Update 23B

Revision History

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

Overview

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Transportation Management

Transportation and Global Trade Platform

Enhanced Workbench

Improvements to Enhanced Workbench

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

• Table  - Content Details - Default First Row Selected/Not Selected Option
• Table - Filter on Table and Action Selection Enhancement
• Dock Scheduling Gantt Usability - Refocus Gantt after running actions
• Dock Scheduling Gantt Usability  - Unblock Slot UI Action 
• Gantt Usability -  Hover Text Configuration

Document Management

Document Set - Send Multiple Documents for Same Document Type

This feature enhances the Document Set capabilities to include the option of sending multiple Ad Hoc documents of the same Document Type when you run the  Send Documents action (or agent action) for your Document Set. Previously, the system would only send one document per Document Type defined in the Document Set, this feature allows for multiple/all documents of the same Document Type to be sent. 

Usability, Performance and Stability

Property Tree

The Property Tree offers you a comprehensive overview of the system's numerous properties, organizing them into logical groups and subgroups. It provides an enhanced method for identifying the available properties and offers immediate access to three levels of information: Tooltips, which provide a summary of the property's usage, Property Information, which offers further details about the property, and a direct link to the property's Help.

It's worth noting that the Property Tree is in its initial release stage, and while it includes many of the system's properties, not all are currently included. However, future releases will include these omitted properties as well as newly added ones.

Mail Validation

This feature provides you with the tools you need to validate the email addresses used in the system.  The feature also provides diagnostic and troubleshooting tools so you can identify why your e-mails are not being received.

File Management Enhancement

This feature provides a set of improvements to the File Management/File Cleanup feature.  Specifically, the File Cleanup algorithms have been refined/expanded to improve both the monitoring of resource usage and the file cleanup actions initiated when the monitored resource usage types are exceeded.

REST Services

Use File Repository for REST

This Optional Feature, when enabled, will Use file-based content for REST API metadata. The use of file-based content makes it easier to manage and maintain the REST API metadata.

Transportation Management (Base)

Open Tender

Service Provider Tender Constraints - Spot Bid Tender and Broadcast Tender

This feature provides you with the option to configure the Tender Constraints (Equipment Groups and Special Services) - that the Service Provider supports along with the option to check that the Service Provider(s) being considered for your Broadcast and Spot Bid Tenders are feasible/support the Shipment's required Equipment Group(s) and Special Services.

Appointment Management

Dock Scheduling - Multiple Appointments Rule Check

This feature provides you with additional rule checks that will avoid scheduling parrallel/overlapping appointments in situations where you have multiple commodities - each requiring an appointment - loaded into the same equipment.  The new logic will ensure that the multiple appointments scheduled for the two commodities - in the same equipment - are not scheduled simultaneously.

Shipment XML - Appointment Info - Flex Commodity and Equipment Added

This feature extends the Shipment.xsd to include two new fields in the AppointmentInfo element:

1.  FlexCommodityCode - User defined commodity code for shipment ship unit.
2.  EquipmentGid - The GID for equipment associated with the shipment.

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:

• Improved Button Spacing (OK, Cancel)
• Visibility to Ship Unit Planned Quantities
• Hide Box Option
• Expand Accordion Option
• Refresh On Home - Refresh Reload Improvements
• Refresh All
• Exception Event
• Display User Id, Nickname and Role
• Properties for Document Type Enabled
• Decline Reason Code - Service Provider Flow

Order Management/Fusion Application Integration

Order Release - Mod - Future Processing Agent Action - Option to Always Generate Ship Units

This feature adds the option to re-generate ship units when the Agent Action Order Release - Mod - Future Processing runs.  This feature is intended to better handle integration scenarios where upstream and downstream systems cannot provide the necessary back pointers and references to OTM to coordinate downstream system updates for shipment actuals and upstream order modifications.

