OTM Implementation Best Practices in an EBS Environment

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OTM Product Footprint

Transportation Order Capture Transportation Planning Transportation Execution Freight Payment, Billing and Claims

Carrier and Asset Management

Cooperative Route Planning

Transportation Sourcing

Global Visibility Supply Chain Event Management Business Intelligence (Analytics & Reporting) Freight Forwarding and Brokerage

Packaged Integration
EBS OM / WMS / Inv Mgmt EBS Purchasing XML / XSL Oracle Retail EBS Financials

B P E L

Web Services Orders Shipments Events Oracle OTM

Web Services Invoices Allocations Accruals

B P E L

XML / XSL

Other Financials

Other ERP / SCM

Standardized, packaged integrations via Web Services, orchestrated by BPEL XSL

Outbound Order Process Flow

Oracle EBS Required Setups

Profile options Enabling OTM in Shipping Parameters Create/Sync Carriers Create Equipment item in Oracle Item Master Other data points in Oracle to keep in mind:
Service levels Freight terms

Profile Options

Shipping Parameters

Create/Sync Carriers

Equipment Items

Oracle Lookup Values

OTM Required Setups

External System(s)
Create External System Create Web Service Create WSDL document Assign WSDL doc to Web Service Assign Web Service to External System

Automation Agents Rate Service Payment Codes

EBS Automation Agents

Rate Service Setup

EBS Service Level = OTM Rate Service

Payment Method Codes

EBS Freight Terms Code = OTM Payment Method Code Code in OTM must match what is defined in EBS

Things to Keep in Mind

Packaged integration only supports a single OTM domain

Limitation of modes available in EBS

Delivery creation process is crucial

Single Domain Support

OTM supports multiple domains however, the standard integration will only support whatever domain is defined in this profile option.

Limited Modes Available in EBS

Although OTM supports many different modes of transportation, Oracle Shipping only supports this finite list of modes

Delivery Creation Process is Crucial

Single delivery must not exceed weight/volume constraints of equipment defined in OTM Dates that drive shipment planning are contained in fields that are typically hidden on the Shipping Transaction form Ignore for Planning field must be displayed

Other Best Practices

Load and maintain rate data via CSV files Leverage automation agents to automate business processes Create/utilize custom screen sets and menus Use Oracle UPK for training