Customer Order Template

Note: The Customer Order Template screen has been replaced by the Rapid Order Release screen. The main benefit of this new screen is that it can be configured using Manager Layout functionality.

This option provides a quick and easy way for you to enter orders and obtain a freight quote at the time of order entry. These orders are typically driven by order templates that are specifically designed by logistics planners to facilitate fast order entry.

Use the instructions on this page to create an order and retrieve a freight quote based on the order details. Once you receive a quote that is acceptable, you can submit the order for transportation planning and execution. Your logistics planner can be automatically notified (typically through email) each time you create an order. Once notified, the planner can create a shipment and move it through execution and delivery.

Use the Visibility menu options to check the status of an order or shipment as it is routed to its final destination.

Customer Order for Order Release

This customer order page creates an order base. You can also configure your menu to include a customer order page that creates a standalone order release instead of a base. Add the CUSTOMER_ORDER_RELEASE data-entry URL to any menu to configure this functionality.

Selecting a Template

Select an order base template from the Select a Template field. Either search for a template based on specific selection criteria, or enter the Template ID (if you know it) directly in the field. Click Submit after you find the template you want.

Note: You can also create an order without a template by leaving the Select a Template field blank.

If you choose a template, Oracle Transportation Management automatically completes the fields that were predefined on the template; for example, the Pickup and Delivery Locations and the details of what is being shipped (line item or ship unit list near the bottom of the page). You can change any of the default data that appears.

Order Base Header

Enter an Order Base ID. If you leave this field blank, Oracle Transportation Management generates the ID based on a default business number generator formula.
Use the Date Emphasis field to determine the importance of dates.
If you are using a template, the Ship Date and Delivery Date fields may be pre-populated if the planner completed these fields on the template. If you leave these fields blank, Oracle Transportation Management assumes that the order can be picked up and delivered at any time.
You can accept the default locations (if the order is based on a template), pick different locations, or add new locations using the icons at the end of each Location field.

Entering Units to be Shipped

Use this section of the page to determine the content of the order as packaged items or ship units. If you are using a template, the choice of packaged items vs. ship units is determined by the characteristics of the template design. If you are not using a template, the default is to describe the order using packaged items.

Assigning/Adding an Item

Enter the packaged items that you are ordering.
Enter an item ID.
Enter the number of packaged items you are ordering in the Total Package Count field and/or supply a Total Weight of the packaged item.
Note: If you are using an order template, you can only release up to the maximum Package Count or Weight that was defined on the template for each line item.
Click Save and for each item you entered.

Assigning a Ship Unit

You can only edit or assign new ship units on a customer order if you are using an order template that specified ship units for the order content.

Enter the ship unit count.
Select a transport handling unit from the drop-down list.
Enter the weight per ship unit.
Select a flexible commodity qualifier from the drop-down list.
If you selected a flexible commodity qualifier, enter a commodity code.
Click Save for each of the ship units you entered.

Reference Numbers

Use this section of the page to record reference numbers as additional information.

Involved Parties

Use this section to identify the contacts or locations involved with this order.

Accessorials

You can assign accessorials to an order if you want Oracle Transportation Management to apply the accessorial charges to the rate that is used to calculate shipping costs for the order. The order releases that are created from the order inherit the accessorial assignments so that the appropriate cost calculations can be made during shipment planning.

Remarks

Use this section to record any remarks you may want to keep with the order.

Processing Options

You have the following two options for proceeding with the order.

Get Quote displays the Rate Quote page listing the service providers and corresponding rate information that are compatible with characteristics of the order.
Submit Order creates the order without a rate quote and has Oracle Transportation Management determine which rate to use for the order during shipment planning. Any time you submit an order, Oracle Transportation Management displays a message that the order was successfully created along with the order ID. If you did not supply an order ID, one is provided in the message. You can use this ID to track your order using the Visibility menu options. You can also submit an order with a rate quote that is used during shipment planning.