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Step
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Action
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1.
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Sign in to EnterpriseOne as jde/jde
Enter the desired information into the User ID: field. Enter a valid value e.g. "jde".
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2.
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Enter the desired information into the Password: field. Enter a valid value e.g.
"jde".
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3.
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Click the Sign
In button.
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4.
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Fast Path: E1OTM
Enter the desired information into the Fast Path field. Enter a valid value e.g.
"e1otm".
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5.
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Click the Fast
Path button.
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6.
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Click the Daily
Processing button.
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7.
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Click the Sales
Order Processing button.
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8.
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Click the Sales
Order Entry link.
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9.
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Click the Add
button.
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10.
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Create a new sales order as:
Customer = 59303
B/P = 28004
Enter the desired information into the Sold To field. Enter a valid value e.g. "59303".
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11.
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Enter the desired information into the Ship To field. Enter a valid value e.g. "59303".
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12.
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Enter the desired information into the Branch/Plant field. Enter a valid value e.g.
"28004".
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13.
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Order 15000 of item 726698M for 5 June
Click in the Quantity
Ordered field.
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14.
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Enter the desired information into the Quantity Ordered field. Enter a valid value
e.g. "15000".
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15.
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Enter the desired information into the Item Number field. Enter a valid value e.g.
"726698M".
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16.
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Enter the desired information into the Requested Date field. Enter a valid value e.g.
"6/5/12".
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17.
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Note the Sales Order Number (18020). This will be needed in subsequent
transactions
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18.
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Shop for a carrier & rate
Click the Go
To list.
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19.
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Click the Rate
Shopping list item.
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20.
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Click the Go
button.
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21.
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Select a rate & carrier from the
values displayed
Click the option.
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22.
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Click the Save
and Continue button.
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23.
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Click the Submit
and Close button.
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24.
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Click the Close
button.
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25.
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Create a Freight Request to be sent to OTM
Click the Freight
Request link.
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26.
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Click the Data
Selection option.
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27.
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Click the Submit
button.
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28.
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Click the Where
list.
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29.
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Click the Literal
list item.
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30.
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Enter the sales order number from earlier.
Enter the desired information into the Literal Value field. Enter "18020".
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31.
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Click the OK
button.
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32.
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Click the OK
button.
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33.
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Click the OK
button.
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34.
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Communication from E1 to OTM is pushed via
a Remote Desktop Server.
Click the Remote
Desktop button.
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35.
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Use the OTMPostSubmit function to transfer
the file to OTM.
The Freight Request uses transaction type
FR
Close the box when it has completed.
Then minimise the Remote Desktop window.
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36.
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Click the Minimize
button.
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37.
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Next the Sales Order is planned in OTM.
Switch to the OTM window.
Click the OTM:
Oracle Transportation Management button.
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38.
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Now log in to OTM as JDEMASTER.PLANNER /
WELCOME
Enter the desired information into the
field. Enter a valid value e.g. "JDEMASTER.PLANNER".
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39.
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Enter the desired information into the
field. Enter a valid value e.g. "WELCOME".
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40.
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Click in the Login
field.
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41.
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Navigate to the Sales Order from E1 ...
Click the Order
Management link.
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42.
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Click the Order
Release link.
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43.
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Click the Order
Release link.
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44.
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Enter the E1 Order number.
Ensure that the search type is
"begins with".
Enter the desired information into the
field. Enter a valid value e.g. "18020".
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45.
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Click the Search
link.
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46.
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Click the JDEMASTER.18020_S8_00001-1
link.
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47.
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Notice that the Dates & Locations have
come across from E1.
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48.
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Click the Line
Item link.
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49.
|
Note the shipment line information.
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50.
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First create a Sell Shipment in OTM
- this creates the Freight line in E1.
Click the Actions
link.
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51.
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Click the OK
button.
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52.
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Click the graphic.
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53.
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Click the Direct
list item.
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54.
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Click the Ok
link.
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55.
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Click the Close
Window graphic.
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56.
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Next create a Buy Shipment - this
creates the shipment to pass back to E1.
Click the Actions
link.
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57.
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Click the OK
button.
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58.
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Click the graphic.
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59.
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Click the Direct
list item.
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60.
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Click the Ok
link.
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61.
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This is the Shipment Summary.
Note the Shipment ID (04927), Cost,
Carrier & Transport Mode.
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62.
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Now that there is a Shipment the
'Resources' have to be secured from the load carrier.
