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Release Content Document : OTM & GTM Cloud - Release 6.4.2
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1 Oracle Transportation and Global Trade Management Cloud Release 6.4.2 Release Content Document December 2016
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Transcript of Release Content Document : OTM & GTM Cloud - Release 6.4.2
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Oracle Transportation and Global
Trade Management Cloud
Release 6.4.2
Release Content Document
December 2016
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TABLE OF CONTENTS
TABLE OF CONTENTS ........................................................................................................................................................... 2 REVISION HISTORY .............................................................................................................................................................. 5
ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT .......................................................................... 6
USER INTERFACE REFRESH .................................................................................................................................................. 6 Look and Feel ..................................................................................................................................................................... 6 Logistics Home Page ........................................................................................................................................................... 6 Unified Global Header ........................................................................................................................................................ 6 Menu Management............................................................................................................................................................ 6 Menu - Springboard ........................................................................................................................................................... 7 Menu - Navigator ............................................................................................................................................................... 7 Finder Results ..................................................................................................................................................................... 7 Ask Oracle........................................................................................................................................................................... 7 Rate Maintenance, Landed Cost, and Workbench Finders ................................................................................................ 8
REORGANIZED TRANSMISSION XML SCHEMA ..................................................................................................................... 8 Reorganized Transmission Schema .................................................................................................................................... 8
INTEGRATION CLOUD SERVICE LOGISTICS ADAPTER ............................................................................................................ 8 Integration Cloud Service Logistics Adapter ....................................................................................................................... 8
WORKBENCH ...................................................................................................................................................................... 9 Edit Workbench Content .................................................................................................................................................... 9 Removed Restriction on Number of Workbench Layouts .................................................................................................. 9 Copy Layout ........................................................................................................................................................................ 9 User Access/Domain Grants for Workbench Layouts ........................................................................................................ 9 Inline Edit on Tables ........................................................................................................................................................... 9 Additional OTM Objects Supported in the Workbench ...................................................................................................... 9 Additional GTM Objects Supported in the Workbench .................................................................................................... 10 Master-detail Saved Queries for Workbench - OTM ........................................................................................................ 10 Master-detail Saved Queries for Workbench - GTM ........................................................................................................ 10
ORACLE WALLET ............................................................................................................................................................... 10 Oracle Wallet .................................................................................................................................................................... 10
ORACLE TRANSPORTATION MANAGEMENT ........................................................................................................ 11
ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT) ........................................................................................... 11 Rate Inquiry Ports of Load - Ports of Discharge Constraint .............................................................................................. 11 Automation Agent Improvements.................................................................................................................................... 11 Redesign NMFC Class Codes ............................................................................................................................................. 11 Additional Details on Order Release Line Allocation Entity .............................................................................................. 12 RateWare XL Stop Alternation Support ............................................................................................................................ 12 Shipment Group Tracking Event ....................................................................................................................................... 12 Secondary Charge Rule with Accessorial Code in Result .................................................................................................. 12 Ability to Configure Rates Based on Flex Fields ................................................................................................................ 12 Spatial Integration to Support Postal Code Searches ....................................................................................................... 13 PC*MILER Web Service Upgraded to Use Windows Communication Foundation (WCF) ................................................ 13 PC*MILER Address Validation Match List Option ............................................................................................................. 13 PC*MILER Version Provided in Web Service Call .............................................................................................................. 13 PC*MILER Web Services Staged External Service Engine Configurations......................................................................... 13 PC*MILER|Rail Web Services ........................................................................................................................................... 13 Generate Excel Reports using Excel Format Template ..................................................................................................... 14 Charge Basis Added to Rate Cost View Screen ................................................................................................................. 14
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Provide Lat_Long Cache for Logic Configuration Rate Service ID ..................................................................................... 14 Certify EBS Accounts Payable Integration via SOA 12c ..................................................................................................... 14 Sequencing Factor for Accessorial Rating ......................................................................................................................... 14 Agent Action to Copy Flex Fields Between Objects .......................................................................................................... 14 Notify Contact Agent Action ............................................................................................................................................. 14 Rate Basis Item for Shipment Total Rest Time ................................................................................................................. 15 Rate Basis Items for External Rating Engine ..................................................................................................................... 15 Rate Basis Items for Order Ship Unit Line Length, Weight and Height ............................................................................. 15 SQL Servlet Show Execution Plan ..................................................................................................................................... 15 Certify SharePoint 2013 ................................................................................................................................................... 15 Cloud Document Service Integration ............................................................................................................................... 15 Rate Factor Logic Re-write in Java .................................................................................................................................... 16 Online Booking and Tendering Screens Additional Shipment Attributes ......................................................................... 16 Online Booking and Tendering Screens Actions for Reports and Documents .................................................................. 16 Online Booking and Tendering Screens Improved Performance Properties .................................................................... 16 Workbench Map Enhancements ...................................................................................................................................... 16
Order Management .............................................................................................................................................................. 17 Location Level TiHi Specification Overrides ...................................................................................................................... 17 Edit Shipment Agent Works on Ship Units that Contain Lines from Multiple Orders ...................................................... 17 OMD Propagator Enhancement ....................................................................................................................................... 17 Build Ship Units with Maximum Number of Different Items ............................................................................................ 17 ERU Information Added to Shipment Manager Equipment Tab ...................................................................................... 18 Ship Unit Build Properties Moved To Parameters ............................................................................................................ 18 Control Repack Processing by Modes .............................................................................................................................. 18 Order Configuration UI to Show Ship Unit Configuration for All Order Types ................................................................. 18 Earliest Estimated Pickup Date Added to Order Release ................................................................................................. 18 Order Release Delivered Status Types and Values ........................................................................................................... 18 Allow Source Location On Ready to Ship Screen to be Blank ........................................................................................... 18 Order Base Line Releasing Enhanced ............................................................................................................................... 19 Build Single Product Pallets With a Full Layer .................................................................................................................. 19
FREIGHT PAYMENT, BILLING, AND CLAIMS ........................................................................................................................ 19 Assign General Ledger Codes to Invoices and Bills ........................................................................................................... 19 Agent Action for Unmatch Invoice ................................................................................................................................... 19 Option to Change Default Invoice Approval Amount to Invoice Value ............................................................................ 19
