Professional Documents
Culture Documents
2
Create Campaign Action on Trading Partner Item Filters on Trade Agreement ····················································· 79
Reminder Functionality for Supplier Solicitation ·························································································································· 79
Add to Campaign Action on Item ··························································································································································· 79
Create Campaign Action on Item ···························································································································································· 79
Run Tariff Eligibility Screening Action Against Multiple Objects ······················································································· 80
Perform Eligibility Screening in Item Origin Manager ·············································································································· 80
Remove a Trading Partner Item from Campaign ·························································································································· 81
Remove an Item from Campaign ···························································································································································· 81
Improved Support to Indicate If an Item is Fully Qualified for a Trade Program ····················································· 81
Campaign Workbench ···················································································································································································· 82
Support for Pseudo-Fields on Item Origin Manager ·················································································································· 82
Support for Pseudo-Fields on Campaign Line Grids ················································································································· 82
Tariff Eligibility Screening Via Automation Agent ······················································································································· 83
Mark for Purge Available for Campaign Data ································································································································· 83
Generate Consolidated NAFTA Document Across Campaign Lines ··············································································· 84
Trade Program Profile Power Data ······················································································································································· 84
Capture User and Date for Tariff Eligibility Screening ·············································································································· 84
Download Document Template Action on Campaign Line ··································································································· 85
Customs Management ····························································································································································································· 85
AES Filer Validation Rule ·············································································································································································· 85
Specify Trade Program As Part of Declaration Aggregation Criteria ·············································································· 85
Trade Program Field Added to Trade Transaction Line and Declaration Line ························································· 85
Specify Trade Program As Part of Data Configuration for Declaration Line ····························································· 86
Automatically Assign Trade Program to Transaction Line and Declaration Line ··················································· 86
Look Up Trade Program Action on Trade Transaction and Declaration ······································································ 87
Specify Trade Program As Part of Declaration Grouping Criteria ····················································································· 87
Global Trade Intelligence (GTI) ············································································································································································ 87
New Dashboards Available in Global Trade Intelligence ········································································································· 87
New Order Date Dimensions Available ··············································································································································· 88
3
UPDATE 20A
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Transportation & Global Trade Management Cloud Update 20A. Each section includes a brief description of
the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that
you should keep in mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at otm-
doc_us@oracle.com. Please indicate you are inquiring or providing feedback regarding the Oracle
Transportation & Global Trade Management What’s New in Update 20A.
UPDATE TASKS
This section gives you information to help you plan, deploy, and validate your update. We make frequent
additions to this document, so don’t forget to check back and get the latest information before your update
starts.
Use the following resources to prepare for and validate your Oracle Engagement Cloud update.
Doc ID 2508854.1
Oracle Cloud Applications - Transportation and Global Trade Management Cloud: Quarterly
Updates - Preparation and Testing Recommendations
Doc ID 2095528.1
Oracle Cloud Applications - Transportation and Global Trade Management Cloud: Quarterly
Update Planning
4
Doc ID 2096782.1
Oracle Cloud Applications - Transportation and Global Trade Management Cloud: Quarterly
Update Planning FAQs
Doc ID 2098110.1
Oracle Cloud Applications - Transportation and Global Trade Management Cloud: Update Policy
5
FEATURE SUMMARY
Column Definitions:
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to
enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features
must be assigned to user roles before they can be accessed.
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Transportation and Global Trade Platform
Workbench
Full-View Open Option
REST Services
JSON Patch to Update Top-level Resource Attributes
Add Update Support to Shipment Resource
Bill/Invoice Additional Operations Supported
Asynchronous Support for Tracking Event and
Location Resources
Add Tracking Event as Reference Resource for Power
Unit, Order Base, Equipment and Shipment Ship Unit
6
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Basic Order Release Create and Update
Add Support for Exchange Rate Resources
Query Resources Using Attributes from Child
Resources One Level Down
Technical Features
Optional Features - View and Actions
Optional Feature - Agent Loop Lock Suppression
Optional Feature - CSV Upload Refresh
Optional Feature - Disable Message Credentials
Optional Feature - XML Schema Validation
Optional Feature - XSL Stylesheet Content Validation
Optional Feature - Load Balance Topic Interface
Optional Feature - Optimize Data Query Footprint
Provide the Ability to Create Users for Calling OBIEE
/BIPublisher APIs
Other Enhancements
View Archived Documents
Generate Document Action Enhancement
GTM and OTM Shared Saved Queries for Location,
Contact and Item
View Item ID and Item Name Across Item Tabs
Support for 2020 Incoterms®
Updated the Country Code Data
7
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Oracle Transportation Management (Base)
Order Base Line Allocation
Ahead/Late Visibility Enhancement
Logistics Pipeline
HERE Fleet Telematics API - Weekend Restrictions
Considered for Direct Shipments
PC*MILER Web - Favor and Avoid
PC*MILER Web - Governor Road Speed
Tender Type Element Added to PlannedShipment XML
SMC³ CarrierConnect XL 3.0 - Ability to Discount by
Movement Type
Reference Number Qualifier Check on Tender Accept
in Online Booking/Tendering UI
Select All Added for Adding Line to Order Release
Ship Unit
Documentation Now Available In HTML and PDF
Format
Shipment Manager Enhancement
Transportation Operational Planning
Load Configuration - Item Grouping Criteria
Support Splitting by Shipment Ship Unit Count in
Conopt Merge
HERE and PC*MILER External Distance and Service
Engine Bulk Plan Performance Statistics
8
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Refine Options Displays in Full Screen
Capacity Considered in Network Routing Route Step
Continuous Move Out and Back
Dynamic Clustering to Consider Order Release
Routing Constraints
Planning Data - Export/Import
Oracle Fleet Management
Driver Location Preference Extended to Include Lane
and Region
Freight Payment, Billing, and Claims
Approve Invoice Action Enhanced to Approve Multiple
Invoices
Logistics Network Modeling
Insert, Update and Delete Order Release Using
Scenario Data Change
Ability to Group Orders by Flex Fields in Scenario Bulk
Plan
Export/Import
Additional Data Rules
Modeling Shipment View
Update Order Release Date Java Plugin
Global Trade Management (Base)
Usability Improvements
New Public External Systems for 3rd Party Content
9
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Remove Reference Numbers Via Manager Layout
Additional GTM Objects Added to Workbench
Additional Saved Queries to Support GTM Workbench
Improvements to Escalating of a Party
Item Classification Manager and Workbench Support
Item Origin Manager
Copy or Link Documents to Trade Transaction and
Declaration
Reports Available Within GTM Menus
Product Classification Enhancements
Default Language for Classification Actions on Item
Trigger Approve or Decline Product Classification
Action on Item for a Product Classification Code
View Product Classification Template with Invalid
Codes
View Item Template and Product Classification
Template Used to Populate Item
Binding Ruling Date and Number Support on Item,
Trade Transaction and Declaration
Tariff Rules of Interpretation Power Data
Update Classification Includes Tariff Rules of
Interpretation and Binding Ruling Data
Classify Item Action Includes Tariff Rules of
Interpretation and Binding Ruling Data
10
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Specify Tariff Rules of Interpretation and Binding
Ruling Data on Product Classification Template
Assign Item Classification Action on Item
Support for Pseudo-Fields for Product Classification
Codes
Updates to Lookup Classification and Verify
Classification Actions on the Line
Improvements to Setting of Product Classification
Status
Required Classification Data Available in Product
Classification Grid on Transaction Line
Optional Feature - Manage Status by Verify
Classification
Trade Agreements
Add to Campaign Action on Trading Partner Item
Generate Sample US NAFTA Certificate of Origin from
Campaign Lines
Create Campaign Action on Trading Partner Item
Filters on Trade Agreement
Reminder Functionality for Supplier Solicitation
Add to Campaign Action on Item
Create Campaign Action on Item
Run Tariff Eligibility Screening Action Against Multiple
Objects
Perform Eligibility Screening in Item Origin Manager
11
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Remove a Trading Partner Item from Campaign
Remove an Item from Campaign
Improved Support to Indicate If an Item is Fully
Qualified for a Trade Program
Campaign Workbench
Support for Pseudo-Fields on Item Origin Manager
Support for Pseudo-Fields on Campaign Line Grids
Tariff Eligibility Screening Via Automation Agent
Mark for Purge Available for Campaign Data
Generate Consolidated NAFTA Document Across
Campaign Lines
Trade Program Profile Power Data
Capture User and Date for Tariff Eligibility Screening
Download Document Template Action on Campaign
Line
Customs Management
AES Filer Validation Rule
Specify Trade Program As Part of Declaration
Aggregation Criteria
Trade Program Field Added to Trade Transaction Line
and Declaration Line
Specify Trade Program As Part of Data Configuration
for Declaration Line
12
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features will Not disruptive as action is required to make these features
have minimal user impact after an update. Therefore, customer ready to use. As you selectively choose to leverage, you set
acceptance testing should focus on the Larger Scale UI or your test and roll out timing.
Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale*
Automatically Assign Trade Program to Transaction
Line and Declaration Line
Look Up Trade Program Action on Trade Transaction
and Declaration
Specify Trade Program As Part of Declaration
Grouping Criteria
Global Trade Intelligence (GTI)
New Dashboards Available in Global Trade Intelligence
New Order Date Dimensions Available
13
TRANSPORTATION AND GLOBAL TRADE PLATFORM
WORKBENCH
This feature provides you with an improved user experience by opening Workbenches with the Workbench
menu closed for those Workbenches that are created and added to either the Springboard or
Navigator. Workbenches that you open within the Workbench Designer will open with the Workbench Menu
expanded.
Opening the Workbenches with the Workbench Menu closed helps optimize the use of available space. If
necessary, the user has the option to expand the Workbench Menu.
