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(1)OTM 6.0 Core Competence Activity Guide. y m. e d a. D60843GC10 Edition 1.0 August 2009 D61584. a r O. e l c. e l c a r O ly & On l a e n r s e t U n I. c A.

(2) Copyright © 2009, Oracle. All rights reserved. This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable: Restricted Rights Legend Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in Technical Data and Computer Software (October 1988). This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties. If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with “Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987). The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA 94065. Oracle Corporation does not warrant that this document is error-free. Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.. Author. y m. Carol Ann Daley and Julie Poindexter Technical Contributors and Reviewers. e d a. Carol Ann Daley and Julie Poindexter This book was published using:. a r O. e l c. oracletutor. e l c a r O ly & On l a e n r s e t U n I. c A.

(3) Table of Contents OTM 6.0 Core Competence Activity Guide ..................................................................................................1-1 Oracle Transportation Management 6.0 Core Competence Guided Demonstrations and Practices ..............1-2 Objectives ......................................................................................................................................................1-3 Lesson 1: Course Overview...........................................................................................................................1-4 Lesson 2: OTM Terminology ........................................................................................................................1-5 Lesson 3: Navigating OTM ...........................................................................................................................1-6 Guided Demonstration 1 - Logging into and Navigating OTM.................................................................1-7 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............................................................................................1-16 Practice 3 - Creating an OTM Nickname ..................................................................................................1-17 Solution – Creating an OTM Nickname ....................................................................................................1-18 Guided Demonstration 2 - Viewing Additional OTM Resources..............................................................1-19 Lesson 4: Adding and Retrieving OTM Data ................................................................................................1-25 Guided Demonstration 1 - Searching in OTM...........................................................................................1-26 Guided Demonstration 2 - Adding and Editing Records ...........................................................................1-29 Guided Demonstration 3 - Creating and Running Saved Queries .............................................................1-33 Practice 1 - Querying for Records .............................................................................................................1-34 Solution – Querying for Records ...............................................................................................................1-35 Practice 2 - Adding and Editing Records...................................................................................................1-36 Solution – Adding and Editing Records ....................................................................................................1-38 Practice 3 - Creating Saved Queries ..........................................................................................................1-39 Solution – Creating Saved Queries............................................................................................................1-40 Lesson 5: Defining User Favorites ................................................................................................................1-41 Guided Demonstration 1 - Defining User Favorites ..................................................................................1-42 Guided Demonstration 2 - Reconfiguring a Results Page .........................................................................1-43 Practice 1 - Defining User Favorites..........................................................................................................1-47 Solution – Defining User Favorites ...........................................................................................................1-48 Lesson 6: Setting OTM Preferences ..............................................................................................................1-49 Guided Demonstration 1 - Creating and Viewing Business Monitors.......................................................1-50 Practice 1 - Copying and Editing User Preferences...................................................................................1-52 Solution – Copying and Editing User Preferences.....................................................................................1-53 Practice 2 - Assigning User Preferences....................................................................................................1-54 Solution – Assigning User Preferences......................................................................................................1-55 Lesson 7: Business Scenario: Creating and Planning Orders and Shipments in OTM..................................1-56 Lesson 8: Managing Orders in OTM.............................................................................................................1-57 Guided Demonstration 1 - Viewing Order Releases with Line Items........................................................1-58 Guided Demonstration 2 - Viewing Order Releases with Ship Units........................................................1-60 Practice 1 - Creating Order Releases with Line Items ...............................................................................1-62 Solution – Creating Order Releases with Line Items.................................................................................1-66 Lesson 9: Viewing OTM Statuses .................................................................................................................1-67 Guided Demonstration 1 - Viewing Order Release Statuses .....................................................................1-68 Practice 1 - Viewing Order Release Statuses.............................................................................................1-69 Solution – Viewing Order Release Statuses ..............................................................................................1-70. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents i. c A.

