Safe Harbor Statement - OTM SIG · The development, release, ... All rights reserved. Oracle...

2016-02-10

1

Copyright © 2014 Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

2016-02-10

2


Oracle Transportation Management 6.4.x Rate Maintenance Overview


Program Agenda

• Overview of Rate Maintenance

• Sample Use Case

• Configuration

4

2016-02-10

3


• Manual entry via User Interface • Table-by-table CSV load

• OTM Sourcing • Rate Maintenance Tool

How do I get Rates into OTM?

5


Strong Points of Each MethodManual UI

Entry

CSV Load OTM

Sourcing

Rate

Maintenance

Business

Users • • •Edit Mass

Records • • •Supports

All Modes • • •Quick Setup

• •Evaluate Bids

•Approval

Process •

6

2016-02-10

4


• One rate could contain:

• Plus references to dependent tables: Lane, Rate Version, etc.

• Plus multiples of above: Rate Records, Rate Costs, Accessorial Costs, etc.

Why do I need a Rate Maintenance tool?

7

Main Table Name Attributes

Rate Offering 214

Rate Record (Rate Geo) 110

Rate Cost (Rate Geo Cost) 125

Accessorial Cost 114

Total 563 different attributes!


Licensing and Navigation

• Rate Maintenance requires a license for OTM Sourcing

• The menu guides you through a typical workflow

8

2016-02-10

5


Rate Maintenance Process Flow

9

OTM:

Select Existing

Rate Offerings and

Rate Records

OTM:

Define structure of

desired rates

Spreadsheet:

Populate/Edit

Rate Data

OTM:

Upload

Spreadsheet

OTM:

Generate

Spreadsheet

OTM:

Review &

Approve

OTM:

Make Rates

OperationalNew Rates

Existing Rates

Manage Rate Load Definition

Download Rates

Upload Rates

Approval Summary


Sample Use Case

2016-02-10

6


Sample Use Cases - Loading New RatesProcess Flow - Select Rate Load Definition

11


Sample Use Cases - Loading New RatesProcess Flow - Download Spreadsheet

12

2016-02-10

7


Sample Use Cases - Loading New RatesProcess Flow - Download Spreadsheet

13


Sample Use Cases - Loading New RatesProcess Flow - Edit Spreadsheet

14

2016-02-10

8



15



16

As downloaded

After editing

2016-02-10

9



17


Sample Use Cases - Loading New RatesProcess Flow - Upload Spreadsheet

18

2016-02-10

10



19



20

2016-02-10

11



21


Sample Use Cases - Loading New RatesProcess Flow - Upload Spreadsheet – Failed Rates

22

2016-02-10

12


Sample Use Cases - Loading New RatesProcess Flow - Approve Rates

23



24

2016-02-10

13



25


6.4.0 Limitations

26

• Rate conditions are not supported

• 1,000 user interface record limit

• No control over order of rate costs, refnums, etc. in download & upload

• No validation of required fields in RLD

• Unable to add new RRs to existing RO

• Cannot manage by rate costs alone

• Cannot create more than one involved party or notify other than email

2016-02-10

14


6.4.1 Limitations

27









6.4.2 Limitations

28








2016-02-10

15


Configuration

29


Sample Use Cases - Loading New RatesSetup Flow – Create Template Rate

30

2016-02-10

16


Sample Use Cases - Loading New RatesSetup Flow – Create Rate Load Definition

31



32

2016-02-10

17



33



34

2016-02-10

18

Safe Harbor Statement - OTM SIG · The development, release, ... All rights reserved. Oracle...

Documents

Transcript of Safe Harbor Statement - OTM SIG · The development, release, ... All rights reserved. Oracle...