STEPS TO ENABLE
REST SERVICES
Top level fields on resources can be updated using JSON Patch
Child fields on resources can be updated using JSON Patch
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
14
TIPS AND CONSIDERATIONS
The feature is limited to the 'replace' operation of JSON Patch of top level and child fields.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
PATCH to shipment
PATCH to shipment child tables
POST to shipment child tables
GET sShipUnits
POST sShipUnits
PATCH to sShipUnits
PATCH to sShipUnits child tables
POST to sShipUnits child tables
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
15
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
ADD TRACKING EVENT AS REFERENCE RESOURCE FOR POWER UNIT, ORDER BASE, EQUIPMENT
AND SHIPMENT SHIP UNIT
This feature extends the Tracking Event as a reference resource for the Power Unit, Order Base, Equipment
and Shipment Ship Unit. With these additions, you now have the ability to bring in tracking event
information related to these additional objects.
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
16
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
This feature provides the ability to persist a new order release including the ability to generate a new ID. This
is the first release of this functionality and provides very basic capabilities. The basic set of capabilities
provided includes:
This feature provides the ability to update an order release and provides the following capabilities:
PATCH on orderReleases/<orderReleaseGid>
PATCH on orderReleases/<orderReleaseGid>/shipUnits/<shipUnitGid>
PATCH on orderReleases/<orderReleaseGid>/lines/<lineGid>
POST on orderReleases/<orderReleaseGid>/shipUnits
POST on orderReleases/<orderReleaseGid>/lines
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
17
QUERY RESOURCES USING ATTRIBUTES FROM CHILD RESOURCES ONE LEVEL DOWN
This feature provides you the ability to query on resources using attributes from child resources one level
down.
For example:
Search for a location resources where location reference number value ends with "TEST.
/logisticsRestApi/resources/v2/locations?q=refnums.locationRefnumValue ew "TEST"
Sear for location resources where location reference number value ends with "TEST" and remark text
does not contain "TEST"
/logisticsRestApi/resources/v2/locations?q=refnums.locationRefnumValue ew "TEST" and not
remarks.remarkText co "TEST"
Support has been added to query on child attributes multiple levels deep.
For example:
Search for order releases where the ship unit remark text equals "?SPIRIT"??????
/logisticsRestApi/resources/v2/orderReleases?q=shipUnits.remarks.remarkText eq "SPIRIT"
Search for shipments where the shipment ship unit order line release gid contains "ALH"
/logisticsRestApi/resources/v2/shipments?q=stops.details.sShipUnits.lines.orderReleaseGid co
"ALH"
Support has also been added for the child "bracket"construct. For example:
Search for locations where reference numbers value ends with "TEST".
/logisticsRestApi/resources/v2/locations?q=refnums[locationRefnumValue ew "TEST"]
Search for locations where location reference number value ends with "TEST" and remark text does not
contain "TEST"
/logisticsRestApi/resources/v2/locations?q=refnums[locationRefnumValue ew "TEST"] and not
remarks[remarkText co "TEST"]
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps
service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the
Quick Start section.
/logisticsRestApi/resources/v2/orderReleases?q=shipUnits.refnums[shipUnitRefnumValue
eq "REFNUM"]
/logisticsRestApi/resources/v2/orderReleases?q=shipUnits[shipUnitXid co "TEST"].refnums.
shipUnitRefnumValue eq "REFNUM"
18
KEY RESOURCES
The Help Center will provide you with complete information about the REST API for Transportation and
Global Trade Management Cloud. Go to: https://docs.oracle.com/cloud/latest/otmcs_gs/OTMRA/index.
html
TECHNICAL FEATURES
For clients who are being newly provisioned versus upgraded - most all of the Optional Features will be
delivered with Opt In = TRUE.
Optional Features is accessed via Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
19
You can search and view details for an optional feature using this page.
You have the ability to select an Optional Feature and run one of the two Actions available:
Opt In - Opts into a feature and any feature that is dependent on this feature.
Opt Out - Opts out of a feature and any feature that is dependent on this feature.
STEPS TO ENABLE
It is recommended that all Optional Features be reviewed in the update they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
ROLE INFORMATION
DBA Admin
Given the scenario where an order release agent is looping through its related shipments either via Data Type
Association (ORDER RELEASE TO SHIPMENT) on a single action, or via a FOR action; by default the action will
first lock the order release and then, in turn, lock each related shipment. This setup can cause deadlocks in the
situation where the agent triggers another shipment agent that may eventually loop through related orders.
The agent lock suppression feature avoids this type of deadlock by suppressing the order release (i.e. parent)
lock.
20
STEPS TO ENABLE
1. Go to the Optional Feature UI - Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
It is recommended that all Optional Features be reviewed in the release they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 21A
When uploading CSV files via integration, impacted database changes are now collected. These changes are
used to properly update any web-tier or app-tier caches across all clustered servers. Note that this feature also
applies to any update statements made via the DIRECT SQL UPDATE agent action when using DML Returning
cache refresh.
STEPS TO ENABLE
It is recommended that all Optional Features be reviewed in the release they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
21
OPTIONAL FEATURE - DISABLE MESSAGE CREDENTIALS
This feature provides you, the DBA, with the option to disable support for user credentials in the message for
all inbound XML integration messages. When you enable this feature, all inbound integration messages
must use transport specific authentication, e.g. HTTPS Basic Authentication. The message content will no
longer be scanned for user credentials.
STEPS TO ENABLE
1. Go to the Optional Feature UI - Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
It is recommended that all Optional Features be reviewed in the update they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 21A
STEPS TO ENABLE
1. Go to the Optional Feature UI - Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
22
TIPS AND CONSIDERATIONS
By default this feature is disabled, but it is recommended that this feature be enable so that current
messages can be tested for validity and corrected if needed.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 20C
KEY RESOURCES
STEPS TO ENABLE
It is recommended that all Optional Features be reviewed in the release they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 20C
STEPS TO ENABLE
1. Go to the Optional Feature UI - Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
23
2. Select the Load Balance Topic Interface feature
3. Run the Action Opt In
Enabling this feature may delay the processing of the request for up to a minute as servers must poll for work.
It is recommended that all Optional Features be reviewed in the release they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 21A.
This feature involved a number of lifetime and workflow changes focused on cleanup timing and event
completion.
STEPS TO ENABLE
Usage of this feature will suppress use of certain diagnostic features like Explanation that rely on full storage
of workflow history.
It is recommended that all Optional Features be reviewed in the release they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
The Optimize Data Query Footprint was delivered with Opted In = Yes.
24
Specifically, in the User Manager, you now have a OBIEE Non-SSO User check box that when checked will
allow the user to directly access OBIEE via an non-SSO URL. This means that you can use the Oracle Business
Intelligence Cloud Service (BICS) data synchronization tool to extract data from the cloud using the My Oracle
Support (MOS) note 2386753.1.
STEPS TO ENABLE
This page is accessed via Configuration and Administration > User Management > User Manager. You must
be logged in as Administrator.
1. Select the OBIEE Non-SSO User check box to control whether the OTM user is added as a standalone (i.
e. LDAP) user in OBIEE. This allows users to log in directly to OBIEE with their OTM User ID.
The OBIEE Non-SSO check box allows you to directly access OBIEE via a non-SSO URL. T
If you select this check box, you must also specify the BI role of BI Consumer or the connection
between the OTM user and the WebLogic user will not be made.
When entering a password, you must take into consideration the password restrictions of both
WebLogic LDAP and OTM or you will see an error.
It is recommended that you create a separate user with the OBIEE Non-SSO User check box
selected since this user will not be able to access Analytics in the normal way.
OTHER ENHANCEMENTS
You will find this page by navigating to Business Process Automation > Document Management > Archived
Documents.
25
Archived Documents Finder
26
STEPS TO ENABLE
ROLE INFORMATION
Administrator
Ability to generate a single document for multiple objects. For example, generate single 'Certificate Of
Origin' for multiple Campaign Lines.
Ability to update the content of the consolidated document, which in turn will reflect across the
documents linked to it.
The Generate Document enhancement supports a variety of use cases based on the document type being
considered and that document types attributes.
You can generate a single consolidated document for multiple objects using this action. For example, you can
generate a single Certificate Of Origin for multiple campaign lines at the same time.
If you select multiple objects and a document type of 'consolidated', then a consolidated document and
corresponding link documents are generated for the objects. Otherwise, only individual documents are
generated for the objects selected.
If you select multiple objects and a document type of 'standard', then standard link documents are created.
Else, if the document type is 'consolidated' then ad hoc link documents are created along with the
consolidated document for the selected objects.
27
Generate Document Action
STEPS TO ENABLE
28
TIPS AND CONSIDERATIONS
The Generate Document action is only available on the OTM Shipment, GTM Campaign, and GTM Campaign
Line managers.
It is recommended that both the document type and the report should either be consolidated or neither
should be consolidated for the report generation to work properly.
GTM AND OTM SHARED SAVED QUERIES FOR LOCATION, CONTACT AND ITEM
This feature provides you with consistent access to your saved queries across OTM and GTM for Locations,
Contact and Items. You can now define a saved query for your Locations, or Contacts or Items in either the
GTM or OTM managers for these objects and the same saved query will be available for use in both the OTM
and GTM managers for these objects.
STEPS TO ENABLE
29
Transport Details Tab Item ID and Item Name Visibility Example
STEPS TO ENABLE
STEPS TO ENABLE
KEY RESOURCES
For more information about the Incoterms® 2020 rule changes, visit the International Chamber of
Commerce (ICC) website at https://2go.iccwbo.org/
Swaziland has been renamed to Eswatini. On the country code record, the Country Name has been
updated to ESWATINI. All other data remains the same.
King Mswati III announced the name change as part of 50th birthday celebration of the country.
Macedonia, the Former Yugoslav Republic has been renamed to North Macedonia. On the country code
record, the Country Name has been updated to MACEDONIA, NORTH. All other data remains the same.
Changed by referendum after a 27 year dispute.
STEPS TO ENABLE
As part of the install or update to this release, the country_code.csv file must be uploaded to update this
information.