(4) Lesson 10: Planning Shipments.....................................................................................................................1-71 Guided Demonstration 1 - Planning Multi-stop Shipments.......................................................................1-72 Practice 1 - Planning Multi-stop Shipments ..............................................................................................1-75 Solution – Planning Multi-stop Shipments ................................................................................................1-76 Practice 2 - Mapping Shipments................................................................................................................1-77 Solution – Mapping Shipments..................................................................................................................1-79 Practice 3 - Viewing Order Statuses ..........................................................................................................1-80 Solution – Viewing Order Statuses............................................................................................................1-81 Lesson 11: Manually Modifying Shipments..................................................................................................1-82 Guided Demonstration 1 - Changing Service Providers ............................................................................1-83 Practice 1 - Changing Service Providers ...................................................................................................1-84 Solution – Changing Service Providers .....................................................................................................1-85 Lesson 12: Tendering Shipments...................................................................................................................1-86 Guided Demonstration 1 - Tendering Shipments and Accepting Tenders.................................................1-87 Guided Demonstration 2 - Sending Open Tenders ....................................................................................1-90 Practice 1 - Tendering Shipments..............................................................................................................1-91 Solution – Tendering Shipments................................................................................................................1-93 Practice 2 - Accepting Tenders..................................................................................................................1-94 Solution – Accepting Tenders....................................................................................................................1-95 Lesson 13: Entering Shipment Events ...........................................................................................................1-96 Guided Demonstration 1 - Entering Shipment Events and Viewing Stop Times ......................................1-97 Practice 1 - Entering Shipment Events ......................................................................................................1-100 Solution – Entering Shipment Events ........................................................................................................1-102 Practice 2 - Viewing Stop Times on the Shipment ....................................................................................1-103 Solution – Viewing Stop Times on the Shipment......................................................................................1-105 Lesson 14: Visibility for Orders and Shipments............................................................................................1-106 Guided Demonstration 1 - Viewing Order and Shipment Information......................................................1-107 Practice 1 - Tracking and Tracing Shipments............................................................................................1-109 Solution – Tracking and Tracing Shipments .............................................................................................1-110 Practice 2 - Viewing Public Tracking Information....................................................................................1-111 Solution - Viewing Public Tracking Information ......................................................................................1-112 Lesson 15: Business Scenario: Configuring OTM to Build, Tender, and Financially Settle a Multi-stop Shipment......................................................................................1-113 Lesson 16: Creating Locations and Corporations..........................................................................................1-114 Guided Demonstration 1 - Creating Locations ..........................................................................................1-115 Practice 1 - Creating Locations..................................................................................................................1-117 Solution – Creating Locations ...................................................................................................................1-120 Lesson 17: Creating Calendars ......................................................................................................................1-121 Guided Demonstration 1 - Creating Calendars ..........................................................................................1-122 Practice 1 - Creating Calendars .................................................................................................................1-124 Solution – Creating Calendars ...................................................................................................................1-126 Lesson 18: Creating Contacts ........................................................................................................................1-127 Guided Demonstration 1 - Creating Contacts ............................................................................................1-128 Practice 1 - Creating Contacts ...................................................................................................................1-130 Solution – Creating Contacts .....................................................................................................................1-132 Lesson 19: Creating Commodities and Items ................................................................................................1-133 Guided Demonstration 1 - Creating Commodities ....................................................................................1-134 Practice 1 - Creating Commodities ............................................................................................................1-135 Solution – Creating Commodities..............................................................................................................1-136 Guided Demonstration 2 - Creating Items .................................................................................................1-137 Practice 2 - Creating Items ........................................................................................................................1-141 Solution – Creating Items ..........................................................................................................................1-143. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents ii. c A.

(5) Lesson 20: Creating Equipment Groups and Equipment Group Profiles ......................................................1-144 Guided Demonstration 1 - Creating Equipment Groups............................................................................1-145 Practice 1 - Creating Equipment Groups ...................................................................................................1-146 Solution – Creating Equipment Groups.....................................................................................................1-147 Guided Demonstration 2 - Creating Equipment Group Profiles ................................................................1-148 Practice 2 - Creating Equipment Group Profiles .......................................................................................1-149 Solution – Creating Equipment Group Profiles .........................................................................................1-150 Practice 3 - Assigning Equipment Group Profiles .....................................................................................1-151 Solution – Assigning Equipment Group Profiles.......................................................................................1-152 Lesson 21: Creating Service Providers..........................................................................................................1-153 Guided Demonstration 1 - Creating Service Providers..............................................................................1-154 Practice 1 - Creating Service Providers .....................................................................................................1-157 Solution – Creating Service Providers.......................................................................................................1-158 Practice 2 - Adding Service Provider Contacts..........................................................................................1-159 Solution – Adding Service Provider Contacts ...........................................................................................1-160 Practice 3 - Adding Service Provider Contact Details ...............................................................................1-161 Solution – Adding Service Provider Contact Details.................................................................................1-166 Lesson 22: Configuring Contact Notification................................................................................................1-167 Guided Demonstration 1 - Configuring Contact Notification....................................................................1-168 Practice 1 - Configuring Contact Notification ...........................................................................................1-169 Solution – Configuring Contact Notification.............................................................................................1-170 Lesson 23: Configuring Automation Agents .................................................................................................1-171 Guided Demonstration 1 - Viewing Automation Agents...........................................................................1-172 Practice 1 - Creating Automation Agents ..................................................................................................1-173 Solution – Creating an Automation Agent.................................................................................................1-174 Lesson 24: Contract Management .................................................................................................................1-175 Lesson 25: Configuring Rate Distance ..........................................................................................................1-176 Guided Demonstration 1 - Configuring Rate Distances ............................................................................1-177 Lesson 26: Configuring Rate Service ............................................................................................................1-180 Guided Demonstration 1 - Creating Rate Services ....................................................................................1-181 Practice 1 - Creating Rate Services for Truckload.....................................................................................1-184 Solution – Creating Rate Services for Truckload ......................................................................................1-185 Lesson 27: Creating Rate Offerings for Truckload........................................................................................1-186 Guided Demonstration 1 - Creating Rate Offerings ..................................................................................1-187 Practice 1 - Creating Rate Offerings for Truckload...................................................................................1-189 Solution – Creating Rate Offerings for Truckload.....................................................................................1-192 Lesson 28: Creating Rate Records for Truckload..........................................................................................1-193 Guided Demonstration 1 - Creating Rate Records.....................................................................................1-194 Practice 1 - Creating Rate Records for Truckload .....................................................................................1-197 Solution – Creating Rate Records for Truckload.......................................................................................1-200 Lesson 29: Configuring Rate Preference and Rate Quality Factor ................................................................1-201 Guided Demonstration 1 - Creating and Enabling Rate Preferences .........................................................1-202 Practice 1 - Creating and Enabling Rate Preferences ................................................................................1-204 Solution – Creating and Enabling Rate Preferences ..................................................................................1-206 Guided Demonstration 2 - Creating and Assigning Rate Quality Factors .................................................1-207 Practice 2 - Creating Rate Quality Factors ................................................................................................1-208 Solution – Creating Rate Quality Factors ..................................................................................................1-209 Practice 3 - Assigning Rate Quality Factors ..............................................................................................1-210 Solution – Assigning Rate Quality Factors................................................................................................1-211 Lesson 30: Querying for Truckload Rates ....................................................................................................1-212 Practice 1 - Querying for Truckload Rates ................................................................................................1-213 Solution – Querying for Truckload Rates..................................................................................................1-215. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents iii. c A.

