OTM 6 0 Core Competence Student Guide

OTM 6.
0 Core Competence
Student Guide
D60843GC10
Edition 1.0
August 2009
Part Number
Copyright Oracle Corporation, 2009. All rights reserved.

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Author
Carol Ann Daley and Julie Poindexter
Technical Contributors and Reviewers
Carol Ann Daley and Julie Poindexter
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Table of Contents
Course Overview..............................................................................................................................................1-1
OTM 6.0 Core Competence...........................................................................................................................1-2
OTM 6.0 Core Competence Course Overview..............................................................................................1-3
Course Flow...................................................................................................................................................1-4
Lesson Content ..............................................................................................................................................1-5
Oracle Transportation Management Overview..............................................................................................1-6
Within Your Organization, You Are Implementing or Using OTM .............................................................1-7
OTM is a Large Transportation Management System...................................................................................1-8
OTM Core Functionality ...............................................................................................................................1-9
OTM Optional Modules ................................................................................................................................1-10
OTM Optional Modules (continued) .............................................................................................................1-11
Scenarios........................................................................................................................................................1-14
OTM 6.0 Core Competence Course Summary ..............................................................................................1-15
OTM Terminology...........................................................................................................................................2-1
Basic OTM Concepts.....................................................................................................................................2-2
Objectives ......................................................................................................................................................2-3
What is OTM From a Technical Standpoint? ................................................................................................2-4
OTM Domains...............................................................................................................................................2-5
Public Domain ...............................................................................................................................................2-6
Examples of Domains....................................................................................................................................2-7
Child Domains...............................................................................................................................................2-8
When Implementing OTM, You Need to Load Your Business Specific Data ..............................................2-9
A Location is a Fixed Node or Point Where Cargo is Shipping to, Shipping From, or Flowing Through ....2-10
A Calendar Allows or Limits Activities at a Location...................................................................................2-11
A Contact is a Person or System to Which You Want to Send Notifications or Tenders..............................2-12
Service Providers and Rates ..........................................................................................................................2-13
A Service Provider is a Company Which Provides Some Sort of Service to You.........................................2-14
Rates are Used by Service Providers to Define the Cost of a Transportation-Based Service........................2-15
Additional Data is Defined Specific to Your Business..................................................................................2-16
Items Are What You Are Shipping From One Location to Another Location ..............................................2-17
Equipment is Used to Transport Items From One Location to Another Location .........................................2-18
An Itinerary Determines the Specific Route for a Shipment .........................................................................2-19
Once Configured, You Can Begin to Use OTM for Your Transactions on a Day to Day Basis ...................2-20
Orders Represent the Requirement to Move Freight From One Point to Another.........................................2-21
An Order Base Includes Detailed Information About an Order ....................................................................2-22
An Order Release Signifies an Order is Ready to Ship .................................................................................2-23
An Order Movement Enables You to Plan Portions of an Order Release Based on Routing........................2-24
OTM Enables You to Plan Your Orders into Shipments...............................................................................2-25
OTM Can Plan Each Order into its Own Shipment.......................................................................................2-26
Buy vs. Sell Shipments..................................................................................................................................2-27
OTM Enables You to Manage Your Shipments ............................................................................................2-28
A Tender is a Notice Sent to the Service Provider with an Offer to Move the Cargo ...................................2-30
Service Providers Can Send Information About Shipments to OTM Using Shipment Events......................2-31
You Are Beginning to Understand the Key Functionality Within OTM.......................................................2-32
Summary........................................................................................................................................................2-33
Navigating OTM ..............................................................................................................................................3-1
Objectives ......................................................................................................................................................3-3
OTM Can be Customized for a User .............................................................................................................3-4
User Roles Control the Data Each User Can Access .....................................................................................3-5
User Preferences Enable You to Display Certain Data You Specify.............................................................3-6
Copyright Oracle, 2009. All rights reserved.
OTM 6.0 Core Competence Table of Contents

i
Log Into OTM ...............................................................................................................................................3-7

Quiz ...............................................................................................................................................................3-9
Quiz ...............................................................................................................................................................3-11
OTM Additional Resources...........................................................................................................................3-14
Summary........................................................................................................................................................3-16
Adding and Retrieving OTM Data.................................................................................................................4-1
Objectives ......................................................................................................................................................4-3
SmartLinks ....................................................................................................................................................4-5
Actions...........................................................................................................................................................4-6
Quiz ...............................................................................................................................................................4-7
Quiz ...............................................................................................................................................................4-9
When Two People Edit the Same Data Simultaneously ................................................................................4-10
Saved Queries................................................................................................................................................4-11
Quiz ...............................................................................................................................................................4-13
Quiz ...............................................................................................................................................................4-16
Summary........................................................................................................................................................4-18
Defining User Favorites...................................................................................................................................5-1
Objectives ......................................................................................................................................................5-3
Quiz ...............................................................................................................................................................5-5
Quiz ...............................................................................................................................................................5-7
Summary........................................................................................................................................................5-9
Setting OTM Preferences................................................................................................................................6-1
Objectives ......................................................................................................................................................6-3
User Preferences ............................................................................................................................................6-4
Assign User Preferences ................................................................................................................................6-5
Quiz ...............................................................................................................................................................6-6
Business Monitor...........................................................................................................................................6-7
Setting Up a Business Monitor ......................................................................................................................6-8
Quiz ...............................................................................................................................................................6-12
Summary........................................................................................................................................................6-13
Scenario 1: Creating Orders and Planning Shipments in OTM..................................................................7-1
Scenario 1: Creating Orders and Planning Shipments in OTM .....................................................................7-2
Scenario: Creating Orders and Planning Shipments in OTM ........................................................................7-3
Business Scenario ..........................................................................................................................................7-5
Managing Orders in OTM..............................................................................................................................8-1
Objectives ......................................................................................................................................................8-4
What are Order Bases and Order Releases? ..................................................................................................8-5
What are Order Movements?.........................................................................................................................8-6
Quiz ...............................................................................................................................................................8-7
Order Requirements.......................................................................................................................................8-8
Creating Order Releases ................................................................................................................................8-9
How to Define Order Contents? ....................................................................................................................8-10
When to Use Ship Units and Line Items?......................................................................................................8-11
Quiz ...............................................................................................................................................................8-12
Summary........................................................................................................................................................8-16
Viewing OTM Statuses....................................................................................................................................9-1
Objectives ......................................................................................................................................................9-4

ii
What is OTM Status? ....................................................................................................................................9-5

Quiz ...............................................................................................................................................................9-6
Order Release Statuses ..................................................................................................................................9-7
Order Release Status Type PLANNING .......................................................................................................9-8
Quiz ...............................................................................................................................................................9-11
Summary........................................................................................................................................................9-12
Planning Shipments.........................................................................................................................................10-1
Objectives ......................................................................................................................................................10-4
What is a Shipment? ......................................................................................................................................10-5
Order Releases and Shipments ......................................................................................................................10-6
Shipment Manager.........................................................................................................................................10-7
Quiz ...............................................................................................................................................................10-8
Business Rules Affect Shipment Planning ....................................................................................................10-9
Customize Shipment Planning Using a Parameter Set ..................................................................................10-10
Shipment Perspective ....................................................................................................................................10-11
Quiz ...............................................................................................................................................................10-12
Quiz ...............................................................................................................................................................10-17
Summary........................................................................................................................................................10-18
Manually Modifying Shipments .....................................................................................................................11-1
Objectives ......................................................................................................................................................11-4
What is a Manual Modification? ...................................................................................................................11-5
Shipment Actions ..........................................................................................................................................11-6
Quiz ...............................................................................................................................................................11-7
Quiz ...............................................................................................................................................................11-10
Summary........................................................................................................................................................11-11
Tendering Shipments ......................................................................................................................................12-1
Objectives ......................................................................................................................................................12-4
What is Tendering?........................................................................................................................................12-5
Types of Tendering........................................................................................................................................12-6
Manually Tendering Processes ......................................................................................................................12-7
Tendering to a Specific Service Provider ......................................................................................................12-8
How to Accept or Decline the Tender ...........................................................................................................12-9
Quiz ...............................................................................................................................................................12-10
Open Tenders.................................................................................................................................................12-12
Types of Open Tenders..................................................................................................................................12-13
What Does Open Tendering Do?...................................................................................................................12-14
Broadcast Tender...........................................................................................................................................12-15
Spot Bid Tender.............................................................................................................................................12-16
Step Tender....................................................................................................................................................12-17
Quiz ...............................................................................................................................................................12-18
Quiz ...............................................................................................................................................................12-22
Summary........................................................................................................................................................12-23
Entering Shipment Events ..............................................................................................................................13-1
Objectives ......................................................................................................................................................13-4
What is a Shipment Event?............................................................................................................................13-5
Shipment Events, OTM Events, and OTM Statuses......................................................................................13-7
Quiz ...............................................................................................................................................................13-8

iii
OTM Response to Shipment Events..............................................................................................................13-9

Quiz ...............................................................................................................................................................13-11
OTM Response to Shipment Events..............................................................................................................13-12
Summary........................................................................................................................................................13-16
Visibility for Orders and Shipments ..............................................................................................................14-1
Objectives ......................................................................................................................................................14-4
What is Visibility? .........................................................................................................................................14-5
Shipment Events ............................................................................................................................................14-6
Shipment Visibility........................................................................................................................................14-7
Order Visibility..............................................................................................................................................14-8
Orders/Shipments ..........................................................................................................................................14-9
Public Tracking .............................................................................................................................................14-10
Simple Tracker ..............................................................................................................................................14-11
Quiz ...............................................................................................................................................................14-12
Visibility using Actions and SmartLinks.......................................................................................................14-13
Quiz ...............................................................................................................................................................14-17
Summary........................................................................................................................................................14-18
Scenario 2: Configuring OTM to Build, Tender, and Financially Settle a Multi-stop Shipment.............15-1
Scenario 2: Configuring OTM to Build, Tender, and Financially Settle a Multi-stop Shipment ..................15-2
Scenario: Configuring OTM to Build, Tender, and Financially Settle a Multi-stop Shipment .....................15-3
Creating Locations and Corporations ...........................................................................................................16-1
Objectives ......................................................................................................................................................16-4
What is a Location? .......................................................................................................................................16-5
What is a Corporation? ..................................................................................................................................16-6
Quiz ...............................................................................................................................................................16-7
Quiz ...............................................................................................................................................................16-10
Summary........................................................................................................................................................16-11
Creating Calendars..........................................................................................................................................17-1
Objectives ......................................................................................................................................................17-4
What is a Calendar? .......................................................................................................................................17-5
Calendar Activity...........................................................................................................................................17-6
Quiz ...............................................................................................................................................................17-7
Calendar Example..........................................................................................................................................17-8
Quiz ...............................................................................................................................................................17-12
Summary........................................................................................................................................................17-13
Creating Contacts ............................................................................................................................................18-1
Objectives ......................................................................................................................................................18-4
What is a Contact?.........................................................................................................................................18-5
Quiz ...............................................................................................................................................................18-8
Summary........................................................................................................................................................18-9
Creating Commodities and Items...................................................................................................................19-1
Objectives ......................................................................................................................................................19-4
Item Data on Orders ......................................................................................................................................19-5

iv
Why Define Items?........................................................................................................................................19-6

Relationship of Material Manager Data.........................................................................................................19-7
What is a Commodity? ..................................................................................................................................19-8
Quiz ...............................................................................................................................................................19-11
Important Terms ............................................................................................................................................19-12
Examples .......................................................................................................................................................19-13
Relationships in Material Manager................................................................................................................19-14
Quiz ...............................................................................................................................................................19-15
Define a Packaged Item.................................................................................................................................19-16
Quiz ...............................................................................................................................................................19-20
Summary........................................................................................................................................................19-21
Creating Equipment Groups and Equipment Group Profiles.....................................................................20-1
Objectives ......................................................................................................................................................20-4
What is Equipment?.......................................................................................................................................20-5
Quiz ...............................................................................................................................................................20-7
Equipment Group ..........................................................................................................................................20-8
Quiz ...............................................................................................................................................................20-11
Equipment Group Profile...............................................................................................................................20-12
Quiz ...............................................................................................................................................................20-16
Summary........................................................................................................................................................20-17
Creating Service Providers .............................................................................................................................21-1
Objectives ......................................................................................................................................................21-4
What is a Service Provider?...........................................................................................................................21-5
Transport Mode .............................................................................................................................................21-6
Mode Profile Definition.................................................................................................................................21-7
Quiz ...............................................................................................................................................................21-8
Quiz ...............................................................................................................................................................21-13
Summary........................................................................................................................................................21-14
Configuring Contact Notification...................................................................................................................22-1
Objectives ......................................................................................................................................................22-4
What are OTM Events? .................................................................................................................................22-5
When to Use an Automation Agent Instead of Contact Notification.............................................................22-6
Notify Contacts Based on OTM Events ........................................................................................................22-7
Quiz ...............................................................................................................................................................22-10
Summary........................................................................................................................................................22-11
Configuring Automation Agents ....................................................................................................................23-1
Configure OTM to Build, Tender, and Financially Settle a Multi-stop Shipment.........................................23-3
Objectives ......................................................................................................................................................23-4
What is an Automation Agent?......................................................................................................................23-5
What Can an Automation Agent Do? ............................................................................................................23-6
Quiz ...............................................................................................................................................................23-7
When to Use an Agent Instead of Contact Notification?...............................................................................23-8
Public Automation Agents.............................................................................................................................23-9
Quiz ...............................................................................................................................................................23-11
Quiz ...............................................................................................................................................................23-13
Summary........................................................................................................................................................23-14

v
Contract Management ....................................................................................................................................24-1

Objectives ......................................................................................................................................................24-4
Contract Management....................................................................................................................................24-5
What is Contract Management?.....................................................................................................................24-7
Summary........................................................................................................................................................24-8
Configuring Rate Distance..............................................................................................................................25-1
Objectives ......................................................................................................................................................25-4
What is Rate Distance?..................................................................................................................................25-5
Distance Types ..............................................................................................................................................25-6
Quiz ...............................................................................................................................................................25-8
Summary........................................................................................................................................................25-10
Configuring Rate Service ................................................................................................................................26-1
Objectives ......................................................................................................................................................26-4
Rate Service...................................................................................................................................................26-5
Quiz ...............................................................................................................................................................26-8
Summary........................................................................................................................................................26-9
Creating Rate Offerings for Truckload .........................................................................................................27-1
Objectives ......................................................................................................................................................27-4
Rate Offering .................................................................................................................................................27-5
What is a Stop-off Charge?............................................................................................................................27-6
Truckload Rate Offering With Stop-off Charges...........................................................................................27-7
Quiz ...............................................................................................................................................................27-9
Quiz ...............................................................................................................................................................27-12
Summary........................................................................................................................................................27-13
Creating Rate Records for Truckload ...........................................................................................................28-1
Objectives ......................................................................................................................................................28-4
Rate Record ...................................................................................................................................................28-5
Multi-Cost Rule .............................................................................................................................................28-6
Example of Multi-Cost Rule..........................................................................................................................28-7
Quiz ...............................................................................................................................................................28-8
Quiz ...............................................................................................................................................................28-11
Summary........................................................................................................................................................28-12
Configuring Rate Preference and Rate Quality Factor................................................................................29-1
Objectives ......................................................................................................................................................29-4
Rate Preferences ............................................................................................................................................29-5
Example of Rate Preferences.........................................................................................................................29-6
Rate Preferences ............................................................................................................................................29-7
Quiz ...............................................................................................................................................................29-10
What is Rate Quality Factor?.........................................................................................................................29-11
Types of Cost.................................................................................................................................................29-12
Rate Quality Factor........................................................................................................................................29-13
Rate Quality Factor Configuration ................................................................................................................29-14

vi
Quiz ...............................................................................................................................................................29-18
Summary........................................................................................................................................................29-19
Querying for Truckload Rates .......................................................................................................................30-1
Scenario 2: Configuring OTM to Build, Tender, and Financial Settle a Multi-stop Shipment .....................30-2
Objectives ......................................................................................................................................................30-4
Rate Query.....................................................................................................................................................30-5
Quiz ...............................................................................................................................................................30-7
Summary........................................................................................................................................................30-8
Creating Rate Offerings and Rate Records for Less Than Truckload .......................................................31-1
Objectives ......................................................................................................................................................31-4
What is an LTL Rate?....................................................................................................................................31-5
What are Rate Unit Breaks? ..........................................................................................................................31-6
Example of Rate Unit Breaks? ......................................................................................................................31-7
Quiz ...............................................................................................................................................................31-9
What are Base and Master Rates?..................................................................................................................31-10
Example of Master Rate ................................................................................................................................31-11
External Sources for LTL Base Rates............................................................................................................31-12
LTL Rates In OTM........................................................................................................................................31-13
Quiz ...............................................................................................................................................................31-16
Quiz ...............................................................................................................................................................31-19
Summary........................................................................................................................................................31-20
Creating Itineraries .........................................................................................................................................32-1
Objectives ......................................................................................................................................................32-4
What is an Itinerary?......................................................................................................................................32-5
Itinerary Types...............................................................................................................................................32-6
Single Leg Itinerary .......................................................................................................................................32-7
Multi-stop Itinerary........................................................................................................................................32-8
Multi-leg Itinerary .........................................................................................................................................32-9
Quiz ...............................................................................................................................................................32-10
Quiz ...............................................................................................................................................................32-12
Quiz ...............................................................................................................................................................32-14
Summary........................................................................................................................................................32-16
Creating and Releasing Order Bases .............................................................................................................33-1
Scenario 2: Configuring OTM Build, Tender, and Financially Settle a Multi-stop Shipment ......................33-2
Objectives ......................................................................................................................................................33-4
What Can be Released? .................................................................................................................................33-5
Quiz ...............................................................................................................................................................33-7
Quiz ...............................................................................................................................................................33-9
Quiz ...............................................................................................................................................................33-11
Summary........................................................................................................................................................33-12
Creating a Status Type Filter .........................................................................................................................34-1
Scenario 2: Configuring OTM Build, Tender, and Financially Settle a Multi-stop Shipment ......................34-2
Objectives ......................................................................................................................................................34-4
Status Flow for Order Releases and Shipments.............................................................................................34-5
Quiz ...............................................................................................................................................................34-7
Quiz ...............................................................................................................................................................34-10
Summary........................................................................................................................................................34-11

vii
Bulk Planning Order Releases........................................................................................................................35-1

