Release 6.4.3 Oracle Transportation Management Whats New PDF

Release Readiness
Oracle Transportation Management and

Global Trade Management
Release 6.4.3
What’s New
TABLE OF CONTENTS
TABLE OF CONTENTS.............................................................................................................................................. 2
REVISION HISTORY................................................................................................................................................. 5
OVERVIEW ............................................................................................................................................................. 6
Give Us Feedback ............................................................................................................................................................... 6
RELEASE FEATURE SUMMARY ............................................................................................................................................. 7
ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT ........................................................................ 14

ARCHITECTURE ................................................................................................................................................................. 14
WebLogic Application–tier ............................................................................................................................................... 14
Scalability - Reduced Complexity...................................................................................................................................... 14
DOCUMENTATION ............................................................................................................................................................ 15
How To Topics .................................................................................................................................................................. 15
TRANSLATIONS ................................................................................................................................................................. 17
Worldwide Spanish Translation ........................................................................................................................................ 17
Translation Consistency.................................................................................................................................................... 17
USER INTERFACE REFRESH ................................................................................................................................................ 17
Social Panel and Oracle Content and Experience Cloud ................................................................................................... 17
Change Background Color of Application Shell ................................................................................................................ 19
Set the Springboard Background Image ........................................................................................................................... 20
Favorites Added to Search Criteria ................................................................................................................................... 20
Unified Global Header – Global Search ............................................................................................................................ 20
Springboard Maintain State ............................................................................................................................................. 22
Springboard Menu Manager Edit Menu Group/Link ........................................................................................................ 23
Back Button to Springboard ............................................................................................................................................. 23
Global Header – Notifications .......................................................................................................................................... 23
Global Header – Business Monitor ................................................................................................................................... 23
Global Header – Settings and Actions .............................................................................................................................. 23
WORKBENCH .................................................................................................................................................................... 25
Workbench Promote to Production ................................................................................................................................. 25
Workbench Select Domain ............................................................................................................................................... 25
Workbench User Access ................................................................................................................................................... 26
Workbench Refresh Workbench After UI Action is Completed ........................................................................................ 26
Additional OTM Objects Supported in the Workbench .................................................................................................... 29
Additional GTM Objects Supported in the Workbench .................................................................................................... 30
Additional GTM Actions Supported .................................................................................................................................. 30
Master-detail Saved Queries for Workbench - OTM ........................................................................................................ 31
Master-detail Saved Queries for Workbench - GTM ........................................................................................................ 31
PUBLIC Workbench Layouts - OTM .................................................................................................................................. 32
PUBLIC Workbench Layouts - GTM .................................................................................................................................. 34
Workbench Action Infrastructure .................................................................................................................................... 35
Workbench Tables – Inline Edit for Date Fields ................................................................................................................ 35
Workbench Tables – Screen Sets...................................................................................................................................... 35
Workbench Tables – Favorites ......................................................................................................................................... 36
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Workbench Tables – Add and Replace Using Standard Finders ....................................................................................... 36
Workbench Tables Lock/Unlock Detail Table ................................................................................................................... 36
Workbench Detail Table Support Drag/Drop ................................................................................................................... 37
Workbench Detail Table Support Inline Edit .................................................................................................................... 37
Workbench Tables Refresh Table ..................................................................................................................................... 37
Workbench Tables Rerun Saved Search ........................................................................................................................... 37
Workbench Gantt Chart Hover Improvements ................................................................................................................ 38
Workbench Gantt Chart Refresh Icon .............................................................................................................................. 38
OTHER IMPROVEMENTS ................................................................................................................................................... 38
Copy Default Parameter Set and Logic Config .................................................................................................................. 38
Promote to Production – Migration Project Object Group .............................................................................................. 39
ORACLE TRANSPORTATION MANAGEMENT ........................................................................................................ 40

ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT) ........................................................................................... 40
Workbench Action Infrastructure .................................................................................................................................... 40
Workbench Table to Table Drag Drop Actions ................................................................................................................. 42
Rate Offering Lane Special Service Rail Route Code and Rate Distance ........................................................................... 43
Diagnostics and Tools – Rating Engine Statistics UI .......................................................................................................... 43
Enhanced Set of Order Release Auto Assign Rule Auto Assign Types .............................................................................. 44
Copy External Service Action ............................................................................................................................................ 45
Copy Rate Offering Type Action ....................................................................................................................................... 46
Indicator Added To Tracking Event .................................................................................................................................. 46
Equipment Tracking Enhancement .................................................................................................................................. 46
Additional Shipment Equipment Fields ............................................................................................................................ 47
Additional Mark for Purge Objects Supported ................................................................................................................. 49
Tracking Event Purge With Parent Business Object and Mark for Purge ......................................................................... 49
External Distance Engine and Map Enhancements ............................................................................................................... 49
Harmonize External Distance Engine Parameters ............................................................................................................ 49
Generate Rush Hour Data – Historical Rush Hour Considering Congestion ..................................................................... 51
Standardized Timeout for External Distance Engine ........................................................................................................ 53
PC*MILER Toll Discouraged Routes .................................................................................................................................. 54
PC*MILER Road Preference .............................................................................................................................................. 54
PC*MILER WorldWide Street Layer Access ...................................................................................................................... 54
PC*MILER Hazmat Routing ............................................................................................................................................... 55
HERE Toll Preference Routes ............................................................................................................................................ 56
HERE Hazmat Routing ...................................................................................................................................................... 57
HERE Custom Route Extension API ................................................................................................................................... 58
Workbench Map Enhancements ........................................................................................................................................... 59
Workbench Logic Configuration Parameters for External Distance Engine Selection ...................................................... 60
Driving Directions Based on External Distance Parameters Used in Rating ..................................................................... 60
Support Historic Traffic for ALK and HERE maps .............................................................................................................. 61
Order Management .............................................................................................................................................................. 62
Modeling Orders with a High Volume of Lines ................................................................................................................. 62
Agent Action Order Release – Mod-Propagate Changes .................................................................................................. 63
Order Release Line Packing Action ................................................................................................................................... 63
Order Management Guide Moved to Online Help ........................................................................................................... 64
FREIGHT PAYMENT, BILLING, AND CLAIMS........................................................................................................................ 64
European VAT Configuration by Province ........................................................................................................................ 64
TRANSPORTATION OPERATIONAL PLANNING ................................................................................................................... 65
3D User Defined Loading Patterns Enhancements ........................................................................................................... 65
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Graphical Diagnostics ....................................................................................................................................................... 66
New Mixed Integer Programming Diagnostics Files ......................................................................................................... 68
Bulk Plan Improvements .................................................................................................................................................. 68
ByPass Routing ................................................................................................................................................................. 69
Dock Scheduling Workbench ............................................................................................................................................ 69
Priority by Item................................................................................................................................................................. 72
TRANSPORTATION INTELLIGENCE ..................................................................................................................................... 73
Support for Additional Currencies .................................................................................................................................... 73
ODI Work Repository - Import With Export Key ............................................................................................................... 74
ORACLE FLEET MANAGEMENT .......................................................................................................................................... 74
PUBLIC User Role of DRIVER ............................................................................................................................................. 74
Improved Get the Driver Home Processing ...................................................................................................................... 74
Work Assignment .................................................................................................................................................................. 75
Automatically Disband Work Assignments When Re-running Bulk Plan .......................................................................... 75
Work Assignment and Location Capacity Constraints ...................................................................................................... 75
Work Assignment Improved Re-Calculation Solution ...................................................................................................... 75
Work Assignment Gantt Chart Usability ........................................................................................................................... 76
ORACLE TRANSPORTATION SOURCING ............................................................................................................................. 76
Copy Non-biddable Fields on the Carrier Response Template (CRT)................................................................................ 76
Upload Carrier Response Template (CRT) with GID instead of XID .................................................................................. 77
Downloaded Carrier Response Template (CRT) Displays GID instead of XID ................................................................... 77
Build Shipment Set Action Moves Shipments to Shipment Domain ................................................................................ 78
Sourcing Mark For Purge Objects added .......................................................................................................................... 79
Rate Maintenance ................................................................................................................................................................. 79
Rate Maintenance Upload and Download Performance Improvements ......................................................................... 79
Action Performance Improvements ................................................................................................................................. 80
Rate Maintenance Process Flow How To ......................................................................................................................... 80
Sorting for Cost Parameters on RBIs ................................................................................................................................ 81
ORACLE GLOBAL TRADE MANAGEMENT .............................................................................................................. 82

GLOBAL TRADE MANAGEMENT (BASE) ............................................................................................................................. 82
GTM User-focused Menu ................................................................................................................................................. 82
Restricted Party Screening – Dice Algorithm Performance Improvements ...................................................................... 82
Restricted Party Screening Punctuation to Remove Property .......................................................................................... 82
Improved Screening of Single Character Words ............................................................................................................... 83
Additional Actions Supported on the Workbench ............................................................................................................ 83
PUBLIC Workbench Restricted Party Screening Workbench ............................................................................................ 84
Enhanced Copy Flexfields Agent Action ........................................................................................................................... 84
Logic Configuration for GTM EBS Integration ................................................................................................................... 85
Product Classification Code Enhancements ..................................................................................................................... 85
Estimated Landed Cost Enhancements ............................................................................................................................ 86
OTM-GTM Trade and Transportation Flow ...................................................................................................................... 86
Properties to Parameters ................................................................................................................................................. 87
Generate Customs Commercial Invoice from Trade Transaction ..................................................................................... 87
Power data Parameter Sets added to Master Data .......................................................................................................... 88
Documents Actions Added to Party ................................................................................................................................. 88
Data Configuration Enhancements .................................................................................................................................. 88
TRADE COMPLIANCE ......................................................................................................................................................... 89
License Constraints Moved to Generic Constraint Sets .................................................................................................... 89
Support Other Types of Controls ...................................................................................................................................... 89
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New Fields On Transaction Line and Declaration Line ..................................................................................................... 89
CUSTOMS MANAGEMENT................................................................................................................................................. 90
AES Filing Improvements .................................................................................................................................................. 90
Support for Summary Declaration.................................................................................................................................... 91
Remove from Declarations Improvement ........................................................................................................................ 91
Edit Declaration Quantities Improvement ....................................................................................................................... 92
Valuation Method Added to Declaration ......................................................................................................................... 92
Create/Add to Existing Declarations Action ..................................................................................................................... 92
Copy Data from Header to Header Improvements .......................................................................................................... 92
GLOBAL TRADE INTELLIGENCE (GTI) .................................................................................................................................. 94
Additional Columns and General Usability Improvements .............................................................................................. 94
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date What’s Changed Notes
1/4/2018 Final
5
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Transportation & Global Trade Management Cloud Release 6.4.3. Each section includes a brief
description of the feature, the steps you need to take to enable or begin using the feature, any tips or
considerations that you should keep in mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
otm-doc_us@oracle.com. Please indicate you are inquiring or providing feedback regarding the Oracle
Transportation & Global Trade Management What’s New in Release 6.4.3.
6
RELEASE FEATURE SUMMARY
Some of the new Release 6.4.3 features are automatically available to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 6.4.3 features.
Action Required to Enable Feature
Automatically End User Action Administrator Oracle Service

Feature Available Required Action Required Request Required
Oracle Transportation and
Global Trade Management
Architecture
WebLogic Application –tier (On- 
Premise Clients)
Scalability - Reduced Complexity (On- 
Premise Clients)
Documentation
How To Topics 
Translations
Worldwide Spanish Translation 
Translation Consistency 
User Interface Refresh
Social Panel and Oracle Content and 
Experience Cloud
Change Background Color of 
Application Shell
Set the Springboard Background 
Image
Favorites Added to Search Criteria 
Unified Global Header – Global 
Search
Springboard Maintain State 
Springboard Menu Manager Edit 
Menu Group/Link
Global Header – Notifications 
Global Header – Business Monitor 
Global Header – Settings and Actions 
Workbench
Workbench Promote to Production 
Workbench Select Domain 
7

Workbench User Access 
Workbench Refresh Workbench 
After UI Action is Completed
Additional OTM Objects Supported in 
the Workbench
Additional GTM Objects Supported in 
the Workbench
Additional GTM Actions Supported 
Master-detail Saved Queries for 
Workbench - OTM
Master-detail Saved Queries for 
Workbench - GTM
PUBLIC Workbench Layouts - OTM 
PUBLIC Workbench Layouts - GTM 
Workbench Action Infrastructure 
Workbench Tables - Inline Edit for 
Date Fields
Workbench Tables – Screen Sets 
Workbench Tables - Favorites 
Workbench Tables - Add and Replace 
Using Standard Finders
Workbench Tables Lock/Unlock 
Detail Table
Workbench Detail Table Support 
Drag/Drop
Workbench Detail Table Support 
Inline Edit
Workbench Tables Refresh Table 
Workbench Tables Rerun Saved 
Search
Workbench Gantt Chart Hover 
Improvements
Workbench Gantt Chart Refresh Icon 
Other Improvements
Copy Default Planning Parameter 
and Logic Config
Promote to Production - Migration 
Project Object Group
8

Promote to Production – Server to 
Server Promotion (CLOUD ONLY)
Oracle Transportation Management
Transportation Management (Base)
Workbench Action Infrastructure 

Workbench Table to Table Drag Drop 
Actions
Rate Offering Lane Special Service 
Rail Route Code and Rate Distance
Added
Diagnostics and Tools – Rating 
Engine Statistics UI
Enhanced Set of Order Release Auto 
Assign Rule Auto Assign Types
Copy External Service Action 
Copy Rate Offering Type Action 
Indicator Added To Tracking Event 
Equipment Tracking Enhancement 
Additional Shipment Equipment 
Fields
Additional Mark for Purge Objects 
Supported
Tracking Event Purge With Parent 
Business Object and Mark for Purge
External Distance Engine and Map
Enhancements
Harmonize External Distance Engine 
Parameters
Generate Rush Hour Data - Historical 
Rush Hour Considering Congestion
Standardized Timeout for External 
Distance Engine
PC*MILER Toll Discouraged Routes 
PC*MILER Road Preference 
PC*MILER WorldWide Street Layer 
9

Access
PC*MILER Hazmat Routing 

HERE Toll Preference Routes
HERE Hazmat Routing 
HERE Custom Route Extension API 
Workbench Map Enhancements
Workbench Logic Configuration 
Parameters for External Distance
Engine Selection
Driving Directions Based on External 
Distance parameters Use in Rating
Support Historic Traffic for ALK and 
HERE maps
Order Management
Modeling Orders with a High Volume 
of Lines
Agent Action Order Release - Mod - 
Propagate Changes
Order Release Line Packing Action 
Order Management Guide Moved to 
Online Help
Financials
European VAT Configuration by 

Province
Transportation Operational Planning
3D User Defined Loading Patterns 
Enhancements
Graphical Diagnostics 
New Mixed Integer Programming 
Diagnostics Files
Bulk plan Improvements 
ByPass Routing 
Dock Scheduling Workbench 
Priority by Item 
Fusion Transportation Intelligence
10

Support for Additional Currencies 

ODI Work Repository - Import With 
Export Key
Fleet Management
PUBLIC User Role of DRIVER 
Improved Get the Driver Home 
Processing
Work Assignment
Automatically Disband Work 
Assignments When Re-running Bulk
Plan
Work Assignment and Location 
Capacity Constraints
Work Assignment Improved Re- 
Calculation Solution
Work Assignment Gantt Chart 
Usability
Transportation Sourcing
Copy Non-biddable Fields on the 
Carrier Response Template (CRT)
Upload Carrier Response Template 
(CRT) with GID instead of XID
Downloaded Carrier Response 
Template (CRT) displays GID instead
of XID
Build Shipment Set Action Moves 
Shipments to Shipment Domain
Sourcing Mark For Purge Objects 
Added
Rate Maintenance
Rate Maintenance Upload and 
Download Performance
Improvements
Action Performance Improvements 
Rate Maintenance Process Flow How 
To
Sorting for Cost Parameters on RBIs 
Oracle Forwarding and Brokerage
11

