Basic OTM Configurations - 05 - Bulk Plan

Note: This post is continuation to topic: Basic OTM Configurations - 01 and these configurations are specific to business scenario mentioned in that post. Link below to that post for quick reference:

Basic OTM Configurations - 01 - Domain, Items, Locations, and Equipment

https://www.oracle-otm.com/2020/08/basic-otm-configurations-01-domain.html

Bulk Plan:

Create a new purchase order/order base record:

Order Management > Purchase Order > Order Base > New >Enter below data:

Order Base ID= PO2018051001

Order Configuration=ONE_TO_ONE

Item ID= ITEMA01

Source Location ID= DC_TCRP

Destination Location ID= STORE_B

Total Package Count=100

Create two new order releases:

Order Base > Actions > Order Management > Change Order > Release Lines

Click button New Release Instruction

Unit Amount=20(Qty being released for shipping)

Order Base > Actions > Order Management > Change Order > Release Lines

Click button New Release Instruction

Unit Amount=10(Qty being released for shipping)

 

Now Query for Order Releases:

Select Order Releases > Actions > Operational Planning > Create Buy Shipment > Bulk Plan – Buy

This will create a shipment that includes above two order releases. To see how bulk plan is working try 'Shipment Routing Options' as described below.

Shipment Routing Options:

Note tht we have below rates defined:

Now release PO with Source = DC and Destination = Store C and perform below action:

Order Release> Actions > Operational Planning > Show Routing Options

OTM will show two possible itineraries as below:

Select both Itineraries and click ‘Show Options’

You will see below details – all expected as per our configurations above.

Now if you do a bulk plan on this order release, it should select ITIN_D(least cost itinerary) and create two shipments:

• Shipment 1 with carrier PNDP going from DC to STORE_A with $20 as cost.

• Shipment 2 with carrier SGTM going from Store A to Store C with $20 as cost.

Note that OTM has identified the carrier for each leg. Next step is to notify/send tender to those carriers with these pickup date/time and location details.