OTM Exercise

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Transcript of OTM Exercise

The multi-stop shipment travels from the Phoenix, Arizona, USA distribution center to San Diego, California, USA and Los Angeles, California, USA. The Phoenix Corporation in Phoenix, Arizona, USA is the site of the new OTM installation. Phoenix Corporation delivers all types of products to mass merchandisers. Among those merchandisers are the chain The General Store with outlets in San Diego, California, USA and Los Angeles, California, USA. Shipments can be transported by either the Big Texan or Antelope Line truckload carrier or by the lessthan-truckload carrier Longhorn Trucking.

Exercise 1: Creating Locations Create following locations: PHOENIX DC (distribution center in Phoenix, Arizona which serves as the source location) PHOENIX CORP SAN DIEGO STORE (destination location) GENERAL STORE INC LOS ANGELES STORE (destination location) GENERAL STORE INC

Navigation OTM > Transportation Planning and Execution > Location Management > Location Manager

Field Location ID Location Name Corporation ID Corporation Name Address Lines City Province Code Postal Code Country Code Location Role Fixed Stop Time

Enter This Data PHOENIX DC PHOENIX DC PHOENIX CORP (create new) PHOENIX CORPORATION 123 MAIN STREET PHOENIX AZ 85004 USA SHIPFROM/SHIPTO 1 H (hours)

Field

Enter This Data

Location ID Corporation ID Address Lines Location Role Fixed Stop Time Name Comm Method

SAN DIEGO STORE GENERAL STORE INC (create new) 1000 OAK LANE, SAN DIEGO, CA, 92101 USA SHIPFROM/SHIPTO 30 M (minutes) MIRANDA MICHAELS Message Center with a Rank of 1

Field Location ID Corporation ID Address Location Role Fixed Stop Time

Enter this Data LOS ANGELES STORE GENERAL STORE INC 2100 WILSHIRE BLVD., LOS ANGELES, CA 90043 USA SHIPFROM/SHIPTO 30 M (minutes)

End of activity

Exercise 2: Creating Service Providers Create Service providers: Longhorn LTL Big Texan Trucking (TL carrier) Antelope Lines (TL carrier)

Navigation OTM > Contract and Rate Management > Service Provider Management > Service Provider Manager Create the LON9 service provider. Field Service Provider ID Service Provider Name Corporation ID Mode Profile Country Code Time Zone Communication Method Enter This Data LON9 LONGHORN LTL LONGHORN LTL TRUCKING CORP (create new) LTL USA America/Phoenix MESSAGE CENTER

Create the BTT9 service provider. Field Service Provider ID Service Provider Name Corporation ID Mode Profile Country Code Time Zone Communication Method Enter This Data BTT9 BIG TEXAN TRUCKING BIG TEXAN TRUCKING (create new) TL USA America/Phoenix MESSAGE CENTER

Rank Response Time Communication Method Rank Response Time

1 2H MANUAL 2 2H

Create the ATL9 service provider. Field Service Provider ID Service Provider Name Corporation ID Mode Profile Country Code Time Zone Communication Method Enter this Data ATL9 ANTELOPE LINE ANTELOPE LINE INC (create new) TL USA America/Phoenix MESSAGE CENTER

End of activity.

Exercise 3: Creating & Adding a Calendar Create a calendar named 6AM TO 9PM for Los Angeles Store location Navigation - OTM > Transportation Planning and Execution > Power Data > Calendar > Calendar Definitions Field Calendar ID Calendar Notes Enter This Data 6AM TO 9PM 6AM TO 9PM 7 DAYS

I would like this calendars Selected cycle to be days long Day text field 1 Previous Monday Day Start Time End Time Activity Perform Override Name Start Date Start Time End Time Activity Perform 1 6AM and :00 9PM and :00 RECEIVE Selected CHRISTMAS upcoming December 25 Midnight Midnight CLOSED selected

Add the calendar to a location.

Add the 6AM TO 9PM calendar to the Los Angeles Store location. Navigation - OTM > Transportation Planning and Execution > Location Management > Location Manager > Location

Field Location ID Roles tab Calendar ID

Enter This Data LOS ANGELES STORE

6AM TO 9PM

Create the 4AM TO 11PM calendar for a service provider. Field Calendar ID Calendar Notes Enter This Data 4AM TO 11PM 4AM TO 11PM 7 DAYS

I would like this calendars Selected cycle to be days long Day text field 7 Previous Monday Day Start Time End Time Activity Day Start Time End Time Activity Day Start Time End Time 1 4AM and :00 11PM and :00 OFFICEHOURS and perform 2 4AM and :00 11PM and :00 OFFICEHOURS and perform 3 4AM and :00 11PM and :00

Activity Day Start Time End Time Activity Day Start Time End Time Activity Day Start Time End Time Activity Day Start Time End Time Activity

OFFICEHOURS and perform 4 4AM and :00 11PM and :00 OFFICEHOURS and perform 5 4AM and :00 11PM and :00 OFFICEHOURS and perform 6 MIDNIGHT MIDNIGHT CLOSED and perform 7 MIDNIGHT MIDNIGHT CLOSED and perform

Assign the just created calendars to service providers Navigation - OTM > Contract and Rate Management > Service Provider Management > Service Provider Manager

Add the following information to the two service providers. Field Service Provider ID Details Enter this Data ATL9 For the com method of MESSAGE CENTER, the Response time is 2 hours and the calendar is 4AM to 11PM

Service Provider ID Details

BTT9 Calendar is 4AM to communication methods. 11PM for both

End of activity.

