OTM 5.5 - Core Competence Volume 2

OTM 5.
5 Core Competence
Volume 2 - Student Guide
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Edition 2.0
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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
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Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
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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
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criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
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The information in this document is subject to change without notice. If you find any problems in the documentation, please report
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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:
t
debug.seti('I',300);
Quotation marks
In Lesson and chapter This subject is covered in Unit II, Lesson 3,
e
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].

vii
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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SCENARIO: CONFIGURE
OTM, BUILD, TENDER AND
SETTLE A MULTI-STOP
SHIPMENT
Chapter 17
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SCENARIO: CONFIGURE OTM, BUILD, TENDER AND SETTLE A MULTI-STOP SHIPMENT

Chapter 17 - Page 1
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Chapter 17 - Page 2
Scenario: Configure OTM, Build, Tender, and Settle a Multi-stop
Shipment
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Chapter 17 - Page 3
Shipment
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In this scenario, your job is to create the setup for a multi-stop truckload shipment and a less-
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than-truckload shipment. You will then build the shipments, tender the multi-stop shipment to
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the carrier, and send a pickup notification to the less-than-truckload carrier.
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Chapter 17 - Page 4
Configure OTM, Build, Tender, & Settle a Multi-stop Shipment
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All information describing this scenario is here. The lessons in this scenario will guide you and
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help ensure that all data is set up correctly.
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Chapter 17 - Page 5
Business Scenario
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Business Scenario
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• You create shipments for multiple orders of food and automotive parts all originating in
Phoenix, and with a destination of either San Diego or Los Angeles.
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• Because food must not be contaminated, automotive parts must not be transported with
food.
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• Shipments can be transported by the truckload carriers, Big Texan Trucking or Antelope
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Lines or by the less-than-truckload carrier, Longhorn Trucking.
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• After defining a multi-stop itinerary, you will create both a multi-stop shipment and a
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direct shipment. You need to re-sequence the stops on the multi-stop shipment due to
customer requests. You will then tender the shipments to the selected carriers.
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• The truckload carrier Big Texan will decline the tender so OTM will re-tender to Antelope
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Line instead.
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• You will match and approve the invoice from Antelope Lines and allocate the vouchered
costs to the orders.

Chapter 17 - Page 6
Shipment
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Chapter 17 - Page 7
Shipment
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In this scenario, your job is to create the setup for a multi-stop truckload shipment and a less-
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than-truckload shipment. You will then build the shipments, tender the multi-stop shipment to
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the carrier, and send a pickup notification to the less-than-truckload carrier.
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Chapter 17 - Page 8
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All information describing this scenario is here. The lessons in this scenario will guide you and
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help ensure that all data is set up correctly.
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Chapter 17 - Page 9
Business Scenario
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Business Scenario
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• You create shipments for multiple orders of food and automotive parts all originating in
Phoenix, and with a destination of either San Diego or Los Angeles.
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• Because food must not be contaminated, automotive parts must not be transported with
food.
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• Shipments can be transported by the truckload carriers, Big Texan Trucking or Antelope
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Lines or by the less-than-truckload carrier, Longhorn Trucking.
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• After defining a multi-stop itinerary, you will create both a multi-stop shipment and a
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direct shipment. You need to re-sequence the stops on the multi-stop shipment due to
customer requests. You will then tender the shipments to the selected carriers.
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• The truckload carrier Big Texan will decline the tender so OTM will re-tender to Antelope
c
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Line instead.
Or
• You will match and approve the invoice from Antelope Lines and allocate the vouchered
costs to the orders.

Chapter 17 - Page 10
Locations and Corporations
Chapter 18
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Chapter 18 - Page 1
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Chapter 18 - Page 2
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Chapter 18 - Page 3
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Chapter 18 - Page 4
Objectives
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Chapter 18 - Page 5
What is a Location?
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Entering Location Data
effectively use them in orders, rates, and shipments.

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• Include as much geographic information as possible in a location so that OTM can
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• OTM calculates distance using latitude and longitude. OTM can pre-populate latitude and
longitude based on city, state/province, and postal code.
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• Time zone is important in calculating shipment start and end times. OTM can pre-
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populate time zone based on city, state/province, postal code, and country.
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Chapter 18 - Page 6
What is a Corporation?
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When you create a new location, you must assign it to a corporation.
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Chapter 18 - Page 7
Demo Overview: Creating a Location
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Chapter 18 - Page 8
Guided Demonstration - Creating a Location
Creating a Location
Enter as much as you know about each location. This helps OTM better combine orders and rates
into shipments.
1. Click Transportation Planning and Execution > Location Management > Location Manager.
2. Enter a Location ID of PHOENIX DC.
3. Click Search.
4. Click the ID.
• Note how the Location ID is grayed out when editing. For each domain, the ID must be
unique. Your company might create a naming scheme to control IDs. The only way to
change an ID is to copy the object, enter the new ID, and delete the old object.
• Note the Location Name. The name can make it easier for us humans to find an object if
the ID is cryptic.
• Note the Corporation ID. Each location must belong to a corporation.
• Note the address information. OTM can populate values for latitude and longitude
based on known combinations of postal code, country, and lat/long.
It is possible to have OTM, verify part of your address information against data you
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know is correct. For example, OTM can prevent you from saving if the postal code,
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city, and country is an unknown combination.
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5. Click the Roles tab.
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6. Click Edit to the far right of SHIPFROM/SHIPTO.
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Note the Fixed Stop Time of 1 H (hours). You can also use define a variable stop time.
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If you add both a fixed and a variable stop time, OTM adds up both.
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7. Click Save at the bottom of the page.
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8. Click the Routing tab.
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Note the Location Classification. Some rates differentiate between residential and
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Ocommercial locations.
Note the Service Provider Profile. You can exclude certain carriers from ever dealing
with this location or enforce the use of certain carriers for this location. E.g. the relation
between dock workers and the driver for a certain carrier has soured at this location.

Chapter 18 - Page 9
• Note the Equipment Group Profile. You can define use or non-use of certain types of
equipment for this location. E.g. not use 53ft equipment for narrow inner city locations.
• Note the Substitute Location. You can define another location where shipments should
be picked up or delivered instead of at this location.
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Practice Overview: Creating Locations
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Practice - Creating Locations
Tasks
Creating a Location
2. Click New.
3. Enter a Location ID of PHOENIX DC.
4. Enter a Location Name of PHOENIX DC.
5. Click n (new) next to Corporation ID.
6. Enter a Corporation ID of PHOENIX CORP.
7. Enter a Corporation Name of PHOENIX CORPORATION.
8. Click Finished.
OTM returns to the Location – Identification tab.
9. Enter an Address Line of 123 MAIN STREET.
10. Enter a City of PHOENIX.
11. Enter a Province Code of AZ.
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12. Enter a Postal Code of 85004.
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13. Enter a Country Code of USA.
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14. Click Next.
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15. Click New Location Role Profile.
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16. Select the Location Role SHIPFROM/SHIPTO.
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17. Enter a Fixed Stop Time of 1 H (hours).
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19. Click Finished.

Create a Destination Location
Field Enter this Data…

Location ID LOS ANGELES STORE
Corporation ID GENERAL STORE INC (already exists)
Address 2100 WILSHIRE BLVD., LOS ANGELES, CA 90043 USA
Location Role SHIPFROM/SHIPTO
Fixed Stop Time 30 M (minutes)
Verifying Location
The location for the San Diego General Store has been created for you.
Question Enter Your Answers…
What is the stop time for
SAN DIEGO STORE?
Who is the contact listed
for this store?
Adding to User Favorites
If you want, you can add your new locations as user favorites.
Lesson Review
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• How does a location relate to a corporation?
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Do you need a corporation with a location?
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• Why is a location role important?
_____________________________________________________
_____________________________________________________
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• What fields can OTM-populate for you when you enter a postal code?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are stop times used for in OTM?
_____________________________________________________
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Solution – Creating Locations
Verifying Location
The location for the San Diego General Store has been created for you.
What is the stop time for 30 M
SAN DIEGO STORE?
Who is the contact listed Miranda Michaels
for this store?
Lesson Review
• How does a location relate to a corporation?
Every location belongs to a corporation.
• Do you need a corporation with a location?
Yes.
• Why is a location role important?
It defines the function of a location so OTM can use the location correctly. Also, OTM
requires different information depending on the role of the location, for example cross-
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dock.
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What fields can OTM-populate for you when you enter a postal code?
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Time zone and lat/long. OTM can also validate the postal code but not populate it.
• What are stop times used for in OTM?

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They define load and unload times as a combination of fixed and variable times.
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Summary
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Calendars
Chapter 19
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Calendars
Chapter 19 - Page 1
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Calendars
Chapter 19 - Page 2
Calendars
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Calendars
Chapter 19 - Page 3
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Calendars
Chapter 19 - Page 4
Objectives
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Calendars
Chapter 19 - Page 5
What is a Calendar?
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Cyclical and Annual
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Cyclical calendars represent activities that occur in a cycle such as weekly. Cyclical calendars
also have overrides for certain dates. For example, repeat weekly but close on Christmas Eve
no matter what day of the week it is.
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Annual calendars specify activities for each date and cover a period of time that does not
repeat.
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We focus on cyclical calendars in this course.
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Calendars
Chapter 19 - Page 6
Calendar Activity
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Common Activities
• Receive: A location is open for receiving incoming goods.
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• Load: A location is open for loading outgoing goods.
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• Office hours: A contact at a service provider is available to answer tender requests.
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Calendars
Chapter 19 - Page 7
Calendar Examples
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Calendars
Chapter 19 - Page 8
Calendar Examples
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Calendars
Chapter 19 - Page 9
Demo Overview: Creating a Calendar
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Calendars
Guided Demonstration - Creating a Calendar
Creating a Calendar
2. Enter a Location ID of LOS ANGELES STORE.
3. Click Search.
4. Click the ID.
6. Click Edit to the far right of the SHIPFROM/SHIPTO Location Role.
7. Click v (view) next to Calendar ID.
For a cyclical calendar, you must specify:

− How many days are in each cycle. Common values are one and seven.
− What day should start each cycle. For example, if you want your weekly cycle
to start on Mondays, select a date that is a Monday.
• Note the Activities and Times. Since your cycle is 1, the detail will apply to every day
in your calendar. This calendar allows receiving between 6AM and 9PM.
Since this calendar is attached to a location, OTM interprets the location as closed for
everything but what you explicitly allow here. You might want to add CLOSED
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activities for the remaining hours of the day to make it easier to understand.
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Note an Override Name of CHRISTMAS. OTM will prevent any activities during
Christmas Day regardless of the activities defined above.
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8. Close the calendar window.
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Calendars
Practice Overview: Creating a Calendar
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Calendars
Practice - Creating a Calendar
Tasks
Creating a Calendar
2. On the search page, enter LOS ANGELES STORE in the Location ID field.
3. Click Search.
4. Click the ID.
6. Click Edit to the far right of the SHIP FROM/SHIP TO Location Role you previously
created.
7. Click n (new) next to Calendar ID.
8. Enter a Calendar ID of 6AM TO 9PM.
9. Enter Calendar Notes of 6AM TO 9PM 7 DAYS.
10. Mark the checkbox next to I would like this calendar’s cycle to be days long.
11. Enter 1 into the day text field.
12. Click Next.

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13. Enter a Day of 1.
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Since your cycle is 1, the detail will apply to every day in your calendar.
14. Select 6AM and :00 minutes for the start time.
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15. Select 9PM and :00 minutes for the end time.
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16. Select the Activity of RECEIVE and indicate this Activity as Perform.
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17. Click Save.
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18. Click Next.
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19. Enter an Override Name of CHRISTMAS.
20. Click on the Clock icon next to Start Date and select the upcoming December 25.
Calendars
21. Select the Activity of CLOSED and indicate this Activity as perform.
22. Click Save.
23. Click Finished.
OTM returns to the Location – Roles page. OTM applies your calendar to Los Angeles
General Store.
24. Click Save.
25. Click Finished.
Lesson Review
• What are the different types of calendars and how are they different?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What does override in a calendar accomplish?
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• Name three activities that can be indicated on a calendar?

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Calendars
Solution – Creating a Calendar
Lesson Review
• What are the different types of calendars and how are they different?
− Cyclical: you define a pattern that OTM can apply repeatedly.
− Annual: you define each day in a calendar
• What does override in a calendar accomplish?
For a cyclical calendar, overrides temporarily break the repeating pattern.
• Name three activities that can be indicated on a calendar?
RECEIVE, LOAD, CLOSED.
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Calendars
Summary
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Calendars
Contacts
Chapter 20
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Contacts
Chapter 20 - Page 1
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Contacts
Chapter 20 - Page 2
Contacts
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Contacts
Chapter 20 - Page 3
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Contacts
Chapter 20 - Page 4
Objectives
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Contacts
Chapter 20 - Page 5
What is a Contact?
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Contacts
Chapter 20 - Page 6
Demo Overview: Creating a Contact
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Contacts
Chapter 20 - Page 7
Guided Demonstration - Creating a Contact
Creating a Contact
1. Click Business Process Automation > Communication Management > Contacts.
2. Enter a Contact ID of PHOENIX DC PLANNER.
3. Click Search.
4. Click the ID.
• Note the Language Spoken. OTM selects a tender notification template matching the
language you select.
• Note the User ID.
This is the address for the communication method MESSAGE CENTER.
5. Click the Notification tab.
• Note the Com Method ID MESSAGE CENTER.
• Note the Rank of 1. If you leave the calendar undefined, OTM assumes your contact is
available 24/7.
• Note that there is a second Communication Method of MANUAL with a rank of 2. You
can enter as many communication methods as you need.
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Contacts
Chapter 20 - Page 8
Practice Overview: Creating a Contact
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Contacts
Chapter 20 - Page 9
Practice - Creating a Contact
Tasks
Creating a Contact
2. On the search page, enter PHOENIX in the Location ID field.
3. Click Search.
4. Click the ID.
5. Click the Communication and Remarks tab.
6. In the middle of the page, click n (new) next to Contact.
8. Enter a First Name of MARK.
9. Enter a Last Name of JONES.
10. Select a Language Spoken of English.
11. Click on f (find) next to User ID.
12. Enter a Domain Name of YOURDOMAIN (for example, CORE02).
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13. Click Search.
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14. Mark the checkbox next to YOURDOMAIN.ADMIN.
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19. Click Save next to the Calendar ID field.
20. Enter a second Communication Method of MANUAL with a rank of 2.
21. Click Save.
Contacts
22. Click Finished.
OTM returns to the Communication and Remarks tab and applies your contact to Phoenix
DC.
23. Click Save next to the Contact text field.
24. Click Finished.
Lesson Review
• What does the language spoken list box indicate in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What do communication methods indicate in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What does the response time in communication method indicate?
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Contacts
Solution – Creating a Contact
Lesson Review
• What does the language spoken list box indicate in OTM?
OTM sends tenders using a template in the language you select.
• What do communication methods indicate in OTM?
How a contact prefers to communicate.
• What does the response time in communication method indicate?
How long OTM should wait for a response to a tender request. This only matters for
service provider contacts, not for contacts on locations like in this practice.
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Summary
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Contacts
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Contacts
Commodities and Items
Chapter 21
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Chapter 21 - Page 1
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Chapter 21 - Page 2
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Chapter 21 - Page 3
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Chapter 21 - Page 4
Objectives
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Chapter 21 - Page 5
Item Data on Orders
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Order Information Overrides Item Information
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Entering data for frequently shipped items saves you time when entering orders. Still, defining
items is not necessary. If your company ships items that vary all the time or you do not need to
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track what items you ship, you can skip creating these items and just enter weight, volume, and
item classification information on the order.
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Information on the order overrides information in the material manager. You can specify all
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weights, volumes, and item classifications on your orders instead.
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Chapter 21 - Page 6
Why Define Items?
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Chapter 21 - Page 7
Relationship of Material Manager Data
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Relationships of Data
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Data in the material manager relates to each other in a specific way.
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• Items belong to a commodity
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• Packaged items belong to an item
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Chapter 21 - Page 8
What is a Commodity?
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Grouping Items into a Commodity
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During equipment selection, OTM uses commodities. Since commodities group multiple items,
your items must be able to be transported in the same piece of equipment. For example, a
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commodity of snack food may include items such as pretzels, peanuts, chocolate cookies, and
crackers. All of these items can be shipped on dry trailers.
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Chapter 21 - Page 9
Demo 1 Overview: Creating a Commodity
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Guided Demonstration - Creating a Commodity
Creating a Commodity
1. Click Order Management > Material Management > Commodity.
2. Click New.
3. Enter a Commodity ID of SHELL FISH.
4. Enter a Temperature Control ID of REFRIGERATED.
You define what temperature range this commodity must stay within for informational
purposes.
5. Mark the Temperature Control checkbox.
When you mark this checkbox, OTM only selects equipment that supports the temperature
range you specified.
6. Select a Mode Profile of AIR.
Your commodity might require a specific transport mode to stay fresh.
• Note the Equipment Group Profile. Your commodity can require specific equipment.
• Note the Commodity Incompatibilities. You can specify commodities that OTM should
not plan to combine into one shipment. For example, do not combine garments and
batteries, chemicals and food.
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Important Terms
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Terms
Item defines the product or goods being shipped.
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Packaged item combines the item with packaging.
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Packaging unit is a shippable unit of packaged items.
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Transport handling unit is a platform that helps handle the goods while in transport.
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Examples
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Relationships
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Define a Packaged Item
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Define a Packaged Item
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The pallet configuration is sometimes referred to as TiHi from the words tier and height.
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Demo 2 Overview: Creating an Item
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Guided Demonstration - Creating an Item
Viewing an Unpackaged Item
1. Click Order Management > Material Management > Item.
2. Enter an Item ID of DEMO.
3. Click Search.
4. Mark all checkboxes.
5. Click Edit.
• Note the effective and expiration dates. You can prevent OTM from building shipments
containing items outside their effective time window.
• Note the Commodity ID and other classifications. You can specify as many
classifications as you need. If you cannot find the classification system you need, you
can define your own (user defined).
6. Click Edit by the Packaged Item ID DEMO1 PI.
Each item can ship in different packaging. You can define as many packaged items as you
need.
• Note that there is no Packaging Unit. You can specify your packaging unit on the order
instead.
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Note the Package Weight. OTM interprets the package weight as the weight of this
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unpackaged item only. OTM can add the tare weight of any packaging units and
transport handling units you might specify on your order.
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OTM returns to the Header tab.
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Viewing a Packaged Item
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Click Next at the top of the page.
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Click Edit by the Packaged Item ID DEMO2 PI-PU.
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Note that there is a Packaging Unit.
• Note the Package Weight. Since there is a packaging unit specified in this top part of
the page, OTM interprets the package weight as the weight of six bags and the tare
weight of the packaging unit.

