OTM 5.5 - Core Competence Volume 3

OTM 5.
5 Core Competence
Volume 3 - Student Guide
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Edition 2.0
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July 2006
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Copyright © Oracle Corporation, 2006. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
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Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or
criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
“Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find any problems in the documentation, please report
them in writing to Worldwide Education Services, Oracle Corporation, 500Oracle Parkway, Box SB-6, Redwood Shores, CA 94065.
Oracle Corporation does not warrant that this document is error-free.
Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.
Authors
Chris Hugosson and Julie Poindexter
Technical Contributors and Reviewers
Sheryl Slopey, Sundar Arunapuram, Dan Filetti and Ruijin Qi
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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.
a
Code output: The following
ern statement is displayed:

debug.seti('I',300);
Quotation marks
Int 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: BUILD A MULTI-
LEG SHIPMENT
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SCENARIO: BUILD A MULTI-LEG SHIPMENT

Chapter 42 - Page 1
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Chapter 42 - Page 2
Scenario: Build a Multi-leg Shipment
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Chapter 42 - Page 3
Objectives
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Chapter 42 - Page 4
Build a Multi-leg Shipment
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You will create the Warsaw Manufacturing Plant, use the public port locations of Bremerhaven
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and Houston, and your final destination will be the Sacramento.
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• Bison Trucking transports the clothing to Bremerhaven, Germany.
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A I CA, USA.
• Atlantic Container Line transports the clothing to Houston, TX, USA.
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• Roadrunner Rail makes the final delivery into Sacramento,
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The lessons in this scenario will guide you and help ensure that all data is set up correctly.
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You will walk through the lessons shown in this module flow.
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Business Scenario
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Chapter 42 - Page 8
Public Locations
Chapter 43
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Public Locations
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Public Locations
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Public Locations
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Public Locations
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Public Locations
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Objectives
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Public Locations
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View Public Location Information
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Public data exists in its own domain called Public and cannot be edited by typical users. All
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users, regardless of their domain, can view public data.
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Examples of data that can be public include country codes, airports, seaports, and service
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providers.
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Public Locations
Chapter 43 - Page 6
Demo 1 Overview: Viewing a Public Location
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Public Locations
Chapter 43 - Page 7
Guided Demonstration - Viewing a Public Location
Viewing a Public Location
1. Click on Transportation Management and Execution > Location Management > Location
Manager.
2. Enter a Location Name of BREMERHAVEN.
3. Select the conditional operator of Contains.
4. Enter a Domain Name of PUBLIC.
5. Click Search.
6. Click the DEBRV ID to view it.
• When you view the details or try to edit a public location, the view page is displayed.
This page cannot be edited, only viewed.
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Public Locations
Chapter 43 - Page 8
Practice 1 Overview: Viewing Public Locations
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Public Locations
Chapter 43 - Page 9
Practice - Viewing Public Locations
Tasks
Viewing a Location
Question Enter Your Answers…
What is the stop time of the
location WARSAW PLANT?
Querying on Public Locations
1. Click on Transportation Planning and Execution> Location Management > Location

Manager.
2. Enter a Location Name of BREMERHAVEN.
3. Select the conditional operator of Contains.
4. Enter a Domain Name of PUBLIC.
5. Click Search.
OTM displays the results page. You will be using the DEBRV location. If you are unable to
find this location, please notify your trainer.
Querying on Public Locations

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Field Enter This Data…
Location Name HOUSTON
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Conditional Operator Contains
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Domain Name PUBLIC
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OTM displays the results page. You will be using the USHOU location. If you are unable to
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find this location, please notify your trainer.
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Can you edit public data?
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Public Locations
Chapter 43 - Page 10
• What are some examples of public data?
_____________________________________________________
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• In what domain do you need to be to view or use public data?
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• How do you query on public data?
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Public Locations
Solution – Viewing Public Locations
View a Location
What is the stop time of the 1H
location WARSAW PLANT?
Lesson Review
• Can you edit public data?
Yes, but only if you can log in as DBA.ADMIN.
• What are some examples of public data?
Locations, service providers, country codes might all be candidates for sharing.
• In what domain do you need to be to view or use public data?
As a default, any domain can view and use data in the public domain.
• How do you query on public data?
Set domain name = PUBLIC
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Public Locations
Summary
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Public Locations
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Public Locations
Commodities and Items
Chapter 44
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Chapter 44 - Page 3
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Chapter 44 - Page 4
Objectives
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Chapter 44 - Page 5
Harmonized Tariff System (HTS)
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• You can assign HTS IDs to items and rates, and then use them for international
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documentation.
• HTS IDs can be set up as public data.
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Chapter 44 - Page 6
Standard Transportation Commodity Code (STCC)
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• In this exercise, we will define a rate associated with the STCC code on the item.
• STCCs are used in the United States, Canada, and Mexico.
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• STCCs can be set up as public data.
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Chapter 44 - Page 7
Demo Overview: Viewing Items
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Chapter 44 - Page 8
Guided Demonstration - Viewing HTS and STCC Items
Viewing STCC Items
1. Click Order Management > Power Data > Item Classifications > STCC.
2. Enter a STCC ID of 105.
3. Click Search.
Viewing HTS Items
4. Click Brokerage and Forwarding > Power Data > International Trade Logistics > HTS.
5. Enter an HTS ID of 204069.
6. Click Search.
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Chapter 44 - Page 9
Practice Overview: Viewing Items
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Practice - Viewing Items
Tasks
Viewing Items
The Item definitions for t-shirts, shorts, and socks have already been created for you.
What is the STCC ID for the T
SHIRTS?
What is the HTS ID for the
SHORTS?
Lesson Review
• How will you define commodities based on the items you ship at your company?
_____________________________________________________
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• Give an example of when you would define commodity incompatibilities.
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What is the description for the STCC we used in our items?
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Solution – Viewing Items
Viewing Items
The Item definitions for t-shirts, shorts, and socks have already been created for you.
What is the STCC ID for the T 1053680
SHIRTS?
What is the HTS ID for the 26 10 32 10 030
SHORTS?
Lesson Review
• How will you define commodities based on the items you ship at your company?
Teaching point: Commodities group items of similar shipping characteristics.
• Give an example of when you would define commodity incompatibilities.

− Do not mix food and fertilizer.
− Do not mix batteries and garments.
• What is the description for the STCC we used in our items?
Men’s and Boy’s work clothing
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Summary
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Equipment
Chapter 45
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Equipment
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Equipment
Chapter 45 - Page 2
Equipment
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Equipment
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Equipment
Chapter 45 - Page 4
Objectives
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Equipment
Chapter 45 - Page 5
Practice 1 Overview: Viewing Equipment
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Equipment
Chapter 45 - Page 6
Practice - Viewing Equipment
Tasks
Verifying Equipment Group and Equipment Group Profile
What is the effective weight of
the Equipment Group 40FT
OCEAN CONTAINER?
What equipment groups are part
of the Equipment Group Profile
40 OCEAN COMPATIBLE?
Lesson Review
• Why is modeling equipment important in OTM?
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• Where can you define equipment incompatibilities?
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Equipment
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Solution – Viewing Equipment
Verifying Equipment Group and Equipment Group Profile
What is the effective weight of 44000 lb
the Equipment Group 40FT
OCEAN CONTAINER?
What equipment groups are part 40FT OCEAN CONTAINER
of the Equipment Group Profile
40 OCEAN COMPATIBLE?
Lesson Review
• Why is modeling equipment important in OTM?
To create executable plans, OTM needs data on your equipment.
• Where can you define equipment incompatibilities?
Location, itinerary, commodity, rate offering, etc
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Equipment
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Summary
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Equipment
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Equipment
Truckload Rates
Chapter 46
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Truckload Rates
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Truckload Rates
Chapter 46 - Page 2
Querying Rates
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Truckload Rates
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Truckload Rates
Chapter 46 - Page 4
Objectives
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Truckload Rates
Chapter 46 - Page 5
Practice 1 Overview: Viewing Service Provider and Rates
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Truckload Rates
Chapter 46 - Page 6
Practice - Viewing Service Provider and Rates
Tasks
Verifying Service Provider and Rates
What is the response time when
tendering to BIS9?
In what currency is the BIS9 TL
Rate Offering defined?
Lesson Review
• What are some options for the source and destination geo hierarchies for this rate
record?
_____________________________________________________
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• What does a rate service type of SIMULATION mean?
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There is no mode profile on this service provider. Does it matter?
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Truckload Rates
Chapter 46 - Page 7
Solution – Viewing Service Provider and Rates
Verifying Service Provider and Rates
What is the response time when 2H
tendering to BIS9?
In what currency is the BIS9 TL EUR, €
Rate Offering defined?
Lesson Review
• What are some options for the source and destination geo hierarchies for this rate
record?
For example: location, postal code, uszip3, and so on in any combination.
• What does a rate service type of SIMULATION mean?
Transit time = distance / speed (in mileage band)
• There is no mode profile on this service provider. Does it matter?
No, an empty value means that this service provider offers all transport modes.
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• Why are carriers called service providers in OTM?
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Carrier is a kind of service provider. Insurance companies, cleaning companies, customs
brokers might also be service providers.
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Truckload Rates
Chapter 46 - Page 8
Summary
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Truckload Rates
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Truckload Rates
Vessel Rates
Chapter 47
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Vessel Rates
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Vessel Rates
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Vessel Rates
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Vessel Rates
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Chapter 47 - Page 4
Objectives
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Chapter 47 - Page 5
Vessel Rate
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In our exercises, we will be booking directly with the vessel carrier. It is also very common to
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Chapter 47 - Page 6
Vessel Rates in OTM
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Vessel Rates
Chapter 47 - Page 7
Vessel Rate Offering
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Vessel Rates
Chapter 47 - Page 8
Demo 1 Overview: Viewing Vessel Rates
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Vessel Rates
Chapter 47 - Page 9
Guided Demonstration - Viewing Vessel Rates
Viewing a Vessel Rate Offering
1. Click Contract and Rate Management > Contract Management > Rate Offering.
2. Enter an Offering ID of ACLU VESSEL.
3. Click Search.
4. Click the ID.
The following information was entered when the Rate Offering was created:
• Offering Type of VESSEL.
• Rate Service ID of VOYAGE SERVICE.
• Transport Mode of VESSEL-CO.
5. Click v next to the Rate Service ID.
• In the rate service, you refer to a voyage service type. Your voyage schedules also refer
to this voyage service type linking your voyage schedules to your rate service.
6. Close the Rate Service window.
7. Click Transportation Planning and Execution > Schedule Management > Voyage.
8. Enter a Voyage Service Type ID of TAS-2

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9. Click Search.
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Note the Voyage Service Type ID linking this schedule to any rate service that also uses
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Each voyage schedule defines the locations the vessel calls on and when that occurs.
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Vessel Rates
Viewing a Vessel Rate Record
11. Click Contract and Rate Management > Contract Management > Rate Record.
12. Enter a Record ID of ACLU DEU-USA.
13. Click Search.
14. Click the ID.
15. Click the Rate Costs tab.
16. Click Edit.
One-way vessel carriers can quote their rates per container. No matter how the rates are
quoted, you define them in the rate record.
To define a per equipment rate, select Shipment Total Pieces of Equipment as the basis with
a unit of 1.
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Vessel Rates
Practice 1 Overview: Creating a Rate for Vessel
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Vessel Rates
Practice - Creating a Rate for Vessel
Tasks
Verifying Service Provider
1. Click Contract and Rate Management > Service Provider Management > Service Provider
Manager.
2. Enter a Service Provider ID of ACLU.
3. Click Search.
You will be using the ACLU service provider. If you are unable to find this service provider,
please notify your trainer.
Creating a Vessel Rate Offering
5. Click New.
6. Enter an Offering ID of ACLU VESSEL.
7. Enter an Offering Type of VESSEL.
8. Enter a Service Provider ID of ACLU.
9. Click n (new) next to the Rate Service ID.

