OTM 5.5 - Core Competence Volume 1

OTM 5.
5 Core Competence
Volume 1 - Student Guide
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D22232GC20
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Edition 2.0
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July 2006
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D46371
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Copyright © Oracle Corporation, 2006. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in
Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or
criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
“Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find any problems in the documentation, please report
them in writing to Worldwide Education Services, Oracle Corporation, 500Oracle Parkway, Box SB-6, Redwood Shores, CA 94065.
Oracle Corporation does not warrant that this document is error-free.
Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.
Authors
Chris Hugosson and Julie Poindexter
Technical Contributors and Reviewers
Sheryl Slopey, Sundar Arunapuram, Dan Filetti and Ruijin Qi
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Oracle Tutor
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Table of Contents
INTRODUCTION ...........................................................................................................................................1-1
OTM NAVIGATION ......................................................................................................................................2-1

Add and Retreive OTM Data .........................................................................................................................3-1
User Favorites ..................................................................................................................................................4-1
OTM Preferences.............................................................................................................................................5-1
OTM Themes ...................................................................................................................................................6-1
SCENARIO: BUILD, EXECUTE AND SETTLE A SHIPMENT..............................................................7-1

Simple Orders ..................................................................................................................................................8-1
OTM Status......................................................................................................................................................9-1
Explanations.....................................................................................................................................................10-1
Build Shipment ................................................................................................................................................11-1
Shipment Modifications - Manual..................................................................................................................12-1
Tendering Process............................................................................................................................................13-1
Shipment Events ..............................................................................................................................................14-1
Visibility............................................................................................................................................................15-1
Freight Settlement ...........................................................................................................................................16-1
SCENARIO: CONFIGURE OTM, BUILD, TENDER AND SETTLE A MULTI-STOP SHIPMENT..17-1
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Locations and Corporations ...........................................................................................................................18-1
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Calendars..........................................................................................................................................................19-1
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Contacts ............................................................................................................................................................20-1
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Commodities and Items...................................................................................................................................21-1
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Equipment ........................................................................................................................................................22-1
Service Providers .............................................................................................................................................23-1
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Contact Notification ........................................................................................................................................24-1
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Automation Agents ..........................................................................................................................................25-1
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Financial Rules for Service Providers............................................................................................................26-1
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Rate Manager...................................................................................................................................................27-1
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Rate Distance ...................................................................................................................................................28-1
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Rate Service......................................................................................................................................................29-1
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Rate Offering and Stop-off Charges ..............................................................................................................30-1
Rate Record......................................................................................................................................................31-1
Rate Quality and Rate Preference..................................................................................................................32-1
OTM 5.5 Core Competence Table of Contents

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Rate Query .......................................................................................................................................................33-1
Less Than Truckload Rates ............................................................................................................................34-1
Itineraries .........................................................................................................................................................35-1
Order Bases......................................................................................................................................................36-1
OTM Status......................................................................................................................................................37-1
Bulk Planning...................................................................................................................................................38-1
Shipment Modifications and Tendering ........................................................................................................39-1
Verify Match-Pay Process and Voucher Creation........................................................................................40-1
CASE STUDY: CREATING AND TENDERING A MULTI-LEG SHIPMENT .....................................41-1
SCENARIO: BUILD A MULTI-LEG SHIPMENT .....................................................................................42-1

Public Locations...............................................................................................................................................43-1
Commodities and Items...................................................................................................................................44-1
Equipment ........................................................................................................................................................45-1
Truckload Rates...............................................................................................................................................46-1
Vessel Rates......................................................................................................................................................47-1
Accessorials and Special Services...................................................................................................................48-1
Rail Rates .........................................................................................................................................................49-1
Rate Query .......................................................................................................................................................50-1
Multi-leg Itineraries ........................................................................................................................................51-1
Rate Query with Itinerary ..............................................................................................................................52-1
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Automatic Assignment of Data.......................................................................................................................53-1
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Order Releases .................................................................................................................................................54-1
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Audit Data ........................................................................................................................................................55-1
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Workspaces ......................................................................................................................................................56-1
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Multi-leg Shipment ..........................................................................................................................................57-1
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CASE STUDY: CREATING A MULTI-LEG SHIPMENT ........................................................................58-1
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SCENARIO: PROVINCIAL AND EUROPEAN VAT................................................................................59-1
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VAT Overview .................................................................................................................................................60-1
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Configuration for Provincial VAT .................................................................................................................61-1
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Configuration for European VAT..................................................................................................................62-1
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SCENARIO: MULTI-LEG SHIPMENT USING A DECONSOLIDATION POOL
AND APPOINTMENTS .................................................................................................................................63-1
Locations and Regions.....................................................................................................................................64-1
Location Resources..........................................................................................................................................65-1
Rates .................................................................................................................................................................66-1
Multi-stop Itinerary.........................................................................................................................................67-1
Order Releases .................................................................................................................................................68-1
Bulk Planning...................................................................................................................................................69-1
Managing Dock Scheduling ............................................................................................................................70-1
SCENARIO: PRE-SCHEDULED MILK RUNS..........................................................................................71-1

Setting Up Trips...............................................................................................................................................72-1
Working With Trips........................................................................................................................................73-1
APPENDIX: LOG FILES...............................................................................................................................74-1

APPENDIX: CSV FILES................................................................................................................................75-1
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• Understand the transport process of your company.
• Basic knowledge of transportation and logistics processes.
Prerequisites
• There are no prerequisites for this course.
How This Course Is Organized
OTM 5.5 Core Competence is an instructor-led course featuring lectures and demonstrations.
Hands-on exercises reinforce the concepts and skills introduced.
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Related Publications
Additional Publications
• OTM 5.5 Administration Guide
• OTM 5.5 Branding Guide
• OTM 5.5 Data Management Guide
• OTM 5.5 Integration Guide
• OTM 5.5 Structural Changes
• OTM 5.5 Technical Architecture
• OTM 5.5 XML Interface Changes
• OTM 5.5 Release Notes
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Typographic Conventions
Typographic Conventions Within Text
Convention Object or Term Example
Uppercase Commands, Use the SELECT command to view information
functions, column stored in the LAST_NAME column of the EMP
names, table names, table.
schemas
Initial cap Triggers, windows, Assign a When-Validate-Item trigger to the
check boxes, buttons ORD block.
Open the Master Schedule window.
Select the Can’t Delete Card check box.
Click the Executable button.
Lead cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Titles of books and For further information, see Oracle7 Server SQL
courses, emphasized Language Reference Manual.
words and phrases, Do not save changes to the database.
variables
Enter user_id@us.oracle.com, where
user_id is the name of the user.
Bold italic Term that is defined The algorithm inserts the new key.
in a glossary (used
only if there is a
glossary)
Courier, case Filenames, directory Filename: Locate the init.ora file.
sensitive (default is names, pathnames, Pathname: Open c:\my_docs\projects
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lowercase) URLs, usernames, first.
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user input, code
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output URL: Go to the URL:
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http://www.oracle.com
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Password: Use tiger as your password.
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Username: Log on as scott.
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User input: Enter 300.
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Code output: The following
ern statement is displayed:
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debug.seti('I',300);
Quotation marks
In Lesson and chapter This subject is covered in Unit II, Lesson 3,
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titles in cross- “Working with Objects.”
cl references, interface Select “Include a reusable module component”
ra elements with long and click Finish.
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names that have only
Use the “WHERE clause of query” property.
lead caps
Arrow Menu path Select File>Save.
Brackets Keycaps Press [Enter].

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Plus signs Key combinations Press and hold keys simultaneously:
[Control]+[Alternate]+[Delete]
Commas
Key sequences Press and release keys one at a time: [Alternate],
[F], [D]
Typographic Conventions Within Code

Convention Code Example
Uppercase SQL commands SELECT userid
and functions FROM emp;
Initial cap Oracle Forms Form module: ORD
triggers Trigger level: S_ITEM.QUANTITY item
Trigger name When-Validate-Item
Lowercase Column names, OG_ACTIVATE_LAYER
table names, (OG_GET_LAYER ('prod_pie_layer'))
filenames, PL/ SQL
objects
SELECT last_name
FROM s_emp;
DROP USER scott
IDENTIFIED BY tiger;
Italic, lowercase
Syntax variables CREATE ROLE role
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INTRODUCTION
Chapter 1
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INTRODUCTION
Chapter 1 - Page 1
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INTRODUCTION
Chapter 1 - Page 2
Introduction
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INTRODUCTION
Chapter 1 - Page 3
OTM 5.5 Core Competence Course Overview
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INTRODUCTION
Chapter 1 - Page 4
Course Flow
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Course Flow
bands, you become familiar with OTM.

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Four bands organize the course and your work in OTM. As you become familiar with these
The Bands
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The bands are:
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• Business Modeling where you define data in OTM to model the business process of orders
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and shipments in your company.
• Order Management where you create orders.
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• Transport Planning where you build shipments and handle statuses of related business
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objects.
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• Shipment Execution where you tender shipments, move shipments to their final
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destinations, inform involved parties of current status, and settle financial procedures.
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The Lessons
Each band contains a number of lessons. Every lesson includes:
• Learning objectives
• Discussion to give you an understanding of OTM concepts
INTRODUCTION
Chapter 1 - Page 5
• Demonstration for you to see OTM while learning
• Practices for you to practice what you learned
• Summary questions to verify what you learned
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INTRODUCTION
Chapter 1 - Page 6
Oracle Transportation Management Overview
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INTRODUCTION
Chapter 1 - Page 7
What is OTM?
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What is OTM?
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OTM, or Oracle Transportation Management, enables organizations to meet their customer
service and logistics objectives by managing all orders and shipments, both domestic and
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international, as a single, integrated global logistics business process across the multi-
enterprise supply chain.
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INTRODUCTION
Chapter 1 - Page 8
What is OTM from a Technical Standpoint?
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INTRODUCTION
Chapter 1 - Page 9
User Access
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OTM’s global, multi-domain data model enables multiple customers secure access to their
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individual information.
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User access is granted through the use of a User Role. A User Role controls the data each user
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can access as well as functional security for that user within OTM. With the appropriate setup,
a user can toggle between multiple roles without logging in and out of OTM.
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INTRODUCTION
Chapter 1 - Page 10
Buy vs. Sell Shipments
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Buy vs. Sell Shipments
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• Buy shipment: Oracle client ABC Wholesalers tenders freight to Carrier XYZ. Carrier
XYZ then bills ABC Wholesalers for the service of moving the freight.
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• Sell shipment: Oracle client 123 3PL plans the transportation for Shipper 456 and then
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bills Shipper 456 for planning the movement of their freight.
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Because of these two types of shipments, often you need to define whether a rate, for example,
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is a Buy perspective or a Sell perspective. Rates that are buy perspective are used for creating
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buy shipments, whereas rates that are a sell perspective are used for billing purposes.
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It is only who is buying or selling transportation services that matter. E.g., As a shipper, you
can sell goods on a buy shipment.
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INTRODUCTION
Chapter 1 - Page 11
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INTRODUCTION
Chapter 1 - Page 12
OTM NAVIGATION
Chapter 2
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OTM NAVIGATION
Chapter 2 - Page 1
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OTM NAVIGATION
Chapter 2 - Page 2
OTM Navigation
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OTM NAVIGATION
Chapter 2 - Page 3
Objectives
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OTM NAVIGATION
Chapter 2 - Page 4
OTM Domains
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OTM Domains
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Within the database, OTM consists of one or more client defined domains. The domains share
the database tables, but the domains own the rows. This defines each domain’s access.
Different users can see and use different data. For example,
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• Service provider A can only see their rates and shipments.
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• The supplier domain can only see their purchase orders.
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OTM NAVIGATION
Chapter 2 - Page 5
Public Domain
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Public Domain
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Often the public domain contains general information, such as currencies and country codes.
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When installing OTM, certain information is always installed into the public domain, other
information can optionally be installed, but you can also add your own specific information.
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This means that the public data you see in this class might not be available as public data in
your installation of OTM.
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OTM NAVIGATION
Chapter 2 - Page 6
Examples of Domains
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What Domains to Create
types of users.
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You set up domains to meet your business needs. For example, you may define domains by
• Service provider domain

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• Sales domain
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• Supplier domain
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OTM NAVIGATION
Chapter 2 - Page 7
Child Domains
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Child Domains
can see all child data but not vice versa.

