OTM Exercise

The multi-stop shipment travels from the Phoenix, Arizona, USA distribution center to San Diego,
California, USA and Los Angeles, California, USA.
The Phoenix Corporation in Phoenix, Arizona, USA is the site of the new OTM installation. Phoenix
Corporation delivers all types of products to mass merchandisers. Among those merchandisers are the
chain The General Store with outlets in San Diego, California, USA and Los Angeles, California, USA.
Shipments can be transported by either the Big Texan or Antelope Line truckload carrier or by the less-
than-truckload carrier Longhorn Trucking.
Exercise 1: Creating Locations
Create following locations:
 PHOENIX DC (distribution center in Phoenix, Arizona which serves as the source location)
 PHOENIX CORP
 SAN DIEGO STORE (destination location)
 GENERAL STORE INC
 LOS ANGELES STORE (destination location)
 GENERAL STORE INC
Navigation – OTM > Transportation Planning and Execution > Location Management > Location
Manager
Field Enter This Data…
Location ID PHOENIX DC
Location Name PHOENIX DC
Corporation ID PHOENIX CORP (create new)
Corporation Name PHOENIX CORPORATION
Address Lines 123 MAIN STREET
City PHOENIX
Province Code AZ
Postal Code 85004
Country Code USA
Location Role SHIPFROM/SHIPTO
Fixed Stop Time 1 H (hours)

Location ID SAN DIEGO STORE
Corporation ID GENERAL STORE INC (create new)
Address Lines 1000 OAK LANE, SAN DIEGO, CA, 92101

USA
Fixed Stop Time 30 M (minutes)
Name MIRANDA MICHAELS
Comm Method Message Center with a Rank of 1
Field Enter this Data…
Location ID LOS ANGELES STORE
Corporation ID GENERAL STORE INC
Address 2100 WILSHIRE BLVD., LOS ANGELES, CA

90043 USA
Fixed Stop Time 30 M (minutes)
End of activity
Exercise 2: Creating Service Providers
Create Service providers:
 Longhorn LTL
 Big Texan Trucking (TL carrier)
 Antelope Lines (TL carrier)
Navigation – OTM > Contract and Rate Management > Service Provider Management >
Service Provider Manager
Create the LON9 service provider.
Service Provider ID LON9
Service Provider Name LONGHORN LTL
Corporation ID LONGHORN LTL TRUCKING CORP (create

new)
Mode Profile LTL
Country Code USA
Time Zone America/Phoenix
Communication Method MESSAGE CENTER
Create the BTT9 service provider.
Service Provider ID BTT9
Service Provider Name BIG TEXAN TRUCKING
Corporation ID BIG TEXAN TRUCKING (create new)
Mode Profile TL
Country Code USA

Rank 1
Response Time 2H
Communication Method MANUAL
Rank 2
Response Time 2H
Create the ATL9 service provider.
Service Provider ID ATL9
Service Provider Name ANTELOPE LINE
Corporation ID ANTELOPE LINE INC (create new)
Mode Profile TL
Country Code USA
End of activity.
Exercise 3: Creating & Adding a Calendar
Create a calendar named 6AM TO 9PM for Los Angeles Store location
Navigation - OTM > Transportation Planning and Execution > Power Data > Calendar >
Calendar Definitions
Calendar ID 6AM TO 9PM
Calendar Notes 6AM TO 9PM 7 DAYS
I would like this calendar’s Selected

cycle to be days long
Day text field 1
Previous Monday
Day 1
Start Time 6AM and :00
End Time 9PM and :00
Activity RECEIVE
Perform Selected
Override Name CHRISTMAS
Start Date upcoming December 25
Start Time Midnight
End Time Midnight
Activity CLOSED
Perform selected
Add the calendar to a location.