(6) Lesson 31: Creating Rate Offerings and Rate Records for Less Than Truckload ........................................1-216 Guided Demonstration 1 - Creating Weight Break Profiles ......................................................................1-217 Guided Demonstration 2 - Viewing Base Rate Offerings and Creating Rate Records ..............................1-219 Guided Demonstration 3 - Viewing Master Rate Offerings and Rate Records .........................................1-222 Practice 1 - Creating Master Rate Offerings..............................................................................................1-224 Solution – Creating Master Rate Offerings ...............................................................................................1-225 Practice 2 - Creating Master Rate Records ................................................................................................1-226 Solution – Creating Master Rate Records..................................................................................................1-228 Lesson 32: Creating Itineraries......................................................................................................................1-229 Guided Demonstration 1 - Viewing Itineraries..........................................................................................1-230 Practice 1 - Creating Multi-stop Itineraries ...............................................................................................1-233 Solution – Creating Multi-stop Itineraries .................................................................................................1-235 Practice 2 - Querying Route and Rates ......................................................................................................1-236 Solution – Querying Route and Rates........................................................................................................1-238 Lesson 33: Creating and Releasing Order Bases ...........................................................................................1-239 Guided Demonstration 1 - Viewing Order Bases ......................................................................................1-240 Guided Demonstration 2 - Releasing Order Bases with Line Items ..........................................................1-242 Practice 1 - Creating Order Bases with Line Items....................................................................................1-243 Solution – Creating Order Bases with Line Items .....................................................................................1-248 Lesson 34: Creating a Status Type Filter.......................................................................................................1-249 Guided Demonstration 1 - Creating and Applying Status Type Filters .....................................................1-250 Practice 1 - Creating and Applying Status Type Filters.............................................................................1-251 Solution – Creating and Applying Status Type Filters ..............................................................................1-253 Lesson 35: Bulk Planning Order Releases.....................................................................................................1-254 Guided Demonstration 1 - Bulk Planning Order Releases.........................................................................1-255 Practice 1 - Bulk Planning Order Releases ................................................................................................1-257 Solution – Bulk Planning Order Releases..................................................................................................1-259 Lesson 36: Re-sequencing Shipment Stops ...................................................................................................1-260 Guided Demonstration 1 - Re-sequencing Stops .......................................................................................1-261 Practice 1 - Re-sequencing Stops...............................................................................................................1-262 Solution – Re-sequencing Stops ................................................................................................................1-264 Practice 2 - Tendering Shipments..............................................................................................................1-265 Solution – Tendering Shipments................................................................................................................1-266 Practice 3 - Declining a Tender as Service Provider .................................................................................1-267 Solution – Declining Tender as Service Provider......................................................................................1-268 Practice 4 - Viewing the Status of Shipments as Transport Planner..........................................................1-269 Solution – Viewing the Status of Shipments as Transport Planner............................................................1-271 Practice 5 - Accepting Tenders and Viewing Shipment Status..................................................................1-272 Solution – Accepting Tenders and Viewing Shipment Status ...................................................................1-273 Lesson 37: Managing Payment Invoices .......................................................................................................1-274 Guided Demonstration 1 - Configuring Match Rules and Match Rule Profiles ........................................1-275 Guided Demonstration 2 - Configuring Auto Approve Rules and Auto Approve Rule Profiles ...............1-276 Guided Demonstration 3 - Assigning Rule Profiles to a Service Provider ................................................1-277 Guided Demonstration 4 - Configuring the Auto Pay Process ..................................................................1-279 Practice 1 - Assigning Rule Profiles to a Service Provider........................................................................1-281 Solution – Assigning Rule Profiles to a Service Provider .........................................................................1-282 Practice 2 - Creating an Invoice from a Shipment .....................................................................................1-283 Solution – Creating an Invoice from a Shipment.......................................................................................1-285 Lesson 38: Case Study: Creating, Tendering, and Financially Settling a Multi-stop Shipment ....................1-286 Practice 1 - Creating, Tendering, and Financially Settling a Multi-stop Shipment ...............................1-287 Solution – Creating, Tendering, and Financially Settling a Multi-stop Shipment ....................................1-291 Lesson 39: Business Scenario: Building a Multi-leg Shipment.....................................................................1-303 Lesson 40: Viewing Public Data ..................................................................................................................1-304 Guided Demonstration 1 - Viewing Public Locations ...............................................................................1-305 Practice 1 - Viewing Public Locations.......................................................................................................1-306 Solution – Viewing Public Locations ........................................................................................................1-307. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents iv. c A.

