Revision History

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

03 APR 2017

Initial Document Creation

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle Transportation & Global Trade Management Cloud Release 6.4.2. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at otm-doc_us@oracle.com. Please indicate you are inquiring or providing feedback regarding the Oracle Transportation & Global Trade Management What’s New in Release 6.4.2.

Release Feature Summary

Some of the new Release 6.4.2 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the Release 6.4.2 features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Oracle Transportation and

Global Trade Management

User Interface Refresh

Look and Feel

Logistics Home Page

Unified Global Header

Menu Management

Menu - Springboard

Menu - Navigator

Finder Results

Favorites

Ask Oracle

Reorganized Transmission Schema

Reorganized Transmission Schema

Integration Cloud Service Logistics Adapter

Integration Cloud Service Logistics Adapter

Workbench

Edit Workbench Content

Removed Restriction on Number of Workbench Layouts

Copy Layout

User Access/Domain Grants for Workbench Layouts

Inline Edit on Tables

Additional OTM Objects Supported in the Workbench

Additional GTM Objects Supported in the Workbench

Master-detail Saved Queries for Workbench - OTM

Master-detail Saved Queries for Workbench - GTM

Oracle Wallet

Oracle Wallet

Oracle Transportation Management

Transportation Management (Base)

Rate Inquiry Ports of Load - Ports of Discharge Constraint

Automation Agent Improvements

Redesign NMFC Class Codes

Additional Details on Order Release Line Allocation Entity

RateWare® XL Stop Alternation Support

Shipment Group Tracking Event

Secondary Charge Rule with Accessorial Code in Result

Ability to Configure Rates Based on Flex Fields

Spatial Integration to Support Postal Code Searches

PC*MILER Web Service Upgraded to Use Windows Communication Foundation (WCF)

PC*MILER Address Validation Match List Option

PC*MILER Version Provided in Web Service Call

PC*MILER Web Services Staged External Service Engine Configurations

PC*MILER|Rail Web Services

Generate Excel Reports using Excel Format Template

Charge Basis Added to Rate Cost View Screen

Provide Lat_Long Cache for Logic Configuration Rate Service ID

Certify EBS Accounts Payable Integration via SOA 12c

Sequencing Factor for Accessorial Rating

Agent Action to Copy Flex Fields Between Objects

Notify Contact Agent Action

Rate Basis Item for Shipment Total Rest Time

Rate Basis Items for External Rating Engine

Rate Basis Items for Order Ship Unit Line Length, Weight and Height

SQL Servlet Show Execution Plan

Certify SharePoint 2013

Cloud Document Service Integration

Rate Factor Logic Re-write in Java

Online Booking and Tendering Screens Additional Shipment Attributes

Online Booking and Tendering Screens Actions for Reports and Documents

Online Booking and Tendering Screens Improved Performance Properties

Workbench Map Enhancements

Location, Network and Network Details Added to Map

Map Vendor added Oracle Elocation

Show Driving Directions

Workbench Maps: ALK Geographic Region Configuration

Drag-and-Drop Within a Map

Additional Markers for use With all Objects on Maps

Default Map Vendor Change

Order Management

Location Level TiHi Specification Overrides

Edit Shipment Agent Works on Ship Units that Contain Lines from Multiple Orders

OMD Propagator Enhancement

Build Ship Units with Maximum Number of Different Items

ERU Information Added to Shipment Manager Equipment Tab

Ship Unit Build Properties Moved To Parameters

Control Repack Processing by Modes

Order Configuration UI to Show Ship Unit Configuration for All Order Types

Earliest Estimated Pickup Date Added to Order Release

Order Release Delivered Status Types and Values

Allow Source Location On Ready to Ship Screen to be Blank

Order Base Line Releasing Enhanced

Build Single Product Pallets With a Full Layer

Financials

Assign General Ledger Codes To Invoices and Bills

Agent Action for Unmatch Invoice

Option to change Default Invoice Approval Amount to Invoice Value

Transportation Operational Planning

Fail On Fatal Rating Exception Extended to All Rating Engines

Multistop Performance Improvement Quick Hours-Of-Service Check In Sequencing

Multistop Iterative Savings Algorithm

Multistop Sequencing Performance Improvement for High Numbers of Stops

Cutoff Recovery Time Details - Day of Week/Time of Day

Composite Voyage

Shipment Group Diagnostics

Load Config 3D Scoring Algorithm

Mixing and Packing of Bulk Items

Conopt Multicontainer Heuristic Algorithm

Specify Compartment Filling Order

Network Routing and Ground Schedules

Allow Ground Schedule to have 3 Digit Stops

Voyage Fixed Check Box Added to Shipment

Location Name Added to Re-sequence Stop Action

Order Bundling in Network Routing When Orders do not Have Identical Times

Replace Cortona 3D Viewer With a javascript 3D Library

Manage Appointments - Improved Create Appointment Scheduling

Manage Appointments - Location Resource Group

Manage Appointments - Appointment Rule Sets

Workbench - Load Config 3D Viewer Added

Fusion Transportation Intelligence

Worldwide Province/City Map Data Added

Oracle Maps Cloud Service Automatically Configured

Replace JARs for ETL Calls with Weblogic JARs

Removed Limitations for Cloud Installations

Fleet Management

Optimize Driver Assignment Action Performance Improved

Dispatch Planning Optimization Sequential Merge

Re-sequence, Add and Remove Shipment screens -Locations and Times Added

Work Assignment Decision Support Actions Added

Work Assignment Agent actions Disband Work Assignment and Remove Shipment

Create Work Assignment Action Added Fix Error Option

Work Assignment Include Multi-leg Shipments in Bulk Planning

Work Assignments Lifetime Events and Statuses

Work Assignment ID Added to Shipment Finder

Work Assignments Add Multiple Selection for Disband Work Assignment Action

Work Assignment New Status to Indicate Change to Shipment to Trigger Re-drive

Work Assignment Gantt Chart added to the Workbench

Improved Driver Gantt Chart Usability

Transportation Sourcing

Upgrade Apache POI Version

Convert Sourcing Reports

Mark for Purge Action for Bids

Rate Maintenance

Sort Rate Record Costs in Downloaded Spreadsheet

View Version History and Compare Rates

Display Accessorial Cost ID and Components in Spreadsheet

Edit Cost Conditions and Other Cost Columns

Delete Rate Load Definitions and Approval Summaries

Warn for Overlapping Dates and Date Gaps

Ability to Query and Download 1,000 Plus Rate Records

Rate Maintenance Query Based Actions

Add Rate Records to Operational Rate Offerings

Ensure Mandatory Fields are Included in the Rate Load Definition

Track Upload and Approval Process

Oracle Forwarding and Brokerage Operations

Itinerary Profile, Port of Load and Port of Discharge Added to Quote

Oracle Global Trade Management

Global Trade Management (Base)

UOM Standardization

Trade Compliance

Automatic Data Assignment

Generate Customs Commercial Invoice from Trade Transaction

License Management Enhancements

Indicators and User-defined Images Added to License Line Manager

Indicators and User-defined Images Added to Party Manager

New Parameters Added to Service Parameter

Customs Management

Renaming Customs Shipment to Declaration

Bonds Management

Declaration Management

Customs Filing

Global Trade Intelligence (GTI)

Value Qualifiers Added to Support Estimated Landed Cost

Rename "Customs Shipment" to "Declaration"

Add XIDs to Various Folders

Oracle Transportation and Global Trade Management

This section of the What’s New captures the transportation and trade improvements that benefit both Oracle Transportation Management (OTM) and Global Trade Management (GTM).

User Interface Refresh

Look and Feel

This feature provides you with a complete UI look and feel update that includes changes to almost every aspect of the user experience including updates to screen colors, font sizes, button color, icons and menus.

Some of the improvements provided as part of this feature include:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Logistics Home Page

This feature provides a Logistics home page that has undergone a complete refresh. The new look includes a Springboard (main menu) and the Unified Global Header. The redesigned home page provides you with a clean, intuitive and more modern starting point for navigating through OTM/GTM.

Steps to Enable

There are no steps necessary to enable this feature.

Unified Global Header

This feature provides you with a Unified Header that provides access to a set of core capabilities no matter where you are in the system.

The Unified Header provides access to the following capabilities:

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

In the message center - to control how often the number of new messages is refreshed, you can set the glog.ui.messageCenter.refresh property which sets the refresh rate of the Message Center (in seconds).

Menu Management

This feature provides two types of menu access - the Springboard and the Navigator. The Springboard provides access to a sub-set of the menu groups and links that you need quick and direct access to. The Navigator provides comprehensive access to all of your menu groups and links.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

For a single user, both the Springboard and the Navigator show the menus assigned to that user via user access. The Springboard and the Navigator cannot display different menus – however you can select which menu groups and links are displayed on the Springboard.

Menu - Springboard

This feature provides a new icon based Springboard view that allows you to navigate quickly to and from those areas of the system that you use most often. By default, the Springboard displays all the components available in the system and adheres to the default multi-level menu structure provided in the system. The real benefit provided by the Springboard is the ability to configure the navigation options on the Springboard to allow you to go directly to the menu groups and links that you use most often.