Add the 6AM TO 9PM calendar to the Los Angeles Store location.
Navigation - OTM > Transportation Planning and Execution > Location Management > Location
Manager > Location
Location ID LOS ANGELES STORE
Roles tab
Create the 4AM TO 11PM calendar for a service provider.
Calendar Notes 4AM TO 11PM 7 DAYS
I would like this calendar’s Selected

cycle to be days long
Day text field 7
Previous Monday
Day 1
Activity OFFICEHOURS and perform
Day 2
Day 3

Day 4
Day 5
Day 6
Start Time MIDNIGHT
End Time MIDNIGHT
Activity CLOSED and perform
Day 7
Start Time MIDNIGHT
End Time MIDNIGHT
Activity CLOSED and perform
Assign the just created calendars to service providers
Navigation - OTM > Contract and Rate Management > Service Provider Management >
Service Provider Manager
Add the following information to the two service providers.
Service Provider ID ATL9
Details For the com method of MESSAGE CENTER, the

Response time is 2 hours and the calendar is
4AM to 11PM
Details Calendar is 4AM to 11PM for both

communication methods.
End of activity.
Exercise 4: Setting up External Systems
Navigation – OTM > Business Process Automation > Communication Management > External Systems
External System ID ACCOUNTS PAYABLE
For HTTP: http://www.AP.com
External System ID ACCOUNTS RECEIVABLE
For HTTP: http://www.AR.com
End of activity.
Exercise 5: Setting up Contacts
Configure the following contacts:
 Contacts
 SD PLANNER
 PHOENIX DC PLANNER
Navigation - OTM > Business Process Automation > Communication Management > Contact
Create the SD PLANNER contact.
Contact ID SD PLANNER
Name MIRANDA MICHAELS
Comm Method MESSAGE CENTER
Com Method ID MANUAL
Create the PHOENIX DC PLANNER contact.
Contact ID PHOENIX DC PLANNER
First Name MARK
Last Name JONES
Language Spoken English
Comm Method MESSAGE CENTER
Com Method ID MANUAL

End of activity.
Exercise 6: Creating Ship Unit Specifications
Create a ship unit specification named:
 BULK
 LARGE BOX
 SMALL BOX
 4X4 PALLET
 CAN
Navigation - OTM > Asset Management > Power Data > General> Ship Unit Specifications
Create a ship unit specification named BULK
Ship Unit Spec ID BULK
Unit Type Both
In/On/Max In
Tare Weight 1.0 LB
Effective Volume 1.5 CU FT
Length per Ship Unit 1.5 FT
Width per Ship Unit 1.0 FT
Height per Ship Unit 1.0 FT
Create a ship unit specification named LARGE BOX using
Ship Unit Spec ID LARGE BOX
Unit Type Both
In/On/Max In
Tare Weight 1.0 LB
Length per Ship Unit 2.0 FT

Width per Ship Unit 2.0 FT
Height per Ship Unit 2.0 FT
Create a ship unit specification named SMALL BOX
Ship Unit Spec ID SMALL BOX
Unit Type Both
In/On/Max In
Tare Weight 1.0 LB
Length 1.0 FT
Width 1.0 FT
Height 1.0 FT
Create a ship unit specification named 4X4 PALLET
Ship Unit Spec ID 4X4 PALLET
Unit Type Both
In/On/Max On
Tare Weight 30.0 LB
Length 4.0 FT
Width 4.0 FT
Height 0.5 FT
Create a ship unit specification named CAN using the details provided in the table.