• Note the Inner Pack Count. This is the number of packaged items in each packaging
unit.
Viewing an Unpackaged Item on Pallet
11. Click Next at the top of the page.
12. Click Edit by the Packaged Item ID DEMO3 TIHI PI.
• Note that there is no Packaging Unit.
• Note the Package Weight. Since there is no packaging unit specified in this top part of
the page, OTM interprets the package weight as the weight of this unpackaged item
only.
• Note the TIHI section at the bottom of the page. For a release method of AUTOCALC
on your order base or order release, OTM calculates how many transport handling units
you need to ship a given number of these items.
Viewing a Packaged Item on Pallet
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15. Click Edit by the Packaged Item ID DEMO4 TIHI PI-PU-THU.
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• Note that there is a Packaging Unit.
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Note the Package Weight. Since there is a packaging unit specified in this top part of
the page, OTM interprets the package weight as the weight of six bags and the tare
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weight of the packaging unit. &
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Number). For a release method of AUTOCALC on your order base or order release,
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packaging units (boxes) or packaged items.
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Viewing a Packaged Item on Pallet
18. Click Edit by the Packaged Item ID DEMO5 TIHI PI-PU-MANY THU.
• Note that there is no Packaging Unit. You define packaging units in the bottom section
instead.
• Note the Package Weight. Since there is no packaging unit specified in this top part of
the page, OTM interprets the package weight as the weight of one bag.
• Note the TIHI section at the bottom of the page (the section containing Sequence
Number). For a release method of AUTOCALC on your order base or order release,
OTM calculates how many transport handling units you need to ship a given number of
packaging units (boxes) or packaged items.
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Practice Overview: Creating Commodities and Items
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Practice - Creating Commodities and Items
Tasks
1. Click Order Management > Material Management > Commodity.
2. Click New.
3. Enter a Commodity ID of SNACK FOOD.
4. Click Finished.
Creating an Item
5. Click Order Management > Material Management > Item.
6. Click New.
7. Enter an Item ID of CHOCOLATE COOKIES.
8. Enter a Commodity ID of SNACK FOOD.
9. Click New Packaged Item.
10. Select the Packaging Unit LARGE BOX.
11. Enter a Package Weight 25 LB.
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12. Select the Inner Pack Packaging Unit SMALL BOX.
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13. Enter an Inner Pack Count of 10.
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15. Click Finished.
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Creating an Item
Item ID CRACKERS
Commodity ID SNACK FOOD
Packaging Unit LARGE BOX
Package Weight 20 LB
Inner Pack Packaging Unit SMALL BOX
Inner Pack Count 10
Commodity ID AUTOMOTIVE PARTS
Commodity SNACK FOOD (from previous exercise)
Incompatibilities
Creating an Item
Item ID MOTOR OIL
Commodity ID AUTOMOTIVE PARTS
NMFC Class ID 60.0 (already exists)
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Inner Pack Count 6
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• How are item and commodity related?
_____________________________________________________
_____________________________________________________
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• How are packaged item and item related?
_____________________________________________________
_____________________________________________________
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• What does indicating an equipment group profile on a commodity accomplish?
_____________________________________________________
_____________________________________________________
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• What does commodity incompatibility indicate?
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Solution – Creating Commodities and Items
Lesson Review
• What are the components of the Material Manager?
Commodity manager and item manager
• How are item and commodity related?
Items belong to a commodity.
• How are packaged item and item related?
Packaged item belongs to an item.
• What does indicating an equipment group profile on a commodity accomplish?
The commodity can only ship on an equipment group the equipment group profile
allows.
• What does commodity incompatibility indicate?
Commodities cannot ship together.
• Name two fields contained in the packaged item.

− Packaging unit
− Package weight
− Unit volume
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Summary
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Equipment
Chapter 22
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Equipment
Chapter 22 - Page 1
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Equipment
Chapter 22 - Page 2
Equipment
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Equipment
Chapter 22 - Page 3
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Equipment
Chapter 22 - Page 4
Objectives
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Equipment
Chapter 22 - Page 5
What is Equipment?
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Equipment
group profile, and equipment group profile set.

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There are various levels of equipment within OTM including equipment group, equipment
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We focus on equipment groups and equipment group profiles in this course.
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Equipment
Chapter 22 - Page 6
Equipment Group
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Equipment
Chapter 22 - Page 7
Demo 1 Overview: Creating an Equipment Group
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Chapter 22 - Page 8
Guided Demonstration - Creating an Equipment Group
Creating an Equipment Group
1. Click Asset Management > Equipment Group Management > Equipment Group.
2. Enter an Equipment Group ID of 48FT TRAILER.
3. Click Search.
4. Click the ID.
• Note the volume, weight, and dimensions. OTM makes sure to plan shipments using
only equipment that can hold your goods.
• Note the Temperature Control ID field. OTM matches the temperature constraints your
commodities might require to what temperature this equipment can offer.
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Equipment
Chapter 22 - Page 9
Equipment Group Profile
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Equipment
Demo 2 Overview: Creating an Equipment Group Profile
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Equipment
Guided Demonstration - Creating an Equipment Group Profile
Creating an Equipment Group Profile
1. Click Asset Management > Equipment Group Management > Equipment Group Profile.
2. Enter an Equipment Group Profile ID of 48FT TRAILER COMPAT.
3. Click Search.
4. Click the ID.
• Note the Compatible checkbox. If you mark the Compatible checkbox, OTM must use
the equipment groups you list in this profile.
If you leave the Compatible checkbox cleared, OTM cannot use the equipment groups
you list in this profile.
• Note the Equipment Group ID. You enter as many equipment groups as you need.
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Equipment
Practice Overview: Creating and Assigning Equipment
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Equipment
Practice - Creating and Assigning Equipment
Tasks
1. Click Asset Management > Equipment Group Management > Equipment Group.
2. Click New.
3. Enter an Equipment Group ID of 48FT TRAILER.
4. Enter an Effective Volume of 3576 CU FT.
5. Enter an Effective Weight of 48000 LB.
6. Enter a length of 47.5 FT.
7. Enter a width of 8.25 FT.
8. Enter a height of 9.25 FT.
9. Click Finished.

Equipment Group ID 53FT TRAILER
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Effective Volume 3952 CU FT
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Effective Weight 49000 LBS
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Length 52.5 FT
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Width 8.25 FT
Height
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9.25 FT
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10. Click Asset Management > Equipment Group Management > Equipment Group Profile.
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11. Click New.
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12. Enter an Equipment Group Profile ID of 48FT TRAILERS COMPAT.
13. Mark the Compatible checkbox.
Equipment
14. Enter an Equipment Group ID of 48FT TRAILER (from previous exercise).
15. Click Save.
16. Click Finished.

Equipment Group Profile 53FT INCOMPAT
ID
Compatible Cleared
Equipment Group ID 53FT TRAILER (from previous exercise)
Equipment Group ID 53FT DOMESTIC CONTAINER (already exists)
Equipment Group ID 53FT DRY VAN (already exists)

You did not mark the
Compatible checkbox.
What does this mean?
Attach an Equipment Group Profile to a Location
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18. Enter a Location ID of LOS ANGELES STORE.
19. Click Search.

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20. Click the ID.
21. Click the Routing tab.

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22. Enter an Equipment Group Profile of 53FT INCOMPAT (from previous exercise).
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23. Click Finished.
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Equipment
Lesson Review
• What is the outcome of adding the 53FT INCOMPAT equipment group profile to the
LOS ANGELES STORE?
_____________________________________________________
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• What is the difference between an equipment group and an equipment group profile?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Name the areas of the system where an equipment group profile can be assigned.
_____________________________________________________
_____________________________________________________
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Equipment
Solution – Creating and Assigning Equipment
You did not mark the OTM cannot use these equipment groups wherever an object
Compatible checkbox. refers to this equipment group profile.
Lesson Review
• What is the outcome of adding the 53FT INCOMPAT equipment group profile to the
LOS ANGELES STORE?
OTM cannot send 53 ft equipment to or from the Los Angeles store.
• What is the difference between an equipment group and an equipment group profile?
− Equipment group: kind of equipment with measurements specifying how much it
can hold.
− Equipment group profile: categorizes equipment groups by common attributes like
size.
• Name the areas of the system where an equipment group profile can be assigned.
Location, commodity, (rate offering, itinerary), order base
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Summary
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Service Providers
Chapter 23
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Service Providers
Chapter 23 - Page 1
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Service Providers
Chapter 23 - Page 2
Service Providers
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Service Providers
Chapter 23 - Page 3
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Service Providers
Chapter 23 - Page 4
Objectives
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Service Providers
Chapter 23 - Page 5
What is a Service Provider?
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Service Providers
Chapter 23 - Page 6
Transport Mode
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Service Providers
Chapter 23 - Page 7
Mode Profile Definition
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Chapter 23 - Page 8
Demo Overview: Creating a Service Provider
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Service Providers
Chapter 23 - Page 9
Guided Demonstration - Creating a Service Provider
Creating a Service Provider
1. Click Contract and Rate Management > Service Provider Management > Service Provider
Manager.
2. Click New.
3. Enter a Service Provider/Location ID of DELETEME.
4. Enter a Corporation ID of BIG TEXAN TRUCKING. (already exists)
6. Click Finished.
OTM automatically creates a User ID in the SERVPROV domain.
Adding a Service Provider Contact
7. Click Edit on the confirmation page.
9. Select a Communication Method of MESSAGE CENTER.
10. Click f (find) next to User ID.
11. Enter a User ID of YOURDOMAIN (for example, COREDEMO).

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OTM automatically creates a primary contact for your service provider.
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Adding Service Provider Contact Details
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Service Providers
18. Click Details.
OTM only displays the details button after it has created a primary contact for you.
19. Click Edit.
21. Click Edit to the right of the MESSAGE CENTER.
22. Enter a Response time of 2 H (hours).
24. Click v (view) next to Calendar ID.
• Note the Days in Cycle and the activity of OFFICEHOURS.
Days 6 and 7 are defined as CLOSED even though OTM would have implicitly
interpreted the calendar this way even without these entries.
OTM uses primary contacts for tendering. Tendering looks for the calendar activity of
OFFICEHOURS.
25. Close the Calendar page.
OTM returns to the Contact Manager page.
27. Click Finished.

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28. Close the confirmation page.
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Practice Overview: Creating a Service Provider
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Service Providers
Practice - Creating a Service Provider
Tasks
Creating a Service Provider
Manager.
2. Click New.
3. Enter a Service Provider/Location ID of BTT9.
4. Enter a Service Provider/Location Name of BIG TEXAN TRUCKING.
5. Click n (new) next to Corporation ID.
6. Enter a Corporation ID of BIG TEXAN TRUCKING.
7. Click Finished.
OTM returns to the Service Provider tab.
8. Select the Mode Profile TL.
10. Select the Time Zone America/Phoenix.
11. Click Finished.

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Adding a Service Provider Contact

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15. Click on f (find) next to User ID.
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16. Enter a User ID of YOURDOMAIN (for example, CORE101).
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17. Click Search.
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18. Mark the checkbox next to SERVPROV.YOURDOMAIN-BTT9.
OTM creates a user account in the SERVPROV domain for you every time you create a
service provider in any domain.
Service Providers
19. Click Finish.
20. Click Finished.
23. Click Details.
OTM displays the Contact Manager view page.
24. Click Edit.
26. Click Edit to the right of the MESSAGE CENTER Com Method in the grid.
28. Click n (new) next to Calendar ID.
30. Enter Calendar Notes of 4AM TO 11PM 7 DAYS.
31. Mark the checkbox next to I would like this calendar’s cycle to be days long.
32. Enter 7 into the day text field.

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33. Click on the Clock icon.
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36. Enter a Day of 1. This will indicate the schedule for each Monday in the calendar since your
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calendar starts on a Monday.
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37. Select 4AM and :00 minutes for the start time.
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38. Select 11PM and :00 minutes for the end time.
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39. Select the Activity of OFFICEHOURS and indicate this Activity as perform.
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40. Click Save next to the Activity list box.
Service Providers
41. For days 2 through 5, repeat the process of indicating a day, time of 4:00AM until 11:00PM
with an Activity of perform OFFICEHOURS.
42. For days 6 through 7, leave the time as MIDNIGHT to MIDNIGHT but select an Activity of
perform CLOSED.
43. Click Next.
44. Click Finished.
OTM returns to the Contact Manager page.
46. Select the Com Method MANUAL.
47. Enter a Rank of 2.
49. Enter a Calendar ID of 4AM TO 11PM. This is the calendar you just created.
51. Click Finished.
53. On the Service Provider – Communication and Remarks tab, click Finished.
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Creating a Truckload Service Provider
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Note: Make sure you save the service provider by clicking Finished before you add the
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primary contact and again before you add the details for the primary contact.
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Int Field Enter this Data…
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Service Provider ID ATL9
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Service Provider Name ANTELOPE LINE
Corporation ID ANTELOPE LINE INC (new)
Mode Profile TL
Country Code USA
Service Providers
Time Zone America/Phoenix
Communication Method MESSAGE CENTER
User ID SERVPROV.YOURDOMAIN-ATL9
Details For the com method of MESSAGE CENTER, the Response
time is 2 hours and the calendar is 4AM TO 11PM
Lesson Review
• What are three types of mode profiles?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Why is it necessary to indicate a primary contact on a carrier?
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• What must be indicated on both a service provider and a location?
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Service Providers
Solution – Creating a Service Provider
What is the outcome of adding the 4AM TO 11PM OTM only runs the clock towards
calendar to each of the communication methods? the response time during office
What does this mean? hours.
Lesson Review
• What are three types of mode profiles?