Objectives ......................................................................................................................................................35-4
What is Bulk Plan? ........................................................................................................................................35-5
Quiz ...............................................................................................................................................................35-7
Quiz ...............................................................................................................................................................35-9
Summary........................................................................................................................................................35-10
Re-sequencing Shipment Stops.......................................................................................................................36-1
Objectives ......................................................................................................................................................36-4
Required Data to Tender................................................................................................................................36-5
Quiz ...............................................................................................................................................................36-6
Manual Modifications to Shipments..............................................................................................................36-7
Quiz ...............................................................................................................................................................36-11
Quiz ...............................................................................................................................................................36-13
Summary........................................................................................................................................................36-16
Managing Payment Invoices...........................................................................................................................37-1
Objectives ......................................................................................................................................................37-4
Financials Overview ......................................................................................................................................37-5
Freight Payment.............................................................................................................................................37-6
Buy Shipments and Freight Payment.............................................................................................................37-7
Customer Billing ...........................................................................................................................................37-8
Sell Shipments and Customer Billing............................................................................................................37-9
Quiz ...............................................................................................................................................................37-10
Freight Payment Process ...............................................................................................................................37-11
Match Pay Process.........................................................................................................................................37-12
Match Pay Configuration...............................................................................................................................37-13
Match Rules...................................................................................................................................................37-14
Example of Match Rule.................................................................................................................................37-15
Quiz ...............................................................................................................................................................37-17
Auto Approve Rules ......................................................................................................................................37-18
Auto Pay Process ...........................................................................................................................................37-21
Auto Pay Configuration.................................................................................................................................37-22
Quiz ...............................................................................................................................................................37-26
Summary........................................................................................................................................................37-27
Case Study: Creating, Tendering, and Financially Settling a Multi-stop Shipment .................................38-1
Case Study: Creating, Tendering, and Financially Settling a Multi-stop Shipment ......................................38-2
Case Study Overview: Creating, Tendering, and Financially Settling a Multi-stop Shipment......................38-3
Scenario 3: Building a Multi-leg Shipment ...................................................................................................39-1
Objectives ......................................................................................................................................................39-3
Building a Multi-leg Shipment ......................................................................................................................39-5
Scenario: Build a Multi-leg Shipment ...........................................................................................................39-6
Viewing Public Data ........................................................................................................................................40-1
Objectives ......................................................................................................................................................40-4
View Public Data Information.......................................................................................................................40-5
Example of PUBLIC Data .............................................................................................................................40-6

viii
Quiz ...............................................................................................................................................................40-7
Quiz ...............................................................................................................................................................40-10
Summary........................................................................................................................................................40-11
Viewing Industry-defined Codes for Items....................................................................................................41-1
Objectives ......................................................................................................................................................41-4
Harmonized Tariff System (HTS) .................................................................................................................41-5
Standard Transportation Commodity Code (STCC)......................................................................................41-6
Summary........................................................................................................................................................41-9
Viewing Equipment Groups and Equipment Group Profiles for Ocean....................................................42-1
Objectives ......................................................................................................................................................42-4
Quiz ...............................................................................................................................................................42-6
Summary........................................................................................................................................................42-7
Viewing Service Providers and Rate Offerings for Truckload....................................................................43-1
Objectives ......................................................................................................................................................43-4
Summary........................................................................................................................................................43-6
Creating Rate Offerings and Rate Records for Vessel .................................................................................44-1
Objectives ......................................................................................................................................................44-4
Vessel Rate ....................................................................................................................................................44-5
Vessel Rates in OTM.....................................................................................................................................44-6
Vessel Rate Offering .....................................................................................................................................44-7
Quiz ...............................................................................................................................................................44-9
Quiz ...............................................................................................................................................................44-11
Quiz ...............................................................................................................................................................44-13
Summary........................................................................................................................................................44-14
Defining Accessorials and Special Services ...................................................................................................45-1
Objectives ......................................................................................................................................................45-4
What are Accessorials?..................................................................................................................................45-5
What are Special Services?............................................................................................................................45-6
Special Services on Shipments ......................................................................................................................45-7
Types of Extra Charges .................................................................................................................................45-9
Accessorials Versus Special Services............................................................................................................45-10
Quiz ...............................................................................................................................................................45-11
Quiz ...............................................................................................................................................................45-13
Rates OTM Can Use With Accessorials........................................................................................................45-14
Rates OTM Can Use With Special Services..................................................................................................45-15
Summary........................................................................................................................................................45-19
Creating Ground Schedules, Rate Offerings, and Rate Records for Rail ..................................................46-1
Objectives ......................................................................................................................................................46-4
Rail Versus Other Modes ..............................................................................................................................46-5
Rail Information on Locations.......................................................................................................................46-6
Rail Setup for Equipment ..............................................................................................................................46-7
Rail Attributes on Rate Offerings ..................................................................................................................46-8

ix
COFC / TOFC ...............................................................................................................................................46-9

Rail Attributes on Rate Records ....................................................................................................................46-10
Rail Route Codes ...........................................................................................................................................46-11
Rule 11 ..........................................................................................................................................................46-13
Intermodal Service Plan.................................................................................................................................46-14
Rate Service for Rail......................................................................................................................................46-15
Ground Schedules..........................................................................................................................................46-16
Quiz ...............................................................................................................................................................46-20
Summary........................................................................................................................................................46-25
Querying for Truckload, Vessel, and Rail Rates ..........................................................................................47-1
Objectives ......................................................................................................................................................47-4
Summary........................................................................................................................................................47-6
Creating Multi-leg Itineraries ........................................................................................................................48-1
Objectives ......................................................................................................................................................48-4
What is a Multi-leg Itinerary?........................................................................................................................48-5
Legs ...............................................................................................................................................................48-6
Quiz ...............................................................................................................................................................48-7
Equipment Assignment Type ........................................................................................................................48-8
Relationship of Itinerary Legs .......................................................................................................................48-9
Itinerary Leg Details: Truckload from Origin to Port....................................................................................48-10
Itinerary Leg Details: Vessel from Port to Port .............................................................................................48-11
Itinerary Leg Details: Rail from Port to Destination......................................................................................48-12
Quiz ...............................................................................................................................................................48-14
Summary........................................................................................................................................................48-16
Querying for Route and Rates........................................................................................................................49-1
Objectives ......................................................................................................................................................49-4
Quiz ...............................................................................................................................................................49-6
Summary........................................................................................................................................................49-7
Configuring Auto Assignment Rules..............................................................................................................50-1
Objectives ......................................................................................................................................................50-4
What is Auto Assignment? ............................................................................................................................50-5
What is an Auto Assignment Rule?...............................................................................................................50-6
Header Tab ....................................................................................................................................................50-7
Criteria Tab....................................................................................................................................................50-8
Definition Tab ...............................................................................................................................................50-9
Quiz ...............................................................................................................................................................50-10
Quiz ...............................................................................................................................................................50-12
Summary........................................................................................................................................................50-14
Creating Order Releases .................................................................................................................................51-1
Objectives ......................................................................................................................................................51-4
What is an Order Release?.............................................................................................................................51-5
Quiz ...............................................................................................................................................................51-6
An Order Release...........................................................................................................................................51-7
Order Constraints...........................................................................................................................................51-8

x
Types of Order Constraints............................................................................................................................51-9

Quiz ...............................................................................................................................................................51-11
Summary........................................................................................................................................................51-13
Configuring Audit Trail..................................................................................................................................52-1
Objectives ......................................................................................................................................................52-4
What is Audit Trail? ......................................................................................................................................52-5
Levels of Auditing .........................................................................................................................................52-7
Quiz ...............................................................................................................................................................52-9
Summary........................................................................................................................................................52-11
Planning Multi-leg Shipments ........................................................................................................................53-1
Objectives ......................................................................................................................................................53-4
Exporting Shipment Information...................................................................................................................53-5
Summary........................................................................................................................................................53-7
Case Study: Creating a Multi-leg Shipment..................................................................................................54-1
Case Study: Creating a Multi-leg Shipment ..................................................................................................54-2
Case Study Overview: Creating a Multi-Leg Shipment ................................................................................54-3
Appendix A: Viewing OTM Log Files ...........................................................................................................55-1
Appendix .......................................................................................................................................................55-2
Objectives ......................................................................................................................................................55-3
Types of Log Files.........................................................................................................................................55-4
Types of Log Files and Shipped Log Files ....................................................................................................55-5
Integration Log File .......................................................................................................................................55-6
System Log File.............................................................................................................................................55-7
Ad Hoc Log Files ..........................................................................................................................................55-9
Performance Ad Hoc Log File.......................................................................................................................55-10
User Log File.................................................................................................................................................55-11
User and Ad Hoc Log Files ...........................................................................................................................55-12
Summary........................................................................................................................................................55-14
Appendix B: Importing and Exporting Static Data via CSV.......................................................................56-1
Appendix .......................................................................................................................................................56-2
Objectives ......................................................................................................................................................56-3
Static Data Entry............................................................................................................................................56-4
A Mote About Entering Data Into OTM .......................................................................................................56-5
An Important Part of the OTM Data Model is Global Identifiers or GIDs....................................................56-6
Data Should Be imported in a Certain Order.................................................................................................56-7
Data Dictionary .............................................................................................................................................56-8
Load Static Data ............................................................................................................................................56-10
What is a CSV file? .......................................................................................................................................56-11
To Export CSV Files, You Need to Decide What to Export .........................................................................56-13
Then, You Need to Decide Where to Put the Results....................................................................................56-14
Certain Rules Must Be Followed for Editing CSV Files ...............................................................................56-17
You Can Import CSV Files into OTM Using One of These Methods...........................................................56-19
Results of Importing a Single CSV File via the OTM Integration Manager .................................................56-22
Summary........................................................................................................................................................56-24
Appendix C: Integrating OTM and EBS.......................................................................................................57-1
Appendix .......................................................................................................................................................57-2
Objectives ......................................................................................................................................................57-3
Provides out-of-the-box and seamless integration between OTM and EBS Accounts Payable in support of the
freight payment process flow.........................................................................................................................57-4

xi
First, you copy the EBS domain to an EBS client domain ............................................................................57-5
Create an external system for planned shipments out of OTM......................................................................57-6
You can edit the copied automation agents ...................................................................................................57-7
OTM setup supports mapping into Account Payables Open Interface AP_INVOICES_INTERFACE and
AP_INVOICE_LINES_INTERFACE...........................................................................................................57-8
OTM Voucher to Oracle EBS AP Integration ...............................................................................................57-9
OTM Voucher to Oracle EBS AP Integration (continued)............................................................................57-10
OTM Voucher to Oracle EBS AP Integration ...............................................................................................57-11
OTM Voucher to Oracle EBS Accounts Payable Integration Process Flow .................................................57-12
Summary........................................................................................................................................................57-13
Appendix D: Integrating OTM to E1.............................................................................................................58-1
Appendix .......................................................................................................................................................58-2
Objectives ......................................................................................................................................................58-3
JD Edwards EnterpriseOne to Oracle Transportation Management Integration Process Flow .....................58-4
The following data is loaded as master data into OTM .................................................................................58-6
The E1/OTM integration will support a multiple domain structure in OTM.................................................58-7
A SHIPPER domain is used when configuring OTM to integrate with JD Edwards E1...............................58-8
Create an external system to represent E1 and accept all flows out of OTM ................................................58-9
Three key integration points have been designed to be seamless between JDE E1 and OTM ......................58-10
An E1 purchase order is sent to OTM as an order base with lines ................................................................58-11
You can edit the copied automation agent for the purchase order flow.........................................................58-12
Five key integration points have been designed to be seamless between JDE E1 and OTM ........................58-13
An E1 sales order is sent to OTM as an order release with lines and ship units............................................58-15
Planned shipments from OTM to E1 includes the following: .......................................................................58-17
You can edit the copied automation agents for the sales order flow .............................................................58-18
E1 freight payment integration to OTM ........................................................................................................58-19
You can edit the copied automation agent for the financials flow.................................................................58-20
Technical Architecture Diagram of how E1 Enterprise Server connects to OTM.........................................58-21
Summary........................................................................................................................................................58-22

xii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Understand the transport process of your company.
Basic knowledge of transportation and logistics processes.
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized

OTM 6.0 Core Competence is an instructor-led course featuring lecture and hands-on exercises.
Online demonstrations and written practice sessions reinforce the concepts and skills introduced.

xiii
Related Publications
Oracle Publications
Title
Part Number
Oracle Transportation Management 6.0 Administration Guide
E14514
Oracle Transportation Management 6.0 Technical Architecture Guide
E14515
Oracle Transportation Management 6.0 Performance Monitoring and

Tuning Guide
E14516
Oracle Transportation Management 6.0 Branding Guide
E14517
Oracle Transportation Management 6.0 Structural Changes Guide
E14518
Oracle Transportation Management 6.0 Data Management Guide
E14519
Oracle Transportation Management 6.0 Integration Guide
E14520
Oracle Transportation Management 6.0 External Programming Interface E14521

Guide
Oracle Transportation Management 6.0 OAM Integration Guide
E14522
Oracle Transportation Management 6.0 XML Interface Changes
E14523
Oracle Transportation Management 6.0 Application Scalability Guide
E14524
Oracle Transportation Management Documentation Library Release 6.0 E14525
Additional Publications
Installation ReadMe
Data Dictionary
Data Dictionary Readme
XML Schema
Consolidated Update Installation Instructions
On Oracle Technology Network (OTN) at

http://www.oracle.com/technology/documentation/index.html

xiv
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.

For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

xv
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
SELECT last_name
FROM s_emp;
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions

xvi
Course Overview
Chapter 1
Course Overview
Chapter 1 - Page 1
OTM 6.0 Core Competence
Course Overview
Chapter 1 - Page 2
OTM 6.0 Core Competence Course Overview
Course Overview
Chapter 1 - Page 3
Course Flow
Four bands organize the course and your work in OTM. As you become familiar with these
bands, you become familiar with OTM.
The Bands
The bands are:
Business modeling where you define data in OTM to model the business process of orders
and shipments in your company. This includes locations, items, equipment, rates,
itineraries, etc.
Order management is where you create order bases and order releases as well as check
OTM statuses and audit data.
Transport planning where you build shipments, modify shipments, and handle statuses of
related business objects.
Shipment execution where you tender shipments, move shipments to their final
destinations, inform involved parties of current status, and settle financial procedures.
The Lessons
Each band contains a number of lessons.
Course Overview
Chapter 1 - Page 4
Lesson Content
Course Overview
Chapter 1 - Page 5
Oracle Transportation Management Overview
Course Overview
Chapter 1 - Page 6
Within Your Organization, You Are Implementing or Using OTM
Your organization may have recently purchased OTM and you are currently implementing it.
Or, your organization may be using OTM but you arent as familiar with it as you would like to
be. This course will help to familiarize you with the core functionality of OTM.
Since you are new to OTM, you are looking for more information on the core functionality
within the product. This class reviews business objects such as locations, service providers,
orders, and shipments. At the end of this class, youll have a better understanding of the core
areas of OTM that you will see over and over again.
Course Overview
Chapter 1 - Page 7
OTM is a Large Transportation Management System
OTM is a large transportation management system which enables organizations to manage

their supply chain. As an organization, you may have different modes of transportation you
use, different locations you support, and different ways of getting data into OTM. OTM has
different modules which your organization can use to help you support your business process.
Course Overview
Chapter 1 - Page 8
OTM Core Functionality
The modules available in OTM help you to bring together the different pieces of your
organizations supply chain to make it easier to manage. The main functionality of Oracle
Transportation Management includes:
Order management
Inventory management
Contract and rate management
Warehouse flow management
Business process automation
Configuration and administration
This class includes some of this main functionality as well as Transportation Operational
Planning.
Course Overview
Chapter 1 - Page 9
OTM Optional Modules
Oracle Transportation Operation Planning is a module that can be purchased separately:

Oracle Transportation Operational Planning - Supports all transportation moves, including
inbound and outbound, from simple point-to-point to complex multi-modal, multi-leg,
cross-docking operations, and continuous moves. Includes built-in engines for rating,
service time estimates, and location and carrier capacity reservations.
Oracle Freight Payment, Billing, and Claims - Automates the processes of internal and
external freight payment, customer billing, and managing freight claims. Supports match
and pay and auto-pay processes as well as door-to-door and cost plus billing models.
Even though these modules are not part of the OTM main functionality, they will be
discussed in detail in this training class.
Course Overview
Chapter 1 - Page 10
OTM Optional Modules (continued)
The following optional OTM modules are available but not discussed in this class:
Oracle Forwarding and Brokerage Operations - Collaborative environment creating
shipments from quotes for services across all modes. Tracks domestic and international
freight movements, and streamlines job management, including complete visibility to
revenue, expenses, and profitability.
Oracle Logistics Inventory Visibility - View inventory on-hand from multiple distribution
centers, view inventory in-transit, and see multiple inventory views at multiple levels
supporting Vendor Managed Inventory (VMI) processes down to the SKU level.
Oracle Transportation Sourcing - Streamlines and enhances the entire sourcing and
procurement process via its integration with Oracle Transportation Management. Oracle
Transportation Sourcing extracts shipment date to build bid packages. Oracle
Transportation Sourcing will optimize those bid packages and loads the awarded bids and
rates back into Oracle Transportation Management. This serves to greatly enhance the
accuracy of the bid package as well as reduce the time and overhead it takes to run a
procurement cycle.
Course Overview
Chapter 1 - Page 11
OTM Optional Modules (continued)
The additional optional OTM modules are available but not discussed in this
class:
Oracle Transportation Cooperative Routing - Enables you to strategically examine the use
of fleet resources in the supply chain. It does this by identifying historical shipping
patterns and determining optimal asset utilization, while bringing visibility to potential
continuous move opportunities. The strategic plan that Oracle Cooperative Routing creates
is considered within Oracle Transportation Managements operational plan, ensuring that
the fleet is deployed properly and the benefits of the plan are realized. As a result of this
process, fleet operators can decrease transportation costs, increase committed capacity
availability, and increase trading partner, service provider, and customer satisfaction.
Oracle Fusion Transportation Intelligence Transforms transportation data into logistics
information. Users can aggregate, view, monitor, and analyze company and trading
partner supply chain performance from a central dashboard. Oracle Fusion Transportation
Intelligence provides you with the ability to quickly and easily manage vital logisticsrelated Key Performance Indicators (KPIs) from a single, global, open system.
Course Overview
Chapter 1 - Page 12
Oracle Fleet Management - Manages the resources involved in fulfilling the order and
shipment (driver, trucks, trailers, containers, drivers, etc). This will allow you to manage
your orders and shipments and determine the best way to fulfill them by utilizing internal
capacity (private or dedicated fleet) or third-party capacity (external service provider rates
and resources), as appropriate, all in one system.
Course Overview
Chapter 1 - Page 13
Scenarios
Course Overview
Chapter 1 - Page 14
OTM 6.0 Core Competence Course Summary
Course Overview
Chapter 1 - Page 15
Course Overview
Chapter 1 - Page 16
OTM Terminology
Chapter 2
OTM Terminology
Chapter 2 - Page 1
Basic OTM Concepts
OTM Terminology
Chapter 2 - Page 2
Objectives
OTM Terminology
Chapter 2 - Page 3
What is OTM From a Technical Standpoint?
OTM Terminology
Chapter 2 - Page 4
OTM Domains
OTM separates your client data using domains. Within the database, OTM consists of one or
more client-defined domains. The domains share the database tables but the domains own the
rows. This defines each domains access to data within OTM. Different users can see and use
different data. You set up your domain structure to meet your business needs. For example:
Service Provider A can only see their rates and shipments.
The supplier domain can only see their purchase orders.
OTM Terminology
Chapter 2 - Page 5
Public Domain
Often the public domain contains general information, such as currencies and country codes.
When installing OTM, certain information is always installed into the public domain. One
recommendation is to have your own company-specific domain which contains data specific to
your company.
You can also add your own specific information. This means that the public data you see in
this class might not be available as public data in your installation of OTM.
OTM Terminology
Chapter 2 - Page 6
Examples of Domains
You set up domains to meet your business needs. For example, you may define domains by
types of users.
Service provider domain
Business unit domain
Supplier domain
OTM Terminology
Chapter 2 - Page 7
Child Domains
You can define what access a subdomain has to the parent domain. By default, a parent domain
can see all child data but not vice versa.
When domains are created, you can specify the amount of default data to be copied to the new
domain. In a stand-alone domain, OTM copies all of the default data to that domain. In a
reference domain, the default data is not copied; OTM points to an existing stand-alone domain
to access the default data.
OTM Terminology
Chapter 2 - Page 8
When Implementing OTM, You Need to Load Your Business

Specific Data
Each of your organizations is different than any other organization. For example, you have
specific locations, carriers that you use, and rates provided by those carriers. When you
implement OTM, you first need to load your specific data so that OTM can plan and optimize
your transportation based on your business needs.
OTM Terminology
Chapter 2 - Page 9
A Location is a Fixed Node or Point Where Cargo is Shipping to,

Shipping From, or Flowing Through
A location is a fixed node or point where cargo is shipping to, shipping from, or flowing
through. You should include as much geographical information as possible in a location so that
OTM can effectively use them in orders, rates, and shipments. Examples of locations are:
distribution centers, airports, plants, cross-docks, etc.
Each location you create must also have a corporation. Corporations are used to group
locations for a company.
A location can also have address information.
Time zone is used when calculating shipment start and end times. OTM can pre-populate
time zone based on city, state/province, postal code, and country.
OTM may calculate distance using latitude and longitude.
OTM Terminology
Chapter 2 - Page 10
A Calendar Allows or Limits Activities at a Location
A calendar in OTM allows or limits activities at a location. They are taken into account during
the planning process.
On a location, you assign a calendar on the Roles tab. Location roles are used to identify
the function of a location. Examples are: SHIPFROM/SHIPTO, AIRPORT, and
CONSOLIDATION POOL.
You can specify the transportation related activities such as receive, load, and unload as
well as when you can perform these activities at the location.
There are also overrides available to override the existing calendar for occasions such as
holidays.
Calendars can also be assigned in other areas of OTM including on contacts and service
providers.
OTM Terminology
Chapter 2 - Page 11
A Contact is a Person or System to Which You Want to Send

Notifications or Tenders
A contact is a person or system to which you want to send notifications or tenders.