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10. Enter a Rate Service ID of VOYAGE SERVICE.
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11. Select VOYAGESCHEDULE as the Rate Service Type.
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12. Click Next.
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13. Enter a Voyage Service Type ID of TAS-2.
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14. Click Save.
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15. Click Finished.
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16. Enter a Transport Mode of VESSEL-CO.
17. Enter a Perspective of Buy.
18. Enter a Version of UNTIL 2010.
Vessel Rates
19. Click Next.
20. Click Finished.
Creating a Vessel Rate Record
21. From the confirmation page, mark the checkbox next to the rate offering you just created.
22. Click Actions > Create Rate Record.
23. Enter a Rate Record ID of ACLU DEU-USA.
24. Enter a Source Geo Hierarchy of LOCATION.
25. Enter a Destination Geo Hierarchy of LOCATION.
26. Click Next.
27. Enter a Source Geo Location ID of DEBRV.
28. Enter a Destination Geo Location ID of USHOU.
29. Click Next.
30. Click Add a Cost.
31. In the middle of the page, make sure the checkbox next to the Amount text field is selected.
32. Enter an Amount of 545.00 USD.
33. Enter a Basis of Shipment Total Pieces of Equipment.

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35. Enter a Unit of 1.
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36. Click Save at the bottom of the page.
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37. Click Finished.
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Lesson Review
• What is a voyage schedule?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How does OTM determine the transit time for an ocean shipment?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How are voyage schedules populated in OTM?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Is rate distance used with a vessel rate? Why or why not?
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Instead of communicating directly with vessel carriers, often you communicate through
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a freight forwarder. Do you work with freight forwarders? How might freight
forwarders use OTM?
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Solution – Creating a Rate for Vessel
Lesson Review
• What is a voyage schedule?
It defines when vessel movements can occur and between what locations.
• How does OTM determine the transit time for an ocean shipment?
OTM looks to your rate offering > rate service > voyage service > voyage schedule
• How are voyage schedules populated in OTM?
You can create voyage schedules in the voyage manager or upload a CSV file.
• Is rate distance used with a vessel rate? Why or why not?
No, it’s not needed. The voyage schedule defines depart and arrive times.
• Instead of communicating directly with vessel carriers, often you communicate through
a freight forwarder. Do you work with freight forwarders? How might freight
forwarders use OTM?
Teaching point: Freight Forwarders can log into OTM to update shipment events etc.
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Summary
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Vessel Rates
Accessorials and Special
Services
Chapter 48
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Accessorials and Special Services

Chapter 48 - Page 1
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Chapter 48 - Page 2
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Chapter 48 - Page 3
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Chapter 48 - Page 4
Objectives
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Chapter 48 - Page 5
Types of Extra Charges
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Chapter 48 - Page 6
What are Accessorials?
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Chapter 48 - Page 7
Accessorials Versus Special Services
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Note: For accessorials, OTM selects the cheapest total cost. If that happens to be a rate with
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accessorials, OTM still found the cheapest overall solution.
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Chapter 48 - Page 8
Demo 1 Overview: Requesting Accessorials or Special Services
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Chapter 48 - Page 9
Guided Demonstration - Accessorials or Special Services on
Locations, Order and Items
Accessorials and special services can be requested on the location, order, and item.
Viewing on a Location
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.
5. Click the Roles tab.
At the bottom of the Roles tab, you can define accessorials and/or special services.
Viewing on an Order Base
6. Click Order Management > Purchase Order > Order Base.
7. Enter an Order Base ID of MULTISTOP1.
8. Click Search.
9. Click the ID.
10. Click the Other Attributes tab.

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Viewing on an Order Release
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11. Click Order Management > Order Release > Order Release.
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12. Enter an Order Release ID of MULTISTOP1.
13. Click Search.

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14. Click the ID.
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15. Click the Other Attributes tab.
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Viewing on an Item
16. Click Order Management > Material Management > Item.
17. Enter an Item ID of CRACKERS.
18. Click Search.
19. Click the ID.
20. Click the Accessorials/Special Services tab.
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Rates OTM Can Use With Accessorials
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Rates OTM Can Use With Special Services
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Demo 2 Overview: Defining an Accessorial
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Guided Demonstration - Definining an Accessorial
You can define Accessorial Costs on the Rate Offering or Rate Record. Here you view the
terminal handling accessorial charge on the Rate Record.
Viewing the Accessorial Code
3. Click Search.
4. Click the ID.
5. Click on the Accessorials tab.
6. Click the Accessorial Code ID.
7. Click Edit.
• If you mark the Flow Thru checkbox and a Buy Shipment uses the Accessorial, OTM
also passes on the accessorial to the sell shipment to affect customer billing.
• If you mark Always Apply, OTM always applies the accessorial code without you
having to request the accessorial code on an item, order base, or location.
8. Click Finished.
9. Close the confirmation page.

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Viewing the Accessorial Cost
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Next, you define the cost associated with the terminal handling charge. There are several
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constraints you can assign to the accessorial cost including effective dates and calendars. The
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10. Click the Accessorial Cost ID.
11. Click Edit.

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The following information is entered in the Accessorial Code screen:
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Accessorial Cost ID of TH.
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OOption button next to the Amount text field is selected.
• Charge Amount of 120.00 USD.

• Basis of Shipment Total Pieces of Equipment.
• Unit of 1.
12. Close the Accessorial Cost window.
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Demo 3 Overview: Defining a Special Service
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Guided Demonstration - Defining a Special Service
You assign the Special Service to a Rate Offering or Rate Record.
Viewing the Special Services Code
2. Enter a Rate Record ID of ACLU.
3. Click Search.
4. Click the ID.
5. Click the Special Services tab.
6. Click New Special Service.
7. Click n (new) next to Special Service.
• The Special Service ID is only an attribute to request the service by.
• If the service provider offers this special service as part of the base charge, you only
need a special service ID.
• If there is a cost associated with your special service, you define an accessorial code and
an accessorial cost.
8. Close the Power Data Manager page.

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Practice 1 Overview: Defining an Accessorial on a Rate Record
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Practice - Defining an Accessorial on a Rate Record
Tasks
Defining an Accessorial on a Rate Record
3. Click Search.
4. Click on the Rate Record ID.
5. Click on the Accessorials tab.
6. Click n (new) next to the Accessorial Code ID.
7. Enter an Accessorial Code ID of TERM HNDLG.
8. Enter an Accessorial Code Description of TERM HANDLING.
9. Mark the checkbox next to Always Apply.
10. Click Finished.
11. Click n (new) next to the Accessorial Cost ID.
12. Enter an Accessorial Cost ID of TH.
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13. Make sure the checkbox next to the Charge Amount text field is selected.
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14. Enter a Charge Amount of 120.00 USD.
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18. Click Finished.
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19. Click Save.
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OTM displays a message regarding sharing accessorial costs across rates.
20. Click OK.
21. Click Finished.

Lesson Review
• What is the difference between an accessorial and a special service?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Does a cost always have to be associated with a special service?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• If OTM selects a rate with an Always Apply Accessorial for a shipment and you have
not requested the accessorial on the locations, order, or items, will OTM add the
accessorial to the shipment cost?
_____________________________________________________
_____________________________________________________
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Solution – Defining an Accessorial on a Rate Record
Lesson Review
• What is the difference between an accessorial and a special service?

− Accessorials: Shippers request these and OTM selects the overall cheapest rate with
or without these accessorials.
− Accessorial Always Apply: Shippers do not request these. OTM selects the overall
cheapest rate with or without these accessorials.
− Special Service: Shippers request these and OTM can only select among rates that
offer this special service.
• Does a cost always have to be associated with a special service?
No.
• If OTM selects a rate with an Always Apply Accessorial for a shipment and you have
not requested the accessorial on the locations, order, or items, will OTM add the
accessorial to the shipment cost?
Yes.
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Summary
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Rail Rates
Chapter 49
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Rail Rates
Chapter 49 - Page 1
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Rail Rates
Chapter 49 - Page 2
Rail Rates
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Rail Rates
Chapter 49 - Page 3
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Chapter 49 - Page 4
Objectives
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Chapter 49 - Page 5
Rail Versus Other Modes
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Prior to sending the bill of lading to the carrier, actuals (what exactly is being shipped) need to
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be populated in OTM to include on the bill of lading such as car initial, car number, and
weight.
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Chapter 49 - Page 6
Rail Attributes
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Chapter 49 - Page 7
Route Codes
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Chapter 49 - Page 8
Route Codes
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The rate is qualified by the route code. If OTM picks the lower rate of 3000 USD, then the
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freight needs to travel through Chicago.
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shipment as a single leg.
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For settlement, OTM will receive an invoice from Carrier 1. It will be Carrier 2’s
responsibility to bill Carrier 1.
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Rail Rates
Chapter 49 - Page 9
Rule 11
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To configure Rule 11 shipments, you need to define Rule 11 information on locations, rates,
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itinerary, and items.
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Rail Rates
COFC / TOFC
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the equipment that will be shipped.
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Intermodal Service Plan
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Rate Service
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Ground Schedules
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Ground Schedules
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• Cutoff time is the latest your goods can arrive at this location and still make it on this
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train.
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• Available time is the earliest your goods can be picked up from this location.
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missing available time using stop times and calendars on that location.
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Demo Overview: Viewing a Rail Rate
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Rail Rates
Guided Demonstration - Viewing a Rail Rate
A Rate Service for rail schedules should use a Rate Service Type of GROUNDSCHEDULE.
A Repetition Schedule Service is an identifier you define on both your Rate Service and your
Ground Schedules. For a specific Rate Service, OTM finds all Ground Schedules that use this
Repetition Schedule Service.
You define your rail schedule in a Ground Schedule.
As in this example, if you only define a time for either depart time or arrive, OTM will calculate
the missing time using stop times and calendars on that location.
Viewing a Ground Schedule
1. Click Transportation Planning and Execution > Schedule Management > Ground.
2. Enter a Ground Schedule ID of ROADRUNNER.
3. Click Search.
4. Click the ID.
• Note the Frequency. This train starts a loop every day marked.
• Note the Schedule Type is GROUND SERVICE.
• Note the Service Provider of RRR9.
5. Click v (view) next to Repetition Schedule Service.