The Springboard is ideally suited for:

The following options were added to the Menu Editor to support Springboard setup/configuration:

Springboard

Steps to Enable

Tips and Considerations

Existing menu elements are not editable – configuring the menu options to show on the Springboard requires the creating of new menu elements.

Menu - Navigator

This feature provides a new menu based navigation tool for navigating across the entire application. The Navigator, which is part of the new Unified Header, replaces the original application menu that occupied the left side panel in previous versions of OTM/GTM.

One of the big benefits of the Navigator is that it is closed by default which frees up valuable screen real estate. With the original menu, the user was constantly burdened with the arduous task of showing and hiding the menu to recover screen real estate. The Navigator is only displayed when you click on the icon to display it. Once you make your navigation selection the Navigator closes automatically.

The Navigator – like the menu from previous versions of OTM/GTM - relies on the menu configuration provided in the menu manager/menu editor. This means menu configurations from previous versions of OTM/GTM will work with the Navigator.

The Navigator represents the different menu hierarchies as follows:

Navigator

Steps to Enable

No steps are required to enable the Navigator. The Navigator is on by default and will follow your current menu configuration.

Key Resources

Finder Results

This feature provides a set of usability improvements for the finder result pages. The improvements will simplify your finder result navigation, sorting, and record counting. The changes also provide an updated location for the Actions menu related to the object as well as providing updated icons to represent the add, view, edit, and delete options you may wish to initiate against a select set of records.

Improvements:

Sample Refreshed Finder Results – Location Manager

Steps to Enable

There are no steps necessary to enable this feature.

Favorites   

This feature provides an improved and greatly simplified process for adding and removing Favorites. A new column titled Favorites has been added by default to all refreshed search results pages. The addition or removal of an entry from the Favorites list involves nothing more than marking or unmarking a record as a favorite.

You will find that most all pages have an Add to Favorites/Remove from Favorites star icon next to the object IDs. These pages include managers, power data, finder results, business object confirmation pages, etc. All you need to do is click the star icon to add or remove the object from the favorites list.

Steps to Enable

A yellow star indicates that a record is a favorite. A gray star indicates the record is not a favorite.

Key Resources

See the User Favorites, Search Results, Favorites from Unified Global Header, Screen Set Manager: General help topics for more details.

Ask Oracle

This feature provides a new PUBLIC menu, the ASK_ORACLE_MENU, that replaces the Ask Oracle tool bar. This new approach gathers all of the Ask Oracle capabilities together so that the process of granting access to these capabilities for you and your users is more standardized and greatly simplified.

The ASK_ORACLE_MENU menu contains all the existing Ask Oracle links:

Steps to Enable

By default, the new PUBLIC ASK_ORACLE_MENU is not part of your menu.

  1. Make a copy of the delivered PUBLIC ASK_ORACLE_MENU.
    1. Go to User Menu Layouts copy the PUBLIC ASK_ORACLE_MENU.
  2. Optionally, edit the copied version of the PUBLIC ASK_ORACLE_MENU in the Menu Editor so that it contains only the Ask Oracle links you are interested in.
  3. Go to Manage User Access and modify your assigned user menu so that it includes either the PUBLIC ASK_ORACLE_MENU or your copied version of the Ask Oracle Menu.

Reorganized Transmission XML Schema

Reorganized Transmission Schema

This feature provides a new transmission schema definition that consists of a set of smaller XSD schemas/files that contain a logical grouping of related objects and APIs.

Reorganizing the schema into a set of smaller files makes it easier for you to identify and load only the files you need to load for the interfaces you are developing. For example, if you are only working on Financial interfaces you will now only need to load the Financials schema versus loading the entire GLogXML schema.

Other benefits provided by the reorganized schema:

List of XSD Schema files

Schema Name

Description

Transmission.xsd

Definitions for all Primary Documents.

TransmissionCommon.xsd

Definitions for types shared across interfaces.

Transaction.xsd

This is a convenient schema which imports all other Transaction definition schemas.

GTM.xsd

Transaction interfaces for GTM application functionality.

LocationContact.xsd

Transaction interfaces for Location and Contact business objects and other related common types used in other interfaces e.g. Involved Party.

ShipUnit.xsd

Transaction interfaces for Ship Units common to Orders, Shipments etc.

Item.xsd

Transaction interfaces for Item and Package related business objects.

Document.xsd

Transaction interfaces for Document Content for Content Management Systems.

Configuration.xsd

Low level transaction interfaces e.g. User management.

Shipment.xsd

Transaction interfaces for Shipment related business objects including Planned, Actual and Tendered shipments.

Order.xsd

Transaction interfaces for Purchase Orders and Order Release business objects.

Planning.xsd

Transaction interfaces related to planning of Orders onto Shipments.

Finance.xsd

Transaction interfaces related Invoices, Payments etc.

Rate.xsd

Transaction interfaces related to Rating structures used for cost calculations.

Job.xsd

Transaction interfaces for Brokerage and Forwarding.

GenericTransaction.xsd

Miscellaneous transaction interfaces that can apply to many business object types e.g. for object status updates.

XML Namespaces

Starting in version 6.4.2 a new namespace URL will be used to identify XML messages which are valid according to the new set of schema files listed in the preceding table.

The following table lists the namespace URLs and associated physical file name for each new schema defined in version 6.4.2:

XSD Schema File

Namespace

Transmission.xsd and all other non-GTM schemas

http://xmlns.oracle.com/apps/otm/transmission/v6.4

GTM.xsd

http://xmlns.oracle.com/apps/gtm/transmission/v6.4

To support backward compatibility, the version 6.4.1 GLogXML and GLogXML-GTM schemas will continue to be distributed with version 6.4.2 but will only describe XML messages for versions up to but not including, version 6.4.2.

All future 6.4.x versions of OTM and GTM will use the namespace URL introduced in version 6.4.2, namely “http://xmlns.oracle.com/apps/otm/transmission/v6.4”.

Steps to Enable

Key Resources

Tips and Considerations

All message formats currently accepted by versions prior to version 6.4.2 will continue to be accepted in version 6.4.2.

The new 6.4.2 messages must be used to take advantage of new features introduced in 6.4.2.

Integration Cloud Service Logistics Adapter

Integration Cloud Service Logistics Adapter

This feature provides a new Logistics adapter (for OTM/GTM) that expands the portfolio of available adapters available with Oracle’s Platform as a Service (PaaS) Integration Cloud Service (ICS) offering. ICS is a powerful and intuitive cloud based integration tool that allows you to design and deploy cloud to cloud (and on-premise to cloud) integrations quickly and securely.

The Logistics adapter (for OTM/GTM) simplifies the ICS Connection to a specific Logistics Cloud (OTM/GTM) instance and exposes the OTM/GTM schema for integration flow mapping/development in an easy to use visual designer environment.

Steps to Enable

License and configure Integration Cloud Service (ICS) to work with your OTM/GTM instance.

Key Resources

For more information on Integration Cloud Service, refer to https://cloud.oracle.com/integration.

Workbench

Edit Workbench Content

This feature provides the ability to edit the content of an existing workbench layout. In previous versions, the edit content option was limited to removing content. This feature allows you to make changes to the previously defined content including changes to the object type, the tab name, and the screen set used.

Steps to Enable

There are no steps necessary to enable this feature.

Removed Restriction on Number of Workbench Layouts

This feature provides the ability to create an unlimited number of workbench layouts. Previously, there was a limit on the number of workbench layouts you could define. This limitation has been removed.

Steps to Enable

There are no steps necessary to enable this feature.

Copy Layout

This feature provides you with the ability to copy an existing workbench layout. All panels, regions, screen sets, saved searches, etc. are copied to the new layout.

Steps to Enable

The default is for the copy actions to retain the existing description and logic configuration.

User Access/Domain Grants for Workbench Layouts

This feature provides the ability to grant or restrict access to workbench layouts using domain grants and VPD. With this new capability you can control which workbench layouts are available to which users. You can also control the user’s ability to edit the workbench layouts and layout content that they have access to.

Steps to Enable

There are no steps necessary to enable this feature.

Inline Edit on Tables

This feature provides you with the ability to perform inline editing of records without having to open and edit each record individually.

Depending on your configuration, you will see the icons related to the new inline editing capabilities. The new icons are for Inline Edit, Revert and Save. All fields that you have defined as editable on the Screen Set manager - Results tab can be modified using the inline editing capabilities directly on the search results section page.

  1. When you click the Inline Edit icon (), if a field is editable, you see an editable field replace the read only version. If editable, many fields in the results grid are available for editing. You can edit multiple fields in the grid.
  2. If you want to discard all changes, click the Revert icon (). Note that the values cannot be reverted once the data has been saved.
  3. Edit a value and click the Save icon () to save the value to the database. In the Save Results pop-up, a green check mark indicates successfully saved records and a red check mark indicates records that were not saved.

