How Order Management Integrates with Transportation Management

An integration between Order Management and Oracle Transportation Management can include more than one Oracle solution, such as Oracle Global Trade Management, Oracle Inventory Management, and so on.

For example, here's how an integration with trade compliance works.

1. Define Party and Classify Product. A Compliance Manager uses the administrative interface in Global Trade Management to set up the party that identifies the customer and to classify the item.

2. Create Sales Order. An Order Entry Specialist creates a sales order in the Order Management work area. The sales order references the customer and item that the Compliance Manager created.

3. Screen Party for Compliance, Screen for Export Control, and Determine License.

   

   Note

   • Inventory Management sends a screening request through Integration Cloud Service to Global Trade Management. You can also set up Order Management to do trade compliance screening before submitting the sales order, and you can use Inventory Management to screen during shipping.

   • Global Trade Management screens the party for trade compliance according to request details that you set up in Inventory Management. For example, you can request to screen shipment lines on a specific step during the fulfillment process according to your business requirements, such as after fulfillment staged fulfillment lines but hasn't shipped them. Global Trade Management can also screen the transaction for export controls, and can screen the party and transaction for licensing.

   • Global Trade Management sends screening results through Integration Cloud Service to Inventory Management.

4. Orchestrate Order. Order Management orchestrates fulfillment for the sales order, including creating a shipment request in Shipping.

5. Fulfill Order. Transportation Management receives a transportation management request for the fulfillment line from Order Management, acknowledges the request, and converts it to an order release.

   • Transportation Management also creates a transportation planning order.

   • Transportation Management examines the supply chain, creates an optimal transportation shipment for one or more fulfillment lines, creates a transportation plan, then creates and sends a shipment request to Oracle Shipping.

   • Transportation Management can create different types of direct or consolidated shipments, including single origin truckload, single destination truckload, multistop truckload, less than truckload (LTL), parcel, ocean, rail, and so on.

   The Order Management work area updates the screening status on the Order page during orchestration. It also updates the transportation planning order and orchestration process number on the Fulfillment Lines tab, and it updates the status of the orchestration plan on the Orchestration Process tab with the details it receives from Transportation Management.

   

6. Pick and Pack. Oracle Shipping picks and packs the sales order in the warehouse.

7. Create Export Documents. Optional. If the flow includes Global Trade Management, then it creates export documents, if necessary, and also creates the Shipment Trade Transaction. As an option, it can also screen for compliance according to how you set it up for screening during order fulfillment, and then send screening results and reason to Shipping.

8. Send Tender to Carrier. Oracle Transportation Management creates and sends the tender to carrier. If necessary, Global Trade Management declares the export.

9. Ship Item. Oracle Shipping ships the item and sends the shipment advice to Order Management and Transportation Management. The customer receives and acknowledges receipt, then Transportation Management sends shipment delivery confirmation to Order Management. Order Management sends the fulfillment line to Oracle Accounts Receivable for invoicing, then sets the fulfillment line status to Closed.