What is OTM ? on Learn Oracle OTM

What is OTM ?

Thu, 14 Apr 2016 21:35:00 +0000

OTM stands for Oracle Transportation Management and it is a software product designed to automate various logistics business processes like receiving orders from source ERP systems for freight consolidation, optimizing routes and shipping costs, sending tender requests to service providers(carriers), receiving shipment tracking revents from carriers, recieving and processing invoices from carriers, allocate freight costs to orders, and similar other functions which we will further discuss in future posts.

This product is designed such a way that it can be easily configured and customized by IT Consultants for various client specific business needs with minimal technical expertise. IT Technical consultants would need basic Oracle SQL and XML knowledge for customizing the product and Functional consultants would need basic logistics domain knowledge to configure(setup) the product based on the documentation and use cases provided by Oracle. Latest OTM SaaS versions make it easier for clients to just focus on core business configurations to fast track product implementation timelines while Oracle provides necessary infrastructure and application maintainance for all the standard (out of the box) OTM features.

Basic Logistics terminology

Thu, 14 Apr 2016 23:00:00 +0000

If you are a developer and not having logistics domain knowledge and want to quickly gain some insight, here are some basic logistics terms that you need to be familiar with.

Carrier: Carrier is the service provider(SP) for freight movement from one location to another. These are transportation service companies that typically own transportation equipment like trucks, cargo planes, vessel ships, etc. Each carrier has four letter SCAC code (Standard Carrier Alpha Code) that is used on all the shipping documents.

OTM Architecture

Fri, 15 Apr 2016 14:54:00 +0000

OTM application has a typical three tier architecture. It has web tier, app tier and oracle database as third tier. These three components can be installed on separate servers (Linux/Windows) or they may be installed on the same server. Usually for lower environment like DEV or TEST they are installed on same server.

At a high level, this OTM product can be installed with below software:

1. Install Oracle Enterprise Linux - Operating System on the base servers. Note that OTM can be installed either on Linux server or Windows Server.

OTM Inbound Integrations (XML)

Fri, 15 Apr 2016 18:20:00 +0000

There are several ways of bringing in data into OTM system. Below are some of the methods:

via XML that follows Glog XML schema posted from a middleware applications like Oracle SOA, webMethods, Mulesoft, etc
Manaul XML uploads by OTM users
CSV Uploads
DB.XML Uploads
REST-API Calls
HTTP Post Requests from programming languages like PLSQL, etc

XML Inbound Integrations:

Most common way of receiving OTM Inbound data is via XML files from middleware applications. OTM can read XML files which are in the format specified by GlogXML Schema(OTM Standard XML Schema). You can download this schema from :

OTM Outbound Integrations

Fri, 15 Apr 2016 20:21:00 +0000

OTM system can generate outbound XML data for any business object like ‘Order Release’, ‘Shipment’ etc either manually(using Send Interface Transmission action) or programmatically using same action from OTM Agent(workflow). We will discuss about OTM Agents in further posts.

For generating outbound XMLs from OTM you may follow below steps:

1. Define an Out XML profile.

Business Process Automation > Power Data > Integration > Out XML Profiles.

Standard OTM XML for any object might have lot of data that might not be necessary or relevant to send it to the external systems. Also the file size for a complete XML would be in MB( for example Shipment XML might be 2 MB). In order to avoid generation of huge files and to control what data we generate in outbound XML we need to define an Out XML profile.

CSV Data Uploads

Wed, 04 Mar 2026 21:48:00 +0000

We can load data to OTM is using CSV files. You can follow below steps to load location into OTM using CSV upload. Note that same steps are applicable to any OTM object like order release,shipment, invoice, etc.

