Saved Queries/Conditions

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.

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Refnums

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 …

Flex fields

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 …

Status Types

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.

OTM Status button on shipment header screen

For example, if you want to track the tender …

Business Numbers

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 …