Professional Documents
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OTM 6.3 Core
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Competence
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Student
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D81894GC10
Edition 1.0
January 2013
D84946
Copyright © 2014, 2010, Oracle and/or its affiliates. All rights reserved.
Disclaimer
This document contains proprietary information and is protected by copyright and other intellectual property laws. You
may copy and print this document solely for your own use in an Oracle training course. The document may not be
modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share,
download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in
whole or in part without the express authorization of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document,
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the
United States Government, the following notice is applicable:
Trademark Notice
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Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their
respective owners.
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Authors
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Julie Poindexter and Sheryl Slopey
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Technical Contributors and Reviewers
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Julie Poindexter, Sheryl Slopey
e nDoug Leard
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Table of Contents
m
Guided Demonstration 2 - Viewing Additional OTM Resources .................................................................1-
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18 Lesson 4: Adding and Retrieving OTM Data ..................................................................................................1-
c l
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22
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Guided Demonstration 1 - Searching in OTM ............................................................................................1-23
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Guided Demonstration 2 - Adding and Editing Records .............................................................................1-25
ika this
Queries ..............................................................1-28 Practice 1 - Querying for
ul
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Records ..............................................................................................................1-29
thi
Solution – Querying for Records ................................................................................................................1-
(kar se to 30
tt cen
Practice 2 - Adding and Editing Records....................................................................................................1-
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hi ble li
m 31
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Solution – Adding and Editing Records ......................................................................................................1-
u lika sfera 33
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Practice 3 - Creating Saved Queries ..........................................................................................................1-
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34
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Lesson 13: Entering Shipment Tracking Events ............................................................................................1-
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@ Times..........................1-90
89
Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing
im tude u
t h
Practice 1 - Entering Shipment Tracking Events ........................................................................................1-92
k an his S
Solution – Entering Shipment Tracking Events ..........................................................................................1-93
li
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Practice 2 - Viewing Stop Times on the Shipment .....................................................................................1-94
ik
th to
Solution – Viewing Stop Times on the Shipment........................................................................................1-95
a r
(k nse
Lesson 14: Visibility for Orders and Shipments..............................................................................................1-
u t t e
96
Guided Demonstrationm
th i and lic and Shipment Information.........................................................1-97
1 - Viewing Order
e
k a n and Tracing
Practice 1 - Tracking
Solution – iTracking r a blShipments...............................................................................................1-99
Tracing Shipments.............................................................................................1-98
H u2l - Viewing
n s e Tracking Information .......................................................................................1-
fPublic
ik100 n-tra
Practice
r th
Ka Solutionno - Viewing Public Tracking Information ..........................................................................................1-
101
Lesson 15: Business Scenario: Configuring OTM to Build and Tender a Multi-stop Shipment ......................1-102
Lesson 16: Creating Locations and Corporations ..........................................................................................1-103
Guided Demonstration 1 - Creating Locations ...........................................................................................1-104
Practice 1 - Creating Locations ..................................................................................................................1-106
Solution – Creating Locations ....................................................................................................................1-108
Lesson 17: Creating Calendars......................................................................................................................1-109
Guided Demonstration 1 - Creating Calendars ..........................................................................................1-110
Practice 1 - Creating Calendars .................................................................................................................1-111
Solution – Creating Calendars ...................................................................................................................1-113
Lesson 18: Creating Contacts ........................................................................................................................1-114
Guided Demonstration 1 - Creating Contacts.............................................................................................1-115
Practice 1 - Creating Contacts ...................................................................................................................1-116
Solution – Creating Contacts......................................................................................................................1-117
Lesson 19: Creating Commodities and Items ................................................................................................1-118
Guided Demonstration 1 - Creating Commodities ......................................................................................1-119
Practice 1 - Creating Commodities.............................................................................................................1-120
Solution – Creating Commodities ...............................................................................................................1-121
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 2 - Viewing Items and Packaged Items .................................................................1-
Student Guide Table of Contents
122 Practice 2 - Creating
ii
Items .........................................................................................................................1-124
Solution – Creating Items ...........................................................................................................................1-126
Lesson 20: Creating Equipment Groups and Equipment Group Profiles .......................................................1-127
Guided Demonstration 1 - Creating Equipment Groups .............................................................................1-128
Practice 1 - Creating Equipment Groups....................................................................................................1-129
Solution – Creating Equipment Groups ......................................................................................................1-130
Guided Demonstration 2 - Creating Equipment Group Profiles ..................................................................1-131
Practice 2 - Creating Equipment Group Profiles.........................................................................................1-132
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Lesson 22: Configuring Contact Notification ..................................................................................................1-147
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Guided Demonstration 1 - Configuring Contact Notification .......................................................................1-148
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Practice 1 - Configuring Contact Notification ..............................................................................................1-149
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Solution – Configuring Contact Notification ................................................................................................1-150
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a hi s
ik.............................................................................1-152
Lesson 23: Configuring Automation Agents ...................................................................................................1-151
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Guided Demonstration 1 - Viewing Automation Agents
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Practice 1 - Creating Automation Agents ...................................................................................................1-153
Solution – Creating an Automation a
(k Agent
s e
Lesson 24: Contract Management
Lesson 25: Configuringim
utt .................................................................................................................1-155
li c en
a n th 1 - Configuring
b le Rate Distances..............................................................................1-157
Rate Distance ...........................................................................................................1-156
Lesson u k
Guided Demonstration
26:liConfiguring
f a
r Service .............................................................................................................1-159
eRate
H s
an 1 - Creating Rate Services ....................................................................................1-160
th ikPractice - tr
Guided Demonstration
192
Guided Demonstration 3 - Viewing Master Rate Offerings and Rate Records ...........................................1-194
Practice 1 - Creating Master Rate Offerings...............................................................................................1-195
Solution – Creating Master Rate Offerings.................................................................................................1-196
Practice 2 - Creating Master Rate Records................................................................................................1-197
Solution – Creating Master Rate Records ..................................................................................................1-199
Lesson 32: Creating Itineraries ......................................................................................................................1-200
Guided Demonstration 1 - Viewing Itineraries ............................................................................................1-201
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Practice 1 - Creating Multi-stop Itineraries .................................................................................................1-203
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Solution – Creating Multi-stop Itineraries....................................................................................................1-204
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Practice 2 - Querying Route and Rates......................................................................................................1-205
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Solution – Querying Route and Rates ........................................................................................................1-207
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Lesson 33: Creating and Releasing Order Bases ..........................................................................................1-208
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Guided Demonstration 1 - Viewing Order Bases........................................................................................1-209
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Guided Demonstration 2 - Releasing Order Bases with Line Items ...........................................................1-211
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Practice 1 - Creating Order Bases with Line Items.....................................................................................1-212
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Solution – Creating Order Bases with Line Items .......................................................................................1-215
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Lesson 34: Bulk Planning Order Releases.....................................................................................................1-216
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Guided Demonstration 1 - Bulk Planning Order Releases .........................................................................1-217
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Practice 1 - Bulk Planning Order Releases ................................................................................................1-220
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Solution – Bulk Planning Order Releases ..................................................................................................1-222
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Lesson 35: Re-sequencing Shipment Stops ..................................................................................................1-223
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Guided Demonstration 1 - Re-sequencing Stops .......................................................................................1-224
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Practice 1 - Re-sequencing Stops ..............................................................................................................1-225
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Solution – Viewing Service Providers and Rate Offerings for the Final Truckload Leg ..............................1-268
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Lesson 44: Querying for Truckload and Vessel Rates ...................................................................................1-269
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Practice 1 - Querying for Truckload and Vessel Rates...............................................................................1-270
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Solution – Querying for Truckload and Vessel Rates .................................................................................1-272
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ikforaa Multi-leg isItinerary .......................................1-274
Lesson 45: Creating Multi-leg Itineraries .......................................................................................................1-273
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Guided Demonstration 1 - Viewing Itinerary Leg Details
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Practice 1 - Creating a Multi-leg Itineraryh...................................................................................................1-276
t
(k ar .....................................................................................................1-278
Solution – Creating a Multi-leg Itinerary
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Lesson 46: Querying for Routettand Rates .....................................................................................................1-279
Practice 1 - Queryingim
en
u licRates.................................................................................................1-280
a n thfor Routeband
leRates...................................................................................................1-281
for Route and
Lesson 47:lik
Solution – Querying
feAutoa
r Assignment Rules ...........................................................................................1-282
H u s
Configuring
u l i
Guided Demonstration 3 - Releasing Trips ................................................................................................1-
338
t h ikฺh to ua Trip se......................................................................1-
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Guided Demonstration 4 - Adding Order Releases
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339
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Profile
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Oracle Transportation Management InstallationliGuide
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6.3
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Oracle Transportation Management
®
( arMigration
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tGuide
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e n Architecture Guide E38415-02
Oracle Transportation Management
m i
®
rRelease 6.3n- t
Ka OraclenoTransportation Management Integration Guide Release E38428-02
®
6.3
Oracle® Transportation Management Kewill Flagship Parcel Rate E38429-01
Requests Integration Guide Release 6.3
Oracle® Transportation Management Order Management Guide E38432-01
Release 6.3
Oracle® Transportation Management Report Designer’s Guide E38433-01
Release 6.3
Oracle® Transportation Management Application Scalability Guide E38434-02
Release 6.3
Oracle® Global Trade Management Oracle E-Business Suite E38425-01
Integration Guide Release 6.3
Oracle® Global Trade Management Customs Filing Integration E38424-02
Guide Release 6.3
OTM, GTM, and LCC Documentation Library for all 6.3.x releases: E38437-01
6.3, 6.3.1, 6.3.2, etc.
Additional Publications
Installation ReadMe
All of the documents listed above are available from Oracle Technology Network (OTN)
at http://www.oracle.com/technology/documentation/index.html.
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Due to confidentiality reasons, the following documents are only available via the
installer or My Oracle Support in knowledge document 796594.1:
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Security Guide
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Data Dictionary
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Structural Changes Guide
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External Programming Interface Guide
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OAM Integration Guide
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XML Interface Changes
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XML Elements Dictionary
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XSD ReadMe
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OTM 6.3 Core tt@Competence
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
Chapter 1 - Page 1
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
Chapter 1 - Page 2
Oracle Transportation Management 6.3 Core Competence Guided
Demonstrations and Practices
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices
Chapter 1 - Page 3
Objectives
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Objectives
Chapter 1 - Page 4
Lesson 1: Course Overview
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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OTM you are using.
Displays the user you are
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logged into OTM as.
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Toggles the Welcome area on
and off.
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29. On the main menu, click Shipment Management > Location Manager.
30. At the very top of the page, click Help on the top menu bar.
OTM displays the help topic specific to this page. Since search pages are very generic,
a common topic for Search Business Objects appears.
31. In the blue bar under the title, click Search by Status.
This section of the help topic displays without you having to scroll down the page. At the
end of the topic is an up arrow that returns you to the top of the help topic. s a
32. Scroll down to the bottom of the help topic. ) h a
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Notice the links at the bottom of the topic. These are the same links as in the Send Us Your
Comments topic. These links are on every help topic.
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33. Close the OTM online help.
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These are just some of the features offered by the OTM online help. OTM online help is
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very extensive. It is recommended that you refer to the help throughout the class. In a
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later exercise, you will see additional examples of context-sensitive help.
Creating a Nickname
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You can use a nickname to log ( k r aseantoalternative to user ID. For example, a standard
aOTM
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into
user name is comprised ofuDOMAIN.USER.
nickname instead of h
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34. Click Configuration
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35. Click
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atsthe bottom of the page.
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th OTMondisplays
K n the ID.
Click
OTM displays the User page. Note the breadcrumb trail at the top of the page (under the
blue bar above the page name). This allows you to go back without using the Back
button.
Note the nickname for this user. You can use this nickname each time you log into OTM.
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2. In the help window Contents tab, click Shipment Management > Location
Manager. OTM online help displays an overview of the Location Manager:
Identification tab.
3. Scroll through the text and click on the link for Region ID.
The right-hand pane now displays regions information.
4. Click the Index tab.
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5. Enter calendar in the text field.
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6. Click on the word calendars and the sub-entries, such as activity definitions.
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calendar.
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7. Click the Search tab.
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Note: If you do not see the entire “Type in the word(s) to search for:” field or the check box
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underneath it, you can expand the search pane by holding the mouse pointer over the
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pane divider and then dragging the divider to the right once you see the double-sided
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arrow.
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8. Enter calendar in the text field and press Enter.
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OTM online help displays a list of those help pages where the word calendar appears. You
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can enter multiple words to search for.
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9. Click the Glossary tab.
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OTM online help displays a glossary of OTM and transportation-related terms.
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10. ik t
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Click Hide Contents in the upper right of the help topic.
noleft pane is hidden.
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Click Show Contents.
The left pane is displayed.
12. Close the OTM online help.
13. Click Shipment Management > Location Manager.
OTM displays the Location Finder page; also known as
a search page.
14. Click the Help link on the top menu bar.
The help topic specific to this page appears. Since search windows are very generic,
a common search topic appears.
15. In the blue bar under the title, click Search by Date.
The Search by Date section of the help topic displays without you having to scroll down the
page. At the bottom right of the topic is an up arrow that returns to the top of the topic.
16. Close the OTM online help.
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describe the published information available for an Oracle
a hresources
i s S to learn about, install,
Use this document to ensure that you leverage all
li existing
implement, and use OTM.
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6. Go to www.oracle.com.
a rth to
7. Click the SUPPORT link. t (k se
ut en
im leclick
8. Under Support Resources,
th licMy Oracle Support to Login.
9. Log into My n b
li ka e aKnowledge
Oracle Support.
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10. Where
H u ns
it says f
‘Search Base’, enter the note number you want to view:
r th ik n-tra
796594.1.
Ka 12. Click
11.
n othe magnifying glass to the right of the number you entered.
Click the link for Oracle Transportation Management and Global Trade Management
Version 6.x Documentation and Training Resources.
You see the note.
The Oracle Transportation Management Documentation and Training Resources note contains
links to the following resources as well as details on how to access each of these resources:
Note: New documents can be added for any release so there may be additional documents.
Transfer of Information (TOI) Online Training
Oracle University Course-ware
Oracle Transportation Management Library links for different versions.
List of documents only available via the installer or this note.
EBS-OTM Integration Guide
Integration Guide
Kewill Flagship Parcel Rate Requests Integration Guide
Order Management Guide
Report Designer’s Guide
Application Scalability Guide:
GTM – Oracle E-Business Suite Integration Guide
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13.
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right are included on the Oracle Technology Network page.”
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Still in the note, scroll down to the section with the text of “The documents listed to the
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14.
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Click the View Library link for OTM and GTM Documentation Library Release 6.3.
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15. Click the Documentation tab.
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Note the list of available documents for the selected OTM release. In the top part of the
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page, the document names contain links to access the corresponding document. The
t
section “Confidential Documents” lists the confidential documents and does not contain
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links. You can access these documents via the My Oracle Support note or the installer. The
thikฺh use
confidential documents include the following:
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Security Guide
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tt cen
Data Dictionary
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hi ble li
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Data Dictionary ReadMe
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lika sfera
Structural Changes Guide
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H ran
External Programming Interface Guide
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a rth non-t
OAM Integration Guide
K XML Interface Changes
XML Schema
There are also documents for FTI and GTM
16. Close the Oracle Transportation Management 6.3 Documentation Library page.
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Ka When nonayou
r2. Enter Destination Location ID of SAN.
type the first three characters of an ID, you see a listing of all possible
location IDs that begin with those characters. This feature, called auto-complete, is
enabled by a global property called glog.ui.autocomplete.
