Mauricio Ramirez - OTM Implementation Best Practices
Transcript of Mauricio Ramirez - OTM Implementation Best Practices
OTM Implementation Best
Practices in an EBS Environment
Lucidity Background
• Founded in 2001
• Headquarters in Dallas with offices in Chicago and Denver
• Flexible Implementation Options
• 110+ Full-time employees
• 140+ Customers
• Full service consulting approach
Experienced Practice Leaders
Seasoned Consultants
• Full service consulting approach– Complete Oracle portfolio provider
– Application Support
– Technology Integration
• Multi Recipient of Oracle Partner of the Year
Award
• First Oracle Partner to go live with OTM post
acquisition
Proven Partner to our Customers
Oracle Certified Advantage Partner
OTM Product Footprint
Transportation
Order Capture
Transportation
Planning
Transportation
Execution
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Freight
Payment,
Billing and
Claims
Global Visibility
Supply Chain Event Management
Business Intelligence (Analytics & Reporting)
Freight Forwarding and BrokerageCa
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Packaged Integration
BB
PP
EEXML /
XSL
XML /
XSL
BB
PP
EE
Web
Services
Orders
Web
Services
Invoices
OracleOracleOTMOTM
EBSOM / WMS / Inv Mgmt
EBSOM / WMS / Inv Mgmt
EBS Purchasing
EBS Purchasing
EBSFinancials
EBSFinancials
Standardized, packaged integrations via Web Services, orchestrated by BPEL XSL
EE
LLXSL XSLEE
LLOrders
Shipments
Events
Invoices
Allocations
Accruals
OracleRetailOracleRetail
OtherERP / SCM
OtherERP / SCM
OtherFinancials
OtherFinancials
Outbound Order Process Flow
Oracle EBS Required Setups
• Profile options
• Enabling OTM in Shipping Parameters
• Create/Sync Carriers
• Create “Equipment” item in Oracle Item • Create “Equipment” item in Oracle Item
Master
• Other data points in Oracle to keep in mind:
– Service levels
– Freight terms
Profile Options
Shipping Parameters
Create/Sync Carriers
Equipment Items
Oracle Lookup Values
OTM Required Setups
• External System(s)– Create External System
– Create Web Service
– Create WSDL document
– Assign WSDL doc to Web Service– Assign WSDL doc to Web Service
– Assign Web Service to External System
• Automation Agents
• Rate Service
• Payment Codes
EBS Automation Agents
Rate Service Setup
• EBS Service Level = OTM Rate Service
Payment Method Codes
• EBS Freight Terms Code = OTM Payment Method Code
• Code in OTM must match what is defined in EBS
Things to Keep in Mind
Limitation of modes available in EBS
Packaged integration only supports a single OTM domain
Delivery creation process is crucial
Limitation of modes available in EBS
Single Domain Support
• OTM supports multiple domains however, the standard integration will only support
whatever domain is defined in this profile option.
Limited Modes Available in EBS
• Although OTM supports many different modes of transportation, Oracle Shipping only
supports this finite list of modes
Delivery Creation Process is Crucial
• Single delivery must not exceed weight/volume
constraints of equipment defined in OTM
• Dates that drive shipment planning are contained in
fields that are typically hidden on the Shipping
Transaction formTransaction form
• Ignore for Planning field must be displayed
Other Best Practices
Load and maintain rate data via CSV files
Leverage automation agents to automate business processes
Create/utilize custom screen sets and menus
Use Oracle UPK for training