− LAND
− LTL
− TL
− And so on
• Why is it necessary to indicate a primary contact on a carrier?
OTM only sends tenders to the primary contact.
• What must be indicated on both a service provider and a location?
Corporation
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Service Providers
Contact Notification
Chapter 24
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Objectives
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Chapter 24 - Page 5
What are OTM Events?
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What are OTM Events?
When OTM publishes an OTM event, three things can happen:
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Chapter 24 - Page 6
What is the Difference Between Shipment Events, OTM Events,
and OTM Statuses?
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Chapter 24 - Page 7
What is the Difference Between Shipment Events, OTM Events,
and OTM Statuses?
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Chapter 24 - Page 8
Notify Contacts Based on OTM Events
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Chapter 24 - Page 9
Demo Overview: Configuring Contact Notification
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Guided Demonstration - Configure Contact Notification
Configuring Contact Notification
1. Click Business Process Automation > Communication Management > Contact Notification.
2. Enter a Notify Subject ID of SHIPMENT TENDER – DECLINED.
3. Click Search.
4. Click on the ID.
OTM displays all contacts and contact groups that subscribe to this event.
• Note the Contact ID. Many contacts can subscribe to this event.
• Note the Communication Method of MESSAGE CENTER. You can specify a

communication method or choose BY CONTACT to go by the ranked list of
communication methods in each contact.
5. Click Edit to the far right of PHOENIX DC PLANNER.
6. Click v (view) next to Contact ID.
7. Click Edit.
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9. Close the Contact Manager page.
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10. Click Edit to the far right of DEMO.
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11. Click v (view) next to Contact ID.
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Practice Overview: Configuring Contact Notification
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Practice - Configuring Contact Notification
Tasks
Configuring Contact Notification
Set up OTM so the planner receives a message when a tender is declined.
1. Click Business Process Automation > Communication Management > Contact Notification.
2. Enter a Notify Subject ID of SHIPMENT TENDER – DECLINED.
3. Click Search.
4. Click the ID.
7. Click Save.
8. Click Finished.
Lesson Review
• Decide which of the following rows are OTM statuses and which are OTM events
Field Enter Your Answers…
ENROUTE ENROUTE
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If you want OTM to send an email to the transport planner and set the order release
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indicator to yellow every time you create a new order release, would you use contact
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notification or an Automation Agent?
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• If you want OTM to send an email to the transport planner and set the OTM status of
the order release to PLANNING NEW every time you create a new order release,
would you use contact notification or an Automation Agent?
_____________________________________________________
_____________________________________________________
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Solution – Configuring Contact Notification
• Decide which of the following rows are OTM statuses and which are OTM events
Field Enter Your Answers…
ENROUTE ENROUTE OTM status for shipment
SHIPMENT TENDER – SENT OTM event
PLANNING PLANNED – FINAL OTM status for order release
SHIPMENT - CREATED OTM event
• If you want OTM to send an email to the transport planner and set the order release
indicator to yellow every time you create a new order release, would you use contact
notification or an Automation Agent?
You must use an Automation Agent since you set an indicator.
• If you want OTM to send an email to the transport planner and set the OTM status of
the order release to PLANNING NEW every time you create a new order release,
would you use contact notification or an Automation Agent?
Because OTM sets the OTM status anyway, you only need to email the transport
planner which you can do with contact notification.
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Summary
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Automation Agents
Chapter 25
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Automation Agents
Chapter 25 - Page 1
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Automation Agents
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Automation Agents
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Automation Agents
Chapter 25 - Page 3
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Automation Agents
Chapter 25 - Page 4
Objectives
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Automation Agents
Chapter 25 - Page 5
What is an Automation Agent?
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Automation Agents
Chapter 25 - Page 6
What Can an Automation Agent Do?
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Automation Agents
Chapter 25 - Page 7
When to Use an Agent Instead of Contact Notification?
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Automation Agents
Chapter 25 - Page 8
Public Automation Agents
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Automation Agents
Chapter 25 - Page 9
Demo Overview: Creating an Automation Agent
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Automation Agents
Guided Demonstration - Creating an Automation Agent
Creating an Automation Agent
1. Click Business Process Automation > Agents and Milestones > Automation Agent.
2. Enter an Automation Agent ID of TENDER ACCEPTED INDICATOR.
3. Click Search.
4. Click the ID.
• Note the tabs in the Agent Manager.
The Agent Header defines when the Automation Agent should run.
The Actions define what the Automation Agent does when it runs.
The Error Handler defines actions to run if the first set of actions fails.
• Note the Active checkbox. OTM only runs active Automation Agents.
• Note the Event. The Automation Agent runs when this event occurs.
5. Click the Actions tab.
• Note the icons.
(d): deletes an Automation Agent action

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(i): opens an Automation Agent action for editing its parameters
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(arrow): inserts a new Automation Agent action on the row below.
6. Click the (i).

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Click the Error Handler tab.
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You can add additional actions here. Typically, these would notify a contact that an error has
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occurred.
Automation Agents
Practice Overview: Creating an Automation Agent
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Automation Agents
Practice - Creating an Automation Agent
Tasks
Creating an Automation Agent
2. Click New.
3. Enter an Agent ID of TENDER ACCEPTED INDICATOR.
4. Select an Agent Type of SHIPMENT.
5. Mark the Active checkbox.
6. Enter an Event of SHIPMENT TENDER – ACCEPTED.
7. Click Save.
8. Click Next.
9. Click Add Action.
10. Select the Action of SET INDICATOR.
11. Select the Indicator Value of G (green).
12. Click Save.
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Automation Agents
• How can it be that one of the Automation Agents prepared for this class could change
the indicators for every student in this class in spite of you working in different
domains?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are the main components of an Automation Agent?
_____________________________________________________
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Automation Agents
Solution – Creating an Automation Agent
• What can an Automation Agent do?
Perform most actions in the normal managers when a defined event occurs.
• How can it be that one of the Automation Agents prepared for this class could change
the indicators for every student in this class in spite of you working in different
domains?
Automation Agents in the public domain can act in all domains.
• What are the main components of an Automation Agent?

− Header
− Actions
− Error Handler
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Automation Agents
Financial Rules for Service
Providers
Chapter 26
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Financial Rules for Service Providers

Chapter 26 - Page 1
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Chapter 26 - Page 2
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Chapter 26 - Page 3
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Chapter 26 - Page 4
Objectives
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Chapter 26 - Page 5
Freight Payment Process Review
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Chapter 26 - Page 6
Match Pay
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Match Pay
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With match pay, OTM waits for an invoice from the service provider. OTM then:
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• Finds the shipment that matches the invoice.
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• Compares the requested amount to the planned amount.
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• Approves the invoice for payment or notifies you if the two amounts differ too much.
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Chapter 26 - Page 7
Auto Pay
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Auto Pay
occurs, such as receiving proof of delivery.

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With Auto Pay, OTM pays a service provider the planned amount when a specific event
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For example, when a shipment arrives at its final destination, the carrier sends proof of delivery
to OTM. This triggers the auto pay process.
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Chapter 26 - Page 8
Configure Match-Pay
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Manually Match and Approve
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You can also match and approve manually without match rules and approve rules.
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Chapter 26 - Page 9
Match Rules
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Example of Match Rule
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Example
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OTM can match based on the service provider’s SCAC as well as a bill of lading number.
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Demo 1 Overview: Defining Match Rules
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Guided Demonstration - Defining Match Rules
Creating a Match Rule
1. Click Financials > Payment Rule Management > Match Rule.
2. Enter a Match Rule ID of STANDARD RULE.
3. Click Search.
4. Click the ID.
• Note the checkboxes for Source Location Rule and Destination Location Rule. OTM
only matches an invoice to a shipment if the source and/or destination locations on both
invoice and shipment are identical.
• Note the Exact Match option button. OTM only matches an invoice to a shipment if
they both share the same service provider alias.
• Note the Match One or More option button. OTM matches an invoice to a shipment if
they share at least one reference number.
Creating a Match Rule Profile
5. Click Financials > Payment Rule Management > Match Rule Profile.
6. Enter a Match Rule Profile ID of DEFAULT RULE PROFILE.
7. Click Search.
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as it can match the invoice to a shipment.
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Auto Approve Rules
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Approve Manually
Instead, you can approve manually with payment invoice actions.

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When you approve invoices for payment manually, you do not need any auto approve rules.
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Auto Approve Rule Profiles
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Demo 2 Overview: Defining Auto Approve Rules
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Guided Demonstration - Defining Auto Approve Rules
Creating an Auto Approve Rule
1. Click Financials > Payment Rule Management > Auto Approve Rule.
2. Enter an Auto Approve Rule ID of DEFAULT APPROVAL.
3. Click Search.
4. Click the ID.
• Note the checkboxes for Apply Cost Approval Rule and Apply Weight Approval Rule.
These define if constraints for only cost, only weight, or both must be met for OTM to
approve an invoice.
OTM applies these default

rules if OTM cannot approve
using the detailed rules.
OTM tries to approve using

these detailed rules first.
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Creating an Auto Approve Rule Profile
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Click Financials > Payment Rule Management > Auto Approve Rule Profile.
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Enter an Auto Approve Rule Profile ID of DEFAULT APPROVAL PROFILE.
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Click Search.
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Click the ID.
List all auto approve rules you want to apply. If you have multiple rules, start with the most
detailed rule since OTM stops trying new approve rules as soon as it can approve the
invoice.

Demo 3 Overview: Assigning Rules To Service Provider
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Guided Demonstration - Assigning Rules to Service Provider
Assigning Rule Profiles to Carrier
Manager.
2. Enter a Service Provider ID of ATL9.
3. Click Search.
4. Click the ID.
• Note the Allocation Rule Profile ID.
• Note the Auto Approve Rule Profile ID.
• Note the Match Rule Profile ID.
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Automate Match Pay Actions
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Notification For Invoices That Fail the Process
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Demo 4 Overview: Viewing a Public Automation Agent
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Guided Demonstration - Viewing a Public Automation Agent
Copying and Updating Public Automation Agent
2. Enter an Agent ID of INVOICE - POST INSERT.
3. Click Search.
4. Click the ID.
• Note the Agent Events Listened To. OTM only runs this Automation Agent if you
import an invoice via XML. If another Automation Agent creates an invoice or you
create an invoice in the Invoice Manager, OTM will not run this Automation Agent.
• Note the action ELSEIF: STANDARD.
The Automation Agent matches and approves the invoice using the rules you defined
for the service provider.
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Configure Auto Pay
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Configure Auto Pay
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Configure Auto Pay
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Demo 5 Overview: Configuring Auto-pay
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Guided Demonstration - Configuring Auto-pay
Generating Invoices with an Automation Agent
2. Enter an Agent ID of DEMO-AUTOPAY1.
3. Click Search.
4. Click the ID.
• Note the Event. OTM starts the auto-pay process when the carrier confirms that he has
departed the delivery location.
• Note the action. OTM generates the invoice based on a shipment so the two are
automatically matched.
Approving Invoices with an Automation Agent
8. Click Search.
9. Click the ID.

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Note the Event and Restrictions. OTM runs this Automation Agent as soon as an
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Automation Agent changes an invoice status to MATCHED_AUTO.
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the service provider on the invoice.
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If OTM can approve the invoice, OTM automatically creates a corresponding voucher.
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Sending Vouchers with an Automation Agent
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13. Click Search.

14. Click the ID.
• Note the Event and Restrictions. OTM runs this Automation Agent as soon as OTM
creates a voucher.
• Note the actions. OTM sends the voucher to an external system and sets the voucher
status to ISSUED.
Configuring Service Provider for Auto-pay
Manager.
18. Click Search.
19. Click the ID.
• Note the checkbox Autopay and the Auto Approve Rule Profile ID.
For OTM to automatically approve an invoice, the service provider must be marked as
allowing this process and you must have defined an auto approve rule profile for this
service provider. You can use the same auto approve rules as you have seen for match
pay.
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Allocation Rules
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Allocation Rules
order releases and order release line items.

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Allocation rules determine how to divide costs on shipments, vouchers, and bills among related
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Configure Allocation
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Allocation Rule Profiles
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Demo 6 Overview: Configuring Allocation
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Guided Demonstration - Configuring Allocation
Creating an Allocation Rule
1. Click Financials > Allocation Rule Management > Allocation Rule.
2. Enter an Allocation Rule ID of ALLOC RULE.
3. Click Search.
4. Click the ID.
The top part of this page determines when OTM can apply this rule. The bottom part of this
page determines how to allocate costs on buy shipments (planned buy cost), vouchers
(actual buy cost), and bills (actual sell cost).
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Note the Order and Line checkboxes. OTM applies this rule to the order only, the order
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lines only, or both. Regardless of what you mark here, you must enter rules for how to
allocate both orders and lines below.

• Note the Planning section of the page. You define how OTM should allocate planned
costs on buy shipments to the corresponding order releases and corresponding order
release lines.
Creating an Allocation Rule Profile
5. Click Financials > Allocation Rule Management > Allocation Rule Profile.
6. Enter an Allocation Rule Profile ID of ALLOC RULE PROFILE.
7. Click Search.
8. Click the ID.
• Note the Default checkbox. If marked, OTM applies this rule to all service providers
lacking their own allocation rule profile.
• Note the Allocation Rule ID. List all allocation rules you want to apply. If you have
multiple rules, start with the most detailed rule since OTM stops trying new allocation
rules as soon as it can allocate costs.
Configuring Service Provider for Allocation
Manager.
11. Click Search.
12. Click the ID.

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Practice Overview: Configuring Financial Rules
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Practice - Configuring Financial Rules
Tasks
Creating a Match Rule
1. Click Financials > Payment Rule Management > Match Rule.
2. Click New.
4. Enter a Match Rule Description of DEFAULT RULE FOR NON CONSOLIDATED

INVOICES.
5. Select the Consolidation Rule Type of STANDARD.
6. Mark the option button next to Exact Match.
7. Mark the option button next to Match One or More.
8. Select the Shipment Refnum Qual ID of BM.
9. Click Save.
10. Click Finished.
11. Answer the following.

Question Answer
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Service Provider ID
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in your match rule?
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In your match rule,
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what type of
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reference number is
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OTM looking for on
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both the invoice and
the shipment?
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12. Click Financials > Payment Rule Management > Match Rule Profile.
13. Click New.

15. Enter a Match Rule Profile Description of DEFAULT PROFILE FOR INVOICES.
17. Click Save.
18. Click Finished.
19. Click Financials > Payment Rule Management > Auto Approve Rule.
20. Click New.
22. Enter a Description of DEFAULT APPROVE RULE.
23. Mark the Apply Cost Approval Rule checkbox.
24. Enter a Percent Above Invoice Cost Default of 1.
25. Enter a Percent Below Invoice Cost Default of 1.
26. Select the Consolidation Rule Type of BOTH.
27. Click Finished.

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Percent Above
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Can you indicate that
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Creating an Auto Approve Rule Profile
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29. Click Financials > Payment Rule Management > Auto Approve Rule Profile.
30. Click New.
31. Enter an Auto Approve Rule Profile ID of DEFAULT APPROVAL PROFILE.

32. Enter a Description of DEFAULT PROFILE FOR INVOICES.
34. Click Save.
35. Click Finished.
Creating an Allocation Rule
36. Click Financials > Allocation Rule Management > Allocation Rule.
37. Click New.
39. Select the Consolidated Invoice Allocation Type of BY LINE ITEM.
40. Enter data to match the screenshot below.
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41. Click Finished.

Creating an Allocation Rule Profile
42. Click Financials > Allocation Rule Management > Allocation Rule Profile.
43. Click New.
46. Click Save.
47. Click Finished.
Attaching Rule Profiles to Carrier
Manager.
50. Click Search.
51. Click the ID.
53. Enter an Auto Approve Rule Profile ID of DEFAULT APPROVAL PROFILE.

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55. Click Finished.
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57. Enter an Agent ID of INVOICE - POST INSERT.
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58. Click Search.
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59. Mark the checkbox.
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60. Click Actions > Copy Agent.
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61. Delete the existing Agent ID and enter an Agent ID of INVOICE CREATED MANUAL.
62. Click OK.

