1

2
3
Welcome to the Oracle Transportation Management Transfer of Information
session explaining the enhancements to the Rate Inquiry functionality of the
OTM 6.3.4 release. This functional overview provides a high-level description
of the key features added for rate inquiry.

4
This session will prepare you to:
• Identify the new functionality in this release
• Learn how the new features address business needs
• Determine how to configure the new functionality
• Find additional release information and resources

5
This TOI will cover the following updates to 6.3.4 for Rate Inquiry:
• Itinerary Profile on Rate Inquiry Input screen for Network Rate and Route option
• Secondary Charges can be returned in Rate Inquiry
• Rerate shipments in Rate Inquiry - Start Dates of multi-leg shipment results to validate
the effective dates of selected rates.

6
In this section, we will review the Network Rate Inquiry features.

7
The Itinerary Profile ID field was added to the input screen for the rate inquiry
'Network Rate and Route' option only.
As background, the rate inquiry 'Rate and Route' option is designed to use
itineraries to return shipment costs as if the shipments were built with the
itineraries. The process searches for all active itineraries and returns the
best option for each itinerary.
The Network Rate and Route option searches for active itineraries as well.
However, in the background, it builds a huge network with all active
itineraries regardless if they contain networks or not. This field is intended to
allow you to limit the itineraries that are to be considered. This improves
performance, but is not required.
This page is accessed via Contract and Rate Management > Ask Oracle >
Rate Inquiry. In the Find drop down list, select 'Network Rate and Route'.
Scroll down to the Additional Constraints section.

8
Rate Inquiry is now able to return secondary charges along with transport
shipment charges.
The parameter is part of the Logic Configuration for Rate Inquiry.
This change only applies to the Network Rate and Route option in Rate
Inquiry.

9
Rate inquiry results will show secondary charges when calculated.

10
The logic configuration for rate inquiry has a new parameter 'RIQ UI Create
Secondary Charges' to control the creation of the secondary charge on the
Rate Inquiry results. The default is false so this has to be enabled to see
secondary charges.
There is also a user preference 'RIQ UI Configuration Preference' which you
use to select a configuration (this is by user). User preferences are accessed
via Configuration and Administration > Preferences > User Preferences.
There is an additional user preference for the Rate Inquiry Action which
enables you to select the rate inquiry page for rail and ocean. You'll see the
results of this next.

11
The secondary charge is displayed on the results screen in the expanded
results lines which represent shipments. The secondary charge is displayed
under the “parent” shipment that was the basis for the secondary charge rule
to be triggered. The cost of the secondary charge is included in the total
costs that are displayed on the header line. There is also a column "Type" for
the type of shipment being reported. A value of "SC" means Secondary
Charge.
Mode is also useful to tell that the charge is not a transport charge.

12
The Rate and Route option for rate inquiry was designed to retrieve rates for
multi-leg shipments based on the start time of the order.
Previously, rate inquiry did not take into consideration the start date of the
shipments, just the start date of the first shipment.
The new rerate functionality considers the start date of each shipment.

13
A new parameter has been added to control the rerating after rate inquiry. It
is found in the parameter set in the RIQ Section.
The existing parameter to rerate all shipments after bulk plan in the Bulk
Plan section is not considered in rate inquiry.

14
For this scenario, the rates for the first leg change monthly.

15
For this scenario, the rates for the second leg change monthly.

16
The base scenario was created with a start date that would cause both
shipments to start in August. This shows the initial rates. The date was
changed to validate the September rates and the October rates.
The user interface for Rate Inquiry details is very long so this screen shot is
wrapped into 3 lines. The entire record is being shown since the next slides
only show certain parts of the results for comparison. The fields of interest
here are the start and end dates of the shipments and the rate records used.

17
The rate inquiry start date is now set to 8/29/2014 since the intent of the
scenario is for the second shipment to start in September. With the new
parameter 'Rerate all shipments in RIQ' set to False (the default), the start
date is used for both shipments and the rates that are used are the August
rates. This is an incorrect result but is the default behavior without setting the
new rerate parameter.

18
With the parameter 'Rerate all shipments in RIQ' set to rerate (true), the rate
record for the second leg is now the September record.
Please request a patch for issue 19078387 when the itinerary re-uses
equipment across the legs.

19
And finally, let's review additional resources.

20
Additional resources

21
OTM specific resources including TOIs, Education, and My Oracle Support
information are listed on the next few slides.

22
This slide includes information on accessing Oracle University classes for
OTM.

23
This slide includes My Oracle Support information for OTM training and
documentation.

24
25
26