Steps to Enable

For the object you wish to configure Inline editing for:

Tips and Considerations

You cannot edit the following fields using inline editing:

Although you can select the Editable option in the Screen Set Manager for these types of fields, they are not editable inline for the enhanced UI.

In addition, not all search results pages are compatible with the Inline Editing functionality.

Additional OTM Objects Supported in the Workbench

This feature provides an enhanced workbench that is now able to support most of OTM’s key objects. With these added objects, the workbench should become the first place you go to configure any work environment that involves relating multiple objects together in one view. For example: relating a shipment to the shipment stops and the orders on the shipment; relating a shipment to the related invoice and invoice lines.

New OTM objects available for adding as a table include:   

New OTM objects available for adding to a map:

Steps to Enable

There are no steps necessary to enable this feature.

Additional GTM Objects Supported in the Workbench

This feature provides the ability to use the workbench capabilities with all of GTM’s key objects. With this feature, the workbench becomes the ideal place to configure any work environment that involves relating multiple objects together in one view.

Steps to Enable

There are no steps necessary to enable this feature.

Master-detail Saved Queries for Workbench - OTM

This feature provides a set of preconfigured PUBLIC saved queries that simplify the setup of basic master - detail table relationships in your OTM workbench designs.

The saved queries provided include:   

Steps to Enable

There are no steps necessary to enable this feature.

Master-detail Saved Queries for Workbench - GTM

This feature provides a set of preconfigured PUBLIC saved queries that simplify the setup of the basic master - detail table relationships in your GTM workbench designs.

The saved queries provided include:   

Steps to Enable

There are no steps necessary to enable this feature.

Oracle Wallet

Oracle Wallet

This feature improves the way that credential information is stored by now storing that information in Oracle Wallet. This change ensures that secure data, such as passwords, are placed into an encrypted store, and not visible to an end user.

The credentials supported by the Oracle Wallet include:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

For more information see The Security Guide, Migration Guide, and Administration Guide.

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.

Rate Inquiry Ports of Load - Ports of Discharge Constraint

This feature provides the ability to specify the Ports of Load and/or Ports of Discharge that should be considered when running your rate query. By specifying the Ports of Load and/or Ports of Discharge, the number of options considered can be greatly reduced. The reduction in options considered and the options returned simplifies your review process and has the added benefit of improving the run-time associated with generating the set of options.

Steps to Enable

There are no steps necessary to enable this feature.

Automation Agent Improvements

This feature provides a set of automation agent usability enhancements.

Steps to Enable

You can see an agent's change log by clicking on the Change Log button on the agent edit screen, or by opening the Change Log section of the agent view screen.

Tips and Considerations

The agent log is automatically removed if the agent is removed.

Redesign NMFC Class Codes

This feature provides a redesigned NMFC Class Table that now includes a new column called NMFC Class Code. This new column – and the seeded values – will now be transmitted to all External Rating Engines (e.g., SMC³’s RateWare® XL LTL Rating Engine) that depend on a properly formatted National Motor Freight Classification code for LTL freight rating.

Previous NMFC Class Codes values sent for rating:

50.0, 55.0, 60.0, 65.0, 70.0, 77.5, 85.0, 92.5, 100.0, 110.0, 125.0, 150.0, 175.0, 200.0, 250.0, 300.0, 400.0, 500.0

New NMFC Class Code values sent for rating:

50, 55, 60, 65, 70, 77.5, 85, 92.5, 100, 110, 125, 150, 175, 200, 250, 300, 400, 500

Steps to Enable

No steps are required to take advantage of the new NMFC Class Code field. The new mapping is handled as part of the migration.

Additional Details on Order Release Line Allocation Entity

This feature provides Order Release Line allocation details that now capture references to the shipment cost and/or invoice line item for better visibility and reporting purposes.

Steps to Enable

There are no steps necessary to enable this feature.

RateWare® XL Stop Alternation Support

This feature provides the ability to select the weight break to send to the RateWare® XL LTL Rating Engine to use for stop alternation. Selecting the Stop Alternation Break from the available drop-down list instructs RateWare® XL to not alternate to the next higher weight band if one is available.

Steps to Enable

Tips and Considerations

The 99.99 default allows you to migrate from your old on-premise Rateware setup to the new RateWare® XL LTL Rating Engine option without requiring you to change your setup.

In the original Rateware on-premise application Stop Alternation was invoked when the weight break value of 99.99 was setup in OTM and sent to Rateware.

Shipment Group Tracking Event

This feature adds the Shipment Group object to an extensive list of objects supported by OTM’s Tracking Event functionality. With this functionality, you can now create, view and manage tracking events related to your shipment groups.

For many implementations, the virtual Shipment Group is used to model real-world objects such as the ocean carrier booking request, the House Bill of Lading, the Shipper's Letter of Instruction, as well as the carrier manifest.

Steps to Enable

Secondary Charge Rule with Accessorial Code in Result

This feature provides the ability to assign an accessorial profile or a special service profile to the contracts for secondary charge section of your secondary charge rule definitions. When a secondary charge rule with either an accessorial profile or a special service profile is selected, OTM will copy the accessorials from the accessorial profile or the special services from the special service profile to the generated secondary charge shipments. OTM will then use the copied accessorial or specials services when the shipment is rated.

Steps to Enable

Tips and Considerations

In certain cases, services which need to be performed cannot be captured at the time of booking i.e. creating the order release; such services are discovered at the time of execution. For these additional services, the local office will have to setup a secondary charge rule with accessorial and special service profiles.

Ability to Configure Rates Based on Flex Fields

This feature provides the ability to rate shipments using flex field attributes related to different objects.

The flex field attributes related objects include the following objects:

The Flex Field Rate Basis Items (RBIs) are grouped as:

Provided the following RBIs (Object and Type):

For String type flex fields, all the above RBIs are applicable.

For Number type flex fields, except for Field Value as Number, all others are applicable.

For Date type flex fields, only Field Qualifier and Flex Field Value are applicable.

For Currency type flex fields, only the Flex Field Qualifier and Flex Field Value are applicable.

Steps to Enable

Tips and Considerations

When you want to use a specific flex field as a condition or as a chargeable RBI, you must specify the flex field using a flex field qualifier RBI from the Basis drop-down list in the Conditions section. This will narrow down flex fields to a specific flex field you wanted to work. If the flex field qualifier is not specified and one of the flex field RBIs is used for rating, then the rating engine rates the shipment with all the flex fields corresponding to the object.

Spatial Integration to Support Postal Code Searches

This feature provides the ability to use Oracle Spatial for Postal Code to Postal Code level distance and time lookups. You can now provide just the Country Code and Postal Code for address validation and distance queries.

Previously Street Address, Country Code and Postal Code were mandatory for the address type POSTAL_CODE for the Oracle Spatial Engine to find distance, time, and geocode addresses. Now you can provide Country Code and Postal Code for address validation and distance queries.

Steps to Enable

There are no steps necessary to enable this feature.

PC*MILER Web Service Upgraded to Use Windows Communication Foundation (WCF)

This feature provides an upgraded PC*MILER Web Services integration using Windows Communication Foundation (WCF). The upgrade to WCS from Active Server Methods (Microsoft filename extension) ASMX was necessitated by Microsoft’s deprecation of ASMX.

The glog.ExternalDistanceEngine.PCMilerWS.useWCFEngine property has been added to the glog.appserver.properties file. This property tells OTM which web services implementation (WCF or ASMX) to use. The default is true, meaning use the WCF web services implementation.

New WCF credentials properties that have been provided include:

glog.ExternalDistanceEngine.PCMilerWS.AuthorizationKey
glog.ExternalDistanceEngine.PCMilerWS.useWCFEngine

Steps to Enable

There are no steps necessary to enable this feature.

PC*MILER Address Validation Match List Option

This feature provides the ability to configure your PC*MILER Web Services external distance engine to return a list of possible matches versus just receiving one match option when you run the Address Validation action using PC*MILER Web Services.

Steps to Enable

PC*MILER Version Provided in Web Service Call

This feature provides the ability to specify the PC*MILER data version to use in the PC*MILER Web Service call. If no version is specified, the latest version is used by default.

Steps to Enable

Tips and Considerations

If no version is specified, the latest version is used by default.

PC*MILER Web Services Staged External Service Engine Configurations

This feature provides a set of default external service engine (ESE) configurations to use with PC*MILER Web Service.

Default external services provided include:

Steps to Enable

There are no steps necessary to enable this feature.

PC*Miler|Rail Web Services

This feature extends OTM’s PC*MILER|Rail integration options to include PC*MILER’s new PC*MILER|Rail Web Services offering. The new Web Service offering provides all the benefits of the on-premise version including: rail routing, distance calculation, but without the traditional on-premise management and costs.

Steps to Enable

Key Resources

Generate Excel Reports Using Excel Format Template

This feature provides you with four additional Excel format options that you can use to generate reports. The set of available Excel formats now include: .html, .mhtml, .xlsx, and .xls.

You now have the following format options:

Steps to Enable

There are no steps necessary to enable this feature.

