Monday, August 15
8:30 AM - 10:10 AMRegency Ballroom
General Session - Oracle Product Development
Jim Mooney, Oracle
10:40 AM - 11:55 AMCommonwealth A
Training Session - OTM and REST APIs
Chad Walkowiak and John Liu, Oracle
Attendees of this session will receive examples of use cases where the REST APIs could be leveraged. We’ll discuss the differences between the REST APIs and OTM’s other integration methods. Further discussion points will include authentication and upcoming plans to secure the API, documentation of the REST API, and finally, some best practices for using the REST API.
10:40 AM - 11:55 AMCommonwealth B
Locations, Customers, Parties, Contacts
Vijay Sai Somisetti, The Scoular Company
The paper talks about integrating Shipping Locations, Customers, Involved parties, Contacts, Service Providers to OTM but keeping them separate for different operations in OTM.
For example, we don't want to use a truck logistics location as an involved party on a shipment, and at the same time, don't use a customer involved party as a source or destination location.
We will also discuss how a Contact is different from GTM Party in OTM and how they are different. We will look at how screening a location is different compared screening involved parties.
We will explore how GTM Parties Screen is separated from Contacts screen and how the data entry is different at different places in OTM
We will also discuss about the possible enhancements to stream line this process in OTM for operational use
The process of separating customers and service providers in OTM will also be touched and potential enhancements will be discussed
10:40 AM - 11:55 AMCommonwealth C
OTM 6.4 Rate Management
Eric Rosenbloom, Inspirage
This presentation provides a detailed introductory illustration of the use of the OTM 6.4 Rate Management feature showing how to load and maintain rates using an Excel template which is automatically generated by OTM from a sample Rate Offering and Rate Record. Attendees should expect to gain a detailed end-to-end understanding of the use of this new feature, its strengths, and its current limitations.
10:40 AM - 11:55 AMCommonwealth D
Site Surveys for OTM Expansion
Caleb Warner, WestRock
All of us need to expand our OTM footprint from time to time. Whether rolling out to new business units in divisions that are already well established or expanding to completely new areas, there are some basic pieces of information that you need to identify as early as possible with your end users. This session will be about West Rock's lessons learned rolling on additional facilities into our OTM environment.
1:15 PM - 2:35 PMRegency Ballroom
General Session - Oracle Product Strategy Update
Derek Gittoes, Oracle
2:50 PM - 4:05 PMCommonwealth A
Training Session: Network Routing
Presented by Inspirage
This functionally-oriented talk provides a practical introduction to the OTM Network Routing Feature. We will walk through a fully configured simple example in complete detail.
2:50 PM - 4:05 PMCommonwealth B
How Veritas Achieved Global Success in GTM Implementation
Michael Shay, Veritas Technologies LLC
Veritas went live on GTM in October 2015, with a geographical scope covering America, Europe and Asia trade compliance operations. This presentation will share the experience gained during the implementation as well as lessons learned. From detailed functional and technical implementation point of view, many works are breaking new ground for GTM, e.g. Supplier and Banks Screening, Service Contract Screening and User Manually Managed Shipments etc. This presentation will also share tips and tricks for these areas.
2:50 PM - 4:05 PMCommonwealth C
Streamlining AES Filing in Complex Supply Chains
Joe Spear, Accelalpha
AES Filing is a key step when exporting from the United States. Although it is necessary to submit an accurate filing prior to shipping, the filing usually occurs at the end of the shipping process and, if impeded, can prevent goods from leaving the dock. By configuring the AES Filing functionality in GTM, we can streamline the filing process to ensure on-time and accurate filing by leveraging OTM data. AES Filings can be complicated, however, when multiple shipments are consolidated or when multiple business units are involved. These scenarios can be addressed through advanced configurations within GTM to ensure compliance throughout the process.
Join Debo Banerjee from GE Power & Water and Joe Spear from Accelalpha as they discuss the value of performing AES Filing in GTM and explain advanced configurations which allow complex shipments to be filed.
2:50 PM - 4:05 PMCommonwealth D
Implementation of OTM 6.4.1
Derek Solis, Mutual Materials Co.
Mutual Materials is the leading manufacturer and distributor of masonry and hardscape products in the Pacific Northwest. The company, headquartered in Bellevue, WA and with branch offices and DC's in Washington, Oregon, Idaho, Montana and British Columbia, serves consumers, masonry and landscape professionals and dealers. A strategic advantage for Mutual has always been the ability to deliver our products directly to the homeowner, job site or dealers using a combination of common carriers and our own fleet. In 2011, Mutual sought to enhance these capabilities by modernizing the software and business processes used to provide these services to our customers. OTM was selected as the right tool for this effort, and was implemented in Aril of 2012. And while the use of OTM has delivered the intended benefits, and more, we were still missing a critical piece of information, that being, a near real time update of activities from our drivers as they made deliveries throughout the day.