1. Create a sample location manually in OTM with requirement information.

2. Query for this location from back end table as follows:

select * from location where location_xid = ‘TEST SH CORPORATION-45769’

Posting Data to OTM using HTTP request

Wed, 04 Mar 2026 21:37:00 +0000

Any external system like EBS, SAP can frame this XML structure programatically and ‘POST’ this xml to OTM Integration servlet: glog.integration.servlet.WMServlet

Below is an PLSQL program posting Location element to OTM:

DECLARE

-- This is OTM Application URL Where string after GC3 is replaced as shown below
v_chr_url VARCHAR2(1000) := 'http://OTM-SERVER:7777/GC3/glog.integration.servlet.WMServlet';

-- This is OTM USER from which transmission needs to be created
v_otm_user VARCHAR2(100) := 'DBA.ADMIN';

-- This is password for the OTM USER
v_otm_pwd VARCHAR2(100) := 'CHANGEME';

-- You can programtically form the xml string and pass it to this variable
v_data_in VARCHAR2 (10000);
v_http_req UTL_HTTP.req;
v_http_resp UTL_HTTP.resp;
v_chr_resp_val VARCHAR2 (3000);

BEGIN
-- This is a sample transmission that creates location (Shipment Management -> Location Manager) in OTM
-- Note that in the Transmission Body, GLOGXMLElement chosen here is Location.
-- By choosing appropriate element, you can load required data.
-- In this script file, you see XML structure to send location information.
-- You can get this structure by referring the GLOGXML.xsd
-- Navigation to fetch this from OTM:
-- 1. Login in to OTM using DBA.ADMIN user
-- 2. Business Process Automation -> Integration -> Integration Manager -> GlogXML.xsd

v_data_in := '<Transmission>
<TransmissionHeader>
 <UserName>DBA.ADMIN</UserName>
 <Password>CHANGEME</Password>
 <IsProcessInSequence>Y</IsProcessInSequence>
</TransmissionHeader>
<TransmissionBody>
 <GLogXMLElement>
 <Location>
 <TransactionCode>IU</TransactionCode>
 <LocationGid>
 <Gid>
 <DomainName>WHD</DomainName>
 <Xid>TEST SH HAJOCA CORPORATION-45769</Xid>
 </Gid>
 </LocationGid>
 <LocationName>TEST SH HAJOCA COR,CLUTE,TX,USA</LocationName>
 <Address>
 <AddressLines>
 <SequenceNumber>1</SequenceNumber>
 <AddressLine>449 TEST PLANTATION</AddressLine>
 </AddressLines>
 <City>CLUTE</City>
 <ProvinceCode>TX</ProvinceCode>
 <PostalCode>32830</PostalCode>
 <CountryCode3Gid>
 <Gid>
 <Xid>USA</Xid>
 </Gid>
 </CountryCode3Gid>
 </Address>
 <LocationRefnum>
 <LocationRefnumQualifierGid>
 <Gid><Xid>ORIGIN</Xid></Gid>
 </LocationRefnumQualifierGid>
 <LocationRefnumValue>CUSTOMER</LocationRefnumValue>
 </LocationRefnum>
 <LocationRefnum>
 <LocationRefnumQualifierGid>
 <Gid><Xid>CUSID</Xid></Gid>
 </LocationRefnumQualifierGid>
 <LocationRefnumValue>1130</LocationRefnumValue>
 <LocationRole>
 <LocationRoleGid>
 <Gid><Xid>CUSTOMER</Xid></Gid>
 </LocationRoleGid>
 </LocationRole>
 <Corporation>
 <CorporationName>TEST CORPORATION</CorporationName>
 </Corporation>
 </LocationRefnum>
 </Location>
 </GLogXMLElement>
</TransmissionBody>
</Transmission>';

UTL_HTTP.set_transfer_timeout (1000);
UTL_HTTP.set_detailed_excp_support (ENABLE => TRUE);

-- Invoking the Web Service.
v_http_req := UTL_HTTP.begin_request (v_chr_url, 'POST');

-- Set the HTTP request headers
UTL_HTTP.set_header (v_http_req, 'content-type', 'text/html');
UTL_HTTP.set_header (v_http_req, 'content-length', LENGTH (v_data_in));

-- Write the data to the body of the HTTP request
UTL_HTTP.write_text (v_http_req, v_data_in);

-- Retrieving response of Transmission ID for OTM
v_http_resp := UTL_HTTP.get_response (v_http_req);
UTL_HTTP.read_text (v_http_resp, v_chr_resp_val, 3000);
UTL_HTTP.end_response (v_http_resp);

END;
/

Note: If you have multiple integrations to be built from an external system to OTM to load data coming in different formats like EDI, text files, etc. you should typically go for a middleware tool like Oracle SOA(BPEL), Webmethods etc. to translate these files from various formats to the XML format defined by the GlogXML schema.

