Update 23A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Module	Feature	Notes
15 DEC 2023	Transportation Management and Global Trade Platform	Raise Status Change Events in New Process	Updated document. Revised new feature information.
18 MAY 2023	Transportation Management (Base)	Appointments - Set Stop Appointment Times Based on Stop Type	Updated Document.  Corrected feature information.
09 DEC 2022			Created initial document.

Overview

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Transportation Management

Transportation and Global Trade Platform

Enhanced Workbench

Improvements to the Enhanced Workbench

This feature provides a set of new capabilities and features for the Enhanced Workbench. Improvements have been provided in several areas, including:

• Layout Display - Compact, Super Compact
• The Ability to Add New records  
• Session based column rearrangement
• Session based column show/hide
• New Menu Location 
• Map Filters
• Inline Edit for Flex Fields
• Action Checks for Inline Edit and Mass Update
• Bill Line Item Table Added
• Dock Scheduling Gantt Actions - Block Resource, Create Appointment

User Interface

Redwood UI Look and Feel Improvements

This feature provides you with a set of UI style improvements designed to align the system's look and feel with Oracle's user centric Redwood UI look and feel.  You will find the consistent look and feel to be more aesthetically appealing and comforting as you navigate between your Oracle Cloud applications.

Data Export API

Data Export REST API

This feature provides you with the second set of features for the evolving Data Export REST API.  The Data Export REST API is designed to support the replication / export / extraction of table-oriented data from the system's database tables to external data repositories for the purposes of feeding analytical tools. This is a read-only service and all underlying tables will remain unchanged after the process. The export will happen in real time and the expectation is that the data to be exported should be reasonably static e.g., completed orders or shipments.

For complete coverage of the available capabilities and recommended usage of the current version of the Data Export REST API the API documentation listed below, on docs.oracle.com, is the best source of information:

• Transportation and Global Trade Management Data Export Rest API Documentation
• Transportation and Global Trade Management Business Object Resource Rest API Documentation

Document Management

Document Set Capabilities Added for Additional Objects

This feature extends the availability of the Assign and View Document Set web actions and functionality to include the following objects:

• Order Releases
• Shipment Stop
• Shipment Groups
• Invoices
• Bills
• Items 
• Item Qualification 
• Campaigns
• Campaign Lines

In addition, the Send Document Set Agent Action has been added to the following objects:

• Order Releases
• Shipment Stop
• Shipment Groups
• Invoices
• Bills

Performance and Stability

Online Help Centralized on docs.oracle.com

This feature provides you with a new centralized location (docs.oracle.com) for the system's online Help.  In previous versions, online Help was distributed with each installation - now, by default, all instances will access a single centralized online Help version.   

Limit CSV Export File Size

This Optional  Feature, when enabled, enforces a 512 MB CSV export file size limit.  The 512 MB limit is being provided to avoid single file CSV file exports that could lead to a system failure by filling up available disk space.

Raise Status Change Events in New Process

This Optional Feature, when enabled, will raise status change events independently from the process triggering them, this change will help avoid contention issues with synchronous user actions and will providing improved performance.

NOTE: In 24A this Optional Feature was removed and replaced with the Optional Feature - PROPAGATE LOCKS TO TASK LISTS.  Your OPT IN settings for the replaced Optional Feature RAISE STATUS CHANGE EVENTS IN NEW PROCESS were migrated to the new Optional Feature - PROPAGATE LOCKS TO TASK LISTS.

Use Fallback Locale for Missing Translations

This Optional Feature, when enabled, provides automatic support for missing translation bundles.

Filter Agent Events Based on Data Query Type

This Optional Feature, when enabled, will filter agent events based on data query type.

Property Validation

This Optional Feature - when enabled -  validates property entry.

Disable CSV Remote Host Support

This Optional Feature is provided to remove support for import and export of CSV data to remote hosts.

Enforce Content Security Policy

This Optional Feature, when enabled, will stop the page from rendering if the page content violates a rule.  This feature will  improve the security and resilience of the system.

Transportation Management (Base)

Appointment Management

Appointments - Support Shipment Stops Requiring Multiple Appointments

This feature enhances the Dock Scheduling functionality to support - where required - the scheduling of multiple appointments/partial appointments for a shipment stop.  This need arises in situations where the shipment stop involves scheduling appointments for shipments with multiple shipment equipments or the equipment contains different commodities (refrigerated, frozen) that require appointments be made for different docks. 

