18. EnterH
rt h
19. ikClick Search
n - tra at the bottom of the page.
K no the check boxes for all three order releases: MULTISTOP1-001, MULTISTOP2-001
a 20. Select
and MULTISTOP3-001.
21. Click Edit at the top of the page.
22. On Order Release ID MULTISTOP1-001, enter an Early Pickup Date of today and a Late
Delivery Date of three months from today.
23. Click Next at the top of the page.
24. On Order Release ID MULTISTOP2-001, enter an Early Pickup Date of today and a Late
Delivery Date of three months from today.
25. Click Next at the top of the page.
26. On Order Release ID MULTISTOP3-001, enter an Early Pickup Date of today and a Late
Delivery Date of three months from today.
27. Click Finished at the top of the page to save the changes.
To work with order bases defined with ship units, you can use Order Management >
Purchase Order > Order Base Ship Unit.
2. Enter an Order Base ID of MULTISTOP1.
3. Click Search at the bottom of the page.
OTM displays the Order Lines results page.
4. Mark the check box next to the ID.
5. Click Actions at the top of the page.
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Note the actions Release Remaining Order Amount and Release Total Order Amount.
om
These actions quickly release all unreleased line item quantities or all line items in the order
base. c
le e
6. Click Order Management > Change Order > Release Lines. a c
@ or Guid
You can manually release all or part of your order base lines. In this example, all originally
ordered crackers have already been released. t
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7. Close the Order Base Line page. i m
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correct fields.
u nsf
19. Select a Transport Handling Unit of 4X4 PALLET.
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20. Click Save at the bottom of the page.
t
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21. Click Constraints at the bottom of the page.
OTM displays the Constraints tab.
22. Click Order Base Links at the bottom of the page.
OTM displays the Order Base Links tab.
23. Click Involved Parties at the bottom of the page.
OTM displays the Involved Parties tab.
24. Enter an Involved Party Contact of PHOENIX DC PLANNER (previously created).
25. Select the Communication Method of BY CONTACT.
26. Select the Involved Party Qualifier ID of LOGISTICS.
27. Click Save to the far right of the Involved Party Contact field.
28. Click Finished at the top of the page.
OTM displays the confirmation page.
H u nsf
OTM displays the Involved Parties tab.
rt h
51. ik n-tra
Enter an Involved Party Contact of PHOENIX DC PLANNER (previously created).
Ka 52. no Select the Communication Method of BY CONTACT.
53. Select the Involved Party Qualifier ID of LOGISTICS.
54. Click Save to the far right of the Involved Party Contact field.
55. Click Finished at the top of the page.
OTM displays the confirmation page.
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allows you to view informational attributes about the bulk plan results such as:
Start and end time of the bulk planning process
Number of orders selected for bulk planning
Number of orders that were planned onto shipments
Number of orders that were unassigned and re-planned for better shipping
opportunities
Number of order movements created, planned and failed.
Number of shipments created
s a
Number of orders that failed to plan ) ha
Totals for costs, weight, volume, and distance.
c om
22. Click the Metrics tab.
a c le e
The Metrics tab has several sections:
@ or Guid
t
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The Bulk Plan Level Metrics section summarizes metrics derived from the total bulk
plan. i m
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a n
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The Mode Metrics section displays summary statistics for shipments based on
transportation mode. Each mode appears on a separate row with summary values.
r t h ik o us
The Service Provider Metrics section displays summary statistics for shipments
( k a se t
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based on service provider. Each service provider appears on a separate row with
u
summary values.
t h i m l e li
an erab
23. Click the Performance tab.
l i
u nsfk
The Performance tab contains bulk plan level metrics and milestone metrics.
H
ik n-tra
For more details on the expanded Bulk Plan Manager, see the OTM 5.5 CU4: OTM
rt h
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Bulk Plan Functional Overview Transfer of Information (TOI) session.
Ka 24. Close the Bulk Plan Manager page.
Mapping Shipments
25. Click Shipment Management > Shipment Management > Buy Shipments.
26. Click the Order Release tab.
27. Enter an Order Release ID of MULTISTOP.
28. Click Search at the bottom of the page.
OTM displays the Buy Shipments results page.
29. Mark the check box in the header to select the both shipments.
30. Click Actions > Shipment Management > Map > Map Shipments.
OTM displays the map with your shipments on it.
31. Click the plus sign (+) button in the left-hand corner to zoom in.
OTM displays the map with all of your shipments.
Note how your multi-stop shipment is one shipment with many stops and not an
individual shipment between each location.
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t h ra
ik nTL-tShipment ID
a r n o
K Transport Mode ID TL
Total Actual Cost
(expand the More
section)
Total Weighted Cost
Service Provider ID
TL Shipment ID nnnnn
Transport Mode ID TL
Total Actual Cost 705.00 USD
Total Weighted Cost 455.00 USD
Service Provider ID BTT9
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Field Enter Your Results
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LTL Shipment ID nnnnn
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Transport Mode ID LTL a c le e
@ or Guid
Total Actual Cost 122.19 USD t
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Service Provider ID LON9 i m
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16. Close the Buy Shipment view page.
Ka no
17. Close the Resequence Stops page.
Phoenix DC
General Store General Store
s a
In this practice, you have been notified that the Los Angeles store has dipped into their
) ha
c om
safety stock of chocolate cookies, and they need their delivery as soon as possible to
1. @
Click Shipment Management > Shipment Management > Buy Shipments.or Guid
t
ut dent
i m
OTM displays the Shipment tab of the buy shipment search page.
th Stu
2. Click the Transport tab.
a n
OTM displays the Transport tab.
h ulik e this
3. Enter a Mode of TL.
r t h ik o us
4. Click the Advanced tab.
( k a se t
u tt cen
OTM displays the Advanced tab.
5. t h i m l e li
Enter an Itinerary ID of AZ-CA MULTISTOP.
6. i k an erab
Click Search at the bottom of the page.
l
H u nsf
OTM displays the Buy Shipments results page.
rt
7.h ik n-tra
Mark the check box next to the shipment.
Ka 8. no
Click View at the top of the page.
OTM displays the Buy Shipment view page.
9. Scroll to the bottom of the page to view the shipment stops.
Question Enter Your Answers
How many stops are on
this shipment?
What location is
currently stop 3?
10. Click Actions > Shipment Management > Change Shipment Stops > Resequence
Stops.
OTM displays the Resequence Stops page in a new window.
