GE Oil & Gas
Contents
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4. Buy Shipment with Consolidated Cost GE Oil amp Gas OTM Requestor Manual imdSellcShipments with Cost OTM Users Roles Overview REQUESTOR GE REQUESTOR non GE SUPER REQUESTOR APPROVER GE Logistic Execution Centre LEC GE Logistic Execution ADMIN LEC CARRIER ADMINISTRATOR E 56 imagination at work Can create OR s in the system and change it s OR s only Can create JOB s from OR s to be sent in APPROVAL COST Allocation This will create Sell Shipment with cost assigned managed later by LEC Can create OR s in the system and change it s OR s only Can create JOB s from OR s to be sent in APPROVAL COST Allocation This will create Sell Shipment with cost assigned managed later by LEC Can create OR s and change it and also OR s of other reque
5. APPROVER Environment
6. C E Q 3 C id
7. GEOG 16XXX2 GEOG 16XXX4 a ee Se X oe B 8 M GEOG 16XXX5 cox s e Ks co aa mm LE B pr bis UNDO to undo Clicking on any column name OTM EI gEo 200 changes if not yet sorts data in ascending or EH Geoc crp saved descending order based on that O cecce testi o01 I field values E NH WE GEOG JT TEST2 001 1 04 09 2007 19 w 2 Mass Update to apply a change on all m selected lines with a single command __ To change a single field on a single line user can click on that field and enter the value In any case a SAVE should be executed at the end to save the changes imagination at work RS GE Oil amp Gas OTM Requestor User Manual 9 0 OTM Report Portal OTM Report Portal This command provides at any time detailed information about all the possible REQUESTOR objects like e JOBs e Sell Shipments e Buy Shipments providing information about the contents the status of the object who is in charge of the objects in case of JOBs etc These information are always the most updated based on various transaction that can be applied to various objects For each object the user can enter any part of the ID to identify the final object to be analyzed Next screen shows the main screen used to select the objects for which data should be retrieved
8. GE0G 729004 2008 07 24 000006 eee SIE SOLARI SPA SIESOLARI SPA 3570 GE Li GEOG 729004 2008 09 10 000031 pe 2 SIE SOLARI SPA SIESOLARI SPA 3570 NL F GE0G 729004 2008 09 10 000030 INBOUND I SIE SOLARI SPA SIE SOLARI SPA 3570 NL m GEOG 558044 2008 09 11 000001 INBOUND w _ N C M S R L 5582 An N C M S R L 7274 NU m GEOG 729004 2008 07 08 000002 INBOUND IE enu ABI epa QLABI Spa 3670 L BS N Lt Manage Windows to work with a single windows open a Ge0G 100554 2008 07 11 000004 INBOUND a is J a s O new window for each step or keep fix main screen and r Indicator shows the step status L O change working screen only C ofthe related object O E lt P O SEUEETTUmTUETT ET TEO O HILLIARD CO HILLIARD CO 2978 NL CF GE0G 937754 2008 09 10 000001 INBOUND O BRUSH HMA BW 937754 BRUSH HMA B V 2986 NL GEOG 729004 2008 08 01 000033 INBOUND SIE SOLARI x SIE SOLARI SPA 3570 GEOG 729004 2008 07 31 000010 INBOUND O i E LOL SDULOSOSDURUOi INBOUND Replace Current rnm NU pomis Export to export to Excel s INBOUND 2 Always Op en in New Window e S Gcleaniics E INEOUND T Alwan s Open in Same Window Esc E GEOG 93775 2008 09 15 000002 INBOUND BRUSH HMA B V 937754 BRUSH HMA B W 2986 NU Total Execute Query 24 GE Oil amp Gas OTM Requestor User Manual