Ship Unit Spec ID CAN
Unit Type Packaging Unit
In/On/Max In
Tare Weight 75.0 LB
Length 0.21 FT
Width 0.21 FT
Height 0. 42 FT
End of activity.
Exercise 7: Adding an NMFC Class Code
Create an NMFC class code of 60.0:
Navigation - OTM > Order Management > Power Data > Item Classifications > NMFC Class Codes
NMFC Class ID 60.0
NMFC Class Name 60.0
Domain Name PUBLIC
End of activity.
Exercise 8: Creating Commodity & Item
Create a commodity of AUTOMOTIVE PARTS
Navigation - OTM > Order Management > Material Management > Commodity
Commodity ID AUTOMOTIVE PARTS
Commodity Incompatibilities SNACK FOOD
Create an item of MOTOR OIL
Navigation - OTM > Order Management > Material Management > Item
Item ID MOTOR OIL
Commodity ID AUTOMOTIVE PARTS
Packaging Unit LARGE BOX
Inner Pack Packaging Unit CAN
Inner Pack Count 6
End of activity.
Exercise 9: Creating an Equipment Group & Equipment Group Profiles
Create the 48FT TRAILER equipment group
Navigation - OTM > Asset Management > Equipment Group Management > Equipment Group
Equipment Group ID 48FT TRAILER
Effective Volume 3576 CU FT
Effective Weight 48000 LB
Length 47.50 FT
Width 8.25 FT
Height 9.25 FT
Creating an Equipment Group Profiles - 48FT TRAILERS COMPAT
Navigation - OTM > Asset Management > Equipment Group Management > Equipment Group Profile
Equipment Group Profile ID 48FT TRAILERS COMPAT
Compatible Marked
Equipment Group ID 48FT TRAILER (from previous exercise)
End of activity.
Exercise 9: Setting Up Financial Rules for a Match Pay Process
Setup the following financial rules and profiles:
 Create match rule and match rule profile
 Assign the match rule profile to your truckload service provider
 Create auto approve rule and auto approve rule profile
 Assign the auto approve rule profile to your truckload service provider
Create a match rule named STANDARD RULE.
Navigation – OTM > Financials > Payment Rule Management > Match Rule
Match Rule ID STANDARD RULE
Match Rule Description DEFAULT RULE FOR NON

CONSOLIDATED INVOICES
Consolidation Rule Type STANDARD
Exact Match Selected
Match One or More Selected
Shipment Refnum Qual ID BM
Creating a Match Rule Profile named DEFAULT RULE PROFILE
Navigation - OTM > Financials > Payment Rule Management > Match Rule Profile
Match Rule Profile ID DEFAULT RULE PROFILE
Match Rule Profile DEFAULT PROFILE FOR INVOICES

Description
Match Rule ID STANDARD RULE
Create an auto approve rule named DEFAULT APPROVAL.

Navigation - OTM > Financials > Payment Rule Management > Auto Approve Rule
Auto Approve Rule ID DEFAULT APPROVAL
Description DEFAULT APPROVE RULE
Apply Cost Approval Rule Checked

checkbox
Percent Above Cost Default 1
Percent Below Cost Default 1
Consolidation Rule Type BOTH
Create an auto approve rule profile named DEFAULT APPROVAL PROFILE.
Navigation - OTM > Financials > Payment Rule Management > Auto Approve Rule Profile
Auto Approve Rule Profile ID DEFAULT APPROVAL PROFILE
Description DEFAULT PROFILE FOR INVOICES
Auto Approve Rule ID DEFAULT APPROVAL
Create an allocation rule named ALLOC RULE.
Navigation - OTM > Financials > Allocation Rule Management > Allocation Rule
Allocation Rule ID ALLOC RULE
Order checkbox Selected
Line checkbox Selected
Consolidated Invoice BY LINE ITEM

Allocation Type
Planning Basis LINE
Planning Metric WEIGHT
Planning/Percent 100
Planning Basis ORDER
Planning Metric WEIGHT
Planning/Percent 100
Voucher Basis LINE
Voucher Metric WEIGHT
Voucher /Percent 100
Voucher Basis ORDER
Voucher Metric WEIGHT
Voucher /Percent 100
Customer Bill Basis LINE
Customer Bill Metric WEIGHT
Customer Bill /Percent 100
Customer Bill Basis ORDER
Customer Bill Metric WEIGHT
Customer Bill /Percent 100
Create an allocation rule profile named ALLOC RULE PROFILE
Navigation - OTM > Financials > Allocation Rule Management > Allocation Rule Profile
Allocation Rule Profile ID ALLOC RULE PROFILE
Allocation Rule ID ALLOC RULE
Attach the rule profiles to the carrier ATL9.
Navigation -OT M > Contract and Rate Management > Service Provider Management > Service Provider
Manager
Service Provider ID ATL9 (already exists)

