OTM Oracle Transportation Management

Transcription

1 OTM Oracle Transportation Management Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Click here for Shipment Type WBTATMOSreadytoshipvendor v1d2

2 OTM ORACLE TRANSPORTATION MANAGEMENT Academy Sports + Outdoors is implementing the new Oracle Transportation Management (OTM) to replace the current JDA TMS. OTM is a centralized transportation management platform solution for our logistics and transportation operations in North America. By deploying OTM as our logistics backbone, we have now a single platform to manage all shipments and modes of transportation across our domestic network. OTM will process 5,000+ order releases per month and manages 35 + carriers across the country providing a real-time, dynamic solution centered on an overarching transportation system giving visibility and control of the supply chain operations and costs. Why? By proactively revisiting and improving our transportation planning systems we ensure the efficient optimization of movements of goods across the distribution channel. The new OTM delivers robust transportation planning and execution capabilities to our company and our partners as a holistic solution to the constant changing transportation requirements of the retail industry. When? Release expected by end mid Q For updates check our Vendor site at: 2

3 OTM ORACLE TRANSPORTATION MANAGEMENT Key Benefits Increase efficiency, accuracy and control of operations Ensuring complete logistics network visibility throughout the supply chain Reducing freight spend and improving freight cost visibility Track and Trace feature Collaborative framework facilitating the flow of information across multiple parties Improve reliability of inbound deliveries. Ensure complete visibility of the goods in transit and manage exceptions during the movement of goods Increase customer satisfaction and reduce loss of sales opportunities through on-time delivery Fast automated freight payment match-and-pay processes Key Changes New OTM website New website functionality Freight Payment management changes 3

4 OTM GUIDE FOR VENDORS Oracle Transportation Management system (OTM) facilitates collaboration between buyers and their suppliers through on-line purchase order confirmation, shipment creation, and transportation management integration. The design of this document is to provide guidance to Academy s suppliers utilizing OTM, accessed via the Oracle Web Portal. In summary, this document will provide guidance on: Order Release o Reviewing open Purchase Orders o Create Shipment Releases Shipment Manager o Review Status of Shipments o Modify Shipments 4

5 OTM GUIDE FOR VENDORS Additional guidelines and information for OTM: At 07:00 AM CST, OTM consolidates all submitted releases on the Early Pickup Date and routes them for pickup. An message (VENDOR NOTIFICATION) is sent to each vendor with the routing information. Please if you do not receive an within 24 hours after your Early Pickup Date. All Releases must be submitted 72 hours before the Early Pickup Date If you submit the Order Release after 06:45 AM CST, your shipment will go through the routing process the next business day; therefore, you must change the Early Pickup Date to the next business day. Please if you have not received a call from a Truckload Carrier within 24 hours after your Early Pickup Date. Any unassigned Order Releases or extra freight will not be added to an arriving truck without approval from the Academy Logistics Department. (See SMART guide for violations) Multi Stop Shipments All truck load shipments must be loaded to maximize space for next shippers freight Any problems with PO's contact your Buyer via 5

6 OTM GUIDE FOR VENDORS Action Responsible Comments Purchase Order is generated in Academy s host system Academy Supplier continues to receive PO in same format (EDI, web, paper) Purchase Orders are imported into Oracle s Web site Academy Supplier logs onto OTM website Supplier Website link: Supplier clicks link for OTM Link and logs into the application Supplier User ID & Password administered by Academy The supplier creates an order release (pickup request) based on their ability to fulfill the purchase order Supplier After the shipment is created, the supplier clicks Finished to submit the release for pickup Supplier Carrier is assigned to pick up shipment and the status Indicator is updated to Yellow informing the vendor the release is on a shipment Academy sent to supplier with routing info (carrier & Academy BOL #) Supplier can review shipment status in OTM by clicking on Order Search Carrier requests pickup appointment with Supplier Academy Supplier Carrier Supplier references Academy BOL# on shipping paperwork (Straight BOL). Carrier provides Shipment status info back to Academy (EDI or web) 6

7 How to Access OTM Go to 7

8 Vendor Process Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Back to Shipment Type WBTATMOSreadytoshipvendor v1d2