Charge Basis Added to Rate Cost View Screen

This feature enables you to view both the details of the rate cost lines and the details of the rate unit break profile when you view a rate record. Links to the details are found in the rate cost section of the rate record view page.

Steps to Enable

There are no steps necessary to enable this feature.

Provide Lat_Long Cache for Logic Configuration Rate Service ID

This feature provides the ability to cache latitude longitude based distance lookups provided from an external distance engine (EDE) and then use those cached distances for the calculations done inside of bulk planning. Using the cached distance setup inside of bulk planning’s multistop logic can improve solution quality without a significant increase in run-time.

Steps to Enable

Certify EBS Accounts Payable Integration Via SOA 12c

This feature provides an updated OTM - EBS Accounts Payable integration that is now supported with Oracle SOA 12c.

Steps to Enable

There are no steps necessary to enable this feature.

Sequencing Factor for Accessorial Rating

This feature enables you to control the sequence in which accessorials are costed by rating engine. Previously, accessorials were rated in alphabetical order based on the object where the requirement for the accessorial originated, i.e. shipment accessorials first, then ship unit, then location, then order base, then order base ship unit, then item and finally the global accessorials. With this enhancement OTM consolidates all of the identified accessorials across all the objects and then sequences them for rating using the sequencing factor values provided on the accessorials.

Steps to Enable

Agent Action to Copy Flex Fields Between Objects

This agent action allows you to copy flex field attributes based on the associated objects for which the agent is triggered. If there are multiple related objects, the flex fields are copied to each one.

This agent action is available on the following agent types:

Agent Action for COPY FLEXFIELDS

Steps to Enable

Tips and Considerations

If the selected flex field attributes are not present in either of the associated objects, the agent action will fail.

Notify Contact Agent Action

This feature provides a new agent action NOTIFY CONTACT that can be used to notify a contact in case any agent for Shipment Ship Unit and Shipment Ship Unit Line fails.

Steps to Enable

Rate Basis Item for Shipment Total Rest Time

This feature provides a new rate basis item (RBI) that allows you to establish a time based rate that is based on a shipment’s total rest time. This Shipment Total Rest Time RBI allows you to enter a rate and calculate a cost for just the rest time portion of a shipment’s time related activities.

The total rest time for a shipment is calculated by accumulating the information from all the stops. This includes rest time from all the Hour of Service (HOS) rules which includes rest breaks, lunch hours, and overnight layovers between stops.

Steps to Enable

Rate Basis Items for External Rating Engine

This feature allows you to send additional elements to an external rating engine 1) SHIPMENT.ITINERARY 2) SHIPMENT.RATE_RECORD 3) SHIPMENT.RATE_OFFERING to support a very unique external rating requirement related to multi-leg itineraries.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

These Rate Basis Items (RBIs) SHIPMENT.ITINERARY , SHIPMENT.RATE_RECORD , SHIPMENT.RATE_OFFERING are not part of OTM’s internal rating engine logic and are only provided for a unique external rating scenario.

Rate Basis Items for Order Ship Unit Line Length, Weight and Height

This feature provides three new Ship Unit Line level Rate Basis Items (RBIs) that can be used to support dimension rating requirements with the generic web service rating engine. The added RBIs are: Ship Unit Line Length, Ship Unit Line Width, and Ship Unit Line Height.

Steps to Enable

SQL Servlet Show Execution Plan

This feature provides an easy to use check box “Show Execution Plan” that can be checked when you provide a SQL statement. When you select this check box, you will be able to view the execution plan chosen by the Oracle optimizer for executing the query. The execution plan information can be extremely useful for troubleshooting a poorly performing query.

Steps to Enable

Certify SharePoint 2013

This feature provides the ability to upload, modify, and delete documents using SharePoint 2013 as a content management system.

Steps to Enable

There are no steps necessary to enable this feature.

Cloud Document Service Integration

This feature provides the ability to use Oracle’s Platform as a Service (PaaS) document management offering Oracle Document Cloud (ODC) to upload, modify, and delete documents.

Oracle Documents Cloud Service is an enterprise-level collaboration platform that connects people and information. With Oracle Documents Cloud Service, you can use a web browser, your tablet, or your phone to access your files, wherever you are, and share files with other people.

Steps to Enable

You can configure a content management system with URL, username, and password to connect to the Oracle Document Cloud server. After authentication credentials are verified, you can perform, upload, edit, and delete operations for documents into the Oracle Document cloud server from OTM.

Key Resources

For more information about Oracle Document Cloud see https://cloud.oracle.com/en_US/documents

Rate Factor Logic Re-write in Java

This feature provides a completely re-architected and more efficient rate factor processing logic.

Some of the improvements provided by this re-architected solution include:

Steps to Enable

There are no steps necessary to enable this feature.

Online Booking and Tendering Screens Additional Shipment Attributes Available

This feature allows you to now configure your online booking and tendering screens to display many more shipment attributes directly on your booking and tender screens. Additionally, the user-defined image path icons can now be configured.

Steps to Enable

Online Booking and Tendering Screens Actions for Reports and Documents

You can now configure your online booking and tendering screens to:

Steps to Enable

There are no steps necessary to enable this feature.

Online Booking/Tendering Screen Improved Performance Properties

This feature provides a set of configuration capabilities that can be used to improve the editing and viewing performance of the Online Booking/Tendering UI. You can now exclude portions of the XML to improve the editing/viewing performance experience in the Online Booking/Tender screen. You can also configure a set of UI performance properties to improve the performance and the viewing experience when a large number of related objects (order release, order release line, ship unit) need to be loaded into the Online Booking/Tendering UI.

Steps to Enable

Workbench Map Enhancements

This feature provides a set of workbench Map enhancements that improve the usability and extend the capabilities available for your workbenches that include a map.

Location, Network and Network Details Added to Map

The available objects that can be shown on the map within the workbench has been enhanced to include Locations and Networks (Network, Network Details)

Workbench with Mapped Network, Network Details

Capabilities provided as part of this feature include the following:

Map Parameters

Map Parameters Markers

Steps to Enable

There are no steps necessary to enable this feature.

Map Vendor Added Oracle Elocation

You can now select ORACLE ELOCATION (Oracle Maps Cloud Service formerly known as eLocation and Spatial maps) as your map vendor when setting the Map Parameters to use for the map content in your workbench. As with the other supported map vendors, you can set the properties to use with the ORACLE ELOCATION map option.

Capabilities provided as part of this feature include the following:

Steps to Enable

There are no steps necessary to enable this feature.

Show Driving Directions

You can now show driving directions for a mapped shipment. This feature is supported for HERE, ALK, and Oracle eLocation.

Steps to Enable

There are no steps necessary to enable this feature.

Workbench Maps: ALK Geographic Region Configuration

You can now set the ALK MAP GEOGRAPHIC REGION parameter in the workbench logic configuration to identify the region that will invoke street level mapping of shipments when using ALK maps.

The different regions available are:

Steps to Enable

Tips and Considerations

Street level mapping of shipments across multiple regions is not possible in the same layout since you can only specify one region at a time. To support multiple regions you can create two layouts using two different workbench logic configurations with two different region settings for the ALK MAP GEOGRAPHIC REGION parameter. You cannot use a line style of "street" to view street level routing in the same workbench layout. The workaround is to use line style of "Arc" or "Straight".

Drag-and-Drop Within a Map

This feature provides a new set of easy to use drag-and-drop actions. These drag-and-drop actions are only available when using HERE as the selected map vendor for your layout.

The available drag-and-drop actions include:

Steps to Enable

There are no steps necessary to enable this feature beyond the requirement to select HERE maps as the map vendor for your layout.

Additional Markers for Use with All Objects on Maps

This feature provides a new set of visually pleasing markers that are used to view different objects on the map.

New markers are provided for the following objects:

Steps to Enable

There are no steps necessary to enable this feature.

Default Map Vendor Change

This feature changes the default setting for the map vendor in the PUBLIC WORKBENCH DEFAULT logic configuration. Now, by default, there is no default value for the MAP VENDOR parameter in the WORKBENCH DEFAULT logic configuration. If you are using the PUBLIC (default) WORKBENCH DEFAULT logic configuration, you must now either manually select a map vendor from the map parameters pop-up or create a new WORKBENCH logic configuration with your selected map vendor of choice specified in the MAP VENDOR parameter.

Steps to Enable

There are no steps necessary to enable this feature.

Order Management

Edit Shipment Agent Works on Ship Units that Contain Lines from Multiple Orders

This feature provides an OMD Edit Shipment agent action that now works for shipments with repacked shipment ship units that originate from multiple orders.

Steps to Enable

There are no steps necessary to enable this feature.

OMD Propagator Enhancement

This feature provides an improved OMD propagator that can be configured as a pre-persist agent with the following functions:

Steps to Enable

There are no steps necessary to enable this feature.

Build Ship Units with Maximum Number of Different Items

This feature provides the ability to limit the number of packaged items to ship and the number of types of items to ship when creating a rainbow pallet. The limits can be set just for a transport handling unit or for a transport handling unit at a specific (delivery) location.