Appointments - Location Appointment View Start Time - Hours and Minutes

This feature allows you to set your Location Appointment View Start Time to include both Hours and Minutes.  Previously the Location Appointment View Start Time could only be set in one hour increments.

Appointments - Set Stop Appointment Times Based on Stop Type

This Optional Feature, when enabled, will assign your shipment stop appointment times to the proper Appointment Time fields based on the Stop Type (Pickup or Delivery) for the appointment being scheduled. 

Appointments - Service Provider Cutoff Time by Location and Location Resource

This feature provides you with the ability to set the Service Provider cut off time for dock scheduling at the location or location resource level.  Previously, you had the option to set the cutoff values at the system level using a set of properties.  This feature allows you to manage the Service Provider cutoff setup at a location or location resource level versus the property setting level which sets a single cut off value that applies to all locations.

Appointments - Tolerance Values for Appointments

This feature provides you with a new property that allows you to define a tolerance value that allows you to extend the list of feasible appointment slots available to include appointment slots that start before the shipment stop's estimated arrival time. With the tolerance value considered, you can expand the operationally acceptable appointment slots available to you for setting your appointments.

Ocean Enhancement

Voyage Schedules - Internal or External Schedule Sources

This feature provides the first set of capabilities for the integration of OTM with external voyage schedule providers. For this release, the following capabilities have been provided:

• The option to license and use external voyage schedules with OTM.  For 23A, the ability to connect to project44's Container Sailing Schedules has been provided.

• A new Ask Oracle Voyage Schedules option, which provides an improved look and feel and filtering capabilities.  The new Ask Oracle Voyage Schedules can be configured for external or internal voyage schedule queries. 

• A new Order Release action - Assign Voyage Schedules - which allows you to lookup and assign external voyage schedules from external sources (project44) or this new action can be used to assign voyage information to the order release for voyage schedules loaded into OTM.

Mobile

Mobile Application Enhancements

This feature provides a list of new features and improvements to the new Mobile Application. 

The highlights include the following enhancements:

• Service Provider Flow - Supporting - Shipment Tender (Accept/Decline), Spot Bid Tender (Enter bid amount) and Tracking Event entry
• Mobile Help
• New Offline indicator
• Support for Image Compression
• The ability Update the Received Quantity
• A Shipment Filter 
• Ability to View your Shipment Documents on the Mobile Application
• Configure and Show Shipment Contact Information

Document Management

Documents for Shipment Stop

This feature extends OTM's Document capabilities to the Shipment Stop level.  Document related web actions available for the Shipment Stop now include Add Document, Assign Document Sets, Upload Document and View Document Sets.  In addition, Document related Shipment Stop Agent Actions for Add Document (To/From) and Send Document Sets have been added to automate the generation and sending of Shipment Stop documents.

Spot Bid Tender

Spot Bid Enhancements

This feature extends the Spot Bid Tender functionality to include a long list of configuration, usability, and information availability improvements.  These enhancements will improve the usability of this functionality for your existing implementation and allow you to extend your usage of the Spot Bid Tender functionality to additional modes, regions and users.

Rate Maintenance

Rate Maintenance UI Refresh

This feature updates the Rate Maintenance UI to OTM's standard UI infrastructure, providing you with improvements in the overall user experience and usability of the Rate Maintenance functionality. 

With this feature, Rate Maintenance activities that previously required multiple screens or tabs have been consolidated and simplified into more intuitive UIs.  The View Approval Details process, that previously involved navigating through multiple screens and tabs, has been completely redone as an Enhanced Workbench, providing you with a more intuitive and straight forward way to manage the approval process at the different levels -  Rate Load Definition, Rate Offering and Rate Record.  

Use Enhanced Rate Maintenance Links in Emails

This Optional Feature is provided in the unlikely case that you need to revert to the legacy Rate Maintenance UIs from the Enhanced/refreshed UIs.  This feature, when enabled, will provide Rate Maintenance email links that link you to the new Rate Maintenance UIs.  In the unlikely event that you need to revert to the legacy UIs, Opting Out of this feature will switch the Rate Maintenance email links to the legacy UIs.

Shipment Group

Enable Ship Group SC Rule Rule Type Validation

This Optional Feature, when opted in, provides the following validation - only Secondary Charge (SC) rule of type Shipment Group can be added to the Shipment Group rule and only Secondary Charge rule of type Shipment Group will be used to build secondary charge shipments.