63. Ensure the Active checkbox is marked.
64. Click Edit next to INVOICE – CREATED INTEGRATION.
65. Click i next to Restrictions.
66. Select a Source of User.
67. Click Save.
68. Click Save again.

Question Answer
What OTM Event
triggers this Automation
Agent to run?
What are the restrictions?
70. Click Next.
71. Under ELSEIF: STANDARD, click the arrow to the right of INVOICE – AUTO
APPROVE.
72. Select the Action of IF.
73. Click n (new) next to Saved Condition.
74. Enter a Saved Condition ID of INVOICES NOT APPROVED.

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75. Enter a Saved Query ID of INVOICES NOT APPROVED (already exists).
76. Click Save.

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78. Click Save.
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79. Click the arrow to the right of IF: INVOICES NOT APPROVED.
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80. Select the Action of NOTIFY CONTACT.
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81. Enter a Contact of PLANNER.
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83. Enter a subject of An invoice is out of tolerance.

84. Click Save.
85. Click Finished.

Question Answer
What happens if this
invoice does not pass the
auto approve rules you
created and assigned to
the service provider?
Lesson Review
• What is the main criterion used by OTM for matching?
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• When matching reference numbers between invoices and buy shipments, do you have to
indicate a specific reference number qualifier on the match rule?
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• When creating a default auto approve rule, what would you enter for Percent
Above/Below Invoice Cost Default if you wanted OTM to approve an exact match?
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• Does an invoice need to be matched to a buy shipment before it can be approved?
_____________________________________________________
_____________________________________________________
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• If an invoice was automatically matched, what would be its status?
_____________________________________________________
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Solution – Configuring Financial Rules
Entering a Simple Order
Question Answer
Why did you not have This rule can be used for all service providers.
to specify a Service Exact Match means that OTM can only match if the
Provider ID in your service provider alias on invoice is the same as the
match rule? service provider alias on the service provider on the
shipment.
In your match rule, what BM = Bill of Lading Number
type of reference
number is OTM looking
for on both the invoice
and the shipment?

Question Answer
What does the Percent If the shipment cost is more than 1 percent higher
Above Invoice Cost then the invoice cost, the invoice is considered out
Default of 1 indicate? of tolerance and will not be approved.
Can you indicate that Yes
this auto approve rule
should only be used for
a certain location?
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What OTM Event
triggers this Automation
INVOICE – CREATED
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What happens if this OTM sends a message to the transport planner for
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invoice does not pass the this shipment stating the invoice is out of
Oauto approve rules you

created and assigned to
the service provider?
tolerance.

Lesson Review
• What is the main criterion used by OTM for matching?
Service provider
• When matching reference numbers between invoices and buy shipments, do you have to
indicate a specific reference number qualifier on the match rule?
Yes
• What does the sequence of the match rules in a match rule profile indicate?
They should be sequenced from the most detailed to the least. OTM will use the first
match rule it encounters that applies and disregards the others.
• When creating a default auto approve rule, what would you enter for Percent
Above/Below Invoice Cost Default if you wanted OTM to approve an exact match?
Zero
• Does an invoice need to be matched to a buy shipment before it can be approved?
Yes
• If an invoice was automatically matched, what would be its status?
Matched auto
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Summary
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Rate Manager
Chapter 27
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Rate Manager
Chapter 27 - Page 1
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Rate Manager
Chapter 27 - Page 2
Rate Manager
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Rate Manager
Chapter 27 - Page 3
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Rate Manager
Chapter 27 - Page 4
Objectives
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Rate Manager
Chapter 27 - Page 5
Rate Manager
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Rate Manager
Chapter 27 - Page 6
Rate Manager
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Rate Manager
Chapter 27 - Page 7
What is Rate Manager?
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What is Rate Manager?
Rates are comprised of four key components:
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• Rate distance: Determines the distance from one location to another.
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• Rate service: Determines the time required to transport goods from one location to
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• Rate offering: Contains contract level data specific to a service provider.
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• Rate record: Contains specific costing data from one location to another.
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The following four lessons on rates will discuss each of these components in detail with
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specific examples pertaining to truckload and LTL. Other modes such as rail, and vessel will
be discussed in the later lessons.
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Rate Manager
Chapter 27 - Page 8
Practice Overview: Rate Manager
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Rate Manager
Chapter 27 - Page 9
Practice - Rate Manager
Lesson Review
• What are four key rate components in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What do the four rate components define?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Why are rates important in OTM?
_____________________________________________________
_____________________________________________________
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Rate Manager
Solution – Rate Manager
Lesson Review
• What are four key rate components in OTM?
Distance, service time, offering, and record
• What do the four rate components define?

− Distance defines distance between locations.
− Service defines transit time between locations.
− Offering defines when OTM can use this rate; corresponding to contract level data.
− Record defines in what geography OTM can use this rate and cost data.
• Why are rates important in OTM?
OTM needs them to plan shipments.
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Summary
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Rate Manager
Rate Distance
Chapter 28
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Rate Distance
Chapter 28 - Page 1
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Rate Distance
Chapter 28 - Page 2
Rate Distance
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Rate Distance
Chapter 28 - Page 3
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Rate Distance
Chapter 28 - Page 4
Objectives
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Rate Distance
Chapter 28 - Page 5
What is Rate Distance?
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Rate Distance
Chapter 28 - Page 6
Distance Types
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Rate Distance
Chapter 28 - Page 7
Demo Overview: Configuring Rate Distance
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Rate Distance
Chapter 28 - Page 8
Guided Demonstration - Configuring Rate Distance
Configuring Rate Distance
1. Click Contract and Rate Management > Power Data > Contracts > Rate Distance.
2. Click Search.
OTM ships with some rate distance definitions.
3. Click New.
4. Enter a Rate Distance ID of LOOKUP ELSE ESTIMATE.
5. Select a Distance Type of LOOKUP.
In this case, OTM looks for pre-defined distance values.
6. Mark the checkbox Estimate Allowed.
If there is no distance value defined, OTM tries to estimate the direct distance using the
lat/long values on the locations.
7. Enter a Short Distance Cutoff of 10 MI.
8. Enter a Short Distance Factor of 1.6
In this case, OTM multiplies estimated distance shorter than 10 miles with 1.6.
9. Enter a Long Distance Cutoff of 110 MI.

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10. Enter a Long Distance Factor of 1.1
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For distances in between 10 miles and 110 miles, OTM prorates the distance factor.
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Note the External Distance Engine ID. Instead of pre-defining distances in OTM, OTM
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can communicate with third party software to lookup distances.
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Rate Distance
Chapter 28 - Page 9
Practice Overview: Rate Distance
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Rate Distance
Practice - Rate Distance
Lesson Review
• Name two distance types.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How does OTM estimate distances?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• When would you specify an External Distance Engine ID on a rate distance?
_____________________________________________________
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Solution – Rate Distance
Lesson Review
• Name two distance types.
Lookup and estimate
• How does OTM estimate distances?

− First a great circle calculation using the lat/longs on each location.
− Then, optionally, multiply with a factor for short or long distances.
• When would you specify an External Distance Engine ID on a rate distance?
When you have a 3rd party software package providing distance data to OTM.
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Rate Distance
Rate Service
Chapter 29
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Rate Service
Chapter 29 - Page 1
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Chapter 29 - Page 2
Rate Service
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Rate Service
Chapter 29 - Page 3
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Rate Service
Chapter 29 - Page 4
Objectives
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Rate Service
Chapter 29 - Page 5
Rate Service
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Rate Service
Chapter 29 - Page 6
Demo Overview: Creating a Rate Service
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Rate Service
Chapter 29 - Page 7
Guided Demonstration - Creating a Rate Service
Creating a Rate Service
1. Click Contract and Rate Management > Contract Management > Rate Service.
2. Enter a Rate Service ID of SIMULATION TL.
3. Click Search.
4. Click the ID.
• Note the Rate Service Type. SIMULATION calculates transit time based on distances,
speed you define here, and any time windows you have defined on, for example,
locations.
5. Click the Rate Service Details tab.
• Note the times at the top of the page. These fields model the legal requirements that the
US Department of Transportation or similar authorities in other countries publish. OTM
adds time for the driver to rest and sleep.
• Note the Distance, Speed, and Min Transit Time. For example, if the distance is 90
miles, OTM calculates the transit time as 90mi/45mph=2h and then adds any time
windows required.
It takes time for the driver to get the necessary paperwork, walk to the truck, and start
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the truck so you might want to define a minimum transit time. OTM uses that time if the
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calculated transit time is less than your minimum transit time.
Creating Other Rate Service Types

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6. Click the Rate Service Header tab.
7. Select a Rate Service Type of LOOKUP.

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In this case, you define what the transit time is for each lane. For example, the transit time
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between US zip code 19406 and the location Los Angeles General Store is three days, 18
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hours, and 30 minutes.
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Click the back button to return to the Rate Service Header tab.
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10. Select a Rate Service Type of GROUNDSCHEDULE.
Rate Service
Chapter 29 - Page 8
In this case, you refer to a schedule listing arrival and departure times for certain locations.
Compare to a bus schedule.
12. Click the Back button in your browser.
13. Select a Rate Service Type of EXTERNALDRIVE.
In this case, you refer to a third party software package that provides the transit time back to
OTM.
16. Select a Rate Service Type of DISTANCEDURATION.
17. Click the l (list) button next to Calendar.
18. Select any calendar.
OTM requires a calendar to account for holidays and weekends.
19. Click Finish.
In this case, you define the transit time in number of days within a radius.
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This rate service type is similar to DISTANCEDURATION, but you define the transit time
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parcel, or rail rates.
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Rate Service
Chapter 29 - Page 9
Practice Overview: Creating a Rate Service for Truckload
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Rate Service
Practice - Creating a Rate Service for Truckload
Tasks
Creating a Rate Service
1. Click Contract and Rate Management > Contract Management > Rate Service.
2. Click New.
3. Enter a Rate Service ID of SIMULATION TL.
4. Select the Rate Service Type SIMULATION.
5. Click Next.
6. Enter a Distance of 10 MI.
7. Enter a Speed of 20 MPH.
8. Click Save.
11. Click Save.
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14. Click Save.
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15. Click Finished.
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How can service time be entered when using the DISTANCEDURATION Rate
Service?
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Rate Service
• How does simulation calculate distance and time?
_____________________________________________________
_____________________________________________________
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• Rate distance is how OTM calculates_______________________ and rate service is

how OTM calculates_____________________.
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Solution – Creating a Rate Service for Truckload
Lesson Review
• How can service time be entered when using the DISTANCEDURATION Rate
Service?
Mileage bands.
• How does simulation calculate distance and time?
The distance can come from a lane lookup, lat/long calculations, or from an external
distance engine.
− Transit Time = distance / speed.
• Rate distance is how OTM calculates
distance
• and rate service is how OTM calculates
transit time
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Rate Service
Rate Offering and Stop-off
Charges
Chapter 30
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Rate Offering and Stop-off Charges

Chapter 30 - Page 1
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Chapter 30 - Page 4
Objectives
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Chapter 30 - Page 5
Rate Offering
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Rate Offering
A single service provider may have multiple rate offerings.
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Chapter 30 - Page 6
What is a Stop-off Charge?
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Chapter 30 - Page 7
Truckload Rate Offering With Stop-off Charges
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Types of Stops
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• Pickup Stops and Delivery Stops limit the number of stops of a certain kind.
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• Pickup stops + delivery stops = total all stops.
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Costs for Stops
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• Stops Included In Rate defines the number of stops included in the base cost. The source
and destination locations count as stops so, typically, the minimum number of stops
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• Total All Stops is the maximum number of stops allowed, no matter what the stop-off
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• A stop-off charge applies to a range of stops.
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- Your first range should start with 1. In this case, 1 means the first stop not included in
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- Your last range should end with the number of allowed additional stops. Last High
Stop = Total All Stops - Stops Included in Rate

Chapter 30 - Page 8
Demo Overview: Creating a Rate Offering
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Chapter 30 - Page 9
Guided Demonstration - Creating a Rate Offering
Creating a Rate Offering
1. Click Contract and Rate Management > Contract Management > Rate Offering.
2. Enter an Offering ID of BTT9 TL.
3. Click Search.
4. Click the ID.
5. Click the offering type drop down list to see valid offering types.
This determines what attributes OTM displays on the next tab.
• Note the Service Provider ID. Each contract is specific to a service provider.
• Note the Rate Service ID, where you define how to calculate transit time for this rate
offering.
• Note the Transport Mode where you define what transport modes this rate offering is
valid for.
• Note the Perspective where you define if this rate offering is valid for buy shipments,
sell shipments, or both.
• Note the Version where you define between what dates this rate offering is valid.
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this rate offering.
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• Note the Active checkbox where you decide if OTM can plan shipments using this rate
offering.
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offering if the potential shipment fits within these constraints.
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Note the Stops Included in Rate of 2.
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Replace the current Total All Stops with a value of 7.
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Leave the Pickup Stops at 1.

9. Replace the current a Delivery Stops of 3 with a value of 6.
The sum of your allowed pickup and delivery stops should equal the total number of stops
allowed. You can also leave these blank to allow any combination of pickup and delivery
stops.
10. Click Delete next to both of the Low Stop / High Stop entries.
11. Enter a Low Stop of 1.
12. Enter a High Stop of 2.
13. Enter a Per Stop Charge of 100.00 USD.
14. Click Save.
The sum of your highest High Stop and Stops Included in Rate should equal the total
number of stops allowed.
18. Click Save.
• Note a Rate Distance ID of LOOKUP ONLY. You refer to how OTM should calculate
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distances for this rate offering.
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Practice Overview: Creating Rate Offerings for Truckload
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Practice - Creating Rate Offerings for Truckload
Tasks
2. Click New.
3. Enter an Offering ID of BTT9 TL.
4. Select the Offering Type TL.
5. Enter a Service Provider ID of BTT9 (from previous exercise).
6. Enter a Rate Service ID of SIMULATION TL (from previous exercise).
7. Select the Transport Mode TL.
8. Select the Perspective Buy.
9. Enter a Version of UNTIL 2010 (already exists).
10. Click Next.
11. Enter Stops Included in Rate of 2.
12. Enter a Total All Stops of 4.
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22. Click Save.

23. Enter a Rate Distance ID of LOOKUP ONLY.
24. Click Finished.

Field Enter This Data…
Rate Offering ID ATL9 TL
Offering Type TL
Service Provider ID ATL9 (from previous exercise)
Rate Service ID SIMULATION TL
Transport Mode TL
Perspective Buy
Version UNTIL 2010
Stops Included In Rate 2
Total All Stops 3
Pickup Stops 1
Delivery Stops 2
Low Stops 1
High Stops 1
Per Stop Charge 100.00 USD
Rate Distance ID LOOKUP ONLY
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How are rate offering, service provider, rate service, and rate distance related?
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Explain the field called Stops Included in Rate.
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• Name two offering types in OTM.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What is a stop-off charge?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How would you enter the following information about a multi-stop rate into the fields
below? For 350 USD you can get a 45 ft trailer from New York City to Chicago.
Included in that price are: 3 stops along the way to pickup up goods and 1 stop to
deliver goods. You can only deliver at one stop. You may pickup goods at an additional
4 stops if you pay 75 USD per stop and yet another 4 stops for 80 USD per stop.
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Solution – Creating Rate Offerings for Truckload
Lesson Review
• How are rate offering, service provider, rate service, and rate distance related?
On the rate offering, you specify service provider, rate service, and rate distance.
• Explain the field called Stops Included in Rate.
OTM allows that number of stops without trying to apply a stop-off charge.
• Name two offering types in OTM.
See the drop-down menu in OTM. E.g. LTL, TL, RAIL.
• What is a stop-off charge?
A cost for stops beyond the number of stops included in the base rate.
• How would you enter the following information about a multi-stop rate into the fields
below? For 350 USD you can get a 45 ft trailer from New York City to Chicago.
Included in that price are: 3 stops along the way to pickup up goods and 1 stop to
deliver goods. You can only deliver at one stop. You may pickup goods at an additional
4 stops if you pay 75 USD per stop and yet another 4 stops for 80 USD per stop.
− Stops included in Rate: 4
− Total All Stops: 12
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− Delivery stops 1
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− High stop: 4
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Rate Record
Chapter 31
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Rate Record
Chapter 31 - Page 1
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Chapter 31 - Page 2
Rate Record
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Chapter 31 - Page 3
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Rate Record
Chapter 31 - Page 4
Objectives
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Chapter 31 - Page 5
Rate Record
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Rate Records Are More Specific Than Rate Offerings
takes precedence. For example:

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offering.
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Chapter 31 - Page 6
Multi-Cost Rule
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How OTM Adds Multiple Costs
Add: cost charged = Sum of costs
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Maximum: cost charged = min{cost marked as max, highest normal cost}
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Rate Record
Chapter 31 - Page 7
Example of Multi-Cost Rule
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Example
Add: 187.50 + 300 = 487.50
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Chapter 31 - Page 8
Demo Overview: Creating a Rate Record
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Rate Record
Chapter 31 - Page 9
Guided Demonstration - Creating a Rate Record
Creating a Rate Record for Truckload
1. Click Contract and Rate Management > Contract Management > Rate Record.
2. Click New.
OTM displays the Rate Offering search page. Whenever you create a new rate record, you
have to associate your rate record with a rate offering.
4. Enter a Rate Record ID of BTT9 AZ-CA.
5. Click Search.
6. Click the ID.
Your rate record refers to a rate offering to form a pair.
• Note the Source Geo Hierarchy STATE/PROVINCE.
• Note the Destination Geo Hierarchy STATE/PROVINCE. You can combine different
geo hierarchies. For example, from location to country.
7. Click Next.
• Note the Source Geography Province Code of AZ.

