FREIGHTPLANNING&SETTLEMENTPROCESSSUPERUSERCHEATSHEET

1) Create&BookOrder 2) CreateDeliveries: a. OrderManagementSuperUser:ShippingTransactionsForm i. Enter:FromOrder#>TabKey>toOrder# ii. ClickFind 1. Actions>AutoCrateDel.>Go 2. Makenoteofthenewdel.# (OracleDel.#=OTMOrderRelease#) 3. ClickClose 3) SendDeliveriestoOTM: b. OpenRequestShippingInterfaces i. Select:SingleRequest>Ok ii. Select:ShippingTransportationOutboundInterface>Ok 1. InterfaceAction=Create 2. EnterDeliveryNameLow 3. EnterDeliveryNameHigh 4. ClickOk c. IntheToolbarselect:View>Requests i. ClickFind ii. Makesurestatusisnormal iii. ClickClose 9)
17) CheckiftheinvoiceisreadytobeimportedtoOracleAP: CheckiftheShipmentInformationwasSuccessfullyTransmitted: a. SwitchresponsibilitytoPAYABLESMANAGER a. OrderManagementSuperUser:ShippingTransactionsForm>SelectDeliveries b. Invoices>Entry>OpenInterfaceInvoices i. FromDeliveryName>TabKey>toDeliveryName>Search i. Press:Ctrl+F11 ii. CheckinthePathbyStoptabiftheTripColumnhasaTripID. ii. Checkifyourinvoiceislisted. LaunchPickRelease: 18) ImportInvoicefromOTM:(Usuallydoneviaautomationagent) iii. Actions>LaunchPickRelease>Go. a. Invoices>Entry>OpenInterfaceInvoices TransactMoveOrder: b. Other>Requests>Run a. SwitchresponsibilitytoINVENTORY c. SingleRequest>OK b. TRANSACTIONS>MOVEORDERS i. Name=PayableOpenInterfaceImport c. PickWaveTAB ii. Source=TransportationManagement i. CheckSalesOrder iii. BatchName=enteranyname ii. Enter:SalesOrderNumber+%ex:647403% iv. ClickOK iii. ClickFind d. ClickSubmit 1. View/UpdateAllocations ToolBar:View>Requests>Makesurestatusisnormal>Close e. 2. Transact 19) CheckifinvoiceisinOracleAP: ShipConfirm: a. Invoices>Entry>Invoices a. SwitchresponsibilitytoOrderManagementSuperUser i. Enter:Todaysdate b. ShippingTransactionsForm(Shipping>Transactions): ii. ClickFind iii. Ifyourinvoiceislisted,thenithasbeensuccessfullyimported. i. QuerybytheDelivery# ii. PathbyTripTAB>>Actions>ShipConfirm>Go OTMLINKS&NOTES iii. MakeanoteoftheTripID# SendupdatetoOTM: InvoiceMatching:InorderforanInvoicetomatchaShipmenttheServiceProvider a. RequestShippingInterfaces ID,ReferenceNumberandReferenceQualifierfieldsmustbepopulatedandbe i. SingleReq>Ok identicalinbothdocuments.Typicallythesourcesofmatchingissuesareoneof ii. Select:ShippingTransportationOutboundInterface>Ok thesethreefieldsortheexistenceofaduplicateInvoice. 1. InterfaceAction=ActualShipment 2. Enter:TripNameLow>TabKey>TripNameHigh>Ok TL53X8.5X9.16FTTrailer:MaxCFT=3400,MaxWeight=45000lbs,Fits53 3. Submit>Yes 55STPallets. 4. ToolBar:View>Requests>Makesurestatusisnormal>Close Pallets&Cases:AssetMgmt>PowerData>General>ShipUnitSpecification. CreateInvoice: (Usuallycreatedvia EDI) a. Financials>PaymentInvoiceMgmt>PaymentInvoice>New UserManagement:ConfigurationandAdministration>UserManagement. i. Enter:InvoiceNumber ii. Enter:ServiceProviderAlias.(ex:CAR5409 ForOzarr) CarrierLoginMgmt:LoginasSERVPROV.ADMIN>>SecurityServices>User b. InvolvedPartiesTAB Manager>ListUsers. i. Enter:ReferenceNumber#.(ex:326987 TripID) ii. Enter:ReferenceNumberQualifier.(ex:Trip_ID) LocationManagement:TransportationPlanningandExecution>Location iii. ClickSave Management>LocationManager. c. LineItemsTAB i. ClickNewlineitem Regions:TransportationPlanningandExecution>PowerData>Geography. 1. EntercostInformation 2. ClickSave LocationProfiles:TransportationPlanningandExecution>PowerData>Location. ii. ClickFinished MatchingtheInvoicetoaShipmentandApproveInvoice:(Usuallydoneviaaut.agent) ServiceProviderManagement:ContractandRateManagement> b. AutoMatch&ApproveAllInvoices: ServiceProviderManagement>ServiceProviderManager. i. Financials>ProcessInvoices>ProcessAllInvoices>Submit RateOffering:ContractandRateMgmt>ContractManagement>RateOffering. c. ManuallyMatchanInvoice: i. Invoice:CheckBox>>Actions>Matching>FindValidmatches RateRecord:ContractandRateManagement>ContractManagement>RateRecord. 1. SelecttheShipmentbutton>OK d. ManuallyApproveanInvoice: AccessorialCosts:ContractandRateManagement>PowerData>RatesandCodes> i. Invoice:CheckBox>>Actions>ApproveInvoice AccessorialCosts 1. Clickthe+signtoauditinvoicecharges. 2. Ifallchargesareok,clickFinished. AutomationAgents:BusinessProcessAutomation>AgentsandMilestones> AllocateVoucher:(Usuallydoneviaautomationagent) AutomationAgent. e. Invoice:CheckBox>>Actions>AllocateVoucher

ORACLE:ORDERMGMT,INVENTORY&AP

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4) QueryOrderReleases(aka:deliveries)inOTM: a. OrderMgmt>OrderRelease>OrderRelease i. EntertheOrderReleaseID,InsertTime,orSavedQuery. ii. ClickSearch 5) Updatepickup&Deliverydate:(Usuallydoneviaautomationagent) a. OrderRelease:Checkbox>>Actions>Utilities>ChangePickup&Delivery Dates i. Enter:EarlyPickupDate ii. Enter:LateDeliveryDate iii. ClickOk 6) BulkPlan: a. OrderRelease:CheckBox>>Actions>CreateBuyShipment>BulkPlan Buy i. PlanningParameterSetID=DMC_Load_ConfigorDMC_Volume ii. ClickOK iii. ClickRefreshuntilallordershavebeenplanned. iv. Toviewtheshipmentscreated:Actions>ViewShipments 7) Tender:(aka:SecureResources) a. Shipment:CheckBox>>Actions>Tender>SecureResources i. ForTLOnly:Actions>Tender>AcceptTender(ifnecessary) 8) SendShipmentInformationtoOracle:(Usuallydoneviaautomationagent) a. Shipment:CheckBox>>Actions>Utilities>SendInterfaceTransmission i. ExternalSystem=DMC_OTMEBS_ES ii. NotifyType=Service iii. ClickSend
LastUpdate:June6,2008

ORACLETRANSPORTATIONMANAGEMENT(OTM)

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Author:ChrisBlackburnLucidityConsultingGroupLP