Operations
_~Itinerary_Profile,_Port 
Oracle Global Trade Management
Global Trade Management (Base)
GTM User-focused Menu 
Restricted Party Screening – Dice 
Algorithm Performance
Improvements
Restricted Party Screening 
Punctuation to Remove Property
Improved Screening of Single 
Character Words
Additional Actions Supported on the 
Workbench
PUBLIC Workbench Restricted Party 
Screening Workbench
Enhanced Copy Flexfields Agent 
Action
Logic Configuration for GTM EBS 
Integration
Product Classification Code 
Enhancements
Estimated Landed Cost 
Enhancements
OTM-GTM Trade and Transportation 
Flow
Properties to Parameters 
Generate Customs Commercial 
Invoice from Trade Transaction
Power Data Parameter Sets Added 
to Master Data
Documents Actions Added to Party 
Data Configuration Enhancements 
Trade Compliance
License Constraints Moved to 
Generic Constraint Sets
Support Other Types of Controls 
New Fields On Transaction Line and 
12

Declaration Line
Generate Customs Commercial 
Invoice from Trade Transaction
Customs Management
AES Filing Improvements 
Support for Summary Declaration 
Remove from Declarations 
Improvement
Edit Declaration Quantities 
Improvement
Valuation Method Added to 
Declaration
Create/Add to Existing Declarations 
Copy Data from Header to Header 
Improvements
Global Trade Intelligence (GTI)
Additional Columns and General 
Usability Improvements
13
ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT
This section of the What’s New guide captures the transportation and trade improvements that benefit
both Oracle Transportation Management (OTM) and Global Trade Management (GTM).
ARCHITECTURE
WEBLOGIC APPLICATION–TIER
This feature provides you with the consolidation of the User Interface and Business Logic components of
the architecture into a single WebLogic instance referred to as the Application-tier. With the single
WebLogic Application-tier there is no longer a need (or the possibility) to have servers dedicated to just
the web tier.
The motivation behind this improvement was the acknowledgement that most of the user interface
activity (search, view/edit, and running actions) requires a significant amount of interaction with the
application layer. By consolidating the Web and App tiers into a single Application-tier, traffic and
interaction between the Web tier & Application tier has been reduced or eliminated providing an
improvement in performance. In addition, user interface technology has evolved to the point where the
distinction between the application layer and web layer is no longer clear.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For information about the considerations and steps necessary to understand the implications and to
take full advantage of this new configuration, refer to the 6.4.3 Technical Architecture Guide.
TIPS AND CONSIDERATIONS
Note: Large customers with multiple dedicated web servers will need to evaluate their current server
configuration and adjust to this change. In most cases your current application servers will be sufficient
to handle the load of both the user interface and business logic. In other cases, a marginal increase in
the resources of the current application tier may be required.
SCALABILITY - REDUCED COMPLEXITY
This feature provides a new approach for setting up scalability that reduces the complexity of the
configuration and simultaneously encourages better utilization of your hardware resources. The new
design favors a homogeneous environment for distributing short running tasks (i.e. UI activity, actions,
14
integration, etc.) across all servers and a dynamic load balanced model for long running tasks (i.e. Bulk
Plan).
The legacy scalability approach was originally developed to deal with the memory constraints of 32bit
JVMs. The legacy approach successfully allowed you to overcome the old 32bit JVM limitations and
provided you with substantial (some would too much) flexibility for setup i.e., by domain, by function
etc.
The new approach takes advantage of Java’s current ability to handle significantly more memory and
processes than was available when the original scalability approach was developed. With the new
scalability approach, you can scale your environment with fewer virtual machine instances which should
help balance the workload and improve the utilization of your hardware resources.
STEPS TO ENABLE
If you are currently running with OTM scalability enabled, you will need to review the updated
Scalability Guide in detail to understand the impact and the required changes.
DOCUMENTATION
HOW TO TOPICS
This feature provides an expanded library of How To topics in Help. How To topics provide
documentation that is focused on configuring and using OTM or GTM to solve a specific business
problem or to provide more complete topic specific instructions for how to use a particular feature.
A typical How To topic provides an overview of the topic, the setup steps required to configure the
application, and in many cases, the How To topic will provide examples for guiding the setup and usage
of the functionality.
General How To topics added or updated include:
 Using the Social Panel

 Configuring the Social Panel
 (Updated) Configuring the User Interface How To topic to cover the following topics:
o Configuring the User Interface
o Configuring the Global Header
o Configuring the Business Monitor
o Message Center
o Configuring the Social Panel
o Configuring Manager Layouts
o Creating New Actions
15
o Configuring a Workbench Layout
o Creating the Configuring a Screen Set
o Adding Search Fields to Finders
o Menu Editor
GTM How To/Configuration Topics added include:
 Implementation of EAR Control Process in GTM

 How to Use Sanctioned Territory Screening in GTM
 License Management
 Duty and Tax Calculation on Trade Transaction or Declaration
 Landed Cost Estimation on Trade Transaction or Declaration
 About Data Loading
FTI How To/Configuration Topics added include:
 Using Fusion Transportation Intelligence for an End User

 How to Define a Default Dashboard in Fusion Transportation Intelligence
 How to Provide Access to Fusion Transportation Intelligence for a User
OTM How To/Configuration Topics added include:
 Configuring a Fuel Surcharge

 Configuring European VAT
 How to Assign General Ledger Codes
 About OTM sending Hazmat Information to External Distance Engines
 Order Management
 Manage High Volume Lines
Sourcing How To/Configuration Topics Added include:
 Rate Maintenance Process Flow
STEPS TO ENABLE
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TRANSLATIONS
WORLDWIDE SPANISH TRANSLATION
This feature provides a universal single Spanish Translation. Previously, two Spanish translation options
were provided: European Spanish and Latin American Spanish. These two options have been replaced by
one Worldwide Spanish translation.
STEPS TO ENABLE
Note: The new Spanish option will be available after the initial GA release.
TRANSLATION CONSISTENCY
This feature provides a consistent language translation across your Oracle product set. As a result of this
improvement, you may see changes to some of your translations.
STEPS TO ENABLE
Note: Any changes made to the translations will be available after the initial GA release.
USER INTERFACE REFRESH
SOCIAL PANEL AND ORACLE CONTENT AND EXPERIENCE CLOUD
This feature provides the ability to use the Social panel to create, edit and view Oracle Content and
Experience Cloud (CEC) conversations within the OTM UI. When configured, the social panel appears to
the left of the Springboard menu.
The Oracle Content and Experience Cloud allows you to collaborate and communicate with other Oracle
Content and Experience users as well as providing you access to content management system
capabilities including document storage and retrieval.
17
Content and Experience Cloud
Specific capabilities provided with the Content and Experience Cloud (CEC) include:
 Creating new conversations with other CEC users

 Managing your conversations with details retrieved from CEC Including:
o User’s Profile Picture
o Statistics:
 New Conversations
 Flags
 Favorites
 Following
 Followers
STEPS TO ENABLE
The Oracle Content and Experience Cloud (CEC) is one of Oracle’s many Platform as a Service (PaaS)
offerings. A subscription is required to use the Content and Experience Cloud (CEC) capabilities with
OTM. The Content and Experience capabilities, pricing and other information can be found here:
https://cloud.oracle.com/en_US/content
By default, the social panel – which provides access to the collaboration aspects of the Content and
Experience Cloud - does not appear when a user logs into OTM. The follow steps must be completed by
the Oracle Transportation Management administrator to provide a user with access to the social panel:
 Create a content management system record pointing to the Oracle Content and Experience
Cloud (CEC) server.
o Go to Business Process Automation > Power Data > Document Generation > Content
Management Systems.
o Enter a System ID.
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o Select a Domain of "PUBLIC".
o Select a System Type of "Oracle Document Cloud".
o Enter the exact URL of Oracle Content and Experience Cloud system (for example,
http://www.DOC-URL-ADDRESS.com/).
o Enter the User Name and Password of the CEC integration user. Refer to the CEC
documentation for details.
o Confirm the password.
o Make a note of the Content Management System ID you just created.
 Set OTM properties to enable the social panel.
o glog.webserver.applicationShell.showSocialPanel: Set to "true" to show the social
panel on the main OTM home page.
o glog.webserver.osn.contentManagementSystemGid: Enter the Content
Management System ID created above. Create this ID as a PUBLIC record available
to all users.
o glog.webserver.osn.ssoEnabled: If OTM and CEC are deployed in the same single
sign-on identity domain, then set this property to true.
 Configure users so that their social panel connects to the Oracle Content and Experience
Cloud.
o Ensure that each OTM user has a valid Oracle Content and Experience Cloud user
name and password.
o The OTM nickname of each user must match their Oracle Content and Experience
Cloud user name.
Note: Oracle Documents Cloud Service is now part of Oracle Content and Experience Cloud (CEC).
CHANGE BACKGROUND COLOR OF APPLICATION SHELL
This feature provides the ability to change the background color of the application shell. You can change
the background color of the application shell using the Theme Management UI with the
branding_background_color variable.
STEPS TO ENABLE
 Navigate to Theme Management. Configuration and Administration > Branding > Theme
Management.
o This page can only be accessed by users with DBA access.
 Create or update a theme.
 Select whether this is to be a global or local theme.
 Set the branding_background_color variable to the desired background color for the
application.
 Assign the theme – as necessary – to the desired user preferences.
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SET THE SPRINGBOARD BACKGROUND IMAGE
This feature provides the ability to select a background image to appear behind the springboard. You
can set this by using the Theme Management functionality and springboard_background_img variable.
STEPS TO ENABLE
 Navigate to Theme Management. Configuration and Administration > Branding > Theme
Management.
o This page can only be accessed by users with DBA access.
 Create or update a theme.
 Select whether this is to be a global or local theme.
 Set the springboard_background_img variable to your desired springboard background
image.
o For example, you may set the springboard background image to an image that
indicates to the user that the environment they are in is a test environment.
 To assign the modified or newly created theme and its image as the local theme to be used
by a user, set the user preference Stylesheet Location value to the theme configured with
the desired image.
FAVORITES ADDED TO SEARCH CRITERIA
This feature provides the ability to search for records based on whether the object has been identified
as a user defined favorite or not. The Favorites search criteria (Yes, No and Both) is available for all
tables where user defined favorites are supported.
STEPS TO ENABLE
UNIFIED GLOBAL HEADER – GLOBAL SEARCH
This feature provides additional usability and data access options for Global Search. Global Search now
includes access to Navigator menu links, and links related directly to business objects. This feature also
provides improved user interface, navigation and user access controls.
Improvements:
 Global Search can now be used to query for the menu links related to the user’s Navigator
menu including power data menu links.
 Global Search can now be configured to provide users with search results that include links
to specific business objects e.g., order releases, shipments, trade transactions.
 The Global Search results UI now supports Expand and Collapse all capabilities. This change
allows you to easily expand or collapse long Global Search result lists.
20
 The Global Search result links can now be opened in a new window. This provides you with
an additional navigation option beyond just replace window.
STEPS TO ENABLE
No steps are required to enable:
 Global Search results for saved searches or Navigator menu links – including power data.
 Expand/Collapse all or the option to open a link in a new window
The following steps are required/should be considered when setting up access to specific business
objects as part of a Global Search:
 Access to a specific business object is enabled via a screen set that is related to the object that
you would like to include in Global Search.
o Configuration and Administration > User Configuration > Screen Set Manager. There
have been no changes related to Screen Sets for this feature. However, it’s important to
consider the Global Search use case when configuring this screen set.
 The Label ID for this screen set will be displayed on the Global Search as a group
identifier that can be used to collapse or expanded the results.
 The Default Criteria defined in this screen set will be used to filter the business
objects returned in the Global Search.
 The Results layout defined for this screen set will be used when following saved
search links for the business object related to this screen set.
 The Manager Layout ID assigned to this screen set will be used to display the
business objects related to the screen set.
 After defining the screen set to be used, the next step is to provide access to the user so they
can use the defined screen set in their Global Searches.
o Configuration and Administration > User Configuration > Manage User Access. Typically
this option has restricted access.
 In the User Access Type drop down, select Global Search.
 Enter the appropriate User ID, Level, User Role ID and Domain.
 Add the screens sets you want this user to have access to in the Global Search
Access tab and click Finish.
 Once the screen set and the Global Search Access have been configured for the user, when the
user runs a Global Search, the criteria and format defined on the assigned screen sets will be
used to provide access, filter and format the results returned.
Note: The opportunities provided by Global Search to simplify system navigation and data access should
be considered when defining your saved searches, search results layouts, and manager layouts.
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SPRINGBOARD MAINTAIN STATE
This feature provides the ability to have the Home button on the Springboard return you to your last
point of navigation on the Springboard - with a group or sub-group open - versus returning you to a
Home state where all your Springboard icons are in a closed state.
Now as you navigate through your Springboard hierarchy moving from a group icon, to a sub-group to a
link, at the link level, the Home button will return you to a Springboard with all of your sub-group icons
displayed in an open state.
Maintain State
The example above shows moving from Configuration and Administration (group) to User Configuration
(sub-group) to Manage User Access (link). Now at the Manage User Access level, when you click the
Home icon, you will be returned to the Springboard in open state before you clicked the Manager User
Access link versus being returned to a Springboard in a fully closed state.
STEPS TO ENABLE
22
SPRINGBOARD MENU MANAGER EDIT MENU GROUP/LINK
This feature provides the ability to edit your current menu and change whether a specific group or link is
shown on the Springboard. This feature also allows you to change or select the image you would like to
display on the Springboard for your groups and links.
STEPS TO ENABLE
BACK BUTTON TO SPRINGBOARD
This feature provides an improved navigation experience that keeps you within the application shell and
Springboard when you navigate within the application using your browser’s back button.
STEPS TO ENABLE
GLOBAL HEADER – NOTIFICATIONS
This feature provides two improvements to the Notification functionality. Now when you receive new
notifications, a Badge icon will appear on the Global Header Notification Icon to alert you to the fact
that new notifications have been received. When you navigate to your new notifications the
notifications now open in a new window.
STEPS TO ENABLE
GLOBAL HEADER – BUSINESS MONITOR
This feature provides an enticing modernized Business Monitor UI which is consistent with the colors,
font, font size, contrast and icons used throughout the application.
STEPS TO ENABLE
GLOBAL HEADER – SETTINGS AND ACTIONS
This feature provides a set of Setting and Actions improvements. You now have more user level control
over the access users may have to the available Setting and Actions capabilities. Using the Settings and
Actions Change User Role feature now provides a more consistent User Role specific menu presentation.
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Specifically, the following improvements have been provided:
 User Access: You can now configure Oracle Transportation Management so that when a
specific user opens the Settings and Actions page certain sections are hidden.
 When you change the user role, the Springboard updates with the correct menus.
STEPS TO ENABLE
KEY RESOURCES
For more information see the Settings and Actions help topic for details.
24
WORKBENCH
WORKBENCH PROMOTE TO PRODUCTION
This feature provides the ability to include your Workbench Layouts in your promote to production
migration projects. This allows you to develop and test your Workbench Layouts in a non-production
environment and then promote the layouts into your production environment using a migration project.
STEPS TO ENABLE
WORKBENCH SELECT DOMAIN
This feature enables you to select the domain for a workbench when creating a new workbench layout
or when copying an existing workbench layout.
The ability to specify a domain when creating or copying a layout allows you to create and share a
workbench that has been created in one domain with other domains without having to create the
workbench in all of the desired target domains.
When you create or copy a workbench layout, you will now have the option to select a domain to save
the layout in by selecting the desired domain name from a drop-down list that has been added to the
Create Layout window.
Select Domain
STEPS TO ENABLE
25
WORKBENCH USER ACCESS
This feature provides a User Access Type of Workbench that allows you to control the workbench
layouts that a user has access to.
You can use the User Access Type of Workbench Layout to determine an inclusive or exclusive list of
workbenches a user should have access to. The inclusive approach includes all layouts with a defined list
of exceptions you do not want the user to have access to the exclusive approach excludes access to all
layouts and then allows you to list the workbench layouts you do want the user to have access to.
STEPS TO ENABLE
WORKBENCH REFRESH WORKBENCH AFTER UI ACTION IS COMPLETED
This feature provides an automatic refresh for an extensive set of objects and actions within the
Workbench.
For the workbench, most OTM UI actions are triggered from the Actions menu on the Workbench table.
When the action is completed, the affected objects are passed to the Workbench and those objects on
the workbench components will be refreshed. All the components on the Workbench e.g., Table, Map,
Gantt, will be refreshed with the new data.
The list of supported workbench objects:
 BUY_SHIPMENT
 SELL_SHIPMENT
 ORDER_MOVEMENT
 ORDER_RELEASE
 DRIVER
 POWER_UNIT
 EQUIPMENT
 EQUIPMENT_TYPE
For the above objects, and for the list of UI actions below, the objects will be retrieved and refreshed on
Workbench Layouts.
UI Actions:
 ADD_THIRD_PARTY_SERVICE_PROVIDER
 BUY_ASSIGN_GL_CODE
 SELL_ASSIGN_GL_CODE
 ASSIGN_GL_CODE_SHIPMENT
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 ASSIGN_GL_CODE_INVOICE
 ASSIGN_GL_CODE_BILL
 ASSIGN_ORDER_TO_SHIP
 ASSIGN_ORDER_TO_SHIP_BUY
 ASSIGN_ORDER_TO_SHIP_SELL
 ASSIGN_TENDER_CONTACT
 BEST_SERVICE_PROVIDER
 BOOK_SELL_SHIPMENT_TO_BUY_CONSOL
 BUILD_BUY_MULTI_STOP
 BUILD_SELL_MULTI_STOP
 BUILD_SECONDARY_CHARGE_SHIPMENTS
 BUILD_SELL_SHIPMENT_BASED_ON_BUY_SHIPMENT
 BUILD_BUY_SHIPMENTS
 BUILD_SELL_SHIPMENTS
 BUILD_BUY_SHIPMENT_PRIMARY_LEG
 BUILD_SELL_SHIPMENT_PRIMARY_LEG
 CHANGE_EQUIPGROUP
 CHANGE_MODE
 CHANGE_SERVPROV
 ALTERNATE_SERVPROV
 CHANGE_SERVPROV_COST
 DISBAND_CMS
 CONVERT_TO_DROPOFF
 CONVERT_TO_STOPOFF
 SHIPMENT_BUY_ITINERARIES
 BUILD_SHIPMENT_SNRO_OCEAN_BUY
 BUILD_SHIPMENT_SNRO_BUY
 SHIPMENT_SELL_ITINERARIES
 BUILD_SHIPMENT_SNRO_OCEAN_SELL
 BUILD_SHIPMENT_SNRO_SELL
 BUILD_SHIPMENT_SNRO_OCEAN_OM
 BUILD_SHIPMENT_SNRO_OM
 DIVERT_SHIP
 JUST_GET_THE_DRIVER_HOME
 EQUIPMENT_TYPE_REPOSITIONING
 MANUALLY_CREATE_SHIP
 MERGE_SHIP
 MOVE_CONTAINER_GROUP_SHIPMENT
 MOVE_OM_TO_SHIPMENT
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 ADD_OM_TO_SHIPMENT
 MOVE_ORDER_TO_BUY_SHIP
 MOVE_ORDER_TO_SELL_SHIP
 MOVE_OM_TO_SHIPMENT
 ADD_OM_TO_SHIPMENT
 MOVE_ORDER_TO_BUY_SHIP
 MOVE_ORDER_TO_SELL_SHIP
 ADD_ORDER_TO_SHIPMENT
 MOVE_STOP_ORDERS_TO_SHIPMENT
 MOVE_ORDER
 OM_BUILD_SHIPMENT
 OM_BUILD_SHIPMENT_DIRECT
 BUILD_BUY_SHIPMENT_ON_PRIMARY_LEG_WITH_CONSOL
 BUILD_SELL_SHIPMENT_ON_PRIMARY_LEG_WITH_CONSOL
 COLLAPSE_ORDER_MOVEMENTS
 CREATE_RELAY_ORDER_MOVEMENT
 DELETE_REMAINING_QUANTITY
 MOVE_OM_TO_CONSOL_SHIPMENT
 OM_BUILD_MULTISTOP_SHIPMENT
 OM_BUILD_SHIPMENT_SHOW_OPTIONS
 SPLIT_ORDER_MOVEMENT
 SPLIT_ORDER_RELEASE
 ORDER_BUY_INSERTION
 ORDER_SELL_INSERTION
 RECALC_SHIP
 RERATE_REDRIVE_SHIPMENT
 RESEQUENCE_STOPS
 ASSIGN_SHIPMENT
 CHANGE_SERVICE_PROVIDER
 DISBAND_SHIPMENT
 DISBAND_SHIPMENT_VIA_SHIPMENT
 ADD_ORDER_TO_SHIPMENT
 APPEND_SHIPMENT
 ASSIGN_ROUTE_INSTANCE_LEG
 BOOK_SELL_SHIPMENT_TO_BUY_CONSOL_SHOW_OPTIONS
 FORCE_SPLIT_MERGE_BY_ORDERS
 FORCE_SPLIT_MERGE_BY_SSHIPUNITS
 RECALCULATE_SHIPMENT_COST
 REPACK_EXISTING_EQUIPMENT
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 REPACK_S_SHIP_UNIT
 REVERT_SWAP
 SHIPMENT_BUILD_BUY_SIDE
 SPLIT_BOOKING
 SPLIT_BOOKING_SELL
 SELL_SHIPMENT_CREATE_MULTI_BL
 SPLIT_SHIPMENT
 SPLIT_BY_ORDERS
 SPLIT_BY_PERCENTAGE
 SPLIT_BY_SHIP_UNIT
 UNASSIGN_BUY
 UNASSIGN_SELL
 UNASSIGN_ORDER_MOVEMENT
 DISBAND_WORK_ASSIGNMENT
 WORK_ASSIGNMENT_DRIVER_ASSIGNMENT
 SECURE_RESOURCES_WORK_ASSIGNMENT
STEPS TO ENABLE
Note: The workbench refresh of the affected objects only works for actions which display the affected
objects in the UI after the action completes, at the end of the action if the action just displays a success
message then the refresh does not happen.
ADDITIONAL OTM OBJECTS SUPPORTED IN THE WORKBENCH
This feature provides additional OTM objects that are now supported in the workbench. With these
added objects, along with the long list of already supported objects, the workbench should become the
first place you go to configure any work environment that involves relating multiple objects and
components together in one view.
Additional OTM objects available for adding as a table include:
 Order Base Line