(7) Lesson 41: Viewing Industry-defined Codes for Items ...............................................................................1-308 Guided Demonstration 1 - Viewing Industry-defined Codes for Items .....................................................1-309 Practice 1 - Viewing Items ........................................................................................................................1-310 Solution – Viewing Items ..........................................................................................................................1-311 Lesson 42: Viewing Equipment Groups and Equipment Group Profiles for Ocean......................................1-312 Practice 1 - Viewing Equipment Groups and Equipment Group Profiles for Ocean.................................1-313 Solution – Viewing Equipment Groups and Equipment Group Profiles for Ocean ..................................1-314 Lesson 43: Viewing Service Providers and Rate Offerings for Truckload...................................................1-315 Practice 1 - Viewing Service Providers and Rate Offerings for Truckload ...............................................1-316 Solution – Viewing Service Providers and Rate Offerings for Truckload.................................................1-317 Lesson 44: Creating Rate Offerings and Rate Records for Vessel ...............................................................1-318 Guided Demonstration 1 - Viewing Rate Offering and Rate Records for Vessel......................................1-319 Practice 1 - Creating a Rate Offering for Vessel .......................................................................................1-321 Solution – Creating a Rate Offering for Vessel .........................................................................................1-323 Practice 2 - Creating a Rate Record for Vessel..........................................................................................1-324 Solution – Creating a Rate Record for Vessel ...........................................................................................1-326 Lesson 45: Defining Accessorials and Special Services..............................................................................1-327 Guided Demonstration 1 - Defining Accessorials or Special Services......................................................1-328 Guided Demonstration 2 - Defining Accessorials .....................................................................................1-330 Guided Demonstration 3 - Defining Special Services ...............................................................................1-332 Practice 1 - Defining Accessorials on a Rate Record ................................................................................1-334 Solution – Defining Accessorials on a Rate Record ..................................................................................1-336 Lesson 46: Creating Ground Schedules, Rate Offerings, and Rate Records for Rail ..................................1-337 Guided Demonstration 1 - Viewing Rail Information on Locations, Equipment, and Rate Records ........1-338 Guided Demonstration 2 - Viewing Ground Schedules for Rail ...............................................................1-340 Practice 1 - Creating Service Providers for Rail ........................................................................................1-342 Solution – Creating Service Providers for Rail..........................................................................................1-344 Practice 2 - Creating Ground Schedules for Rail.......................................................................................1-345 Solution – Creating Ground Schedules for Rail.........................................................................................1-348 Practice 3 - Creating Rate Offerings for Rail.............................................................................................1-349 Solution – Creating Rate Offerings for Rail ..............................................................................................1-351 Practice 4 - Creating Rate Records for Rail...............................................................................................1-352 Solution – Creating Rate Records for Rail ................................................................................................1-354 Lesson 47: Querying for Truckload, Vessel, and Rail Rates .........................................................................1-355 Practice 1 - Querying for Truckload, Vessel, and Rail Rates ....................................................................1-356 Solution – Querying for Truckload, Vessel, and Rail Rates ......................................................................1-358 Lesson 48: Creating Multi-leg Itineraries .....................................................................................................1-359 Guided Demonstration 1 - Viewing Itinerary Leg Details for a Multi-leg Itinerary..................................1-360 Practice 1 - Creating a Multi-leg Itinerary.................................................................................................1-363 Solution – Creating a Multi-leg Itinerary...................................................................................................1-365 Lesson 49: Querying for Route and Rates .....................................................................................................1-366 Practice 1 - Querying for Route and Rates ................................................................................................1-367 Solution – Querying for Route and Rates ..................................................................................................1-368 Lesson 50: Configuring Auto Assignment Rules .........................................................................................1-369 Guided Demonstration 1 - Viewing Auto Assignment Rules....................................................................1-370 Practice 1 - Configuring Auto Assignment Rules......................................................................................1-372 Solution – Configuring Auto Assignment Rules .......................................................................................1-374 Lesson 51: Creating Order Releases..............................................................................................................1-375 Guided Demonstration 1 - Viewing Order Releases..................................................................................1-376 Practice 1 - Creating Order Releases .........................................................................................................1-378 Solution – Creating Order Releases...........................................................................................................1-381 Lesson 52: Configuring Audit Trail...............................................................................................................1-382 Guided Demonstration 1 - Configuring Audit Trail ..................................................................................1-383 Lesson 53: Planning Multi-leg Shipments.....................................................................................................1-386 Practice 1 - Planning Multi-leg Shipments ................................................................................................1-387 Solution – Planning Multi-leg Shipments..................................................................................................1-389. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents v. c A.

