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
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.