OTM Domains, Standard Schema and Data Dictionary

Mon, 02 May 2016 16:34:00 +0000

Domains:

OTM Data is organized into domains. Each domain is like grouping of data / business transactions based on the different business units with in the same organization.

If there is a corporation with logistics requirements across various business units like “Merchandise Shipping”, “Food and Beverages”, etc - you typically create one domain for each of these business units so that users and their roles can be tied to each business unit. User/role tied to a particular domain can only access data for their specific domain/business unit. Also advantage with domains is that customization specific to a business unit can be better controlled/maintained. For example, OTM Agents(workflows) with custom code can be developed specific to each domain so they they trigger only for transactions within that domain.

OTM Order Management Data Structure

Tue, 03 May 2016 17:42:00 +0000

Purchase Order

PO record will have the basic details like source location, destination location, INCO terms, Item number, Qty etc. Note that PO might not have exact weight/volume details that might be required for planning orders. Usually POs are created in the ERP systems well ahead of time and sent to OTM.

PO tables:

OB_ORDER_BASE - PO Header
OB_REFNUM - PO Header Reference number details
OB_REMARK - PO Header remarks
OB_ORDER_BASE_STATUS - PO Header status values
OB_INVOLVED_PARTY - PO involved party details
OB_LINE - PO Line
OB_LINE_REFNUM - PO Line reference numbers
OB_LINE_REMARK - PO Line level remarks
OB_LINE_STATUS - PO Line level status values

OTM Shipment Management Data Structure

Tue, 03 May 2016 20:01:00 +0000

Shipments

Shipment will have - Equipment(s), Shipment Ship Units within an Equipment, and Shipment Ship Unit lines within a Shipment Ship Unit.Note that at shipment level, ship units are always tied to equipment.

So, if a order release ship unit has quantity ‘100’, it may split across two equipments with say 60 quantity going in one equipment and other 40 going into second equipment during a bulk plan. Shipment Ship Unit Line will show this split information and is critical entity which is tied to a specific item, order release line, order release and order base. If we un-assign the shipment from order release, we are just breaking this link at this level.

OTM Contract & Rate Management Data Structure

Fri, 06 May 2016 17:29:00 +0000

Service Provider

Service Provider/Carrier is the party who provides transportation services. Service Providers typically own the trucks, equipment(containers), trailers, other resources like drivers, etc. They receive tender offer request from customers specifying the freight details(source location, destination location, weight and volume, shipment date ranges - start time, end time, etc). Once shipment is delivered, they issue invoice to the customer for freight cost settlements.

Tables:
SCAC - every Service Provider in OTM should be associated with a SCAC code - usually a four letter code standard code associated with that Carrier
SERVPROV - Service Provider details like Service Provider name, SCAC code, transport modes, cost allocation rules, invoice approval rules, etc. A LOCATION record is also created for every SERVPROV record.

Business Process Automation Data Structure

Fri, 06 May 2016 20:15:00 +0000

As the name suggests, this module in OTM mainly deals with technical configurations that can be done in OTM for various client specific requirements.

Contacts

Contact in OTM should be defined for any communication that you want to initiate from system to end users(via email, etc) or external systems(via integration, etc). Following are entities in OTM that would be associated to contact:
Users
External Systems
Locations
Service Providers
Involved Parties
Agent Notify Contact Actions

01 - Domain, Items, Locations, and Equipment

Sat, 22 Aug 2020 05:25:00 +0000

Note: These posts are numbered to cover a typical end to end transaction flow that happens in OTM at a very high level.