 Order Base Release Instructions
 Order Base Ship Unit
 Order Base Ship Unit Release Instruction
 Order Release Line
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 Location Resource
STEPS TO ENABLE
Note: The list of objects supported by the Workbench includes all of the objects supported by the
Advanced Layout functionality plus many more.
ADDITIONAL GTM OBJECTS SUPPORTED IN THE WORKBENCH
This feature provides additional GTM objects that are now supported in the workbench. With these
added objects, along with the long list of already supported objects, the workbench should become the
first place you go to configure any work environment that involves relating multiple objects and
components together in one view.
Additional GTM objects available for adding as a table include:
 Contact
 Party
 Party Matched Restricted Party
 Product Classification Code
 Restricted Party
 Bond
STEPS TO ENABLE
Note: The list of objects supported by the Workbench includes all of the objects supported by the
Advanced Layout functionality plus many more.
ADDITIONAL GTM ACTIONS SUPPORTED
This feature provides a set of new object specific actions and capabilities that you can use to configure
your GTM workbenches. With these new capabilities, you can use the workbench to configure a work
environment tailored to the needs of your restricted party list screening users.
The capabilities provided by object include:
30
 For the GTM Contact object, the following capabilities have been added:
o Requires Review, Passed, Failed, Escalated, and Add Comment
 For the Party Matched Restricted Party object type, the following capabilities have been
provided:
o Potential Match, Not a Match, Verified Match, Escalated, Review Match Factor, and
Add Comment
STEPS TO ENABLE
MASTER-DETAIL SAVED QUERIES FOR WORKBENCH - OTM
This feature provides an additional set of preconfigured PUBLIC saved queries that simplify the setup of
basic master - detail table relationships in your OTM workbench designs.
The saved queries provided include:
 FREIGHT DEPENDENT SHIPMENTS FOR SHIPMENT

 NETWORK FOR ITINERARY
 NETWORK FOR ITINERARY LEG
 OB LINE RELEASE INSTRUCTIONS FOR OB LINE
 OB SU RELEASE INSTRUCTIONS FOR OB SU
 ORDER RELEASES FOR OB LINE
 ORDER RELEASES FOR OB SHIP UNIT
 SEQUIPMENT FOR SHIPMENT
 SHIP UNITS FOR STOP
STEPS TO ENABLE
MASTER-DETAIL SAVED QUERIES FOR WORKBENCH - GTM
This feature provides an additional set of preconfigured PUBLIC saved queries that simplify the setup of
the basic master - detail table relationships in your GTM workbench designs.
The saved queries provided include:
 DECLARATIONS FOR TRANSACTION

 DECLARATION LINES FOR TRANSACTION LINE
STEPS TO ENABLE
31
PUBLIC WORKBENCH LAYOUTS - OTM
This feature provides a set of sample workbenches that you can use as examples to configure
Workbench Layouts that are tailored to your specific needs.
The public workbenches provided for OTM include:
 Dispatch Board:
o The sample dispatch board workbench is designed to support the work environment
where dispatchers are tasked with assigning and dispatching shipments to fleet drivers
as well as third party carriers.
o This sample workbench layout brings together table views for buy shipments, drivers,
location asset inventory, shipment stops and order releases. With additional capabilities
including a map, load configuration and the driver Gantt.
o This page is accessed via Fleet Management > Dispatch Board.
Public Dispatch Board
 Dock Scheduling Workbench:

o The sample dock scheduling workbench is designed to support the use case where
service providers/carriers are required to enter appointments as a requirement before
the service provider can pickup or deliver to a stop.
o The sample dock scheduling workbench layout provides table views for Shipment
Requiring Appointments, Shipment Stops along with a specially designed Appointment
Gantt Chart that supports the actual appointment making process.
o When you are logged in as a SERVPROV user, this page is accessed via Appointment
Management > Dock Scheduling Workbench.
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o When you are logged into OTM as a standard OTM user such as a planner, this page is
accessed via Operation Planning > Appointment Management > Dock Scheduling
Workbench.
Public Dock Scheduling Workbench
 Network Workbench:
o The Network Workbench is a sample workbench layout that displays network details
and consists of itinerary, network, and location related tables and with a map.
o This page is accessed via Shipment Management > Itinerary Management > Network
Workbench.
Public Network Workbench
 Order Line Releasing Workbench:
33
o The Order Line Releasing Workbench is a sample workbench layout that allows you to
manage the process of releasing orders base lines to create order releases. This
Workbench provides a better UI experience and grid level data entry.
o This page is accessed via Order Management > Purchase Order > Order Line Releasing.
 Order Ship Unit Releasing Workbench:
o The Order Ship Unit Releasing Workbench is a sample workbench layout that allows you
to manage the process of releasing order base ship units to create order releases. This
Workbench provides you with a better UI experience and grid level data entry.
o This page is accessed via Order Management > Purchase Order > Order Ship Unit
Releasing.
 Planning Workbench:
o The Planning Workbench is a sample workbench layout that allows you to view planning
information. This workbench consists of tables, a map, and a 3D load configuration
viewer.
o This page is accessed via Operational Planning > Planning Workbench.
STEPS TO ENABLE
PUBLIC WORKBENCH LAYOUTS - GTM
This feature provides a Restricted Party Screening Workbench that you can use out-of-the-box to
support your restricted party screening needs or you can use the PUBLIC Restricted Party Screening
Workbench layout as a sample layout that you can copy and then configure to your specific needs.
 Restricted Party Screening Workbench:

o The Restricted Party Screening Workbench incorporates the functionality and
capabilities provided previously in the advanced layout based Restricted Party Screening
Workbench. While functionally is equivalent, the new Restricted Party Screening
Workbench provides the added advantage of - if necessary – configuring the sample
workbench to meet your specific needs and requirements.
o This page is accessed via Restricted Party Screening > Restricted Party Screening
Workbench.
STEPS TO ENABLE
34
WORKBENCH ACTION INFRASTRUCTURE
This feature provides an improved action infrastructure that uses workbench layouts for most of OTM’s
map based actions. The workbench based action infrastructure replaces the advanced layout based
action infrastructure and provides the distinct advantage of being able to configure the workbench
shown when running the enabled actions.
STEPS TO ENABLE
WORKBENCH TABLES – INLINE EDIT FOR DATE FIELDS
This feature provides the ability to perform inline editing of date fields.
STEPS TO ENABLE
For the object you wish to configure Inline editing for:
 Go to the Screen Set Manager - Results tab