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You can define what access a subdomain has to the parent domain. By default, a parent domain
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When domains are created, you can specify the amount of default data to be copied to the new
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domain. In a standalone domain, OTM copies all of the default data to that domain. In a
reference domain, the default data is not copied; OTM points to an existing standalone domain
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OTM NAVIGATION
Chapter 2 - Page 8
Log Into OTM
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Log Into OTM
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To log into OTM, you need a combination of a user name and a password. The login
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requirements can be customized to meet your business needs.
Requirement options for login include:
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• User password expiration
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• Warning period to alert user the password is about to expire
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• History of already used passwords that cannot be re-used
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• A lockout duration when a user exceeds the maximum number of login attempts
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• Number of days to allow a login to be dormant before expiring the user account
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• Login history to keep track of when a user logs in or attempts to log in to OTM
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• Rules that define the content of a password
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• You can also use a nickname to log into OTM as an alternate user ID
OTM NAVIGATION
Chapter 2 - Page 9
Demo Overview: Logging Into and Navigating in OTM
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OTM NAVIGATION
Chapter 2 - Page 10
Guided Demonstration - Logging in and Navigating OTM
Logging In
To log into OTM, you need a user name and a password:
1. Open a browser.
2. Go to the URL provided by the instructor.
3. Enter your User Name.
The format of your User Name is DOMAIN.USER. You can also define nicknames for each
user.
4. Enter the Password.
Mark Remember Me if you want to bypass entering your user name or password; the Logon
page is skipped each time that you launch OTM from your computer. This can be turned on
or off by your system administrator.
5. Click the Login button.
6. Click the OTM icon to toggle the main menu on and off.
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OTM NAVIGATION
Chapter 2 - Page 11
Displays the user you are Toggles the Ask
Toggles the logged in as and what OTM toolbar on
main menu version of OTM you are and off.
on and off. using.
The main menu.
7. Click the down arrow to turn the Ask OTM toolbar off.
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The Ask OTM toolbar provides quick access to certain information, such as rates and
locations.
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8. Click the down arrow to turn the Ask OTM toolbar on.
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9. Click the i (information) button.
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OTM displays information such as user, version, URL, and database.
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10. Close the OTM Information window.
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11. Click the ? button and show help.
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? is the OTM on-line documentation.
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12. Close the on-line help.
13. Click the x (close) button to log out of OTM.
OTM logs you out but gives you the option to log in again.
OTM NAVIGATION
Chapter 2 - Page 12
14. Log back into OTM.
• The message center is a centralized message board that displays messages when specific
events occur.
Using On-line Help
15. In the main menu, click Help.
OTM displays the OTM Documentation page. There are four tabs in the left pane: Contents,
Index, Search, and Glossary. The Contents tab lists menu options and specific features of
OTM.
16. In the help window, click Transportation Planning and Execution > Planning Results >
Shipment Planning > Bulk Plan Details.
OTM Help displays an overview of Bulk Plan Details.
17. Scroll through the text and click on the hypertext Planning Parameters.
The right hand pane now displays planning parameter set information.
18. Click the Index tab.
19. Enter calendar in the text field.
Click on the word calendars and the sub-entries. Only topics that have a keyword or sub-
keyword of calendars are found.
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20. Click the Search tab.
21. Type calendar in the text field and hit [Enter].

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OTM displays a list of those help pages containing the word calendar.
22. Click the Glossary tab.

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OTM displays a glossary of OTM and transportation-related terms.
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23. Click the Hide Contents icon in the upper right of a help topic.
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The left pane is hidden.
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24. Click the Show Contents icon to display the left pane again.
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25. Close the Help window.
26. Click Transportation Planning and Execution > Location Management > Location Manager.
OTM NAVIGATION
Chapter 2 - Page 13
27. At the very top of your page, click ?.
OTM displays the help topic specific to this page. Since search pages are very generic, a
common Search topic appears.
28. In the blue bar under the title, click Search by Status.
That section of the help topic displays without you having to scroll down the page. At the
end of the section is an up arrow that returns to the top of the help topic.
29. Close Help.
These are just some of the features offered by the OTM Help. OTM Help is very extensive.
It is recommended that you refer to the help throughout the class. In a later exercise, you
will see additional examples of context sensitive help.
Creating a Nickname
You can use a nickname to log into OTM as an alternative to User ID. For example, a standard
user name is comprised of domain.user ID. However, with a nickname, you can enter only that
nickname.
30. Click Configuration and Administration > User Management > List Users.
31. Click Search.
OTM displays the results page.
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32. Click the ID.
OTM displays the Manage User page.

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Note the Nickname.
33. Log out of OTM.

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34. Log back into OTM using your nickname.
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You can use your nickname for the remainder of this class.
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OTM NAVIGATION
Chapter 2 - Page 14
Practice Overview: Navigating Through OTM
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OTM NAVIGATION
Chapter 2 - Page 15
Practice - Navigating Through OTM
Tasks
Logging In
1. Open your browser and type in the OTM URL to access the server.
2. Log into OTM by entering your User Name and Password.
3. Click Login.
OTM displays the OTM Main Page.
4. Click OTM on the top menu bar.
OTM hides the main menu.
5. Click OTM again to display the menus.
6. Click i (information).
7. Enter the software version you are using:

Field Enter Your Results
Software Version
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8. Close the OTM Information page.
9. Click x (logout).
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OTM logs you out.
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10. Click Login again to OTM and enter your User Name and Password.
11. Click Login.

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12. Click Transportation Planning and Execution.
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OTM displays a submenu.
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13. Click Location Management > Location Manager.
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OTM displays the Location search page.
14. On the top menu bar, click the Launch Ask OTM arrow.
OTM hides the Ask OTM toolbar.
OTM NAVIGATION
Chapter 2 - Page 16
15. Click the arrow again to display the OTM toolbar.
16. Move your mouse over all query icons on the Ask OTM toolbar.
OTM displays the icon’s name. We will be using the OTM toolbar throughout the class.
Using On-line Help
17. In the main menu, click Help.
OTM displays the OTM Documentation page. There are four tabs in the left pane: Contents,
Index, Search, and Glossary. The Contents tab lists menu options and specific features of
OTM.
18. In the help window, click Transportation Planning and Execution > Planning Results >
Shipment Planning > Bulk Plan Details.
OTM Help displays an overview of bulk plan details.
19. Scroll through the text and click on the link Planning Parameters.
The right hand pane now displays planning parameter set information.
20. Click the Index tab.
21. Enter calendar in the text field.
22. Click on the word calendars and the sub-entries.
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OTM only displays topics that have a keyword or sub-keyword of calendars.
23. Click the Search tab.

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24. Enter calendar in the text field and hit [Enter].
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OTM displays a list of those help pages where the word calendar appears.
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25. Click the Glossary tab.
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OTM displays a glossary of OTM and transportation-related terms.
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26. Click Hide Contents in the upper right of a help topic.
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The left pane is hidden.
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27. Click Show Contents.
28. Close Help.
OTM NAVIGATION
Chapter 2 - Page 17
29. Next to the logout button, click the ? button.
The help topic specific to this page appears. Since search windows are very generic, a
common search topic appears.
30. In the blue bar under the title, click Search by Date.
That section of the help topic displays without you having to scroll down the page. At the
end of the section is an up arrow that returns to the top of the topic.
31. Close Help.
Creating a Nickname
32. Click Configuration and Administration > User Management > List Users.
33. Click Search.
OTM displays the results page.
34. Click the ID.
OTM displays the Manage User page.
35. Enter a Nickname.
36. Click Update Nickname.
OTM updates your information and returns to the same page.
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37. Log out of OTM.
38. Log back into OTM using your new nickname.

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.ADMIN after a nickname.
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You can use your nickname for the remainder of this class. You do not need to type
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Lesson Review
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What does the Remember Me checkbox accomplish?
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OTM NAVIGATION
Chapter 2 - Page 18
• How might your company set up your domain structure?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• If your parent domain is BETA, your subdomain is TEST, and your user is PLANNER,
what is the user name to log into OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How can you find out what version of OTM you are running?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What can the queries on the Ask OTM toolbar do?
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Using the OTM online help, what is the main limitation for a nickname?
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OTM NAVIGATION
Chapter 2 - Page 19
Solution – Navigating Through OTM
Logging In
Software Version OTMv5.5
Lesson Review
• What does the Remember Me checkbox accomplish?
OTM logs you in without asking for your username and password.
• How might your company set up your domain structure?
Discussion point.
• If your parent domain is BETA, your subdomain is TEST, and your user is PLANNER,
what is the user name to log into OTM?
BETA/TEST.PLANNER
• How can you find out what version of OTM you are running?
Click the i button.
• What can the queries on the Ask OTM toolbar do?
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For example show you rates, distances, times, and time zones
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Using the OTM online help, what is the main limitation for a nickname?
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The nickname cannot be the same as a domain name.
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OTM NAVIGATION
Chapter 2 - Page 20
Summary
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OTM NAVIGATION
Chapter 2 - Page 21
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OTM NAVIGATION
Chapter 2 - Page 22
Add and Retreive OTM Data
Chapter 3
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Chapter 3 - Page 1
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Chapter 3 - Page 2
Add and Retrieve OTM Data
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Chapter 3 - Page 3
Objectives
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Chapter 3 - Page 4
Demo 1 Overview: Searching in OTM
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Chapter 3 - Page 5
Guided Demonstration - Searching in OTM
Searching
When you click on a menu option, in most instances you are automatically taken to a search page
where you can enter criteria to run a query for an existing business object or create a new
business object, such as locations, orders, rates, or service providers. For example, when you
click on the Location menu option, OTM displays a search page.
1. Click Transportation Planning and Execution > Shipment Management > Buy Shipments.
OTM displays the Buy Shipment search page.
Each tab has text fields on which you can query. Certain fields have f, n, l and v buttons to
their right:
• f (find) displays a search page for a certain object.
• n (new) allows you to create a new object, if you have the authorization to do so.
• l (list) displays a list of all records for a certain object. Also, if you enter some
characters in the field and click l, OTM displays all records beginning with those
characters.
• v (view) displays details on a record you have typed into the text field.
Conditional operators, such as begins with, ends with, not null, etc. let you further define the
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criteria entered in that field.
The following links are available at the bottom of the search page:
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Search – allows you to search for all records meeting the defined criteria
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• New – creates a new object, such as location, etc.
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Sort order – allows you to specify the order in which the results of your search display
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Export - allows you to export the query results to a spreadsheet
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2. Enter a Destination Location ID of HD plus a space.
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When you type the first three characters of an ID, you see a listing of all possible location
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IDs that begin with HD space. This feature, called autocomplete, is enabled by a global
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property glog.ui.autocomplete.

Chapter 3 - Page 6
3. Select HD – PEORIA STORE.
Once you query on a location, OTM displays the results page listing all the records that meet
your search criteria specified on the query page. Unless you specify a domain in your query,
the results include all data to which you have at least read access.
4. Click Search.
• At the top of the results screen you see the following links:
− New - allows you to create a new location.
− View - displays the selected record(s) in view only format.
− Edit - displays the record with open fields for editing, if you have the access to edit
the record.
− Delete - deletes the record.
− Actions - allow you to perform certain actions against the business object.
• To the right of the actions link, you see a drop down list containing the following:
− Replace Current Window – upon selection, overwrites the current window.
− Always Open in New Window – upon selection, always open in new window.
− Always Open in Same Window – this option assumes there is one other window that
will always be the target window. If that window is currently open, upon selection,
replace the content of that window with what you click. If the target window is not
open, open a window with the new content.
• At the bottom of the results list, you see the following links:
− New query – returns to a blank search page.
− Refine query – returns to the search page and keeps the values you had entered.
− Export – opens the values on the results page in MS Excel.
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Click Transportation Planning and Execution > Shipment Management > Buy Shipments.
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6. Click Search.
7. Mark any two checkboxes.

