enterprise standard solutions - otm / gtm cloud and paas
TRANSCRIPT
Enterprise Standard Solutions!OTM / GTM Cloud and PaaS
Enterprise Standard Solutions - Scope
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
Enterprise Scope – Order Management
OTM
Order Management
ERPDelivery
ERPVariables
• Shippingcondi<on• Deliverytype• Incoterm• …
OTMOrderRelease
StepsNOTDrivenbyLocalMD
• DatesManipula<on• CommodityManagement(material/deliverylinelevel):
• DangerousGoods• Temperature
StepsDrivenbyLocalMD
• InvolvedPar<esassignmentandno<fica<on
• Specificprocesses(transporta<oncondi<ons,autoplanning)
• OrderPre-checks• PlanningGroupassignment
OTMOrderReleasereadytobeplanned
KeyPoints
• LocalSeSngsforGlobalProcess• Combina<onofglobalandlocalinforma<on
DeliveryCREATION/UPDATE/CANCELInterface
Enterprise Scope – Operational Planning
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
Operational Planning
Opera<onalPlanningAlgorithm
DetermineOrder(s)forShipmentPlanning FindI<neraries BundleOrders CalculateShipmentCostFindI<neraries ConsolidateShipmentsBuildShipmentsDirect/Mul<Stop/Mul<Leg ContainerOp<misa<onOp<miseBestEquipment
Opera<onalPlanning
Configura<on
ContractandRateManagement Regions ServiceProviderManager PlanningParameterSetsI<neraryManagement LogicConfigura<onEquipmentManagement ShipUnitSpecifica<onsCalendars ShipmentPlanning
Transporta<onNetworkAnalysisDirectShipmentsMul<StopShipmentsXDOCKMul<LegShipmentsPoolConsolida<onDeconsolida<onPoolOrderBundlingRules
SHIPMENTRouteSelec<on LoadPlanningTransportModeSelec<on ShipmentCost ShipmentCostCalcula<on CarrierDetermina<on
KeyPoints
• Whatplanningalgorithmsarerequired?• Theplanningconfigura<onwillresultfromthat
Operational Planning – What the client tells us…
Delivery
• Mul<StopDelivery
Delivery
• Direct
Operational Planning – What we found out!
• XDOCK
Delivery
Delivery
Delivery
Delivery
• Mul<Leg
Delivery
• Mul<StopviaXDOCK
KeyPoints
• Ratesaremorethantariffs• NetworkanalysisisbasisforPlanningconfigura<on
Enterprise Scope – Shipment Management
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
Shipment Management
Shipmentcrea<onTriggers
• AssignInvolvedPar<es• AssignShipmentReferenceValues
• Ass i gn ERP requ i reda\ributes
• DGCompa<bilityChecks
AutoApproveERPShipmentDocument
SecureResources
ShipmentPlanningReview
Approvalprocess
ShipmentdocumentCREATIONInterface
Crea;on
ShipmentTender
ShipmentManualPostPlanning
SecureResources CarrierTender
TenderInterface
SecureResourcesAccepted/Decline
TenderResponseInterface KeyPoints
• Localprocessessa<sfiedbyglobalworkflow• NOHardcoding
Enterprise Scope – Shipment Execution
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
Shipment Execution
ERPPicking/GoodIssuemessage
OTMShipmentStatuschange
OTMOrderquan<tyupdate
OTMShipmentquan<tyupdate
OTMShipmentcost
recalcula<on
CarrierNo<fica<on
FinancialProcess
Picking/GoodIssueInterface
TenderModifica<on
Whenmessageisreceivedforallorders
Basedonfinancialprocesstriggers
OTMUserEntry
Carriercommunica<on
(EDI/UI)
OTMShipmentStatuschange:PICKEDUP
OTMShipmentStatuschange:INTRANSIT
OTMShipmentStatuschange:
DELAYED
OTMShipmentStatuschange:DELIVERED
FinancialProcess
OTMOrderquan<tyupdateforvariance
ERPquan;tyupdate
Basedonfinancialprocesstriggers
PODInterfaceCarrier-OTM
PODInterfaceOTM-ERP
InvolvedPar<esno<fica<on
FromERP FromCarrier/User
KeyPoints
• Sameinforma<on-differentresults• Globalworkflowvslocalrequirements
Enterprise Scope - Financials
DeliveryInterface
ShipmentInterface
TenderOfferPickup
No<fica<on
TenderAcceptance
PickingGoodsIssue
POD
ShipmentCostDocumentCrea<on
ShipmentCostDocumentUpdate
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
Financials
Invoicecrea<onTriggers
• GoodIssue• ProofofDelivery• …
OTMInvoice
OTMVoucher
OTMAlloca<on
• Alloca<onRules:• Weight• Volume• Pallet
• Alloca<onBasis:• Order• OrderLine
ERPCostDocument
OTMDisputeManagementProcessOPEN
InvoiceupdateTrigger
• CostclaimedbyCARRIER
• Costclaimedbyinternaluser
ApprovalprocessOTMInvoice OTM
Alloca<onERPCostDocument
OTMVoucherApprovalprocess
• Automa<corManualapprovalbasedonaddi<onalcostamount
• Differentlevelsofapprovalbasedonuserrole
ShipmentcostdocumentCREATION
Interface
Automa<cclosurea_eraspecificamountof
<me
ShipmentcostdocumentUPDATE
Interface
• Newinvoicecreatedlinkedtotheoriginalone
Crea;on
Update
KeyPoints
• Mul<pleapproaches(alloca<onrules,approvallevels,limitsandresponsibili<es–singleprocess
Domain Management
§ One Domain § All global geographies § Core and local workflow § Administration
• VPD • User Roles
§ Core OTM functionality working side by side
TMSPlannerRegion1
TMSPlannerRegion2
TMSPlannerRegion3
TransportCoordinatorRegion1
TransportCoordinatorRegion2
TransportCoordinatorRegion3
OTMMaintenance
FreightPurchasing
CountryManager
CustomerService
OrderManagement
Opera<onalPlanning
ShipmentManagement
ShipmentExecu<on
Financials
OTM
Implementation Choices
§ OTM / GTM First • Flo Cloud accelerators for initial Quick Wins • Shorten time to ROI • Allow validation of Global potential
§ Enterprise Cloud • Global template • Best practice logistics driven solutions • Low cost of ownership using packaged software
Standard Enterprise Solutions
SUMMARY! § Local Settings for Global Process § Combination of global and local information § Network analysis is basis for Planning configuration § NO hardcoding § Global workflow to support local requirements § Single Domain § Implementation: Walk before Run § Flo OTM / GTM Cloud Accelerators § Enterprise Platform as a Service TMS in the Private Cloud
Thank [email protected]! +44 (0) 203 514 1631! [email protected] www.flo-group.com