Saved Queries in OTM help to query specific records in a screen or add conditions to custom logic while creating an Agent or similar configuration. They can be reused across multiple OTM features including recurring processes and business monitors.

OTM provides the flexibility to associate custom attributes — also called refnums — to every transaction object such as Order Base, Order Release, and Shipment. Developers can use these refnums to store client-specific values like source system …

OTM provides attribute columns (Char, Number, Date, and Currency) on most major transaction tables such as ORDER_RELEASE and SHIPMENT to store custom data alongside standard fields. Flex Fields are definitions applied to these attribute columns that …

In OTM, transaction objects like Order Release and Shipment have a ‘Status’ button on the header screen that shows values describing the current state of that object in the transaction lifecycle.

For example, if you want to track the tender …

Business Number Rules control how OTM generates IDs for business objects such as Order Bases, Order Releases, Shipments, and Invoices. OTM provides default XID sequences for all objects, but you can create custom rules when business requirements call for a …

Workbenches provide an easy way for users to view data across multiple object types on the same screen and load data using a default query as soon as the workbench is launched.

There are several ways to configure a workbench, but below is a simple example …

OTM ships with a variety of screens for each business object — Shipment, Order Release, and others — and most of these screens can be copied and customized to show only the data elements relevant to a particular user or role. For example, a user may …

Advanced Layouts allow you to build screens that display multiple related business objects side by side. For example, you can show shipments matching a complex saved query in one panel, and the corresponding order releases for a selected shipment in an …