This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.
| Date |
What's Changed |
Notes |
|---|---|---|
| 05 FEB 2016 |
Initial Document Creation |
Oracle Transportation Management
Oracle Transportation Management (OTM) delivers robust transportation planning and execution capabilities to shippers and third party logistics providers. It integrates and streamlines transportation planning, execution, freight payment, and business process automation on a single application across all modes of transportation, from full truckload to complex multi-leg air, ocean, and rail shipments.
Oracle Transportation Management lowers transportation costs, improves customer service and asset utilization, and provides flexible, global fulfillment options.
Oracle Transportation Management (Base Product)
Order Management UIs and APIs to enter & manage orders in OTM Rate Management Rating engine Shipment Management Shipment creation (manual and agent based shipment creation) Booking & tendering (includes spot bids & broadcast tenders) Carrier communications Supply Chain Event Management Order & shipment events & visibility Business Process Automation Workflow agents & monitor profiles Document management Operational reporting.
Flex Fields Added for Service Provider
This feature provides you with Flex Fields (20 VARCHAR2 columns, 10 date columns and 10 number columns) that you can use to further define your Service Providers.
This feature provides the user with additional auto assignment types for the Customer Bill and Invoice objects.
Export >1000 Booking and Tendering Results
This feature allows you to easily export - in one step - more than 1,000 booking and tendering results.
RIQ Network Rate and Route – Generate Results for All Legs
This feature enhances the RIQ “Network Rate and Route” logic so that results can be generated for all legs in the network.
Simplified Rule 11 Route Code Combination Setup
This feature provides the user with a simplified process for setting up route code combinations by including the rail Junction Code in the Rule 11 rule definition.
This feature provides you with improvements in the setup process for external reporting systems. You can now define a report system that holds the communication information needed to communicate with an external report.
Database User with Minimum Privileges to Perform Direct XML Integrations
This feature provides you with a new database user that has been configured with minimum privileges for performing direct XML integrations.
UI Provided for UOMs, Valid Value Type and Process Actions
This feature provides you with UI supported access to UOMs, Valid Value Types and Process Actions.
List of Available Transfers of Information (TOIs) Added to Help
This feature provides you with a list of all Transfers of Information (TOIs) in help. In addition, where relevant, links have been added from related topics to the list of TOIs that are available.
Fall Back Rate Service for Rate Inquiry
This feature provides you with a Fallback Rate Service option that allows you to successfully use Rate Inquiry to drive and rate “Vessel” Rate Offering Type shipments that need to be rated further out into the future than your currently available voyage schedule data would support.
Rate Sell Side Shipment Based on Buy Side Allocated Cost
This feature provides you with a new web action and agent action that allows you to generate a separate sell side shipment based on the buy side order allocated cost associated with each buy side shipment. This feature supports the scenario where an order is shipped on two or more parallel buy side shipments and on the sell side you are required to generate a separate sell side shipment for each of the buy side shipments involved in moving the order.
Ability to Set Rate Geo Corporate Profile
This feature provides you with the ability to specify the Corporation Profile at the Rate Geo level and have the Corporation Profile involved in the rate selection process.
New Shipment Stop Reference Number Rate Basis Item Added for Rating
This feature provides you with the ability to rate shipments using rates based on a set of shipment stop reference numbers.
PC*MILER Web Services Configurations
This feature provides you with the pre-seeded configurations options for using PC*MILER’s Web Service offering.
Enhanced Rate Inquiry Web Services
This feature provides you with an enhanced rate inquiry web service that now includes remark details for the rate record as well as the description fields for both accessorials and rate records.
Remarks Added to the Result Screen Set for Shipment Groups
This feature provides you with the ability to add remarks to the result screen set for Shipment Groups.
Planning Parameter to Minimize OMD Related Ship Unit Rebuilding
This feature provides you with the ability to limit the rebuilding of ship units and shipment ship units when order changes are processed.