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• Note the Repetition Schedule Service ID of ROADRUNNER.
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7. Edit Stop 1.
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• Note the Sequence Number of 1.
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Note the Stop Number of 1.
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Note the Location ID of USHOU.
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Note the Allow Pickup checkbox.
• Note the Repetition Schedule Activity ID of CUTOFF and DEPART.
8. Click Save.
Rail Rates
9. Edit stop 2.
• Note the Sequence Number of 2.
• Note the Stop Number of 2.
• Note the Location ID of SACRAMENTO.
• Note the Allow Delivery checkbox.
• Note the Repetition Schedule Activity ID of ARRIVE and AVAILABLE.
You must allow pickup and or delivery but you can leave the weight and volume constraints
empty.
10. Click Save.
Viewing Rate Attributes on the Rate Record
12. Enter an Offering ID of RRR9 HOU.
13. Click Search.
14. Click the ID.
15. Click the Attributes tab.
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• Rail Route Code ID, Rail Intermodal Service Plan Code, and COFC/TOFC can all be
defined on this tab.
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Practice Overview: Creating a Rate for Rail
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Rail Rates
Practice - Creating a Rate for Rail
Tasks
Creating a Service Provider
Service Provider ID RRR9
Service Provider Name ROADRUNNER RAIL
Corporation ID RR INC
Country Code USA
Time Zone AMERICA/DENVER
Communication Method MESSAGE CENTER
User ID YOURDOMAIN-RRR9
(Save your service provider before you look up this User ID
in the SERVPROV domain.)
Details For the com method of MESSAGE CENTER, the Response
Time is 6 hours (Save your service provider first)
Creating a Ground Schedule
1. Click Transportation Planning and Execution > Schedule Management > Ground.
2. Click New.
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3. Enter a Ground Schedule ID of ROADRUNNER.
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4. Enter a Frequency of M, Tu, W, Th, and F.
5. Verify that the Schedule Type is GROUND SERVICE.

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6. Enter a Service Provider of RRR9.
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Click n (new) next to the Repetition Schedule Service field.
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Enter a Repetition Schedule Service ID of ROADRUNNER.
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Click Finished.
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10. Click New Stop.
11. Enter a Sequence Number of 1.
Rail Rates
12. Enter a Stop Number of 1.
13. Enter a Location ID of USHOU.
14. Mark the Allow Pickup checkbox.
15. Enter a Repetition Schedule Activity ID of CUTOFF.
16. Enter a Day Adjustment of 0.
17. Enter an Hour Adjustment of 10.
18. Enter a Minute Adjustment of 00.
19. Click Save.
20. Enter a Repetition Schedule Activity ID of DEPART.
21. Enter a Day Adjustment of 0.
24. Click Save.
26. Click New Stop.

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29. Enter a Location ID of SACRAMENTO.
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30. Mark the Allow Delivery checkbox.
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31. Enter a Repetition Schedule Activity ID of ARRIVE.
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32. Enter a Day Adjustment of +4.
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35. Click Save.
36. Enter a Repetition Schedule Activity ID of AVAILABLE.
Rail Rates
37. Enter a Day Adjustment of +4.
40. Click Save.
42. Click Finished.
Creating a Rail Rate Offering
44. Click New.
45. Enter an Offering ID of RRR9 RAIL.
46. Enter an Offering Type of RAIL.
47. Enter a Service Provider ID of RRR9.
48. Click n (new) next to the Rate Service ID.
49. Enter a Rate Service ID of RAIL SERVICE.
50. Select GROUNDSCHEDULE as the Rate Service Type.
51. Click Next.

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53. Click Save.
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57. Enter a Version of UNTIL 2010.
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58. Click Next.
59. Enter a Rate Distance ID of ESTIMATE.
Rail Rates
60. Click Finished.
Creating a Rail Rate Record
61. From the confirmation page, mark the checkbox next to the rate offering you just created.
62. Click Actions > Create Rate Record.
63. Enter a Rate Record ID of RRR9 HOU-SAC.
64. Enter a Source Geo Hierarchy of CITY.
65. Enter a Destination Geo Hierarchy of CITY.
66. Click Next.
67. Enter a City of HOUSTON, a Province Code of TX, and a Country Code ID of USA.
68. Enter a City of SACRAMENTO, a Province Code of CA, and a Country Code ID of USA.
69. Click Next.
70. Click Add a Cost.
71. In the conditional rules section at the top of the page, enter a Basis of Line Item STCC.
73. Enter an Operator of =.
74. Enter a Value of 1053680.

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75. In the middle of the page, make sure the checkbox next to the Amount text field is selected.
76. Enter an Amount of 986.00 USD.

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81. Click Finished.
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Lesson Review
• How can you define transit time for rail transport?
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Solution – Creating a Rate for Rail
Lesson Review
• How can you define transit time for rail transport?

− Lookup: transit days per lane
− Dayduration: transit days + calendar per lane
− Groundschedule: cutoff and available times in a schedule
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Summary
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Rail Rates
Rate Query
Chapter 50
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Rate Query
Chapter 50 - Page 1
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Rate Query
Chapter 50 - Page 2
Rate Query
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Rate Query
Chapter 50 - Page 3
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Rate Query
Chapter 50 - Page 4
Objectives
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Rate Query
Chapter 50 - Page 5
Practice Overview: Querying for Rates
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Rate Query
Chapter 50 - Page 6
Practice - Querying for Rates
Tasks
Running a Rate Query
Ship From Location ID WARSAW PLANT
Ship to Location ID DEBRV
Ship Unit LARGE BOX
Ship Unit Count 1
Weight 15000 KG
Click find rates
OTM should return your BIS9 rate.
Enter the results of the rate query below:

Field Enter Your Results…
Rate Offering ID
Rate Record ID
Mode
Cost
This cost was entered as
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different?
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Field
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Ship From Location ID DEBRV
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Ship to Location ID USHOU
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Ship Unit LARGE BOX
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Ship Unit Count 1
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OTM should return your ACLU rate.
Rate Query
Chapter 50 - Page 7
Enter the results of the Rate Query below:
Rate Offering ID
Rate Record ID
Mode
Cost

Ship From Location ID USHOU
Ship to Location ID SACRAMENTO
Commodity ID STCC
Ship Unit LARGE BOX
Ship Unit Count 1
Commodity Code 1053680
Weight 30000 LB
Click find rates
OTM should return your Roadrunner Rail rate.

Field
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Enter Your Results…
Rate Offering ID
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Transit Time
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Rate Query
Chapter 50 - Page 8
Lesson Review
• If you wanted to see only distance and time defined between two locations, what Ask
OTM icon would you use?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How can you constrain your query for rates?
_____________________________________________________
_____________________________________________________
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Rate Query
Chapter 50 - Page 9
Solution – Querying for Rates
Rate Offering ID
Rate Record ID
Mode
Cost
This cost was entered as
400 EUR. Why is the cost
different?

Rate Offering ID
Rate Record ID
Mode
Cost
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Rate Offering ID
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Transit Time
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Rate Query
Summary
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Rate Query
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Rate Query
Multi-leg Itineraries
Chapter 51
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Chapter 51 - Page 2
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Chapter 51 - Page 3
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Chapter 51 - Page 4
Objectives
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Chapter 51 - Page 5
What is a Multi-leg Itinerary?
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You need multiple legs to change, e.g., carrier, rate, equipment, while in transit. OTM creates
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Chapter 51 - Page 6
Legs
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Chapter 51 - Page 7
Equipment Assignment Type
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Chapter 51 - Page 8
Relationship of Itinerary Legs
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Chapter 51 - Page 9
Itinerary Leg Details: Truckload from Origin to Port
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Itinerary Leg Details: Vessel from Port to Port
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Itinerary Leg Details: Rail from Port to Destination
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Demo Overview: Viewing Itinerary Leg Details
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Guided Demonstration - Viewing Itinerary Leg Details
Creating a Multi-leg Itinerary
1. Click Transportation Planning and Execution > Itinerary Management > Itinerary Manager.
2. Enter an Itinerary ID of POLAND.
3. Click Search.
4. Click the ID.
5. Click Next.
6. Click Next.
7. Edit the first leg.
• Note that this is the first leg; therefore the sequence number is 1.
9. Edit the second leg.
• Note the sequence number is 2 because this is the second leg.
• Note that the Primary checkbox is marked. OTM applies order release constraints to
primary legs.
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Note the Mode Profile ID. The mode for this leg is Vessel – Container.
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Location Role and Location ID are blank. Since we already defined the destination
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geography on the lane definition tab, you do not need to specify it here.
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Note the Mode Profile ID. The mode for this leg is rail.
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After entering all leg information, the List Legs tab displays the sequence number,
scheduling priority, destination location, and designated mode(s).
OTM generates the Leg ID.
Practice Overview: Creating a Multi-leg Itinerary
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Practice - Creating a Multi-leg Itinerary
Tasks
Creating a Multi-leg Itinerary
1. Click Transportation Planning and Execution > Itinerary Management > Itinerary Manager.
2. Click New.
3. Enter an Itinerary ID of POLAND CA MULTILEG.
4. Select the Perspective Buy.
5. Select the Itinerary Type of Active.
6. Select the Source Geo Hierarchy COUNTRY.
7. Select the Destination Geo Hierarchy STATE/PROVINCE.
8. Click Next.
9. Enter the Source Geography Country Code ID of POL.
10. Enter the Destination Geography Province Code of CA.
11. Click Next.
12. Click New Leg.
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14. Select the Equipment Assignment Type of Optimize Equipment.
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15. Select the Location Role PORT.
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16. Enter a Location ID of DEBRV.
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17. Select the Mode Profile ID TL.
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18. Enter an Equipment Group Profile ID of 40 OCEAN COMPATIBLE (already created).
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20. Click New Leg.
22. Mark the Primary checkbox.
23. Select the Equipment Assignment Type of Re-use Equipment.
24. Select the Location Role PORT.
25. Enter a Location ID of USHOU.
26. Select the Mode Profile ID VESSEL-CO.
29. Click New Leg.
31. Select the Equipment Assignment Type Re-use Equipment.
32. Select the Mode Profile ID RAIL.
35. Click Finished.
Lesson Review
• What is one difference between the way to set up direct and multi-stop, compared to
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multi-leg itineraries?
_____________________________________________________
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• What is a mode profile?
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Solution – Creating a Multi-leg Itinerary
Lesson Review
• What is one difference between the way to set up direct and multi-stop, compared to
multi-leg itineraries?
Multi-leg itineraries have multiple legs, each with their destination locations.
• What is a mode profile?
A group of transport modes.
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Summary
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Rate Query with Itinerary
Chapter 52
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Chapter 52 - Page 1
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Chapter 52 - Page 2
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Chapter 52 - Page 3
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Chapter 52 - Page 4
Objectives
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Chapter 52 - Page 5
Practice Overview: Querying for Route and Rate
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Chapter 52 - Page 6
Practice - Querying for Route and Rate
Tasks

