Collaboration with Service Providers Through the OTM Portal. Anirban Roy OTM SIG Conference, APAC Dec 9-10, 2015

Transcription

1 Collaboration with Service Providers Through the OTM Portal Anirban Roy OTM SIG Conference, APAC Dec 9-10, 2015

2 Agenda 2 User Management Self-billing Pre-tendering and Tendering Carrier Collaboration Methods Capacity Management and Sourcing Appointment Schedule and Tracking Carrier Portal Benefits

3 Carrier Collaboration Methods 3 Communication through EDI Communication through , fax Offline communication through phone Allowing carrier to access the OTM Carrier Portal

4 What does OTM Provide? 4 Powerful domain called SERVPROV Automatic user creation on creating service provider in the main operational domain Automatic association with related objects Existing VPD for related access Existing access control list Default menu for major functionalities

5 SERVPROV User Management 5 SERVPROV.DOMAIN NAME-SERVPROV ID Complex to remember Multiple carrier IDs depending on geography but same carrier Use Manage Association Simple user ID associated with multiple OTM Service Provider IDs

6 SERVPROV User Management 6 Reverse functionality, i.e., same carrier but different users depending on the source region Use dispatch location concept Mark Dispatch By Region on the service provider page for this to work Create location with related responsible region Again perform Manage Association Remember: Same corporation ID for all service providers and dispatch locations

7 SERVPROV Menus and Screen Sets 7 OTM provides default menu for service provider but Allows creation of custom menus Allows creation of custom screen sets All screens sets and menus created in the operation domain are accessible How do I add? ADMIN role available for SERVPROV domain Use regular Manage User Access screen to add the menu

8 Pre-tendering and Tendering 8 Pre-tendering Mainly for ocean carriers Lack of capacity Needs visibility well in advance Pre-built shipment information during sales order creation How to do this: Create the pre-tendering flow with custom statuses and custom actions Have relevant screen sets with related default statuses In SERVPROV domain, the screen sets should be attached to menus No change in VPD required. Default VPD already caters to see only shipments for the associated carrier

9 Pre-tendering and Tendering 9 Tendering Seeded functionality Use the Online Booking/Tendering page to accept or decline final tenders Same page used for responding to spot tenders

10 Schedule Appointment by Carrier 10 Appointment Scheduling page allows users to search for location No View or Edit available for location Allows only appointment scheduling Tender should show Accepted status for carrier to provide window for pick-up Alternative: Provide a slot to the carrier during pre-tendering Carrier views appointment time slot during pre-tendering confirmation During actual movement, carrier suggests alternate slot in the event of any change

11 Track and Trace 11 Standard feature uses Buy Shipment Events Carriers have the ability to add shipment tracking events

12 Self Billing Operational Domain 12 Invoice created in OTM from the shipment Verified by carrier for approval How to do this: Define which carrier will be enabled for self-billing Handle using attribute (flex fields) Use agents to control the generation of invoice based on events

13 Self Billing Carrier Side 13 VPD needs to be changed to include invoice visibility Best practice Copy the existing SERVPROV VPD and add invoice-related statement Create a different user role for SERVPROV and add the new VPD Use this user role while creating the carrier users in OTM Use custom screen set and menu to handle in the carrier login Change manager layout to give only view access, except for a comments field Carrier acceptance auto-approves the invoice and creates voucher

14 Self Billing Carrier Side 14 Rejection moves the invoice to operational user s bucket Modify as per carrier comment and send it back to carrier for approval

15 Capacity Management 15 Capacity limits defined for each carrier for planning Capacity limits can change based on situation Carrier allowed to change capacity to provide more visibility for planning

16 Response to Sourcing Bid 16 Carriers can send response via Better still, response to the bid can be sent through the carrier portal Reduces delays in the sourcing process Complete transparency with entire process tracked in the system

17 Utilized Regularly in Projects 17 User associations used regularly for 3PL implementations Pre-tendering and tendering are regular processes Shipment tracking used in almost all projects where carrier has access to a portal Self billing fast becoming the norm in implementations across Europe and catching up in other parts of the world

18 Carrier Portal Benefits 18 Not all carriers are EDI-enabled Communication using , phone and fax cannot be tracked unless and until entered into OTM Carrier portal simplifies communication as well as processes with carriers Quicker response to tenders and self billing verification with delay notifications All communications tracked

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