11. Click the option button next to Stop Number 3, LOS ANGELES STORE.
12. Click Move Up.
Phoenix DC
General Store General Store
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
example, SERVPROV.CORE102-BTT9.)
2. Click Online Booking/Tendering.
OTM displays the tender response search page.
3. Click Search at the bottom of the page.
OTM displays the Online Booking/Tendering results page.
4. Click the ID.
OTM displays the Online Booking/Tendering page.
s a
) ha
5. Write down the following information.
Field Enter Your Results
c om
Tender Offer Status
a c le e
@ or Guid
Respond By
t
ut dent
Tender Acceptance i m
th Stu
Status
a n
h ulik e this
6. Click Decline at the bottom of thetpage.
r h ik o us
( k aShipment e t
OTM displays the Decline This
u ttCode cofeCPU s page.
n or any other code you prefer.
7. Enter a Decline Reason
m
i bottom
hthe l i
8. Click Finished
a n t
at
a b le of the page.
uoflikservice
OTM automatically f r
ere-tenders the shipment to another service provider after your first
H
choice
an s provider declined.
t h i kLog out -oftrOTM.
Kar non
9.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
Viewing the Status of Shipments
7. Click Shipment Management > Shipment Management > Buy Shipments.
c om
OTM displays the buy shipment search page.
a c le e
8. Click the Order Base tab.
@ or Guid
OTM displays the Order Base tab. t
ut dent
9. Enter an Order Base ID of MULTI. i m
th Stu
10. Click l (list) next to Order Base ID. a n
OTM displays the Order Bases results page.
h ulik e this
t h ik o us
11. Mark the check boxes next to the three order bases you just created.
r
( k a se t
12. Click Finish at the top of the page.
u tt cen
t h i m l e li
OTM returns to the Order Base tab.
l i k an erab
13. In the drop-down list to the right of Order Base ID, select a Conditional Operator of One Of.
u nsf
14. Click Search at the bottom of the page.
H
rt h ik n-tra
OTM displays the Buy Shipments results page.
Ka no
15. Click the ID of the shipment with a mode of TL (this is the shipment that BTT9 declined).
OTM displays the Identification tab.
16. Click Status on the right side of the page near the top.
OTM displays the Statuses page.
Note the status type of SECURE RESOURCES.
The Status Value should still be SECURE RESOURCES_TENDERED since OTM
automatically re-tendered the shipment to another service provider when the tender
was declined.
17. Close the Statuses page.
18. Note the following:
Field Enter Your Results
Shipment ID
Service Provider
(Identification tab)
Reference Number
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
Shipment ID Nnnnn
Service Provider ATL9
Reference Number ATL9-nnnnnn
(Qualifier=BM)
Total Actual Cost 650.00 USD
(Financials tab)
Planned Cost 705.00 USD
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
You noted the indicator color is set to green and viewed the shipment status of SECURE
RESOURCES_ACCEPTED.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
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l i k an erab
H u nsf
rt h ik n-tra
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
Querying for Public Locations
om
Next, lets look for some information on locations located in the PUBLIC domain.
1. Click on Shipment Management > Location Manager. c
le e
a c
OTM displays the location search page.
@ or Guid
2. Enter a Location Name of BREMERHAVEN. t
ut dent
3. Select the conditional operator of Contains. i m
th Stu
4. Enter a Domain Name of PUBLIC. a n
5. Click Search at the bottom of the page.
h ulik e this
t
OTM displays the Locations results page.
r h ik o us
( k a se t
You will be using the DEBRV location. If you are unable to find this location, please notify
your trainer. u tt cen
t h i m l e li
l i k an erab
Querying for Public Locations
t h ikLocation
n - ra
tName HOUSTON
a r n o
K Conditional Operator Contains
Domain Name PUBLIC
OTM displays the results page.
You will be using the USHOU location. If you are unable to find this location, please notify
your trainer.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
Ka no
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
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l i k an erab
H u nsf
rt h ik n-tra
Ka no
Lesson 39: Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 245
Practice 1 - Viewing Equipment Groups and Equipment Group Profiles
for Ocean
Verifying Equipment Group and Equipment Group Profile
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
(Hint: Go to Shipment
Management > Equipment
Management > Equipment
Group.)
s a
What equipment groups are
) ha
part of the Equipment Group
c om
Profile 40 OCEAN
a c le e
COMPATIBLE?
@ or Guid
(Hint: Go to Shipment t
ut dent
Management > Equipment i m
th Stu
a n
ulik e this
Management > Equipment
Group Profile.)
h
ik o us
r t
a se th
(
tt cenk
i m u li
t h l e
l i k an erab
H u nsf
rt h ik n-tra
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Practice 1 - Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 246
Solution Viewing Equipment Groups and Equipment Group Profiles
for Ocean
Verifying Equipment Group and Equipment Group Profile
You successfully verified the following equipment:
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
Solution Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 247
Lesson 40: Viewing Service Providers and Rate Offerings for
Truckload Leg One
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
u tt cen
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H u nsf
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Lesson 40: Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 248
Practice 1 - Viewing Service Providers and Rate Offerings for
Truckload Leg One
Verifying Service Provider and Rates
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
Practice 1 - Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 249
Solution Viewing Service Providers and Rate Offerings for
Truckload Leg One
Verifying Service Provider and Rates
Question Enter Your Answers
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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Solution Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 250
Lesson 41: Creating Rate Offerings and Rate Records for Vessel
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
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l i k an erab
H u nsf
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Lesson 41: Creating Rate Offerings and Rate Records for Vessel
Chapter 1 - Page 251
Guided Demonstration 1 - Viewing Rate Offering and Rate Records for
Vessel
Viewing a Vessel Rate Offering
Vessel rate offerings and rate records are set up similarly to other modes.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
One difference on the rate offering is the rate service or how transit time is calculated. Vessel
rates use voyage schedules that you define in OTM.
1. Click Contract and Rate Management > Contract Management > Rate Offering.
2. Enter a Rate Offering ID of ACLU VESSEL.
3. Click Search at the bottom of the page.
OTM displays the Rate Offering results page.
