OTM Exercise

38
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 less-than-truckload carrier Longhorn Trucking.

Transcript of OTM Exercise

Page 1: 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 less-than-truckload carrier Longhorn Trucking.

Page 2: OTM Exercise

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 Enter This Data…

Location ID PHOENIX DC

Location Name PHOENIX DC

Corporation ID PHOENIX CORP (create new)

Corporation Name PHOENIX CORPORATION

Address Lines 123 MAIN STREET

City PHOENIX

Province Code AZ

Postal Code 85004

Country Code USA

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 1 H (hours)

Field Enter This Data…

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Location ID SAN DIEGO STORE

Corporation ID GENERAL STORE INC (create new)

Address Lines 1000 OAK LANE, SAN DIEGO, CA, 92101 USA

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 30 M (minutes)

Name MIRANDA MICHAELS

Comm Method Message Center with a Rank of 1

Field Enter this Data…

Location ID LOS ANGELES STORE

Corporation ID GENERAL STORE INC

Address 2100 WILSHIRE BLVD., LOS ANGELES, CA 90043 USA

Location Role SHIPFROM/SHIPTO

Fixed Stop Time 30 M (minutes)

End of activity

Page 4: OTM Exercise

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 Enter This Data…

Service Provider ID LON9

Service Provider Name LONGHORN LTL

Corporation ID LONGHORN LTL TRUCKING CORP (create new)

Mode Profile LTL

Country Code USA

Time Zone America/Phoenix

Communication Method MESSAGE CENTER

Create the BTT9 service provider.

Field Enter This Data…

Service Provider ID BTT9

Service Provider Name BIG TEXAN TRUCKING

Corporation ID BIG TEXAN TRUCKING (create new)

Mode Profile TL

Country Code USA

Time Zone America/Phoenix

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Communication Method MESSAGE CENTER

Rank 1

Response Time 2 H

Communication Method MANUAL

Rank 2

Response Time 2 H

Create the ATL9 service provider.

Field Enter this Data…

Service Provider ID ATL9

Service Provider Name ANTELOPE LINE

Corporation ID ANTELOPE LINE INC (create new)

Mode Profile TL

Country Code USA

Time Zone America/Phoenix

Communication Method MESSAGE CENTER

End of activity.

Page 6: OTM Exercise

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 Enter This Data…

Calendar ID 6AM TO 9PM

Calendar Notes 6AM TO 9PM 7 DAYS

I would like this calendar’s cycle to be     days long

Selected

Day text field 1

Previous Monday

Day 1

Start Time 6AM and :00

End Time 9PM and :00

Activity RECEIVE

Perform Selected

Override Name CHRISTMAS

Start Date upcoming December 25

Start Time Midnight

End Time Midnight

Activity CLOSED

Perform selected

Page 7: OTM Exercise

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 Enter This Data…

Location ID LOS ANGELES STORE

Roles tab

Calendar ID 6AM TO 9PM

Create the 4AM TO 11PM calendar for a service provider.

Field Enter This Data…

Calendar ID 4AM TO 11PM

Calendar Notes 4AM TO 11PM 7 DAYS

I would like this calendar’s cycle to be     days long

Selected

Day text field 7

Previous Monday

Day 1

Start Time 4AM and :00

End Time 11PM and :00

Activity OFFICEHOURS and perform

Day 2

Start Time 4AM and :00

End Time 11PM and :00

Activity OFFICEHOURS and perform

Day 3

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Start Time 4AM and :00

End Time 11PM and :00

Activity OFFICEHOURS and perform

Day 4

Start Time 4AM and :00

End Time 11PM and :00

Activity OFFICEHOURS and perform

Day 5

Start Time 4AM and :00

End Time 11PM and :00

Activity OFFICEHOURS and perform

Day 6

Start Time MIDNIGHT

End Time MIDNIGHT

Activity CLOSED and perform

Day 7

Start Time MIDNIGHT

End Time MIDNIGHT

Activity 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.

Page 9: OTM Exercise

Field Enter this Data…

Service Provider ID ATL9

Details For the com method of MESSAGE CENTER, the Response time is 2 hours and the calendar is 4AM to 11PM

Service Provider ID BTT9

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

End of activity.

Page 10: OTM Exercise

Exercise 4: Setting up External Systems

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

Field Enter This Data…

External System ID ACCOUNTS PAYABLE

For HTTP: http://www.AP.com

External System ID ACCOUNTS RECEIVABLE

For HTTP: http://www.AR.com

End of activity.