Click the 04927
link.
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63.
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First Secure the Resources - this notifies
the carrier that there is a load for them.
Click the Actions
link.
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64.
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Click the graphic.
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65.
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Click the Secure
Resources list item.
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66.
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Click the Close
Window graphic.
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67.
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Then Accept the Tender. This
triggers sending information back to E1.
Click the Actions
link.
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68.
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Click the graphic.
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69.
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Click the Accept
Tender list item.
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70.
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Click the Close
Window graphic.
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71.
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Click the Close
button.
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72.
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Click the Close
Window button.
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73.
|
Click the Close
Window button.
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74.
|
The next steps are in E1
Click the EnterpriseOne
button.
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75.
|
Now that the transportation has been
arranged in OTM it is interfaced back into E1.
Click the Inbound
Processor-Transportation link.
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76.
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Click the OK
button.
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77.
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Review the Sales Order to see the
Transportation Planned State.
Click the Transportation
Planning - Sales Order link.
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78.
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Enter the Sales Order Number.
Enter the desired information into the Line Number field. Enter a valid value e.g.
"18020".
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79.
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Enter the desired information into the Company No field. Enter a valid value e.g.
"1".
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80.
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Click the Find
button.
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81.
|
Note that the Transportation Plan State is
now TA and the Shipment ID from OTM is now shown (04927)
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82.
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Click the Close
button.
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83.
|
Next the Pick Slip is printed.
Click the Sales
Order Entry link.
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84.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"18020".
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85.
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Enter the desired information into the Branch/Plant field. Enter a valid value e.g.
"*".
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86.
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Click the Find
button.
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87.
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Select the row(s) ...
Click the Row
option.
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88.
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Click the Print
Pick Slip button.
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89.
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Click the OK
button.
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90.
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Click the Close
button.
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91.
|
Confirm the shipment
Click the Confirm
Shipments link.
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92.
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Enter the desired information into the Order Number field. Enter a valid value e.g.
"18020".
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93.
|
Enter the desired information into the Branch/Plant field. Enter a valid value e.g.
"*".
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94.
|
Click the Find
button.
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95.
|
Click the Form
button.
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96.
|
Click the Confirm
Shown Rows menu.
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97.
|
Click the OK
button.
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98.
|
Click the Close
button.
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99.
|
Now confirm to OTM that the sales order
has shipped.
Click the Sales
Order Confirmation link.
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100.
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Click the Data
Selection option.
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101.
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Click the Submit
button.
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102.
|
Click the Where
list.
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103.
|
Click the Literal
list item.
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104.
|
Enter the Sales Order number
Enter the desired information into the Literal Value: field. Enter a valid value e.g.
"18020".
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105.
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Click the OK
button.
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106.
|
Click the OK
button.
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107.
|
Click the OK
button.
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108.
|
Transmission to OTM is, again, via the
Windows Desktop Server.
Click the Windows
Desktop Server button.
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109.
|
Code 'SC' is used to create the Sales
Confirmation
Press [PrintScreen].
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110.
|
Click the Minimize
button.
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111.
|
On receipt of the Sales Confirmation
record OTM automatically sends the Sell Shipment information (created
earlier) back to E1.
Confirm that it has been received.
Click the External
Inbound Transmissions link.
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112.
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Click the Show
All Transmissions option.
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113.
|
Click the Find
button.
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114.
|
Here it is.
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115.
|
Click the Cancel
button.
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116.
|
Now the file transmitted from OTM has to
be imported.
This process imports the billable freight
charges from OTM and adds new lines for freight to the Sales Order, so that
they can be billed to the Customer.
Promised Delivery Date & Time may also
be updated by this process.
Click the Inbound
Processor-Transportation Confirmed link.
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117.
|
Click the OK
button.
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118.
|
A Sales Invoice is printed for the
customer.
Click the Sales
Invoice link.
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119.
|
Click the Data
Selection option.
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120.
|
Click the Submit
button.
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121.
|
Click the Document
Number list.
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122.
|
Click the Literal
list item.
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123.
|
Enter the Sales Order number.
Enter the desired information into the Literal Value: field. Enter a valid value e.g.
"18020".
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124.
|
Click the OK
button.
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125.
|
Click the OK
button.
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126.
|
Click the OK
button.
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127.
|
The next part of this demonstration
concentrates on paying the carrier.
A Purchase Order is created in E1 and
transmitted to OTM. This is then matched up to the shipment.
