Introduction to Transportation Sourcing OTM SIG August 2015 Eric Rosenbloom

Transcription

1 Introduction to Transportation Sourcing OTM SIG August 2015 Eric Rosenbloom

2 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 Inspirage & Client Confidential Page 2

3 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 Inspirage & Client Confidential Page 3

4 Overview of Transportation Sourcing 4

5 Pre-requisite Steps Locations, Items, Order Releases, Service Providers, Rate Offering, Rate Records, Test Rates using RIQ, Itinerary, Build Shipments, Simulate Shipment Execution 5

6 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 6

7 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 7

8 Location Data 8

9 Item Data 9

10 Order Release Data Same source Same weight and volume 10

11 Service Providers 11

12 Rate Offering 12

13 Rate Records 13

14 Rate Inquiry Test 14

15 Itinerary 15

16 Build Shipments 16

17 Shipments 17

18 Simulate Shipment Execution 18

19 Transportation Sourcing Menu 19

20 Configure Shipment Set Criteria 20

21 Build Shipment Set 21

22 Build Shipment Set 22

23 P_SHIPMENTS 23

24 Configure Lane Summary Criteria 24

25 Build Lane Summary 25

26 View Lane Summary 26

27 View Lane Summary 27

28 View Lane Summary 28

29 View Lane Summary 29

30 Create Template Rate Offering 30

31 Create Template Rate Record 31

32 Configure Carrier Response Template 32

33 Configure Carrier Response Template 33

34 Configure Carrier Response Template 34

35 Configure Carrier Response Template 35

36 Create Constraint Set 36

37 Create Project 37

38 Create Project 38

39 Create Project 39

40 Bid Round #1 is Auto Created 40

41 Update Bid Round to Specify CRT 41

42 Create CRT (Must use IE! in 6.3.5) 42

43 Create CRT (Must use IE! in 6.3.5) 43

44 View CRT in Excel 44

45 Set Sourcing Contact on Servprovs 45

46 Send Bid Invitations 46

47 Send Bid Invitations 47

48 Carrier(s) Fill Out CRT 48

49 Carrier Bid Upload (Servprov Menu) 49

50 Carrier Bid Upload 50

51 Carrier Bid Commit 51

52 Accept Bid Commits 52

53 Accept Bid Commits 53

54 Close Bid Round 54

55 Close Bid Round 55

56 Include Bids for Solver Consideration 56

57 Include Bids for Solver Consideration 57

58 Create Scenario 58

59 Solve Scenario 59

60 Solve Scenario 60

61 Solve Scenario 61

62 Assign Solution to Bid Round 62

63 Notify Awarded Service Providers 63

64 Set Bid Publish Status for All Bids 64

65 Set Bid Publish Status for All Bids 65

66 Generate Rates for Awarded Bids 66

67 Generate Rates for Awarded Bids 67

68 Generate Rates for Awarded Bids 68

69 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 Include Bids for Solver Consideration Create and Solve Scenario Assign Solution to Bid Round Send Award Notifications Set Bid Publish Status Generate Rates 69

70 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 Inspirage & Client Confidential Page 70

71 Questions? Q&A 71