(8) Lesson 54: Case Study: Creating a Multi-leg Shipment ................................................................................1-390 Practice 1 - Creating a Multi-leg Shipment ...............................................................................................1-391 Solution – Creating a Multi-leg Shipment .................................................................................................1-394 Appendix A: Viewing OTM Log Files..........................................................................................................1-402 Guided Demonstration 1 - Viewing the System Log File..........................................................................1-403 Guided Demonstration 2 - Creating a User Log File .................................................................................1-406 Appendix B: Importing and Exporting Static Data via CSV ........................................................................1-411 Guided Demonstration 1 - Viewing the Data Dictionary...........................................................................1-412 Guided Demonstration 2 - Exporting CSV Data .......................................................................................1-415 Guided Demonstration 3 - Importing a CSV File ......................................................................................1-417 Practice 1 - Exporting an OTM Corporation as a CSV File ......................................................................1-419 Solution – Exporting an OTM Corporation as a CSV File ........................................................................1-420 Practice 2 - Editing the Corporation CSV File ..........................................................................................1-421 Solution – Editing CSV Files ....................................................................................................................1-422 Practice 3 - Importing Your Edited Corporation CSV File........................................................................1-423 Solution - Importing Your Edited Corporation CSV File..........................................................................1-425 Practice 4 - Verifying New Corporation Now Exists in OTM...................................................................1-426 Solution - Verifying New Corporation Now Exists in OTM.....................................................................1-427 Appendix C: Integrating OTM and EBS .......................................................................................................1-428 Appendix D: Integrating OTM and E1 ..........................................................................................................1-429. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents vi. c A.

(9) Preface Profile Before You Begin This Course Before you begin this course, you should have the following qualifications: •. Understand the transport process of your company.. •. Basic knowledge of transportation and logistics processes.. Prerequisites There are no prerequisites for this course.. •. How This Course Is Organized OTM 6.0 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.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents vii. c A.

(10) Related Publications Oracle Publications Title. Part Number. Oracle Transportation Management 6.0 Administration Guide. E14514. Oracle Transportation Management 6.0 Technical Architecture Guide. E14515. Oracle Transportation Management 6.0 Performance Monitoring and Tuning Guide. E14516. Oracle Transportation Management 6.0 Branding Guide. E14517. Oracle Transportation Management 6.0 Structural Changes Guide. E14518. Oracle Transportation Management 6.0 Data Management Guide. E14519. Oracle Transportation Management 6.0 Integration Guide. E14520. Oracle Transportation Management 6.0 External Programming Interface E14521 Guide Oracle Transportation Management 6.0 OAM Integration Guide. E14522. Oracle Transportation Management 6.0 XML Interface Changes. E14523. Oracle Transportation Management 6.0 Application Scalability Guide. E14524. Oracle Transportation Management Documentation Library Release 6.0 E14525. Additional Publications. e d a. •. Installation ReadMe. •. Data Dictionary. •. Data Dictionary Readme. •. XML Schema. •. Consolidated Update Installation Instructions. •. On Oracle Technology Network (OTN) at http://www.oracle.com/technology/documentation/index.html. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents viii. y m. c A.

(11) Typographic Conventions Typographic Conventions in Text Convention Bold italic Caps and lowercase Courier new, case sensitive (default is lowercase). Initial cap. Element Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames. Arrow Brackets Commas. Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names Menu paths Key names Key sequences. Plus signs. Key combinations. Italic. Quotation marks. Uppercase. e l c. Example The algorithm inserts the new key. Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables). y m. Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user. Select “Include a reusable module component” and click Finish.. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. This subject is covered in Unit II, Lesson 3, “Working with Objects.”. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table.. Select File > Save. Press [Enter]. Press and release keys one at a time: [Alternate], [F], [D] Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents ix.

(12) Typographic Conventions in Code Convention Caps and lowercase Lowercase. Element Oracle Forms triggers Column names, table names. Example When-Validate-Item. Passwords. DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’)). PL/SQL objects. Lowercase italic Uppercase. Syntax variables. SELECT last_name FROM s_emp;. CREATE ROLE role. SQL commands and SELECT userid FROM emp; functions. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide Table of Contents x. c A.

(13) OTM 6.0 Core Competence Chapter 1. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 1. c A.

(14) Oracle Transportation Management 6.0 Core Competence Guided Demonstrations and Practices. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 2. c A.

(15) Objectives. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 3. c A.

(16) Lesson 1: Course Overview. y m. e d a. e l c a r O ly & On l a e n r s e t U n I. This lesson does not have any Practices.. e l c. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 4. c A.

(17) Lesson 2: OTM Terminology. y m. e d a. e l c a r O ly & On l a e n r s e t U n I. This lesson does not have any Practices.. e l c. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 5. c A.

(18) Lesson 3: Navigating OTM. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 6. c A.