Page 11: OTM Exercise

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 Enter This Data…

Contact ID SD PLANNER

Name MIRANDA MICHAELS

Comm Method MESSAGE CENTER

Comm Method Message Center with a Rank of 1

Com Method ID MANUAL

Comm Method Message Center with a Rank of 2

Create the PHOENIX DC PLANNER contact.

Field Enter This Data…

Contact ID PHOENIX DC PLANNER

First Name MARK

Last Name JONES

Language Spoken English

Comm Method MESSAGE CENTER

Comm Method Message Center with a Rank of 1

Com Method ID MANUAL

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Comm Method Message Center with a Rank of 2

End of activity.

Page 13: OTM Exercise

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 Enter This Data…

Ship Unit Spec ID BULK

Unit Type Both

In/On/Max In

Tare Weight 1.0 LB

Effective Volume 1.5 CU FT

Length per Ship Unit 1.5 FT

Width per Ship Unit 1.0 FT

Height per Ship Unit 1.0 FT

Create a ship unit specification named LARGE BOX using

Field Enter This Data…

Ship Unit Spec ID LARGE BOX

Unit Type Both

In/On/Max In

Tare Weight 1.0 LB

Effective Volume 8.0 CU FT

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Length per Ship Unit 2.0 FT

Width per Ship Unit 2.0 FT

Height per Ship Unit 2.0 FT

Create a ship unit specification named SMALL BOX

Field Enter This Data…

Ship Unit Spec ID SMALL BOX

Unit Type Both

In/On/Max In

Tare Weight 1.0 LB

Effective Volume 1.0 CU FT

Length 1.0 FT

Width 1.0 FT

Height 1.0 FT

Create a ship unit specification named 4X4 PALLET

Field Enter This Data…

Ship Unit Spec ID 4X4 PALLET

Unit Type Both

In/On/Max On

Tare Weight 30.0 LB

Effective Volume 8.0 CU FT

Length 4.0 FT

Width 4.0 FT

Height 0.5 FT

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Create a ship unit specification named CAN using the details provided in the table.

Field Enter This Data…

Ship Unit Spec ID CAN

Unit Type Packaging Unit

In/On/Max In

Tare Weight 75.0 LB

Effective Volume 0.01 CU FT

Length 0.21 FT

Width 0.21 FT

Height 0. 42 FT

End of activity.

Page 16: OTM Exercise

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 Enter this Data…

NMFC Class ID 60.0

NMFC Class Name 60.0

Domain Name PUBLIC

End of activity.

Page 17: OTM Exercise

Exercise 8: Creating Commodity & Item

Create a commodity of AUTOMOTIVE PARTS

Navigation - OTM > Order Management > Material Management > Commodity

Field Enter this Data…

Commodity ID AUTOMOTIVE PARTS

Commodity Incompatibilities SNACK FOOD

Create an item of MOTOR OIL

Navigation - OTM > Order Management > Material Management > Item

Field Enter this Data…

Item ID MOTOR OIL

Commodity ID AUTOMOTIVE PARTS

Packaging Unit LARGE BOX

Inner Pack Packaging Unit CAN

Inner Pack Count 6

End of activity.

Page 18: OTM Exercise

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 Enter this Data…

Equipment Group ID 48FT TRAILER

Effective Volume 3576 CU FT

Effective Weight 48000 LB

Length 47.50 FT

Width 8.25 FT

Height 9.25 FT

Creating an Equipment Group Profiles - 48FT TRAILERS COMPAT

Navigation - OTM > Asset Management > Equipment Group Management > Equipment Group Profile

Field Enter this Data…

Equipment Group Profile ID 48FT TRAILERS COMPAT

Compatible Marked

Equipment Group ID 48FT TRAILER (from previous exercise)

End of activity.

Page 19: OTM Exercise

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.

Navigation – OTM > Financials > Payment Rule Management > Match Rule

Field Enter This Data…

Match Rule ID STANDARD RULE

Match Rule Description DEFAULT RULE FOR NON CONSOLIDATED INVOICES

Consolidation Rule Type STANDARD

Exact Match Selected

Match One or More Selected

Shipment Refnum Qual ID BM

Creating a Match Rule Profile named DEFAULT RULE PROFILE

Navigation - OTM > Financials > Payment Rule Management > Match Rule Profile

Field Enter This Data…

Match Rule Profile ID DEFAULT RULE PROFILE

Match Rule Profile Description

DEFAULT PROFILE FOR INVOICES

Match Rule ID STANDARD RULE

Create an auto approve rule named DEFAULT APPROVAL.

