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(1)Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. s ) ha. om c ฺ le eฺ c a OTM 6.3 Core Competence or Guid @ t ut dent m i th Activity tu Guide n S Student a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. D81894GC10 Edition 1.0 January 2013 D84946. a.

(2) Copyright © 2014, 2010, Oracle and/or its affiliates. All rights reserved.. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.. om c ฺ Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks leof theireฺ c respective owners. a or Guid @ t ut dent Authors m i th Stu n Julie Poindexter and Sheryl Slopey a ulik e this h ฺ ik o us h Technical Contributors and Reviewers t r t aand Doug k e ( Julie Poindexter, Sheryl Slopey Leard s tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. s ) ha. Trademark Notice. K. a.

(3) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Table of Contents OTM 6.3 Core Competence Activity Guide ....................................................................................................1-1 Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices..............1-3 Objectives ......................................................................................................................................................1-4 Lesson 1: Course Overview ...........................................................................................................................1-5 Lesson 2: OTM Terminology ..........................................................................................................................1-6 Lesson 3: Navigating OTM .............................................................................................................................1-7 Guided Demonstration 1 - Logging into and Navigating in OTM ................................................................1-8 Practice 1 - Logging into OTM....................................................................................................................1-11 Solution – Logging into OTM ......................................................................................................................1-13 Practice 2 - Navigating the OTM Online Help.............................................................................................1-14 Solution – Navigating the OTM Online Help ...............................................................................................1-15 Practice 3 - Creating an OTM Nickname ....................................................................................................1-16 Solution – Creating an OTM Nickname ......................................................................................................1-17 Guided Demonstration 2 - Viewing Additional OTM Resources .................................................................1-18 Lesson 4: Adding and Retrieving OTM Data ..................................................................................................1-22 Guided Demonstration 1 - Searching in OTM ............................................................................................1-23 Guided Demonstration 2 - Adding and Editing Records .............................................................................1-25 Guided Demonstration 3 - Creating and Running Saved Queries ..............................................................1-28 Practice 1 - Querying for Records ..............................................................................................................1-29 Solution – Querying for Records ................................................................................................................1-30 Practice 2 - Adding and Editing Records ....................................................................................................1-31 Solution – Adding and Editing Records ......................................................................................................1-33 Practice 3 - Creating Saved Queries ..........................................................................................................1-34 Solution – Creating Saved Queries ............................................................................................................1-35 Lesson 5: Setting OTM Preferences ..............................................................................................................1-36 Guided Demonstration 1 - Creating and Viewing Business Monitors .........................................................1-37 Practice 1 - Copying and Editing User Preferences ...................................................................................1-39 Solution – Copying and Editing User Preferences .....................................................................................1-40 Practice 2 - Assigning User Preferences ....................................................................................................1-41 Solution – Assigning User Preferences ......................................................................................................1-42 Lesson 6: Customizing OTM ..........................................................................................................................1-43 Guided Demonstration 1 - Viewing Custom Manager Layouts, Screen Sets and Menus ...........................1-44 Guided Demonstration 2 - Viewing Results of Customization ....................................................................1-47 Guided Demonstration 3 - Working with Advanced Layouts. .....................................................................1-50 Lesson 7: Business Scenario: Creating and Orders and Planning Shipments in OTM ..................................1-51 Lesson 8: Managing Orders in OTM ..............................................................................................................1-52 Guided Demonstration 1 - Viewing Order Releases with Line Items ..........................................................1-53 Guided Demonstration 2 - Viewing Order Releases with Ship Units ..........................................................1-55 Practice 1 - Creating Order Releases with Line Items ................................................................................1-57 Solution – Creating Order Releases with Line Items ..................................................................................1-60 Lesson 9: Viewing OTM Statuses ..................................................................................................................1-61 Guided Demonstration 1 - Viewing Order Release Statuses......................................................................1-62 Practice 1 - Viewing Order Release Statuses ............................................................................................1-63 Solution – Viewing Order Release Statuses...............................................................................................1-64 Lesson 10: Planning Shipments .....................................................................................................................1-65 Guided Demonstration 1 - Planning Multi-stop Shipments .........................................................................1-66. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents i. a.