4. Click the ID.
The following information was entered when the rate offering was created:
s a
Note the Offering Type of VESSEL
) ha
Note the Transport Mode of VESSEL-CO
c om
5. Click v (view) next to the Rate Service ID.
a c le e
or Guid
Note the Rate Service Type. In the rate service, you refer to a rate service type which
@
t
ut dent
in this example is VOYAGESCHEDULE. Your voyage schedules also refer to this rate
i m
service type linking your voyage schedules to your rate service.
th Stu
a n
ulik e this
Note the Voyage Service Type ID. In the rate service, you also define the associated
voyage service type which in this example is TAS-2. This voyage service type links to
h
ik o us
the voyage schedule in the Voyage Manager.
r t
a se th
6. Close the Rate Service page.
(
tt cenk
i m u
7. Click Operational Planning > Schedule Management > Voyage.
li
t h l e
8. Enter a Voyage Service Type ID of TAS-2.
i k an erab
9. Click Search at the bottom of the page.
l
H u nsf
OTM displays the Voyages results page.
rt h ik n-tra
Note the Voyage Service Type ID which links this schedule to any rate service that also
Ka no
uses this voyage service type ID.
10. Click on any of the IDs.
Note the Vessel ID. You can associate a specific vessel to this voyage, for example,
vessel ID of SS FREIGHTER.
The voyage defines the origin(s) and destination(s) for the TAS-2 service type. In this
example, the location of DEBRV (Bremerhaven) has an activity of Depart which makes
it the origin. The location of USHOU (Houston) has an activity of Arrive which makes it
the destination.
Note the Activity Date for each location. The activity date specifies when the vessel will
arrive or depart at the location that you specified. OTM evaluates this date during
shipment planning to determine whether a voyage schedule can be used to build a
shipment. When a shipment is created, the activity date determines the shipment stop
dates/times.
You can define cutoff and recovery times (load and unload times) for the ocean move
in Shipment Management > Power Data > Location > Cutoff Recovery Times.
Deliveries need to be brought to the origin port a certain amount of time prior to a
voyage. This is known as cutoff time.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel
Chapter 1 - Page 252
If the delivery does not arrive at the port before the cutoff time, it cannot be
accepted on the ship.
There is a certain amount of time that the delivery must wait at the destination
before it is ready. This is known as the recovery time.
One way vessel carriers quote their rates is per container. No matter how the rates are quoted,
they are defined on the rate record.
11. Click Contract and Rate Management > Contract Management > Rate Record.
12. Enter a Rate Record ID of ACLU DEU-USA.
13. Click Search at the bottom of the page.
OTM displays the Rate Records results page.
14. Click the ID.
15. Click the Rate Costs tab. s a
16. Click Edit (pencil icon) to the right of the Description field. ) ha
c om
This example shows a rate cost based on shipment total pieces of equipment as the
basis with a unit of 1.
a c le e
or Guid
So the actual rate cost is 545.00 USD per shipment total pieces of equipment of 1.
@
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel
Chapter 1 - Page 253
Practice 1 - Creating a Rate Offering for Vessel
Verifying the Service Provider
The service provider Atlantic Commerce Line Unlimited is public data. Query on the public
service provider ACLU.
1. Click Contract and Rate Management > Service Provider Manager.
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
r t h ik o us
9. Click n (new) next to the Rate Service ID.
( k a se t
OTM displays the Rate Service Header tab.
u tt cen
10. Enter a Rate Service ID of VOYAGE SERVICE.
t h i m l e li
11. Select a Rate Service Type of VOYAGESCHEDULE.
i k an erab
12. Click Details at the bottom of the page.
l
H u nsf
OTM displays the Rate Service Details tab.
rt h ik n-tra
13. Enter a Voyage Service Type ID of TAS-2.
Ka no
14. Click Save to the right of the Voyage Service Type ID field.
15. Click Finished at the top of the page.
OTM returns to the Rate Header tab.
16. Select a Transport Mode of VESSEL-CO.
17. Select a Perspective of Buy.
18. Enter a Version of UNTIL 2018.
19. Click Attributes at the bottom of the page.
OTM displays the Attributes tab.
20. Click Finished at the top of the page.
OTM displays the confirmation page.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
h
11. Make sure that a Cost Type of Charge is selected.
ik o us
t h
Charge should be the default cost type.
r
a se t
( k
12. Enter an Amount of 545.00 USD.
tt cen
m u li
13. From the Basis drop-down list, select Shipment Total Pieces of Equipment.
i
t h l e
l i k an erab
14. Enter a Unit of 1.
u nsf
15. Click Save at the bottom of the page.
H
rt h ik n-tra
OTM returns to the Rate Costs tab.
Ka no
16. Click Finished at the top of the page.
OTM displays the confirmation page.
17. Close the confirmation page.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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Viewing on a Location
First, lets look at requesting accessorials and special services on a location.
1. Click Shipment Management > Location Manager.
2. Enter a Location ID of PHOENIX DC.
3. Click Search at the bottom of the page.
OTM displays the Locations results page.
4. Click the ID.
s a
) ha
5. Click the Roles tab.
At the bottom of the Roles tab, you can define accessorials and/or special services.
c om
Viewing on an Order Base a c le e
@
Next, lets look at requesting accessorials and special services on an order or base.
G uid
t
ut dent
6. Click Order Management > Purchase Order > Order Base.
i m
th Stu
7. Enter an Order Base ID of MULTISTOP1.
a n
8. Click Search at the bottom of the page.
h u lik this
OTM displays the Order Bases results i k
page.
u s e
9. Click the ID.
h
art se to
( k
tt tab. cen
10. Click the Other Attributes
At the bottom ofh m u li tab, you can define accessorials and/or special
i OtherleAttributes
services. an
t the
ab
l i k
u an Order f e r
Hon a n s Release
i k
Viewing
th letsonlook r
-t at requesting accessorials and special services on an order release.
a rNext, n
K 11. Click Order Management > Order Release > Order Release.
12. Enter an Order Release ID of MULTISTOP1.
13. Click Search at the bottom of the page.
OTM displays the Order Releases results page.
14. Click the ID.
15. Click the Other Attributes tab.
At the bottom of the Other Attributes tab, you can define accessorials and/or special
services.
You can specify a special service group, duration, and source/destination location.
These fields are reviewed in more detail in Guided Demonstration 3: Defining Special
Services.
Viewing on an Item
Finally, lets look at requesting accessorials and special services on an item.
