You are on page 1of 19

Kewill-OTM Solution

Utilizing Kewill to rate small parcel shipments with OTM.


Deloitte Consulting LLP May 10, 2011

Contents
Oracle-Kewill Capabilities of Kewill-OTM Solution Configuration How it works Challenges Contact Info 3 4 5 15 17 18

Kewill-OTM Integration1.ppt

Background about the Kewill-OTM solution


Kewill Flagship is a shipping solution.

http://www.kewill.com/il/kewill-flagship

Oracle and Kewill have developed an integration of Kewill Flagship to OTM. The combined solution provides OTM customers with enhanced capabilities for quoting, rating, and manifesting for small parcel shipping. Oracle worked with Kewill to develop an API for rating. According to Oracle, both Kewill and Oracle will continue to work together to enhance the solution.

-3-

Kewill-OTM Integration1.ppt

Key Capabilities of Kewill-OTM Solution


Kewill compliments OTM by expanding upon OTM s core capabilities and providing expanded functionality in the following areas: Improved rating capabilities for Parcel Freight
Kewill Flagship integrates with OTM so that during order planning OTM calls out to Kewill to provide parcel rates and service times.

Generation of tracking numbers and labels for parcel shipments Generation of export declaration and hazmat documents. Parcel carrier tracking and proof-of-delivery

-4-

Kewill-OTM Integration1.ppt

Required Setup
Kewill Configuration OTM Configuration
Source Location Service Provider Rate Service Rate Offering Rate Record Planning Parameter

-5-

Kewill-OTM Integration1.ppt

Kewill Configuration
Kewill is typically installed and configured by the Kewill organization and their consultants.
Required setups that Kewill manages include carriers, rates, accessorials and source locations.

-6-

Kewill-OTM Integration1.ppt

Source Location Setup


Kewill is primarily an outbound transportation solution
When Kewill is implemented, the contract and setup of the Kewill application is based on source locations of shipping. Each location gets a code in Kewill, so you need to set this up in OTM. Use the Refnum KEWILL_CUST_NUM and the corresponding code provided by Kewill.

-7-

Kewill-OTM Integration1.ppt

Service Providers
Setup Service Providers in accordance to your parcel carriers. These will be the parcel carriers utilized by your company and supported by Kewill.
Use the Service Provider Alias section. KEWILL CARRIER CODE and the correct Alias Value are required. UPS = UPS FedEx = FDX

-8-

Kewill-OTM Integration1.ppt

Rate Service
Setup a rate service for each service level you use from your parcel carrier.
FedEx and UPS offer many different kinds of service. For example, our client has 12 different service types for FedEx. Setup these rate services exactly as how they are setup in Kewill. Examples include: FedEx Ground = GND UPS Ground = GND FedEx Priority = PRI UPS Next Day Air AM = NDAE

-9-

Kewill-OTM Integration1.ppt

Rate Offering
Setup a rate offering for each unique parcel carrier/rate service combination.
Key Setups and Recommendations
Name the rate offering to specify the carrier and service level (not required, but helpful). If there is a key distinction between parcel air services and parcel ground, create new modes for each one. Create a new Offering Type that contains the External Rating Engine and Package Count is determined by: fields. For the Package Count is determined by: field, specify U Ship Units if you want to rate at the ship unit level. Select Line Items to rate at the line item level. Accessorials are not required and are setup in planning paramaters.
Kewill-OTM Integration1.ppt

- 10 -

Rate Record
Setup at least one rate record for each rate offering.
Key Setups and Recommendations
If there is no real distinction between where you offer service, setup country to country rates or location to country rates. The only setup for the rate itself is to select KEWILL as the External Rating Engine ID.

- 11 -

Kewill-OTM Integration1.ppt

Planning Parameters
The Rate section of planning parameters requires additional setup for Kewill, specifically around managing accessorial codes.
Specify the codes that will represent each accessorial. These accessorials will also need to be setup in Kewill The Fuel accessorial will return in the rate call automatically, others require that the accessorial code appears on the order release.

- 12 -

Kewill-OTM Integration1.ppt

Item and Order


Ship unit and item information are key to rating via Kewill.
Information regarding length, width and height at the ship unit level are required for rating. This information can be generated by pulling from item details within OTM. Make sure that dimensional information is correct because it can impact rating.

- 13 -

Kewill-OTM Integration1.ppt

Hazardous Items
To rate hazardous items, you must populate the hazardous information on the order release line item.
The following remarks at the order release line must be populated and valid: HAZMAT_QUANTITY HAZMAT_UNITS HAZMAT_PACKINGINSTRUCTIONS HAZMAT_PACKAGETYPE The hazardous detail must be populated and valid as well: Integrate this from your item master Validate against Kewill This can be populated from OTM s existing hazardous item and hazardous material objects.

- 14 -

Kewill-OTM Integration1.ppt

How it all works


At a high level, the overall planning process for Kewill for a direct shipment is relatively consistent with the way OTM plans all shipments.
OTM qualifies the rate offerings and rate records based on the constraints of the order and locations. OTM sends an API rate call for each qualified parcel rate The more small parcel service offerings available, the more rate calls. After all the rate calls are returned, OTM selects the most cost effective rate option that meets the time window of the order release.

There are, however, some notable exceptions:


Kewill handles the transit times The order release early pickup date or the current time (whichever is later), is the start time on the API call to Kewill. OTM doesn t find a best fit for a start time like it does with other modes. End time is also returned by Kewill based on specific transit information from the parcel carriers. Kewill is much more robust in terms of managing holidays and hazardous orders. Kewill is basically an OTM for small parcel in that it manages much of this information inside its own application.
- 15 -

Kewill-OTM Integration1.ppt

Important Rating Information


Kewill rates at the ship unit or ship unit line level, not the overall order release.
Kewill does not look at the overall weight and contents of the order, but rather the contents of the ship unit or ship unit line. Kewill does this because each ship unit represents a shippable unit in this case a box. FedEx and UPS both charge at the box level, so two boxes going to the same place on the same day actually would be rated separately. If you want to rate at the order level, set your rate offerings to rate at the ship unit level, and then set up your order releases to have one ship unit containing all the contents as lines under the ship unit.

Hazardous Rating:
FedEx and UPS both have hazardous constraints that Kewill manages. Besides performing hazardous characteristic checks, Kewill will also prevent rating if there are more than the allotted hazardous items contained within a ship unit. Kewill makes no distinction between like items during this rating. So FedEx and UPS limits corresponding to the max number of unique hazardous items per box will come into play during rating.
Kewill-OTM Integration1.ppt

- 16 -

Key Challenges
Hazardous Rating
UPS and FedEx have different hazardous requirements and regulations. Hazardous values must be correct and the rules can often change.

Managing Dates
The early pickup date approach of the Kewill solution makes managing off delivery date difficult.

Cartonization
Identifying and estimating how many boxes per order release is a challenge

- 17 -

Kewill-OTM Integration1.ppt

Contact Info
Beckman Coulter Ray Giron (rlgiron@beckman.com) Deloitte Chris Starks (cstarks@deloitte.com)

- 18 -

Kewill-OTM Integration1.ppt

Copyright 2009 Deloitte Development LLC. All rights reserved.