Update 19B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
19 APR 2019	Agent Logging and Statistics	Updated document. Delivered feature in 19B.
28 MAR 2019	Invoice Adjustment Cost Behavior Enhancement	Updated document. Delivered feature in 19B.
08 MAR 2019		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, 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 remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Transportation and Global Trade Platform

Architecture

REST Services

This REST Services feature provides you with an additional set of REST resources and supported operations as well as a new swagger based REST API Documentation that can be found on docs.oracle.com.

Resources	Operations
Appointment	GET
Bill	GET
Claim	POST, GET, PATCH, DELETE
Consol	POST, GET, PATCH, DELETE
Contact	POST, GET, PATCH, DELETE
Contact (Trade Parties)	POST, GET, PATCH, DELETE
Corporation	POST, GET, PATCH, DELETE
Driver	POST, GET, PATCH, DELETE
PowerUnit	POST, GET, PATCH, DELETE
Equipment	POST, GET, PATCH, DELETE
EquipmentGroup	POST, GET, PATCH, DELETE
EquipmentType	POST, GET, PATCH, DELETE
GtmShipment	POST, GET, PATCH, DELETE
GtmTransaction	POST, GET, PATCH, DELETE
GtmLicense	POST, GET, PATCH, DELETE
Invoice	GET
PackagedItem	POST, GET, PATCH, DELETE
Item	POST, GET, PATCH, DELETE
Itinerary	POST, GET, PATCH, DELETE
Location	POST, GET, PATCH, DELETE
Order	GET
OrLine	GET
OrderBase	GET
OrderMovement	GET
Quote	POST, GET, PATCH, DELETE
ServiceProvider	GET, PATCH
Shipment	GET, POST
SellSideShipment	GET, POST
Voucher	GET
Voyage	GET
WorkInvoice	GET
GtmCampaign	POST, GET, PATCH, DELETE

Default Notify Stylesheets Available as Public Content

This feature provides you with the default notify stylesheets loaded as PUBLIC content.  This allows you to more easily download, edit and upload the notification stylesheets.

Export File Usability Improvements

For users involved in the export of data either as a CSV export, DBML export or using the Perform Integration Command to obtain the outbound transmission for a specific object this feature provides a number of usability improvements.  You now have the option to save File on Local so the output can be saved locally, and a new browser text panel and Copy Text option has been provided which provides a cleaner view to the export values rendered on your browser. 

Agent Logging and Statistics

This feature provides you with enhanced agent and agent action logging and statistics.  With each agent/agent action execution the agent initiation, completion, error messages or customer specified log instructions are now captured. 

In addition, cumulative statistics for each agent/agent action are also captured including the average and maximum time for agent/agent action completion.

User Interface Refresh

Accessibility - Keyboard Navigation

In this release we focused on improving keyboard navigation, allowing you to easily navigate OTM and GTM without a mouse.  Some areas of focus include the following:

• Eliminated any keyboard traps to make sure you do not get stuck when navigating the application.
• Make it easier for you to jump between sections/tabs
• Verified that you can navigate the following with the keyboard
  • Navigator Menu
  • Global Header functions
  • Springboard Menu
  • Finder Criteria
  • Finder Results
  • Finder Criteria
  • Finder Results

Accessibility - Skip Navigation Menu

Skip Navigation Menu has been added, this allows you to jump from the url to a menu that allows you to navigate directly to various components of the screen such as:

• Search Field
• Main Content/Springboard

Accessibility - Validate Usage of Color

Accessibility - Validate Usage of Color.  Verify that color is not the sole conveyance of information.  For example, have added indicators where the colors red and green were solely used.

Accessibility - Screen Reader

This feature provides you with a screen readable navigation path through OTM and GTM.  Screen readers convert digital text to synthesized speech and are used to help people who are blind or who have low vision to use information technology with the same level of independence and privacy as anyone else.  Screen readers depend on a consistent UI format and layout to provide a usable and seamless navigation process.  

To improve the OTM and GTM screen reader navigation experience the following improvements were made:

• Finder Results readable as a Table Format
• Add Roles where necessary for buttons and menus
• Sections/Headings consistently identified and categorized
• Alternative Text added where necessary.

Accessibility - Documentation

In this release, the accessibility features and navigation tips are outlined in a new online help section, Accessibility Features Guide.

User Experience - General - New Indicators

Two new indicators are available within OTM and GTM:

• Blue
• Orange

Home Experience Improvements - Default Colors and Theme Management Enhancements

The default colors for the OTM/GTM header and springboard have been changed to an appealing light sky blue background with dark gray font with header icons.

 Home Experience improvements include the following:

• New Default Colors
• Theme Management Enhancements
  • Color Settings
  • Color Schemes

Manager Layout - Support Removal of Reference Number Grid

This feature provides you with the option, for most objects, to support moving or hiding/removing the Reference Number Grid from the Manager Layout. 

Screen Set Result Improvements

This feature provides you with the following Screen Set Result Improvements:

• Show multiple values for a single remark or reference number qualifier in the Finder Results in a comma separated string
• Reference Numbers and Remarks can display as active links in the finder results

Item Unified UI

In support of our customers with both Oracle Transportation Management and Oracle Global Trade Management, this feature unifies the OTM and GTM Item user interface, creating a common screen to view all trade and transportation data related to the Item simplifying the user experience and allowing for easier and faster access to data.

Workbench

Workbench - Additional GTM Objects Supported in the Workbench

This feature provides additional GTM workbench table supported objects. With these added objects, along with the long list of already supported objects, the Workbench should become the first place you go for configuring any work environment that involves relating multiple objects and components together in one view.

Additional GTM objects available for adding as a table include:

• Campaigns
• Campaign Lines
• Campaign Line Documents

Workbench - Additional OTM Objects Supported in the Workbench

This feature provides additional OTM objects that are now supported in the workbench. With these added objects, along with the long list of already supported objects, the workbench should become the first place you go to configure any work environment that involves relating multiple objects and components together in one view.

Additional OTM objects available for adding as a table include:

• Claims
• Shipment Cost Object
• Work Assignment Bulk Plan

Workbench - Export to Excel Support for Workbench Tables

This feature provides you with the ability to export to excel directly from your workbench tables.

Workbench - Layout Messages

The Workbench Messages provides you with a convenient tool to review any errors or informational messages that may occur when using a Workbench Layout. 

Workbench - Manager Layout a Region

You can configure a Workbench Layout with a View and/or Edit Manager Layout as a detail region of a Workbench.

Workbench - Splitter Configuration - Split Existing Region

When configuring a workbench layout, the split vertically and split horizontally buttons are available in the region even when there is already content.

Workbench - Layout Display Format

Workbench layouts now support three different display formats, default (largest font), compact (smaller font) and super compact (smallest font).  This adjusts the display format and reclaims white space to display more data.

Workbench - Selected Rows Totals for Workbench Tables

Totals are displayed for selected rows in a workbench table when the related screen set is configured to include totals.

Workbench - Mass Update Support for Workbench Tables

Mass Update is now enabled for tables within workbench allowing the user to make the same changes to multiple records at once.

Workbench - Multiple Masters to One Detail Table

This feature provides you with the ability to configure a workbench detail table to have multiple master tables, for example, a Shipments in Planning status table and Shipments in Execution status table can both be master tables for an Order Release detail table.

Workbench - View Only Access

User Access support for Workbench Layouts has been enhanced to provide the ability to configure view only access to Workbench Layouts.

Workbench - Refresh All

You now have the option to have your workbenches automatically refresh after a set duration (between 5 and 120 minutes) or you can initiate the workbench refresh directly within your workbench.  Refresh all will do a complete refresh for the entire workbench including a re-querying of the data displayed. 

Workbench - Refresh After Action

This feature supports an automatic refresh of data in your workbench based on the running of an action.

Workbench - Refresh Detail Tables When Master Table is Refreshed

This feature improves the linkage between the Master and Detail tables - now when the Master table is refreshed the related Detail tables are also refreshed.

Workbench - Saved Query No Longer Runs During Creation or Edit of a Workbench Table

Workbench tables will not load with data from the Saved Query when editing or creating a Workbench table.

Other Improvements

Document Management - Add Document Multi-Select Document Option

This feature provides you with an expanded set of document capabilities for the OTM Shipment, GTM Campaign, and GTM Campaign Line managers.  The new capabilities allow you to easily create, link or copy your documents to multiple objects to support common business relationships where you need a single document to be related to multiple objects.

Capabilities provided include:

• The ability to add new documents to one or more objects. 
• The ability to link an existing document to one or more objects.
• The ability to copy an existing document to one or more object.

Other capabilities provided with this feature include:

• New document Used As designations:
  • Individual (I) - used to identify a standalone document that was created as an individual document.
  • Linked (L) - identifies a document that is linked directly to another document. 
  • Consolidated (C) – a cross-referencing document that is created to serve as a cross reference link for documents that are generated from multiple objects.  
  • Template (T) – identifies a document that is meant to be downloaded and used as a standard form.

• Document Context Qualifier ID and Value - qualifier value grid that allows you to create your own unique identifiers - qualifier value pairs - for your documents.

• Document Effective Date and Expiration Date.

Query Based Dynamic Drop List for Reports

This feature provides you with the ability to create a SQL query that can be used to generate a drop list of values for your reports - this will allow you to restrict the parameter values used for generating your reports.

Support for Document Context as Pseudo Field

This feature provides you with the option to use the Document Context field as a Pseudo Field providing you with all the configuration options that Pseudo Fields provide. 

Oracle Transportation Management (Base)

Multi-Threading for Rating Engine

This feature provides you with the option to multi-thread your rating engine calls.  This multi-threading option will benefit rate calls for Rate Inquiry (aka RIQ), Bulk Planning and actions that involve rating.  Increasing the thread count will provide improvements for rates stored within OTM and rating calls that involve external rating engine(s). 

Running Manifest

This feature provides you with a shipment action to generate a running or rolling manifest view to your shipments.  The running manifest provides information about what is on-board the truck from stop-to-stop capturing the details of the freight being transported between stops.  The information provided includes shipment unit, compartment and shipment equipment information.

Addition Release Method Order Configuration Options

This feature provides you with two additional order release line level fields that you can use to define your order configurations.   

The added order configuration options are

• Order Release Line Weight
• Order Release Line Volume

Documents Actions Added to Tracking Events, Document Element Added to Shipment Status Interface

This feature provides you with the Business Process Automation Documents Actions for Tracking Events and the addition of the Documents Element to the ShipmentStatus interface.

Tracking Events now support all of the standard Business Process Automation Document actions:

• Attach Documents
• Generate Documents
• Limited Documents
• Upload Documents

With the addition of the Document element to the ShipmentStatus interface  - you now have the ability to load documents directly from within the ShipmentStatus interface versus having to be load your documents using the separate Document interface.

External Distance Engine and Map Enhancements

Simplified External Distance Engine Configuration UI

This enhancement provides you with a more intuitive approach for setting the options (parameters and values) to use with your External Distance Engine (EDE) vendor.  The parameters and values displayed in the External Distance Engine configuration power data UI are now driven by the External Engine Type you select.

External Distance Engine and External Service Engine Consider Equipment Restrictions

This enhancement provides you with all the tools you need to classify equipment so that OTM can more completely calculate the external dimensions and weight of the equipment assigned to a shipment. The additional dimension/weight information is captured to improve the mapping and the information provided to the ALK and HERE external distance engines, which rely on this information to properly route shipments considering bridge and tunnel height and weight restrictions

Screen Set - Configure Map Hover Fields

This feature allows the "Include in Hover" setting in the Screen Set results to be used for configuring the map hover text as well as Gantt hover text.

Workbench Map - Expose Vendor Map Controls

A new "Controls" function has been added to the Workbench Map toolbar.  This allows you to enable map vendor specific functions within the Workbench Map. The controls are dynamically loaded based on the map vendor and each vendor supports a different set of controls. Based on the menu selection the controls are toggled on or off.

Workbench - Configure Map Hover Text in Screen Set

Configuration for Map Hover Text is now available.  The “Include in Hover” checkbox on the Screen Set Results is now used for both map and Gantt.  You can assign screen sets to a Workbench Map in a Workbench Layout.

Workbench Map - Support Multiple Maps in Workbench Layout

This feature provides you with the ability to configure a Workbench Layout to have multiple map regions.  This capability is beneficial for user who wish to have dedicated map regions for viewing shipments by different criteria - mode, carrier etc.

Workbench Map - External Distance Engine and Map - Consider Traffic Between Stops

New logic parameter USE TRAFFIC PER STOP is added to control the use of traffic per stop pair when plotting a shipment on a Workbench Map.  This is part of the ongoing effort to use the External Distance Engine parameters similarly when planning shipments and when plotting shipments on a Workbench Map. 

Workbench Map - Consider Hazmat for Each Pair of Stops

This feature expands the functionality of External Distance Engine to consider Hazmat between each pair of shipment stops when routing the shipment on a Workbench Map. 

This is part of the ongoing effort to use the External Distance Engine parameters similarly when planning shipments and when plotting shipments on a Workbench Map.  For Hazmat, this feature provides consistency between rolling stop-to-stop solution supported in planning and the shipment level approach previously supported in Maps.

Workbench Map - Lock Zoom Level and Lock View on Map

This feature provides you with two new lock functions on the Workbench Map toolbar.  The new lock functions improve the usability of the map display by allowing you to control the view and zoom more directly.

Lock functions on the Workbench Map toolbar include:

• Lock Zoom Level - provides you the ability to lock the zoom level for your map display.
• Lock View - provides you the ability to lock that map and keep the current items on the map

Workbench Map - Additional HERE Supported Parameters

This feature provides you with a set of additional HERE parameters that you can take advantage of in your HERE Workbench map.

Additional HERE parameters:

• BOAT_FERRIES
• MOTORWAYS
• TUNNELS
• RAIL_FERRIES
• DIRT_ROAD
• FIXED_LIMITED_WEIGHT
• TUNNEL CATEGORY
• EQUIPMENT_RESTRICTIONS

Workbench Map - ALK Rail Routes

This feature allows you to plot rail routes (rail junction to junction) on your ALK map in a Workbench Layout.  This feature requires the use of ALK Maps and ALK's Rail routing API.

Workbench Map - Additional ALK Supported Parameters

This feature provides you with a set of additional ALK parameters that you can take advantage of in your ALK Workbench map,

• FERRY_DISCOURAGE
• ELEVATION_LIMIT
• EQUIPMENT_RESTRICTIONS

Workbench Map - Map Filters

This feature provides you with the ability to filter objects displayed on the map, the objects supported with this release are OTM shipments and Logistics Network Modeling scenarios.  There's a new icon/function available in the workbench map toolbar, click this to open a window that allows you to specify criteria by which to limit the shipments or modeling scenarios that display on the map.

Transportation Operational Planning

Clustering Merge Algorithm

Cluster wise shipment building algorithm provides significant run-time improvements for multi-stop problems with a high number of stops.

Multi-Stop Consolidation for Co-Located Stops

This feature provides a way to configure OTM's planning logic to recognize co-located stops - (unique locations that are located near each other - like in an office building/mall or campus) and plan those stops together so that a single truck/shipment services the identified set/sets of co-located stops.

Load Configuration - Scoring Algorithm Load Bearing

This feature provides customers who use Container Optimization 3D Scoring with additional criterion that can be used to further tune the scoring placement combinations in 3D load configuration and improve the load building solution.

1. Put boxes to eliminate fragment spaces : This criterion encourages placement that reduce the number of fragment spaces, give rise to less constraint for further placement.

2. Consider load bearing abilities during evaluation: This criterion encourages the algorithm to put strong ship units  with high load bearing weight capacity lower in the stacking layers, and put weaker ship units that have lower load bearing weight capacity in the topmost layers.

Parameters:

• MIN WEIGHT FOR SPACE DEFRAGMENTATION CRITERIA : Integer - Default - 10
• MAX WEIGHT FOR SPACE DEFRAGMENTATION CRITERIA : Integer - Default - 100
• MIN WEIGHT FOR LOAD BEARING CRITERIA : Integer - Default - 10
• MAX WEIGHT FOR LOAD BEARING CRITERIA : Integer - Default - 100

Consider Service Provider Capacity Across Days

This feature provides you with the ability to configure a service provider assignment time change policy that allows OTM to feasibly change a shipment's start date inside the service provider assignment planning logic to use available capacity on a later date in order to reduce the cost of today's solution. 

With no time change policy defined, OTM takes a shipment's planned start date and assigns the least cost service provider considering the planned shipment start date and available capacity limits on the shipments planned start date.  This feature allows you to configure a service provider time change policy that allows OTM to change a shipment's start date (if feasible) to consider using a service provider's capacity that is available on different days.  This flexibility can be beneficial in scenarios where you have the potential of not using or losing access to a lower cost service provider's future capacity. 

For example, given a scenario where you have one inexpensive service provider with a capacity limit of one shipment per day and another expensive service provider with unlimited capacity and two shipments with a planned start date of today.  In this scenario, this feature provides OTM's planning logic with the option - if it's feasible - to shift the start date of one of the shipments to tomorrow so that both shipments can now be assigned to the least expensive carrier.

Honor Location Inactive Flag for Intermediate Locations in Network Routing

This feature provides you the ability to use the property glog.business.location.inactiveLocationSetting to configure OTM to prevent locations that are inactive (active flag unchecked) from being used as intermediate locations (e.g. cross docks) when Network Routing is enabled, or as arbitrary via points (Port-of-Load or Port-of-Discharge) regardless of the Order Routing Method.  This is controlled by the new property

Rule 11 and Network Routing

This feature provides customers who are using OTM to rate and plan Rule 11 rail shipments in the US to take advantage of OTM's Network Routing capabilities in evaluating routing options.  This change includes Network Routing for Bulk Planning, Network Rate and Route in RIQ and Show Network Routing Options.  The ability to use the Network Routing logic with Network Rate and Route in RIQ and Show Network Routing Options will provide you with visibility to multiple results by different routes. 

Tracking Event Ahead/Late Calculation Based on ETA

This feature provides you with the ability to set indicators based on a configured "Ahead – Late" calculation considering a comparison between the current ETA (Estimated Time of Arrival) and the planned arrival time.

As a shipment progresses, the ETA (Estimated Time of Arrival) may vary.  Based on incoming Tracking Event information Agent that listens for events that are provided by an external system.  These events provide an ETA and this is compared to the Planned Arrival Time.  Based on the difference and based on user configured criteria, the Tracking Event Indicator can be colored based on the degree of tardiness.  

Ability to Turn Off Rating Within Network Routing

Some bulk plan planning scenarios (Bulk Plan with Work Assignments or Network Modeling Bulk Plan) use network routing but may not involve any network routing decisions. In these scenarios, the Network Routing logic parameter ROUTING SOLUTION METHOD can be used to reduce planning run time by disabling or reducing the planning logic used in the network routing planning step.

The Network Routing logic parameter ROUTING SOLUTION METHOD can have one of three values:

• Optimize: Rate the network and go through network routing optimization (including shortest path and route optimization logic). This is the default.

• Simple Solve With Rating: Rate the network, but do not optimize (goes through shortest path, but not the route optimization logic). 

• Simple Solve With No Rating: Do not rate the network, and do not optimize (goes through shortest path, but not the route optimization logic).

Center of Gravity Out of Bounds Reporting

This feature provides you with the ability to identify and receive notification about out of bounds situations related to center of gravity.

This is capability is provided by using OTM's 3-D load configuration capabilities with the agent action EVALUATE CENTER OF GRAVITY.  This solution - once configured - provides the following capabilities:

1. The center of gravity calculation for the freight.
2. The persistence of the calculation information on the shipment's shipment equipment (s_equipment).
3. The ability to send notifications for results that are out of bounds.  

The calculation of the C or G for the freight is part of the shipment building process once 3-D is invoked.  The s-equipment will be populated.

The notification is handled by the new agent action.

The "solution" requires that both 3-D and the agent action be properly configured.  

Top-Off Orders

This feature provides you with the ability to fill (or top-off) your shipments with product from an order you designate as a Top-off order. Once configured - OTM's planning logic will use your designated Top-off order to fill any available space remaining after planning has created your shipments from your regular (or non-top-off) orders.

Out of Gauge Load Building

This feature allows loads to be packed that are wider and longer than the dimensions of the defined base equipment dimensions.  This new capability models an oversized compartment placed on top of the truck and allows for the balancing of the load within the defined compartment.

Network Routing - Allow Order to Start and End at Through Point

This feature allows the network routing logic to consider orders that originate at a through point along with orders that pass through the through point for consolidation opportunities..

Network Routing - Cross Leg Consolidation

This feature provides you with improved the network route optimization logic that considers cross-leg consolidated routing options in the routing decision step.

In Network Routing, when multiple network legs have the same leg consolidation group, OTM can consolidate the shipments that have been created on separate legs. Leg consolidation groups allows OTM to consolidate orders across multiple legs to save costs. This feature extends this capability so that OTM considers these cross-leg consolidation opportunities options while making the network routing decision (which involves the generation of the order movements that are then built in to shipments).  With this new capability, OTM can take full advantage of possible cross-leg consolidation options in shipment building.

Oracle Fleet Management

Combination Equipment Group Usability - Return Set Scenario

This feature simplifies the steps required to generate an empty (no freight) combination equipment group return shipment to support various scenarios where a loaded combination equipment group shipment requires a balancing/mirror shipment to support returning an empty combination equipment group back to the origin - as well as getting the driver back to their domicile.  

An example use case - one of many - is where a single driver does the four shipments described below:

• Shipment 1 - Line haul, DC - "A" to Location "B" with combination equipment group out with two loaded trailers Equipment Group 1 (48 foot) Equipment Group 2 (pup).

• Shipment 2 - At Location "B" - drop Trailer 1 Equipment Group 1 (48 foot) then shipment 2 starts from Location B and delivers to the all the locations in Equipment Group 2 (pup) then returns back to Location B.

• Shipment 3 -  From Location B - Swap Equipment Group 2 with Equipment Group 1 (48 foot)  make all the deliveries in Equipment Group 1 then return to Location B.

• Shipment 4 - [This is the shipment created from this feature,] At Location B - hook up empty Equipment Group 2 (pup) with empty equipment group 1 (48 foot) and return to DC "A" with combo equipment group contain two empty pieces of equipment.  Structurally, the shipment has two S_Equipments.  

There are multiple variants of this scenario - the underlying goal is to simplify the creation of shipment 4, the return shipment with the combo equipment with two equipment groups. In the above scenario, shipments 1,2 and 3 are freight-related and are, accordingly, natively created by OTM planning.   This enhancement addresses the need for the 4th shipment where there is no freight, but the driver must return home, and with the same, or similar equipment, that they left their domicile with.  

Stand Alone Work Assignment Process

This feature provides you with a new Manage Work Assignment action Optimize Work Assignments that allows you to select a set of shipments and run the work assignment logic against the shipments selected.  Previously automated work assignment creation was done exclusively within bulk planning.  With this feature you can now create work assignments with shipments that were planned in different bulk plan runs.  

Solution Quality Improvement for Round-Trip Shipment Sequence vs. One-Way Shipment Sequences

This feature provides the user with a new sequencing configuration option that performs a more thorough analysis of a common carrier (one-way) shipment sequence vs a fleet (round-trip) sequences inside of the multi-stop logic for planning environments where a fleet vs common carrier decision needs to be performed during bulk planning.  Within the Multi-Stop Sequencing, OTM will new evaluate multiple,  multi-stop sequence options; those appropriate for Fleet (pedal shaped) rates (with depots etc.) and those more appropriate for common carrier rates (no depots).  As service provider assignment happens, the more appropriate sequence is chosen.

Estimate Hours of Service When Tracking Events Are Received

This feature provides you with new logic that allows OTM to estimate a driver's hours of service state based on the information OTM has regarding a driver's current and previous shipment assignments, as well as recently captured hours of service (HOS) information.

In previous releases, for a fleet shipment with a driver is assigned, when OTM received a tracking event, it was expected that the tracking event would contain the driver's hours of service (HOS) state - hours remaining or hours consumed. If this information was not provided, OTM would make an assumption that the driver was "fresh" and re-set the driver's hours of service.  

Combination Equipment Group Usability - Support Multi-Stop Scenarios

This feature provides OTM users with the ability to create multi-stop shipments that also uses combination equipment in various scenarios.  

Freight Payment, Billing, and Claims

Invoice Adjustment Cost Behavior Enhancement

This feature provides you with a new property that allows you to control how OTM processes invoice adjustments.  Using the new property glog.invoice.adjustments.createNewInvoiceForAdjustments you can now support the following scenarios.

With glog.invoice.adjustments.createNewInvoiceForAdjustments=true (default): 

• Given an adjustment to an Approved Invoice the adjustment amount will be captured in a new invoice.
• Given an adjustment to an Unapproved Invoice the adjustment amount will be added to the existing invoice as a invoice line. 

With glog.invoice.adjustments.createNewInvoiceForAdjustments=false: 

• Given an adjustment to an Approved Invoice the adjustment amount will be added to the existing invoice as a new invoice line. 

Logistics Network Modeling

Logistics Network Modeling

OVERVIEW

Logistics Network Modeling (LNM) provides a simple and convenient way to perform strategic and tactical analyses of your transportation network using real-world operational data. Customers often want to examine the impact of changes to their network’s design or to transportation policies. For example, you may want to determine the impact of routing via a cross-dock versus direct. Or, you may want to quantify what the savings may be if you expanded the shipping/receiving hours at your distribution center by a few hours. Or, perhaps, you wish to understand the impact of an increase in rates to your transportation budget. Often, customers want to quantify the synergies and impact of adding a new line of business, or, if you are a Logistics Service Provider, of adding a new customer to the network. Analyzing the impact of a new demand forecast to your transportation needs and spend is another such example.

Logistics Network Modeling allows you to perform such analyses with little additional setup. Further, the analysis is performed using the rich operational details of your transportation network and your rules and policies, and uses the very same optimization and algorithms that you employ in planning your transportation operations.

FEATURES

LNM is an intrinsic part of OTM. It allows you to quickly define the different scenarios you wish to analyze in the context of your current operational environment. You can set up a Project for a specific type of analysis and multiple different Scenarios to capture specific variations of data changes and rules and policy changes that you may want to compare simultaneously. You can specify which set of orders to consider for each Scenario and adjust the planning parameters to be used in the optimization plan. Specific data changes can be made in two ways: you can directly edit the data via the user interface, or define a Data Rule for more complex changes en masse. All changes are isolated to the particular scenario and do not impact the actual operational data in any way.

To analyze the scenarios, LNM performs the same planning steps that you would in your operational plans and uses your actual operational data to produce results showing you the impact to your operations with extreme accuracy. There are no approximations or aggregations of any kind. Your actual operational data is used, overlaid with the changes specific to the scenario, and your daily operational planning is performed to determine the impact to your operations.

LNM makes it easy to analyze the results and to compare the different scenarios side-by-side. The LNM Analysis Workbench is a multi-pane configurable view that provides an easy way to view the resulting shipment plan, drill to the associated details, view them on the Map, etc. The LNM Analytics Dashboard is another useful view that allows you to compare scenarios using multiple common metrics across many dimensions such as cost, utilization, etc. You can also define your own custom metrics and visualizations. You can compare multiple scenarios using both to understand impact of potential changes and determine the best response to them.

BENEFITS

The ability to perform strategic and tactical scenario analysis using real-world operational data can lead to significant savings. Being able to model the impact of potential changes to your logistics network using actual operational data, and determine the optimal response allows you to ensure that your network is always operating at its best and ensures that you meet your service levels most efficiently. Since LNM is an intrinsic part of OTM, you can quickly analyze and easily implement changes to your network settings, design and policies. This leads to a resilient supply chain that can easily adapt to the constant change you face. You can easily perform supply chain risk analyses, such as Network Disruption Risk or Supplier Change Risk, and ensure that you are always prepared with the optimal response plan for each possible risk.

Global Trade Management (Base)

Flex Fields for Grouping and Aggregating Data

In support of customers building Declarations in Oracle Global Trade Management, this feature provides you with the ability to include flex fields (data, number, string) when defining the attributes used in your Logic Configuration's Constraint Sets for how Declarations both Group information from multiple Transactions or Aggregate information across multiple Lines in order to save users time and effort when creating new customs declarations.