Ship From Location ID WARSAW PLANT
Ship to Location ID SACRAMENTO
Commodity ID STCC
Ship Unit LARGE BOX
Ship Unit Count 1
Commodity Code 1053680
Weight 30000 LB
Click find route and rates
OTM should return your truckload, vessel, and rail rate.

Itinerary ID
Total Actual Cost
Which rate has an
accessorial?
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How much is the
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accessorial?
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When running rate query, what is the difference between selecting find rates versus
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selecting find route and rate?
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_____________________________________________________
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_____________________________________________________
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Chapter 52 - Page 7
• Did you have to enter a STCC Commodity ID and associated commodity code?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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Chapter 52 - Page 8
Solution – Querying for Route and Rate
Itinerary ID POLAND CA MULTILEG
Total Actual Cost USD 2045.28
Which rate has an ACLU
accessorial?
How much is the USD 120.00
accessorial?
Lesson Review
• When running rate query, what is the difference between selecting find rates versus
selecting find route and rate?
Route and rate finds valid itineraries and displays the best rate for each itinerary.
• Did you have to enter a STCC Commodity ID and associated commodity code?
Yes, the rail rate is only valid for a certain STCC.
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Chapter 52 - Page 9
Summary
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Automatic Assignment of
Data
Chapter 53
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Automatic Assignment of Data

Chapter 53 - Page 1
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Chapter 53 - Page 2
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Chapter 53 - Page 3
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Chapter 53 - Page 4
Objectives
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Chapter 53 - Page 5
What is Automatic Assignment?
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What is Automatic Assignment?
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For example, when you create an order release, OTM can assign the involved party MIKE
SMITH to the order release if the order release has a source location of PHOENIX DC.
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Chapter 53 - Page 6
What is an Auto Assignment Rule?
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Chapter 53 - Page 7
Header Tab
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If there already is an involved party with a qualifier of LOGISTICS on your new order, then
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Chapter 53 - Page 8
Criteria Tab
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Chapter 53 - Page 9
Definition Tab
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For example:
Criteria tabs. You can enter multiple rules here.

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The “Assign” and “When” are determined based on the information defined in the Header and
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Demo Overview: Viewing an Auto Assignment Rule
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Guided Demonstration - Viewing an Auto Assignment Rule
Viewing an Auto Assignment Rule
1. Click Business Process Automation > Agents and Milestones > Auto Assignment Rule.
2. Enter an Auto Assign Rule ID of SAC.
3. Click Search.
4. Click the ID.
Note the Auto Assign Type ID that defines what data this rule assigns. In this example,
OTM should assign an involved party to a new order release.
5. Click Next.
• Note the Auto Assign Criteria ID. In this example, the involved party assignment is
based on the destination of the order.
6. Click Next.
This rule assigns the SAC_PLANNER as the LOGISTICS involved party when the
destination is SAN_DIEGO_STORE.
• Involved Party of SAC PLANNER.
• Communication Method of BY CONTACT.
• Involved Party Qualifier of LOGISTICS.

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• Destination Location of SACRAMENTO.
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Practice Overview: Configuring Auto Assignment
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Practice - Configuring Auto Assignment
Tasks
Creating an Auto Assignment Rule
1. Click Business Process Automation > Agents and Milestones > Auto Assignment Rule.
2. Click New.
3. Enter an Auto Assign Rule ID of SAC INV PTY.
4. Select the Auto Assign Type ID of ORDER RELEASE INVOLVED PARTY.
5. Click Next.
6. Select the Auto Assign Criteria ID of ORDER DESTINATION.
7. Click Save.
8. Click Next.
9. Enter a Seq. of 1.
10. Enter an Involved Party of SAC PLANNER.
11. Enter a Communication Method of BY CONTACT.
12. Enter an Involved Party Qualifier of LOGISTICS.
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13. Enter a Destination Location of SACRAMENTO.
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14. Click Save to the right of the SACRAMENTO field.
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15. Click Save to the far right of the page to save the assignment rule.
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16. Click Finished.
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17. Answer the following
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What will happen when an order
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release is created with the
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destination of SACRAMENTO?

Lesson Review
• What are the three parts to an auto assignment rule?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Can you have multiple criteria defined on the Criteria tab?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What data can OTM auto assign?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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Solution – Configuring Auto Assignment
Creating an Auto Assignment Rule
What will happen when an order OTM assigns SAC PLANNER as logistics involved party to
release is created with the the order release.
destination of SACRAMENTO?
Lesson Review
• What are the three parts to an auto assignment rule?

− What type of data to assign
− When to assign
− What data to assign
• Can you have multiple criteria defined on the Criteria tab?
Yes
• What data can OTM auto assign?
See the auto assignment rule manager. For example, involved parties to order bases,
order releases, and shipments. Packaged items to order base lines and order release
lines. Reference numbers to invoices and customer bills.
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Summary
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Order Releases
Chapter 54
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Order Releases
Chapter 54 - Page 1
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Order Releases
Chapter 54 - Page 2
Order Releases
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Order Releases
Chapter 54 - Page 3
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Order Releases
Chapter 54 - Page 4
Objectives
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Order Releases
Chapter 54 - Page 5
What is an Order Release?
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Order Releases
Chapter 54 - Page 6
An Order Release
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Order Releases
Chapter 54 - Page 7
Order Constraints
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OTM must follow an order level constraint on primary itinerary legs only.
classification ID.
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OTM must follow a leg level constraint on all itinerary legs that have the same leg
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Order Releases
Chapter 54 - Page 8
Types of Order Constraints
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Order Releases
Chapter 54 - Page 9
Demo Overview: Viewing an Order Release
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Order Releases
Guided Demonstration - Viewing an Order Release
Viewing an Order Release
2. Enter an Order Release ID of POL-CA.
3. Click Search.
4. Click the ID.
5. Click Next.
6. Edit the line item with an ID ending in -001.
• Note the Packaged Item ID.
• Note the Net Weight. You can enter your amount in any unit of measure but OTM
displays the amount according to your user preferences.
OTM returns to the Line Item tab.
8. Click the Involved Parties tab.
OTM automatically added the involved party because of the auto assignment rule set up in
the previous lesson:
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Order Releases
Practice Overview: Creating an Order Release
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Order Releases
Practice - Creating an Order Release
Tasks
Reviewing Business Monitor
1. Click the Business Monitor icon.
2. Enter the results of the Business Monitor below.
At the conclusion of the exercise you will review the Business Monitor again to see which
queries have changed.
Saved Query Name Enter Your Results…
ORDER BASE-NO RELEASES
ORDER RELEASE-NEW
SHIPMENT-NEW
SHIPMENT-DELAYED
3. Close the Business Monitor page.
Creating an Order Release
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5. Click New.
6. Enter an Order Release ID of POL-CA.

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7. Enter a Source Location ID of WARSAW PLANT.
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8. Enter a Destination Location ID of SACRAMENTO.
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9. Mark the checkbox next to Line Item.
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10. Enter a Reference Number of 093382.
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11. Select the Reference Number Qualifier PO.
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12. Click Save.
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13. Click Next.
14. Click New Line Item.
15. Enter a Packaged Item ID of SOCKS.
Order Releases
16. Enter a Net Weight of 4500 KG.
19. Enter a Packaged Item ID of T SHIRTS.
23. Enter a Packaged Item ID of SHORTS.
OTM returns to the Line Item tab with the three line items displayed.
26. Click Finished.
27. From the confirmation page, click Edit.
28. Click the Involved Parties tab.

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Enter Your Answers…
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release?
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How was this involved party
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assigned, since you did not assign it
when entering the order?
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29. Click the Business Monitor icon. Which query has been updated from this exercise?
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Order Releases
Lesson Review
• What are some constraints that you can define on an order?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• Can an order release exist without any relationship to an order base?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How are orders entered into OTM?
_____________________________________________________
_____________________________________________________
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Order Releases
Solution – Creating an Order Release
Reviewing Business Monitor
Saved Query Name Enter Your Results…
ORDER BASE-NO RELEASES 4 (all these values can vary if student has deviated
from the exercises in any way.)
ORDER RELEASE-NEW 0
SHIPMENT-NEW 0
SHIPMENT-DELAYED 1
Creating an Order Release

What involved party is on the order SAC PLANNER
release?
How was this involved party Auto Assignment Rule
assigned, since you did not assign it
when entering the order?