 For each of the fields (including date fields) you would like to have available for Inline
editing, click the More button. Then under Edit Options, select Editable Save.
 When all desired fields have been set to Editable, click Finish.
Note: You cannot edit the following fields using inline editing:
• Fields with links such as IDs
• Any fields that are primary keys
Although you can select the Editable option in the Screen Set Manager for these types of fields, they are
not editable inline for the enhanced UI.
In addition, not all search results pages are compatible with the Inline Editing functionality.
WORKBENCH TABLES – SCREEN SETS
This feature enables you to use OTM screen set capabilities when configuring your Workbench tables.
Screen sets capabilities provided for Workbench Tables include:
 Sorting
 Alphabetical for display Actions
 Alphabetical for display SmartLink menus
35
STEPS TO ENABLE
WORKBENCH TABLES – FAVORITES
This feature enables you to use Favorites in your Workbench tables. For all Workbench tables that
support Favorites, you can select, deselect, and query for records identified as Favorites.
STEPS TO ENABLE
 By default, the Favorites column is provided in the standard screen sets for all objects that
support favorites.
 You can add (or remove) the Favorites column by adding it or removing it from the screen set
associated with your workbench table.
WORKBENCH TABLES – ADD AND REPLACE USING STANDARD FINDERS
This feature provides access to the standard finder and finder result screens to Add or Replace business
objects within a workbench table.
The workbench table Add option uses a standard search and search results page to help you search for
and select rows to add to your workbench table. The Add option is selected using the plus sign.
The workbench table Replace option also opens with a standard search page you can replace the rows in
your workbench table by selecting the replace rows using a standard search results page.
STEPS TO ENABLE
WORKBENCH TABLES LOCK/UNLOCK DETAIL TABLE
This feature enables you to lock and unlock the navigation of a detail table in the workbench when you
navigate to a different master table row.
To keep the detail view locked, select the Lock View icon in the detail table. To unlock the view, select
the Lock View icon again and the master detail table query will run and refresh the detailed table view
based on the currently selected master row.
STEPS TO ENABLE
36
WORKBENCH DETAIL TABLE SUPPORT DRAG/DROP
This feature enables you to perform drag/drop actions against detail tables in your workbench in the
same way the available drag/drop actions work for master tables.
STEPS TO ENABLE
WORKBENCH DETAIL TABLE SUPPORT INLINE EDIT
This feature enables you to perform inline edits against detail tables in your workbench in the same way
that inline editing works for master tables.
STEPS TO ENABLE
WORKBENCH TABLES REFRESH TABLE
This feature provides the ability to refresh the data in a workbench table when the underlying data in
one or more of the rows has changed.
You can refresh the data in a workbench table to reflect any changes to the underlying records by first
selecting the row or rows you wish to refresh (only selected rows will be refreshed) and then running
the refresh process by selecting the Refresh icon.
STEPS TO ENABLE
WORKBENCH TABLES RERUN SAVED SEARCH
This feature enables you to rerun a workbench table’s saved search so that the records displayed in the
table represent the current set of rows matching the saved search criteria.
You can rerun the saved search by selecting the Rerun Search icon.
STEPS TO ENABLE
37
WORKBENCH GANTT CHART HOVER IMPROVEMENTS
This feature enables you to easily configure and show and hide the hover text for the objects in the
Gantt chart.
The Show/Hide Details Hover allows you to easily activate/deactivate the hovering popup window that
displays details for the object (driver, work assignment, or appointment) based on where the mouse
pointer is hovering on the Gantt chart.
STEPS TO ENABLE
 There are no steps necessary to enable the toggle feature for show/hide details.
 To configure the fields displayed in the pop-up, use the Include in Gantt Hover Text option
to display the text for this field in the hover details popup. You can select up to 20 fields to
include in the Gantt hover text on the screen set. If the number of fields with this option
selected is more than 20, only the first 20 fields are considered.
WORKBENCH GANTT CHART REFRESH ICON
This feature provides the ability to easily refresh the data being displayed in a Gant chart. You can now
click the Refresh icon to update your Gantt chart for the rows selected. This feature is useful when
shipment, driver, or work assignment information has been edited.
STEPS TO ENABLE
OTHER IMPROVEMENTS
COPY DEFAULT PARAMETER SET AND LOGIC CONFIG
This feature provides an improved copy action process for the PUBLIC Default Parameter Set that leaves
the Parameter Values column null after the copy has been completed. This change is also true for the
copy action related to your PUBLIC Default Logic Configurations.
Previously, copying the PUBLIC Default Parameter Set or Logic Configuration would create a new copy
where the Parameter Values column would be populated with all of the default values. Copying all the
default values to the Parameters Values column made it difficult to track changes between the default
settings and the copied version. With this change, that difficulty has been removed.
STEPS TO ENABLE
38
PROMOTE TO PRODUCTION – MIGRATION PROJECT OBJECT GROUP
This feature provides a set of Promote to Production migration project object group usability
enhancements. The migration project object group is used to define an object group of a selected type
of data that you want to include in the migration project e.g. a user menu.
Specific changes include:
 The Migration Project Object Group page has been added to the migration project.
o The Migration Project Object Group allows you to add, update, or delete object
group details of a migration project.
o Saved Query on Migration Project Object Group.
 The Saved Query ID on the Migration Project Object Group page allows you
to select more than 1000 objects for export in an object group.
o View Child Objects on the Migration Project Object Group.
 The view child object allows you to view the child objects of the related
object provided in the screen set.
STEPS TO ENABLE
The steps associated with creating a Migration Project Object Group are:
1. Select the Screen Set ID related to the objects you want to include in your Migration
Project Object Group. The Screen Set ID specifies the Finder page used to select objects
of the desired type.
2. You can click the View Child Objects button to view all the related objects that will be
automatically imported when you use the selected screen set ID.
3. Enter a Description. This description appears on the migration project and is useful for
differentiating the same screen set IDs that would otherwise appear to be the same on
the migration project.
4. Select the desired Transaction Code. The Transaction Code indicates how the objects in
this group will be processed on a subsequent import.
5. Select whether you want to refresh the cache related to objects in your project when
they are imported. When the Refresh Cache check box is selected, any objected created
or updated by a Project Import will refresh any associated cache. For example, creating
a new agent will result in the agent subscribing to its events and so will be triggered
when expected.
6. Select whether you want to raise lifetime events when an object is created, modified or
removed as part of a project import. When the Raise Lifetime Event check box is
selected, then any object created, updated, or removed by a Project Import will trigger
the "xxx - CREATED", "xxx - MODIFIED" and "xxx - REMOVED" events (where type "xxx"
already supports lifetime events) and process any subscribing agent workflow. These
events will be raised with the "MIGRATION" data source and so to trigger agents this
data source has to be selected as one of the options (e.g. in addition to INTEGRATION,
USER, INTERNAL).
39
7. Enter a Saved Query ID when you need to include a larger set of objects in the project.
The values possible for the Saved Query ID change based on the screen set you select.
8. If you add the objects manually, you can add one or more Object IDs in the grid.
9. When you are done, save your Migration Project Object Group.
ORACLE TRANSPORTATION MANAGEMENT
Oracle Transportation Management (OTM) delivers robust transportation planning and execution
capabilities to shippers and third party logistics providers. It integrates and streamlines transportation
planning, execution, freight payment, and business process automation on a single application across all
modes of transportation, from full truckload to complex multi-leg air, ocean, and rail shipments.
Oracle Transportation Management lowers transportation costs, improves customer service and asset
utilization, and provides flexible, global fulfillment options.
ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT)
Order Management UIs and APIs to enter and manage orders in OTM Rate Management Rating engine
Shipment Management Shipment creation (manual and agent based shipment creation) Booking &
tendering (includes spot bids & broadcast tenders) Carrier communications Supply Chain Event
Management Order & shipment events & visibility Business Process Automation Workflow agents &
monitor profiles Document Management Operational reporting.
WORKBENCH ACTION INFRASTRUCTURE
This feature provides an improved action infrastructure that uses workbench layouts for a set of OTM
actions. The workbench based action infrastructure replaces the advanced layout based action
infrastructure and provides the distinct advantage of being able to configure the workbench shown
when running the enabled actions.
As part of this feature, each of the enabled actions has been shipped with a public workbench layout
that mimics the information provided in the advanced layout UI and pre-populates the workbench
layout with the data related to the action being run.
Specifically, the actions below are now supported using the workbench based action infrastructure:
Map Bulk Plan Results Action:

 This action works on single bulk plan and displays the Shipments Built, Orders Planned, and
Orders Failed to Plan tables.
 The action uses the PUBLIC layout BULK PLAN VIEW WORKBENCH.
 You can change the BULK PLAN VIEW LAYOUT ID parameter found in the Actions group to
control which workbench layout opens when the action is run.
40
Map Fleet Bulk Plan Results Action:
 This action works on a single fleet bulk plan and displays the drivers and related shipments
in tables, drivers or shipments on a map, and drivers or shipments on a Gantt chart.
 This action uses the PUBLIC layout of FLEET BULK PLAN RESULTS.
 Set the VIEW FLEET BULK PLAN RESULTS LAYOUT ID parameter found in the Actions group to
Map Inbound Shipments Action:
 This action allows you to display one or more shipments and the related shipments on a
map based on the location that you selected on the Location Results page.
 This action uses the PUBLIC layout of VIEW SHIPMENTS.
 You can change the VIEW INBOUND SHIPMENTS LAYOUT ID parameter found in the Actions
group to control which workbench layout opens when the action is run.
Map Order Releases Action:
 This action displays the selected order releases in table format and on a map. The action
also provides a table view of the buy shipments associated with the selected order releases.
 This action uses the PUBLIC layout of VIEW ORDER RELEASES.
 You can change the VIEW ORDER RELEASES LAYOUT ID parameter found in the Actions
group to control which workbench layout opens when the action is run.
Map Outbound Shipments Action:
map based on the location that you selected on the Location Results page.
 You can change the VIEW OUTBOUND SHIPMENTS LAYOUT ID parameter found in the
Actions group to control which workbench layout opens when the action is run.
Map Shipments Action:
map based on the shipments that you selected on the Shipment Results page.
 You can change the VIEW SHIPMENTS LAYOUT ID parameter found in the Actions group to
Display on Map option for the Move Order to (Existing) Shipment Action:
 The display on map option provided with the Move Order to (Existing) Shipment Action now
displays the set of candidate shipments using a workbench layout.
 This action options uses the PUBLIC layout of OPTIMIZE MOVE ORDER TO SHIPMENT.
 You can change the OPTIMIZE MOVE ORDER TO SHIPMENT LAYOUT ID parameter found in
the Actions group to control which workbench layout opens when this action option is run.
STEPS TO ENABLE
KEY RESOURCES
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• See the Workbench Designer Help topic for more information.
Note: Some mapping actions are no longer supported as standalone actions since the same result can
now be achieved from within a single mapping action for the object. For example, the Map Order
Release action with its related workbench provides you with the ability to obtain the same information
you would have received by running the old Map Order Release Shipment Route action.
WORKBENCH TABLE TO TABLE DRAG DROP ACTIONS
This feature provides an additional set of workbench table to table enabled drag/drop actions.
Drag/drop actions provide a more natural and intuitive interaction between the tables/objects that you
have configured in your workbench.
The following table to table drag/drop actions have been provided for the following workbench tables:
 Move order releases to shipment:

o You can select one or more order releases in a table and drag-and-drop them to a
shipment in another table. When the orders are dropped, the action Move Order to
Shipment runs in the background.
o See the Move Order to Shipment help topic for more details.
 Assign driver (to shipment):
o You can select one or more drivers in a table and drag-and-drop them to a shipment
in another table. When the drivers are dropped, the action Assign Driver (to
shipment) runs in the background.
o See the Assign Driver (to shipment) help topic for more details.
 Assign equipment (to shipment):
o You can select a single piece of equipment in a table and drag-and-drop it on a
shipment in another table. When the equipment is dropped on a shipment, the
action Assign Equipment (to shipment) runs in the background.
o See the Assign Equipment (to shipment) help topic for more details.
 Assign equipment type (to shipment):
o You can select an equipment type in a table and drag-and-drop it on a shipment in
another table. When a single equipment type is dropped, the action Assign
Equipment Type (to shipment) runs in the background.
o See the Assign Equipment Type (to shipment) help topic for more details.
 Move order releases on a shipment stop to another shipment:
o You can select a single shipment stop in a table and drag-and-drop it onto a
shipment in another table. When a single shipment stop is dropped on a shipment,
the action Move Order to Shipment runs in the background.
o See the Move Order to (Existing) Shipment help topic for more details.
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 Move order movement to shipment (available from the Workbench only):
o You can select one or more order movements from an order movement table and
drag-and-drop them to a single shipment on a shipment table. When one or more
order movements are dropped on a shipment, the action Move Order Movement to
Shipment runs in the background.
STEPS TO ENABLE
RATE OFFERING LANE SPECIAL SERVICE RAIL ROUTE CODE AND RATE DISTANCE
This feature enables you to configure your rate distance and route code at the rate lane special service
level to support scenarios where you need to calculate the distance using a different rate distance than
what is on the rate offering.
For example, this feature supports the scenario where your source arbitrary and/or destination arbitrary
are based on different rate distances.
This feature also allows you to specify, at the rate offering lane special service level, the rail route code
ID to use. Specifying the rail route code ID is critical if the distance for the rate offering lane special
service is coming from external distance engine (like PC*MILER|Rail Web Services) that will rely on the
route code to determine the route to use and therefore the distance involved.
STEPS TO ENABLE
At the rate lane special service level, define the following fields as required for your scenario:
 Rate Distance ID – to identify the special service lane level rate distance to use
 Rail Route Code ID – this field is required if the Rate Distance ID selected relies on the Rail
Route Code to determine the route and therefore the distance for the lane level special
service.
DIAGNOSTICS AND TOOLS – RATING ENGINE STATISTICS UI
This feature provides a UI that shows key rating engine statistics that can be used to review and
diagnose your rating engine performance.
This Rating Engine Statistics UI provides the following information:
 The first section displays:

o Number of Rating Engine calls that are made.
o Total time spent in Rating Engine calls.
o Evaluated RateGeos: Total number of RateGeos that are evaluated while rating.
Note that not every RateGeo evaluated will return results.
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o Feasible RateGeos: Total number of feasible RateGeos that actually return results
while rating.
 The second section displays rating costing statistics. For example, for RatewareXL:
o Count: Total number of calls to RatewareXL.
o Average: Average time spent in each call in milliseconds (msec).
o Longest: Maximum time spent in a call.
o Duration: Total time spent in all calls.
 The third section displays rating object statistics.
o For example, for the Ship Unit object:
 Average: Average number of ship units per shipment which are sent for
rating.
 Maximum: Maximum number of ship units per shipment that are sent for
rating object statistics.
STEPS TO ENABLE
Note: This new UI is one of the many diagnostics tools provided by OTM and is intended to be used by
experienced users who have been granted database administrator (DBA) access. This screen, like the
other diagnostics tools, should only be used by experienced users and administrators.
ENHANCED SET OF ORDER RELEASE AUTO ASSIGN RULE AUTO ASSIGN TYPES
This feature provides an enhanced set of order release Auto Assign Types that you can use to create
your Auto Assignment Rules. Each of these new Auto Assign Types comes with an extensive list of Auto
Assign Criteria that you can use to configure your Auto Assign Rules.
With this new capability, you can configure Auto Assignment Rules that can direct the routing
constraints for your order releases based on your own business rules.
For example, you can configure an Auto Assignment Rule where your order releases that are under a
certain weight (or volume) should be routed through a cross dock.
The new Auto Assign Types include:
 ORDER_RELEASE_EQUIPMENT_GROUP
 ORDER_RELEASE_EQUIPMENT_GROUP_PROFILE
 ORDER_RELEASE_SHIP_WITH_GROUP
 ORDER_RELEASE_PICKUP_RAIL_CARRIER
 ORDER_RELEASE_DELIVERY_RAIL_CARRIER
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 ORDER_RELEASE_TRANSPORT_MODE
 ORDER_RELEASE_MODE_PROFILE
 ORDER_RELEASE_ALLOCATION_GROUP
 ORDER_RELEASE_ROUTING_CONSTRAINT
 ORDER_RELEASE_ROUTE_CODE
The Auto Assign Criteria available for each of the new Auto Assign Types are:
 Destination City
 Destination Corporation
 Destination Location
 Destination Postal Code
 Destination Province Code
 Destination Region
 Hazardous
 Item
 Order Reference
 Packaged Item
 Priority
 Source City
 Source Location
 Source Postal Code
 Source Province Code
 Source Region
 Total Package Count
 Total Ship Unit Count
 Total Volume
 Total Weight
STEPS TO ENABLE
COPY EXTERNAL SERVICE ACTION
This feature provides a new action that allows you to copy an existing external service engine.
On the External Service Engine page, the Copy External Service action is provided to copy external
service engine configurations to a new engine.
STEPS TO ENABLE
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COPY RATE OFFERING TYPE ACTION
This feature provides a new action that allows you to copy an existing rate offering type.
The new Copy Rate Offering Type action is available on the Rate Offering Type manager. This action
simplifies the creation of new rate offering types that are similar to an existing rate offering type.
STEPS TO ENABLE
INDICATOR ADDED TO TRACKING EVENT
This feature enables you to set indicators (White, Green, Yellow or Red) to help categorize your Tracking
Events. You can either set the indicator manually using the Set Indicator Action or you can set the
Tracking Event indicator using an agent action. You can also search for your Tracking Events by indicator
value using the Indicator drop-down list that has been is added to the finder page of Tracking Event.
STEPS TO ENABLE
Note: A user defined query can be used to develop the criteria for On Time, Late, and Really Late based
on the ETA and the planned arrival date.
EQUIPMENT TRACKING ENHANCEMENT
This feature enables you to use the Equipment Finder and Finder Results to monitor the inbound stream
of equipment (i.e., rail cars) to any destination location.
This feature provides the following new capabilities:
 Fields added to the Equipment Manager, Equipment Finder and Equipment Finder Results:
o Car Destination Location ID,
o Car Destination ETA Date,
o Assigned Product
 Logic for the Tracking Event Action:
o The existing Update Sighting Location for Equipment has been modified so that
when the sighting location and date have been updated, the destination location
and ETA are also updated.
 Label changes:
o The AAR Car Type UI label has changed to Equipment Type Code
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o The AAR Mechanical Designation UI label has changed to Mechanical Designation
Finder
Use the Equipment Finder to search for Equipment that has been assigned to particular product, going
to a specific destination location for a specific time period of after month/day.
Finder Results
STEPS TO ENABLE
ADDITIONAL SHIPMENT EQUIPMENT FIELDS
This feature provides a set of additional equipment fields that can be used to better describe the actual
equipment assigned to a shipment.
This feature provides the following new fields on the Shipment Equipment Header:
 Owner Type – you can be use this field to identify whether this is a private or railroad owned
piece of equipment.
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 Actual Length – you can use this field to capture the actual length of this piece of equipment
– typically used for rail.
 Actual Width – you can use this field to capture the actual width of this piece of equipment
 Actual Height – you can use this field to capture the actual height of this piece of equipment
 Max Gross Weight – you can use this field to capture the maximum allowed weight for this
equipment – typically used for rail.
 Load Limit – you can use this field to capture the load capability of the rail car. Typically the
Load Limit is calculated as the max gross weight minus the tare weight of the equipment –
typically used for rail.
 Liquid Capacity – you can use this field to capture the actual liquid capacity of the
equipment – typically used for rail.
 Dry Capacity – you can use this field to capture the actual dry capacity of the equipment –
typically used for rail.
 Calculated Gross Weight – view only - no logic for this field has been implemented.
There is also additional information on the Shipment Equipment screen in the Ship Unit Grid:
 Compartment Number – the number of the compartment
 Packaged Item – and description from the first Packaged Item if the Ship Unit has more than
one.
 Icon 1, Icon 2 and Icon 3 fields to capture important information such as hazardous placards.
 Check box columns to indicate Marine Pollutant and/or Hot indicator conditions per
Shipment Ship Unit.
Enhanced Shipment Ship Unit Grid
STEPS TO ENABLE
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ADDITIONAL MARK FOR PURGE OBJECTS SUPPORTED
This feature provides you, the DBA, with additional objects to mark for purge.
The additional objects that can be marked for purge include:
 Document
 Job
 Milestone Monitor
 Quote
Once an object has been marked for purge you, the DBA, can purge the record in the UI or through a
scheduled purge process that you run against the object.
STEPS TO ENABLE
There are no steps necessary to enable this feature
TRACKING EVENT PURGE WITH PARENT BUSINESS OBJECT AND MARK FOR PURGE
This feature provides you, the DBA, with additional capabilities for purging tracking events. Tracking
events related to parent objects (shipment, order base and order release) will now be automatically
purged when their related parent objects (shipment, order base and order release) are purged.
In addition, tracking events themselves can now be marked for purge directly using the Mark for Purge
action.
STEPS TO ENABLE
There are no steps necessary to enable this feature
Note: When a database administrator performs a scheduled purge, OTM permanently deletes tracking
events that are marked for purge and also removes the mapping between the tracking events and its
associated objects.
EXTERNAL DISTANCE ENGINE AND MAP ENHANCEMENTS
HARMONIZE EXTERNAL DISTANCE ENGINE PARAMETERS
This feature provides a harmonized approach for using your selected external distance engine provider’s
services for both planning and mapping. You now have the ability to have the external distance engine
configuration used in planning be the same or equivalent configuration that will be used in the
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Workbench to map your shipments. By default, the Workbench map will attempt to map your
shipments using the same distance engine parameters and configuration that was used to plan the
shipment.
For equivalence purposes, the Workbench map now supports the following external distance engine
parameters. The parameters supported and the interpretation for how the parameters are used varies
by map vendor. See the External Distance Engine Parameters help topic for more details.
 BORDERS_OPEN
 DISTANCE_UNIT
 EQUIPMENT_RESTRICTIONS
 ROAD_PREFERENCE
 ROUTE_TYPE
 ROUTING_MODE_TYPE
 TIME_UNIT
 TRUCK_TYPE
 TRANSPORT_MODE
 VEHICLE_TYPE
Workbench logic configuration parameters are now available for you to specify which external distance
engine to use when:
 The external distance engine information provided on the shipment is not available i.e., the
shipment was planned without relying on an external distance engine – so no external
distance engine information is available
 You do not want to use the same external distance engine parameters used in planning to
map the shipment in the workbench
 There is a mismatch between external distance engine used to plan the shipment and the
map vendor being used to map the shipment.
Workbench logic configuration parameters:
 USE DEFAULT EDE PARAMETERS:

