OTM Implementation Best

Practices in an EBS Environment

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

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

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

Outbound Order Process Flow

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

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 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

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

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 formTransaction 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