3. Select SAN DIEGO STORE.
4. Click Search at the bottom of the page.
Once you query on a location, OTM displays the results page listing all the records that
meet the search criteria specified on the query page. Unless you specify a domain in your
query, the results include all data to which you have read and write access.
At the top of the results page, you see the following links:
New – Allows you to create a new shipment.
View – Displays the selected record(s) in a view-only format.
Edit – Displays the original data entry fields available for editing. Certain fields
cannot be edited (for example Shipment ID). You can only edit a record if you have
the appropriate access.
Delete – Deletes the record.
Actions – Allow you to perform certain actions against the business object. To
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
the right of the Actions button, you see a drop-down list containing the following:
Guided Demonstration 1 - Searching in OTM
Chapter 1 - Page 23
Replace Current Window – When selected, OTM overwrites the current window.
Always Open in New Window – When selected, OTM always opens in new window.
Always Open in Same Window – This option assumes there is one other window
that will always be the target window. If that window is currently open, upon
selection, OTM replaces the content of that window with what you click. If the
target window is not open, OTM opens a window with the new content.
At the bottom of the results list, you see the following links:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
New Query – Displays a blank search page so you can perform a different query
if the records that resulted from the original query are not what you want.
Refine Query – Displays the search page with your original query field values
that you can change to refine the search.
Export – Displays the selected records in a Microsoft Excel spreadsheet.
5. Click Shipment Management > Shipment Management > Buy Shipments.
6. Click Search at the bottom of the page.
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7. Select any two check boxes.
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Note how OTM displays the number of selected records to the right of Selected.
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8. Select another check box.
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Note how OTM increases the number of Selected Page and Total to 3.
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9. Scroll to the far right in the results page.
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Note how OTM always displays the ID column.
10.
ulika this
Scroll back to the far left of the results page.
11.
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Click the Shipment ID heading once to sort the column in ascending order.
12.
(kar se to
Click the Shipment ID heading a second time to sort the column in descending order.
13. u tt cen
To resize the Shipment ID column, move your mouse pointer over the far right-side of the
thi ble li
column heading.
n
m
14.
lika sfera
When you see a || arrow similar to the one shown here, hold down the left-mouse
u
ik H ran
button and drag the arrow to the right.
a rth non-t
When you release the mouse button, the column resizes.
K
You must go in order when completing the record and cannot skip from one tab to the
next and then back again. If you forget to input information on a previous tab,
complete the record entirely, click Finished, and then return and edit the record to add
the additional information.
Never use the browser back button when creating a new record. Data may be lost.
If there is a breadcrumb trail in the top right, you can click a link there to go back to a
previous page.
s a
When adding a record, always click Finished when the record is complete to save
the data. Otherwise data is lost. ) h a
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lecฺ eฺ
Required fields are denoted by a red *. Conditional fields are denoted by a blue * and
c
are only required if other data is present.
o ra uid
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Some data entry grids offer the ability to have multiple entries and require you to click
him Stud
a Save button after each entry. Note the Save buttons do not save anything to the
t
OTM database. You need to click Finished to save to the database.
n
li
Make sure you only click the Finished button
u ka once,
th isOTM will attempt to
as
save multiple records if Finished is ฺh e once.
h ik s
clicked more
u
than
Editing a Record
13. Click Shipment Management > Location Manager.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
( k ar se to
22. Click Save at the bottom of the page.
tt cen
OTM returns to the Roles tab.
u
hi ble li
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23. At the top of the page, click Finished to save the record.
n t
lika sfera
OTM displays the confirmation page.
u
H ran
ik
Using SmartLinks
-t to view additional information about business objects. These shortcuts are
th hasoshortcuts
a rOTM n
K callednSmartLinks.
24. Click Shipment Management > Shipment Management > Buy Shipments.
OTM displays the buy shipment search page.
25. Click Search at the bottom of the page.
26. Right-click on a row in the Buy Shipments results page.
A SmartLink is an OTM menu listing shortcuts to related information for that
business object. In this example, you can see the available SmartLinks for buy
shipments.
The Edit, Export, and View options appear on all SmartLink menus.
27. Close the SmartLinks menu.
Using Actions
Actions allow you to perform certain functions against a business object.
28. Select the check box to the left of a shipment.
29. Click Actions at the top of the results page.
30. Click the plus sign (+) next to Shipment Management.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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OTM sorts your results by the location name in ascending alphabetical order.
o
7. Click the Location Name header a second time.
c lecฺ eฺ
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OTM sorts your results by the Location Name in descending alphabetical order.
o
8. In the ID column, click the LGW ID.
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OTM displays the details for location LGW. Based on your user access rights, you are only
ika this
able to view this information.
ul
9. Scroll down and click the plus sign next to the Location Role of
thikฺh use
AIRPORT. Notice that the Location Role section is expanded.
(kar se to
10. Scroll up and click the minus sign next to Address.
u tt cen
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Notice that the Address section is now hidden.
t m
n
11. To view the section again, click the plus sign next to Address.
u lika sfera
You can use this feature anywhere you see a plus or minus sign in front of a section
k H ran
header.
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Editing a Record
15. From the confirmation page, click Edit.
OTM displays the Location – Identification tab. You can edit the information except for
those fields that are grayed out.
16. On the top menu bar, click the Help link.
The OTM online help is context sensitive. The OTM online help page displays information
about the Location Manager: Identification tab.
17. Close the OTM online help.
18. Click v (view) to the right of the Corporation ID of OUTLETS OF
USA. When you click v (view), OTM displays the details of the
corporation.
19. Close the Corporation page.
20. Click the Roles tab.
OTM displays the Roles tab.
21. Click New Location Role Profile.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
22. Select
Practice a Location
2 - Adding Role
and Editing of BILL TO.
Records
23. Click Save at the bottom of the page. Chapter 1 - Page 31
OTM returns to the Roles tab. Notice you now have two location roles defined for
this location, BILL TO and SHIPFROM/SHIPTO.
24. You only want this location to be a BILL TO location. Click the trash can icon to the far
right of the location role SHIPFROM/SHIPTO.
25. Click OK to confirm that you want to delete this location role profile.
OTM returns to the Roles tab with BILL TO as the only defined location role.
26. Click Finished, at the top of the page, to save the
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Editing a Record
You successfully edited a record in OTM.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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If you do not see the queries you need, you can create them. Your Business Monitor can
include saved queries from different business objects.
a n t bl
created for the business object that you selected in the query
k
ID field.
i ra
ul thenScreen
HNote s fe Set ID. The screen set ID controls the display attributes of the
r th n - trapage that appears when you click any of the results in the Business Monitor.
ik results
Ka noYou then assign the Business Monitor to a user preference.
Assigning User Preference
To activate your user preference, assign the user preference to a specific user.
7. Click Configuration and Administration > User Configuration > Manage User Access.
8. Select a User Access Type of User Preference.
9. Enter a User ID of ADMIN.
10. Click Edit User Access at the bottom of the page.
11. Ensure that the Replace Existing User Preference With The Following check box
is selected.
12. Enter a User Preference of COREDEMO.
13. Click Finished at the top of the page.
14. Log out of and back into OTM.
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the topORDER_BASE-NO_RELEASES
of the page.
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OTM displays
u tt cen
the Business Monitor page containing your defined saved queries. Enter the
ORDER_RELEASE-NEW
n thi ble li
will seeSHIPMENT-NEW
m
defined Business Monitor saved queries below. You can compare these results to what you
lika sfera
in the Business Monitor later in this class.
u SHIPMENT-DELAYED
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th Closeonthe-tBusiness Monitor.
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You can now
l a do theerfollowing:
a
u the nfield
HHide s f by clearing the
ik ra
a n-t it a required field.
rth noMake
Show check box.
K
Make it read only.
Different types of fields will have
different options available for
edits.
8. Click the Save button.
OTM displays the Detail tab.
In this demonstration, we are going to
delete all four INCO Term fields.
9. With the INCO Terms field option
button selected, click the trash can
icon.
10. Click OK when you see the question
“Are you sure you want to delete this
field?”.
OTM refreshes the Manager Layout page and the INCO Terms field is removed. It is
replaced by an Add INCO Terms button.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
If you wanted to add the field back, you would click the Add INCO Terms
Guided Demonstration
button. 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 44
11. Select the option button next to INCO Term Location.
12. Click the trash can icon.
15. Click the trash can icon.
16. Click OK when you see the question “Are you sure you want to delete this field?”.
OTM refreshes the Manager Layout page and the Final INCO Terms field is removed.
17. Select the option button next to Final INCO Term Location.
18. Click the trash can icon.
19. Click OK when you see the question “Are you sure you want to delete this field?”.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
OTM refreshes the Manager Layout page and the Final INCO Term Location field is
removed.
20. Click Finished.
We’ll see the results of deleting these fields of this later in this lesson.
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 45
Viewing a Customized Menu
The Menu Editor lets you control the objects that appear on the navigation menu on the left
side of the OTM home page. After you create a menu, you can assign it to a domain, user, or
level using the Access Manager. Also, note that you can assign more than one menu.
33. Click Configuration and Administration > User Configuration > Menu Manager.
34. Enter a Domain Name of COREDEMO.
35. Click Search.
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tt (kof cUser se
User Access.
41. Select a User AccessuType e nMenu.
42. Enter a Usern IDth
im le li
lika erabof ADMIN.
H udisplaysnthe
43. Click Edit f
User Access.
s
th ik -tra User Menu Access page.
OTM
r n that the CORE MENU is selected.
oNote
Ka If you nmade any changes to the CORE MENU, you must log out and back into OTM to see
the updated menu.
Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus
Chapter 1 - Page 46
Guided Demonstration 2 - Viewing Results of Customization
The instructor’s domain has customized copies of the screen sets, manager layouts and
menus for freight forwarding. This allows the instructor to demonstrate this feature.
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18. Under Selected, click Order Release ID.
o m
19. Click the Move Left arrow.
c lecฺ eฺ
20. Click Save. o ra uid
Notice that the Order Release ID column no longer appearston t@ n t Gpage.
21. Click the wrench icon to view the Configure Resultsh
u
im again.tude
the results
t page
anStatus. S
22. Under Selected, scroll down to locate and select
lik h i s
23. Click the Move to Up arrow to move k
i ฺhu touthesetopt of the column.
Status
24. Click Save.
a rth to
u
Note that the Status columntt (kis now
en sefirst column in the results page and you do not
the
th imit. le lic
need to scroll to see
Undo All Changes - To undo all changes made to the results page since the last save.
Mass Update - To save many changes at once.
Configure Results – Explained above.
Save Configuration – To save changes to the configuration of the results page.
Print – To print the results page without exporting.
Search Criteria – Shows the search criteria used to return the results that were
returned. Search criteria only displays if you have entered some criteria before initiating
s a
the search.
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Select and Add: Allows you to find other records and then add them to the
advanced layout.
Actions: Select a record in the table and then click this icon to launch the Actions
menu.
Execute Default Search: Removes all the records from the table and re-runs the
finder set's default saved query.
Refresh Selected: Refreshes the selected records in the table.
Remove Selected: Removes the selected records from the table. It does not
remove them from the database; it only affects if they are displayed on this page.
Export: If no rows are selected in the table, then the entire table is exported to an
Excel sheet. If rows are selected, you can choose to export just those rows, or all
rows.
Execute: To change the saved query that is populating the data in the related table,
select one from theCopyright
drop-down list then
© 2014, Oracle and/orclick theAllExecute
its affiliates. button.
rights reserved.
Guided Demonstration
Other examples 3 - of
Working with Advanced
Advanced LayoutsLayouts.
include maps and the Decision Control Center.
Chapter 1 - Page 50
Lesson 7: Business Scenario: Creating and Orders and Planning
Shipments in OTM
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Lesson 7: Business Scenario: Creating and Orders and Planning Shipments in OTM
Chapter 1 - Page 51
Lesson 8: Managing Orders in OTM
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K
th ik means
will
- trathis order release
lines or with ship units. In this example, Line is selected which
a r non will be entered with lines.
K In addition, this order configuration specifies to automatically create one ship unit
for the line item. This is specified in the Releasing Logic field.
Note the Ship Unit Creation field which indicates that OTM will automatically create the
ship units from the entered line items when the order release saved.
8. Close the Order Configuration page.
9. Click the Line Item tab.
To add a new line item, you can click the New Line Item button.
Note that you can add as many line items as you need.
10. Click the pencil icon to the right of Brand Name.
Note the Packaged Item ID of BASKETBALLS and the Total Package Count of 750.
When you are entering line items, the minimum data you can enter is the packaged
item you are shipping and the total package count.
You can also add information such as Weight, Volume, Package Length, Package
Width, and Package Height.
11. Click Save at the bottom of the page.
OTM returns to the Line Item tab.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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configuration used here.
i Base/Releaseli Creation field which indicates whether the order release
th
Note the Order
n
will beaentered with le
b lines or with ship units. In this example, Ship Unit is selected
li k fe r aorder
H u ns
which means this release will be entered with ship units.
8. ik
th - a Configuration page.
Close thetrOrder
r n
othe Ship Unit tab.
Ka 9. Click
n
OTM displays the Ship Unit tab.
In this example, the order release is entered with ship unit information.
10. Click the pencil icon to the right of Drop Off Stop ID.
OTM can generate a Ship Unit ID for you.
OTM does not require any information, but you should enter as much information
as possible to allow OTM to select the best service provider and rate.
A transport handling unit is the type of packaging for a ship unit. It can be a 4x4
pallet, a euro pallet, or anything else you have defined. In this example, you are
shipping a count of 12 - 4X4 pallets.
You can also add information such as gross weight per ship unit, gross volume per
ship unit, length per ship unit, width per ship unit, and height per ship unit. Net weight
per ship unit and net volume per ship unit are also available.
11. Click Save at the bottom of the page.
12. Click Line Item at the bottom of the page.
OTM creates a default line item for you. Or you can create the details for the ship unit
and the line item.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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OTM displays the Line Item page.
ul
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11. Enter a Packaged Item ID of
BASKETBALLS.
thi
(kar se to
12. Enter a Total Package Count of 750.
u tt cen
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13. Enter a Weight of 15000 LB.
t m
n
14. Enter a Volume of 1750 CU FT.
lika sfera
15. Click Save at the bottom of the page.
u
ik H ran
OTM returns to the Line Item tab of the Order
a rth non-t
Manager.
K 16. Click New Line Item in the middle of the page to enter a second line
item. OTM displays the Line Item page.
17. Enter a Packaged Item ID of TENNIS BALLS.
18. Enter a Total Package Count of 1125.
19. Enter a Weight of 22500 LB.
20. Enter a Volume of 1000 CU FT.
21. Click Save at the bottom of the page.
OTM returns to the Line Item tab of the Order Manager.
22. Click Constraints at the bottom of the page.
OTM displays the Constraints tab.
23. Click Involved Parties at the bottom of the
page. OTM displays the Involved Parties tab.
24. Enter an Involved Party Contact of PLANNER.
25. Select a Communication Method of BY
CONTACT.
26. Select an Involved Party Qualifier ID of
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
LOGISTICS.
Practice 1 - Creating Order Releases with Line Items
27. Click Save to the far right of the Involved Party
Chapter 1 - Page 57
Contact field.
28. Click Finished at the top of the page.
OTM displays the confirmation page.