(19) Guided Demonstration 1 - Logging into and Navigating 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. Mark the Remember Me check box if you want to bypass entering your user name or password. The Remember Me option can be turned on or off by your system administrator.. 5.. 6.. Click Login.. y m. •. 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 buttons to access other areas of OTM.. •. On the left side of the page, you can see the OTM menu. The menu provides access to all areas of OTM.. Click the OTM icon to toggle the main menu on and off.. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 7. c A. e d a.

(20) Displays what version of OTM you are using. Toggles the main menu on and off.. Toggles the Ask OTM toolbar on and off.. Displays the user you are logged into OTM as.. The main menu.. y m. e d a. c A. 7.. Click the Launch Ask OTM down arrow to hide the Ask OTM toolbar.. 8.. Click the Launch Ask OTM down arrow a second time to display the Ask OTM toolbar again.. e l c a r O ly & On l a e n r s e t U n I. The Ask OTM toolbar provides quick access to certain information, such as rates and locations. 9.. Click the i (information) button.. OTM displays information such as user, version, URL, and database. 10. Close the OTM Information window.. 11. Click the ? (Help) button to access help. ? displays the OTM online help.. e l c. 12. Close the OTM online help.. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 8.

(21) 13. Click the x (Logout) button to log out of OTM. OTM logs you out but gives you the option to log in again. 14. 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. Using Online Help 15. In the main menu, click Help > Help. OTM displays the Oracle Transportation Management 6.0 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 OTM. 16. In the help window, click Shipment Management > Location Manager. Oracle Transportation Management 6.0 Help displays an overview of the Location Manager: Identification tab.. y m. 17. Scroll through the text and click on the link for Region ID.. e d a. The right-hand pane now displays regions information. 18. Click the Index tab. 19. Enter calendar in the text field.. e l c a r O ly & On l a e n r s e t U n I. c A. Click on the word calendars and the sub-entries. Only topics that have a keyword or subkeyword of calendar are found. 20. Click the Search tab.. 21. Enter calendar in the text field and press Enter.. OTM displays a list of those help pages containing the word calendar. 22. Click the Glossary tab.. OTM displays a glossary of OTM and transportation-related terms.. e l c. 23. Click the Hide Contents icon in the upper right of the help topic.. a r O. The left pane is hidden.. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 9.

(22) 24. Click the Show Contents icon to display the left pane again. The left pane is displayed. 25. Close the OTM online help. 26. On the main menu, click Shipment Management > Location Manager. 27. 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. 28. 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 section is an up arrow that returns you to the top of the help topic. 29. Scroll down to the bottom of the help topic. Notice the links which include:. y m. •. 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.. e l c a r O ly & On l a e n r s e t U n I. 30. Close the OTM online help.. e d a. c A. 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.. e l c. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 10.

(23) Creating a Nickname You can use a nickname to log into OTM as an alternative to user ID. For example, a standard user name is comprised of DOMAIN.USER. However, with a nickname, you can enter the nickname instead of DOMAIN.USER. 31. Click Configuration and Administration > User Management > List Users. 32. Click Search at the bottom of the page. OTM displays the Users results page. 33. Click the ID. OTM displays the Manage User page. Note the nickname for this user. You can use this nickname each time you log into OTM.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 11. c A.

(24) 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.. 2.. Log into OTM by entering your User Name and Password. Important: Your instructor will provide each student with their own user name and password that allows them access to their own OTM domain.. 3.. Click Login. OTM displays the OTM main page.. 4.. Click OTM on the top menu bar. OTM hides the main menu.. 5.. Click OTM again to display the menus.. 6.. Click i (OTM information) on the top menu bar.. y m. e d a. OTM displays the OTM Information page. 7.. Enter the software version you are using: Field. e l c a r O ly & On l a e n r s e t U n I. Software Version 8.. Close the OTM Information page.. 9.. Click x (logout) on the top menu bar. OTM logs you out.. 10. Click the Login again to OTM link.. 11. Enter your User Name and Password. 12. Click Login.. e l c. OTM displays the OTM main page.. a r O. 13. Click the Shipment Management menu option. OTM displays a sub-menu. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. c A. Enter Your Results. Chapter 1 - Page 12.

(25) 14. Click the Location Manager sub-menu option. OTM displays the location search page. 15. Click the Launch Ask OTM down arrow on the top menu bar. OTM hides the Ask OTM toolbar. 16. Click the Launch Ask OTM down arrow a second time to display the OTM toolbar. 17. Move your mouse over all query icons on the Ask OTM toolbar. OTM displays the icon’s name. You will use the OTM toolbar throughout the class.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 13. c A.

(26) Solution - Logging into OTM You successfully logged into OTM and performed some actions. Logging into OTM Field. Enter Your Results. Software Version. OTMv60-GA. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 14. c A.

(27) 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 6.0 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 OTM.. 2.. In the help window, 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.. y m. e d a. OTM online help only displays topics that have a keyword or sub-keyword of calendar. 7.. Click the Search tab.. 8.. Enter calendar in the text field and press Enter.. e l c a r O ly & On l a e n r s e t U n I. c A. OTM online help displays a list of those help pages where the word calendar appears. 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 a help topic. The left pane is hidden. 11. Click Show Contents.. The left pane is displayed.. e l c. 12. Close the OTM online help.. a r O. 13. Click Shipment Management > Location Manager. OTM displays the location search page. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 15.

