One Function, Two Approaches

Document Management in OTM and GTM

Andrew Shang

Oracle Consulting

Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

2

Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

3

You can manage Documents

better than this!

4

Document is Important in Trade

and Transportation

5

Overview

• Document can be a report or scanned image.

• GTM provides the option to maintain documents

for business objects especially trade transaction

and custom shipment.

• The documents can be either generated in GTM

using BI Publisher or uploaded or attached to

Business Objects

Document Management

Activities

Review

Distribution

Storage

Generation

ValidationUpload

Revision

Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

8

Document Determination - OTM

• Auto Assignment Rule

9

If Transport Mode is VESSEL-CO, assign

BILL OF LADING

• Documents get determined once rule

conditions are met

Document Determination - OTM

10

Shipment meets Rule Condition

Document Determined

Document Determination - GTM

• Compliance Rule

11

If ORG is USA …

Document Determination - GTM

• Compliance Rule

12

… assign US Commercial Invoice as well as Text

Template, Reviewers and Subscribers

Document Determination - GTM

• Compliance Rule

13

Document Determined once condition is met

Trade Transaction ORG is USA

Document Determination - GTM

• Compliance Rule is only for Trade

Transactions and Customs Shipment

• How about other GTM business objects?

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Document Determination - GTM

• Auto Assignment Rule

15

If Remark CERTIFICATE_REQUIRED

exists, Certificate is required

Document Content

• BI Publisher Reports

• User Uploaded Files

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Document Validation

• To ensure data quality in a document,

Validation can be done before document

generation

• Document Validation is via Validation

Rules

• Document will only be generated once all

validation rules have passed

17

Document Validation

• Custom Commercial Invoice Validation

18

HS must exist and must be 01-97

Document Review

• Document can be reviewed by a list of

responsible reviewers

• Document Finalization can be controlled,

e.g. when all reviewers approved the

document

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Document Revision

• Every version of document can be kept

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Document Distribution

• Email, Print and Queue, etc

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• Database Schema

• Content Management System

Document Storage

22

Packing List

Bill ofLading

CertificateOf Origin

OTM/GTM Schema

Content Management System

Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

23

Document Upload

• Business Case:

– Original Scanned Copies of Rate Offerings

have to be maintained and easily retrieved in

OTM

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Document Upload

• Out of Box:

– No Action/Smart Link to Upload and View

Document

– No indication of document uploaded

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Document Upload

• Solution 1:

– To allow Uploading Document via Action

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Document Upload

• Solution 1:

– To allow Uploading Document via Action

• Insert Additional Records to below tables

– ACTION_DEF

– ACTION_DEF_STATE

• Define new Action and add Action to Screen Set

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Document Upload

• Solution 2:

– To allow viewing documents via Smart Links

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Document Upload

• Solution 2:

– To allow viewing documents via Smart Links

• XML Modification

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Document Upload

• Solution 3

– Image of document attachment in Screen Set

– Agent to set image

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Import Document Management

• Business Need: – Once user approves Freight Forwarder’s Import

Request, Instruction needs to be sent to Forwarder via Email

• Solution:– Once User approves the import activity, generate the

document

– Agent to pick up relevant Freight Forwarder’s email from Involved Party on Transaction, and send the document via email

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Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

32

Wish List

• Auto Assignment Rule to cover more GTM

content

33

Wish List

• Compliance Rule Saved Query to cover

Trade Transaction

34

Saved Query doesn’t work for Trade Transaction Header even if “For Transaction Line” check box is unchecked

Agenda

• Overview

• Document Management in OTM and GTM

• Implementation Tips and Tricks

• Wish List

• Summary

35

Summary

• Document is the lifeblood of Transportation

and Trade Compliance business

• OTM and GTM have similar yet different

approaches to support Document

Management

• Business Requirements that out-of-box

feature doesn’t support may be achievable by

additional set up during implementation

36