29. Enter the ID of the order release
below: Field Enter Your Results
Order ID
30. Click the Business Monitor link. Which query has been updated after performing this
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
exercise?
Saved Query Name Number of Matching
u lika sfera
39. Click Ship Unit at the bottom of the page.
ik H ran
OTM displays the Line Item tab.
a th ClickoNew
r40. n -t Line Item in the middle of the page.
K n
OTM displays the Line Item page.
41. Enter a Packaged Item ID of GOLF BALLS.
42. Enter a Total Package Count of 25000.
43. Enter a Weight of 7000 LB.
44. Enter a Volume of 700 CU FT.
45. Click Save at the bottom of the page.
OTM returns to the Line Item tab.
46. Click Constraints at the bottom of the page.
OTM displays the Constraints tab.
47. Click Involved Parties at the bottom of the
page. OTM displays the Involved Parties tab.
48. Enter an Involved Party Contact of PLANNER.
49. Select a Communication Method of BY
CONTACT.
50. Select an Involved Party Qualifier ID of
LOGISTICS. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
51.
Practice 1 - Creating Order Releasesof
Click Save to the far right withthe Involved
Line Items Party
Contact field. Chapter 1 - Page 58
52. Click Finished at the top of the page.
OTM displays the confirmation page.
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PLANNING PLANNING_NEW
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them bundled.
(k
tt cen
Processes vary depending on the process performed. For example, for building
u
hi ble li
m
shipments, some of the processes you will see are: identify valid itineraries, multi-stop
t
merge shipments, and commit shipments.
n
likais asplus
If there
u f a you can click on it to view sub-process steps.
erbutton,
ik H downraand
7. Scroll n note the Process Step of Multi Stop – Merge Shipments.
rth noThe t
n- status of this process steps indicates that the number of shipments to merge is
K a 2 and that using the “Concurrent Savings Merge” algorithm that these shipments
have been combined into 1 shipment.
8. Click the plus button next to Multi Stop – Merge Shipments.
Note that several new entries appear under Multi Stop – Merge Shipments.
You see the details for the Multi Stop stats process.
And finally you see the Commit Shipments process completed successfully. This
indicates that the shipment was successfully saved to the database.
9. Close the Diagnostics Log Viewer page.
10. Click the Shipment ID on the Build Buy Shipment confirmation
page. OTM displays the Buy Shipment view page.
OTM generates the shipment ID using rules defined in the
business number generator.
Note the service provider and transport mode for the shipment.
Note the Number Of Orders and Number Of Stops. There were two orders, DEMO1
and DEMO2 planned into this single multi-stop shipment. The shipment has three stops.
11. Click the plus sign next to More.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
OTM displays additional shipment information including:
Guided Demonstration 1 - Planning Multi-stop Shipments
Chapter 1 - Page 66
Cost information for the shipment such as Total Actual Cost, Total Weighted Cost, and
Planned Cost.
Start Time and End Time for the shipment. OTM calculates the time window identifying
the earliest, best, and latest start time and end time for a shipment.
Parameter Set ID used for planning the shipment.
Itinerary used to build the shipment.
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nthim Stud
OTM displays more details about the equipment used for this shipment including
lika this
total weight, total volume, and ship unit data.
u
ikฺh use
16. Scroll down to the bottom of the Buy Shipment view page.
th
(kar se to
OTM displays shipment stop information including all stops included in the shipment. For
tt cen
each stop, you can see the stop type, location, and planned arrival and departure
u
hi ble li
m
information.
nt
17. Click the plus sign next to Standard Documents.
u lika sfera
This section contains standard documents associated with the shipment. A standard
ik H ran
document is an assignment of a document type to a transaction, such as a
a rth non-t
shipment. Revisions are kept of standard documents.
K Refer to the OTM Transfer of Information session titled 6.3 TOI OTM Document
Management Functional Overview for more information on document set up, generation,
and flow.
18. Click the plus sign next to Additional Documents.
This section displays document uploads and reports directly associated with the shipment
by a user or through integration. Documents can be associated with the shipment through
the Attach Document or the Upload Document actions. Ad hoc documents are
documents without a document type that are associated with the shipment.
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You can zoom in and
out and maneuver the
n t
ika this
map.
u l
th ikฺh use
(kar se to
u tt cen
n thi ble li
m
You can see shipment information at the bottom of
lika sfera
the page. You can also select and run saved
queries.
u
H ran
ik -t
a r2.th Zoom
on
n the Legend icon located in the right side of the icon bar.
K 3. Click in as necessary.
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3. Mark the check box next to both the PORTLAND-SALEM and PORTLAND-TILLAMOOK
order releases.
4. Click Actions > Operational Planning > Create Buy Shipment > Multi-
stop. OTM displays the Build Buy Shipment confirmation page.
5. If you see the Ignore the Following Constraints page, make sure that nothing is
selected and click OK.
6. On the Build Buy Shipment confirmation page, click the View Diagnostics button.
s a
7. Enter the status information for the following process step:
) h a
Process Step Enter the Status…
om
Identify Valid
c lecฺ eฺ
Itineraries ora uid
8. Close the Diagnostic Log Viewer page. u tt@ ent G
9. On the Build Buy Shipment confirmation page, clickth imShipment
the tud
n
ka mode.
ID. OTM displays the Buy Shipment page in iview is S
ul th
10. Click the plus sign next to More.
th ikฺh use
ar sebelow:
11. Enter the following shipment information
(k to
Field utt e n Enter Your Results…
m
hIDi ble li c
n
Shipment t
u lika Provider
Service
s f era
ik H ID ran
a rth nonTotal -t Actual Cost
K
Rate Offering
Rate Record
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You can zoom in and
n thim Stud
out and maneuver the
map.
u lika this
th ikฺh use
(k ar se to
u tt cen
n thi ble li
m
lika sfera
You can see shipment information at the bottom of
u
H ran
the page. You can also select and run saved
ik queries.
a rth non-t
K 3. Click the Legend icon in the toolbar at the top of the map.
OTM displays the Legend.
4. Close the Map view page.
5. Close the Shipment View page.
6. Close the Build Buy Shipment confirmation page.
7. Click Business Monitor link at the top of the page. Which query has been updated
after performing this exercise?
Saved Query Name Number of Matchings…
SHIPMENT-NEW 1
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thikฺh use
In the Rate Preferences drop-down, you can specify whether to use preferred rates or
kar se to
not. We will discuss preferred rates later in this class.
(
u tt cen
Note the Status. If a service provider can be used for this shipment, it has a status of
hi ble li
m
Available. The service provider currently assigned to the shipment has a status of Available
nt
lika sfera
(Current).
u
In the grid, you see shipment details such as rate offering, cost, start and end time for
H ran
ik
r8.th non-t
each service provider.
a
K 9. If you change any of these options, click the Refresh button to update the grid.
Note the Analyze Carrier Scorecard button. This button can only be used if Oracle
Fusion Transportation Intelligence (FTI) is installed. FTI is not installed on the training
server, so this button will not work.
10. Mark the option button next to the Service Provider ID NW99.
11. Click OK.
OTM displays the shipment data for the new service provider.
Note the service provider has been changed from FGN9 to
NW99.
12. Click the Shipment ID.
OTM displays the Buy Shipment view page.
13. Click the plus sign next to More.
Note the Total Actual Cost is different from the Planned Cost. The planned cost is the
original OTM calculated cost of the shipment and does not change. The total actual
cost reflects the current service provider and associated rates.
14. Close the Buy Shipment view page.
15. Close the Change Service Provider page.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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u
Using the Secure Resourcest t e ntriggers the one-step tendering process.
h im li c
Note the Analyze
n t Tender
b e
Performance
l button. This button can only be used if Oracle
lik a button
Fusion Transportation
e rawill
Intelligence (FTI) is installed. FTI is not installed on the training
so this f
Huthe IDraonnsthe Secure Resources page.
server, not work.
10. ik
a rth OTM
Click
o n -t
n Status on the right side of the page near the top.
K 11. Click displays the Shipment View page.
ik ฺhu use t
a rth to
u tt (k cense
n thim ble li
u lika sfera
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K
3. Mark the check box next to the shipment you just created.
4. Click View at the top of the page.
OTM displays the Buy Shipment page in view mode.
5. Click Status on the right side of the page near the top.
OTM displays the Statuses page.
6. Enter the shipment status values for the status types
listed below: Status Type Status Value
s a
REVIEWED
) h a
o m
SECURE RESOURCES
c lecฺ eฺ
7. Close the Statuses page. o ra uid
u tt@ nt G
Tendering a Shipment
th i m tude
8. From the Buy Shipment page, click Actions > Shipment
k S
an hisManagement > Tender > Secure
li t
ฺhushipment
Resources.
9. On the Secure Resources page, clickikthe u s e
data. OTM displays the Buy k rth
a sview to
ID to view additional shipment
t t ( Shipmentn e nearpage.
m u
10. Click Status on the right side
l
of
i c e
the page the top.
thiStatuses
OTM displays the
n b l epage.
a estatus
likshipment
11. Enter the ra values for the status types listed below:
u sf
H ranStatus Type
th ik - t Status Value
r nonREVIEWED
Ka
SECURE RESOURCES
Tendering a Shipment
Once you tender the shipment, your status is as follows:
Status Type Status Value
s a
REVIEWED a
REVIEWED_EXECUTE
) h
SECURE RESOURCES SECURE RESOURCES_TENDERED
om
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4. In the navigation trail at the top of the shipment page, click the Buy Shipments Result
link. OTM displays the Buy Shipments results page.
5. Click the shipment ID for which you just accepted the tender.
6. Click Status on the right side of the page near the top.
OTM displays the Statuses page.
7. Enter the shipment status value for the status type
s a
listed below:Status Type
h
Status Value
) a
REVIEWED om
c lecฺ eฺ
SECURE
ora uid
RESOURCES
u tt@ nt G
8. Close the Statuses page.
thim tude
lik an his S
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8. Select a Responsible Party of Carrier.
ulika this
The Responsible Party describes the person that has entered the event. The values that
ikฺh use
appear in this field are determined by the Responsible Party Profile that is assigned to
th
(kar se to
this action using the Audit Action page.
tt cen
By default, Oracle Transportation Management provides a Responsible Party Profile of
u
hi ble li
m
Carrier with a Responsible Party of Carrier that is pre-configured with all available public
nt
status and reason codes. Once you select a Responsible Party, the Status and Reason
lika sfera
fields will have specific values to choose from.
u
k H ran
9. Select a Status of Delayed and Shipment Delayed.
i
a rth non-t
This indicates what has happened.
K 10. Select a Reason of Driver Related and Driver
Related.
This indicates why it has happened.
11. Note the Shipment ID is the same as the shipment ID link that you selected on the
Buy Shipments page in step 6.
12. Select a Shipment Stop of 2. SALEM, OR, USA.
This indicates where it has happened.
13. Enter an Event Date/Time of Today’s Date at
23:30 (11:30PM).
This indicates when it has happened.
14. Click Finished at the top of the page.
OTM displays the Results page.
15. In the navigation trail at the top of the
page, click the Buy Shipments
Result link.
16. Click the ID.
OTM displays the Shipment Tracking
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Events page.
Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times
17. Note your newly added event in theChapter 1 - Page 90
Shipment Tracking Event History
section.
Responsibility: Transport Planner
Log into your domain to see how the shipment tracking event you added impacted the
shipment stop times.
th
29. ikClick - t anpencil icon) next to the third stop for Tillamook.
r nondisplays the Shipment Stops page.
Ka OTM
30. Compare the Planned Arrival Time, Estimated Arrival Time, Planned Departure Time, and
Estimated Departure Time.
Note the planned times have not changed but the estimated times have been
updated based on the shipment tracking event entered on the previous stop.
Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times
Chapter 1 - Page 91
Practice 1 - Entering Shipment Tracking Events
In this practice, you will act as Northwest Truck Lines and add a shipment tracking event
of shipment delayed to the multi-stop TL shipment.
ika this
11. Select a Status of Delayed and Shipment Delayed.
ul
kฺh use
12. Select a Reason of Driver Related and Driver Related.
thi
ar se to
13. Select a Shipment Stop of 2. SALEM, OR, USA.
(k
tt cen
14. Enter an Event Date/Time of Today’s Date at 23:30
u
hi ble li
(11:30PM).
t m
n
15. Click Finished at the top of the page.
u lika sfera
OTM displays the Results page.
ik H ran
16. In the navigation trail at the top of the
a rth non-t
page, click the Buy Shipments
K Result link.
17. Click the ID.
OTM displays the Shipment Tracking
Events page.
Note your newly added event in the
Shipment Tracking Event History
section. Saved Query Name Number of Matchings
18. Log out of the SERVPROV domain.
19. Log back in to OTM as
21. Close the Business Monitor page.
YOURDOMAIN.ADMIN. For example
CORE102.ADMIN.
20. Click Business Monitor link at the top of the page. Which query has been updated
after performing this exercise?
SHIPMENT-DELAYED 1
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e n
OTM returns ntoth
im
7. Click Save at the bottom
e
the Stopsltab.
li
a a b
u
8. Click Edit fer icon) next to the third stop for Tillamook.
lik(the spencil
i H anthe Shipment Stops page.
kOTM displays
r
th - t
n the planned times, estimated times, and actual times for stop 3 (Tillamook). Note
r9. Compare
Ka how nothe estimated times have been updated based on the event entered for stop 2 –
Salem.
Planned Arrival Time Estimated Arrival Time Actual Arrival Time
event
Planned Departure Estimated Departure Actual Departure
Time Time Time
Same Date/time of actual arrival Empty
time on stop 2 plus 30
minutes activity time
s a
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Your stop times are updated for stop 3 (Tillamook) as follows:
cฺo m
c leArrival ฺ
eTime
Planned Arrival Time Estimated Arrival Time
o ra
Actual
u id
Date/time of estimated tt@Empty t G
Same
m u2 de n
departure time on stop
h i
tof 1 hourStu
a n
plus transit time
is
40 minutes
u lik th
i ฺh usDeparture
kEstimated e
Planned Departure
rt
a seh t o
Actual Departure
Time
(k
tt ceDate/time
n
Time Time
Same
im u li of estimated Empty
H ul nsfe
r th ik n-tra
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K
ik H Search
11. Click
ra nat the bottom of the page.
rth OTM t
- the Public Tracking page.
ndisplays
K a noThe Public Tracking page displays scheduled arrival and departure information,
reference numbers, and freight details.
Note in the Freight Movement section, you can see this shipment is delayed.
Event Descriptiontt (
k n se
im u li c e
a n th ble
Event Location
uEvent
s era
lik Date/Time
f
9. ik
H an Tracking Events page.
Close thetrShipment
a rth non-
K
3. Enter the Shipment Reference Number Value you noted in the previous practice. Note:
this is the reference number value with a reference number qualifier of BM.
4. Click Search at the bottom of the page.
OTM displays the Public Tracking results page.
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Lesson 15: Business Scenario: Configuring OTM to Build and Tender a Multi-stop Shipment
Chapter 1 - Page 102
Lesson 16: Creating Locations and Corporations
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K
ik H Editr(the
6. Click
a npencil icon) to the far right of the SHIPFROM/SHIPTO Location Role.
rth Depending t
na-location
K a n o
select
on the location role selected, different fields may appear on this page. If you
role of XDOCK, you will see this page looks different than for a location
role of SHIPFROM/SHIPTO.