On a location, you assign a contact on the Communication and Remarks tab.
You can indicate the communication method including email and Message Center.
Language spoken indicates the language in which the tender notification is sent.
Each location can have multiple contacts associated with it and these contacts can be
notified when an event occurs within OTM.
Contacts can also be assigned in other areas of OTM including on service providers.
OTM Terminology
Chapter 2 - Page 12
Service Providers and Rates
OTM includes information about your service providers (or carriers) and their rates. Lets look
at this in a little more detail.
OTM Terminology
Chapter 2 - Page 13
A Service Provider is a Company Which Provides Some Sort of

Service to You
A service provider is a company which provides some sort of service to you. In OTM, a service
provider can have many different meanings. A service provider can be a carrier, a freight
forwarder, a 3PL, etc.
Similar to locations, a service provider also has a corporation.
Mode profile is a grouping of transportation modes that a carrier can accommodate.
You can indicate if a service provider supports broadcast tenders or spot bids.
Similar to locations, you add address and contact information for your service provider.
When you create a service provider, OTM also creates a corresponding location behind the
scenes with a location role of CARRIER.
OTM Terminology
Chapter 2 - Page 14
Rates are Used by Service Providers to Define the Cost of a

Transportation-Based Service
Rates are used by service providers to define the cost of a transportation-based service. Rates
are comprised of four, key components:
Rate distance determines the distance from one location to another location.
Rate service determines the time required to transport goods from one location to another
location.
Rate offering contains the contract level data specific to a service provider.
Rate record contains specific costing data from one location to another.
OTM Terminology
Chapter 2 - Page 15
Additional Data is Defined Specific to Your Business
OTM Terminology
Chapter 2 - Page 16
Items Are What You Are Shipping From One Location to Another
Location
In OTM, items are what you are shipping from one location to another location. You do not
need to define items within OTM but entering this data for frequently shipped items saves you
time when entering orders.
You can enter various industry identifiers such as NMFC, STCC, HTS plus your own user
defined IDs.
There is also a Commodity ID available. A commodity in OTM is used to group items that
have similar shipping characteristics. Commodity is used during equipment selection.
Within packaged items, you will see there is more detail about the packaging, weight, and
volume. Packaged item can be set up in a variety of ways to support your business
process.
- How is the item packaged?
- Do you ship your packaged items on pallets?
- How many items fit into a box and how many boxes fit onto a pallet?
- This can be set up on your item.
OTM Terminology
Chapter 2 - Page 17
Equipment is Used to Transport Items From One Location to

Another Location
Equipment is used to transport items from one location to another location. Within OTM, there
are various levels of equipment including equipment group, equipment group profile, and
equipment group profile set.
Equipment represents the physical equipment instance to be used in the movement of a
shipment from one location to another.
Equipment type defines the characteristics of an equipment group.
Equipment group identifies different kinds of equipment such as a dry van, trailer, or
container.
You can then group and categorize your equipment groups.
Equipment group profile categorizes equipment groups which have a common attribute.
Equipment group profile set allows OTM to evaluate multiple equipment options within
an itinerary when planning multi-stop or multi-leg shipments.
OTM Terminology
Chapter 2 - Page 18
An Itinerary Determines the Specific Route for a Shipment
An itinerary determines a specific route for a shipment. Itineraries are used as a filter which
narrows down the options for OTM to consider when building shipments. When planning
shipments, OTM looks for valid itineraries early in the planning process. To determine if an
itinerary is valid, OTM looks at geography, weight/volume, equipment data, mode profile, and
other data. If multiple itineraries can be used for a shipment, OTM picks the least cost
itinerary.
You can define the lane based on geography or region.
The multi-stop itinerary check box lets you indicate if this itinerary can be used to build
multi-stop shipments.
You can set a minimum and a maximum for different factors such as weight and volume.
The Lane Definitions tab is generated based on the lane selected on the previous tab.
The List Legs tab lists all the legs in an itinerary.
Within legs, you define the order in which the legs occur, which leg is the primary leg,
equipment information, and mode information.
OTM Terminology
Chapter 2 - Page 19
Once Configured, You Can Begin to Use OTM for Your

Transactions on a Day to Day Basis
OTM Terminology
Chapter 2 - Page 20
Orders Represent the Requirement to Move Freight From One

Point to Another
An order represents the requirement to move freight from one point to another point.
In many instances, orders are created in an external order management system or
enterprise resource planning (ERP) system and sent into OTM for transportation
management and planning.
You can also enter your orders manually through the OTM user interface.
Orders can be entered at one of two levels: as an order base or an order release.
OTM Terminology
Chapter 2 - Page 21
An Order Base Includes Detailed Information About an Order
An order base includes detailed information about an order and represents a production order,
open purchase order, or detailed orders.
Generally, you enter an order as an order base if you want to incrementally release the
order over a period of time.
To plan an order base, you need to create a order release for that order base. You can have
multiple order releases for one order base.
Order bases are optional. If your business deals with orders that ship completely, one at a
time, you can bypass entering an order base and just enter an order release.
The high level information you can enter on an order base includes: reference numbers,
involved party, source/destination locations, ship unit, or item data.
You can also enter constraints on your order base such as equipment, transport mode,
service provider, and rate.
OTM Terminology
Chapter 2 - Page 22
An Order Release Signifies an Order is Ready to Ship
An order release signifies an order is ready to ship.

An order release can be created from an order base. Or, if your order is ready for planning
and does not need to be incrementally released, you can enter it directly as an order
release.
Regardless of whether you are entering order bases or order releases, you must have: a
source location and a destination location plus items to ship.
As with an order base, the high level information you can enter on an order release
includes: reference numbers, involved party, source/destination locations, ship unit, or
item data.
You can also enter constraints on your order release such as equipment, transport mode,
service provider, and rate.
OTM Terminology
Chapter 2 - Page 23
An Order Movement Enables You to Plan Portions of an Order

Release Based on Routing
An order movement enables you to plan portions of an order release based on routing. For
example, you may have:
One transport planner to manage exporting an order from source to port.
A second transport planner to manage ocean movements from port to port.
A third transport planner to manage importing the order from port to destination.
To accommodate this example, you would generate one order movement for each itinerary leg:
export, ocean, and import. Each transport planner can then manage and build shipments for
each order movement.
OTM Terminology
Chapter 2 - Page 24
OTM Enables You to Plan Your Orders into Shipments
OTM enables you to plan your orders into shipments through planning and consolidation.
OTM can consolidate two or more orders into one or more shipments to achieve a lower
cost. OTM looks at the business rules you set up and determines the best way to
consolidate your orders.
You may also have a large order which needs to be split into multiple shipments. OTM
can handle this scenario as well.
OTM Terminology
Chapter 2 - Page 25
OTM Can Plan Each Order into its Own Shipment
Once you have orders in OTM, you can plan them into shipments. Depending on your business
needs, you may want to have a one to one relationship between orders and shipments. In this
instance, you would plan each order into its own individual shipment.
Prior to shipment planning, you need to define your business rules in OTM so the plan that is
created can be executed. To minimize changes to shipments after they are planned, it is
important for you to keep your business rules and parameters up to date in OTM so that OTM
makes the optimal decision for your business process.
OTM Terminology
Chapter 2 - Page 26
Buy vs. Sell Shipments
Buy shipment: Oracle client ABC Wholesalers tenders freight to Carrier XYZ. Carrier
XYZ then bills ABC Wholesalers for the service of moving the freight.
Sell shipment: Oracle client 123 3PL plans the transportation for Shipper 456 and then
bills Shipper 456 for planning the movement of their freight.
Because of these two types of shipments, often you need to define whether a rate, for example,
is a buy perspective or a sell perspective. Rates that are buy perspective are used for creating
buy shipments, whereas rates that are a sell perspective are used for billing purposes.
It is only who is buying or selling transportation services that matter. E.g., As a shipper, you
can sell goods on a buy shipment.
OTM Terminology
Chapter 2 - Page 27
OTM Enables You to Manage Your Shipments
OTM enables you to:

manage your shipments
tender your shipments
add real world events against your shipments
Shipments are created from one or more order releases or order movements and represent the
movement of freight from one location to another location. All details associated with the
transportation activity are included on the shipment.
Note the service provider and transport mode for this shipment.
Under More, can see your cost information, which rates and itinerary were used for this
shipment, weight, and volume.
You can see shipment cost information, reference numbers, any involved parties assigned
to the shipment, and the equipment assigned to the shipment.
You can also see the shipment stops. Within the shipment stops, you can see the ship units
and item information associated with that stop.
OTM Terminology
Chapter 2 - Page 28
A Tender is a Notice Sent to the Service Provider with an Offer to

Move the Cargo
When a shipment is tendered, a notice is sent to the service provider with an offer to move the
cargo. OTM can be set up so that a shipment is tendered manually or automatically. When a
shipment is tendered, OTM sends a notification to the service provider and starts a timer. The
timer defines how long the service provider has to respond to the tender. The service provider
can either accept or decline the shipment and this information is updated on the shipment and
the appropriate action is taken.
OTM Terminology
Chapter 2 - Page 29
Service Providers Can Send Information About Shipments to

OTM Using Shipment Events
Service providers and other third parties can send real world information about shipments into
OTM using a shipment event. Shipment events describe what has happened, why it happened,
when it happened, and where it happened. When a shipment event is received, OTM may
perform pre-programmed actions. For example, if a shipment event indicates a shipment has
been delayed, OTM recalculates the arrival time and departure time for the remaining stops of
the shipment.
OTM Terminology
Chapter 2 - Page 30
You Are Beginning to Understand the Key Functionality Within

OTM
You started the lesson wanting to understand more about the key functionality within OTM. To
summarize, this lesson reviewed areas such as:
Order management including items, order base, order release, and order movement.
Shipment management including equipment group, equipment group profile, location,
calendar, itinerary, and shipment.
Contract and rate management including service provider, rate distance, rate service, rates
offering, and rate record.
Business process automation including contact and automation agents.
Now, lets move on to the remainder of this class where learn much more about each of the
areas of OTM.
OTM Terminology
Chapter 2 - Page 31
Summary
OTM Terminology
Chapter 2 - Page 32
Navigating OTM
Chapter 3
Navigating OTM
Chapter 3 - Page 1
Basic OTM Concepts
Navigating OTM
Chapter 3 - Page 2
Objectives
Navigating OTM
Chapter 3 - Page 3
OTM Can be Customized for a User
Navigating OTM
Chapter 3 - Page 4
User Roles Control the Data Each User Can Access
OTMs global, multi-domain data model enables multiple customers secure access to their
individual information.
User access is granted through the use of a user role. A user role controls the data each user can
access as well as functional security for that user within OTM. With the appropriate setup, a
user can toggle between multiple roles without logging in and out of OTM. In this example,
you have four corporations each with their own data. Each corporation has different user roles
such as planner, buyer, or shipper. In addition to having their own public data, each user may
have their own data which only they can see.
Navigating OTM
Chapter 3 - Page 5
User Preferences Enable You to Display Certain Data You

Specify
User preferences enable you to display certain data in a way that you specify. These are the
default display settings and can be assigned for an entire domain, for a specific user, or for a
specific user level. For example, a user in Europe may want to see a different date format,
different language, and a different day of the week start than a user in the United States.
In this example, the following user preferences are set:
The default Ask OTM State is visible. Every time you log into OTM, the Ask OTM
toolbar will be visible.
The date format is YYYY-MM-DD.
The day-of- week start is Monday.
The language is en which stands for English.
Navigating OTM
Chapter 3 - Page 6
Log Into OTM
To log into OTM, you need a combination of a user name and a password. The login
requirements can be customized to meet your business needs.
Requirement options for login include:
Remember Me check box
User password expiration
Warning period to alert user the password is about to expire
History of already used passwords that cannot be re-used
A lockout duration when a user exceeds the maximum number of login attempts
Number of days to allow a login to be dormant before expiring the user account
Login history to keep track of when a user logs in or attempts to log in to OTM
Rules that define the content of a password
You can also use a nickname to log into OTM as an alternate user ID
Navigating OTM
Chapter 3 - Page 7
Guided Demonstration 1 Overview: Logging Into and Navigating

OTM
Navigating OTM
Chapter 3 - Page 8
Quiz
Answers: 1
Quiz Specifications:
Navigating OTM
Chapter 3 - Page 9
Practice 1 Overview: Logging Into OTM
Navigating OTM
Chapter 3 - Page 10
Quiz
Answers: 2
Navigating OTM
Chapter 3 - Page 11
Practice 2 Overview: Navigating the OTM Online Help
Navigating OTM
Chapter 3 - Page 12
Practice 3 Overview: Creating an OTM Nickname
Navigating OTM
Chapter 3 - Page 13
OTM Additional Resources
Navigating OTM
Chapter 3 - Page 14
Guided Demonstration 2 Overview: Viewing Additional OTM

Resources
Navigating OTM
Chapter 3 - Page 15
Summary
Navigating OTM
Chapter 3 - Page 16
Adding and Retrieving OTM

Data
Chapter 4
Adding and Retrieving OTM Data

Chapter 4 - Page 1
Basic OTM Concepts

Chapter 4 - Page 2
Objectives

Chapter 4 - Page 3
Guided Demonstration 1 Overview: Searching in OTM

Chapter 4 - Page 4
SmartLinks

Chapter 4 - Page 5
Actions

Chapter 4 - Page 6
Quiz
Answers: 2
The correct answer is False. SmartLinks only allow you to view information about
business objects, while actions allow you to edit information on business objects.

Chapter 4 - Page 7
Guide Demonstration 2 Overview: Adding and Editing Records

Chapter 4 - Page 8
Quiz
Answers: 1
The correct answer is True. You must click Finished to save any data to the OTM
database.

Chapter 4 - Page 9
When Two People Edit the Same Data Simultaneously
For example, User 1 and User 2 are logged in to OTM as COREDEMO.ADMIN and both have
the location DALLAS_LOCATION open for editing. User 2 saves their changes first and a
minute later User 1 saves their changes. As User 1 saves their changes, OTM displays a
warning.
If he clicks show changes, OTM displays the changes User 1 made as well as what
changes User 2 made.
At this point, User 1 must decide whether to discard the first persons (User 2s) changes
and click Save to save their (User 1s) changes. Or, to discard his own changes by clicking
cancel.

Chapter 4 - Page 10
Saved Queries
Next, lets look at saved queries.

You can define saved queries in OTM; that is, queries which contain pre-defined search and
sort parameters.
Saved queries can be created for certain business objects such as location or order.
Saved queries are domain, not user, specific.
For example, you are an OTM planner responsible for the locations in California. You want to
define a saved query so that when you go to the location query page, you can quickly find all
California locations.

Chapter 4 - Page 11
Guide Demonstration 3 Overview: Creating and Running Saved

Queries

Chapter 4 - Page 12
Quiz
Answers: 1

Chapter 4 - Page 13
Practice 1 Overview: Querying for Records

Chapter 4 - Page 14
Practice 2 Overview: Adding and Editing Records

Chapter 4 - Page 15
Quiz
Answers: 3

Chapter 4 - Page 16
Practice 3 Overview: Creating Saved Queries

Chapter 4 - Page 17
Summary

Chapter 4 - Page 18
Defining User Favorites

Chapter 5

Chapter 5 - Page 1
Basic OTM Concepts

Chapter 5 - Page 2
Objectives

Chapter 5 - Page 3
Guided Demonstration 1 Overview: Defining User Favorites

Chapter 5 - Page 4
Quiz
Answers: 1

Chapter 5 - Page 5
Guided Demonstration 2 Overview: Reconfiguring a Results Page

Chapter 5 - Page 6
Quiz
Answers: 1

Chapter 5 - Page 7
Practice 1 Overview: Defining User Favorites

Chapter 5 - Page 8
Summary

Chapter 5 - Page 9

Chapter 5 - Page 10
Setting OTM Preferences

Chapter 6

Chapter 6 - Page 1
Basic OTM Concepts

Chapter 6 - Page 2
Objectives

Chapter 6 - Page 3
User Preferences

Chapter 6 - Page 4
Assign User Preferences

Chapter 6 - Page 5
Quiz
Answers: 2

Chapter 6 - Page 6
Business Monitor
For example, you are the OTM planner and you want the Business Monitor to keep track of:
Orders which are not available for planning
Orders which are ready to be planned into shipments
New shipments

Chapter 6 - Page 7
Setting Up a Business Monitor

Chapter 6 - Page 8
Guided Demonstration 1 Overview: Creating and Viewing

Business Monitors

Chapter 6 - Page 9
Practice 1 Overview: Copying and Editing User Preferences

Chapter 6 - Page 10
Practice 2 Overview: Assigning User Preferences

Chapter 6 - Page 11
Quiz
Answers: 2

Chapter 6 - Page 12
Summary

Chapter 6 - Page 13

Chapter 6 - Page 14
Scenario 1: Creating Orders

and Planning Shipments in
OTM
Chapter 7
Scenario 1: Creating Orders and Planning Shipments in OTM

Chapter 7 - Page 1

Chapter 7 - Page 2
Scenario: Creating Orders and Planning Shipments in OTM
In this scenario, you are going to see the process of managing orders and shipments in OTM.
You will create orders within OTM and view the status related to your order. You are then
going to plan a multi-stop truckload shipment and tender your shipment. Finally, you are going
to add real world events against your shipment, called shipment events, and view the visibility
information for your shipment.
Specifically, the multi-stop shipment you will be planning is an outbound shipment for
BestSport Corporation from a distribution center in Portland, OR to a store in Salem, OR and a
second store in Tillamook, OR.
You create multi-stop shipments for multiple orders of sporting goods, all originating in
Portland, and with a destination of either Salem or Tillamook.
Shipments can be transported by one of two truckload carriers, either Forest Green
Trucking or Northwest Truck Lines.
You tender the shipments to the selected carriers and accept the tender on behalf of the
service provider.
Acting for the service provider, you will enter events against the shipments.

Chapter 7 - Page 3
In this scenario, you will:

Enter orders into OTM
Check the OTM status of your orders
Plan a multi-stop shipment from your orders
Check the OTM status of your orders to see how its changed
Manually modify your shipment
Tender your shipment
Accept the tenders on behalf of the service providers
Enter real world shipment events
View the visibility information for your shipment

Chapter 7 - Page 4
Business Scenario
You are the transport planner at BestSport Corporation in Portland, Oregon, USA. Your
responsibility is to manage orders and shipments for BestSport.
BestSport has retail outlets throughout Oregon that order their goods from the distribution
center in Portland, Oregon.
Among those retail outlets are the stores in Salem, OR and Tillamook, OR.

Chapter 7 - Page 5

Chapter 7 - Page 6
Managing Orders in OTM

Chapter 8

Chapter 8 - Page 1

Chapter 8 - Page 2

Chapter 8 - Page 3
Objectives

Chapter 8 - Page 4
What are Order Bases and Order Releases?
Order Bases
An order base represents a production order, open purchase orders, or detailed orders.
Generally, you use order bases when you want to incrementally release the order over a period
of time. Order bases are optional. If your business deals with orders that ship completely at one
time, you can enter order releases directly and skip order bases.
Order Releases
When you are ready to ship part or all of an order base, you create an order release which is the
shippable amount. An order release in OTM represents the requirement to move cargo from
one location to another.

Chapter 8 - Page 5
What are Order Movements?
Order movements allow you to plan portions of an order release based on routing. For
example, you have one order release and you want:
- One transport planner to manage exporting the order from source to port.
- A second transport planner to manage ocean transports from port to port.
- A third transport planner to manage importing the order from port to destination.
To accommodate this, you would generate one order movement for each itinerary leg:
export, ocean, and import. Each transport planner can then manage and build shipments
for each order movement.
Starting in OTM 6.0, order movements are automatically created when planning an order
release into a shipment regardless of whether you want to plan each leg separately.

Chapter 8 - Page 6
Quiz
Answers: 1
Quiz Specifications
The correct answer is Order Base.

Chapter 8 - Page 7
Order Requirements

Chapter 8 - Page 8
Creating Order Releases
When an order base is ready for shipping, you must create an order release since you cannot
plan shipments from an order base. To create an order release, you can:
Release all or part of an order base
Create a new order release

Chapter 8 - Page 9
How to Define Order Contents?
You define the contents of your order in terms of ship units or line items.
Ship units describe packaging characteristics and optionally the goods in each package.
For example, you can define the order in terms of pallets and then define what is on those
pallets.
Line items describe the goods on the order. That is, you can define the order in terms of
specific packaged items.

