This is the first in a series of eight posts that walk through a complete OTM end-to-end transaction flow — from initial setup through planning, tendering, invoicing, and cost allocation. Each post builds on the previous one. Use this series as a starting point and refer to OTM Help documentation to explore each topic in depth.
Recommendation for new OTM consultants: If you are early in your OTM career, the single most effective way to build confidence is to complete this entire series hands-on in a non-production environment. Step through each post in order, create every object yourself, and verify the results — rather than just reading through them. You will make mistakes, and that is exactly the point: troubleshooting your own configuration teaches you far more than any documentation can.
You do not need to create a new Domain. Skip the Domain creation step and work inside your existing business domain instead. Everything else — Items, Locations, Equipment, Service Providers, Rates, Itineraries, Bulk Plan, Tender, Invoice, and Voucher Allocation — can be built and tested within your current domain without affecting production data.
You do not need to create a new Domain. Skip the Domain creation step and work inside your existing business domain instead. Everything else — Items, Locations, Equipment, Service Providers, Rates, Itineraries, Bulk Plan, Tender, Invoice, and Voucher Allocation — can be built and tested within your current domain without affecting production data.
Business Scenario: