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Semelhante a Otm 2013 c13_e-12-gittoes-derek-otm-release-6-3-overview (20)
Otm 2013 c13_e-12-gittoes-derek-otm-release-6-3-overview
- 1. 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 3. Program Agenda
Oracle Transportation Management 6.3 Highlights
Oracle Global Trade Management 6.3 Highlights
OTM & GTM Rollups
Q&A
3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 5. OTM: Transportation Lifecycle Plan Shipments:
Order Management: - Route / Itinerary
- ERP Integration / EDI - Carrier & Equipment
- Rate & Route Options - Service / Schedule
- Consolidation
Cost / Rev Allocation:
- Orders / Order lines Execute Shipments:
- Margin Analysis - Communication
- Reconcile Plan vs. Actual
(route, weights, times, etc)
Buy Side Invoices:
- 3rd party Carriers
- A/P integration
Sell Side Billing: Monitor:
- Customer Billing - Event / Exception Management
- A/R integration - Track & Trace / Visibility
5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 6. OTM 6.3 – released Dec 2012
Over 200 enhancements
Innovation Extension User Experience
• GTM: Oracle Customs • Optimization: Multi-Tier Network, • GTM: Restricted Party Screening
Management (new product) Ship Unit Planning Workbench
• GTM: License management • Document Management • FTI: Re-organized catalog
• Fleet: Map enhancements, • UI configuration, Advanced Layout
• Parcel & Rail (Demurrage)
planning, business intelligence changes
• Mobile support: carrier • Sourcing – Flexible bid model • FlexFields on all major objects
execution, visibility, BI with new rate attributes
• Sourcing – Rate loading
6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 7. Mobile Applications
Access to information and business
Mobile OTM User
Interface
functions across multiple smart phone
and mobile platforms
Examples:
– Carrier tender accept/reject
– Shipment status update
– Order/shipment track & trace
– Business Intelligence
iPad Support
– iPad / Safari as certified browser for
most OTM users interfaces
7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 8. Mobile: Shipment Tendering
Map Shipment
Locations
Use links to Call
or Email
Carriers can
respond to
shipment tenders Map Shipment
Locations
8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 9. Mobile: Visibility & Event Management
Enter & Save
Query for
Events
Shipment Status
Track & Trace
Shipment Events
Auto-Populate
Event Location
based on GPS
9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 10. Mobile: Business Intelligence
Access OTM BI All desktop reports
reports on phone / dashboards are
or tablet available
10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 11. OTM 6.2: Decision Control Center
Multiple panels, multiple Decision Control Center
objects/tabs per panel (orders,
Maximize productivity
shipments, invoices, etc)
All information in one view
Perform necessary actions
Configurable by role / user
Pre-defined queries
per window / tab;
auto-populate data Decision support
actions
NOTE: DCC is not restricted
to FLEET users
11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 12. OTM 6.3: Decision Control Center
Embedded Map:
1. View Orders, Shipment, Routes
2. Perform Actions e.g., Assign
Orders to Routes
3. Drill to details
4. Interact with tabular views
Interactive Display:
Shipment selected
in Map
User defined parent-child
tables. Examples:
1. Shipment Stops
2. Shipment Orders Interactive Display:
3. Shipment Invoices Orders on Selected
Shipment
Interactive Display:
Selected Shipment
12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 13. Transportation Business Intelligence
New Facts & Dimensions
– Flex Fields, Refnums, etc.
– Fleet Data
New Documentation
– How to migrate customized
ETL, metadata, & reports
– How to customize ETL,
metadata, & reports
– And more
OBIEE & ODI 11g
– More features
– Better performance
13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 14. Fleet: Business Intelligence New Fleet
Dashboard and
Related Metrics
“What is the utilization
of my fleet?”
“How is my fleet
performing compared to
3rd party carriers?”
“What is the on-time service
level for my fleet?”
14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 15. New OBIEE 11g Features
Maps
Scorecards:
KPIs & Targets
Actions
Mobile Apps
15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 16. Fleet Management
Resource Assign / Driver Pay /
Availability Load Plan Mobile Comm.
Dispatch Billing
Oracle Fleet Management
Plan Execute Monitor Settlement
• Orders & Shipments • Configurable Dispatch Board • Activity & status tracking • Driver payroll
• Inbound / Outbound • Mobile communications • Regulatory reporting • 3rd party suppliers
• Cross-Hub • En-route hot load assignment • Asset inventory (pools) • Customer billing
• Load Configuration • Event management • Sensor based data capture • Allocations / Accruals
• Dynamic & Static Routing • Brokerage “job” management • GL Coding
• Multi-mode
16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 17. Fleet Management
Enhancements
Fleet Planning
– Slip-seating (truck shared between drivers)
– Straight-trucks & kits
– Backhaul assignment
– Get the Driver Home - opportunistic backhaul
v/s return empty
– Find “home” for order – show options on map
Map-based Workspace
– Map embedded with Decision Control Center
– More map actions
Business Intelligence
– Fleet specific metrics & dashboard
17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 18. Shipment Planning
Optimized • Route • Consolidation • Equipment
Decisions • Mode • Service Provider • Schedule
Engines
Algorithms
& Rules
• Multi-Leg, Multi-Mode • Service Time Engine
Consolidation • Rating Engine
• Multi Stop Consolidation • Load Optimization
• Multi-Tier Consolidation • Ship Unit Optimization
• Driver & Asset • Itineraries & Profiles
Assignment • Carrier Capacity
• Continuous Moves • Location Capacity
Support a Wide Range of Optimization Needs –
Simple Rules Based Planning to Complex Cost & Constraint Based Optimization
18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 19. Multi-Tier Networks
Multi-Tier Networks
– Multiple locations for
consolidation and/or
deconsolidation activities
Use cases
– Multi-modal networks
– Cross-docks
– Hub-and-spoke (local P&D
with linehaul)
– Zone skipping
New optimization framework
Simplified setup
19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 20. Multi-Tier Networks
New multi-tier network
optimization algorithm
– OTM automatically
discovers all network
routing options
– Improved solution
quality & performance
– E.g., unlimited number
of cross-dock / pooling
options
20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 21. Ship Unit Optimization
Load Configuration algorithm was extended to become a generalized
Packing Algorithm
– Used to pack ship units into equipment (existing OTM functionality)
– Now also used to pack order lines into Ship Units
21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 22. Ship Unit Optimization
Mode Selection Example
Scenario Option 1 Option 2
• Order Release sent to OTM • Create one pallet (one ship • Create multiple ship units for
with four packaged items unit) representing the entire the order release
• Each packaged item weighs order release • Ship each ship unit individually
via small parcel at a cost of
40lbs. • Ship via LTL at a cost of $95
$22/carton
• Mode is unknown when Order
Release is created • Total small parcel cost = $88
22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 23. Ship Unit Optimization
Consolidation Example
• Ship Units (partial pallets) shipped from suppliers on the first leg of a 3-leg
shipment
• Ship Units are repacked for ocean leg to consolidate and increase
container utilization
DC 1
Consolidated Ocean Leg
Supplier A
Port Port
DC 2
Supplier B
Consolidated Pallets
Supplier C DC 3
23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 24. Demurrage / Detention
Demurrage / Detention
– Extra costs for use of carrier’s equipment
– Rail cars, ocean containers, etc.
Enhancements
– Model demurrage rules (# of free days,
cost / day, etc)
– Workflow listens for events and
creates/updates demurrage transaction
– Generate settlement and liability reports
Benefits
– Lower transportation costs
24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 25. Document Management
• Shipment Document
Determination – Auto
Assign Rules
• Document Statuses
• Define Reviewers,
Subscribers, etc
• Manage Revisions
• Include Text Templates
based on Transaction
• Barcode support
25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 27. Typical Global Trade Transactions
3) Export from US to EU
1) Import to US from China • Product Classification
• Product Classification • Embargo Check/ DRPL Screening
• Embargo Check • Export License Management
• DRPL Screening • Printing of Export Documents
• Import License Management • Electronic Communication (AES)
• Printing of Import Documents
4 5) Export from EU to Other Countries
5 • Product Classification
1 3
• Embargo Check
• DRPL Screening
• Export License Mgmt
2 4) Import to EU from US
• Printing of Export Docs
• Product Classification
• Electronic Communication
• Embargo Check (NCTS, ATLAS, etc.)
2) Import to US from Mexico • DRPL Screening • Trade Preference Processing
• Product Classification • Import License Management • Restitution Handling
• Embargo Check • Free Circulation
• DRPL Screening • Transit Procedures
• Import License Management • Duty & VAT Calculations
• NAFTA • Printing of Import Documents
• Electronic Communication
(NCTS, ATLAS, etc.)
27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 28. Transportation & Global Trade Management
Single platform for global trade & transportation
Transportation Management Transportation Cooperative
Routing
Transportation Operational Transportation Sourcing
Planning
Freight Payment, Fusion Transportation
Billing & Claims Intelligence
Fleet Management Logistics Inventory
Visibility
Forwarding & Global Trade Management
Brokerage Operations
28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 29. Transportation & Global Trade Management
Minimize Total Cost of Ownership
All in a SingleTransportation Cooperative
Transportation Management Product Routing
•1 user interface
Transportation Operational Transportation Sourcing
Planning
•Global access
•1 data model
Freight Payment, Fusion Transportation
Billing & Claims
•Single source of truth Intelligence
•1 integration point
Fleet Management Logistics Inventory
Visibility
•ERP agnostic
Forwarding &
•1 system to administerManagement
Brokerage Operations
Global Trade
29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 30. OTM+GTM – Single Platform
GTM and OTM functions are GTM trade transactions are linked
part of one application – only to OTM orders or shipments (or
separation is license packaging they can be standalone)
30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 31. Oracle Global Trade Management 6.3
Product Features by Module
Oracle Global Trade Oracle Customs
Oracle Trade Compliance
Management Management
• Global Trade Content • Trade Control Management • Customs Determination
• Upload & Maintenance • License Determination • Electronic Filings & Documents
• License Exceptions • Configurable Global Solution
• Master Trade Data • OGA, ADD, CVD Screening
• Items, Parties, & Registrations • Document/Template Determination • Customs Preparation
• Item Templates • Corporate Policy Enforcement • Virtual Shipment Consolidation
• Other Trade Controls • Unit of Measure Conversion
• Product Classification • Currency Conversion
• Duty & Tax Visibility • License Management • Basic Valuation Calculations
• OGA, ADD, CVD Visibility • License Repository
• Restricted Party Screening • License Assignment • Customs Connectivity
• License Lifecycle • Electronic Filings and Documents
• Sanction Screening • Freight Forwarder & Broker Collaboration
Platform
• Document Management
• AES Certification
• System Infrastructure • Direct Connection to AES
• Transaction Processing, Workflow,
Messaging, Business Monitor, Security, User
Management, Advanced Layout, Work
Queues…
31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Red = New in GTM 6.3
- 32. Restricted Party Screening
Screen any type of party “How conservative
do I want my
– Customers, suppliers, banks, screening to be?”
employees, etc.
Screen any type of transaction
– Purchase order, sales order, “Which parties
service parts need to be
reviewed?”
Screen against multiple lists
– Government agencies, internal
lists
“What are my
Support multiple processes potential matches?
Which list”
– Quoting, booking, shipping,
service, hiring, front desk
32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 33. GTM 6.3: Restricted Party Screening Workbench
“Escalate to
Manager”
“Work Queue of
Potential
Restricted Parties
“Potential Matches for
Restricted Party”
“Clear All or
One at a Time”
33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 34. GTM 6.3: License Management
Create License Determine Trade Determine Eligible Monitor Dates Define Report Query Historical Usage
Controls Licenses
Edit/Update License Place Transaction Assign License Monitor Usage Run Report
on Hold
Renew License Update License Monitor Status Archive Report
Close License Release Hold
34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 35. GTM 6.3: License Management
“Which licenses do I
have available?”
“Which licenses can
I use for this
transaction?”