Limit Special Services Rate Offering to Compatible Mode
This feature provides you with the ability to check that the mode of the rate offering used for rating a special service is compatible with the modes listed in the mode profile attached to the special service.
Generic External Rating Engine as Web Service
This feature provides you with the ability to establish integration to external rating engines using web services. The new web services option is in addition to the previously available Java interface REXPublicExternalInterface option.
Generic External Distance Engine as Web Service
This feature provides you with the ability to establish integration to external distance engine using web services. The new web services option is in addition to the previously available Java interface REXPublicExternalInterface option.
HERE.COM External Distance Engine Web Service Option
This feature provides you with the option to use HERE.COM’s HERE LOCATION PLATFORM hosted web services (license is required) for your external distance engine, service time and address validation needs.
Support for PC*MILER Borders Open Option
This feature provides you with the option of using PC*MILER’s Borders Open routing option when requesting mileages from PC*MILER. The Borders Open option refers to Intra-US, Intra-Canada, and Intra-Mexico routing. If Borders Open is on, the route generated will ignore international boundaries when necessary to come up with the best route. If this option is not on then borders will not be crossed; for example, if all your stops are in the United States, the resulting route will stay in the United States even though the most practical or shortest route would normally involve some Canadian mileage.
Kewill Charge Token to Accessorial Code Mapping
This feature provides you with the ability to map additional Kewill Charge Tokens to your OTM accessorial codes.
This feature provides you with an enhanced experience for capturing and approving both new and/or updated information about your shipment when collaborating with your ocean carriers and freight forwarders as part of a conditional booking tender. The Conditional Booking process has been expanded to capture and manage more information related to shipment stops, cutoff and recovery times, inland/arbitrary service levels, port of load and port of discharge, intermediate/trans-load points and equipment details. This feature also provides additional capabilities for applying approved and accepted conditional booking information directly to the related operational fields on the shipment.
This feature provides you with a glimpse into what the future holds for OTM’s new, modernized user interfaces (UI). The goal for the enhanced user experience is to provide the user with screens that provide a more modern look and feel, are more task-based, tablet enabled and utilize Oracle’s standards based ADF technology.
This feature provides you with a completely new way to ascertain the current state and status of your shipments. The Shipment Visibility UI provides you with summary statistics for your shipments, on-time information along with a detailed visual representation of the shipment stops and their current status – complete, on-time or delayed.
Workbench Designer and Workbenches
This feature provides you with a completely new way to define your workspaces. The Workbench Designer provides you with WYSIWYG like environment that allows you to configure your operational working environment. With the Workbench Designer you can quickly setup a Workbench that pulls together and relates all the information you will need to perform your specific job.
This feature provides you with a full set of REST APIs that can be used for mobile application development. REST APIs are available for all major OTM and GTM entities.
Ability to Create Custom Action with Additional Argument Job Type
This feature provides you with the ability to create customs actions related to a Job that can be differentiated by Job Type. For example the event JOB - CREATED related and the desired action to take when this event occurs can be configured based on the Job Type.
User Exit Package Called When Removing Lines from Ship Group
This feature provides you with the ability to differentiate between Adding and Removing lines from a partial shipment group. This added differentiation allows you to invoke different workflows in response to specific actions.
Show Last and Show All Tracking Event Positions on Map
This feature provides you with the ability to map either the last tracking event position received or all of the tracking positions received for a shipment. This information provides you with the ability to quickly identify the current location of your shipment or to track the entire journey of the shipment as it unfolds.
This feature provides the users of HERE Maps with access to the latest HERE.COM API with highly improved processing speed and faster load times.
Workbench Usage Demonstrations Added to Help
This feature provides you with a series of very useful Workbench usage/configuration help topics that will help you to get up and running with the Workbench functionality.
