Oracle Transportation

Management
Fleet Management
Business Case
Volume 4
Release 6.x
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 Contents
Business Case 21: Create Commodities ......................................................................................... 4
Business Case 22: Create Items & Packaged Items ..................................................................... 6
Business Case 23: Review Itinerary ................................................................................................ 9
Business Case 24: Create Service Providers ............................................................................... 10
Business Case 25: Create Rate Service for Fleet Management ............................................... 13
Business Case 26: Create Cost Category ..................................................................................... 15
Business Case 27: Create Cost Category Sets ............................................................................ 17
Business Case 21: Create Commodities

Overview

Defining a commodity is a way of grouping items together that have something in

common, which is generally used for assigning equipment. For example, you could
have a commodity called Frozen Vegetables, and in that commodity have peas, corn,
broccoli, and cauliflower. Since Oracle Transportation Management uses commodity
definitions during equipment selection, one of the things that it should have in
common is the equipment type that the items can be transported in. Using the Frozen
Vegetables example, not only are all the items frozen goods and vegetables, but they
also must always be transported in frozen containers or trucks.

The flexible commodity option allows you to build a profile of items, that may or may
not share similar qualities, but will be classified the same when it comes to rating.

Besides linking commodities with equipment types, you can also select transportation
modes for commodities, as well as specific temperature controls. In addition to this,
you can specify whether a commodity can ship with another commodity. For example,
if you have a commodity called Explosives, you can say that it cannot ship together
with the commodity called Fuses.

Commodities can be included with a rate offering or rate record. By doing this, the
commodity profile (including all profile attributes created in the Material Manager) is
included in the shipment rating process.
Detailed Steps:

1. Navigate to Order Management > Material Management > Commodity.

2. Click on New.

3. Enter the following Commodities:

Commodities

Commodity ID Commodity Temperature Temperatire Mode Equipment Commodity

Name Control? Control ID Profile Group ID Incompatibility
VEG_N_FRUITS VEGETABLES NO LAND FROZEN_VEG
_FRUITS
FROZEN_VEG FROZEN YES -30C_to_-18C 28FT REEFER
VEGETABES VANS
SPORTS_GOODS SPORTS NO VEG_N_FRUITS
GOODS FROZEN_VEG
FRAGILE_NP_GOODS FRAGILE NON- NO VEG_N_FRUITS
PARISHABLE FROZEN_VEG
SPORTS_GOODS
WHITE_GOODS WHITE GOODS NO VEG_N_FRUITS
FROZEN_VEG
INSECTICIDE INSECTICIDE NO 48FT HZ ALL OTHER
GRADE 8 GRADE 8 TRAILER COMMODITIES
COMPAT
Business Case 22: Create Items & Packaged Items

Summary

Items are things that you manufacture and sell such as chemicals, finished goods, raw
materials, and parts. You can create an inventory of items that you typically ship from
one destination to another. Once items are defined, they can be used on orders based
on bulk data or any order base or order release. An item is the lowest level of detail that
you can describe on an order. It identifies the specific goods or materials that you are
shipping.

Packaged Item is where you define the classification hierarchy between the items,
packaged items, and packaging units. This information is used to properly package
and ship items.

Detailed Steps:

Create Items:

1. Navigate to Order Management > Materials Management > Item.

2. Click on New.

3. Create the following items:

iTEM ID DESCRIPTION Commodity ID

BROCCOLI BROCCOLI VEG_N_FRUITS
ORANGES ORANGES VEG_N_FRUITS
FROZEN_PEAS FROZEN PEAS FROZEN_VEG
FROZEN_CARROTS_DICED FROZEN CARROTS_DICED FROZEN_VEG
GOLF BALLS GOLF BALLS # SPORTS_GOODS
TENNIS BALLS TENNIS BALLS # SPORTS_GOODS
BASKET BALLS BASKET BALLS # SPORTS_GOODS
BOROSILLICATE_BOTTLES_250ML BOROSILLICATE BOTTLES 250ML FRAGILE_NP_GOOD
S
MICROWAVE_OVER_MV1008_25L MICROWAVE OVEN MV1008 25L WHITE GOODS
WASHING_MACHINE_XT8K_TOP_LOAD WASHING MACHINE XT8K TOP WHITE GOODS
LOAD
HIT_EXTREME_500ML HIT EXTREME 500ML INSECTICIDE