Exercise 4: Setting up External Systems

Navigation OTM > Business Process Automation > Communication Management > External Systems

Field External System ID For HTTP:

Enter This Data ACCOUNTS PAYABLE http://www.AP.com

External System ID For HTTP:

ACCOUNTS RECEIVABLE http://www.AR.com

End of activity.

Exercise 5: Setting up Contacts Configure the following contacts: Contacts SD PLANNER PHOENIX DC PLANNER

Navigation - OTM > Business Process Automation > Communication Management > Contact Create the SD PLANNER contact. Field Contact ID Name Comm Method Comm Method Com Method ID Comm Method Enter This Data SD PLANNER MIRANDA MICHAELS MESSAGE CENTER Message Center with a Rank of 1 MANUAL Message Center with a Rank of 2

Create the PHOENIX DC PLANNER contact. Field Contact ID First Name Last Name Language Spoken Comm Method Comm Method Com Method ID Comm Method Enter This Data PHOENIX DC PLANNER MARK JONES English MESSAGE CENTER Message Center with a Rank of 1 MANUAL Message Center with a Rank of 2

End of activity.

Exercise 6: Creating Ship Unit Specifications Create a ship unit specification named: BULK LARGE BOX SMALL BOX 4X4 PALLET CAN

Navigation - OTM > Asset Management > Power Data > General> Ship Unit Specifications Create a ship unit specification named BULK Field Ship Unit Spec ID Unit Type In/On/Max Tare Weight Effective Volume Length per Ship Unit Width per Ship Unit Height per Ship Unit Enter This Data BULK Both In 1.0 LB 1.5 CU FT 1.5 FT 1.0 FT 1.0 FT

Create a ship unit specification named LARGE BOX using Field Ship Unit Spec ID Unit Type In/On/Max Tare Weight Effective Volume Length per Ship Unit Enter This Data LARGE BOX Both In 1.0 LB 8.0 CU FT 2.0 FT

Width per Ship Unit Height per Ship Unit

2.0 FT 2.0 FT

Create a ship unit specification named SMALL BOX Field Ship Unit Spec ID Unit Type In/On/Max Tare Weight Effective Volume Length Width Height Enter This Data SMALL BOX Both In 1.0 LB 1.0 CU FT 1.0 FT 1.0 FT 1.0 FT

Create a ship unit specification named 4X4 PALLET Field Ship Unit Spec ID Unit Type In/On/Max Tare Weight Effective Volume Length Width Height Enter This Data 4X4 PALLET Both On 30.0 LB 8.0 CU FT 4.0 FT 4.0 FT 0.5 FT

Create a ship unit specification named CAN using the details provided in the table. Field Enter This Data

Ship Unit Spec ID Unit Type In/On/Max Tare Weight Effective Volume Length Width Height

CAN Packaging Unit In 75.0 LB 0.01 CU FT 0.21 FT 0.21 FT 0. 42 FT

End of activity.

Exercise 7: Adding an NMFC Class Code Create an NMFC class code of 60.0: Navigation - OTM > Order Management > Power Data > Item Classifications > NMFC Class Codes Field NMFC Class ID NMFC Class Name Domain Name Enter this Data 60.0 60.0 PUBLIC

End of activity.

Exercise 8: Creating Commodity & Item Create a commodity of AUTOMOTIVE PARTS Navigation - OTM > Order Management > Material Management > Commodity Field Commodity ID Commodity Incompatibilities Enter this Data AUTOMOTIVE PARTS SNACK FOOD

Create an item of MOTOR OIL Navigation - OTM > Order Management > Material Management > Item Field Item ID Commodity ID Packaging Unit Inner Pack Packaging Unit Inner Pack Count Enter this Data MOTOR OIL AUTOMOTIVE PARTS LARGE BOX CAN 6

End of activity.

Exercise 9: Creating an Equipment Group & Equipment Group Profiles Create the 48FT TRAILER equipment group Navigation - OTM > Asset Management > Equipment Group Management > Equipment Group Field Equipment Group ID Effective Volume Effective Weight Length Width Height Enter this Data 48FT TRAILER 3576 CU FT 48000 LB 47.50 FT 8.25 FT 9.25 FT

Creating an Equipment Group Profiles - 48FT TRAILERS COMPAT Navigation - OTM > Asset Management > Equipment Group Management > Equipment Group Profile

Field Equipment Group Profile ID Compatible Equipment Group ID

Enter this Data 48FT TRAILERS COMPAT Marked 48FT TRAILER (from previous exercise)

End of activity.

Exercise 9: Setting Up Financial Rules for a Match Pay Process Setup the following financial rules and profiles: Create match rule and match rule profile Assign the match rule profile to your truckload service provider Create auto approve rule and auto approve rule profile Assign the auto approve rule profile to your truckload service provider

Create a match rule named STANDARD RULE. Navigati