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BUSINESS MODELING

Locations
A Location is any fixed point on the earth which is of
interest, e.g.

Plants
Distribution Centres
Suppliers and Customers
Air and Sea Ports

OTM needs to know the Lat/Long of a location to


estimate distances between locations.
OTM can look up Lat/Long if it is given city, state or
province or postal code.

Corporations
A OTM Corporation is used to group Locations
together:
Every location in GC3 must belong to a Corporation
A Corporation can have any number of locations

For example:
CORPORATION
The General Store, Inc.

LOCATION
The General Store
Los Angeles, CA

LOCATION
The General Store
Santa Monica, CA

LOCATION
The General Store
San Diego, CA

Calendars
Used to specify when activities can or cant be
performed. E.g. Permitted loading time at a location.
Two Types of Calendars in OTM
Cyclical
Loop for Set time interval (usually 1 or 7 day)
Annual
Sequential for a year

Contacts
OTM can provide automatic notifications to anyone involved
in transportation.
The main methods used are:
Email
Fax
Message Centre
You give each communication method a rank, so if a
contact has several communication methods available, GC3
will choose the one with the highest rank that is available.
Expected response times can also be set.
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Material Manager Terminology


An item in OTM represents the product or goods being
shipped.
Items are grouped into commodities a group of items with
common characteristics. In other words, they are items that
can be transported in the same way e.g. they all use the
same transport equipment and temperature control.
Items can be packaged in one or more ways as packaged
items.
A transport handling unit is a platform that helps goods
handling, e.g. a pallet
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Items and Commodities - Relationship

COMMODITY
Snack Food

ITEM
Pretzels

ITEM
Peanuts

ITEM
Chocolate
Cookies

ITEM
Crackers

Items Packaging Ex 1 Cans


Cans

Packaged Item

THU = Pallet

Relationship of Material Manager Data

MATERIAL MANAGER

ITEM

COMMODITY

Commodity
NMFC
STCC
HTS
SITC

Temperature Control
Mode Profile
Equipment Group Profile
Commodity Incompatibilities

PACKAGED ITEM
Packaging Unit
Package Weight/Volume
Inner Pack Packaging Unit
Packaging Unit/Transport
Handling Unit details

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Equipment Groups
Equipment Groups identify the different kinds of
equipment (such as dry vans, flatbed trucks, container
cars, hoppers, tankers, box cars, and so on) that are
used to transport shipments from one location to
another.

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Equipment Group Profiles


Equipment Group Profiles are a super-group of
equipment sharing a common characteristic, e.g.
length.
They can be assigned to commodities, locations,
rates, itineraries and orders to define what type of
equipment must (or must not) be used.
Equipment Group Profiles are built up from one or
more Equipment Groups.

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Classification of Equipment

EQUIPMENT GROUP PROFILE SET


40' and 45' Equipment

EQUIPMENT GROUP PROFILE


40' Equipment

EQUIPMENT GROUP
40' Trailer

EQUIPMENT GROUP
40' Container

EQUIPMENT GROUP PROFILE


45' Equipment

EQUIPMENT GROUP
45' Trailer

EQUIPMENT GROUP
45' Container

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Equipment Compatibility
Equipment Group Profiles have a compatible check box.
If compatible check box is ticked, then only equipment
from this profile can be used.
If compatible check box is not ticked, then any
equipment, not included in this profile, can be used.
Demo
Asset Management > Equipment Group Management

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Service Providers
Service Provider is a generic term used for any
company that provides transportation or related
services.
When you create a Service Provider a login is created
for them in the SERVPROV domain. This allows them
to view shipments they are responsible for, notify you of
events on those shipments and accept tenders.
OTM can communicate with Service Providers by email,
message centre, or fax. Alternatively, you can
communicate with them by phone, and input the results
into OTM.
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Rates
A rate is the means by which OTM calculates the
expected transportation cost for goods.
Correct configuration of rates is important to ensure
that OTM selects the correct Service Providers and is
needed to enable efficient and correct(!) payment.

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Rates
Rates can accommodate simple or complex formulas and
various attributes to meet just about any industry
practice, such as:

Effective and expiration dates


Freight limitations
Accessorials
Weight, volume, and distance breaks
Commodity pricing
Deficit rating
Base rates and discounts
Minimums and surcharges
Spot bid
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Rates Terminology
GC3 Rates are comprised of four key components:
Rate Distance determines the distance from one location to
another.
Rate Service determines the time required to transport goods
from one location to another.
Rate Offering contains contract level data specific to a
service provider.
Rate Record contains specific costing data from one place to
another.

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Rates structure
Service
Provider
Rate
Offering

Rate
Offering

Rate
Record

Rate
Record

Rate
Record

Rate
Record

Rate
Record

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What are Itineraries?


Itineraries are suggested routing
options in OTM
Can represent simple or complex
transportation routes.
Can be highly specific (location to
location) or general e.g. country to
country.

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Itineraries
Heathrow

Rotterdam

Rotterdam

Harwich

Delft

Swindon

Itineraries

Legs
Basingstoke

Utrecht
Via Channel Tunnel
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Components of an Itinerary
Lane Specifies the originating source and final
destination of an itinerary. It can be as broad as
Country to Country or as specific as Location to
Location. It can also be any combination of these: e.g.
Belgium to Ford Engine Plant Dagenham (Country to
Location).

Leg is the origin and destination of a shipment stage.


An itinerary can one or more legs.

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Example Itinerary
Kobe

PA
LA

Leg 1
Truck move responsibility of Freight Forwarder.
Start anywhere in Japan to Port - Kobe, Japan
Leg 2
Vessel move responsibility of Shipping Line.
Start from Port of Kobe, Japan to Port of LA
Leg 3
Any available mode responsibility of Carrier.
Start from Port of LA to Philadelphia, PA USA
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Why do we need Itineraries?


Itineraries (along with rates) are used to optimize
Optimization involves the automatic selection of
the itinerary which delivers the shipment on-time
for the least cost
Improve Performance
Itineraries are used by rating engine to reduce
number of routings to be rated

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