ORACLE Consulting

Oracle Transportation Management

Shipment Actuals Implementation Tips
(SIG 2013)

Author: Dan Barrios

 Agenda

Introduction <Insert Picture Here>

Shipment Actuals Definition

TMS vs. WMS Challenge
Key Success factors
OTM Actuals Implementation
Q & Eh?
 <Insert Picture Here>

Shipment Actuals:
Definition
What are Shipment Actuals?
The Shipment Actuals term is used to identify the
Interface that updates the Shipment Plan in a
Transportation System with the Actual Shipping
Information from a WMS or other shipping
system.
Shipment Plan: Shipment Actuals:
 What Information is Updated
Weights
Volumes
Dimensions
Carrier
Transport Mode
Shipment Composition
Product originally planned on shipment not shipped
Product moved from one planned shipment to another
Product on multiple planned shipments consolidated into one
 Why implement Shipment Actuals?
Business Requirements:
Carrier/Shipper Reporting
Is the plan being followed?
Are the Quantities used by Shipper accurate?
Are the Quantities used by the Carrier accurate?
Are the Rates being honored by the carrier?
Freight Audit and Pay Implementation with carriers
Process Simplification (perhaps Auto Pay?)
If Actual Weights and Dimensions are consistent
If Rates are being honored by Carrier
 <Insert Picture Here>

TMS vs. WMS

Challenge
 WMS Objective

Provide a set of computerized procedures for

management of warehouse inventory with the goal of
minimizing cost and fulfillment times.

This includes: Enabling a seamless link to order

processing and logistics management in order to pick,
pack, and ship product out of the facility.
(Wikipedia)
 TMS Objective

One of the main objectives of a TMS is:

Transportation Planning and Optimization: Evaluate
the transportation options for an order or a group of
orders and provide a transportation plan with the least
cost, within the constraints provided with the orders
and the shipping constraints inherent to the services
provided by Transportation Service Providers
 TMS vs. WMS
TMS WMS
Consolidates Orders into shipments to Picks, Packs and Loads Trucks with
Optimize Transportation costs. Orders in the most efficient way.
Optimizing the Transportation plan Optimization of the process requires
requires waiting to accumulate orders planning based on where the product
to plan together based on is stored in the warehouse. Following
origin/destination. a transportation plan is not always as
efficient.
Select Shipment Carrier and Transport Select Shipment Carrier and Transport
Mode based on available rates and Mode based on Repetitive Shipping,
service times. Prearranged Carrier Agreements and
Daily Order Mix

Results: There is usually a conflict/competition between the WMS

shipping plan and the transportation plan
Sample Shipment Actuals Flow 1
Notes:
OMS
WMS System is planning its Waves at the same time
as TMS is planning or waiting for plan to start
planning its waves.
Short Time to consolidate
Consolidation plan is typically difficult to follow

1. Orders

WMS
TMS
Sample Shipment Actuals Flow 2
Notes:
OMS
WMS System is planning its Waves at the same time
as TMS is planning or waiting for plan to start
planning its waves.
Short Time to consolidate
Consolidation plan is typically difficult to follow
1. Orders

TMS
WMS
Key Success Factors
Key Success Factors

Integration Strategy
Following the Transportation Plan
Actuals Scenarios
Data Accuracy
 Integration Strategy
What is Integration?
In engineering, system integration is the bringing
together of the component subsystems into one
system and ensuring that the subsystems function
together as a system.

In information technology, systems integration is the

process of linking together different computing
systems and software applications physically or
functionally, to act as a coordinated whole.
(Wikipedia)
 Integration Strategy
What is Integration?
A system is an aggregation of subsystems
cooperating so that the system is able to deliver the
overarching functionality. System integration involves
integrating existing often disparate systems.