Shipment Group UI Web Action - Recalculate Secondary Charge Shipment

This feature provides you with a new Shipment Group UI web action -  Recalculate Secondary Charge Shipment - which will recalculate the cost of your shipment group secondary charge shipment.

Secondary Charge Rule Shipment Group Criteria

This feature provides you with Secondary Charge Rule Criteria specifically for the Secondary Rule Type of Shipment Group.  The new Shipment Group Type criteria will limit the shipment groups for which the Secondary Charge Rule will apply. 

Rate Service and Activity Time

Equipment Reference Unit Location Activity Time

This feature provides you the added option of defining your location activity time by Equipment Reference Units (ERU).  You will find this option beneficial in any scenario where your location stop activities are determined by the number and type of Equipment Reference Units being loaded or unloaded into the equipment.

Day Duration Rate Service Supports Same Day Pickup and Delivery

This feature enhances the DAYDURATION Rate Service so that both Pickup and Delivery/Receive activities can be scheduled on the same day.  Previously, the Day Duration Rate Service transit time minimum was one day.  

Asset Position and Status Report

Fleet Asset Position Report and Fleet Asset Status Report

This feature provides you with two operational reports that you can use to keep track of the current status and position of your fleet.  The reports are designed to serve the needs of specific users within your operation. 

• The Fleet Asset Position Report provides visibility to your customers for loaded enroute assets providing information about the loaded product, ETA and latest position.

• The Fleet Asset Position Report also provides your planners with visibility to empty assets including ETA and the current position of the assets/equipment.

• The Fleet Asset Status report provides your asset manager with a comprehensive view of the current status for all the assets they are responsible for.

Usability and Performance

Add Tracking Event to Shipments

This feature provides you with a new Shipment web action that provides the option of adding the same Tracking Event information to more than one shipment with one run of the action.  You will find this feature very beneficial in supporting operations where the reporting of standard tracking events (like pickup and delivery) are entered manually for a set of shipments at the end of the day as an administrative task.

Keep Existing Service Provider for Unassign

This feature provides you with the option to, in the scenario where an order (or order movement) is unassigned from a shipment, have OTM re-drive and re-rate the shipment and retain the current Service Provider, even if a lower cost Service Provider alternate is available. 

By default, the logic will continue to, when a lower cost Service Provider is available, change the Service Provider as part of the order (or order movement) un-assignment - this feature allows you to retain the Current Service Provider even when a lower cost alternative Service Provider option exists.  

Allow Order Unassign When Rating Is Infeasible

This feature allows you to un-assign orders or order movements from shipments even in situations where the un-assignment leads to an infeasible rating condition. In previous versions, OTM's logic would not allow an order or order movement un-assignment action to put a shipment into a Rate Infeasible situation - as a result, order or order movement un-assignments that would lead to a Rate Infeasible condition would fail. Now, you can un-assign your orders or order movements even if the impact of the un-assignment is for the shipment to end up being Rate Infeasible.

Check Tender on Shipment Delete

This Optional Feature, when enabled, will improve the process used to check a shipment's tender status during shipment deletion.  The improved process will provide performance improvements during the shipment deletion process. 

External Distance Engines - Address Validation

Here Technologies - Address Validation - Quality Level

This feature extends the Location Address Validation process - using Here Technologies - to include the address match Quality Level value for the address matches provided by Here Technologies.  The addition of the Quality Level match value provides insight into the quality of the match and can be used to filter out (poor) matches that do not meet a desired threshold value.  In addition, the Here Technologies match Quality Level value is available in the UI for your consideration when the Validate Address action is run against a location. 

PC*MILER Web Service - Address Validation - Quality Level

This feature extends the Address Validation process using PC*MILER Web Service to include the address match Quality Level (Confidence Level) value for the address matches provided by PC*MILER Web Service.  The addition of the Quality Level match value (Confidence Level) allows you to eliminate (poor) matches that do not meet a desired threshold value and to include consideration of the match Quality Level when you manually run the Validate Address action for a location. This feature also extends the address validation information stored on the location and offers new processing options for address validation and the assignment of latitude/longitude values to your locations.

Oracle Map Cloud Service - Address Validation - Quality Level

This feature extends the Address Validation process using Oracle Map Cloud Services (aka Oracle Spatial) to include the address match Quality Level value for the address matches provided by the Oracle Map Cloud Service.  The addition of the Quality Level match value allows you to eliminate (poor) matches that do not meet a desired threshold value and to include consideration of the match Quality Level when you manually run the Validate Address action for a location. This feature also extends the address validation information stored on the location and offers new processing options for address validation and assigning latitude/longitude values to your locations.