TRANSPORTATION OPERATIONAL PLANNING ................................................................................................................... 19 Fail On Fatal Rating Exception Extended to All Rating Engines ........................................................................................ 19 Multi-stop Performance Improvement Quick Hours-Of-Service Check In Sequencing .................................................... 20 Multi-stop Iterative Savings Algorithm ............................................................................................................................. 20 Multi-Stop Sequencing Performance Improvement for High Numbers of stops ............................................................. 20 Cutoff Recovery Time Details - Day of Week/Time of Day ............................................................................................... 20 Composite Voyage............................................................................................................................................................ 20 Shipment Group Diagnostics ............................................................................................................................................ 20 Load Config 3D Scoring Algorithm .................................................................................................................................... 21 Mixing and Packing of Bulk Items ..................................................................................................................................... 21 Specify Compartment Filling Order .................................................................................................................................. 21 Network Routing and Ground Schedules ......................................................................................................................... 22 Allow Ground Schedule to have 3 Digit Stops .................................................................................................................. 22 Voyage Fixed Check Box Added to Shipment ................................................................................................................... 22 Location Name Added to Re-sequence Stop Action ......................................................................................................... 22 Order Bundling in Network Routing When Orders Do Not Have Identical Times ............................................................ 22
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Replace Cortona 3D Viewer with a javascript 3D Library ................................................................................................. 22 Manage Appointments - Improved Create Appointment Scheduling .............................................................................. 23 Manage Appointments - Location Resource Group ......................................................................................................... 23 Manage Appointments - Appointment Rule Sets ............................................................................................................. 23 Workbench - Load Config 3D Viewer Added .................................................................................................................... 23
FUSION TRANSPORTATION INTELLIGENCE ........................................................................................................................ 23 Worldwide Province/City Map Data Added ..................................................................................................................... 23 Oracle Maps Cloud Service Automatically Configured ..................................................................................................... 24 Replace JARs for ETL Calls with Weblogic JARs................................................................................................................. 24 Removed Limitations for Cloud Installations .................................................................................................................... 24
ORACLE FLEET MANAGEMENT .......................................................................................................................................... 24 Optimize Driver Assignment Action Performance Improved ........................................................................................... 24 Dispatch Planning Optimization Sequential Merge .......................................................................................................... 24 Re-sequence, Add and Remove Shipment Screens -Locations and Times Added ............................................................ 24
Work Assignment .................................................................................................................................................................. 24 Work Assignment Decision Support Actions Added ......................................................................................................... 24 Work Assignment Agent Actions Disband Work Assignment and Remove Shipment ...................................................... 25 Create Work Assignment Action Added Fix Error Option ................................................................................................. 25 Work Assignment Include Multi-leg Shipments in Bulk Planning ..................................................................................... 25 Work Assignments Lifetime Events and Statuses ............................................................................................................. 25 Work Assignment ID Added to Shipment Finder .............................................................................................................. 25 Work Assignments Add Multiple Selection for Disband Work Assignment Action .......................................................... 25 Work Assignment New Status to Indicate Change to Shipment to Trigger Re-drive ........................................................ 26 Work Assignment Gantt Chart added to the Workbench ................................................................................................ 26 Improved Driver Gantt Chart Usability ............................................................................................................................. 26
ORACLE TRANSPORTATION SOURCING ............................................................................................................................. 26 Upgrade Apache POI Version ........................................................................................................................................... 26 Convert Sourcing Reports ................................................................................................................................................. 26 Mark for Purge Action for Bids ......................................................................................................................................... 26
Rate Mainteance ................................................................................................................................................................... 26 Sort Rate Record Costs in Downloaded Spreadsheet ....................................................................................................... 27 View Version History and Compare Rates ........................................................................................................................ 27 Display Accessorial Cost ID and Components in Spreadsheet .......................................................................................... 27 Edit Cost Conditions and Other Cost Columns ................................................................................................................. 27 Delete Rate Load Definitions and Approval Summaries ................................................................................................... 27 Warn for Overlapping Dates and Date Gaps .................................................................................................................... 27 Ability to Query and Download 1,000 plus Rate Records ................................................................................................. 27 Add Rate Records to Operational Rate Offerings ............................................................................................................. 28 Ensure Mandatory Fields are Included in the Rate Load Definition ................................................................................. 28 Track Upload and Approval Process ................................................................................................................................. 28
ORACLE FORWARDING AND BROKERAGE OPERATIONS .................................................................................................... 28 Itinerary Profile, Port of Load and Port of Discharge Added to Quote ............................................................................. 28
ORACLE GLOBAL TRADE MANAGEMENT .............................................................................................................. 29
GLOBAL TRADE MANAGEMENT (BASE) ............................................................................................................................. 29 UOM Standardization ....................................................................................................................................................... 29
TRADE COMPLIANCE ......................................................................................................................................................... 29 Automatic Data Assignment ............................................................................................................................................. 29 Generate Customs Commercial Invoice from Trade Transaction ..................................................................................... 29 License Management ....................................................................................................................................................... 29
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Indicators and User-defined Images Added to License Line Manager ............................................................................. 30 Indicators and User-defined Images to Added Party Manager ........................................................................................ 30 New Parameters Added to Service Parameter ................................................................................................................. 30
CUSTOMS MANAGEMENT ................................................................................................................................................. 30 Renaming Customs Shipment to Declaration ................................................................................................................... 30 Bonds Management ......................................................................................................................................................... 30 Declaration Management................................................................................................................................................. 30 Customs Filing .................................................................................................................................................................. 31
GLOBAL TRADE INTELLIGENCE (GTI) .................................................................................................................................. 31 Value Qualifiers Added to Support Estimated Landed Cost ............................................................................................. 31 Rename Customs Shipment to Declaration ...................................................................................................................... 31 XIDs Added to Various Folders ......................................................................................................................................... 31
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date What's Changed Notes
12/2016 Version 1 Initial Document Creation – On premise GA
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ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT
This section of the Release Content Document captures the transportation and trade improvements that
benefit both Oracle Transportation Management (OTM) and Global Trade Management (GTM).
USER INTERFACE REFRESH
LOOK AND FEEL
This feature provides you with a complete UI look and feel update that includes changes to almost every
aspect of the user experience including updates to screen colors, font sizes, button color, icons and
menus.
LOGISTICS HOME PAGE
This feature provides you with a Logistics home page that has undergone a complete refresh. The new
look includes a Springboard (main menu) and the Unified Global Header.
UNIFIED GLOBAL HEADER
This feature provides you with a Unified Global Header and can be found in the area across the top of the UI.
The Unified Global Header contains the following icons and access to the following capabilities:
Navigator: Provides you full access to both the Oracle Transportation Management or Global Trade Management menus.
Home: Returns you directly back to the Springboard.
Global Search: Provides you with the ability to search for a list of saved search/query IDs.
Favorites: Provides you with a list of your user favorites.
Business Monitor: Provides a view to the business monitor.
Notifications icon: Opens the Message Center.
Settings and Actions: Provides you with information on user details, system details, troubleshooting, and administration.
MENU MANAGEMENT
This feature provides you with two types of menu access - the Springboard and the Navigator. The
Springboard is intended to be configured to contain the sub-set of the menu items (groups and links)
that you need quick and direct to access to while the Navigator provides you with comprehensive access
to all your menu items. For a single user, both the Springboard and the Navigator show the menus
assigned to that user via user access.
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MENU - SPRINGBOARD
This feature provides you with a new icon based Springboard view that allows you to navigate quickly to
and from those areas of the system that you use most often. By default the Springboard displays all the
components available in the system adhering to the default multi-level menu structure provided in the
system. The real benefit provided by the Springboard is in the ability to configure the navigation
options on the Springboard to allow you to go directly to the objects and managers that you use most
often and then return to the Home position without having to navigate through a menu hierarchy.
MENU - NAVIGATOR
This feature provides you with an easy way to gain access to all the items (groups and links) in your
assigned menu. This feature – called the Navigator – provides you access to your menus anywhere the
Unified Global Header appears.