Query ORDER_RELEASE-NEW
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Lesson Review
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• What are some constraints that you can define on an order?
− Ship order release alone
− Use a specific itinerary
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− Use a specific rate offering
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− Use a specific transport mode
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Can an order release exist without any relationship to an order base?
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OYou can use the managers for order base and order release or import an XML message
defining your order.
Order Releases
Summary
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Order Releases
Audit Data
Chapter 55
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Audit Data
Chapter 55 - Page 1
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Audit Data
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Audit Data
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Audit Data
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Audit Data
Chapter 55 - Page 4
Objectives
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Audit Data
Chapter 55 - Page 5
What is Audit Trail?
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What is Audit Trail?
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For example, you can monitor every date and quantity change made to orders. You can view
before and after values, along with which user made the change, and when the change was
made.
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Audit Data
Chapter 55 - Page 6
Levels of Auditing
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Data Change Auditing
the user who made the change, and the date and time of change.
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• This option saves information including the ID of what was changed, the change made,
• This is the default setting.

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Before/After Value Auditing
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• Your system administrator must enable this option.
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Audit Data
Chapter 55 - Page 7
Demo Overview: Turning On and Using Audit
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Audit Data
Chapter 55 - Page 8
Guided Demonstration - Auditing
To audit data changes, you must:
• Turn auditing on
• Turn auditing on for each object you need
• Subscribe to changes for those objects
Turning On Auditing
1. Navigate to Business Process Automation > Audit Trail Management > Audit Control.
2. Click Search.
3. Click the ID.
Here you turn auditing on in general and for specific business objects.
Viewing Audited Business Objects
4. Click Business Process Automation > Communication Management > Contact Notification.
5. Enter a Notify Subject ID of ORDER - MODIFIED.
6. Click Search.
7. Click the ID.
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You use contact notification to subscribe to the changes you want to audit. To audit rather
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want to audit orders releases when there is a modification.
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Viewing the Audit Information
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Enter an Order Release ID of POL-CA.
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10. Click Search.
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11. Click the ID.
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12. Click Edit by the Reference Number PO.
13. Change the Reference Number to something else.
14. Click Save.
Audit Data
Chapter 55 - Page 9
15. Click Finished.
16. Mark the checkbox on the confirmation page.
17. Click Actions > View > Limited Audit.
Here you can limit your audit to a certain time window, a certain user, or certain action.
18. Click Search.
19. Click any ID.
Here you can see who changed what and at what time. OTM can only populate the reason
section if you have configured OTM to require users to enter a reason when changing data.
20. Close the Audit Trail Entry window.
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Practice Overview: Turning On and Using Audit
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Audit Data
Practice - Auditing
Lesson Review
• What is the purpose of audit trail?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• How might your company use audit trail?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What business objects can be audited?
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Audit Data
Solution – Auditing
Lesson Review
• What is the purpose of audit trail?
View change history of business objects
• How might your company use audit trail?
Discussion point.
• What business objects can be audited?
For example, order base, order release, shipment, location, service provider, rates,
invoices, bills.
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Summary
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Audit Data
Workspaces
Chapter 56
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Workspaces
Chapter 56 - Page 1
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Workspaces
Chapter 56 - Page 2
Workspaces
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Workspaces
Chapter 56 - Page 3
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Workspaces
Chapter 56 - Page 4
Objectives
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Chapter 56 - Page 5
Workspace
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You define your own workspace to contain only the data you need in lists.
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• All invoices and vouchers relating to all buy shipments originating in the USA.
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• All planned order releases and the associated buy and sell shipments.
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• Order bases that have not been fully released, and any associated order releases.
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Workspaces
Chapter 56 - Page 6
OTM Generic Workspaces
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Default and Custom Workspaces
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Workspaces
Chapter 56 - Page 7
Configure Your Own Workspace
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Workspaces
Chapter 56 - Page 8
Demo Overview: Defining a Workspace
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Workspaces
Chapter 56 - Page 9
Guided Demonstration - Defining a Workspace
Viewing a Generic Workspace
To view the generic workspace,
1. Click Configuration and Administration > Workspace Configuration > Default Workspace.
• With workspaces, you can view multiple business objects on one page.
• OTM displays data in the right pane when you click an option in the left pane.
Viewing a User-defined Workspace
2. Click Configuration and Administration > Workspace Configuration > Workspace Manager.
3. Enter a Workspace ID of CORE.
4. Click Search.
5. Click the ID.
6. Click v (view) next to Label ID to view it.
This defines what label OTM should display.
7. Close the Label Manager view page.
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8. Click Next.
9. Next to the BUY_SHIPMENT List Type click Edit.

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The List Type controls what objects display in your workspace. The list type refers to a
table in the OTM database.
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Screen Set ID controls how results pages should look within your workspace.
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Order By – select an option here to control how to sort the objects in the list
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Image ID – define an image to display next to the list name instead of the default folder
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Field Name – by default, the object GID appears on the workspace (GID = Global
Identifier, which is DOMAIN.ID). This allows you to configure how to display the
object in the list. Use {} to define format string. You can use commas, spaces, and
dashes also.
Workspaces
10. Click the back button in the browser.
Adding the Workspace to your Menu
Up to this point, you have defined the workspace. Next you need to add it as a link on your
menu, then specific data you want displayed in your workspace.
Note: To add a new link to the menu or configure your menu in any way, you may want to
contact a super user or database administrator who is knowledgeable about your user set-up
and the menu assigned to you.
11. Click Configuration and Administration > User Configuration > Menu Manager.
12. Enter a User Menu Layout ID of NEW CORE.
13. Click Search.
14. Click the ID.
15. Mark the option button Top.
16. Click the Down Arrow.
17. Click Create with Link selected.
18. Enter a Text of Demo Workspace.
19. Click the option button to the left of Workspace.
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20. Enter a Workspace of CORE WORKSPACE.
21. Click Save.

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23. Click the checkbox to the left of Core Demo Workspace.
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your menu.
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Assigning the new Menu to your User
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24. Click Configuration and Administration > User Configuration > Manage User Access.
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25. Select the User Access Type of User Menu.
26. Enter a GL User ID of ADMIN.
Workspaces
27. Click Next.
Here you would refer to your new menu.
28. Click Finished.
When you change your menu, you need to log out and log back in to see the changes.
Adding your Queries to your Lists
To define which records to see in a list:
• Create a list based on a saved query.
• Save the list.
29. Click your new menu link, Core Demo Workspace.
30. Click the list called Order Information.
31. Select a Create List from Saved Query box of MY ORDER RELEASES.
32. Enter a List Name of Demo Orders.
33. Click Create.
34. Mark the checkbox next to Demo Orders.
35. Click Save.
Using your Workspace

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37. Click Demo Orders.
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OTM displays the order releases that are part of the list you just created.
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Practice Overview: Creating a Workspace
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Workspaces
Practice - Creating a Workspace
Tasks
Creating a Workspace
1. Click Configuration and Administration > Workspace Configuration > Workspace Manager.
2. Click New.
3. Enter a Workspace ID of CORE WORKSPACE.
4. Enter a Label ID of CORE_WORKSPACE (already exists).
Note: This field is case sensitive.
5. Click v (view) next to Label ID to view it.
6. Answer the following.

What is the text associated with
this label? This is the name of your
workspace.
7. Close the Label Manager view page.
8. Click Next.
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9. Click New List Type.
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10. Select the List Type of ORDER_RELEASE.
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11. Enter a Label ID of CORE_WORKSPACE_ORDERS (already exists).
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this label? This is the name of the
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order list in your workspace.
13. Enter a Screen Set ID of ORDER_RELEASE.
Workspaces
14. Select the Order By of Source Location ID.
OTM returns to the Definition tab.
16. Click New List Type.
17. Select the List Type of BUY_SHIPMENT.
18. Enter a Label ID of CORE WORKSPACE SHIPMENTS (already exists).

this label? This is the name of the
shipment list in your workspace.
20. Enter a Screen Set ID of BUY_SHIPMENT.
21. Select the Order By of Shipment ID.
OTM returns to the Definition tab.
23. Click Finished.

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Adding the Workspace to your Menu
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Note: A super user or database administrator will typically edit menus.
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24. Click Configuration and Administration > User Configuration > Menu Manager.
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25. Enter a User Menu Layout ID of ADMIN.
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26. Click Search.er
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27. Click the checkbox to the left of ADMIN MENU. You are using the ADMIN MENU in the
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PUBLIC domain. You need to copy it into your domain so you can make modifications to
the menu layout.
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28. On the top of the page, click Copy User Menu.
29. Enter a User Menu ID of NEW CORE MENU.
Workspaces
30. Click the radio button to the left of Top.
31. Click the Add New arrow.
32. Ensure the Select Type is Link.
33. Click Create.
34. Enter the Text of Your Name’s Core Workspace. For example, enter Jane’s Core
Workspace.
35. Click the option button to the left of Workspace.
36. Enter a Workspace of CORE WORKSPACE.
37. Click Save.
38. Scroll to the bottom of the page, and you will see the Link for your workspace.
39. Scroll to the top of the page and click Finished.
Assigning the new Menu to your User
Note: A super user or database administrator will typically assign menus to users.
41. Click Configuration and Administration > User Configuration > Manage User Access.
42. Select the User Access Type of User Menu.
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44. Click Next.

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45. Mark the checkbox Exclude all user menus except the following:
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Ensure you mark the checkbox next to the Exclude option, and not the Include option.
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46. Enter a User Menu ID of NEW CORE MENU.
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47. Click Save.
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48. Click Finished.
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49. Click the x (exit) at the top of the page. To have the new menu appear, log out and log back
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Workspaces
50. Log in to OTM.
There is a new menu link at the bottom of your menu for the new workspace you created.
Defining Order Release Query
52. Enter a Domain Name of YOUR DOMAIN, for example, CORE02.
53. Scroll to the right, and click Save in the Saved Query box.
54. Enter a Query Name of MY ORDER RELEASES.
55. Click Save.
Defining Shipment Query
56. Click Transportation Planning and Execution > Shipment Management > Buy Shipments.
57. Enter a Domain Name of YOUR DOMAIN, for example, CORE02.
58. Scroll to the right, and click Save in the Saved Query box.
59. Enter a Query Name of MY SHIPMENTS.
60. Click Save.
Adding your Queries to your Lists
61. Click your new menu link, Your Name’s Core Workspace.
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62. Click the list called Order Information.
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63. In the Create List from Saved Query box, select MY ORDER RELEASES.
64. Enter a List Name of My Order Releases.

