introduction to transportation sourcing

INSPIRING VALUE CHAIN ADVANTAGE

Introduction to Transportation Sourcing

OTM SIG August 2015

Eric Rosenbloom

[email protected]

Introduction

• This functionally-oriented talk provides a

practical introduction to the OTM

Transportation Sourcing Feature

• We will walk though a fully configured simple

example in complete detail

Inspirage & Client Confidential

Your Take-Away

• You will get a jump-start on being able to

configure and use the OTM transportation

sourcing feature

• You will avoid some aspects of

transportation sourcing that gave me trouble


Overview of Transportation Sourcing

4INSPIRING VALUE CHAIN ADVANTAGE

Pre-requisite Steps

• Locations,

• Items,

• Order Releases,

• Service Providers,

• Rate Offering, Rate Records,

• Test Rates using RIQ,

• Itinerary,

• Build Shipments,

• Simulate Shipment Execution


Sourcing Steps

• Configure and Build Shipment Set

• Configure and Build Lane Summary

• Create Template Rate Offering and Rate Record

• Configure Carrier Response Template (CRT)

• Create Constraint Set

• Create Project (automatically creates Bid Round 1)

• Update Bid Round to reference CRT Configuration

• Create CRT

• Set Sourcing Contact on Servprovs

• Send Bid Invitations


Sourcing Steps (continued)

• Carriers fill out CRT

• Carriers upload bids

• Carriers commit bids

• You accept committed bids

• Close bid round

• Include bids for solver consideration

• Create Scenario

• Solve Scenario

• Assign Solution to Bid Round

• Send Award Notifications

• Set Bid Publish Status (selects bids for rate generator)

• Generate rates


Location Data


Item Data


Order Release Data


Same

sourceSame

weight

and

volume

Service Providers


Rate Offering


Rate Records


Rate Inquiry Test


Itinerary


Build Shipments


Shipments


Simulate Shipment Execution


Transportation Sourcing Menu


Configure Shipment Set Criteria


Build Shipment Set


P_SHIPMENTS


Configure Lane Summary Criteria


Build Lane Summary


View Lane Summary


Create Template Rate Offering


Create Template Rate Record


Configure Carrier Response Template


Create Constraint Set


Create Project


Bid Round #1 is Auto Created


Update Bid Round to Specify CRT


Create CRT (Must use IE! in 6.3.5)


View CRT in Excel


Set Sourcing Contact on Servprovs


Send Bid Invitations


Carrier(s) Fill Out CRT


Carrier Bid Upload (Servprov Menu)


Carrier Bid Upload


Carrier Bid Commit


Accept Bid Commits


Close Bid Round


Include Bids for Solver Consideration


Create Scenario


Solve Scenario


Assign Solution to Bid Round


Notify Awarded Service Providers


Set Bid Publish Status for All Bids


Generate Rates for Awarded Bids


Review• Config/Build Shipment Set

• Config/Build Lane Summary

• Create Template Rate

• Configure CRT

• Create Project (and Bid Round 1)

• Update Bid Round to ref CRT

• Create CRT

• Set Sourcing Contact on Servprovs

• Send Bid Invitations

• Carriers Specify, Upload, and Commit

Bids

• Accept Committed Bids

• Close Bid Round


• Include Bids for Solver Consideration

• Create and Solve Scenario

• Assign Solution to Bid Round

• Send Award Notifications

• Set Bid Publish Status

• Generate Rates

Next steps for you

• Replay the steps in this talk for yourself

• Then, try setting up a “real” sourcing project for your actual business problem

• Enter Service Requests if you run into problems


Questions?

• Q&A


introduction to transportation sourcing

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