Copy Flex Fields Using Data Configuration

In support of users using workflow to automatically manage data flows in the application, this feature provides you with the ability to include Flex Fields (date, number, string) when defining the attributes copied (and auto-updated on changes) in your Data Configuration. This feature will simplify implementations and provide more robust data management capabilities.

The Flex Field option is available for the following Data Configuration Association Types:

• Transaction to Declaration
• Shipment to Transaction
• Order Release to Trade Transaction

Report to Show License Assignment and Balances

In support of our users who use License Management features of Oracle Global Trade Management, this feature provides an enhanced audit report for tracking and viewing the details of how a license is used over time with running totals for both value and quantity. This enables users to more easily and quickly audit their license usage.

Display Stoplight for Restricted Party Screening on Transaction and Declaration

For our customers who use Restricted Party List Screening, this feature provides you with the ability to visualize the Restricted Party List Screening (RPLS) Status of the involved parties on a trade transaction using a stoplight indicator. This significantly reduces the time required to identify problem parties who need review when a transaction is placed on hold.

Shipment Group View Related Trade Transaction SmartLink

For customers with both Oracle Transportation Management and Oracle Global Trade Management, this feature provides you with a new Shipment Group SmartLink View Related Trade Transactions that allows you to view the related trade transactions related to an OTM shipment group.  

Approve or Decline Classification at the Classification Type/Code Level on an Item

In support of customers using the Product Classification Approval process, this feature enables support for approving or declining a single product classification code, improving the workflow for larger classification teams.

Customs Description for Classification Code on Item

In support of our users who generate documents or submit customs entries electronically, this feature adds support for a Customs Description by Classification Code on the item. The user can write a clear, local language description that may better describe the goods for customs purposes than the standard Item Description from the ERP, reducing delays and streamlining customs inspections.

Workbench - Work Queue Support

For users leveraging workbench capabilities, this feature provides specific actions and capabilities for the Workbench equivalent to the Work Queue concept in Advanced Layout. Work queues enable you to assign records to a user in a workbench for a certain period of time or until a user logs out of GTM. With these new capabilities, you can use the workbench to configure a work environment tailored to the needs or your users. Work Queue is available for multiple common business objects in GTM.

GTM How To/Configuration Topic - Supplier Solicitation

For users interested in Campaign Management and Supplier Solicitation functionality, a new GTM How To/Configuration Topic is available. How Tos are Help documents that provide end-to-end setup guidance for more complex business processes, rather than just help for using a single screen or component.

GTM How To/Configuration Topic - Product Classification Process

For users interested in Product Classification functionality, a new GTM How To is available. How Tos are Help documents that provide end-to-end setup guidance for more complex business processes, rather than just help for using a single screen or component.

Review Match Factor Action to Use Inverse Index

In support of customers using the new Inverse Index for improved performance during Restricted Party Screening, this feature provides you with the ability to use Inverse Index when executing the Review Match Factor Action on a Party for improved analysis of how a particular match is performed.

Rename Tariff Preference Types to Trade Preferences

In support of users managing tariff data, this feature provides a name change of the GTM Tariff Preference Types to Trade Preferences. Additionally, Trade Preferences can be downloaded from third party content providers in conjunction with the tariff.

Track Supplier Information

To better support Origin Management, new capability in the Item Origin table has been added to GTM on the Item. Your supplier information should now be tracked using the Item Origins grid that has been added to the Item.

Accessibility Improvement for Party Screening Results

For users of Restricted Party Screening capabilities, this feature provides users the ability to view party screening results with bold and underlined text in addition to the existing highlighting. This enables colorblind users to easily see the details of a restricted party match to a party.

SmartLinks Between Product Classification Type and Trade Programs

For customers using product classification capabilities of Oracle Global Trade Management, this feature enables you to view the trade programs related to a product classification type using the SmartLinks capability enabling a smoother experience for a user navigating the application.

SmartLinks Between Product Classification Code and Tariff Rates

For customers using the product classification capabilities of Oracle Global Trade Management, this feature enables you to view the tariff rates related to a product classification code using the SmartLinks capability enabling a smoother experience for a user navigating the application.

GTM How To/Configuration Topic - License Screening Enhancements

For users interested in License Management and License Screening functionality, enhancements have been made to the 'License Screening' GTM How To/Configuration Topic. How Tos are Help documents that provide end-to-end setup guidance for more complex business processes, rather than just help for using a single screen or component.

AES Enhancements

This feature provides enhancements to the AES Filing capability. Based on regulatory changes, the AES Template related to the X12.601 Customs & Border Protection (CBP) - Export Shipment Information specification has been updated as follows:

• Support regulatory changes for 9X515 codes - ECCN US codes beginning with 9A515, 9B515, and 9C515 are now treated similar to the Series 600 codes in the X107 element  

• Enable EIN to be used as Filer Type ID - The ISA05 element supports EIN as well as DUNS

Order Release to Trade Transaction

For users who use both Oracle Transportation Management and Oracle Global Trade Management as a common platform, this feature provides you with a flexible and more configurable approach for handling OTM Order Release to GTM Trade Transaction processing.  The new approach supports flexible qualifier mapping and the ability to propagate changes from the OTM Order Release to the GTM Trade Transaction saving you significant effort when implementing the two applications together.

