About this Course

Code TPD81896GC10
Duration 4 Days

This intensive, hands-on OTM 6.3 Core Competence training covers a wide range of topics in 4 days, and is based on Oracle Transportation Management release 6.3.1. Expert Oracle University instructors will help you develop a deep understanding of the core functional components of OTM.Learn To:Describe the Oracle Transportation Management and Global Trade Management product options.Find what you need in OTM.Understand how to customize OTM pages.Enter data to model sample business process.Create an order and release an order in OTM.Create buy shipments from orders.Execute buy shipments.Enter buy shipment tracking events.Review order movements.Review network routing.Optionally, review OTM log files.Optionally, review how to upload data to OTM via CSV files.Optionally, review use of ground schedules and trip templates.Benefits to YouYou'll walk away from this course with a deeper understanding of the core functionality of Oracle Transportation Management. By building this new expertise, you can quickly get up and running on OTM at your facility.End-to-end Shipment WorkflowYou'll learn what data is required to build direct, multi-stop and multi-leg buy shipments via actions and bulk planning. Start by entering data for locations, calendars, carriers (service providers) and other data required for entering purchase orders and order releaeses. You'll then learn how to create rate structures for the transport modes of truckload, less-than-truckload and ocean and then plan buy shipments for these modes. See how a service provider accepts or declines tenders and enters buy shipment tracking events once a shipment is in transit.More Details about this CourseThis course is taught from the buy shipment perspective. It does not cover the process from the perspective of a service provider, and sell shipments are not covered. Furthermore, since OTM is such a large product, this class only covers the basic capabilities; other than shipment planning, it does not cover the additional product options available for purchase.Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • Understand the transport process of your companyBasic knowledge of transportation and logistics processes

Delegates will learn how to

  • Tender/book and accept a buy shipment as a service provider
  • Retrieve and explain status information on a buy shipment
  • Basic troubleshooting
  • Distinguish and describe the components of OTM
  • Enter data to model sample business processes
  • Enter fundamental data elements to build a buy shipment, including service providers and rates
  • Create an order and release an order in OTM
  • Create buy shipments from orders
  • Enter buy shipment tracking events


Introduction and Basic OTM Concepts

  • Course Overview
  • Reviewing OTM Terminology
  • Navigating OTM
  • Adding and Retrieving OTM Data
  • Setting OTM Preferences
  • Customizing OTM

Scenario 1: Creating Orders and Planning Shipments in OTM

  • Managing Orders in OTM
  • Viewing OTM Statuses
  • Planning Shipments
  • Manually Modifying Shipments
  • Tendering Shipments
  • Entering Shipment Tracking Events
  • Understanding Visibility for Orders and Shipments

Scenario 2: Configuring OTM to Build and Tender a Multi-stop Shipment

  • Creating Locations, Corportations, Calendars, and Contacts
  • Creating Commodities and Items
  • Creating Equipment Groups and Equipment Group Profiles
  • Creating Service Providers and Configuration Contact Notification
  • Configuring Automation Agents
  • Configuring Rate Distance, Rate Service, Rate Offerings, and Rate Records for Truckload and LTL
  • Creating Itineraries
  • Creating and Releasing Order Bases and Bulk Planning the Order Releases

Scenario 3: Building a Multi-leg Shipment

  • Viewing Staged Data (Items, Equipment Groups, Service Providers and Truckload Rates)
  • Creating Rate Offerings and Rate Records for Vessel
  • Defining Accessorials and Special Services
  • Querying for Truckload and Vessel Rates
  • Creating a Multi-leg Itinerary
  • Configuring Auto Assignment Rules
  • Creating Order Releases
  • Planning a Multi-leg Shipment and Viewing Order Movements

Appendix A: Viewing OTM Log Files

Appendix B: Importing and Exporting Static Data via CSV

Appendix C1: Configuring Pre-scheduled Milk Runs

Appendix C2: Creating Trip Templates

Appendix C3: Working with Templates

4 Days


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

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The course is available on 1 different dates.

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