Order Release Action - Sync Shipped Quantity with Order

This feature is provided to support the orchestration between upstream and downstream systems where a temporary delta occurs between the upstream system's ordered quantity and how the downstream system handles the fulfillment of the order.  Specifically, this feature is intended to support the scenario where the upstream system sends an order for 100 units, with the intention that all 100 units will be shipped on a single shipment planned in OTM, but the downstream system fulfills the order by shipping 90 units on the first shipment, and then ships the balance of 10 on a separate shipment that is planned in OTM. This feature provides a way to create a transaction (Order Movement) in OTM (for the 10 units) so that the second shipment can be planned and then sent to the downstream system.  

Shipment Action - Remove Planned Shipment Ship Units

This feature provides you with a new Shipment Web Action which provides you the option to manually remove the planned ship units on a shipment when the planned ship units have not received any actual values.  The new UI action is intended to be used in special clean-up situations where the standard setup - where the Remove Planned Shipment Ship Units is handled using the existing Agent Action - requires manual intervention.

Planning Execution

Flight Consol with Flight Info Not Required

This feature relaxes the requirements for creating a Flight Consol, allowing you to create your Flight Consols without having to specify the Flight ID (and the related Flight Schedule data) and the Departure Date.  You will find this feature very beneficial in supporting situations where the need to book freight into a Flight Consol is for an Expected Departure and Expected Arrival  time range (vs a specific Flight and Departure Date) - providing you with the option to spot tender the air shipment to your freight forwarders to receive competitive pricing options.

Ground Schedule - Force Generate Additional Ground Schedule Shipments

This feature allows you to add additional grounds schedule instances on an ad hoc/as needed basis. You will find this feature particularly useful to in situations where you rely on ground schedules to support your operation and you find that from time-to-time you need to supplement your regularly generated ground schedule instances with an additional ad hoc ground schedule.

Merge Shipment Ship Unit Action - Expanded Ship Unit Detail

This feature provides you more visibility into your Ship Unit Detail when you run the Merge Shipment Ship Unit action.  You will find this expanded view valuable in situations where your Ship Unit Merge decision requires visibility into your ship unit details.

Enhanced Voyage Schedules

This feature enhances the Voyage Schedule feature, in this release the following capabilities have been provided:

• The Ask Oracle Voyage Schedules screen will now only display the Ship From/Ship To City/Country options for internal voyage schedule queries.

• The results provided for Ask Oracle Voyage Schedules and the Order Release Action - Assign Voyage Schedules has been expanded to include the Voyage Number and Voyage Service Code information. 

Ask Oracle Rating - Volume Calculation Based on Length, Width and Height

This feature provides you with the option - via a property setting - to have the RIQ Rate Inquiry screen/Ask Oracle About Rates automatically calculate the volume for your ship unit entries based on the Ship Unit Count and the per Ship Unit Length, Width and Height.

Usability and Performance

Manager Layout Enabled Equipment Manager

This feature provides you with Manager Layout configuration capabilities for your Equipment Manager. The Manager Layout enabled Equipment Manager allows you to configure your Edit and View Equipment Managers so that the Equipment fields specifically used in your implementation  (like User Defined Attributes) are available for you to add to the Equipment Manager View or Edit Manager Layouts.

Enable Rate Factor in Memory Processing

This Optional Feature, when enabled, allows the rate factor processing to be done in memory while rating an accessorial.  This change provides you with improved rating performance.

UI Actions Secondary Charge Re-Association Property

This feature provides you with a new property that allows you to control whether Re-Association of secondary charge shipments happens when executing the web actions Add Shipments to Group, Add Partial Shipments to Group, Remove Shipments from Group, or Remove Partial Shipments from Group.  By not automatically including the Re-Association of the secondary charge shipment, the performance of running these action will improve in scenarios where your shipment groups contains many shipments and you perform many Add or Remove actions.

Import Planning Data Latitude Longitude Added to Location Template

This feature extends the Import Planning Data Location Template to include importing the location's latitude and longitude.  This change will allow you to import your location data with latitude longitude coordinate values that you have assigned to your locations using external sources.