Page 20: OTM Exercise

Navigation - OTM > Financials > Payment Rule Management > Auto Approve Rule

Field Enter This Data…

Auto Approve Rule ID DEFAULT APPROVAL

Description DEFAULT APPROVE RULE

Apply Cost Approval Rule checkbox

Checked

Percent Above Cost Default 1

Percent Below Cost Default 1

Consolidation Rule Type BOTH

Create an auto approve rule profile named DEFAULT APPROVAL PROFILE.

Navigation - OTM > Financials > Payment Rule Management > Auto Approve Rule Profile

Field Enter This Data…

Auto Approve Rule Profile ID DEFAULT APPROVAL PROFILE

Description DEFAULT PROFILE FOR INVOICES

Auto Approve Rule ID DEFAULT APPROVAL

Create an allocation rule named ALLOC RULE.

Navigation - OTM > Financials > Allocation Rule Management > Allocation Rule

Field Enter This Data…

Allocation Rule ID ALLOC RULE

Order checkbox Selected

Line checkbox Selected

Consolidated Invoice Allocation Type

BY LINE ITEM

Planning Basis LINE

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Planning Metric WEIGHT

Planning/Percent 100

Planning Basis ORDER

Planning Metric WEIGHT

Planning/Percent 100

Voucher Basis LINE

Voucher Metric WEIGHT

Voucher /Percent 100

Voucher Basis ORDER

Voucher Metric WEIGHT

Voucher /Percent 100

Customer Bill Basis LINE

Customer Bill Metric WEIGHT

Customer Bill /Percent 100

Customer Bill Basis ORDER

Customer Bill Metric WEIGHT

Customer Bill /Percent 100

Create an allocation rule profile named ALLOC RULE PROFILE

Navigation - OTM > Financials > Allocation Rule Management > Allocation Rule Profile

Field Enter This Data…

Allocation Rule Profile ID ALLOC RULE PROFILE

Allocation Rule ID ALLOC RULE

Page 22: OTM Exercise

Attach the rule profiles to the carrier ATL9.

Navigation -OT M > Contract and Rate Management > Service Provider Management > Service Provider Manager

Field Enter This Data…

Service Provider ID ATL9 (already exists)

Allocation Rule Profile ID ALLOC RULE PROFILE

Auto Approve Rule Profile ID DEFAULT APPROVAL PROFILE

Match Rule Profile ID DEFAULT RULE PROFILE

End of activity.

Page 23: OTM Exercise

Exercise 10: Creating Distances

Create a lane and distance for:

Arizona to California

Arizona to San Diego

San Diego to Los Angeles

Los Angeles to San Diego

Navigation - OTM > Transportation Planning and Execution > Power Data > Geography > Distance

Field Enter This Data…

Lane ID AZ-CA (create new)

Source Geo Hierarchy STATE/PROVINCE

Destination Geo Hierarchy STATE/PROVINCE

Source Province Code AZ

Destination Province Code CA

Rate Distance ID Lookup Only

Value 383 MI

Create a lane and distance for AZ-SD.

Field Enter This Data…

Lane ID AZ-SD (create new)

Source Geo Hierarchy STATE/PROVINCE

Destination Geo Hierarchy CITY

Source Province Code AZ

Destination City SAN DIEGO

Destination Province Code CA

Destination Country Code USA

Page 24: OTM Exercise

Rate Distance ID Lookup Only

Value 355 MI

Create a lane and distance for SD-LA

Field Enter This Data…

Lane ID SD LA (create new)

Source Geo Hierarchy CITY

Destination Geo Hierarchy CITY

Source City SAN DIEGO

Source Province Code CA

Source Country Code USA

Destination City LOS ANGELES

Destination Province Code CA

Destination Country Code USA

Rate Distance ID Lookup Only

Value 120 MI

Create a lane and distance for LA-SD.

Field Enter This Data…

Lane ID LA SD (create new)

Source Geo Hierarchy CITY

Destination Geo Hierarchy CITY

Source City LOS ANGELES

Source Province Code CA

Source Country Code USA

Destination City SAN DIEGO

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Destination Province Code CA

Destination Country Code USA

Rate Distance ID Lookup Only

Value 120 MI

End of activity.

Page 26: OTM Exercise

Exercise 11: Creating a Rate Service

Create the TL AZ CA rate service

Navigation - OTM > Contract and Rate Management > Contract Management > Rate Service

Field Enter This Data…

Rate Service ID TL AZ CA

Rate Service Type LOOKUP

Lane ID 850-921 (create new)

Source Geo Hierarchy USZIP3

Destination Geo Hierarchy USZIP3

Postal Code 850

Postal Code 921

Service Time 3 D

Create the SIMULATION TL rate service3

Field Enter This Data…

Rate Service ID SIMULATION TL

Rate Service Type SIMULATION

Distance 10 MI

Speed 20 MPH

Distance 100 MI

Speed 45 MPH

Distance 1000 MI

Speed 55 MPH

End of activity.