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Click 2 at the top left corner where it says Pages. &
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9. Mark another checkbox.
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Note how OTM displays the number of selected records where it says Selected.
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10. Scroll to the far right in the results grid.
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Note how OTM always displays the ID column.
11. Click the Shipment ID heading once to sort the column in ascending order.

Chapter 3 - Page 7
12. Click the Shipment ID heading a second time to sort the column in descending order.
13. To resize the Shipment ID column, move your mouse pointer over the far right-side of the
column heading.
14. When you see a ÅÆ arrow similar to the one shown here, hold down the left-mouse button
and drag the arrow to the right.
When you release the mouse button, the column resizes.
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SmartLinks
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Chapter 3 - Page 9
Actions
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Demo 2 Overview: Adding and Editing a Record
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Chapter 3 - Page 11
Guided Demonstration - Adding and Editing a Record
Tips for Adding/Editing OTM Data
Throughout this course, you will be adding new data to OTM and editing existing data in OTM.
When creating new records in OTM, the following should be taken into account:
• When adding a record, the ID of the record should not contain special characters such as
periods, commas, or ampersands. Underscores can be used.
• You must go in order when completing the record and cannot skip from one tab to the
next and then back again. If you forget to input information on a previous tab, complete
the record entirely, click Finish, and then return and edit the record to add the additional
information.
• Never use the browser back button when creating a new record. Data may be lost.
• When adding a record, always click Finished when the record is complete to save the
data. Otherwise data is lost. The Finished button will not display until all required
fields for the record have been entered.
• Required fields are denoted by a red *. Conditional fields are denoted by a blue * and
are only required if other data is present.
• Some data entry grids offer the ability to have multiple entries and require you to click a
Save button after each entry.
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• Make sure you only click the Finished button once, as OTM will attempt to save
multiple records if clicked more than once.
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Adding a Record
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Click Transportation Planning and Execution > Location Management > Location Manager.

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At the bottom of the page, click New.
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OTM displays the Identification tab.
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3. Enter a Location ID of DALLAS LOCATION.
4.
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Enter a Corporation ID of OUTLETS OF USA.
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Note how OTM suggests this value as you enter only a few characters.

Chapter 3 - Page 12
5. Click v (view) to the right of the OUTLETS OF USA Corporation ID.
v is the view button. When you click v, the Corporation page is displayed so you can view
the details of the OUTLETS OF USA.
6. Close the Corporation page.
7. Enter a Country Code of USA.
8. Click Next.
OTM displays the Roles tab.
9. Click New Location Role Profile.
10. Select a Location Role of BILL TO.
11. At the bottom of the page, click Save.
OTM returns to the Roles tab.
Remember to always click Finished to save your new record. Note the Save buttons do not
save anything to the database.
Editing a Record
13. Enter a Location ID of DALLAS.
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14. Click Search.
15. Click the ID.

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except those fields that are grayed out.
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OTM displays the Location Manager – Identification tab. You can edit the information
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the desired Location ID, and delete the original Location record.
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16. On the top menu bar, click the help icon (?).
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The on-line help is context sensitive. The help page displays information about the Location
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17. Close the help page.

Chapter 3 - Page 13
18. Click the Roles tab.
20. Select a Location Role of SHIPFROM/SHIPTO.
22. At the top of the page, click Finished to save the record.
OTM displays the confirmation page.
Using SmartLinks
OTM has short cuts to view information about business objects. These short cuts are called
SmartLinks.
OTM displays the Buy Shipment search page.
24. Click Search.
25. Right-click on a line in the results grid.
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A SmartLink is an OTM menu listing shortcuts to related information, for that business
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object, in this example, a Shipment.
Edit, View and Export options appear on all SmartLink menus.

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26. Close the SmartLinks menu.
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Using Actions
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Actions allow you to perform certain functions against a business object.
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27. Mark the checkbox to the left of a shipment.
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28. Click Actions at the top of the results page.
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We will use some of these options in the practices throughout the class.
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29. Close the Actions menu.

Chapter 3 - Page 14
When Two People Edit the Same Data Simultaneously
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For example, User 1 and User 2 are logged in to OTM as COREDEMO.ADMIN and edit the
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location DALLAS_LOCATION. User 1 saves his changes and a minute later User 2 saves her
changes. As User 2 saves her changes, OTM displays a warning.
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• At this point you must decide whether to discard the first person’s changes and click Save
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your changes or to discard your own changes and click cancel your changes.
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Saved Queries
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Saved Queries
sort parameters.
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You can define saved queries in OTM; that is, queries which contain pre-defined search and
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• Saved queries can be created for certain business objects such as location or order.
• Saved queries are domain, not user, specific.
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define a saved query so that when you go to the location query page, you can quickly find all
California locations.
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Chapter 3 - Page 16
Demo 3 Overview: Creating and Running a Saved Query
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Chapter 3 - Page 17
Guided Demonstration - Creating and Running a Saved Query
Creating and Running a Saved Query
You can create saved queries for searches that you use frequently.
2. Enter a Domain Name of PUBLIC.
3. Click the Address tab.
4. Enter a City of LONDON.
You may also enter other information such as postal code or a specific sort order.
5. Click the Role tab.
6. Select a Location Role of AIRPORT.
7. Click Save located at the bottom, far right.
OTM displays the Finder – Save Query page.
8. Enter a Query Name of LONDON AIRPORTS.
9. Click Save.
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OTM displays your query in the saved query list along with any other saved queries.
10. Click Execute Query to the right of your saved query.

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OTM displays the locations found with your search criteria.
11. Click Search Criteria in the top, right corner.

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OTM displays the search criteria it used to find these locations.
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Chapter 3 - Page 18
Practice Overview: Querying for, Creating, and Editing Records
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Chapter 3 - Page 19
Practice - Querying for, Creating, and Editing Records
Tasks
Querying for Records
2. At the top of the page, click the Address tab.
OTM displays the Address search page.
3. Enter a City LONDON.
4. From the list box next to City, select the conditional operator Contains.
5. At the bottom of the page, click Search.
OTM displays the Location results page with all locations that have a city name containing
LONDON.
6. At the top of the results grid, click the Location Name header.
OTM sorts your results by the Location Name in ascending alphabetical order.
7. Click the Location Name header a second time.
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OTM sorts your results by the Location Name in descending alphabetical order.
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8. In the ID column, click on LGW.
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OTM displays the details for location LGW. Based on your user access rights, you are only
able to view this information.
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Adding a Record
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Click Transportation Planning and Execution > Location Management > Location Manager.
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10. At the bottom of the page, click New.
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OTM displays the Identification tab.
11. Enter a Location ID of DALLAS LOCATION.
12. Enter a Location Name of DALLAS LOCATION.

Chapter 3 - Page 20
13. Enter a Corporation ID of OUTLETS OF USA.
In this case, your Corporation ID already exists but you can also create a new corporation.
14. Enter a City of DALLAS.
15. Enter a Province Code of TX.
16. Enter a Postal Code of 75200.
17. Enter a Country Code of USA.
18. Click Next.
20. Select a Location Role of SHIPFROM/SHIPTO.
22. At the top of the page, click Finished.
OTM displays a confirmation page where you can view the location you just created, edit
the location you just created, view a log file, create a new location, modify an existing
location, or perform an action against your new location.
Editing a Record
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except those fields that are grayed out.
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24. On the top menu bar, click the help (?) button.
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26. Click v (view) to the right of the Corporation ID of OUTLETS OF USA.
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When you click v, OTM displays the details of the corporation.
27. Close the Corporation page.

Chapter 3 - Page 21
28. Click the Roles tab.
30. Select a Location Role of BILL TO.
31. Click Save.
OTM returns to the Roles tab. Notice you now have two location roles defined for this
location, BILL TO and SHIPFROM/SHIPTO.
32. You only want this location to be a BILL TO location. Click Delete to the far right on the
location role SHIPFROM/SHIPTO.
33. Click OK to confirm that you want to delete this location role profile.
OTM returns to the Roles tab with BILL TO as the only defined location role.
34. Click Finished, at the top of the page, to save the record.
Creating a Saved Query
36. On the Location tab, enter a Domain Name of PUBLIC.

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38. Enter a City of LONDON.

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39. Click on the Role tab.
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OTM displays the Role search page.
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40. In the Location Role list box, mark AIRPORT.
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41. On the bottom right of the page, click Save.
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OTM displays the Finder – Save Query page.
42. Enter a Query Name of AIRPORTS.

Chapter 3 - Page 22
43. Click Save.
OTM returns to the Location search page. Your new query is in the Saved Query list box at
the bottom of the page.
44. Click Execute Query.
Lesson Review
• When modifying or adding data to OTM, do you need to click Finished in order to save
your changes?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Where can you create saved queries?
_____________________________________________________
_____________________________________________________
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• What are SmartLinks?
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Using OTM online help, determine what properties can be set for the autocomplete
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What is the difference between the Save and the Finished buttons?
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Chapter 3 - Page 23
Solution – Querying for, Creating, and Editing Records
Lesson Review
• When modifying or adding data to OTM, do you need to click Finished in order to save
your changes?
Yes
• Where can you create saved queries?
On search pages (and in Power Data)
• What are SmartLinks?
Links to more information
• Using OTM online help determine what properties can be set for the autocomplete
feature.
Open Help, click the Search tab, search by autocomplete, click the single result, scroll
to the bottom of the help topic:
glog.ui.autocomplete
This enables or disables auto-complete for pick lists and favorites functionality. The
valid values are true and false. False is the default. It must be set to True for auto-
complete to be enabled.
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glog.ui.autocomplete.start
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This determines at what character auto-complete begins to return records. 3 is the
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default, so as you enter the third character for the picklist, records begin to be returned.
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This is dependent on the setting of the glog.ui.autocomplete.limit property.
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glog.ui.autocomplete.limit
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This determines how many records can be returned for auto-complete. If the result for a
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record is larger than this setting, the results are not returned. The default is 10.
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What is the difference between the Save and the Finished buttons?
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Save: Saves a part of a page to allow you to enter further data into that part of the page.
OFinished: Saves all data in your definition of a business object to the database.

Chapter 3 - Page 24
Summary
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Chapter 3 - Page 25
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Chapter 3 - Page 26
User Favorites
Chapter 4
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User Favorites
Chapter 4 - Page 1
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User Favorites
Chapter 4 - Page 2
User Favorites
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User Favorites
Chapter 4 - Page 3
Objectives
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User Favorites
Chapter 4 - Page 4
Demo 1 Overview: Defining User Favorites
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User Favorites
Chapter 4 - Page 5
Guided Demonstration - Defining User Favorites
Using User Favorites
1. Click Order Management > Order Release > Order Release.
2. Click the Locations tab.
3. Click f (find) next to Source Location.
OTM displays your User Favorites for locations.
If you do not want this location, you can click find more to find other locations. After
clicking find more, OTM displays the normal location search page.
4. Close the User Preferences / Favorites window.
Creating User Favorites
5. Click Configuration and Administration > Preferences > User Favorites.
OTM displays the User Preferences/Favorites page.
6. Click Edit next to Location.
OTM displays the Favorites page.
• View the Table Name of location.
• Notice the entry of SAN DIEGO STORE.

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7. Click Save at the bottom of the page.
OTM returns to the User Preferences/Favorites page.