(4) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Guided Demonstration 2 - Mapping Multi-stop Shipments .........................................................................1-69 Practice 1 - Planning Multi-stop Shipments ................................................................................................1-71 Solution – Planning Multi-stop Shipments ..................................................................................................1-72 Practice 2 - Mapping Shipments ................................................................................................................1-73 Solution – Mapping Shipments...................................................................................................................1-74 Practice 3 - Viewing Order Statuses ..........................................................................................................1-75 Solution – Viewing Order Statuses .............................................................................................................1-76 Lesson 11: Manually Modifying Shipments ....................................................................................................1-77 Guided Demonstration 1 - Changing Service Providers .............................................................................1-78 Practice 1 - Changing Service Providers ....................................................................................................1-79 Solution – Changing Service Providers ......................................................................................................1-80 Lesson 12: Tendering Shipments...................................................................................................................1-81 Guided Demonstration 1 - Tendering Shipments and Accepting Tenders .................................................1-82 Guided Demonstration 2 - Sending Open Tenders ....................................................................................1-84 Practice 1 - Tendering Shipments ..............................................................................................................1-85 Solution – Tendering Shipments ................................................................................................................1-86 Practice 2 - Accepting Tenders ..................................................................................................................1-87 Solution – Accepting Tenders ....................................................................................................................1-88 Lesson 13: Entering Shipment Tracking Events ............................................................................................1-89 Guided Demonstration 1 - Entering Shipment Tracking Events and Viewing Stop Times ..........................1-90 Practice 1 - Entering Shipment Tracking Events ........................................................................................1-92 Solution – Entering Shipment Tracking Events ..........................................................................................1-93 Practice 2 - Viewing Stop Times on the Shipment .....................................................................................1-94 Solution – Viewing Stop Times on the Shipment........................................................................................1-95 Lesson 14: Visibility for Orders and Shipments ..............................................................................................1-96 Guided Demonstration 1 - Viewing Order and Shipment Information .........................................................1-97 Practice 1 - Tracking and Tracing Shipments.............................................................................................1-98 Solution – Tracking and Tracing Shipments ...............................................................................................1-99 Practice 2 - Viewing Public Tracking Information .......................................................................................1-100 Solution - Viewing Public Tracking Information ..........................................................................................1-101 Lesson 15: Business Scenario: Configuring OTM to Build and Tender a Multi-stop Shipment ......................1-102 Lesson 16: Creating Locations and Corporations ..........................................................................................1-103 Guided Demonstration 1 - Creating Locations ...........................................................................................1-104 Practice 1 - Creating Locations ..................................................................................................................1-106 Solution – Creating Locations ....................................................................................................................1-108 Lesson 17: Creating Calendars ......................................................................................................................1-109 Guided Demonstration 1 - Creating Calendars ..........................................................................................1-110 Practice 1 - Creating Calendars .................................................................................................................1-111 Solution – Creating Calendars ...................................................................................................................1-113 Lesson 18: Creating Contacts ........................................................................................................................1-114 Guided Demonstration 1 - Creating Contacts.............................................................................................1-115 Practice 1 - Creating Contacts ...................................................................................................................1-116 Solution – Creating Contacts......................................................................................................................1-117 Lesson 19: Creating Commodities and Items ................................................................................................1-118 Guided Demonstration 1 - Creating Commodities ......................................................................................1-119 Practice 1 - Creating Commodities .............................................................................................................1-120 Solution – Creating Commodities ...............................................................................................................1-121 Guided Demonstration 2 - Viewing Items and Packaged Items .................................................................1-122 Practice 2 - Creating Items .........................................................................................................................1-124. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents ii. a.

(5) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Solution – Creating Items ...........................................................................................................................1-126 Lesson 20: Creating Equipment Groups and Equipment Group Profiles .......................................................1-127 Guided Demonstration 1 - Creating Equipment Groups .............................................................................1-128 Practice 1 - Creating Equipment Groups ....................................................................................................1-129 Solution – Creating Equipment Groups ......................................................................................................1-130 Guided Demonstration 2 - Creating Equipment Group Profiles ..................................................................1-131 Practice 2 - Creating Equipment Group Profiles.........................................................................................1-132 Solution – Creating Equipment Group Profiles ...........................................................................................1-133 Practice 3 - Assigning Equipment Group Profiles .......................................................................................1-134 Solution – Assigning Equipment Group Profiles .........................................................................................1-135 Lesson 21: Creating Service Providers ..........................................................................................................1-136 Guided Demonstration 1 - Creating Service Providers ...............................................................................1-137 Practice 1 - Creating Service Providers......................................................................................................1-139 Solution – Creating Service Providers ........................................................................................................1-140 Practice 2 - Adding Service Provider Contacts...........................................................................................1-141 Solution – Adding Service Provider Contacts .............................................................................................1-142 Practice 3 - Adding Service Provider Contact Details ................................................................................1-143 Solution – Adding Service Provider Contact Details ...................................................................................1-146 Lesson 22: Configuring Contact Notification ..................................................................................................1-147 Guided Demonstration 1 - Configuring Contact Notification .......................................................................1-148 Practice 1 - Configuring Contact Notification ..............................................................................................1-149 Solution – Configuring Contact Notification ................................................................................................1-150 Lesson 23: Configuring Automation Agents ...................................................................................................1-151 Guided Demonstration 1 - Viewing Automation Agents .............................................................................1-152 Practice 1 - Creating Automation Agents ...................................................................................................1-153 Solution – Creating an Automation Agent ..................................................................................................1-154 Lesson 24: Contract Management .................................................................................................................1-155 Lesson 25: Configuring Rate Distance ...........................................................................................................1-156 Guided Demonstration 1 - Configuring Rate Distances ..............................................................................1-157 Lesson 26: Configuring Rate Service .............................................................................................................1-159 Guided Demonstration 1 - Creating Rate Services ....................................................................................1-160 Practice 1 - Creating Rate Services for Truckload .....................................................................................1-163 Solution – Creating Rate Services for Truckload........................................................................................1-164 Lesson 27: Creating Rate Offerings for Truckload .........................................................................................1-165 Guided Demonstration 1 - Creating Rate Offerings....................................................................................1-166 Practice 1 - Creating Rate Offerings for Truckload .....................................................................................1-168 Solution – Creating Rate Offerings for Truckload .......................................................................................1-170 Lesson 28: Creating Rate Records for Truckload ..........................................................................................1-171 Guided Demonstration 1 - Creating Rate Records .....................................................................................1-172 Practice 1 - Creating Rate Records for Truckload ......................................................................................1-174 Solution – Creating Rate Records for Truckload ........................................................................................1-176 Lesson 29: Configuring Rate Preference and Rate Quality Factor.................................................................1-177 Guided Demonstration 1 - Creating and Enabling Rate Preferences .........................................................1-178 Practice 1 - Creating and Enabling Rate Preferences ................................................................................1-180 Solution – Creating and Enabling Rate Preferences ..................................................................................1-181 Guided Demonstration 2 - Creating and Assigning a Rate Quality.............................................................1-182 Practice 2 - Creating a Rate Quality ...........................................................................................................1-183 Solution – Creating a Rate Quality .............................................................................................................1-184 Practice 3 - Assigning a Rate Quality .........................................................................................................1-185. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents iii. a.