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Note the Destination Geography Province Code of CA. OTM can only use this rate
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Click Edit next to CHARGE 600.00 USD PER Buy Shipment.
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The page contains these sections:
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Conditional rules define when OTM can apply this cost.
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Cost defines what costs to apply.
• Charge type classifies the cost for multiple cost calculations, defines in what order to
calculate multiple costs and so on.
Rate Record
• Tariff allows you to map this cost to the tariff you are modeling.
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• Note that the option button next to the Amount field is marked.
You can define costs as

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− Amount per something
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− Percent discount off of previously calculated costs
− Amount per volume, weight, etc in breaks
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Note an Amount of 600.00 USD.
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Note the Basis of Shipment.
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You can limit what items OTM displays in this list. Two ways to do this is to:
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− Mark only certain rate record cost operands as enabled.
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O− Select the Rate Basis (same as Rate Record Cost Operands) you want to display per
Rate Offering Type.
Rate Record
• Note the option buttons for normal, minimum, or maximum cost. If you define many
costs, you can define this cost as the minimum or maximum for the combined costs.
10. Click Save.
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Practice Overview: Creating Rate Records for Truckload
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Rate Record
Practice - Creating Rate Records for Truckload
Tasks
Creating a Rate Record for Truckload
2. Click New.
OTM displays the Rate Offering search page. Whenever you create a new rate record, you
have to associate your rate record with a rate offering.
3. Enter a Rate Offering ID of BTT9 TL (from previous exercise).
4. Click Search.
5. Click Finish.
7. Select the Source Geo Hierarchy STATE/PROVINCE.
8. Select the Destination Geo Hierarchy STATE/PROVINCE.
9. Click Next.
10. Enter the Source Geography Province Code of AZ.
11. Enter the Destination Geography Province Code of CA.

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12. Click Next.
13. Click Add a Cost.

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14. Make sure the checkbox next to the Amount field is marked.
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15. Enter an Amount of 600.00 USD.
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16. Select the Basis of Shipment.
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17. Click Save.
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18. Click Finished.
Rate Record
Creating Rate Record for Truckload

Rate Offering ID ATL9 TL
Rate Record ID ATL9 850-CA
Source Geo Hierarchy USZIP3
Destination Geo STATE/PROVINCE
Hierarchy
Source Geography Postal 850
Code
Destination Geography CA
Province Code
Amount 550.00 USD
Basis Shipment
Remember to click Finished to save the new rate record.
Lesson Review
• What does the multi-cost rule indicate in OTM?
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Give an example of when a charge type of minimum cost would be used.
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Rate Record
• How is a rate record associated with a rate offering?
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Solution – Creating Rate Records for Truckload
Lesson Review
• What does the multi-cost rule indicate in OTM?
How to handle multiple costs within a rate record. Add, max, or min.
• Name three rate basis options when creating a rate cost.
There are several hundred to choose from. See the cost page in the rate record manager.
• Give an example of when a charge type of minimum cost would be used.

− For LTL, the carrier charges USD1/lb but no less than USD50/shipment =>
− => normal cost: USD 1/lb shipment weight
− => min cost: USD 50/shipment
• How is a rate record associated with a rate offering?
Each rate record belongs to a rate offering.
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Summary
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Rate Record
Rate Quality and Rate
Preference
Chapter 32
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Rate Quality and Rate Preference

Chapter 32 - Page 1
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Chapter 32 - Page 2
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Chapter 32 - Page 3
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Chapter 32 - Page 4
Objectives
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Chapter 32 - Page 5
What is Rate Quality?
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Chapter 32 - Page 6
Types of Costs
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Rate Quality
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You can define a percentage or a flat amount to be added to or subtracted from a carrier’s
contract rates, resulting in a weighted cost. This weighted cost does not affect the actual cost
on the shipment; OTM only uses the weighted cost to qualify rates.
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Chapter 32 - Page 7
How to Define Rate Quality
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Define Rate Quality
To use rate quality, you need to:
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• Assign the rate quality factor to either a rate offering or a rate record
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Chapter 32 - Page 8
Demo 1 Overview: Creating and Assigning a Rate Quality
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Chapter 32 - Page 9
Guided Demonstration - Creating and Assigning a Rate Quality
Factor
Creating a Rate Quality
1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate Quality
Factors.
2. Enter a Rate Quality ID of AZ-CA.
3. Click Search.
4. Click the ID.
• Note the Adjustment Percent and Adjustment Flat.

− To reduce the weighted cost, enter a negative flat amount or a percent value
between 0-99.
− To increase the weighted cost, enter a positive flat amount or a percent value larger
than 100.
− If you enter both a percent and flat value, OTM only uses the percent value.
Assigning the Rate Quality
You can assign the rate quality to your rate offerings as well.
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7. Click Search.
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8. Click the ID.
9. Click the Attributes tab.

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Note the Rate Quality ID.
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Rate Preferences
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Example of Rate Preferences
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Example of Rate Preferences
preference.
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Since the mode of TL has a preferred rate, OTM will only consider TL rates that have a rate
• Rate 2 is considered because there is a rate preference defined.

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• Rate 3 is not considered because it has a mode of TL, but no preference defined.
Rate 1 is considered since there are no preferred rates for LTL.
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Rate Preferences
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Demo 2 Overview: Creating and Enabling Rate Preferences
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Guided Demonstration - Creating and Enabling Rate Preferences
Creating a Rate Preference
1. Click Contract and Rate Management > Contract Management > Rate Preference.
2. Enter a Rate Preference ID of AZ CA TL.
3. Click Search.
4. Click the ID.
• Note the Lane ID and Rate Zone Profile ID fields. OTM only uses this rate preference
for shipments in this geographic area. A rate zone profile can contain multiple lanes.
• Note the Rate Offering ID. You list all rate offerings OTM should consider in this
geographic area.
Turning on Rate Preference
5. Click Transportation Planning and Execution > Power Data > Planning > Planning
Parameter Sets.
6. Enter a Planning Parameter Set ID of RATE PREF ON.
7. Click Search.
8. Click the ID.
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Note the Planning Parameters Overrides section. You must set USE RATE
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PREFERENCE to 1 for OTM to consider any of your defined rate preferences. If you
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do not set the parameter, OTM disregards your rate preferences while planning
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shipments and looking up rates in the international rate query.
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Practice 1 Overview: Creating and Enabling Rate Preferences
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Practice - Creating and Enabling a Rate Preference
Tasks
1. Click Contract and Rate Management > Contract Management > Rate Preference.
2. Click New.
3. Enter a Rate Preference ID of AZ CA TL.
4. Enter a Lane ID of AZ-CA (already exists).
5. Click l (list) next to the Rate Offering ID.
6. Mark the checkbox next to ATL9 TL.
7. Mark the checkbox next to BTT9 TL.
8. Click Finish.
9. Click Save.
10. Click Finished.
Turning on Rate Preference
Parameter Sets.
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12. Click New.
13. Enter a Planning Parameter Set ID of RATE PREF ON.

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15. Select the Planning Parameter Qualifier ID of USE RATE PREFERENCE.
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16. Enter Value of 1.
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17. Click Save.
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18. Click Finished.

Why did you assign the
Big Texan Trucking Rate
Offering and the
Antelope Rate Offering to
the rate preference?
What happens if you
define a rate preference,
but do not activate the
USE RATE
PREFERENCE Planning
Parameter?
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Solution – Creating a Rate Preference
Why did you assign the These are your preferred rates.
Big Texan Trucking Rate
Offering and the
Antelope Rate Offering to
the rate preference?
What happens if you OTM would behave as if there were no
define a rate preference, rate preferences defined.
but do not activate the
USE RATE
PREFERENCE Planning
Parameter?
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Practice 2 Overview: Creating and Assigning a Rate Quality
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Practice - Creating and Assigning a Rate Quality
Tasks
With your rate preference, Big Texan Trucking and Antelope Line are the preferred carriers. Of
those two, even though Big Texan Trucking has a higher flat charge, they provide superior
service, so you want OTM to select them as the carrier instead of Antelope Line.
Adding a Rate Quality
1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate Quality
Factors.
2. Click New.
4. Enter an Adjustment Flat of –250.00 USD.
5. Click Finished.
6. Answer the following

What does an adjustment flat
of –250.00 result in?

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10. Click the ID.
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13. Click Finished.
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What will happen now that
you have added a rate quality
factor to this rate record?
What if you had added the rate
quality factor to the rate
offering instead of the rate
record?
Lesson Review
• In OTM, which of the following can you use to define a rate quality?
− Rate record
− Rate offering
− Rate service
− All of the above
− Rate record and rate offering
− Rate record and rate service
• If you have enabled rate preferences and OTM finds the valid rates below, which one
will OTM select?
− USD 10, TL, preferred
− USD 5, TL, not preferred
− USD 10, LTL, not preferred
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Solution – Creating and Assigning a Rate Preference
Adding a Rate Quality
What does an adjustment flat The weighted cost is USD 250 lower than
of –250.00 result in? the planned cost.

What will happen now that While selecting rates, this rate will seem
you have added a rate quality USD 250 cheaper than its real cost. OTM
factor to this rate record? will still apply the real cost after selecting
rates.
What if you had added the rate Same thing but all rate records on that rate
quality factor to the rate offering are affected unless they have their
offering instead of the rate own rate quality defined.
record?
Lesson Review
• In OTM, which of the following can you use to define a rate quality?
− Rate record
− Rate offering
− Rate record and rate offering
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If you have enabled rate preferences and you have only the rates below in OTM, which
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− USD 10, TL, preferred
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− USD 5, TL, not preferred
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− OTM picks the USD 5 LTL rate.
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− Rate preferences are mode specific so the non-preferred TL rate disappears.
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Summary
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Rate Query
Chapter 33
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Rate Query
Chapter 33 - Page 1
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Rate Query
Chapter 33 - Page 2
Rate Query
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Chapter 33 - Page 3
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Rate Query
Chapter 33 - Page 4
Objectives
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Chapter 33 - Page 5
Rate Query
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Rate Query
Chapter 33 - Page 6
Practice Overview: Querying For Rates
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Rate Query
Chapter 33 - Page 7
Practice - Querying for Rates
Tasks
Running a Rate Query
1. Click the Rates icon within the Ask OTM taskbar.
2. Enter the Ship From Location ID of PHOENIX DC.
3. Enter the Ship To Location ID of LOS ANGELES STORE.
4. Click Find Rates.
OTM should return both your Big Texan Trucking rate and your Antelope Line.
5. Enter the results of the rate query below:

Field Enter Your Results…
Rate Offering ID for
ATL9
Rate Record ID for ATL9
Cost

BTT9
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Rate Record ID for BTT9
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Cost
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Field
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Enter This Data…
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Ship From Location ID
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PHOENIX DC
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Ship To Location ID
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SAN DIEGO STORE
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Click find rates
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Rate Query
Chapter 33 - Page 8
Enter the results of the rate query below:
Field Enter This Results…
ATL9
Rate Record ID for ATL9
Cost

BTT9
Rate Record ID for BTT9
Cost
Lesson Review
• Name three types of data you can enter on the Rate Query page.
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• In addition to rate data, what other type of data may be used by the rate query to find the
appropriate rate?
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What type of data must always be entered into the rate query to perform a query?
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Rate Query
Chapter 33 - Page 9
Solution – Querying for Rates
Rate Offering ID for ATL9 TL
ATL9
Rate Record ID for ATL9 ATL9 850-CA
Cost 550 USD

Rate Offering ID for BTT9 TL
BTT9
Rate Record ID for BTT9 BTT9 AZ-CA
Cost 600 USD

Rate Offering ID for ATL9 TL
ATL9
Rate Record ID for ATL9 ATL9 850-CA
Cost 550 USD
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Enter This Results…
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Rate Offering ID for BTT9 TL
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BTT9
Rate Record ID for BTT9 BTT9 AZ-CA
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Cost
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600 USD
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Lesson Review
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Name three types of data you can enter on the Rate Query page.
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− Transport mode
− Service provider
O− Pickup and delivery dates
− Commodity
− …
Rate Query
• In addition to rate data, what other type of data may be used by the rate query to find the
appropriate rate?
itinerary
• What type of data must always be entered into the rate query to perform a query?
locations
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Summary
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Rate Query
Less Than Truckload Rates
Chapter 34
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Chapter 34 - Page 1
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Chapter 34 - Page 2
Less than Truckload Rates
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Chapter 34 - Page 3
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Chapter 34 - Page 4
Objectives
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Chapter 34 - Page 5
What is an LTL Rate?
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What is an LTL Rate?
days.
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Service time (or transit time) between source and destination is usually defined by a number of
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• The day of the pickup is often not counted as a service day. Only the following days count
as a service days.
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• Weekends are rarely counted as service days either.
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Chapter 34 - Page 6
What are Rate Unit Breaks?
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Chapter 34 - Page 7
Example of Rate Unit Breaks?
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Chapter 34 - Page 8
What are Base and Master Rates?
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Chapter 34 - Page 9
Example of Master Rate
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To calculate the freight cost for a 5020 lb shipment from US zip code 194xx to 900xx, we find:
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• The base rate is $10.52/100 lb in the previous example
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• The master rate with carrier 1 is 42%
• The master rate with carrier 2 is 21%
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So the freight cost with:
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• Carrier 1 is $10.52/cwt x 50.20 cwt x (1-0.42) = $306.30
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• Carrier 2 is $10.52/cwt x 50.20 cwt x (1-0.21) = $417.20
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External Sources for LTL Base Rates
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LTL Rates In OTM
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Demo 1 Overview: Creating Weight Breaks
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Guided Demonstration - Creating Weight Breaks
Creating Weight Breaks
1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate Unit Break
Profiles.
2. Enter a Rate Unit Break Profile ID of LTL WEIGHT BREAKS.
3. Click Search.
4. Click the ID.
Here is an example of weight breaks defined as rate unit breaks. It contains the maximum
weight for each band.
5. Click New.
6. Select a Lookup Type of CONTINUOUS RANGE – Specified by max values.
7. Select a Data Type of UNIT OF MEASURE.
8. Select a UOM Type of WEIGHT.
Now you can enter your weight breaks.
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Demo 2 Overview: Viewing a Base Rate
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Guided Demonstration - Viewing a Base Rate
Viewing a Base Rate Offering
2. Enter a Rate Offering ID of PUBLISHED LTL.
3. Click Search.
4. Click the ID.
• Note the Offering Type. You define published LTL contracts as LTL BASE.
• Note the Service Provider ID field. Since many service providers will offer discounts
off of this published rate, you can leave the Service Provider ID blank.
Viewing a Base Rate Record
5. Click Actions > Show Related Rate Records.
• Note the Source Geo Hierarchy and Destination Geo Hierarchy. Typically these are
broader geographical areas for the base rate than for the master rates. For example,
state-state or between 3-digit US zip codes.
6. Click Uses Unit Breaks in the Rate Costs section.
OTM can only use this cost if the goods belong to NMFC class 60.0. Unit breaks contain
costs for each weight band.
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Demo 3 Overview: Viewing a Master Rate
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Guided Demonstration - Creating a Master Rate
Creating a Master Rate Offering
2. Enter a Rate Offering ID of LON9 LTL.
3. Click Search.
4. Click the ID.
• Note the Offering Type. For discount rates, you select LTL – MASTER.
• Note the Service Provider ID. As usual, you must enter what service provider this
contract is valid for.
• Note the Base Rate Offering. This defines what published rate the service provider is
discounting.
Creating a Master Rate Record
6. Click Actions.
7. Click OK.
8. Click Show Related Rate Records.