Chapter 8 - Page 10
When to Use Ship Units and Line Items?
Knowledge about the order contents when entering the order and what kind of information to
track determines whether you use ship units, line items, or both.
If, at the time of entering the order, you know:
- Only the kind of ship unit your goods will be shipped on, then you define your order
with ship units and optionally add information about the contents at a later time.
- Exactly what kind of goods will be shipped, then you can define your order with line
items. You also have the option of defining ship units with ship unit line items.

Chapter 8 - Page 11
Quiz
Answers: 1
Quiz Specifications
The correct answer is True. Entering orders as ship units enables you to only define what
your order is shipping on without adding the detailed line items. If you choose, you can
add information about the contents of the ship unit at a later time.

Chapter 8 - Page 12
Guided Demonstration 1 Overview: Viewing Order Releases With

Line Items

Chapter 8 - Page 13
Guided Demonstration 2 Overview: Viewing Order Releases With

Ship Units

Chapter 8 - Page 14
Practice 1 Overview: Creating Order Releases with Line Items

Chapter 8 - Page 15
Summary

Chapter 8 - Page 16
Viewing OTM Statuses

Chapter 9

Chapter 9 - Page 1

Chapter 9 - Page 2

Chapter 9 - Page 3
Objectives

Chapter 9 - Page 4
What is OTM Status?
Throughout OTM, certain business objects have statuses associated with them. Examples of
business objects with statuses include location, order base, order release, shipment, and
invoice. Statuses consist of a:
Status type which represents a class of actions that can occurring during the OTM process.
Status value which is associated with a status type and represents specific actions for the
record.

Chapter 9 - Page 5
Quiz
Answers: 1, 3
Quiz Specifications
The correct answer is Shipment and Location.

Chapter 9 - Page 6
Order Release Statuses

Chapter 9 - Page 7
Order Release Status Type PLANNING
For example, the order release has a status type of PLANNING which identifies the planning
state of the order release from a buy perspective. The status values associated with a status type
of PLANNING change depending on the OTM processes that have run.
The initial status value of an order release is NEW.
When an order release is planned into a shipment, the status value is set to PLANNEDFINAL. If, for some reason, an order release fails to plan, the order release status is set to
PLANNED-FAILED.
When all shipments associated with an order release are moved to execution, the status
value is set to EXECUTED-FINAL.
If an order release was planned on a shipment and then unassigned at a later date, the
status value is set to UNSCHEDULED.
Using status types and status values, you can see where a business object is in the OTM
process. You can also create your own statuses based on your business process.

Chapter 9 - Page 8
Guided Demonstration 1 Overview: Viewing Order Release

Statuses

Chapter 9 - Page 9
Practice 1 Overview: Viewing Order Release Statuses

Chapter 9 - Page 10
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. An order release status value of PLANNING_NEW
indicates that a shipment has not been planned for this order release. This is the initial
value for an order release.

Chapter 9 - Page 11
Summary

Chapter 9 - Page 12
Planning Shipments
Chapter 10
Planning Shipments
Chapter 10 - Page 1
Planning Shipments
Chapter 10 - Page 2
Planning Shipments
Chapter 10 - Page 3
Objectives
Planning Shipments
Chapter 10 - Page 4
What is a Shipment?
Shipments are created from one or more order releases and represent the movement of
freight from one location to another.
All details associated with the transportation activity are on the shipment including:
- Service provider
- Stop information
- Pickup and delivery times
- Equipment
- Transport mode
- Ship unit and/or item detail
- Rate data
Planning Shipments
Chapter 10 - Page 5
Order Releases and Shipments
When OTM performs planning and optimization, there may be:

One order release on one shipment
Multiple order releases on one shipment
One order release on multiple shipments
Planning Shipments
Chapter 10 - Page 6
Shipment Manager
Once a shipment is created from an order release(s), the shipment manager is used to monitor
shipment activity; modify shipments; create shipments and shipment templates; and perform
various shipment related tasks including:
Tendering shipments
Changing service provider
Changing equipment group
Changing arrival and departure times
Adding pickup and delivery appointment times
Planning Shipments
Chapter 10 - Page 7
Quiz
Answers: 1, 3, 4
Quiz Specifications
Planning Shipments
Chapter 10 - Page 8
Business Rules Affect Shipment Planning
Planning Shipments
Chapter 10 - Page 9
Customize Shipment Planning Using a Parameter Set
A parameter set contains a list of parameters. Each parameter controls how OTM performs
different processes.
OTM ships with a default parameter set that specifies the standard process used when
building shipments.
You can customize shipment planning and other processes to your business process using
parameter sets. Creating a new parameter set and assigning it to your domain or user
ensures OTM uses the proper parameters to meet your business processes during planning
and optimization.
Planning Shipments
Chapter 10 - Page 10
Shipment Perspective
In this course, we focus on buy shipments.
Planning Shipments
Quiz
Answers: 2
Quiz Specifications
Planning Shipments
Guided Demonstration 1 Overview: Planning Multi-stop

Shipments
Planning Shipments
Practice 1 Overview: Planning Multi-stop Shipments
Planning Shipments
Practice 2 Overview: Mapping Shipments
Planning Shipments
Practice 3 Overview: Viewing Order Statuses
Planning Shipments
Quiz
Answers: 1
Quiz Specifications
Planning Shipments
Summary
Planning Shipments
Manually Modifying
Shipments
Chapter 11
Manually Modifying Shipments

Chapter 11 - Page 1

Chapter 11 - Page 2

Chapter 11 - Page 3
Objectives

Chapter 11 - Page 4
What is a Manual Modification?
OTM creates the best shipment given the constraints you specify. Often the results of the
shipment plan go directly into the tendering/booking process with carriers.
However, there may be certain times when you need to make a change after the shipment
has been created. For example:
- A strike for one of your carriers started this morning so you need to manually change
any shipments assigned to that carrier to a different one.
- You need to re-sequence a multi-stop shipment.
To minimize manual changes to the shipment plan, it is important to keep your business
rules and parameters up-to-date in OTM so that OTM makes the optimal decision for your
business process.
An alternative to modifying shipments is to modify you order constraints and re-plan your
orders.

Chapter 11 - Page 5
Shipment Actions
Shipment actions allow you to add or change data on shipments.

Some actions can be performed on several shipments at once, and other actions can be
performed on only one shipment at a time.
Certain actions can only be performed at certain times based on the status; for example,
you cannot choose the Tender Shipment action when the shipment is already tendered. But
you can choose the Re-Transmit Tender action. Shipment actions include:
- Change Service Provider
- Change Shipment Costs
- Change Shipment Details
- Change Shipment Stops

Chapter 11 - Page 6
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. You can re-sequence stops on a shipment using shipment
actions.

Chapter 11 - Page 7
Guided Demonstration 1 Overview: Changing Service Providers

Chapter 11 - Page 8
Practice 1 Overview: Changing Service Providers

Chapter 11 - Page 9
Quiz
Answers: 3
Quiz Specifications
The correct answer is Total Actual Cost.

Summary


Tendering Shipments
Chapter 12
Tendering Shipments
Chapter 12 - Page 1
Tendering Shipments
Chapter 12 - Page 2
Tendering Shipments
Chapter 12 - Page 3
Objectives
Tendering Shipments
Chapter 12 - Page 4
What is Tendering?
Tendering Shipments
Chapter 12 - Page 5
Types of Tendering
Tendering Shipments
Chapter 12 - Page 6
Manually Tendering Processes
When manually tendering a shipment to a specific service provider, you can use the one stop or
two-step process.
The one-step process is used if there is one planner managing the entire move. By
selecting the Secure Resources action, the planning for the shipment is finalized and the
shipment is tendered to the carrier. The shipment status values are set to
REVIEWED_EXECUTE and SECURE RESOURCES_TENDERED.
The two-step process is used if there are two people involved in the process, one who
finalizes the planning and another who arranges the transportation. There are two actions
associated with this process:
- The Approve for Execution action indicates a shipment has completed the planning
process and is ready for tendering. The shipment status value is set to
REVIEWED_EXECUTE.
- The Tender Shipment action sends the notification to the carrier with detailed
information about the move. The shipment status value is set to SECURE
RESOURCES_TENDERED.
Tendering Shipments
Chapter 12 - Page 7
Tendering to a Specific Service Provider
Tendering Shipments
Chapter 12 - Page 8
How to Accept or Decline the Tender
Tendering Shipments
Chapter 12 - Page 9
Quiz
Answers: 2
Quiz Specifications
The correct answer is The tender is withdrawn and potentially re-tendered to another
service provider.
Tendering Shipments
Guided Demonstration 1 Overview: Tendering Shipments and

Accepting Tenders
Tendering Shipments
Open Tenders
Tendering Shipments
Types of Open Tenders
Tendering Shipments
What Does Open Tendering Do?
When you tender a shipment using the Broadcast Tender action or the Spot Bid Tender action,
OTM:
Sends a notice of the tender to all valid service providers.
Starts a timer previously created in OTM which defines how long the service providers
have to respond to the tender.
- The default response time is the latest of all service provider response times.
- You can override the default response time by specifying the expected response time.
Sets the shipment status to SECURE RESOURCES_TENDER RESPONSE OPEN.
Service providers can respond to a Broadcast Tender or Spot Bid Tender via integration or by
using On-Line Booking and Tendering.
Tendering Shipments
Broadcast Tender
Tendering Shipments
Spot Bid Tender
Tendering Shipments
Step Tender
Tendering Shipments
Quiz
Answers: 1
Quiz Specifications
The correct answer is Spot bid tender.
Tendering Shipments
Guided Demonstration 2 Overview: Sending Open Tenders
Tendering Shipments
Practice 1 Overview: Tendering Shipments
Tendering Shipments
Practice 2 Overview: Accepting Tenders
Tendering Shipments
Quiz
Answers: 3
Quiz Specifications
The correct answer is The tender has been sent to the service provider.
Tendering Shipments
Summary
Tendering Shipments
Tendering Shipments
Entering Shipment Events

Chapter 13

Chapter 13 - Page 1

Chapter 13 - Page 2

Chapter 13 - Page 3
Objectives

Chapter 13 - Page 4
What is a Shipment Event?

Chapter 13 - Page 5
What is a Shipment Event?
In this example, a shipment is delayed due to an accident. You can use a shipment event to
enter this data into OTM.

Chapter 13 - Page 6
Shipment Events, OTM Events, and OTM Statuses
Shipment events, OTM events, and OTM statuses (for a shipment) each describe what has
happened to a shipment, but they have different purposes.
Shipment events Carry shipment information from the real world into OTM. An
automation agent sets different OTM events and OTM statuses depending on what kind of
shipment event is received by OTM.
OTM events Describe what has happened to a business object and can trigger
automation agents or contact notification. OTM events may be created when a shipment
event is received by OTM.
OTM statuses Describe what has happened to its business object and can affect what you
can and cannot do in OTM. OTM statuses do not trigger anything to happen. OTM
statuses may be created when a shipment event is received by OTM.
As you can see in the figure at the bottom of the slide, real-world events come into OTM as a
shipment event which is made up of a status code and status reason code. This shipment event
triggers public automation agents which can create OTM events and set OTM statuses. The
OTM events and OTM statuses may trigger other automation agents and contact notification.

Chapter 13 - Page 7
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. Shipment events carry shipment information from the real
world into OTM. An automation agent sets different OTM events and OTM statuses
depending on what kind of shipment event is received by OTM. OTM events describe
what has happened to a business object and can trigger automation agents or contact
notification. OTM events may be created when a shipment event is received by OTM.

Chapter 13 - Page 8
OTM Response to Shipment Events

Chapter 13 - Page 9

Quiz
Answers: 1
Quiz Specifications
The correct answer is Estimated Arrival/Departure Time.

In this example, a shipment event comes into OTM with an actual arrival time for stop 2. OTM
re-calculates the estimated arrival and estimated departure times for the stops downstream.

Guided Demonstration 1 Overview: Entering Shipment Events

and Viewing Stop Times

Practice 1 Overview: Entering Shipment Events

Practice 2 Overview: Viewing Stop Times on the Shipment

Summary

Visibility for Orders and

Shipments
Chapter 14
Visibility for Orders and Shipments

Chapter 14 - Page 1

Chapter 14 - Page 2

Chapter 14 - Page 3
Objectives

Chapter 14 - Page 4
What is Visibility?
Click Shipment Management > Visibility to access different visibility options.

Chapter 14 - Page 5
Shipment Events
Shipment events are available for buy and sell shipments and display information including:
Reference Numbers
Shipment Event History such as event description, location, and time
Order Base data
Source and Destination location
Pickup and Delivery date/time
Remarks
You can also add a new shipment event for a particular shipment.

Chapter 14 - Page 6
Shipment Visibility
Shipment visibility enables you to search for a shipment by shipment ID, reference numbers,
service provider, and location data.
The results page displays high-level information. You can then perform actions against
your shipment such as:
- Content View
- Add Event
- View Event
- Map Related Shipments
- Plot Related Shipments
- Track and Trace

Chapter 14 - Page 7
Order Visibility
Order visibility enables you to search for an order by order base ID, order release ID, reference
number, pickup/delivery date, location, and line item data.
The results page displays high-level information. You can then perform actions against
your order such as:
- Booked/Shipped/Received
- Add Event
- View Event
- Track and Trace

Chapter 14 - Page 8
Orders/Shipments
Orders/shipments visibility displays both the order visibility page and the shipment visibility
page on one page.
The same actions are available as on the order visibility and shipment visibility page.

Chapter 14 - Page 9
Public Tracking
Public tracking enables your customers to search for shipments by shipment reference number
or shipment ID.
The reference number can be the bill of lading number, shipment number or any other
reference number specified on your shipments.
Public tracking displays a summary of shipment information such as schedule information and
freight details.

Simple Tracker
Simple tracker enables you to query order and shipment data using only a reference number.
The results page displays data such as:
Order Base ID
Shipment ID
Indicator
Service Provider
Source/Destination location
Estimated Delivery Date
Shipment Status
You can then link to other areas of OTM for more detail.

Quiz
Answers: 3
Quiz Specifications
The correct answer is Public tracking.

Visibility using Actions and SmartLinks
Visibility options are also available in the Actions and SmartLink menus within:
Order base
Order release
Shipment

Guided Demonstration 1 Overview: Viewing Order and Shipment

Information

Practice 1 Overview: Tracking and Tracing Shipments

Practice 2 Overview: Viewing Public Tracking Information

Quiz
Answers: 1
Quiz Specifications
The correct answer is True.

Summary

Scenario 2: Configuring OTM

to Build, Tender, and
Financially Settle a Multi-stop
Shipment
Chapter 15
Scenario 2: Configuring OTM to Build, Tender, and Financially Settle a Multi-stop Shipment
Chapter 15 - Page 1
Scenario 2: Configuring OTM to Build, Tender, and Financially

Settle a Multi-stop Shipment
Chapter 15 - Page 2
Scenario: Configuring OTM to Build, Tender, and Financially

In this scenario, your job is to create the setup data so that OTM can build a multi-stop
truckload (TL) shipment and a less-than-truckload (LTL) shipment. Once the data is created,
you will then build the shipments, tender the multi-stop TL shipment to the carrier, and send a
pickup notification to the LTL carrier. Finally, you will create an invoice for the multi-stop TL
shipment.
Specifically, the two shipments you are planning are outbound shipments to different General
Store locations. The first shipment is a multi-stop TL shipment with a source of Phoenix DC
and two destination locations the San Diego General Store and the Los Angeles General
Store. The second shipment is a LTL shipment with source of Phoenix DC and a destination of
the San Diego General Store.
You create all the data necessary for OTM to create these shipments including: locations,
corporations, calendars, contacts, commodities, items, equipment data, service providers,
rate data, and itineraries.
Chapter 15 - Page 3
Shipments are created for multiple orders of food and automotive parts all originating in
Phoenix, AZ with a destination of either San Diego, CA or Los Angeles, CA. Multiple
shipments are created since the food and automotive parts must not be transported together
in the same piece of equipment.
Shipments can be transported by the TL carriers, Big Texan Trucking or Antelope Lines,
or by the LTL carrier, Longhorn Trucking.
You need to re-sequence the stops on the multi-stop TL shipment due to customer
requests. You will then tender the shipments to the selected carriers.
The TL carrier Big Texan will decline the tender so OTM will re-tender to Antelope Line.
You will then create an invoice from the TL shipment and automatically approve that
invoice. You will also allocate the shipment costs to the orders.
Chapter 15 - Page 4

The lessons in this scenario will guide you and help ensure your data is set up correctly.
Within Business Modeling, you will create static data including:
- Locations for your source and destinations
- Calendars
- Contact
- Items
- Equipment
- Service providers
- Notification details to notify your contact when a certain event occurs
- An automation agent to automate a specific process
- TL rates
- LTL rates
- Itinerary
Chapter 15 - Page 5
Within Order Management you will:

- Create order bases including release information
- Check your OTM status
Within Transport Planning, you will:
- Bulk plan your order releases into multiple shipments
Within Shipment Execution, you will:
- Tender your shipments
- Financially settle the multi-stop TL shipment using a payment invoice
Chapter 15 - Page 6
Business Scenario
You are the transport planner at Phoenix Corporation in Phoenix, Arizona, USA.
Phoenix Corporation delivers all types of products to mass merchandisers.
Among those merchandisers is the chain The General Store, which has outlets in Los
Angeles, San Diego, and Santa Monica, California, USA.
Chapter 15 - Page 7
Chapter 15 - Page 8
Creating Locations and

Corporations
Chapter 16
Creating Locations and Corporations

Chapter 16 - Page 1


Chapter 16 - Page 2


Chapter 16 - Page 3
Objectives

Chapter 16 - Page 4
What is a Location?
When entering location data, you should include as much geographic information as possible
in a location so that OTM can effectively use them in orders, rates, and shipments.
OTM can calculates distance using latitude and longitude. OTM can populate the latitude
and longitude based on a combination of city, state/province, and postal code.
Time zone is important in calculating the shipment start time and end time. OTM can
populate the time zone based on a combination of city, state/province, postal code, and
country.

Chapter 16 - Page 5
What is a Corporation?
When you create a new location, you must assign it to a corporation.

Chapter 16 - Page 6
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. You can have multiple locations associate with one
corporation.

Chapter 16 - Page 7
Guided Demonstration 1 Overview: Creating Locations

Chapter 16 - Page 8
Practice 1 Overview: Creating Locations

Chapter 16 - Page 9
Quiz
Answers: 1
Quiz Specifications

Summary


Creating Calendars
Chapter 17
Creating Calendars
Chapter 17 - Page 1

Creating Calendars
Chapter 17 - Page 2

Creating Calendars
Chapter 17 - Page 3
Objectives
Creating Calendars
Chapter 17 - Page 4
What is a Calendar?
Cyclical calendars represent activities that occur in a cycle such as weekly. Cyclical
calendars also have overrides for certain dates. For example, repeat weekly but close on
Christmas Eve no matter what day of the week it is. This course focuses on cyclical
calendars.
Annual calendars specify activities for each date and cover a period of time that does not
repeat.
Creating Calendars
Chapter 17 - Page 5
Calendar Activity
Calendar activities include:

Receive A location is open for receiving incoming goods.
Load A location is open for loading outgoing goods.
Office hours A contact at a service provider is available to answer tender requests.
Creating Calendars
Chapter 17 - Page 6
Quiz
Answers: 1
Quiz Specifications
The correct answer is Office hours.
Creating Calendars
Chapter 17 - Page 7
Calendar Example
Creating Calendars
Chapter 17 - Page 8
Calendar Example
Creating Calendars
Chapter 17 - Page 9
Guided Demonstration 1 Overview: Creating Calendars
Creating Calendars
Practice 1 Overview: Creating Calendars
Creating Calendars
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. Annual calendars cover a period of time that does not
repeat.
Creating Calendars
Summary
Creating Calendars
Creating Calendars
Creating Contacts
Chapter 18
Creating Contacts
Chapter 18 - Page 1

Creating Contacts
Chapter 18 - Page 2

Creating Contacts
Chapter 18 - Page 3
Objectives
Creating Contacts
Chapter 18 - Page 4
What is a Contact?
Creating Contacts
Chapter 18 - Page 5
Guided Demonstration 1 Overview: Creating Contacts
Creating Contacts
Chapter 18 - Page 6
Practice 1 Overview: Creating Contacts
Creating Contacts
Chapter 18 - Page 7
Quiz
Answers: 3
Quiz Specifications
The correct answer is User ID.
Creating Contacts
Chapter 18 - Page 8
Summary
Creating Contacts
Chapter 18 - Page 9
Creating Contacts
Creating Commodities and

Items
Chapter 19
Creating Commodities and Items

Chapter 19 - Page 1


Chapter 19 - Page 2


Chapter 19 - Page 3
Objectives

Chapter 19 - Page 4
Item Data on Orders
Entering item data into the material manager for frequently shipped items saves you time when
entering orders. However, defining items is not necessary. If your company ships items that
vary all the time or you do not need to track what items you ship, you can skip creating these
items and just enter weight, volume, and item classification information on the order.
If you have item information in both places, the information on the order overrides information
in the material manager.