System integration is also about adding value to the

system, capabilities that are possible because of
interactions between subsystems.
(Wikipedia)
 Integration Strategy
Actual Integration Implementation:
Integration is more of a means, rather than an
objective with tangible benefits.
Integrate all you want, just do not ask for any
changes to Legacy or current systems.
We are going to use existing interfaces as much as
possible.
New system will receive keys and store them and
return them when needed.
Received keys should be available in the new system
for reporting, analysis, etc.
 Typical Key Exchange

Customer ID, Location

ID, Order ID, Line ID,
PO Number, Customer
Interface 1: OMS/WMS Order KEYS
Order Nr,

OTM
Other Refnums,
Etc.
Ship
OMS/WMS
Interface 2: Shipment KEY
ID

Interface 2: Actuals

OMS KEYS +
Ship ID

Results:
Complexity Inefficiency
Inflexibility
 Integrated Key Exchange
1-2 Punch

OTM OMS/WMS
Interface 1: OMS/WMS Order

Customer Customer
ID, Location Shipment ID, Shipment ID, ID, Location
ID, Order ID, SShipUnitIID SShipUnitIID ID, Order ID,
Line ID, Ship SShipUnitLineNo Interface 2: Shipment SShipUnitLineNo Line ID, Ship
Unit ID, PO Unit ID, PO
Nr, CO Nr,. Nr, CO Nr,.

Interface 3: Actuals

Order Keys
+ Shipment
Keys+ Data

Results:
Simplicity
Efficiency
Flexibility
 Communication
Not System Communication: Language Communication
Not Computer Language: Transportation Language
Transport Mode:
PARCEL PAQUETERIA
Service Level :
EXPRESS EXPRESSO

What??? Que???

System A System B
Integration Strategy

DATA LOGIC

VS.

Change is inevitable when implementing Integration

What kind of changes do we want to Implement?
What kind of changes do we want to maintain?
What kind of changes are easier to train people on?
OTM Actuals Implementation
Ability to Follow a Transportation Plan
OMS
Question to ask: How close will
the Actuals match the Shipment
Plan?

1. Orders

TMS
WMS
 How Close will the Actuals match the
Shipment Plan
Questions to ask regarding the Shipping Process:
Can the suggested Carrier be followed?
Can the suggested Transport Mode be followed?
Can Orders be split?
Can planned Ship Dates be followed?
Can the Consolidation be followed? Will there be lots
of deviations from Consolidated plans?
Will there be a lot of Short/Over-Shipping?

Answers to these questions will give you an idea of the

Actuals Scenarios you will have to implement
 Following the Transportation Plan

Questions to ask regarding the Actuals Implementation:

What System changes are necessary to follow the
Transportation plan?
What Procedural changes are necessary to follow the
Transportation plan?
Will these changes affect shipping efficiency?
What has more priority, shipping efficiency or achieving
Transportation benefits?

Do we really want to implement Shipment Actuals?

 Actuals Scenarios
Actuals Scenarios:
1. Updating Ship Unit quantities on a Shipment
2. Adding Ship Units to a Shipment
3. Removing Ship Units from a Shipment
4. Replacing Ship Units on a Shipment
5. Moving Ship Units from one Shipment to another
6. Splitting Ship Units (Creating)
7. Consolidating Ship Units from multiple Shipments
into one

Accurate identification of all scenarios as part of the requirements gathering

is important, as well as execution of test scenarios to address them.
 Data Accuracy
Data Elements, Carrier Data vs. TMS Data:
Weights (Box weights, Pallet Weights)
Volume (Box Volumes, Pallet Volumes)
Dimensions
Quantities
Rates (TMS Loaded vs. Carrier Rates)

How close is the Carrier Data vs. TMS Data? and what is being done to bring
them closer. If Actuals objective is Freight Audit and Pay this is very
important.
 OTM Actuals Implementation
Identify Objectives and Requirements
Identify Scenarios
Design Solution (Integration and Workflows)
Implement Integration Messages
Create Workflows
 OTM 6.2 Shipment Ship Unit Changes

Pre Rel. 6.2 Shipment Ship Units were shared by multi

leg shipments.
Starting with Rel. 6.2 every OTM Shipment has its own
set of Ship units

Advantages:
Independence between Ship Units
Each shipment can receive its own Actuals
Ship units could be different type of ship units
 OTM 6.3 Shipment Modified Change