7. Click the Activity Time Definition ID of FIXED STOP TIME 1H.
On the Activity Time Definition page, you can set a fixed stop time and variable stop time.
If you have specified both a fixed and variable stop time, OTM adds them together.
Fixed stop time identifies a set period of time. In this example, the Fixed Stop Time is
1 H (hours).
Variable stop time is in terms of time per weight, volume, ship units, etc.
8. Close the Activity Time Definition page.
9. Click Save at the bottom of the page.
10. Click the Routing tab.
Note the Location Classification. Some rates may differ between residential and
commercial locations.
Note the Service Provider Profile. You can exclude certain carriers from being used for
a location or enforce the use of certain carriers for this location. For example, a
location has asked that a specific carrier is always used for their location.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Note the Operational Locations section. When transporting goods to/from ports,
airports, or rail ramps, there can be different points within them that goods are
delivered to or picked up from. You can have multiple operational locations associated
with a location.
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24. Enter
Practice an Address
1 - Creating Line of 2100 WILSHIRE BLVD.
Locations
25. Enter a City of LOS ANGELES. Chapter 1 - Page 106
26. Enter a Province Code of CA.
28. Enter a Country Code of USA.
29. Click Roles at the bottom of the page.
OTM displays the Roles tab.
30. Click New Location Role Profile.
OTM displays the Role page.
31. Select a Location Role of
SHIPFROM/SHIPTO.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
32. Enter an Activity Time Definition ID of FIXED STOP TIME 30M (already
created). This activity time definition specifies a fixed stop time of 30 minutes.
33. Click Save to the far right of the Activity Time Definition ID field.
34. Click Save at the bottom of the page.
OTM returns to the Roles tab.
35. Click Finished at the top of the
s a
page.
) h a
OTM displays the confirmation page.
om
c lecฺ eฺ
Verifying a Destination Location
ra SanuiDiego
Searchofor the G
d
tt@ ent
The location forQuestion
the San Diego Store has been created
Enterfor you.
Your Answers…
Store and verify the following data: u
What is the stop time for
n thim Stud
SAN DIEGO STORE?
u lika this
Who is the contact listed
th ikฺh use
for this store?
( k ar se to
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H ul thisncargo
Since
s fe is attached to a location, OTM determines that the location only
calendar
th ik activitytr
receives
- afor the remaining
during the time window explicitly specified here. You could add an
a r noisnnot required. hours of the day telling OTM to not perform receiving but it
K
Note the Override Name of CHRISTMAS. In this example, OTM prevents receiving
activities during Christmas Day regardless of what is defined in the Activities section
above.
Note the Activity Time Factor in both the Activities and Override grids. An activity
time factor is used to alter the amount of time an appointment will take to finish at a
given location. The activity time on the shipment stop is multiplied by the value you
enter in the Activity Time Factor field. The resulting value is used determine the
appointment slots used for making an appointment.
8. Close the Calendar page.
Creating a Calendar
1. Click Shipment Management > Location Manager.
2. Enter a Location ID of LOS ANGELES STORE.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
a rth non-t
13. Click Next at the bottom of the page.
K OTM displays the Calendar detail page.
14. Enter a Day of 1.
Since your cycle is 1, the detail will
apply to every day in your calendar.
15. Select a Start Time of 6AM and :00
minutes.
16. Select an End Time of 9PM and :00
minutes.
17. Select an Activity of RECEIVE.
18. Mark the option button next to
Perform.
19. Click Save to the right of the Activity
Time Factor field.
20. Click Activity Calendar Overrides at the bottom of the
page. OTM displays the Activity Calendar Overrides page.
21. Enter an Override Name of CHRISTMAS.
22. Click the Calendar icon next ©to2014,
Copyright Start Date
Oracle and/orand select
its affiliates. the reserved.
All rights
upcoming December
Practice 1 - Creating Calendars
25.
23. Select the Activity of RECEIVE. Chapter 1 - Page 111
24. Mark the option button next to Don’t Perform.
25. Click Save to the right of the Activity Time Factor field.
28. Click Finished at the top of the page.
OTM displays the confirmation page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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im u lice
must specify an Email
t
Note the Rank
n h 1.bThis
of le field prioritizes the communication methods you specify.
li a Calendar
kthe e raID. If you leave the calendar undefined, OTM assumes your
Note
u sf
Hcontactraisnavailable 24 hours a day, 7 days a week.
ik -tthat there is a second communication method ID of MANUAL with a rank of
a rth noNote
n
K 2. You can enter as many communication methods as you need.
Note: OTM selects the highest-ranked communication method supported by both the
service provider and planner at the time of notification.
Creating a Contact
1. Click Shipment Management > Location Manager.
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Creating a Commodity
1. Click Order Management > Material Management > Commodity.
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a n
plan with the
b
commodity
a
creating. For example, do not plan
ik sfer
ulnecessary
chemicals and food into one shipment.
It isHnot n to save the page.
ik tra
a rth non-
K
Creating a Commodity
1. Click Order Management > Material Management > Commodity.
2. Click New at the bottom of the page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
Creating a Commodity
5. s
Click Create Another. (Order Management > Material Management > a
Commodity) OTM displays the Commodity manager. ) h a
om
6. Enter a Commodity ID of AUTOMOTIVE PARTS.
c lecฺ eฺ
7.
ra uid
Enter a Commodity Incompatibilities of SNACK FOOD (from previous exercise).
o
tt@ ent G
8. Click Save to the right of the Commodity Incompatibilities field.
u
him Stud
9. Click Finished at the top of the page.
n
OTM displays the confirmation page.t
ulika this
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Creating a Commodity
You successfully created a commodity with an ID of AUTOMOTIVE PARTS and indicated it is
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u tt goods
under the
e n s classified by what
auspices of the Customs Cooperation Council. In
their stagetof im
the Harmonized System,
h ble
fabrication, li c
their
are
use, or origin. The
they are, and not according to
Harmonized System nomenclature is
n
a era
ulikthenSITC
logically structured by economic activity or component material.
HNote sf (Standard International Trade Classification) codes which are a
r th n - tra numerical code system developed by the United Nations to classify
ik standard
Ka nocommodities used in international trade. OTM provides a list of SITC codes that
you can use or you can add your own.
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Ka 14. Click
Count of 10.
Finished at the top of the page.
OTM displays the confirmation page.
Creating an Item
15. Click Order Management > Material
Management > Item.
16. Click New at the bottom of the page.
OTM displays the Header tab.
17. Enter an Item ID of CRACKERS.
18. Enter a Commodity ID of SNACK
FOOD (from previous exercise).
19. Click Finished at the top of the
page.
OTM automatically creates a new packaged item for the item of CRACKERS with
an identical ID.
Creating an Item
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
ik H the MOTOR
38. Click
ra n OIL link.
rth OTM t
- the Packaged Item page.
ndisplays
a n o
K 39. Select a Packaging Unit of LARGE BOX.
40. Select an Inner Pack Packaging Unit of CAN.
41. Scroll down and enter an Inner Pack Count of 6.
42. Click Finished at the top of the page.
OTM displays the confirmation page.
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Creating an Equipment Group Profile
) h a
8. Click Create Another. (Shipment Management > Equipment Management > Equipment
om
ecฺ eฺ
Group Profile)
c l
OTM displays the Equipment Group Profile page.
ora uid
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9. Enter an Equipment Group Profile ID of 53FT TRAILERS INCOMPAT.
u
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10. Ensure the Compatible check box is not marked.
nt
11. Enter an Equipment Group ID of 53FT TRAILER (from previous exercise).
ulika this
12. Click Save to the right of the Equipment Group ID field.
th ikฺh use
13. Enter a second Equipment Group ID of 53FT DOMESTIC CONTAINER (already
exists).
( k ar se to
u tt cen
14. Click Save to the right of the Equipment Group ID field.
thi ble li
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15. Enter a third Equipment Group ID of 53FT DRY VAN (already exists).
n
lika sfera
16. Click Save to the right of the Equipment Group ID field.
u
ik H Finished
17. Click
ra n at the top of the page.
rth OTM t
- the confirmation page.
ndisplays
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H u nsf
domain
r th
Adding - tra Provider Contact
ik a nService
Ka Whennyouo click Finished and OTM creates a user ID for this service provider, you can then
enter contact information for the service provider.
7. Click Edit on the confirmation page.
8. Click the Communication and Remarks tab.
9. Select a Communication Method of MESSAGE CENTER.
10. Click f (find) next to User ID.
OTM displays the User search tab.
11. Enter a User Name of YOURDOMAIN (for example, COREDEMO).
12. Click Search at the bottom of the page.
13. Mark the option button next to SERVPROV.YOURDOMAIN-DEMOSP.
This is the default naming convention OTM uses to create a user ID for service
providers.
14. Click Finish at the top of the page.
OTM returns to the Communication and Remarks tab.
15. Click Finished at the top of the page.
OTM automatically creates a primary contact for your service provider.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
u tt that an
c e ns of OFFICEHOURS is not available (i.e. Don’t
thimwould
Days 6 and 7 specify
Perform). OTM l e li implicitly interpreted the calendar this way without
have
activity
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11. Click Finished at the top of the page.
hikฺh use
OTM displays the confirmation page.
t
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OTM displays the iconfirmation
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lik nextstofetheraCalendar
11PM.
9. Click u Save
ikID H
field. ran
a th
r10. Select
o n -t
K n
MANUAL.
a Com Method ID of
18. Click
Practice the plus
3 - Adding signProvider
Service next toContact
ShowDetails
Changes.
19. Click Save Your Changes at the bottom Chapterof1 -the
Page 143
message.
OTM displays the confirmation page.
24. Click n (new) next to Corporation ID.
OTM displays the Corporation manager.
25. Enter a Corporation ID of ANTELOPE
LINE INC.
26. Click Finished at the top of the page.
OTM returns to the Service Provider ID
tab.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
u lika sfera
35. Enter a User Name of
ik H ran
YOURDOMAIN (for example,
a rth non-t
CORE101).
K 36. Click Search at the bottom of the
page.
37. Mark the option button next to
SERVPROV.YOURDOMAIN-ATL9.
38. Click Finish at the top of the page.
OTM returns to the Communication
and Remarks tab.
39. Click Finished at the top of the page.
OTM displays the confirmation page.
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communication method. If you have a stylesheet which is customized for your
company, you can specify it here.
u
5.
t
Click Edit (the pencil icon) to the far right of DEMO.
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6. Click v (view) next to Contact ID.
u lika this
OTM displays the Contact page.
th ikฺh use
(k ar se to
Within the Contacts section, note the Group Contact ID. Multiple contacts belong to
tt cen
a contact group. OTM can send a notification as a broadcast to more than one
u
hi ble li
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contact using a contact group. In this example, there are two contacts associated
n t
with this contact group.
u l ikathe Contact
Within
s fera Notifications section, note the Subject. This is the event to
ik Hwhichrthis
a ncontact group subscribes. Multiple events can be listed.
r7.th Close t
nthe- Contact manager page.
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K a (+) – Inserts a
new automation
agent action on
the row below.
6. Click Edit (the pencil
icon) to the right of
the SET
INDICTATOR: G
action.
Note the Indicator Value. Depending on the automation agent action selected, different
parameters are available.
7. Close the Agent Action Parameters page.
OTM returns to the Actions tab.
8. Click the Error Handler tab.
You can add additional actions to run if the first set of actions on the Actions tab fails.
Typically, these would notify a contact that an error has occurred.
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When this check box is marked, OTM will use the pre-defined distance value if one exists
(k
or estimate the distance using the latitude/longitude values on the locations. The distance
tt cen
u
type should be set to LOOKUP if you selected the Estimate Allowed check box.
7.
nthi ble li
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Enter a Short Distance Cutoff of 10 MI.
8. lika sfera
Enter a Short Distance Factor of 1.6
u
i
k H ran
To better estimate the distance, OTM multiples the estimated distances which are
a rth non-tshorter than the short distance cutoff with the short distance factor and uses the
K resulting value as the distance.
In this example, for distances less than 10 miles, OTM multiples the calculated
distance by a factor of 1.6.
9. Enter a Long Distance Cutoff of 110 MI.
10. Enter a Long Distance Factor of 1.1
To better estimate the distance, OTM multiples the estimated distances which are
longer than the long distance cutoff with the long distance factor and uses the resulting
value as the distance.
In this example, for distances greater than 110 miles, OTM multiples the calculated
distance by a factor of 1.1.
If the estimated distance value falls between the short distance cutoff and long
distance cutoff values, OTM prorates the distance factor between the defined
factors.
11. Note the External Distance Engine ID.
Instead of entering specific distances into OTM, OTM can communicate with third party
software to lookup distances. Please refer to the latest documentation for a current list
of supported software.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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is selected, the drive routing ignores the delivery location calendar. This only applies to
Day Duration and Distance Duration. n t
Note the Max Weight Time per Stop: u likisathe maximum
This th is time allowed to wait to
pickup or drop off goods.
th ikฺh use
r eThis to is used to configure a wait time associated
(kaafterTime:
Note the Max Long Haul Wait
with the first deliveryttstop s
nfirst delivery
between the lastim u
pickup li
and c e
the
a long haul. There can be a large amount of time
stop so use this field to accommodate
th
n for the e
bl haul move.
ik a
a wait time
l Rate Service r along
5. Click u
H
the
n s fe Details tab.
r th ik Note
n - trthea HOS Rule Set ID: Indicates which hours of service rules to honor for this
Ka noassociated with it are considered "fresh" at the start of the shipment, and rest time will
rate service. When a shipment is created using this rate service type, the HOS rules
be inserted into the shipment as required by the rules. An HOS rule set contains a set
of HOS rules that when honored, verifies a driver is complying with department of
transportation requirements. HOS rule sets are used in external drive and simulation
types of rate services.
Note the Initial Rest Time. If a driver is not fully rested, OTM can take into account
an initial rest time and factor this into the transit time.
Note the Distance, Speed, and Min Transit Time fields.
OTM uses distance and speed values to calculate the rate service speed (or how
long the trip takes).
The min transit time is the absolute minimum time it takes to move from one
location to another. OTM uses this time if the calculated transit time is less than the
minimum transit time.
For example, a truck is traveling a distance of 90 miles. OTM calculates the
transit time as 90MI / 45MPH = 2H (hours) and then adds any time windows
required. If
K n
18. Select any calendar.
OTM requires a calendar when the rate service type is DISTANCEDURATION to account
for holidays and weekends.
19. Click Finish at the top of the page.
OTM returns to the Rate Service Header tab.
20. Click the Rate Service Details tab.
In this case, you define the transit time in number of days within a distance radius. You can
define your distance in mileage bands and, for each band, specify the transit time.
21. Click the Rate Service Header tab.
22. Select a Rate Service Type of DAYDURATION.
This rate service type also requires a calendar.
23. Click the Rate Service Details tab.
This rate service type is similar to DISTANCEDURATION, but you define the transit time
per lane instead of per mileage bands. You specify the lane and the corresponding service
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K
a rth noNote
n- the Active check box.
offering. This exchange rate is used by OTM when calculating cost.
K Mark this check box to indicate a rate offering is active
and can be used during planning.
Note the Sourcing Template and Sourcing Rate options. These options only pertain
when you are using Oracle Transportation Sourcing to source your rates.
Note the many fields for minimum and maximum values related to dimensions and
distance. A rate offering will only be used if the shipment being planned honors
these constraints.
7. Click the Attributes tab.
OTM displays the Attributes tab.
