S.

NO Domain Content

1 OTM Reference Number Qualifier

2 OTM Reference Number
Remark Qualifier
3 OTM Internal Status
4 OTM External Status
5 OTM Business Object Actions
6 OTM Utility Actions
7 OTM BI Publisher Reports
8 OTM FTI Reports
9 OTM Flex Filed Definition
10 OTM Log File in OTM
11 OTM Batch Process

12 OTM Freight Forwarder

13 OTM Carrier

OTM Breakbulk

OTM Breakbulk Vs Bulk

OTM Pooling

OTM Crossdocking

OTM TL vs LTL

OTM Intermodal Transportation

Purpose of Primary Key in Database,

Metadata/Datadictionary
14 SQL
15 SQL Composite Primary Key
16 OTM 1pl vs 2 pl vs 3 pl vs 4pl vs 5pl

OTM Cost per Hundred Weight

OTM NVOCC vs VOCC

OTM Bonded Warehouse
OTM Agent
OTM Agent Event
OTM Saved Condition

OTM Item

OTM Order Base

OTM Order Release

OTM Order Release Line

OTM Order Configuration

OTM GLOG
Defnition
Reference Number Qualifier talks about the type of reference ( Reference Number). Example: Reference Num Qual speaks if it
Country, Batsman, Bowler, Allrounder etc. In Simple words Qualifier talks about the type of reference it is, such as Batsman ,B
etc.
Reference Number speaks about the value that is associated with the Qualifier. Ex: Dhoni, Hardik Pandya etc.

These Actions are Object specific.

These Actions are not Object specific, its common action and can be used anywhere in OTM/GTM.

1) A Freight Forwarder is a person or company that organizes shipments for individuals or corporations to get goods from orig
destination; forwarders typically contract with a carrier to move the goods.
2) Purpose of Freight Forwarder is to review documents like Bill of Lading (Waybill), Commercial Invoices, Shippers Export
declaration.
3) Freight Forwarders also known as a non-vessel operating common carrier (NVOCC), is a person or company that organizes
shipments for individuals or corporations to get goods from the manufacturer or producer to a market, customer, or final poin
distribution. Forwarders contract with a carrier or often multiple carriers to move the goods.
A carrier is a Person/Company that transports goods on regular routes for a set Rate
Break bulk is the system of transporting goods in pieces separately, rather than being shipped in a container. Goods shipped i
crates, bags, boxes, drums, barrels without the use of container are referred to as break bulk cargoes. These type of cargoes a
usually large in sizes and dimensions.
Bulk cargo is products transported loose and stored directly into a transport vessel, without packaging. Break bulk cargo is pro
in individual packaging, loaded and unloaded individually without using containers.

Locations with storing capacity where goods can be stored and consolidated or unconsolidated before shipping to their final
destination.
1) Consolidation Pool : Combining LTL's into TL's
2) Pool Distribution : Breaking TL into multiple LTL
3) Cross Dock : Mixing varieties of TL's and providing the combination of Product to various TL (ex: Computer parts to Comput
A location with limited storage capacity where goods can be stored for short durations. Usually, in the cross-dock, goods are
exchanged between inbound and outbound shipment on one platform.
1) TL shipments tend to reach their destination faster than LTL shipments since they don't need to make multiple stops. So, tim
sensitive shipments could benefit from TL services
2) LTL vs TL Cost
Intermodal shipping refers to moving freight by two or more modes of transportation. By loading cargo into intermodal contai
shipments can move seamlessly between trucks, trains and cargo ships. Intermodal shipments typically fall into one of two
categories: international intermodal or domestic intermodal.

1) It helps to find the record in the quickest possible way. For Example Jio has various Subscribers are its difficult tyo find a par
data all of sudden, so with the help of primary key which has some unique value the record of a particular subscriber can be fo
quickly.
2) It helps to save the record uniquely in the database.
Here morethan one column are taken as Primary Key
A standard unit of Weight or Mass used in certain commodities markets . Eg. This unit of measurement is typically used for
commodities traded in large volumes or weight for commodities like steel
An NVOCC is a non-vessel operating common carrier and a VOCC is a vessel operating common carrier. The difference betwee
NVOCCs and VOCCs is that VOCCs are carriers (shipping lines) that own and operate vessels, whereas NVOCCs are carriers (fre
forwarders) that don’t own or operate any vessels.