“When does this license
expire? What is the
remaining balance”
35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 36. Oracle Customs Management
Product Overview Authority
CHALLENGE
Importer / Exporter Customs
Provide a centralized, global solution to manage worldwide with Oracle Global Brokers
customs processes, collaboration, and connectivity Trade Management
Delivered as a new module of Oracle Global Trade Management Filing
Vendors
Centrally manage worldwide customs operations
– Determine electronic filing & documentation requirements
– Virtually consolidate shipments if needed
– Prepare & validate data including currency & UoM conversion
– Transmit filings & documents to regulatory bodies or trading partners
– Standardize global processes, communication, and error resolution
Reduce spend & reliance on trading partners
Certified filings to regulatory agencies
36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 37. Customs Management
Determine Required Filings
“Rules engine
determines when a
filing is required”
“Rules engine determines
the required document
type for the filing”
37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 38. Customs Management
Prepare the Documents/Filings
“What data need
to be validated?”
“Generate the
filing document”
“What’s the status
of my filing?”
38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 39. OTM / GTM Rollups
39 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 40. OTM/GTM Lifetime Support Policy
Release End Premier End Extended End Sustaining
5.5 Nov 2010 Nov 2013 Indefinite
6.0 May 2014 Not Available Indefinite
6.1 Dec 2014 Dec 2017 Indefinite
6.2 Dec 2015 Dec 2018 Indefinite
6.3 Dec 2017 Dec 2020 Indefinite
40 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 41. Release 6.2 Rollup Counts
Rollup Date Enhancements Corrections
6.2.1 Mar-2011 16 382
6.2.2 Jun-2011 16 258
6.2.3 Sep-2011 10 223
6.2.4 Dec-2011 5 197
6.2.5 Feb-2012 6 116
6.2.6 Jun-2012 15 175
6.2.7 Aug-2012 6 103
6.2.8 Dec-2012 5 160
41 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 42. 6.3 Rollups – improvements over 6.2 Rollups
Released every 4 months
Will be able to patch against specific Rollups
Can include more robust enhancements:
– Incremental DB additions
– Incremental XML additions
– Property / Parameter controlled enhanced functionality
Improved upgrade experience
– Due to more focus on incremental controls – if current
– Working on reducing downtime for Rollups – if current
42 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 43. 6.3 Rollups – similarities to 6.2 Rollups
While we will have the ability to patch back:
– Backports of bugs will still be on an exception basis
– No backports of enhancements
Same advice from Development: Stay Current!
– No official line on Rollup age, but similar to current approach we will
not be able to patch back too many Rollups – they age!
– Likely no longer than 1 year (match other Oracle products)
6.3.1 will still be largely a bug fix Rollup for forward porting and
critical bugs.
43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 44. OTM & GTM Road Map
What’s Next Future Directions
Current Release
0-12 month planning cycle Post 12 month planning cycle
• OTM 6.3 • OTM 6.3.x • OTM
• Mobile application support • Cloud Services • Rate management & Sourcing
(visibility, BI) • Strategic scenario planning • Mobile apps – extended use cases
• Planning: multi-tier networks, ship • Equipment & ship unit optimization • User Experience: Endeca,
units • Shipment optimization WebCenter
• Fleet management: business • Fleet optimization enhancements • Geospatial enhancements
intelligence • FTI-OBIA integration • Fusion SCM integrations
• Rail enhancements (demurrage)
• Sourcing enhancements • GTM 6.3.x • GTM
• Compliance rules content • Bonded Warehouse & Processing
• GTM 6.3 integration Zones
• Customs Management – new • Single-Level BOM support • Free trade programs
product • Global Trade Business Intelligence • Duty drawback
• License Management – new product • Landed cost planning
• AES filing certification • Customs/Import usability • Trade Finance - new product
• Restricted party screening enhancements • Fusion SCM integrations
workbench • Customs filing partnerships
• Document management
44 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 45. Q&A
45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 46. Safe Harbor Statement
The preceding is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated
into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole
discretion of Oracle.
46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 47. 47 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
- 48. 48 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.