Note the Stops Included in Rate of 2. This indicates the number of free stops
included in the rate before stop-off charges apply. Shipments must have a minimum
of two stops: a pickup stop and a delivery stop.
Note the Total All Stops of 4. This indicates the total number of pickup stops and
delivery stops this rate offering supports. In this case, the rate offering supports the
2 stops included in the rate plus 2 additional stops. If this field is not populated, OTM
assumes that an unlimited number of stops are supported by this rate offering.
In this example, if a shipment is built with one additional stop above the
stops included in the rate, OTM charges 105.00 USD more.
Note the Low Stop of 2 and High Stop of 2.
This indicates the second stop in addition to the stops included in rate.
In this example, if a shipment is built with two additional stops above the stops
included in the rate, OTM charges 105.00 USD for the first stop and 130.00 USD
a
for the second stop.
Note: The sum of your highest High Stop field and Stops Included in Rate field) h
as
should equal the Total All Stops field. In this example, you have:
le ฺcom ฺ
Stops Included in Rate of 2 PLUS
orac uide
High Stop of 2 EQUALS
u tt@ nt G
Total All Stops of 4
th im tude
Note the Rate Distance ID of LOOKUP ONLY.
k an For s S offering, OTM uses this
this rate
i
u l
rate distance to calculate the distance betweeni th
the locations. For certain offering
h
ฺ
ik o us
types, a rate distance is not required. e
rth t are the Circuity Allows Percentage, Circuity
aCircuityswhich
Distance Cost, Maximum k
Note the fields related to circuity
(
ttto determine e
n the cost for
Penalty, and Maximum Circuity Distance fields. You
can use these m u
i you expect
fields l c e
i to be about 100 miles,
out of route miles. So if your rate covers
two stops n th
which
b le you can allow for a small out of
a a
er For example, there were originallyandtwothenstops
likthat percentage.
route
u
Hcovered
over n s f
distance of an additional 10% or 10 more miles, charge for anything
(A and B) which
ik ra
a rth norouten-t and100 miles, but a stop C was added which caused the shipment to go out of
K brought the total miles to 120. You could charge an additional out of route or
circuity cost for the extra 10 miles.
nthi ble li
m
16. Enter a High Stop of 1.
lika sfera
17. Enter a Per Stop Charge of 105.00 USD.
u
k H ran
18. Click Save to the right of the Per Stop
i
a rth non-t
Charge field.
K 19. Enter a Low Stop of 2.
20. Enter a High Stop of 2.
21. Enter a Per Stop Charge of 130.00 USD.
22. Click Save to the right of the Per Stop
Charge field.
23. Enter a Rate Distance ID of LOOKUP
ONLY.
24. Click Finished at the top of the page.
OTM displays the confirmation page.
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3. Click Contract and Rate Management > Contract Management > Rate Record.
4. Enter a Rate Record ID of BTT9 AZ-CA.
5. Click Search at the bottom of the page.
6. Click the ID.
OTM displays the Lane Info tab.
There are options that can be specified on both the rate offering and rate record. As
s a
both places. The rate record is more specific than the rate offering. ) h a
a general principle, OTM uses the value in the more specific object if it is specified in
o m
c lecฺ eฺ
For example, the stop-off charges that were discussed in the rate offering lesson
ra uid
can also be specified on the rate record. If stop-off charges are specified in both
places, the data on the rate record is used. o G with a rate
u ttbe@associated
n t
derate offering.
Note the Rate Offering ID. Every rate record must
th
offering. You can have multiple rate records associatedim withtuone
7. Click the Source Geo Hierarchy drop-down k
li an his S
list.
ฺhu the
The geo hierarchy drop-down listkdefines e t start and end points for the
i sgeneral
u this information.
thbe usedtoto define
rate record. Regions can also
a r
t t (k ngeo
You can select the appropriate sehierarchy for the rate you are defining. In this
im
example, the sourceu lic e
geo hierarchy is STATE/PROVINCE.
th
n raGeo e
bl Hierarchy drop-down list.
ik a
8. Click the Destination
H ul hierarchies.
Note
sfe geo hierarchy of STATE/PROVINCE. You can combine different
the destination
n
th ik -tra
geo For example, from location to country.
r noThe n source geo hierarchy and destination geo hierarchy determine the fields
Ka that appear on the Attributes tab.
9. Click Attributes at the bottom of the page.
OTM displays the Attributes tab.
Note the Source Geography Province Code of AZ. OTM can only use this rate record if
the potential shipment departs from Arizona. Since we specified STATE/PROVINCE as
our source geo hierarchy on the Lane Info tab, the source geography is province code.
Note the Destination Geography Province Code of CA. OTM can only use this
rate record if the potential shipment arrives in California.
This is also where you set up rate record specific stop-off information. If you enter
stop- off information here, it overrides stop-off information defined on the rate offering.
10. Click Rate Costs at the bottom of the page.
OTM displays the Rate Costs tab.
Note the Multi-Costs Rule drop-down list. You can define many costs on this page. The
multi-cost rule determines how OTM should combine these costs into one total cost.
Add – OTM adds all valid costs listed on the Rate Costs tab and determines a
final total for the shipment.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Conditions define when OTM should apply a rate cost. Up to 4 conditional rules can
exist for each rate cost. If you have multiple conditional rules, you can specify how
they relate to each other:
AND – All the rules must be satisfied for this rate cost to be applied.
OR – One of the rules must be satisfied for this rate cost to be applied.
SELECTED – OTM finds valid matches for your first conditional rule and then
only passes those matches onto the next conditional rule.
s a
Charge defines what costs OTM should apply when shipments meet the criteria
specified in the Conditions section. ) h a
o m
There are 4 Cost Types to choose from:
c lecฺ eฺ
ra uid
Charge – You can enter an Amount, a Basis, and the Unit. There are many basis
o
tt@ ent G
options available such as per shipment, per weight, per distance, etc. You can
u
limit the basis options OTM displays in the list by marking only certain basis
t him Stud
options as enabled or select the basis options you want to display per rate
n
offering type.
lik a hi s
Discount – You can enter an ฺh u e t Of percentage which applies a
ik
h total
discount to the current trunning s
Apply Discount
uof shipment costs.
a r to
(kenternansExternal
ttrating
External – You can e Rating Engine ID if the rate is determined
im u
by an external
l e
icup unit breaks such as weight or volume breaks.
engine.
t
Profileh
n rabl
– You cane set
ik
lYou
acan
H u costs,nyou
s fecanspecify
also a Minimum Charge or a Maximum Charge. If you define many
th ik non - a setting of the Multi-Costs Rule drop-down list, OTM selects the appropriate
trthe
define certain rate costs as the minimum or maximum. Depending
r no rate cost.
Ka
Options define the type of rate you entered in the Charge section. You must indicate if
the cost is normal, minimum, maximum, or weighted. You can also add addition rate
information such as rounding details.
Miscellaneous defines tariff information about the schedule of prices that a service
provider publishes for the movement of freight.
ulika this
page. OTM displays the Attributes tab.
hikฺh use
11. Enter the Source Geography Province
t
Code of AZ.
(kar se to
u tt cen
12. Enter the Destination Geography
hi ble li
m
Province Code of CA.
nt
lika sfera
13. Click Rate Costs at the bottom of the page.
u
H ran
OTM displays the Rate Costs tab.
ik
a rth non-t
14. Click Add A Cost at the bottom of the page.
K OTM displays the Rates page.
15. Ensure a Cost Type of Charge is selected.
16. Enter an Amount of 600.00 USD.
17. From the Basis drop-down list, select
Shipment.
18. Click Save at the bottom of the page.
OTM returns to the Rate Costs tab.
19. Click Finished at the top of the page.
OTM displays the confirmation page.
of 850.
31. Enter a Destination Geography
Province Code of CA.
32. Click Rate Costs at the bottom of the page.
OTM displays the Rate Costs tab.
33. Click Add A Cost at the bottom of the page.
OTM displays the Rates page.
s a
34. Ensure a Cost Type of Charge is selected.
) h a
35. Enter an Amount of 550.00 USD.
om
36. From the Basis drop-down list, select
c lecฺ eฺ
Shipment.
ora uid
37. Click Save at the bottom of the page.
u tt@ ent G
OTM returns to the Rate Costs tab.
nthim Stud
ika this
38. Click Finished at the top of the
page. ul
th
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1. Click Contract and Rate Management > Contract Management > Rate Preference.
2. Enter a Rate Preference ID of AZ CA TL.
3. Click Search at the bottom of the page.
OTM displays the Rate Preference results page.
4. Click the ID.
OTM displays the Rate Preference manager.
s a
Note the Lane ID and Rate Zone Profile ID fields. OTM only uses this rate preference
)
for shipments in the geographic area defined by the lane and/or rate zone profile. A h a
o m
ecฺ yourerate
rate zone profile can contain multiple lanes.
Note the Effective Date and Expiration Date fields. You can define c
a l
when
d ฺ
preference is valid. r
o Gu i
u tt@ n t should
Note the Rate Offering ID. List the preferred rate offerings
e
which OTM
consider in the specified geographic area.
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Enabling a Rate Preference
th i u
ar OTM toto
Once you create a rate preference, you need
tt (k
parameters in a parameter set enables
n s e build shipments based on your
business process.
5. Click Shipmenth im u li>cePower Data > General > Parameter Sets.
a n t Set bIDleof RATE PREF ON.
Management
lik
6. Enter a Parameter
u fe ra
7. ClickH Search a s
nat the bottom of the page.
ik tr
a r8.th Click
OTM
o n - the Parameter Sets results page.
displays
n the ID.
K
9. Click the Collapse All button at the bottom of the page.
Note the different sections of the parameter set page. You can set parameters for Bulk
Plan, Container Optimization, Multistop, and other areas as well. OTM ships with a
default setting for each parameter which you can override based on your business
processes.
10. Locate the Bulk Plan section and click the + sign next to BULK PLAN.
The Bulk Plan section expands and you now see all of the bulk plan parameters.
Note the first column defines the parameter name.
Note the second column defines the default value for the parameter.
Note the third column defines the override value if one is selected.
11. Scroll down to the USE RATE PREFERENCE parameter.
Note there are 3 values available for the USE RATE PREFERENCE parameter:
0.Do Not Use Preferred Rates – This is the default value. If you do not set this
parameter to something other than the default value, OTM disregards your
rate
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Once you create a new parameter set, you can assign it to your domain or
user preferences so OTM will use it during planning. If you are manually
planning a shipment, certain shipment actions enable you to select a
parameter set.
Note: The online documentation contains a description for each parameter in the
parameter set. From the parameter set page, click the Help link at the top of the page. On
the parameter sets help page, click the link to view the List of Parameters topic.
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5. Click Contract and Rate Management ar se> tContract
o Management > Rate Record.
6. Enter a Rate Record u tt
ID of BTT9e n
7. Click Search atth im li c AZ-CA.
a n the bottom
a b leof the page.
8. Click the ID.
s er
uthelikAttributes
f
ik H
9. Click
ra n tab.
rth Innthe - t
nMiscellaneous
K a o section, note the Rate Quality ID assigned to this rate record.
Quality Factors.
2. Click New at the bottom of the page.
OTM displays the Rate Quality page.
3. Enter a Rate Quality ID of AZ-CA.
4. Enter an Adjustment Flat of –
250.00 USD.
s
Since you are specifying a negative amount, the rates to which you attach this rate a
quality will look more attractive during planning in OTM.
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5. Click Finished at the top of the page. om
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tField
lik a e ra Enter Your Results…
n f
HuRateraOffering
s ID for BTT9 TL
ik t
a rth non- BTT9
K Cost 600.00 USD
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Lesson 31: Creating Rate Offerings and Rate Records for Less Than Truckload
Chapter 1 - Page 190
Guided Demonstration 1 - Creating Weight Break Profiles
Viewing an Existing Weight Break Profile
1. Click Contract and Rate Management > Power Data > Rates and Codes > Rate
Unit Break Profiles.
2. Enter a Rate Unit Break Profile ID of LTL WEIGHT BREAKS.
3. Click Search at the bottom of the page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
ika this
a range between the break values you define where the range is defined as an
inclusive maximum.
ul
ฺh uanseactual value to the exact value defined in
LOOKUP EXACT VALUE – OTM
th ikmatches
the break value field.
(k ar se to
7. Select a Lookup Type of
u ttCONTINUOUS
c e n RANGE – Specified by max values.
t m
hi drop-down li
e list.
8. Click the Data Type
n b l
u li athe stype
There arekdifferent
f rofarate
edata types available including UNIT OF MEASURE. The data type
ik H
determines
ra n unit break you are creating.
a-tData Type of UNIT OF MEASURE.
a th Select
r9.10. o n
K n the UOM Type drop-down list.
Click
Depending on the data type selected, you may be able to select a UOM type. By selecting
a data type of UNIT OF MEASURE, you must also specify the UOM type.
11. Select a UOM Type of WEIGHT.
Note the Rate Unit Break ID. This must be unique across all rate unit break profiles
in your domain.
Note the Break Value. Depending on the lookup type selected, enter the rate unit break
as a minimum, maximum, or exact value.
25. For the Max 5000 LB band, enter a Charge Amount of 3.79 USD.
26. For the Max 10000 LB band, enter a Charge Amount of 3.69 USD.
27. For the Max 15000 LB band, enter a Charge Amount of 3.59 USD.
28. For the Max 20000 LB band, enter a Charge Amount of 2.06 USD.
29. Click Save at the bottom of the Rate Unit Break page.
30. Click Save at the bottom of the Rates page.
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31. Close the Rate Record page.
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Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records
Chapter 1 - Page 193
Guided Demonstration 3 - Viewing Master Rate Offerings and Rate
Records
Viewing a Master Rate Offering
1. Click Contract and Rate Management > Contract Management > Rate Offering.
2. Enter a Rate Offering ID of LON9 LTL.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
th
11. ikClick Edit
- tr(the
r noOTM n displays the Rates page.
Ka field.
Note the Cost Type. The cost type of Discount tells OTM to apply the specified
discount to the rate.
In the Charge section, note the Apply Discount Of field. OTM calculates a total cost
of 80% of the published rate for this lane.
12. Close the Rates page.
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OTM displays
f rabCosts tab.
a the eRate
13. Click u s
ik H ra n
Add A Cost.
a th OTM
r14. o n -t the Rates page.
displays
K n a Cost Type of Discount.
Select
15. Enter an Apply Discount Of of 20 %.
16. Click Save at the bottom of the page.
OTM returns to the Rate Costs tab.
17. Click Finished at the top of the page.
OTM displays the confirmation page.
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There are two options available at the top of the page in the Find drop-down list:
Rates – When selected, OTM only considers direct rates between the ship from
and ship to locations.
Rate And Route – When selected, OTM first finds valid itineraries and then looks for
rates that meet the requirements specified on the itinerary.
9. Select a Find option of Rate And Route.
10. Enter a Date Deliver By of today's date plus 3 months.
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11. Enter a Ship From Location ID of PHOENIX DC.
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12. Enter a Ship To Location ID of SAN DIEGO STORE.
om
13. Enter a Transport Mode ID of LTL. c lecฺ eฺ
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14. Click Save to the right of the Transport Mode ID field.
15. u
Select a Flexible Commodity Qualifier of NMFC_CLASS.
16. Enter a Commodity Code of 60.0.
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17.
lika this
Select a Transport Handling Unit of 4X4 PALLET.
u
18.
ikฺh use
Enter a Ship Unit Count of 1.
th
19. ar se to
Enter a Weight of 4000 LB.