30
ORACLE TRANSPORTATION MANAGEMENT (BASE)
The new Order Base Line Allocation feature provides you with the ability to perform cost allocation back to the
detailed (non-aggregated) Order Base Line information providing you with the ability to allocate your
transportation cost back to your detailed line level while still planning at an aggregated level.
•New Allocation Method and Allocation Rule for Order Base Line
•New metrics related to Order Base Line Allocation Method
•Ability to allocate the Shipment Cost/Voucher/Bill to the Order Base Line
•Include order base allocation details in Shipment, Voucher, Bill and Order Base outbound transmissions
STEPS TO ENABLE
To enable this feature you will need to create or modify an Allocation Rule and associated Allocation Rule
Detail so that the new OB Line option is used as a Basis.
1. Compare the planned delivery time on your shipment to the estimated time of arrival from the latest
tracking
2. Calculate the time differences between these times
3. Determine the Ahead/Late value (Ahead, Late, On Time, etc.) that will be populated on the shipment
and tracking event
4. Set the threshold indicators (Green/Yellow/Red) on the shipment, tracking event and map view
based on Ahead/Late calculation
5. Populate the shipment and tracking event with the Ahead/Late Time
On the Shipment Manager Tracking Tab, you will now see the fields added to display the calculated Ahead
/Late Time, Ahead/Late value and the current Estimate Time of Arrival.
31
Ahead/Late Added to Shipment Tracking Tab
The Tracking Event Finder has been enhanced to allow you to search for tracking events based on Ahead
/Late Time, Ahead Late value.
In the Map View - your visibility to the current status regarding Ahead/Late is available on the Shipment pop-
up as well as visually through the use of indicator color-coding.
32
Ahead/Late Map Rendering
A – Ahead of Schedule
O – On Time
L – Late
T – Tardy (This can mean a degree of lateness depending on the user)
B – Bad Order
H – Held
N – No Bill
Y – Constructive Placed
Z – Actual Placed
STEPS TO ENABLE
To benefit from this feature - you will want to configure an automation agent to:
For example, the agent below provides some guidance on the possible setup and flow.
33
Ahead/Late Sample Agent
Populating your tracking events and shipments with Ahead/Late information will increase the value of the
Logistics Pipeline view.
A sample Automation Agent Agent ID = AHEAD_LATE SAMPLE - ARRIVAL EVENT has been provided to help
guide you in the use and configuration of the new capabilities delivered with this feature.
LOGISTICS PIPELINE
This feature provides you with a summarized tracking event view into your shipments - including visibility
into the current ETA (expected time of arrival) of the shipment and whether the current ETA is considered to
be ahead of schedule, on-time or late. The Logistics Pipeline also provides access to two shipment related
actions: Map Shipments and View Shipment Tracking Events.
This page is accessed via Shipment Management > Visibility > Logistics Pipeline.
34
Logistics Pipeline
The Logistics Pipeline finder results provides a consolidated view into the following types of information
related to the last tracking/most recent tracking event received:
STEPS TO ENABLE
The feature requires no setup - however to take full advantage of the view provided - it is recommended that
the Ahead/Late feature be setup.
HERE FLEET TELEMATICS API - WEEKEND RESTRICTIONS CONSIDERED FOR DIRECT SHIPMENTS
With this feature you now have the ability to use the HERE Fleet Telematics API to consider European
legislated truck driving restrictions when planning direct (non-multi-stop) shipments in OTM. When enabled
- the time and distance calculations for your direct shipments will consider any driving restrictions that apply
considering weekend restrictions, public holiday restrictions or nighttime driving restrictions that apply. As
part of the driving restriction evaluation, Here.com will optimize the driving route by either circumventing the
restriction or waiting until the restriction ends.
35
Germany Driving Ban:
Saturday 07:00 to 20:00
Sunday & Public Holidays 00:00 and 22:00
France Driving Ban:
Friday 22:00 to 24:00
Saturday 00:00 to 24:00
Sunday & Public Holidays 00:00 and 22:00
Day before Public Holiday 22:00 to 24:00
Spain Driving Ban:
No general ban on Sundays and public holidays. There are only regional driving bans and
concerning the ADR goods.
Updates the shipment with information related to the transit time and distance,
Will update the stop time at the destination stop with any wait time associated with any driving
restrictions encountered in the route planned by HERE,
Will include - in the destination stop time - any rest time related to hours of service rules HERE used in
calculating the route - i.e., rest time calculated by HERE.
STEPS TO ENABLE
1. You need to use the current host URL for HERE Fleet Telematics to make the desired request for rest
times.
2. The Here.Com External Distance Engine setup must include the Parameter Weekend Restrictions
with the value Yes (Using Fleet Telematics) selected.
3. The new custom route URL requires an additional mandatory field (driver_cost=30) for Weekend
Restrictions as suggested by HERE.
The Weekend Restrictions feature only works with direct shipments - attempting to use the Weekend
Restriction for a Multi stop shipment will result in an error message and the rate offering option will be
skipped.
When the HERE weekend restrictions are enabled, OTM's hours of service (HOS) rules on the rate
service (from either the shipment or the driver) are ignored.
36
PC*MILER WEB - FAVOR AND AVOID
This feature provides you with the ability to use a set of Route Modifiers or all of the PC*MILER Web Route
Modifier Sets (with Favor and Avoid route modifiers) that you have configured and saved on the PC*MILER
Web service using the PC*MILER Web Content Tools.
Inside of PC*MILER Web, the Favor and Avoid route modifiers allow to modify the routing in the following
ways:
Avoid: An avoided road segment is effectively treated as if it were closed unless no other road can be
used for the route or if the total trip distance would be unacceptably inefficient.
Favor: A favored road segment will be used in a route unless it is not practical to do so.
STEPS TO ENABLE
1. Set up your Favor and Avoid Route Modifiers using the PC*MILER Web Content Tool.
2. Go to the External Distance Engine page. This page is accessed via Shipment Management > Power
Data > Geography > External Distance Engine.
3. Select the External Engine Type = ALK
4. Select the AVOIDS_AND_FAVORS_SETIDS parameter
a. To use all the Route Modifier Set IDs setup for your API Key in PC*MILER Web set the Value to '
-1'
b. To apply specific SET IDs, add the set IDs as comma-separated values.
KEY RESOURCES
Information about using the PC*MILER Web Content Tool to create new Avoid or Favor route modifications
can be found on the PC*MILER Web SUPPORT CENTER site . Go to: https://support.pcmiler.com/en
/support/solutions
STEPS TO ENABLE
1. Got to Shipment Management > Power Data > Geography > External Distance Engine.
2. Select the External Engine Type = ALK
3. Select the Parameter Governor Speed Limit
4. Provide the desired/valid Governor Road Speed - a value between 1 and 100 mph, or 1 and 161 kph.
37
TENDER TYPE ELEMENT ADDED TO PLANNEDSHIPMENT XML
This feature adds the Tender Type element to the outbound PlannedShipment XML. The Tender Type
element, with the associated values (Ordinary, Broadcast Tender, Spot Bid), will provide recipients with an
indication of the response expected.
For example:
STEPS TO ENABLE
With the upgrade to CarrierConnect XL 3.0 the interaction between OTM and SMC³ Rateware XL and
CarrierConnect XL 3.0 is now handled using two independent calls. In the first call, OTM calls CarrierConnect
3.0 to get transit time information (and with this feature) the Movement Type information for the shipment
lane to be rated. The information returned by CarrierConnect in the first call is then used by OTM to formulate
the second call to Rateware XL - in this case - OTM will use the Movement Type to identify the discount values
that should be provided to Rateware XL for rating..
DIRECT – originating carrier is in control of a shipment for the entire transit time
INDIRECT – shipment is handed off to a different carrier in transit
PARTNER – shipment is handed off to a partner carrier in transit
CUSTOM – adds flexibility for a carrier to designate a special type of movement type that is different
from DIRECT, INDIRECT, or PARTNER
STEPS TO ENABLE
If you do not have different discounts by Movement Type then you do not need to make any changes
to your Rate Offering or Rate Records - OTM will treat the discount entry that does not specify
a Movement Type as the default discount that should be applied.
If you want to create different discounts by Movement Type - Go to Contract and Rate Management >
Contract Management > Rate Offering > Attributes tab and select the SMC Discount button.
SMC Discount
38
Then enter the Movement Type (Direct, Indirect, Partner, Custom) and the Discounts that
apply. Repeat for all the different Movement Type discounts required.
Movement Types
The previous Rate Basis method for applying discounts for Direct and Indirect service points is no longer
supported.
39
For example, you can set the property to 'BOL'. Then for the Shipment Reference Qualifier, the service
provider would need to enter 'BOL' and then enter a numeric value for the Shipment Reference Number as
they accept the tender in the UI. This property does not affect accepting tenders via XML.
STEPS TO ENABLE
1. Follow the instructions provided by the How to Set Properties from the OTM Application Instead of
Manually Editing the glog.properties File (Doc ID 2177759.1)
2. For the glog.tender.mandatoryShipmentRefNumberQual property specify the Shipment Reference
Number Qualifier that should be required.
This property requires that the Service Provider enter the specified Shipment Reference Number Qualifier
on the Accept Tender UI. The logic does not check existing Shipment Reference Number Qualifiers that
may already be on the shipment, the logic requires that the Shipment Reference Number Qualifier and Value
(a number) must be provided on the Online Booking/Tendering Accept Tender UI.
SELECT ALL ADDED FOR ADDING LINE TO ORDER RELEASE SHIP UNIT
This feature provides you with the ability to select all of the lines for a new ship unit versus the previous
option, which required you to add each line for a ship unit one at a time. The select all option is particularly
helpful in situations where there are many lines on an order release, but only a few lines are not associated
with the ship unit being built.
Select All - All but One Line Selected to Create the Ship Unit
With the Select All option the user can easily create a Ship Unit that contains all the Lines, but one.
