Multi Stop Shipment OTM

MULTI-STOP SCENARIO IN ORACLE TRANSPORTATION MANAGEMENT

Bangalore,India

Truck

Bangalore,India

Bombay,India

Chennai,India Truck

Basic Set-up Steps (Business Modelling Function) 1. Defining Locations and Corporations for the source and destinations. 2. Creation and Assignment of a Calendar to the location. 3. Defining a Contact and assigning it to the location 4. Create a Commodity , Item and associate the Item to the Commodity 5. Create a Equipment Group, Equipment Group Profile and associate the Equipment Group to the profile 6. Defining of Service Providers 7. Create Rate Service and Rate Offerings for Service Providers 8. Associate Rate Service to the Rate Offerings 9. Create a Rate Record associated to the Rate Offerings 10. Create a Itenary for scenario

Steps in Simulation (Order Management, Transportation Planning and Shipment Execution) •

Creation of a Simple Order (Order Management >>Purchase Order>>Simple Order

•

Build Shipment from the automatically created release. (Order Management>>Order Release>>Order Release>>Actions>>Buy Shipment >>Direct)

•

View the Shipment on a Map (Shipments>>Actions>>View>>Map related shipments)

•

Tender the shipment to the service provider (Shipments View Page >>Actions>>Tender>>Secure Resources)

•

Acceptance of the Tender by the Service Provider (Shipments View Page >>Actions>>Tender>>Accept Tender)

•

Create an Invoice from the Buy Shipment (Shipments View Page >>Actions>>Settlement>>Create Invoice)

DEFINING BUSINESS OBJECTS 1

Defining Locations and Corporations

A. Transportation Planning and Execution: Location Management>>Location Manager>>New Identification tab: ---------------------Location Id: MLS_BANGALORE Corporation ID: AM City: BANGALORE Country Code: IND Time Zone: Asia/Calcutta Latitude: 12.95 Longitude: 77.61 Roles tab -----------Location Role: Ship From/Ship To Calender Id: Define calender -- Ban_Cal Communications and Remarks tab -----------------------------------------Communication Method: E-mail E-mail address: xyz.com B. Click Finished to complete Location Creation

2

Define Commodity , Item

C. Create another Location: MLS_MUMBAI and MLS_CHENNAI as per steps above A. Order Management>> MaterialManagement>>Commodity>>New Commodity Id: COMNEW Commodity Name: NEW COMMODITY B. Order Management>>Material Management>>Commodity>>New Item Id: ITEM1

Commodity Id: COMNEW Click New Package Item Id: ITEM1_PACK Packaging Unit: STANDARD PALLET Package Weight: 2 KG C. Click Save and Finished

3

Defining Equipment Groups and Equipment Group Profile

A. Asset Management>>Equipment Group Management >>Equipment Group>>New Equipment Group Id : TRUCK Effective Volume: 18.79 CUM Effective Weight: 80.00 KG Length: 0.25 M Weight: 0.25 M Volume: 0.25 M B. Click Finished C. Asset Management>>Equipment Group Management >>Equipment Group Profile>>New Equipment Group Profile Id : TRUCK_PROF Compatible: Checked Equipment Group Id: Select TRUCK and Save

4.

Define Service Provider

D. Click Finished A. Contract and Rate Management>>Service Provider Management>> Service Provider Manager>>New Service Provider Id: DHL Corporation Id: AM Mode Profile: TL Invoicing Process: STANDARD City: BANGALORE Country Code: IND Communications and Remarks tab -----------------------------------------Communication Method: E-mail E-mail address: xyz.com

D. Click Finished 5

Define Rate Service A. Contract and Rate Management>>Contract Management>> Rate Service>>New Rate Service Header tab ------------------------------Rate Service Id: AM_RATE Rate Service Type: LOOKUP

Rate Service Details -------------------------A. Define New Lane Lane Id: LANE_B Source Geo Hierarchy: COUNTRY Destination Geo Hierarchy: COUNTRY Country Code: IND B. Click Finished C. Service Time: 1 DAY D. Click Finished 6