HERE Technologies

Here Technologies Map Enhancements

This feature provides a number of enhancements related to the Here Technologies Map usage in OTM.

• The Here Map geocoding service has been upgraded from the Geocoder API v6  to the new Geocoding and Search API v7.

• The driving direction information provided with Here Maps v8 has been enhanced to include ferry connections information.

• For locations where multiple tracking events have been reported, the Here Map supports an enhanced mouse hover popup to show all tracking events entered at the same location.

Transportation Operational Planning

Consider Capacity Usage Cache

This Optional Feature, when enabled, provides a process based Capacity Usage cache inside of the multistop logic that will reduce the number of queries made to the database and will improve the planning performance for your planning runs that involve multistop shipments considering Capacity Usage.

Load Configuration Setup ID Added as Load Config Color Scheme

This feature adds the Load Configuration Setup ID as a new Load Config Color Scheme option.  This new Color Scheme option provides you with visibility to the Load Configuration ID used to load the ship units.  You can take advantage of this new option by creating descriptive Load Configuration Setup IDs that provide insight into the IDs related Load Configuration Setup.

Top-off Disable Same OD Pairing - Multistop Logic Configuration Parameter

This feature will improve the solution quality and consolidation in situations where Top-off orders and Top-off logic are used in conjunction with the Multistop Consolidation Algorithm set to Concurrent Savings and the problem to be solved involves many Top-off orders with the same Origin and Destination pair.  In this unique scenario, this new parameter and logic will improve the consolidation provided for same Origin Destination (OD) Pairings.

Freight Payment, Billing, and Claims

Out Of Tolerance Detail Fields Added to Invoice Line Item Screen

This feature adds the fields Out of Tolerance Amount, Failure Reason Code, Deviation Amount to the Invoice Line Item Screen for the Public Screen Set and related Public Manager Layouts.

Secondary Charge Shipment Rule Shipment Stop/Ship Unit Count Enhancement

This feature improves the Secondary Charge Shipment Rule UI and the logic employed for generating Secondary Charge Shipments where the Secondary Charge Shipment calculations and related charges are based on Shipment Stops and Ship Unit Counts.  Specifically, this feature clears up a UI issue related to providing the correct Quantity Type values based on selected options for Rule Type and Location Type and provides you with new Quantity Type options and logic to update stop level ship unit counts (actuals) and then use those updated quantities to calculate your stop level Secondary Charge Shipment cost.

Invoice Line Item Cost References

The Invoice Line Item Cost References provides you with a reference to the related Shipment Cost when you Create an Invoice for a Shipment or Match an Invoice to a Shipment. The Invoice Line Item Cost References feature also allows you to provide an Order Release Line Reference to your Invoice Line Item. The established associations between an Invoice Line Item and an Order Release Line and/or Shipment Cost(s) can be used for Allocation and Invoice Approval.

Allocation of Shipment Group Voucher from Invoice with Aggregated Lines

This feature provides support for the shipment group voucher allocation scenario where the voucher is created from a shipment group's invoice where the invoice includes aggregated lines associated with shipment costs coming from multiple shipments contained in the shipment group.  

Fleet Management

Force Equipment Assignment Agent Action

This feature provides you with the option of running the Force Equipment Assignment action as an Agent Action. Previously, the option to Force Assign the Equipment was only available as a Shipment Web action.  The Force option on the Equipment Assignment Agent Action allows you to automate the process of force assigning your Equipment assignments. 

Force Equipment Type Assignment Agent Action

This feature provides you with the option of running the Force Equipment Type Assignment action as an Agent Action. Previously, the option to Force Assign the Equipment Type was only available as a Shipment Web action.  The Force option on the Equipment Type Assignment Agent Action allows you to automate the process of force assigning your Equipment Type.

Force Driver Assignment Agent Action

This feature provides you with the option of running the Force Driver Assignment action as an Agent Action. Previously, the option to Force Assign the Driver was only available as a Shipment Web action.  The Force option on the Driver Assignment Agent Action allows you to automate the process of force assigning your Driver assignments.