It verifies the User defined condition and executes one or more actions that you choose from an action library
Agents listens to Events and executes the actions

Product to be shipped without form; contains attributes of product

(ex. soda)
Total amount of product ordered, generally released in intervals
over a period of time (purchase order). Generally these Orders (request) are given by the customer to the Business (provider)
Amount of product to be planned for shipping by Oracle
Transportation Management (sales order)
Line items within an order release - one order release can have
several order release lines, such as 1000 shoes, 200 socks, 500
pants, etc.
Allows you to configure how Oracle Transportation Management
acts on order bases and releases; configuration is attached to
order bases and order releases
[Link] Domain Content

1 OTM Order Movement

2 OTM Order Base

3 OTM Order Release

4 OTM Order Release Line

5 OTM Packaging Unit

6 OTM Packaged Item

OTM Relation between Packaged Unit and Packaged Item

7 OTM Ship Unit

8 OTM Transport Handling Unit (THU)
9 OTM Shipment
OTM TiHi

10 OTM AUTO_CALC

11 OTM ONE_TO_ONE

12 OTM SHIP_UNITS

13 OTM Rates

13 OTM Rate Distance

14 OTM Rate Service

15 OTM Lanes - Association with OTM Objects
16 OTM Rate Version (inside Rate Offering)
17 OTM LTL,FTL-Itineraries, Equipment

18 OTM Itineraries- Legs

18 OTM Relation between Itineraries, Lanes and Legs

19 OTM Itineraries Defined based on

OTM Itineraries- Crossdocks

Shipment Planning, Shipment Management,

19 OTM
Shipment Execution

20 OTM Item
21 OTM Commodity
OTM Buy Shipment

Sell Shipment

OTM Payment Invoice

OTM Bill

OTM Consolidated Invoice

22
OTM Parent Invoice
OTM Child Invoice
OTM Standard Invoice

OTM Voucher
OTM Accessorial Charge

OTM Credit Note

OTM Secondary Charge Shipment

OTM Invoice Match Rule

OTM Invoice Match Approval
OTM Invoice Allocation Rule
Invoice Match Validation Rule

OTM Voucher

OTM Freight Payment Process

OTM Order Release Line

OTM Service Provider
OTM Settlement
OTM System Invoice

Enhanced Workbench

Data Type Association

Complex Expressions
Document Use Profile

Allow Lock - Agent

Purpose of Before Persist in "Restrictions"

Purpose of User in Finder Checkbox in Saved Query
Saved Query
Defnition
An Order Movement allows you to plan portions of an order release based on routing. Order Movements are automatically g
Order Releases are planned into shipments. System generates one order movement for each itinerary leg: export, ocean, and
- Order Base, Order Release, Order Movements come under Order Management.
It’s a "Open Purchase Order", Detailed Order. An order base represents the detailed information about the order; for example
involved party, scheduling information, source and destination locations, accessorials, special services, as well as the content o
Order Base represents the total amount of product to be shipped, generally in intervals over a period of time.

An order release represents the transportation requirements for the movement of goods. A release is a way of taking an ord
into one or more individual transportation requirements that require planning and execution. A release may be a partial line
several lines or several partial lines. An order release is created by releasing some amount of either a ship or line item defined
Order Release represents the amount of product to be planned for shipping by Oracle Transportation Management.
An Order Release may have several lines in it. One Order Release can have several Order Release Lines,for Ex. 1000- 2L Coke b
Coke bottles etc.
It’s a Box or a Tote. Like 12 Pack Coke Box, 10 Pack Coke Box. It emphasizes more on the box. Eg : Box containing Soda Cans

A packaged item is a shippable unit of primary packaging items. An item is a good or commodity entered in Material Manager
populate an order. For example, an item called frozen peas could be contained in a large box with 100 smaller boxes contain
box. The large box is a packaged item. This information is used to produce a packing list and Bill of Lading for shipment transp
. Form of product being shipped, here the form of product is Soda.
In this example you are shipping a box of pencils (Packaged Item) which contains a number of 10 piece packs of pencils (Item
packaged in a small carton (with 100 boxes of pencils per carton) or a mid-sized carton (with 160 boxes of pencils). A 4X4 palle
with 6 small cartons per layer, or 2 layers with 4 mid-sized cartons per layer.
It’s the Packed Goods + THU, The Ship Units are the ones that are ready for Shipment/getting Shipped.
THU represents the object used to hold the goods during Transportation. Ex: Pallets, Crates etc.
Shipments are created for one or more Order Releases and represent the movement of freight from one location to another.
TiHi is a term used in the Logistics industry. It refers to the number of boxes/cartons stored on a layer (the Ti or tier) and the
high that these will be stacked on the pallet (the High or height). The information that appears here is read-only.

1.) OTM determines the number of THU's to create. Here the Business takes Order line quantities and build the required amo
2.) The AUTO_CALC configuration can be used for implementations that take order base lines and release them to order rele
use the ship unit building logic to auto calc the number of order release ship units.
3.) AUTO_CALC configuration can be used for implementation that need or does not need Order Base.
1.) In this case each line goes into a single Transport Handling Unit. By using ONE_TO_ONEconfiguration each Order Release l
distinct Ship Unit.
2.) ONE _TO_ONE configuration can be used for implementation that need or does not need Order Base.
The SHIP_UNITS order configuration is used to model orders within OTM that come into the product already packaged as ship
transport
Rate is considered as a contract between the Service Provider and Seeker (Customer). For an Order to be planned into a Ship
order movement should have Rates .