FINDER RESULTS
This feature provides you with enhanced finder results pages that have a modernized look and feel, and
provide many usability improvements.
Specific improvements include:
One results page instead of multiple pages.
The ability to view more records by clicking the More link.
The ability to view all available records by clicking the All link.
All Actions button have been relocated and replaced with an Actions drop-down list.
The functional buttons (New, View, Edit, and Delete) have been moved to a tool bar and have been replaced with intuitive icons.
A Favorites column has been added by default to all of the refreshed search results pages.
A greatly improved process for adding and removing Favorites.
ASK ORACLE
This feature provides you with a new PUBLIC menu, the ASK_ORACLE_MENU - that replaces the Ask
Oracle tool bar. This new more modern menu approach gathers all of the Ask Oracle capabilities
together so that the process for granting access to these capabilities for your users is standardized and
greatly simplified.
The menu contains all existing Ask Oracle links and the following new Ask Oracle links for GTM:
Restricted Party Screening
Sanctioned Territory Screening
Control Screening
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License Screening
RATE MAINTENANCE, LANDED COST, AND WORKBENCH FINDERS
This feature provides you with Rate Maintenance Query Based Actions: The Query Based Actions button
executes a selected action for a Saved Search or the active search criteria. These Actions are not
constrained by the 1,000 record default limit.
REORGANIZED TRANSMISSION XML SCHEMA
REORGANIZED TRANSMISSION SCHEMA
This feature provides you with a new transmission schema definition that now consists of a set of
smaller XSD schemas/files that contain a logical grouping of related objects and APIs.
Reorganizing the schema into a set of smaller files makes it easier for you to identify and load only the
files you need to load. For example, if you are only working on Financial interfaces you will now only
need to load the Financials schema versus loading the entire GLogXML schema.
Note that all message formats currently accepted by versions prior to version 6.4.2 will continue to be
accepted in version 6.4.2, but access to features new in OTM/GTM version 6.4.2 schemas is only
supported by sending version 6.4.2 messages.
INTEGRATION CLOUD SERVICE LOGISTICS ADAPTER
INTEGRATION CLOUD SERVICE LOGISTICS ADAPTER
This feature provides you with a new Logistics adapter (for OTM/GTM) that expands the portfolio of
available adapters available with Oracle’s Platform as a Service (PaaS) Integration Cloud Service (ICS)
offering. ICS is a powerful and intuitive cloud based integration tool that allows you to design and
deploy cloud to cloud (and on-premise to cloud) integrations quickly and securely.
The Logistics adapter (for OTM/GTM) simplifies the ICS Connection to a specific Logistics Cloud
(OTM/GTM) instance and exposes the OTM/GTM schema for integration flow mapping/development in
an easy to use visual designer environment.
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WORKBENCH
EDIT WORKBENCH CONTENT
This feature provides you with the ability to edit the content of an existing workbench layout. In
previous version the edit content option was limited to removing content. This feature allows you to
make changes to the previously defined content including changes to the object type, the tab name, the
screen set used, etc.
REMOVED RESTRICTION ON NUMBER OF WORKBENCH LAYOUTS
This feature provides you with the ability to create an unlimited number of Workbench layouts. In
previous versions there was a limit on the number of Workbench Layouts that could be defined – this
limitation has been removed.
COPY LAYOUT
This feature provides you with the ability to copy an existing workbench layout. All panes, regions,
screen sets, saved searches, etc. are copied to the new layout. The copy action requires you provide a
new name the layout, and if desired you have the option to provide a new description for the new
layout and/or select a different logic configuration for to use with the new layout. The default is for the
copy actions to retain the existing description and logic configuration.
USER ACCESS/DOMAIN GRANTS FOR WORKBENCH LAYOUTS
This feature provides you with the ability to grant or restrict access to workbench layouts using domain
grants and (virtual private database) VPD. With this new capability you can now control both the user
access to the different workbench layouts in your environment as well as controlling access to your
user’s ability to edit the workbench layouts and layout content.
INLINE EDIT ON TABLES
This feature provides you with the ability to edit records in a table region without additional navigation.
There are several icons that appear depending on your configuration. The icons are Inline Edit, Revert,
and Save.
ADDITIONAL OTM OBJECTS SUPPORTED IN THE WORKBENCH
This feature provides you with an enhanced Workbench that is now able to support almost all of OTM’s
key objects. With these added objects the Workbench should become the default tool used to configure
any work environment that involves relating multiple objects together in one view. For example:
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relating a shipment to the shipment stops and the orders on the shipment; relating a shipment to the
related invoice and invoice lines.
ADDITIONAL GTM OBJECTS SUPPORTED IN THE WORKBENCH
This feature provides you with the ability to use the Workbench capabilities with all of GTM’s key
objects. With this feature the Workbench becomes the ideal place to configure any work environment
that t involves relating multiple objects together in one view.
MASTER-DETAIL SAVED QUERIES FOR WORKBENCH - OTM
This feature provides you with a set of preconfigured PUBLIC saved queries that simplify the setup of
basic master-detail table relationships in your OTM Workbench designs. The saved queries provided
cover all the major OTM master-detail table relationships.
MASTER-DETAIL SAVED QUERIES FOR WORKBENCH - GTM
This feature provides you with a set of preconfigured PUBLIC saved queries that simplify the setup of the
basic master-detail table relationships in your GTM Workbench designs. The saved queries provided
cover all the major GTM master-detail table relationships.
ORACLE WALLET
ORACLE WALLET
This feature improves the way that credential information is stored by storing that information in Oracle
Wallet. This change ensures that secure data, such as passwords, are placed into an encrypted store,
and not visible to an end user.
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ORACLE TRANSPORTATION MANAGEMENT
Oracle Transportation Management (OTM) delivers robust transportation planning and execution
capabilities to shippers and third party logistics providers. It integrates and streamlines transportation
planning, execution, freight payment, and business process automation on a single application across all
modes of transportation, from full truckload to complex multi-leg air, ocean, and rail shipments.
Oracle Transportation Management lowers transportation costs, improves customer service and asset
utilization, and provides flexible, global fulfillment options.
ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT)
Order Management UIs and APIs to enter & manage orders in OTM Rate Management Rating engine
Shipment Management Shipment creation (manual and agent based shipment creation) Booking &
tendering (includes spot bids & broadcast tenders) Carrier communications Supply Chain Event
Management Order & shipment events & visibility Business Process Automation Workflow agents &
monitor profiles Document management Operational reporting.
RATE INQUIRY PORTS OF LOAD - PORTS OF DISCHARGE CONSTRAINT
This feature provides you with the ability to specify the Ports of Load and/or Ports of Discharge that
should be considered when running your rate query. By specifying the Ports of Load and/or Ports of
Discharge the number of options considered and the number of options returned is greatly reduced –
the reduction in options simplifies the selection process and has the added benefit of improving the run-
time associated with generating the options.
AUTOMATION AGENT IMPROVEMENTS
This feature provides you with a set of automation agent usability enhancements that will improve your
use and management of your automation agents. The Agent Description field length has been
increased. The Direct SQL Update SQL length has been extended. And additional logging has been
provided to track automation agent modifications performed by a user.