16. Click Order Management > Material Management > Item.
On the Accessorials tab, you can define accessorials and/or special services.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
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r t h ik o us
( k a se t
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l i k an erab
H u nsf
rt h ik n-tra
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r t h ik o us
accessorial charge to a customer without adding an additional fee.
a se t
Note the Always Apply check box. If you mark the Always Apply check box, OTM
( k
tt cen
always applies the accessorial code without you having to request the accessorial code
u
t h m l e li
on an item, order base, order release, or location.
i
l i k an erab
Note the VAT Exempt check box. Mark the VAT Exempt check box if the accessorial is
H u nsf
tax exempt.
rt h ik n-tra
8. Click Finished at the top of the page.
a no
9. Close the confirmation page.
K
Viewing the Accessorial Cost
Next, you define the cost associated with the terminal handling charge accessorial. There are
several constraints you can assign to the accessorial cost including effective dates and
calendars. The terminal handling charge in this example is 120.00 USD per piece of equipment.
10. Click the Accessorial Cost ID of TH.
OTM displays the Accessorial Cost view page.
11. Click Edit at the top of the page.
The Accessorial Cost page is very similar to the Rate Cost page. In this example, the
following information is entered in the Accessorial Cost page:
Accessorial Cost ID of TH.
Cost Type of Charge is specified.
Amount of 120.00 USD.
Basis of Shipment Total Pieces of Equipment.
Unit of 1.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
Ka no
1. Click Contract and Rate Management > Contract Management > Rate Record.
2. Enter a Rate Record ID of ACLU.
3. Click Search at the bottom of the page.
OTM displays the Rate Records results page.
4. Click the ID of ACLU DEU-USA.
5. Click the Special Services tab.
If there is a cost associated with your special service, you define an accessorial code and
an accessorial cost for that special service.
s a
6. Click New Special Service.
) ha
OTM displays the Rate Record / Special Service Edit page.
c om
7. Click n (new) next to Special Service.
a c le e
OTM displays the Special Service page in a new window.
@ or Guid
t
ut dent
Note the Special Service ID. If the service provider offers this special service as part of
i m
th Stu
the base charge, you only need a special service ID.
a n
ulik e this
Note the Special Service Desc. If you record a special service description, it appears
h
as the shipment cost type on the Financials tab of the Shipment Manager when this
ik o us
r t
a se th
special service is applied to a shipment.
k
Note the Arbitrary check box. Select the Arbitrary check box to indicate that the special
(
tt cen
i m u
service is for tracking an ocean arbitrary.
li
t h e
The Special Service page contains many fields used with Oracle Fleet Management. This
l
l i k an erab
OTM 6.3 Core Competence class does not include details on the Oracle Fleet Management
u nsf
module. Please refer to the see the Oracle Transportation Management 6.0 Transfer of
H
rt h ik n-tra
Information Functional Overview - Special Services and Remarks .and the OTM online help
no
for details about these sections of the page.
Ka 8. Close the Special Service page.
11. Click n (new) next to Accessorial Cost ID. h
ik o us
t h
OTM displays the Accessorial Cost page.
r
a se t
( k
12. Enter an Accessorial Cost ID of TH.
tt cen
m u li
13. Make sure a Cost Type of Charge is selected.
i
t h l e
l i k an erab
14. Enter an Amount of 120.00 USD.
u nsf
15. From the Basis drop-down list, select Shipment Total Pieces of Equipment.
H
rt h ik n-tra
16. Enter a Unit of 1.
Ka no
17. Click Finished at the top of the Accessorial Cost page.
OTM returns to the Accessorials tab and adds the new accessorial to the Accessorial Cost
ID field.
18. Click Save to the right of the Accessorial Cost ID field.
OTM displays a message regarding sharing accessorial costs across rates.
19. Click OK.
20. Click Finished at the top of the page.
OTM displays the confirmation page.
s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
t h i m l e li
l i k an erab
H u nsf
rt h ik n-tra
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s a
) ha
c om
a c le e
@ or Guid
t
ut dent
i m
th Stu
a n
h ulik e this
r t h ik o us
( k a se t
u tt cen
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l i k an erab
H u nsf
rt h ik n-tra
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Lesson 43: Viewing Rate Offerings and Rate Records for the Final Truckload Leg
Chapter 1 - Page 266
Practice 1 - Viewing Service Providers and Rate Offerings for the Final
Truckload Leg
Verifying Service Provider and Rates
Practice 1 - Viewing Service Providers and Rate Offerings for the Final Truckload Leg
Chapter 1 - Page 267
Solution Viewing Service Providers and Rate Offerings for the Final
Truckload Leg
Verifying Service Provider and Rates
Question Enter Your Answers
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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Solution Viewing Service Providers and Rate Offerings for the Final Truckload Leg
Chapter 1 - Page 268
Lesson 44: Querying for Truckload and Vessel Rates
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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Rate Offering ID
Rate Record
Mode
Cost
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return
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Field Enter Your Results
Rate Offering ID
Rate Record
Mode
Cost
i k H RateraOffering
n ID COY9 TL
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Kar nonRate Record ID COY9 HOU-SAC
Mode TL
Cost 986.00 USD
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destination locations based on data you entered previously in the Parameters tab. For
example, on the Parameters tab, you entered a source geo hierarchy of COUNTRY. On the
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Land Definition tab, OTM requires you to enter a source geography country code ID.
6. Click the List Legs tab. i m
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details. h ulik e this
For direct and multi-stop shipments, you enter one leg defining equipment and mode
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For multi-leg shipments, you define each leg of the shipment with associated
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information such as equipment, assignment type, sequence, and priority.
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7. Click edit (the pencil icon) to the right of the leg with a Sequence Number of 1.
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Note that this is the first leg; therefore, the Sequence Number is 1.
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Note the Equipment Assignment Type of Optimize Equipment.
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Note the Location Role of PORT.
Ka noNote the Location ID of DEBRV. In this example, the first leg ends at the port of
DEBRV.
Note the Mode Profile ID of TL.
Note the Equipment Group Profile ID is 40 OCEAN CONTAINER.
8. Click Save at the bottom of the page.
9. Click edit (the pencil icon) to the right of the leg with a Sequence Number of 2.
Note the Sequence Number is 2 because this is the second leg.
Note the Primary check box is marked. OTM applies order release constraints to
primary legs.
Note the Equipment Assignment Type of Re-use Equipment.
Note the Location Role of PORT.
Note the Location ID of USHOU. In this example, the second leg ends at the port of
USHOU.
Note the Mode Profile ID. The mode for this leg is Vessel CO which stands for vessel
container.
Note the Location Role and Location ID are blank. On the final leg, you do not need to
define a location role or location ID since this is specified as the destination location on
the Lane Definition tab.
Note the Mode Profile ID. The mode for this leg is TL.