Chapter 19 - Page 5
Why Define Items?

Chapter 19 - Page 6
Relationship of Material Manager Data
Data in the material manager relates to each other in a specific way:

An item is associated with a commodity.
Each item can have multiple packaged items.

Chapter 19 - Page 7
What is a Commodity?
OTM uses commodities during equipment selection. Since commodities group multiple items,
your items must be able to be transported in the same piece of equipment. For example, a
commodity of snack food may include items such as pretzels, peanuts, chocolate cookies, and
crackers. All of these items can be shipped in dry trailers.

Chapter 19 - Page 8
Guided Demonstration 1 Overview: Creating Commodities

Chapter 19 - Page 9
Practice 1 Overview: Creating Commodities

Quiz
Answers: 1
Quiz Specifications
This quiz should be polled after slide 10.
The correct answer is True. OTM uses commodities during equipment selection. By
grouping items by commodity, you are saying that these items can be transported together
in the same piece of equipment. If items should not be transported together, they should
belong to different commodities. You can then specify the commodities are incompatible.

Important Terms
Item defines the product or goods being shipped. In this example, the item is cherries.
Packaged item combines the item with packaging. In this example, the packaged item is a
can.
Packaging unit is a shippable unit of packaged items. In this example, the packaging unit
is a box.
Transport handling unit is a platform that helps handle the goods while in transit. In this
example, the transport handling unit is a pallet.

Examples
In this example, you are shipping:

An item of pretzels.
A packaged item is 1 bag contains 1 pound of pretzels.
A packaging unit of 1 box contains 10 bags of pretzels.
The transport handling unit you are using is a pallet.
Each pallet contains 50 boxes of pretzels.

Relationships in Material Manager
To continue the example on the previous slide, you have a commodity of snack food. This
commodity is associated with 4 items: pretzels, peanuts, chocolate cookies, and crackers. The
pretzels are in a bag. Multiple bags are placed in a box. Finally, multiple boxes are placed on a
pallet for shipping.

Quiz
Answers: 2
Quiz Specifications
The correct answer is False.

Define a Packaged Item
Examples:
Packaged items as floor load bags of pretzels (not on a pallet)
Packaging unit as floor load boxes containing bags of pretzels (not on a pallet)

Define a Packaged Item
The pallet configuration is sometimes referred to as TiHi from the words tier and height.
Examples:
Packaged item on transport handling unit bags of pretzels on a pallet
Packaging unit on one kind of transport handling unit boxes containing bags of pretzels
on a pallet
Packaging unit on many kinds of transport handling unit boxes containing bags of
pretzels on different types of pallets

Guided Demonstration 2 Overview: Creating Items

Practice 2 Overview: Creating Items

Quiz
Answers: 2
Quiz Specifications
The correct answer is A platform that helps handle the goods while in transit. An
example of a transport handling unit is a pallet.

Summary


Creating Equipment Groups

and Equipment Group
Profiles
Chapter 20
Creating Equipment Groups and Equipment Group Profiles

Chapter 20 - Page 1


Chapter 20 - Page 2


Chapter 20 - Page 3
Objectives

Chapter 20 - Page 4
What is Equipment?
There are various levels of equipment within OTM. Lets review these levels starting at the
most granular level (at the bottom of the slide):
Equipment represents the physical equipment instance to be used in the movement of a
shipment from one location to another.
Equipment Type defines the characteristics of an equipment group.
Equipment Group identifies different kinds of equipment such as a dry van, trailer, or
container.
For example, you can have an equipment group of 40 ft containers. In that group, you
have two equipment types: 40 ft with a rollup door or 40 ft with a swing door. You can
then have multiple instances of 40 ft equipment with a rollup door, each with a specific
equipment initial and number such as XYZU 987654.

Chapter 20 - Page 5
You can then group and categorize your equipment groups.

Equipment Group Profile categorizes equipment groups which have a common attribute.
For example, you may want to have an equipment group profile for all your 40 ft
equipment. Or, you may want to create an equipment group profile for all your
refrigerated equipment.
Equipment Group Profile Set allows OTM to evaluate multiple equipment options within
an itinerary when planning multi-stop or multi-leg shipments. An equipment group profile
set contains a list of equipment group profiles.
In this course, we focus on equipment groups and equipment group profiles.

Chapter 20 - Page 6
Quiz
Answers: 1
Quiz Specifications
The correct answer is True. The equipment type defines characteristics such as a rollup
door or a swing door.

Chapter 20 - Page 7
Equipment Group
Equipment groups can be assigned to other business objects in OTM such as orders, locations,
rates, and itineraries for use during planning and optimization.

Chapter 20 - Page 8
Guided Demonstration 1 Overview: Creating Equipment Groups

Chapter 20 - Page 9
Practice 1 Overview: Creating Equipment Groups

Quiz
Answers: 3
Quiz Specifications
The correct answer is Commodity. OTM matches the temperature constraints on your
commodities with the temperature range supported by the equipment group. OTM
combines commodities with equipment within the same temperature range.

Equipment Group Profile
An equipment group can belong to more than one equipment group profile.

Guided Demonstration 2 Overview: Creating Equipment Group

Profiles

Practice 2 Overview: Creating Equipment Group Profiles

Practice 3 Overview: Assigning Equipment Group Profiles

Quiz
Answers: 2
Quiz Specifications
The correct answer is Use an equipment group other than one within this equipment
group profile for the Los Angeles Store. Since you did not mark the Compatible
checkbox on the 53FT INCOMPAT equipment group profile, you are saying this is
incompatible with the location to which it is assigned. When planning a shipment to or
from the LOS ANGELES STORE location, OTM will use an equipment group not listed
within this equipment group profile.

Summary


Creating Service Providers

Chapter 21

Chapter 21 - Page 1


Chapter 21 - Page 2


Chapter 21 - Page 3
Objectives

Chapter 21 - Page 4
What is a Service Provider?

Chapter 21 - Page 5
Transport Mode

Chapter 21 - Page 6
Mode Profile Definition

Chapter 21 - Page 7
Quiz
Answers: 1
Quiz Specifications

Chapter 21 - Page 8
Guided Demonstration 1 Overview: Creating Service Providers

Chapter 21 - Page 9
Practice 1 Overview: Creating Service Providers

Practice 2 Overview: Adding Service Provider Contacts

Practice 3 Overview: Adding Service Provider Contact Details

Quiz
Answers: 2
Quiz Specifications
The correct answer is OFFICEHOURS. OTM uses the primary contact on the service
provider for tendering. When tendering, OTM looks for the calendar activity of
OFFICEHOURS to determine when someone is in the office to respond to the tender.

Summary

Configuring Contact
Notification
Chapter 22
Configuring Contact Notification

Chapter 22 - Page 1


Chapter 22 - Page 2


Chapter 22 - Page 3
Objectives

Chapter 22 - Page 4
What are OTM Events?
When OTM publishes an OTM event, three things can happen:

An automation agent listens for this specific OTM event and performs pre-programmed
actions.
Contact notification sends a message (email, message center, ) to a contact or a group of
contacts.
Nothing happens if neither an automation agent nor contact notification listens for this
particular OTM event.

Chapter 22 - Page 5
When to Use an Automation Agent Instead of Contact Notification

Chapter 22 - Page 6
Notify Contacts Based on OTM Events

Chapter 22 - Page 7
Guided Demonstration 1 Overview: Configuring Contact

Notification

Chapter 22 - Page 8
Practice 1 Overview: Configuring Contact Notification

Chapter 22 - Page 9
Quiz
Answers: 1
Quiz Specifications

Summary


Configuring Automation
Agents
Chapter 23
Configuring Automation Agents

Chapter 23 - Page 1


Chapter 23 - Page 2
Configure OTM to Build, Tender, and Financially Settle a Multistop Shipment

Chapter 23 - Page 3
Objectives

Chapter 23 - Page 4
What is an Automation Agent?

Chapter 23 - Page 5
What Can an Automation Agent Do?

Chapter 23 - Page 6
Quiz
Answers: 1

Chapter 23 - Page 7
When to Use an Agent Instead of Contact Notification?

Chapter 23 - Page 8
Public Automation Agents

Chapter 23 - Page 9
Guided Demonstration 1 Overview: Viewing Automation Agents

Quiz
Answers: 2

Practice 1 Overview: Creating Automation Agents

Quiz
Answers: 1

Summary

Contract Management
Chapter 24
Contract Management
Chapter 24 - Page 1

Contract Management
Chapter 24 - Page 2

Contract Management
Chapter 24 - Page 3
Objectives
Contract Management
Chapter 24 - Page 4
Contract Management
Contract Management
Chapter 24 - Page 5
Contract Management
Contract Management
Chapter 24 - Page 6
What is Contract Management?
Contract management contains four key components related to rating:

Rate distance determines the distance from one location to another.
Rate service determines the time required to transport goods from one location to another.
Rate offering contains contract level data specific to a service provider.
Rate record contains specific costing data from one location to another.
The following lessons will discuss each of these components in detail with specific examples
pertaining to truckload and LTL. Other modes such as rail and vessel will be discussed in later
lessons.
Contract Management
Chapter 24 - Page 7
Summary
Contract Management
Chapter 24 - Page 8
Configuring Rate Distance

Chapter 25

Chapter 25 - Page 1


Chapter 25 - Page 2


Chapter 25 - Page 3
Objectives

Chapter 25 - Page 4
What is Rate Distance?

Chapter 25 - Page 5
Distance Types

Chapter 25 - Page 6
Guided Demonstration 1 Overview: Configuring Rate Distances

Chapter 25 - Page 7
Quiz
Answers: 1
Quiz Specifications
The correct answer is True. To set your rate distance to work this way, you would select
a Distance Type of LOOKUP and mark the Estimate Allowed checkbox.

Chapter 25 - Page 8
Quiz
Answers: 2
Quiz Specifications
The correct answer is Lookup. A distance type of Lookup tells OTM that the distance
value already exists, either within OTM or in an external distance engine. If you want to
use an external distance engine, you must specify the External Distance Engine ID on the
rate distance.

Chapter 25 - Page 9
Summary

Configuring Rate Service

Chapter 26

Chapter 26 - Page 1


Chapter 26 - Page 2


Chapter 26 - Page 3
Objectives

Chapter 26 - Page 4
Rate Service
There are a number of rate service types available which calculate transit time based on
different factors. Depending on the rate service type selected, the fields on the Rate Service
Details tab are different.

Chapter 26 - Page 5
Guided Demonstration 1 Overview: Creating Rate Services

Chapter 26 - Page 6
Practice 1 Overview: Creating Rate Services for Truckload

Chapter 26 - Page 7
Quiz
Answers: 1
Quiz Specifications
The correct answer is GROUNDSCHEDULE. A rate service type of ground schedule
enables you to create a schedule listing arrival and departure times for certain locations.

Chapter 26 - Page 8
Summary

Chapter 26 - Page 9

Creating Rate Offerings for

Truckload
Chapter 27
Creating Rate Offerings for Truckload

Chapter 27 - Page 1


Chapter 27 - Page 2


Chapter 27 - Page 3
Objectives

Chapter 27 - Page 4
Rate Offering

Chapter 27 - Page 5
What is a Stop-off Charge?
Note that stop-off charges are for additional stops only.

Chapter 27 - Page 6
Truckload Rate Offering With Stop-off Charges
Types of Stops
Pickup Stops and Delivery Stops limit the number of stops of a certain kind. You can also
leave these blank to allow any combination of pickup and delivery stops.
Pickup Stops + Delivery Stops = Total All Stops.
In this example, the rate offering allows 1 pickup stop and 6 delivery stops.
Costs for Stops
Stops Included In Rate defines the number of stops included in the base cost. The source
and destination locations count as stops so, typically, the minimum number of stops
included in the rate is 2. In this example, the Stops Included in Rate is 2.
Total All Stops is the maximum number of stops allowed, no matter what the stop-off
charge is. In this example, the Total All Stops is 7.

Chapter 27 - Page 7
A stop-off charge applies to a range of stops.

- Your first range should start with 1. In this case, 1 means the first additional stop not
included in the rate. In this example, you have a total of 5 additional stops.
- Your last range should end with the number of allowed additional stops.
- The sum of your highest High Stop and Stops Included in Rate should equal the Total
All Stops allowed.

Chapter 27 - Page 8
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. You can specify the number of pickup stops and number of
delivery stops in a rate offering. If you do not, OTM will allow any combination of pickup
and delivery stops.

Chapter 27 - Page 9
Guided Demonstration 1 Overview: Creating Rate Offerings

Practice 1 Overview: Creating Rate Offerings for Truckload

Quiz
Answers: 2
Quiz Specifications
The correct answer is Offering type.

Summary


Creating Rate Records for

Truckload
Chapter 28
Creating Rate Records for Truckload

Chapter 28 - Page 1


Chapter 28 - Page 2


Chapter 28 - Page 3
Objectives

Chapter 28 - Page 4
Rate Record

Chapter 28 - Page 5
Multi-Cost Rule

Chapter 28 - Page 6
Example of Multi-Cost Rule
Multi-Cost Rule of Add: 187.50 + 300 = 487.50 USD

Multi-Cost Rule of Minimum: Even though the minimum normal cost is 187.50 USD, you
have set a minimum cost of 200.00 USD on the rate record. OTM selects 200.00 USD.
Multi-Cost Rule of Maximum: OTM selects the maximum normal cost of 300.00 USD.

Chapter 28 - Page 7
Quiz
Answers: 2
Quiz Specifications
The correct answer is False. Since you have set a maximum cost of 350 USD in your
rate record, OTM would cost the shipment at 350 USD even if a higher normal cost exists.
In this instance, 350 USD is the highest valid cost.

Chapter 28 - Page 8
Guided Demonstration 1 Overview: Creating Rate Records

Chapter 28 - Page 9
Practice 1 Overview: Creating Rate Records for Truckload

Quiz
Answers: 3
Quiz Specifications
The correct answer is Profile.

Summary

Configuring Rate Preference

and Rate Quality Factor
Chapter 29
Configuring Rate Preference and Rate Quality Factor

Chapter 29 - Page 1


Chapter 29 - Page 2


Chapter 29 - Page 3
Objectives

Chapter 29 - Page 4
Rate Preferences
To use rate preferences, you must set the USE RATE PREFERENCE parameter within
Shipment Management > Power Data > General > Parameter Sets.

Chapter 29 - Page 5
Example of Rate Preferences
In this example, there are three rates that can be used by OTM when planning a shipment.
Since the transport mode of TL has a preferred rate, OTM will only consider TL rates that have
a rate preference and will disregard all other TL rates. In this example:
Rate 1 has a mode of LTL and is considered during planning since there are no preferred
rates defined for this mode.
Rate 2 has a mode of TL and is considered during planning because there are preferred
rates defined.
Rate 3 has a mode of TL and is NOT considered during planning because there are
preferred rates defined for this mode but this rate is not one of them.
OTM will then select the least expensive rate between rate 1 and rate 2.

Chapter 29 - Page 6
Rate Preferences

Chapter 29 - Page 7
Guided Demonstration 1 Overview: Creating and Enabling Rate

Preferences

Chapter 29 - Page 8
Practice 1 Overview: Creating and Enabling Rate Preferences

Chapter 29 - Page 9
Quiz
Answers: 1
Quiz Specifications
The correct answer is True. Rate preferences are applied by transport mode. If you have
rates for different transport modes, the preferred rates are considered for the transport
modes where they are specified. If you have a transport mode without a rate preference, it
can still be considered during planning.

What is Rate Quality Factor?

Types of Cost

Rate Quality Factor
In this example, you have a certain actual cost on your shipment. Using rate quality factor, you:
Enter a negative flat amount or percentage between 0-99 which decreases your weighted
cost. The result is a lower weighted cost which makes the service provider look more
attractive during planning.
Enter a positive flat amount or a percentage larger than 100 which increases your weighted
cost. The result is a higher weighted cost which makes the service provider look less
attractive during planning.

Rate Quality Factor Configuration
To use a rate quality factor, you need to:

Define the rate quality factor which specifies whether to add or subtract from the total
actual cost.
Assign the rate quality factor to either a rate offering or a rate record.
When OTM plans orders into shipments, it will use the rate quality factor assigned to the
rate to calculate the total weighted cost. This does not change the value of the total actual
cost.

Guided Demonstration 2 Overview: Creating and Assigning Rate

Quality Factors

Practice 2 Overview: Creating Rate Quality Factors

Practice 3 Overview: Assigning Rate Quality Factors

Quiz
Answers: 2
Quiz Specifications
The correct answer is False. By entering a negative flat amount on your rate quality
factor, the weighted cost becomes less than the actual cost and makes the service provider
look more attractive during planning.

Summary


Querying for Truckload Rates

Chapter 30

Chapter 30 - Page 1
Scenario 2: Configuring OTM to Build, Tender, and Financial


Chapter 30 - Page 2


Chapter 30 - Page 3
Objectives

Chapter 30 - Page 4
Rate Query

Chapter 30 - Page 5
Practice 1 Overview: Querying For Truckload Rates

Chapter 30 - Page 6
Quiz
Answers: 2
The correct answer is Locations. It is necessary to have a ship from and ship to location
on a rate query so that OTM can locate the appropriate service providers and determine
the costs.

Chapter 30 - Page 7
Summary

Chapter 30 - Page 8
Creating Rate Offerings and

Rate Records for Less Than
Truckload
Chapter 31
Creating Rate Offerings and Rate Records for Less Than Truckload
Chapter 31 - Page 1

Chapter 31 - Page 2

Chapter 31 - Page 3
Objectives
Chapter 31 - Page 4
What is an LTL Rate?
Service time (or transit time) between source and destination is usually defined by a number of
days.
The day of the pickup is often not counted as a service day. Only the following days count
as a service days.
Weekends are rarely counted as service days either.
Chapter 31 - Page 5
What are Rate Unit Breaks?
Chapter 31 - Page 6
Example of Rate Unit Breaks?
For 0-500 lbs, the base rate is $22.03 per cwt.