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20.
u tt cen
Enter a Volume of 1 CU FT.
21.
thi ble li
m
Click Save to the right of the Value field.
n
22.
lika sfera
Click Search at the bottom of the page.
u
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10. Enter the Source Geography Province Code of
AZ.
ulika this
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11. Enter the Destination Geography Province
th
Code of CA.
(kar se to
tt cen
12. Click List Legs at the bottom of the page.
u
hi ble li
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OTM displays the List Legs tab.
nt
lika sfera
13. Click New Leg in the middle of the page.
u
H ran
OTM displays the Leg details page.
ik
rth non-t
14. Enter Sequence Number of 1.
K a15. Mark the Primary check box.
16. Select the Equipment Assignment
Type of Optimize Equipment.
17. In the Compatibility section, select the
Mode Profile ID of LAND.
18. Enter an Equipment Group Profile ID
of 48FT TRAILERS COMPAT.
19. Click Save at the bottom of the page.
OTM returns to the List Legs tab.
20. Click Finished at the top of the page.
OTM displays the confirmation page.
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Rate and Route: In addition to rate data, this option also uses the itinerary to find
the appropriate rate.
Field Enter This Data…
Find drop-down list Rate and Route
Ship From Location ID PHOENIX DC
Ship To Location ID SAN DIEGO STORE
s a
Transport Mode ID LTL ) h a
om
Click Save
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Flexible Commodity NMFC_CLASS o ra uid
Qualifier
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Commodity Code 60.0
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Transport Handling
u
4X4 PALLET lika this
Unit
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Ship Unit Count
( k ar1 se to
u tt c4000 e n LB
Weight
im li
Volumenth b le 1 CU FT
a
lik sfer a
HuClick n Save to far right of Commodities grid
ik -tra
a rth nonClick Search at the bottom of the page
K 1. Enter the results of the rate query below (click the + icon for more
details): Field Enter Your Results…
Itinerary ID
Transport Mode
Service Provider ID
Rate Offering
Total Actual Cost
Volume 2 CU FT
Click Save
Click Search
2. Enter the results of the rate query
below: Field Enter Your Results…
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Itinerary ID
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Transport Mode
c lecฺ eฺ
Service Provider ID
ora uid
Total Actual Cost
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Dates and Late Delivery Dates on all three MULTISTOP order releases to current dates. To do
a th on-t
r82. Click Finished at the top of the page.
K n
OTM displays the confirmation page.
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bulk plan ID allows you to view the bulk plan at any time via the Operational Planning
ika this
> Planning Results > Shipment Planning menu option.
11. Click the Parameter Set ID. u l
ฺh wasuused
th ikthat se to process this bulk plan.
k r eprocesses
This shows the set of parameters
avarious to behave within OTM.
Parameters determine how
(
tt atcthe
12. Click the Collapse Allubutton
s
nbottom.
m li e
n t
Note how manyhi different
b le sections there are.
13. Click the a
lik sfer
plus sign a
(+) next to Bulk Plan.
u
HThese a n
th ik - tr parameters are specific to bulk planning.
a r non
14. Scroll down and click the plus sign (+) next to Multistop.
K These parameters are specific to mutlistop scenarios.
15. Note the second parameter Multistop Config ID.
16. Click the link for Multistop Default in the Default Value column.
The Logic Configuration page for a type of Multistop opens. These are additional
parameters for multi-stop shipment planning.
Logic configuration is a collection of related parameters and algorithms used by OTM.
A configuration can handle different scenarios and be shared by different parameter
sets.
17. Click the Help link in the upper right-hand corner of the page.
This topic shows the navigation from the menu. You don’t have to start at the Bulk Plan
results page. You could also view logic configuration by going to Shipment
Management > Power Data > General > Logic Configuration.
Note the different logic configuration types such as container optimization,
driver configuration and network routing.
Click on any of these help links to view more about that logic configuration type and
its associated parameters.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
ul Performance
fe tab contains bulk plan level metrics and milestone metrics.
Performance
HThe n s
r th ik For
n - tra details on the expanded Bulk Plan Manager, see the OTM 5.5 CU4: OTM
Ka noBulk Plan Functional Overview Transfer of Information (TOI) session.
more
Mapping Shipments
25. Click Shipment Management > Shipment Management > Buy Shipments.
26. Click the Order Release tab.
27. Enter an Order Release ID of MULTISTOP.
28. Click Search at the bottom of the page.
OTM displays the Buy Shipments results page.
29. Mark the check box in the header to select the both shipments.
30. Click Actions > Shipment Management > Map > Map Shipments.
OTM displays the map with your shipments on it.
31. Click the plus sign (+) button in the left-hand corner to zoom in.
OTM displays the map with all of your shipments.
Note how your multi-stop shipment is one shipment with many stops and not an
individual shipment between each location.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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u lika sField
fera Enter Your Results…
H ra n
ik nTL-tShipment
a r th o
ID
K n Transport Mode ID TL
Total Actual Cost
(expand the More
section)
Total Weighted Cost
Service Provider ID
17. On the Order Release results page, ensure the check boxes next to all order releases
you used during this bulk plan are selected.
18. Click Actions > Order Management > Map > Map Related
Shipments. OTM displays the map with all of your shipments.
19. Click the plus sign (+) button in the left-hand corner to zoom in.
OTM displays the map with all of your shipments.
Note how your multi-stop shipment is one shipment with many stops and not an individual
s a
shipment between each location.
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20. Close the map shipment page.
om
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Transport Mode ID TL
Total Actual Cost 705.00 USD
Total Weighted Cost 455.00 USD
Service Provider ID BTT9
s a
Field
a
Enter Your Results…
) h
LTL Shipment ID nnnnn
om
Transport Mode ID LTL c lecฺ eฺ
ora uid
Total Actual Cost 122.19 USD
u tt@ ent G
Service Provider ID LON9
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16. Close the Buy Shipment view page.
K 17. Close the Resequence Stops page.
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In this practice, you have been notified that the Los Angeles store has dipped into their
m
safety stock of chocolate cookies, and they need their delivery as soon as possible to
o
c lecฺ eฺ
replenish their inventory. You need to re-sequence the stops so that the Los Angeles store
is the first destination stop.
ora uid
tt@ ent G
1. Click Shipment Management > Shipment Management > Buy Shipments.
u
him Stud
OTM displays the Shipment tab of the buy shipment search page.
2. Click the Transport tab.
nt
ul
OTM displays the Transport tab.ika this
3. Enter a Mode of TL.
thikฺh use
4.
kar se to
Click the Advanced tab.
(
u tt cen
OTM displays the Advanced tab.
5. thi ble li
m
Enter an Itinerary ID of AZ-CA MULTISTOP.
n
6.
lika sfera
Click Search at the bottom of the page.
u
k H ran
OTM displays the Buy Shipments results page.
i
a r7.th non-t
Mark the check box next to the shipment.
K 8. Click View at the top of the page.
OTM displays the Buy Shipment view page.
9. Scroll to the bottom of the page to view the shipment stops.
Question Enter Your Answers…
How many stops are on
this shipment?
What location is
currently stop 3?
10. Click Actions > Shipment Management > Change Shipment Stops > Resequence
Stops.
OTM displays the Resequence Stops page in a new window.
11. Click the option button next to Stop Number 3, LOS ANGELES STORE.
12. Click Move Up.
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12. Click Finish aat theetop
f r aofbthe page.
ik Hureturns
OTM
ra
tosthe Order Base tab.
n
a th InOrder
r13. n -t
the drop-down
o
list to the right of
K n Base ID, select
Operator of One Of.
a Conditional
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previously created.
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9. Look for the Status column and note the status is now set to
u
SECURE RESOURCES_ACCEPTED.
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RESOURCES_ACCEPTED.
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You successfully viewed both the PUBLIC DEBRV and USHOU locations.
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You will be using the SOCKS item. If you are unable to find this item, please notify your
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Lesson 39: Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 245
Practice 1 - Viewing Equipment Groups and Equipment Group Profiles
for Ocean
Verifying Equipment Group and Equipment Group Profile
(Hint: Go to Shipment
Management > Equipment
Management > Equipment
Group.)
s a
What equipment groups are
part of the Equipment Group ) h a
om
ecฺ eฺ
Profile 40 OCEAN
COMPATIBLE? c l
ora uid
(Hint: Go to Shipment
u tt@ ent G
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Management > Equipment
Management > Equipment
nt
Group Profile.)
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Practice 1 - Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 246
Solution – Viewing Equipment Groups and Equipment Group Profiles
for Ocean
Verifying Equipment Group and Equipment Group Profile
You successfully verified the following equipment:
Question Enter Your Answers…
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
Solution – Viewing Equipment Groups and Equipment Group Profiles for Ocean
Chapter 1 - Page 247
Lesson 40: Viewing Service Providers and Rate Offerings for
Truckload Leg One
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Lesson 40: Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 248
Practice 1 - Viewing Service Providers and Rate Offerings for
Truckload Leg One
Verifying Service Provider and Rates
Practice 1 - Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 249
Solution – Viewing Service Providers and Rate Offerings for
Truckload Leg One
Verifying Service Provider and Rates
Question Enter Your Answers…
What is the Corporation ID for BISON TRUCK COMPANY
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
BIS9?
What is the response time 2 H (hours)
when tendering to BIS9?
In what currency is the BIS9 EUR
TL Rate Offering defined?
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Solution – Viewing Service Providers and Rate Offerings for Truckload Leg One
Chapter 1 - Page 250
Lesson 41: Creating Rate Offerings and Rate Records for Vessel
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Lesson 41: Creating Rate Offerings and Rate Records for Vessel
Chapter 1 - Page 251
Guided Demonstration 1 - Viewing Rate Offering and Rate Records for
Vessel
Viewing a Vessel Rate Offering
Vessel rate offerings and rate records are set up similarly to other modes.
One difference on the rate offering is the rate service or how transit time is calculated. Vessel
rates use voyage schedules that you define in OTM.
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1. Click Contract and Rate Management > Contract Management > Rate Offering.
2. Enter a Rate Offering ID of ACLU VESSEL.
3. Click Search at the bottom of the page.
OTM displays the Rate Offering results page.
4. Click the ID.
The following information was entered when the rate offering was created:
s a
Note the Offering Type of VESSEL
) h a
Note the Transport Mode of VESSEL-CO
om
5. Click v (view) next to the Rate Service ID.
c lecฺ eฺ
ora uid
Note the Rate Service Type. In the rate service, you refer to a rate service type which
tt@ ent G
in this example is VOYAGESCHEDULE. Your voyage schedules also refer to this rate
u
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service type linking your voyage schedules to your rate service.
nt
ika this
Note the Voyage Service Type ID. In the rate service, you also define the associated
ul
voyage service type which in this example is TAS-2. This voyage service type links to
ikฺh use
the voyage schedule in the Voyage Manager.
th
kar se to
6. Close the Rate Service page.
(
u tt cen
7. Click Operational Planning > Schedule Management > Voyage.
thi ble li
m
8. Enter a Voyage Service Type ID of TAS-2.
n
lika sfera
9. Click Search at the bottom of the page.
u
ik H ran
OTM displays the Voyages results page.
a rth non-t
Note the Voyage Service Type ID which links this schedule to any rate service that also
K uses this voyage service type ID.
10. Click on any of the IDs.
Note the Vessel ID. You can associate a specific vessel to this voyage, for example,
vessel ID of SS FREIGHTER.
The voyage defines the origin(s) and destination(s) for the TAS-2 service type. In this
example, the location of DEBRV (Bremerhaven) has an activity of Depart which
makes it the origin. The location of USHOU (Houston) has an activity of Arrive which
makes it the destination.
Note the Activity Date for each location. The activity date specifies when the vessel will
arrive or depart at the location that you specified. OTM evaluates this date during
shipment planning to determine whether a voyage schedule can be used to build a
shipment. When a shipment is created, the activity date determines the shipment stop
dates/times.
You can define cutoff and recovery times (load and unload times) for the ocean move
in Shipment Management > Power Data > Location > Cutoff Recovery Times.
Deliveries need to be brought to the origin port a certain amount of time prior to
a voyage. This is known as cutoff time.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel
Chapter 1 - Page 252
If the delivery does not arrive at the port before the cutoff time, it cannot
be accepted on the ship.
There is a certain amount of time that the delivery must wait at the destination
before it is ready. This is known as the recovery time.
Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel
Chapter 1 - Page 253
Practice 1 - Creating a Rate Offering for Vessel
Verifying the Service Provider
The service provider Atlantic Commerce Line Unlimited is public data. Query on the
public service provider ACLU.
1. Click Contract and Rate Management > Service Provider Manager.
2. Enter a Service Provider ID of ACLU.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
ar se to
ACLU.
(k
tt cen
As soon as you click anywhere else
u
hi ble li
m
on the page, the page refreshes.
nt
9. Click n (new) next to the Rate Service ID.
u lika sfera
OTM displays the Rate Service Header tab.
ik H ran
rth non-t
10. Enter a Rate Service ID of VOYAGE
K a SERVICE.
11. Select a Rate Service Type of
VOYAGESCHEDULE.
12. Click Details at the bottom of the page.
OTM displays the Rate Service Details tab.
13. Enter a Voyage Service Type ID of TAS-
2.
14. Click Save to the right of the Voyage
Service Type ID field.
15. Click Finished at the top of the page.
OTM returns to the Rate Header tab.
16. Select a Transport Mode of
VESSEL-CO.
17. Select a Perspective of Buy.
18. Enter a Version of UNTIL 2018.
19. Click Attributes at the bottom of the
page. OTM displays the Attributes tab.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
20. Click Finished at the top of the page.
Practice 1 - Creating a Rate Offering for Vessel
OTM displays the confirmation page.
Chapter 1 - Page 254
Solution – Creating a Rate Offering for Vessel
You successfully created a vessel rate offering with an ID of ACLU VESSEL and a rate service
with an ID of VOYAGE SERVICE.
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2. Click Actions > Contract and Rate > Change Rates > Create Rate Record.
OTM displays the Lane Info tab and populates the Rate Offering ID field.
3. Enter a Rate Record ID of ACLU DEU-USA.
4. Select a Source Geo Hierarchy of LOCATION.
5. Select a Destination Geo Hierarchy of LOCATION.
6. Click Attributes at the bottom of the
s a
page. OTM displays the Attributes tab.
7. Enter a Source Geography Location ID ) h a
om
of DEBRV.
c lecฺ eฺ
8. Enter a Destination Geography
ora uid
tt@ ent G
Location ID of USHOU.
u
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9. Click Rate Costs at the bottom of the page.
OTM displays the Rate Costs tab.
nt
ulika this
10. Click Add A Cost near the bottom of the page.
hikฺh use
OTM displays the Rates page.
t
kar se to
11. Make sure that a Cost Type of Charge is selected.
(
u tt cen
Charge should be the default cost type.
thi ble li
m
12. Enter an Amount of 545.00 USD.
n
lika sfera
13. From the Basis drop-down list, select Shipment
u
ik H ran
Total Pieces of Equipment.
a rth non-t
14. Enter a Unit of 1.
K 15. Click Save at the bottom of the page.
OTM returns to the Rate Costs tab.
16. Click Finished at the top of the page.
OTM displays the confirmation page.
17. Close the confirmation page.
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Viewing on a Location
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services.
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OTM displays the Accessorial Cost page.
n
lika sfera
12. Enter an Accessorial Cost ID of TH.
u
ik H ran
13. Make sure a Cost Type of Charge is
a rth non-t
selected.
