EBS - OTM - Integrations - New Concurrent Program

Concurrent Programs

Oracle Transportation Management introduces new concurrent programs to Oracle

E-Business Suite. The following list details each new concurrent program:

• Shipping - Transportation Carrier Synchronization

• Shipping - Transportation Outbound Interface

• Shipping - Transportation PlannedShipment Interface

EBS - OTM integration - Interface Exceptions

Oracle Transportation Management Interface Exceptions:

• WSH_OTM_DEL_DELETE_REQ: This exception is a delivery level exception
that is logged when a Delete transaction must be sent to Oracle Transportation
Management. Seeded value is Information Only, recommended setting is
Information Only.

• WSH_OTM_DEL_CREATE_REQ: This exception is a delivery level exception
that is logged when a Create transaction must be sent to Oracle Transportation
Management. Seeded value is Warning, recommended setting is Error,
Warning, or Information Only.

• WSH_OTM_DEL_UPDATE_REQ: This exception is a delivery level exception
that is logged when a Update transaction must be sent to Oracle Transportation
Management. Seeded value is Warning, recommended setting is Error,
Warning, or Information Only.

• WSH_OTM_DEL_AWAIT_TRIP: This exception is a delivery level exception
that is logged when a Create or Update transaction has been sent to Oracle
Transportation Management. Seeded value is Warning, recommended setting is
Error, Warning, or Information Only.

• WSH_OTM_DEL_DELETED: This exception is logged when the delivery is set
to Ignore for Planning or the delivery has no associated delivery lines and has
been deleted in OTM. Seeded value is Information Only as is the recommended
setting.

• WSH_OTM_UOM_SETUP: This exception is logged when the trip fails the
ActualShipment interface because the Shipping Parameter weight or volume
UOM Class or because corresponding inventory base UOMs were not set up.
Seeded value is Information Only as is the recommended setting.

• WSH_OTM_SHIPMENT_ERROR: This exception is logged when an error
occurs while processing data from Oracle Transportation Management. Seeded
value is Error as is the recommended setting.

• WSH_OTM_SHIPMENT_REC: This exception is logged when a response
message has been received from Oracle Transportation Management. Seeded
value is Information only, as is the recommended setting.

• WSH_OTM_INVALID_LOC_ERROR: This exception is logged when the
response message from Oracle Transportation Management includes an invalid
stop location. Seeded value is Error as is the recommended setting.

Delivery Detail Import Splitting Exception:

• WSH_OTM_DET_OVERSIZED: This exception is logged when the delivery detail
failed to be split at delivery detail import. Seeded value is Information Only,
recommended setting is Error, Warning, or Information Only.

OTM Interface Splitting Exceptions:

• WSH_OTM_DEL_SPLIT_FAIL: This exception is logged when Oracle Shipping
Execution failed to split a delivery. Seeded value is Information Only,
recommended setting is Error, Warning, or Information Only.

• WSH_OTM_DEL_SPLIT: This exception is logged when Oracle Shipping
Execution has successfully split a delivery. This exception is used when the
delivery is split into five or less child deliveries. The exception is logged against
the parent delivery. Seeded value is Information Only as is the recommended
setting.

• WSH_OTM_DEL_SPLIT_LARGE: This exception is logged when Oracle
Shipping Execution has successfully split a delivery. This exception is used
when the delivery is split into six or more child delivery lines. The exception is
logged against the parent delivery. Seeded value is Information Only as is the
recommended setting.

• WSH_OTM_DEL_SPLIT_CHILD: This exception is logged when Oracle
Shipping Execution has created the child delivery after the split. The exception
is logged against the child delivery. Seeded value is Information Only as is the
recommended setting.

• WSH_OTM_DEL_OVERSIZED: This exception is logged when Oracle Shipping
Execution transportation interface rejects a delivery that exceeds the gross
weight limit, while the interface parameter Auto Split Deliveries is set to No.
Seeded value is Information Only, recommended setting is Error, Warning, or
Information Only.

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Carrier Services & Selection - ORACLE TRANSPORTATION

Carrier Services

You setup carrier services in Oracle Transportation Execution. Carrier services are transportation services between an origin and a destination. The origin and destination can be a zip code, city, state, country, geographic region, or a zone. A service can be described as broadly as, between Japan and United States, or as narrowly as, between Taipei and zip code 94065. Service information is uploaded by a shipper.

The service details can include origin, destination, carrier, mode of transport, commodity, service level, equipment, schedules, and so on. You can use the service details to select the appropriate service based on the characteristics of your delivery, and to view the freight rates associated with a service.