9 By Shipment Type If you are a: Page Collect Vendors Direct to Store Shipments 15 Fixture and Visuals Vendors Supplies Vendors Pre-Paid Shipments Instructions

10 COLLECT VENDORS Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Back to Shipment Type WBTATMOSreadytoshipvendor v1d2

11 Objectives Discuss PO release processes Identify the process for updated an order release Review processes for order search Discuss order updates This training document is an introductory tutorial to OTM with information on navigating the system. This document is directed to all the Academy Sports + Outdoors (ASO) Vendors. Users should be able to view and release a PO. Vendor Login User: Vendor Number or Vendor ID (without leading zeroes) Password: CHANGEME Users can change their password upon initial log-in. (See page 14) If you change the password make sure that your team know the new password. Review the process for printing a bill of landing 11

12 Notes on PO releases: All releases must be completed at least 72 hours prior to the early pick up date The vendor has the ability to make changes to the released order as long as is not planned on a shipment -PO has to be in Red in order to make changes. If the PO is status is yellow or Green you will have to Domestic.Logistics@Academy.com for assistance Releases are planned on Shipments once a day, as result time for changes is limited If a change needs to be made and the Vendor receives an error message, please contact Domestic.Logistics@Academy.com for assistance 12

13 PO Release The Ship Unit Finder screen allows the Vendor to search for PO s by PO number (7 digits, without leading zeroes), source location, destination location, other criteria or by performing an open search 13

14 Purchase Order Ready to Ship (Release) Process: On the Ship Unit screen Select the PO you wish to release by checking the box next to the PO number and click the Ready To Ship ASO button at the top of the page 14

15 PO Release On the Ready To Ship screen enter the following information: Early Pickup Date Use the calendar icon to the right of field to choose the earliest date the goods can be picked up at your facility. Ship From (MUST CHANGE TO A 8-12 DIGIT LOCATION NOT USE VENDOR ID) Enter your Supplier Site ID that corresponds with the physical location you are actually shipping from. Clear Ship From field, click on l (lower case L) to search for your locations. Then Click The Finish Tab (see page 16 for example) Ship To Enter the Ship to ID you are shipping to. Clear Ship to field, click on l (lower case L) to search for locations. For Direct to Store Shipments chose the Store number and location or type ST then the store number. Pallet Type Use the drop down and choose the type of pallet. (Standard, Stackable, Long or Floor Loaded) Weight Enter in the total weight for this PO release Volume Enter the total volume (cube) for this PO release See page 16 for Ship From Back to Shipment Type 15

16 PO Release Ship From Clear Ship From field, click on l (lower case L) to search for your location. (MUST CHANGE TO A 8-12 DIGIT LOCATION DO NOT USE VENDOR ID) Select your Supplier Site ID that corresponds with the physical location you are actually shipping from. Click on Finish. MUST CHANGE TO A 8-12 DIGIT LOCATION (i.e ) DO NOT USE VENDOR ID (4500) List Box l Back to Shipment Type 16

17 PO Release Scroll down until you see Reference Numbers Ribbon on the Ready To Ship Screen 1. Go to the Reference Number Qualifier ID Field and use the scroll Drop Down and find the Carton Count then in the Reference Number field and enter the value and then Click Save. 17

18 PO Release 2. Go to the Reference Number Qualifier ID Field and use the Drop Down and find the NMFC Class, then in the Reference Number field and enter a NMFC Class that is 3 digits (example: 300,100, 92.5) or 2 digit example 50). Then Click Save 18

19 PO Release 3. Go to the Reference Number Qualifier ID Field and use the Drop Down and find the PALLET COUNT, then in the Reference Number field and enter a Pallet Value. Then Click Save 19

20 4. Click Save at the bottom of the screen to complete your request. You will see the Success screen pop up 20

21 For Secondary Requirements: Repeat the same steps as step 3 above for Floor Loaded, Hazmat, or Firearm if this load are these type of Product. The Reference Numbers Qualifier ID in Red are required to process PO s for routing. The Reference Numbers Qualifier ID in Blue are only required if applied to the load 21

22 Order Search Select the Order Search icon on the home screen The Order Released Finder allows the Vendor to search for released orders by released ID, PO number, etc. Click Search The search provides an Order Release screen which contains general information about your releases. Use the legend below to help identify your shipment status using the Indicators and User Defined images Note: You can only make changes to a release when the indicator is a RED square. 22

