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
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 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:
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.