Oracle Transportation Execution enables you to set up multiple carriers, and their corresponding services. After setting up carrier services, you can search and compare the services.

Carrier Selection

                            Carrier selection is the method of selecting a carrier that is best suited to                                     transport aparticular shipment based on freight costs, carrier availability,                                   contractual commitments, and customer delivery expectations. Carrier                                       selection focuses heavily on price minimization, but it also take into account                            such criteria as vehicle constraints, commodity constraints, and time                                          windows.

Oracle Transportation Planning enhances Carrier Selection by introducing carrier commitments, which is only available if Oracle Transportation Planning is installed.

Truckload Rating - Oracle Transportation

Truckload Rating

To build and rate a truckload shipment:

1.     Navigate to the Trips page.

2.     Find your trip.

3.     Click the Select Service icon.

4.     Within the Rating Parameters region, enter the following:

•    Mode: Select TL as the mode of transport

•    Carrier: Optionally, select a carrier from the list of values

•    Service Level: Optionally, select the service level

•    Vehicle Type: Select the vehicle type

5.     Click Continue.

6.    Compare the rates of the resulting carriers and pick the one that best suits your business needs.

Finding Proof of Deliveries - Oracle Transportations

To find an existing proof of delivery:

1.     Navigate to the Proof of Delivery page.

                                             2.     Select one of the following from the Search By field:

                                                       •    Bill of Lading

                                                       •    Delivery Name

                                                       •    Tracking Number

                                                       •    Waybill Number

                                     3.     Enter your search criteria and click Go.

                                                             Proof of Delivery Page

Proof of Delivery - Oracle Transportation

Proof of Delivery

A Proof of delivery (POD) is produced upon the receipt of a delivery by a consignee and represents the document that a receiving clerk at the receiving dock signs to show what has been received. A proof of delivery indicates the location, date and time of delivery, and the name of the individual receiving the delivery as well as the number of shipping units, weight and volume delivered. Any short or damaged quantities are also noted.

Your carriers provide proof of delivery through the Oracle XML Gateway (EDI) or by entering the data manually through the Carrier Portal within Oracle Transportation Execution. Once the information is received you can compare the shipped versus delivery quantities of the delivery, and run reports to track any discrepancies.

Tracking a Delivery - Oracle Transportation

Tracking  a Delivery

To track a delivery:

1.     Navigate to the Tracking page.

2.     Search by any of the following:

•    Bill of Lading

•    Seal Identifier

•    Delivery Name

•    License Plate Number

•    Carrier Reference Number

•    Waybill Number

3.     Enter your search criteria.

4.     Click Go.

5.    Click the delivery number in the Delivery row to navigate to the Delivery Summary page.

6.    Click the Track Online icon to navigate to the carrier's web site and view tracking information.

Note: If the carrier's track online setup is not completed, then the track online icon is disabled.

7.     Click the Additional Tracking Information.

Note: If no XML messages are received for the delivery, then the tracking history icon is disabled.

8.     Click View Message History to view all the messages received for the            delivery.

9.     Click Show, in the Details column, to show tracking details.

10.   Click View Proof of Delivery to view the summary of the proof of delivery, if applicable.

Delivery Tracking - Oracle Transportation

Delivery Tracking

Delivery tracking is the process by which you receive information from a carrier on the location of a delivery. A carrier provides continuous feedback at regular intervals on the status of a delivery, and provides proof of delivery (POD) after a shipment has been delivered. Tracking information includes data related to a delivery pickup, in transit events, delivery exceptions, and the delivery receipt information. A standard carrier tracking message can include the following:

•    Pickup location

•    Delivery location

•    Date and time of delivery pickup

•    In transit events

•    Delivery exceptions

The amount of delivery information included in a carrier tracking message depends on the level of tracking provided by the carrier. Some carriers may provide detailed tracking information that includes numerous in transit events. Some carriers may provide limited information such as pickup and delivery events only.

Submitting a Tender - Oracle Transportation

Submitting a Tender

To submit a tender:

1.     Navigate to the Delivery Workbench page. (You can also submit a tender from the

Trips Workbench page.)

2.     Find your delivery.

3.     Click the Tender icon.

Note: A delivery or trip is eligible for tendering if the following two conditions are met:

Service selection is already done for the delivery or trip.

The carrier component of the service assigned is tender enabled.

Load Tendering - Oracle Transportation

Load Tendering

Overview of Load Tendering

A load tender request is a shipment pick up request sent by a shipper to a carrier. In the load tendering process, you can tender a single delivery, multi-leg deliveries, or a trip consisting of multiple deliveries.