o Determines whether to use the default external distance engine parameters for
routing on the map.
o Default value is NO.
 ALK DEFAULT EDE ID:
o Defines the default PC*MILER/ALK external distance engine to be used on the map.
o Default value is PCMILER_PRACTICAL_LATLONG_TO_LATLONG_WS.
 HERE DEFAULT EDE ID:
o Defines the default HERE external distance engine to be used on the map.
o Default value is HERE_LATLONG_TO_LATLONG.
 ORACLE ELOCATION DEFAULT EDE ID:
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o Defines the default Oracle eLocation external distance engine to be used on the
map.
o Default value is ORACLE_SPATIAL_LAT_LON_USA_CAN.
STEPS TO ENABLE
Note: This feature assumes (but does not require) that the external distance engine vendor used for
planning is the same vendor you will be using for mapping your shipment in the Workbench.
GENERATE RUSH HOUR DATA – HISTORICAL RUSH HOUR CONSIDERING CONGESTION
This feature provides the ability to generate, from your external distance engine vendor, rush hour data
that is based on the historical traffic information provided by your selected external distance engine
vendor. Once the data has been generated, the information can be used in bulk planning to create
shipments that consider the impact of traffic information.
The Generate Rush Hour Data process is accessed via Contract and Rate Management > Process
Management > Generate Rush Hour Data. The Generate Rush Hour Data process allows you to use
historical traffic data in creating shipments. The Generate Rush Hour Data process will generate data in
the RUSH_HOUR table for a specified geography and time period, by calling a third party external service
engine, such as PC*MILER (ALK) or HERE. The rush hour delays for a specific lane at a specific time are
calculated by calling the external service engine multiple times. In the first call, the external distance
engine is called without the traffic effects on. In the second call, the external distance engine is called
with the traffic effects for the specific time period on. The delta between the two runs (if any) is
considered to be the result of traffic congestion and is entered as a rush hour delay.
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Generate Rush Hour Data
STEPS TO ENABLE
Generating Rush Hour Data
1. In the External Service Engine ID field, specify which External Service Engine (ESE) will be
used.
2. Enter a Calendar ID to specify the time periods for which rush hour data should be
computed.
a. Note that setting up a calendar with more than 7 days in a cycle does not make
sense for this process.
3. The Region Group ID is optional. It can be used to specify the region geographies for
which rush hour data will be generated. The process will evaluate ESE rush hour data for
lanes to and from each region defined.
4. The Location Profile ID is also optional, but either this or the Region Group ID is
required. The Location Profile ID can be used to specify individual locations for which
rush hour data will be generated. The process will evaluate ESE rush hour data for lanes
to and from each location.
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a. You can use both a Region Group ID and a Location Profile ID at the same time.
The process will evaluate ESE rush hour data between the defined region lanes
and the location lanes, as well as region to region and location to location.
5. The Scenario ID is used as an identifier by which the generated rush hour data can be
identified and controlled.
6. The Rush Hour Delay Threshold determines the duration input. This specifies the
minimum Rush Hour Delay time needed to create an entry in the RUSH_HOUR table. For
example, for a difference of 5 minutes, you may not care.
7. Select a cluster from the Cluster drop-down window.
8. Select Now, or Schedule it for later by filling in the schedule fields.
9. Click Submit.
Note: If you are using PC*MILER to generate rush hour data for European locations, you must use
version 30, or higher. This is defined by the property
glog.ExternalDistanceEngine.PCMilerWS.DataVersion.
This feature supports the consideration of historical traffic for planning purposes. To retrieve Historic
Traffic information in the Workbench map from PC*MILER (ALK) or HERE you will need to set the USE
TRAFFIC Workbench logic configuration parameter to TRUE, to consider traffic information in the travel
times provided within the Workbench map.
STANDARDIZED TIMEOUT FOR EXTERNAL DISTANCE ENGINE
This feature provides a consistent approach for establishing a time out for your external distance engine
web services integrations. The External Distance Engine TIMEOUT parameter allows you to define the
amount of time, in milliseconds, to time out if there's no response from the external distance engine.
The external distance engines supported by the TIMEOUT parameter and the default values provided
are:
 Oracle Spatial: 10,000ms
 PC*Miler Streets: 5000ms
 PC*Miler Rail: 5000ms
 PC*Miler Web Services: 10,000ms
 Here: 10,000ms
 PC*Miler Rail Web Services: 10,000ms
STEPS TO ENABLE
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PC*MILER TOLL DISCOURAGED ROUTES
This feature enables you to use the Toll Discouraged routing option provided by PC*MILER. The
PC*MILER Toll Discouraged routing option will avoid long stretches of toll roads, but will not take long,
impractical detours to avoid toll bridges and tunnels. For example, a route from Boston, MA to Albany,
NY will avoid the Massachusetts Turnpike, but a route from Camden, NJ to Philadelphia, PA will include a
toll bridge.
STEPS TO ENABLE
 For PC*MILER Web Services you would use the TOLL_PREFERENCE option which supports
the following possible values Y (Yes-avoid toll) and N (No-don't avoid toll).
o Default: N.
 To configure PC*MILER/PC*MILER STREETS on-premise to discourage tolls you would set the
ROUTE_TYPE parameter 3 – AvoidToll.
KEY RESOURCES
For more information see the External Distance Engine Parameters help topic for more details.
PC*MILER ROAD PREFERENCE
This feature provides the ability to use the Road Preference (highway only) routing option provided by
PC*MILER. Using the PC*MILER Road Preference option allows you to select a highway only or a
highway and streets routing option.
The Highways & Streets option uses local streets in route calculations. The Highways Only routes are
calculated using a straight line distance from your stops to the nearest truck-usable highway segment;
and routes to stops that include a street-level address are calculated to the truck-usable highway-level
road that is closest to the entered address.
STEPS TO ENABLE
 The possible values for the Road Preference option are:

o Y – Highway Only
o N - Highways & Streets
o The default value is N- Highways & Streets.
PC*MILER WORLDWIDE STREET LAYER ACCESS
This feature enables you to configure your workbench mapping integration for PC*MILER so that you
can seamlessly access PC*MILER|Worldwide mapping data across the different regions of data provided
by PC*MILER.
STEPS TO ENABLE
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 You will need to license required PC*MILER|Worldwide product.
 To plot a street route for any geographic region or regions, you will need to set the
alk.api_key property to the Premium-Worldwide User key received from ALK.
KEY RESOURCES
For more information see the External Distance Engine Parameters help topic for more details.
Note: If the alk.api_key property is set to the North America Premium key, only North America street
routes will plot. If you plot any other geographic region street route, you see the following error
message: "Error occurred while routing <OTM Object>: <ID>. Set a valid ALK Maps worldwide license API
key."
PC*MILER HAZMAT ROUTING
This feature provides you with the ability to use the Hazmat routing option provided by PC*MILER. With
this feature you have the ability to map your packaged item information to one of the PC*MILER’s
supported hazardous classifications. Based on PC*MILER’s interface requirements the highest value in
the PC*MILER classification table (below) will be transmitted to PC*MILER for PC*MILER to generate a
hazardous material routing solution.
Members
Value Description
Name
None 0 Indicates that there is no hazardous material.
General 1 Indicates general hazardous materials.
Caustic 2 Indicates caustic hazardous materials.
Explosives 3 Indicates explosive hazardous materials.
Flammable 4 Indicates flammable hazardous materials.
Inhalants 5 Indicates that the hazardous materials are inhalants.
Radioactive 6 Indicates radioactive hazardous materials.
PC*MILER Hazardous Classification Table
STEPS TO ENABLE
 Retrieving Hazmat distances from PC*MILER may require additional licensing – check with
your PC*MILER account representative.
55
 Create a Hazardous Item to support the mapping of your Package Item to the proper
Hazardous Classification via the Hazardous Item.
 Map the Hazardous Items to the PC*MILER classifications.
o Name = None, Value = 0 - Indicates that there is no hazardous material.
o Name = General, Value = 1 - Indicates general hazardous materials.
o Name = Caustic, Value =2 - Indicates caustic hazardous materials.
o Name = Explosives, Value = 3 - Indicates explosive hazardous materials.
o Name = Flammable, Value = 4 - Indicates flammable hazardous materials.
o Name = Inhalants, Value = 5 - Indicates that the hazardous materials are inhalants.
o Name = Radioactive, Value = 6 - Indicates radioactive hazardous materials.
 Specify the Hazmat Item on the Order Release Line or configure the RUN HAZMAT
QUALIFICATION PROCESS parameter so that OTM looks up the Hazmat Item for the
Packaged Item based on the transport mode and region.
 Set the parameter HAZMAT_ROUTING to “Y”. In OTM, this identifies the hazmat type from
the hazmat items. OTM then sends the hazmat information - the highest PC*MILER
classification value associated with the request to PC*MILER.
o By default, this parameter is turned off which means the hazmat information will
not be sent to EDE.
KEY RESOURCES
For more information, see the How To topic “About OTM Sending Hazmat Information to External
Distance Engines”.
Note: For the workbench map API, hazmat is determined at the shipment level so the shipment’s
hazardous routing assumes all the hazardous items are in the truck for the entire shipment.
By contrast, the API used in planning does a stop-by-stop (rolling) determination of the hazardous items
in the truck so the hazmat classification and therefore the routing, can be different at different points.
For example, given a 3 stop shipment with one pickup and two deliveries – if the first delivery stop is the
only stop that involves a hazardous item, the workbench’s hazmat map routing will assume the entire
shipment is hazardous - so delivery stop 1 to delivery stop 2 will be routed assuming there is still
hazardous material in the truck. The planning logic hazmat routing by contrast - will only consider the
pickup stop to the first delivery stop (where all the hazardous material is unloaded) as hazardous so the
distance request from delivery stop 1 to delivery stop 2 will not be considered hazardous.
HERE TOLL PREFERENCE ROUTES
This feature provides the ability to configure your HERE routing based on a road’s toll road designation.
Using the Toll Preference Route parameter with HERE you have a variety of options for toll road routing,
from a strict exclude or less-strict avoid to a normal routing that ignores the toll road designation.
STEPS TO ENABLE
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 For HERE, you have a variety of options for setting the Toll Preference Route parameter:
o Setting the value to “-3” results in a strictExclude toll road routing. The HERE routing
engine guarantees that the route does not contain toll roads. If the condition cannot
be fulfilled, no route is returned.
o Setting the value to “-2” results in a softExclude toll road routing. The HERE routing
engine does not consider links containing toll roads. If no route can be found
because of these limitations, the condition is weakened.
o Setting the value to “-1” results in a avoid toll road routing. The HERE routing engine
assigns penalties for links containing toll roads.
o Setting the value to “0” results in normal routing. The routing engine does not alter
the ranking of links containing the toll roads.
KEY RESOURCES
For more information see the HERE Routing API documentation and the “External Distance Engine
Parameters” Help topic.
HERE HAZMAT ROUTING
This feature provides the ability to use the Hazmat routing option provided by HERE. Now you have the
ability to map your packaged item information to one of the HERE’s supported hazardous classifications.
The HERE interface accepts the list of all the HERE hazmat classifications and then HERE determines the
“most” hazardous class in the set for determining distance.
STEPS TO ENABLE
 Retrieving Hazmat distances from HERE may require additional licensing – check with your
HERE account representative.
 Create a Hazardous Item to support the mapping of your Package Item to the proper
Hazardous Classification via the Hazardous Item.
 Map the Hazardous Items to the appropriate HERE classifications:
o explosive
o gas
o flammable
o combustible
o organic
o poison
o radioActive
o corrosive
o poisonousInhalation
o harmfulToWater
o other
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 Specify the Hazmat Item on the order release line or configure the RUN HAZMAT
QUALIFICATION PROCESS parameter so that OTM looks up the Hazmat Item for the
packaged item based on the transport mode and region.
 Set the parameter HAZMAT_ROUTING to “Y”. OTM identifies the hazmat type from the
hazmat items and then sends the hazmat information (the unique set of HERE
Classifications) for the distance request will be sent to HERE. HERE’s internal logic will
determine the classification or classifications to use for doing the distance lookup.
o By default, this parameter is turned off which means the hazmat information will
not be sent to EDE.
KEY RESOURCES
For more information, see the How To topic “About OTM Sending Hazmat Information to External
Distance Engines”. To view hazmat types for HERE, see:
https://developer.here.com/documentation/routing/topics/resource-calculate-route.html.
Note: For the workbench map API, hazmat is determined at the shipment level so the shipment’s
hazardous routing assumes all the hazardous items are in the truck for the entire shipment.
By contrast, the API used in planning does a stop-by-stop (rolling) determination of the hazardous items
in the truck so the hazmat classification and therefore the routing can be different at different points.
For example, given a 3 stop shipment with one pickup and two deliveries – if the first delivery stop is the
only stop that involves a hazardous item the workbench’s hazmat map routing will assume the entire
shipment is hazardous - so from delivery stop 1 to delivery stop 2 will be routed assuming there is still
hazardous material in the truck. The planning logic hazmat routing by contrast will only consider the
pickup stop to the first delivery stop (where all the hazardous material is unloaded) as hazardous the
distance request from delivery stop 1 to delivery stop 2 will not be considered hazardous.
HERE CUSTOM ROUTE EXTENSION API
This feature enables you to take advantage of Here’s Custom Route Extension API capabilities. According
to Here’s documentation, the HERE Custom Route Extension API is a REST API that allows you to request
routes on a custom road network using overlay maps that you have modified. You can submit overlay
maps with modifications, such as block road links, remove restrictions from road links, or insert new
road links into the network. The modifications that you submit to Here, as part of your overlay maps, are
only visible to you. These modifications are not uploaded to the official HERE map.
The main benefits and most common use case for using the Here Custom Route Extension API are:
 Route the last mile for private roads: You can add private roads to your facilities so that your
fleet is routed to the correct access road and entrance point for your facility.
58
 Plan for short term construction work. You can block road links that may be closed for short
term construction work, and add temporary road sections, such as exits, for the duration of
the construction.
 Avoid certain roads: You can block certain road links that your fleet, or certain vehicle types
within your fleet, should not use.
 Enable roads: You can open certain road links for their fleet, because their vehicles have
special permissions.
 Consider environmental conditions: You can block roads for your fleet against certain
environmental conditions, such as slippery roads from rain or melting snow, flooding or
falling rocks.
STEPS TO ENABLE
 Obtain the necessary license from Here to use the Custom Route Extension API.
 Define the custom route extensions you want to consider using Here’s available tools. The
map name for the overlay you wish to use must contain the word OVERLAY. For example,
OVERLAYTEST, 1OVERLAYDEMO, or ROUTEOVERLAY.
o Use the https://cre.cit.api.here.com/2/calculateroute.xml URL to configure your
user defined routes.
 To use your custom route extensions you must:
o Set the OVERLAY_ID parameter in the HERE External Distance Engine or External
Service Engine to the name of the overlay (map) you defined in Here.
 You can add multiple map names with a comma. For example,
OVERLAYTEST, OVERLAYDEMO.
o Configure the proper host:
 https://cre.api.here.com (URL for production environment)
 https://cre.cit.api.here.com (URL for CIT environment)
KEY RESOURCES
For more information see the HERE Custom Route Extension API documentation.
https://developer.here.com/documentation/custom-routing-extension/topics/introduction.html
Note: Here also supports a Custom Location Extension API which operates similarly to the Custom Route
Extension API but uses a separate set of URLs for configuration and usage.
https://cle.cit.api.here.com/2/calculateroute.xml
http://cle.api.here.com (This URL is for Production environment)
http://cle.cit.api.here.com(This URL is for CIT environment)
WORKBENCH MAP ENHANCEMENTS
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This feature provides a set of workbench Map enhancements that improve the usability and extend the
capabilities available to you when creating workbenches that include a map component.
WORKBENCH LOGIC CONFIGURATION PARAMETERS FOR EXTERNAL DISTANCE ENGINE