REDESIGN NMFC CLASS CODES
This feature provides you a redesigned NMFC Class Table that now includes a new column called NMFC
Class Code. This new column – with the seeded values – will now be transmitted to all External Rating
Engines (e.g., SMC³’s RateWare® XL LTL Rating Engine) that rely on a properly formatted National Motor
Freight Classification code for LTL freight rating.
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ADDITIONAL DETAILS ON ORDER RELEASE LINE ALLOCATION ENTITY
This feature provides you with Order Release Line allocation details that now provide reference to the
shipment cost and/or invoice line item for better visibility and reporting purposes.
RATEWARE XL STOP ALTERNATION SUPPORT
This feature provides you with the ability to select the weight break to send to the RateWare® XL LTL
Rating Engine to use for stop alternation. Selecting the Stop Alternation Break from the available drop-
down list instructs RateWare® XL to not alternate to the next higher weight band if one is available.
SHIPMENT GROUP TRACKING EVENT
This feature provides you with the addition of the Shipment Group object to extensive list of objects
supported by OTM’s Tracking Event functionality. With this functionality you can now create, view and
manage tracking events related to your Shipment Groups.
For many implementations the virtual Shipment Group is used to model real-world objects like the
ocean carrier booking request, the House Bill of Lading, and the Shipper's Letter of Instruction. The
ability to create, view and manage tracking events provides you with the tools you need to capture and
monitor the status of these objects through their entire processing lifecycle.
SECONDARY CHARGE RULE WITH ACCESSORIAL CODE IN RESULT
This feature provides you the ability to identify the accessorials and special services at the secondary
charge rule level using the accessorial code profile and special services profile.
ABILITY TO CONFIGURE RATES BASED ON FLEX FIELDS
This feature provides you with the ability to rate shipments by the flex field attributes found on the
following objects:
Shipment
Equipment
Ship Unit
Shipment Stop
Job
Order Release
The Flex Field Rate Basis Items (RBIs) are grouped as:
String
Number
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Date
Currency
SPATIAL INTEGRATION TO SUPPORT POSTAL CODE SEARCHES
This feature provides you the ability to use Oracle Spatial for Postal Code to Postal Code distance and
time lookups. With this feature you can now provide just the Country Code and Postal Code for address
validation and distance and time queries.
PC*MILER WEB SERVICE UPGRADED TO USE WINDOWS COMMUNICATION FOUNDATION (WCF)
This feature provides you an upgraded PC*MILER Web Services integration using Windows
Communication Foundation (WCF). The upgrade to WCS from Active Server Methods (Microsoft
filename extension) ASMX was necessitated by Microsoft’s deprecation of ASMX.
PC*MILER ADDRESS VALIDATION MATCH LIST OPTION
This feature provides you with the ability to configure your PC*MILER Web Services external distance
engine to return a list of possible matches versus just one match option when you run the Address
Validation action.
PC*MILER VERSION PROVIDED IN WEB SERVICE CALL
This feature provides you with the ability to specify the PC*MILER data version to use in the PC*MILER
Web Service call. If no version is specified the latest version is used by default.
PC*MILER WEB SERVICES STAGED EXTERNAL SERVICE ENGINE CONFIGURATIONS
This feature provides you with a set of default external service engine (ESE) configurations to use with
PC*MILER Web Service. Default external services provided include:
Lat/Long to Lat/Long (Practical)
Address to Address (Practical)
Postal to Postal (Default, Practical and Shortest)
City to City (Default, Practical and Shortest)
PC*MILER|RAIL WEB SERVICES
This feature extends OTM’s PC*MILER|Rail integration options to include PC*MILER’s new
PC*MILER|Rail Web Services offering. The Web Service offering provides all the benefits of the on-
premise version including: rail routing, distance calculation, carrier selection and rate determination, but
without the traditional on-premise management and costs.
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GENERATE EXCEL REPORTS USING EXCEL FORMAT TEMPLATE
This feature provides you with four additional Excel format options that you can use to generate reports.
The set of available Excel formats now includes .html, .mhtml, .xlsx, and .xls.
CHARGE BASIS ADDED TO RATE COST VIEW SCREEN
This feature provides you with the ability to view both the details of the rate cost lines and the details of
the rate unit break profile when you view a rate record. Links to the detail are found in the rate cost
section of the rate record view page.
PROVIDE LAT_LONG CACHE FOR LOGIC CONFIGURATION RATE SERVICE ID
This feature provides you with the ability to cache latitude longitude based distance lookups provided
from an external distance engine (EDE) and then use those cached distances for the calculations done
inside of bulk planning. Using the cached distance setup inside of bulk planning’s multi-stop logic can
improve solution quality without a significant increase in run-time.
CERTIFY EBS ACCOUNTS PAYABLE INTEGRATION VIA SOA 12C
This feature provides you with an updated OTM - EBS Accounts Payable integration that is now
supported with Oracle SOA 12c.
SEQUENCING FACTOR FOR ACCESSORIAL RATING
This feature provides you with the ability to control the sequence in which accessorials are costed by
rating engine. Previously, accessorials were costed in alphabetical order based on the object where the
requirement for the accessorial originated, i.e. first we would consider shipment accessorials, ship unit,
location, order base, order base ship unit, item and finally the global accessorials. With this
enhancement OTM consolidates all of the identified accessorials across all the objects and then
sequences them for rating.
AGENT ACTION TO COPY FLEX FIELDS BETWEEN OBJECTS
This feature provides you with a Copy FlexFields agent action that allows you to copy flex field attributes
based on the associated objects for which the agent is triggered. If there are multiple related objects,
the specified flex fields will be copied to each of the related objects.
NOTIFY CONTACT AGENT ACTION
This feature provides you with a new agent action NOTIFY CONTACT that can be used to notify a contact
in case any agent for Shipment Ship Unit and Shipment Ship Unit Line fails.
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RATE BASIS ITEM FOR SHIPMENT TOTAL REST TIME
This feature provides you with a new rate basis item (RBI) that allows you to establish a time based rate
that is based on a shipment’s total rest time. This Shipment Total Rest Time RBI allows you to enter a
rate and then calculate a cost for rest time that is different from the time associated rates and costs
related to other time based activities on a shipment.
RATE BASIS ITEMS FOR EXTERNAL RATING ENGINE
This feature allows you to send additional data elements to an external rating engine. Data elements
that can now be sent to an external rating engine include:
SHIPMENT.ITINERARY
SHIPMENT.RATE_RECORD
SHIPMENT.RATE_OFFERING
RATE BASIS ITEMS FOR ORDER SHIP UNIT LINE LENGTH, WEIGHT AND HEIGHT
This feature provides you with three new Ship Unit Line level Rate Basis Items (RBIs) that can be used to
support dimension based rating requirements with your generic web service rating engines. The newly
added RBIs are: Ship Unit Line Length, Ship Unit Line Height, and Ship Unit Line Width.
SQL SERVLET SHOW EXECUTION PLAN
This feature provides you with an easy to use check box Show Execution Plan that can be checked when
you provide a SQL statement. When you select the Show Execution Plan check box, you will be able to
view the execution plan chosen by the Oracle optimizer for executing the query. The execution plan
information can be extremely useful for troubleshooting a poorly performing query.
