Important definations or Terminologies:

1. SCM: SCM stands for Supply Chain Management.

Supply chains include a company’s entire manufacturing and distribution process.
They involve every step of the production from planning to manufacturing to
handling defective goods.
The overall goal of these chains is to keep the process running smoothly at all
times and to keep all of the components (i. e. vendors, warehouses, etc.)
connected.

2. TMS: TMS stands for Transportation Management System.

TMS manages all type of operations: like from shippers to consignee, Service
provider, 3PL, moving companies, transportation rental agencies, etc.
This also manages every aspect of vehicle maintenance, fuel costing, routing and
mapping, warehousing, communications, EDI implementations, traveler and cargo
handling, carrier selection and management, accounting etc.

3. OTM:
1. Stands for Oracle Transportation Management.
2. Oracle Transportation Management (OTM), a global transportation and logistics
operations system, allows companies to minimize cost, optimize service levels,
support sustainability initiatives, and create flexible business process automation
within their transportation and logistics networks.
3. OTM supports customers with basic transportation needs as well as those with
highly complex logistics requirements.

4. Modes of Transportation:
a. Air
b. Truck
i Truck Load(TL)
ii Less Than Truck Load(LTL)
c. Ocean
d. Rail
e. Intermodal Or Multi-Modal

5. What is Shipment?
Ans: Shipment refers to any item transported from one point to the other, either
packed or directly loaded on a container/truck.

6. Direct shipment?
Ans: The manufacturer ships directly from the manufacturing plant to the retailer
without using a distribution centre or a warehouse.

7. Multi Stop Shipment?

Ans: 1. A multi-stop shipment lets you manage the pickup and delivery of multiple
orders as a single truckload.
2. A multi-stop truckload is a single shipment that contains multiple orders.
3. A multi-stop shipment is a shipment that uses a single service provider and
equipment with one or more pickup and delivery stops.

8. Inbound Shipping?
It refers the movement of goods from suppliers to company maintained warehouses.

9. Outbound Shipping?
It refers the movement of goods from company maintained warehouses to customer or
another warehouses.

10. Carrier(Service Provider):

Service providers are used for Freight movement from one location to another.
These are Transporation service comapnies that own transporation equipments like
trucks, cargo planes,etc.

11. TL(Full truckload):

It is when service provider arranges complete truck for a single customer from one
point to another.

12. LTL(Less than TruckLoad):

It is when service provider reserves only partial space in the truck for each
customer based on the freight that needs to be shipped for each customer.

13. Requirements to build a shipment:

1. What needs to be shipped?

i Item
ii Packaged Item
iii Packaging Unit
iv Transport Handling Unit
v Ship Unit
vi Commodity

2. Where to be shipped?
i Location

3. How to be shipped?
i Itinerary
ii Equipment

4. Timeline(till what time/duration it needs to be shipped?)

i. Rate Service

5. Cost(at what cost it needs to be shipped?)

i. Rate Offering
ii. Rate Record

6. Who(who will ship?)

i. Service Provider

7. Notification(how will the customer know if it is shipped or not?)

By Contact
 EDI
 Email
 Fax
 FTP
 HTTPPOST
 Service
 Manual
 Message Center
 Queue
 IVR
 SMS
 BPEL

14. What needs to be shipped?

i. Item: Items are things that you manufacture and sell such as chemicals, finished
goods, raw materials, and parts.

ii. Packaged Item: packaged item specifies details on how the item is packaged and
handled so it can be stored and transported properly.
iii.Transport Handling Unit: It represents the object used to hold the goods during
transportation.

iv. Ship units: The entity that will be used when planning orders into shipments.

v. Commodity: It is a way of grouping items together that has something in common,

which is generally used for assigning equipment.
We can specify whether a commodity can ship with another commodity or not.
Ex: 1. We could have a commodity called Frozen Vegetables, and in that commodity we
have Peas, Corn, Broccoli, and Cauliflower.
2. if you have a commodity called Explosives, you can say that it cannot ship
together with the commodity called Fuses.