(6) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Solution – Assigning a Rate Quality ...........................................................................................................1-186 Lesson 30: Querying for Truckload Rates .....................................................................................................1-187 Practice 1 - Querying for Truckload Rates .................................................................................................1-188 Solution – Querying for Truckload Rates ...................................................................................................1-189 Lesson 31: Creating Rate Offerings and Rate Records for Less Than Truckload .........................................1-190 Guided Demonstration 1 - Creating Weight Break Profiles ........................................................................1-191 Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records ...............................1-192 Guided Demonstration 3 - Viewing Master Rate Offerings and Rate Records ...........................................1-194 Practice 1 - Creating Master Rate Offerings...............................................................................................1-195 Solution – Creating Master Rate Offerings .................................................................................................1-196 Practice 2 - Creating Master Rate Records ................................................................................................1-197 Solution – Creating Master Rate Records ..................................................................................................1-199 Lesson 32: Creating Itineraries ......................................................................................................................1-200 Guided Demonstration 1 - Viewing Itineraries ............................................................................................1-201 Practice 1 - Creating Multi-stop Itineraries .................................................................................................1-203 Solution – Creating Multi-stop Itineraries....................................................................................................1-204 Practice 2 - Querying Route and Rates ......................................................................................................1-205 Solution – Querying Route and Rates ........................................................................................................1-207 Lesson 33: Creating and Releasing Order Bases ..........................................................................................1-208 Guided Demonstration 1 - Viewing Order Bases........................................................................................1-209 Guided Demonstration 2 - Releasing Order Bases with Line Items ...........................................................1-211 Practice 1 - Creating Order Bases with Line Items .....................................................................................1-212 Solution – Creating Order Bases with Line Items .......................................................................................1-215 Lesson 34: Bulk Planning Order Releases .....................................................................................................1-216 Guided Demonstration 1 - Bulk Planning Order Releases .........................................................................1-217 Practice 1 - Bulk Planning Order Releases ................................................................................................1-220 Solution – Bulk Planning Order Releases ..................................................................................................1-222 Lesson 35: Re-sequencing Shipment Stops ..................................................................................................1-223 Guided Demonstration 1 - Re-sequencing Stops .......................................................................................1-224 Practice 1 - Re-sequencing Stops ..............................................................................................................1-225 Solution – Re-sequencing Stops ................................................................................................................1-227 Practice 2 - Tendering Shipments ..............................................................................................................1-228 Solution – Tendering Shipments ................................................................................................................1-229 Practice 3 - Declining a Tender as Service Provider ..................................................................................1-230 Solution – Declining Tender as Service Provider .......................................................................................1-231 Practice 4 - Viewing the Status of Shipments as Transport Planner ..........................................................1-232 Solution – Viewing the Status of Shipments as Transport Planner ............................................................1-234 Practice 5 - Accepting Tenders and Viewing Shipment Status...................................................................1-235 Solution – Accepting Tenders and Viewing Shipment Status .....................................................................1-236 Lesson 36: Business Scenario: Building a Multi-leg Shipment .......................................................................1-237 Lesson 37: Viewing Public Data ....................................................................................................................1-238 Guided Demonstration 1 - Viewing Public Locations ..................................................................................1-239 Practice 1 - Viewing Public Locations ........................................................................................................1-240 Solution – Viewing Public Locations ...........................................................................................................1-241 Lesson 38: Viewing Items .............................................................................................................................1-242 Practice 1 - Viewing Items ..........................................................................................................................1-243 Solution – Viewing Items ............................................................................................................................1-244 Lesson 39: Viewing Equipment Groups and Equipment Group Profiles for Ocean ........................................1-245 Practice 1 - Viewing Equipment Groups and Equipment Group Profiles for Ocean ...................................1-246. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents iv. a.