- Create New Workbench Layout
- Create Shipment, Shipment Stops, and Map Layout
- Use the Shipment, Shipment Stops, and Map Layout part 1
- Use the Shipment, Shipment Stops, and Map Layout part 2
Shipment Group Order Release Details Added to Glog XML
This feature provides you with the Ship_Group_D_OR details in the Shipment Group G-log XML. A new element was added to the Ship Group XML to cover the information stored in Partial Shipment section of Shipment Group. This information is stored at Ship_Group_D_OR table.
Commodity Description Field Changes
The Commodity Description field has been added to both Commodity Manager (Order Management > Material Management > Commodity) and User Defined Commodity power data (Order Management > Power Data > Item Classifications > User-defined Commodity) for edit and view modes. The Commodity Description can now store up to 1,000 characters.
OTM’s mobile solution has been completely redone using Oracle’s Mobile Application Framework technology. The new app takes full advantage of the mobile experience including swiping, scrolling, rotating, et cetera as well as providing a clean modern look and feel.
The app is available as a free download from the following sources:
- Android app via Google Play
- iOS app via Apple’s App Store available on at both.
The Redesigned application supports the following functionality:
- View, accept, and decline shipment tenders
- Provide current shipment status information, including GPS position
- Upload photos
- Collect signatures for proof of delivery
- Mark shipments as favorites for easy look-up
- View rich detail of shipment, stop, and order detail
- View shipments on a map
This enhancement provides the user with a Copy Invoice Action for an invoice.
The new Copy Invoice Action operates as follows:
- Run the Copy Invoice Action against a selected invoice.
- A copied version of the invoice is provided for the user to review, modify or add new information.
- The user saves the copied/new invoice.
New Agent Events for Invoice and Bill Objects
This enhancement provides the user with new agent events for the Invoice Line Item and Bill Line Item. The new events provided:
- Invoice Line Item Created
- Invoice Line Item Removed
- Bill Line Item Created
- Bill Line Item Modified
- Bill Line Item Removed
Flex Fields Added for Invoice Line Table
This feature provides the user with Flex Fields (20 VARCHAR2 columns, 10 date columns and 10 number columns) on the Invoice Line Table.
Multiple Secondary Charge Shipments Generated by One Secondary Charge Rule
This feature provides the user with the ability to create multiple secondary charge shipments for one freight shipment using one Secondary Charge rule.
Billing XML to Contain Cost Description and Accessorial Code
This feature enhances the Billing XML so that it includes Cost Description and Accessorial Code information.
Allocate Order Release Specific Cross Dock Dwell Time Cost
This feature provides the user with the ability to configure and allocate order release specific dwell time cost.
Invoice Screen Set Changes - Pseudo Fields
This feature provides you with additional screen set options for configuring your Invoice UI.
- You now have the ability to display Statuses as a (P)/pseudo field in the results columns for the Invoice screen sets.
- You now have the ability to display Involved Party as a (P)/pseudo field in results columns for Invoice screen sets.
Convert Shipment Costs Currency to Match the Invoice Currency on Invoice Approval Screen
This feature provides you with a new property that allows you to convert the currency amount fields on the invoice approval screen to the invoice currency.
Split Rule - Invoice and Bill Splitting
This feature provides you with the ability to generate multiple Invoices or Bills based on the criteria defined in a Split Rule. The Split Rule allows you to generate split invoices or bills – automatically – by Cost Line or Cost Type or Accessorial. The resulting child invoices (or bills) generated by the split process can then be manually grouped together into the appropriate consolidated invoices or bills for further processing.
Parent Invoice/Bill ID Added to the Invoice/Bill Line Item Finders
This feature provides you with the ability to query for Invoice Line Items or Bill Line Items using the Parent Invoice/Bill ID. The Parent Invoice ID has been added to the Invoice Line Item and Bill Line Item finders.
Transportation Operational Planning
This feature provides the user with additional selection criteria for shipment group rules at the shipment level as well as providing the user with the ability to define rules to generate partial shipment groups where only part of the shipment is matched to the shipment group rule criteria. The partial shipment group matching criteria are related to an order release, order release line and equipment.