Shipment Modified Persist Action:

glog.integration.shipment.persistViaAgent = true
When the property is set, a pre-persist agent for the
shipment can be used to control the persisting of the
shipment using the "PERSIST" and "DONT PERSIST"
agent actions.
Actual Received event still available
 OTM Actuals Solution Design:
SAWs vs. Actual Shipment
Actual Shipment
Updates existing Planned Shipment
All shipment functionality is available
after shipment is updated
Shipment stays connected to all Order
Releases the shipment was planned
on
Requires a high level of integration
between systems
Used where high level of integration is
possible
As in all Solution Design, we need to balance priorities and choose the solution that
more closely matches objectives
SAW (Shipment as Work)
Creates a brand new Shipment
SAWs are shipments created
externally, They can be rated by OTM,
Dates can be updated by events, but
no Date Recalculations
SAWs are typically not linked to Order
Releases, but they can be
Lower level of Integration between
systems needed
Integration is very difficult between
systems
 Shipment Ship Unit moves conditions

Ship Units can be moved from one shipment to another

as long as Origin/Destination Locations are the same
on the shipments.

Some cleanup may be required as Actuals may create

new links between Order Releases and Shipments
and unlinking may be required.
Order/Shipment Structures
Order Release/Shipment Structures
One to One Ship Units
Shipment: Shipment ID, Equipment ID
Order Release: Order Release ID
S Ship Unit:
Order Release Line S Ship Unit ID
Line ID
S Ship Unit Line:
Ship Unit: Ship Unit ID S Ship Unit Line ID
Order Release ID
Ship Unit Line: Release Ship Unit ID
Line ID Release Line ID

Order Release: Order Release ID Shipment: Shipment ID, Equipment ID

S Ship Unit:
Order Release Line S Ship Unit ID
Line ID
S Ship Unit Line:
Ship Unit: Ship Unit ID S Ship Unit Line ID
Order Release ID
Ship Unit Line: Release Ship Unit ID
Line ID Release Line ID

Shipment: Shipment ID, Equipment ID

Order Release: Order Release ID
S Ship Unit:
Order Release Line S Ship Unit ID
Line ID
S Ship Unit Line:
Ship Unit: Ship Unit ID S Ship Unit Line ID
Order Release ID
Ship Unit Line: Release Ship Unit ID
Line ID Release Line ID

Shipment: Shipment ID, Equipment ID

Order Release: Order Release ID
S Ship Unit:
Order Release Line S Ship Unit ID
Line ID
S Ship Unit Line:
Ship Unit: Ship Unit ID S Ship Unit Line ID
Order Release ID
Ship Unit Line: Release Ship Unit ID
Line ID Release Line ID
 Order Release/Shipment Structures
Multiple Ship Units -> One Shipment
Order Release: Order Release ID Shipment: Shipment ID, Equipment ID

S Ship Unit:
Order Release Line
S Ship Unit ID
Line ID
S Ship Unit Line:
Order Release Line S Ship Unit Line ID
Line ID Order Release ID
Release Ship Unit ID
Order Release Line Release Line ID
Line ID

Order Release Line S Ship Unit:

Line ID S Ship Unit ID

S Ship Unit Line:

S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Ship Unit: Ship Unit ID Release Line ID
Ship Unit Line:
Line ID
S Ship Unit:
S Ship Unit ID
Ship Unit: Ship Unit ID S Ship Unit Line:
Ship Unit Line: S Ship Unit Line ID
Line ID Order Release ID
Release Ship Unit ID
Release Line ID

Ship Unit: Ship Unit ID

Ship Unit Line: S Ship Unit:

Line ID S Ship Unit ID

S Ship Unit Line:

S Ship Unit Line ID
Ship Unit: Ship Unit ID
Order Release ID
Ship Unit Line: Release Ship Unit ID
Line ID Release Line ID
 Order Release/Shipment Structures
Consolidated Orders
Order Release: Order Release ID Shipment: Shipment ID, Equipment ID

Order Release Line S Ship Unit:

