otm-gtm 6.4 overview

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

OTM-GTM 6.4 Overview OTM SIG Conference

Cathy Hayes Dan Filetti Gavin Lindsay Chris Hugosson Asli Yimenicioglu August 12, 2015

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Agenda

Rate Maintenance

Fleet

User Experience

FTI

GTM

Oracle Confidential – Internal/Restricted/Highly Restricted

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3

4

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Rate Maintenance

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• Manual entry via User Interface • Table-by-table CSV load

• OTM Sourcing • Rate Maintenance Tool

How do I get Rates into OTM?

4


Rate Maintenance Process Flow

5

OTM: Select Existing

Rate Offerings and Rate Records

OTM: Define structure of

desired rates

Spreadsheet: Populate/Edit

Rate Data

OTM: Upload

Spreadsheet

OTM: Generate

Spreadsheet

OTM: Review & Approve

OTM: Make Rates Operational

New Rates

Existing Rates

Manage Rate Load Definition

Download Rates

Upload Rates Approval Summary


Licensing and Navigation

• Rate Maintenance requires a license for OTM Sourcing

• The menu guides you through a typical workflow

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Downloading Rates

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Editing Spreadsheet

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Approving Rates

9

Fleet

10


Training Agenda

Fleet-Aware Optimization Fleet v/s carrier planning - understand capabilities and availability of fleet Plan and execute entire shift/day

New Workbench Interactive workspace encompassing all fleet activities Gantt-chart and Map based Drag-drop interaction on Grids, Map and Gantt-chart

Maps Direct connectivity to ALK Maps and Here.com Real-time traffic display

S5

S6

D Shipment

3

S3

S4

S1 S2

Shipment

2

Shipment

1

S5

S6

D Shipment

3

S3

S4

S1 S2

Shipment

2

Shipment

1

Work Assignment


Fleet Aware Bulk Plan (FABP)

• Overview –Oracle Fleet Aware Bulk Plan “FABP” Concept: – Enhance OTM such that Bulk Plan (shipment building) can be aware of/ informed by, fleet/ driver-

related information, without incurring the overhead of actual driver/ fleet assignments.

– Notional Drivers

– Shifts/ Resource Schedules

– Work Assignments

– Planning Logic Considerations



– Notional Driver

• as apposed to actual drivers

– Introduce the idea of a [Driver] Resource Availability/ “shift”:

• New Business Objects: “Resource Schedule” / “Resource Schedule Instance”

– When and Where are the Drivers available and for how long?

– New Business Object: “Work Assignment”

• String of shipments, informed by Resource Schedule Instances

• Future: Manipulate on a Gantt Type workspace



– Planning Considerations:

• Driver Only

• Leveraging continuous moves concepts, New algorithms

• Actions: Assigning Driver, Creating/ Disbanding of Work Assignments.

• Future: Other objects: Power Units, Equipment

• Future: New object functions: smooth the work across available drivers –etc.


Fleet Workbench

•ADF Based • The new Advanced Layout

• New look and feel • Work Bench Designer • Integrated Maps

• Here • ALK

• Gantt Chart


Direct Connect: ALK Maps, HERE.com

– Direct Map-Based Connectivity:

• In lieu of going through Spatial/ e-Location

• Web Service Based (licensed)

• Great Performance!

• Fully Integrated with Fleet Work Bench

• Take advantage of additional vender data: Weather, Traffic etc.

User Experience

17


User Experience for 6.4.0

• Focus on improving the usability of OTM

• Introducing the ADF technology to build some Uis – Rate Maintenance

– Workbench

– Some finders (Rate Maintenance and Workbench)

– Shipment Visibility

• Shipment Visibility – Displays basic shipment information along with tracking event information for a given

shipment in a graphical format.

– Allows a business user to quickly determine the status of a shipment and how it’s progressing through its stops

18 Oracle Confidential – Internal/Restricted/Highly Restricted


User Experience for 6.4.0

• Focus on improving the usability of OTM

• Introducing the ADF technology to build some Uis – Rate Maintenance

– Workbench

– Some finders (Rate Maintenance and Workbench)

– Shipment Visibility

• Shipment Visibility – Displays basic shipment information along with tracking event information for a given

shipment in a graphical format.

– Allows a business user to quickly determine the status of a shipment and how it’s progressing through its stops



Shipment Visibility

• The new Shipment Visibility screen is separated into 2 components:

– Scoreboard

– Diagram

• The Scoreboard Component displays key shipment data elements in cells

• The Diagram is the illustration of the Shipment’s stops and their associated events

– Control Panel

– Overview Panel

• A user can drill into a subset of related details



Shipment Visibility – New Smartlinks



Shipment Visibility - Scoreboard

• The Scoreboard displays basic shipment data in a set of cells.

• The Shipment ID and Service Provider are links and provide additional details in popup screens



• Large circle image for each stop. – Stop Date determined by checking Actual first. If it is not there, then Estimated, and if not

there, then displays the Planned.

• Small circle image under a stop or stop link indicates the number of Tracking Events

• A green arrow icon( ) represents where the last event was recorded, either – Under a Stop icon (as in this example) – On link to indicate the last event occurred between 2 stops

Shipment Visibility - Diagram



Shipment Visibility – Stop Color Logic

• Gray – When no event is recorded for the stop and no actual arrival date/time is present, even

though events might be recorded for any of the next stops.