Property to Turnoff Postal Point Lookup

This feature provides you with the ability to turn off the logic that uses the Postal Code Latitude/Longitude power data table (the GEO_POSTAL_POINT table) for geocoding your new and/or modified locations. Turning this logic off will allow you to configure your Address Validation and geocoding process to use other sources (e.g., External Distance Engines) for your location's address validation and latitude/longitude values.

HERE Technologies

Generate Rush Hour Data Using HERE Technologies Large Scale Matrix Routing v8 API - Asynchronous Call

This feature switches the processing for the HERE Technologies v8 Large Scale Matrix Routing API for Generate Rush Hour Data to an Asynchronous process. In previous versions, this call was done Synchronously.

The HERE Technologies v8 API takes advantage of their new unified API framework and provides you access to new features, expanded content, and performance and quality improvements.

HERE Technologies requires that all their customers move to their new API framework and the supported authentication methods (in this case OAuth 2.0) as soon as possible.

HERE Technologies Map - Location Clustering

This feature provides you (those using HERE Technologies as the Workbench Map vendor) with the option to map locations on a map in a clustering view vs mapping locations individually. You will find this option particularly helpful in uncluttering your map display when you are mapping many locations on your map. You may also find the clustering helpful in identifying locations that - based on HERE Technologies clustering algorithm - are close/clustered together.

HERE Technologies v8 Mandatory Upgrade

Mandatory HERE Routing API v8 Upgrade for Enhanced Workbench Mapping

This feature provides you with the ability to configure your usage of the Enhanced Workbench for mapping (using HERE) to HERE's required/mandatory HERE Routing API v8. The migration to the required/mandatory HERE Routing API v8 should be done to cover all of your Enhanced Workbench mapping usage - including the mapping of Shipments, Order Releases, Order Movements and Networks.

Transportation Operational Planning

Network Routing

Logistics Guide Template - Equipment Reference Unit (ERU) for Planning Templates

This feature extends the Logistic Guide Template metrics to include Equipment Reference Units (ERUs).  With the ERU metric (and costing) considered in the routing step of Network Routing - the logic now provides improved network path decisions in scenarios where the lowest cost route/path through the network is dependent on evaluating ERU based rates.   You will find this change particularly beneficial in any network routing decisions where there are opportunities to go direct or to go via a cross dock and the equipment capacity and the evaluation and costing for these routing options is based on ERUs.

Network Routing with Location Calendar

This feature enhances the Routing logic used in Network Routing to consider location calendars (source, cross dock etc.) when evaluating the different routing options to consider in a defined network. You will find this feature beneficial in any Network Routing scenario where the locations involved have constrained operating times based on the location's assigned calendar.

Use Consol Flag Added to Network Leg

This feature adds the Use Consol check box to the Network Leg, the Use Consol check box allows you to indicate that the network leg can be used as a candidate for building a consol shipment.  You will find this feature beneficial in situations where your need to control the network legs that are or are not candidates for building consol shipments.

Work Assignments

Convert Multi Segment Shipment to Single Petal Shipments

This feature extends the Convert Multi-segment to Multiple Shipments logic to allow for the multi-segment shipments to be split by petal shaped segments/round trip segments.  This new capability extends the opportunities to combine the robust multi-stop multi-segment planning capabilities of OTM with the resource scheduling capabilities provided with the Work Assignment planning logic.

Resource Scheduler Sequencing Option - Current Start Time Ascending

This feature provides you with a new Resource Scheduler Sequencing Option - Current Start time Ascending - which will consider your shipment's current start time when setting up the process for assigning shipments to available resource schedule instances.  You will find this feature beneficial in any scenario where your assignment of shipments to available resource schedules should consider the current start time of the shipment.  The current start time includes consideration for location calendars and other timing related requirements.

Service Provider Assignment

Service Provider Assignment - Shipment Preference Criteria - Consider Utilization Options

This feature provides you with a new Service Provider Assignment parameter that provides additional utilization focused criteria to guide how the Service Provider Assignment logic handles the assignment of shipments to service providers in capacity constrained scenarios. By default, OTM attempts to minimize cost in the Service Provider Assignment decision - with this feature, you can configure the Service Provider Assignment logic to consider utilization measured by Weight or Volume or ERUs.