Steps to Enable

ERU Information Added to Shipment Manager Equipment Tab

This feature provides visibility to the Equipment Reference Unit ID and the Total Number of Equipment Reference Units on the Shipment Manager Equipment Tab.

Expand any shipment equipment to see the Equipment Reference Unit ID and Total Number of Reference Units for the equipment.

Steps to Enable

There are no steps necessary to enable this feature.

Ship Unit Build Properties Moved to Parameters

This feature provides a new ship unit logic configuration SUBLD LOGIC PARAMETER CONFIG which contains three parameters that were previously managed as properties.

The new SUBLD LOGIC PARAMETER CONFIG ID logic config can be found in the SHIP UNIT BUILDING group in the parameter set. The default values are provided in the SUBLD LOGIC PARAMETER DEFAULT logic config.

SUBLD Logic Parameters

Steps to Enable

There are no steps necessary to enable this feature.

Control Repack Processing by Modes

This feature simplifies how you set the modes to consider for repack by providing an Allow Repack check box directly on the Transport Mode screen. This check box determines whether to consider the transport mode for repacking. Previously, this functionality was controlled by the property “glog.business.equipment.repackOnlyCostConsideredModes”.

Steps to Enable

Order Configuration UI to Show Ship Unit Configuration for All Order Types

This feature provides order configuration UI that will be displayed for line-based order configurations.

Steps to Enable

There are no steps necessary to enable this feature.

Earliest Estimated Pickup Date Added to Order Release

This feature provides visibility to the earliest estimated pickup date for an order. The Earliest Estimated Pickup Date is read only and displays the earliest departure time for all of the first leg shipments that an order release is on. The time is displayed in the time zone of the source location.

Steps to Enable

Order Release Delivered Status Types and Values

This feature provides a new order status type and a list of related values that can provide information about an orders delivery status. The new Order Delivered status is set according to the status of the related last leg buy shipment that the order is on. This status provides a way to understand if the order is still enroute, if some of the order has been delivered or if all the shipments involved in the final delivery leg for this order have been completed.

Capabilities

Steps to Enable

Allow Source Location on Ready to Ship to Be Blank

This feature provides the ability to have the Source Location on the Ready to Ship screen to be blank. By allowing for the Source Location to be blank, you now have a more visible cue that the Source Location must be provided. Previously, the Source Location field was always populated with a Source Location since the data model requires that this field be populated. Populating the Source Location field by default allowed users to easily skip the step of updating this field with the correct source location.

Steps to Enable

Order Base Line Releasing Improved

This feature provides a new action Order Base Line Packing” that allows you to specify the packing information for order base lines coming from multiple order bases. The result of running this action will be one order release with multiple ship units that contain ship unit lines from multiple order base lines.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

This action only works for order configurations where the Releasing Logic is set to “One Ship Unit for All Lines”. A new public Order Configuration called Instructed Prepack” with the Releasing Logic set to “One Ship Unit for All Lines” has been provided for you to use. It is recommended that you use this order configuration if you are using the new Order Base Line Packing action and Simple Ready to Ship.

Build Single Product Pallets with a Full Layer

This feature provides a Fully Layered check box on your Location's Location Transport Handling Unit Capacity grid that allows you to specify, by transport handling unit (THU), whether the ship unit built onto the specified THU - involving only one type of item - will be built fully-layered; i.e, no partial layers.

For example, you are packing 17 cartons of soda onto a given PALLET (THU) and the TiHi specified is 6 x 3. Normally, you would pack all 17 cartons onto one pallet with 5 full layers and one partial layer of 2 cartons. However, if you only allow full layers, checking the Fully Layered check box for this THU for this location will instruct OTM to pack 15 cartons on 1 pallet in 5 full layers of 3 each and then start another pallet with the remaining 2 cartons.

Visual for Fully Layered Off and Fully Layered On

Location Transport Handling Unit Capacity Fully Layered check box

Steps to Enable

Tips and Considerations

The Fully Layered capability like all of the capabilities related to the Location Transport Handling Unit Capacity feature are only invoked for the destination location. They are not considered for the source location.

Freight Payment, Billing, and Claims

Assign General Ledger Codes to Invoices and Bills

This feature provides the ability to assign General Ledger Codes (GL codes) to Invoices and Bills for Invoices and Bills that are received via integration. Previously, GL codes were only assigned to invoices that were auto-generated from OTM Shipments.

To assign general ledger codes to your Invoice or Bills that are received via integration, run the new action “Assign Invoice General Ledger Codes”.

Steps to Enable

There are no steps necessary to enable this feature.

Agent Action for Unmatch Invoice

This feature provides the tools you need to setup and run an agent action to unmatch an invoice based on your defined criteria. Previously, the only way to unmatch an invoice was to run a web action. Now you can automate the unmatch process.

Steps to Enable

Option to Change Default Invoice Approval Amount to Invoice Value

This feature allows you to set the default payment amount to the invoice line amount. The current default is for OTM to select the lower value of the shipment or invoice amount for payment.

Steps to Enable

Transportation Operational Planning

Fail on Fatal Rating Exception Extended to All Rating Engines

This feature provides an expanded fatal external rating exception capability that covers all external rating engines. The ability to fail on exception, when an external rating engine is down or unavailable, avoids having OTM waste time attempting to rate shipments when the external rating engine is down and/or avoids having OTM generate transportation plans that incorrectly exclude desirable carriers and modes.

When the parameter FAIL ON FATAL RATING EXCEPTION is TRUE, the fatal errors which might occur in various scenarios for different rating engines (for example, Rateware® XL, Rateware® XL with carrier connect) are identified and will stop the rating engine and bulk planning when OTM faces any fatal errors.

Steps to Enable

Multistop Performance Improvement Quick Hours-of-Service Check In Sequencing

This enhancement improves the performance of the sequence generation step in the development of multistop shipments by eliminating sequences that violate the hours of service (HOS) rules defined on the rate service.

For example, given an HOS rule with a maximum drive time of 12 hours, when the MULTISTOP QUICK HOS CHECK IN SEQUENCING parameter is TRUE, OTM will discard from further consideration all multistop sequences that exceed the 12 hour total drive time limit.

Steps to Enable

Tips and Considerations

If the parameter MULTISTOP SEQUENCE COST FOR TIME is greater than zero, the HOS check will be done automatically regardless of this setting.

Multistop Iterative Savings Algorithm

This feature provides another potential algorithm to consider when tuning your multistop optimization runs. The Iterative Savings algorithm increases the number of pairs of shipments that will be considered in developing the plan. In each iteration, many multistop shipments are generated and considered as a potential candidate for the final result. Finally, the process selects the best solution from the options generated.

Steps to Enable

Multistop Sequencing Performance Improvement for High Numbers of Stops

This feature provides a new sequencing algorithm designed specifically to handle multistop planning scenarios where there are a high number of stops (>10) to be sequenced.

With the MIP Sequencer algorithm, OTM solves a mixed integer programming (MIP) formulation of the stop-sequencing problem. This algorithm provides high quality sequences -comparable to Complete Enumeration, but it generates the sequences much faster than the Enumeration algorithm for a high number of stops.

Steps to Enable

Cutoff Recovery Time Details - Day of Week/Time of Day

This feature allows you to set up - by voyage service type and cutoff type - your cutoff and recovery times as either an offset with an offset duration or as day of week and time-of-day cutoff recover time.

Steps to Enable

  1. Enter the Voyage Service Types for this detail record.
  2. Select either Cutoff or Recovery for the detail.
  3. Select whether you want the cutoff or recovery to be set for specific day and time or a set period of time to be offset.
    1. If you select Day/Time, then enter the Day of Week and Time of Day.
    2. If you select Offset, enter the number of days (D), hours (H) and minutes (M) to be offset.
  4. Select the Cutoff Type:
    1. CY (Container yard): the 'gate house' time to arrive at the carrier’s facility. This is used to determine the actual times on the shipment.
    2. SI (Shipping instruction): the required time for shippers information to be provided to the forwarder. SI cutoff time calculation is based on the port of loading. It will display on the shipment but for information only.
    3. CFS (Container freight station): the required time to be at a 3rd party location for container packing. CFS cutoff time calculation is based on the shipment source location. It will display on the shipment but for information only.
  5. Save each detail record added. You will return to the Cutoff Recovery Time window.

Tips and Considerations

To calculate the SI (Shipping Instruction) and CFS (Container Freight Station) Cutoff, voyage start time is used as opposed to the shipment start time.

Composite Voyage

This feature provides the ability to include the transload voyage locations, the vessel description, voyage description, voyage service type, and the mother vessel or the feeder vessel information with your voyage schedules. Capturing and providing this information for a composite voyage (voyages that involve transload points and two or more vessels) is critical for satisfying clearance activities related to exports and imports.

Composite Voyage View

On the Voyage Schedule, you can now specify whether the voyage is a composite voyage by selecting the Composite check box. You can also provide information about the transload locations, the vessel description, voyage description, voyage service type, and the mother vessel or the feeder vessel.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

When searching for candidate voyages, voyage stops marked as Transload will be skipped when matching a shipment's port locations with depart/arrive locations of voyage.