Line ID S Ship Unit ID

Ship Unit: Ship Unit ID S Ship Unit Line:

S Ship Unit Line ID
Ship Unit Line: Order Release ID
Line ID Release Ship Unit ID
Release Line ID

Order Release: Order Release ID S Ship Unit:

S Ship Unit ID
Order Release Line
Line ID S Ship Unit Line:
S Ship Unit Line ID
Ship Unit: Ship Unit ID Order Release ID
Release Ship Unit ID
Ship Unit Line: Release Line ID
Line ID

Order Release: Order Release ID Shipment: Shipment ID, Equipment ID

Order Release Line S Ship Unit:

Line ID S Ship Unit ID

Ship Unit: Ship Unit ID S Ship Unit Line:

S Ship Unit Line ID
Ship Unit Line: Order Release ID
Line ID Release Ship Unit ID
Release Line ID

Order Release: Order Release ID S Ship Unit:

S Ship Unit ID
Order Release Line
Line ID S Ship Unit Line:
S Ship Unit Line ID
Ship Unit: Ship Unit ID Order Release ID
Release Ship Unit ID
Ship Unit Line: Release Line ID
Line ID
Actuals Scenarios
 Actuals Scenarios: Mixing
Planned Shipment Actual Shipment
Shipment: Shipment ID A Shipment: Shipment ID A, , Equip ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

Shipment: Shipment ID B Shipment: Shipment ID B, , Equip ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID
Actuals Scenarios: Consolidation
Planned Shipment
Shipment: Shipment ID A Shipment: Shipment ID A,, Equip ID
S Ship Unit:
S Ship Unit ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
Shipment: Shipment ID B
S Ship Unit:
S Ship Unit ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
Shipment: Shipment ID C Shipment: Shipment ID C, Equip ID
S Ship Unit:
S Ship Unit ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
Shipment: Shipment ID D
S Ship Unit:
S Ship Unit ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
Actual Shipment
S Ship Unit:
S Ship Unit ID, Equip ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
S Ship Unit:
S Ship Unit ID, Equip ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
S Ship Unit:
S Ship Unit ID, Equip ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
S Ship Unit:
S Ship Unit ID, Equip ID
S Ship Unit Line:
S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
 Actuals Scenarios: Splitting
Planned Shipment Actual Shipment
Shipment: Shipment ID A Shipment: Shipment ID A, Equip ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

S Ship Unit: (New)

S Ship Unit ID, Equip ID

S Ship Unit Line:

S Ship Unit Line ID
Shipment: Shipment ID B Order Release ID
Release Ship Unit ID
Release Line ID
S Ship Unit:
S Ship Unit ID

S Ship Unit Line:

S Ship Unit Line ID
Order Release ID Shipment: Shipment ID B, Equip ID
Release Ship Unit ID
Release Line ID S Ship Unit:
S Ship Unit ID, Equip ID

S Ship Unit Line:

S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID

S Ship Unit: (New)

S Ship Unit ID, Equip ID

S Ship Unit Line:

S Ship Unit Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
 Actuals/SAW Scenarios
Planned Shipment Actual Shipment
Shipment: Shipment ID A Shipment: Shipment ID A, Equip ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

S Ship Unit: S Ship Unit:

S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

Shipment: Shipment ID B Shipment: Shipment ID B, Equip ID

S Ship Unit: S Ship Unit:
S Ship Unit ID S Ship Unit ID, Equip ID

S Ship Unit Line: S Ship Unit Line:

S Ship Unit Line ID S Ship Unit Line ID
Order Release ID Order Release ID
Release Ship Unit ID Release Ship Unit ID
Release Line ID Release Line ID

S Ship Unit:
S Ship Unit ID SAW: Shipment ID SB, Equip ID

S Ship Unit Line: S Ship Unit:

S Ship Unit Line ID S Ship Unit ID, Equip ID
Order Release ID
S Ship Unit Line:
Release Ship Unit ID
S Ship Unit Line ID
Release Line ID
Order Release ID
Release Ship Unit ID
Release Line ID
Q & Eh?