9. After data are shown they can also be exported to excel file imagination at work 34 f GE Oil amp Gas OTM Requestor User Manual OTM Report Portal BPEL GA VG Order Release Location Manager amp job GE Jobs GE Jobs Approved GE Jobs Not p anaty 815 Desi Itu Change Password Help di Iransportrauorn S rz zi S Management S z hi wy p ti _ E Platform Too s Integrated Logistics Management imagination at work GE Oil amp Gas OTM Requestor 35 User Manual OTM Report Portal BPEL QA VG z Buy Shipment Report Please fill in the Buy Shipment ID and push the Send button Buy Shipment ID Integrated edes Management imagination at work 36 GE Oil amp Gas OTM Requestor User Manual OTM Report Portal JOB w Job Report Please fillinthe Job ID and push the Send button Job ID om Sell Ship t Job Report o Buy Shi JOD ORDER 04616 Job creation date 03 FEB 2009 Job requestor 550 10502 684 Job requestor name ANDREA BARDELLI Job first level approver NOO01 APPROVER 1 VOD first evel approver N04 ADPROVER1 NOO1 APPROVER4 Current approver group Current approver description otatus Need rework from Exec Center Owner Exec Center Job approval history Not available Early pickup Late delivery shipment shipment creation Order release Pus d shipment Type War
10. Selected Page 0 Total 0 E i L LE m GEOG 729004 2008 07 30 000008N GEOG 729004 2008 07 24 000007 GEOG 729004 2008 GEOG 729004 2008 OTM Navigation Smart Links selecting an object and then right mouse click to show the list of all related information direct links For ex Related OR OB or Shipment Related Remarks Related Reference Numbers y ba E Order Release MIXED INBOUND IMEOUND New view Edit Actions Indicator Modify Attempt Delete Attempt GEDG 729004 2008 GEOG 558044 2008 GEOG 729004 2008 GEOG 100554 2008 7 GEOG 100554 2008 GEOG 729004 2008 GEOG 729004 2008 GEOG 937134 2008 GEOG 937134 2008 GEOG 937754 2008 GEOG 729004 2008 GEOG 729004 2008 07 ay 000010 GEOG 517984 2008 08 05 000001 GEOG 100554 2008 07 27 000026 GEOG 100554 2008 07 27 000025 GEOG 100554 2008 07 24 000006 GEOG i00554 2008 07 22 D00005 GEDG 937754 2008 09 15 000002 ibid KE i 44 44 44 OOO IO OA ooo os s GEOG 729004 2003 07 24 000006 Related Buy Shipments Track and Trace View Related Jobs View Related Reference Numbers View Related Remarks INBOUND INBOUND KAL INBOUND INBOUND INBOUND INBOUND 3 Saved Query New Query Refine Query Export Lists eee ka e e a E o Q oj Q O o Q o Execute Query
11. Shipment Sell Buy computed based on ORs information as Transit Time time between Early Pickup Date and Late Delivery Date Pre alert time between Shipment creation and Pickup Date locations distance weight and dimensions Spot if conditions on Order Releases are not compatible with any of the standard predefined cost inside OTM or there is no RATE in the system for the kind of transportation then the cost will be defined as spot cost and cost will be assigned by the Execution Center Please see inside OTM Help option Glossary for more details and drill down on these subject imagination at work 8 j GE Oil amp Gas OTM Requestor User anual Key terms e INBOUND shipment from external location to VG plant e OUTBOUND shipment from internal location to external customer e FARM OUT subcontract work on material from plant to supplier and vice versa imagination at work 9 j GE Oil amp Gas OTM Requestor User anual 2 0 Process and Solution overview GE imagination at work Process Overview Data input Shipment Creation Order Releases Cost Calculation Ship Units amp Approval process Jobs 2 Rating amp Routing Integrated Logistics Management Settlement Shipment 342411313 Jf Shipment Appointments amp status Pick up Delivery Arrival Proof of Delivery Cost confirm Ready to be invoicing imagination at work GE Oil amp Gas OTM Reques