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This field is case sensitive.
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OTM displays the new list in the Existing Lists box.
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66. Mark the checkbox to the left of the New List.
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67. Click Save.
68. To the far left, click Shipment Information.
Workspaces
69. In the Create List from Saved Query box, select MY SHIPMENTS.
70. Enter a List Name of My Buy Shipments.
71. Click Create.
OTM displays the new list in the Existing Lists box.
72. Mark the checkbox to the left of the New List.
73. Click Save.
Using your Workspace
74. Click the + to the left of the list Order Information.
75. Click My Order Releases.
The order releases that are displayed are a result of your saved query.
76. Click the + to the left of the list Shipment Information.
77. Click My Buy Shipments.
The shipments that are displayed are a result of your saved query.
Lesson Review
• What is the benefit of defining your own workspace?
_____________________________________________________
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How do you define what business objects to display in your workspace?
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Can you perform actions on business objects in your workspace?
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_____________________________________________________
Workspaces
Solution – Creating a Workspace
Creating a Workspace
What is the text associated with this Core Class Workspace
label? This is the name of your
workspace.

What is the text associated with this Order Information
label? This is the name of the order
list in your workspace.

What is the text associated with this Shipment Information
label? This is the name of the
shipment list in your workspace.
Lesson Review
• What is the benefit of defining your own workspace?
You define what data to display and in what formats

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When creating new workspaces, you define what business objects to display.
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Can you perform actions on business objects in your workspace?
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Yes.
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Workspaces
Multi-leg Shipment
Chapter 57
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Multi-leg Shipment
Chapter 57 - Page 1
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Multi-leg Shipment
Chapter 57 - Page 2
Multi-leg Shipment
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Multi-leg Shipment
Chapter 57 - Page 3
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Multi-leg Shipment
Chapter 57 - Page 4
Objectives
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Multi-leg Shipment
Chapter 57 - Page 5
Exporting Shipment Information
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Multi-leg Shipment
Chapter 57 - Page 6
Practice Overview: Creating a Multi-leg Shipment
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Multi-leg Shipment
Chapter 57 - Page 7
Practice - Creating a Multi-leg Shipment
Tasks
Creating Shipments
1. Click Your Name’s Core Workspace in the main menu.
2. Click the + to the left of Order Information.
3. Click My Order Releases.
4. Mark the checkbox next to POL-CA.
5. Click Actions > Create Buy Shipment > Direct.
6. Click OK.
7. Enter the shipment IDs, modes, and service providers.

Shipment ID Mode Service Provider
8. Close the Build Shipment page.
Mapping and Plotting Shipments

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Click Transportation Planning and Execution > Shipment Management > Buy Shipments.
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10. Click Search.
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11. Mark the checkbox in the header row to mark all shipments.
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12. Click Actions > View > Map Related Shipments.
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OTM displays the map with all of your shipments. The multi-leg shipment you just created
has three shipments, with each shipment transporting the order from Warsaw, Poland, to
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Sacramento, CA, USA. The order is moving truckload from Warsaw to Bremerhaven, vessel
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to Houston, and rail to Sacramento.
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13. What color is the vessel movement?
Vessel Mode
Multi-leg Shipment
Chapter 57 - Page 8
14. What color is the rail movement?
Rail Mode
15. Close the Map page.
16. On the Buy Shipment results page, click Actions > View > Plot Related Shipments.
OTM displays the plot with all of your shipments.
17. Click Summaries > Cost by Service Provider.
18. How much does the Roadrunner Rail shipment cost?

Shipment Cost
19. Close the Service Provider Facts page.
20. Close the Summaries menu.
21. Close the Related Shipment Plot page.
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Lesson Review
• Could you have bulk planned this order?

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In using OTM, how often do you think you will be manually creating shipments?
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Multi-leg Shipment
Chapter 57 - Page 9
• At your company, how often will you be running bulk plan?
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Solution – Creating a Multi-leg Shipment
Creating Shipments
Shipment ID Mode Service Provider
nnnnn TL BIS9
nnnnn VESSEL-CO ACLU
nnnnn RAIL RRR9
Mapping and Plotting Shipments

Vessel Mode brown

Rail Mode purple

Shipment Cost USD 986
Lesson Review
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In using OTM, how often do you think you will be manually creating shipments?
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Discussion point. Most often bulk plan to let OTM combine orders.
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At your company, how often will you be running bulk plan?
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Multi-leg Shipment
Summary
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Multi-leg Shipment
CASE STUDY: CREATING A
MULTI-LEG SHIPMENT
Chapter 58
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CASE STUDY: CREATING A MULTI-LEG SHIPMENT

Chapter 58 - Page 1
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Chapter 58 - Page 2
Case Study: Create a Multi-leg Shipment
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Chapter 58 - Page 3
Case Study Overview: Creating a Multi-Leg Shipment
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Chapter 58 - Page 4
Practice - Creating a Multi-leg Shipment
Overview
In this case study, you will create a multi-leg shipment from Sydney, Australia, to Denver, CO,
USA.
Vessel-CO Truckload
Port of Sydney, Port of San Diego, Denver, CO,

Australia CA, USA USA
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-leg
Business Modelling Order Management Transport Planning Shipment Execution
Locations Order Releases Shipments
Items
Equipment
Service Providers
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Vessel Rates
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Special Services
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Rail Rates
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Rate Query

Chapter 58 - Page 5
Business Scenario
The Koala Bear Ski Lodge (23 Slope Lane, Denver, Colorado, 80202, USA) is world renowned
for the skiing and the Australian food, ambiance, and hospitality. You are in charge of logistics
operations at The KB Lodge, and your responsibilities include creating orders and monitoring the
movement of cargo. You import several products from Australia, including two specialty snack
food items of Aussie candy and mints, which are a huge hit. The Koala Bear Ski Lodge has a
fixed stop time of one hour.
You are responsible for importing candy and mints from the port in Sydney, Australia, to San
Diego, CA, and then onto Denver. The supplier is responsible for getting the freight to the port
in Sydney. The KB Lodge uses APL (a public service provider in OTM called APLU) to deliver
to the port of San Diego. APL, mode of vessel-co, uses the WESTB Voyage Service and charges
500.00 USD/20 ft container. The 20 ft containers can hold up to 38,000 lbs and 1172 cu ft and
its dimensions are 19.04 x 7.08 x 7.06 ft.
To deliver the mints and candy from San Diego to Denver, you use Coyote Carriers, located in
Aspen, CO. They charge 1.42 USD/mile with a 300.00 USD minimum from the port of San
Diego to Colorado. The transit time is simulated by OTM and the rate distance is lookup else
estimate. These rates are valid from 2005 until 2010. Coyote has a dispatcher that you
communicate with via email.
Due to the unique ingredients in the mints, they require a special inspection. Define this Special
Service on the vessel Rate Record, the truckload Rate Record, and at the item level. There is no
extra cost for the inspection.
The KB Lodge is available for receiving freight between 7AM and 3PM seven days a week.
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Both the mints and candy use a packaging unit of a large box, weighing 25 pounds per package
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for the candy and 30 pounds per package for the mints. The inner pack packaging unit for both
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is a small box. For candy, there are 20 inner packs per package and 100 inner packs for the
mints. There are no compatibility or temperature restrictions on the candy and mints.
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As the planner, you need to create an order from the Sydney port to The KB Lodge. You are the
logistics contact on the order. The cargo will be ready today and consists of 10000lb of the
candy and 12000lb of mints.
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− Because of size restrictions at The KB Lodge, you need to ensure the 20 ft container
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is the equipment group chosen by OTM. Create an Equipment Group Profile and
assign this profile to the itinerary.
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− You will need to create a new Rate Service for APL using the WESTB Voyage
O Service.
− Re-use a Rate Service from a previous scenario if you want.
− Use the public port locations of AUSYD and USSAN.

Chapter 58 - Page 6
Solution – Creating a Multi-leg Shipment
Location Manager
Transportation Planning and Execution > Location Management > Location Manager
Field Enter This Data …
Location ID KB LODGE
Corporation ID AUSSIE LODGES INC
Address 23 SLOPE LANE
DENVER, CO 80202
Country Code USA
Time Zone America/Denver
Location Role SHIPFROM/SHIPTO
Calendar 7AM TO 3PM perform RECEIVE
Calendar cycle = 1 day
Fixed Stop Time 1 H (hours)
Field Enter this Data …

Location ID Use public AUSYD and USSAN
Contact
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Enter this Data …
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Contact (non-primary) KB LODGE
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First and Last Name Your name
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User ID CORExxx.ADMIN
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Rank
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Material Manager
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Order Management > Material Management > Commodity
ra Field Enter this Data …
O Commodity ID Use existing SNACK FOOD

Chapter 58 - Page 7
Order Management > Material Management > Item
Item ID CANDY
Item Name AUSSIE CANDY
Commodity ID SNACK FOOD
Packaging Unit LARGE BOX

Package Weight 25 LB
Inner Pack Packaging SMALL BOX
Unit
Inner Pack Count 20

Item ID MINTS
Item Name MINTS
Commodity ID SNACK FOOD
Packaging Unit LARGE BOX

Package Weight 30 LB
Inner Pack Packaging SMALL BOX
Unit
Inner Pack Count 100
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Special Service MAGIC MINT (create new)
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Asset Management > Equipment Group Management > Equipment Group
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In
Equipment Group ID 20FT CONTAINER
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Effective Volume 1172 CU FT
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Effective Weight 38000 LBS
O Length 19.04 FT
Width 7.08 FT
Height 7.06 FT

Chapter 58 - Page 8
Asset Management > Equipment Group Management > Equipment Group Profile
Equipment Group 20 FT OCEAN
Profile ID
Compatible Marked
Equipment Group ID 20 FT CONTAINER

This equipment group profile needs to be
assigned to the Itinerary on both legs.
Service Provider Manager
Contract and Rate Management > Service Provider Management > Service Provider Manager
Service Provider ID COY9
Service Provider COYOTE CARRIER
Name
Corporation ID COYOTE CARRIER CORP
Country Code USA
Time Zone America/Denver
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Communication MESSAGE CENTER
Method
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User ID SERVPROV.CORExxx-COY9
Details
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Response Time of 2 H (hours).
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Service Provider ID
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Use Public APLU
Rate Service
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Rate Service ID TL-SIM3
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Distance
SIMULATION
10000 MI
Speed 45 MPH