K 14. Enter an Amount of 120.00 USD.
15. From the Basis drop-down list, select
Shipment Total Pieces of Equipment.
16. Enter a Unit of 1.
17. Click Finished at the top of the
Accessorial Cost page.
OTM returns to the Accessorials tab and adds the new accessorial to the Accessorial
Cost ID field.
18. Click Save to the right of the Accessorial Cost ID field.
OTM displays a message regarding sharing accessorial costs across rates.
19. Click OK.
20. Click Finished at the top of the page.
OTM displays the confirmation page.
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Lesson 43: Viewing Rate Offerings and Rate Records for the Final Truckload Leg
Chapter 1 - Page 266
Practice 1 - Viewing Service Providers and Rate Offerings for the
Final Truckload Leg
Verifying Service Provider and Rates
Practice 1 - Viewing Service Providers and Rate Offerings for the Final Truckload
Leg
Chapter 1 - Page 267
Solution – Viewing Service Providers and Rate Offerings for the
Final Truckload Leg
Verifying Service Provider and Rates
Question Enter Your Answers…
What is the response time 2 H (hours)
when tendering to COY9?
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Solution – Viewing Service Providers and Rate Offerings for the Final Truckload
Leg
Chapter 1 - Page 268
Lesson 44: Querying for Truckload and Vessel Rates
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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Rate Record
Mode
Cost
(kar se to
utt cen
t
Running a Truckload
n
m le li
hiRatebQuery
u lika sField
fera Enter Your Results…
ik H RateraOffering
n ID COY9 TL
th - t
r nonRate Record ID
Ka COY9 HOU-SAC
Mode TL
Cost 986.00 USD
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define a location role or location ID since this is specified as the destination location
on the Lane Definition tab.
Note the Mode Profile ID. The mode for this leg is TL.
Note the Equipment Group Profile ID is 40 OCEAN CONTAINER.
12. Click Save at the bottom of the page.
After entering all leg information, the List Legs tab displays the leg ID, leg name,
sequence number, destination location, service provider profile ID, and mode profile
s a
ID.
) h a
Note the Leg ID which is a unique identifier generated by OTM.
o m
ฺc IDฺ to
Note the Service Provider Profile ID. You can enter a service providereprofile
c l
force OTM to use certain service provider(s) on the leg.
o ra uide
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thi ble li
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13. Enter a Sequence Number of 1.
n
lika sfera
14. Select the Equipment Assignment Type of
u
ik H ran
Optimize Equipment.
a rth non-t
15. Select the Location Role of PORT.
K 16. Enter a Location ID of DEBRV.
17. Select the Mode Profile ID of TL.
18. Enter an Equipment Group Profile ID of 40
OCEAN COMPATIBLE (already created).
19. Click Save at the bottom of the page.
OTM returns to the List Legs tab and the first leg
has been added to the page.
20. Click New Leg.
OTM displays the Leg page.
21. Enter a Sequence Number of 2.
22. Mark the Primary check box.
23. Select the Equipment Assignment Type of Re-
use Equipment.
24. Select the Location Role of PORT.
25. Enter a Location ID of USHOU.
26. Select the Mode Profile ID of VESSEL-CO.
27. Enter an Equipment Group Profile
Copyright ID of
© 2014, Oracle 40its affiliates. All rights reserved.
and/or
OCEAN
Practice COMPATIBLE
1 - Creating (already created).
a Multi-leg Itinerary
28. Click Save at the bottom of the page. Chapter 1 - Page 276
OTM returns to the List Legs tab and the second
leg has been added to the page.
32. Select the Mode Profile ID of TL.
33. Enter an Equipment Group Profile ID of 40 OCEAN COMPATIBLE (already created).
34. Click Save at the bottom of the page.
OTM returns to the List Legs tab and the final leg has been added to the page.
35. Click Finished at the top of the page.
OTM displays the confirmation page.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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OTM assigns an involved party to a new order release. Refer to the OTM online help
to see a full list of valid values for this field.
Note the Pre Qual Criteria ID. You can u lika tuse
optionally h isthis section to construct criteria to
h ikฺh foruprocessing.
eliminate a rule from being considered
t se
(
Note the Event field. You k ar mapsean tagent
can o to an auto assignment rule so that, if a
utt cthe
business object is changed,
e nauto assignment rule will run.
im
htab. li
a n t
5. Click the Criteria
a b le ID. In this example, the involved party assignment is
Note the k
baseduon er of the order release.
li the destination
Auto Assign
s f
Criteria
6.hik
H ran tab.
Click the-tDefinition
t
r norule n assigns the SAC_PLANNER as the LOGISTICS involved party when the
Ka This destination is SACRAMENTO.
Involved Party of SAC PLANNER
Communication Method of BY CONTACT
Involved Party Qualifier of LOGISTICS
Destination Location of SACRAMENTO
Rule.
OTM displays the Auto Assignment Rule search tab.
2. Click New at the bottom of the page.
OTM displays the Header tab.
3. Enter an Auto Assign Rule ID of
SAC INV PTY.
4. Select the Auto Assign Type ID of
s a
ORDER_RELEASE_INVOLVED_PA
) h a
RTY.
om
5. Click Criteria at the bottom of the page.
c lecฺ eฺ
OTM displays the Criteria tab. ora uid
6. Select the Auto Assign Criteria ID of
u tt@ ent G
ORDER_DESTINATION.
thim tud
7. Click Save to the right of the Auto
lik a hi s S
n
Assign Criteria ID field.
k h
ฺ u se t
r
8. Click Definition at the bottom of the i
th to u
a
tt (k cense
page. OTM displays the Definition tab.
u li
him
9. Enter a Seq of 1.
n t le
lik a erab
10. Enter an Involved Party of SAC
PLANNER.
H n s f
ua Communication
th ikCONTACT.
11. Select
- tra Method of BY
r non
Ka 12. Select an Involved Party Qualifier of
LOGISTICS.
Question Enter Your Answers…
13. Enter a Destination Location of
What will happen when an
SACRAMENTO.
order release is created with
14. Click
the Save to theof
destination right of the Destination
Location field.
SACRAMENTO?
15. Click Save to the right of the Involved
Party Qualifier drop-down list.
16. Click Finished at the top of the page.
OTM displays the confirmation page.
17. Answer the following:
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ORDER BASE-NO RELEASES 1 (All of these values can vary if student has
deviated from the exercises in any way.)
Note: This is an order base in the
SHAREDCORE domain that will be used for a
demonstration later in the class.
ORDER RELEASE-NEW 0
SHIPMENT-NEW 0
s a
SHIPMENT-DELAYED 1
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om
c lecฺ eฺ
Creating an Order Release ora uid
Question
u @ nt G
Enter YourttAnswers…
th im tude
an his S
What involved party is on the SAC PLANNER
order release?
lik tRule
ik ฺhuAssignment
Auto
u s e
assigned, since you did not arth
How was this involved party
to
t t
assign it when entering the(k nse
order?
im u li c e
a nth ble
u lik Field
sfera
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the Communication Manager. The contact must be assigned the audit (AUD)
communication method. Then you can assign the contact to the specific OTM events you
want to audit.
By default, any user in that domain that is assigned to the DEFAULT level can perform an audit.
The OTM Administrator can restrict audit access using the security services options.
All audit records are stored in the domain where the contact that has auditing privileges
resides. If your OTM installation has multiple domains or sub-domains, you can configure the
audit contact to store audit records in a specific domain so that you can audit other domains.
s a
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Turning On Auditing
o m
cฺ changes
Note: You must have the property glog.audit.beforeafter set to on to be able tole
ra c see
id eฺ to
each database column. This is turned on for the training server.
@ o> AuditGControl.
u
1. Click Business Process Automation > Audit Trail Management tt
u de n t
2. Click Search at the bottom of the page.
th im tu
a n is S
3. Click the ID.
u likyour domain.
th
th ikฺhando for
OTM displays the Audit Control page
Here you turn auditing on inrgeneral
for
u e
sspecific
( ka e t business objects.
u e s which business object you want to audit. In this
Select a Data QueryttType to specify
nselected.
him ble li
example, ORDER RELEASE c is
n t
u ka Contact
Creating anliAudit
fe ra
H Businessa s
n Process Automation > Communication Manager > Contacts.
ik
4. Click
tr
a r5.th Enter
no na -Contact ID of PLANNER.
K 6. Click Search at the bottom of the page.
7. Click the ID.
8. Click the Notification tab.
At the bottom of the page, note the Subject of ORDER – MODIFIED. The audit trail
will be recorded whenever an order is modified.
In the Com Method ID field, note the entry of AUD for auditing.
Note the domain in the Domain Name field that determines where you want to store
audit records. This allows users in another domain to perform an audit on the
records from your current domain.
u tt cen
19. Click Save to the right of the Reference Number field.
20. Click Finished at
n thithe topblofetheli page.
m
lik a the econfirmation
OTM displays ra page.
21. MarkHuthe checkn f
sbox on the
ik -t
th ClickoActionsra
confirmation page.
a r22. n n
K > Order Management > View > Audit Trail.
OTM displays the Audit Trail search tab.
Here you can limit your audit to a certain time window, a
certain user, or certain action.
23. Click Search at the bottom of the page.
24. Click any ID.
OTM displays the Audit Trail Entry page.
Here you can see the data that was changed, the user who changed the data, and
the time it was changed.
OTM can only populate the Reason section if you have configured OTM to
require users to enter a reason when changing data.
25. Close the Audit Trail Entry page.
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Creating Shipments
Shipment ID Mode Service Provider
nnnnn TL BIS9
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
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u l ik
itinerary depending on how the order movement
th for example, from
an order release or shipment.
i ฺh use
kwhich
r
Note the Creation Process Type
a th t oidentifies whether the order movement was
tt (k n se
created from an order release (SYSTEM-ITINERARY) or from a shipment (SYSTEM-
ACTIONS).
im u lice
nth
Note the Order
a b
Release
a
e ID and Shipment ID fields which display the order release
lmovement
from k
u er
li movement.
which this order
sf
was created and the shipment associated with this
ik H ran
order
a rth noNote
-tthe Source and Destination Location ID fields. This specific order movement
nfrom
K is Warsaw to DEBRV, so it represents the first leg in this multi-stop movement.
Note the Early Pickup Date and Late Delivery Date which were copied from the
order release.
Note Original Leg Position which is a relative position of the original leg to the primary
leg in the itinerary such that a primary leg's position is 0 and positions for legs to left
of the primary legs (pre-transport) are -1, -2, etc. Positions for legs after the primary
leg are 1, 2, etc. So in our scenario, the second leg of the itinerary, the vessel leg,
was marked as primary, so this first leg has an original leg position of -1.
The Total Weight, Total Volume, and Total Ship Unit Count fields are all calculated
from the ship units on the order movement.
7. Note the Constraints section.
This section gives you the opportunity to create/view/edit additional information about the
order movement, including equipment group information, service provider information,
rating, and transit time.
8. Note the Ship Units grid.
The Ship Unit ID is the shipment ship unit ID and it appears when the order movement
is planned on a shipment.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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Destination Locationm u
ID li
n th le
li k a Position
Original Leg
fe rab
ik Huis theraoriginal
Why n s leg
a rth position
o n -tset to 0?
K 9. Clickn Next at the top of the page.
10. Let’s see what locations this order movement is going between:
Field Value
Order Movement ID
Source Location ID
Destination Location ID
kฺhof 0. use
leg of the itinerary has an original
h i
leg position
t
r e to
(k amovement
u t
Let’s see what locations this torder
c e ns is going between:
Field
thim ble Value li
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lika sfeIDra POL-CA-003
Order Movement
u
ik H Location
ran ID
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Source
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Note the From field. You can enter a date and time from which the log you want to
view log entries.
3. In the From field, change the time to 1 hour before the current time.
Note the Log drop-down list which contains the following options:
SYSTEM – For logging system events.
WEB – Controls web server logging. These settings control all aspects of web
logging including the filename, maximum size, backup count and enabled log IDs. If
you modify Web settings via power data, all web servers are notified and retrieve s a
)
the modified settings on the next servlet use. You can create any number of web log h a
o m
files. Each web log will be written to the web tier, and accessible via the System log
c lecฺ eฺ
viewer. If no Web log exists (or web properties suppress its use), web-tier logging
reverts to using properties.
o ra uid
tt@ ofeanntOTM G action
EXCEPTION – Captures any problem that halts execution
u
imfor technical
d support
or workflow. This log includes a trace of the error
th S t u
purposes.
lik anuser hlogs.
i s
Note – You may see other logs which
ฺkhu user.are
e t name ofuser
A log is a custom log that
captures log messages for a ispecific
t h u s The this log varies depending
on what it is named when
k a r e to
created. You should see the log “Admin” which is a
custom log.
tt ( n s
u
im le li
4. Select a Log of SYSTEM. c e
n th
lik aregardless
Note the
r aofbIfseverity.
Severities.
fe
you do not select any severities, OTM finds all log
H u ns
entries You can select one or more severities which
r th ik n-tra
include:
Ka no Debug – Logs debug messages, including their start and complete times. Note:
Log files that record debug messages may reduce your system performance. When
running a debug log, carefully select the business processes that it monitors.
Error – Logs error messages for failed or otherwise stopped processes.
Explanation – Logs explanation messages.
Performance – Logs summarized performance information about selected
business processes.
Performance Detail – Logs the start and stop times, and other details, of
selected business processes.
Warning – Logs warning messages. Warnings occur prior to errors.
Note the IDs. Select one or more IDs of business processes to be logged. Refer to
the OTM online help to see a list of all log IDs.
Note Search For field. To find one or more specific log items, type characters in the
Search For field.
You can search for any log item (for example, a specific order ID, shipment ID, or time
stamp). Numbers, letters, and other characters can be entered.
Note the Ignore Case check box. Mark the Ignore Case check box to control
case- sensitive searches
Copyright using the Search
© 2014, Oracle For field.
and/or its affiliates. All rights reserved.
Note the Save to File check box. If you want to save the results as a file, select
this check box.
6. Click View Results at the bottom of the page. The Log Viewer opens.
Note the Time column. This column contains the exact date and time that this
corresponding system log entry was written to the log file. The time is pulled from
the OTM server and may differ from the time on your workstation.
Note the Process column. Each OTM process, such as, tendering, building a
s a
shipment, etc. is given a process ID by OTM. You can search on or look for a specific
process ID when troubleshooting. ) h a
o m
ฺc ฺ Error.
Note the Severity column. When troubleshooting an issue, look for a severity
le of
Note the ID column. When troubleshooting an issue, look for anrID
o acof Exception.
u ide
The ID column corresponds to the log file options that you
tt@ t
can set when
n G configuring
u
im tude
a log file. IDs often used when troubleshooting including:
th
Planning
lik an his S
RateEngine
ik ฺhu use t
RateService
a rth to
(
Note the System Log column.
tt k The n s eSystem Log column contains the actual log file
message or details
Log columnh ofim
u of what
li e- Nowasbase
cOTM doing. For example, an entry in the System
lik sfera
that a rate and therefore could not create
aushipment.
7. ik
H ratonthe bottom of the log page.
a r8.th Click
o n -t
Scroll down
K n Next.
OTM displays the next page in the log file.
9. Click Previous.
OTM displays the previous page in the log file.
10. Scroll down to the bottom of the log page.
11. Click Return returns to the System Log Entry Selection finder.
12. Close this page.
Note the Entries per Page field. If needed, change the number entries per page
to appear in the log. 100 is the default.