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9. Click Edit.
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10. Click the Rate Costs tab.
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Note the Apply Discount Of. OTM calculates a total cost of 80% of the published rate
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Practice Overview: Creating a Master Rate
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Practice - Creating a Master Rate
Tasks
Creating a Master Rate Offering
Rate Offering ID LON9 LTL
Offering Type LTL – MASTER
Service Provider ID LON9 (already created)
Rate Service ID LTL AZ-CA (already created)
Transport Mode LTL
Perspective Buy
Version UNTIL 2010 (already created)
Base Rate Offering PUBLISHED LTL (already created)
(Attributes Tab)
Creating a Master Rate Record

Rate Record ID LON9 850-921
Source Geo Hierarchy USZIP3
Destination Geo USZIP3
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Hierarchy
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Postal Code 850
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Postal Code 921
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Apply Discount of (Rate 20%
&
Costs Tab)
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Ship From Location ID PHOENIX DC
Ship To Location ID SAN DIEGO STORE
Transport Modes LTL
Commodity ID NMFC CLASS
Ship Unit 4X4 PALLET
Ship Unit Count 1
Commodity Code 60.0
Weight 4000 LB
Click find rates
Enter the results of the rate query below:

LON9
Cost
Lesson Review
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• Do you always need to set up weight breaks for LTL rates?
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• What are some common base rates used in industry?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• For your company, how often do you need to update rates in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Do you have to use base and master rates to set up LTL rates in OTM?
_____________________________________________________
_____________________________________________________
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• What happens if you do not specify a Commodity ID/Class of 60.0 in your rate query?
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Solution – Creating a Master Rate
Rate Offering ID for LON9 LTL
LON9
Cost 121.28 USD
Lesson Review
• Do you always need to set up weight breaks for LTL rates?
No. It depends on the LTL rates you need to model
• If you have a base rate with a discount, how is the LTL master rate offering associated
to the base rate?
The master rate offering points to the base rate offering.
• What are some common base rates used in industry?
Per mile, per cwt, flat charge + a discount
• For your company, how often do you need to update rates in OTM?
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Discussion point. How can they expire rates and insert new rates on the exact day
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Itineraries
Chapter 35
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Itineraries
Chapter 35 - Page 1
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Itineraries
Chapter 35 - Page 2
Itineraries
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Itineraries
Chapter 35 - Page 3
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Itineraries
Chapter 35 - Page 4
Objectives
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Itineraries
Chapter 35 - Page 5
What is an Itinerary?
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While planning shipments, OTM looks for valid itineraries very early. To determine if an
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itinerary is valid, OTM looks at, for example, geography, weight/volume, equipment data, and
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itinerary.
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Itineraries
Chapter 35 - Page 6
Itinerary Types
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Itineraries
Chapter 35 - Page 7
Single Leg Itinerary
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Itineraries
Chapter 35 - Page 8
Multi-stop Itinerary
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Both a single leg itinerary and a multi-stop itinerary can have the same lane. The difference is
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Itineraries
Chapter 35 - Page 9
Multi-leg Itinerary
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Example
has three legs:

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A company has cargo moving from Frankfurt, Germany into Chicago, Illinois. The itinerary
• Truckload from Frankfurt to the Port of Bremerhaven

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• Vessel from the Port of Bremerhaven to the Port of New York
• Rail from the Port of New York to Chicago
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Demo Overview: Creating an Itinerary
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Itineraries
Guided Demonstration - Creating a Master Rate
Creating an Itinerary
1. Click Transportation Planning and Execution > Itinerary Management > Itinerary Manager.
2. Enter an itinerary ID of AZ-CA MULTISTOP.
3. Click Search.
4. Click the ID.
• Note the Perspective. The perspective determines whether OTM can use this itinerary
for buy or sell shipments.
• Note the Itinerary Type. Active means that the itinerary can be used in shipment
planning. Choose Inactive if you do not want this itinerary considered when building
shipments.
• Note the Source Geo Hierarchy and the Destination Geo Hierarchy.
5. Click the Lane Definitions tab.
• Note the Source Geography Province Code of AZ and the Destination Geography
Province Code of CA.
These fields change depending on the source and destination hierarchies selected on the
previous page. If you would have selected postal code, a Postal Code field would
display on this page.
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6. Click the List Legs tab.
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7. Click Edit next to the existing leg.
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Note the Sequence Number field. This indicates in what order a shipment would travel
through multiple legs.
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Note the Primary checkbox. For multi-leg itineraries, mark the most important leg as
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Note the Equipment Assignment Type. You can let OTM calculate the cheapest and
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best fitting equipment (Optimize equipment) or if you still need equipment, you can
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• O Note the Mode Profile ID. OTM can only use rates matching the transport modes in this
profile.
Itineraries
• Note the Equipment Group Profile ID. OTM can only use equipment groups matching
the equipment groups in the profile.
Querying for Route and Rate
8. Click on the Rates icon within the Ask OTM taskbar.
9. Enter the Ship From Location ID of PHOENIX DC.
10. Enter the Ship To Location ID of SAN DIEGO STORE.
11. Enter a Transport Mode of LTL.
12. Select a Commodity ID of NMFC_CLASS.
13. Select a Ship Unit of 4X4 PALLET.
14. Enter a Ship Unit Count of 1.
15. Enter a Commodity Code of 60.0.
16. Enter a Weight of 4000 LB.
17. Click Find Route and Rates.
OTM displays the best matching rate first and less desirable rates below. You can click on
items like service provider, rate offering, and cost to view even more information.
If you click Find Rates, OTM only considers direct rates between your ship from and ship to
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locations. If you click Find Route and Rate, OTM first finds valid itineraries and then looks
for rates as required by the itinerary.
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Itineraries
Practice 1 Overview: Creating an Multi-stop Itinerary
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Itineraries
Practice - Creating a Multi-stop Itinerary
Tasks
Creating an Itinerary
1. Click Transportation Planning and Execution > Itinerary Management > Itinerary Manager.
2. Click New.
3. Enter an Itinerary ID of AZ-CA MULTISTOP.
4. Select the Perspective of Buy.
5. Select the Itinerary Type of Active.
6. Select the Source Geo Hierarchy of STATE/PROVINCE.
7. Select the Destination Geo Hierarchy of STATE/PROVINCE.
8. Mark the Multi-Stop Itinerary checkbox.
9. Click Next.
10. Enter the Source Geography Province Code of AZ.
11. Enter the Destination Geography Province Code of CA.
12. Click Next.
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14. Enter Sequence Number of 1.
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15. Mark the Primary checkbox.
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16. Select the Equipment Assignment Type of Optimize Equipment.
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17. Select a Mode Profile of LAND.
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18. Enter an Equipment Group Profile ID of 48FT TRAILERS COMPAT.
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20. Click Finished.
Itineraries
Practice 2 Overview: Querying for Route and Rate
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Itineraries
Practice - Querying for Route and Rate
Tasks
Run a Rate Query
Ship From Location ID PHOENIX DC
Ship To Location ID SAN DIEGO STORE
Transport Mode LTL
Commodity ID NMFC CLASS
Ship Unit 4X4 PALLET
Ship Unit Count 1
Commodity Code 60.0
Weight 4000 LB
Click find route and rates
There are two buttons on the Rate Query page:

− Find rates: Used for direct shipments between one pickup and one delivery point.
− Find route and rates: In addition to rate data, this option also uses the itinerary to
find the appropriate rate.
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Itinerary ID
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Rate Offering ID
Cost
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Run a Rate Query
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Field
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Ship From Location ID
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Ship To Location ID
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Rate Offering ID BTT9 TL
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O Ship Unit Count

Weight
1
20000 LB
Click find route and rates
Itineraries
Itinerary ID
Cost
Lesson Review
• Name three types of geo hierarchies.
_____________________________________________________
_____________________________________________________
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• What is the difference between a lane and a leg?
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• What does the sequence number on an itinerary leg indicate?
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• What is the difference between a direct itinerary and a multi-stop itinerary?
Or _____________________________________________________
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Itineraries
Solution – Querying for Route and Rate
Exercise: Run a Rate Query
Itinerary ID AZ-CA MULTISTOP
Cost 121.28 USD
Run a Rate Query

Itinerary ID AZ-CA MULTISTOP
Cost 600.00 USD
Lesson Review
• Name three types of geo hierarchies.
City, country, location,…
• What is the difference between a lane and a leg?

− A lane is a general source and destination for an itinerary.
− A leg is a specific movement within a lane.
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The order of the legs in the real world.
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Name two attributes that can be specified on an itinerary.
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Max or min weight to use itinerary, min weight for creating a direct TL shipment, and
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What is the difference between a direct itinerary and a multi-stop itinerary?
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Multi-stop itineraries allow stops to occur in the lane.
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Itineraries
Order Bases
Chapter 36
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Order Bases
Chapter 36 - Page 1
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Order Bases
Chapter 36 - Page 2
Order Bases
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Chapter 36 - Page 3
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Order Bases
Chapter 36 - Page 4
Objectives
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Order Bases
Chapter 36 - Page 5
What Can be Released?
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Releasing
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When an order base is ready for shipping, you must create an order release.
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• A release may be a partial line or several lines of an order.
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• A release can also be several partial lines.
that contains some quantity of all the lines.

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- For example, an open purchase order with many lines may have a release against it
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OTM can automatically create an order release or you can specify in the order base the exact
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details of what to release.
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Order Bases
Chapter 36 - Page 6
Demo 1 Overview: Creating an Order Base
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Order Bases
Chapter 36 - Page 7
Guided Demonstration - Creating an Order Base
Creating an Order Base With Line Items
1. Click Order Management > Purchase Order > Order Base.
2. Enter an ID of MULTISTOP1.
3. Click Search.
4. Click the ID.
• Note the Line Item and Ship Unit checkboxes. You can define your order in terms of
ship units or line items.
5. Click Next.
6. Click Edit.
• Note the Total Package Count of 1350. You specify what packaged item you want to
ship and the number of those items. Depending on how you defined your packaged
item, you can override the values for packaging unit and transport handling unit.
• Note the Source Location and Destination Location. Each line item within the order
base can have its own set of locations.
• Note the Shippable checkbox. If you mark this, OTM releases the full amount in this
line item.
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Note the Net Weight and Net Volume. Any values you enter here override the weights
and volumes defined in the packaged item.
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Note the Released Weight, Released Volume, Released Count, and Quantity
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Remaining. OTM displays how much of your order base line item has already been
released. You can see the same information, just below, in the release instruction
section.
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Mark the Allow Releasing checkbox for OTM to release according to your instructions;
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alternatively OTM saves your release instruction without releasing.
Click Save.
Order Bases
Chapter 36 - Page 8
10. Click Next.
Constraints limit what kind of shipments OTM can build for this order.
11. Click the Involved Parties tab.
At a minimum, you must enter a LOGISTICS contact for OTM to be able to send a tender
notification.
12. Click the Other Attributes tab.
In the Accessorial and Special Service fields, you can specify additional services required
for this order.
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Order Bases
Chapter 36 - Page 9
Demo 2 Overview: Releasing an Order Base with Line Items
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Order Bases
Guided Demonstration - Releasing an Order Base with Line Items
In addition to releasing from the order base line item page, you can use a dedicated action to
release.
Releasing an Order Base with Line Items
1. Click Order Management > Purchase Order > Order Base Line.
To work with order bases defined with ship units, you can also use Order Management >
Purchase Order > Order Base Ship Unit.
3. Click Search.
4. Mark the checkbox by the ID.
5. Click Actions.
• Note the actions Release Remaining Order Amount and Release Total Order Amount
that quickly releases all line items in the order base or all unreleased line item
quantities.
6. Click Release Lines.
Here you can manually release your order base lines.
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Note that in this case, all originally ordered crackers have been released already.
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7. Close the Order Manager window.
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Order Bases
Demo 3 Overview: Releasing With Ready to Ship
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Order Bases
Guided Demonstration - Releasing With Ready to Ship
A specialized form of releasing can be used if you ship inbound from a vendor. In this case:
• You enter order bases.
• The vendor knows what to release, at what time, and from where.
• You plan the transportation using the resulting order releases.
The vendor estimates what amount can be ready several weeks before the goods can be picked
up. In OTM, the vendor creates release instructions using the release instruction page from the
order base and leaves the Allow Releasing checkbox cleared. To create an order release
immediately, the vendor marks the checkbox.
When the goods can be picked up, the vendor creates order releases using Ready to Ship actions
under Order Management > Purchase Order > Order Base Line and Order Base Ship Unit. The
vendor can update information like pickup date, ship from location, and order weights.
Releasing With Ready to Ship
Before performing these steps, you have created an order base line with release instructions.
1. Click Order Management > Purchase Order > Order Base Line.
3. Click Search.
4. Mark the checkbox by the ID.

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5. Click Actions > Ready to Ship.
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destination locations, and change pickup and delivery dates.
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Click the Triangle by Release Instruction History.
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OTM displays all release instructions. The Processed flag tells you if OTM has released the
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release instruction or not.
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Order Bases
Practice Overview: Creating Order Bases With Line Items
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Order Bases
Practice - Creating Order Bases With Line Items
Tasks
Creating an Order Base with Line Items
1. Click Order Management > Purchase Order > Order Base.
2. Click New.
4. Enter a Reference Number of 54321.
5. Select the Reference Number Qualifier of PO.
6. Click Save.
7. Mark the Line Item checkbox.
8. Click Next.
9. Click New Line Item.
10. Enter a Packaged Item ID of CRACKERS (previously created).
11. Enter a Total Package Count of 1350.
12. Select the Transport Handling Unit of 4X4 PALLET.
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13. Enter a Source Location of PHOENIX DC (previously created).
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14. Enter a Destination Location of SAN DIEGO STORE (previously created).
15. Mark the Shippable checkbox.