Chapter 58 - Page 9
Rate Manager
Contract and Rate Management > Contract Management > Rate Offering
Rate Offering ID APLU VESSEL
Offering Type VESSEL
Service Provider ID APLU
Rate Service ID Create new. VOYAGE AUS-USA with Rate
Service Type = VOYAGESCHEDULE and
WESTB Service
Transport Mode VESSEL-CO
Perspective Buy
Version UNTIL 2010
Contract and Rate Management > Contract Management > Rate Record
Rate Offering ID APLU VESSEL
Rate Record ID APLU AUSYD-USSAN
Source Geo Hierarchy LOCATION (can be something else as well
depending on how you decide to set it up)
Destination Geo LOCATION (can be something else as well
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Hierarchy depending on how you decide to set it up)
Source Geography AUSYD
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Location Code
Destination USSAN
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Geography Location
Code
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Amount
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Basis
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Unit
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Special Service
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MAGIC MINT (previously created)
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Contract and Rate Management > Contract Management > Rate Offering
Rate Offering ID COY9 TL
Offering Type TL
Service Provider ID COY9
Rate Service ID TL-SIM3
Transport Mode TL
Perspective Buy
Version UNTIL 2010
Rate Distance ESTIMATE
Contract and Rate Management > Contract Management > Rate Record
Rate Offering ID COY9 TL
Rate Record ID COY9 USSAN-CO
Source Geo Hierarchy LOCATION (can be something else as well
Destination Geo STATE/PROVINCE (can be something else as
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Hierarchy well depending on how you decide to set it up)
Source Geography USSAN
On
e
Location Code
Destination CO
Us
Geography Province
Code
AI
Multi-Cost Rule Minimum
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Amount
ern 300.00 USD
Basis
Int Shipment
le
Minimum Cost
c
Marked
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Basis
1.42 USD
Shipment Total Distance Traveled
Unit 1 MI

Normal Cost Marked
Special Service MAGIC MINT (previously created)
Itinerary Manager
Transportation Planning and Execution Management > Itinerary Management > Itinerary
Manager
Itinerary ID AUS-USA MULTILEG
Perspective Buy
Itinerary Type Active
Source Geo Hierarchy COUNTRY (can be something else as well
Destination Geo COUNTRY (can be something else as well
Hierarchy depending on how you decide to set it up)
Source Geography AUS
Country Code
Destination USA
Geography Country
Code
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Sequence Number 1
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Primary Marked
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Equipment
Assignment Type
Optimize Equipment
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Location Role PORT
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Location ID
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Mode Profile VESSEL-CO
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Profile ID
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Equipment
2
Re-use Equipment
Assignment Type
Mode Profile TL

Profile ID
Order Manager
Order Management > Order Release > Simple Order

Order ID AUS-USA CASE STUDY
Source Location AUSYD
Destination Location KB LODGE
Involved Party KB LODGE
Contact (on the
Involved Parties tab)
Communication BY CONTACT
Method
Involved Party LOGISTICS
Qualifier
Line Item checkbox Marked
Packaged Item ID CANDY

Net Weight 10000 LB
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Packaged Item ID MINTS
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Net Weight 12000 LB
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Select Order Release and Build Shipment
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Select the order release and create a multi-leg shipment by selecting Actions > Create Buy
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Shipment > Direct. There will be 2 shipments.
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•
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APLU 500 USD
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COY9 1419.94 USD
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SCENARIO: PROVINCIAL
AND EUROPEAN VAT
Chapter 59
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SCENARIO: PROVINCIAL AND EUROPEAN VAT

Chapter 59 - Page 1
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Chapter 59 - Page 2
Scenario: VAT Configuration, both Provincial and European
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Chapter 59 - Page 3
Objectives
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Chapter 59 - Page 4
Scenario: VAT Configuration
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Chapter 59 - Page 5
Configuration Steps
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Chapter 59 - Page 6
Process Steps
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Chapter 59 - Page 7
Business Scenario
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Los Zapatos Rapidos has placed an order containing tennis shoes for their Barcelona, Spain
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store. In order to accomplish this, you plan the order into a multi-leg move.
s
Since one of the moves is within Canada, provincial tax is applicable. On the final move within
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the EU country of Spain, European VAT is applicable. In the lessons to follow we will discuss
how to configure and trigger the calculation of either provincial tax or VAT.
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Chapter 59 - Page 8
VAT Overview
Chapter 60
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VAT Overview
Chapter 60 - Page 1
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VAT Overview
Chapter 60 - Page 2
VAT Overview
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VAT Overview
Chapter 60 - Page 3
Objectives
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VAT Overview
Chapter 60 - Page 4
What is VAT?
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End-consumers of products and services cannot recover VAT on purchases, but businesses are
e
able to recover VAT on the materials and services that they buy to make further supplies or
s
services directly or indirectly sold to end-users. In this way, the total tax levied at each stage in
U
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the economic chain of supply is a constant fraction of the value added by a business to its
products, and most of the cost of collecting the tax is borne by business, rather than by the
state.
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VAT Overview
Chapter 60 - Page 5
Where Does OTM Apply VAT?
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VAT Overview
Chapter 60 - Page 6
Types of VAT
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VAT Overview
Chapter 60 - Page 7
How is VAT calculated?
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VAT Overview
Chapter 60 - Page 8
Demo Overview: Viewing VAT Results
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VAT Overview
Chapter 60 - Page 9
Guided Demonstration - Viewing VAT Results
Viewing VAT Results
1. Click Financials > Payment Invoice Management > Payment Invoice.
2. Enter an Invoice/Bill Number of RAP9.
3. Click Search.
4. Mark the checkbox.
5. Click View.
6. Click More.
• Note the following information:

− Supply Country Code ID of CAN
− Amount Due versus Amount Due with VAT
The calculated VAT result is displayed in the VAT Analysis portion of the Invoice
View screen.
From the edit screens of the invoice or bill, you can view this VAT information on
both the Header and Line Item screens. The VAT Analysis section is located at the
bottom of each of these screens.
• Note the VAT Analysis section.

− These fields record basic VAT data.
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via one of the Calculate VAT actions.
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− The VAT Analysis portion of the screen displays VAT as it was calculated by OTM
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7. Click Edit.
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8. Click the Line Items tab.
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When looking at the Line Item summary information you do not see the VAT amount
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that was calculated, you must access the Line Item Detail by clicking edit.
e
9.
Int
Click Edit to edit the line.
cle
10. Scroll down to the bottom of the page to view the VAT Analysis section.
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The VAT section of the Line Item screen shows the calculation for each VAT code that
applies. If necessary, you can add an additional Line Item VAT.
VAT Overview
Summary
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VAT Overview
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VAT Overview
Configuration for Provincial
VAT
Chapter 61
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Configuration for Provincial VAT

Chapter 61 - Page 1
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Chapter 61 - Page 2
Provincial VAT
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Chapter 61 - Page 3
Objectives
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Chapter 61 - Page 4
What is Provincial Tax?
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• In Canada you may have a different tax on items moving within Quebec than when the
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items are moving within the Maritime Provinces.
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Chapter 61 - Page 5
Provincial VAT Configuration
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Chapter 61 - Page 6
VAT Codes
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In this course we’re going to focus on a Canadian example where two VAT codes are
e
applicable:
s
• GST - Goods and Services Tax applied country wide and is not cumulative.
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• PST - Provincial Sales Tax which is cumulative and therefore applied on top of the GST
A
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as a percentage of the total cost (freight costs + GST)
&
In this course if both GST and PST are applicable to a move, GST will be calculated first and
l
a
then PST will be calculated based on the total cost (Freight Costs + GST). The order of which
e rn
VAT Codes are to be calculated is defined in the next component, VAT code ordered set.
tax is applicable.
I t
VAT codes specify how much VAT is to be applied to an invoice or bill, and where the
ncan be cumulative.
• European VAT
c lecodes
r a to transportation-related services, not goods.

VAT rates are the percentage of VAT that applies to an invoice or bill.
O
• Only applied
• European VAT rates vary by country.

Chapter 61 - Page 7
VAT Code Ordered Set
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Chapter 61 - Page 8
Province Code Profiles
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Chapter 61 - Page 9
VAT Configuration
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Demo Overview: Viewing a Provincial VAT Code
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Guided Demonstration - Viewing a Provincial Tax Code
Viewing VAT Codes
1. Click Financials > Taxes > VAT Code.
2. Enter a VAT Code ID of PST,GST.
3. Select a qualifier of ONE OF.
4. Click Search.
5. Mark both checkboxes.
6. Click Edit.
7. Click Next at the top of the page.
• Note the Cumulative checkbox. When you mark the Cumulative checkbox, OTM
calculates tax by including the previously calculated tax as taxable.
Viewing VAT Code Ordered Sets
8. Click Financials > Taxes > VAT Code Ordered Set.
9. Click Search.
10. Click GST PST.
•
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Since PST is cumulative it will be calculated based on the total of (freight costs + GST).
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• The numbers used, 5 and 10, allow you flexibility to enter additional codes between
to re-sequence everything.
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them as necessary rather than using numbers such as 1 and 2, which might require you
Viewing Province Code Profiles OA

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11. Click Transportation Planning and Execution > Power Data > Geography > Province Code
Profile.
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12. Click Search.
e
cl
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13. Click QUEBEC ONLY.
Or
If, instead, you wanted every province, except Quebec, the Compatible box would be left
cleared.

Viewing VAT Configuration
14. Click Financials > Taxes > VAT Configuration.
15. Click Search.
16. Click CAN PROVINCIAL.
• Note the Tax Type. VAT configurations include one or more perspectives for which
OTM applies the VAT.
Assigning the VAT Configuration to a Planning Parameter Set
A planning parameter tells OTM which VAT Configuration ID to use.
17. Click Transportation Planning and Execution > Power Data > Planning > Planning
Parameter Sets.
18. Click Search.
19. Click DEFAULT.
20. Scroll down until you locate PROVINCIAL VAT CONFIGURATION ID.
21. Log out of OTM.
Viewing the Provincial Tax
23. Next to Invoice / Bill Number, enter RAP9.

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24. Click Search.
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25. Mark the checkbox.
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26. Click Actions
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Next, you would select Calculate Provincial Tax. But since this is already completed, you
rn
can just view the Provincial VAT.
e
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27. Close the Actions window.
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28. Click View.
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29. Click More.
• Note the VAT Analysis.

Practice Overview: Calculating Provincial Tax on an Invoice
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Practice - Calculating Provincial Tax
Tasks
Creating an Order Base and an Order Release
1. Click Order Management > Purchase Order > Order Template.
2. Enter a Template ID of VAT OCEAN ORDER.
3. Click Submit.
4. Enter an Order ID of VAT ORDER.
5. Enter an Involved Party of PLANNER.
7. Enter an Involved Party Qualifier of LOGISTICS.
8. Click Save.
9. Enter an Involved Party of SPORTS AY.
11. Enter an Involved Party Qualifier of BILL-TO.
12. Click Save.
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13. Click Submit Order.
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OTM displays the confirmation page.
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Building a Buy Shipment
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15. Enter an Order Release ID of VAT ORDER.
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16. Click Search.
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17. Mark the checkbox next to the Order Release.
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18. Click Actions > Create Buy Shipment > Direct.
19. Click OK.