Note the Equipment Group Profile ID is 40 OCEAN CONTAINER.
12. Click Save at the bottom of the page.
After entering all leg information, the List Legs tab displays the leg ID, leg name,
sequence number, destination location, service provider profile ID, and mode profile ID.
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Note the Leg ID which is a unique identifier generated by OTM.
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Note the Service Provider Profile ID. You can enter a service provider profile ID to
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force OTM to use certain service provider(s) on the leg.
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15. Select the Location Role of PORT.
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16. Enter a Location ID of DEBRV.
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17. Select the Mode Profile ID of TL.
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18. Enter an Equipment Group Profile ID of 40 OCEAN COMPATIBLE (already created).
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19. Click Save at the bottom of the page.
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OTM returns to the List Legs tab and the first leg has been added to the page.
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20. Click New Leg.
OTM displays the Leg page.
21. Enter a Sequence Number of 2.
22. Mark the Primary check box.
23. Select the Equipment Assignment Type of Re-use Equipment.
24. Select the Location Role of PORT.
25. Enter a Location ID of USHOU.
26. Select the Mode Profile ID of VESSEL-CO.
27. Enter an Equipment Group Profile ID of 40 OCEAN COMPATIBLE (already created).
28. Click Save at the bottom of the page.
OTM returns to the List Legs tab and the second leg has been added to the page.
29. Click New Leg.
OTM displays the Leg page.
30. Enter a Sequence Number of 3.
31. Select the Equipment Assignment Type of Re-use Equipment.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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6. Click the Definition tab.
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This rule assigns the SAC_PLANNER as the LOGISTICS involved party when the
destination is SACRAMENTO.
Involved Party of SAC PLANNER
Communication Method of BY CONTACT
Involved Party Qualifier of LOGISTICS
Destination Location of SACRAMENTO
1. Click Business Process Automation > Agents and Milestones > Auto Assignment
Rule.
OTM displays the Auto Assignment Rule search tab.
2. Click New at the bottom of the page.
OTM displays the Header tab.
3. Enter an Auto Assign Rule ID of SAC INV PTY.
4. Select the Auto Assign Type ID of ORDER_RELEASE_INVOLVED_PARTY.
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5. Click Criteria at the bottom of the page.
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OTM displays the Criteria tab.
6. Select the Auto Assign Criteria ID of ORDER_DESTINATION. c
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7. Click Save to the right of the Auto Assign Criteria ID field.
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8. Click Definition at the bottom of the page. t
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OTM displays the Definition tab. i m
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9. Enter a Seq of 1.
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10. Enter an Involved Party of SAC PLANNER.
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11. Select a Communication Method of BY CONTACT.
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12. Select an Involved Party Qualifier of LOGISTICS.
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13. Enter a Destination Location of SACRAMENTO.
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14. Click Save to the right of the Destination Location field.
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15. Click Save to the right of the Involved Party Qualifier drop-down list.
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16. Click Finished at the top of the page.
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OTM displays the confirmation page.
K 17. Answer the following:
Question Enter Your Answers
What will happen when an
order release is created with
the destination of
SACRAMENTO?
What will happen when an OTM assigns SAC PLANNER as the logistics involved
order release is created with party to the order release.
the destination of
SACRAMENTO?
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At the conclusion of the exercise you will review the Business Monitor again to see which
queries have changed.
Saved Query Name Enter Your Results
ORDER BASE-NO RELEASES
ORDER RELEASE-NEW
SHIPMENT-NEW
SHIPMENT-DELAYED
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3. Close the Business Monitor page.
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Creating an Order Release
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4. Click Order Management > Order Release > Order Release. t
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OTM displays the Order Release search tab. i m
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5. Click New at the bottom of the page.
OTM displays the Order Release tab. hu
lik this
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6. Enter an Order Release ID of POL-CA. h
art sedate.
to
7. Enter an Early Pickup Date(k
u tt cen date plus 3 months.
of todays
Date oflitodays
8. Enter a Late Delivery
t i m
hConfiguration
le of ONE_TO_ONE.
9. Select an Order
a n a b
10. Enteru ik sLocation
alSource f er of WARSAW PLANT.
11. ik H r an Location of SACRAMENTO.
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Enter a Destination
r nonthe Reference Number Qualifier of PO.
Ka 12. Select
13. Enter a Reference Number of 093382.
14. Click Save to the right of the Reference Number field.
15. Click Ship Unit at the bottom of the page.
OTM displays the Line Item tab.
16. Click New Line Item near the middle of the page.
OTM displays the Line Item details page.
17. Enter a Packaged Item ID of SOCKS.
18. Enter a Weight of 4500 KG.
19. Click Save at the bottom of the page.
OTM returns to the Line Item tab with your new entry of SOCKS now in the section.
20. Click New Line Item in the middle of the page.
OTM displays the Line Item details page.
21. Enter a Packaged Item ID of T SHIRTS.
22. Enter a Weight of 3000 KG.
ORDER BASE-NO RELEASES 1 (All of these values can vary if student has
deviated from the exercises in any way.)
Note: This is an order base in the
SHAREDCORE domain that will be used for a
demonstration later in the class.
ORDER RELEASE-NEW 0
SHIPMENT-NEW 0
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Creating an Order Release
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Question Enter Your t
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What involved party is on the SAC PLANNER n t
order release?
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How was this involved party i k
Auto hAssignment
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assigned, since you did not art h to
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assign it when entering the e
order? u
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H u nField s f Enter Your Results
i k r a
t Name
Karth Saved
n o n -Query ORDER_RELEASE-NEW
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Before you can audit any records, you must add at least one contact (per domain) using the
Communication Manager. The contact must be assigned the audit (AUD) communication
method. Then you can assign the contact to the specific OTM events you want to audit.
By default, any user in that domain that is assigned to the DEFAULT level can perform an audit.
The OTM Administrator can restrict audit access using the security services options.
All audit records are stored in the domain where the contact that has auditing privileges resides.
If your OTM installation has multiple domains or sub-domains, you can configure the audit
contact to store audit records in a specific domain so that you can audit other domains.
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Note: You must have the property glog.audit.beforeafter set to on to be able to see changes to
each database column. This is turned on for the training server.
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1. Click Business Process Automation > Audit Trail Management > Audit Control.
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2. Click Search at the bottom of the page. t
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3. Click the ID. i m
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OTM displays the Audit Control page for your domain.
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Here you turn auditing on in general and for specific business objects.