# Check if an item exists. If so, associate with Commodity ID.

Modify Packaged Items:

1. Navigate to Order Management > Materials Management > Packaged Item.

2. Inquire and modify the records as shown below:

PACKAGED ITEM ID PACKAGI PACKA UNIT UNIT UNIT UNIT INNER INNER
NG UNIT GE LENG WID HEIG VOLU PACK PACKA
WEIGH TH TH HT ME PACKAGI GE
T NG UNIT COUNT
FT FT FT CU FT
LB

BROCCOLI LARGE 18 1.5 2 1.5 4.5 SMALL 18

BOX BOX

ORANGES LARGE 6 2 2 2 8
BOX

FROZEN_PEAS LARGE 24 2 2 2 8 POUCH 24

BOX

FROZEN_CARROTS_DICED LARGE 18.3 2.5 1.5 1 3.75 ALUMINI 36

BOX UM CAN
FOOD
GRADE #

GOLF BALLS LARGE 18 2 2 2 8

BOX

TENNIS BALLS LARGE 12 2 2 2 8

BOX

BASKET BALLS THICK 24 2 2 2 8

LARGE
BOX

BOROSILLICATE_BOTTLES_25 THICK 18 2 2 2 8 THERMOC 6

0ML LARGE OL BOX
BOX MOULDED
#

MICROWAVE_OVER_MV1008_ LARGE 8 1.5 1.5 1 2.25

25L BOX

WASHING_MACHINE_XT8K_ EXTRA 40 2.5 2.5 4.5 28.125

TOP_LOAD LARGE
WM BOX
TOP LOAD
#
HIT_EXTREME_500ML LARGE 24 2.5 2 2 10
BOX $

# ALUMINIUM CAN has Tare Weight 300 Grams

# THERMOCOL BOX MOULDED has Tare Weigh 150 Grams
# EXTRA LARGE WM BOX TOP LOAD has Tare Weight 750 Grams
$ HIT_EXTREME_500ml - Check Hazardous check box and uncheck Mixable check
box
Business Case 23: Review Itinerary

Summary:

As part of shipment planning, itineraries determine what route a shipment takes by

specifying the requirements for destinations on shipping legs. For example, itineraries
can define the sequencing priority, rates, mode of transportation, arrival time ranges,
equipment, service provider, and commodity requirements for a destination location.
In addition, itineraries can model cross-dock and pool activity.

When planning a shipment, Oracle Transportation Management lists all the itineraries
that are valid for the shipment, based on the details of the order, and then chooses the
least expensive option. If a valid itinerary cannot be identified, the shipment cannot be
created.

Detailed Steps:

1. Navigate to Shipment Management > Itinerary Management > Itinerary Manager.

2. Search for Itinerary OR MULTISTOP.

3. Ensure that multi-stop check box is checked.

4. Check that Source Geography (OR) and Destination Geography is STATE/PROVINCE

(OR).

5. Check that Equipment Assignment is set to ‘Optimize Equipment’.

Note: If Itinerary is not found, please create the Itinerary.

Business Case 24: Create Service Providers

Summary:

The Service Provider Manager provides all the necessary tools to define and manage
the carriers that provide transportation services, and the geographies that they service.
Create service providers, edit their information, and send that information to outside
sources. You can also view all changes that have been made to a service provider
record.

Service providers, or companies that move freight from the source to the destination,
are used throughout Oracle Transportation Management. They can be created
separately and then associated with a location to provide maximum flexibility in
planning, or they can be created while the user is working from another manager by
clicking the button next to the Service Provider ID field.

Service providers are associated with rate offerings and, once a rate has been selected,
with shipments. They are also attached to corporations.