With OTM Version 6.4.1 supporting a mobile application, this information is now available. This talk will describe how Mutual has configured OTM to support our customers by enabling our fleet drivers to provide updates of shipment activities as they are progressing. This information, while being valuable to dispatchers, is also being used to notify customers of pending deliveries in real time, and with the most accurate estimates available. Tight integration of OTM with our Oracle EBS system enables our customers to be notified via email or text message when their deliveries are due. We are also using the mobile app to capture signatures, take photos and records notes from drivers that are directly connected to the shipments being made.
With Version 6.4.1, the benefits Mutual has seen by using OTM are increased yet again. We continue to seek ways for this technology to be used to enhance the strategic advantages Mutual Materials continues to enjoy over its competition.
4:20 PM - 5:35 PMCommonwealth A
Training Session - OTM v6.4 New Features
Vipin Madan, Infosys
In this session, we will talk some of the new features available in Oracle Transportation 6.4.1 version. With introduction of ADF technology, Oracle is moving towards a more modern user experience. Shipment visibility screen has been revamped and Oracle has introduced some interesting features like Oracle Transportation Mobile, Workbenches, Visibility screen view / understanding, Rate Maintenance etc. Oracle transportation mobile is a new native app introduced by Oracle which can be downloaded from Apple and Google's App Stores. Customer’s field work force can benefit with this app feature and it can help improve last mile visibility and Order-to-cash Cycle. Workbench can help users in having multiple screen sets put together in one workbench as well as visibility in the map. Rate Maintenance feature can help in maintaining and approval of rates. We will talk through some of these new features in details and their benefits for customers as well as how customers can configure them to use in their implementation.
4:20 PM - 5:35 PMCommonwealth B
Leveraging Dock Manager for Warehouse & Carrier Efficiencies
May Ahn and Tyler Christensen, Niagra Water
Dock manager is used in OTM to assign appointments to shipments per location resource. Location could be source or destination and resource could vary in terms of activity such as load, unload or receive. At Niagara we use dock manager to schedule pickup as well as delivery appointments for different types of orders -customer delivery, customer pickup, inbound (raw materials and copack shipments), warehouse transfers and preloads. We are able to systematically satisfy different service provider methods of loading customer product for delivery, scheduling the appointments at our warehouses, customer-carrier appointment needs for CPU and Inbound shipments from our suppliers to name a few. We also provide some control to our service providers to move around the appointments via carrier portal. We also built a PL/SQL customized procedure in place to assign dock slots to shipments based on where they are shipping from and type of order on the truck. We conclude that the results of this have saved us time and effort, possible human error and miscommunication and also improved the perfect shipment delivery to our customers both internal (planning team) and external (customers).
4:20 PM - 5:35 PMCommonwealth C
Handshake and Exchanging Pleasantries: Communication and Optimizing the OTM Integration Interface
Noel Dmello, KSAP Technologies
Proper interaction and integration involves not just a handshake but the exchange of pleasantries. Data interfaces for OTM uses XML messages. In these messages Transmission is the root element used to envelope data and associated information such as authentication when posted or transmitted by OTM. Processes such as Web Services, HTTPPOST, OAQ or Direct XML Insert can be used to post data to OTM. On the outbound from OTM Web Services, FTP and HTTPPOST are used to transmit data from OTM. To better manage the integration interface when data is interfaced with OTM either inbound or outbound utilizing such methods three other primary XML documents can be utilized, Transmission Ack, Transaction Ack and Transmission Report. The Transmission Ack encompasses the handshake between two applications and is the interface that provides an acknowledgement and receipt of data. The Transaction Ack is an acknowledgment or receipt that OTM sends at a transaction level. The Transmission Report on the other hand deals with the exchange of pleasantries since it captures the information of the results from the posting or transmitting of data with OTM. The data included in the Transmission Report can then be posted or received by external applications and can be critical specially in cases when an error occurs. The presentation will focus on the technical and functional details of the type and content of all of these elements. Pros and Cons of the different methods and processes to post and receive data from external applications will be discussed. Various scenarios and details of optimally utilizing these interfaces with emphasis on troubleshooting integration issues will be examined.
4:20 PM - 5:35 PMCommonwealth D
Ruan 3rd Party Logistics Execution via OTM
John Estapa, Ruan Transportation
Ruan Transportation adopted the OTM application for its TMS of choice to serve customers as a 3rd Party Logistics provider in 2013. We have been executing within the application for a diverse group of customers over various industries from minor to major complexity. We will overview our technical architecture, integration framework, functional processing, and reporting capabilities, during the session.
Topics for Review:
- System Architecture / Interfaces Including FTI
- Customer On-boarding Process (Canonical Generic Schema).
- Types of Planning and Execution
- Interaction with Carriers and Internal Fleet (EDI Documents / Backfeed of Costing).
- Track and Trace Including Geo fencing with FourKites (First OTM integration of this type).
- Rate Loading / Types of Customer Rating / RIQ Interface
- FTI Overview (Customer Templates – Usage of Flex Fields)
- Knowledge Transfer / Iowa State Univ