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Select a Data Query Type to specify which business object you want to audit. In this
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example, ORDER RELEASE is selected.
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Creating an Audit tContact
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e r abAutomation > Communication Manager > Contacts.
4. Click Business
Hua Contact n f
sID of PLANNER.
5. k
i Enter
r a
-t at the bottom of the page.
Kar6.th Click
n o n
Search
7. Click the ID.
8. Click the Notification tab.
At the bottom of the page, note the Subject of ORDER MODIFIED. The audit trail will
be recorded whenever an order is modified.
In the Com Method ID field, note the entry of AUD for auditing.
Note the domain in the Domain Name field that determines where you want to store
audit records. This allows users in another domain to perform an audit on the records
from your current domain.
In this example, you want to audit orders releases when there is a modification.
l i k an erab
22. Click Actions > Order Management > View > Audit Trail.
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OTM displays the Audit Trail search tab.
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Here you can limit your audit to a certain time window, a certain user, or certain action.
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23. Click Search at the bottom of the page.
24. Click any ID.
OTM displays the Audit Trail Entry page.
Here you can see the data that was changed, the user who changed the data, and the
time it was changed.
OTM can only populate the Reason section if you have configured OTM to require
users to enter a reason when changing data.
25. Close the Audit Trail Entry page.
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19. On the Buy Shipment results page, click Actions > Shipment Management > View > Plot
Related Shipments.
OTM displays the plot with all of your shipments.
20. Click Summaries > Cost by Service Provider.
21. How much does the Coyote Carrier (COY9) shipment cost?
Field Enter Your Results
Shipment Cost
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22. Close the Service Provider Facts page. c om
23. Close the Summaries menu. a c le e
24. Close the Related Shipment Plot page. @ or Guid
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Creating Shipments
Shipment ID Mode Service Provider
Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
nnnnn TL BIS9
nnnnn VESSEL-CO ACLU
nnnnn TL COY9
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ACTIONS). ( k a se t
created from an order release (SYSTEM-ITINERARY) or from a shipment (SYSTEM-
u tt cen
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Note the Order Release ID and Shipment ID fields which display the order release from
t h l e
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which this order movement was created and the shipment associated with this order
l i k
movement.
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ik n-tra
Note the Source and Destination Location ID fields. This specific order movement is
rt h from Warsaw to DEBRV, so it represents the first leg in this multi-stop movement.
Ka no Note the Early Pickup Date and Late Delivery Date which were copied from the order
release.
Note Original Leg Position which is a relative position of the original leg to the primary
leg in the itinerary such that a primary leg's position is 0 and positions for legs to left of
the primary legs (pre-transport) are -1, -2, etc. Positions for legs after the primary leg
are 1, 2, etc. So in our scenario, the second leg of the itinerary, the vessel leg, was
marked as primary, so this first leg has an original leg position of -1.
The Total Weight, Total Volume, and Total Ship Unit Count fields are all calculated
from the ship units on the order movement.
7. Note the Constraints section.
This section gives you the opportunity to create/view/edit additional information about the
order movement, including equipment group information, service provider information,
rating, and transit time.
8. Note the Ship Units grid.
The Ship Unit ID is the shipment ship unit ID and it appears when the order movement is
planned on a shipment.
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the modified settings on the next servlet use. You can create any number of web log
c
files. Each web log will be written to the web tier, and accessible via the System log
le e
c
viewer. If no Web log exists (or web properties suppress its use), web-tier logging
a
reverts to using properties.
@ or Guid
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EXCEPTION Captures any problem that halts execution of an OTM action or
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workflow. This log includes a trace of the error for technical support purposes.
a n
Note You may see other logs which are user logs. A user log is a custom log that
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captures log messages for a specific user. The name of this log varies depending on
h ik o us
what it is named when created. You should see the log Admin which is a custom
r t
log.
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4. Select a Log of SYSTEM. tt cen
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Note the Severities. If you do not select any severities, OTM finds all log entries
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regardless of severity. You can select one or more severities which include:
l i
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Debug Logs debug messages, including their start and complete times. Note: Log
rt h ik n-tra
files that record debug messages may reduce your system performance. When
Ka no running a debug log, carefully select the business processes that it monitors.
Error Logs error messages for failed or otherwise stopped processes.
Explanation Logs explanation messages.
Performance Logs summarized performance information about selected business
processes.
Performance Detail Logs the start and stop times, and other details, of selected
business processes.
Warning Logs warning messages. Warnings occur prior to errors.
Note the IDs. Select one or more IDs of business processes to be logged. Refer to the
OTM online help to see a list of all log IDs.
Note Search For field. To find one or more specific log items, type characters in the
Search For field.
You can search for any log item (for example, a specific order ID, shipment ID, or time
stamp). Numbers, letters, and other characters can be entered.
Note the Ignore Case check box. Mark the Ignore Case check box to control case-
sensitive searches using the Search For field.
check box.
Note the Save to File check box. If you want to save the results as a file, select this
check box.
6. Click View Results at the bottom of the page. The Log Viewer opens.
Note the Time column. This column contains the exact date and time that this
corresponding system log entry was written to the log file. The time is pulled from the
OTM server and may differ from the time on your workstation.
Note the Process column. Each OTM process, such as, tendering, building a shipment,
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etc. is given a process ID by OTM. You can search on or look for a specific process ID
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when troubleshooting.
c om
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Note the Severity column. When troubleshooting an issue, look for a severity of Error.
a c
or Guid
Note the ID column. When troubleshooting an issue, look for an ID of Exception.
@
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The ID column corresponds to the log file options that you can set when configuring a
i m
log file. IDs often used when troubleshooting including:
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Planning a n
RateEngine
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RateService
r t h ik o us
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Note the System Log column. The System Log column contains the actual log file
u
t h i m l e li
message or details of what OTM was doing. For example, an entry in the System Log
column of [INFEASIBLE] - No base cost calculated. [RACGrid2.costShipment()]
k an erab
shows that OTM could not find a base cost for a rate and therefore could not create a
l i
H u nsf
shipment.
r h ik n-tra
7. Scroll down to the bottom of the log page.
t
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8. Click Next.
OTM displays the next page in the log file.
9. Click Previous.
OTM displays the previous page in the log file.
10. Scroll down to the bottom of the log page.
11. Click Return returns to the System Log Entry Selection finder.
12. Close this page.
Note the Ignore Case check box. If needed, mark Ignore Case for your query.
