Oracle Transportation

Management

Vijay Sai Somisetti

vsomisetti@scoular.com

Chris Payne

chpayne@deloitte.com

A Vessel Shipping Perspective

Agenda

• Overview

• Requirements

• Business Scenarios

• OTM Ocean Freight Capabilities

• OTM Configurations

• Challenges Faced

• Business Needs

• OTM Model

• Design Discussion

• Potential Enhancements

• Future Implementations

Overview

• 122-year-old agricultural commodity trading business

• Global Shipper managing domestic and international freight

• BCO: Serving as Shipper

• NVOCC: Serving as Freight Forwarder (not as Shipper)

• Transportation needs in nearly every market we trade

Requirements Our vessel shipping requirements include and are not limited to:

Matching Purchase

Orders to

Sales Orders

Booking &

Scheduling

Shipping Instructions

Integration Filings for Inbound

& Outbound Shipping

Container Tracking

& Tracing

Transportation

Rates & Charges

Sell rates, jobs, quotes

Business Scenarios

Scenario 1: Trucks – Transload – Drayage – Containers

Transload

Containers Truck 3

Truck 2

Truck 1

Farmer Transloader Drayage

Carrier Ocean Carrier Customer

Truck 4

Container 1

Container 2

Container 3

Vessel from

Port to Port Purchase Orders

from Farmer

Transloading

Containers

Draying

Containers

Container 1

Container 2

Container 3

Customer 1

Customer 2

Sales Orders

to Customers

Business Scenarios Scenario 2: Drayage – Railroads – Containers

Container 1

Ocean Carrier Consignee

Vessel from

Port to Port Drayage from

Shipper

Container 1

Container 2

Container 3

Consignee

Consignee

Container 2

Container 3

Rail from

Ramp

Container 1

Container 2

Container 3

Drayage

Carrier

Rail road

Leg completely managed by Steamship Line

Business Scenario (BCO Process)

OTM

OTM Custom Matching Engine

Booking

Requests Sales Contracts

Booking Confirmations

Purchase Contracts

Vessel

Carriers

Vendors

Customers

Generate Buy Shipment Shipping

Instructions

Pick up

Status In Transit

Status

In Transit

Status

Delivered

Status

Approve Freight Invoice

ERP Freight Payable

Generate Freight Invoice Receive/Match Freight Invoice

Business Scenario (NVOCC Process)

OTM

Booking

Requests

Job

Quote

1. Cost Option 1

2. Cost Option 2

3. Cost Option 3

...

4. Cost Option n

Vessel

Carriers

Buy Shipment(s)

Shipping

Instructions

Pick up

Status

In Transit

Status

In Transit

Status

Delivered

Status

Approve Freight Invoices/Customer Bills

ERP Payable

Generate Freight Invoice/Customer Bill Receive/Match Invoices/Bills

Orders

Booking

Confirmation

Sell Shipment

Receivable

OTM Ocean Freight Capabilities

• Rate management for drayage carriers, truckers

• Non-freight related charge management for transloaders

• Ocean voyage schedule visibility

• XML capability to integrate with external parties

• Support for CustomsInfo feed integration for tariff codes

and denied parties

• Support for US AES filing

• Management for customer sell rates

• Jobs and quote management

OTM Configurations We have configured OTM to do the following:

• Represent booking confirmations as Charter Voyages

• Query ocean carrier rates from third party rate

management systems

• Track truckload shipments

• Interface with external parties to manage booking

requests, shipping instructions, booking confirmations and

container specific status messages

• Integrate Car Location Messages (CLMs) from railroads to

track containers on rail

• Interface with trucking companies and ocean carriers to

receive freight invoices

OTM Configurations We have configured OTM to do the following:

• Interface with Scoular’s ERP

• Receive product classification and restricted party data

from a CustomsInfo feed

• Manage licenses/registrations for policy screening

• Submit AES filings with US CBP for US outbound shipping

• Manage freight invoices for truckers, drayage carriers,

ocean carriers & manage freight bills for shippers

• Manage quotes & jobs for freight forwarding scenario

Challenges Faced The way we expected to make booking requests was

Check Vessel

Schedules

Make Request

for Space

Track Request,

Get Response

Business Needs

• Custom screen to match purchase order with sales

orders and booking confirmations

• No out-of–the box solution for entering shipment

actuals

• Custom application for container swapping between

bookings and contracts

• Customization to create one order release for one

container

OTM Model

• Booking requests = tender offers

• Booking confirmations = charter voyages

• Each sales order = one buy shipment

• All sales orders shipped on single booking = shipment group

• Each container = one order release

• Each container = one ship unit on sales order buy side shipment

• Modeled container status messages = shipment statuses

• Modeled car location messages = shipment statuses

OTM Model

Container Order Release/ Shipment Ship

Unit

Booking Request Tender Offer

Booking Confirmation

Charter Voyage/Shipment

Group

Sales Order Buy Shipment

Design Discussion

Looking for feedback on best practices:

• How are Containers modeled in OTM by other

customers?

• How are Containers tracked on rail and water?

• Is rail-port move a point-to-point shipments?

Potential OTM Enhancements

• Ability to file AMS with US CPB for US Inbound shipping

• Additional support for regulatory filings like Japan 24

• Tracking events support at shipment ship unit level

• Secondary Charges applied at shipment ship unit level

• Ability to make booking requests to Ocean Carriers

• Quote to order release creation by for each container

• Ability to change orders and bookings on containers

• Ability to track shipment managed by multiple carriers

Future Implementations

• South America operations

Thank You Discussion?