Rate distance is used to determine the distance from one point to another. OTM uses the information provided in rate distanc
how to calculate the distance based on the distance type and taking into account cutoff values for estimating purposes. Rate
to either Estimate or Lookup distance , External Distance engine (Third party S.P like Heremaps, PC Miller) when calculating
simulating service time.

1.) The rate service determines how to calculate the time in transit based on the rate service type and taking into account ot
may come into play (such as rest periods). Rate service determines the time required to transport goods from one point to an
Service Time for the defined contract rate.
2.) Rate Manager stores information about effective and expiration dates, freight limitations, accessorials, and the rates thems
3.) Rate Service types which are frequently used are Look Up (Direct scenario), Simulation (Multistop) and Voyage schedule.
Lane connects two geographic [Link] are associated with Rate service, Itineraries, Rate distance. Lane details will be see
and not in Rate offering.
It defines the duration of the contractual period
In case of LTL, in Itinerary legs, we can select No Equipment. Itineraries are Routes or group of Lanes. Legs are Subset of Lane

1.) For "Equipment Assignment Type" -Optimize Equipment and Re-Use Equipment we need to provide Equipment Group Pro
mandatorily.
2.) For "Auto Consolidation Type "- For Multistop we need to use Multistop into one Equipment. For Multileg , we can use Con
equipment.
3.) We need to mention Mode Profile.
4.) Once we create Itineraries an X-LANE will be created. X lanes will be associated with rate to plan a shipment.
Legs ---> Lane -->Itinerary . It means Legs are subset of Lane , Lanes are Subset of Itineraries…Itineraries are the superset
Itineraries can be defined that are valid for a particular Equipment group profiles, Commodities.

Cross-Docks function as distribution centers. Orders arrive at the cross-dock, are removed from their current shipment, and r
other orders on new shipments created at the cross-dock.
- Pools act as deconsolidation centers for orders with destination locations in the region associated with the pool.
- Consolidation Pool :A location where shipments within a particular region are sent for re-planning prior to further distributio
customers.

Shipment Planning: Performing Bulkplan to convert Order Releases to Shipment. Generally in this case Shipments are built an
movement.
Shipment Management: Here, Carrier change/Truck change decision takes place due to various reasons (Driver falls ill, Vehicle
Shipment Execution: In this , the shipment is ready for execution. So goods will be loaded into truck and moved from Source t
Shipment Visibility : Events on Shipments
When an item is defined, system automatically defines a Packaged Item with same ID. Each Item can be associated with Com
Commodity is a group of Items which fall under similar category. So attach this commodity to items.
Buy Shipments represent the Transportation services purchased from the Service Provider.
1.) Sell shipments can be created at various times in OTM, including when a Buy Shipment is created or when Buy shipments a
destination.
2.) Sell shipments determines the Transportation Services sold to a Customer.

1.) Payment invoices are business objects that document payments owed to service providers, carriers, and other parties.
2.) Invoice Manager manages the Buy side Financial Process.
3.) Invoices can be created by manual entry, by a system process, or via integration from another system.
4.) Invoices created via integration cannot be deleted if the invoice's voucher has already been issued.

1.) Bills are business objects that document payments due from shippers and other customers. Invoices are buy-side records,
side records.

1.) A consolidated invoice is a parent invoice that combines a group of shipments that have the same service provider.
2.) Each shipment related to the parent invoice has its own child invoice, which is used for invoice-to-shipment matching.
Parent Invoice is similar to Consolidated Invoice, it’s the combination of all Child Invoices.
Each Shipment has its own Invoice
Standard Invoice is a Standalone Invoice which carries no relation between the Parent and the Child Invoice.
1.) After the Invoice Approval, payment is done and Voucher gets generated, it will be sent to the Service Provider.
2.) Vouchers documents authorization to pay all or a part of a payment invoice.
3.) Once Vouchers are created they are issued to an Accounts payable system outside OTM.
Fees for additional services performed by the carrier beyond pick-up and delivery such as loading, unloading, packing or unpac
clearance, documentation, and handling.

It’s a document given by Seller to a buyer, to offset the whole amount or part of that amount owed by buyer. This usually hap
amount that was paid in excess by the buyer and is due to be returned to them by the seller. May be Invoice errors, defectiv
1.) Secondary charges are non-moving charges that are based on shipments or shipment groups. For example, there may be a
for fumigating a vessel.
2.) Secondary charges are used for buy-side activity only to pay service provider invoices.