15. Where to be shipped?

i. Location: Locations represent physical places to which an order can be delivered
or from which an order can be picked up.
They include airports, ports, rail ramps/yards, container pool locations,
distributors, assembly points, plants, vendors, and more.
A customer or a buyer can also be a location.
Locations are required when you:
 Plan for a shipment
 Establish rates for a shipment
 Define itineraries
 Create orders

16. How to be Shipped?

i. Itinerary: It Defines the path or route between two locations and specifies the
constraints for building the shipment.
ii.Equipment: It represents any mode or method of storage or transport used for the
movement of a shipment from one location to another.
iii. Equipment Groups: It identify the kinds of equipment (such as dry vans,
flatbed trucks, container cars, hoppers, tankers, box cars, etc.) that are used to
transport shipments from one destination to another.

Below example describes about the relation of above objects in detail:

Toothpaste is sold in stores by the tube.

The tube would be a Packaged Item.
Six tubes of toothpaste go into a small box.
The small box would be a Packaging Unit.
Five hundred small boxes go onto a pallet.
The pallet would be a Transport Handling Unit.
Twenty pallets fit into a twenty foot container.
The container would be an Equipment Group

17. Timeline(till what time/duration it needs to be shipped?)

i. Rate Service: Rate service determines the time required to transport goods from
one point to another.
Rate service depends on the service type you choose.

18. Cost(at what cost it needs to be shipped?)

i. Rate Offering: A rate offering is a general contract with a service provider.
A single service provider may have several different rate offerings.
ii. Rate Record : It holds the cost details associated with the services provider
by the service provider.

19. Who(who will ship?)

i. Service Provider: Service providers are used for Freight movement from one
location to another.
These are Transporation service comapnies that have their own transporation
equipments like trucks, cargo planes,etc.

20. What is a calendar in OTM?

Ans: A calendar in OTM is used to allow or limit activities on certtain days or
specific times during the day.
Calendars can be created while creating locations and service providers.
Two types:
i. Cyclic calendar: It represents activity that occur in a cycle such as weekly.
ii. Annual calendar: It covers a period of time that does not repeat.

21. Calendar activity:It includes:

i. Receive: A location is open for receiving goods.
ii. Load: A location is ope for loading goods.
iii. Pickup: The location is open for service providers to pickup goods for
transport.
iv. Office hours: The location is open for receiving goods,phone
calls,emails,sms,etc.

22. Calendar Override: It is used to represent holidays or days where the calendar
may not apply.

23. Order Base: Order Base in OTM represents the total amount of product ordered.
Its a requirement for movement of goods from one location to another location.

24. Order release: An Order Release signifies that an order is ready for shipment.

25. Buy Shipment: Buy shipments are those shipments when a shipper itself or 3PL
purchases a shipment from a service provider.

26. Sell Shipment: Sell Shipments are those shipments used by a 3PL or which plan
their customer’s or client’s transportation and bill them for their services.
In other words they are selling transportation.

27 What is Automation Agent?(Technical)

Ans: Automation Agents help you to automate many manual procedures in OTM.
If you have repetitive tasks, you can save time by letting an Automation Agent in
OTM do it for you.

28. What is the Structure of an Automation Agent?

An Automation Agent consists of:
• Agent Header
• Actions
• Error Handler
Agent Header: Agent Header Defines triggers and conditions for execution.
Actions: Action defines what Agent Actions to execute when the conditions are true.
Error Handler: It Defines what Agent Actions to execute if an error occurs while
trying to execute the
First set of Agent Actions.

STEPS TO CRETAE MULTI-STOP&MULTI-LEG TRANSPORATION

1. Understand the problem statement or scenario which they have given.

2. Go to Oracle cloud instance website: https://otmgtm-test-
ejcb.otm.em2.oraclecloud.com/GC3/glog.webserver.home.HomeServlet

Steps to Create Multi-stops or Multiple locations:

3. Now we have to create locations(acc to scenario):In the search box type location
manager.
4. Click on new to create new location
5. Give location id:anything(acc to scenario for ex: DTDC_BENGALURU)& give name as
BANGALORE.
6. Create new corportion ID or select exisiting one according to scenario.
7. Give address lines&pin code if it is necessary otherwise it is not mandatory.
8. Give Country code according to scenario(ex IN for INDIA).
9. Give latitude and longitude of that location(ex BENGALURU)
10.CLick on Roles and click on new location role profile
11. select SHIPFROM/SHIPTO and now u can add calendar details if they ask in the
question and click on routing tab(if the details are given u can add in routing tab
otherwise it is not mandatory)
12. To create new calendar: go to roles tab->click on new location profile button
13. Click on + button
14. Give anything for calendar id acc to scanerio(ex: 6am to 9pm)
15.Click on Next
16. Select Day,Start time,end time,activity.
17. Click on Save.
18. Select Activity calendar overrides option.
19. Give anything for override name acc to scanerio(ex: christmas)
20. Select Start date acc to scanerio(ex: 25/12/2022)
21. Select Start Time acc to scanerio(ex: Midnight:00)
22. Select End Time acc to scanerio(ex: 11pm and 59min)
23. Select Activity acc to scanerio(ex: Closed)
24. Click on Save and Finished. Your Calendar will be created.
25.CLick on communication&Remarks tab. Here u can give communucation method by
email or phone and give that details.
26.Click on finished. Your location is created.
27. Repeat from step 3 to step 13 for multiple locations or multi stops.

Steps to Create Regions

15. In search box type Regions. Click on new.

16. Give any name for region id(ex for banglore,delhi,mumbai,agra im giving as
South_West_North)
17.Click on new region detail and select Geo Hirerachy ID
18. Select any geo hirerachy id from the list or you can create new one as
location,state/province etc(for ex we have selected location becoz we have created
location from step3-step14)
19. now select previously created location id's(dtdc_bengaluru &other3)
20. Click on Save and Finished. Your Regions are created now.

Steps to Create Rate Service

21. In search box type Rate Service. Click on new

22. Give any name for Rate Service Id acc to scenario(ex: DTDC_TEST1)& give any any
name that describes that rate service.
23. select rate service type from the list acc to scenario(i have selected as
Simulation becoz we can define specific distances, speeds and time windows & you
can select others from the list acc to their use and requirements)
24. Click on Details.
25. Now give any distance(in miles),Speed(in mph) and click on save. Distance and
Speed are used together to compute how long a trip takes.
26. Repeat step25 for 3-4 distances&speeds.Click on Save for each one.
27. Click on Finished. Your Rate Service is Created.
STEPS TO CREATE RATE OFFERING

28. In serach box type Rate Offering.Click on new.

29. Give any name for offering id acc to scenario(for ex DTDC_TEST1)
30. Select offering type from the list acc to scenario(for ex TL-Truckload,LTL-Less
than truckload,etc).It is does not depend on Transport mode, so you can select any
one.
31.Now you can create new Service Provider ID or you can search and select
exisiting one)
32. To create new service provider id, click on + button.
33. give any service provider/location id(you can give as dtdc,fedex,etc)
34. select mode profile acc to scanerio(ex: TL)
35. give country code acc to scenario(ex: IN-India)
36. Click on Communications&Remarks and give the details if it is required or else
dont fill anything.
37. Click on finsihed. YOur Service Provider is created.
38. Select transport mode acc to scenario(ex: TL), perspective:All, currency: usd.
39. Select Rate service id that you have created previously(ex:DTDC_TEST1)
40. now create new version by clicking on + button.(Rate versions control the
validity of a rate offering by defining the time period during which a rate
applies. Typically, a rate is valid for a few months to a year, and then a new
version takes effect.)
41. Give any rate version ID(ex: DTDC_151103)
42. Select effective and expiration rate so that in this period the rate will be
valid.
43. Click on Finished. Your Rate Version ID is created.
44. Select Exchange Rate ID as Default.(We use this for calculating cost)
43. Click on Attributes, you can fill the details acc to scneario)
44. below stops tab, create new or existing rate distance id.
45. to create new rate distance id, click on + button.
46. give any rate distance id acc to scneario(dtdc_test1)
47. Select distance type from the list(lookup or estimate)
48. Lookup: Oracle Transportation Management uses the values you entered in power
data. No estimating is required.
49. Estimate: Oracle Transportation Management estimates the distance based on
latitude/longitude and the Short and Long Cutoff values and Factors entered in the
next fields.
50. Click on finished. your rate distance is created.
51. Click on Finished. Your Rate offering is created.