Define Rate Offering

A. Contract and Rate Management>>Contract Management>> Rate Offering>>New Rate Header tab -------------------Offering Id: AM_OFFER Offering Type: TL Rate Service Id: AM_RATE Transport Mode: TL Perspective : ALL Currency: USD Version: 2005_2010 Exchange Rate Id: DEFAULT Active Checkbox: SELECTED Attributes Tab --------------------Rate Distance Id: LOOKUP ELSE ESTIMATE B. Click Finished

7

Define Rate Record

A. Contract and Rate Management>>Contract Management>> Rate Record>>New B. Enter AM_OFFER>>Search>>Select AM_OFFER>>Finish Lane Info Tab -----------------Rate Record Id: RR_MS Source Geo Hierarchy: LOCATION Destination Geo Hierarchy: COUNTRY Attributes Tab ------------------Source Geo Location Id : MLS_BANGALORE Destination Geo Country Id: IND Rate Costs Tab -------------------Click Add a Cost Amount: 1 USD Basis: SHIPMENT Save

8

Define Itinerary

C. Click Finished A. Transportation Planning and Execution: Itinerary Management>> Itinerary Manager>>New Parameters Tab --------------------Itinerary Id: MLS_BAN_MUM Perspective: ALL Itinerary Type: ACTIVE Source Geo Hierarchy: LOCATION Destination Geo Hierarchy: COUNTRY Multistop Checkbox: SELECTED Lane Definitions Tab ---------------------------Source Geo Location Id : MLS_BANGALORE Destination Country Code Id: IND List Legs Tab --------------------

Click New Leg Sequence Number: 1 Primary Check box: SELECTED Equipment Assignment Type: OPTIMIZE EQUIPMENT

Create Single Shipment Check Box: SELECTED Calculate Contracted Rate: SELECTED Calculate Service Time: SELECTED Mode Profile Id: TL Equipment Group Profile Id: TRUCK_PROF Save B. Click Finished

SIMULATION OF A MULTI-STOP SHIPMENT FLOW

1

Create Order Base** and Order Release

A. Order Management>>Purchase Order>>Simple Order Simple Order Tab -----------------------Order Base Id: OB_MLS1 Source Location: MLS_BANGALORE Destination Location: MLS_MUMBAI Ensure Radio Button on LINE ITEM Click on Ship Unit button Line Item Tab -----------------Click New Line Item button Packaged Item Id: ITEM1_PACK Total Weight: 1 KG Total Volume: 1 CUFT Total Package Count: 1 Save B. Click Finished C. Create another similar Order Base OB_MLS2 Source Location: MLS_BANGALORE Destination Location: MLS_CHENNAI Other Details same as Order Base OB_MLS1

** Order Base is not always needed. Order Releases can be directly created and planned. (Nav: Order Management>>Order Release>>Order Release) D. Query the Order Base: OB_MLS1 and OB_MLS2 >Do a right click or Click on Smart Links icon>Select Related Order Releases E. Note Order Release Ids: OB_MLS1_001 and OB_MLS2_001

2

Plan Order Release on to a Shipment

A. Order Management>>Order Release>>Order Release Query Order Release: OB_MLS1_001 and OB_MLS2_001 Select both the Order Releases>Actions>Create Buy Shipments>Multi-stop Click OK on the Equipment Selection Page Buy Shipment is created. Alternatively ,Bulk plan can be used for planning the Order Releases Nav: Actions>Create Buy Shipments>Bulkplan-Buy

3

Tender the Shipment

Transportation Planning and Execution: Shipment Management>> Buy Shipments Search Shipment Select Shipment>Actions>Tender>Secure Resources Query Shipment: Observe Status: SECURE_RESOURCES_TENDERED

4

Accept Tender

Transportation Planning and Execution: Shipment Management>> Buy Shipments Search Shipment Select Shipment>Actions>Tender>Accept Tender Query Shipment: Observe Status: SECURE_RESOURCES_ACCEPTED

5

Create an Invoice

Transportation Planning and Execution: Shipment Management>> Buy Shipments Search Shipment Select Shipment>Actions>Settlement>>Create Invoice

Basic Troubleshooting Log File would need to be reviewed to debug issues where Order Releases are not getting planned on to Shipments. Please refer Metalink Note: 387267.1 which explains the appropriate logging parameters that needs to be enabled and also the log generation.