23 Order Update Quantity This function can be use to update the carton count, weight, or volume of your release Click the Menu link and enter in the Order Release ID you want to modify the quantity on Then Click Search Check the box next to the Order Release and click Edit at the top 23

24 Order Update Quantity Complete the following fields on the Ship Unit Line screen: Carton Count If being changed, enter in the number of total cartons Weight If being changed, enter in the total weight Volume If being changed, enter in the total volume Do not update other fields Once all the fields are completed, click the Finished button Return to Order Search Menu to search for the order release and confirm the updated quantities 24

25 Order Update Ship/From Date The Order Update ShipFrom/Date screen is used to update the location you are shipping from or to update the date the goods are available for pickup Click the menu link and enter in the Order Release ID you want to modify Click Search Check the box next to the order release and Click Edit at the top Note: You cannot alter a release if it is on a shipment. Contact Domestic.Logistics@Academy.com for assistance. 25

26 Order Update Ship/From Date Enter in the following information: Pickup Date - to change the earliest date the goods are available, enter a new date in this field Source Location ID to enter a different Pickup Location. Clear Source Location ID, click on l (lower case L) to search for your locations. Select Finished Return to Order Search Menu to search for the order release and confirm the updates. 26

27 Print a Bill of Landing (BOL) Select the Print BOL icon on the home screen. Select the shipment by selecting the option box on the left side of the screen, go to Actions. Select Print BOL - Vendor Follow the Windows steps to open the PDF file 27

28 Changing a Password Select Change Password from the home menu Input old password Input new password Retype password Select Update Password Password Rules: 7 characters long min. Expiration: 180 days History: last 5 passwords Max attempts before lockout: 3 28

29 OTM Vendor Indicators and User Defined images The vendor has the ability to make changes to the released order as PO has to be in Red status to for vendor to make changes. If the PO is yellow or Green the vendor will have to for assistance 29

30 Questions? Contact for any questions. 30

31 Fixtures and Visuals Vendors Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Back to Shipment Type WBTATMOSreadytoshipvendor v1d2

32 Objectives Discuss the shipment to stores process Discuss the shipment to DC process 32

33 Fixtures/Visuals to Store All Fixtures/Visuals vendors will login with their own user ID (Fixtures/Visuals ID) and password i.e. User ID - V122348, Password CHANGEME The screen name will reflect your department either as Fixtures or Visuals. Fixtures/Visuals to Stores Upon logging in, select Create Shipment to Store from the home menu 33

34 Fixtures/Visuals to Store The order release finder page will be displayed Click New On the order release page, enter the following information into the corresponding fields Order Release ID - Leave blank Pickup Date Enter the date in which the shipment is to be picked up Order Configuration - Do not change Source Location - Enter your vendor ID Carrier Leave KLOG as the carrier 34

35 Fixtures/Visuals to Store Destination Location ID - Choose the destination location from the drop down list or type the store location by entering ST and the number Comments On Site Date Enter the date in which the shipment should arrive at the destination Enter NMFC_CLASS and Reference Number (the class of the shipment 50.0) - The NMFC needs to be in the following format: 50.0 The decimal followed by a zero or number is necessary Reference Number Enter the value for the class Click Save to the right of the Reference Number Click the Ship Unit Button 35

36 Fixtures/Visuals to Store Click the New Line Item button to enter specific PO information and enter the following information into the corresponding fields: Leave Blank Do not change Total Package Count Enter the carton count for the individual purchase order Weight Enter weight for the individual purchase order Volume Enter volume for the individual purchase order Type Do not change PO Number Enter the purchase order number Reference Number Qualifier ID - Click the pull down arrow and select PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered Then Finished or New Line Item for new PO and repeat the above steps 36

37 Fixtures/Visuals to Store If shipping multiple POs, click the New Line Item tab to create additional POs Click the Finished button at the top of the screen once all the information for the shipment has been entered To create another shipment, click the Create Another button or repeat the option below 37

38 Fixtures/Visuals to Store You have completed building a Fixtures/Visuals shipment You can log out or Create Another shipment 38