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17. Enter a Net Volume of 400 CU FT.
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20. Click Next.
21. Click Next.
OTM displays the Involved Parties tab.
Order Bases
22. Enter an Involved Party Contact of PHOENIX DC PLANNER (previously created).
23. Select the Communication Method of BY CONTACT.
24. Select the Involved Party Qualifier of LOGISTICS.
25. Click Save.
26. Click Finished.
Creating an Order Base with Line Items

Order Base ID MULTISTOP2
Reference Number 54322
Reference Number PO
Qualifier
Line Item checkbox Marked
Packaged Item ID CHOCOLATE COOKIES (previously
created)
Total Package Count 500
Transport Handling Unit 4X4 PALLET
Source Location PHOENIX DC (previously created)
Destination Location LOS ANGELES STORE (previously
created)
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Shippable Marked
Net Weight 12300 LB
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Net Volume 200 CU FT
Involved Party Contact
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PHOENIX DC PLANNER (previously
(on the Involved Parties
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Creating an Order Base With Line Items
Order Base ID MULTISTOP3
Reference Number 54323
Reference Number PO
Qualifier
Line Item checkbox Marked
Packaged Item ID MOTOR OIL (previously created)
Source Location PHOENIX DC (previously created)
Destination Location SAN DIEGO STORE (previously created)
Shippable Marked
Net Weight 4000 LB
Net Volume 200 CU FT
Involved Party Contact PHOENIX DC PLANNER (previously
(on the Involved Parties created)
tab)
Communication Method BY CONTACT
Involved Party Qualifier LOGISTICS
Lesson Review
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Order Bases
• What advantages are there to using ship units in your order bases?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are reference numbers in OTM? What are the benefits of using reference
numbers?
_____________________________________________________
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• Where can you assign reference numbers?
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Order Bases
Solution – Creating Order Bases With Line Items
Lesson Review
• What is the difference between order base ship units and order base line items?
− OB Line Items: Goods (packaged items) on order
− OB Ship Units: packaging characteristics + optionally goods in each ship unit.
• When would you typically use ship units in your orders?
When your business does not know or doesn’t need to track what is being shipped.
OTM only needs the shipping characteristics in the form of the ship unit.
• What advantages are there to using ship units in your order bases?
You don’t need to know what items are shipped.
• What are reference numbers in OTM? What are the benefits of using reference
numbers?
− An identifier helping you find a business object.
− Everyone in your supply chain can refer to the same object with different identifiers.
• Where can you assign reference numbers?
For example, shipments, locations, order releases, OB line items, OB ship units.
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Summary
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Order Bases
OTM Status
Chapter 37
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OTM Status
Chapter 37 - Page 1
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Chapter 37 - Page 2
OTM Status
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Chapter 37 - Page 3
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OTM Status
Chapter 37 - Page 4
Objectives
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OTM Status
Chapter 37 - Page 5
What is Status Flow?
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Status Flow
different statuses.
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Secure Resources and Transport Modes

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Chapter 37 - Page 6
Demo Overview: Creating and Applying a Status Type Filter
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Chapter 37 - Page 7
Guided Demonstration - Creating and Applying Status Type
Filters
Creating and Applying a Status Type Filter
1. Click Configuration and Administration > User Configuration > Manage User Access.
2. Select a User Access Type of Status Type Filter.
3. Enter a User ID of ADMIN.
4. Click Next.
5. Click the existing Filter ID.
• Note how you can select what status types you want to display and in what order.
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Chapter 37 - Page 8
Practice Overview: Creating and Applying a Status Type Filter
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Chapter 37 - Page 9
Practice - Creating and Applying a Status Type Filter
Tasks
Creating and Apply a Status Type Filter
1. Click Configuration and Administration > User Configuration > Manage User Access.
2. Select a User Access Type of Status Type Filter.
3. Enter a User ID of ADMIN.
4. Click Next.
5. Click n (new) next to Filter ID.
6. Enter a Filter ID of CORE.
7. Select the Object Type of SHIPMENT.
8. Select the Status Types ENROUTE and SECURE RESOURCES.
9. Click Finished.
OTM displays the Manage User Access page again.
10. Click Save.
11. Click Finished.
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Lesson Review
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• When does OTM set the ENROUTE_NOT STARTED status?
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What status does an order release have as soon as all shipments have been built against
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_____________________________________________________
_____________________________________________________
OTM Status
Solution – Creating and Applying a Status Type Filter
Lesson Review
• When does OTM set the ENROUTE_NOT STARTED status?
This is the default value so as soon as the shipment is created.
• What status does an order release have as soon as all shipments have been built against
it?
PLANING_PLANNED-FINAL
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OTM Status
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OTM Status
Bulk Planning
Chapter 38
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Bulk Planning
Chapter 38 - Page 1
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Bulk Planning
Chapter 38 - Page 2
Bulk Planning
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Bulk Planning
Chapter 38 - Page 3
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Bulk Planning
Chapter 38 - Page 4
Objectives
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Bulk Planning
Chapter 38 - Page 5
What is Bulk Plan?
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Bulk Planning
Chapter 38 - Page 6
Demo Overview: Bulk Planning Order Releases
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Bulk Planning
Chapter 38 - Page 7
Guided Demonstration - Bulk Planning Order Releases
Bulk Planning your Order Releases
1. Click Order Management > Order Release > Order Release.
2. Enter an Order Release ID of MULTISTOP.
3. Click Search.
4. Mark the checkboxes next to the three order releases.
5. Click Actions > Create Buy Shipment > Bulk Plan – Buy.
6. Select the Planning Parameter Set ID of RATE PREF ON.
• When you see an End Time, OTM has finished this bulk plan.
• Note the number of orders selected, unassigned, planned, and failed to plan.
Mapping Your Shipments
7. Click Actions > View Shipments.
8. Mark all checkboxes.
9. Click Actions > View > Map Related Shipments.
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OTM displays the map with all of your shipments. Note how your multi-stop shipment is
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one shipment with many stops and not a new shipment between each location.
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10. Zoom in.
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11. Close the Map page.
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Bulk Planning
Chapter 38 - Page 8
Practice Overview: Bulk Planning Order Releases
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Bulk Planning
Chapter 38 - Page 9
Practice - Bulk Planning Order Releases
Tasks
2. Enter an Order Release ID of MULTI.
3. Click Search.
4. Mark the checkboxes next to your three Order Releases.
5. Click Actions > Create Buy Shipment > Bulk Plan – Buy.
6. Select the Planning Parameter Set ID of RATE PREF ON.
7. Click OK.
8. Wait a few seconds for the bulk plan process to finish.
9. Click Refresh.
10. Verify that all three orders were planned.
11. Click Actions > View Shipments.
12. Answer the following. View the shipments to find all information.
Field
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Enter Your Results…
TL Shipment ID
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Total Actual Cost
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Total Weighted Cost
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LTL Shipment ID
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Service Provider ID
Bulk Planning
13. Close the Shipment results page.
14. Close the Bulk Plan Manager page.
Mapping Your Shipments
15. On the Order Release results page, ensure the checkbox next to all order releases you used
during this bulk plan are selected.
16. Click Actions > View > Map Related Shipments.
OTM displays the map with all of your shipments. Note how your multi-stop shipment is
one shipment with many stops and not a new shipment between each location.
17. Close the Map Shipment page.
Lesson Review
• What does OTM do when bulk planning?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How can you view the results of a bulk plan process?
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Bulk Planning
Solution – Bulk Planning Order Releases
TL Shipment ID nnnnn
Transport Mode TL
Total Actual Cost 705.00 USD
Total Weighted Cost 455.00 USD
Service Provider ID BTT9

LTL Shipment ID nnnnn
Transport Mode LTL
Total Actual Cost 121.28 USD
Service Provider ID LON9
Lesson Review
• What does OTM do when bulk planning?
Build shipments for multiple order releases. This allows OTM to combine multiple
orders into cost saving shipments
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Wait for the bulk plan to finish or go to the shipment planning manager (bulk plan
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Bulk Planning
Summary
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Bulk Planning
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Bulk Planning
Shipment Modifications and
Tendering
Chapter 39
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Shipment Modifications and Tendering

Chapter 39 - Page 1
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Chapter 39 - Page 2
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Chapter 39 - Page 3
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Chapter 39 - Page 4
Objectives
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Chapter 39 - Page 5
Required Data to Tender
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Chapter 39 - Page 6
Manual Modifications to Shipments
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In the first scenario, you manually changed the service provider on a shipment because the
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drivers went on strike. Other situations, may also require manual modifications.
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One other example is that you may need to resequence the stops on a multi-stop shipment.
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Although OTM always builds shipments with the most efficient sequence of shipment stops, it
may not be operationally possible, so you can manually resequence the stops.
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For example, if product is not ready during execution, you can resequence the stops so another
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stop can get picked-up first allowing the product to be produced and become available at the
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other stop.
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Chapter 39 - Page 7
Demo Overview: Resequencing Stops
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Chapter 39 - Page 8
Guided Demonstration - Resequencing Stops
Resequencing Stops
1. Click Transportation Planning and Execution > Shipment Management > Buy Shipments.
2. At the top of the page, click the Transport tab.
3. Enter a Mode of TL.
4. Click the Advanced tab.
6. Click Search.
7. Mark the checkbox next to the shipment.
8. Click View.
9. Scroll to the very bottom of the page.
• Note what location is number 3.
10. Click Actions > Change Shipment Route > Resequence Stops.
11. Click the option button next to stop number 3.
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12. Click Move Up.
13. Click OK.

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14. From the confirmation page, click the Shipment ID.
15. Scroll to the bottom of the view page.

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Note what location is number 3.
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16. Close the Shipment view page.
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Chapter 39 - Page 9
Practice 1 Overview: Resequencing Stops
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Practice - Resequencing Stops
Resequencing Stops
Original Planned Shipment
Phoenix DC San Diego Los Angeles

General Store General Store
Shipment after Resequenced Stops
Phoenix DC Los Angeles San Diego

General Store General Store
In this practice, you have been notified that a store has dipped into their safety stock of
chocolate cookies, and they need their delivery as soon as possible to replenish their
inventory. You need to resequence the stops.
2. Click the Transport tab.
3. Enter a Mode of TL.

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6. Click Search.
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8. Click View.
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Scroll to the bottom of the page to view the shipment stops.
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What location is currently
stop 3?

10. Click Actions > Change Shipment Route > Resequence Stops.
11. Click the option button next to stop number 3, LOS ANGELES STORE.
12. Click Move Up.
13. Click OK.
14. From the confirmation page, click the Shipment ID.
15. Scroll to the bottom of the view page.

What location is stop 3 on
the shipment?
16. Close the Shipment view page.
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Solution – Resequencing Stops
Resequencing Stops
How many stops are on 3
this shipment?
What location is currently Los Angeles
stop 3?

What location is stop 3 on San Diego
the shipment?
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Practice 2 Overview: Tendering Shipments
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Practice - Tendering Shipments
Tasks
Tendering Your Shipments
4. Click Search.
5. Mark the checkbox next to each of the shipments.
6. Click Actions > Tender > Secure Resources.
OTM tenders the shipments.
7. Close the Secure Resources confirmation page.
8. Log out of OTM.
Declining Tender as Service Provider
9. Log in to OTM as SERVPROV.YOURDOMAIN-BTT9 using password CHANGEME. (For

example, SERVPROV.CORE02-BTT9.)
10. Click Online Booking/Tendering.

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11. Click Search.
12. Click the ID.

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13. Write down the following information. You may need to click More Shipment Information
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at the bottom of the page.
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Tender Offer Status
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Tender Acceptance Status
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14. Click the Decline button.
15. Select the Decline Reason Code of CPU or any other code you prefer.

16. Click Finished.
OTM automatically re-tenders the shipment to another service provider after your first
choice of service provider declined.
17. Log out of OTM.
Viewing the Status of Shipments as Transport Planner
18. Log in to OTM as YOURDOMAIN.ADMIN. (For example, CORE101.ADMIN.)
19. Click View Messages at the top of the page.
20. Click Search.
21. Look for a Message Title saying that the Tender a shipment has been declined.
22. Click the Message ID.
24. Click the Order Base tab.
25. Enter an Order Base ID of MULTI.
26. Click the l (list) button next to Order Base ID.
27. Mark the checkboxes next to the three order bases you just created (Note: Do not select the
order base from the previous scenario).
28. Click Finish.

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29. In the dropdown list next to Order Base ID, select a Conditional Operator of One Of.
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30. Click Search.
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31. Click the ID of the TL shipment (this is the shipment that BTT9 declined).
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32. Click the Status button.
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33. Look for the status type SECURE RESOURCES.
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It should still say SECURE RESOURCES TENDERED since OTM automatically re-
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tendered the shipment when its tender was declined.
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Note how OTM only displays the statuses you defined in your status type filter.
34. Close the OTM Status page.

35. Note the following.
Shipment ID
Reference Number
(Qualifier=BM)
Total Actual Cost
(Financials tab)
Planned Cost
Service Provider
(Identification tab)

Would the shipment still have
been re-tendered to ATL9 if
ATL9 was not a preferred
carrier?
Accepting Tenders as Transport Planner
36. From the Shipment edit page, click Actions > Tender > Accept Tender.
37. Close the Accept Tender page.
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39. Click the Order Base tab.

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40. Enter an Order Base ID of MULTISTOP1.
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41. Click Search.
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Note the color of the indicator. It should now be green, since the tender has been accepted.
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42. Look for the status type SECURE RESOURCES. It should now say SECURE
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RESOURCES ACCEPTED.
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Lesson Review
• What happens when a service provider declines a shipment tender?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What OTM status does a truckload shipment have when it has been tendered but not yet
accepted or declined?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• In this exercise, BIG TEXAN TRUCKING declined the shipment tender but when you
looked at the shipment’s OTM status it was still
SECURE_RESOURCES_TENDERED. Why is that?
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_____________________________________________________
_____________________________________________________
• Is it always true that shipments keep its OTM status of

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Solution – Tendering Shipments
Declining Tender as Service Provider
Tender Offer Status OUTSTANDING
Respond By +2H from tender sent
Tender Acceptance Status NO RESPONSE

Shipment ID Nnnnn
Reference Number ATL9-nnnnnn
(Qualifier=BM)
Total Actual Cost USD 650
(Financials tab)
Planned Cost USD 705
Service Provider ATL9

Would the shipment still have With our configuration: No, OTM
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ATL9 was not a preferred
carrier?
the transport mode TL .
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What happens when a service provider declines a shipment tender?
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OTM finds the next best carrier and re-tenders. If OTM finds no other carrier, OTM
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stops. (the workflow parameter max # of retenders can also make OTM stop.)
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What OTM status does a truckload shipment have when it has been tendered but not yet
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accepted or declined?
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SECURE RESOURCES TENDERED
Or

• In this exercise BIG TEXAN TRUCKING declined the shipment tender but when you
looked at the shipment’s OTM status it was still
SECURE_RESOURCES_TENDERED. Why is that?
OTM had already re-tendered to ATL9.
• Is it always true that shipments keep its OTM status of

SECURE_RESOURCES_TENDERED after its tender has been declined?
No, OTM had re-tendered in this case. If OTM cannot re-tender to another carrier, you
will see the status SECURE RESOURCES DECLINED.
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Summary
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Verify Match-Pay Process
and Voucher Creation
Chapter 40
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Verify Match-Pay Process and Voucher Creation

Chapter 40 - Page 1
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Chapter 40 - Page 2
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Chapter 40 - Page 3
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Chapter 40 - Page 4
Objectives
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Chapter 40 - Page 5
What if an Invoice Does Not Auto Match?
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Things to Look for if Your Invoice Does Not Match
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• Service provider exists in OTM and that the Service Provider Alias Qualifier and Service Provider
Alias Value on the service provider are an exact match to the service provider on the invoice.
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• Reference Number Qualifier on the inbound invoice is specified on at least one of the match rules
in the match rule profile assigned to the service provider.
• Reference Number Value on the inbound invoice is correct.
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Chapter 40 - Page 6
What if an Invoice Does Not Auto Approve?
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Things to Look for if Your Invoice Does Not Approve
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• If you are using cost based auto approve rules, you need to look at the Amount Due on the
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invoice and compare this information to the Total Actual Cost on the shipment.
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• If you are using weight based auto approve rules, you need to look at the Summary
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Weight on the invoice and the Total Weight on the shipment.
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Chapter 40 - Page 7
Modifying an Invoice
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Chapter 40 - Page 8
Adjusting a Shipment
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Chapter 40 - Page 9
Demo Overview: Adjusting a Shipment
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Guided Demonstration - Adjusting a Shipment
Adjusting Shipment Costs
1. Click Transport Planning and Execution > Shipment Management > Buy Shipment.
2. Click the Transport tab.
4. Click Search.
5. Click the ID.
6. Click the Financials tab.
7. Click New Shipment Accessorial.
8. Enter an Accessorial Code ID of UNLOADING.
9. Select a Remark Qualifier ID of REM.
10. Enter a Remark Text of Cargo not ready, delayed arrival.
11. Click Save.
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13. Click Finished.
14. Mark the checkbox.

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15. Click Actions > Change Shipment Details > Assign Rate.
OTM recalculates the cost of the shipment.