Note the Entries per Page field. If needed, change the number entries per page to
appear in the log. 100 is the default.
15. Click View Results at the bottom of the page.
OTM displays the log file.
Note the Time column that displays when this entry occurred. The time is pulled from
the OTM server and may differ from the time on your workstation.
Note the other columns which include:
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Transmission
Transaction
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Written By
a c le e
Class
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Integration Log i m
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16. Click Return to return to the log selection page.
17. Close the page. h
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a se th
(
tt cenk
i m u li
t h l e
l i k an erab
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When viewing log files, you can navigate between backup files. If you are viewing a particular
backup file (either via a search all backups or an explicit backup view), you can click Next at the
end of the file to move to the next backup file.
r t h ik o us
OrderBundlingDetails, PlanningDetails, RateEngineDebug, and RateEngineDetails.
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The following text adds more detail about each of the callouts in the graphic above:
a c le e
available about that field. Click the I icon to see the information in the bottom-most
frame on the page.
@ or Guid
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D. All primary keys have an asterisk before the row name.
i m
E. The bottom-most frame lists any notes available for the selected table or row.
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6. Close the OTM Data Dictionary page.
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t h l e
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Using the default settings, OTM asks what you want to export.
2. Click the Export Object Type drop-down list to see the options.
You can export:
Export Table Exports one table at a time.
Export Table Set Exports all tables in a table set.
Export Query Results Exports all tables in a SQL query.
3. Select an Export Object Type of Export Table.
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4. Click the Output Destination drop-down list to see the options.
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You can export to:
c om
Browser Exports data to your browser.
a c le e
Remote Instance Exports data to a remote OTM instance.
@ or Guid
t
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File On WebServer Exports data to a file on your OTM server.
i m
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5. Select an Output Destination of Browser.
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Note the Run Job in Background drop-down list. OTM processes your export in the
h
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background and emails you the result when it has finished processing. The values are
h
N for No and Y for Yes. The default is N.
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6. Click Run at the bottom of the page.
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The next page is displayed. The fields on this page vary depending on your selections for
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the above fields. The various versions of this page are not reviewed in this class.
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7. Verify that the Command is xcsv which will export CSV files without any parent or child
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data.
8. Select a Table Name of CORPORATION.
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The tableName drop-down list includes all tables in the OTM database from which you can
export data.
9. Verify that the Exclude Public drop-down list is set to Y for yes.
If set to N, OTM will also export any data found in the PUBLIC domain.
10. Enter a Where Clause of CORPORATION_GID = COREDEMO.BIG TEXAN TRUCKING.
This is a SQL where clause.
11. Click Run.
Note: Due to an issue with Internet Explorer 9, you may see incorrect results on the normal
OTM integration page. To work around this issue, complete step 9 below to see the
expected output.
12. Right-click and select View Source.
13. Select the contents (usually rows 16 through 19) of the output.
14. Right-click and select Copy.
15. Open Notepad.
16. Paste the content into Notepad.
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b
H u ns
In the f
Command select the appropriate transaction code. The values include:
wrapper.path = d:/product/oracle/ora81/bin
This entry will differ depending on the location of the Oracle bin directory.
Xvalidate drop-down list allows you to turn on or off diagnostic messaging.
Y OTM gives you more diagnostics messages. This is the default.
N OTM turns off diagnostics messages.
Encoding is where you indicate the encoding of the file you import.
Common settings are ISO-8859-1 and UTF-8 (default). You especially need to
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consider this when you import data containing characters outside the 7-bit ASCII
set. Also, consider the encoding of your database.
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If your file contains standard ASCII characters, then it can be encoded as ISO-8859-
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1. If it contains non-standard, international characters, then it should be encoded as
UTF-8.
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3. Click Browse to the right of the What XML/CSV file do you want to upload? field.
4. Select the CORPORATION.CSV file that you edited in Practice 2.
5. Click Upload.
6. In the command drop-down list, select i for insert.
7. Leave all of the other fields on this page in their default settings.
8. Click Run at the bottom of the page.
Note: Due to an issue with Internet Explorer 9, you may see incorrect results on the normal
OTM integration page. To work around this issue, complete step 9 below to see the s a
expected output. ) ha
9. Right-click and select View Source.
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You should see a page with HTML text similar to the following.
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Note the ProcessCount which should be 1.
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<?xml version="1.0" encoding="UTF-8" ?>
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- <CSVUtilServletHelper>
- <CSVUtil>
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<DataDir>/opt/oracle123/temp/upload/</DataDir>
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<DataFileName>CORPORATION.CSV</DataFileName>
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<ExcludePublic>true</ExcludePublic>
- <ProcessCSV> im
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<xvalidate>true</xvalidate>
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<DatabaseGlobalName>123456</DatabaseGlobalName>
<TableName>CORPORATION</TableName>
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Ka no <ColumnList>CORPORATION_GID,CORPORATION_XID,CORPORATION_NAME,IS_
DOMAIN_MASTER,IS_SHIPPING_AGENTS_ACTIVE,IS_ALLOW_HOUSE_COLLECT,
MAX_HOUSE_COLLECT_AMT,MAX_HOUSE_COLLECT_CURRENCY_GID,MAX_HOU
SE_COLLECT_AMT_BASE,PICKUP_ROUTING_SEQUENCE_GID,DROPOFF_ROUTIN
G_SEQUENCE_GID,DOMAIN_NAME,INSERT_USER,INSERT_DATE,UPDATE_USER,
UPDATE_DATE</ColumnList>
<sqlString>insert into CORPORATION (
CORPORATION_GID,CORPORATION_XID,CORPORATION_NAME,IS_DOMAIN_MA
STER,IS_SHIPPING_AGENTS_ACTIVE,IS_ALLOW_HOUSE_COLLECT,MAX_HOUSE
_COLLECT_AMT,MAX_HOUSE_COLLECT_CURRENCY_GID,MAX_HOUSE_COLLECT
_AMT_BASE,PICKUP_ROUTING_SEQUENCE_GID,DROPOFF_ROUTING_SEQUENC
E_GID,DOMAIN_NAME,INSERT_USER,INSERT_DATE,UPDATE_USER,UPDATE_DA
TE) values (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)</sqlString>
<ProcessCount>1</ProcessCount>
<ErrorCount>0</ErrorCount>
<SkipCount>0</SkipCount>
</ProcessCSV>
</CSVUtil>
</CSVUtilServletHelper>
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identifier while the stop number determines in what order OTM should use the stops.