CERTIFY SHAREPOINT 2013
This feature provides you the ability to upload, modify, and delete documents using SharePoint 2013 as
a content management system.
CLOUD DOCUMENT SERVICE INTEGRATION
This feature provides you the ability to use Oracle’s Platform as a Service (PaaS) document management
offering Oracle Document Cloud (ODC) to upload, modify, and delete documents.
Oracle Documents Cloud Service is an enterprise-level collaboration platform that connects people and
information. With Oracle Documents Cloud Service you can use a web browser, your tablet, or your
phone to access your files wherever you are and share files with other people.
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RATE FACTOR LOGIC RE-WRITE IN JAVA
This feature provides you with a completely re-architected and more efficient rate factor processing
logic. The new rate factor logic now only processes the rate factors when they are needed. The
generation of rate factors is now based on the start date of the shipment being considered and the
effective and expiration dates of your rate factors.
ONLINE BOOKING AND TENDERING SCREENS ADDITIONAL SHIPMENT ATTRIBUTES
This feature allows you to configure your online booking and tendering screens to display many more
shipment attributes. Additionally, you can also configure user defined image path icons.
ONLINE BOOKING AND TENDERING SCREENS ACTIONS FOR REPORTS AND DOCUMENTS
You can now configure your online booking and tendering screens to:
Display actions for shipment reports.
View attached documents.
ONLINE BOOKING AND TENDERING SCREENS IMPROVED PERFORMANCE PROPERTIES
This feature provides you with a set of configuration capabilities that can be used to improve the editing
and viewing performance of the Online Booking/Tendering UI. You can now exclude portions of the
XML to improve the editing/viewing performance experience in the Online Booking/Tender screen. You
can also configure a set of UI performance properties to improve the performance and the viewing
experience when a large number of related objects (order release, order release line, ship unit) need to
be loaded into the Online Booking/Tendering UI.
WORKBENCH MAP ENHANCEMENTS
This feature provides you with a set of Workbench Map enhancements that improve the usability and
the capabilities available to you when configuring and using map content in your Workbenches.
New objects to map - Locations and Networks (Network, Network Details).
ORACLE ELOCATION(Oracle Maps Cloud Service) added as a map vendor in Map Parameters.
Show Driving Directions available for HERE, ALK, and Oracle eLocation map vendors.
ALK Geographic Region Configuration - You can now set a logic configuration parameter to enable street level routing for a specific region when using ALK maps.
Drag-and-Drop within a Map: The following actions are now available via drag-and-drop when using HERE maps:
o Move order releases to a shipment,
o Move Shipment Stop to Shipment (move order releases on a shipment stop from one shipment to another shipment).
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Additional Markers for use with all Objects on Maps:
o Airport
o Port
o Rail
o Crossdock Pool
o Equipment
o Consolidation Pool
o Deconsolidation Pool
o Default Map Vendor Change
Default value for map vendor removed - if you are using the PUBLIC (default) WORKBENCH DEFAULT logic configuration, you now must manually select a map vendor from the map parameters pop-up.
ORDER MANAGEMENT
LOCATION LEVEL TIHI SPECIFICATION OVERRIDES
This feature provides you the ability to specify the TiHi (Tier × Height) for a Transportation Handling Unit
(THU) at the location Ship From/Ship To role level. The location level specified TiHi will override what
has been specified at other levels.
EDIT SHIPMENT AGENT WORKS ON SHIP UNITS THAT CONTAIN LINES FROM MULTIPLE ORDERS
This feature provides you with an OMD Edit Shipment agent action that now works for shipments with
repacked shipment ship units that come from multiple orders.
OMD PROPAGATOR ENHANCEMENT
This feature provides you with an improved Order Modify and Delete (OMD) propagator that can be
configured as a pre-persist agent with the following functions:
Add, delete, and modify a ship unit and propagate changes to shipments.
Delete order release lines. And modify order release lines in a one-to-one relationship.
Sets the shipment status to SHIPMENT MODIFIED_MODIFIED.
BUILD SHIP UNITS WITH MAXIMUM NUMBER OF DIFFERENT ITEMS
This feature provides you with the ability to limit the number of items to ship and the number of types
of items to ship when creating ship units that are created by placing one layer of a uniform product
topped by another layer of a different product, form multiple layers also known as rainbow pallets.
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ERU INFORMATION ADDED TO SHIPMENT MANAGER EQUIPMENT TAB
This feature provides you with visibility to the Equipment Reference Unit ID and the Total Number of
Equipment Reference Units on the Shipment Manager Equipment Tab.
SHIP UNIT BUILD PROPERTIES MOVED TO PARAMETERS
This feature provides you with a new ship unit logic configuration SUBLD LOGIC PARAMETER CONFIG
which contains three parameters that were previously managed as properties. The new parameters are
ESTIMATE SHIP UNIT HEIGHT, SHIP UNIT AS REPACK OPTION and SHIP UNIT HEIGHT ADJ PERCENTAGE.
CONTROL REPACK PROCESSING BY MODES
This feature simplifies how you set the modes to consider for repack by providing an Allow Repack check
box directly on the Transport Mode screen. This check box determines whether or not to consider the
transport mode for repacking.
ORDER CONFIGURATION UI TO SHOW SHIP UNIT CONFIGURATION FOR ALL ORDER TYPES
This feature provides you the with an order configuration UI that will be displayed for line-based order
configurations.
EARLIEST ESTIMATED PICKUP DATE ADDED TO ORDER RELEASE
This feature provides you with visibility to the earliest estimated pickup date for an order. The Earliest
Estimated Pickup Date is a read only field and displays the earliest departure time for all of the first leg
shipments that an order release is on. The time is displayed in the time zone of the source location.
ORDER RELEASE DELIVERED STATUS TYPES AND VALUES
This feature provides you with a new order status type and values that is designed to provide you
information about your order’s delivery status. The new Order Delivered status is set according to the
status of the related last leg buy shipment that the order is on. This status provides you a way to
understand if the order is still enroute, if some of the some of the order has been delivered (partial
delivery) or if all the shipments involved in the final delivery leg for this order have been completed.
ALLOW SOURCE LOCATION ON READY TO SHIP SCREEN TO BE BLANK
This feature provides you with the ability to have the Source Location on the Ready to Ship screen be a
blank value. With a blank value for the Source Location on the Ready to Ship screen – the user is
provided with a more visible cue that the Source Location must be provided. Previously the Source
Location field was always populated with a Source Location, typically a default value, since the data
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model requires that this field be populated – when the Source Location field was populated by default
this allowed users to skip updating this field with the correct source location.
ORDER BASE LINE RELEASING ENHANCED
This feature provides you with a new action called Order Base Line Packing that allows you to capture a
set of order base lines to be released (across multiple order bases) and to specify how these lines will be
packed for shipping.
BUILD SINGLE PRODUCT PALLETS WITH A FULL LAYER
This feature provides you with the ability to configure OTM to build fully-layered transportation
handling units (THUs) for a location. When you select the Fully Layered check box on your Location's
Location Transport Handling Unit Capacity grid the ship units built for the specified THU for the related
location - for only one type of item - will be built fully-layered, there will be no partial layers.