SELECTION
This feature provides a set of Workbench logic configuration parameters that provide you with the
ability to use the default or to set which external distance engine to use.
Specifically the new parameters are:
 ALK DEFAULT EDE ID: Determines the default PC*MILER/ALK external distance engine to be
used on the map.
o Default value is PCMILER_PRACTICAL_LATLONG_TO_LATLONG_WS.
 HERE DEFAULT EDE ID: Determines the default HERE external distance engine to be used on
the map.
o Default value is HERE_LATLONG_TO_LATLONG.
 ORACLE ELOCATION DEFAULT EDE ID: Determines the default Oracle eLocation external
distance engine to be used on the map.
o Default value is ORACLE_SPATIAL_LAT_LON_USA_CAN.
 USE DEFAULT EDE PARAMETERS: Determines whether to use the default external distance
engine parameters for routing on the map.
o Default value is NO.
STEPS TO ENABLE
DRIVING DIRECTIONS BASED ON EXTERNAL DISTANCE PARAMETERS USED IN RATING
This feature provides a consistent routing and mapping experience between how your shipments are
planned and rated and how the driving directions are displayed on the map within a workbench.
For all map providers, the Show Driving Direction action uses the same external distance engine
parameters that were used when the shipment was rated when retrieving the shipment’s driving
directions.
With this enhancement:
 If the External Distance Engine ID specified on the rate distance matches the map provider
setup on the Workbench, then the Show Driving Directions action will use the external
distance engine values to get the driving directions.
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 If the external distance engine does not match or no external distance engine was used
when rating that shipment, then the corresponding Workbench map provider's default EDE
logic configuration is used.
STEPS TO ENABLE
SUPPORT HISTORIC TRAFFIC FOR ALK AND HERE MAPS
This feature provides the ability to use the historical traffic capabilities provided by PC*MILER ALK and
HERE maps to determine the travel time for a shipment on the Workbench Map.
Once configured, the departure time of the first shipment stop will be used to determine the traffic
timing.
STEPS TO ENABLE
 To enable this feature, set the USE TRAFFIC Workbench logic configuration parameter to
TRUE to have traffic information used to determine the travel time and shipment route on a
Workbench map.
Note: This feature supports the consideration of historical traffic within the Workbench map. For bulk
planning purposes historical traffic information is stored in OTM’s Rush Hour table and uses the
Generate Rush Hour data process to gather the rush hour information that represents the historical
traffic congestion information for different lanes and time periods.
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ORDER MANAGEMENT
MODELING ORDERS WITH A HIGH VOLUME OF LINES
This feature provides capabilities to configure OTM to support situations where upstream order
management systems are unable to aggregate very detailed SKU level details to a level that is more
appropriate for transportation planning and execution i.e., to the commodity, freight class, special
handling, temperature, or hazardous commodity level.
When orders with unnecessary SKU level detail are brought into OTM for planning, there is a potential
to see sluggish performance in OTM’s planning processes since the system becomes burdened with
loading and processing excessively detailed SKU level information.
Now, you are able to bring in the SKU level details to OTM as an order base and then use a new
aggregation release feature that allows you to create an aggregated order release for planning from the
detailed information on the order base. With this approach, you retain the detailed information on the
order base/order base line which can be used for documentation, reporting while the aggregated
information on the order release is used for planning.
For example, assume you have a customer that orders pens by color – red, blue, green, black, purple etc.
With this feature, the color specific order details can be brought in and retained on the order base – but
the individual lines can be rolled up to a single aggregated line for pens thus reducing the data that OTM
must process in planning.
STEPS TO ENABLE
 Setup a representative packaged item that will be associated with an item category. As the
name implies, the representative packaged item is the representative packaged item for its
assigned item category and is the packaged item that is shown on the aggregated order
release line after an aggregate order base is released.
 Create an item category and assign a representative packaged item it.
 Assign the appropriate item category to your package items. OTM will aggregate the lines by
the assigned item category and then show the aggregated totals for the category as a line
on the related order release line using the representative packaged item as the packaged
item on the aggregated order release line.
 The order base to be aggregated must have an Order Configuration assigned with the
Aggregate Lines value set to true (checked). The Aggregate Lines check box is in the
Releasing Rules section of the Order Configuration.
 When an order base with the necessary setup is released using the ‘Release Order Base’
action, OTM will create an order release with aggregated lines for the different item
categories assigned to the packaged items related to the order base lines.
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 From the order base line, you can view the order release line that the order base line has
been aggregated to. The field Order Release Line ID is on the order base line manager.
 From the order release, you can use the SmartLink – View Related Order Base Lines to view
the related order base lines. From the order release line, you can use the SmartLink ‘View
Order Base Line’ to view the related order base lines.
Note: When your order configuration has the Aggregate check box set to true, the entire order base and
its lines should be released in total. This means that the following actions on the Order Base Line
Manager will not process when the order base selected has an order configuration with aggregate lines
set to true.
Order base line packing
Ready to ship
Release lines
Release remaining amount
Release total amount
Simple ready to ship
AGENT ACTION ORDER RELEASE – MOD-PROPAGATE CHANGES
This feature provides an improved Order Release Mod-Propagate Changes agent action. The agent
action has been significantly reworked to add a line, a ship unit, and to modify the line.
STEPS TO ENABLE
ORDER RELEASE LINE PACKING ACTION
This feature provides an Order Release Line Packing action that you can use to manually pack order
release lines into ship units. You can use the detail page of the action to enter ship unit packing
information, as well as the quantity to pack for each line.
STEPS TO ENABLE
Note: Once you use this action for an order release, you cannot use it again for the same order release.
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ORDER MANAGEMENT GUIDE MOVED TO ONLINE HELP
This feature provides an Order Management Guide that has been updated and integrated into the
online Help to make the guide more accessible. You can find the Order Management Guide in the Help
Table of Contents under OTM How To/Configuration topics > Order Management.
A PDF version of the guide is embedded in the initial book icon in the Table of Contents for printing.
While you are looking at any topic in the guide, you can use the browse sequence arrows at the top of
the help topic to page back and forth through the guide.
STEPS TO ENABLE
FREIGHT PAYMENT, BILLING, AND CLAIMS
EUROPEAN VAT CONFIGURATION BY PROVINCE
This feature enables you to configure your European VAT setup by country and province. Now you can
setup different VAT rates based on the combination of country code and province code.
The Canary Islands provides a good example for where you find this feature to be beneficial. Given an
import from Ecuador to the Canary Islands (a province of Spain), this feature allows you to setup a
province level Canary Island VAT rate that is different from the general/mainland Spanish VAT rate.
STEPS TO ENABLE
When configuring your European VAT rates:

 Create a VAT Code.
 Select the Provincial check box and then enter the provincial code for a specific province.
 Enter the VAT rate that you want to apply for the Country Code and Province Code
combination in the VAT Code.
KEY RESOURCES
For more information see the help topic: Configuring European VAT.
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TRANSPORTATION OPERATIONAL PLANNING
3D USER DEFINED LOADING PATTERNS ENHANCEMENTS
This feature provides a set of new 3D User Defined Loading Pattern enhancements that allow you to
configure OTM to support a wider variety of loading patterns – including the ability to define loading
patterns for cylinders.
Specifically, this feature provides the following new capabilities:
 You now can define User Defined Patterns for cylinders.

o You can place cylindrical objects in a user defined pattern.
o You can choose where to place the first item; either center, center against front wall
or left most corner.
o After you place the first item, you can choose where to place the second item; top,
right, left, front or back of an item.
o Additionally, you can place an item manually with X,Y, and/or Z coordinates and
move all the items as a group.
 User Defined Patterns – Tolerance.
o To minimize the number of patterns that you have to define, item dimensions and
tolerances have been added so you can specify how close in size is close enough for
an item to be fit into a pattern.
 Enable Use of Dunnage in User-defined Patterns:
o Dunnage on the pattern can be modeled with either a packaged item or THU.
Shipment with multiple rows including dunnage
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STEPS TO ENABLE
GRAPHICAL DIAGNOSTICS
This feature provides a Graphical Diagnostics tool that provides you with new insights into why an order
or orders may have failed to plan. The Graphical Diagnostics tool also provides an excellent visualization
of the planning process that OTM follows when solving a bulk plan run.
This Graphical Diagnostics page is available from the Bulk Plan summary page. Once a bulk plan has
completed running, you can access the new Graphical Diagnostics page by clicking the Graphical
Diagnostics button. The Graphical Diagnostics tool allows you to drill down through multiple levels of
details. The diagnostics are color coded - gray for success and red for failure. Different views are
available: Block View, Sunburst and Text View.
Some of the key capabilities of this include:
 A visual representation of the planning process and planning failures to quickly assess what
passed and what failed.
 Three views to represent diagnostics:
o Block View
o Sunburst
o Text View
 A summary table displaying different failures that occurred in the planning process.
 An ability to drill down from the summary failure to further investigate the cause for the
planning failure.
 The ability to easily download useful files related to bulk plan: Container Optimization XMLs,
Networking Routing XMLs, etc.
 The ability to filter the diagnostics based on entities and processes within bulk-plan etc.
o The Filtering capabilities allow you – for example, to drill into why a specific order
release failed to plan.
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Block View
Starburst View
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Text View
STEPS TO ENABLE
 Set "Tracking Diagnostic" to "On" in the "Settings and Actions” page.
NEW MIXED INTEGER PROGRAMMING DIAGNOSTICS FILES
This feature provides a new approach for generating diagnostic files for the Mixed Integer Programming
(MIP) process used in the planning process.
Improvements provided include:

 The creation of a new, “generational” file for each of your bulk plan runs.
 The ability to configure the name structure.
STEPS TO ENABLE
BULK PLAN IMPROVEMENTS
This feature provides a set of internal improvements to the Bulk Plan process that improve both the
performance and support for the Bulk Plan process.
Improvements provided include:

 Bulk Plan Warnings on Bulk Plan Performance Tab
o Aids with diagnostics for cache & data issues.
 Additional Bulk Plan termination points
o Provides additional points to terminate Bulk Plan cleanly.
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 Upgrade for Xpress 8.1
o New version of the Linear Program Engine.
STEPS TO ENABLE
BYPASS ROUTING
This feature provides a way to set up Network Routing so that it uses a much simpler and therefore
much quicker method of determining an order’s route. This option is intended to support some common
business cases where the Network Routing optimization logic is not needed.
For example:
 Single Leg Itinerary

o No Network: Every order will have only one route available to it in the
transportation network, so no route selection is needed.
 Work Assignments
o Network Routing bulk plan path is used for other features such as Work Assignment,
even when routing decisions are not needed.
STEPS TO ENABLE
To enable this functionality you need to set the property

glog.optimization.networkrouting.useSimpleSolve to “true”. The default value is “false”.
DOCK SCHEDULING WORKBENCH
This feature provides a PUBLIC sample dock scheduling workbench that is designed to support the use
case where your service providers are required to enter appointments as a requirement before they can
pick up or deliver to a stop.
The sample dock scheduling workbench layout brings together table views of your Shipments Requiring
Appointments, your Shipment Stops and an Appointment Gantt Chart to manage the assignment of a
shipment stop appointment the available Location Resources Group and Location Resources.
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Dock Scheduling Workbench
When logged in as a SERVPROV user, this page is accessed via Appointment Management > Dock
Scheduling Workbench.
When logged into OTM as a standard OTM user such as a planner, this page is accessed via Operation
Planning > Appointment Management > Dock Scheduling Workbench.
Dock Scheduling Actions available:
 Create Appointment
 Block Resource
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Create Appointment Action
Actions available in the Dock Schedule Workbench include:
 Edit
 View
 Add Remarks
 Adjust Appointment Time
 Change Appointment Activity Type
 Find Next Available Appointment
 Find Previous Available Appointment
 Quick Event
 Re-compute Appointment
 Remove Appointment
 Schedule Appointment – Show Options
 View Appointment Information
 View Dock Related Shipments
 Reschedule Appointment
The available Dock Scheduling – Load Configuration Gantt parameters include:
 GANTT CHART TIME RANGE: Specifies a date/time range for the Gantt chart.
o Default value is Today and Tomorrow.
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 GANTT BLOCKED SLOT COLOR: When showing appointments on the Dock Scheduling Gantt,
this sets the color for blocked slot.
 GANTT FIXED APPOINTMENT COLOR: When showing appointments on the Dock Scheduling
Gantt, this sets the color for fixed appointment.
 GANTT INFEASIBLE APPOINTMENT COLOR: When showing appointments on the Dock
Scheduling Gantt, this sets the color for infeasible appointment.
 GANTT NORMAL APPOINTMENT COLOR: When showing appointments on the Dock
Scheduling Gantt, this sets the color for normal appointment.
 GANTT STANDING APPOINTMENT COLOR: When showing appointments on the Dock
Scheduling Gantt, this sets the color for standing appointment.
 GANTT UNAVAILABLE APPOINTMENT COLOR: When showing appointments on the Dock
Scheduling Gantt, this sets the color for unavailable appointment.
Legend
Dock Scheduling – Properties:
 glog.appointment.shipmentWithoutAppt.shipRefNumPositionLeft:
o This property enables you to move the Shipment Refnum column from last
scrollable column to the first scrollable column of the Shipments Without
Appointment table on the Manage Appointments page.
 glog.appointment.shipmentstop.updateAppointmentTime:
o While scheduling an appointment, when you perform specific actions then the
Appointment Pickup Time and Appointment Delivery Time fields are automatically
populated for the corresponding shipment stop on the Shipment Stops
Appointment page.
o Default: True
STEPS TO ENABLE
PRIORITY BY ITEM
This feature enables you to set the Priority to be used in planning by Item.
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There are multiple levels where the priority can be defined for an item. Priority works according to the
following hierarchy:
 Ship unit (highest precedence),