Campaign Management

To support customers who need to collect Certificates of Origin or other regulatory documents from their Trading Partners, Campaign Management is now available. This feature enables the mass solicitation of suppliers to collect information and certificates in support of trade agreements, as well as other needed documents. Users can construct campaigns targeting a specific trade agreement or other documentary need, specify which items to solicit against, and automatically contact the necessary suppliers for information minimizing the effort required to coordinate document collection and retention from a broad supplier base.

• The system can be configured so that suppliers can access the application directly to respond to the campaign where they can enter item information and upload certificates or other documentation and specify the necessary origin details.

• Users are able to track the progress of Campaigns and easily review and approve submissions from suppliers.

Determine Trade Program Eligibility and Qualification Based on Item Origin

To support customers managing import shipments, tariff rate eligibility screening is now available. This feature enables users to easily identify opportunity for duty savings under Trade Agreements or other Tariff Rates through analysis of where an item is sourced from, an item’s Country of Origin if available, and the Product Classification Code of the item providing the user identification of the options available to save money with reduced duty payments.

Specify Item Type

To support customers with varied global trade processes that depend on whether an Item is purchased or manufactured, Item Type is being introduced. This feature provides a new data element on the Item for identifying the Item Type as defined in the ERP. Examples of Item Types are Purchased Item and Manufactured Item. This provides users with consistency across the Oracle product suite and informs a user's decision in the information to track for Country of Origin.

Rename Trade Item to Item

To support customers with multiple Oracle applications, the Trade Item in Oracle Global Trade Management is now referred to only as Item for consistency across the Oracle product suite.

Origin Management

To support customers global supply chains which require the need for detailed tracking of Country of Origin, enhancements are made to the existing Origin Management capabilities on the Item. This feature enables tracking by Inventory Org/Trading Partner Site and supports multiple source locations per supplier. Users will be able to more easily and comprehensively manage Country of Origin with additional flex fields to track lot number, serial number, or inventory locator, and use the information in support of claiming reduced duty rates and manage inbound customs processes.

Party Site

In support of all customers managing parties in the application, this feature enhances the Party Management functionality to include the definition of Party Sites.  You also have the ability to associate party sites to a parent party at the time of creation. This provides better alignment with the ERP data model and supports more accurate representation of the facilities involved when managing Country of Origin and Trade Agreement qualification status.

Tariff Rate Management

To support customers managing import shipments, tariff rate management is now available. This feature extends the existing harmonized tariff schedule download process to also download the current tariff rates and persist them against the tariff codes in the application database. Users are able to save time by tracking applicable tariff rates against the Item.

Trading Partner Item

To support customers gathering trade and customs data from suppliers, the Trading Partner Item is introduced. This feature adds Trading Partner Items, sometimes referred to as Supplier Items, to Oracle Global Trade Management. This provides a master data repository for representation of your trading partner’s item data and can be synchronized with your ERP. The Trading Partner Item provides information regarding Supplier/Supplier Site, Supplier ID, Country of Origin, and Description to assist the user in Country of Origin management and inbound customs processes.

Trade Compliance

Support Automated Exceptions to Other Types of Controls

For users who leverage GTM to support a broad set of business processes, this feature provides support for automatically releasing "OTHER" compliance rule holds to allow businesses to more fully automate their compliance processes and only have users review transactions when necessary.

Trade Agreements

Trade Agreement Management

To support customers seeking to manage Trade Agreements and benefit from the reduced duty rates they allow, Oracle Global Trade Management now supports the management of Trade Agreements! This feature enables you to manage your trade agreements, to include:

• Define Trade Agreements and relate them to Tariff data
• Identify opportunity to save money through the use of Trade Agreements
• Gather and manage the supporting documentation required for leveraging Trade Agreements

SmartLinks on Trade Agreements

For customers using the trade agreement capabilities of Oracle Global Trade Management, this feature enables you to view trade programs and campaigns related to a trade agreement using the SmartLinks capability enabling a smoother experience for a user navigating the application.

Global Trade Intelligence (GTI)

License and License Line Facts and Dimensions Available

For users of Oracle Global Trade Management's analytics capabilities, this feature provides two new Analysis folders in Global Trade Intelligence. The License Analysis and License Line Analysis folders enable you to create your own reports based on license and license line data enabling detailed analytics of your usage of licenses and permits.

New Count and Cost Facts Available

For users of Oracle Global Trade Management's analytics capabilities, this feature provides additional columns to the Global Trade Intelligence product enabling the ability to track the Ordered amount, Shipped amount, and Billed amount on various business objects for use in reports and metrics analysis.