FREIGHT PAYMENT, BILLING, AND CLAIMS
ASSIGN GENERAL LEDGER CODES TO INVOICES AND BILLS
This feature provides you with the ability to assign General Ledger Codes (GL codes) to Invoices (and
Bills) that are received via integration. Previously GL codes were only assigned to invoices that were
auto-generated from OTM Shipments.
AGENT ACTION FOR UNMATCH INVOICE
This feature provides you with the tools you need to setup and run an agent action to unmatch an
invoice based on your defined criteria. Previously the only way to unmatch an invoice was to run a web
action – this feature allows you to automate the unmatch process.
OPTION TO CHANGE DEFAULT INVOICE APPROVAL AMOUNT TO INVOICE VALUE
This feature allows you to set the default payment amount to the invoice line amount. The current
default is for OTM to select the lower of the shipment amount or invoice amount for payment.
TRANSPORTATION OPERATIONAL PLANNING
FAIL ON FATAL RATING EXCEPTION EXTENDED TO ALL RATING ENGINES
This feature provides you with an expanded fatal external rating exception capability that covers all
external rating engines. The ability to fail on exception – when an external rating engine is down or
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unavailable - avoids having OTM waste time attempting to rate shipments when the external rating
engine is down and/or avoids having OTM generating transportation plans that incorrectly exclude
desirable carriers and modes because the options are not available due to an unresponsive external
rating engine.
MULTI-STOP PERFORMANCE IMPROVEMENT QUICK HOURS-OF-SERVICE CHECK IN SEQUENCING
This enhancement improves the planning efficiency of the sequencing step by eliminating sequences
that violate the hours of service (HOS) considerations. The early elimination of sequence options that
are too long from an HOS perspective improves both run-time and solution quality.
MULTI-STOP ITERATIVE SAVINGS ALGORITHM
This feature provides you with another algorithm to consider when tuning your multi-stop optimization
runs. The Iterative Savings algorithm increases the number of pairs of shipments that will be considered
in developing the plan and may provide better multi-stop solutions for some cases.
MULTI-STOP SEQUENCING PERFORMANCE IMPROVEMENT FOR HIGH NUMBERS OF STOPS
This feature provides you with a new sequencing algorithm designed specifically to handle multi-stop
planning scenarios where there are a high number of stops (>10) to be sequenced.
CUTOFF RECOVERY TIME DETAILS - DAY OF WEEK/TIME OF DAY
This feature allows you set up - by voyage service type and cutoff type - your cutoff and recovery times
as either an offset with an offset duration or as day of week and time-of-day cutoff recover time.
COMPOSITE VOYAGE
This feature provides you with the ability to identify your transload voyage locations, vessel description,
voyage description, voyage service type and to identify that information as being either for the mother
vessel or a feeder vessel. The additional information provided in the composite voyage (voyages that
involve transload points and two or more vessels) can be critical for clearance activities related to
exports and imports.
SHIPMENT GROUP DIAGNOSTICS
This feature provides you with diagnostics information related to the creation and management of your
shipment groups.
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LOAD CONFIG 3D SCORING ALGORITHM
This feature provides you with a new 3D scoring mechanism that you can use to find better packing
options when using the 3D load configuration algorithm. The 3D load configuration algorithm - with the
scoring mechanism on - will evaluate all item-orientation combinations in a fixed space and will score
each placement to estimate the best combination based on the criteria entered.
MIXING AND PACKING OF BULK ITEMS
This feature provides you with an enhancement to OTM’s planning logic and provides you with more
options for configuring how your bulk items will be loaded into your bulk compatible equipment groups
or bulk compatible equipment group compartments.
The changes provided as part of this feature include:
The ability to designate an equipment group or equipment group compartment as being for Bulk product. By default Bulk designated equipment groups or equipment group compartments will only be loaded with one compatible packaged item at a time.
o Exception
Multiple packaged items may be loaded into a compatible equipment group or equipment group compartment if the packaged items are 1). Compatible with the equipment group or equipment group compartment and 2). Have been identified as being in the same Bulk Mixing Family.
Exception to the Exception - Ship Units that are marked as Exclusive Use, will not mix with other packaged items even if they belong to the same Bulk Mixing Family.
The ability to define bulk package items and their compatible equipment groups or equipment group compartments is possible using the following methods:
o Listing the packaged items that are compatible with an equipment group or listing the compatible packaged items by each compatible equipment group compartment
o By assigning the packaged item’s Commodity ID to the compatible equipment group or assigning the packaged items Commodity ID to the compatible equipment group compartment (s)
o By assigning a Compartment Type ID to the packaged item and then assigning the Compartment Type ID to the compatible equipment groups or assigning the packaged items Compartment Type ID to the compatible equipment group compartment (s)
SPECIFY COMPARTMENT FILLING ORDER
This feature provides you with a way to control the order in which compartments are filled. You can
choose to pack considering compartment item compatibility (default behavior), or you can now pack
based on compartment number.
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NETWORK ROUTING AND GROUND SCHEDULES
This feature provides you with an improvement for how the weight and volume capacity of a GROUND
SCHEDULE/ CONSOL shipment are handled in the Network Routing mixed-integer program (MIP). This
feature improves the routing decisions made by the algorithm and results in far fewer unscheduled
orders.
ALLOW GROUND SCHEDULE TO HAVE 3 DIGIT STOPS
This feature provides you with the ability to define ground schedules with up to 999 stops. Previously
you were limited to 99 stops or fewer (2 digits), now you can define stops with up to 3 digits in length
allowing you to define a ground schedule with up to 999 stops. Note that the stop numbers do not need
to be consecutively numbered.
VOYAGE FIXED CHECK BOX ADDED TO SHIPMENT
This feature provides you with a new check box on the shipment manager - Voyage Fixed - that can be
set manually or when you run the Change Schedule action. When you run the Change Schedule action
OTM will first check if the shipment has the Voyage Fixed check box selected. If the Voyage Fixed check
box on a shipment is already on (true), the action will issue a warning at that point you can choose to
override the fixed voyage or cancel the action.
LOCATION NAME ADDED TO RE-SEQUENCE STOP ACTION
This feature provides you visibility to the Location Name field along with the Location ID when you run
the Resequence Stops action on a shipment. By providing the location name and id you will be more
aware of the locations involved in your reseqencing action.
ORDER BUNDLING IN NETWORK ROUTING WHEN ORDERS DO NOT HAVE IDENTICAL TIMES
This feature provides you a new parameter and functionality that provides you with more flexibility for
how order movements can be bundled together given pickup and delivery early/late time windows that
are not identical.
REPLACE CORTONA 3D VIEWER WITH A JAVASCRIPT 3D LIBRARY
This feature provides you with a new more visually appealing 3D load configuration and pattern-based
load viewer. The new viewer is provided with the product – so you are no longer required to download
the old Cortona viewer to view your shipments that have been built using 3D load building or pattern-
based load building.