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Note the Location ID. This is the location of this stop. Since this is a static trip template,
K OTM disregards any stop times on your location.
Note the Stop Requirement Type of MANDATORY. OTM can delete OPTIONAL stops
from a trip if no order release uses this location. OTM always keeps MANDATORY
stops on a trip even if the stop seems to be unnecessary.
Note the Allow Pickup check box, Max Pickup Weight, and Max Pickup Volume fields.
OTM uses pickup and delivery constraints to limit what order releases you can add to a
trip.
The equipment constraints you enter on the trip template level are independent of the
stop level constraints. For example, OTM uses both Allow Pickup and Allow Delivery
constraints even if you select the Ignore Equipment Capacity check box.
Note the Repetition Schedule Activity ID. For each stop, you must specify both an
ARRIVE and a DEPART time.
Note the Day Adjustment. If you generate a trip for December 1, a day adjustment of 1
means that the trip will arrive December 2.
Note the Hour Adjustment and Minute Adjustment. These define the time of day.
9. Click Save at the bottom of the page.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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template starts. For example, to start each trip at 8:00AM, enter 0D 8H 0M. OTM will add
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the stop times on each stop location to derive stop times.
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9. Click New Stop at the bottom of the page.
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10. Enter a Sequence Number of 1.
K Note the Drive Time From Prev Stop. For each stop in your dynamic trip template, you
must specify the drive time between stops. OTM calculates the trip stop times as:
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specifically for this milk run, so you can refer to it directly from your itinerary leg.
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Note the Equipment Assignment Type. Your trip template specifies what equipment
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In the Compatibility section, note the Equipment Group Profile ID. Your trip template
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specifies what equipment OTM must use. Still, this page requires you to enter
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something in the Equipment Group Profile ID.
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11. Enter a Ground Schedule ID of TRIP STATIC in the Schedules section.
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12. Click Save to the right of the Ground Schedule ID field.
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Note the Ground Schedule ID. You must refer to at least one static or dynamic trip
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template here for OTM to find what trips to put your orders on.
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13. Click Save at the bottom of the page.
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14. Click Finished at the top of the page.
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15. Close the confirmation page.
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Viewing a Rate for Trips
16. Click Contract and Rate Management > Contract Management > Rate Offering.
17. Enter a Rate Offering ID of TT99.
18. Click Search at the bottom of the page.
19. Click the ID.
20. Click the TRIP link in the Rate Service ID field.
Even though this page requires you to specify a rate service on your rate offering, OTM
uses your trip template instead of your rate service to calculate your transit time.
Rate Offering
Rate Service
Trip Template
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Unused Transit Time
information
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21. Close the Rate Service page. t
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Generating Start Time and Generating End Time Each time you run the Generate
Shipments action, you specify the date for your first trip and your last trip. You can specify
the time period as week number and year or as start date plus duration.
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Generating Time Period
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In your generating time period t
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Generating Cutoff Time Generating
End Time n
a t to the end of your
generating time period
Start Time
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r th Period to
Generating Time
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Later than your generating lic period No new trips
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Start Time ra
Generating b Generating
l i f e End Time
Cutoff Time
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-generates
KarOTM n o trips from the cutoff time no matter when you specify to start generating
trips. This ensures that you generate all trips for every week. This is true even if you delete trips
you have generated previously.
If you choose to work with start dates and durations, consider the time of day for your start date.
If the generating time period ends at a time of day that is before the last stop time on your trip
template, OTM does not generate a trip for that day. If you work with week numbers instead, the
time of day is always midnight.
Generating Trips
1. Click Operational Planning > Schedule Management > Ground Schedule.
2. Enter a Ground Schedule ID of TRIP STATIC.
3. Click Search at the bottom of the page.
4. Mark the check box next to the ID.
5. Click Actions > Generate Shipments.
OTM displays the Generate Shipments page.
6. Enter a From Date of next Monday.
7. Enter a To Date of next Friday.
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
10. Click Refresh until you see a time in the Process End Time field.
11. How many shipments were built? There should be 5.
12. Click the link for shipments built.
OTM displays the Shipments Built page.
13. Close the Shipments Built page.
14. Close the Ground Schedule Results page.
15. Click Shipment Management > Shipment Management > Buy Shipments.
16. Click the General tab.
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17. Enter a Ground Schedule ID of TRIP STATIC.
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18. Click Search at the bottom of the page.
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19. Note the first five shipments OTM generated and their estimated start time.
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Shipment ID Start Time
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010### (shipment ID 1)
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YYYY-MM-DD 05:00 AM America/New
th Stu York
010### (shipment ID 2) YYYY-MM-DD 05:00 a n
k thisAM America/New
010### (shipment ID 3) YYYY-MM-DD h uli05:00eAM America/New York
h i k u s
010### (shipment ID 4)
k rt e to 05:00 AM America/New York
aYYYY-MM-DD
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tt YYYY-MM-DDns
010### (shipment ID 5)
m u l i c e 05:00 AM America/New York
n t hi ble
a for theerfirst
liklink a shipment.
20. Click the
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h i Click
- t r an button.
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ar noNote n the OTM Status of RESERVATION_OPEN
K 22. Close the Statuses page.
23. Click the Stops tab.
24. Click the pencil icon next to the first stop to edit it.
Note the Planned Arrival Time and Planned Departure Time. These match what was
entered on the ground schedule.
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16. information:
Location Arrive Time Depart Time
JEWELPOOL 5:00 5:10
CHAIN 6:30 6:35
CLASP 7:00 7:05
AMBER 7:35 7:40
JADE 8:10 8:15
OPAL 9:45 9:50
JEWELPOOL 10:20 10:25
17. Close the Buy Shipment page and bulk planning page.
3. Click Search.
4. Right-click on the ID TRIP1-001 and select Related Buy Shipments.
5. Mark the check box.
6. Click Actions > Operational Planning > Utilities > Release Schedule Instance.
OTM rates your trip, calculates shipment stop times, and removes unused, optional stops.
7. Close the Release Schedule Instance confirmation page.
8. Click the ID of the shipment.
9. Note the shipment ID.
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10. Click the Stops tab.
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OTM removes all stops marked as optional and have no pickup or delivery activity. For
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a static trip template with only mandatory stops like this, there is no difference.
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11. Click the Identification tab, the first tab.
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12. Click the Status button. t
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Note the status values. OTM sets the RESERVATION status to CLOSED.
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13. Close the statuses page.
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