39 Fixtures/Visuals to DC All Fixtures/Visuals vendors will login with their own user ID (Fixtures/Visuals ID) and password i.e. User ID - V122348, Password CHANGEME The second process is Fixtures/Visuals to a DC Upon logging in, select Create Shipment to DC from the home menu 39

40 Fixtures/Visuals to DC The Order Release finder page will be displayed Click New On the order release page, enter the following information into the corresponding fields Order Release ID - Leave blank Pickup Date Enter the date in which the shipment is to be picked up Order Configuration - Do not change Source Location - Enter your vendor ID 40

41 Fixtures/Visuals to DC continued Destination Location ID - Choose the destination location from the drop down list Comments On Site Date Enter the date in which the shipment should arrive to the store Enter NMFC_CLASS and Reference Number (the class of the shipment 50.0) - The NMFC needs to be in the following format: 50.0 The decimal followed by a zero or number is necessary Click the Ship Unit button 41

42 Fixtures/Visuals to DC Select the New Line Item option to enter specific PO information and enter the following information into the corresponding fields: Leave Blank Do not change Total Package Count Put in carton count for individual purchase order Weight Enter weight for individual purchase order Volume Enter volume for individual purchase order Type Do not change PO Number Enter the purchase order number Reference Number Qualifier ID - Enter PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered 42

43 Fixtures/Visuals to DC If shipping multiple POs, click the New Line Item tab to create additional POs Click the Finished button at the top of the screen once all the information for the shipment has been entered To create another shipment, click the Create Another button or repeat the option below 43

44 Changing a Password Select Change Password from the home menu Input old password Input new password Retype password Select Update Password Password Rules: 7 characters long min. Expiration: 180 days History: last 5 passwords Max attempts before lockout: 3 44

45 Questions? Contact for any questions. 45

46 Supplies Vendors Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Back to Shipment Type WBTATMOSreadytoshipvendor v1d2

47 Objectives Discuss the shipment to stores process Vendor Login User: Vendor Number Password: CHANGEME Discuss the shipment to DC process 47

48 Shipment to Store Upon logging in, select Create Shipment to Store from the home menu The order release finder page will be displayed Click New 48

49 Shipment to Store On the order release page, enter the following information into the corresponding fields Order Release ID - Leave blank Pickup Date- Enter the date in which the shipment is to be picked up Order Configuration - Do not change Source Location ID - click on l (lower case L) to search for your locations. The drop down list will show the logged in vendor s location and all the store destination locations. Choose vendor s location and Finish Destination Location ID - Choose the Store destination location from the drop down list (add ST then the store number. Contact Name - Enter contact name which will be the vendor ID. This will allow a message to be sent to the vendor contact when the shipment has been accepted by the carrier. Additional Comments Provide additional comments in this field Reference Number Qualifiers Enter NMFC_CLASS and value. The NMFC needs to be in the following format: The decimal followed by a zero or number is necessary Click Save next to the Reference Number Upon completion of the fields, click the Ship Unit button at the bottom of the screen 49

50 Shipment to Store 50

51 Shipment to Store Select the New Line Item option to enter specific PO information and enter the following information into the corresponding fields: Leave Blank Do not change Total Package Count Put in carton count for individual purchase order Weight Enter weight for individual purchase order Volume Enter volume for individual purchase order Type Do not change PO Number Enter the purchase order number Reference Number Qualifier ID - Enter PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered 51

52 Shipment to Store If shipping multiple POs, click the New Line Item tab to create additional POs Click the Finished button at the top of the screen once all the information for the shipment has been entered To create another shipment, click the Create Another button or repeat the option below 52

53 Shipment to DC Upon logging in, select Create Shipment to DC from the home menu The order release finder page will be displayed Click New 53

54 Shipment to DC On the order release page, enter the following information into the corresponding fields. Order Release ID - Leave blank Pickup Date: Enter the date in which the shipment is to be picked up Order Configuration - Do not change Source Location ID - click on l (lower case L) to search for your locations. The drop down list will show the logged in vendor s location and all the store destination locations. Choose vendor s location. Destination Location ID - Choose the destination location from the drop down list. The list for shipments to a DC will show both DC s available, 895 and 897. Contact Name - Enter contact name which will be the vendor ID. This will allow a message to be sent to the vendor contact when the shipment has been accepted by the carrier. Additional Comments Provide additional comments in this field Reference Number Qualifiers Enter NMFC_CLASS and value. The NMFC needs to be in the following format: The decimal followed by a zero or number is necessary Upon completion of the fields, click the Ship Unit button at the bottom of the screen 54