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16. Click the ID of the shipment.
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17. Click Actions > Settlement > Invoice Adjusted Costs.
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OTM adds costs from the shipment to the invoice and displays what invoices were affected.
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What are Vouchers?
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Sending a Voucher to an External System
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Sending a Voucher to an External System
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Practice 1 Overview: Creating an Invoice
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Practice - Creating an Invoice
Tasks
Generating an Invoice in OTM
1. Click Financials > Payment Invoice Management > Payment Invoice.
2. Click New.
3. Enter an Invoice Number of ATL9-001.
4. Select STANDARD as the Financial Consolidation Type (drop down list).
5. Enter a ServProv Alias Qualifier of GLOG.
6. Enter a Service Provider Alias of YOURDOMAIN.ATL9 (for example, CORE02.ATL9).
7. Click Next.
8. Enter a Reference Number identical to the BM Shipment Reference Number you noted
previously. (for example, ATL9-000001).
9. Select the Reference Number Qualifier of BM.
10. Click Save.
11. Enter an Involved Party Contact of PLANNER.
12. Select the Communication Method of BY CONTACT.

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13. Select the Involved Party Qualifier of LOGISTICS.
14. Click Save.

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15. Click Next.
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17. Enter a Line Item Sequence Number of 1.
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18. Enter a Freight Charge of 550.00 USD.
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19. Enter a Description of B for base cost.
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22. Enter a Line Item Sequence Number of 2.
24. Enter a Description of S for stop off cost.
26. Click Next to see the Routes / Ports page.
27. Click Next to see the Equipment page.
28. Click Next to see the Stops page.
29. Click Next.
OTM displays the Summary tab.
31. Click Finished.
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Practice 2 Overview: Verifying Invoice Status, Voucher, and
Allocation
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Practice - Verifying Invoice Status, Voucher, and Allocation
Tasks
Verifying Match and Approve Status of Invoice
1. From the invoice confirmation page, click View.
2. Click Status.
3. Note the following status values.

Status Type Status Value
APPROVAL
MATCH
4. Close the Status page.
Verifying Creation of Voucher
5. On the invoice view page, click More and scroll to the bottom of the page.
6. Under the Vouchers heading note the following:

Voucher ID
Amount to Pay
Time Created
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7. Scroll back to the top of the page.
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OTM displays a confirmation page.
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Close the confirmation page.
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10. Scroll back to the bottom of the page.
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11. Click the Voucher ID.
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12. Click Status.

13. Note the following:
ISSUED
14. Close the Statuses page.
15. Close the Voucher page.
16. Back on the invoice view page, under the Matched Shipments heading, note the following:
Shipment ID
Verifying Allocation
19. Enter the Shipment ID you noted above.
20. Click Search.
21. Mark the checkboxes next to both order releases.
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22. Click View.
23. Click More.

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24. Scroll to the bottom of the page.
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25. Under the Order Release Allocation heading, note the following:
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Cost (B)
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Cost (S)
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26. At the very top of the Order Release view page, click Next.
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27. Click More.
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28. Scroll to the bottom of the page.

29. Under the Order Release Allocation heading, note the following:
Cost (B)
Cost (S)
30. Note the following:

Do the two allocated costs add
up to the Amount to Pay you
noted above?
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Lesson Review
• Give an example of when an invoice does not auto match.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Give an example of when an invoice does not auto approve.
_____________________________________________________
_____________________________________________________
_____________________________________________________
• When modifying an invoice, where within Payment Invoice Manager are costs
modified?
_____________________________________________________
_____________________________________________________
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Solution – Verifying Invoice Status, Voucher, and Allocation
Verifying Match and Approve Status of Invoice
APPROVAL APPROVED AUTO
MATCH MATCHED AUTO
Verifying Creation of Voucher

Voucher ID OTM generated number
Amount to Pay 650 USD
Time Created today

ISSUED ISSUED

Shipment ID nnnnn
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Verifying Allocation
Field
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Cost (B) 376.54 USD
Cost (S) 68.46 USD
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Cost (B)
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Cost (S)
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Do the two allocated costs add
Or up to the Amount to Pay you

noted above?

Lesson Review
• Give an example of why an invoice does not auto match.
− The invoice has incorrect reference number value.
− The invoice has a different service provider alias value than as defined in OTM.
• Give an example of why an invoice does not auto approve.
The amounts on invoice and shipment differs too much.
• When modifying an invoice, where within Payment Invoice Manager are costs
modified?
Line Item tab
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Summary
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CASE STUDY: CREATING
AND TENDERING A MULTI-
STOP SHIPMENT
Chapter 41
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CASE STUDY: CREATING AND TENDERING A MULTI-STOP SHIPMENT

Chapter 41 - Page 1
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Chapter 41 - Page 2
Case Study: Create and Tender a Multi-stop Shipment
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Chapter 41 - Page 3
Case Study Overview: Creating and Tendering a Multi-stop
Shipment
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ern
Int
cle
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Chapter 41 - Page 4
Practice - Creating and Tendering a Multi-stop Shipment
Overview
In this case study, your job is to create the setup for a multi-stop truckload shipment. You will
then build the shipment, and then tender it to the carrier. You will also work as a carrier to enter
shipment events.
The multi-stop shipment you will build is from the Paris, France, warehouse and to two
Perfumes of the World stores in Barcelona, Spain and Madrid, Spain.
Truckload Truckload
Fragrances of France Barcelona Perfumes Madrid Perfumes
Paris DC of the World Store of the World Store
All of the information you need to complete this case study is below. Use the swim lanes as a
guide to ensure all data is set up appropriately.
Multi-stop
Business Modelling Order Management Transport Planning Shipment Execution
Locations Order Bases Shipments Contact Notification
nly
O
Items Tendering
se
Service Providers
I U Shipment Events
Truckload Rates
OA
l &
rna
Rate Query
nte
e I Itineraries
cl
ra
O

Chapter 41 - Page 5
Business Scenario
Fragrances of France, SAS is a large manufacturer of perfume. Based in Paris, France they ship
their exquisitely designed perfume bottles to stores all over Europe. You are the planner at
Fragrances of France who creates the orders and monitors the cargo throughout the move. Your
largest customer in Spain is Perfumes of the World, SA. They have central stores in all major
Spanish cities including Barcelona (postal code 08034) and Madrid (postal code 28006).
Fragrances of France uses two TL carriers to move all their goods to Perfumes of the World.
One carrier is called Yes Oui Can Trucking SAS, located in Paris, France. Yes Oui Can Trucking
also has a dispatcher associated with it, and charges a TL rate of 0.25 EUR/km and charge an
extra 100 EUR for one extra delivery stop. They use a Rate Service of simulation and a rate
distance of lookup only. These rates are valid from 2005 until 2010.
Another carrier is called On Time Trucking SAS, also located in Paris, France with a dispatcher.
On Time Trucking charges a TL rate of 0.10 EUR/km and charge an extra 80 EUR for one extra
delivery stop. They use a Rate Service of simulation and a rate distance of lookup only. These
rates are valid from 2005 until 2010.
Even though On Time Trucking has a lower rate, Fragrances of France prefers to tender the
freight to Yes Oui Can Trucking because of superior service and on-time deliveries.
Only standard euro trailers are used on the route from France to Spain. There is already an
equipment group prepared for this.
The latest craze for Fragrances of France is their new perfume Eau de Riviera. It comes in small
75 ml bottles. Each bottle is put in a small box, and is then shipped in groups of ten in a large
box. The package type is default.
nly
O
As the planner, you need to create orders from the Paris, France facility to two stores in
e
s
Barcelona, Spain and Madrid, Spain and ensure you are included as the logistics contact on the
U
I
order. Each of these locations has a fixed stop time of 1 hour. The cargo will be ready today and
consists of:
OA
Field
l & Enter This Data…
Destination Location
rna Barcelona
Ship Unit Count
nte 20
I
le
racGross Weight per Ship Unit 0.5 metric tons
O
Gross Volume per Ship Unit 1.75 m3
Item Eau de Riviera

Chapter 41 - Page 6
Destination Location Madrid
Ship Unit Count 20
Gross Weight per Ship Unit 0.5 metric tons
Gross Volume per Ship Unit 1.75 m3
Item Eau de Riviera
As the planner, build one or more shipments from the order releases and tender the shipment(s)
to Yes Oui Can Trucking.
As Yes Oui Can Trucking, you need to accept the tender and enter shipment events for
completing the loading in Paris, depart Barcelona and depart Madrid.
Hint: Since you are the planner at Fragrances of France, remember to include yourself on the
order as the logistics involved party.
Hint: Create an Equipment Group Profile containing euro trailers and assign this profile to
itinerary.
Answer the following:

Planned Cost
nly
Status Value for SECURE
e O
s
RESOURCES
Status Value for ENROUTE
I U
OA
l &
rna
nte
e I
cl
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O

Chapter 41 - Page 7
Solution – Creating and Tendering a Multi-stop Shipment
Location Manager
Transportation Planning and Execution > Location Management > Location Manager
Field Enter This Data …
Location ID FRAGRANCES OF FRANCE DC
Corporation ID FRAGRANCES OF FRANCE SAS
City PARIS
Country Code FRA
Time Zone Europe/Paris
Fixed Stop Time 1 H (hours)
Contact ID PARIS DC PLANNER
User ID YOURDOMAIN.ADMIN
Com Method ID MESSAGE CENTER
Rank 1

Location ID BARCELONA POW
ly
Corporation ID PERFUMES OF THE WORLD SA
City BARCELONA
On
Postal Code 08034
se
Country Code ESP
I U
Time Zone Europe/Madrid
OA
&
al
Fixed Stop Time 1 H (hours)
ern
Int Field Enter This Data …
cle
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O

Chapter 41 - Page 8
Material Manager
Order Management > Material Management > Commodity

Commodity ID PERFUME
Order Management > Material Management > Item

Item ID EAU DE RIVIERA
Commodity ID PERFUME
Inner Pack Packaging SMALL BOX
Unit
Inner Pack Size 75
ly
Inner Pack UOM ML
Inner Pack Count 10
On
se
Equipment Manager
I U
OA
Asset Management > Equipment Group Management > Equipment Group Profile
l &
a
ern
Int
cle
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O

Chapter 41 - Page 9
Service Provider Manager
Contract and Rate Management > Service Provider Management > Service Provider Manager
Service Provider ID YES9
Service Provider Name YES OUI CAN TRUCKING
Corporation ID YES OUI CAN TRUCKING SAS
Country Code FRA
Communication MESSAGE CENTER
Method
User ID SERVPROV.YOURDOMAIN-YES9
Details Response Time = 3 H (hours)

Service Provider ID ONT9
Service Provider Name ON TIME TRUCKING
Corporation ID ON TIME TRUCKING SAS
Country Code FRA
ly
Communication MESSAGE CENTER
Method
On
e
User ID SERVPROV.YOURDOMAIN-ONT9
Details Response Time = 3 H (hours)
Us
AI
& O
Rate Quality
al
rn
Contract and Rate Management > Power Data > Rates and Codes > Rate Quality Factor
e
Int Field Enter This Data …
cle
Rate Quality ID YES OUI CAN TRUCKING
a
Adjustment Percent 20
Or
You may set the Rate Quality Factor as a percent or a flat adjustment. As long as it is high
enough to have Yes Oui Can selected as the carrier, based on the contracted rates.

Rate Manager
Contract and Rate Management > Contract Management > Rate Offering
Rate Offering ID YES9 TL
Offering Type TL
Service Provider ID YES9
Transport Mode TL
Perspective Buy
Rate Version UNTIL 2010 (already exists)
Stops Included in Rate 2
Total All Stops 3
Pickup Stops 1
Delivery Stops 2
Low Stop 1
High Stop 1
Per Stop Charge 100 EUR
Contract and Rate Management > Contract Management > Rate Record
nly
O
Rate Offering ID YES9 TL
se
Rate Record ID YES9 FRA-ESP
I U
Source Geo Hierarchy COUNTRY
OA
&
Destination Geo COUNTRY
Hierarchy
al
rn
Country Code ID
e
FRA
nt
Country Code ID
I
ESP
cle
Rate Quality ID YES OUI CAN TRUCKING
a
Amount 0.25 EUR
Or Basis
Unit
Shipment Total Distance Traveled
1 KM

Contract and Rate Management > Contract Management > Rate Offering
Rate Offering ID ONT9 TL
Offering Type TL
Service Provider ID ONT9
Transport Mode TL
Perspective Buy
Rate Version UNTIL 2010 (already exists)
Stops Included in Rate 2
Total All Stops 3
Pickup Stops 1
Delivery Stops 2
Low Stop 1
High Stop 1
Per Stop Charge 80 EUR
Contract and Rate Management > Contract Management > Rate Record
ly
Rate Offering ID ONT9 TL
On
e
Rate Record ID ONT9 FRA-ESP
Us
AI
Hierarchy
& O
l
Country Code ID FRA
na
Country Code ID
r
ESP
Amount
nte 0.10 EUR
e I
Basis Shipment Total Distance Traveled
cl
Unit 1 KM
ra
O

Itinerary Manager
Transportation Planning and Execution > Itinerary Management > Itinerary Manager
Itinerary ID FRA-ESP MULTISTOP
Itinerary Type Active
Hierarchy
Multi-Stop Itinerary Marked
Source Geography FRA
Country Code ID
Destination Geography ESP
Country Code ID
Sequence Number 1
Primary Marked
Equipment Assignment Optimize Equipment
Type
Mode Profile ID TL
Equipment Group EURO TRAILERS COMPAT
Profile ID
nly
Order Manager
e O
Order Management > Purchase Order > Order Base
Us
Field
I
Enter This Data …
A
Order Base ID
Ship Unit option
PAR-MAD
Marked
& O
checkbox
al
ern
Source Location FRAGRANCES OF FRANCE DC
Int
Destination Location MADRID POW
le
Transport Handling
c
20
a
Unit Count
Or Transport Handling
Unit
4X4 PALLET
Gross Weight per Ship 0.5 metric tons

Unit

Gross Volume per Ship 1.75 CU M
Unit
Packaged Item ID EAU DE RIVIERA
Involved Party Contact PARIS DC PLANNER
(on the Involved
Parties tab)
Communication BY CONTACT
Method
Involved Party LOGISTICS
Qualifier

Order Base ID PAR-BAR
Ship Unit option Marked
checkbox
Source Location FRAGRANCES OF FRANCE DC
Destination Location BARCELONA POW
Transport Handling 20
Unit Count
Transport Handling 4X4 PALLET
ly
Unit
Gross Weight per Ship
Unit
0.5 metric tons
On
se
U
Gross Volume per Ship 1.75 CU M
Unit
AI
O
Packaged Item ID EAU DE RIVIERA
Total Package Count
l
1000
&
rna
Involved Party Contact
(on the Involved
PARIS DC PLANNER
te
Parties tab)
n
e I
Communication BY CONTACT
cl
Method
raInvolved Party LOGISTICS
O Qualifier

Order Release Manager
Bulk plan order releases into shipment using the DEFAULT Planning Parameter Set. The
cost should be €549.50. Depending on the current exchange rate, this may be displayed as
US$541.64. With an exchange rate of 0.9857, this is correct.
Shipment Manager
Secure Resources
Online Booking/ Tendering
• Close all open OTM windows.
• Log into OTM as the carrier with the User Name SERVPROV.DOMAINNAME-YES9.
Accept the outstanding tender via Online Booking/Tendering.
Shipment Events
• Buy Shipment Events
• While logged in as the carrier, enter shipment events. Query on the shipment and click
Actions > Events > Add Shipment Event.
nly
Status Picked up
e O
s
Completed Loading at Pick-Up Location
U
Reason No Error
AI
O
Normal Appointment
Event Date/Time
l
Today’s Date
&
rna
Event Location Stop 1 Paris
nte
e I Field Enter This Data …
cl
Status Departed
ra
O
Carrier Departed Delivery Location
Reason No Error
Normal Appointment
Event Date/Time Tomorrow’s Date

Event Location Stop 2 Barcelona

Status Departed
Carrier Departed Delivery Location
Reason No Error
Normal Appointment
Event Date/Time Tomorrow’s Date
Event Location Stop 3 Madrid
Answer the following:

Total Actual Cost $541.64
Status Value for SECURE RESOURCES_ACCEPTED
SECURE
RESOURCES
Status Value for ENROUTE_COMPLETED
ENROUTE
nly
e O
Us
AI
& O
al
ern
Int
cle
ra
O


OTM 5.5 - Core Competence Volume 2

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OTM 5.

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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.

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

Typographic Conventions Within Code

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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

Copyright © Oracle Corporation, 2006. All rights reserved.

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