(28) 14. Next to the Logout button, click ? (the Help icon) 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 end of the section is an up arrow that returns to the top of the topic. 16. Close the OTM online help.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 16. c A.

(29) Solution - Navigating the OTM Online Help Navigating the OTM Online Help You have successfully navigated through the OTM online help.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 17. c A.

(30) Practice 3 - Creating an OTM Nickname Creating an OTM Nickname 1.. Click Configuration and Administration > User Management > List Users. 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 Manage User page.. 4.. Enter a Nickname.. 5.. Click Update Nickname. OTM updates your information and returns to the same page.. 6.. Log out of OTM.. 7.. Log back into OTM using your new nickname.. y m. e d a. You can use your nickname for the remainder of this class. You do not need to type .ADMIN after a nickname.. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 18. c A.

(31) Solution - Creating an OTM Nickname Creating an OTM Nickname You have successfully created an OTM nickname and used it to log into OTM.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 19. c A.

(32) Guided Demonstration 2 - Viewing Additional OTM Resources Viewing Show Me Simulations OTM Show Me simulations are short simulation-based tutorials available from the OTM online help menu. They cover various use cases and setup topics. They are captured using Oracle’s User Productivity Kit or UPK. They cover the following topics: •. Getting Started. •. Order to Cash. •. Configuring OTM for an Outbound Multistop Scenario. •. Outbound Multistop Scenario. •. Configuring Business Number Generation. •. Setting Up OTM to E1 Integration. •. Setting Up OTM to EBS Integration. y m. e d a. To view the OTM Show Me simulations, which are automatically installed along with OTM, complete the following: 1.. Click Help > Show Me.. e l c a r O ly & On l a e n r s e t U n I. You see the UPK Player.. c A. 2.. Click the plus sign (+) next to Setting Up OTM to E1 Integration.. 3.. Click the plus sign (+) next to E1 External System.. 4.. Select the topic titled Editing External System for BPEL.. Then, you can either click See It! or Try It!. − See It! launches a demonstration of the topic Editing External System in BPEL. − Try It! launches a tutorial version of the topic Editing External System in BPEL. 5.. Click See It! on the right side of the page near the top.. 6.. Click Continue on the explanation frame.. e l c. a r O 7.. Click Continue a second time.. 8.. Click Continue one last time. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 20.

(33) 9.. Then, let the simulation proceed and show you how to log into OTM and use the OTM main menus. The simulation will automatically close when it completes.. 10. Close the UPK Player. 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. y m. 11. Click Help > How To.. e d a. 12. Click the link for Configuring BNG. 13. Click the link for Creating a New Business Number Rule Definition. 14. Scroll down to view the steps.. e l c a r O ly & On l a e n r s e t U n I. 15. Close the How To window.. c A. Viewing the OTM Documentation and Training MetaLink Notes There is an Oracle MetaLink note released for each major OTM version or cumulative update (CU) starting with OTM 5.5 CU3. These MetakLink notes describe the published information available for an Oracle Transportation Management release. Use this document to ensure that you leverage all existing resources to learn about, install, implement, and use OTM. 16. Go to www.oracle.com.. 17. Click the SUPPORT link.. e l c. 18. Under Support Resources, click My Oracle Support Login. 19. Select the Classic MetaLink option button.. a r O. 20. Log into My Oracle Support. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 21.

(34) 21. Next to Quick Find, select Knowledge Base. You can then enter one of the MetaLink IDs listed below: •. 796594.1 - Oracle Transportation Management Documentation and Training Resources, Release 6.0. •. 605305.1 - Oracle Transportation Management Documentation and Training Resources, Release 5.5 CU5. •. 552038.1 - Oracle Transportation Management Version 5.5 CU4 Documentation and Training Resources. •. 578222.1 - Oracle Transportation Management Documentation and Training Resources, Release 5.5 CU3. 22. For this demonstration, enter the ID of 796594.1. 23. Click Go. 24. Click the link for Oracle Transportation Management Documentation and Training Resources, Releas… .. y m. You see the MetaLink note.. e d a. 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:. c A. •. Transfer of Information (TOI) Online Training. •. Oracle University Course-ware. •. Oracle Transportation Management Documentation Library link. •. EBS-OTM Integration Guide. e l c a r O ly & On l a e n r s e t U n I. Viewing the OTM Documentation Library. The documents listed below are included on the Oracle Transportation Management 6.0 Documentation Library OTN page: •. Administration Guide. •. Technical Architecture Guide. •. a r O. e l c. •. Branding Guide Integration Guide. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 22.

(35) •. Data Management Guide. •. Application Scalability Guide. 25. Still in the MetaLink note, scroll down to the section with the text of “The documents listed to the right are included on the Oracle Transportation Management 6.0 Documentation Library OTN page”. 26. Click the Oracle Transportation Management 6.0 Documentation Library OTN page link. 27. Click the View Library link for the appropriate OTM release. 28. Click the Documentation tab. Note the list of available documents for the selected OTM release. 29. Close the Oracle Transportation Management 6.0 Documentation Library page. 30. Close the Oracle Technology Network page. The following additional documents are either installed by the OTM installation program or can be requested from Oracle Support: •. Performance Monitoring and Tuning Guide. •. Structural Changes Guide. •. External Interface Programming Guide. •. OAM Integration Guide. •. XML Interface Changes. •. Installation ReadMe. •. Data Dictionary. •. Data Dictionary ReadMe. •. XML Schema. •. Consolidated Update Installation Instructions. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 23. y m. c A. e d a.