STEPS TO ENABLE
40
DOCUMENTATION NOW AVAILABLE IN HTML AND PDF FORMAT
With this feature you now have multiple options for working with the OTM/GTM documentation. The OTM
/GTM documentation is now available in both an HTML as well as a PDF format.
For all of the documentation provided on docs.oracle.com you will now have the option to open the document
either following the HTML link or the PDF link.
For example:
HTML / PDF
The newly added HTML version of the documentation is indexed with the docs.oracle.com search tool, so the
content is much easier to find. In addition, the HTML version of the documentation provides a more
accessible view for the vision-impaired.
STEPS TO ENABLE
41
Shipment View with New Fields
STEPS TO ENABLE
For example, when the ITEM GROUPING CRITERIA parameter is set to “1. Group by Order", all the items in
each order are packed in continuum. In this case, while packing items of an order, if the equipment capacity is
exhausted before an order is fully packed, the next equipment will be packed starting with the same order.
42
Group Packing Parameters
PARAMETER
In the container optimization tuning parameter section, the following parameters have been added:
ITEM GROUPING CRITERIA: This provides an option for grouping items by a specified criteria and packs
every group of items in continuum in the container.
When the ITEM GROUPING CRITERIA parameter is set to 0. The group criteria is not considered.
When the ITEM GROUPING CRITERIA parameter is set to 1. Group by Order, ship unit items in an
order will be put in one group.
When the ITEM GROUP CRITERIA is set to be 2. Group by Ship Unit, ship units with the same
dimension across different order release will be put into one group.
When the ITEM GROUP CRITERIA is set to be 3. Group by Order and Ship Unit, then ship units
with the same dimension within the same order release will be put into one group.
REMOVE FRAGMENT SPACE IN GROUP PACKING: {TRUE, FALSE(DEFAULT)}. This parameter controls
the behavior for how fragmented space will be filled at the end of packing one group of items.
When set to TRUE, OTM will not attempt to fill the fragmented space with items from a different
group.
When sent to FALSE, OTM will attempt to fill the fragmented space with items from a different
group.
43
REMOVE FRAGMENT SPACE IN GROUP PACKING = TRUE
USE SIMILARITY SORTING IN GROUP PACKING: {TRUE, FALSE(DEFAULT)}. This parameter controls
how the packing item groups are sorted.
When this parameter is off, the order is determined by the container optimization metric.
When this parameter is on, the sorting behavior can be described as follows:
The item group with largest dimension is the first group. When placing the i-th group,
OTM selects the item group which has not appeared in the previous sequence and is most
similar to the ( i - 1 )-th packing item group. By performing similarity sorting, OTM will
produce a better placement for 3D loading.
STEPS TO ENABLE
44
USE SIMILARITY SORTING IN GROUP PACKING: {TRUE, FALSE(DEFAULT)}. This parameter controls
how the packing item groups are sorted
The group packing approach can be used with all packing algorithms in OTM except Multicontainer MIP and
Column Generation packing algorithms. In every algorithm, item groups are first sorted based on the
container optimization metric and then packed one after the other starting with the largest group.
This new capability will be extremely useful for improving utilization in situations where orders are defined
based on a ship unit count and the orders sizes fall into the less-than-truckload size range.
For example, given three orders releases all having the same source, but different destinations, and each
order release defined based on a ship unit count, with each ship unit's gross weigh per ship unit entered
as 5,000 pounds per ship unit - for a total of 30,000 pounds per order release. When these orders are
planned using the new Conopt Merge functionality - OTM will generate 2 shipments that are utilized to 100%
of the assigned equipment's capacity - (assuming 45,000 pounds as the capacity of the equipment group
assigned) versus the previous non-spittable option which would have resulted in a solution requiring 3
shipments - 1 per order release.
STEPS TO ENABLE
1. This new feature will be considered in situations where your orders have been defined based on a ship
unit count and the order release is considered splittable, i.e., the Is Splittable flag has been checked.
2. The Multistop Logic Configuration Multistop Consolidation Parameter = MULTISTOP
CONSOLIDATION ALGORITHM TYPE must be set to 5.Conopt Merge
Note that the other multistop algorithms (e.g., Savings algorithm) primarily try to minimize the total distance
of the consolidated shipments, Conopt Merge's main objective is to maximize the capacity utilization of the
consolidated shipments.
HERE AND PC*MILER EXTERNAL DISTANCE AND SERVICE ENGINE BULK PLAN PERFORMANCE
STATISTICS
This feature provides you with the ability to monitor the performance of your HERE or PC*MILER external
distance and external service time engines so you can quickly identify potential performance issue in a bulk
plan run that may be related to the calls made to these engines. In addition, this feature provides you with
qualitative error messages that you will find beneficial when analyzing the results of a bulk plan.
The warning information provided by this feature can be found on the Bulk Plan Errors page, which is found
on the Bulk Plan Results Performance tab.
For HERE and PC*MILER this feature will capture the following statistics:
45
1. Number of Engine Hits - Number of the time that Distance/Service Engine is hit
2. Number of Cache Hits - Number of times the caches are hit to fetch Distance/Service Time.
3. Total Response Time - Sum of all the response times for all the hits to Distance/Service Engine in ms.
4. Average Response Time - Average response time of hits to Distance/Service Engine in ms.
5. Maximum Response Time - Highest response time of all hits to Distance/Service Engine in ms.
6. Name of the Engines - The names of the Engines that are hit to bring distance or service
7. URL - URL that is hit by the External Engine
8. Error - In case of any error from the External Engine, only the first error is captured
This property represents the warning threshold in milliseconds. The default is "400" (i.e., 400
milliseconds).
This property can be changed by the user.
The warning will be displayed when the average response time of either the External Distance Engine or
External Service Engine exceeds this threshold value.
The warning will also be displayed if the planning logic recognizes any External Engine error.
STEPS TO ENABLE
46
TIPS AND CONSIDERATIONS
STEPS TO ENABLE
47
Capacity Considered in Network Routing
In the routing step inside of network routing, network routing will now consume the capacity on the USNYC to
BEANR route first - using the lowest cost Service Provider A's capacity. Once that capacity is consumed, the
remaining order movements will be routed using the unlimited (but more expensive) capacity on the USORF
to BEANR route serviced by Service Provider B.
NR Route
STEPS TO ENABLE
The motivation for this feature is to better support scenarios where OTM's continuous planning logic is being
used to plan fleet and/or dedicated fleet shipments where the desire is to have the last shipment in a tour
return to the starting location/near the starting location of the tour.
48
Continuous Move - Out and Back
Given the 4 shipments above to consider - where the last shipment to consider in the tour is Shipment 3 or
Shipment 3B -- this feature provides you with the ability to favor assigning Shipment 3 to tour versus
Shipment 3B.
STEPS TO ENABLE
To use this feature you will need to add a cost for returning from the end location of a continuous move to
the start location of the continuous move tour using the CM RETURN DISTANCE COST FACTOR parameter,
which is one of the parameters found in the Continuous Moves Logic Configuration.
In the CM Sequencing group of the Continuous Move Logic Configuration set a value for the CM RETURN
DISTANCE FACTOR.
Note that as the setting is increased from zero (the default) the "cost" associated with returning from the end
location of the continuous moves (CMs) last shipment back to the start location of the CM's first shipment is
increased when considering the overall cost of the CM. The algorithm will - when considering shipments to
add to a continuous move tour - look to minimize the cost of returning to the start location and will - all things
being equal - attempt to select shipments that end closer to the start location.
This applies to both cost based and distance based CM algorithms. This extra cost only applies to CMs, not
other shipment strings created with CM logic (e.g. work assignments, driver assignments). The extra cost is
only used in determining CM formation. The cost is not persisted or added to any existing cost in any of the
shipments associated with the CM.
Using this cost has the effect of creating CM shipment strings that form a "loop" such that the last shipment in
the string ends closer to the start of the first shipment in the string.
The default of zero (0) has the same functionality as prior to addition of this parameter.
49
STEPS TO ENABLE
The Export Data to Zip File Input feature uses a sophisticated data crawler to identify and export all the related
itineraries and rates required to bulk plan a set of order releases or order movements. The exported data are
in .csv file format and are compressed into a .zip file. You can have the exported data sent to an email address
as a .zop file if you provide a contact in the Contact ID field. A .zop file is sent since most email servers do not
allow the sending of .zip files. If no contact is provided, you can download the file locally. The export
option allows for a straight export as well as exporting with masking. Masking provides you with the ability to
mask key/sensitive data - like names, IDs etc.
1. Go to Operational Planning > Planning Data Import/Export > Export Planning Data.
2. Select an export Domain. This is the domain from which the data will be exported. If the data includes
reference data in other domains and the reference data is visible to the selected domain then the
reference data is also exported.
3. Select an Export Type of either Bulk Plan Order Releases or Bulk Plan Order Movements.
You can also add saved queries for the Object Types of Itinerary and Rate Geo. When your
specify the saved queries for Itineraries and Rate Geos the export logic directly pulls the objects
mentioned in the query and their related objects.
4. Specify a Parameter Set ID. If you do not specify a parameter set ID, the default parameter set ID of the
domain is exported. If the domain does not have a default parameter set defined, then no parameter
set is exported.
5. To run the action in the background, select Yes for Run in Background. If you selected Yes for Run in
Background, select a contact in the Contact ID field.
6. Optionally, select the Apply Data Masking check box to mask specific data in the exported .csv files.
50
7. Click Export. If you selected Yes for Run in Background, you see the message stating that when the
action finishes an e-mail will be sent to the contact. Click OK on the message and you return to the
Export Data To Zip File Input page. If you selected No for Run Job in Background, you see Export Data
to Zip File Result page.
This Export Data to Zip File Results page contains information about the export process status and objects
exported. You can monitor the process and status to determine when the export is complete. The object grid
allows you to see the count of the objects exported. The system validates the data for any missing primary
keys, missing value for non-nullable columns, etc. The Message/Results field at the top of the page contains
displays the current status in a message.