55 Supplies Shipment to DC 55

56 Supplies Shipment to DC Select the New Line Item option to enter specific PO information and enter the following information into the corresponding fields: Leave Blank Do not change Total Package Count Put in carton count for individual purchase order Weight Enter weight for individual purchase order Volume Enter volume for individual purchase order Type Do not change PO Number Enter the purchase order number Reference Number Qualifier ID - Enter PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered 56

57 Shipment to DC If shipping multiple POs, click the New Line Item tab to create additional POs Click the Finished button at the top of the screen once all the information for the shipment has been entered To create another shipment, click the Create Another button or repeat the option below 57

58 Changing a Password Select Change Password from the home menu Input old password Input new password Retype password Select Update Password Password Rules: 7 characters long min. Expiration: 180 days History: last 5 passwords Max attempts before lockout: 3 58

59 Questions? Contact for any questions. 59

60 Prepaid Shipments Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of the material is permitted without the express permission of Academy Sports + Outdoors Academy Ltd., d/b/a Academy Sports + Outdoors. All rights reserved. Back to Shipment Type WBTATMOSreadytoshipvendor v1d2

61 Shipping Prepaid to Academy If you are a Vendor shipping prepaid to Academy locations forward the Prepaid Carriers Training and Academy's Guide for Carriers to your carrier of choice. We have provided PDF files attached to this communication. 61

62 Prepaid Carrier Tender Processes All PPD carriers will login with the same user ID and password Carrier Log in Enter User Name and Password User Name: ASOCARRIER Password: CARRIER 62

63 To enter PPD shipment details, click on the Enter PPD Shipment Details link Click on NEW 63

64 Prepaid Carrier Tender Processes PRO/BOL Number Enter in your Pro/BOL Number for the shipment Delivery Date Click the Calendar to enter the delivery date for the shipment Order Configuration Do Not Change Source Location ID Do Not Change Trailer Number Enter the trailer number for the shipment Additional Comments Free form to enter a small description for the shipment Payment Method Select PPD from the pull down Carrier SCAC Enter the carrier s SCAC 64

65 Prepaid Carrier Tender Processes Destination Location ID Select the destination from the pull down Payment Terms Select PPD - Do Not Change Carrier Name Enter the carrier name for the shipment Carrier Address Enter the carrier s address for the shipment Carrier Phone Enter the carrier s phone number Carrier Enter the carrier s address Carrier Contact Name Enter the carrier s contact name Click Ship Unit button 65

66 Prepaid Carrier Tender Processes Click the New Line Item button to enter specific PO information and enter the following information into the corresponding fields: Leave Blank Do not change Total Package Count Enter the carton count for the individual purchase order Weight Enter weight for the individual purchase order Volume Enter volume for the individual purchase order Type Do not change PO Number Enter the purchase order number Contact Info Enter a contact for the recipient of the items Store Number If the items are going to a store enter the store number Vendor Name The vendor name of the PO or item Comments Free form to enter in any comments necessary Reference Number Qualifier ID - Click the pull down arrow and select PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered Then Finished or New Line Item for new PO and repeat the above steps 66

67 Prepaid Carrier Tender Processes continued Reference Number Qualifier ID - Click the pull down arrow and select PALLET_COUNT and Reference Number (the number of pallets) Click Save to the right of the Reference Number Click Save once the information is entered 67

68 Prepaid Carrier Tender Processes If shipping multiple PPD POs, click the New Line Item tab to create additional POs Click the Finished button at the top of the screen once all the information for the shipment has been entered To create another shipment, click the Create Another button or repeat the option below 68

69 Use this information for entering information PDD shipment details If shipping directly to any of the Academy store do not use OTM. If more information is needed, contact the Shipper. Use this information for entering information new line item shipment details 69

70 Questions? Contact for any questions. Back to Shipment Type 70