12. Total Net Weight Total Gro l E GEOG 8 437 5FI S 437 5FI Q 15 00 KG 10 00 Kc ES S J E GEOG s 1598 17 8UPP 8 1599 17 5UPP O 1 100 00 Kc 600 00 KG 4 GEOG S 300 12FI 5 300 12FI _ 15 00 KG 600 00 00 00 KG 1 100 00 KG 1 824 00 KG 1 977 00 KG 911 00 KG 21 00 KG 8 300 12FI Q pE iC bint m m 8 1519 1 LI LU le 8 mem 8 1722 6 L1 IE 1722 7 LI Is 443 12FI OR ID structure USERSSO YYYY MM DD xxxxx XXXXX unique progressive number BES 5 EN dii GEOG S 1722 6 LI GEOG E 1722 7 LI GEOG 5 443 12FI GEOG S 2758 1MAS 8 2758 1MAS 1 380 00 KG 1 140 00 KG imagination at work 23 GE Oil amp Gas OTM Requestor User Manual OTM Navigation Welcome GEOG IN REQ USER F2 Message Center 0 0 Er OTM PE Role GEOG GE IN REQUESTOR ITA F2 UN oH BN Replace Current Window Search Criteria Order Release Total Found 24 c Selected Page 0 Total 0 k t D eg Z ID Order Release odify Attempt Delete Attempt Supplier Name Soyfce Location ID De Il E GEOG 729004 2008 07 30 000008 MIXED _ SIE SOLARI SPA 5 SOLARI SPA 3570 NU 5 GE0G 729004 2008 07 24 000007 INBOUND 9 SIE SOLARI SPA Z E SOLARI SPA 3570 NL Li
13. DEC 2008 23 DEC 2008 imagination at work 40 GE Oil amp Gas OTM Requestor User Manual OTM Report Portal Secondary Charge Shipment Buy Shipment Report Please fill in the Buy Shipment ID and push the Send button ORACLE Order Release Location Manager Job GE Jobs GE Jobs Approved GE Jobs Not Approved GE Jobs Refused OTM Report Portal Change Password Help Contacts Buy Shipment ID SERVPROV 100012 Welcome OGVG CBALDUCCI Role OGVG REQUESTOR_VWG Buy shipment Buy shipment type Buy shipment owner Buy shipment owner name Buy shipment status Buy shipment approval status Source location Dest location Pickup appointment Delivery appointment Pickup Delivered Arrived Job ed requestor ORDER 04669 500787639 BPEL DEV VG OTM Report Result rd g i j eP pnalysis amp Design Buy SERVPROV 0100012 SECONDARY CHARGI Shipment Report SECU RE RESOURCES_ACCEPTED ORIGINAL SHIPMENT 0109967 NUOVO PIGNONE Fl RICASOLI ARE GLS2519 FIRENZE MALY m NUOVO PIGNONE MASSA AREA COSM GL 52525 MASSA CARRARA ITALY Job requestor name GRAZIELLA LA SPINA Job first level approver DKO1 APPROVER1 Job first level approver name DK01 APPROVER1 DK01 APPROVER1 Export Home Early pickup Order release date 20090209 000192 10 FEB 2009 Export Home Late delivery date 24 FEB 2009
14. EOG Late Delivery Date imagination at work 28 GE Oil amp Gas OTM Requestor User Manual OTM Navigation Reference Numbers in this section the field Reference Number Qualifier contains a list of additional information that will be added automatically during the process while others are manually added by the Requestor This list of additional information is different object by object Reference Number Reference Number Qualifier C ee MM savel 01 08 2007 CONTRACTUAL DATE E M A ITEM DESCRIPTION TUI ill i Pn 4 T 1102198 JOB NUMBER 439442397 PO Save to save changes on data Delete to delete the corresponding line Edit oni PO SHIPMENT ID to edit the related fields value 01 08 2007 READY TO SHIP DATE imagination at work 29 f GE Oil amp Gas OTM Requestor User Manual OT M N a V g a t O n Underlined values are active fields that if selected enable to open the related object Source Location ID FONDERIE SABIEM SPFA UU UUU 21 Show a list of values to populate the field Communication Metha Field marked as are mandatory for OTM they are not all the mandatory field for the process v to show details of the associated field Involved Party Qualifier those marked with flags fields that if compiled make qualifier mandatory Involved Party Contact O M This icon has 4 functions f find to run