Allocation Rule Profile ID ALLOC RULE PROFILE
Auto Approve Rule Profile ID DEFAULT APPROVAL PROFILE
Match Rule Profile ID DEFAULT RULE PROFILE
End of activity.
Exercise 10: Creating Distances
Create a lane and distance for:
 Arizona to California
 Arizona to San Diego
 San Diego to Los Angeles
 Los Angeles to San Diego
Navigation - OTM > Transportation Planning and Execution > Power Data > Geography > Distance
Lane ID AZ-CA (create new)
Source Geo Hierarchy STATE/PROVINCE
Destination Geo Hierarchy STATE/PROVINCE
Source Province Code AZ
Destination Province Code CA
Rate Distance ID Lookup Only
Value 383 MI
Create a lane and distance for AZ-SD.
Lane ID AZ-SD (create new)
Destination Geo Hierarchy CITY
Source Province Code AZ
Destination City SAN DIEGO
Destination Country Code USA

Value 355 MI
Create a lane and distance for SD-LA
Lane ID SD LA (create new)
Source Geo Hierarchy CITY
Source City SAN DIEGO
Source Province Code CA
Source Country Code USA
Destination City LOS ANGELES
Value 120 MI
Create a lane and distance for LA-SD.
Lane ID LA SD (create new)
Source Geo Hierarchy CITY
Source City LOS ANGELES
Source Province Code CA
Source Country Code USA
Destination City SAN DIEGO

Value 120 MI
End of activity.
Exercise 11: Creating a Rate Service
Create the TL AZ CA rate service
Navigation - OTM > Contract and Rate Management > Contract Management > Rate Service
Rate Service ID TL AZ CA
Rate Service Type LOOKUP
Lane ID 850-921 (create new)
Source Geo Hierarchy USZIP3
Destination Geo Hierarchy USZIP3
Postal Code 850
Postal Code 921
Service Time 3D
Create the SIMULATION TL rate service3
Rate Service ID SIMULATION TL
Rate Service Type SIMULATION
Distance 10 MI
Speed 20 MPH
Distance 100 MI
Speed 45 MPH
Distance 1000 MI
Speed 55 MPH
End of activity.
Exercise 12: Creating Rate Version
Create the UNTIL 2010 rate version
Navigation - OTM > Contract and Rate Management > Power Data > Contracts > Rate Version
Rate Version ID UNTIL 2010
Effective Date
Expiration Date
End of activity.
Exercise 13: Creating TL Rate Offerings
Create the truckload or TL rate offering named ATL9 TL
Navigation - OTM > Contract and Rate Management > Contract Management > Rate Offering
Rate Offering ID ATL9 TL
Offering Type TL
Service Provider ID ATL9 (from previous exercise)
Transport Mode TL
Perspective Buy
Version UNTIL 2010
Stops Included In Rate 2
Total All Stops 3
Pickup Stops 1
Delivery Stops 2
Low Stops 1
High Stops 1
Per Stop Charge 100.00 USD
Rate Distance ID LOOKUP ONLY
Create the truckload or TL rate offering named BTT9 TL.
Rate Offering ID BTT9 TL
Offering Type TL
Transport Mode TL
Perspective Buy
Version UNTIL 2010 (already exists)
Stops Included In Rate 2
Total All Stops 4
Pickup Stops 1
Delivery Stops 3
Low Stops 1
High Stops 1
Low Stops 2
High Stops 2
Rate Distance ID LOOKUP ONLY
End of activity.
Exercise 14: Creating TL Rate Records
Create the truckload or TL rate record named ATL9 850-CA
Navigation - OTM > Contract and Rate Management > Contract Management > Rate Record
Rate Offering ID ATL9 TL
Rate Record ID ATL9 850-CA
Source Geo Hierarchy USZIP3
Source Geography Postal Code 850
Destination Geography CA
Province Code
Amount 550.00 USD
Basis Shipment
Create the truckload or TL rate record named BTT9 AZ-CA
Rate Offering ID BTT9 TL
Rate Record ID BTT9 AZ-CA
Source Geography Postal Code AZ
Province Code
Amount 600.00 USD
Basis Shipment
End of activity.
Exercise 15: Create Itinerary
Create a multi-stop itinerary named AZ-CA MULTISTOP
Navigation – OTM > Transportation Planning and Execution > Itinerary Management > Itinerary
Manager
Itinerary ID AZ-CA MULTISTOP
Perspective Buy
Itinerary Type Active
Multi-Stop Itinerary Selected
Source Geography Province AZ

