Creating a Location
When creating a location, you should enter as much information as possible. This enables OTM to better plan your orders into shipments.
1. Click Shipment Management > Location Manager.
2. Enter a Location ID of PHOENIX DC.
3. Click Search at the bottom of the page.
OTM displays the Locations results page. 4. Click the ID.
• Note the Location ID is grayed out when editing. Once a business object is created in OTM, the ID can not be changed. The only way to change an ID is to copy the object, enter the new ID, and delete the old object. For each domain, the ID must be unique. Your company may create a naming scheme to control IDs.
• Note the Location Name. The name makes it easier to find an object if the ID is cryptic. • Note the Corporation ID. Each location must be assigned to a corporation.
• Note the address information. OTM can populate the values for latitude and longitude based on known combinations of city, state/province, postal code, and country. • It is possible to have OTM verify part of your address information against data you
know is correct. For example, OTM can prevent you from saving a location if the postal code, city, and country are an unknown combination.
5. Click the Roles tab.
7. Click the Activity Time Definition ID of FIXED STOP TIME 1H.
On the Activity Time Definition page, you can set a fixed stop time and variable stop time. If you have specified both a fixed and variable stop time, OTM adds them together.
• Fixed stop time identifies a set period of time. In this example, the Fixed Stop Time is 1 H (hours).
• Variable stop time is in terms of time per weight, volume, ship units, etc. 8. Close the Activity Time Definition page.
9. Click Save at the bottom of the page.
10. Click the Routing tab.
• Note the Location Classification. Some rates differentiate between residential and commercial locations.
• Note the Service Provider Profile. You can exclude certain carriers from being used for a location or enforce the use of certain carriers for this location. For example, a location has asked that a specific carrier is always used for their location.
• Note the Equipment Group Profile. You can define use or non-use of certain types of equipment for this location. For example, a particular loading dock may not be able to handle 53ft equipment.
• Note the Substitute Location ID. You can define another location where shipments should be picked up or delivered instead of at this location. For example, for the next few weeks, you want to use an alternate location instead of picking up at the usual location.
• Note the Operational Locations section. When transporting goods to/from ports,
airports, or rail ramps, there can be different points within them that goods are delivered to or picked up from. You can have multiple operational locations associated with a location.
Practice 1 - Creating Locations
In addition to creating a source location, you are also going to create the corporation to which the location is assigned.
Creating a Source Location
1. Click Shipment Management > Location Manager.
2. Click New.
OTM displays the Identification tab. 3. Enter a Location ID of PHOENIX DC.
4. Enter a Location Name of PHOENIX DC.
5. Click n (new) next to Corporation ID. OTM displays the Corporation Manager.
6. Enter a Corporation ID of PHOENIX CORP.
7. Enter a Corporation Name of PHOENIX CORPORATION.
8. Click Finished at the top of the page.
OTM returns to the Identification tab.
9. Enter an Address Line of 123 MAIN STREET.
10. Enter a City of PHOENIX. 11. Enter a Province Code of AZ. 12. Enter a Postal Code of 85004. 13. Enter a Country Code of USA.
17. Enter an Activity Time Definition ID of FIXED STOP TIME 1H (already created). This activity time definition specifies a fixed stop time of 1 hour.
18. Click Save to the far right of the Activity Time Definition ID field. 19. Click Save at the bottom of the page.
OTM returns to the Roles tab.
20. Click Finished at the top of the page. OTM displays the confirmation page.
Create a Destination Location
21. Click Create Another. (Shipment Management > Location Manager) OTM displays the Identification tab.
22. Enter a Location ID of LOS ANGELES STORE.
23. Enter a Corporation ID of GENERAL STORE INC (already created). 24. Enter an Address Line of 2100 WILSHIRE BLVD.
25. Enter a City of LOS ANGELES. 26. Enter a Province Code of CA. 27. Enter a Postal Code of 90043. 28. Enter a Country Code of USA. 29. Click Roles at the bottom of the page.
OTM displays the Roles tab. 30. Click New Location Role Profile.
34. Click Save at the bottom of the page. OTM returns to the Roles tab.
35. Click Finished at the top of the page. OTM displays the confirmation page.
Verifying a Destination Location
The location for the San Diego Store has been created for you. Search for the San Diego Store and verify the following data:
Question Enter Your Answers…
What is the stop time for SAN DIEGO STORE? Who is the contact listed for this store?
Adding Locations to a User Favorite
If you want, you can add your new locations as user favorites through Configuration and Administration > Preferences > User Favorites.