On the Results screen, you see the following buttons depending on the status of the export:
Refresh: Click to update the page and monitor how the export is progressing. You can use a
combination of the Status and Time to monitor a running process.
Terminate: For some export scenarios, it may take a significant amount of time to gather and download
data. Click Terminate to stop the export process if it is taking too long.
Download: Click to download a .zip file. The .zip file contains many CSV files; one for each OTM object.
The .zip file also contains a single XML file (manifest.xml) which includes domain names, names of all
of the .csv files, OTM objects, and other metadata. You can edit the .csv files if necessary to update data
or fix data to allow for the .zip file to be imported via the Import Planning Data page.
View Log: Click to view the OTM log file. It is recommended that you turn on the Planning Data and
Planning Data Log IDs so that your log file contains logging specific to export and import of planning
data.
Done: Click to return to the main export screen.
Process: Lists the main processes that are a part of exporting data, such as loading metadata, zipping
files, etc.
Status: Lists one of the possible statuses such as Running, Partially Completed, Completed, or Failed.
Time: Time in seconds of the running or completed process.
Object Type
Count
51
IMPORT PLANNING DATA
Use the Import Planning Data page to import the .zip file containing planning data that was exported using
the Export Planning Data tool.
1. Go to Operational Planning > Planning Data Import/Export > Import Planning Data.
2. Select a Transaction Type:
II: Stands for Insert and Ignore. When used, if the record already exists, then it is not updated. If it
does not exist, then it is inserted.
IU: Stands for Insert and Update. Create a new record unless it already exists, in which case
update the existing record with the new information. This is the default.
3. Click Choose File to specify an Input Zip File. This must be a zip file created using Export Planning Data.
4. Click Upload and the page updates to show new input fields.
5. To run the action in the background, select Yes for the Run in Background. If you selected Yes for Run
in Background, select a contact in the Contact ID field.
6. Specify the From Domain and To Domain:
7. On the Results screen, you see the following buttons depending on the status of the import::
Refresh: Click to update the page and monitor how the import is progressing. You can use a
combination of the Status and Time to monitor a running process.
Done: Click to return to the main import screen.
View Log: Click to view the OTM log file. It is recommended that you turn on the Planning Data
and Planning Data Log IDs so that your log file contains logging specific to export and import of
planning data.
Download: Only available if there are validation errors during import.
STEPS TO ENABLE
The version of Oracle Transportation and Global Trade Management used for exporting the data must
be the same version used to import the data.
The Export Data to Zip File Input feature uses sophisticated database crawling logic to identify and
gather all the object data required to recreate a bulk plan for a set of order releases or order
movements. If the saved query for the order releases or order movements involves many records the
time required to find all the related data (locations, itineraries, rates, etc.) can be considerable. If you
are exporting a large number of orders (order releases or order movements) you should consider:
Running the Export Data to Zip File Input feature using the Run In Background option
52
Reducing the time required for generating the export data by limiting the itineraries and rates
that need to be exported. This is accomplished by adding saved queries for the Object Types of
Itineracy and Rate Geo. When your specify the saved queries for Itineraries and Rate Geos the
export logic directly pulls the objects mentioned in the query and their related objects..
The Export Data to Zip File Input feature does not export data like Ground schedules, Voyage
schedules, or driver assignment data. This data often contains links to many unrelated shipments and
therefore could bring in a lot of data that is unrelated to the order releases or order movements
identified by the specified export query.
Public data is not exported and imported - OTM assumes that the public data already exist in the server
where the data is being imported.
When importing data using the Import Planning Data feature and the Transaction Type = IU it's
important to remember that the data will be updated (if it exists in the target domain) with the data
being imported.
You can use the export types of Shipment Management and Order Management to export data for
shipments, order releases, or order movements. If you provide a shipment/order release/order
movement saved query, the system exports all objects related to those objects.
The addition of Region and Lane will simplify the setup and maintenance associated with your Driver Location
Preferences.
STEPS TO ENABLE
To take advantage of the new levels available for defining a driver's preference (prefers or avoid).
1. Navigate to Fleet Management > Power Data > General > Driver Location Preference.
2. Enter a unique Driver Location Preference ID for the driver preference being defined.
3. Enter a Description of the driver preference - since many driver preferences are operationally driven
it's recommended that the operational issue that initiated the creation of this Driver Preference Rule be
included.
4. In the Details table, select a Location Preference Type of either Prefer or Avoid. Prefer will incent the
system via the weighted cost to assign shipments to the driver with the defined preference assigned,
Avoid will incent the system via weight cost to avoid assignment shipments to the driver.
5. Enter a Location Preference Value. This is the weighting of the preference which is considered in the
weighted costing for assigning the driver.
6. Enter a Location ID, a Region or a Lane ID. Region ID and Lane Id are now considered in the planning.
7. Save the defined Driver Location Preferences
8. Navigate to Shipment Management > Power Data > General > Logic Configuration
9. Create or modify the Logic Configuration Type = Driver Configuration that will be assigned to the Driver
(s) that will use the newly defined Driver Location Preferences.
10.
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10. Update the DRIVER PREFERENCES Parameter Value for LOCATIION PREFERENCE to the newly created
Driver Location Preference.
11. Update any and all Drivers that require this change with the updated Driver Configuration ID.
If you enter multiple level of preference (Location, Lane, Region) the following rules will apply for selecting
the preference value that will apply.
OTM will use the location if there is one. If not, OTM will check the lane and then finally the region.
Ranking only works WITHIN lane and region, not across location, lane, and region. In other words, OTM
will use the location if there is one. If not, OTM will use the highest-ranked lane and finally the highest-
ranked region.
Only one record will ever be returned because of the hierarchy described above. If there is more than
one record matching the same location/lane/region, OTM will throw an error. So you cannot have
prefer and avoid at the same time and there cannot be overlap.
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Approve Multiple Invoices
Adjustment Reason: This field will be populated on the voucher that is created.
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NOTE: This field will specify any note when approving/adjusting an invoice.
STEPS TO ENABLE
This capability is not applicable in cases where the implementation involves approving invoices at the line
level - in other words - in situations where the property glog.invoice.approveByLine is set to true. Attempting
to approve multiple invoices in this case will result in an error message.
INSERT, UPDATE AND DELETE ORDER RELEASE USING SCENARIO DATA CHANGE
This feature provides you with an enhanced Scenario Data Changes option for the Object Type =
Order_Release. For the Order_Release Object Type you now have the option to specify a Change Type of
either Update, Insert or Delete. While the Change Type of Update is functionally the same capability that is
available to all the other Object types - the additions of Insert and Delete opens up some new and very
powerful modeling options. For example, you are now able to easily duplicate an existing order by selecting
the Change Type = Insert and then specifying the Number of New Objects (copies of the specified order
release) you want to model.
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Scenario Data Changes - Order Release
For order release only insert or delete orders, as well as update data on existing orders. These changes
override the changes made by data rules.
1. Select the Object Type of ORDER_RELEASE, you will see the Change Type drop down with the options
of:
Update: Updates the specified order release with the data changes entered. Update is also used
(behind the scenes) when changing data on other objects.
Insert: Inserts the order release ID. You can also specify the Number of New Objects, which
controls how many new order releases are inserted.
Delete: Exclude the specified order release from the scenario planning.
3. Select the Object ID to specify the object for which you would like to change some fields.
4. Optionally, enter a Description.
5. Enter any Data Changes:
a. In the Column Name drop down, select an editable column for a given object type.
b. View the Original Value of that field selected in the database. This is the original value of the field.
c. Enter the New Value is a free-form text field which accepts input in accurate format. If the input
is not provided in correct format, the changes may not be applied correctly.
STEPS TO ENABLE
Changes that you make on this screen are only temporary and are not persisted to the actual objects in the
database. This include new order releases and copied order releases.
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Bulk Plan Specification Group by Additions
STEPS TO ENABLE
1. The Bulk Plan Specification and the new Group By criteria is accessed via Logistics Network Modeling
> Power Data > Modeling Bulk Plan Specification.
2. The bulk plan specification allows you to group the orders on a scenario and run bulk plans on each
group.
3. New for this update you now have the option of selecting a Group By of Flex Field String, Flex Field
Number, Flex Field Date, or Flex Field Currency. When you select any of these new options you also
need to specify the Flex Field Attribute to use.
EXPORT/IMPORT
The Export Data to Zip File Input feature provides you with the ability to export the data required to run a
Logistics Network Modeling project or scenario in a different environment. The Import Planning Data feature
provides you with the ability to import the exported zip file into any server/domain that is running the same
version of Oracle Transportation and Global Trade Management.
The Export Data to Zip File Input feature uses a sophisticated data crawler to identify and export all the related
itineraries and rates required run a Logistics Network Modeling project or scenario. The exported data are in .
csv file format and are compressed into a .zip file. You can have the exported data sent to an email address as
a .zop file if you provide a contact in the Contact ID field. A .zop file is sent since most email servers do not
allow the sending of .zip files. If no contact is provided, you can download the file locally. The export
option allows for a straight export as well as exporting with masking. Masking provides you with the ability to
mask key/sensitive data - like names, IDs etc.
1. Go to Operational Planning > Planning Data Import/Export > Export Planning Data.
2. Select an export Domain. This is the domain from which the data will be exported.
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3. Select an Export Type of Logistics Network Modeling.
4. Specify an Object Type of either Modeling Project or Modeling Scenario and provide a saved query for
the project or scenario you want to export.
5. Optionally you can specify a Parameter Set ID to export. If you do not specify a parameter set ID, the
default parameter set ID of the domain is exported.
6. To run the action in the background, select Yes for Run in Background. If you selected Yes for Run in
Background, select a contact in the Contact ID field.
7. Select the Apply Data Masking check box to mask specific data in the exported .csv files.
8. Click Export. If you selected Yes for Run in Background, you see the message stating that when the
action finishes an e-mail will be sent to the contact. If you selected No for Run Job in Background, you
see Export Data to Zip File Result page.