Equipment Capacity Override Enhancement
This feature provides the user with the ability to specify a Capacity Override on legs by equipment group, service provider, and transportation mode. This feature also provides new planning logic to recognize capacity overrides on shared equipment legs.
Show Network Routing Options for Order Movements
This feature provides the user with two new Order Movement planning actions: “Show Network Routing Options” and “Show Network Routing Options – Ocean”.
Allocation Group ID Added to Itinerary Leg and Network Leg
This feature provides the user with the ability to specify an Allocation Group ID at the Itinerary leg or Network leg level. By adding the Allocation Group ID at the leg level the user is now able to create a direct link between the Itinerary or Network leg and the Commitment Allocation record to be evaluated when planning on that leg.
Fast and Slow Arbitrary Stop Service Time
This feature provides you with the ability to setup and model different service time options and cost for the arbitrary stop portion of a shipment. When this new feature is enabled – OTM now considers the different service and cost options on the arbitrary stops - selecting the low cost feasible option.
Change Schedule Find Voyage Enhancement
This feature provides you with an extended set of search criteria when you are looking for an alternative voyage schedule to assign to a shipment. Some of the additional search criteria added includes Service provider, various date fields, port of load and port of discharge.
Add and Remove Partial Shipment Group Actions
This feature provides you with two new partial shipment group actions that allow you to add or remove partial shipment(s) from a shipment group.
This feature provides you with the ability to specify commitment allocation by both service provider and rate offering.
Shipment Ship Unit Height Estimate
This feature provides you with a way to estimate the height of a shipment ship unit in the situation where the ship unit spec is an “on” shipment ship unit spec and repack is repacking the ship unit in a situation (mixed freight) where the height cannot be accurately calculated – i.e., not a TiHi packing situation.
This new capability becomes important in repack scenarios where the modal decision to be made during repack is based on dimensional rates which rely on an accurate understanding of the shipment ship units length, width and height.
Multi-stop Shipment Conopt Merge Algorithm
This feature provides you with a new multi-stop planning feature that allows OTM to split shipments to create full capacity multi-stop shipments. Specifically – given two orders of 60 units coming from the same source and going to two different destination locations – with an assumed equipment capacity of 100 units – this feature will provide you with a solution that will allow for the splitting of the shipments to create a single (fully utilized) multi-stop shipment at 100 units and another shipment to handle the remaining 20 units.
Via Location Routing Constraint from Itinerary
This feature provides you with enhanced Network Routing and Shipment Building logic in OTM that allows you to use Routing Constraints to specify the number of allowable ports of load (POLs) and ports of discharge (PODs) for an order release.
Fusion Transportation Intelligence
New Hover Pop-ups for Map and Gantt Chart Views
This feature provides the user with additional information in the hover text provided for the Task Level (Continuous Move) and the Shipment Level. New properties have been added that allow the user to choose up to 4 shipment flex fields that the user can use to populate and display information on the Gantt and Map UI.
This feature provides you with a new way to create and upload (mass upload) target data using a comma separated values (CSV) file. This feature also provides you with a way to create edit and delete targets directly in FTI.
This feature provides you with a set of pre-defined FTI dashboards that support a clean modern design and are easier to understand and use.
This feature provides you with an upgrade of the Oracle Data Integrator Enterprise (ODI) from 11g to 12c. This upgrade provides access to the latest features available in Oracle’s flagship ETL/ELT high-performance bulk data movement and data transformation tool.
This feature provides you with an improved process for incorporating maps into your reports.
Rate Analytics – Shipment Cost By Rate Dimensions
This feature provides you with the ability to slice all shipment facts like shipment cost, etc. with rate offering and rate record dimensions.
Equipment Group Dimension Added to Shipment Analysis Folder
This feature provides you with the ability to, within the Shipment Analysis folder, dice by equipment group.