Details are sent back to E1 and 'received' there. A Purchase Invoice is
generated in OTM and is transmitted to E1 where it is imported into the
Supplier Ledger.
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128.
|
Close the Sales Order menu & open the
Purchase Order menu.
Click the Sales
Order Processing button.
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129.
|
Click the Purchase
Order Processing button.
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130.
|
Click the Enter
Purchase Orders link.
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131.
|
Click the Add
button.
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132.
|
Create a Purchase Order for the items
transported:
Supplier = 126308
Branch/Plant = 28004
Enter the desired information into the Supplier field. Enter a valid value e.g. "126308".
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133.
|
Enter the desired information into the Branch/Plant field. Enter a valid value e.g.
"28004".
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134.
|
Click the OK
button.
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135.
|
Note the PO Number (11144), it will be used later.
Now enter details that match the Sales
Order line:
Item = 726698M
Qty = 15000
Date = 5 June
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136.
|
Enter the desired information into the Item Number field. Enter a valid value e.g.
"726698M".
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137.
|
Enter the desired information into the Quantity Ordered field. Enter a valid value
e.g. "15000".
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138.
|
Enter the desired information into the Matrix Line Number field. Enter a valid value
e.g. "6/5/12".
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139.
|
Click the OK
button.
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140.
|
Click the Close
button.
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141.
|
Prepare the details to send over to OTM.
Click the Freight
Request link.
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142.
|
Click the Data
Selection option.
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143.
|
Click the Submit
button.
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144.
|
Click the Where
list.
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145.
|
Click the Literal
list item.
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146.
|
Enter the Purchase Order number
Enter the desired information into the Literal Value: field. Enter a valid value e.g.
"11144".
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147.
|
Click the OK
button.
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148.
|
Click the OK
button.
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149.
|
Click the OK
button.
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150.
|
Again, the details are transmitted to OTM
via the Desktop Server
Click the Windows
Desktop Server button.
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151.
|
The code entered for the Purchase details
is 'PR'
Press [PrintScreen].
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152.
|
Click the Minimize
button.
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153.
|
The next steps are in OTM:
Click the Oracle
Transportation Management button.
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154.
|
Click the Purchase
Order link.
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155.
|
Click the Order
Base Line link.
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156.
|
Enter the PO number from E1. (Ensure
that the LOV shows 'Begins With')
Enter the desired information into the
field. Enter a valid value e.g. "11144".
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157.
|
Click the Search
link.
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158.
|
Click the JDEMASTER.11144-O8-00001-000-1000
link.
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|
159.
|
Note:
- Packaged Item ID
- Weight
- Volume
- Source & Destination Locations
|
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160.
|
Release the PO line
Click the New
Release Instruction link.
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161.
|
Enter the ordered quantity from the PO
Enter the desired information into the
field. Enter a valid value e.g. "15000".
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162.
|
Click the Save
link.
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163.
|
Click the Finished
link.
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164.
|
Click the Checkbox
option.
|
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165.
|
Release the full quantity
Click the Actions
link.
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166.
|
Click the Release
Total Order Amount link.
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167.
|
Click the 11144-O8-00001-000-001
link.
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168.
|
Now create the Buy Shipment
Click the Actions
link.
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169.
|
Click the graphic.
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170.
|
Click the Direct
list item.
|
|
171.
|
Click the OK
graphic.
|
|
172.
|
Click the Close
Window graphic.
|
|
173.
|
Click the Close
Window graphic.
|
|
174.
|
The next steps are in E1:
Click the JD
Edwards EnterpriseOne button.
|
|
175.
|
Review the Transportation Planned state of
the PO
Click the Transportation
Planning-Purchase Order link.
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|
176.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"11144".
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177.
|
Click the Find
button.
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|
178.
|
Note:
- State = FR
- Trans Code = UI
|
|
179.
|
Click the Cancel
button.
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180.
|
Receive the PO
Click the Receive
Purchase Order link.
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|
181.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"11144".
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182.
|
Enter the desired information into the Branch/Plant field. Enter a valid value e.g.
"*".
|
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183.
|
Click the Find
button.
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184.
|
Click the Select
button.
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185.
|
Select the Row(s) to receive
Click the Row
option.
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|
186.
|
Click the OK
button.
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|
187.
|
Click the Close
button.
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|
188.
|
Review the changed values on the PO
Click the Transportation
Planning-Purchase Order link.