Use the Service Provider Manager to record and store information about service
providers that have not been predefined. Service providers are required when you:

• Create locations

• Establish rates for a shipment

• Define itineraries

• Create orders

Create a service provider and attach it to a physical location. Each service provider can
only be associated with one location and one corporation. Corporations can be created
here or in Power Data, but the location is defined here along with other information
about the provider. Locations independent of service providers are created within the
Location Manager.

The information entered here can be used to send and receive notifications about
shipments, web tendering, and other activities involving service providers.
Select the Fleet check box if this service provider is Fleet related. Only shipments
created for fleet service providers can perform fleet related actions. A fleet service
provider is more powerful than a regular (non-fleet) service provider. It can do
everything a non-fleet service provider can do. In addition, you can run assign driver
or equipment type to a shipment and many other fleet actions if and only if the
service provider on the shipment is fleet service provider.

Detailed Steps:

1. Navigate to Contract and Rate Management > Service Provider Manager.

2. Click New.

3. Enter the following data:

a. Service Provider ID = ATL9_FLEET

b. Service Provider/Location Name = ANTELOPE FLEET LINE

c. Corporation = ANTELOPE LINE INC

d. Mode Profile = TL

e. Allow Spot Rating = Checked

f. Allow Tender = Checked

g. Fleet = Checked

h. City = PORTLAND

i. State = OR

j. ZIP Code = 97471

4. Click on FINISHED.

5. On the confirmatory results page, click EDIT.

6. Navigate to Communication and Remark Page.

7. Enter the following data:

a. Communication Center = Message Center

b. User ID = search in SERVPROV and select.

8. Click on Finished.

9. On confirmatory results page, again click on EDIT.

10. Navigate to Communication and Remarks page.

11. Click on DETAILS.

12. On Contact page, navigate to Notification tab.

13. You will observe Com Method. Click on edit (pencil) icon.

14. Add Response Time as 2 hours and Calendar 4AM TO 11PM and click on SAVE on
right hand side.

15. Click on Finished.

16. Close the window.

17. Click on Finished on Service Provided page.

18. Click on Create Another.

19. Create another fleet Service Provider 'BTT9_FLEET'.

20. Repeat steps 3 to 18.

21. Return to Main Page (Home Page)

Business Case 25: Create Rate Service for Fleet Management

Summary:

Rate service determines the time required to transport goods from one point to
another. Rate service depends on the service type you select.

Max Wait Time Per Stop , Max Longhaul Wait Time and Use Rush Hours are related to
Fleet Management.

Create Rate Service.

1. Navigate to Contract and Rate Management > Contract Management > Rate
Service.

2. Click on New.

3. Enter the following:

a. Rate Service ID = SIMULATION TL_FLEET

b. Rate Service Name = SIMULATION TL FLEET

c. Rate Service Type = SIMULATION

d. Max Wait Time Per Stop = 15 Minutes

Note:

Max Wait Time Per Stop is the maximum time allowed to wait to pickup
or drop off goods. For example, if the Max Wait Time per Stop is set to 15
minutes, a drop-off location opens for business at 7 a.m. and a driver
arrives at a stop at 6:30 a.m., the driver is not allowed to wait that extra
15 minutes and must return. When the
glog.appointment.WaitTimeOption property is set to TRUE, this wait
time is added to the estimated arrival time when building a shipment.

e. Max Longhaul Wait Time = 30 Minutes

Note:
 Use Max Longhaul Wait Time to configure a wait time associated with
the first delivery stop after a long haul. There can be a large amount of
time between the last pickup and the first delivery stop so use this field
to accommodate a wait time for the long haul move. This field applies to
the first delivery location only.

If the Max Longhaul Wait Time is not set, then the Max Wait Time Per
Stop is used for the first delivery stop (as well as every other stop).

f. Use Rush Hours = Selected.