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8. Click Save Favorites.
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User Favorites
Chapter 4 - Page 6
Demo 2 Overview: Reconfiguring a Results Grid
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User Favorites
Chapter 4 - Page 7
Guided Demonstration - Reconfiguring a Results Grid
Exploring the New Results Grid
1. Click Demo Screen Set > Demo Screen Set.
2. Enter a Domain Name of COREDEMO.
3. Click Search.
4. Scroll to the right until you see columns for weight and volume.
5. Select one or more Freight Forwarding IDs.
Note the Total row at the bottom of the results page. Note how the values in it change as you
select more records. OTM only displays totals for columns which have been configured to
do so.
Reconfiguring the Results Grid
To be able to edit and save changes to results grids, you must have write access to your screen
sets and manager layouts.
6. Right-click on the heading row to view the Configure Results page.
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Under Available, select Buy Itinerary Profile.
Click the Move Right arrow.
9. Under Selected, click on Order Release ID.
User Favorites
Chapter 4 - Page 8
10. Click the Move Left arrow.
11. Click Save.
• Notice that the Order Release ID column no longer appears on the results grid.
12. Scroll to the far right of the results grid to see the newly added Buy Itinerary Profile field.
13. Right-click in the heading row to view the Configure Results page again.
14. Under Selected, scroll down to locate and select Buy Itinerary Profile.
15. Click the Move to Top arrow.
16. Click Save.
Note that the Buy Itinerary Profile column is now the first column in the results grid.
Editing Records Directly in the Results Grid
Fields can be modified on the results page if you have defined them to be editable in the screen
set.
17. Double-click in the Late Pickup Date column for the AUS-USA CASE STUDY Order
Release ID.
OTM displays a pop-up window.
18. Enter a late pickup date and time of next Monday.
19. Hit [Enter].

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Other options are:
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Click the Undo All button to undo the all change made to the results grid since the last
save.
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Click the Mass Update button to save many changes at once.
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User Favorites
Chapter 4 - Page 9
Practice Overview: Adding Locations as Favorites
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User Favorites
Chapter 4 - Page 10
Practice - Adding Locations as Favorites
Tasks
Creating User Favorites
1. Click Configuration and Administration > Preferences > User Favorites.
OTM displays the User Preferences/Favorites page.
2. Click New Favorite.
OTM displays the Favorites page.
3. Select a Table Name of Location.
4. Enter an ID of SAN.
5. Click the l (list) button.
6. Select SAN DIEGO STORE.
7. Click Finish.
8. Click Save.
OTM returns to the User Preferences/Favorites page.
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OTM displays a confirmation message at the top of the page.
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Lesson Review
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User Favorites
Chapter 4 - Page 11
• Use the OTM online help to determine why the save, undo and mass update icons are
dimmed by default.
_____________________________________________________
_____________________________________________________
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User Favorites
Chapter 4 - Page 12
Solution – Adding Locations as Favorites
Lesson Review
• Do you work with a number of business objects every day that would be good to
quickly access as user favorites?
Discussion point.
• Use the OTM online help to determine why the save, undo and mass update icons are
dimmed by default.
Click the (?) and scroll down until you see the icons in the text:
The save icon is dimmed, until you edit a field.
The undo icon is dimmed, until you have changed a field.
The mass update icon is dim, until you select at least one check box/row for editing.
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User Favorites
Chapter 4 - Page 13
Summary
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User Favorites
Chapter 4 - Page 14
OTM Preferences
Chapter 5
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OTM Preferences
Chapter 5 - Page 1
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OTM Preferences
Chapter 5 - Page 2
OTM Preferences
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OTM Preferences
Chapter 5 - Page 3
Objectives
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OTM Preferences
Chapter 5 - Page 4
User Preferences
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OTM Preferences
Chapter 5 - Page 5
Assign User Preferences
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OTM Preferences
Chapter 5 - Page 6
Business Monitor
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For example, you are the OTM planner and you want the Business Monitor to keep track of:
• Orders which are not available for planning
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OTM Preferences
Chapter 5 - Page 7
Setting Up a Business Monitor
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OTM Preferences
Chapter 5 - Page 8
Demo Overview: Creating and Viewing a Business Monitor
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OTM Preferences
Chapter 5 - Page 9
Guided Demonstration - Creating and Viewing a Business Monitor
Creating Saved Queries
To set up a Business Monitor, you need to define your saved queries for the business objects you
wish to model.
2. Click on the Saved Query drop down list to see all order release saved queries.
If you do not see the queries you need, you can create them.
Assigning Queries to a Business Monitor
Assign these queries to your Business Monitor ID.
3. Click Configuration and Administration > Preferences > Manage Business Monitors.
4. For the Business Monitor ID, type CORE COMPETENCE.
5. Click Search.
6. Click the ID.
• You can define a Refresh Interval that controls how often the active Business Monitor
refreshes the Number of Matching and the Number of Previously Matching values.
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The sequence defines in what order OTM displays the results of these queries in the
Business Monitor.
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The screen set controls the display attributes of the Results page that appears when you
click any of the results in the Business Monitor.
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Assigning User Preference
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Click Configuration and Administration > User Configuration > Manage User Access.
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Under User Access Type, select User Preference.
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9. Under User ID, type ADMIN.
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10. Click Next.
11. Mark the Replace Existing User Preference With The Following checkbox.
12. Enter a User Preference of CORECOMPETENCE.

OTM Preferences
Chapter 5 - Page 10
13. Click Finished.
Viewing the Business Monitor
For example, you are the OTM planner and you want the Business Monitor to keep track of:
• Order bases which are not available for planning
• Orders which are ready to be planned into shipments
• New shipments
• Shipments with delayed events entered against them
14. Click the b icon for the Business Monitor.
OTM displays the Business Monitor page containing your defined saved queries.
You can quickly see the number of:
• Orders not available for planning
• Orders ready to be planned into shipments
• New shipments
• Delayed shipments
15. Click on any number in the Number of Matching column.
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OTM displays the records matching your query in the Business Monitor.ly
16. Close the results page.
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Chapter 5 - Page 11
Practice Overview: Assigning a Business Monitor
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OTM Preferences
Chapter 5 - Page 12
Practice - Assigning a Business Monitor
Tasks
Copying User Preferences
1. Click Configuration and Administration > Preferences > User Preferences.
2. Click Search.
3. Mark the checkbox next to CORECOMPETENCE.
4. Click Copy User Preference.
5. Enter a User Preference ID of STUDENT.
6. Click Finished.
7. Close the confirmation page.
Assigning Yourself a New User Preference
8. Click Configuration and Administration > User Configuration > Manage User Access.
9. Select a User Access Type of User Preference.
10. Enter a User ID of ADMIN.
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11. Click Next.
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OTM displays the User Preference Access tab.
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12. Remove the User Preference entry of CORECOMPETENCE.
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13. Click l (list) next to User Preference.
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14. Mark the option button next to STUDENT.
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15. Click Finish.
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16. Click Finished.
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OTM displays a confirmation page.
17. Log out of OTM.
To have the Business Monitor display, you must log out and log back in again.
OTM Preferences
Chapter 5 - Page 13
18. Log in to OTM.
19. Click the b icon for the Business Monitor.
OTM displays the Business Monitor page containing your defined saved queries. Enter the
defined Business Monitor saved queries.
Field Enter Your Results…
Saved Query Name
Saved Query Name
Saved Query Name
Saved Query Name
20. Close the Business Monitor.
Lesson Review
• Where do you set up which language is to be used?
_____________________________________________________
_____________________________________________________
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• What are some saved queries you might set up in Business Monitor?
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After you assign your saved queries to a Business Monitor, what do you do next?
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OTM Preferences
Chapter 5 - Page 14
Solution – Assigning a Business Monitor
Assigning Yourself a Business Monitor
Saved Query Name ORDER_BASE-NO_RELEASES
Saved Query Name ORDER_RELEASE-NEW
Saved Query Name SHIPMENT-NEW
Saved Query Name SHIPMENT-DELAYED
Lesson Review
• Where do you set up which language is to be used?
User preferences
• What are some saved queries you might set up in Business Monitor?
Discussion point.
• After you assign your saved queries to a Business Monitor, what do you do next?
Refer to your Business Monitor in your user preferences.
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Chapter 5 - Page 15
Summary
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OTM Preferences
Chapter 5 - Page 16
OTM Themes
Chapter 6
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OTM Themes
Chapter 6 - Page 1
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OTM Themes
Chapter 6 - Page 2
OTM Themes
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OTM Themes
Chapter 6 - Page 3
Objectives
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OTM Themes
Chapter 6 - Page 4
OTM Themes
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OTM Themes
Chapter 6 - Page 5
Themes
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OTM Themes
Chapter 6 - Page 6
Demo Overview: Assigning and Viewing a Theme
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OTM Themes
Chapter 6 - Page 7
Guided Demonstration - Assiging and Viewing a Theme
Assigning User Preference
To activate your user preference, assign the user preference to your user account.
1. Click Configuration and Administration > User Configuration > Manage User Access.
2. Select a User Access Type of User Preference.
3. Enter a User ID of ADMIN.
4. Click Next.
5. Mark the Replace Existing User Preference With The Following check box.
6. Enter a User Preference of STUDENT.
7. Click Finished.
Assigning a Theme
9. Enter a User Preference ID of STUDENT,CORECOMPETENCE.
10. Select One Of.
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11. Click Search.
12. Mark both checkboxes.

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13. Click View.
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Note the value for Stylesheet Location in the CORECOMPETENCE record.
14. Click Next.

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Note that there is no entry for Stylesheet Location in the STUDENT record.
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If you do not specify a stylesheet, OTM uses the default stylesheet.
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15. Log out of OTM.
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Notice that the OTM theme changes from the purple theme to the standard OTM blue
theme.
OTM Themes
Chapter 6 - Page 8
• Note what buttons and links look like in the standard theme.
18. Click Search.
• Note the differences between the two themes.
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OTM Themes
Chapter 6 - Page 9
Practice Overview: Assigning a Theme
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OTM Themes
Chapter 6 - Page 10
Practice - Assigning a Theme
Tasks
Assigning a Theme
2. Enter a User Preference ID of STUDENT.
3. Click Search.
4. Click the ID.
5. Click Delete next to the Stylesheet Location.
6. Click OK.
7. Click Finished.
8. Log out of OTM.
• Notice that the OTM theme changes from the purple theme to the standard OTM blue
theme.
• Note what buttons and links look like in the standard theme.
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11. Click Search.
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• Take note of the differences between the two themes.
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• Where do you set the stylesheet location in OTM?
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OTM Themes
Chapter 6 - Page 11
• What is an OTM theme?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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OTM Themes
Chapter 6 - Page 12
Solution – Assigning a Theme
Lesson Review
• Where do you set the stylesheet location in OTM?
In your user preferences.
• What is an OTM theme?
A set of stylesheets and graphics that define the look of OTM.
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OTM Themes
Chapter 6 - Page 13
Summary
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OTM Themes
Chapter 6 - Page 14
SCENARIO: BUILD,
EXECUTE AND SETTLE A
SHIPMENT
Chapter 7
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SCENARIO: BUILD, EXECUTE AND SETTLE A SHIPMENT

Chapter 7 - Page 1
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Chapter 7 - Page 2
Scenario: Build, Execute, and Settle a Shipment
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Chapter 7 - Page 3
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Chapter 7 - Page 4
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In this scenario, you will:
• Enter orders
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• Build shipments
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• Tender your shipments
• Accept the tenders on behalf of the service providers
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• Settle payments
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• Allocate costs back to the stores
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Chapter 7 - Page 5
Business Scenario
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Business Scenario
Portland, and with a destination of either Salem or Tillamook.