 Transport Handling Unit (THU),
 Packaged Item (if multiple packaged items exist for a single ship unit, the one with the
greater load configuration rank associated is considered),
 Item (lowest precedence).
 If the ship unit level priority is not defined, then the ship unit takes the priority defined on
order. The priority used in equipment packing (derived from this hierarchy) is persisted on
the shipment ship unit. This information will help you in understanding the priority that was
used when analyzing your shipment results.
STEPS TO ENABLE
 To use ship unit level priorities, the following two parameters need to be on:
o USE PRIORITY IN CONOPT SORTING
o PRIORITY IN USE
Note: This feature replaces the capability where a reference number was used to define item level
priorities. As such the following property has been removed:
glog.business.shipment.TSShipUnit.packingItem.priorityRefnumQual
TRANSPORTATION INTELLIGENCE
SUPPORT FOR ADDITIONAL CURRENCIES
This feature provides a way to see all your cost-related facts in three additional global currencies apart
from the base currency.
The added currency fields are:
 GLOBAL_CURRENCY1
STEPS TO ENABLE
Use these Report Common Properties to configure this feature:
 GLOBAL_CURRENCY1, GLOBAL_CURRENCY2, and GLOBAL_CURRENCY3: Use these

properties to configure the three global currencies in which you would want to see cost-
based reports in FTI.
73
 EXCHANGE_RATE_GID: Use this property to configure the exchange rate to use for objects
(such as Bulk Plan, Order Release, Order Movement) that do not have a SHIPMENT GID.
These exchange rates will be used to display the global currency values in the cost-based
reports.
Note: Once these properties are set during the configuration of FTI, do not change them as a change
may lead to data inconsistency.
ODI WORK REPOSITORY - IMPORT WITH EXPORT KEY
This feature enables use of the Export key when exporting both the Master and Work Repository. With
this change, all passwords are now preserved in the ODI repositories and the contacts interested in the
ETL runs completion are emailed when the ETL finishes.
STEPS TO ENABLE
Note: You should use the same key when importing the repositories into your environment.
ORACLE FLEET MANAGEMENT
PUBLIC USER ROLE OF DRIVER
This feature provides a new PUBLIC user role of DRIVER which includes a new DRIVER VPD profile. This
user role and VPD profile are required for any users accessing the new Driver Flow of Oracle
Transportation Mobile.
STEPS TO ENABLE
Note: See the help topic “Creating a Driver User for the Mobile App”, for more details.
IMPROVED GET THE DRIVER HOME PROCESSING
This feature improves logic to get your drivers home.
74
STEPS TO ENABLE
WORK ASSIGNMENT
AUTOMATICALLY DISBAND WORK ASSIGNMENTS WHEN RE-RUNNING BULK PLAN
This feature provides the ability to have OTM automatically un-assign and then un-schedule shipments
that are assigned to a work assignment and when you re-run a bulk plan. This feature works for work
assignments that have not been assigned to drivers or executed.
STEPS TO ENABLE
WORK ASSIGNMENT AND LOCATION CAPACITY CONSTRAINTS
This feature provides the ability to have your work assignment processing consider location capacity
constraints.
Fleet aware planning now honors the location capacity constraints defined on the locations and will
form shipment strings that avoid any conflicts at the locations from a capacity constraint perspective.
STEPS TO ENABLE
Once your work assignments and location capacity are configured, you can turn ON the following
parameter and property to enable this feature in Fleet aware planning: WA CONSIDER LOCATION
CAPACITY and glog.business.location.locationCapacityOptimizer.CalculateStopWait UsingLCinBP
WORK ASSIGNMENT IMPROVED RE-CALCULATION SOLUTION
This feature provides the necessary status types, values and logic to properly configure your work
assignment related re-calculation agents to only run when recalculation is possible.
The work assignment status type of WA_CALCULATE is used to indicate when a work assignment might
require recalculation i.e., when the status value for this status type is set to WA_CALCULATE_NEEDED.
Generally speaking, the WA_CALCULATE status type and the related status values would be sufficient to
determine if a recalculation should be run, however , this is not the case if any of the shipments in the
work assignment has had a driver assigned.
With this feature, you now have the ability to use the status type WA_DRIVER_ASSIGNMENT and status
values to determine if any shipment in the work assignment has a driver assigned.
Using this feature, you have the ability to configure your agents to consider the following:
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 If the WA_CALCULATE status type has the status value of WA_CALCULATE_NEEDED and the
WA_DRIVER_ASSIGNMENT status type has the status value of
WA_DRIVER_ASSIGNMENT_UNASSIGNED then recalculations are possible.
 If WA_CALCULATE status type has the status value of WA_CALCULATE_NEEDED and the
WA_DRIVER_ASSIGNMENT status type has the status value of
WA_DRIVER_ASSIGNMENT_ASSIGNED (meaning at least 1 shipment in the work assignment
has a driver assigned), then no recalculations are possible.
Understanding how these two status types and values work allows you to configure your agents so that
they perform work assignment recalculation under the correct conditions i.e., when WA_CALCULATE
status type has the status value of WA_CALCULATE_NEEDED and the WA_DRIVER_ASSIGNMENT status
type has the status value of WA_DRIVER_ASSIGNMENT_UNASSIGNED.
STEPS TO ENABLE
WORK ASSIGNMENT GANTT CHART USABILITY
This feature provides you with some nice usability improvements for the Work Assignment Gantt Chart.
You can now drag a shipment from the shipment table in your workbench and drop it on a work
assignment in the Gantt chart. This drag/drop action runs the work assignment action Add Shipment.
You can now move a shipment on the Work Assignment Gantt chart to a different time within a work
assignment. You can also drag a shipment from one work assignment to another on the Work
Assignment Gantt.
You also have the ability to easily remove a shipment from a work assignment from within the Work
Assignment Gantt Chart. When you are working with a layout that contains a shipment table and a Work
Assignment Gantt chart, you can right-click on a work assignment and run the Remove Shipment (from
work assignment) action against the shipment you want to remove from the work assignment.
STEPS TO ENABLE
ORACLE TRANSPORTATION SOURCING
COPY NON-BIDDABLE FIELDS ON THE CARRIER RESPONSE TEMPLATE (CRT)
This feature provides the ability to have fields marked as non-biddable on the carrier response template
copied from either the template rate offering or rate record to the newly created rate offering or rate
record.
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STEPS TO ENABLE
UPLOAD CARRIER RESPONSE TEMPLATE (CRT) WITH GID INSTEAD OF XID
This feature enables you to upload the Carrier Response Template (CRT) with GID values instead of an
XID.
STEPS TO ENABLE
DOWNLOADED CARRIER RESPONSE TEMPLATE (CRT) DISPLAYS GID INSTEAD OF XID
This feature provides the ability to have your downloaded Carrier Response Template (CRT) spreadsheet
display GID values instead of XID values.
The following elements can now use the GID instead of XID:
On the Carrier Response Template worksheet:
 LANE_ID
 SOURCE_LOCATION_GROUP
 SOURCE_ARBITRARY_LANE_ID
 SOURCE_GEO_HIERARCHY
 SOURCE_SOURCE_REGION_ID
 SOURCE_DESTINATION_REGION_ID
 SOURCE_REGION
 SOURCE_LOCATION_ID
 SOURCE_COUNTRY_CODE_ID
 DESTINATION_LOCATION_GROUP
 DESTINATION_ARBITRARAY_LANE_ID
 DESTINATION_SOURCE_REGION_ID
 DESTINATION_DESTINATION_REGION_ID
 DESTINATION_GEO_HIERARCHY
 DESTINATION_REGION
 DESTINATION_LOCATION_ID
 DESTINATION_COUNTRY_CODE
 BID_ROUND_ID
 EQUIPMENT_GROUP_ID
 TRANSPORT_MODE_ID
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 BID_PACKAGE_ID
 COMMODITY_ID
 SOURCING_LANE_ATTRIBUTES
 BUSINESS_UNIT_ID
 CUSTOMER_ID
 REMARK (remark qualifier ID from the lane_remark table)
On the Conditions worksheet:
 Equipment Group
 Transport Mode
On the Location Group worksheet:
 Location Group ID
When uploading a bid response, you should populate the following fields with GIDs to avoid an invalid
data error message:
 LANE_ID
 EQUIPMENT_GROUP_ID
 TRANSPORT_MODE_ID
 BID_PACKAGE_ID
 SOURCE_SOURCE_REGION_ID
 SOURCE_DESTINATION_REGION_ID
 SOURCE_ARBITRARY_LANE_ID
 DESTINATION_SOURCE_REGION_ID
 DESTINATION_DESTINATION_REGION_ID
 DESTINATION_ARBITRARY_LANE_ID
STEPS TO ENABLE
Note: If you do not enter a domain name for the Bid Package ID, OTM will use the domain name of the
bid to create the bid package.
BUILD SHIPMENT SET ACTION MOVES SHIPMENTS TO SHIPMENT DOMAIN
This feature provides an improved Build Shipment Set action that will now create sourcing shipments
(p_shipments) in the same domain as the rates (rate lanes) and shipment set criteria.
78
For example,
 Assume the following:

o the OTM shipments are in the ABC domain,
o those OTM shipments use rates in the ABC/ASIA domain, and
o the shipment set criteria is in the ABC/ASIA domain.
 Then, the Build Shipment Set action imports shipments from both the ABC and ABC/ASIA
domains provided the rate records of those shipments use are in the ABC/ASIA domain (the
same as the shipment set criteria).
STEPS TO ENABLE
Note: Before you run this action in a child domain, ensure that the child domain has write grants (see
the Domain Grants help topic) for its parent domain. This grant is required because this action creates
the Sourcing shipments in the OTM shipment's domain. This includes the P_SHIPMENT table and all of
its child tables.
SOURCING MARK FOR PURGE OBJECTS ADDED
This feature provides Mark For Purge actions for the following objects:
 Bid
 Bid Round
 Project
 Sourcing Shipments (P_Shipments)
STEPS TO ENABLE
RATE MAINTENANCE
RATE MAINTENANCE UPLOAD AND DOWNLOAD PERFORMANCE IMPROVEMENTS
This feature provides significant improvements in both the upload and download performance
associated with upload and downloading rates using Rate Maintenance.
As part of the performance improvements, multi-threading has been implemented for both
downloading and uploading rates. You can configure OTM to multi-thread time consuming areas within
the rate maintenance area.
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The following areas in rate maintenance now support multi-threading:
 Downloading Rate Offerings

 Downloading Rate Records
 Uploading Rate Offerings
 Uploading Rate Records
STEPS TO ENABLE
KEY RESOURCES
See the “Multi-threading Logic in OTM” and “Rate Maintenance Multi-threading” help topics for more
details.
ACTION PERFORMANCE IMPROVEMENTS
This feature improves action performance by running some actions in the background.
The following actions run in the background:
 Download Rates
 Multiple Structure Rate Download
STEPS TO ENABLE
RATE MAINTENANCE PROCESS FLOW HOW TO
This feature provides a Process Flow How To topic that covers Rate Maintenance. This How To topic will
provide you with the information you need to properly use the Rate Maintenance tool.
Topics covered include:
 Defining the structure: Create and edit your rate load definitions.
 Downloading: Download your rate load definition as an Excel spreadsheet which can include
thousands of rates.
 Entering data: Populate and/or modify the Excel spreadsheet with rate information.
 Uploading rates: Upload the edited Excel spreadsheet and view upload history.
 Approval process: Review (via version history and view differences) and approve your
new/changed rates. Then, finalize your new/changed rates making the rates available for
use in shipment planning.
STEPS TO ENABLE
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SORTING FOR COST PARAMETERS ON RBIS
This feature provides an extension to the fields available for sorting. When the cost type, rate basis
items, and the rate basis items on the conditions are all identical, they are sorted first by conditional
attributes and then by the effective and/or expiration date.
Sorting now considers:
 cost type, basis (basis1,basis2),

 attributes under all conditions (operand,operator,low value,hig hvalue,And/or/selected),
 effective date,
 expiration date,
 calendar ID and calendar activity.
STEPS TO ENABLE
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ORACLE GLOBAL TRADE MANAGEMENT
GLOBAL TRADE MANAGEMENT (BASE)
GTM USER-FOCUSED MENU
This feature provides a new default Spring Board and Navigator menu layout for the GTM product. The
new layout groups the managers into more logical user focused groupings. In addition, all of the Power
Data for GTM has been gathered together into one Power Data screen that appears within the Master
Data option.
STEPS TO ENABLE
RESTRICTED PARTY SCREENING – DICE ALGORITHM PERFORMANCE IMPROVEMENTS
This feature provides a new Match Engine option, Inverse Index, that you can select as the Service
Preference Configuration to use with your Restricted Party Screening Service. The Inverse Index option is
based on the Dice algorithm, but sets up the matching process with an improved caching approach that
provides you with significant Restricted Party Screening performance improvements without any
reduction in match quality.
Specifically the new Inverse Index does the following:
 Caches the restricted parties by bigram

 Then during matching, GTM identifies the bigrams of the party name and retrieves the
restricted parties from the cache that have the same bigrams
 Matching is then based on the DICE algorithm
STEPS TO ENABLE
 Create a new Service Preference or modify your existing Service Preference

 Edit or create a new Service Preference Configuration for the Restricted Party Screening
Service where the Match Engine is set to Inverted Index.
RESTRICTED PARTY SCREENING PUNCTUATION TO REMOVE PROPERTY
This feature adds a property that you can use to identify the punctuation you would like to have
removed from your restricted party screening processing.
82
Within the property, you specify all of the punctuation that you would like to remove from the party and
restricted party when performing restricted party screening. For example, “S.A. SMITH” will be changed
to “S A SMITH” if you have identified a period mark as a punctuation you would like to remove.
STEPS TO ENABLE
 To use this functionality, indicate the punctuation you would like to remove from match
using the property “gtm.rpsservice.punctuationmarks”.
o The default value is for no punctuation to be removed i.e., Default value = null
IMPROVED SCREENING OF SINGLE CHARACTER WORDS
This feature provides enhanced capabilities for screening single character words. Now with this
improvement, single characters will be directly compared. For example: B R C S.A. was difficult to match
previously due to the spaces which would impact the bigram calculation. With this enhancement, each
individual letter is compared and matched accordingly.
STEPS TO ENABLE
ADDITIONAL ACTIONS SUPPORTED ON THE WORKBENCH
Workbench capabilities now support a set of the additional GTM actions that can be used in the
configuration of a workbench layout designed for Restricted Party screening.
Capabilities provided include:
 For the GTM Contact object type, the following action buttons are now available:
o Requires Review,
o Passed,
o Failed,
o Escalated,
o Add Comment
 The Party Matched Restricted Party object type now contains the following action buttons:
o Potential Match,
o Not a Match,
o Verified Match,
o Escalated,
o Review Match Factor,
o Add Comment
STEPS TO ENABLE
83
PUBLIC WORKBENCH RESTRICTED PARTY SCREENING WORKBENCH
This feature provides a Restricted Party Screening Workbench that you can use out-of-the-box to
support your restricted party screening needs or you can use the PUBLIC Restricted Party Screening
Workbench layout as a sample layout that you can copy and then configure to your specific needs.
The Restricted Party Workbench can be accessed via Restricted Party Screening > Restricted Party
Screening Workbench.
 Restricted Party Screening Workbench:

o The Restricted Party Screening Workbench incorporates the functionality and
capabilities provided previously in the advanced layout based Restricted Party Screening
Workbench. While functionally equivalent, the new Restricted Party Screening
Workbench provides you with the added advantage of:
 Configuring the PUBLIC workbench to meet your specific needs and
requirements.
 Providing the Matched Restricted Parties sorted by Match Factor.
 Having the Agency Code displayed for Matched Restricted Parties.
STEPS TO ENABLE
ENHANCED COPY FLEXFIELDS AGENT ACTION
This feature provides some additional Copy FlexFields Agent Actions that you can use to copy flex fields.
The Copy Flexfields Agent Action has been added to the following areas:
 Contact Agent Actions

