One Function, Two Approaches Document Management in OTM and GTM

Transcription

1 One Function, Two Approaches Document Management in OTM and GTM Andrew Shang Oracle Consulting

2 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 2

3 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 3

4 You can manage Documents better than this! 4

5 Document is Important in Trade and Transportation 5

6 Overview Document can be a report or scanned image. GTM provides the option to maintain documents for business objects especially trade transaction and custom shipment. The documents can be either generated in GTM using BI Publisher or uploaded or attached to Business Objects

7 Document Management Activities Generation Storage Validation Upload Review Revision Distribution

8 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 8

9 Document Determination - OTM Auto Assignment Rule If Transport Mode is VESSEL-CO, assign BILL OF LADING 9

10 Document Determination - OTM Documents get determined once rule conditions are met Shipment meets Rule Condition Document Determined 10

11 Document Determination - GTM Compliance Rule If ORG is USA 11

12 Document Determination - GTM Compliance Rule assign US Commercial Invoice as well as Text Template, Reviewers and Subscribers 12

13 Document Determination - GTM Compliance Rule Trade Transaction ORG is USA Document Determined once condition is met 13

14 Document Determination - GTM Compliance Rule is only for Trade Transactions and Customs Shipment How about other GTM business objects? 14

15 Document Determination - GTM Auto Assignment Rule If Remark CERTIFICATE_REQUIRED exists, Certificate is required 15

16 Document Content BI Publisher Reports User Uploaded Files 16

17 Document Validation To ensure data quality in a document, Validation can be done before document generation Document Validation is via Validation Rules Document will only be generated once all validation rules have passed 17

18 Document Validation Custom Commercial Invoice Validation HS must exist and must be

19 Document Review Document can be reviewed by a list of responsible reviewers Document Finalization can be controlled, e.g. when all reviewers approved the document 19

20 Document Revision Every version of document can be kept 20

21 Document Distribution , Print and Queue, etc 21

22 Document Storage Database Schema Content Management System Packing List OTM/GTM Schema Bill of Lading Certificate Of Origin Content Management System 22

23 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 23

24 Document Upload Business Case: Original Scanned Copies of Rate Offerings have to be maintained and easily retrieved in OTM 24

25 Document Upload Out of Box: No Action/Smart Link to Upload and View Document No indication of document uploaded 25

26 Document Upload Solution 1: To allow Uploading Document via Action 26

27 Document Upload Solution 1: To allow Uploading Document via Action Insert Additional Records to below tables ACTION_DEF ACTION_DEF_STATE Define new Action and add Action to Screen Set 27

28 Document Upload Solution 2: To allow viewing documents via Smart Links 28

29 Document Upload Solution 2: To allow viewing documents via Smart Links XML Modification 29

30 Document Upload Solution 3 Image of document attachment in Screen Set Agent to set image 30

31 Import Document Management Business Need: Once user approves Freight Forwarder s Import Request, Instruction needs to be sent to Forwarder via Solution: Once User approves the import activity, generate the document Agent to pick up relevant Freight Forwarder s from Involved Party on Transaction, and send the document via 31

32 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 32

33 Wish List Auto Assignment Rule to cover more GTM content 33

34 Wish List Compliance Rule Saved Query to cover Trade Transaction Saved Query doesn t work for Trade Transaction Header even if For Transaction Line check box is unchecked 34

35 Agenda Overview Document Management in OTM and GTM Implementation Tips and Tricks Wish List Summary 35

36 Summary Document is the lifeblood of Transportation and Trade Compliance business OTM and GTM have similar yet different approaches to support Document Management Business Requirements that out-of-box feature doesn t support may be achievable by additional set up during implementation 36