Order Release Dimensions and Shipment Dimensions Added to the Shipment Order Release Folder
This feature provides you with the ability to combine shipment dimensions with order release dimensions in one report. For example, you can now create a single report that incorporates your order release pickup and delivery dates with the shipment planned pickup and delivery date information.
FTI Time Duration Columns Updated
This feature provides you with a series of improvements to an assortment of time and duration columns.
This feature provides you with an easy to use set of tools to define the availability of resources that the bulk plan should consider when planning your overall transportation plan. This feature lets you easily define the number of available resources, the start and end location for the available resources and the scheduled availability/timing of these resources. For example, you can specify the availability of your driver resources by shifts where 10 drivers arrive at 8:00 am with an addition set of 6 drivers starting at noon – this resource schedule information will then be used by the bulk planning logic to create plans that incorporate your defined resource availability.
This feature provides you with a completely new way to define your Fleet Dispatch Board workspaces. The new Workbench Designer provides you with a WYSIWYG like environment that allows you to easily configure your interactive fleet workspaces. With the Workbench Designer you can quickly setup a Workbench that pulls together and relates all the information you will need to perform your specific Fleet tasks – including visualizing the Fleet assignments geographically on a map (Here.com or ALK Maps), or overtime on a Driver-Gantt or in a traditional tabular view. The Workbench Designer allows you to easily create and relate driver, shipment and order information in a dynamic interactive environment.
Work Assignments - Managing Shipments on the Route
This feature provides you with the ability to manipulate the work assignment by adding to or removing shipments from the work assignment.
Oracle Transportation Sourcing
This feature provides you with the tools you need to do mass data loading of new rate offering and rate record data. Rate Maintenance allows you to create a rate load definition template – from an existing rate offering and rates records - which you can then populate with your rate data. The populated rate template spreadsheet can then be loaded into OTM, where it will be verified, reviewed, and then approved for use in OTM for planning and payment purposes.
Oracle Forwarding and Brokerage Operations
Itinerary Profile, Port of Load and Port of Discharge Added to Quote
This feature provides the user with additional criteria to use in rate lookup during the Quote process.
Oracle Global Trade Management
Global Trade Management (Base)
This feature provides you with a powerful decision support tool that will help you to dramatically improve your global sourcing decision making processes. With the Landed Cost Simulator you can simultaneously model and compare different sourcing options considering key sourcing factors like product price, international freight charges, insurance, duties and taxes, as well as, different countries of origin, Inco terms and modes of transportation. With the Landed Cost Simulator you can easily model and compare (graphically) your different sourcing options.
Estimate Landed Cost Calculation
This feature provides you with the ability to estimate the landed cost for your customs shipments. The enabled process will assign all the applicable charges and their related formulas, as well as invoke a call to an external tax engine (Descartes) to get an estimate of the related duties and taxes.
Global Trade Intelligence (GTI)
Involved Party Location Dimensions Added
This feature provides you with the ability to use Involved Party Location dimensions when analyzing Trade Transactions and Customs Shipments. Involved party location dimensions include city, province, province code, postal code, and country name.
Product Classification Code Added to Product Classification Analysis Folder
This feature allows you to display the Product Classification Code instead of the Product Classification Code GID in the Product Classification Analysis folder.
Dimensions Added to the Trade Transaction Line and Customs Shipment Line Folders
This feature provides you with the Authorization, Country of Origin and Country of Manufacture dimensions in the Trade Transaction Line Analysis and Customs Shipment Line Analysis folders.
Item Analysis Folder Additions
- This feature adds the Item XID to the Item Analysis folder under Item Dimensions and also adds the Supplier location columns to the Item Analysis folder under Item Supplier Dimensions.
Links Provided From GTI to GTM
- This feature provides you linking ability between the data in GTI to the corresponding in GTM.
This feature provides you with statuses for the Trade Transaction Analysis, Trade Transaction Line Analysis, Customs Shipment Analysis, and Customs Shipment Line Analysis folders.
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