This Export Data to Zip File Result page contains information about the export process status and objects
exported. You can monitor the process and status to determine when the export is complete. The object grid
allows you to see the count of the objects exported. The system validates the data for any missing primary
keys, missing value for non-nullable columns, etc. The Message/Results field at the top of the page contains
displays the current status in a message.
On the Results screen, you see the following buttons depending on the status of the export:
Refresh: Click to update the page and monitor how the export is progressing. You can use a
combination of the Status and Time to monitor a running process.
Terminate: For some export scenarios, it may take a significant amount of time to gather and download
data. Click Terminate to stop the export process if it is taking too long.
Download: Click to download a .zip file. The .zip file contains many CSV files; one for each OTM object.
The .zip file also contains a single XML file (manifest.xml) which includes domain names, names of all
of the .csv files, OTM objects, and other metadata. You can edit the .csv files if necessary to update data
or fix data to allow for the .zip file to be imported via the Import Planning Data page.
View Log: Click to view the OTM log file. It is recommended that you turn on the Planning Data and
Planning Data Log IDs so that your log file contains logging specific to export and import of planning
data.
Process: Lists the main processes that are a part of exporting data, such as loading metadata, zipping
files, etc.
Status: Lists one of the possible statuses such as Running, Partially Completed, Completed, or Failed.
Time: Time in seconds of the running or completed process.
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The Objects grid shows the following data:
Object Type
Count
IMPORT PLANNING DATA
Use the Import Planning Data page to import the .zip file containing planning data that was exported using
the Export Planning Data tool.
1. Go to Operational Planning > Planning Data Import/Export > Import Planning Data.
2. Select a Transaction Type:
II: Stands for Insert and Ignore. When used, if the record already exists, then it is not updated. If it
does not exist, then it is inserted.
IU: Stands for Insert and Update. Create a new record unless it already exists, in which case
update the existing record with the new information. This is the default.
3. Click Choose File to specify an Input Zip File. This must be a zip file created using Export Planning Data.
4. Click Upload and the page updates to show new input fields.
5. To run the action in the background, select Yes for the Run in Background. If you selected Yes for Run
in Background, select a contact in the Contact ID field.
6. Specify the From Domain and To Domain:
7. On the Results screen, you see the following buttons depending on the status of the import::
Refresh: Click to update the page and monitor how the import is progressing. You can use a
combination of the Status and Time to monitor a running process.
Done: Click to return to the main import screen.
View Log: Click to view the OTM log file. It is recommended that you turn on the Planning Data
and Planning Data Log IDs so that your log file contains logging specific to export and import of
planning data.
Download: Only available if there are validation errors during import.
STEPS TO ENABLE
The version of Oracle Transportation and Global Trade Management used for exporting the data must
be the same version used to import the data.
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The Export Data to Zip File Input feature uses sophisticated database crawling logic to identify and
gather all the object data required to recreate a Logistics Network Modeling project or scenario. If the
saved query for the project or scenario you are exporting involves many records the time required to
find all the related data (locations, itineraries, rates, etc.) can be considerable. If your are exporting a
large project or scenario you should consider:
Running the Export Data to Zip File Input feature using the Run In Background option
Reducing the time required for generating the export data by limiting the itineraries and rates
that need to be exported. This is accomplished by adding saved queries for the Object Types of
Itinerary and Rate Geo. When your specify the saved queries for Itineraries and Rate Geos the
export logic directly pulls the objects mentioned in the query and their related objects.
The Export Data to Zip File Input feature does not export data like Ground schedules, Voyage
schedules, or driver assignment data.
Public data is not exported and imported - OTM assumes that the public data already exist in the server
where the data is being imported.
When importing data using the Import Planning Data feature and the Transaction Type = IU it's
important to remember that the data will be updated (if it exists in the target domain) with the data
being imported.
Ship_Unit
Location_Profile
Equipment_Group_Profile
Equipment_Group
Includes Column Name info for Compartment and ERUs
Capacity_Usage
Capacity_Limit
Carrier_Commitment
With the addition of these new tables - you will now be able to simulate changes to your Equipment Group
definitions - for example you can increase of decrease the effective capacity of various equipment groups. In
addition, you will be able to modify capacity usage and capacity limits as well as modifying different carrier
commitments.
STEPS TO ENABLE
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Modeling Shipment Finder Results
STEPS TO ENABLE
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DATA RULE DEFINITION
Data Rule Set Order Release Dates Based on Early Pickup Date
In this example, three Data Rule Instances will be used to do the following:
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Data Rule Instance to Set Late Delivery Date
MODELING SCENARIO
The three Data Rule Instances are then used in the Modeling Scenario to set the order release dates.
Modeling Scenario Usage or Update Order Release Date Data Rule Instances
STEPS TO ENABLE
1. Setup the Data Rule for your UPDATE ORDER RELEASE DATE data rule. This page is accessed
via Logistics Network Modeling > Power Data > Data Rule Definition.
2. Select a Rule Type of Java.
3. Enter the Java Plugin ID of UPDATE ORDER RELEASE DATE. The Data Rule Parameters grid populates
with data based on the plugin.
4. Define the columns to setup your rule:
a. BASE_COLUMN: For the Data Rule Instance this sets the list of data field that will be used as the
base column for setting the dates on the orders. The default value is LATE_DELIVERY_DATE
and the fixed values are EARLY_PICKUP_DATE, EARLY_DELIVERY_DATE, LATE_PICKUP_DATE,
LATE_DELIVERY_DATE.
b. CHANGE_TIME: Number of days. Valid operands are "INCREASE BY DAYS" and "DECREASE BY
DAYS". This is required.
c. UPDATE_COLUMN: Valid values are EARLY_PICKUP_DATE, EARLY_DELIVERY_DATE,
LATE_PICKUP_DATE, LATE_DELIVERY_DATE
5. Setup a Data Rule Instance based on the UPDATE ORDER RELEASE DATE data rule created
above. This page is accessed via Logistics Network Modeling > Power Data > Data Rule Instance.
6. Select the Data Rule Definition for your UPDATE ORDER RELEASE DATE data rule.
7. Then for the date that you wish to set - you will set provide the following
a.
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7.
a. BASE_COLUMN: the date on the order used to set the order date.
b. CHANGE_TIME: the amount of days you wish to increase or decrease the order dates relative to
the BASE_COLUMN. Valid operands are "INCREASE BY DAYS" and "DECREASE BY DAYS".
c. UPDATE_COLUMN: Select the date you want to set.
8. You will need to repeat steps 5 - 7 for each date you wish to set on your orders.
UPDATE ORDER RELEASE DATE is the only java plugin available for Logistics Network Modeling.
USABILITY IMPROVEMENTS
This feature provides you with two new public external system configurations that should be used to support
external system interaction for Content Download and Duty & Tax Analysis.
1. EXTERNAL_SYSTEM_TAX - to support Duty and Tax analysis. This external system must be specified in
the GTM property: gtm.dutyTax.externalSystem.name.
2. DESCARTES_CONTENT_DOWNLOAD_SERVICE - should be used for downloading the denied parties
list and classification contents from Descartes. This External System ID must be specified in the Content
Source(s) you are using to download data from Descartes.
Users should use the Public External Systems to avoid versioning issues during data download into GTM from
third-party content providers.
STEPS TO ENABLE
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Trade Transaction
Trade Transaction Line
Declaration (i.e. GTM Shipment)
Declaration Line (i.e. GTM Shipment Line)
STEPS TO ENABLE
If you are using the pseudo-field capability for your reference numbers, you can continue to do so and
remove the reference numbers grid from the UI.
Party Site
Trading Partner Item
Item Origin
Tariff Rate
Item Trade Program
Item Trade Program Required Document
STEPS TO ENABLE
STEPS TO ENABLE
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IMPROVEMENTS TO ESCALATING OF A PARTY
When a party is in an RPLS_ESCALATED status and a new RPLS screening is triggered, GTM will perform the
screening and update the matches against the party but the status of RPLS_ESCALATED is retained. This is
to ensure that the person to which the records are escalated are reviewing the most up to date matches
against the party and can take appropriate action. In addition, if you want to review a party that you
escalated, you can do so and change the status to Not A Match or Verified Match.
STEPS TO ENABLE
Direct access to product classification data without having to navigate to the item first
Support for lifetime events, which enables you to set up automation agents. For example, you can
create an automation agent to list to when the product classification data on an item is modified and
notify a user.
Ability to create an Item Workbench so that you can view and manage product classification data and
other information for a particular item
Trigger actions such as Approve Item Classifications and Decline Item Classifications for a specific
product classification type/code combination on an item
The same data that is available on the product classification grid in the Item is also available in the Item
Classification Manager. Moreover, new fields have been added including support for flex fields. The fields
include:
Item Classification ID
Item ID
Product Classification Type ID
Product Classification Code
Binding Ruling Number
Binding Ruling Effective Date
Tariff Rules of Interpretation ID
Product Classification Status
Expiration Date
Product Classification Notes
Customs Description
Approver Notes
Classification User
Classification Date
Review User
Review Date
Eligibility Screening User
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Eligibility Screening Date
Flex fields
STEPS TO ENABLE
Trigger the Tariff Eligibility Screen action to determine if a particular item origin is eligible for a trade
program
Create workbenches that include item origin data
Trigger workflow via automation agents with an Agent Type = ITEM ORIGIN
STEPS TO ENABLE
Item Origin data can be accessed via the Item Origins manager or via the Item on the Trade Details tab.
New Document - enables you to upload a document to the selected object. You need to choose the
document file you want to upload.
Link - enables you to link a document to the selected object from another object. You need to specify
the document to which you want to link.
Copy - enables you to copy a document to the selected object. You need to specify the document that
you want to copy.