(7) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Solution – Viewing Equipment Groups and Equipment Group Profiles for Ocean .....................................1-247 Lesson 40: Viewing Service Providers and Rate Offerings for Truckload Leg One.......................................1-248 Practice 1 - Viewing Service Providers and Rate Offerings for Truckload Leg One ...................................1-249 Solution – Viewing Service Providers and Rate Offerings for Truckload Leg One .....................................1-250 Lesson 41: Creating Rate Offerings and Rate Records for Vessel ...............................................................1-251 Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel ........................................1-252 Practice 1 - Creating a Rate Offering for Vessel ........................................................................................1-254 Solution – Creating a Rate Offering for Vessel...........................................................................................1-255 Practice 2 - Creating a Rate Record for Vessel..........................................................................................1-256 Solution – Creating a Rate Record for Vessel ............................................................................................1-257 Lesson 42: Defining Accessorials and Special Services ..............................................................................1-258 Guided Demonstration 1 - Defining Accessorials or Special Services .......................................................1-259 Guided Demonstration 2 - Defining Accessorials .......................................................................................1-261 Guided Demonstration 3 - Defining Special Services .................................................................................1-263 Practice 1 - Defining Accessorials on a Rate Record .................................................................................1-264 Solution – Defining Accessorials on a Rate Record ...................................................................................1-265 Lesson 43: Viewing Rate Offerings and Rate Records for the Final Truckload Leg .......................................1-266 Practice 1 - Viewing Service Providers and Rate Offerings for the Final Truckload Leg ............................1-267 Solution – Viewing Service Providers and Rate Offerings for the Final Truckload Leg ..............................1-268 Lesson 44: Querying for Truckload and Vessel Rates ...................................................................................1-269 Practice 1 - Querying for Truckload and Vessel Rates ...............................................................................1-270 Solution – Querying for Truckload and Vessel Rates .................................................................................1-272 Lesson 45: Creating Multi-leg Itineraries .......................................................................................................1-273 Guided Demonstration 1 - Viewing Itinerary Leg Details for a Multi-leg Itinerary .......................................1-274 Practice 1 - Creating a Multi-leg Itinerary ...................................................................................................1-276 Solution – Creating a Multi-leg Itinerary .....................................................................................................1-278 Lesson 46: Querying for Route and Rates .....................................................................................................1-279 Practice 1 - Querying for Route and Rates.................................................................................................1-280 Solution – Querying for Route and Rates ...................................................................................................1-281 Lesson 47: Configuring Auto Assignment Rules ...........................................................................................1-282 Guided Demonstration 1 - Viewing Auto Assignment Rules.......................................................................1-283 Practice 1 - Configuring Auto Assignment Rules........................................................................................1-284 Solution – Configuring Auto Assignment Rules ..........................................................................................1-285 Lesson 48: Creating Order Releases .............................................................................................................1-286 Guided Demonstration 1 - Viewing Order Releases ...................................................................................1-287 Practice 1 - Creating Order Releases ........................................................................................................1-289 Solution – Creating Order Releases ...........................................................................................................1-291 Lesson 49: Configuring Audit Trail .................................................................................................................1-292 Guided Demonstration 1 - Configuring Audit Trail ......................................................................................1-293 Lesson 50: Planning a Multi-leg Shipment .....................................................................................................1-295 Practice 1 - Planning Multi-leg Shipments ..................................................................................................1-296 Solution – Planning Multi-leg Shipments ....................................................................................................1-298 Lesson 51: Viewing Order Movements ..........................................................................................................1-299 Guided Demonstration 1 - Viewing Order Movements ...............................................................................1-300 Practice 1 - Viewing Order Movements ......................................................................................................1-302 Solution – Viewing Order Movements ........................................................................................................1-303 Lesson 52: Network Routing ..........................................................................................................................1-304 Appendix A: Viewing OTM Log Files ..............................................................................................................1-305 Guided Demonstration 1 - Viewing the System Log File ............................................................................1-306. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents v. a.

(8) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Guided Demonstration 2 - Creating a User Log File ..................................................................................1-309 Appendix B: Importing and Exporting Static Data via CSV ...........................................................................1-311 Guided Demonstration 1 - Viewing the Data Dictionary .............................................................................1-312 Guided Demonstration 2 - Exporting CSV Data .........................................................................................1-314 Practice 1 - Exporting an OTM Corporation as a CSV File.........................................................................1-316 Solution – Exporting an OTM Corporation as a CSV File ...........................................................................1-317 Practice 2 - Editing the Corporation CSV File ............................................................................................1-318 Solution – Editing the Corporation CSV File...............................................................................................1-319 Guided Demonstration 3 - Importing a CSV File ........................................................................................1-320 Practice 3 - Importing Your Edited Corporation CSV File ...........................................................................1-322 Solution - Importing Your Edited Corporation CSV File ..............................................................................1-323 Practice 4 - Verifying New Corporation Now Exists in OTM .......................................................................1-324 Solution - Verifying New Corporation Now Exists in OTM ..........................................................................1-325 Appendix C1: Configuring Pre-scheduled Milk Runs......................................................................................1-326 Appendix C2: Creating Trip Templates ..........................................................................................................1-327 Guided Demonstration 1 - Copying a Static Trip Template ........................................................................1-328 Guided Demonstration 2 - Creating a Dynamic Trip Template ...................................................................1-330 Guided Demonstration 3 - Creating an Itinerary and a Rate Offering .........................................................1-332 Appendix C3: Working with Templates ..........................................................................................................1-334 Guided Demonstration 1 - Generating Trips...............................................................................................1-335 Guided Demonstration 2 - Planning Order Releases .................................................................................1-337 Guided Demonstration 3 - Releasing Trips ................................................................................................1-338 Guided Demonstration 4 - Adding Order Releases to a Trip ......................................................................1-339. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents vi. a.

(9) Preface. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Profile Before You Begin This Course Before you begin this course, you should be able to: • Explain the transport process of your company • Understand the basics of transportation and logistics processes How This Course Is Organized OTM 6.3 Core Competence is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.. s ) ha. Related Publications. om c ฺ Oracle Publications le eฺ c a Title Number orPartG uid @ t t utE38415-02 Oracle Transportation Management Administration Guide n e m i Release 6.3 h Stud t n ika Release Oracle Transportation Management Installation Guide l this E38416-02 u h 6.3 ฺ e ik o us h t r Oracle Transportation Management Migration a se tGuide Release 6.3 E38417-02 k ( n Architecture Guide E38415-02 tt cTechnical Oracle Transportation Management e u i m l Release 6.3 hi ble t n ra Oracle Transportation Branding Guide Release 6.3 E38421-02 lika sfeManagement u H an Management Data Management Guide E38426-02 Oracle k Transportation r i t h t rRelease no6.3n Ka ®. ®. ® ®. ® ®. Oracle® Transportation Management Integration Guide Release 6.3. E38428-02. Oracle® Transportation Management Kewill Flagship Parcel Rate E38429-01 Requests Integration Guide Release 6.3 Oracle® Transportation Management Order Management Guide Release 6.3. E38432-01. Oracle® Transportation Management Report Designer’s Guide Release 6.3. E38433-01. Oracle® Transportation Management Application Scalability Guide E38434-02 Release 6.3 Oracle® Global Trade Management Oracle E-Business Suite Integration Guide Release 6.3. E38425-01. Oracle® Global Trade Management Customs Filing Integration Guide Release 6.3. E38424-02. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents vii. a.