• Green – When the actual arrival date/time of the shipment is equal to or within 30 minutes of the

planned arrival date/time.

• Yellow – When the actual arrival date/time of the shipment is between 30 and 60 minutes of the


• Red – When the actual arrival date/time of the shipment is more than 60 minutes later than the



FTI

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FTI – Upload Targets

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OTM FTI

1

Separate ETL


FTI – Dashboard Design


FTI – Simplified Map Implementation


FTI – New Data

• Shipment Facts vs. Rates

• Shipment & Invoice Facts vs. Equipment Groups

GTM

31


Oracle Global Trade Management Go-to-Market Strategy Delivers…

6.1 6.2 6.4 6.3.3 6.3

GTM 6.1

High Tech Exports

Industrial Mfg/Life Sciences

Replace Vastera

GTM 6.3

Complex Global Exports

Basic Imports

Aerospace & Defense

GTM 6.2

Oracle/Sun Rollout

ERP Integration

GTM 6.3.3

Expanded Trade Content

Complex Import Classification

Global Trade Analytics

Release Strategy

Oracle Customers

wanted GTM

GTM 6.4

Supplier Selection

based on ELC

Full pre-entry process

- Customs Value

- Duty & Tax

- ELC for visibility

6.4.x

Early Adopter Support


Global Import Process

Oracle Confidential – Internal

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Choose Suppliers Screen Suppliers

Manage Country of Origin

Fulfillment Visibility

Customs Filing & Clearance

Ship Goods Pre-Entry

Preparation

Classify New

Products

Calculate Landed Costs

Receive Goods

Calculate Value & Duty

Create PO Post Entry

Audit & Payment


Classify Screen File / Report Audit Execute

Global Trade Management

Oracle Global Trade Management Product Family

Oracle Confidential – Internal 34

Global Trade Management

Content Management

Master Data Management

Product Classification

Restricted/Sanction Screening

Landed Cost Simulator

Trade Compliance

Trade Control Determination

Policy Management

License Management

ITAR Compliance

Customs Management

Customs Policy Management

Shipment Consolidation

Customs Filing + AES

Customs Documents

Custom Valuation

Duty & Tax Calculation

Global Trade Intelligence

Trade Analytics

Global Trade KPI Library

Import & Export Dashboards

Mobile BI Platform

http://www.google.com/imgres?imgurl=http://www.ecaptain.com/files/images/us_customs_and_border_protection.jpg&imgrefurl=http://www.ecaptain.com/node/7270&usg=__rRMvWYb5Qj3nfg6caww-4zv0X4w=&h=302&w=300&sz=88&hl=en&start=14&zoom=1&itbs=1&tbnid=PYGu1IUVN60g7M:&tbnh=116&tbnw=115&prev=/images?q=US+customs&hl=en&biw=1419&bih=698&gbv=2&tbm=isch&ei=ZpYkTuK-NIPt0gGng6HTAw


Oracle Global Trade Management 6.4.0

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• GTI enhancements

• GTM: Estimated Landed Cost Simulation for sourcing decision making

- Customs Value - Duty & Tax Value - ELC Value - Financial benefits of available FTAs • Customs Management: - Customs Value - Duty & Tax Value - ELC Value


New Product Innovation Platform Extensibility User Experience

• User Experience (Fuse+) • Landed Cost Simulator


Global Trade Management Landed Cost Simulator

• Comparison of different sourcing options (max 3)

• Customs valuation

• Duty & Tax calculation

• Flexible Estimated Landed Cost formula

• Estimation of Cost Components based on different criteria

• FTA financial benefit visibility

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Feature Set Which sourcing option is the best considering available preferential

programs?



Integration with Descartes

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• Country of Import /Product Info Entry

• Sourcing Options Entry

• Sourcing Details Entry

GTM

• Make necessary calculations

• Send required info to Descartes

GTM

• Calculate Customs Value, Duty&Tax Values for general and FTA rates

Descartes

• Calculate ELC

• Display results

GTM

Visible to User

Runs at the backend Out-of-box integration



Customs Management Landed Cost Estimation

• Customs Valuation

• Duty & Tax Calculation

• Flexible Estimated Landed Cost formula

• Estimation of Cost Components based on different criteria for visibility

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Feature Set

Which duty and taxes apply to my shipment?



Business Scenario • BuyerUk Inc. Located in Peterborough, UK is producer of pumps used in

engines:

– Receives more orders than forecasted from their customers.

– Needs to find alternative supplier for Bearings (HS GB 8482400000).

• Sam is from Procurement Department: – searches globally and gets three different offers from two suppliers:

• Option 1: India with air

• Option 2: China with air

• Option 3: China with ocean (no speed production so the product price is much more less)

– needs to make decision for • Which option to choose. It may be possible to cancel some of the customer orders if the cost

difference is very high between option 1,2 and 3. In other words, is it worth to accept all orders from customers?

• asks Lucy, the ELC Analyst, for the Estimated Landed Costs for each option.

Oracle Confidential – Internal/Restricted/Highly Restricted 39


“Which option is the best choice?”


Cost Components based on customer preference –

as many as they want


Different levels of result analysis

Visibility to all Duty&Tax Options


Detailed ELC analysis for Option 1


Visibility to details for all options


“Which cost category has the highest

value?”

otm-gtm 6.4 overview

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