Introduction to Transportation Sourcing OTM SIG August 2015 Eric Rosenbloom eric.rosenbloom@inspirage.com
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
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
Overview of Transportation Sourcing 4
Pre-requisite Steps Locations, Items, Order Releases, Service Providers, Rate Offering, Rate Records, Test Rates using RIQ, Itinerary, Build Shipments, Simulate Shipment Execution 5
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
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
Location Data 8
Item Data 9
Order Release Data Same source Same weight and volume 10
Service Providers 11
Rate Offering 12
Rate Records 13
Rate Inquiry Test 14
Itinerary 15
Build Shipments 16
Shipments 17
Simulate Shipment Execution 18
Transportation Sourcing Menu 19
Configure Shipment Set Criteria 20
Build Shipment Set 21
Build Shipment Set 22
P_SHIPMENTS 23
Configure Lane Summary Criteria 24
Build Lane Summary 25
View Lane Summary 26
View Lane Summary 27
View Lane Summary 28
View Lane Summary 29
Create Template Rate Offering 30
Create Template Rate Record 31
Configure Carrier Response Template 32
Configure Carrier Response Template 33
Configure Carrier Response Template 34
Configure Carrier Response Template 35
Create Constraint Set 36
Create Project 37
Create Project 38
Create Project 39
Bid Round #1 is Auto Created 40
Update Bid Round to Specify CRT 41
Create CRT (Must use IE! in 6.3.5) 42
Create CRT (Must use IE! in 6.3.5) 43
View CRT in Excel 44
Set Sourcing Contact on Servprovs 45
Send Bid Invitations 46
Send Bid Invitations 47
Carrier(s) Fill Out CRT 48
Carrier Bid Upload (Servprov Menu) 49
Carrier Bid Upload 50
Carrier Bid Commit 51
Accept Bid Commits 52
Accept Bid Commits 53
Close Bid Round 54
Close Bid Round 55
Include Bids for Solver Consideration 56
Include Bids for Solver Consideration 57
Create Scenario 58
Solve Scenario 59
Solve Scenario 60
Solve Scenario 61
Assign Solution to Bid Round 62
Notify Awarded Service Providers 63
Set Bid Publish Status for All Bids 64
Set Bid Publish Status for All Bids 65
Generate Rates for Awarded Bids 66
Generate Rates for Awarded Bids 67
Generate Rates for Awarded Bids 68
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
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
Questions? Q&A 71