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• You create multi-stop shipments for multiple orders of sporting goods, all originating in
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• Shipments can be transported by the truckload carriers, Forest Green Trucking or
Northwest Truck Lines.
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• You tender the shipments to the selected carriers.
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• Acting for the service provider, you will enter events against the shipments.
• You will match and approve the invoice and allocate the shipment costs back to the
orders.
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Chapter 7 - Page 6
Simple Orders
Chapter 8
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Simple Orders
Chapter 8 - Page 1
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Simple Orders
Chapter 8 - Page 2
Simple Orders
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Simple Orders
Chapter 8 - Page 3
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Simple Orders
Chapter 8 - Page 4
Objectives
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Simple Orders
Chapter 8 - Page 5
What are Order Bases and Order Releases?
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Order Bases
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An order base represents a production order, open purchase orders, or detailed orders.
Generally, you use order bases when you want to incrementally release the order over a period
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of time. Order bases are optional. If your business deals with orders that ship completely at one
Order Releases OA
time, you can enter order releases directly and skip order bases.
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When you are ready to ship part or all of an order base, you create an order release which is the
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shippable amount. An order release in OTM represents the requirement to move cargo from
one location to another.
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Simple Orders
Chapter 8 - Page 6
Order Requirements
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Simple Orders
Chapter 8 - Page 7
Creating Order Releases
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Creating Order Releases
plan shipments from an order release, not an order base.

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When an order base is ready for shipping, you must create an order release since you can only
To create an order release, you can

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• Release part of an order base
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• Create a new order release
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Simple Orders
Chapter 8 - Page 8
Order Release Entry Options
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Simple Order
to quickly enter an order.

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Only allows you to create order releases. This web page only displays basic fields allowing you
Order Template
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Only allows you to create order releases. This web page uses data from another order release as
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a template, saving you time when entering a similar order release. You can also get a rate quote
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before saving the order release.
End to End Order
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Only allows you to create order releases. This web page streamlines the complete order entry
cycle from basic order entry and releasing to shipment planning and financial analysis through
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final billing. This option also facilitates the buy and sell perspective so that you can easily
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visualize cost/revenue and therefore the profit margin on providing transportation services to a
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customer on a per-order basis.
Order Release
Allows you to create and edit order releases. OTM displays all fields that describe the order
release object. After you have created your order release using any of the other web pages, you
can only used this web page to make any changes.
Simple Orders
Chapter 8 - Page 9
Order Release Entry Options
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Simple Orders
Chapter 8 - Page 10
How to Define Order Contents?
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Simple Orders
Chapter 8 - Page 11
How to Define Order Contents?
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Note that this is just how you define your order. Line items in your order can still ship on
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pallets.
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Simple Orders
Chapter 8 - Page 12
When to Use Line Items and Ship Units?
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Knowledge about the order contents when entering the order and what kind of information to
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track determines whether you use ship units, line items, or both.
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Simple Orders
Chapter 8 - Page 13
Demo 1 Overview: Entering an Order Release With Line Items
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Simple Orders
Chapter 8 - Page 14
Guided Demonstration - Entering an Order Release With Line
Items
1. Click Order Management > Order Release > Simple Order.
2. In the Order Release ID field, enter DEMO1.
• Note: If you leave this field blank, OTM generates an ID for you. You define the rules
for this in the business number generator.
3. Enter a Source Location of PORTLAND.
4. Enter a Destination Location of SALEM.
A Simple Order can only have one source and one destination location.
You can specify pickup and delivery time windows.
5. Enter an Involved Party of PLANNER.
6. Select the Communication Method BY CONTACT.
7. Select the Involved Party Qualifier of LOGISTICS.
You must enter a transport planner with an involved party qualifier of LOGISTICS.
Otherwise OTM cannot send tender notifications to service providers.
8. Click Save.
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9. Click the option button next to Line Item.
The next page varies depending on what you select here.

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10. Click Next.
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11. Click New Line Item.
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Now you can start to add line item details.
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12. Enter a Packaged Item ID of BASKETBALLS.
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13. Enter a Total Package Count of 750.
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At a minimum, you need to enter what packaged item you are shipping and the count.
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14. Enter a Net Weight of 15000 LB.
15. Enter a Net Volume of 1750 CU FT.
Simple Orders
Chapter 8 - Page 15
16. Click Save.
You can add as many line items as you need.
17. Click Finished.
Remember that it is only when you click Finished that OTM saves your data to the database.
Always look for a confirmation page like this when you create or update information.
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Simple Orders
Chapter 8 - Page 16
Demo 2 Overview: Entering an Order Release With Ship Units
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Simple Orders
Chapter 8 - Page 17
Guided Demonstration - Entering an Order Release With Ship
Units
2. In the Order Release ID field, enter DEMO2.
4. Enter a Destination Location of TILLAMOOK.
5. Enter an Involved Party PLANNER.
7. Select the Involved Party Qualifier LOGISTICS.
8. Click Save.
9. Click the checkbox next to Ship Unit.
The next page varies depending on what you select here.
10. Click Next.
11. Click New Ship Unit.
OTM can generate a Ship Unit ID for you if you leave it blank.
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OTM does not require any information but you should enter as much information as possible
to allow OTM to select the best service provider and rate.
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12. Enter a Ship Unit Count of 12.
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13. Select a Transport Handling Unit of 4X4 PALLET.
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A transport handling unit can be a 4x4 pallet, a euro pallet, or anything else you have
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defined.
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14. Enter a Net Weight per Ship Unit of 583 LB.
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15. Enter a Net Volume per Ship Unit of 75 CU FT.
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16. Click Save.
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17. Click Finished.
Simple Orders
Chapter 8 - Page 18
Practice Overview: Entering Order Releases
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Simple Orders
Chapter 8 - Page 19
Practice - Entering Order Releases
Tasks
Entering an Order Release
2. Enter an Order Release ID of PORTLAND-SALEM.
4. Enter a Destination Location of SALEM.
5. Enter an Involved Party PLANNER.
7. Select the Involved Party Qualifier LOGISTICS.
8. Click Save.
9. Make sure the checkbox next to Line Item is selected.
10. Click Next.
12. Enter a Packaged Item ID of BASKETBALLS.
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14. Enter a Net Weight of 15000 LB.
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16. Click Save.
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17. Click New Line Item to enter a second line item.
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18. Enter a Packaged Item ID of TENNIS BALLS.
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20. Enter a Net Weight of 22500 LBS.
22. Click Save.
Simple Orders
Chapter 8 - Page 20
23. Click Finished.
24. Enter the ID of the order release below:

Order ID
25. Click the Business Monitor icon. Which query has been updated after performing this
exercise?
Saved Query Name Number of Matchings
26. Close the Business Monitor page.
Enter another order using the following data:

Field Enter this Data…
Order Release ID PORTLAND-TILLAMOOK
Source Location PORTLAND
Destination Location TILLAMOOK
Involved Party PLANNER
Communication Method BY CONTACT
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Packaged Item GOLF BALLS
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Total Package Count 25000
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Net Weight 7000 LB
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Net Volume
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700 CU FT
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Did you remember to click Finished?
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Simple Orders
Chapter 8 - Page 21
Lesson Review
• What is a difference between the managers for order release and Simple Order?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Why would someone use Simple Order?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• When entering an order release using the Simple Order manager, can you enter multiple
origins and destinations?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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Simple Orders
Chapter 8 - Page 22
Solution – Entering Order Releases
Order ID PORTLAND-SALEM

ORDERRELEASE_NEW 1
Lesson Review
• What is a difference between the managers for order release and Simple Order?
The order release manager allows to both create and edit order releases and it gives you
access to all fields in an order release.
The Simple Order manager only allows you to create order releases and only with basic
data.
• Why would someone use Simple Order?
It is easy and quick to use.
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When entering an order release using the Simple Order manager, can you enter multiple
origins and destinations?
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No.
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Simple Orders
Chapter 8 - Page 23
Summary
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Simple Orders
Chapter 8 - Page 24
OTM Status
Chapter 9
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OTM Status
Chapter 9 - Page 1
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OTM Status
Chapter 9 - Page 2
OTM Status
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OTM Status
Chapter 9 - Page 3
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OTM Status
Chapter 9 - Page 4
Objectives
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OTM Status
Chapter 9 - Page 5
What is OTM Status?
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Objects with Statuses
shipment, and invoice.

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Examples of business objects with statuses include location, order base, order release,
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OTM Status
Chapter 9 - Page 6
Order Release Status
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OTM Status
Chapter 9 - Page 7
The Status Type Planning
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Planning
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This status type identifies the planning state of the order release from a buy perspective.
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OTM Status
Chapter 9 - Page 8
Demo Overview: Viewing Order Release Status
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OTM Status
Chapter 9 - Page 9
Guided Demonstration - Viewing Order Release Status
2. Enter an Order Release ID of DEMO.
3. Click Search.
4. Mark one of checkboxes.
5. Click View.
6. Click Status.
Statuses tell you what has happened to this object up until now. This is a new order release,
so all values are at their default.
− PLANNING is NEW since there are no shipments built yet.
− ORDER MODIFIED means that the upstream order base is the same as when the
order release was built. Certain Automation Agents can change these values when
updating order bases via integration.
7. Close the Status window.
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OTM Status
Chapter 9 - Page 10
Practice Overview: Viewing Order Release Status
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OTM Status
Chapter 9 - Page 11
Practice - Viewing Order Release Status
Tasks
Viewing the Order Release Status
2. Click Search.
3. Mark the checkbox next to PORTLAND-SALEM.
4. Click View.
5. Click Status.
6. Enter the Status Value for the Status Type listed below:
Status Type Status Value
PLANNING
7. Close the Status page.
Lesson Review
• Name two business objects that support statuses.
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• Name two types of order release statuses.

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OTM Status
Chapter 9 - Page 12
Solution – Viewing Order Release Status
Viewing the Order Release Status
PLANNING PLANNING_NEW
Lesson Review
• Name two business objects that support statuses.
Order base, order release, location, shipment.
• Name two types of order release statuses.
Planning, order modified
• What does the status type of Order Modified indicate?
Whether the upstream order base has changed since the order release was created.
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OTM Status
Chapter 9 - Page 13
Summary
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OTM Status
Chapter 9 - Page 14
Explanations
Chapter 10
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Explanations
Chapter 10 - Page 1
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Explanations
Chapter 10 - Page 2
Explanations
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Explanations
Chapter 10 - Page 3
Objectives
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Explanations
Chapter 10 - Page 4
Troubleshooting and Learning More
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Explanations
Chapter 10 - Page 5
Demonstration Overview: Turn Explanation On
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Explanations
Chapter 10 - Page 6
Guided Demonstration - Turning On Explanations
Turning On Explanations
You will need to turn explanations on. Instead of enabling explanations in your User Preferences
you can enable explanations temporarily. To temporarily turn on the explanations:
1. Click the i (information) at the top of your OTM page.
You see the OTM information window.
2. Click change next to Tracking Mode NONE.
You see the Tracking Selection window.
3. Select a Mode of All.
4. Select a Severity of All.
5. Click Update to save your changes.
6. Click close window to close the OTM information window.
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Explanations
Chapter 10 - Page 7
Summary
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Explanations
Chapter 10 - Page 8
Build Shipment
Chapter 11
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Build Shipment
Chapter 11 - Page 1
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Build Shipment
Chapter 11 - Page 2
Build Shipments
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Build Shipment
Chapter 11 - Page 3
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Build Shipment
Chapter 11 - Page 4
Objectives
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Build Shipment
Chapter 11 - Page 5
What is a Shipment?
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• An order release states the problem: what is the cheapest way to transport goods given
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• OTM presents the answer in the form of a shipment.
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Build Shipment
Chapter 11 - Page 6
Order Releases and Shipments
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Build Shipment
Chapter 11 - Page 7
Shipment Information
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Once a shipment is created from an order release(s), you can monitor shipment activity, modify
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shipments, create shipments and shipment templates, and perform various shipment related
tasks including:
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• Change equipment group
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• Change arrival and departure times
• Add pickup and delivery appointment times
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Build Shipment
Chapter 11 - Page 8
Business Rules Affect Shipment Planning
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Build Shipment
Chapter 11 - Page 9
Customize Shipment Planning
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A planning parameter set contains planning parameters. Each planning parameter controls how
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proper parameters to meet your business processes during planning and optimization.
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Build Shipment
Chapter 11 - Page 10
Shipment Perspective
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Build Shipment
Demo 1 Overview: Building a Multi-stop Shipment
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Build Shipment
Guided Demonstration - Building a Multi-stop Shipment
Building a Multi-stop Shipment
3. Click Search.
4. Mark both checkboxes.
5. Click Actions > Create Buy Shipment > Multistop.
You can select other actions like bulk plan to let OTM decide how best to build shipments.
6. Click View Explanations on the confirmation page.
Explanations show what steps OTM performs.
7. Close the Explanation page.
8. Click the Shipment ID on the Build Shipment confirmation page.
OTM displays additional shipment data. OTM generates the shipment ID using the business
number generator.
9. Click More.
OTM displays even more shipment information.