Note:

Use Rush Hour: When selected, rush hour is added to drive time, if
defined. This only applies to Lookup, Simulation and External.

g. Click on Details Tab.

h. Enter as follows:

i. HOS Rule Set ID = US_DOR_RULE_SET

ii. Enter following Distance and Speeds per slab

1. 10 MI - 20 MPH

2. 100 MI - 45 MPH

3. 1000 MI - 55 MPH

i. Click on Finished.
Business Case 26: Create Cost Category

Summary:

A cost category is an actual object that will be assigned to one or more rate costs in a
rate record. These categories can then be grouped into Cost Category Sets which are
used during the Driver Assignment process. During the rating process, only rate costs
whose categories are contained in the specified set will be evaluated. The results will
be sorted based on the total weighted cost and the best option assigned.

In Oracle Transportation Management (OTM), cost categories are essential for

organizing and analyzing the various costs associated with fleet operations. They
allow you to categorize costs like fuel, driver wages, tolls, and maintenance, enabling
better cost control and decision-making. Here's how to set up and utilize cost
categories in OTM:

Create sets to group related cost categories (e.g., a set for "Fixed Costs" might include
categories like vehicle depreciation and insurance). This allows you to apply specific
cost sets to different rate offerings or scenarios.

3 Associate Cost Categories with Rate Costs

When defining rate costs in OTM (e.g., for a lane, a carrier, or a specific service), you'll
assign a cost category to each cost component.

For example, if you have a rate cost for fuel surcharges, you would associate it with the
"FUEL" cost category.

Utilize Cost Categories in Driver Assignment

Cost categories play a crucial role in driver assignment optimization. OTM can use cost
categories to evaluate the feasibility and quality of potential driver assignments.

You can configure OTM to prioritize certain cost categories over others, influencing the
driver selection process.
Examples

Scenario 1: Fuel Cost Management

Create a cost category called "FUEL."
Associate all fuel-related costs (e.g., fuel surcharges, idle time fuel consumption) with
this category.

Use reports and analytics in OTM to track and analyze fuel costs by region, lane, or
driver.

Scenario 2: Driver Compensation Analysis

Create cost categories for different components of driver pay (e.g., base pay, overtime,
bonuses).

Analyze driver compensation across different routes, shifts, or experience levels.

Scenario 3: Maintenance Cost Control

Create a cost category for "MAINTENANCE."
Track preventive maintenance costs, repairs, and downtime related to vehicle
maintenance.

Identify trends and optimize maintenance schedules to minimize costs.

Detailed Steps:

1. Navigate to Contract and Rate Management > Power Data > Rates and Codes > Cost
Category.

2. Enter the following:

a. Cost Category = FUEL

b. Description = FUEL

3. Click Finished.

4. Click on Create Another and create FUEL SURCHARGE, DRIVER PAY, DRIVER
OVERTIME, DRIVER BONUS, VEHICLE MAINTENANCE.
Business Case 27: Create Cost Category Sets

Summary:

A Cost Category Set is a group of related Cost Categories. These sets are used during the
Driver Assignment process.

During regular Driver Assignment (Assign Best), the primary Cost Category Set as
defined by the logic parameter DRIVER ASSIGNMENT PRIMARY COST CATEGORY
SET, will be passed into the rating engine (cost category set GID replaces the cost level
parameter). During the rating process, only rate costs whose categories are contained
in the specified set will be evaluated. The results will be sorted according to total
weighted cost and the best option assigned.

Detailed Step:

1. Navigate to Contract and Rate Management > Power Data > Rates and Codes > Cost
Category Sets.

2. Enter the following:

Category Set ID: DRIVER COST MANAGEMENT

Description: DRIVER COST MANAGEMENT

Associate Cost Categories - DRIVER PAY, DRIVER OVERTIME and DRIVER BONUS
with the Cost Category Set.

3. Click Finished.

4. Similarly, Create Cost Category Sets as described below:

Category Set ID: FUEL COST MANAGEMENT

Associate Cost Categories – FUEL and FUEL SURCHARGE with the Cost Category
Set.

5. Also, Create Cost Category Sets as described below:

Category Set ID: MAINTENANCE COST MANAGEMENT

Associate Cost Categories – MAINTENANCE with Cost Category Set.

Return to Main Page (Home Page) after clicking on Finished.