STEPS TO CREATE RATE RECORD:

52. In search box type Rate Record and click on new.

53. Give previously created rate offering id and select contains
option(ex:DTDC_TEST1)
54. Click on Search and select that offering id and click on finish.
55. Rate record id will be automatically created by OTM.
56. Scroll down and go to Source Region.
57. now you can select source region as existing region wch u have created in
step15-20(ex: South_West_North)
58. Same as source region for destination also.
59. Click on Attributes. You can fill the details that are required.
60. Click on Rate Costs and select add a cost button
61. Fill the details that are required acc to scenario(cost type: charge, amount:
500 usd, basis: Shipment or anything acc to requirment)
62. Click on Save.
63. Click on Finished. Your Rate Record is created.
STEPS TO CREATE ITINERARY

64. In search box type ITINERARY MANAGER and click on new.

65. Give any unique name for itineary id(ex: DTDC_TEST1) and any name for itineary
name(ex: DTDC)
66 Select Perspective as: ALL(The perspective determines whether the itinerary is
used for buy or sell shipment services or ALL)
67. Select Itineary Type as: Active(Active means that the itinerary can be used in
shipment planning.)
68. Select Source&Destination Region from the previously created region(step15-20).
69. Give tick mark for Pool-CrossDock Itineary.
70. Click on Lane Definitions and click on list legs.
71. Click on new leg.
72. give sequence number anything(ex 1,2,etc) and give leg name anything(ex: n)
73. Select previously created rate record id(ex: DTDC_TEST1-000001)
74. Select Equipment Assignment Type as Optimize Eqiupment(acc to scenario change
it)
75. Select auto consolidation type as : consol into one equip.
76. select location role as: SHIPFROM/SHIPTO(acc to scanerio change it)
77. Select mode profile id as: TL
78. Select previosly created equipment group profile id or create new one.(ex:
45_ft_trailor)
79. click on save and finished.
80. your itineary is created

STEPS TO CREATE ORDER RELEASE

81. In search box type Order Release and click on new

82. give anything for order release id(ex: dtdc_or_1)
83. select order configuration acc to scenario(ex: shipunits)
84. Select source location id that you created from step3-14 and same for
destination(source: dtdc_benagluru, dest: dtdc_mumbai)
85. Repeat step-84 for 3 different destinations(mumabi,agra,delhi)
86. Select totl weight and total volume acc to scanerio(ex: 100 lb and 100 cuft)
87. Click on ship unit and click on new ship unit
88. give total gross weight,total gross volume and gross weight per ship unit and
gross volume per ship unit.
89. scroll down to lines. Here we can new create new line item or if we leave blank
automatically OTM will create a default line item
89. Click on save and finished.
90. your order release will be created for one source and one dest location
91. repeat this steps for multi-stops(ex: agra,mumbai,delhi). You can do this by
selecting the order release that u have created just now, click on actions->order
management->utiliites->copy order release

STEPS TO CREATE BUY SHIPMENT FROM ORDER RELEASE

92. now search and select all the order releases that you have created
93. Click on Actions->Opeartional Planning->Create Buy Shipment->Multi-stops
94. Your Buy shipment is created for multi stops.
95. To view copy the shipment id and search for buy shipment and paste the id. Now
u can see all the details of the shipment in stops tab like which is P-Pickup, D-
Dropoff.
96. So now we have created one shipment for three order releases. Eariler we used
to create single only.
97. It saves time,cost,etc.
Creating an Automation Agent
1.An agent operates against a specific business object such as order base, order
release, shipment, sell side shipment, and so on.
2.For example, you could create an agent that listens for order base modifications
from a specific order owner,
If modifications are detected the agent can direct OTM to:
i. Fully propagate the order base change by unassigning its order release from an
existing shipment and build a new shipment.
ii. Acknowledge the order modification and set the appropriate statuses.
iii.Notify the planner via email, fax, or some other communication method.