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OTM displays a summary of the shipment information.
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11. Click the triangles in the Shipment Equipment region.
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OTM displays more details about the equipment used for this shipment.
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Mapping Your Shipment
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12. From the Shipment View page, click Actions > View > Map Related Shipments.
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You need Adobe’s free SVG viewer plugin to see the map.
Build Shipment
Hover over the Legend to
display the mode colors.
OTM displays detailed shipment information

when you hover over the shipment on the map.
You can zoom in and out, maneuver the map and

add additional shipments to the map.
13. Zoom in as necessary.
14. Click on the line representing the shipment movement.

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OTM displays a summary of this shipment.
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15. Close the Map view page.
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16. Close the Shipment view page.
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Viewing the Order Status
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19. Click Search.
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20. Mark the checkbox next to DEMO1.
21. Click View.
Build Shipment
22. Click Status.
The PLANNING PLANNED FINAL status tells you that this order has been successfully
planned onto a shipment.
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Build Shipment
Practice 1 Overview: Building a Multi-stop Shipment
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Build Shipment
Practice - Building a Multi-stop Shipment
Tasks
2. Click Search.
3. Mark the checkbox next to both PORTLAND-SALEM and PORTLAND-TILLAMOOK.
4. Click Actions > Create Buy Shipment > Multistop.
OTM displays the Build Shipment confirmation page.
5. On the Build Multi-stop confirmation page, click the Shipment ID.
6. Click More.
7. Enter the following shipment information below:

Shipment ID
Service Provider ID
Total Actual Cost
Rate Offering
Rate Record
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From the Shipment View page, click Actions > View > Map Related Shipments.
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Build Shipment
Hover over the Legend to
display the mode colors.
OTM displays detailed shipment information

when you hover over the shipment on the map.
You can zoom in and out, maneuver the map and

add additional shipments to the map.
9. Close the Map view page.

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exercise?
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11. Click the Business Monitor icon. Which query has been updated after performing this
Saved Query Name

AI Number of Matchings…
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14. Click Search.
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15. Mark the checkbox next to PORTLAND-TILLAMOOK.
16. Click View.
Build Shipment
17. Click Status. Enter the status value for the status type listed below:
PLANNING
Lesson Review
• What is the difference between a buy shipment and a sell shipment?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are shipments created from in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Name two tasks that can be performed from the Shipment Manager.
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Name three types of data that will be included on a shipment once it is created.
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When we checked order release status previously, the status values were ORDER
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MODIFIED_NO MODIFICATION and PLANNED_NEW. Why is the
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PLANNED_NEW status different now?
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_____________________________________________________
Build Shipment
Solution – Building a Multi-stop Shipment
Shipment ID 01000
Service Provider ID FGN9
Total Actual Cost USD 605
Rate Offering ID FGN9 TL
Rate Record ID FGN9 OR

Saved Query Name Number of Matchings…
SHIPMENT-NEW 1

PLANNING PLANNING_PLANNED FINAL
Lesson Review
• What is the difference between a buy shipment and a sell shipment?
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Buy shipments represent services bought from a service provider. Sell shipments
represent the price of sold transport services.
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• What are shipments created from in OTM?
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Order releases. It is also possible to create them from scratch (shipment as work) but
that is outside this course. Another possibility is to create shipments from trip templates
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Name two tasks that can be performed from the Shipment Manager.
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Tender, change service provider, change equipment group, etc.
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Name three types of data that will be included on a shipment once it is created.
OReference numbers, involved parties, contacts, shipment equipment, costs, weights,

volumes...
Build Shipment
• When we checked order release status previously, the status values were ORDER
MODIFIED_NO MODIFICATION and PLANNED_NEW. Why is the
PLANNED_NEW status different now?
The order release has a shipment now.
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Summary
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Build Shipment
Shipment Modifications -
Manual
Chapter 12
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Shipment Modifications - Manual

Chapter 12 - Page 1
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Chapter 12 - Page 2
Shipment Modifications – Manual
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Objectives
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Chapter 12 - Page 5
What is a Manual Modification?
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What is Manual Modification?
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To minimize manual changes to the shipment plan, it is important to keep your business rules
and parameters up-to-date in OTM so that OTM makes the optimal decision for your business
process.
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• For example, if your distribution center changes its hours from a 24/7 operation to hours
of Monday – Friday 6:00AM – 3:00PM, you need to update the calendar so OTM plans
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Chapter 12 - Page 6
Shipment Actions
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Shipment Actions
performed on only one shipment at a time.

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cannot choose the action Tender Shipment when the shipment is already tendered. But you can
choose the action Re-Transmit Tender.
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Chapter 12 - Page 7
Demo Overview: Changing the Service Provider
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Chapter 12 - Page 8
Guided Demonstration - Changing the Service Provider
Changing Service Provider
2. Click the Order Release tab.
3. Enter an Order Release ID of DEMO1.
4. Click Search.
5. Mark the checkbox.
6. Click Actions > Change Shipment Details.
You can change details such as transport mode, rate, and equipment.
7. Click Change Service Provider > Change Service Provider.
OTM displays valid options to the chosen service provider.
8. Mark the option button next to NW99 with a Rate Offering ID of NW99 TL.
9. Click OK.
OTM displays the shipment data before and after the service provider change.
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10. Click the Shipment ID under Affected Shipments.
11. Click More.

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Note how the Total Actual Cost is different from the Planned Cost. OTM always keeps
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the Planned Cost as a reference point from when it originally planned the shipment.
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Chapter 12 - Page 9
Practice Overview: Changing the Service Provider
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Practice - Changing the Service Provider
Tasks
You just found out that the Forest Green Trucking drivers went on strike this morning. You need
to manually change the service provider on the shipment you just created.
2. Click Search.
3. Mark the checkbox next to the Shipment you just created.
4. Click Actions > Change Service Provider > Change Service Provider.
5. Mark the option button next to NW99.
6. Click OK.
OTM displays the shipment data before and after the service provider change.
7. Click on the Shipment ID under Affected Shipments to view additional shipment data.
8. Click More.
9. Enter the following shipment information below:

Field
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Enter Your Results…
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Service Provider ID
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Total Actual Cost
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Planned Cost
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Rate Offering
Rate Record
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The Planned Cost is the original OTM calculated cost of the shipment, and does not change.
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The Total Actual Cost reflects the current service provider and associated rates.
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Lesson Review
• Give an example of when you manually change an OTM shipment.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What is the difference between Change Service Provider and Select and Change Service
Provider? Use help.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are the submenus under View in the actions menu?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What option would you select from the actions menu if you wanted to change a
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Solution – Changing Service Provider
Service Provider ID NW99
Total Actual Cost USD 710
Planned Cost USD 605
Rate Offering NW99 TL
Rate Record NW99 OR
Lesson Review
• Give an example of when you manually change an OTM shipment.
This is a discussion point. More examples than the striking drivers given here.
• What is the difference between Change Service Provider and Select and Change Service
Provider? Use help.
Click Actions. Click (?), click help for each action:
Change Service Provider: OTM only displays valid service providers.
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Select and Change Service Provider: You select among all service providers, valid or
not.
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• What are the submenus under View in the actions menu?
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− Limited Audit
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− Map Related Shipments
− Plot Related Shipments
− Related Shipments
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− View Related Capacity Commitments
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What option would you select from the actions menu if you wanted to change a
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truckload shipment to a less than truckload shipment?
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OChange Shipment Details > Change Transport Mode.

Summary
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Tendering Process
Chapter 13
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Tendering Process
Chapter 13 - Page 1
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Tendering Process
Chapter 13 - Page 2
Tendering Process
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Tendering Process
Chapter 13 - Page 3
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Tendering Process
Chapter 13 - Page 4
Objectives
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Tendering Process
Chapter 13 - Page 5
What is Tendering?
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Tendering Process
Chapter 13 - Page 6
Service Provider Notification
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Tendering Process
Chapter 13 - Page 7
How to Accept or Decline the Tender
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Tendering Process
Chapter 13 - Page 8
Demo 1 Overview: Tendering and Accepting a Tender
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Tendering Process
Chapter 13 - Page 9
Guided Demonstration - Tendering and Accepting a Tender
Viewing Shipment Status
4. Click Search.
6. Click View.
7. Click Status.
8. Click the triangle to the left of Status Type to see all statuses.
Tendering Your Shipment
10. From the Shipment View page, click Actions > Tender.
Two Step Process:
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• APPROVE FOR EXECUTION indicates that a shipment has completed the planning
short, handover from planning team to execution team.

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process and is ready for tendering. OTM sets the status REVIEWED_EXECUTE. In
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TENDER SHIPMENT sends the notification to the carrier with detailed information
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about the move. OTM sets the status SECURE RESOURCES_TENDERED.
One Step Process: OA

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SECURE RESOURCES, OTM sets the status REVIEWED_EXECUTE and SECURE
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RESOURCES_TENDERED and sends a tender notification to the carrier. In short, a
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planner does everything.
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11. Click Secure Resources.
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12. Click the Shipment ID on the confirmation page.
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13. Click Status.
Tendering Process
16. Close the Shipment View page.
Accepting Your Tender
17. From the Shipment View page, click Actions > Tender.
The carrier can log into OTM, in their own domain, to respond to your tender. You, as a
transport planner, can also do it for them. For example, you might call them to get a quick
reply.
If the carrier claims they never received your tender notification, you can send it again with
the action Re-transmit Tender.
18. Click Accept Tender.
19. Click the Shipment ID on the confirmation page.
20. Click Status.
23. Close the Shipment View page.
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Tendering Process
Open Tenders
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Tendering Process
Types of Open Tenders
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Tendering Process
What Does Open Tendering Do?
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Shipment Status
status REVIEWED and SECURE RESOURCES status values changed.

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Clicking on Status in the Shipment View or Edit page displays the shipment status with the
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When you tender a shipment via Broadcast Tender or Spot Bid Tender, OTM:
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• Sends a notice of the tender to all valid service providers.
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• Starts a timer previously created in OTM. The default response time is the latest of all
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service provider response times.
• Sets the shipment status to SECURE RESOURCES_TENDER RESPONSE OPEN.
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Service providers can respond to a Broadcast Tender or Spot Bid Tender via integration or by
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using On-Line Booking and Tendering.
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Tendering Process
Broadcast Tender
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Tendering Process
Spot Bid Tender
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Tendering Process
Demo 2 Overview: Sending an Open Tender
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Tendering Process
Guided Demonstration - Sending an Open Tender
4. Click Search.
5. Mark the checkbox next to the shipment you just created.
6. Click Actions > Open Tender.
You can click Broadcast Tender or Spot Bid Tender.
7. Click Broadcast Tender.
• OTM only displays service providers that support broadcast tendering and are valid for
this shipment.
• The default response time is the latest of all service providers but you can override the
default on this page.
• As you submit, OTM sets the status SECURE RESOURCES_TENDER RESPONSE

OPEN.
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Tendering Process
Practice 1 Overview: Tendering a Shipment and Accepting the
Tender
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Tendering Process
Practice - Tendering a Shipment and Accepting the Tender
Tasks
2. Click Search.
4. Click View.
5. Click Status.
6. Enter the Shipment Status Values for the Status Types listed below:
REVIEWED
SECURE RESOURCES
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8. From the Shipment view page, click Actions > Tender > Secure Resources.
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On the confirmation page, click on the Shipment ID to view additional shipment data.
10. Click Status.

