Project Details

This page is accessed via Sourcing > Bid Creation > Project. Then click the Project Details tab.

To allow Oracle Transportation Sourcing to support the use of multiple transport modes, the transport mode specified on the rate record template is ignored. Instead, the transport modes listed in the mode profile ID on the constraint set are used. If different constraint sets are specified on the project and bid round, the constraint set ID on the bid round is used.

Note: The mode profile on the constraint set must include the transport mode specified on the rate record template. If not, you see the following error message when saving the project: "The transport mode on your Rate Offering does not match the mode profile on your Constraint Set.".

The transport mode listed on the lane summary specified on the Project tab determines what options are shown on the Project Details tab. The options vary for each transport mode and are listed separately below:

Adding Details for LTL Shipments

1. Enter a Rate Record Template ID.

   Note: The rate record template specified on the CRT configuration ID must match the rate record template specified on the project. Oracle Transportation Sourcing performs a check when the bid round is saved.

2. Click Finished.

Note: When you click Finished to create a new project, the first bid round is automatically created for you. The bid round ID is the project ID with a -1 at the end.

Adding Details for Truckload (TL) Shipments

1. Select a Define Carrier Capacity option:
   1. Shipment Count is the default. Select this option if you want the carriers to specify how much of the demand they will bid on using a count of the total number of shipments.
   2. Shipment Percentage: Select this option if you want carriers to specify how much of the demand they will bid on as a percentage of the total shipment demand.
2. Enter a Rate Record Template ID.
3. Enter Equipment Conversion Factor information:
   1. Select an ID from the Equipment Group ID drop-down list.
   2. Enter a value in the Conversion Factor field.
   3. Click Save. You can add additional equipment.
4. Click Finished.

Adding Details for Ocean Shipments

1. Select a Define Carrier Capacity option.
2. Enter a Rate Record Template ID.
3. Click Finished.

Filtering of Available Rate Record Template IDs

Creating a New Project

If you create a new project and click the f or l buttons to search for a rate record template, the list of possible Oracle Transportation Sourcing rate record templates is limited based on the following:

• For a rate to be considered a sourcing rate record template, the Template check box must be selected on the rate offering.
• Combination of constraint set ID and mode profile ID as follows:
• • If no constraint set is specified on the project, all sourcing rate record templates are listed.
  • If a constraint set is specified on the project, but no mode profile ID is specified on the constraint set, then all sourcing rate record templates are listed.
  • If constraint set is specified on the project and a mode profile ID is specified on the constraint set, then only sourcing rate record templates with the transport modes listed in the mode profile ID are listed.

More About Equipment Conversion Factor

The conversion factor is a multiplier used to account for non-standard length containers for which a premium is charged. In most cases, your conversion factors will either be a multiplier of the volume or the weight of the equipment.

For example, your project may include the following equipment groups:

• 53ft dry van - If 53ft is the equipment group that you want carriers to use, then enter a conversion factor of 1.
• 48ft dry van - If you want a conversion factor based on volume, then enter 1.12 since the volume of a 53ft dry van is 1.12 times that of a 48ft dry van. As a result, any carrier submitting a bid using a 48ft dry van will be penalized for use of this non-standard equipment.
• 40ft dry van - If you want a conversion factor based on volume, then enter 1.12 since the volume of a 53ft dry van is 1.33 times that of a 48ft dry van. As a result, any carrier submitting a bid using a 40ft dry van will be penalized for use of this non-standard equipment.