This feature only is considered in Bulk Planning, Build Shipment, Show Network Routing Option, and Unassign Order.

Shipment Group Diagnostics

This feature provides you with diagnostics information related to the creation and management of your shipment groups.

Steps to Enable

There are no steps necessary to enable this feature.

Load Config 3D Scoring Algorithm

This feature provides a new 3D scoring mechanism that you can use to find better packing options when using the 3D load configuration algorithm. The 3D load configuration algorithm with the scoring mechanism on will evaluate all item-orientation combinations in a fixed space and will score each placement to estimate the best combination based on the criteria.

Related Parameters and Properties: There are Logic Configuration - Container Optimization parameters that let you define your preferences. These are in the CONTAINER OPTIMIZATION 3D SCORING section.

Steps to Enable

Tips and Considerations

Performance will be impacted based on the 3D Scoring Number of Iterations parameter and the number of items to be packed. Performance will be slower as either or both values get higher.

To handle priorities in 3D scoring, a multi-pass approach is used.

Mixing and Packing of Bulk Items

This feature provides the ability to designate an equipment group or equipment group compartment as being for bulk product, and based on that designation have new bulk loading rules applied where only one compatible packaged item will be loaded in the equipment group or equipment group compartment at a time.

The changes provided as part of this feature include:

Steps to Enable

Tips and Considerations

Each compartment must be configured; compartments will not inherit the configuration of the equipment group. If the equipment group has compartments, the configuration of the compartment will take precedence over the configuration of the equipment group.

Key Resources

Conopt Multicontainer Heuristic Algorithm

This feature provides a new heuristic based algorithm that is designed to provide improved container optimization solutions in scenarios where multiple equipment choices are available or required.

This new algorithm is particularly effective when the objective for selecting the set of equipment to use is focused on minimizing the cost of the equipment assigned versus algorithms that solve this problem assuming that maximizing the utilization of the equipment assigned is the best solution.

Steps to Enable

Specify Compartment Filling Order

This feature provides a way to control the order in which compartments are filled. You can choose to pack by compartment item compatibility (default behavior) based on restrictions, or you can now pack compartments based on compartment number.

Steps to Enable

Network Routing and Ground Schedules

This feature provides an improvement for how the weight and volume capacity of a GROUND SCHEDULE/ CONSOL shipment is handled in the Network Routing MIP. This feature improves the routing decisions made by the algorithm and results in far fewer unscheduled orders.

With this feature, OTM ensures that all capacity constraints for the equipment as well as for shipment stops are satisfied.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

OTM does not currently support CONSOL shipments in network routing based planning.

Allow Ground Schedule to Have 3 Digit Stops

This feature provides the ability to define ground schedules with up to 999 stops. Previously you were limited to 99 stops or fewer (2 digits). Now you can define stops with up to 3 digits in length allowing you to define a ground schedule with up to 999 stops. Note that the stop numbers do not need to be consecutively numbered.

Steps to Enable

There are no steps necessary to enable this feature.

Voyage Fixed Check Box Added to Shipment

This feature provides a new check box on the shipment manager - Voyage Fixed that can be set manually or when you run the Change Schedule action.

Previously, the voyage assigned to a shipment was not permanent. An action that caused a service time re-drive could potentially change the voyage assigned. A new check box Voyage Fixed has been added to the Shipment manager so that the voyage assigned by the Change Schedule action will not be overwritten. The check box only applies to voyages, not other types of shipments. The check box can be set manually.

The Change Schedule action will first check if the shipment has the Voyage Fixed check box selected. If the Voyage Fixed check box on a shipment is already on (true) before the action is run, the action will issue a warning. You can choose to override the fixed voyage or cancel the action.

The Change Schedule action sets the Voyage Fixed check box to true (on).

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

The agent actions, Change Voyage and Shipment Conditional Booking - Rerate and Redrive', can change the voyage even if this check box is selected. This can be prevented with an “IF” statement. See the actions for details.

Location Name Added to Re-sequence Stop Action

This feature provides visibility to the Location Name field along with the Location ID when you run the Resequence Stops action on a shipment. By providing the location name and ID, you will be more aware of the locations involved in your reseqencing action.

Steps to Enable

There are no steps necessary to enable this feature.

Order Bundling in Network Routing When Orders Do Not Have Identical Times

This feature provides a new parameter and functionality that provides you with more flexibility for how order movements can be bundled together given pickup and delivery early/late time windows that are not identical.

Previously, in order movement planning, order movements with early pickup and late delivery dates could only be bundled when each order movement had the same dates. This feature introduces a new parameter that can control how order movements with time windows that are not identical can be bundled.

Steps to Enable

Replace Cortona 3D Viewer with a Javascript 3D Library

This feature provides a new more visually appealing 3D load configuration and pattern-based load viewer. The new viewer is provided with the product so you are no longer required to download the old Cortona viewer to view your shipments that have been built using 3D load building or pattern-based load building.

The 3D load configuration viewer now uses a javascript 3D library by default.

Load Config View

Steps to Enable

Key Resources

Manage Appointments - Improved Create Appointment Scheduling

This feature provides a more efficient way to schedule and show options when making appointments.

The Schedule Appointment: Show Options action is faster and has more relevant steps:

Steps to Enable

There are no steps necessary to enable this feature.

Manage Appointments - Location Resource Group

This feature provides a Location Resource Group concept that allows you to combine many dock doors into a group. The grouping of similar dock doors into one group improves the visibility and management of locations with a large number of dock doors. The grouping concept also simplifies the configuration effort and the definition of match criteria between a shipment and its attributes and a resources/dock door and its capabilities.

View to all the Location Resource Groups

Filtered view of just one Resource Group

Steps to Enable

Adding a Location Resource Group:

Define Resource Groups and Assign Locations

Assign Defined Resource Groups to Location’s Resources

Assign Defined Resource Groups to Location’s Resources

Manage Appointments - Appointment Rule Sets

This feature provides a new appointment rule set concept that allows you to define the shipment attributes that must match to a defined resource or location resource group when scheduling an appointment.

An appointment rule set is a collection of shipment attributes. If the rules on the resource match the shipment, the shipment can use that resource to create an appointment. You can assign rule sets to Location Resources or Location Resource Groups. A particular location resource or location resource group can have multiple appointment rule sets, but only one appointment rule set can be active at any one point in time. You can define one default appointment rule set without any effective and expiration dates. OTM uses this if no overriding appointment rule sets exist with effective and expiration dates.

Steps to Enable

Tips and Considerations

Appointment Rule Set constraints are not honored for shipment groups.

Workbench - Load Config 3D Viewer Added

This feature provides the ability to add the 3D Load Viewer to your workbench layouts. The addition of the Load Config component allows you to incorporate the new three dimension load view of your shipment with other shipment information (like stops and orders) all in a single comprehensive workbench layout.

Workbench Load Config View of a Shipment

Steps to Enable

Key Resources

Fusion Transportation Intelligence

Worldwide Province/City Map Data Added

This feature provides access to map data that covers more than 2000 provinces across the globe.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

Refer to the supported_provinces_list_for_map_data.xlsx to view a list of the provinces for which map data is supported. The province used in OTM must match a populated province in FTI.

Oracle Maps Cloud Service Automatically Configured

This feature provides a preconfigured integration with Oracle Maps Cloud Service (formerly Oracle Spatial and eLocation) server to view maps in FTI/GTI. This pre-configuration eliminates the manual configuration effort required previously.

Steps to Enable

There are no steps necessary to enable this feature.

Replace JARs for ETL Calls with Weblogic JARs

This feature provides an update and revision to the code used to trigger the extract, transform, load (ETL) process from OTM to FTI.

As part of the update the ODI-related JARs like spring-core.jar, etc. have been replaced with webservices in RunETL.java and RunTargets.java. RunETL is used to trigger the whole ETL process and RunTargets is used to trigger the Targets ETL.

Steps to Enable

There are no steps necessary to enable this feature.

Removed Limitations for Cloud Installations

This feature provides Cloud users of FTI with access to Maps and the integration of OBIEE with SSO so that logging into OBIEE can be accomplished without asking for credentials again.

Steps to Enable

There are no steps necessary to enable this feature.

Oracle Fleet Management

Optimize Driver Assignment Action Performance Improved

This feature provides the opportunity to dramatically reduce your driver assignment run-time where the assignment of your drivers to shipments is done for shipments that are on work assignments. This improvement in run time is made possible when both your shipments to be assigned to drivers and your drivers have an assigned driver type.

The Optimize Driver Assignment action only evaluates the shipments and driver resources that have feasible driver types. This driver type check, if the driver types are configured correctly, will lead to fewer evaluations of driver to shipment and this evaluation reduction will improve the overall Optimize Driver Assignment run-time.