01 - Domain, Items, Locations, and Equipment

02 - Itinerary

03 - Service Provider and Rates

04 - Business Numbers, Planning Parameter

05 - Bulk Plan

06 - Tender process

07 - Invoicing

08 - Voucher Allocation

Below is a typical OTM end to end flow in it’s most simple/vanilla usage. Readers can explore more on each of the below topics and use this as starting point to understand basic OTM configurations using OTM Help documentation.

02 - Itinerary

Sat, 22 Aug 2020 04:32:00 +0000

Itinerary:

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

01 - Domain, Items, Locations, and Equipment

Define Itineraries as below:

*S=Source Location

*D=Destination Location

Shipment Management > Itinerary Management > Itinerary:

ITIN_A, B and C are single leg itineraries in format similar to below:

03 - Service Provider and Rates

Sat, 22 Aug 2020 04:43:00 +0000

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

01 - Domain, Items, Locations, and Equipment

Service Provider (Carrier):

Define two service providers with their SCAC codes and country code as USA as shown below:

Contract and Rate Management > Service Provider Manager:

Rates:

Create new Rate Offering that details high level contract details between your organization and service providers like type of offering(TL,LTL, PARCEL, etc.), Rate Service, Rate Distance, etc.

04 - Business Numbers, Planning Parameter

Sat, 22 Aug 2020 04:47:00 +0000

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

01 - Domain, Items, Locations, and Equipment

Business Numbers:

OTM has default numbering for all business data objects like the one shown below for shipment - 01001.

To change this to a specific number requested by business, we can do below:

05 - Bulk Plan

Sat, 22 Aug 2020 04:52:00 +0000

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

01 - Domain, Items, Locations, and Equipment

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

06 - Tender process

Sat, 22 Aug 2020 04:55:00 +0000

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

01 - Domain, Items, Locations, and Equipment

Tender Process

When shipments are created, note that status on these shipments is SECURE RESOURCES_NOT STARTED.

At this point, we need to notify carrier about the shipment information like pickup time and location. This can be done using:

07 - Invoicing

Sat, 22 Aug 2020 04:57:00 +0000

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

01 - Domain, Items, Locations, and Equipment

Invoicing

Once Shipment execution is completed, carrier sends invoice and OTM can:

• Match invoice to shipment based on MATCH rule

• Approve Invoice based on Invoice APPROVAL rule

• Allocate shipment costs to related order releases/POs based on weight or volume

08 - Voucher Allocation

Sat, 22 Aug 2020 04:59:00 +0000

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

01 - Domain, Items, Locations, and Equipment

Voucher Allocations

After invoice is approved, OTM creates a voucher record for this invoice.

At this stage, ALLOCATION_VOUCHER status on the voucher is – NOT ALLOCATED

To allocate total voucher costs to correspoding orders based on weight or volume we need to define voucher allocation rule.

Saved Queries/Conditions

Wed, 20 Jul 2016 21:30:00 +0000

Saved Queries in OTM help to query specific records in a screen or add some conditions to your custom logic while creating an Agent, etc. They can be used in multiple other OTM features like recurring processes, business monitors etc.

Below steps show how to create a simple Saved Query.

If we need to find orders that have failed planning in OTM in this month, we can create a query as below:

Agents - Frequently Used Actions

Fri, 05 Aug 2016 20:29:00 +0000

DIRECT SQL UPDATE

This is very useful action in writing a DML statement or to call an PLSQL procedure.

While using the Action, there are specific formats for DML statements or calling Procedures:

Insert Statement format:

INSERT INTO order_release_refnum (order_release_gid,
ORDER_RELEASE_REFNUM_QUAL_GID,
ORDER_RELEASE_REFNUM_VALUE,
DOMAIN_NAME)
SELECT orr.order_release_gid,
‘SO_NUM’,
orlr.orl_refnum_value,
orlr.domain_name
FROM order_release orr,
order_release_line orl,
order_release_line_refnum orlr
WHERE orr.order_release_gid = orl.order_release_gid
AND orl.order_release_line_gid = orlr.order_release_line_gid
AND orlr.ORDER_RELEASE_REFNUM_QUAL_GID = ‘SO_NUM’
AND ROWNUM = 1
AND NOT EXISTS
(SELECT 1
FROM order_release_refnum oref
WHERE oref.order_release_gid =
orr.order_release_gid
AND oref.order_release_refnum_qual_gid =
‘SO_NUM’)
AND orr.order_release_gid = $gid

Agents - Sample Agent Creation Steps

Fri, 05 Aug 2016 19:33:00 +0000

Agents in OTM are workflow processes that listen to specific events happening in the system and trigger actions. These are similar to database triggers that trigger code based on DML events occurring in the database layer.

Let us try to understand more with below example:

Requirement: Send a notification to specific user when shipment is created from bulk plan with total volume less than 100 cubic feet.

For this, you need to follow below steps(high level):

Agents - Agent Event Restrictions

Mon, 15 Aug 2016 16:53:00 +0000

In Agents, “Event Restrictions” give us more control on what type of transactions agent should be triggered and also perform some pre- transaction commit validations(if required) on inbound XML transactions.

We can access this by clicking the “i” icon as show below:

You will see below options:

Source: You select this value based on below requirements(Order Release examples discussed)

INTEGRATION: If you are receiving Order Release transaction from an external system via GlogXML element and if you want your Agent logic to trigger only for this type of transactions, you select ‘INTEGRATION’ as the source. Only Order Releases uploaded to OTM via XMLs will trigger this agent.

Agent Gates

Sun, 15 Feb 2026 17:29:00 +0000

Navigation: Business Process Automation > Power Data > Event Management > Agent Gates

Agent Gates can be used to add custom conditions via saved query to control standard OTM events/worfklows. Agent Gates work at domain level.

Validation can be either used to extend standard validations or completely replace standard validations. If validation fails, standard workflow stops.

For example, you can stop tender worklfow for specific transport modes using below configurations:

Business Monitors

Sun, 15 Feb 2026 18:17:00 +0000

The Business Monitor as the name suggests is designed to monitor critical business functions associated to the role or specific user. For example, if a planner wants to review bulk plan failed orders, define a query identify such orders and a screen to display these orders and add them to business monitor. Business monitor can then be attached to user or role evel.

You can launch it by clicking on flag icon at top of the page:

Business Numbers

Sun, 15 Feb 2026 19:04:00 +0000

Navigation: Business Process Automation > Power Data > Business Numbers > Business Number Rule

OTM provides default XID sequences for all the business objects likes order bases, order releases, shipments, invoices, etc. However if we need to change the default sequences based on business specific requirements, we can create custom business number rules.

Every rule definition consists of one or more instructions, which are set in braces, { }. Literal text, if any, appears outside the braces. For example, this is the default rule definition for the invoice ID:

Report Development - Sample Report

Sat, 22 Oct 2016 01:58:00 +0000

Note: This post is applicable for OTM ver 6.x - Query and Format template based reports.

In OTM, you can develop a report with basic knowledge of SQL, PLSQL and Oracle BI Publisher. Reports Developer need to install Oracle BI Publisher Desktop version from Oracle Technology network.

Once BI Publisher is installed, Word document menu appears as below with ‘Add-Ins’ option:

Below are the report development steps for typical BI Publisher report in OTM.

Emailing Reports to Users on a Business Event

Tue, 29 Nov 2016 20:57:00 +0000

There can be requirements where we want to send report as attachment to a user. We can configure that with below steps in OTM.

In this example, suppose that we want to generate a custom report after shipment tender is accepted and send this report to contact on the PO or user who created the PO.

Step 1: Create a Report Set and include your report.
Business Process Automation > Reporting > Report Manager > Report Set Manager
You may add multiple report to the report set as required.

Report Workspaces

Wed, 28 Jun 2017 21:03:00 +0000

If you want to restrict users to run or view only specific reports, you can use Report Workspace feature in OTM.

You can restrict a list of reports to a particular user or user role by following below steps:

Step1: Configuration and Administration > User Configuration > Manage User Access > Select ‘Report Workspace’ as User Access Type > Select Role/User against which you want update this workspace > Edit User Access.