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MANAGE APPOINTMENTS - IMPROVED CREATE APPOINTMENT SCHEDULING
This feature provides you with a more efficient way to schedule and show options when making
appointments. The Schedule Appointment improvements include:
Checking for locations with dock doors defined so time isn’t wasted considering locations with no doors defined,
Removing duplicate time slots for doors that belong to the same resource group,\
The ability to hide the end time of each appointment option.
MANAGE APPOINTMENTS - LOCATION RESOURCE GROUP
This feature provides you a Location Resource Group concept that allows you to combine many dock
doors into a group. The grouping of similar dock doors into one group improves the visibility and
management of locations with a large number of dock doors. The grouping concept also simplifies the
configuration effort/definition of match criteria between a shipment and its attributes and a
resources/dock door and its capabilities.
MANAGE APPOINTMENTS - APPOINTMENT RULE SETS
This feature provides you with a new appointment rule set concept that allows you to define the
shipment attributes that must match to either a defined resource or location resource group when
scheduling an appointment.
WORKBENCH - LOAD CONFIG 3D VIEWER ADDED
This feature provides you with the ability to add the 3D Load Viewer to your Workbench layouts. The
addition of the Load Config component to your workbench allows you to incorporate a three dimension
load view of your shipment with other shipment information (like stops and orders) all together in a
single comprehensive Workbench layout.
FUSION TRANSPORTATION INTELLIGENCE
WORLDWIDE PROVINCE/CITY MAP DATA ADDED
This feature provides you with access to map data that covers more than 2000 provinces across the
globe.
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ORACLE MAPS CLOUD SERVICE AUTOMATICALLY CONFIGURED
This feature provides you with a preconfigured integration with Oracle Maps Cloud Service (formerly
Oracle Spatial and eLocation) server to view maps in FTI/GTI. This pre-configuration eliminates the
manual configuration effort that was required previously.
REPLACE JARS FOR ETL CALLS WITH WEBLOGIC JARS
This feature provides you with an update and revision to the code used to trigger the extract, transform,
load (ETL) process from OTM to FTI.
REMOVED LIMITATIONS FOR CLOUD INSTALLATIONS
This feature provides Cloud users of FTI with access to Maps and the Write Back features that were
previously unavailable for FTI/GTI Cloud installations.
ORACLE FLEET MANAGEMENT
OPTIMIZE DRIVER ASSIGNMENT ACTION PERFORMANCE IMPROVED
This feature provides you with the opportunity to configure your system so that you can dramatically
reduce the run- time required when performing the Optimize Driver Assignment action. This dramatic
performance improvement is possible when assigning drivers to shipments that are on work
assignments.
DISPATCH PLANNING OPTIMIZATION SEQUENTIAL MERGE
This feature provides you the ability to use a new Saving Merge Algorithm when performing Driver
Assignment Optimization. The new Savings Merge Algorithm provides you with outstanding
optimization performance coupled with superior solution quality.
RE-SEQUENCE, ADD AND REMOVE SHIPMENT SCREENS -LOCATIONS AND TIMES ADDED
The Re-sequence, Add and Remove Shipment screens now include start/end location and times.
WORK ASSIGNMENT
WORK ASSIGNMENT DECISION SUPPORT ACTIONS ADDED
This feature provides you with a set of work assignment decision support actions that greatly improve the usability and the solution tuning capabilities available to you. The new actions allow you to easily add, remove, or resequence the shipments assigned to a work assignment as well as allowing you to
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secure resources for the shipments in a work assignment, re-rate and re-drive the shipments in a work assignment and assign drivers to the shipments in a work assignment.
WORK ASSIGNMENT AGENT ACTIONS DISBAND WORK ASSIGNMENT AND REMOVE SHIPMENT
This feature provides you with two new work assignment agent actions, Disband Work Assignment and
Remove Shipment from Work Assignment. These agent actions allow you to easily configure an
automation agent to disband or remove a shipment from a work assignment whenever your defined
criteria for performing the action is met.
CREATE WORK ASSIGNMENT ACTION ADDED FIX ERROR OPTION
This feature provides you with a Add Fix Error Option for the Create Work Assignment Shipment action,
Create Work Assignment resource schedule instance action, and for when you get an error recalculating
work assignment when adding and removing shipments.
WORK ASSIGNMENT INCLUDE MULTI-LEG SHIPMENTS IN BULK PLANNING
This feature provides you the ability to have shipments that are involved in multi-leg/multi-shipment
solutions considered in a work assignment as part of bulk planning. This multi-leg capability is also
available to you when using work assignment actions - Create, Delete, Add, Re-sequence, and Disband.
WORK ASSIGNMENTS LIFETIME EVENTS AND STATUSES
This feature extends the abilities of the work assignment object to raise lifetime events and to use these
events in the development of work assignment agents. The lifetime events added include events for the
most common work assignment events including create, modify, shipment added, shipment removed,
shipment resequenced, change status, secure resources, driver assignment and many others.
WORK ASSIGNMENT ID ADDED TO SHIPMENT FINDER
This feature provides you with access to the Work Assignment ID in the shipment finder. This additional
field lets you easily identify, from a shipment finder, whether the shipment is on a work assignment and
if so, which work assignment it is on.
WORK ASSIGNMENTS ADD MULTIPLE SELECTION FOR DISBAND WORK ASSIGNMENT ACTION
This feature provides you with the ability to select multiple work assignments with the Disband Work
Assignment action. This allows you to quickly disband multiple work assignments by running the
Disband Work Assignment action just one time versus running the action once per Work assignment.
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WORK ASSIGNMENT NEW STATUS TO INDICATE CHANGE TO SHIPMENT TO TRIGGER RE-DRIVE
This feature provides you with the ability to identify when a work assignment may need to be re-driven
based on changes to the shipments that are assigned to the work assignment. This feature allows you to
have more control over the re-driving process - a process that can be expensive to execute from a run-
time perspective.
WORK ASSIGNMENT GANTT CHART ADDED TO THE WORKBENCH
This feature provides you with a Work Assignment Gantt component that you can add to your
Workbench Layouts. You can customize the columns in your Work Assignment Gantt using screen sets.
In addition the Work Assignment Gantt component contains two action menus, the new action menu
options - Work Assignment Actions and Shipment Actions - are also controlled by the screen sets that
you specify when adding the Work Assigment Gantt.
IMPROVED DRIVER GANTT CHART USABILITY
This feature provides you with several usability improvements to the Driver Gantt. You can now
customize the columns in your Driver Gantt using a screen set. In addition the Driver Gantt component
now contains two action menus, the new action menu options - Driver Actions and Shipment Actions -
are controlled by the Driver Gantt screen set.
ORACLE TRANSPORTATION SOURCING
UPGRADE APACHE POI VERSION
This feature provides you with an upgrade to the latest Apache POI version. Apache POI provides Java libraries for reading and writing files in Microsoft Office formats, such as Word, PowerPoint and Excel.
CONVERT SOURCING REPORTS
This feature provides with a set of Sourcing reports that have been converted to standalone BiPublisher
11g reports.
MARK FOR PURGE ACTION FOR BIDS
This feature provides you with a new action that allows you to mark bids for purging. The Mark for
Purge action is available from the Bid UI and Process Management.