15. Final Buy Shipment has been created GREEN Executed Final Buy Shipment has been tendered Yellow gt Planned Unassign OR deleted from Buy Shipment RED Planned Failed planning error date Location Incoterms etc Buy Shipment WHITE Not Started created Buy Shipment but Tender not yet executed Yellow Tendered Tender executed waiting for carrier answer GREEN Accepted Tender executed and also carrier Accept RED Withdrawn Tender retired from LEC RED No Resources Tender executed but Decline from carrier imagination at work 26 f GE Oil amp Gas OTM Requestor User Manual OTM Navigation Welcome GEOG IN REQ USER F2 Mess jo es OTM r X Role GEOG GE_IN_REQUESTOR_ITA_F2 Version 5 5 Order Manager 1 of 1 New Finished Actions Order Release Ship Unit Line Item Involved Parties Other Attributes Order Release 1p Release Attribute Status 729004 2008 07 30 000008 E Order Base ID 729004 Early Pickup Date Domain Name b0 09 2008 09 16 00 s GEOG Late Delivery Date 30 10 2008 09 16 00 59 Using Edit for an object all Set Loz Unload Points Latest Estimated Delivery Date possible fields are visible and usable subdivided by different tab Source Location Sourcd To move from one tab to the next in Location Destination Location Name SIE SOLARI sea 35 NN SIE SOf there is a specific button or user NONE V NUOVO PIGNONE VIBO Plan From Location un c
16. GE Oil amp Gas Global Supply Chain Oracle Transportation Management Viewer User Manual ah B 7 TIG ation amp j e aQ Integrated Logistics Management imagination at work b Cost Quality Deliver on time imagination at work ecomagination Index 1 0 2 0 5 0 4 0 5 0 6 0 7 0 8 0 9 0 10 0 Acronyms and Key terms Process amp solution overview OTM Navigation Order Release Management 4 1 Manual OR 4 2 Copy OR Job Management Calculation amp Approval 6 1 Premium Planning amp Execution Management Other actions on OR and Job OTM Portal Location management imagination at work 3 f GE Oil amp Gas OTM Requestor User Manual 1 0 Acronyms GE imagination at work Acronyms DOA Delegation of Authority EBS Oracle E Business Suite ERP Enterprise Resource Planning FIR Florence New Units FTL Full Track Load GE General Electric GLS Global Logistic Services GS Global Services IN Inbound ITO Inquiry to Order phase LEC Logistic Execution Center LPN LICENCE PLATE NUMBER comes from ORACLE it is the striker applied on each box externally LT Lead Time LTL Less than Track Load LSP Logistics Provider MRP Manufacturing Resource Planning NP Nuovo Pignone NU New Units VG Vecto Gray imagination at work OB Order Base OBL Order Base Line OAPPL Oracle Application OM Order Management OOG Out of Gauge OR O
17. a dm erc 04 FEB 2009 18 FEB 2009 0109863 SELL 03 FEB 2009 09 FEB 2009 17 FEB 2009 0109863 SELL 03 FEB 2009 imagini 000095 Export Home OTM Report Portal JOB Job Report Job ORDER 04616 Job creation date 03 FEB 2009 Job requestor S50 105027684 Job requestor name ANDREA BARDELLI Job first level approver NOO1 APPROVER1 i level approver ioo4 APPROVER1 NO01 APPROVER1 Current approver group Current approver description Status Need rework from Exec Center Owner Exec Center Job approval history Not available Order relasaan Early pickup Late delivery Shipment Type shipment Shipment creation date date owner date MEUS 04 FEB 2009 18 FEB 2009 0109863 SELL 03 FEB 2009 000092 ict cR 09 FEB 2009 1 FEB 2009 0109863 SELL 03 FEB 2009 Home X lues FN ee A Se H Job Hop creation date Job requesto Job requestor name Job first level approver Job first level approver name Current CurreiStatus Owner ORDER 04616 03 FEB 2009 105027684 ANDREA BARDELLI NOOT1 APPROVERI NOO1 APPROVER1 NOOI1 APPROVERI1 Need rewc Exec Cen ORDER 04616 03 FEB 2009 105027684 ANDREA BARDELLI NOOI APPROVERL NOO1 APPROVER1 NOO1 APPROVERI Need rewc Exec Cer imagination at work 38 GE Oil amp Gas OTM Requestor User Manual OTM Report Portal Sell Shipment Sell Shipment Report Please fill in the Sell Shipment ID and push the Send button Sell Shipment ID Reset Send Sel