Manager Layouts, Screen Sets, Labels

Thu, 06 Apr 2017 21:05:00 +0000

OTM comes with a variety of screens for each business object like Shipment, Order Release, etc and some of them can be copied and customized to ensure that they show only data elements required for that particular user/role.

For example, a user might want to query a shipment by some attribute(custom) element, want the results screen to show only few elements like Shipment ID, Carrier Name etc, want view only screen(layout) to display the information to avoid accidental data updates, etc. All these requirements can be configured from the OTM UI using Manager Layouts and Screen sets.

Flex fields

Thu, 06 Apr 2017 22:10:00 +0000

OTM provides attribute fields(Char, Number, Date and currency) on each table to store custom data. Note that we can also use refnum/remarks to store this custom data but those entries are made in separate tables. So new versions of OTM introduced these attribute columns on almost all major transaction data tables like ORDER_RELEASE, SHIPMENT etc.

We can define flex fields on these attribute columns and add these fields to required manager layouts so that users can enter data directly into these fields from UI.

Advanced Layouts

Thu, 06 Apr 2017 21:09:00 +0000

There can be requirements like show shipments based on some complex query criteria(which cannot be written using simple default query criteria provided in screen sets) and also show related order releases for selected shipment in same screen, etc.

In such requirements we can use advanced layout which gives option to split the screen into panels and each panel can be associated to different business objects(like Order Release, Shipment, etc). We can have parent, child relationship between panel data(like shipment to order release). We can also associate saved query(SQL) to display results while launching the screen using these advanced layouts.

Workbenches

Thu, 14 May 2026 18:55:04 +0000

Workbenches provided easy way for users to view data across multiple object types on the same screen and also load data using some default criteria (query) as soon as workbench is launched.

There are several ways to configure the workbench and several features provided by Oracle but let’s take a simple example of how to create a 3 level hierarchy display to show order releases related to a PO and shipment related to order releases.

User Roles - VPD and Access Control Lists

Thu, 01 Dec 2016 21:30:00 +0000

OTM application users will be grouped/classified based on their daily functions they perform in their organization. Each such group of users will be assigned a “Role” in OTM.

So a “Role” controls:
1. Data visibility (using VPD setups)
2. User Interface or screen access (using ACLs)

For example ADMIN role might have complete data visibility and access to all OTM data and UI functions whereas PLANNER role might have access to only particular domain and particular Order Type PO transactions. PLANNER also might need access to only few OTM functions like Order review, Bulk Plan, Tendering, etc.

User Menu and Manage User Access

Wed, 05 Apr 2017 20:10:00 +0000

Once a user logins to application, they we will have access to OTM functions based on the role associated to their user record.

Note that while creating an user ( Configuration and Administration > User Management > User Manager) below are the mandatory values:

User ID
User Name(can be used so that we can avoid domain name at log-in)
Password
User Role ID(Default role for that user after initial log-in)

We discussed how we can restrict data and functions using VPD and Access Control List in previous topic “User Roles”

Service Provider User Login creation

Mon, 08 Jan 2018 22:53:00 +0000

In this article we will discuss how we can configure OTM system to handle users from your service providers to login to OTM and perform actions like accepting tenders, etc.

First step is you create a service provider (say ABCD) in the required domain (say DOMN).

Now you can login as SERVPROV.ADMIN with default password of ‘CHANGEME’ or check with your system administrator if this password has been updated.

You can view that OTM by default has created a user “SERVPROV.DOMN-ABCD” with default role of ‘SERVPROV’ and default password for this user as ‘CHANGEME’.

Refnums

Fri, 07 Jul 2017 18:37:00 +0000

OTM gives flexibility to associate custom attributes(also called refnums) to every transaction object like Order Base, Order Release, Shipment, etc.

Developers can use these refnums to store client specific custom values like source system information, custom dates, etc. Note that in newer versions of OTM, we also have attribute columns to save custom values. We discussed this in previous post ‘Flexfields’.