Steps to Enable

Tips and Considerations

The improvement in run-time assumes that the set of drivers that will be evaluated for each shipment will be reduced by limiting the drivers considered to a specific driver type. There will be no benefit if the set of feasible drivers for the shipments is not reduced by the driver type. For example, if you have 100 drivers all with the same driver type being assigned to 100 shipments all with the same driver type the run-time will not be reduced. If, however, the same 100 drivers are assigned to 50 different driver types and the same 100 shipments has also been assigned to a mix of the same 50 different driver types you will see an improvement in run-time since the Optimize Driver Assignment action will limit the evaluation of drivers and shipments to the matching driver types.

Dispatch Planning Optimization Savings Merge

This feature provides a new Saving Merge Algorithm to use when performing Driver Assignment Optimization. The new Savings Merge Algorithm provides outstanding optimization performance coupled with superior solution quality.

Steps to Enable

Saving Merge Algorithm parameters:

  1. DRIVER EVALUATION TYPE - Default 1. Perform driver evaluation at end of process. This allows you to enter the type of driver evaluation performed inside the savings merge algorithm. It guides the algorithm to do thorough driver evaluation at different levels: 1: Perform driver evaluation at end of process, 2: Perform driver evaluation after each iteration, 3: Perform driver evaluation for all paired shipments.
  2. DRIVER WAIT TIME PENALTY - Default 0 - Allows you to enter the wait time penalty (range: 0 to 100) to be considered during the driver assignment optimization. The default value is 0, which means no penalty. The purpose of this penalty is to avoid assigning drivers to shipments with large wait times in between shipments.
  3. FLEET DISCOUNT PERCENTAGE - Default:- 10% - This allows you to enter the discount percentage to be considered for distance based savings. The discount percentage is applied to the common distance value during the savings calculation of the merge algorithms when the FLEET SAVINGS CALCULATION TYPE parameter is defined as Distance-based Savings. The higher the discount percentage value, the greater the distance savings. Also, the probability of assigning drivers to shipments is greater with a higher discount percentage. Range of values = 0 to 100%.
  4. FLEET FIXED COST PER RESOURCE - Default:- 0 - This allows you to enter the fixed cost per resource to be considered in merge algorithm during the driver assignment optimization. This cost is just used in the evaluation process and not part of the actual shipment cost. If you set higher values for this parameter, it will encourage the adding of more shipments to the driver string even if there is no cost benefit. Consider you have 2 shipments and 2 drivers available to be assigned to those shipments. If we are not stringing the shipments Driver 1 will drive shipment 1 and driver 2 will drive shipment 2(assumption). There are 2 driver resources used here. So the total cost UNCOMBINED = cost of shipment 1+ cost of shipment 2 + 2 * Fleet FIXED COST PER RESOURCE. If you string the shipments together and assign to 1 driver. Combined Total cost = cost of shipment 1+ cost of shipment 2 + cost of empty distance between shipment 1 and shipment 2 + 1* Fleet FIXED COST PER RESOURCE. If COMBINED Total cost < total cost UNCOMBINED, then we decide to string the shipments together. Note that this parameter is used only during the evaluation process. It will not be part of the actual shipment cost. You may not need to set a value for this parameter for most of the cases. If your objective is to string as many shipments as possible and assign drivers to those shipment, then a value for this. If you want a minimum cost solution, just use the default value for this parameter.
  5. FLEET RATE DISTANCE ID – Default: Estimate - This allows you to select the rate distance calculation method used by driver assignment optimization.
  6. FLEET SAVINGS CALCULATION TYPE - Default:- Distance based - This you allows to select the base used for savings calculation in the driver assignment optimization logic. Supported values are: 1. Distance based Savings, and 2. Cost based Savings.
  7. FLEET SEQUENCING ALGORITHM - Default:- 3.3-OPT – This allows you to select the algorithm used by driver assignment optimization sequencing logic. The supported values are: 1. Insertion, 2. 2-OPT, 3. 3-OPT, and 4. Complete Enumeration.
  8. FLEET SEQUENCING ALGORITHM FOR HIGH SHIPMENTS - Default:- 2.2-OPT. This allows you to select the algorithm used by driver assignment optimization sequencing logic when the number of combined shipments are high. The supported values are: 1. Insertion, 2. 2-OPT, 3. 3-OPT, and 4. Complete Enumeration.
  9. FLEET SEQUENCING ALGORITHM FOR LOW SHIPMENTS - Default:- 4.Complete Enumeration - This allows you to select the algorithm used by sequencer of driver assignment optimization logic when the number of combined shipments are low. The supported values are: 1. Insertion, 2. 2-OPT, 3. 3-OPT, and 4. Complete Enumeration.
  10. FLEET SEQUENCING HIGH SHIPMENTS MINIMUM - Default:- 8 - This allows you to enter the minimum number of combined shipments to be considered high number of shipments.
  11. FLEET SEQUENCING LOW SHIPMENTS MAXIMUM - Default:- 4 - This allows you to enter the maximum number of combined shipments to be considered low number of shipments.

Re-sequence, Add and Remove Shipment Screens Now Include Start/End Location and Times

The Re-sequence, Add and Remove Shipment screens now include start/end location and times.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignment

Work Assignment Decision Support Actions Added

Steps to Enable

There are no steps necessary to enable this feature.

Workassignment Agent Actions Disband Work Assignment and Remove Shipment

This feature provides two new work assignment agent actions, Disband Work Assignment and Remove Shipment from Work Assignment. These agent actions allow you to easily configure an automation agent to disband or remove a shipment from a work assignment when your defined criteria for performing the action is met.

Steps to Enable

There are no steps necessary to enable this feature.

Create Work Assignment Action Added Fix Error Option

This feature provides an Add Fix Error Option for the Create Work Assignment Shipment action, the Create Work Assignment resource schedule instance action, and for any errors that occur recalculating a work assignment when adding or removing shipments.

Previously, when an error occurred, it was displayed on a separate UI screen. There was no way for you to navigate directly back to the shipment sequencing screen to try a different sequence. The previous remedy was for you to exit the error screen and then start the entire work assignment action over from the beginning to get back to the shipment sequencing screen. This feature adds a 'Fix Errors' button on the error screen to allow direct navigation back to the sequencing screen.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignment Include Multi-leg Shipments in Bulk Planning

This feature provides the ability to have shipments that are involved in multi-leg/multi-shipment solutions considered in a work assignment as part of bulk planning. This multi-leg capability is also available when using work assignment actions - Create, Delete, Add, Re-sequence, and Disband.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignments Lifetime Events and Statuses

This feature extends the abilities of the work assignment object to raise lifetime events and to use these events in the development of work assignment agents.

Lifetime events added:

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignment ID Added to Shipment Finder

This feature provides access to the Work Assignment ID in the shipment finder. This new field lets you easily identify from a shipment, whether it is on a work assignment and if so which work assignment it’s on.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignments Add Multiple Selection for Disband Work Assignment Action

This feature provides the ability to select multiple work assignments with the Disband Work Assignment action. This allows you to quickly disband multiple work assignments by running the Disband Work Assignment action just one time versus running the action once per work assignment.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignment New Status to Indicate Change to Shipment to Trigger Re-Drive

This feature provides the ability to identify when a work assignment may need to be re-driven based on changes to the shipments that are assigned to the work assignment. This feature provides more control over the re-driving process - a process that can be expensive to execute from a run-time perspective.

Changes to shipments on a work assignment will now be indicated with a work assignment status. The WA_CALCULATE_NEEDED status indicates that the work assignment may need to be re-driven.

Steps to Enable

There are no steps necessary to enable this feature.

Work Assignment Gantt Chart Added to the Workbench

This feature provides you with a Work Assignment Gantt component that you can add to your workbench layouts. You can customize the columns in your Work Assignment Gantt using screen sets. In addition, the Work Assignment Gantt component contains two action menus, the new action menu options Work Assignment Actions and Shipment Actions are also controlled by the screen sets you specify when adding the Work Assignment Gantt.

Steps to Enable

There are no steps necessary to enable this feature.

Improved Driver Gantt Chart Usability

This feature provides several usability improvements to the Driver Gantt. You can now customize the columns in your Driver Gantt using a screen sets. In addition, the Driver Gantt component now contains two action menus. The new action menu options Driver Actions and Shipment Actions are controlled by the screen sets Driver Gantt.

Steps to Enable

There are no steps necessary to enable this feature.

Oracle Transportation Sourcing

Upgrade Apache POI Version

This feature provides you with an upgrade to the latest Apache POI version. Apache POI provides Java libraries for reading and writing files in Microsoft Office formats, such as Word, PowerPoint and Excel.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Convert Sourcing Reports

This feature provides Sourcing reports that have been converted to standalone BIPublisher 11g reports.

The following reports were migrated from Oracle 10g to Oracle 11g, so they work with OTM 6.4.2:

Steps to Enable

There are no steps necessary to enable this feature.

Mark for Purge Action for Bids

This feature provides a new action that allows you to mark bids for purging. The Mark for Purge action is available from the Bid UI and Process Management.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Rate Maintenance

Sort Rate Record Costs in Downloaded Spreadsheet

This feature provides a sort order change that now ensures that rate record costs are always displayed in the same order for each download. Rate record costs are now sorted based on rate type (base, discount,..), cost basis, condition basis, and database order.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Tips and Considerations

The parent rate offering GID and parent rate record GID must be included in the rate load definition.

