Customer Templates

Use the Customer Manager (accessed via Brokerage and Forwarding > Customer Management > Customer) to automatically add an order template to a transaction based on the customer involved in the transaction. Each domain can have its own set of customers. To have a customer associated to an order, it needs to be assigned to an order as an involved party. The default involved party qualifier is actually OrderOwner and not customer. The Customer defined in the interface needs to be listed on the order as the OrderOwner for a match to be made and the template to be applied. The default can be changed with an order property.

When a customer is assigned, Oracle Transportation Management checks to see if there are any active templates associated with the customer that match the order. If so, the fields designated on the customer template are applied based on how the Template Copy Type field is set.

Entering Templates

1. Enter a Template. This is an order release with a template type of Customer.
2. Select the Active check box to make it valid immediately.
3. Click Save.