STEPS TO ENABLE
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Customs > Reports
AES Filing
Declaration Customs Commercial Invoice
US NAFTA-Certificate of Origin on Campaign Line
Trade Agreements > Reports
US NAFTA-Certificate of Origin on Campaign Line
Transactions
Transaction Customs Commercial Invoice
License and Registrations
License Assignment Report
STEPS TO ENABLE
Reports continue to be available from the Reports Manager as well as directly within GTM menus.
STEPS TO ENABLE
Remember that when you make changes to your user preference, you need to log out of GTM and log back in
for your changes to take effect.
When you trigger the Approve or Decline Product Classification action on Item, you can specify a Product
Classification Type ID. On the other hand, you can leave this field blank to see all Product Classification Type
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/Code combinations assigned to the Item. When you click OK, GTM displays the product classification
information. Click the checkbox, select the Product Classification Status and enter Approver Notes for the
product classification information you want to approve or decline. Then click OK.
STEPS TO ENABLE
You can also use this saved query in your business monitor so that you can monitor your product
classification templates to ensure they are kept up to date.
STEPS TO ENABLE
VIEW ITEM TEMPLATE AND PRODUCT CLASSIFICATION TEMPLATE USED TO POPULATE ITEM
You can now see the most recent template used to populate information on an item including the Item
Template and the Product Classification Template. GTM saves the most recent item template and product
classification template that was used. The Item Template ID is available as a read-only field on the Item tab
and is populated by the Apply Item Template UI action and agent action. The Product Classification Template
ID is available as a read-only field on the Trade Details tab of the Item and is populated by the Apply Product
Classification Template UI action and agent action.
STEPS TO ENABLE
BINDING RULING DATE AND NUMBER SUPPORT ON ITEM, TRADE TRANSACTION AND
DECLARATION
You can now enter binding ruling date and binding ruling number on various GTM objects to justify the
classification code you are using. You can enter this information on the following objects in GTM:
Lookup Product Classification UI Action and Look Up Classification Agent Action - this existing action
looks up the product classification data on the item and copies it over to the appropriate GTM
70
transactional object. The action has been updated to also copy over the binding ruling date and binding
ruling number. This action is available on the Trade Transaction, Trade Transaction Line, Declaration,
and Declaration Line.
Create/Add to Existing Declarations UI Action and Create Declarations Agent Action - this existing
action is used to create a declaration or add to an existing declaration. The action has been updated to
also copy over the binding ruling date and binding ruling number. This action is available on the Trade
Transaction, Trade Transaction Line, Declaration, and Declaration Line.
Propagate Changes to Declarations UI Action and Agent - this existing action is used to propagate
changes to a declaration. The action has been updated to also copy over the binding ruling date and
binding ruling number. This action is available on the Trade Transaction, Trade Transaction Line,
Declaration, and Declaration Line.
In addition, the integration for Item, Trade Transaction, and Declaration have been updated to include Binding
Ruling Date and Binding Ruling Number.
STEPS TO ENABLE
Item UI Actions
Process Management
You can see the Tariff Rules of Interpretation on the Item in the Trade Details tab. In addition, it has been
added to the Item integration.
STEPS TO ENABLE
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TIPS AND CONSIDERATIONS
GTM ships with the General Rules for the Interpretation of the Harmonized System published by the World
Customs Organization. You can add country-specific rules of interpretation and use them as well. The csv file
that ships with GTM must be loaded during installation.
When you trigger this action, in addition to existing fields, you are now able to specify:
This information is then accessible from within the Item to which you assigned it or via the Item Classification
manager.
STEPS TO ENABLE
Since Tariff Rules of Interpretation are in power data, you will need to create these prior to assigning them to
an item.
CLASSIFY ITEM ACTION INCLUDES TARIFF RULES OF INTERPRETATION AND BINDING RULING
DATA
The existing Classify Item action on Item enables you to walk through research steps and classify your item.
As part of this process, you can now specify the tariff rules of interpretation, binding ruling date, and binding
ruling number that support the classification code being assigned.
When you trigger this action, in addition to classifying your item, you are now able to specify:
This information is then accessible from within the Item to which you assigned it or via the Item Classification
manager.
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STEPS TO ENABLE
Since Tariff Rules of Interpretation are in power data, you will need to create these prior to assigning them to
an item.
When you then trigger the Apply Product Classification Template action on your Item, GTM copies all of the
product classification information into the Product Classifications grid on the Trade Details tab.
STEPS TO ENABLE
This information is then accessible from within the Item to which you assigned it or via the Item Classification
manager.
STEPS TO ENABLE
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TIPS AND CONSIDERATIONS
Since Tariff Rules of Interpretation are in power data, you will need to create these prior to assigning them to
an item.
Item
Product Classification Template
Transaction Line
Declaration Line
For example, if you want to see the HTS EU product classification code on the item finder results and the item
view page, you can use manager layout to create a pseudo-field which will show a specific field on the screen.
You can then use this manager layout with your screensets.
STEPS TO ENABLE
You can configure the user interface using manager layout and screensets to customize your fields to show
as pseudo-fields. Please refer to the OTM How To/Configuration Topic called Configuring the User Interface
for more information.
Starting in 20C, the Verify Classification action will set the TL_PRODUCT_CLASSIFICATION status on the
transaction line and declaration line and update the Required Classification information. The Required
Classification information, manually entering product classification data on the transaction line or declaration,
and updating product classification data via integration will no longer set the TL_PRODUCT_CLASSIFICATION
status or populate the Required Classification information.
Specifically:
When you trigger the Lookup Classification action on the transaction line or declaration line, GTM
copies the existing classification data on an item to the line.
When you trigger the Verify Classification action, GTM clears any existing required classification data
from the line and then looks at the service preference specified on the action to add the updated list of
classification data to the Required Classification grid on the line. It will then set the
TL_PRODUCT_CLASSIFICATION status on the transaction line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is not set on the transaction line or declaration line.
To take advantage of this update, you need to log in as DBA and access Optional Features. Search
for MANAGE STATUS BY VERIFY CLASSIFICATION and make sure to mark the 'Opted In' checkbox.
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If you have not chosen to opt in, the previous functionality will continue to work by default. Specifically:
When you trigger the Lookup Classification action on transaction line or declaration line, GTM copies
the existing classification data on an item to the line and looks at the service preference specified on
the action to add the updated list of classification data to the Required Classification grid. It will then set
the TL_PRODUCT_CLASSIFICATION status on the line.
When you trigger the Verify Classification action on transaction line or declaration line, GTM looks at
the service preference specified on the action to add the updated list of classification data to the
Required Classification grid. It will then set the TL_PRODUCT_CLASSIFICATION status on the line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is set on the transaction line or declaration line.
STEPS TO ENABLE
You can opt in to the new logic by logging in as DBA and accessing Optional Features. By default, you are
using the existing functional but you can use the new functionality by marking 'Opted In' on the
MANAGE STATUS BY VERIFY CLASSIFICATION option.
Starting in 20C, the Verify Classification action will set the TL_PRODUCT_CLASSIFICATION status on the
transaction line and declaration line. Manually entering product classification data on the transaction line or
declaration, and updating product classification data via integration will no longer set the
TL_PRODUCT_CLASSIFICATION status.
Specifically:
When you trigger the Lookup Classification action on the transaction line or declaration line, GTM no
longer updates the TL_PRODUCT_CLASSIFICATION status on the line.
When you trigger the Verify Classification action, GTM sets the TL_PRODUCT_CLASSIFICATION status
on the transaction line and declaration line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is not set on the transaction line or declaration line.
To take advantage of this update, you need to log in as DBA and access Optional Features. Search
for MANAGE STATUS BY VERIFY CLASSIFICATION and make sure to mark the 'Opted In' checkbox.
If you have not chosen to opt in, the previous functionality will continue to work by default. Specifically:
When you trigger the Lookup Classification action on transaction line or declaration line, GTM will set
the TL_PRODUCT_CLASSIFICATION status on the line.
When you trigger the Verify Classification action on transaction line or declaration line, sets the
TL_PRODUCT_CLASSIFICATION status on the line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is set on the transaction line or declaration line.
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STEPS TO ENABLE
You can opt in to the new logic by logging in as DBA and accessing Optional Features. By default, you are
using the existing functional by can use the new functionality by marking 'Opted In' on the MANAGE STATUS
BY VERIFY CLASSIFICATION option.
For more information on the changes to the Lookup Classification action and the Verify Classification
actions, please see the 'Updates to Lookup Classification and Verify Classification Actions on the Line' topic.
When you click the Verify Classification button, GTM displays the Transaction Line - Verify Classifications
page. You can see the Transaction Line ID and Item ID. You can also get the list of required product
classification types and the associated code. If a product classification code is missing, GTM tells you that a
product classification code is missing for a specific type. An Information bar tells you if the Transaction Line
status for classification is complete or incomplete. To get back to your transaction line, click the Back button.
STEPS TO ENABLE
The Verify Classification action will set the TL_PRODUCT_CLASSIFICATION status on the transaction line and
declaration line and update the Required Classification information.
When you trigger the Lookup Classification action on the transaction line or declaration line, GTM
copies the existing classification data on an item to the line.
When you trigger the Verify Classification action, GTM clears any existing required classification data
from the line and then looks at the service preference specified on the action to add the updated list of
classification data to the Required Classification grid on the line. It will then set the
TL_PRODUCT_CLASSIFICATION status on the transaction line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is not set on the transaction line or declaration line.
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To take advantage of this update, you need to log in as DBA and access Optional Features. Search
for MANAGE STATUS BY VERIFY CLASSIFICATION and make sure to mark the 'Opted In' checkbox.
If you have not chosen to opt in, the previous functionality will continue to work by default.
Specifically:
When you trigger the Lookup Classification action on transaction line or declaration line, GTM copies
the existing classification data on an item to the line and looks at the service preference specified on
the action to add the updated list of classification data to the Required Classification grid. It will then set
the TL_PRODUCT_CLASSIFICATION status on the line.