Load tendering involves transmitting a load tender request to a carrier and enabling a carrier to respond to the request by accepting or rejecting the request. The load tender request includes Commodity, Hazardous Material Details, Dock Close Time, Freight Terms, Delivery Number(s), and Consignee's Order Number(s). The load tender request enables the carrier to view detailed pickup and delivery information. Carrier remarks entered through the carrier portal tender response can be viewed on the Trip Workbench, detailed information.

Load tendering involves sending a workflow message to a carrier via e-mail. The carrier can logon to the carrier portal and respond to the tender request. Load tendering is primarily used in the less than truckload (LTL), full truckload (TL), and marine modes

of transport. In the small parcel segment, carrier manifesting is equivalent to tendering. Since large number of deliveries are processed in the small parcel environment, it is not effective to tender each delivery to a carrier.

The load tendering functionality provided in Oracle Transportation Execution is implemented using Oracle Workflow.

Note: When tendering an inbound delivery, the carrier site that is associated with the delivery's organization is used.

Note: Tendering, in Oracle Transportation Execution, can be triggered upon release from Oracle Transportation Planning.

Updating Carrier Freight Rates For a Delivery - Oracle Transportation

Updating  Carrier Freight Rates For a Delivery

If an estimated rate on a delivery requires an update, then the delivery message Indicates Rate Requires Update. Adding or deleting items from the delivery or change in the packing configuration can result in the delivery being marked for an update.

Re-rating can be initiated for a delivery or trip with an existing rate even if the reprice flag is setup as no, since some other legs on the same trip may have changed and may cause a change in rate.

To update rates for a delivery:

1.     Navigate to the Delivery Workbench page.

2.     Find your delivery.

3.     Select a delivery and select the action Rate.

Selecting a Service for a Delivery - Oracle Transportation

Selecting  a Service for a Delivery

To select a service for a delivery:

1.     Navigate to the Delivery Workbench page.

2.     Find your delivery.

3.    Select the delivery and click the Select Service icon to view the available services that match the delivery.

4.     Select one of the available services.

5.     Click Submit.

A Confirmation message is displayed.                                                                  

Accessorial Charges - Oracle Transportation

Accessorial Charges

Accessorial charges are fees for additional services in addition to the main transportation service. Accessorial charges can be optional or mandatory, depending on your business needs. Optional charges, such as Assisted Loading charges, are based on those facilities requiring assisted loading. Mandatory accessorial charges are charges such as a fuel surcharge that are applied by the carrier to all shipments. When defining

a shipment or a shipment detail, or requesting a rate estimate, shippers are able to indicate whether any of these services apply, and will provide detailed information about the service. Carriers are able to define accessorial charges based on these services. When calculating a rate, all the accessorial charges that apply for the chosen carrier, commodity, and equipment will be considered.

The following are accessorial charges within Oracle Transportation Execution:

•     Stop off charges: Charges that are applied for stops that exceed the planned number of free stops in a trip

•     Loading charges: Charges that are applied when the facility requests additional people from the carrier, to help load a shipment

•     Assisted loading charges: Charges that are applied when the facility determines that additional staff is needed to load a shipment, based on size, shape, or weight

•     Out of route charges: This charge is applied if a shipments distance is longer than expected

•     Weekday/Weekend layover charges: Applied when a driver is not working and away from their home terminal before being sent to another destination

•    Unloading charges: Charges that are applied when a facility requests              additional carrier employees to assist in unloading a shipment

•     Assisted unloading charges: Charges that are applied when the facility determines that additional staff is needed to unload a shipment, based on size, shape, or weight

•     Handling charges: This charge can be applied whenever handling of a shipment is beyond the standard loading and unloading requirements, for example breaking a pallet

•     Origin surcharge for designated regions or zones: Applied to shipments that originate from a specific location

•     Destination surcharge for designated regions or zones: Applied to shipments that have a destination to a specific location

•     Fuel surcharge: An additional charge accessed by the carrier based on a percentage of the line haul charge

Creating a Delivery Leg - Oracle Transportation

Creating a Delivery Leg

To create a delivery leg:

1.     Navigate to the Delivery Workbench page.

2.     Find your delivery.

3.     Select your delivery and click Manage Itinerary.

4.     To create a new delivery leg, click Create.

5.     From the list of values, select a Pickup Location.

6.     Select a Planned Arrival Date and a Planned Departure Date.

7.     From the list of values, select a Dropoff Location.

8.     Select a Planned Arrival Date and a Planned Departure Date.

9.     Optionally, select a Carrier, Mode of Transport, and Service Level.

10.   Click Apply.