Code
Province Code
New Leg
Sequence Number 1
Primary Selected
Equipment Assignment Type Optimize Equipment
Mode Profile ID LAND
Equipment Group Profile ID 48FT TRAILERS COMPAT
End of activity.
Exercise 16: Creating Order Base
Create the MULTISTOP3 order base
Navigation – OTM > Order Management > Purchase Order > Order Base
Order Base ID MULTISTOP3
Reference Number 54323
Reference Number Qualifier PO
Line Item checkbox Marked
Packaged Item ID MOTOR OIL (previously created)
Total Package Count 500
Transport Handling Unit 4X4 PALLET
Source Location PHOENIX DC (previously created)
Destination Location SAN DIEGO STORE
Shippable Marked
Net Weight 4000 LB
Net Volume 200 CU FT
Involved Party Contact (on the PHOENIX DC PLANNER

Involved Parties tab)
Communication Method BY CONTACT
Involved Party Qualifier LOGISTICS
End of activity.

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OTM Exercise

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The multi-stop shipment travels from the Phoenix, Arizona, USA distribution center to San Diego,

California, USA and Los Angeles, California, USA.

Create following locations:

 SAN DIEGO STORE (destination location)

 GENERAL STORE INC

 LOS ANGELES STORE (destination location)

 GENERAL STORE INC

Field Enter This Data…

Location Name PHOENIX DC

Corporation ID PHOENIX CORP (create new)

Corporation Name PHOENIX CORPORATION

Address Lines 123 MAIN STREET

Postal Code 85004

Country Code USA

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 1 H (hours)

Field Enter This Data…

Corporation ID GENERAL STORE INC (create new)

Address Lines 1000 OAK LANE, SAN DIEGO, CA, 92101

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 30 M (minutes)

Name MIRANDA MICHAELS

Comm Method Message Center with a Rank of 1

Field Enter this Data…

Location ID LOS ANGELES STORE

Corporation ID GENERAL STORE INC

Address 2100 WILSHIRE BLVD., LOS ANGELES, CA

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 30 M (minutes)

Create Service providers:

 Big Texan Trucking (TL carrier)

 Antelope Lines (TL carrier)

Create the LON9 service provider.

Field Enter This Data…

Service Provider ID LON9

Service Provider Name LONGHORN LTL

Corporation ID LONGHORN LTL TRUCKING CORP (create

Mode Profile LTL

Country Code USA

Time Zone America/Phoenix

Communication Method MESSAGE CENTER

Create the BTT9 service provider.

Field Enter This Data…

Service Provider ID BTT9

Service Provider Name BIG TEXAN TRUCKING

Corporation ID BIG TEXAN TRUCKING (create new)

Country Code USA

Time Zone America/Phoenix

Communication Method MESSAGE CENTER

Communication Method MANUAL

Create the ATL9 service provider.

Field Enter this Data…

Service Provider ID ATL9

Service Provider Name ANTELOPE LINE

Corporation ID ANTELOPE LINE INC (create new)

Country Code USA

Time Zone America/Phoenix

Communication Method MESSAGE CENTER

Field Enter This Data…

Calendar ID 6AM TO 9PM

Calendar Notes 6AM TO 9PM 7 DAYS

I would like this calendar’s Selected

Day text field 1

Start Time 6AM and :00