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|
189.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"11144".
|
|
190.
|
Click the Find
button.
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|
191.
|
Note now:
- State = FR
- Trans Code = CL
|
|
192.
|
Click the Cancel
button.
|
|
193.
|
Now match the receipt lines and create a
Voucher
Click the Voucher
Match link.
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|
194.
|
Point to the Add
button.
|
|
195.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"11144".
|
|
196.
|
Enter the desired information into the Order Number field. Enter a valid value e.g.
"o8".
|
|
197.
|
Enter the desired information into the Branch/ Plant field. Enter a valid value e.g.
"28004".
|
|
198.
|
Enter the desired information into the Invoice Num. field. Enter a valid value e.g.
"12345".
|
|
199.
|
Click the Form
button.
|
|
200.
|
Click the Receipts
To Match menu.
|
|
201.
|
Select the order line to match
Click the Row
option.
|
|
202.
|
Click the OK
button.
|
|
203.
|
Click the OK
button.
|
|
204.
|
Click the Close
button.
|
|
205.
|
Create an invoice & a Voucher in
OTM. These are sent back to E1 as a Payables Invoice
Click the Oracle
Transportation Management button.
|
|
206.
|
Click the Transportation
Planning and Execution link.
|
|
207.
|
Click the Shipment
Management link.
|
|
208.
|
Click the Buy
Shipments link.
|
|
209.
|
Enter the shipment number noted previously
Enter the desired information into the
field. Enter a valid value e.g. "04928".
|
|
210.
|
Click the Search
link.
|
|
211.
|
Click the option.
|
|
212.
|
Click the Actions
link.
|
|
213.
|
Create an Invoice
Click the graphic.
|
|
214.
|
Click the Create
Invoice link.
|
|
215.
|
Click the 20120522-0002
link.
|
|
216.
|
Note:
- Invoice Number
- Amount Due
- Service Provider
|
|
217.
|
Approve the Invoice
Click the Actions
link.
|
|
218.
|
Click the Approve
Invoice link.
|
|
219.
|
Expand the entry
Click the Expand
graphic.
|
|
220.
|
Note the Shipment cost & Freight
charge
|
|
221.
|
Clicking Finish creates the Voucher.
This is then sent to E1 to be imported as a Payables Invoice
Click the Finish
link.
|
|
222.
|
Click the Close
Window graphic.
|
|
223.
|
Click the Close
Window graphic.
|
|
224.
|
Back to E1:
Click the JD
Edwards EnterpriseOne button.
|
|
225.
|
Click the Purchase
Order Processing button.
|
|
226.
|
Click the Financial/Voucher
Process button.
|
|
227.
|
Verify that the transmission from OTM has
arrived
Click the External
Inbound Transmissions link.
|
|
228.
|
Click the Show
All Transmissions option.
|
|
229.
|
Click the Find
button.
|
|
230.
|
Here it is
|
|
231.
|
Click the Cancel
button.
|
|
232.
|
Import it
Click the Transportation
Inbound Voucher link.
|
|
233.
|
Click the OK
button.
|
|
234.
|
Review the imported transaction
Click the Voucher
Invoice EDI Cross Reference link.
|
|
235.
|
Note the EDI Doc Number (113152) for later use
|
|
236.
|
This is the Supplier's Invoice number
|
|
237.
|
Click the Cancel
button.
|
|
238.
|
Now process it into the Supplier Ledger
Click the Batch
Voucher Processing link.
|
|
239.
|
Click the Data
Selection option.
|
|
240.
|
Click the Submit
button.
|
|
241.
|
Click the Where
list.
|
|
242.
|
Click the Literal
list item.
|
|
243.
|
Enter the EDI Batch Number noted earlier
Enter the desired information into the Literal Value: field. Enter a valid value e.g.
"113152".
|
|
244.
|
Click the OK
button.
|
|
245.
|
Click the OK
button.
|
|
246.
|
Click the OK
button.
|
|
247.
|
View it in the Supplier's Ledger
Click the Supplier
Ledger Inquiry link.
|
|
248.
|
Enter the desired information into the Supplier Number field. Enter a valid value e.g.
"131810".
|
|
249.
|
Click the Find
button.
|
|
250.
|
Select the Voucher just created ...
Click the Document
Number link.
|
|
251.
|
... and note that it is for the Invoice
number that was just imported
|
|
252.
|
End of Procedure.
|