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OTM Implementation Best Practices in an EBS Environment

Mauricio Ramirez - OTM Implementation Best Practices

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Page 1: Mauricio Ramirez - OTM Implementation Best Practices

OTM Implementation Best

Practices in an EBS Environment

Page 2: Mauricio Ramirez - OTM Implementation Best Practices

Lucidity Background

• Founded in 2001

• Headquarters in Dallas with offices in Chicago and Denver

• Flexible Implementation Options

• 110+ Full-time employees

• 140+ Customers

• Full service consulting approach

Experienced Practice Leaders

Seasoned Consultants

• Full service consulting approach– Complete Oracle portfolio provider

– Application Support

– Technology Integration

• Multi Recipient of Oracle Partner of the Year

Award

• First Oracle Partner to go live with OTM post

acquisition

Proven Partner to our Customers

Oracle Certified Advantage Partner

Page 3: Mauricio Ramirez - OTM Implementation Best Practices

OTM Product Footprint

Transportation

Order Capture

Transportation

Planning

Transportation

Execution

Ca

rrie

r a

nd

Ass

et

Ma

na

ge

me

nt

Co

op

era

tiv

e R

ou

te P

lan

nin

g

Tra

nsp

ort

ati

on

So

urc

ing

Freight

Payment,

Billing and

Claims

Global Visibility

Supply Chain Event Management

Business Intelligence (Analytics & Reporting)

Freight Forwarding and BrokerageCa

rrie

r a

nd

Ass

et

Ma

na

ge

me

nt

Co

op

era

tiv

e R

ou

te P

lan

nin

g

Tra

nsp

ort

ati

on

So

urc

ing

Page 4: Mauricio Ramirez - OTM Implementation Best Practices

Packaged Integration

BB

PP

EEXML /

XSL

XML /

XSL

BB

PP

EE

Web

Services

Orders

Web

Services

Invoices

OracleOracleOTMOTM

EBSOM / WMS / Inv Mgmt

EBSOM / WMS / Inv Mgmt

EBS Purchasing

EBS Purchasing

EBSFinancials

EBSFinancials

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

EE

LLXSL XSLEE

LLOrders

Shipments

Events

Invoices

Allocations

Accruals

OracleRetailOracleRetail

OtherERP / SCM

OtherERP / SCM

OtherFinancials

OtherFinancials

Page 5: Mauricio Ramirez - OTM Implementation Best Practices

Outbound Order Process Flow

Page 6: Mauricio Ramirez - OTM Implementation Best Practices

Oracle EBS Required Setups

• Profile options

• Enabling OTM in Shipping Parameters

• Create/Sync Carriers

• Create “Equipment” item in Oracle Item • Create “Equipment” item in Oracle Item

Master

• Other data points in Oracle to keep in mind:

– Service levels

– Freight terms

Page 7: Mauricio Ramirez - OTM Implementation Best Practices

Profile Options

Page 8: Mauricio Ramirez - OTM Implementation Best Practices

Shipping Parameters

Page 9: Mauricio Ramirez - OTM Implementation Best Practices

Create/Sync Carriers

Page 10: Mauricio Ramirez - OTM Implementation Best Practices

Equipment Items

Page 11: Mauricio Ramirez - OTM Implementation Best Practices

Oracle Lookup Values

Page 12: Mauricio Ramirez - OTM Implementation Best Practices

OTM Required Setups

• External System(s)– Create External System

– Create Web Service

– Create WSDL document

– Assign WSDL doc to Web Service– Assign WSDL doc to Web Service

– Assign Web Service to External System

• Automation Agents

• Rate Service

• Payment Codes

Page 13: Mauricio Ramirez - OTM Implementation Best Practices

EBS Automation Agents

Page 14: Mauricio Ramirez - OTM Implementation Best Practices

Rate Service Setup

• EBS Service Level = OTM Rate Service

Page 15: Mauricio Ramirez - OTM Implementation Best Practices

Payment Method Codes

• EBS Freight Terms Code = OTM Payment Method Code

• Code in OTM must match what is defined in EBS

Page 16: Mauricio Ramirez - OTM Implementation Best Practices

Things to Keep in Mind

Limitation of modes available in EBS

Packaged integration only supports a single OTM domain

Delivery creation process is crucial

Limitation of modes available in EBS

Page 17: Mauricio Ramirez - OTM Implementation Best Practices

Single Domain Support

• OTM supports multiple domains however, the standard integration will only support

whatever domain is defined in this profile option.

Page 18: Mauricio Ramirez - OTM Implementation Best Practices

Limited Modes Available in EBS

• Although OTM supports many different modes of transportation, Oracle Shipping only

supports this finite list of modes

Page 19: Mauricio Ramirez - OTM Implementation Best Practices

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 formTransaction form

• Ignore for Planning field must be displayed

Page 20: Mauricio Ramirez - OTM Implementation Best Practices

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

Page 21: Mauricio Ramirez - OTM Implementation Best Practices