Chapter 31 - Page 7
Guided Demonstration 1 Overview: Creating Weight Break

Profiles
Chapter 31 - Page 8
Quiz
Answers: 2
The correct answer is False. You do not need to setup weight break profiles and weight
breaks for all LTL rates. You set up weight break profiles and weight breaks depending on
the LTL rates you need to model.
Chapter 31 - Page 9
What are Base and Master Rates?
A base rate is specific to a NMFC class and can include weight breaks. A master rate is
specific to a carrier and a lane.
To obtain the freight cost, OTM multiplies the base rate by the master rate (which often
includes a discount).
Example of Master Rate
To calculate the freight cost for a 5020 lb shipment from US zip code 194xx to 900xx, you see:
The base rate is $10.52 per cwt in the previous example
The master rate with carrier 1 is 42%
The master rate with carrier 2 is 21%
So the freight cost with:
Carrier 1 is $10.52/cwt x 50.20 cwt x (1-0.42) = $306.30
Carrier 2 is $10.52/cwt x 50.20 cwt x (1-0.21) = $417.20
External Sources for LTL Base Rates
LTL Rates In OTM
Guided Demonstration 2 Overview: Viewing Base Rate Offerings

and Creating Rate Records
Guided Demonstration 3 Overview: Viewing Master Rate

Offerings and Rate Records
Quiz
Answers: 2
The correct answer is False. It depends on the LTL rates you need to model.
Practice 1 Overview: Creating Master Rate Offerings
Practice 2 Overview: Creating Master Rate Records
Quiz
Answers: 1
The correct answer is No matching rates are found. There is no matching rate since you
only have one LTL rate defined and it requires an NMFC Class of 60.0.
Summary
Creating Itineraries
Chapter 32
Chapter 32 - Page 1

Chapter 32 - Page 2

Chapter 32 - Page 3
Objectives
Chapter 32 - Page 4
What is an Itinerary?
While planning shipments, OTM looks for valid itineraries very early. To determine if an
itinerary is valid, OTM looks at, for example, geography, weight/volume, equipment data, and
mode profile. If multiple itineraries can be used for a shipment, OTM picks the least cost
itinerary.
Chapter 32 - Page 5
Itinerary Types
Chapter 32 - Page 6
Single Leg Itinerary
Chapter 32 - Page 7
Multi-stop Itinerary
Both a single leg itinerary and a multi-stop itinerary can have the same lane. The difference is
that the multi-stop itinerary allows stops for pick up or delivery of goods to occur in the lane.
Multi-stop shipments take advantage of lower costs by creating efficient routes that save
money.
Chapter 32 - Page 8
Multi-leg Itinerary
A company has cargo moving from Frankfurt, Germany into Chicago, Illinois. The itinerary
has three legs:
Truckload from Frankfurt to the Port of Bremerhaven (leg 1)
Vessel from the Port of Bremerhaven to the Port of New York (leg 2)
Rail from the Port of New York to Chicago (leg 3)
Chapter 32 - Page 9
Quiz
Answers: 1
Guided Demonstration 1 Overview: Viewing Itineraries
Quiz
Answers: 1
Practice 1 Overview: Creating Multi-stop Itineraries
Quiz
Answers: 1
Practice 2 Overview: Querying for Routes and Rates
Summary
Creating and Releasing Order

Bases
Chapter 33
Creating and Releasing Order Bases

Chapter 33 - Page 1
Scenario 2: Configuring OTM Build, Tender, and Financially Settle

a Multi-stop Shipment

Chapter 33 - Page 2


Chapter 33 - Page 3
Objectives

Chapter 33 - Page 4
What Can be Released?
When an order base is ready for shipping, you must create an order release.
A release may be a partial line or several lines of an order base.
A release can also be several partial lines.
- For example, an open purchase order with many lines may have a release against it
that contains some quantity of all the lines.
OTM can automatically create an order release or you can specify in the order base the exact
details of what to release.
Note: You can plan shipments from an order release or an order movement, but not an order
base.

Chapter 33 - Page 5
Guided Demonstration 1 Overview: Viewing Order Bases

Chapter 33 - Page 6
Quiz
Answers: 1

Chapter 33 - Page 7
Guided Demonstration 2 Overview: Releasing Order Bases with

Line Items

Chapter 33 - Page 8
Quiz
Answers: 1

Chapter 33 - Page 9
Practice 1 Overview: Creating Order Bases With Line Items

Quiz
Answers: 1

Summary

Creating a Status Type Filter

Chapter 34

Chapter 34 - Page 1
Scenario 2: Configuring OTM Build, Tender, and Financially Settle

a Multi-stop Shipment

Chapter 34 - Page 2


Chapter 34 - Page 3
Objectives

Chapter 34 - Page 4
Status Flow for Order Releases and Shipments
As you build, create, and add information to order releases and shipments their statuses change
as shown on this slide:
When you create a new order release, the order release status type of PLANNING is
automatically set to a status value of PLANNING_NEW.
When you build a shipment against the order release:
- Order release status value changes to PLANNING_PLANNED FINAL.
- Shipment status type of SECURE RESOURCES is automatically set to a status value
of SECURE RESOURCES_NOT STARTED. This indicates that the tender has not
yet been sent.
- Shipment status type of ENROUTE is automatically set to a status value of
ENROUTE_NOT STARTED because the shipment has only been planned and is not
yet moving between locations.
When you tender a shipment, the shipment status value changes to SECURE
RESOURCES_TENDERED. This indicates that the shipment tender has been sent to
carrier(s).

Chapter 34 - Page 5
When the shipment tender is accepted by the carrier,

- The shipment status value changes to SECURE RESOURCES_ACCEPTED.
- And the order release status value changes to PLANNING_EXECUTED-FINAL.
When the shipment is picked up by the carrier, the shipment status value changes to
ENROUTE_ENROUTE.
And finally, when the shipment is delivered to its final destination, the shipment status
value changes to ENROUTE_COMPLETED.
Secure Resources and Transport Modes
Depending on your transport mode, OTM uses different shipment statuses. For example, OTM
assigns SECURE RESOURCES PICKUP NOTIFICATION to a less-than-truckload
shipment and not a SECURE RESOURCES ACCEPTED status.

Chapter 34 - Page 6
Quiz
Answers: 1

Chapter 34 - Page 7
Guided Demonstration 1 Overview: Creating and Applying Status

Type Filters

Chapter 34 - Page 8
Practice 1 Overview: Creating and Applying Status Type Filters

Chapter 34 - Page 9
Quiz
Answers: 2

Summary


Bulk Planning Order

Releases
Chapter 35
Bulk Planning Order Releases

Chapter 35 - Page 1


Chapter 35 - Page 2


Chapter 35 - Page 3
Objectives

Chapter 35 - Page 4
What is Bulk Plan?

Chapter 35 - Page 5
Guided Demonstration 1 Overview: Bulk Planning Order Releases

Chapter 35 - Page 6
Quiz
Answers: 1

Chapter 35 - Page 7
Practice 1 Overview: Bulk Planning Order Releases

Chapter 35 - Page 8
Quiz
Answers: 1,4

Chapter 35 - Page 9
Summary

Re-sequencing Shipment
Stops
Chapter 36
Re-sequencing Shipment Stops

Chapter 36 - Page 1


Chapter 36 - Page 2


Chapter 36 - Page 3
Objectives

Chapter 36 - Page 4
Required Data to Tender

Chapter 36 - Page 5
Quiz
Answers: 1

Chapter 36 - Page 6
Manual Modifications to Shipments
In the first scenario, you manually changed the service provider on a shipment because the
drivers went on strike. Other situations, may also require manual modifications.
One other example is that you may need to re-sequence the stops on a multi-stop shipment.
Although OTM always builds shipments with the most efficient sequence of shipment stops, it
may not be operationally possible. So, you can manually re-sequence the stops.
If product is not ready during execution, you can re-sequence the stops so another stop can get
picked-up first allowing the product to be produced and become available at the other stop.

Chapter 36 - Page 7
Guided Demonstration 1 Overview: Re-sequencing Stops

Chapter 36 - Page 8
Practice 1 Overview: Re-sequencing Stops

Chapter 36 - Page 9
Practice 2 Overview: Tendering Shipments

Quiz
Answers: 2
The correct answer is true. OTM finds the next best service provider and re-tenders the
shipment. If OTM finds no other service provider, OTM stops.

Practice 3 Overview: Declining a Tender as Service Provider

Quiz
Answers: 2
The correct answer is False. If OTM cannot re-tender to another service provider, the
shipment status changes to SECURE_RESOURCES_DECLINED.

Practice 4 Overview: Viewing the Status of Shipments as

Transport Planner

Practice 5 Overview: Accepting Tenders and Viewing Shipment

Status

Summary

Managing Payment Invoices

Chapter 37

Chapter 37 - Page 1


Chapter 37 - Page 2


Chapter 37 - Page 3
Objectives

Chapter 37 - Page 4
Financials Overview

Chapter 37 - Page 5
Freight Payment
Payment invoices are used in OTM as the basis for payment of transportation costs related
to a buy shipment. Payment invoices document payments owed to service providers,
carriers, and other parties. They can be manually entered into OTM, created from a buy
shipment, or sent into OTM via integration.
Vouchers document authorization to pay all or part of a payment invoice. Vouchers are
created when invoices are approved for payment. Once vouchers are created, they are
issued to an accounts payable system outside of OTM.
Rules can be set up to automate the freight payment process and determine how invoices
should be matched to shipments as well as when to approve invoices for payment.

Chapter 37 - Page 6
Buy Shipments and Freight Payment
Buy shipments are used in the freight payment process and represent transportation
services purchased from the service provider.
- The shipper buys the transportation services from the service provider.
- The service provider then sends the shipper an invoice for the amount owed.
In this figure, OTM has created 3 buy shipments for the shipper, Moving All Freight, an
Oracle client. OTM tenders the buy shipments to 3 service providers (Carrier 1, Carrier 2,
and Carrier 3). Each carrier transports the goods and then invoices Moving All Freight for
moving the cargo from source to destination. The invoices are processed within OTM and
three vouchers are created, corresponding to each invoice. The vouchers are then sent to
an accounts payable system for payment to the carriers.

Chapter 37 - Page 7
Customer Billing
Sell shipments can be created at various times in OTM including when a buy shipment is
created or when a buy shipment arrives at the final destination.
Customer bills are used in OTM as the basis for billing the costs related to a sell shipment.
Customer bills document payments due to a third-party logistics provider or logistics
service provider from shippers and other customers.
Customer bills can be manually entered into OTM or created directly from a sell shipment.
Rules can be set up to automate the customer billing process and determine when sell
shipments and customer bills are created.

Chapter 37 - Page 8
Sell Shipments and Customer Billing
Sell shipments are used in the customer billing process and represent transportation
services sold to a customer.
In this example, The Golf Shop contacts Oracle client Moving All Freight to transport golf
equipment from Source A to Destination D. Moving All Freight plans the transportation
for The Golf Shop with 3 separate carriers. Moving All Freight, using OTM, generates a
bill which is sent to the Accounts Receivable system. The accounts receivable system then
provides a bill to The Golf Shop.
The physical movement of the cargo is still from Source A to Port B, from Port B to Port
C, and from Port C to The Golf Shop represent by Destination D. However the bill
represents the sold transport from Source A to Destination D. The Golf Shop is not
concerned with the details of the physical movement of the cargo.
Since this course focuses on buy shipments, the focus of this lesson is on the freight
payment process.

Chapter 37 - Page 9
Quiz
Answers: 2
Quiz Specifications
The correct answer is Vouchers document authorization to pay all or part of a payment
invoice. Vouchers are created when invoices are approved for payment. Once vouchers
are created, they are issued to an accounts payable system outside of OTM.

Freight Payment Process
There are two options for the freight payment process:

Match Pay The shipper receives an invoice from the carrier and approves payment to the
carrier.
Auto Pay OTM automatically pays a carrier based on an event occurring. For example,
the shipper receives proof of delivery from the service provider and sends payment
automatically to the service provider.

Match Pay Process
For the match pay process, OTM waits for an invoice to be sent by the service provider. The
invoice details how much is owed based on the services performed. With match pay:
The shipper receives an invoice from the service provider.
Within OTM:
- The invoice is matched to a shipment.
- OTM compares the cost on the invoice with the OTM calculated amount on the
shipment.
- If the amounts are within a defined tolerance range, OTM approves the invoice. This
approval creates a voucher for the invoice.
- The voucher is sent to the shippers accounts payable system.
The accounts payable system sends payment to the service provider for the approved
amount.

Match Pay Configuration

Match Rules

Example of Match Rule
OTM can match invoices to shipments based various data including the service providers
SCAC as well as a bill of lading number. In this example, OTM matched the payment invoice
from Big Texan Trucking with the third OTM shipment since the SCAC and the bill of lading
number on the payment invoice and the shipment are the same.

Guided Demonstration 1 Overview: Configuring Match Rules and

Match Rule Profiles

Quiz
Answers: 1
Quiz Specifications
The correct answer is True. When using an automation agent and for certain manual
actions, you must define a match rule and match rule profile. For other manual actions
available, match rules and match rule profiles are not used.

Auto Approve Rules

Guided Demonstration 2 Overview: Configuring Auto Approve

Rules and Auto Approve Rule Profiles

Guided Demonstration 3 Overview: Assigning Rule Profiles to a

Service Provider

Auto Pay Process
With auto pay, you configure OTM to pay a service provider based on a specific event such as
when a shipment is created or a shipment arrives at the final destination.
In this example, when a shipment arrives at the final destination, a proof of delivery is sent into
OTM. This proof of delivery triggers the auto pay process as follows:
The proof of delivery triggers OTM to create an invoice from the shipment.
Within OTM:
- Since the invoice is created from the shipment, the invoice and shipment are
automatically matched.
- An automation agent is set up to approve the invoice which creates a corresponding
voucher.
- The voucher is sent to the shippers accounts payable system.
The accounts payable system sends payment to the service provider for the approved
amount.

Auto Pay Configuration

Guided Demonstration 4 Overview: Configuring the Auto Pay

Process

Practice 1 Overview: Assigning Rule Profiles to a Service

Provider

Practice 2 Overview: Creating an Invoice from a Shipment

Quiz
Answers: 2
Quiz Specifications
The correct answer is False. With auto pay, you configure OTM to pay a service
provider based on a specific event such as when a shipment is created or a shipment
arrived at the final destination. When the specific event occurs, OTM generates an invoice
based on the buy shipment. A voucher is created from the invoice and is sent to an
accounts payable system.

Summary


Case Study: Creating,

Tendering, and Financially
Settling a Multi-stop
Shipment
Chapter 38
Case Study: Creating, Tendering, and Financially Settling a Multi-stop Shipment

Chapter 38 - Page 1
Case Study: Creating, Tendering, and Financially Settling a Multistop Shipment

Chapter 38 - Page 2
Case Study Overview: Creating, Tendering, and Financially

Settling a Multi-stop Shipment

Chapter 38 - Page 3

Chapter 38 - Page 4
Scenario 3: Building a Multileg Shipment

Chapter 39
Scenario 3: Building a Multi-leg Shipment

Chapter 39 - Page 1

Chapter 39 - Page 2
Objectives

Chapter 39 - Page 3
Business Scenario

Chapter 39 - Page 4
Building a Multi-leg Shipment
In this scenario, your job is to create the setup data so that OTM can build a multi-leg shipment
from Warsaw, Poland to Sacramento, CA, USA. Once the data is created, you will then build
the shipment.
The first shipment is a truckload shipment and will be traveling from Warsaw, Poland, to
Bremerhaven, Germany, via Bison Trucking. Bison has quoted you country to country flat
rates using a 40 ft ocean container.
Atlantic Commerce Line Unlimited will be transporting the clothing to Houston, TX,
USA. They have quoted you a per container rate and there is also a terminal handling
accessorial associated with the move.
There is a railhead at the port, allowing Roadrunner Rail to make the final delivery into
Sacramento, CA, USA. Roadrunner Rail quoted you a per container rate, but the rate is
only applicable with certain items. After defining a multi-leg itinerary, you will create the
multi-leg shipment.

Chapter 39 - Page 5
Scenario: Build a Multi-leg Shipment
The lessons in this scenario will guide you and help ensure that all data is set up correctly. You
will walk through the lessons shown in this module flow.
Within Business Modeling, you will review static data in the public domain including:
- Locations
- Commodities and items
- Equipment
- Service providers
- TL rates
Also, within Business Modeling, you will create static data including:
- Vessel rates
- Accessorials
- Rail rates and ground schedules
- Itineraries
- Automatic data assignment

Chapter 39 - Page 6
Within Order Management, you will:

- Create order releases
- Audit data
Within Transport Planning, you will:
- Bulk plan your order releases into a multi-leg shipment

Chapter 39 - Page 7

Chapter 39 - Page 8
Viewing Public Data

Chapter 40
Viewing Public Data

Chapter 40 - Page 1
Viewing Public Data

Chapter 40 - Page 2
Viewing Public Data

Chapter 40 - Page 3
Objectives
Viewing Public Data

Chapter 40 - Page 4
View Public Data Information
Public data exists in its own domain called PUBLIC and cannot be edited by typical users. All
users, regardless of their domain, can view public data.
Viewing Public Data

Chapter 40 - Page 5
Example of PUBLIC Data
Examples of data that can be the PUBLIC domain include locations, country codes, airports,
seaports, and service providers.
Viewing Public Data

Chapter 40 - Page 6
Quiz
Answers: 2
The correct answer is False. Data in the public domain cannot be edited by typical OTM
users. Only the OTM user of DBA.ADMIN can edit data in the public domain.
Viewing Public Data

Chapter 40 - Page 7
Guided Demonstration 1 Overview: Viewing Public Locations
Viewing Public Data

Chapter 40 - Page 8
Practice 1 Overview: Viewing Public Locations
Viewing Public Data

Chapter 40 - Page 9
Quiz
Answers: 1
Viewing Public Data

Summary
Viewing Public Data

Viewing Public Data

Viewing Industry-defined
Codes for Items
Chapter 41
Viewing Industry-defined Codes for Items

Chapter 41 - Page 1

Chapter 41 - Page 2

Chapter 41 - Page 3
Objectives

Chapter 41 - Page 4
Harmonized Tariff System (HTS)
In the Harmonized Tariff System (HTS), goods are classified by what they are, and not
according to their stage of fabrication, their use, or origin. The HTS nomenclature is
logically structured by economic activity or component material. For example, animals
and animal products are found in one section; machinery and mechanical appliances,
which are grouped by function, are found in another. The nomenclature is divided into 21
sections. Each of these sections groups together goods produced in the same sector of the
economy. Each section is comprised of one or more chapters, with the entire nomenclature
contained in 97 chapters.
You can assign HTS IDs to items and rates, and then use them for international
documentation.
HTS IDs can be set up as public data.

Chapter 41 - Page 5
Standard Transportation Commodity Code (STCC)
The Standard Transportation Commodity Code (STCC) is a seven-digit code presented as

two digits, a space, three digits, a space, and two digits in the Hazardous Substance Data
Bank (HSDB). The first two digits are usually 49. Approximately 15 percent of the
records in the HSDB use STCC codes.
OTM displays this code as a single number with seven digits representing the associated
STCC value. These values can be linked to commodities in the item page in Material
Manager.
STCCs are used in the United States, Canada, and Mexico.
STCCs can be set up as public data.

Chapter 41 - Page 6
Guided Demonstration 1 Overview: Viewing Industry-defined

Codes for Items

Chapter 41 - Page 7
Practice 1 Overview: Viewing Items

Chapter 41 - Page 8
Summary

Chapter 41 - Page 9

Viewing Equipment Groups

and Equipment Group
Profiles for Ocean
Chapter 42
Viewing Equipment Groups and Equipment Group Profiles for Ocean

Chapter 42 - Page 1

Chapter 42 - Page 2

Chapter 42 - Page 3
Objectives

Chapter 42 - Page 4
Practice 1 Overview: Viewing Equipment Groups and Equipment

Group Profiles for Ocean

Chapter 42 - Page 5
Quiz
Answers: 5

Chapter 42 - Page 6
Summary

Chapter 42 - Page 7

Chapter 42 - Page 8
Viewing Service Providers

and Rate Offerings for
Truckload
Chapter 43
Viewing Service Providers and Rate Offerings for Truckload

Chapter 43 - Page 1

Chapter 43 - Page 2

Chapter 43 - Page 3
Objectives

Chapter 43 - Page 4
Practice 1 Overview: Viewing Service Providers and Rate

Offerings for Truckload

Chapter 43 - Page 5
Summary

Chapter 43 - Page 6
Creating Rate Offerings and

Rate Records for Vessel
Chapter 44
Creating Rate Offerings and Rate Records for Vessel

Chapter 44 - Page 1

Chapter 44 - Page 2

Chapter 44 - Page 3
Objectives

Chapter 44 - Page 4
Vessel Rate
In this scenario, you will be booking directly with the vessel carrier. It is also very common to
communicate with a freight forwarder instead of the vessel carrier.

Chapter 44 - Page 5
Vessel Rates in OTM

Chapter 44 - Page 6
Vessel Rate Offering

Chapter 44 - Page 7
Guided Demonstration 1 Overview: Viewing Rate Offerings and

Rate Records for Vessel

Chapter 44 - Page 8
Quiz
Answers: 1

Chapter 44 - Page 9
Practice 1 Overview: Creating a Rate Offering for Vessel

Quiz
Answers: 1
The correct answer is By looking at the voyage schedule. On a vessel rate offering the
voyage schedule must be defined on the rate service via the voyage service

Practice 2 Overview: Creating a Rate Record for Vessel

Quiz
Answers: 1
The correct answer is No. A rate distance is not needed. The voyage schedule defines
departure and arrival times.

Summary

Defining Accessorials and

Special Services
Chapter 45
Defining Accessorials and Special Services

Chapter 45 - Page 1

Chapter 45 - Page 2

Chapter 45 - Page 3
Objectives

Chapter 45 - Page 4
What are Accessorials?
Accessorial charges are services performed for an additional charge. For example, services
for which an accessorial is charged could include carrier unloading charges, container
service charges, C.O.D. service, signature service, or storage-in-transit. Accessorial
charges can be applied to locations, orders, and items.
An accessorial assignment on, for example, an order does not limit the rates that OTM can
use to calculate shipment costs. It only determines whether the accessorial charges are
applied if a matching accessorial is on the rate.

