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OTM 6.3 Core Competence (OCC)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Duration: 4 Days

Price: SGD 4,220.00

In this intensive and hands-on course, you'll learn about the core functional components of OTM.

Learn To:

  • Describe the Oracle Transportation Management and Global Trade Management product options.
  • Find what you need in OTM.
  • Understand how to customize OTM pages.
  • Enter data to model sample business process.
  • Create an order and release an order in OTM.
  • Create buy shipments from orders.
  • Execute buy shipments.
  • Enter buy shipment tracking events.
  • Review order movements.
  • Review network routing.
  • Optionally, review OTM log files.
  • Optionally, review how to upload data to OTM via CSV files.
  • Optionally, review use of ground schedules and trip templates.

Benefits to You

Understand core functionality of Oracle Transportation Management so that you can quickly get up and running on OTM at your facility.

End-to-end Shipment Workflow

You'll learn what data is required to build direct, multi-stop, and multi-leg buy shipments via actions and bulk planning. Start by entering data for locations, calendars, carriers (service providers), and other data required for entering purchase orders and order releaeses. Create rate structures for the transport modes of truckload, less-than-truckload, and ocean and then plan buy shipments for these modes. See how a service provider accepts or declines tenders and enters buy shipment tracking events once a shipment is in transit.

More Details About the Course

This course is taught from the buy shipment perspective. It does not cover the process from the perspective of a service provider and sell shipments are not covered. Also since OTM is such a large product, this class only covers the basic capabilities and other than shipment planning it does not cover the additional product options available for purchase.

This is an intensive course which covers a wide range of topics in 4 days. This course is based on Oracle Transportation Management release 6.3.1.


Who Should Attend

  • End Users
  • Project Manager
  • Technical Consultant
  • Functional Implementer

Course Certifications

This course is part of the following Certifications:


Suggested Prerequisites:

  • Understand the transport process of your company
  • Basic knowledge of transportation and logistics processes

Course Objectives

  • Tender/book and accept a buy shipment as a service provider
  • Retrieve and explain status information on a buy shipment
  • Basic troubleshooting
  • Distinguish and describe the components of OTM
  • Enter data to model sample business processes
  • Enter fundamental data elements to build a buy shipment, including service providers and rates
  • Create an order and release an order in OTM
  • Create buy shipments from orders
  • Enter buy shipment tracking events

Course Content

Introduction and Basic OTM Concepts

  • Course Overview
  • Reviewing OTM Terminology
  • Navigating OTM
  • Adding and Retrieving OTM Data
  • Setting OTM Preferences
  • Customizing OTM

Scenario 1: Creating Orders and Planning Shipments in OTM

  • Managing Orders in OTM
  • Viewing OTM Statuses
  • Planning Shipments
  • Manually Modifying Shipments
  • Tendering Shipments
  • Entering Shipment Tracking Events
  • Understanding Visibility for Orders and Shipments

Scenario 2: Configuring OTM to Build and Tender a Multi-stop Shipment

  • Creating Locations, Corportations, Calendars, and Contacts
  • Creating Commodities and Items
  • Creating Equipment Groups and Equipment Group Profiles
  • Creating Service Providers and Configuration Contact Notification
  • Configuring Automation Agents
  • Configuring Rate Distance, Rate Service, Rate Offerings, and Rate Records for Truckload and LTL
  • Creating Itineraries
  • Creating and Releasing Order Bases and Bulk Planning the Order Releases

Scenario 3: Building a Multi-leg Shipment

  • Viewing Staged Data (Items, Equipment Groups, Service Providers and Truckload Rates)
  • Creating Rate Offerings and Rate Records for Vessel
  • Defining Accessorials and Special Services
  • Querying for Truckload and Vessel Rates
  • Creating a Multi-leg Itinerary
  • Configuring Auto Assignment Rules
  • Creating Order Releases
  • Planning a Multi-leg Shipment and Viewing Order Movements

Appendix A: Viewing OTM Log Files

Appendix B: Importing and Exporting Static Data via CSV

Appendix C1: Configuring Pre-scheduled Milk Runs

Appendix C2: Creating Trip Templates

Appendix C3: Working with Templates

Course ID: OCC

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