RATE MAINTEANCE
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SORT RATE RECORD COSTS IN DOWNLOADED SPREADSHEET
This feature provides you with a sort order change that now insures that rate record costs are always
displayed in the same order for each download. Rate record costs are now sorted based on rate basis
items and conditions in alphabetical order.
VIEW VERSION HISTORY AND COMPARE RATES
The View Version History feature allows you to link from a new rate to an older existing version of that
rate (the parent). You can view the IDs of previous versions of the selected rate offering or rate record.
To understand the changes made between versions of a specific rate offering or rate record, you can use
the View Differences action.
DISPLAY ACCESSORIAL COST ID AND COMPONENTS IN SPREADSHEET
This feature provides you with the ability to download accessorial information including the accessorial
ID, re-use accessorials using the accessorial ID, and create a new accessorial by leaving the accessorial ID
blank. To support this feature, read only options were added to the accessorial cost and the rate record
pages.
EDIT COST CONDITIONS AND OTHER COST COLUMNS
This feature provides you with the ability to download, edit, and add rate records cost columns present
in rate record costs/accessorial costs. This is intended to provide better usability and make is easier to
edit costs.
DELETE RATE LOAD DEFINITIONS AND APPROVAL SUMMARIES
This feature provides you with a way to delete a rate load definition once all the related approval
summaries are deleted.
WARN FOR OVERLAPPING DATES AND DATE GAPS
This feature provides you with a Warning indicator on the Approval Summary and Approval Detail pages
if the effective/expiration dates of the parent and child rates overlap.
ABILITY TO QUERY AND DOWNLOAD 1,000 PLUS RATE RECORDS
This feature provides you a way to easily query and download a large number of rate records. Both the
Download rates page and action and the Multiple structure rate download action provide methods for
downloading a large number of rates records.
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ADD RATE RECORDS TO OPERATIONAL RATE OFFERINGS
This feature provides you with the ability to add new rate records to an active rate offering via Rate
Maintenance.
ENSURE MANDATORY FIELDS ARE INCLUDED IN THE RATE LOAD DEFINITION
This feature provides you with an improvement in rate load definition usability by insuring mandatory
fields are always included.
TRACK UPLOAD AND APPROVAL PROCESS
The Approval Summary page now displays the information required to track the status of the rejected
and failed rates. You can now view the Approval Status and Last Upload Status.
ORACLE FORWARDING AND BROKERAGE OPERATIONS
ITINERARY PROFILE, PORT OF LOAD AND PORT OF DISCHARGE ADDED TO QUOTE
This feature provides the user with additional criteria - Itinerary Profile, Port of Load, Port of Discharge
that can be used to perform a rate lookup during the Quote process.
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ORACLE GLOBAL TRADE MANAGEMENT
GLOBAL TRADE MANAGEMENT (BASE)
UOM STANDARDIZATION
This feature enables the use of standardized UOMs within GTM. Country-specific UOMs are received
from a third party data provider and mapped to the standard OTM UOMs. These UOMs can be used for
customs filing and other documents. As part of this feature, a new grid Required Units of Measure is
added to the Product Classification Code power data page. You can view the UOM details associated
with a product classification code in this grid.
TRADE COMPLIANCE
AUTOMATIC DATA ASSIGNMENT
This feature provides you with a new Control Category option Data Assignment that has been provided
on the Compliance Rule page. This feature allows you to configure a compliance rule so that data (like
bonds, remarks, reference numbers, user-defined valuation methods, etc.) can be automatically
assigned to your trade transaction, trade transaction line, declaration, and declaration line.
GENERATE CUSTOMS COMMERCIAL INVOICE FROM TRADE TRANSACTION
This feature enables you to generate a customs commercial invoice from a trade transaction. Previously
this document could only be generated from a declaration.
LICENSE MANAGEMENT
This feature has been enhanced to allow:
Flexible configuration of license constraints and restrictions for different trade transaction processing
Reservation of license at the time of order booking or fulfillment
Assignment of license at the time of shipping
Auto-reconciliation of license reservations at the time of license assignment
Viewing of accurate license quantity or value balances on a license line
Viewing of License Line Usage History corresponding to a transaction line
Reevaluation of license on a transaction line, and adjustment of assigned/reserved license if required
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INDICATORS AND USER-DEFINED IMAGES ADDED TO LICENSE LINE MANAGER
This feature provides you with the option to add Indicators and user-defined images to the License Line
Manager on the finder and finder result pages. This feature also provides you with two actions - Set
Image and Set Indicator – that have been added to the License Line Manager Actions list.
INDICATORS AND USER-DEFINED IMAGES TO ADDED PARTY MANAGER
This feature provides you with the option to add Indicators and user-defined images to the finder and
result pages of the Party Manager. This feature also provides you with two actions - Set Image and Set
Indicator – that have been added to the Part Manager Actions list.
NEW PARAMETERS ADDED TO SERVICE PARAMETER
This feature provides you with additional Service Parameters that can be incorporated into the matching
process used for restricted party screening. The addition fields are:
NAMECOMPANYADDRESSCITY
NAMECOMPANYADDRESS
NAMECOMPANYADDRESSCITYPROVINCE
CUSTOMS MANAGEMENT
RENAMING CUSTOMS SHIPMENT TO DECLARATION
This feature provides you with a renamed and repurposed Customs Shipment business object. The
Customs Shipment has been renamed to Declaration, and Customs Shipment Line has been renamed to
Declaration Line. The new declaration object will now be used as a filing object/document and will be
used to store and send information to a regulatory bodies or brokers for filing purposes.
BONDS MANAGEMENT
This feature provides you with a manager to add information related to a bond. This information, if
required, can be referenced on a declaration and it can be included when passing information for filing
purposes.
DECLARATION MANAGEMENT
This feature now enables you to use a declaration to represent an import, export or in-transit filing. As
part of creating a declaration, you have the option to consolidate multiple shipments, or split a
shipment, or aggregate multiple shipment lines into one, based on different filing rules.
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CUSTOMS FILING
This feature provides you with new messaging capabilities which will help you to collaborate with a filing
agency or a broker to send customs data to a specific regime. You can generate a declaration message
for a declaration and send it to an agency or a broker for filing customs. You will receive a response for
each filing request you send. (In some instances you might receive multiple responses for one filing
request, and that is also supported in this release). GTM uses a combination of status codes and status
groups on request and response messages to provide you information about filing status of the
corresponding declaration.
GLOBAL TRADE INTELLIGENCE (GTI)
VALUE QUALIFIERS ADDED TO SUPPORT ESTIMATED LANDED COST
This feature provides you with new facts that have been added to transaction, trade transaction line,
declaration, and declaration line analyses. These additional facts allow you to slice all existing
dimensions with the newly introduced facts
RENAME CUSTOMS SHIPMENT TO DECLARATION
This feature provides you with a renaming change to update all instances of Custom Shipment to
Declaration, and all instances of Custom Shipment Line to Declaration Line.
These changes are reflected in the menu structure, labels, reports, and metadata.
XIDS ADDED TO VARIOUS FOLDERS
This feature provides you with new Metadata for certain XIDs that have been added. This enables you to
create reports based not only on GID but also based on XID.
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