(10) Oracle® In-Memory Logistics Command Center Administration Guide Release 6.3. E41869-01. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Oracle® In-Memory Logistics Command Center Installation Guide E41870-01 Release 6.3 Oracle® In-Memory Logistics Command Center Technical Architecture Guide Release 6.3. E41872-01. OTM, GTM, and LCC Documentation Library for all 6.3.x releases: E38437-01 6.3, 6.3.1, 6.3.2, etc. Additional Publications • Installation ReadMe • All of the documents listed above are available from Oracle Technology Network (OTN) at http://www.oracle.com/technology/documentation/index.html. • Due to confidentiality reasons, the following documents are only available via the installer or My Oracle Support in knowledge document 796594.1: − Security Guide − Data Dictionary − Data Dictionary Diagrams − Data Dictionary ReadMe − Structural Changes Guide − External Programming Interface Guide − OAM Integration Guide − XML Interface Changes − XML Elements Dictionary − XML Schemas − XSD ReadMe − FTI ODI Interfaces Guide − FTI Reference Guide − LCC Oracle Data Integrator Interfaces Guide − LCC Reference Guide. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Student Guide Table of Contents viii. a.

(11) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. s ) ha. om c ฺ le eฺ c a or Guid @ t t OTM 6.3 Core ut Competence n e m i hGuide ud t Activity t n S ika 1 this l u Chapter ฺh use k i h art se to k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices Chapter 1 - Page 1. a.

(12) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices Chapter 1 - Page 2. a.

(13) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Oracle Transportation Management 6.3 Core Competence Guided Demonstrations and Practices Chapter 1 - Page 3. a.

(14) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Objectives. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Objectives Chapter 1 - Page 4. a.

(15) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Lesson 1: Course Overview. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Lesson 1: Course Overview Chapter 1 - Page 5. a.

(16) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Lesson 2: OTM Terminology. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Lesson 2: OTM Terminology Chapter 1 - Page 6. a.

(17) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Lesson 3: Navigating OTM. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Lesson 3: Navigating OTM Chapter 1 - Page 7. a.

(18) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Guided Demonstration 1 - Logging into and Navigating in OTM Logging In To log into OTM, you need a user name and a password: 1. Open a browser. 2. Go to the URL provided by the instructor. 3. Enter your User Name. The format of your User Name is DOMAIN.USER. You can also define nicknames for each user. 4. Enter the Password. 5. Click Login. • At the top of the page, you can see the welcome area of OTM. This area displays the OTM version, the user name, the user role, and links to access other areas of OTM. • On the left side of the page, you can see the OTM navigation menu. The menu provides access to all areas of OTM.. s ) ha. om c ฺ le eฺmenu 6. Click the collapse button ( ) near the bottom of the menu to togglera thecnavigation o Guid off. @ t ut dent m i h navigation tthe 7. Click the collapse button ( ) a second time to toggle tu menu back on. n S a lik this Displays what vers ion ofu h ฺ e k s OTM you are using. i u h Displays the user you are t r o t a logged into OTM as. (k nse t t u lice m i th able n a ulik nsfer Toggles the Welcome area on H a k r i and off. t arth non-. K. The main menu. Toggles the Ask Oracle menu on and off. Toggles the main menu on and off.. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 1 - Logging into and Navigating in OTM Chapter 1 - Page 8. a.

(19) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. 8. 9.. 10. 11. 12. 13. 14. 15.. ) to the far right of the Ask Oracle toolbar. Click the collapse button ( ) a second time to display the Ask Oracle toolbar again. Click the collapse button ( The Ask Oracle toolbar provides quick access to certain information, such as rates and locations. Can be on or off by default based on user preferences. Click the Information link at the top right. OTM displays information such as user, version, URL, and database. Close the Information window. Click the Help link to access help. Help displays the OTM online help. Close the OTM online help. Click the Logout icon to log out of OTM. OTM logs you out but gives you the option to log in again. Log back into OTM. At the top of the page, you can see a link for the Message Center. The Message Center is a centralized message board that displays messages when specific events occur. The Message Center is available at the top of the OTM page.. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent Using Online Help m i th Stu 16. In the main menu, click Help > Help. n a lik t6.3 OTM displays the Oracle Transportation Management hisHelp page. There are four tabs in u h ฺ e the left pane: Contents, Index, Search, s The Contents tab lists menu options ikand oGlossary. u and specific features of OTM. rth t a Management k e ( s 17. In the help window, clicktShipment > Location Manager. t n e u c Oracle Transportation li 6.3 Help displays an overview of the Location im Management h e t l Manager: Identification tab. n rab lika the 18. Scrolluthrough fetext and click on the link for Region ID. s H n ikThe right-hand tra pane now displays regions information. h t n r a 19. Click nothe Index tab. 20. Enter calendar in the text field. OTM help displays index entries starting with the word calendar. 21. Click the Search tab. 22. Enter calendar in the text field and press Enter. OTM displays a list of those help pages containing the word calendar. You can enter multiple words to search for. Topics with the most matches are ranked first. 23. Click the Glossary tab. OTM displays a glossary of OTM and transportation-related terms. 24. Click the Hide Contents icon in the upper right of the help topic. The left pane is hidden. 25. Click the Show Contents icon to display the left pane again. The left pane is displayed. 26. Scroll down to the bottom of the left pane. 27. Click Send Us Your Comments. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 1 - Logging into and Navigating in OTM Chapter 1 - Page 9. a.