20. Note the following information.
Shipments Shipment ID
Canadian TL Shipment ID
Vessel Shipment ID
Spanish TL Shipment ID
21. Close the Build Shipment page.
Tendering Shipment and Accepting Tender
22. On the Order Release results page, right click on the ID to view Smart Links.
23. Click Related Buy Shipments.
24. Mark the checkbox next to the TL Shipment with a cost of $70.00 USD.
25. Click Actions > Tender > Secure Resources By Planner.
26. Click Accept at the bottom of the page.
27. Click Finished.
29. On the Shipment Results page, click view.
30. Note the following information on the shipment.

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Reference Number
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s
Qualifier
BM
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31. Click Status.
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32. Click the small arrow to the left of Status Type to display all statuses.
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33. Note the following status values.
e
cl Status Type Status Value
ra PAYMENT
O SECURE RESOURCES
34. Close the Status page.

Manually Creating an Invoice from the Shipment
35. On the Shipment View page, click Actions > Settlement > Create Invoice.
36. Record the following information.

Invoice ID
Invoice Number
Amount Due
Using the Calculate Provincial Tax Action
39. Enter a Shipment ID of the Canadian TL shipment you noted above.
40. Click Search.
41. Mark the checkbox next to the invoice created from the shipment.
42. Click Actions > Calculate Provincial Tax.
43. On the confirmation page, note the following.

VAT Code
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Amount
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Field
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VAT Code
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Amount
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45. On the Payment Invoice Results page, click View.
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46. Click More.

47. Note the following.
Field Enter Your Result…
Supply Country Code ID
Amount Due
Amount Due with VAT
Lesson Review
• What four components are necessary when configuring Provincial VAT?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What does it mean if a VAT Code is designated as cumulative?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are the options for Goods Location Type on the VAT configuration?
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Solution – Calculating Provincial Tax
Building a Buy Shipment
Shipments Shipment ID
Canadian TL Shipment ID nnnnn
Vessel Shipment ID nnnnn
Spanish TL Shipment ID nnnnn

Reference Number Reference Number
Qualifier
BM RAP9-000001
Status Type Status Value

PAYMENT NEW
SECURE RESOURCES ACCEPTED
Manually Creating an Invoice From the Shipment

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Invoice ID YYYYMMDD-nnnn
Invoice Number RAP9-000001
On
Amount Due 70 USD
se
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Using the Calculate Provincial Tax Action
OA
&
VAT Code
al GST
e
Amount
rn 7 USD
Int
cle Field Enter Your Result…
ra VAT Code PST
O Amount 5.39 USD

Field Enter Your Result…
Supply Country Code ID CAN
Amount Due 70 USD
Amount Due with VAT 82.39 USD
Lesson Review
• What four components are necessary when configuring Provincial VAT?
VAT Codes, VAT Code Ordered Sets, Province Code Profiles and VAT Configuration
• What does it mean if a VAT Code is designated as cumulative?
OTM applies the VAT Code on top of all other taxes and VATs as a percentage of the
total cost.
• What are the options for Goods Location Type on the VAT configuration?
Shipment or Order
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Summary
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Configuration for European
VAT
Chapter 62
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Configuration for European VAT

Chapter 62 - Page 1
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Chapter 62 - Page 2
European VAT
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Chapter 62 - Page 3
Objectives
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Chapter 62 - Page 4
What is European VAT?
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Chapter 62 - Page 5
European VAT Configuration
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Chapter 62 - Page 6
VAT Outcomes
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All seven potential VAT outcomes listed above are predefined and shipped with OTM.
The logic for deciding VAT outcomes is hard coded.
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Chapter 62 - Page 7
VAT Outcomes
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Chapter 62 - Page 8
VAT Code Ordered Set
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Chapter 62 - Page 9
VAT Configuration
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Designate Countries as EU members
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Demo Overview: Viewing a European VAT Code
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Guided Demonstration - Viewing a European Tax Code
Viewing VAT Codes
1. Click Financials > Taxes > VAT Code.
2. Enter a VAT Code ID of V1.
3. Click Search.
4. Click the ID.
• Note the Cumulative checkbox.
• Note the Provincial checkbox.
• Note the VAT rates for some different countries.
Viewing VAT Configuration
5. Navigate to Financials > Taxes > VAT Configuration.
6. Click Search.
7. Click EURO VAT.
• Note the Tax Type.
8. Click Edit to the right of the Allocate checkbox.

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VAT configurations include one or more perspectives for which OTM applies the value
e
added tax. The VAT Outcomes are shown below:
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Assigning the VAT Configuration to a Planning Parameter Set
A planning parameter tells OTM which VAT Configuration ID to use.
9. Click Transportation Planning and Execution > Power Data > Planning > Planning
Parameter Set.
10. Click Search.
11. Select the DEFAULT Planning Parameter Set ID to edit it.
12. Scroll down until you locate VAT CONFIGURATION ID
The VAT CONFIGURATION ID planning parameter must be associated with the VAT
Configuration ID that you want OTM to use when running the Calculate VAT action.
Designate Countries as EU members
For a country to be considered valid for European VAT Calculation, it must be designated as a
member of the European Union (EU). If you need to change the definition of a country, you find
all countries in the PUBLIC domain.
13. Click Transportation Planning and Execution > Power Data > Geography > Country Codes.
14. Enter a Country Code 3 ID of ESP.
15. Click Search.
16. Select ID.
17. Make sure that EU Member is set to True.

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18. Log out of OTM.
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Flowchart of the Determination of VAT Outcomes
Shipment / Load
VAT Exempt
Duty Paid? N
Tax code FY
Y or N/A
Read origin and final customer

dest cntry, servprov and payer Export VAT not applicable on
VAT# Y Invoice
Tax Code VY
Export VAT not applicable on

Goods destination Servprov & core unit for
N N Invoice
inside EU? logistics in same cntry?
Tax Code FY
Import: VAT not applicable on

Invoice, if European transport
Servprov & core unit for
Goods origin inside EU? N N costs were included in the value
logistics in same cntry?
reported at import.
Tax code: FY
Import: VAT not applicable on

Invoice, if European transport
Y
Y costs were included in the value
reported at import.
Tax Code: VY
Service = Service is directly linked VAT exempt

Y Y
ly
handling or warehousing? to Intra-EU voyage? Tax code FY
N N
On
Origin country ServProv and
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Core unit for logistics Local VAT
= Y core unit for logistics in N N
VAT# known? Tax code V1
I
dest country same country?
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Determine Pre-Assigned Core
l
Y
Unit VAT Reg Country
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e
Y
t
Logistics core unit VAT# Local VAT (country of origin) Tax
n
N
I
known? code V1
cle Y
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SP and core unit for
O
logistics VAT#'s same N Intra-EU / IC deliveryTax code F5
country?

Viewing the European VAT Tax
21. Click Search.
22. Right-Click on the ID to see the SmartLinks menu.
23. Click Related Buy Shipments.
24. For the Shipment ID that has a Service Provider ID of LOA9, right-click on the ID and
select Related Invoices from the SmartLinks menu.
25. Mark the checkbox next to the Invoice ID.
26. Click View.
27. Click More.
• Note the VAT Code ID and the VAT Amount in the VAT Analysis section.
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Practice Overview: Calculating European VAT
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Practice - Calculating European VAT
Tasks
3. Click Search.
4. Click SmartLink > Related Buy Shipments.
5. Mark the checkbox next to the Shipment with a cost of 100.00 USD.
6. Click Actions > Tender > Secure Resources By Planner.
7. Click Accept.
8. Click Finished.
9. Close this page.
10. On the Shipment Results page, click view.

Qualifier
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BM
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12. Click Status.
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13. Click the triangle to see all status values.
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14. Note the following status values.
e
Int Status Type Status Value
cle
PAYMENT
ra SECURE RESOURCES
O
15. Close the Status page.

16. Click Actions > Settlement > Create Invoice.

Invoice ID
Number
Amount Due
Calculating VAT
19. Click SmartLink > Related Invoices
20. Mark the checkbox next to the Invoice ID.
21. Click Actions > Calculate VAT.

VAT Code
Amount
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24. Click View on the Payment Invoice Results page.
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25. Click More.
AI
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ern
Supply Country Code ID
Int
Amount Due
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Amount Due with VAT
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Lesson Review
• What are the three components required for European VAT to be calculated?
_____________________________________________________
_____________________________________________________
_____________________________________________________
• What are the 3 things that must be configured independent of whether you are setting up
European or Provincial VAT?
_____________________________________________________
_____________________________________________________
_____________________________________________________
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Solution – Calculating European VAT
Qualifier
BM LOA9-000001
Status Type Status Value

PAYMENT NEW
SECURE RESOURCES ACCEPTED

Invoice ID YYYYMMDD-nnnn
Number LOA9-000001
Amount Due 100 USD
Calculating VAT
VAT Code V1
Amount 10 USD
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Field
Us Enter Your Results…

Supply Country Code ID ESP
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Amount Due 100 USD
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Amount Due with VAT 110 USD
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Lesson Review
• What are the three components required for European VAT to be calculated?
VAT Codes, VAT Outcome, VAT Configuration and Designate Countries as EU

members.
• What are the 3 things that must be configured independent of whether you are setting up
European or Provincial VAT?
VAT Codes, VAT Configuration and Planning Parameter Set.
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Summary
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OTM 5.5 - Core Competence Volume 3

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OTM 5.

Restricted Rights Legend

Chris Hugosson and Julie Poindexter

Technical Contributors and Reviewers

Sheryl Slopey, Sundar Arunapuram, Dan Filetti and Ruijin Qi

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

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

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

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

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

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

Copyright © Oracle Corporation, 2006. All rights reserved.

OTM 5.5 Core Competence Table of Contents

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

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

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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

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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

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OTM 5.5 Core Competence Table of Contents

ern statement is displayed:

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

ra elements with long and click Finish.

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OTM 5.5 Core Competence Table of Contents

Typographic Conventions Within Code

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OTM 5.5 Core Competence Table of Contents

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SCENARIO: BUILD A MULTI-LEG SHIPMENT

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SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

SCENARIO: BUILD A MULTI-LEG SHIPMENT

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.

Copyright © Oracle Corporation, 2006. All rights reserved.