3D

Gross Center of Gravity - Calculate and Persist on Shipment Equipment

This feature provides the option to have visibility to your Empty Center of Gravity, Freight Center of Gravity, and Gross Center of Gravity on your Shipment Equipment.

Transportation Sourcing

Enhanced Build Lane Summary with Volume Target Action

This feature provides you with an enhanced Build Lane Summary with Volume Target action.  The action will now evaluate each of the lanes defined in the assigned Geo Hierarchy Profile against the Volume Target provided and will generate a lane for each Geo Hierarchy that satisfies the specified Volume Target.

Freight Payment, Billing, and Claims

Aggregated Shipment Cost Lines

This feature is designed to handle the case where a single invoice line comes in and it should match to multiple shipment lines. For example, this feature handles the situation where there is one accessorial code for your handling charge on the invoice and that one handling charge is represented as three separate shipment cost lines for handling on the individual shipments. For the Create Invoice scenarios, this feature will auto create the invoice with the defined aggregation.

Inv Line Appr-Stop At First Passed Det and Rule

This Optional Feature, when enabled, will provide the following processing -  the invoice line approval will look up the line tolerance rule detail from the specific to the general. The tolerance check will stop after the first pass.

Enable Improved Invoice Approval Logic

This Optional Feature, when enabled, will use the improved invoice approval logic which allows invoices to be approved based on the invoice line status and provides invoice approvals based on aggregation definition and shipment cost reference.

Shipment Cost Associated to Order Release and Stop

This feature allows you to, when manually entering a shipment cost, to associate the entered cost to either a specific Shipment Stop, an Order Release, or an Order Release Line - available previously.

Transportation Intelligence

Data Visualization - Transportation Operational Intelligence Subject Area

This feature provides you with a new Data Visualization (DV) subject area Transportation Operational Intelligence which contains three new subject area folders: Shipment Operational Analysis, Order Release Operational Analysis and Invoice Operational Analysis.  The Transportation Operational Intelligence subject area is unique since it provides you DV reporting and analysis access to your operational data.

Status Dimension Subject Area - Order Release, Shipment and Invoice

This feature provides you with new Status Dimensions Subject Area for the Order Release Status, Shipment Status and Invoice Status.

Order Release Dimensions for Earliest Estimated Pickup Date, Latest Estimated Delivery Date

This feature extends the Order Release Dimensions to include the Order Release Earliest Estimated Pickup Date and Latest Estimated Delivery Date. You will find this information useful in understanding the end-to-end lead time required to delivery an order release.

Additional Shipment Dimension and Fact for Equipment Reference Units

This feature extends the Shipment Facts and Dimensions provided to include additional Equipment Reference Unit insight.  The Shipment Dimensions now includes the Equipment Reference Unit GID and Shipment Facts now includes the Total Number of Reference Units fact.   

Logistics Network Modeling

Extend Logistic Network Modeling to Include Work Assignment Optimization

This feature extends the Logistics Network Modeling (LNM) capabilities to include creating Modeling Projects and Modeling Scenarios that allow you to simulate the creation of Work Assignments.

This feature allows you to develop Modeling Scenarios using either your operational OTM shipments as input or you can generate Work Assignments as part of your LNM Bulk Plan simulation runs - using order releases as input.

With this new LNM simulation capability you can easily evaluate the benefits of different Resource Schedule options. For example, you can increase or decrease the resource counts available, and/or try different resource schedule durations etc.

Logistic Network Modeling - LTL Rate Discount Data Rule Enhancement

This feature extends the Logistics Network Modeling rules to include the option to change the discount percentage (increase or decrease) for your LTL Rates.   You will find this change beneficial when modeling any scenario that involves simulating the impact of different LTL Rate discounts - either an increase or a decrease in the discount percentages.

Logistics Digital Assistant

Logistics Digital Assistant Available in Global Header

This feature provides you with the option to include access to Logistic Digital Assistant directly from the system's Global Header.

The Logistic Digital Assistant uses artificial intelligence for natural language processing to create more conversational and human interactions between you and the system. The Logistics Digital Assistant (LDA) is enabled through the use of Oracle's digital assistant platform, Oracle Digital Assistant (ODA), which provides the tools and capabilities you need to build AI-powered assistants with task-specific skills, like the OTM Order/Shipment Status skill.