INSPIRING VALUE CHAIN ADVANTAGE
Introduction to Transportation Sourcing
OTM SIG August 2015
Eric Rosenbloom
[email protected]
Introduction
• This functionally-oriented talk provides a
practical introduction to the OTM
Transportation Sourcing Feature
• We will walk though a fully configured simple
example in complete detail
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Your Take-Away
• You will get a jump-start on being able to
configure and use the OTM transportation
sourcing feature
• You will avoid some aspects of
transportation sourcing that gave me trouble
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Overview of Transportation Sourcing
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Pre-requisite Steps
• Locations,
• Items,
• Order Releases,
• Service Providers,
• Rate Offering, Rate Records,
• Test Rates using RIQ,
• Itinerary,
• Build Shipments,
• Simulate Shipment Execution
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Sourcing Steps
• Configure and Build Shipment Set
• Configure and Build Lane Summary
• Create Template Rate Offering and Rate Record
• Configure Carrier Response Template (CRT)
• Create Constraint Set
• Create Project (automatically creates Bid Round 1)
• Update Bid Round to reference CRT Configuration
• Create CRT
• Set Sourcing Contact on Servprovs
• Send Bid Invitations
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Sourcing Steps (continued)
• Carriers fill out CRT
• Carriers upload bids
• Carriers commit bids
• You accept committed bids
• Close bid round
• Include bids for solver consideration
• Create Scenario
• Solve Scenario
• Assign Solution to Bid Round
• Send Award Notifications
• Set Bid Publish Status (selects bids for rate generator)
• Generate rates
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Location Data
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Item Data
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Order Release Data
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Same
sourceSame
weight
and
volume
Service Providers
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Rate Offering
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Rate Records
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Rate Inquiry Test
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Itinerary
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Build Shipments
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Shipments
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Simulate Shipment Execution
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Transportation Sourcing Menu
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Configure Shipment Set Criteria
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Build Shipment Set
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Build Shipment Set
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P_SHIPMENTS
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Configure Lane Summary Criteria
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Build Lane Summary
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View Lane Summary
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View Lane Summary
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View Lane Summary
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View Lane Summary
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Create Template Rate Offering
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Create Template Rate Record
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Configure Carrier Response Template
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Configure Carrier Response Template
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Configure Carrier Response Template
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Configure Carrier Response Template
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Create Constraint Set
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Create Project
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Create Project
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Create Project
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Bid Round #1 is Auto Created
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Update Bid Round to Specify CRT
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Create CRT (Must use IE! in 6.3.5)
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Create CRT (Must use IE! in 6.3.5)
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View CRT in Excel
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Set Sourcing Contact on Servprovs
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Send Bid Invitations
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Send Bid Invitations
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Carrier(s) Fill Out CRT
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Carrier Bid Upload (Servprov Menu)
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Carrier Bid Upload
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Carrier Bid Commit
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Accept Bid Commits
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Accept Bid Commits
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Close Bid Round
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Close Bid Round
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Include Bids for Solver Consideration
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Include Bids for Solver Consideration
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Create Scenario
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Solve Scenario
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Solve Scenario
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Solve Scenario
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Assign Solution to Bid Round
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Notify Awarded Service Providers
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Set Bid Publish Status for All Bids
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Set Bid Publish Status for All Bids
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Generate Rates for Awarded Bids
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Generate Rates for Awarded Bids
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Generate Rates for Awarded Bids
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Review• Config/Build Shipment Set
• Config/Build Lane Summary
• Create Template Rate
• Configure CRT
• Create Project (and Bid Round 1)
• Update Bid Round to ref CRT
• Create CRT
• Set Sourcing Contact on Servprovs
• Send Bid Invitations
• Carriers Specify, Upload, and Commit
Bids
• Accept Committed Bids
• Close Bid Round
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• Include Bids for Solver Consideration
• Create and Solve Scenario
• Assign Solution to Bid Round
• Send Award Notifications
• Set Bid Publish Status
• Generate Rates
Next steps for you
• Replay the steps in this talk for yourself
• Then, try setting up a “real” sourcing project for your actual business problem
• Enter Service Requests if you run into problems
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Questions?
• Q&A
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