Chapter 45 - Page 5
What are Special Services?
A special service is a service that is required for a shipment to occur. For example, special
services could include delivery of a specific order to a construction site or a mandatory
item inspection. Special services can be applied to locations, orders, and items. OTM can
only use rates that include a specific special service if you have that specific special
service on the order, location, or item. This is very different from an accessorial which
cannot limit the rate costs.

Chapter 45 - Page 6
Special Services on Shipments
Special services can be used in many more ways than covered in this class. Here
is a brief overview of other ways special services can be used.
Special services have multiple inputs, outputs, roles, and functions. They reside in other
business objects in OTM but will ultimately reside on the shipment or the shipment stop.
Special services represent an activity that takes place on a shipment. Examples are hand
unload, driver wait, or hazmat license requirements.
At the top of the slide, you can see special services which are associated with certain
business objects in OTM including order release, order movement, location, and item.
- These business objects may contain a special service that is copied to a shipment
when the shipment is created. This functionality already existed in OTM.

Chapter 45 - Page 7
In the middle of the slide, you can see special services that are used when assets are
assigned to a shipment.
- Assets such as equipment, driver, or power unit can perform activities or provide
services.
- When assigning an asset to a shipment, these special services are compared to special
services already on the shipment and determine which assets are assigned.
You can also add special services to shipments manually, through automation agents, or
via tracking events.
At the bottom of the slide, bills, invoices, and work invoices also use special services in the
context of an output from the buy or sell shipment. Special services are used when billing
customers, paying third parties, and paying drivers.
Invoices and bills are influenced by special services as in previous versions of OTM.
A driver work invoice states what the driver did and how much pay they should anticipate
for services. Note that OTM does not calculate driver pay. Rather, it collects pay elements
in the form of special services that can then be calculated in a system external to OTM.
Finally, when special services are copied to a shipment during shipment creation, these special
services are the planned special services. You can enter actual data about the activities that
occurred through tracking events. This enables you to see details of the planned special
services versus what actual activities occurred.
To further understand how special services work with the new OTM Fleet
Management module, see the various OTM 6.0 Transfer of Information sessions
(TOIs).

Chapter 45 - Page 8
Types of Extra Charges

Chapter 45 - Page 9
Accessorials Versus Special Services
Note: For accessorials, OTM selects the cheapest total cost. If that happens to be a rate with
accessorials, OTM still finds the cheapest overall solution.

Quiz
Answers: 1

Guided Demonstration 1 Overview: Defining Accessorials or

Special Services

Quiz
Answers: 1

Rates OTM Can Use With Accessorials

Rates OTM Can Use With Special Services

Guided Demonstration 2 Overview: Defining Accessorials

Guided Demonstration 3 Overview: Defining Special Services

Practice 1 Overview: Defining Accessorials on a Rate Record

Summary


Creating Ground Schedules,

Rate Offerings, and Rate
Records for Rail
Chapter 46
Creating Ground Schedules, Rate Offerings, and Rate Records for Rail
Chapter 46 - Page 1
Chapter 46 - Page 2
Chapter 46 - Page 3
Objectives
Chapter 46 - Page 4
Rail Versus Other Modes
Prior to sending the bill of lading to the carrier, actuals (what exactly is being shipped) need to
be populated in OTM to include on the bill of lading such as car initial, car number, and
weight.
Chapter 46 - Page 5
Rail Information on Locations
There are fields on the Location Manager that can be used when setting up your
rail scenarios. These rail attributes are as follows:
First, on the Identification tab
- Rail SPLC
- Rail station code
- Rail junction code
- ERPC
Next, on the Routing tab
- Serving service provider profile
Open to switch - List of carriers for which the facility is
Open to switch
Since carriers may not physically serve the facility and
also may not be the shipment service provider, a list is
required that is checked against the carriers in the route
specified by the rate.
Chapter 46 - Page 6
Rail Setup for Equipment
You can also set up equipment specific to rail.

The fields on the Equipment Manager that pertain to rail are:
- Equipment initial
- Equipment number
- AAR car type
- Owner name
- Owner type
- Lessee
- Last outgate location ID
- Last outgate time
- Last ingate time
Chapter 46 - Page 7
Rail Attributes on Rate Offerings
The Rail Intermodal Service Plan Code is a two-digit code identifying the type of
intermodal service plan for this leg (for example, 15 for Plan 15, ramp-to-ramp). These
codes are determined by the American Association of Railroads (AAR).
Use Customer or Shipper Rate to specify whether the rate for this leg of a shipment was
agreed upon between the rail carrier and the customer or the shipper.
Note: Typically, the tendered first leg of a Rule 11 shipment uses a shipper rate and the
non-tendered second leg uses a customer rate.
Use COFC/TOFC to specify the mode of the rail shipment.
Chapter 46 - Page 8
COFC / TOFC
Just as a route code helps OTM qualify rates, the same is true with Container on Flat Car,
Container and Chassis on Flat Car, and Trailer on Flat Car.
This option can be indicated on the rates to let OTM know with each rate what is the
nature of the equipment that will be shipped.
In most cases, rates for COFC shipments are lower than those for TOFC shipments
because containers can be double-stacked on flat cars, but trailers cannot.
Chapter 46 - Page 9
Rail Attributes on Rate Records
You can specify an additional rail attribute on the rate record which cannot be specified on the
rate offering. This attribute is a rail route code.
Rail Route Codes
You can set up route codes via Contract and Rate Management > Power Data > Rates and
Codes > Rail Route Codes.
Rail route codes define a route between two stations on a rail line. Border crossings,
junction cities, and other information can be specified for each rail route.
Rail route codes are used as rate record attributes to determine rates for rail shipments.
Rail route codes are also used to designate the legs of Rule 11 rail shipments.
Refer to the OTM online help and the OTM TOIs for more details.
Rail Route Codes
The rate is qualified by the rail route code. If OTM picks the lower rate of 3000 USD, then
the freight needs to travel through Chicago.
OTM will send the bill of lading as pickup notification to only Carrier 1, and will treat this
shipment as a single leg.
For settlement, OTM will receive an invoice from Carrier 1. It will be Carrier 2s
responsibility to bill Carrier 1.
Rule 11
To configure Rule 11 shipments, you need to define Rule 11 information on locations, rates,
itinerary, and items.
Intermodal Service Plan
Intermodal rates are quoted by the rail carrier based on who is responsible for the freight.
Options are:
Door to door The rail carrier is responsible for pickup and final delivery.
Ramp to ramp The rail carrier is only responsible from rail yard to rail yard. The shipper
is responsible from pickup to rail yard and rail yard to delivery.
Ramp to door The shipper is responsible for pickup to rail yard and the rail carrier is
responsible for final delivery.
Door to ramp The rail carrier is responsible for pickup and delivery to the rail yard. The
shipper is responsible for delivery from the rail yard to the destination.
Rate Service for Rail
Ground Schedules
Ground Schedules
Cutoff time is the latest your goods can arrive at this location and still make it on this
train.
Available time is the earliest your goods can be picked up from this location.
If you define only a depart time or an arrive time, OTM calculates the missing cutoff or
missing available time using stop times and calendars on that location.
If you define cutoff or available times, OTM uses these regardless of any calendars or stop
times defined on that location.
Guided Demonstration 1 Overview: Viewing Rail Information on

Locations, Equipment, and Rate Records
Guided Demonstration 2 Overview: Viewing Ground Schedules

for Rail
Quiz
Answers: 1
Practice 1 Overview: Creating Service Providers for Rail
Practice 2 Overview: Creating Ground Schedules for Rail
Practice 3 Overview: Creating Rate Offerings for Rail
Practice 4 Overview: Creating Rate Records for Rail
Summary
Querying for Truckload,

Vessel, and Rail Rates
Chapter 47
Querying for Truckload, Vessel, and Rail Rates

Chapter 47 - Page 1

Chapter 47 - Page 2

Chapter 47 - Page 3
Objectives

Chapter 47 - Page 4
Practice 1 Overview: Querying for Truckload, Vessel, and Rail

Rates

Chapter 47 - Page 5
Summary

Chapter 47 - Page 6
Creating Multi-leg Itineraries

Chapter 48

Chapter 48 - Page 1

Chapter 48 - Page 2

Chapter 48 - Page 3
Objectives

Chapter 48 - Page 4
What is a Multi-leg Itinerary?
You need multiple legs to support changes in carrier, rate, equipment, etc. while in transit.
OTM creates one shipment for each leg in your itinerary.

Chapter 48 - Page 5
Legs
Within each leg, you need to define certain parameters:

Sequence Number This is the number of the leg.
Primary OTM first plans the leg marked as primary when planning the shipment, then is
plans all other legs. This ensures that all the requirements are met.
Equipment Assignment Type Controls how OTM makes equipment assignments for a
leg.
Destination Location Roles and IDs This allows you to define a specific destination
location or group of locations.
Mode Profile Allows you to define a group a modes.

Chapter 48 - Page 6
Quiz
Answers: 1

Chapter 48 - Page 7
Equipment Assignment Type

Chapter 48 - Page 8
Relationship of Itinerary Legs
This table shows the details for the three legs in this scenario.
The following slides give more detail on each of these legs.

Chapter 48 - Page 9
Itinerary Leg Details: Truckload from Origin to Port
This slide shows the details of the first leg from Warsaw, Poland to Bremerhaven, Germany.
This is the first leg so in the itinerary the sequence number will be 1. The mode for this leg is
truckload.

Itinerary Leg Details: Vessel from Port to Port
This slide shows the details of the second leg from Bremerhaven, Germany to Port of Houston,
TX, USA. The sequence number will be 2 since this is the second leg. Also, this is the primary
leg. The mode for this leg will be Vessel CO (vessel container).

Itinerary Leg Details: Rail from Port to Destination
This slide shows the details of the third and final leg from Port of Houston, TX, USA to
Sacramento, CA, USA. This is the third leg so the sequence number is 3. The mode for this leg
will be rail.

Guided Demonstration 1 Overview: Viewing Itinerary Leg Details

for a Multi-leg Itinerary

Quiz
Answers: 1

Practice 1 Overview: Creating a Multi-leg Itinerary

Summary

Querying for Route and Rates

Chapter 49

Chapter 49 - Page 1

Chapter 49 - Page 2

Chapter 49 - Page 3
Objectives

Chapter 49 - Page 4
Practice 1 Overview: Querying for Route and Rates

Chapter 49 - Page 5
Quiz
Answers: 1
The correct answer is True. The rail rate is only valid for a certain STCC ID.

Chapter 49 - Page 6
Summary

Chapter 49 - Page 7

Chapter 49 - Page 8
Configuring Auto
Assignment Rules
Chapter 50
Configuring Auto Assignment Rules

Chapter 50 - Page 1

Chapter 50 - Page 2

Chapter 50 - Page 3
Objectives

Chapter 50 - Page 4
What is Auto Assignment?
The Auto Assign Rule Manager can be used to assign data on business objects upon creation
(via the user interface, integration, or planning) based on configurable, user-defined business
rules. It can also be used to define changes that are to occur when a business object is modified
in a specified manner.
Auto assignment rules can be set to run:
Only upon the creation of a business object
Only upon modification of a business object
Both the creation and modification of a business object
For example, when you create or modify an order release, OTM can assign the involved party
MIKE SMITH to the order release if the order release has a source location of PHOENIX DC.
If you are logged in as a user that can view auto assignment rules in many domains, by default,
OTM uses the rules in the domain where you are creating or modifying a business object. If
there already is an involved party with a qualifier of LOGISTICS on your new order, then
OTM stops processing this rule.

Chapter 50 - Page 5
What is an Auto Assignment Rule?

Chapter 50 - Page 6
Header Tab

Chapter 50 - Page 7
Criteria Tab

Chapter 50 - Page 8
Definition Tab
For example:
Assign and When are determined based on the information defined in the Header and Criteria
tabs. You can enter multiple rules here.

Chapter 50 - Page 9
Quiz
Answers: 4

Guided Demonstration 1 Overview: Viewing Auto Assignment

Rules

Quiz
Answers: 1

Practice 1 Overview: Configuring Auto Assignment Rules

Summary


Chapter 51

Chapter 51 - Page 1

Chapter 51 - Page 2

Chapter 51 - Page 3
Objectives

Chapter 51 - Page 4
What is an Order Release?
An order release can be created from the release instructions specified on an order base or
independently of an order base. An order release always contains at least one ship unit and one
line item. Other field values can be entered to control shipment planning while some values are
calculated during the order release process.

Chapter 51 - Page 5
Quiz
Answers: 1

Chapter 51 - Page 6
An Order Release

Chapter 51 - Page 7
Order Constraints

Chapter 51 - Page 8
Types of Order Constraints
OTM must follow an order level constraint on primary itinerary legs only.
OTM must follow a leg level constraint on all itinerary legs that have the same leg
classification ID.

Chapter 51 - Page 9
Guided Demonstration 1 Overview: Viewing Order Releases

Quiz
Answers: 5

Practice 1 Overview: Creating Order Releases

Summary


Configuring Audit Trail

Chapter 52

Chapter 52 - Page 1

Chapter 52 - Page 2

Chapter 52 - Page 3
Objectives

Chapter 52 - Page 4
What is Audit Trail?
As you use OTM to create and modify records, you may want to audit the database to
determine whether specific records have changed. Most OTM managers provide a View Audit
Trail Action/SmartLink on the results page to view records that have changed based on OTM
events. For example, in the Order Manager you can audit order changes based on whether
orders are created or if specific data (e.g., dates, quantities, locations, status) for existing orders
have been modified.
You can audit specific records from the results page of the following managers:
Order base
Order release
Order movement
Shipment (both buy and sell)
Voyage schedules
Location

Chapter 52 - Page 5
Service provider
Rate offering
Invoices and bills
Jobs
Drivers
Power units, etc.

Chapter 52 - Page 6
Levels of Auditing
Before you can audit any records, you must add at least one contact (per domain) using
Communication Management. 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.
Data Change Auditing
This option saves information including the ID of what was changed, the change made,
the user who made the change, and the date and time of change.
This is the default setting.

Chapter 52 - Page 7
Before/After Value Auditing

This option saves all the information in data change auditing and the before and after
values as well as which tables changed and the table keys.
If you want to use the detailed auditing, then you must first turn it on via a properties file
setting.
Once this level of auditing is turned on, a detailed audit for every event that is currently
configured for audit is saved.

Chapter 52 - Page 8
Quiz
Answers: 1

Chapter 52 - Page 9
Guided Demonstration 1 Overview: Configuring Audit Trail

Summary


Planning Multi-leg Shipments

Chapter 53

Chapter 53 - Page 1

Chapter 53 - Page 2

Chapter 53 - Page 3
Objectives

Chapter 53 - Page 4
Exporting Shipment Information

Chapter 53 - Page 5
Practice 1 Overview: Creating a Multi-leg Shipment

Chapter 53 - Page 6
Summary

Chapter 53 - Page 7

Chapter 53 - Page 8
Case Study: Creating a Multileg Shipment

Chapter 54
Case Study: Creating a Multi-leg Shipment

Chapter 54 - Page 1

Chapter 54 - Page 2
Case Study Overview: Creating a Multi-Leg Shipment

Chapter 54 - Page 3

Chapter 54 - Page 4
Appendix A: Viewing OTM

Log Files
Chapter 55
Appendix A: Viewing OTM Log Files

Chapter 55 - Page 1
Appendix

Chapter 55 - Page 2
Objectives
This appendix is not necessary for the completion of the Core Competence class. It contains
information that has been requested by students in the past and can be used as a reference tool
for students when they back to their offices.

Chapter 55 - Page 3
Types of Log Files
Log files record the time and severity of errors, warnings, and other system events. Log
files are useful for monitoring, troubleshooting, and performance analysis. All logging is
implicitly off, until explicitly turned on.
Note: Excessive logging affects performance. There is a Logging Overview topic in the
OTM online help that provides a quick way of suppressing logging to check performance
issues without actually turning off logging.

Chapter 55 - Page 4
Types of Log Files and Shipped Log Files
You can add and edit new log files to meet the specific troubleshooting and performance
analysis needs of your installation. For example, you could create a log file to monitor the
warning messages generated by a specific user using certain business processes.
OTM ships with several types of logs and a few active examples.
- System This log file tracks events throughout the system. Note: The SYSTEM log
file is a public log file and cannot be edited or deleted. By default, it monitors system
events (that is, debug and error messages, performance summaries and details, and
warnings). In Windows Explorer, the file name of the system log is glog.system.log.
- Integration This log file is only for inbound and outbound data integration. This log
information is saved to the data base table of I_LOG.
- Ad Hoc This log file tracks selected business processes, such as integration and
bulk planning. In Windows Explorer, the file name of the system log is
glog.performance.log or glog.exception.log.
- User This log file tracks the events pertaining to a specific user.

Chapter 55 - Page 5
Integration Log File
Integration log files record events related to the integration of data, via XML schemas, between
the database and external systems. These logs display the time, transmission number, code, and
other statistics about integration events.

Chapter 55 - Page 6
System Log File
You can also run performance logs to monitor the success and run times of selected business
processes, as well as search for particular log items. This page is accessed via Process
Management under any menu option. Then, under Logs, select System. Refer to the OTM
online help for more details.

Chapter 55 - Page 7
Guided Demonstration 1 Overview: Viewing the SYSTEM Log File

Chapter 55 - Page 8
Ad Hoc Log Files
Ad hoc logs are used for logging selected business processes, such as integration and bulk
planning.

Chapter 55 - Page 9
Performance Ad Hoc Log File
The statistics recorded for each process include the number of runs (attempts), successes,
failures, run time (duration of all successful and unsuccessful runs), and success time (duration
of all successful runs).
OTM resets the performance log to zero whenever the system starts up. To view the
performance history over multiple start ups, or over any other time period, schedule a
performance report. Refer to the OTM online help for more details.

User Log File
User logs are used for logging the events pertaining to a specific user. If using this log type, the
ID must match a user, for example, Admin.

User and Ad Hoc Log Files

Guided Demonstration 2 Overview: Creating a User Log File

Summary

Appendix B: Importing and

Exporting Static Data via CSV
Chapter 56
Appendix B: Importing and Exporting Static Data via CSV

Chapter 56 - Page 1
Appendix

Chapter 56 - Page 2
Objectives
This appendix is not necessary for the completion of the Core Competence class. It
contains information that has been requested by students in the past and can be used as a
reference tool for students when they back to their offices.
For more information on OTM system integration, there is an OTM 5.5 CU5 Systems
Integration live virtual class offered by Oracle University.

Chapter 56 - Page 3
Static Data Entry
For more detail on OTM system integration, consider taking the OTM 5.5 CU5 Systems
Integration live virtual class from Oracle University.

Chapter 56 - Page 4
A Mote About Entering Data Into OTM
When you manually enter data through the user interface, OTM changes text from lower case
to upper case in most instances. If you are entering data via integration, OTM does not perform
this check so you need to be particularly careful when entering data in this manner and make
sure that the data is in ALL CAPS where necessary.

Chapter 56 - Page 5
An Important Part of the OTM Data Model is Global Identifiers or

GIDs
GIDs are used by OTM to uniquely identify various business objects such as order base,
shipment, location, invoice, etc. Often, GIDs are primary keys in the database.
A GID consists of these parts:
DomainName
- Used to separate data and secure it from other data in the OTM environment.
External ID (XID)
- The unique identifier of a business object in OTM. For example, each location in a
domain must have a unique XID. This is a required element.
INTDEMO.PORT OF PHILADELPHIA is a GID.
- INTDEMO is the DomainName
- PORT OF PHILADELPHIA is the external ID or XID.

Chapter 56 - Page 6
Data Should Be imported in a Certain Order
Each CSV file corresponds to one table in the database. For multi-table CSV files, each row
corresponds to one table in the database.
This means that, if you want to import data into a table that depends on (has foreign keys to)
yet another table, you must import data into that other table first.

Chapter 56 - Page 7
Data Dictionary

Chapter 56 - Page 8
Guided Demonstration 1 Overview: Viewing the Data Dictionary

Chapter 56 - Page 9
Load Static Data
When loading data that stays the same over time you can use CSV, a comma separated value
file, that mimics the table structure of the OTM database.