15. Click View Results at the bottom of the page.
OTM displays the log file.
Note the Time column that displays when this entry occurred. The time is pulled
from the OTM server and may differ from the time on your workstation.
Note the other columns which include:
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Transmission
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Transaction
om
Written By
c lecฺ eฺ
Class
ora uid
Code
u tt@ ent G
Integration Log
nthim Stud
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16. Click Return to return to the log selection page.
17. Close the page.
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If you are creating a user log file, its log ID must match a system user name, without
its DOMAIN/SUBDOMAIN prefix. For example, if the user name is GUEST.ADMIN, the
log ID would be ADMIN.
In this example, the Domain Name to be monitored is COREDEMO.
4. Ensure that the Type of User is selected.
The following options are available in the Type drop-down list:
Ad Hoc - For logging selected business processes, such as integration and bulk
planning. s a
System - For logging events throughout the system. ) h a
o m
leฺc eฺ
User - For logging the events pertaining to a specific user. If using this type,
c
the
ID must match a user, for example, Admin.
o ra uid
Web - Controls web server logging.
5. Verify that the On check box is marked. It is marked bym u tt@ ent G
hi Stud
default.
n t
ika this
This activates this log.
6. Note the Filename of coredemoadmin.log. u l
OTM saves your log entries to a file
th ikฺhthis name.
with u seBy default,
OTM saves the log file to
(k ar se to
<otm_install_dir>/logs/. tt n
7. Ensure that the h im u li c e
n t Append
le
check box is marked. It is marked by
default.
lik a erab
H Ifuyou do not
n s fmark the Append check box, OTM deletes the log file at each
r th ik new n - ra
tsession.
Ka noNote the entry of Max Size (in bytes) of 10000000. OTM starts a new log file
when reaching this limit.
Note the entry of Backups is 5. This indicates the number of backups of the file to
be saved. For example, if you specify three backups of files 10 MB in size, a total of
30 MB of log files will be saved. The default setting is 5.
Logging does affect performance. It is not recommended to increase the maximum
size. Rather than increase the size, you may want to increase the number of
backups.
8. Scroll down to see a list of processes in the Log File Details section.
This section contains a list of Process IDs that you can configure for a log.
Refer to the OTM online help for a list of all Process IDs.
9. In the On list, select Agent.
10. Click the < Move Left icon to move the Process ID of Agents to the Off
list. This turns this type of logging off.
11. Click Finished at the top of the page.
backup file (either via a search all backups or an explicit backup view), you can click Next at
the end of the file to move to the next backup file.
u lik sfer
troubleshooting, see My Oracle note # 387267.1.
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1. The easiest way to view the Data Dictionary it to first click the Help button at the top of
the OTM page.
2. In the Address bar of your browser, delete all text after html/ and type data_dict.
3. Press Enter to view the Data Dictionary.
4. Next, scroll down until you see the LOCATION_REMARK table link in the left-hand pane.
5. Click the LOCATION_REMARK table link.
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B. This frame shows
A. This frame shows all tables.
om
details of one table at
c lecฺ eฺ
a time.
D. There is an asterisk
o ra notes. uid
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next to primary keys. C. There are additional
u
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Table name
All rows in the table along with what type of data can be entered into that row.
There may be a brief listing of what type of data can or cannot be entered
into that row (e.g., VARCHAR, NUMBER, DATE).
For some row names, you will see a link proceeded by FK which stands for
foreign key. This indicates that this row is a foreign key to the table in the link.
Directly following the list of all rows, you may see a list titled “Tables that FK into
s a
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this one”. Click on any link in this list to view the information on that table.
)
m
C. If you see an “I” icon next to the field name, this means there is more information
o
lecฺ eฺ
available about that field. Click the “I” icon to see the information in the bottom-most
c
frame on the page.
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D. All primary keys have an asterisk before the row name.
u
im for the
E. The bottom-most frame lists any notes available
t h tu dselected table or row.
6. Close the OTM Data Dictionary page.
lik an his S
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2. Click the Export Object Type drop-down list to see the options.
You can export:
Export Table – Exports one table at a time.
Export Table Set – Exports all tables in a table set.
Export Query Results – Exports all tables in a SQL query.
3. Select an Export Object Type of Export Table.
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4. Click the Output Destination drop-down list to see the options.
)
You can export to:
om
Browser – Exports data to your browser.
c lecฺ eฺ
ora uid
Remote Instance – Exports data to a remote OTM
instance.
u tt@ ent G
thim Stud
File On WebServer – Exports data to a file on your OTM
n
server.
ulika this
thikฺh use
5. Select an Output Destination of Browser.
(kar se to
Note the Run Job in Background drop-down list. OTM processes your export in the
tt cen
background and emails you the result when it has finished processing. The values
u
are N for No and Y for Yes. The default is N.
nthi ble li
m
6. Click Run at the bottom of the page.
lika sfera
The next page is displayed. The fields on this page vary depending on your selections for
u
ik H ran
the above fields. The various versions of this page are not reviewed in this class.
a rth non-t
7. Verify that the Command is xcsv which will export CSV files without any parent or child
K data.
8. Select a Table Name of CORPORATION.
The tableName drop-down list includes all tables in the OTM database from which you can
export data.
9. Verify that the Exclude Public drop-down list is set to Y for yes.
If set to N, OTM will also export any data found in the PUBLIC domain.
10. Enter a Where Clause of CORPORATION_GID = ‘COREDEMO.BIG TEXAN TRUCKING’.
This is a SQL where clause.
11. Click Run.
Note: Due to an issue with Internet Explorer 9, you may see incorrect results on the
normal OTM integration page. To work around this issue, complete step 9 below to see the
expected output.
12. Right-click and select View Source.
13. Select the contents (usually rows 16 through 19) of the output.
14. Right-click and select Copy.
15. Open Notepad.
16. Paste the content into Notepad.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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Note: Do not copy and paste the Where Clause text from the PDF file. The copy and
ora uid
paste may bring in extra unwanted control characters which can cause the CSV export to
fail.
u tt@ ent G
7. Click Run at the bottom of the page.
nthim Stud
ika this
Note: Due to an issue with Internet Explorer 9, you may see incorrect results on the
ul
normal OTM integration page. To work around this issue, complete step 8 below to see the
expected output.
thikฺh use
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8. Right-click and select View Source.
(
u tt cen
9. Select the contents (usually rows 16 through 19) of the output.
thi ble li
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10. Right-click and select Copy.
n
lika sfera
11. Open Notepad.
u
ik H ran
12. Paste the content into Notepad.
a rth non-t
13. Click File > Save As.
K 14. Select a Save as type of All Files.
15. Save the file locally as CORPORATION.CSV.
16. Close Notepad.
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3. Click Browse… to the right of the What XML/CSV file do you want to upload? field.
4. Select a CSV file to upload. You can use the CORPORATION.CSV file that you created in
Guided Demonstration 2.
5. Click Upload.
OTM displays this page after you click Upload.
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In the
s
Commandferafield, select the appropriate transaction code. The values include:
ik H i –rInserts
an CSV data into the database.
th - t
r nonii – Insert and ignore which inserts data, while suppressing unique key constraint
Ka violations.
u – Updates data in the database.
uu – Updates data, while suppressing “no data found” constraint violations.
d – Deletes data from the database.
dd – Deletes data, while suppressing “no data found” constraint violations.
iu – Insert and update which attempts to insert data. If a record with this
primary key already exists, OTM updates the data.
rc – Replace children which deletes all child data corresponding to the top level
parent, updates the top level parent, and inserts the new child data.
The Data Directory field is where OTM can find the file specified in the Data File
Name field.
This field will default to a temporary folder on the server where your CSV file
is uploaded to prior to updating the database.
The Data File Name field contains the name of the file that you recently selected
to upload in the Upload XML/CSV Transmission page.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
This entry will differ depending on the location of the Oracle bin directory.
Xvalidate drop-down list allows you to turn on or off diagnostic messaging.
Y – OTM gives you more diagnostics messages. This is the default.
N – OTM turns off diagnostics messages.
Encoding is where you indicate the encoding of the file you import.
Common settings are ISO-8859-1 and UTF-8 (default). You especially need to
s
consider this when you import data containing characters outside the 7-bit a
h a
ASCII set. Also, consider the encoding of your database.
)
om
ecฺ eฺ
If your file contains standard ASCII characters, then it can be encoded as ISO-
8859-
c l
ora uid
1. If it contains non-standard, international characters, then it should be encoded as
UTF-8.
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a n th ble
ik sfera
<xvalidate>true</xvalidate>
u l
<DatabaseGlobalName>123456</DatabaseGlobalName>
ik H<TableName>CORPORATION</TableName>
ran
th - t
r non <ColumnList>CORPORATION_GID,CORPORATION_XID,CORPORATION_NAME,IS_
Ka DOMAIN_MASTER,IS_SHIPPING_AGENTS_ACTIVE,IS_ALLOW_HOUSE_COLLECT,
MAX_HOUSE_COLLECT_AMT,MAX_HOUSE_COLLECT_CURRENCY_GID,MAX_HOU
SE_COLLECT_AMT_BASE,PICKUP_ROUTING_SEQUENCE_GID,DROPOFF_ROUTIN
G_SEQUENCE_GID,DOMAIN_NAME,INSERT_USER,INSERT_DATE,UPDATE_USER,
UPDATE_DATE</ColumnList>
<sqlString>insert into CORPORATION (
CORPORATION_GID,CORPORATION_XID,CORPORATION_NAME,IS_DOMAIN_MA
STER,IS_SHIPPING_AGENTS_ACTIVE,IS_ALLOW_HOUSE_COLLECT,MAX_HOUSE
_COLLECT_AMT,MAX_HOUSE_COLLECT_CURRENCY_GID,MAX_HOUSE_COLLECT
_AMT_BASE,PICKUP_ROUTING_SEQUENCE_GID,DROPOFF_ROUTING_SEQUENC
E_GID,DOMAIN_NAME,INSERT_USER,INSERT_DATE,UPDATE_USER,UPDATE_DA
TE) values (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)</sqlString>
<ProcessCount>1</ProcessCount>
<ErrorCount>0</ErrorCount>
<SkipCount>0</SkipCount>
</ProcessCSV>
</CSVUtil>
</CSVUtilServletHelper>
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You should see the Corporations results page with an entry of CORE###.SOUTHWEST
TRUCKING.
5. Click the ID to view your new corporation.
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a c l d eฺ
Note the Equipment Group ID. This controls what equipment group
use when creating trips for this trip template. r
o Gu
OTM
i
Note the Ignore Equipment Capacity check box. This u tt@ whether
controls e n t OTM should
t h
allow you to move more weight, volume, and transport im handling
tud units to a trip than
n
the equipment group allows. If OTM cannotafit your order S
is release on a specific trip,
ulik th
OTM tries a later trip.
7. Delete the Discontinue Date. thik
ฺh use
(k ar sDate. e toOTM only uses trip templates that have
tt cen
Note that there is no Discontinue
u
m
an active time window.
hi icon)
8. Click Edit (the tpencil le li
each tripik
n
a erab
next to the second stop. You must specify at least two stops in
u l template.
s f
HNote the n
ik tra Sequence Number and Stop Number. The sequence number is just a unique
a rth non- identifier while the stop number determines in what order OTM should use the stops.
K Note the Location ID. This is the location of this stop. Since this is a static trip
template, OTM disregards any stop times on your location.
Note the Stop Requirement Type of MANDATORY. OTM can delete OPTIONAL stops
from a trip if no order release uses this location. OTM always keeps MANDATORY
stops on a trip even if the stop seems to be unnecessary.
Note the Allow Pickup check box, Max Pickup Weight, and Max Pickup Volume fields.
OTM uses pickup and delivery constraints to limit what order releases you can add to
a trip.
The equipment constraints you enter on the trip template level are independent of
the stop level constraints. For example, OTM uses both Allow Pickup and Allow
Delivery constraints even if you select the Ignore Equipment Capacity check box.
Note the Repetition Schedule Activity ID. For each stop, you must specify both
an ARRIVE and a DEPART time.
Note the Day Adjustment. If you generate a trip for December 1, a day adjustment of
1 means that the trip will arrive December 2.
Note the Hour Adjustment and Minute Adjustment. These define the time of day.
9. Click Save at the bottom of the page.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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(k aofrt7 H.se to
each stop. (Average estimation)
8. Enter a Start Time Adjustment
u t trip.eThe
teach n adjustment is relative to midnight of each day the
m
hi For bexample,
This is the start time for li c
trip template n
a t
starts.
a le to start each trip at 8:00AM, enter 0D 8H 0M. OTM will
u k
add thelistop times
s feron each stop location to derive stop times.
ik
9. Click H NewrStop
a n at the bottom of the page.
t
th Enterona -Sequence Number of 1.
r10.
K a n Note the Drive Time From Prev Stop. For each stop in your dynamic trip template, you
must specify the drive time between stops. OTM calculates the trip stop times as:
ora what id
itinerary leg.
Note the Equipment Assignment Type. Your trip template @ G uequipment
u tt ent
specifies
im Profile
OTM must use so you should select the option No Equipment.
thGroup tudID. Your trip template
n
In the Compatibility section, note the Equipment
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specifies what equipment OTM must use.
u his requires you to enter
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Rate Offering
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Rate Service
Trip Template
Unused Transit Time
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21. Close the Rate Service page.
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the time period as week number and year or as start date plus duration.
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Generating Time Period
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timec eperiod No new trips
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always
trips. This ensures that you generate all trips for every week. This is true even if you delete
trips you have generated previously.
If you choose to work with start dates and durations, consider the time of day for your start
date. If the generating time period ends at a time of day that is before the last stop time on your
trip template, OTM does not generate a trip for that day. If you work with week numbers
instead, the time of day is always midnight.
Generating Trips
1. Click Operational Planning > Schedule Management > Ground Schedule.
2. Enter a Ground Schedule ID of TRIP STATIC.
3. Click Search at the bottom of the page.
4. Mark the check box next to the ID.
5. Click Actions > Generate Shipments.
OTM displays the Generate Shipments page.
6. Enter a From Date of next Monday.
7. Enter a To Date of next Friday.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
n t S tud York
010### (shipment ID 2)
l a hi s
YYYY-MM-DD 05:00
ik05:00
AM America/New
010### (shipment ID 3)
ฺh useAMt America/New York
YYYY-MM-DD
ik u
010### (shipment ID 4)
a rth to 05:00 AM America/New York
YYYY-MM-DD
k nse 05:00 AM America/New York
010### (shipment ID 5) tt ( YYYY-MM-DD
im u li c e
a n th ble
a shipment.
erfirst
liklink forsfthe
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20. Click the
H the Status
21. k
th i Click
- t ran button.
r noNote n the OTM Status of RESERVATION_OPEN
Ka 22. Close the Statuses page.
23. Click the Stops tab.
24. Click the pencil icon next to the first stop to edit it.
Note the Planned Arrival Time and Planned Departure Time. These match what was
entered on the ground schedule.
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15. Click
r an
kNote the-tfollowing tab.
a th
r non
16. information:
K Location Arrive Time Depart Time
JEWELPOOL 5:00 5:10
CHAIN 6:30 6:35
CLASP 7:00 7:05
AMBER 7:35 7:40
JADE 8:10 8:15
OPAL 9:45 9:50
JEWELPOOL 10:20 10:25
17. Close the Buy Shipment page and bulk planning page.
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