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Status Type
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11. Enter the Shipment Status Values for the Status Types listed below:
Status Value
REVIEWED
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SECURE RESOURCES
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Tendering Process
14. From the Shipment view page, click Actions > Tender > Accept Tender.
15. In the confirmation page, click the Shipment ID.
16. Click Status.
17. Enter the Shipment Status Value for the Status Type listed below:
REVIEWED
SECURE RESOURCES
Lesson Review
• When is the two-step tendering process generally used? What are the two actions that
are selected in the two-step process?
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• What is the status value in OTM when a shipment has been tendered?
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When is re-transmit used?
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_____________________________________________________
Tendering Process
• How do you tender to your carriers?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• In your business process, will you set up OTM to automatically tender to a carrier after
shipment planning?
_____________________________________________________
_____________________________________________________
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Tendering Process
Solution – Tendering a Shipment and Accepting the Tender
REVIEWED REVIEWED_NOT REVIEWED
SECURE RESOURCES SECURE RESOURCES_NOT STARTED

REVIEWED REVIEWED_EXECUTE
SECURE RESOURCES SECURE RESOURCES_TENDERED

REVIEWED REVIEWED_EXECUTE
SECURE RESOURCES SECURE RESOURCES_ACCEPTED
Lesson Review
• When is the two-step tendering process generally used? What are the two actions that
are selected in the two-step process?
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When different departments have responsibility for approving for execution and sending
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tenders.
− 1. Finalize planning – Approve for execution
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− 2. Arrange transportation – Tender Shipment
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What is the status value in OTM when a shipment has been tendered?
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SECURE RESOURCES - TENDERED.
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When is re-transmit used?
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carrier.
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• OHow do you tender to your carriers?
Discussion point.
Tendering Process
• In your business process, will you set up OTM to automatically tender to a carrier after
shipment planning?
Discussion point.
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Summary
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Tendering Process
Shipment Events
Chapter 14
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Shipment Events
Chapter 14 - Page 1
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Shipment Events
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Shipment Events
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Shipment Events
Chapter 14 - Page 4
Objectives
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Chapter 14 - Page 5
What is a Shipment Event?
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Shipment Events
Chapter 14 - Page 6
What is a Shipment Event?
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Chapter 14 - Page 7
Shipment Events Versus OTM Statuses
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Chapter 14 - Page 8
What Does OTM Do in Response to Shipment Events?
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Shipment Events
Chapter 14 - Page 9
OTM Response to Shipment Events
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and departure times for the stops downstream.

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Demo Overview: Entering a Shipment Event and Viewing Stop
Times
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Shipment Events
Guided Demonstration - Entering Shipment Events and Viewing
Stop Times
Responsibility: Service Provider
Entering Shipment Events
1. Login to OTM as SERVPROV.SHAREDCORE1-NW99 using password CHANGEME.
2. Click Buy Shipment Events.
3. Enter a Shipment Reference Number Value of YOURDOMAIN. For example COREDEMO.
4. Select a Shipment Reference Number Qualifier of GLOG.
5. Click Search.
6. Click the ID.
7. Click Add Event.
8. Select a Status of Delayed and Shipment Delayed.
9. Select a Reason of Driver Related and Driver Related.
10. Enter an Event Date/Time of Today’s Date at 23:30 (11:30PM).
11. Select an Event Location of 2. SALEM, OR, USA.

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OTM returns to the Shipment Events page. Note your newly added event.
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•
AI
If you have many events to enter, you can click Save and Add Event to continue on this
same page.
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13. Log out of the SERVPROV domain.
a
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Responsibility: Transport Planner
Int
Viewing Updated Arrival and Departure Times
cle
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14. Log back in to OTM as YOURDOMAIN.ADMIN. For example, COREDEMO.ADMIN.
r
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Shipment Events
18. Click Search.
19. Click the ID of your latest shipment.
20. Click the Stops tab.
21. Click Edit next to the second stop for Salem where the delayed event was entered.
• Compare the Planned, Estimated, and Actual Arrival Time.

− Planned times always remain as originally calculated.
− There is an actual arrival time.
− OTM updates downstream estimated times, but not upstream estimated times.
23. Click Edit next to the third stop for Tillamook.
• Compare the Planned and Estimated Times. Note how the Estimated Times have been
updated based on the event entered for a previous stop.
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Shipment Events
Practice Overview: Entering Shipment Events and Viewing Stop
Times
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Shipment Events
Practice - Entering Shipment Events and Viewing Stop Times
Tasks
In this practice, you will:
• Act as NORTHWEST TRUCK LINES and add a shipment delayed event to the multi-
stop TL shipment.
• Act as a transport planner for Best Foods in Portland and find out how this delay affects
your shipment.
1. Ensure all OTM windows are closed.
2. Login to OTM as SERVPROV.SHAREDCORE1-NW99 using password CHANGEME.
3. Click Buy Shipment Events.
4. Enter a Shipment Reference Number Value of YOURDOMAIN. For example CORE02.
5. Select a Shipment Reference Qualifier of GLOG.
6. Click Search.
7. Click the ID.
8. Click Add Event.

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9. Select a Status of Delayed and Shipment Delayed.
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10. Select a Reason of Driver Related and Driver Related.
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11. Enter an Event Date/Time of Today’s Date at 23:30 (11:30PM).
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12. Select an Event Location of 2. SALEM, OR, USA. &
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OTM returns to the Shipment Events page. Note your newly added event.
e
cl
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14. Log out of the SERVPROV domain.
Or
15. Log back in to OTM as YOURDOMAIN.ADMIN. For example CORE02.ADMIN
Shipment Events
16. Click b (for the Business Monitor). Which query has been updated after performing this
exercise?
19. Click Search.
20. Click the ID.
21. Click the Stops tab.
22. Click Edit next to the second stop for Salem where the delayed event was entered.
23. Compare the Planned, Estimated, and Actual Arrival Time.

Planned Arrival Estimated Arrival Actual Arrival
Planned Departure Estimated Departure Actual Departure
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25. Click Edit next to the third stop for Tillamook.
Us
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26. Compare the Planned and Estimated Times. Note how the Estimated Times have been
updated based on the event entered for stop 2 Salem.
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Shipment Events
Lesson Review
• What is a shipment event?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What is the difference between the OTM status of a shipment and shipment events?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• On a shipment, what is the difference between planned arrival times, estimated arrival
times, actual arrival times, and pickup appointment times?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• When an actual arrival time is sent to OTM with a shipment event, for which stops does
ly
OTM update the arrival and departure times?
_____________________________________________________
On
_____________________________________________________
se
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_____________________________________________________
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Shipment Events
Solution – Enter a Shipment Event and Viewing Stop Times
SHIPMENT-DELAYED 1

Same date Same Date of shipment event
Same New empty

Same New Empty
Same New Empty
Lesson Review
• What is a shipment event?
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A way to send real world information about shipments into OTM. Shipment events
describe what, why, when, and where something happened.
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•
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What is the difference between the OTM status of a shipment and shipment events?
AI
− Shipment event: external, instantaneous information about a shipment
− OTM status: internal, saved information about an object (e.g. a shipment)
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•
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On a shipment, what is the difference between planned arrival times, estimated arrival
a
n
times, actual arrival times, and pickup appointment times?
ter
− Planned: OTM calculates based on transit time etc
n
− Estimated: OTM re-calculates based on upstream shipment stop times.
I
− Actual: OTM stores the times given in the shipment events.
e
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− Appointment: OTM stores the values given for reservations made.
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•
OWhen an actual arrival time is sent to OTM with a shipment event, for which stops does
OTM update the arrival and departure times?
No.
Shipment Events
Summary
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Shipment Events
Visibility
Chapter 15
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Visibility
Chapter 15 - Page 1
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Visibility
Chapter 15 - Page 2
Visibility
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Visibility
Chapter 15 - Page 3
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Visibility
Chapter 15 - Page 4
Objectives
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Visibility
Chapter 15 - Page 5
Visibility for Shipments
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Visibility
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You can find and view information about order bases, order releases, and shipments in many
ways. Most visibility options appear in the Visibility menu. Other visibility options appear as
SmartLinks or Actions in different managers.
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Visibility
Chapter 15 - Page 6
Visibility for Orders
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Visibility
Chapter 15 - Page 7
What is Public Tracking?
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Visibility
Chapter 15 - Page 8
Demo Overview: Viewing Order and Shipment Information
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Visibility
Chapter 15 - Page 9
Guided Demonstration - Viewing Order and Shipment Information
Track and Trace Shipments
1. Click Transportation Planning and Execution > Visibility > Shipment Visibility.
4. Click Search.
5. Click SmartLink > Track and Trace.
• Note the BM reference number from this shipment.
Public Tracking
You will search for shipments using a specific reference number.
6. Click Transportation Planning and Execution > Visibility > Public Tracking.
7. Select a Shipment Reference Number Qualifier of BM.
8. Enter the Shipment Reference Number Value you noted above.
9. Click Search.
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Visibility
Practice Overview: Viewing Order and Shipment Information
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Visibility
Practice - Viewing Order and Shipment Information
Tasks
2. Click Search.
3. On the latest shipment you created, click SmartLink > Track and Trace.
4. Note the BM reference number from this shipment.

BM Reference Number
Viewing Shipment Events
6. Click Search.
7. Mark the checkbox next to the latest shipment you created.
8. Click Actions > Events > View Events.
9. Enter the shipment event information below.

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Field Enter This Value…
Event Description
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Event Location
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Event Date and Time
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10. Close the Shipment Events page.
r
Public Tracking
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You will search for shipments using a specific reference number.
c
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11. Click Transportation Planning and Execution > Visibility > Public Tracking.
O
12. Select a Shipment Reference Number Qualifier of BM.
13. Enter the Shipment Reference Number Value you noted above.
Visibility
14. Click Search.
OTM displays the Tracking Results page.
Lesson Review
• What kind of information do you need to search with the public tracking?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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Visibility
Solution - Viewing Order and Shipment Information
BM Reference Number NW99-000001 (It can vary if many shipments were
built before.)
Viewing Shipment Events

Field Enter This Value…
Event Description SHIPMENT DELAYED
Event Location SALEM
Event Date and Time Today’s date
Lesson Review
• What kind of information do you need to search with the public tracking?
Shipment ID, shipment reference number, or domain name.
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Visibility
Summary
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Visibility
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Visibility
Freight Settlement
Chapter 16
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Freight Settlement
Chapter 16 - Page 1
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Freight Settlement
Chapter 16 - Page 2
Freight Settlement
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Freight Settlement
Chapter 16 - Page 3
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Freight Settlement
Chapter 16 - Page 4
Objectives
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Freight Settlement
Chapter 16 - Page 5
Freight Payment
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Freight Payment
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• The shipper buys the transportation services from the service provider.
s
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• The service provider sends the shipper an invoice for the amount owed.
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Freight Settlement
Chapter 16 - Page 6
Customer Billing
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Customer Billing
customers.
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Customer billing is used with sell shipments where the service provider sells shipments to
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Freight Settlement
Chapter 16 - Page 7
Freight Payment Process
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Freight Payment Process
As a shipper, you get many invoices from your service providers.
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Before you pay them, you will want to:
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• Bring the invoice information into OTM.
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• Match the invoice to the shipment listing all the specifics for this invoice.
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• Compare the requested amount on the invoice to the planned amount on the shipment and
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decide if you approve the invoice for payment.
• Send a voucher for the approved amount to the service provider via your accounts payable
system.
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Freight Settlement
Chapter 16 - Page 8
Create an Invoice within OTM
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Freight Settlement
Chapter 16 - Page 9
Manually Create an Invoice
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Freight Settlement
Create an Invoice From a Shipment
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Freight Settlement
Manually Match an Invoice to a Shipment
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Status of Shipments
of ACCEPTED, BOOKED, or PICKUP NOTIFICATION.