 GTM Shipment Declaration Agent Actions (used for GTM Declarations)
 GTM Declaration Shipment Line Agent Actions (used for GTM Declaration Lines)
 GTM Transaction Agent Actions
 GTM Transaction Line Agent Actions
STEPS TO ENABLE
84
LOGIC CONFIGURATION FOR GTM EBS INTEGRATION
This feature provides a more accessible logic configuration and parameter driven approach for defining
the stylesheets used to transform EBS XML to GTM XML.
You can access the logic configuration parameters for GTM-EBS integration via the Logic Configuration
page by selecting the logic configuration type of GTM EBS Integration.
By default, the stylesheets required to transform EBS XMLs to GTM XMLs are looked up in the file
system. The parameters in the EBS XML to GTM XML Logic Configuration will enable you to toggle the
stylesheets between the file system and the stylesheet content table. These parameters will be included
in the GTM EBS Integration parameter set to configure the GTM-EBS integration functionality.
These parameters determine the stylesheets to be used the file system:
 ITEM SYNC STYLESHEET

o The default value is: DEFAULT_ITEM_SYNC_STYLESHEET
 ORDER COMPLIANCE STYLESHEET
o The default value is: DEFAULT_ORDER_COMPLIANCE_STYLESHEET
 PARTY SYNC STYLESHEET
o The default value is: DEFAULT_PARTY_SYNC_STYLESHEET
 SHIPMENT COMPLIANCE STYLESHEET
o The default value is: DEFAULT_SHIPMENT_COMPLIANCE_STYLESHEET
This parameter controls the toggle between the file system and the stylesheet content table:
 DEFAULT_SHIPMENT_COMPLIANCE_STYLESHEET allows the system to use stylesheets from

the stylesheet_content table if set to TRUE.
o The default value is: TRUE
 If DEFAULT_SHIPMENT_COMPLIANCE_STYLESHEET is set to FALSE then the file system
stylesheets are used
STEPS TO ENABLE
PRODUCT CLASSIFICATION CODE ENHANCEMENTS
This feature provides a set of product classification code enhancements.
Specifically, this feature provides the following usability improvements:
 You can now differentiate your Product Classification Code Notes by Note Type and
Language. This allows you to enter the same Note Type for different languages.
85
 The Schedule B Section and Chapter Notes are now available and can be viewed using the
View Section and Chapter Note button on the Product Classification code UI. The option to
View Section and Chapter Notes button is provided for all product classification codes. The
Section and Chapter Notes information will be available for all tariffs that support Section
and Chapter Notes.
 Improved support for Control Codes so that any codes that are associated with product
classification codes can be sent into GTM. If a tariff includes this control code information,
this information can be mapped to the name of the code, the value, and a description and
sent into GTM.
 The notes associated with ECCN codes have been moved from the Description field to the
Notes table.
STEPS TO ENABLE
ESTIMATED LANDED COST ENHANCEMENTS
This feature provides improvements in the calculation of estimated cost.
Specifically, the following has been added:
 The proper calculation for taxes is now provided in situations where there is both a default
duty rate and a trade program duty rate.
o This improvement impacts both the Landed Cost Simulator and the transactional
Estimated Landed Cost calculation.
 The transactional Estimated Landed Cost now works with both the Involved Location and
Involved Party.
 A trade preference has been added to the transaction line as a remark with a qualifier =
TRADE PREFERENCE.
o When duties and taxes are calculated, they are based on using the trade program
specified in the using the TRADE PREFERENCE qualifier.
o If the general rate is lower than the trade program rate being requested, the general
rate is returned and a note is added to the line letting the user know.
STEPS TO ENABLE
OTM-GTM TRADE AND TRANSPORTATION FLOW
This feature provides you with improvements in the OTM-GTM trade and transportation process flow.
These changes provide additional configurability and flexibility in the OTM shipment/shipment group to
GTM trade transaction flow.
86
 Improved configurability for:

o OTM Shipment to GTM Trade Transaction
 New option supported:
o OTM Shipment Group to GTM Trade Transaction
 You can:
o Create a new GTM Trade Transaction
o Propagate changes from OTM Shipment/Shipment Group to existing GTM Trade
Transaction
o Remove an OTM Shipment/Shipment Group from existing GTM Trade Transaction
STEPS TO ENABLE
PROPERTIES TO PARAMETERS
This feature provides migration of properties to more user friendly and accessible parameters.
 EBS-GTM Integration properties moved into a Logic Configuration with a Logic Configuration
Type = GTM EBS INTEGRATION
o The parameters included in this logic configuration will enable you to toggle the
stylesheets between the file system and the stylesheet_content table while
transforming EBS XMLs to GTM XMLs.
 AES Filing properties specified in the Report
 Customs Commercial Invoice properties specified in the Report
STEPS TO ENABLE
GENERATE CUSTOMS COMMERCIAL INVOICE FROM TRADE TRANSACTION
This feature provides the ability to generate the Customs Commercial Invoice from a Trade Transaction.
Previously, the Customs Commercial Invoice was only available to be generated from the Declaration.
STEPS TO ENABLE
87
POWER DATA PARAMETER SETS ADDED TO MASTER DATA
This feature provides a new location for your Parameter Sets Power Data. The Parameter Sets Power
Data has been added to Master Data > Power Data > General.
STEPS TO ENABLE
DOCUMENTS ACTIONS ADDED TO PARTY
This feature provides the ability to use all of the document-related actions and capabilities with your
parties.
You now have the ability to perform the following Document actions against a party:
 Attach Documents
 Generate Documents
 Limited Document
 Upload Document
STEPS TO ENABLE
DATA CONFIGURATION ENHANCEMENTS
This feature provides a new Association Type that you can use to specify the ‘from object’ and ‘to
objects’ that you wish to copy data to and from as part of your Data Configuration.
The available data association types available in the drop-down list on the Data Configuration are:
 Transaction to Declaration: indicates that this configuration will be used to copy data from a
transaction to a declaration
 Shipment to Transaction: indicates that this configuration will be used to copy data from an
OTM shipment to a transaction
STEPS TO ENABLE
88
TRADE COMPLIANCE
LICENSE CONSTRAINTS MOVED TO GENERIC CONSTRAINT SETS
This feature enables you to manage your license constraints using generic constraint sets. With this
change, you can now use the generic Constraint Set Type = TRANSACTION-LINE LICENSE
DETERMINATION for your license constraints.
The generic constraints support all the previous license constraints plus additional ones.
Added new constraints:
 License Reference Numbers

 License Line Reference Numbers
 License Remarks
 License User-defined Types
STEPS TO ENABLE
There are no steps required to enable this.
SUPPORT OTHER TYPES OF CONTROLS
Compliance Rule with Control Category = OTHER
Enables you to model ‘holds’ that are not based on regulatory requirements.
STEPS TO ENABLE
NEW FIELDS ON TRANSACTION LINE AND DECLARATION LINE
Dates grid (This can be used during license assignment.)
Required Classification grid
STEPS TO ENABLE
89
CUSTOMS MANAGEMENT
AES FILING IMPROVEMENTS
This feature provides a set of AES Filing improvements.
Specific improvements include:
 Support Foreign Trade Zone:

o The document template has been modified to include the reporting of the Foreign
Trade Zone Identifier. The mapping is supported on a declaration as a Remark using
the Remark Qualifier FOREIGN TRADE ZONE IDENTIFIER. This information is reported
on the M1203 element of the X12.601
 Support sending the involved party location:
o If a valid SHIP_FROM Involved Party is associated with the declaration, the address
information from the SHIP_FROM Involved Party will be used to generate the N3
and N4 segments.
o If there is no SHIP_FROM Involved Party, the N3 and N4 segments will default to
using the address information from the USPPI Involved Party.
 Send Original ITN Number:
o The AES specification now supports the ability to send the Original ITN Number in
the REF segment.
o You can use a Declaration Reference Number with a qualifier = ORIGINAL ITN which
will be reported in the REF segment of the X12.601.
 Send PGA information
o The US government has switched over to Participating Government Agency (PGA)
codes from the older Other Government Agency (OGA) codes.
o You can now use a Declaration Line Remark with the appropriate agency qualifier
which is reported in the MAN segment of the X12.601
 Sold En Route process:
o When the SOLD EN ROUTE flag is set to Yes, the Ultimate Consignee details are not
generated in the EDI report.
o Once the Ultimate Consignee is known, the declaration needs to be updated to set
the SOLD EN ROUTE flag to No.
 Once it’s set to No, you need to ensure there is an Ultimate Consignee on
the declaration.
 In-Bond and Entry Number:
o The AES Filing document has been modified to support reporting the In-Bond Code,
and Entry Number in the M1201, M1202 fields.
 Additional Filing Options:
o The AES Filing document has been updated to support two additional Filing Options
added by customs:
 R3P - Advance Export Information partial commodity shipment filing
90
 R3F - Advance Export Information complete commodity shipment filing.
 New Conveyances grid to specify Equipment Initial/Number and Seal Number.
STEPS TO ENABLE
SUPPORT FOR SUMMARY DECLARATION
This feature enables creation of a Summary Declaration. You can group transaction lines into a summary
declaration based on date qualifiers and a daily, weekly, monthly, or yearly matching pattern. For
details, see Constraint Details section on the Constraint Set page.
STEPS TO ENABLE
To group transaction lines with matching date qualifiers on a daily, weekly, monthly, or yearly basis:
 Select the combination of a constraint set type of DECLARATION-LINE GROUPING and

constraint ID of DATE.
 On the Constraint Details page, select the source and target date qualifiers to be mapped.
 Select the appropriate option from the Matching Pattern drop-down list. For example, if you
select the MONTHLY option, transaction lines with same date qualifiers and same month will
be grouped together.
 If you select the matching pattern as WEEKLY, then select a day from the First Day of Week
drop-down list to indicate the starting day of the week. This will help in determining
whether the transaction lines fall within the same week.
KEY RESOURCES
For more information, see the Constraint Set Constraint -> Constraint Details section in Help.
REMOVE FROM DECLARATIONS IMPROVEMENT
This feature provides an improved process for selecting and removing your Trade Transactions, Trade
Transaction Lines and Declaration Lines from your Declarations.
In earlier releases, you were required to use a saved query to find the declaration you wanted to remove
your Trade Transactions, Trade Transaction Lines and/or Declaration Lines from. Now when you run the
Remove From Declarations action, GTM shows you the related declarations and using a check box, you
can select the declarations you want to remove the item from.
STEPS TO ENABLE
91
EDIT DECLARATION QUANTITIES IMPROVEMENT
This feature provides an improved process for selecting and editing your Trade Transactions, Trade
Transaction Lines and Declaration Lines on your Declarations.
In earlier releases, you were required to use a saved query to find the declaration you wanted to edit.
Now when you run the Edit Declaration Quantities action, GTM shows you the related declarations and
you simply select, using a checkbox, the declarations you want to edit.
STEPS TO ENABLE
VALUATION METHOD ADDED TO DECLARATION
This feature provides a Valuation Method field on the Declaration. The Valuation Method is used to
determine the customs value of imported goods. Use this page to create, edit, and/or remove valuation
methods.
STEPS TO ENABLE
CREATE/ADD TO EXISTING DECLARATIONS ACTION
This feature provides you a renamed and enhanced action for creating and adding to your Declaration.
The action Create Declaration has been replaced with the Create/Add to Existing Declarations action.
The Create/Add to Existing Declarations allows you to both create declarations, and also allows you the
option of Adding to an Existing declaration.
With the new action, you can create and add more transactions/lines to an existing declaration without
having to create/re-create a declaration. This feature is also available for Create Declarations agent
action for both the transaction and transaction line.
STEPS TO ENABLE
COPY DATA FROM HEADER TO HEADER IMPROVEMENTS
This feature enables you to specify the data to copy from Transaction Header to Declaration. If you are
grouping more than one transaction into a declaration, you can specify the rules to determine which
transaction has the primary header.
92
You can identify the rules to determine Primary Header in Logic Configuration with a Logic Configuration
Type = GTM DECLARATION CONFIGURATION. There are 3 parameters you can use:
 PRIMARY HEADER – LINE QUANTITY QUALIFIER

 PRIMARY HEADER – LINE VALUE QUALIFIER
 PRIMARY HEADER TYPE
STEPS TO ENABLE
93
GLOBAL TRADE INTELLIGENCE (GTI)
ADDITIONAL COLUMNS AND GENERAL USABILITY IMPROVEMENTS
This feature provides a set of additional columns, some general usability improvements and
improvements to the out-of-the-box dashboards that are shipped with the product.
Specifically, the following improvements have been provided:
 Item Analysis > Item Dimensions folder: Added the Item Name and Item Description
dimensions to metadata.
 Party Analysis > Party Dimensions folder: Enhanced the party status to provide better
reporting based on restricted party list screening status.
 Trade Transaction Analysis > Trade Transaction Dimensions folder: Added the Port of Import
and Port of Lading dimensions to metadata.
 Trade Transaction Analysis > Trade Transaction Dimensions folder: Added the GTM Trade
Transaction Type GID dimension which maps to the Trade Transaction Type field in GTM.
The existing Trade Transaction Type field that is mapped to User-defined Code has been
deprecated.
 Trade Transaction Line Analysis > Trade Transaction Line Dimensions folder: Added the GTM
Trade Transaction Type GID dimension which maps to the Trade Transaction Type field in
GTM.
 Trade Transaction Line Analysis > Trade Transaction Line Dimensions folder: Added the Port
of Export, Port of Import, Port of Lading, and Port of Unlading dimensions to metadata.
 Declaration Analysis > Declaration Dimensions folder: Added the Port of Import and Port of
Lading dimensions to metadata.
 Declaration Analysis > Declaration Dimensions folder: Added the GTM Declaration Type GID
dimension which maps to the Declaration Type field in GTM. The existing Declaration Type
field that is mapped to User-defined Code is deprecated.
 Declaration Line Analysis > Declaration Line Dimensions folder: Added the GTM Declaration
Type GID dimension which maps to the Declaration Type field in GTM.
 Declaration Line Analysis > Declaration Line Dimensions folder: Added the Port of Export,
Port of Import, Port of Lading, and Port of Unlading dimensions to metadata.
 Enhancements have been made to the out-of-the-box dashboards including updating the
tabs where one tab is for Export Shipments and one is for Import Shipments.
STEPS TO ENABLE
94
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ORACLE TRANSPORTATION AND GLOBAL TRADE MANAGEMENT ........................................................................ 14

ORACLE TRANSPORTATION MANAGEMENT ........................................................................................................ 40

ORACLE GLOBAL TRADE MANAGEMENT .............................................................................................................. 82

Date What’s Changed Notes

Action Required to Enable Feature

Automatically End User Action Administrator Oracle Service

Automatically End User Action Administrator Oracle Service

Automatically End User Action Administrator Oracle Service

Transportation Management (Base)

Workbench Action Infrastructure 

Automatically End User Action Administrator Oracle Service

European VAT Configuration by 

Automatically End User Action Administrator Oracle Service

Support for Additional Currencies 

Automatically End User Action Administrator Oracle Service

Automatically End User Action Administrator Oracle Service

There are no steps necessary to enable this feature.

TIPS AND CONSIDERATIONS

SCALABILITY - REDUCED COMPLEXITY

General How To topics added or updated include:

 Using the Social Panel

GTM How To/Configuration Topics added include:

 Implementation of EAR Control Process in GTM

FTI How To/Configuration Topics added include:

 Using Fusion Transportation Intelligence for an End User

OTM How To/Configuration Topics added include:

 Configuring a Fuel Surcharge

Sourcing How To/Configuration Topics Added include:

 Rate Maintenance Process Flow

There are no steps necessary to enable this feature.

WORLDWIDE SPANISH TRANSLATION

There are no steps necessary to enable this feature.

TIPS AND CONSIDERATIONS

There are no steps necessary to enable this feature.

TIPS AND CONSIDERATIONS

USER INTERFACE REFRESH

SOCIAL PANEL AND ORACLE CONTENT AND EXPERIENCE CLOUD

 Creating new conversations with other CEC users

TIPS AND CONSIDERATIONS

CHANGE BACKGROUND COLOR OF APPLICATION SHELL

FAVORITES ADDED TO SEARCH CRITERIA

There are no steps necessary to enable this feature.

UNIFIED GLOBAL HEADER – GLOBAL SEARCH

No steps are required to enable:

TIPS AND CONSIDERATIONS

There are no steps necessary to enable this feature.

There are no steps necessary to enable this feature.

BACK BUTTON TO SPRINGBOARD

There are no steps necessary to enable this feature.

GLOBAL HEADER – NOTIFICATIONS

There are no steps necessary to enable this feature.

GLOBAL HEADER – BUSINESS MONITOR

There are no steps necessary to enable this feature.

GLOBAL HEADER – SETTINGS AND ACTIONS

There are no steps necessary to enable this feature.

WORKBENCH PROMOTE TO PRODUCTION

There are no steps necessary to enable this feature.

WORKBENCH SELECT DOMAIN

There are no steps necessary to enable this feature.

There are no steps necessary to enable this feature.

WORKBENCH REFRESH WORKBENCH AFTER UI ACTION IS COMPLETED