Guided Demonstration 1 - Planning Multi-stop Shipments

Planning a Multi-stop Shipment

1. Click Order Management > Order Release > Order Release.

2. Enter an Order Release ID of DEMO.

3. Click Search at the bottom of the page.

Based on your search criteria, OTM displays two order releases.

4. Mark both check boxes.

5. Click Actions > Operational Planning > Create Buy Shipment > Multi-stop.

You can select other actions such as Bulk Plan – Buy or Direct to let OTM decide how best to build shipments.

You see the Build Buy Shipment confirmation page.

Note the View Diagnostics button. This button is not available by default, but it can be added by selecting Diagnostic Log in the user preferences.

6. On the Build Buy Shipment confirmation page, click the View Diagnostics button.

OTM displays the Diagnostics Log Viewer.

• The Diagnostic Log Viewer page opens and displays process steps, entities, duration and status, so you can see the sequence of events and whether they were successful.

• Two of the statuses are Success and Failure. Remember that these are process statuses and Success may not always be good nor may Failure always be bad. For example, the message may be Success for bundling orders but you may not want them bundled.

• Processes vary depending on the process performed. For example, for building shipments, some of the processes you will see are: identify valid itineraries, multi-stop merge shipments, and commit shipments.

• If there is a plus button, you can click on it to view sub-process steps.

7. Scroll down and note the Process Step of Multi Stop – Merge Shipments.

• The status of this process steps indicates that the number of shipments to merge is 2 and that using the “Concurrent Savings Merge” algorithm that these shipments have been combined into 1 shipment.

8. Click the plus button next to Multi Stop – Merge Shipments.

• Note that several new entries appear under Multi Stop – Merge Shipments.

• You see the details for the Multi Stop stats process.

• And finally you see the Commit Shipments process completed successfully. This indicates that the shipment was successfully saved to the database.

9. Close the Diagnostics Log Viewer page.

10. Click the Shipment ID on the Build Buy Shipment confirmation page.

OTM displays the Buy Shipment view page.

• OTM generates the shipment ID using rules defined in the business number generator.

• Note the service provider and transport mode for the shipment.

• Note the Number Of Orders and Number Of Stops. There were two orders, DEMO1 and DEMO2 planned into this single multi-stop shipment. The shipment has three stops.

11. Click the plus sign next to More.

OTM displays additional shipment information including:

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Guided Demonstration 1 - Planning Multi-stop Shipments

• Cost information for the shipment such as Total Actual Cost, Total Weighted Cost, and Planned Cost.

• Start Time and End Time for the shipment. OTM calculates the time window identifying the earliest, best, and latest start time and end time for a shipment.

• Parameter Set ID used for planning the shipment.

• Itinerary used to build the shipment.

• Utilization bars for the weight and volume.

12. Click the Parameter Set ID of DEFAULT.

OTM displays the Parameter Set page.

This is the default planning parameter set that is delivered with OTM.

Parameter sets are used to control the way OTM builds and modifies shipments. They can be specified from some action pages or they can be set to default values based on either user preferences or domain settings.

To set them at the domain level via domain settings, you can go to Configuration and Administration > Domain Management > Domain Settings.

13. Close the Parameter Set page.

14. Click the shipment ID to view the shipment again.

15. Scroll down and click the plus sign next to the Shipment Equipment ID.

OTM displays more details about the equipment used for this shipment including total weight, total volume, and ship unit data.

16. Scroll down to the bottom of the Buy Shipment view page.

OTM displays shipment stop information including all stops included in the shipment. For each stop, you can see the stop type, location, and planned arrival and departure

information.

17. Click the plus sign next to Standard Documents.

This section contains standard documents associated with the shipment. A standard document is an assignment of a document type to a transaction, such as a shipment.

Revisions are kept of standard documents.

Refer to the OTM Transfer of Information session titled 6.3 TOI OTM Document

Management Functional Overview for more information on document set up, generation, and flow.

18. Click the plus sign next to Additional Documents.

This section displays document uploads and reports directly associated with the shipment by a user or through integration. Documents can be associated with the shipment through the Attach Document or the Upload Document actions. Ad hoc documents are documents without a document type that are associated with the shipment.

Viewing Diagnostics Log Files from OTM Menus

If you close the shipment confirmation page and want to go back at a later time and view a diagnostic log file, you can do this via the Process Management menus.

19. Go to Operational Planning > Process Management > Diagnostics > View Diagnostics.

20. Click f (find) next to the Diagnostic Log File ID field.

OTM displays the Diagnostic Log File Finder page.

21. Enter a Start Time of today’s date.

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Guided Demonstration 1 - Planning Multi-stop Shipments

22. Click Search.

OTM displays the Diagnostic Log File search results page.

23. Select a log file to view.

In this example, there is only one file listed and it is selected by default.

24. Click Finish at the top of the page.

OTM displays the View Diagnostics process management page with the ID you selected.

25. Click View Results to view the diagnostic log file.

OTM displays the diagnostic log for the shipment you created earlier in this demonstration.

26. Close the Diagnostic Log Viewer page.

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In document D81894GC10_ag.pdf (Page 76-79)