Contract and Rate Management

Commitment Allocation Usage

This page is accessed via Contract and Rate Management > Contract Management > Commitment Allocation Usage.

This page displays the Commitment Allocation Usage statistics for a particular Commitment Allocation and a particular time period.  For example, for a Commitment Allocation set up as monthly, the corresponding Commitment Allocation Usage record shows the statistics for a particular month.

Note: You can also view the allocations with a report. There is a report in the Report Manager that displays the actual versus planned capacities. The Current Allocation Standings report allows you to search based on Order Release. The Overall Allocation Standings report allows you to search based on Origin and Destination and Commitment Lane Type of Order or Shipment. You can also run an allocation report from the Order Release Constraints tab. This report automatically uses the Order Release as its parameter and displays the current commitment allocation standings for order-centric lanes. Based on the information in the report, the planner may want to add a Service Provider ID to force Oracle Transportation Management to select the carrier for this order.

Adding a Commitment Allocation Usage

This page shows details from the Commitment Allocation record.   It also shows the usage statistics for this particular time period, including:.

  • Enter a Commitment Allocation Usage ID.
  • Enter a Commitment Allocation ID. You can base the allocations on shipment information or order information using the Commitment Lane Object Type field. When defining Planned Allocations based on Order, you need to designate a shipment as the primary shipment using the Primary check box on the Itinerary Leg. More information on this field and how it affects allocations is available. If this field is set to SHIPMENT, then the commitment allocation is considered by the planning engine if the Plan Shipments with Carrier Commitment parameter is TRUE.
  • Select a Domain Name for the Commitment Allocation Usage. You may store the allocation usage within your own domain, or any domain you have access to. All available domains appear in the drop-down list.
  • Select the Active checkbox if you wish 
  • Enter the Start Date and End Date for the Commitment allocation usage being recorded.
  • If you select an option from the Per drop-down list, you can define the time period to create a recurring commitment. If you leave this list blank, then you have defined a non-recurring commitment and the Recurring check box must not be selected. If you select WEEKLY for this field, then the effective date and expiration date must be a Sunday and a Saturday, respectively.
  • Enter a lane ID.
  • Total Planned Count for all the shipments during this time period for which this Commitment Allocation applies (including shipments for the Service Providers in the Service Providers grid, and for other Service Providers not in the grid).  For example, for a monthly FEU Commitment Allocation for a particular lane, this would be the FEU count for all the shipments planned during that month on that lane.
  • Total Finalized Count for all the shipments for which this Commitment Allocation applies, and for which the count has been finalized.
  • The Allocation Group ID field shows the Allocation Group if one was used.
  • The Minimum Shipment Weight, Maximum Shipment Weight, Ship Unit Count, and Equipment Group ID fields are defined on the Commitment Allocation record for this Commitment Allocation Usage.

Service Providers

  1. Service Provider/Location ID uniquely identifies the service provider. You may want to include the name of the service provider in the Service Provider ID so that it can be identified elsewhere.
  2. Enter the Rate Offering ID.
  3. Active: If the checkbox is set to false, then any of the Rate Offering/Rate Record of the Service Provider will not be considered for rating. By default, the checkbox is set to true for all the existing, and the new service providers.
  4. The Contract Percentage which is defined on the Commitment Allocation for each service provider.
  5. The Override Percentage which is defined using the Override Allocation action for this particular time period (for example if you decided to use a different percentage for February).
  6. The Planned Count for all the shipments during this time period for this Service Provider for which this Commitment Allocation applies.
  7. The Planned Percentage computed by dividing the Planned Count by the Total Planned Count.
  8. The Finalized Count for all the shipments during this time period for this Service Provider for which this Commitment Allocation applies, and for which the count has been finalized 
  9. The Finalized Percentage computed by dividing the Finalized Count by the Total Finalized Count.

    Note: the Planned Percentage and the Finalized Percentage may not sum to 100% because some of the shipments may have been assigned to the listed Service Providers. An agent Action UPDATE ACTUAL COMMITMENT AND ALLOCATION will update the finalized counts.

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