To create a refnum, you can navigate to specific business object menu. For example for shipment renfum, you can navigate to :
Shipment Management > Power Data > Qaulifiers > Shipment Reference Number Qualifiers > Enter below values:

Status Types

Fri, 07 Jul 2017 20:10:00 +0000

In OTM, transactions objects like Order Release, Shipment, etc have ‘Status’ button on the header screen that will have values to give information about current status of that object in the transaction life cycle.

For example, if you want to track the tender status of a shipment, you can review shipment status ‘SECURE RESOURCES’ and it’s values at each stage in the tender life cycle to track the progress. When shipment is originally created, it might have status like ‘SECURE RESOURCES_NOT STARTED’. Once we tender it to carrier, this status changes to ‘SECURE RESOURCES_TENDERED’. Once carrier accepts tender, status changes to ‘SECURE RESOURCES_ACCEPTED’ and so on. So these status values give good information to the user on what are next actions to be taken on that transaction.

Action Checks

Thu, 20 Sep 2018 18:06:00 +0000

If you have custom manager layout and want to perform some validations before data is saved to the DB, you can use this feature.

Example scenario: Develop a custom manager layout for entering PO details where user can either select pre-existing location as destination location or can enter complete address details like address line1, zip code etc using custom attributes.

In this custom screen, if we want to make sure that user either enters Destination Location XID or Enter new Destination location details with address details for the destination address.

Custom Actions & Smart Links

Fri, 21 Sep 2018 20:38:00 +0000

Actions
This feature can be used to allow users to perform some actions like triggering an agent for a list of transactions.

Example scenario: Trigger an INVOICE agent when user selects a custom action ‘Reprocess Invoice’ from the UI on the user selected list of invoices.

Below are the setups required:

Login to transactions domain as ADMIN now and create a custom action to call the agent.
Configuration and Administration > User Configuration > Actions Manager
Enter below details:
Action = Give some name to the action
Label=Give name of label created in earlier step
Action Definition ID=RUN_AGENT_INVOICE
Agent ID=Select the name of the agent that should trigger.

Yard Management and Appointment Scheduling

Sat, 14 Feb 2026 12:11:00 +0000

Yard Management:

A warehouse usually has - Parking Yard and Dock Doors. Yard will have Rows and Each Row has some defined number of slots. Container will first be placed in the Yard slot. Users at warehouse will pull the container from Yard Slot to Door for unloading. Usually, responsibility of the carrier is to bring the container from port to yard. To move a container from Port to Yard – we can have a custom container ranking algorithm based on certain parameters (like PO priority, delivery dates, etc.) to give ranking to containers. Users at warehouse can use this rank to identify what containers they need to pull to the door at the earliest.

OTM Application ADMIN Notes

Sun, 13 Aug 2017 19:33:00 +0000

Below are useful notes for OTM ADMIN to maintain the application.

OTM Installation paths:

To get the home path on the server where OTM (web or app tier) is installed, you can login to OTM application and in the URL use servlet “glog.webserver.properties.PropertiesServlet” as shown below:

http://otm-server:7777/GC3/glog.webserver.properties.PropertiesServlet

Click ‘List’ button and you will see default application properties also knows as glog properties. Note below property for path where OTM is installed:

Oracle DBA notes

Sun, 13 Aug 2017 15:25:00 +0000

Note: This post is applicable for OTM ver 6.x and below.

To maintain Oracle OTM Database, below quick notes are useful. Note that usually DBA takes care of below activities.

Start the Database after OS reboot:

Login to OS as super user and start the Oracle Listener process. This process receives request from the client and manages traffic to the database server. You can do this with below command:

$lsnrctl start;

G-Log Properties

Sun, 13 Aug 2017 21:22:00 +0000

Note: This post is applicable for OTM ver 6.x and below.

G-Log Properties on the OTM App and Web server have the configurations that control the interactions between OTM App, Web and Database tiers. They also have configurable properties for the application like number of results to display on search screens, etc.

Always take backup of current file, before changing these properties because this file is critical and used by the application during re-boot. Any corruption to this file would result in issues with application behavior.

Search for a Topic

Mon, 01 Jan 0001 00:00:00 +0000

Search Index

Mon, 01 Jan 0001 00:00:00 +0000