(20) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. 28. 29. 30.. 31.. Notice the links which include: • A link to send an email to the OTM documentation team. Use this link if you have a question or concern with this exact help topic. • A link to Oracle’s My Oracle Support (previously MetaLink) which you can use to enter a service request which will be addressed by the OTM technical support staff. • A link to find the support phone number for your region. Close the OTM online help. On the main menu, click Shipment Management > Location Manager. At the very top of the page, click Help on the top menu bar. OTM displays the help topic specific to this page. Since search pages are very generic, a common topic for Search Business Objects appears. In the blue bar under the title, click Search by Status. This section of the help topic displays without you having to scroll down the page. At the end of the topic is an up arrow that returns you to the top of the help topic. Scroll down to the bottom of the help topic. Notice the links at the bottom of the topic. These are the same links as in the Send Us Your Comments topic. These links are on every help topic. Close the OTM online help. These are just some of the features offered by the OTM online help. OTM online help is very extensive. It is recommended that you refer to the help throughout the class. In a later exercise, you will see additional examples of context-sensitive help.. s ) ha. om c ฺ le eฺ c a or Guid 33. @ t ut dent m i th Stu n a ulik e this h ฺ ik o us Creating a Nickname h t r aOTM asseantalternative to user ID. For example, a standard You can use a nickname to log into k ( tt cen However, with a nickname, you can enter the user name is comprised ofu DOMAIN.USER. m li nickname instead of h DOMAIN.USER. i e t l 34. Click Configuration an erand abAdministration > User Management > User Manager. k i l f 35. Click atsthe bottom of the page. HuSearch n a k r i -t the Users results page. th OTModisplays n ar36. Click n the ID. 32.. K. OTM displays the User page. Note the breadcrumb trail at the top of the page (under the blue bar above the page name). This allows you to go back without using the Back button. Note the nickname for this user. You can use this nickname each time you log into OTM.. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 1 - Logging into and Navigating in OTM Chapter 1 - Page 10. a.

(21) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Practice 1 - Logging into OTM Logging into OTM Note: This training instance may be a different version of OTM than you are running at your site. 1. Open your browser and type in the OTM URL to access the server. Note: The URL must be in the format of http://<servername>:7777/GC3/glog.webserver.servlet.umt.Login. Due to issues with Windows Server 2008, you are required to enter the entire URL shown above. To make it easier to access this URL throughout the class, it is recommended you create a favorite in Internet Explorer. 2. Log into OTM by entering your User Name and Password. Important: Your instructor will provide each student with your own user name and password that allows you access to your own OTM domain. Note: Each student MUST have their own user name and password to a separate OTM domain. There are thirty staged domains for the Core Competence class: CORE101.ADMIN through CORE130.ADMIN. They all use the same password of CHANGEME. Assign one domain to each student with a computer in the class. If multiple students are using one computer, you should assign one domain per computer. 3. Click Login. OTM displays the OTM main page.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a s 4. Click the Collapse button ( ) at the bottom menu. thinavigation uliofktheemain h ฺ OTM hides the main menu. ik o us h t r a se t k ( 5. Click the Collapse/Restore again ( ) to display the menu. n tt button e u c i m l 6. Click Information hion thebtop e menu bar. t l n OTM displays ra Information page. ka thefOTM i l e u s 7. Enter H the software n version you are using: a k r i t Field Enter Your Results arth non-. K. Software Version. 8. 9. 10. 11. 12. 13. 14.. Close the OTM Information page. Click the Logout link on the top menu bar. OTM logs you out. Click the Login again to OTM link. Enter your User Name and Password. Click Login. OTM displays the OTM main page. Click the Shipment Management menu option. OTM displays a sub-menu. Click the Location Manager sub-menu option. OTM displays the location search page.. 15. Click the Collapse arrow ( ) next to the bottom menu bar. OTM hides the Ask Oracle toolbar. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Practice 1 - Logging into OTM Chapter 1 - Page 11. a.

(22) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. 16. Click the Collapse arrow ( ) a second time to display the Oracle toolbar. You will use the Oracle toolbar throughout the class.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Practice 1 - Logging into OTM Chapter 1 - Page 12. a.

(23) Solution – Logging into OTM You successfully logged into OTM and performed some actions. Logging into OTM. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Field. Software Version. Enter Your Results Otmv631. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Solution – Logging into OTM Chapter 1 - Page 13. a.