Steps For creating an Agent

1. Choose Business Process Automation > Agents and Milestones > Automation Agent
from the navigation frame.
2. Click New on the Search page to create a new agent. Complete the following
(required) fields:
 Agent ID
 Agent Type
Click the Active check box if you want the agent to be turned on when you are
finished creating it.
Choose a domain for the agent from the Domain Name field.
Add one or more events to the agent.
 If you have chosen multiple events, OTM initiates action when any one of those
events occurs.
Click
(if it appears) next to any event to set one of the following parameters:
Source - Use this parameter to identify the way in which an event takes place:
 User - If the event occurs as a result of a person using the OTM user interface.
 Integration - If the event occurs as a result of an XML document that is imported
into OTM via integration.
 Internal - If the event is caused by standard OTM workflow processing.
Before Persist - Use this parameter when you want to use the Persist/Don't Persist
actions.
Status Type and Status Value - Use these parameters for status-related events.
Use the Saved Condition field to optionally enter (or find) a condition or create a
new one. (Before executing any actions for an event, an agent always checks the
business object for a saved condition.)
Click View/Enter Actions to define actions for the agent.
Click Add Action.
 Choose an action from the drop-down list, then complete any parameters that may
appear for the action.
 Click Save. Each action appears on a separate line followed by the Insert
icon. Click this icon to insert additional actions and construct the action body to
your requirements.
 Click the
icon next to an action to display the parameters you defined and make any necessary
changes.
 Click the
icon to remove an action from the list.
 Click Next to define the error actions for the agent.
Use the Error Handler section to construct a list of actions that will customize
how the system reacts to an error condition during agent execution. Click adds
action
By default, the agent error handler is empty, which means that the system does
nothing when an error occurs (aside from logging the error).
Click Finished to save the agent.
30.Saved Conditions: A saved condition is one or more saved queries that contain
search criteria,
If the criteria defined in a saved condition is met, the agent proceeds to execute
its actions, otherwise the agent is ignored.

31. Saved Queries: It is a collection of criteria which must be met to satisfy a

search.

32. External Systems: An external System is any other remote system where you can
store or use OTM data.
Ex: I want to send a copy of all orders to a remote directory which it can be
viewed by others in the organization, we use this external systems.

33. Integeration: OTM integrates transportation planning, execution, freight

payment, and business process automation in a single application across all modes
of transportation.

34. Document creation: documents can be created acc to requirements in different

formats like pdf,xlsx,html,xml,etc.

Steps to create external system,interfaces,webservices,documents, XMl Stylesheets

and Out XML profiles.

35. In search box type: External systems.

36. Give any name for external system id acc to scanerio
37. Go to Web service. Click on + button to create new Web service.
38. Enter a WSDL(Web services description language) document.
39. Click on + button to create new WSDL document.
40. Select Databases as Content Management System.
41. Click on Document details.
42. Enter id acc to scanerio.
43. Enter Storage as URL.
44. Enter the URL(provided by another team)
45. Click on Finished. Your Web service is created.
46. Go to OUT XML Profiles.
47. Create a new or existing ID.
48. To create new id, click on + button.
49. Here we must include the xpath.
50. To find xpath, go to Business process automation->Db XML export.
51. Enter Export Object Type as : DB Object.
52. Enter DB Object: Shipment(change it acc to scanerio)
53. Enter where clause: Put SHIPMENT ID(change it acc to scanerio)
54. CLick on Run. you get XML Format code.
55. Copy the xml code and in browser(new tab) type xmlgrid.net website.
56. Paste the xml code in the textbox. Click on Submit.
57. Click on dbxml: Transaction_set(change it acc to scanerio)
58. Click on Shipment->Shipment_GID(column name).
59. Click on show xpath. You get the xpath for that particular
column(Shipment_gid).
60. Copy the xpath and paste in included xpath field. Click on Save.
61. Click Finished. your out xml profile id is created.
62. Enter xml element id from the list(change it acc to scanerio).Click on Save.
63. Click on Finished.
64. Your External system, Webservices,Documents, XMl Stylesheets, Webservices, Out
XML profiles are created.

65. Actions: An action is created, which create a notification when even we

manually invoke an Agent
that on an Order Release that has newly created (In real world scenario, if an
agent could
not be fired completely due to some data Error, we can manually run the automation
agent).

STEPS To create an Action

1.go to Configuration and Administration > User Configuration > Actions Manager
2.Select an appropriate label for the new Action or create a new label, Agent
Definition ID
and Agent ID that we wish to manually invoke.