Page 27: OTM Exercise

Exercise 12: Creating Rate Version

Create the UNTIL 2010 rate version

Navigation - OTM > Contract and Rate Management > Power Data > Contracts > Rate Version

Field Enter This Data…

Rate Version ID UNTIL 2010

Effective Date

Expiration Date

End of activity.

Page 28: OTM Exercise

Exercise 13: Creating TL Rate Offerings

Create the truckload or TL rate offering named ATL9 TL

Navigation - OTM > Contract and Rate Management > Contract Management > Rate Offering

Field Enter This Data…

Rate Offering ID ATL9 TL

Offering Type TL

Service Provider ID ATL9 (from previous exercise)

Rate Service ID SIMULATION TL

Transport Mode TL

Perspective Buy

Version UNTIL 2010

Stops Included In Rate 2

Total All Stops 3

Pickup Stops 1

Delivery Stops 2

Low Stops 1

High Stops 1

Per Stop Charge 100.00 USD

Rate Distance ID LOOKUP ONLY

Create the truckload or TL rate offering named BTT9 TL.

Field Enter This Data…

Rate Offering ID BTT9 TL

Offering Type TL

Service Provider ID BTT9

Rate Service ID SIMULATION TL

Page 29: OTM Exercise

Transport Mode TL

Perspective Buy

Version UNTIL 2010 (already exists)

Stops Included In Rate 2

Total All Stops 4

Pickup Stops 1

Delivery Stops 3

Low Stops 1

High Stops 1

Per Stop Charge 105.00 USD

Low Stops 2

High Stops 2

Per Stop Charge 130.00 USD

Rate Distance ID LOOKUP ONLY

End of activity.

Page 30: OTM Exercise

Exercise 14: Creating TL Rate Records

Create the truckload or TL rate record named ATL9 850-CA

Navigation - OTM > Contract and Rate Management > Contract Management > Rate Record

Field Enter This Data…

Rate Offering ID ATL9 TL

Rate Record ID ATL9 850-CA

Source Geo Hierarchy USZIP3

Destination Geo Hierarchy STATE/PROVINCE

Source Geography Postal Code 850

Destination Geography Province Code

CA

Amount 550.00 USD

Basis Shipment

Create the truckload or TL rate record named BTT9 AZ-CA

Field Enter This Data…

Rate Offering ID BTT9 TL

Rate Record ID BTT9 AZ-CA

Source Geo Hierarchy STATE/PROVINCE

Destination Geo Hierarchy STATE/PROVINCE

Source Geography Postal Code AZ

Destination Geography Province Code

CA

Amount 600.00 USD

Basis Shipment

End of activity.

Page 31: OTM Exercise

Exercise 15: Create Itinerary

Create a multi-stop itinerary named AZ-CA MULTISTOP

Navigation – OTM > Transportation Planning and Execution > Itinerary Management > Itinerary Manager

Field Enter This Data…

Itinerary ID AZ-CA MULTISTOP

Perspective Buy

Itinerary Type Active

Source Geo Hierarchy STATE/PROVINCE

Destination Geo Hierarchy STATE/PROVINCE

Multi-Stop Itinerary Selected

Source Geography Province Code

AZ

Destination Geography Province Code

CA

New Leg

Sequence Number 1

Primary Selected

Equipment Assignment Type Optimize Equipment

Mode Profile ID LAND

Equipment Group Profile ID 48FT TRAILERS COMPAT

End of activity.

Page 32: OTM Exercise

Exercise 16: Creating Order Base

Create the MULTISTOP3 order base

Navigation – OTM > Order Management > Purchase Order > Order Base

Field Enter This Data…

Order Base ID MULTISTOP3

Reference Number 54323

Reference Number Qualifier PO

Line Item checkbox Marked

Packaged Item ID MOTOR OIL (previously created)

Total Package Count 500

Transport Handling Unit 4X4 PALLET

Source Location PHOENIX DC (previously created)

Destination Location SAN DIEGO STORE

Shippable Marked

Net Weight 4000 LB

Net Volume 200 CU FT

Involved Party Contact (on the Involved Parties tab)

PHOENIX DC PLANNER

Communication Method BY CONTACT

Involved Party Qualifier LOGISTICS

End of activity.

Page 33: OTM Exercise