(24) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Practice 2 - Navigating the OTM Online Help Navigating the OTM Online Help 1. In the main menu, click Help > Help. OTM displays the Oracle Transportation Management 6.3 Help page. There are four tabs in the left pane: Contents, Index, Search, and Glossary. The Contents tab lists menu options and specific features of Help such as Flow Topics. 2. In the help window Contents tab, click Shipment Management > Location Manager. OTM online help displays an overview of the Location Manager: Identification tab. 3. Scroll through the text and click on the link for Region ID. The right-hand pane now displays regions information. 4. Click the Index tab. 5. Enter calendar in the text field. 6. Click on the word calendars and the sub-entries, such as activity definitions. OTM online help only displays topics that have a keyword or sub-keyword of calendar. 7. Click the Search tab. Note: If you do not see the entire “Type in the word(s) to search for:” field or the check box underneath it, you can expand the search pane by holding the mouse pointer over the pane divider and then dragging the divider to the right once you see the double-sided arrow. 8. Enter calendar in the text field and press Enter. OTM online help displays a list of those help pages where the word calendar appears. You can enter multiple words to search for. 9. Click the Glossary tab. OTM online help displays a glossary of OTM and transportation-related terms. 10. Click Hide Contents in the upper right of the help topic. The left pane is hidden. 11. Click Show Contents. The left pane is displayed. 12. Close the OTM online help. 13. Click Shipment Management > Location Manager. OTM displays the Location Finder page; also known as a search page. 14. Click the Help link on the top menu bar. The help topic specific to this page appears. Since search windows are very generic, a common search topic appears. 15. In the blue bar under the title, click Search by Date. The Search by Date section of the help topic displays without you having to scroll down the page. At the bottom right of the topic is an up arrow that returns to the top of the topic. 16. Close the OTM online help.. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Practice 2 - Navigating the OTM Online Help Chapter 1 - Page 14. a.

(25) Solution – Navigating the OTM Online Help. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Navigating the OTM Online Help You have successfully navigated through the OTM online help.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Solution – Navigating the OTM Online Help Chapter 1 - Page 15. a.

(26) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Practice 3 - Creating an OTM Nickname Creating an OTM Nickname 1. Click Configuration and Administration > User Management > User Manager. OTM displays the User search tab. 2. Click Search at the bottom of the page. OTM displays the Users results page. 3. Click the ID. OTM displays the User page. 4. Enter a Nickname. It cannot be the same as the Domain name. Note: Enter the nickname in capital letters. 5. Click Finished. OTM displays the results page. 6. Log out of OTM. 7. Log back into OTM using your new nickname. You can use your nickname for the remainder of this class. You do not need to type .ADMIN after a nickname.. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. s ) ha. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Practice 3 - Creating an OTM Nickname Chapter 1 - Page 16. a.

(27) Solution – Creating an OTM Nickname. Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Creating an OTM Nickname You have successfully created an OTM nickname and used it to log into OTM.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Solution – Creating an OTM Nickname Chapter 1 - Page 17. a.

(28) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Guided Demonstration 2 - Viewing Additional OTM Resources Viewing How To Procedures How To procedures are a series of HTML pages which include step-by-step procedures on how to configure certain OTM functionality. The How To procedures are written using Oracle Tutor Author and Oracle Tutor Publisher. The How To procedures cover the following topics: • Outbound Multistop Scenario • Configuring BNG • EBS to OTM • E1 to OTM 1. Click Help > How To. 2. Click the link for Configuring BNG. 3. Click the link for Creating a New Business Number Rule Definition. 4. Scroll down to view the steps. 5. Close the How To window.. s ) ha. om c ฺ le eฺ c a id or Viewing the OTM Documentation and Training My Oracle Support Notes Gu @ t t ut release. n There is an Oracle My Oracle Support note released for eachm OTM These notes e i hTransportation ud Management release. t describe the published information available for an Oracle t n S Use this document to ensure that you leverage allliexisting ka tresources is to learn about, install, h u implement, and use OTM. ฺh use k i h 6. Go to www.oracle.com. art se to 7. Click the SUPPORT link. t (k nOracle Support to Login. t clickcMy e u 8. Under Support Resources, i m l hi Support. t le 9. Log into My n Oracle b a a k er Knowledge Base’, enter the note number you want to view: 10. Where itlisays ‘Search f u s H an k796594.1. r i t h t n magnifying glass to the right of the number you entered. r nothe Ka 11. Click 12. Click the link for Oracle Transportation Management and Global Trade Management Version 6.x Documentation and Training Resources. You see the note. The Oracle Transportation Management Documentation and Training Resources note contains links to the following resources as well as details on how to access each of these resources: Note: New documents can be added for any release so there may be additional documents. • Transfer of Information (TOI) Online Training • Oracle University Course-ware • Oracle Transportation Management Library links for different versions. • List of documents only available via the installer or this note. • EBS-OTM Integration Guide Viewing the OTM Documentation Library Following are some of the documents included on the Oracle Technology Network page: • Installation ReadMe Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 2 - Viewing Additional OTM Resources Chapter 1 - Page 18. a.

(29) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. 13.. • Administration Guide • Installation Guide • Migration Guide • Technical Architecture Guide • Branding Guide • Data Management Guide • Integration Guide • Kewill Flagship Parcel Rate Requests Integration Guide • Order Management Guide • Report Designer’s Guide • Application Scalability Guide: • GTM – Oracle E-Business Suite Integration Guide Still in the note, scroll down to the section with the text of “The documents listed to the right are included on the Oracle Technology Network page.” Click the View Library link for OTM and GTM Documentation Library Release 6.3. Click the Documentation tab. Note the list of available documents for the selected OTM release. In the top part of the page, the document names contain links to access the corresponding document. The section “Confidential Documents” lists the confidential documents and does not contain links. You can access these documents via the My Oracle Support note or the installer. The confidential documents include the following: • Security Guide • Data Dictionary • Data Dictionary ReadMe • Structural Changes Guide • External Programming Interface Guide • OAM Integration Guide • XML Interface Changes • XML Schema There are also documents for FTI and GTM Close the Oracle Transportation Management 6.3 Documentation Library page.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no 14. 15.. K. 16.. Viewing the Transfer of Information Sessions (TOIs) Transfer of Information (TOI) sessions provide information on how to set up and use different features within OTM. TOIs are narrated slide presentations. There are two types: deltas and comprehensives. • Delta: These are version specific. They cover enhancements that were added to a specific release. Often they specify what is new or different from the previous version, including benefits of new features from a business perspective and details on product dependencies. They are usually released within a few months of a release. These are not updated once they are released. • Comprehensive: These are not version specific. They are scenario-based and cover an area of OTM. They usually cover setup and transaction. Depending on the length, Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 2 - Viewing Additional OTM Resources Chapter 1 - Page 19. a.