(36) Viewing the Transfer of Information Sessions (TOIs) TOIs or Transfer of Information sessions provide information for users on how to set up and use some of the new features included in each new Oracle Transportation Management release. TOIs exist for OTM 5.5 GA, 5.5 CU2, 5.5 CU3, 5.5 CU4, 5.5 CU5, and 6.0 GA. TOIs contain information about changes made to existing features in each OTM release including: •. Benefits of new features from a business perspective. •. Details on product dependencies and interactions. •. Links to additional resources. 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: 31. In the MetaLink note, go to the section titled To view Transfer of Information (TOI) Online Training.. y m. 32. Click the OU Knowledge Center link.. e d a. (If you have left the page, the URL is http://www.oracle.com/education/oukc/ebs.html.). c A. 33. On the Browse Subcategories E-Business Suite page, click the Logistics link.. 34. On the Browse Subcategories Logistics page, click the Oracle Transportation Management link.. e l c a r O ly & On l a e n r s e t U n I. 35. You will probably need to click Next > several times until you see the OTM TOIs. TOI titles are in the format of OTM #.#: Feature Name Functional Overview. (#.# is equal to the release number). 36. Click the title of a TOI to view the details of the TOI.. 37. Under Enrollment options, click the Play button to view the TOI.. TOIs are narrated slide presentations which provide detailed discussions of new features and functionality in an OTM release.. e l c. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 24.

(37) Lesson 4: Adding and Retrieving OTM Data. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 25. c A.

(38) 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.. y m. e d a. c A. Conditional operators, such as begins with, ends with, not null, etc. let you further define the criteria entered in that field.. e l c a r O ly & On l a e n r s e t U n I. 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.. •. Lists – Specific list of objects based on saved query criteria.. •. Actions – Allow you to perform certain actions against the business object.. •. e l c. Export – Allows you to export the query results to a spreadsheet.. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 26.

(39) 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. In this example, you see two locations. 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.. y m. To the right of the Actions button, you see a drop-down list containing the following: − 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.. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. 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. − Lists – Displays the list manager for the business object in which you can create working lists of business objects. − Add to Export List – Allows you to select records, create a select list, and save the list. The list can then be exported using CSV export.. e l c. 5.. Click Shipment Management > Shipment Management > Buy Shipments.. 6.. Click Search at the bottom of the page.. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 27.

(40) 7.. Mark any two check boxes. Note how OTM displays the number of selected records to the right of Selected.. 8.. Mark another check box. Note how OTM increases the number of Selected Page and Total to 3.. 9.. Scroll to the far right in the results page. Note how OTM always displays the ID column.. 10. Scroll back to the far left of the results page. 11. Click the Shipment ID heading once to sort the column in ascending order. 12. Click the Shipment ID heading a second time to sort the column in descending order. 13. To resize the Shipment ID column, move your mouse pointer over the far right-side of the column heading. 14. When you see a  arrow similar to the one shown here, hold down the left-mouse button and drag the arrow to the right.. y m. When you release the mouse button, the column resizes.. e l c. e l c a r O ly & On l a e n r s e t U n I. a r O. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 28. c A. e d a.

(41) Guided Demonstration 2 - Adding and Editing Records Tips for Adding/Editing OTM Data Throughout this course, you will be adding new data to OTM and editing existing data in OTM. When creating new records in OTM, the following should be taken into account: •. When adding a record, the ID of the record should not contain special characters such as periods, commas, or ampersands. Underscores can be used.. •. You must go in order when completing the record and cannot skip from one tab to the next and then back again. If you forget to input information on a previous tab, complete the record entirely, click Finished, and then return and edit the record to add the additional information.. •. Never use the browser back button when creating a new record. Data may be lost.. •. When adding a record, always click Finished when the record is complete to save the data. Otherwise data is lost.. •. Required fields are denoted by a red *. Conditional fields are denoted by a blue * and are only required if other data is present.. •. Some data entry grids offer the ability to have multiple entries and require you to click a Save button after each entry. Note the Save buttons do not save anything to the OTM database.. •. Make sure you only click the Finished button once, as OTM will attempt to save multiple records if Finished is clicked more than once.. y m. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. Adding a Record 1.. Click Shipment Management > Location Manager. OTM displays the location search page.. 2.. Click New at the bottom of the page. OTM displays the Identification tab.. 3.. Enter a Location ID of DALLAS LOCATION.. 4.. Enter a Corporation ID of OUTLETS OF USA (already created).. e l c. Note how OTM suggests this value after you enter only a few characters.. a r O 5.. Select OUTLETS OF USA from the auto-complete list. Copyright © Oracle, 2009. All rights reserved.. OTM 6.0 Core Competence Activity Guide. Chapter 1 - Page 29.

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