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• You can only match an invoice to shipments with a SECURE RESOURCES status value
I U
• When you manually match an invoice to a shipment, OTM sets the invoice status value to
MATCH_MATCHED_MANUAL.
OA
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• If you are manually matching an invoice to a shipment and the shipment already has an
l
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invoice matched to it, OTM sets the invoice status value to
ern
MATCH_NON_ORIGINAL_INVOICE.
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Freight Settlement
Manually Approve an Invoice for Payment
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How to Manually Approve an Invoice for Payment
buy shipment or have bypassed the matching process.

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Before you can manually approve an invoice, the invoice must be matched to a corresponding
When you manually approve an invoice, OTM:

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• Sets invoice status value to APPROVAL_APPROVED_MANUAL
OA
• Creates a voucher
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Freight Settlement
Manually Unapprove an Invoice for Payment
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Notes on Invoices
You can view these notes on the invoice edit and view pages.
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Each time you perform an action against an invoice, OTM records what happened in a note.
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Freight Settlement
What is Allocation?
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Freight Settlement
What is Allocation?
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Freight Settlement
Example of Allocation by Weight
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Example
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The allocated cost for item 1.2 is USD 800 x (2000 lb / 40000 lb) = USD 40.
s
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Freight Settlement
Demo Overview: Matching, Approving, and Unapproving an
Invoice
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Freight Settlement
Guided Demonstration - Matching, Approving, and Unapproving
an Invoice
Manually Matching an Invoice
1. Click Financials > Payment Invoice Management > Payment Invoice.
2. Enter an Invoice/Bill Number of NW99.
3. Click Search.
5. Click Actions > Matching > Manual Match Invoice.
6. Close this page.
Manually Approving an Invoice
7. Click Actions > Approve Invoice.
You can approve the full amount or enter approved amounts for each line item.
8. Close this page.
Checking Invoice Status
9. Click View on the invoice results page.
10. Click Status.

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s
These statuses mean that the invoice has been successfully matched and approved.
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• APPROVAL APPROVED MANUAL or APPROVAL_APPROVED_AUTO
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• MATCH MATCHED MANUAL or MATCH_MATCHED_AUTO
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Unapprove Invoice
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12. On the Invoice view page, click Actions > Unapprove Invoice.
c
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13. Click OK.
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14. Close this page.
15. Refresh the Invoice View page in your browser or reload the page in OTM.
Freight Settlement
16. Click Status.
These statuses mean that the invoice has been successfully matched but not approved.
• invoice status: APPROVAL_NOT_APPROVED
• MATCH MATCHED MANUAL
When you unapproved an invoice, OTM deletes vouchers not yet sent or issues a negative
voucher for a voucher that has been sent.
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Freight Settlement
Practice Overview: Creating, Matching, and Approving an Invoice
and Allocating Costs
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Freight Settlement
Practice - Creating, Matching, and Approving an Invoice and
Allocating Costs
Tasks
Viewing Allocation State
2. Click on the Transport tab.
3. Enter a Service Provider ID of NW99.
4. Click Search.
5. Click the ID.
6. Click Status.
7. Note the status value below.

ALLOCATION_SHIPMENT
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Manually Creating an Invoice

On
10. Click New.
se
I U
previously. (for example, NW99-000001).
OA
11. Enter an Invoice Number identical to the BM Shipment Reference Number you noted
l &
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12. Select Standard as the Consolidation Type (drop down list).
te
13. Enter a ServProv Alias Qualifier of GLOG.
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14. Enter a ServProv Alias of SHAREDCORE1.NW99.
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15. Click Next.
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16. Enter a Reference Number identical to the BM Shipment Reference Number you noted
previously. (for example, NW99-000001).
17. Select a Reference Number Qualifier of BM.
Freight Settlement
18. Click Save.
19. Enter an Involved Party Contact of PLANNER.
20. Select a Communication Method of BY CONTACT.
21. Select an Involved Party Qualifier of LOGISTICS.
22. Click Save.
23. Click Next.
25. Enter a Line Item Sequence Number of 1.
26. Enter a Freight Charge of 580.00 USD.
27. Enter a Description of B for base cost.
30. Enter a Line Item Sequence Number of 2.
32. Enter a Description of S for stop off cost.

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34. Click Next to see the Routes/Ports page.
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35. Click Next to see the Equipment page.
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36. Click Next.
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OTM displays the Stops tab.
a
e
37. Click New Stop.
rn
Int
38. Enter this data:
cle Field Enter This Data…
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Stop Sequence Number 1
O
Location ID PORTLAND
Freight Settlement
Field Enter This Data…
Location ID SALEM
Field Enter This Data…

Location ID TILLAMOOK
39. Click Next.
OTM displays the Summary tab.
41. Enter a Weight of 44500 LB.
42. Enter a Volume of 3450 CU FT.
43. Click Finished.
44. From the invoice confirmation page, click View.
45. Click Actions > Matching > Manual Match Invoice.

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46. Enter your Shipment ID.
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47. Click OK.
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OTM displays a message indicating the invoice has been successfully matched.

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50. Click Search.
e
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51. Click the ID.
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You need to reload your invoice to be able to see data that has changed since you opened the
invoice last.
52. Click Status.
Freight Settlement
53. Note the following Status Values.
MATCH
APPROVAL
55. From the Invoice page, click Actions > Approve Invoice.
OTM displays the Invoice Approval page.
56. Click Approve Full Amount.
57. Enter a Note of “XXX approves this invoice” where XXX equals your initials.
58. Click Finish.
OTM displays a message indicating the invoice has been successfully approved.
61. Click Search.

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63. Click View.
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AI
You need to reload your invoice to be able to see data that has changed since you opened the
invoice last.
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64. Click More.
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65. Scroll to the Notes section.
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Freight Settlement
66. Note the following information.
Question Answer
What time was the
invoice matched?
Was the invoice matched
manually or
automatically?
Which user approved the
invoice?
Did the user enter a note
for the approval?
67. Click Status.
68. Note the following Status Value.

MATCH
APPROVAL
Verifying Voucher Creation
70. On the Invoice view page, scroll to the Vouchers section.

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71. Note the ID of the Voucher below:
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Field
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Enter Your Results
Voucher ID
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Question
al Enter Your Answers
How was this Voucher
ern
t
created?
(Hint: Use Help)
In
cle
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72. Click on the Voucher ID.
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73. Click Status.
Freight Settlement
74. Note the following Status Value.
ISSUED
76. Close the Voucher view page.
Allocating Shipment Costs to the Order Level
78. Click Search.
79. Mark the checkbox next to the latest shipment you created.
80. Click Actions > Settlement > Allocate Cost.
OTM displays the Allocated Cost page.
81. Click the Buy Shipment ID.
82. Click More.
83. Scroll to the bottom of the page to see the Order Release Line Allocation.
ly
84. Note the following about the allocated costs.
Question
n
Enter Your Results…
O
e
What is the allocated cost
for the golf balls?
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AI
85. Scroll to the top of the page and click Status.
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86. Enter the status value below and compare this with the status you documented previously.
ernStatus Type Status Value
nt
ALLOCATION_SHIPMENT
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88. Close the Voucher view page.
89. Close the Allocation confirmation page.
Freight Settlement
Lesson Review
• What is the difference between freight payment and customer billing?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are the two options for freight payment?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What OTM status values must a shipment have to make it eligible for matching?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Does OTM need to plan the shipment in order to pay the shipment?
_____________________________________________________
_____________________________________________________
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_____________________________________________________
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• Why would you allocate costs?
AI
_____________________________________________________
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_____________________________________________________
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_____________________________________________________
In
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Freight Settlement
Solution - Creating, Matching, and Approving an Invoice and
Allocating Costs
Viewing Allocation State
ALLOCATION_SHIPMENT NOT ALLOCATED

MATCH MATCH_MATCHED_MANUAL
APPROVAL APPROVAL_NOT APPROVED

Question Answer
What time was the Today
invoice matched?
Was the invoice matched Manually
manually or
automatically?
Which user approved the CORExx.ADMIN
ly
invoice?
Did the user enter a note
for the approval?
Yes: XXX approves this invoice.
On
se
Status Type
I U
Status Value
MATCH MATCH_MATCHED_MANUAL
OA
APPROVAL
l
APPROVAL_APPROVED_MANUAL
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te
Verifying Voucher Creation
n
e I Field Enter Your Results
cl
Voucher ID YYYYMMDD-nnnn
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Freight Settlement
Question Enter Your Answers
How was this Voucher Click Actions. Click (?). Click help topic for Approve
created? Invoice.:
(Hint: Use Help)
OTM creates a voucher when you approve and invoice.

ISSUED ISSUED_ISSUED
It is an Automation Agent we have prepared in public
that sets this status when a new voucher gets created. In
real life this Automation Agent would first sent the
voucher to an accts payable system.
Allocating Shipment Costs to the Order Level

Question Enter Your Results…
What is the allocated cost Share of Stop-off charge: 20.45 USD
for the golf balls? Share of Base charge: 91.24 USD

ALLOCATION_SHIPMENT ALLOCATION_SHIPMENT_ALLOCATED
Lesson Review
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•
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What is the difference between freight payment and customer billing?
− Freight Payment: Buy. Shipper pays carrier.
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− Customer Billing: Sell. 3PL charges its customer.
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• What are the two options for freight payment?
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Auto-pay and match pay.
ern
•
t
What OTM status values must a shipment have to make it eligible for matching?
In
le
SECURE RESOURCES must be one of ACCEPTED, BOOKED, or PICKUP
c
NOTIFICATION.
ra
•
ODoes OTM need to plan the shipment in order to pay the shipment?
No.
Freight Settlement
• Why would you allocate costs?
Some examples would be:

− Attribute costs to internal cost centers within a company that consolidates
shipments to save money.
− To calculate sell charges as a per cent markup on incurred costs on the buy side.
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Summary
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Freight Settlement

OTM 5.5 - Core Competence Volume 1

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OTM 5.

Restricted Rights Legend

Chris Hugosson and Julie Poindexter

Technical Contributors and Reviewers

Sheryl Slopey, Sundar Arunapuram, Dan Filetti and Ruijin Qi

OTM NAVIGATION ......................................................................................................................................2-1

SCENARIO: BUILD, EXECUTE AND SETTLE A SHIPMENT..............................................................7-1

SCENARIO: CONFIGURE OTM, BUILD, TENDER AND SETTLE A MULTI-STOP SHIPMENT..17-1

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

CASE STUDY: CREATING AND TENDERING A MULTI-LEG SHIPMENT .....................................41-1

SCENARIO: BUILD A MULTI-LEG SHIPMENT .....................................................................................42-1

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

SCENARIO: PRE-SCHEDULED MILK RUNS..........................................................................................71-1

APPENDIX: LOG FILES...............................................................................................................................74-1

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

• Understand the transport process of your company.

• Basic knowledge of transportation and logistics processes.

• There are no prerequisites for this course.

How This Course Is Organized

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

• OTM 5.5 Administration Guide

• OTM 5.5 Branding Guide

• OTM 5.5 Data Management Guide

• OTM 5.5 Integration Guide

• OTM 5.5 Structural Changes

• OTM 5.5 Technical Architecture

• OTM 5.5 XML Interface Changes

• OTM 5.5 Release Notes

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

ern statement is displayed:

cl references, interface Select “Include a reusable module component”

ra elements with long and click Finish.

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OTM 5.5 Core Competence Table of Contents

Typographic Conventions Within Code

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OTM 5.5 Core Competence Table of Contents

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

bands, you become familiar with OTM.

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Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

• Service provider domain

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can see all child data but not vice versa.