(30) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. there can be multiple parts which are designed to be taken in sequence. These are updated periodically. TOIs exist for OTM 5.5 GA, 5.5 CU2, 5.5 CU3, 5.5 CU4, 5.5 CU5, 6.0 GA, 6.1, 6.2 and 6.3. Even though 5.5 TOIs may seem old, there is still value in them for features that have not changed much since. If you have an Oracle Support contract for OTM, then you already have access to view the OTM TOIs. To view a list of OTM TOIs, complete the following: 17. In the My Oracle Support note, follow the link and directions to access the TOIs.. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 2 - Viewing Additional OTM Resources Chapter 1 - Page 20. a.

(31) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 2 - Viewing Additional OTM Resources Chapter 1 - Page 21. a.

(32) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Lesson 4: Adding and Retrieving OTM Data. s ) ha. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Lesson 4: Adding and Retrieving OTM Data Chapter 1 - Page 22. a.

(33) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. Guided Demonstration 1 - Searching in OTM Searching When you click on a menu option, in most instances you are automatically taken to a search page where you can enter criteria to run a query for an existing business object or create a new business object, such as locations, orders, rates, or service providers. For example, when you click on the Buy Shipments menu option, OTM displays a search page. 1. Click Shipment Management > Shipment Management > Buy Shipments. OTM displays the buy shipment search page. Each tab has text fields on which you can query. Certain fields have f, l, v, and n buttons to their right. For these fields, you can: • f (find) – Displays a search page for a certain object. • l (list) – Displays a list of all records for a certain object. Also, if you enter some characters in the field and click l, OTM displays all records beginning with those characters. • v (view) – Displays the view page for the record you have typed into the text field. • n (new) – Allows you to create a new object, if you have the authorization to do so. Conditional operators, such as begins with, ends with, not null, etc. let you further define the criteria entered in that field. The following links are available at the bottom of the search page: • Search – Allows you to search for all records meeting the defined criteria. • New – Creates a new object, such as location, etc. • Sort order – Allows you to specify the order in which the results of your search will display. • Actions – Allow you to perform certain actions against the business object. • Export – Allows you to export the query results to a spreadsheet. 2. Enter a Destination Location ID of SAN. When you type the first three characters of an ID, you see a listing of all possible location IDs that begin with those characters. This feature, called auto-complete, is enabled by a global property called glog.ui.autocomplete. 3. Select SAN DIEGO STORE. 4. Click Search at the bottom of the page. Once you query on a location, OTM displays the results page listing all the records that meet the search criteria specified on the query page. Unless you specify a domain in your query, the results include all data to which you have read and write access. At the top of the results page, you see the following links: − New – Allows you to create a new shipment. − View – Displays the selected record(s) in a view-only format. − Edit – Displays the original data entry fields available for editing. Certain fields cannot be edited (for example Shipment ID). You can only edit a record if you have the appropriate access. − Delete – Deletes the record. − Actions – Allow you to perform certain actions against the business object. To the right of the Actions button, you see a drop-down list containing the following:. s ) ha. K. om c ฺ le eฺ c a or Guid @ t ut dent m i th Stu n a ulik e this h ฺ ik o us h t r a se t k ( tt cen u m li i h e t l an erab k i l u nsf H ik n-tra h t r a no. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 1 - Searching in OTM Chapter 1 - Page 23. a.

(34) Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ. 5. 6. 7.. − Replace Current Window – When selected, OTM overwrites the current window. − Always Open in New Window – When selected, OTM always opens in new window. − Always Open in Same Window – This option assumes there is one other window that will always be the target window. If that window is currently open, upon selection, OTM replaces the content of that window with what you click. If the target window is not open, OTM opens a window with the new content. At the bottom of the results list, you see the following links: − New Query – Displays a blank search page so you can perform a different query if the records that resulted from the original query are not what you want. − Refine Query – Displays the search page with your original query field values that you can change to refine the search. − Export – Displays the selected records in a Microsoft Excel spreadsheet. Click Shipment Management > Shipment Management > Buy Shipments. Click Search at the bottom of the page. Select any two check boxes. Note how OTM displays the number of selected records to the right of Selected. Select another check box. Note how OTM increases the number of Selected Page and Total to 3. Scroll to the far right in the results page. Note how OTM always displays the ID column. Scroll back to the far left of the results page. Click the Shipment ID heading once to sort the column in ascending order. Click the Shipment ID heading a second time to sort the column in descending order. To resize the Shipment ID column, move your mouse pointer over the far right-side of the column heading. When you see a || arrow similar to the one shown here, hold down the left-mouse button and drag the arrow to the right. When you release the mouse button, the column resizes.. s ) ha. om c ฺ le eฺ c 8. a or Guid @ t ut dent 9. m i th Stu n a 10. ulik e this h ฺ 11. ik o us h t r a se t 12. k ( tt cen 13. u m li i h e t l an erab 14. k i l u nsf H ik n-tra h t r a no. K. Copyright © 2014, Oracle and/or its affiliates. All rights reserved.. Guided Demonstration 1 - Searching in OTM Chapter 1 - Page 24. a.

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