When you trigger the Verify Classification action on transaction line or declaration line, GTM looks at
the service preference specified on the action to add the updated list of classification data to the
Required Classification grid. It will then set the TL_PRODUCT_CLASSIFICATION status on the line.
If product classification data is entered manually on the line or via integration, the
TL_PRODUCT_CLASSIFICATION status is set on the transaction line or declaration line.
STEPS TO ENABLE
1. Go to the Optional Feature UI - Configuration and Administration > Property Management > Optional
Features.
NOTE: Only the DBA.ADMIN user can access and use the Optional Features page.
It is recommended that all Optional Features be reviewed in the update they are delivered.
To review optional features go to the Optional Feature UI - Configuration and Administration > Property
Management > Optional Features.
Version where this optional feature is no longer Optional and becomes a mandatory opt in feature - 21A
TRADE AGREEMENTS
GTM is introducing Trade Agreements as a new area in the product. Trade Agreements and other supporting
information enables you to proactively leverage the trade agreements your business can take advantage of
to reduce duties and taxes. There are many Trade Agreements in effect globally, each with different
parameters but all following a similar structure.
To be able to take advantage of the duties and taxes associated with a Trade Agreement, companies must:
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Collect Certificates of Origin from your suppliers and stored them for future use
Declare the intent to use a trade agreement during the import entry process and send the appropriate
certificates of origin to the local customs agency
Download and store duties, taxes, trade programs and other information from third party data content
providers
Manage trade agreement information
Perform trade agreement eligibility screening and qualification on your items
Create a campaign which enables you to solicit qualification data, documents and other information
from suppliers to support the use of trade programs
Suppliers and other users can respond to a campaign they have received
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Once a document is uploaded against a campaign line, a data configuration can be used to copy the
documents to the item qualification record on an item at the time a campaign and/or campaign line is
approved. This enables you to know that an item origin for a particular supplier has a certificate of origin in
place to use a particular trade agreement.
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CREATE CAMPAIGN ACTION ON TRADING PARTNER ITEM FILTERS ON TRADE AGREEMENT
Additional filtering has been added when you trigger the Create Campaign action on Trading Partner Item.
After you enter your criteria and click the Create Campaign button, GTM filters by the item origins based on
the trading partner item and partner site combination. If you specify the trade agreement when you entered
your criteria, GTM further filters the item origins based on the trade agreement being specified on the trade
programs.
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For example, when you create a campaign, if you specify the Reminder Duration as 7 D (days), GTM will send a
reminder to the partners on the campaign every seven days until the expiration date is reached.
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You can set the Reminder Duration during the Create Campaign action which is available as a manual action
on the Item and Trading Partner Item.
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Campaign Type – specify the type of campaign being created. Since logic configuration is identified in
the campaign type, this required field helps to drive the workflow of the campaign.
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Product Classification Type – specify the product classification type for which you are creating a
campaign.
Campaign Owner Contact – identify the person who is managing the campaign.
Effective and Expiration Date – enables you to specify the start and end dates of a campaign.
Reminder Duration – specify how often the partners or suppliers on the campaign should be notified.
Purpose – enter details regarding the purpose of the campaign.
Trade Agreement – specify if the campaign is to solicit information related to a trade agreement.
Required Documents – specify if the campaign is to solicit specific documents from trading partners.
After you enter your criteria and click the Create Campaign button, GTM filters by the item origins based on
the trading partner item and partner site combination. If you specify the trade agreement when you entered
your criteria, GTM further filters the item origins based on the trade agreement being specified on the trade
programs.
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For items, you can query and select all the items against which you want to run screening for a particular
product classification code. GTM will determine the list of trade programs for each item and display the results
across multiple pages, one page for each item. You can select the trade programs you want to assign and then
move to the next page. Once you click Finish, all of the trade programs selected will be saved against the
appropriate item.
For item origins where you can query and select all the item origins against which you want to run screening
for a particular product classification code. GTM will determine the list of trade programs for each item origin
and display the results across multiple pages, one page for each item origin. You can select the trade
programs you want to assign and then move to the next page. Once you click Finish, all of the trade programs
selected will be saved against the appropriate item origin.
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When you click the Next button, GTM displays all the item origins that meet the criteria you entered. Select the
trade programs you want to assign to your item origin and click Finish.
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NOT STARTED - This is the initial status when you run Tariff Eligibility Screening and assign a trade
program to an item origin.
YES - You can select this option if you determine a trade program is fully qualified.
NO - You can select this option if you determine a trade program is not fully qualified.
Item Origins > Trade Programs on the Trade Details tab of the Item
Trade Programs on the Item Origin
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CAMPAIGN WORKBENCH
GTM ships with a PUBLIC Campaign Administrator Workbench which enables you to manage your
campaigns from one place. The out-of-the-box workbench provides you with the ability to view Open
Campaigns in the top of the workbench. You can run a saved search to view all the campaigns that meet the
criteria you defined.
When you select a campaign in the Open Campaigns section, the bottom table is populated. There are three
tabs available in the bottom pane of the workbench.
Campaign Lines - This tab lists all the campaign lines associated with the selected campaign.
Edit Line Details - For the line selected on the Campaign Lines tab, you can click this tab to edit that
particular campaign line.
Documents - For the line selected on the Campaign Lines tab, you can see all the documents including
certificates associated with the Campaign Line.
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It is recommended that you copy the PUBLIC Campaign Administrator Workbench and modify the copied
version to meet your requirements.
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You can configure the user interface using manager layout and screensets to customize your fields to show
as pseudo-fields. Please refer to the OTM How To/Configuration Topic called Configuring the User Interface
for more information.
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For example, if you have a reference number with a qualifier of SUPPLIER ITEM NUMBER on a campaign line,
you can use manager layout to create a pseudo-field which will show a specific field on the screen for Supplier
Item Number.
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You can configure the user interface using manager layout and screensets to customize your fields to show
as pseudo-fields. Please refer to the OTM How To/Configuration Topic called Configuring the User Interface
for more information.
GTM uses the Trade Program Profile and Savings Threshold defined in the CHECK TARIFF ELIGIBILITY agent
action to narrow down the trade programs that are automatically assigned to your item origin.
GTM determines the list of trade programs to analyze when you specify a trade program profile. Within the
trade program profile, you can check the Compatible checkbox. If the Compatible checkbox is marked, GTM
will analyze the list of trade programs included in the profile to see if any of the trade programs can be
assigned to the item origin on the item. If the Compatible checkbox is not marked, GTM will analyze the list of
trade programs not included in the profile, based on the product classification type defined, to see if any of
the trade programs can be assigned to the item origin on the item.
When you specify a savings threshold, GTM will only consider trade programs where the savings threshold is
exceeded. For example, if you enter a savings threshold of 3%, GTM will only consider trade programs where
the percentage rate is less than the general rate by 3% or more. If the general rate for your product is 10% but
there is a trade program rate of 5%, GTM would consider the trade program since the savings threshold is
exceeded.
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Please see the Trade Program Profile topic for more information.
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When you create an automation agent with an Agent Type = ITEM, you can then specify the Trade Program
Profile on the CHECK TARIFF ELIGIBILITY agent action.
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Please see the Tariff Eligibility Screening via Automation Agent topic for more information.
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performed. You can see this information on the Item Classification Manager or when you edit a row of the
Product Classifications grid on the Item > Trade Details tab.
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CUSTOMS MANAGEMENT
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TRADE PROGRAM FIELD ADDED TO TRADE TRANSACTION LINE AND DECLARATION LINE
There is a new Trade Program field available on the trade transaction line and declaration line. This field
enables you to add the trade program in a specific field instead of remarks. You can populate the trade
program on the line in a variety of ways:
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Use the Lookup Trade Program action
Use a data assignment Compliance Rule to automatically assign the trade program
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NOTE: You have to provide short name of the trade program on the compliance rule to assign it to a
transaction line/declaration line.
When you trigger the Execute Compliance Rules action, if the criteria defined on the compliance rule is met,
GTM will automatically assign the trade program to the line associated with the transaction or declaration.
You can trigger the Execute Compliance Rules action manually on the UI or via an agent action for the
following business objects:
Trade Transaction
Trade Transaction Line
Declaration
Declaration Line
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To implement this feature you will follow the standard steps for setting up a Compliance Rule where the
Control Category = DATA ASSIGNMENT.
Trade Transaction
Trade Transaction Line
Declaration
Declaration Line
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Purchase Orders - provides a view various data including:
Purchase Orders by Month of Import, Importing Country, Transport Mode, on hold, and by
control information
Extended Amount by Month of Import, Importing Country, and Transport Mode
Sales Orders - provides a view various data including:
Sales Orders by Month of Import, Ship To Country, Transport Mode, on hold, and by control
information
Extended Amount by Month of Import, Importing Country, and Transport Mode
Declarations - Exports - provides a view various data including:
Export declarations by month of export and declaration type
Export declaration lines by month of export and declaration type
Extended Amount by month of export and declaration type
Cost Breakdown by month of export and declaration type
Declarations - Imports - provides a view various data including:
Import declarations by month of import and declaration type
Import declaration lines by month of import and declaration type
Extended Amount by month of import and declaration type
Cost Breakdown by month of import and declaration type
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There are additional columns available in the Global Trade Intelligence product which enables you to create
ad-hoc reports based on Order Date. The new date-based dimensions are:
Trade Transaction Analysis > Trade Transaction Order Date Period Dimensions: Order Date Period
Dimensions enable you to create reports based on the ordered date on trade transactions.
Trade Transaction Line Analysis > Trade Transaction Line Order Date Period Dimensions: Order Date
Period Dimensions enable you to create reports based on the ordered date on trade transaction lines.
Declaration Analysis > Declaration Order Date Period Dimensions: Order Date Period Dimensions
enable you to create reports based on the ordered date on declarations.
Declaration Line Analysis > Declaration Line Order Date Period Dimensions: Order Date Period
Dimensions enable you to create reports based on the ordered date on declaration lines.
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---
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