View Version History and Compare Rates

The View Version History feature allows you to link from a new rate to an older existing version of that rate (the parent). You can view the IDs of previous versions of the selected rate offering or rate record. To understand the changes made between versions of a specific rate offering or rate record, you can use the View Differences action.

Capabilities:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Display Accessorial Cost ID and Components in Spreadsheet

This feature provides the ability to download accessorial information including the accessorial ID, re-use accessorials using the accessorial ID, and create a new accessorial by leaving the accessorial ID blank. To support this feature, read-only options were added to the accessorial cost and the rate record pages.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Edit Cost Conditions and Other Cost Columns

This feature provides the ability to download, edit, and add rate records cost columns present in rate record costs/accessorial costs. This provides better usability and makes it easier to edit costs.

Capabilities:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Delete Rate Load Definitions and Approval Summaries

This feature provides a way to delete a rate load definition once all the related approval summaries are deleted.

Steps to Enable

Key Resources

Warn for Overlapping Dates and Date Gaps

This feature provides a Warning indicator on the Approval Summary and Approval Detail pages if the effective/expiration dates of the parent and child rates overlap.

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Ability to Query and Download 1,000 Plus Rate Records

This feature provides a way to easily query and download a large number of rate records.

There are now several ways to download rates:

Steps to Enable

There are no steps necessary to enable this feature.

Key Resources

Rate Maintenance Query Based Actions

This feature provides Rate Maintenance Query Based Actions. The Query Based Actions button executes a selected action for a Saved Search or the active search criteria. The benefit of the Query Based Actions is that they are not constrained by the default 1,000 record limit associated with the finder results.

Steps to Enable

There are no steps necessary to enable this feature.

Add Rate Records to Operational Rate Offerings

This feature provides the ability to add new rate records to an active rate offering via Rate Maintenance.

Steps to Enable

Ensure Mandatory Fields are Included in the Rate Load Definition

This feature improves rate load definition usability by insuring mandatory fields are always included.

Certain fields on the rate load definition are now mandatory. For mandatory fields, the read-only, include/exclude, and re-ordering options are not available for you to change.

These mandatory fields include:

Steps to Enable

There are no steps necessary to enable this feature.

Track Upload and Approval Process

The Approval Summary page now displays the information required to track the status of the rejected and failed rates. You can now view the Approval Status and Last Upload Status.

On the Approval Summary page, the following columns were changed or added:

On the Approval Details page, the following were changed or added:

Steps to Enable

There are no steps necessary to enable this feature.

Oracle Forwarding and Brokerage Operations

Itinerary Profile, Port of Load and Port of Discharge Added to Quote

This feature provides with additional criteria - Itinerary Profile, Port of Load, and Port of Discharge that can be used to perform a rate lookup during the Quote process.

Steps to Enable

There are no steps necessary to enable this feature.

Oracle Global Trade Management

Global Trade Management (Base)

UOM Standardization

This feature enables the use of standardized UOMs within GTM. Country-specific UOMs are received from a third party data provider and mapped to the standard OTM UOMs. These UOMs can be used for customs filing and other documents. As part of this feature, a new grid 'Required Units of Measure' is added to the Product Classification Code power data page. You can view the UOM details associated with a product classification code in this grid.

Steps to Enable

There are no steps necessary to enable this feature.

Trade Compliance

Automatic Data Assignment

This feature provides a new Control Category option called Data Assignment that has been provided on the Compliance Rule page. This feature allows you to configure a compliance rule so that data (like bonds, remarks, reference numbers, user-defined codes valuation methods, etc.) will be automatically assigned to your trade transaction, trade transaction line, declaration, and declaration line.

Steps to Enable

Generate Customs Commercial Invoice from Trade Transaction

This feature enables you to generate a customs commercial invoice from a trade transaction. Previously this document could only be generated from a declaration.

Steps to Enable

There are no steps necessary to enable this feature, the same process used in previous versions to map and generate the document against a Customs Shipment (now the Declaration) are the same steps/process you will now use to generate the Customs Commercial Invoice against a Trade Transaction.

License Management Enhancements

The GTM License Management capabilities are designed to support companies with highly-regulated items that very often require a license and/or other type of authorizations to be imported or exported.

This feature provides a set of usability and processing improvements that provide the following :

Steps to Enable

License Management Setup

License Management Usage

Assign License Actions

View License Line Balances

License Line Usage History

Copy Data Actions

Indicators and User-defined Images Added to License Line Manager

This feature provides the option to add indicators and user-defined images to the License Line Manager on the finder and finder result pages. This feature also provides two actions - Set Image and Set Indicator – that have been added to the License Line Manager Actions list.

Steps to Enable

Indicators and User-defined Images Added to Party Manager

This feature provides the option to add Indicators and user-defined images to the finder and result pages of the Party Manager. This feature also provides two actions - Set Image and Set Indicator – that have been added to the Part Manager Actions list.

Steps to Enable

New Parameters Added to Service Parameter

This feature provides additional Service Parameters that can be incorporated into the matching process used for restricted party screening. The additional fields are:

Steps to Enable

There are no steps necessary to enable this feature.

Customs Management

Renaming Customs Shipment to Declaration

This feature provides a renamed and repurposed Customs Shipment business object. The Customs Shipment has been renamed to Declaration, and Customs Shipment Line has been renamed to Declaration Line. The new declaration object will now be used as a filing object/document and will be used to store and send information to a regulatory bodies or brokers for filing purposes.

Steps to Enable

There are no steps necessary to enable this feature.

Bonds Management

This feature provides a manager to add information related to a bond. This information, if required, can be referenced on a declaration and it can be included when transmitting information for filing purposes.

Bonds, also known as Guarantees, are used to ensure that required duty and tax will be paid for an import. Generally you have one bond on file for each country with which you do business. There may be instances where you have separate bonds for each declaration. Once created, the bond can be added to a declaration or declaration line and is then available to be sent to a customs agency with your declaration.

The bond includes information such as bond number, the category, type and code of the bond, the liability limit that applies to the bond, and if the bond is an extension or a supplement to an existing bond. You can also specify information such as dates, involved parties, authorized parties, ports, remarks, and reference numbers.

Bond Manager

Steps to Enable

The tasks required for adding a Bond include:

Declaration Management

This feature provides functionality needed to create declarations that provide the data required to support your import, export or in-transit filings.

The features provided as part of this enhancement include:

Steps to Enable

The tasks associated with setting up your declarations to support filing include the following:

Key Resources

Customs Filing

This feature provides new messaging capabilities designed explicitly to support filings with customs for an import, export, or in-transit transaction.

GTM provides a new generic customs connectivity architecture which will help you to collaborate with a filing agency or a broker to send customs data to a specific regime.

You can generate a declaration message for a declaration by using the Generate Declaration Message action on the declaration. The generated declaration message can then be transmitted to an external system by running the File Customs action against the generated declaration message. You can review the declaration messages (both sent and received messages for a declaration) by using the Review Declaration Messages smart link on the declaration.

GTM uses a combination of status codes and status groups on request and response declaration messages to provide you information about filing status of the corresponding declaration. You can update your declaration with required customs information provided on your declaration messages by running the Update Declaration action on the declaration message that contains the information you want to update your declaration with.

NOTE: GTM does not provide a pre-packed integration. However, the generic customs connectivity architecture will be used in integrations with third parties.

Customs Filing in the European Union (EU) has been an area of focus in this release. Several power data pages have been provided to add EU-specific information like declaration type, procedure and prior procedure, produced document, additional information, tariff preference, etc. and use it on a declaration while filing. GTM connects with Descartes’ Global Logistics Network (GLN) to send a declaration message request and receive a response. After receiving a filing request from GTM, GLN converts it into the format required by customs. Similarly, Descartes receives the response from customs and converts it into proper XML format before sending it to GTM.

Steps to Enable

Global Trade Intelligence (GTI)

Value Qualifiers Added to Support Estimated Landed Cost

This feature provides new facts that have been added to the transaction, trade transaction line, declaration, and declaration line analysis folders. These additional facts allow you to slice all existing dimensions with the newly introduced facts

The following 34 columns corresponding to value qualifiers have been added to each folder under cost section:

Steps to Enable

There are no steps necessary to enable this feature.

Rename "Customs Shipment" to "Declaration"

This feature updates all instances of "Custom Shipment" to "Declaration", and all instances of "Custom Shipment Line" to "Declaration Line".

These changes are reflected in the menu structure, labels, reports, and metadata.

Steps to Enable

There are no steps necessary to enable this feature.

Tips and Considerations

In areas such as logic and automation agents, the term 'GTM SHIPMENT' may still be used.

Add XIDs to Various Folders

This feature provides new Metadata for certain XIDs which have been added. This enables you to create reports based not only on GID but also based on XID.

The following columns are added:

Steps to Enable

There are no steps necessary to enable this feature.

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