Match Validation rule is used after a shipment is matched to an invoice. The match is then validated by comparing reference n
orders and shipments to reference numbers on the invoice.
Once the Invoice gets generated from the carrier Portal and will be sent to the seeker. The seeker then Approves the Invoice a
Voucher gets created. Then the voucher will be sent to the Service Provider and the payment will be made.

Under Freight Payment, we see Match Pay and Auto Pay

1.) Match Pay : The Shipper recieves an Invoice from the Service Provider/Carrier and approves payment to the Carrier.
2.) Auto Pay : OTM Automatically pays the carrier based on the Events. For Ex: The Shipper receives the proof of delivery from
Provider and sends payment to the Service Provider.

1.) Select a Layout Format to reduce white space and make your current layout more compact. This is especially useful for larg
you can override the layout format specified when the layout was created by clicking Layout Display to change the display for
2.) The layout options are Default, Compact and Super Contact.
3.) Incase the user wants to change/override the Layout details. It can be changed.
By setting up a data type association, agents of one business object can run related actions of a different business object. For
shipment agent that listens for shipment events can run agent actions of related order releases. The order release action will b
all orders that are related to the shipment.
Complex expressions are an alternative to creating lengthy agents with a lot of IFs.

The Allow Lock check box determines how long Oracle Transportation Management locks the business object of the agent. Fo
you modify an order release. An agent fires off the modification that calls Set Status and Set Indicator. For each individual age
system locks the order release to avoid user modifications of the order while it is being modified.

A saved query is a collection of selection and sort criteria that must be met to satisfy a search. It can also include sort criteria t
how records are displayed.
[Link] Domain Object
1 Fun

2 Fun
3 Fun
4 Fun
5 Fun
6 Fun Itineraries
7 Fun Order Release
Questions
Why cannot you plan Shipments from an Order Base ?

At Which level does Order Packing happen, In the Order Base level or Order Release Level ?
What is a Response Time in "Tendering process" ?
What is a Short Distance Factor/Long Distance Factor in Rate Distance?
What is an Accessorial Cost ?
What is the purpose of Consolidation/Deconsolidation, Pool Crossdock itinerary pool in Itinerary Parameters Tab ?
What is Pickup Appointment and Delivery Appointment in Order Release Constraints ?
What are Attribubtes?
What is a Primary Key ?
Why cant I load data in Public ?
What is a Complex Expression that is seen inside Agent ?
What are Labels in OTM, How to create them ?

What is the purpose of Use in finder ? (Automation Agent > Saved Condition > Saved Queries)
What is the purpose of Rate Engine
Packaged Item : When a Item is created, we see Packaged item also created automatically. Is this because of the
default packaging check box in Packaged item ?
Answers

It happens in the Order Release level when the Order Release Lines are
converted into Order ReleaseShip unit level/ Order Release Ship Unit
line.

Use in Finder option allows user to create queries without writing SQL
query. This is one way of creating saved queries
[Link] Content
1 Cartage/Drayage
2 Ancillary/Extra Service
3 Shipper / Exporter
Defnition
Cartage refers to transportation of goods over short distances, typically within a local area or region.
Ancillary services usually provide additional capacity or professional expertise that a company lacks. For an import and export
The shipper, or exporter, is the party responsible for packing and preparing all the goods being sent, as well as handling all doc
 s, ancillary services may include freight forwarding, customs brokerage, warehousing and distribution.
s and paperwork needed.
LANE EQUIPMENT Packaged Unit
RATE DISTANCE EQUIPMENT TYPE Packaged Item
RATE SERVICE EQUIPMENT GROUP Shipunit =THU +Packaged Item
RATE OFFERING EQUIPMENT GROUP PROFILE
RATE RECORD EQUIPMENT GROUP PROFILE SET
ITINERARIES
Item

Location
Hierarchy Item
Ship unit
THU
Packaged Item
Item
 8-Jul 15-Jul 22-Jul
Employee Name BillableNB(Cust)[Link]-SNB BillableNB(Cust)[Link]-SNB Billable

Balsami Purushotha 40 40 40
 22-Jul 22-Jul 5-Aug 12-Aug 19-Aug
NB(Cust)[Link]-SNB BillableNB(Cust)[Link]-SNB BillableNB(Cust)[Link]-SNB BillableNB(Cust)[Link]-SNB Billable

40 40 32 8 40
 19-Aug
NB(Cust)[Link]-SNB
CSV Sequence
1.) Locations
2.) Items
3.) Commodities
4.) Equipment Group, Equipment Group Profile
5.) Itinerary
6.) Rates - Rate Service, Rate Distance (No need to define ,its in system), Rate Offering, Rate Record
Screenset
1.) What is the Purpose of Level in Manage User Access ?
2.) What is the difference between Screenset and Field Screenset ?
3.) What is a User defined Attribute ?
4.) What is the purpose of "Display as Link " when we try to create a Scrrenset (Scrrenset-->Results--->More) ?
->Results--->More) ?