What is a CSV file?
Comma Separated Value or CSV files are compact compared to XML files and enable you
to import large amounts of data into OTM.
A CSV file for OTM must contain the following information:
1. The first line must state the table name in OTM where the data is imported into.
Note the table name (# 1 Location)
2. The second line must state the column names.
Note the column names (# 2 beginning with
LOCATION_GID,LOCATION_XID, etc.)
3. The third line may contain a SQL command to execute. Typically, you use this to
let the database know the format of dates in your CSV file.
In this example, YYYYMMDDHH24MISS is the date format. If there are no dates
in your CSV file, you do not need this line.
Note the SQL Statement (# 3 beginning with EXEC SQL ALTER)
4. The fourth line and onwards must contain the data being imported.
Note the Data (#4 beginning with TSS, TSS,)
In this example, the column names in the CSV file match the structure of the LOCATION
table in the OTM database.

Business Scenario

To Export CSV Files, You Need to Decide What to Export
First, lets review how to export a single table from OTM as a CSV file.
You can export:
One table at a time (single tables)
All tables in a table set
All tables in a SQL query

Then, You Need to Decide Where to Put the Results
You can export to:

Your browser
A remote OTM server
A file on your OTM server

Guided Demonstration 2 Overview: Exporting a CSV File

Practice 1 Overview: Exporting an OTM Corporation as a CSV

File

Certain Rules Must Be Followed for Editing CSV Files
You should only use MS Excel with extreme caution. If you are not careful, you can
destroys the formatting of dates when using MS Excel. Use a text editor instead.
If you have a comma (,) in your data, enclose the data within double quotes ("); otherwise,
OTM separates your data into two columns.
Skip the columns for insert_user, insert_date, update_user, and update_date. The database
adds data for these columns automatically.
Skip any optional columns you do not need. Remember to exclude those column names
when you define your column names for your CSV file.

Practice 2 Overview: Editing the Corporation CSV File

You Can Import CSV Files into OTM Using One of These
Methods
Now, lets review importing the new corporation into OTM.

OTM Integration Manager as a single CSV file
ClientUtil (a Python script)
OTM Integration Manager with multiple CSV files in a zip file using CSVUtil
Lets discuss uploading single CSV files via the OTM Integration Manager.

Guided Demonstration 3 Overview: Importing a CSV File

Practice 3 Overview: Importing your Edited Corporation CSV File

Results of Importing a Single CSV File via the OTM Integration

Manager
Finally, lets see how to read the results message shown by OTM when your
import is complete.
After processing the import command, OTM responds with an XML message either on the
page. The XML message contains the following elements:
Information passed in as input parameters such as the Command (i above), DataDir, and
DataFileName (CORPORATION.CSV above).
The most important piece of information is the ProcessCount which in this example is 1
which means that our new corporation was processed successfully.

Practice 4 Overview: Verifying New Corporation Now Exists in

OTM

Summary

Appendix C: Integrating OTM

and EBS
Chapter 57
Appendix C: Integrating OTM and EBS

Chapter 57 - Page 1
Appendix

Chapter 57 - Page 2
Objectives
After completing this appendix, you should be able to understand how the
following work the with OTM to EBS integration:
EBS domain
Load the WSDL for the BPEL service into OTM
External system for planned shipments out of OTM
Various EBS agents
OTM to Oracle Accounts Payable mapping
Note: This appendix only shows the OTM to EBS integration from a high-level. If you want
more detailed information on this integration, please refer to the OTM online help Show Mes.

Chapter 57 - Page 3
Provides out-of-the-box and seamless integration between OTM

and EBS Accounts Payable in support of the freight payment
process flow
The packaged integration is based completely on Oracle technology OTM to BPEL to

EBS Accounts Payable.
The packaged integration flow provides a proven transactional and master data template
for implementation.
Packaged integration for this flow includes:
Connectivity between OTM and an E-Business Suite instance via BPEL Process Manager.
Standard mapping of the OTM Voucher XML into BPEL.
Transformation/mapping of OTM Voucher XML into the Payables Open Interface tables
AP_INVOICES_INTERFACE and AP_INVOICE_LINES_INTERFACE.
Delivery of mapped data into EBS Accounts Payable Open Interface tables via BPEL.

Chapter 57 - Page 4
First, you copy the EBS domain to an EBS client domain
OTM now comes with a pre-staged domain called EBS which contains automation agents
and other data that is necessary for the OTM to EBS integration.
To create your EBSCLIENT domain, you copy the E1 domain to the new EBSCLIENT
domain. Note: this domain does not need to be named EBSCLIENT but it should be
named for each of the EBS clients that you expect to integrate OTM with.
For more details on creating the EBSCLIENT domain, see the OTM online help Show
Mes.

Chapter 57 - Page 5
Create an external system for planned shipments out of OTM
You will need to create a separate external system for each flow out of OTM. In most
integration projects, you will need to create at least two, one for the planned shipment out
of OTM and another for the voucher.
Before actually creating the external system, you need to retrieve the WSDL from BPEL.
The, you need to create the PLANNED SHIPMENT FROM OTM web service using the
newly retrieved WDSL document WSHRECEIVESHIPMENTFROMOTM.
Now, you are ready to actually create the external system. When creating the external
system, you add the Web Service PLANNED SHIPMENT FROM OTM to the external
system. This screen shot shows what the web service portion of the external system might
look like.
For more details on creating the external system, see the OTM online help Show Mes.

Chapter 57 - Page 6
You can edit the copied automation agents
The automation agents for the OTM to EBS integration include the following:
EBS ORDER RELEASE OMD
EBS ALLOCATE ORDER RELEASE WHEN PLANNED
SEND FIRST LEG SHIPMENT TO EBS
SHIPMENT MOD RESEND TO EBS
SHIPMENT DELETE SEND TO EBS
SHIPMENT COMPLETED PERFORM FINANCIALS
In the next slides, we will take a quick look at each of these automation agents. To see more
detail about each of these automation agents, please refer to the OTM online help Show Mes.

Chapter 57 - Page 7
OTM setup supports mapping into Account Payables Open

Interface AP_INVOICES_INTERFACE and
AP_INVOICE_LINES_INTERFACE
Accounts Payable interface field vendorNum is mapped from OTM ServiceProvider Alias
Qual =VENDOR_NUM.
Accounts Payable interface field vendorSiteCode is mapped from OTM ServiceProvider
Alias Qual = VENDOR_SITE_CODE.
Accounts Payable interface field distCodeConcatenated is mapped from OTM
conditionally by BPEL to either the location reference number qualifier
ACCOUNT_NUMBER from the source location or the location reference number
qualifier ACCOUNT_NUMBER on the service provider location.
EBS setup:
Suppliers as necessary
Source = TRANSPORTATION MANAGEMENT added to Accounts Payable Source
Look-up Table

Chapter 57 - Page 8
OTM Voucher to Oracle EBS AP Integration
The OTM setup that is shown on this page includes:

AP interface field vendorNum is mapped from OTM ServiceProvider Alias Qual
=VENDOR_NUM
AP interface field vendorSiteCode is mapped from OTM Service Provider Alias Qual =
VENDOR_SITE_CODE

Chapter 57 - Page 9
OTM Voucher to Oracle EBS AP Integration (continued)
AP interface field distCodeConcatenated is mapped to the OTM location reference

number qualifier ACCOUNT_NUMBER from the source location

OTM Voucher to Oracle EBS AP Integration
Freight invoices are entered into OTM in one of the following ways:
- Transmitted from the carrier and imported into OTM
- Auto-generated in OTM for auto-pay freight payment processing
Freight invoices are then:
- Matched to the appropriate shipment in OTM
- Checked to ensure that the invoice and rated shipment cost are within the specified
tolerance range
Approved invoices are then vouchered
The approved voucher is transmitted to EBS Accounts Payable via BPEL
BPEL maps and transforms the OTM voucher into the payables open interface tables:
AP_INVOICES_INTERFACE and AP_INVOICE_LINES_INTERFACE
Transmitted vouchers are imported as invoices in Accounts Payable
Invoices in Accounts Payable are then validated and paid

OTM Voucher to Oracle EBS Accounts Payable Integration

Process Flow
The following occurs in OTM:

The shipment status is complete.
If auto-pay is yes, then OTM creates an invoice.
- Then, OTM completes the audit/pay/approve process and sends a voucher to Oracle
Accounts Payable.
If auto-pay is no, then OTM waits to receive an invoice from the carrier.
- When the invoice is recieved, OTM completes the audit/pay/approve process and
sends a voucher to Oracle Accounts Payable.
In Oracle Accounts Payable, the following happens:
Oracle Accounts Payable creates an approved invoice.
Oracle Accounts Payable then pays the invoice.

Summary
In this appendix, you should have learned how to understand how the following work the with
OTM to EBS integration:
EBS domain
Load the WSDL for the BPEL service into OTM
External system for planned shipments out of OTM
Various EBS agents
OTM to Oracle Accounts Payable mapping


Appendix D: Integrating OTM

to E1
Chapter 58
Appendix D: Integrating OTM to E1

Chapter 58 - Page 1
Appendix

Chapter 58 - Page 2
Objectives
After completing this appendix, you should be able to understand:

JDE EnterpriseOne to OTM integration process flow
E1 domains
E1 external system
E1 agents for the following flows:
- Purchase order flow

- Sales order flow
- Financials flow
Note: This appendix only shows the OTM to E1 integration from a high-level. If you want

Chapter 58 - Page 3
JD Edwards EnterpriseOne to Oracle Transportation

Management Integration Process Flow
An overview of the key integration is displayed on this slide. As you see, four main integration
points exists within JDE E1. They consist of:
Sales order processing
Purchase order processing
Financials
Master data extraction
The data is populated into a transporter where data is transferred via XML to and from a
standalone Java program.
As illustrated, the sales order integration points consist of:
Freight request
Transportation arrange
Ship confirmation
Transportation confirmation

Chapter 58 - Page 4
The purchase order integration points are quite minimal in nature and contain the Freight
request.
Both sales order and purchase order integration will rely on the same outbound logic from
OTM to E1 when dealing with the inbound voucher.

Chapter 58 - Page 5
The following data is loaded as master data into OTM
Locations and carriers/service providers are loaded as master data.

You can select E1 data to be sent to OTM based on processing options (specifying data
criteria).
Locations will be updated on a transactional basis with the order interface.
Items will be created on the fly on a transactional basis via the order interface.
Configure pre-defined cross-reference tables for referential data such as:
Transport modes
Currency
UOMs
which are used to map the E1 values to the values existing in OTM.

Chapter 58 - Page 6
The E1/OTM integration will support a multiple domain structure

in OTM
When data is being sent from E1, you can specify an OTM domain using processing options in
E1.
Locations and carriers/service providers
- You can specify into which domain these locations should be loaded
E1 Freight request (order base or order release in OTM), you can specify the domains for
the following on the processing options:
- Order release
- Locations (including carrier/service provider)
- Items
OTM actual shipment (E1 transportation confirmation)
- Updating order - use the domain into which the order was sent
- Updating shipment - use the domain that was associated with the shipment when it
was sent from OTM

Chapter 58 - Page 7
A SHIPPER domain is used when configuring OTM to integrate

with JD Edwards E1
OTM now comes with a pre-staged domain called E1 which contains automation agents
and other data that is necessary for the OTM to E1 integration.
To create this SHIPPER domain, you copy the E1 domain to the new SHIPPER domain.
For more details on creating the SHIPPER domain, see the OTM online help Show Mes.

Chapter 58 - Page 8
Create an external system to represent E1 and accept all flows

out of OTM
In order to configure the external system within OTM, you must first determine what the
URL is for the receiving system.
The steps to determine the URL within can be found in detail in the E1 Servlet Installation
Instructions.
The URL is composed of the following:
- Server and Port
- Context Root
- URL Pattern
The external system should also include the following:
- The E1 user name and password
- The Trans Ack Expected option should be selected.
- As should the Use Ack Status option.
For more details on creating the external system, see the OTM online help Show Mes.

Chapter 58 - Page 9
Three key integration points have been designed to be seamless

between JDE E1 and OTM
They consist of:

Freight Request
- An E1 freight request is related to an OTM TransOrder. A TransOrder is a
transmission from E1 to OTM.
- OTM creates an order base from the JDE E1 freight request.
PO Status Change of Cancel/Close/Hold
- E1 sends a purchase order status change of cancel/hold/close to OTM. The purchase
order status change is related to a TransOrder status.
- OTM then updates the order base with the status change.
Inbound voucher
- OTM sends a voucher to E1.
- JDE E1 processes the inbound voucher.

An E1 purchase order is sent to OTM as an order base with lines
In E1, the following is completed:

E1 creates the purchase order and sends updates as well.
E1 sends the purchase order to OTM.
In OTM, the following is completed:
OTM creates the order base.
OTM creates the release instruction.
OTM generates the order release.
An OTM automation agent reacts to purchase order updates sent from OTM based on predefined requirements.
OTM plans the buy side shipment.
OTM tenders the shipment to the carrier.
The carrier completes the following:
Carrier receives the tender from OTM.
Carrier either accepts or declines the tender and sends this response back to OTM.

You can edit the copied automation agent for the purchase order
flow
The E1 ORDER BASE OMD automation agent was copied from the E1 domain when you
set up the SHIPPER domain.
You should review the E1 ORDER BASE OMD automation agent for accuracy and make
changes as necessary.
The E1 ORDER BASE OMD agent listens for any modifications to the order via
integration. The action ORDER BASE - MOD - FUTURE PROCESSING will be
triggered for any update to an order base.
For more details on the E1 ORDER BASE OMD automation agent, see the OTM online help
Show Mes.

Five key integration points have been designed to be seamless

between JDE E1 and OTM
They consist of:

Freight Request (Order Release)
- E1 sends a freight request to OTM.
- OTM creates an order release from the freight request.
Transportation Arranged (Planned Shipment)
- OTM marks the shipment as a planned shipment and sends a status update of planned
shipment to E1.
- E1 marks the shipment as transportation arranged.
Shipment Confirmation (Order Release Update and Actual Shipment)
- E1 sends a shipment confirmation to OTM.
- OTM processes the shipment confirmation as an order release update and an actual
shipment.

Transportation Confirmation (Updated Planned Shipment)

- OTM updates the planned shipment and sends this information to E1.
- E1 sets transportation confirmation for the shipment.
Inbound Voucher
- OTM sends a voucher to E1.
- E1 processes the inbound voucher.

An E1 sales order is sent to OTM as an order release with lines

and ship units
First, E1 completes the following:

E1 creates the sales order.
E1 sends freight request batch process to OTM.
Then, OTM completes the following:
OTM creates the order release.
In OTM, the Order Release OMD automation agent is required to react to changes to the
order release and its related order release lines based on pre-defined requirements.
Next, OTM plans either a buy or sell shipment.
If a buy shipment is created, OTM sends a tender to the carrier.
Then, the carrier completes the following:
Carrier responds to OTM either accepting or declining the tender.

Back in OTM, if the carrier accepts the tender for the shipment:
OTM allocates all shipments both, buy and sell, which includes the additional agent:
TRANS CONFIRM RERATE REALLOC AND RESEND (an update to the shipment
costs or quantities triggers the costs to be re-allocated).
Trans Arranged message causes the following to happen:
- Sends the planned shipmentXML (for the 1st leg) to E1 and sets the shipment status to
SENT TO E1.
Trans Arranged message triggers SECURE RESOURCES ACCEPTED and PICKUP
NOTIFICATION.
- Additional OTM automation agents include:
SHIPMENT MOD in which an update to the shipment dates triggers this message again.
SHIPMENT DELETE in which deleting the shipment triggers a message notifying E1 that
a shipment GID has been deleted.
In E1:
E1 updates the sales order with planned delivery date that was sent from OTM.
E1 runs pick/pack.
E1 creates the sales order confirmation (which for OTM is the order release and shipment
actuals).
E1 sends the sales order confirmation to OTM when all orders on the shipment are
confirmed.
Back in OTM:
OTM processes the actual shipment XML sent from E1.
OTM re-rates both buy and sell shipments, re-drives the buy shipment and re-allocates
both the buy and sell shipments.
The OTM automation agent Trans Confirm runs which sends the planned shipment XML
to E1 which is the 1st leg buy shipment.
Back in E1:
E1 updates the sales order with the freight cost using the order release and order release
line allocation information sent from OTM

Planned shipments from OTM to E1 includes the following:
Single shipment which has a single source location and a single destination location
Multi-stop shipment which has a single source location and multiple destination locations
Multi-leg shipments which have more than one transportation mode
- OTM will only send the first leg shipment to E1 in this case
Parallel shipments (OTM sends all shipments to E1)
Shipment with multiple containers

You can edit the copied automation agents for the sales order
flow
The sales order flow automation agents include the following:

E1 ORDER RELEASE OMD
OR LATEST EST DELV DATE CHANGED
ORDER RELEASE ALLOC
SEND FIRST LEG SHIPMENT TO E1
SHIPMENT MOD - RESEND TO E1
SHIPMENT DELETED SEND INT
TRANS CONFIRM - RERATE REALLOC AND RESEND
ORDER RELEASE DELETE
In the next slides, we will take a quick look at each of these automation agents. To see more
detail about each of these automation agents, please refer to the OTM online help Show Mes.

E1 freight payment integration to OTM
In OTM the following is completed:

OTM completes the shipment.
If autopay is yes, then an invoice is created.
If autopay is no, then OTM waits for an invoice from the carrier.
Carrier does the following:
If required, sends an invoice to OTM.
Then, OTM does the following:
OTM receives the invoice.
If either autopay or if an invoice is approved, OTM creates a voucher.
OTM allocates the voucher.
OTM sends the voucher to E1.
In E1:
When the voucher is received from OTM, E1 creates AP vouchers.

You can edit the copied automation agent for the financials flow
You must review and update the ALLOCATE AND SEND VOUCHER automation agent
which is triggered when a voucher is created.
The automation agent then completes the following actions:
- Allocates the voucher.
- Sends the voucher API to E1.
- Sets the Status Type of ISSUED to the Status Value of ISSUED_ISSUED.
To see more detail about this automation agent, please refer to the OTM online help Show
Mes.

Technical Architecture Diagram of how E1 Enterprise Server

connects to OTM
Here is the Technical Architecture Diagram of how E1 Enterprise Server connects

to OTM.

Summary
In this appendix, you should have learned how to understand:
JDE EnterpriseOne to OTM integration process flow

E1 domains
E1 external system
E1 agents for the following flows:
- Purchase order flow

- Sales order flow
- Financials flow
Note: This appendix only shows the OTM to E1 integration from a high-level. If you want


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Copyright Oracle Corporation, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Log Into OTM ...............................................................................................................................................3-7

OTM 6.0 Core Competence Table of Contents

What is OTM Status? ....................................................................................................................................9-5

OTM 6.0 Core Competence Table of Contents

OTM Response to Shipment Events..............................................................................................................13-9

OTM 6.0 Core Competence Table of Contents

Why Define Items?........................................................................................................................................19-6

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Contract Management ....................................................................................................................................24-1

OTM 6.0 Core Competence Table of Contents

OTM 6.0 Core Competence Table of Contents

Bulk Planning Order Releases........................................................................................................................35-1

OTM 6.0 Core Competence Table of Contents

OTM 6.0 Core Competence Table of Contents

COFC / TOFC ...............................................................................................................................................46-9

OTM 6.0 Core Competence Table of Contents

Types of Order Constraints............................................................................................................................51-9

OTM 6.0 Core Competence Table of Contents

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Understand the transport process of your company.

Basic knowledge of transportation and logistics processes.

There are no prerequisites for this course.

How This Course Is Organized

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Oracle Transportation Management 6.0 Administration Guide

Oracle Transportation Management 6.0 Technical Architecture Guide

Oracle Transportation Management 6.0 Performance Monitoring and

Oracle Transportation Management 6.0 Branding Guide

Oracle Transportation Management 6.0 Structural Changes Guide

Oracle Transportation Management 6.0 Data Management Guide

Oracle Transportation Management 6.0 Integration Guide

Oracle Transportation Management 6.0 External Programming Interface E14521

Oracle Transportation Management 6.0 XML Interface Changes

Oracle Transportation Management 6.0 Application Scalability Guide

Oracle Transportation Management Documentation Library Release 6.0 E14525

Data Dictionary Readme

Consolidated Update Installation Instructions

On Oracle Technology Network (OTN) at

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Do not save changes to the database.

Use the SELECT command to view information stored in the

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Copyright Oracle, 2009. All rights reserved.

OTM 6.0 Core Competence Table of Contents

Copyright Oracle, 2009. All rights reserved.