18. a search v view to see the detail of the value in the field list to see the complete list of values usable for the field If a character is entered the list is limited to the values starting with that character Also if entering some characters at least 3 shows the list of corresponding element except if the list is too heavy n new to add new value to the list of value of the ILI LJ corresponding field Administrator functionality only nmi a in imagination at work 30 f GE Oil amp Gas OTM Requestor User Manual OTM Navigation Order Manager Order Release Ship Unit ID Uu Flexible Handling Unit Commodity Qualifier 135127 2008 CAGE 08 28 000001 001 Packaged Item ID Total Package Count VTRO02521 When in Edit mode it is required to execute a Save of each single form modified to save changes Where available the Finished command should be used to save amp close the screen differently changed data will not be saved imagination at work GE Oil amp Gas OTM Requestor 31 User Manual OTM Navigation Select All to select all lines SAVE to save data entered modified in the list screen Welcome GEOG BRACALI Message Center Unread 0 Total 0 OTM Version 5 5 Role ADMIN D D x e View Messages Refresh Messages p Orde Relense Total Found 1000 inis PoL ShipRef Total Item Ready To Ship Early Pickup les
19. an click directly on required tab buon 1p m Total Weight Total Volup 21 00 KG OLD UMTR Total Ship Unit Count Total Package Count Total Packaging Unit Count 2 00 2 00 0 00 Reference Numbe Reference Member Reference Number Qualifier savel Ship Unit al Top to go to the beginning of the form imagination at wor 27 GE Oil amp Gas OTM Requestor User Manual OTM Navigation Welcome GEOG IN_ REO USER F2 OTM P a Role GEOG GE IN REQUESTOR_ITA F2 Version J J A Previous 2 of 3 Nent Finished Actions Order Release Ship Unit Line Item Involved Parties l Other Attributes Order Manager j Order Release Ip 729004 2008 07 24 000007 Order Base ID 728004 Early Pickup Date 02 07 2008 16 47 00 sj A specific counter is shown when an EDIT command is used on many selected objects this counter enable to move between other objects via Previous and Next button without the need to exit back and forward each time Late Delivery Date 31 07 2008 16 47 00 i Order Manager Smart Links click on this icon to showa list PREY pocumen Close of direct link to related information The list ar MUR Smart Links will be different based on the object under o es Track and Trace execution m View Related Jobs a View Related Reference Num Help inside View Related Remarks Smart Links 02 07 2008 16 47 00 G
20. bility aie Username and role ransportation T lt r42 ia Q Tools stics Management C B Sportation Manes ir Shipment Tracking Shipment Events Simple Tracker Ask OTM to Change Password Y Hel le ciment amp Distrib show hide utilities command bar Application command bar show user available functions Can be enabled disabled clicking on OTM Help provide detailed information about OTM terms and functionalities ex glossary Icons Provide context sensitive help about the screen in use Got back to the starting screen it is like a Home functionality 19 GE Oil amp Gas OTM Requestor User Manual OTM Navigation It is possible to enter multiple filters to better define the search parameters Please pay attention to all fields in the search screen and in all other tabs Z Welcome GEOG IN REQ USER F2 Gut 6 a OTM L Role GEOG GE_IM REQUESTOR YA F2 LIE eS Version 3 5 Order Release Locations Status a Ship Unit Line Reference Number Qualifier Order Release ID 1 Order Release Order Release Location en Jab Order Visibility ALTERNATIVE ADDRESS BOX NUMBER Begins With Job ID Ship Unit Line Reference Number Value Hd Begins With Z Begins With Modify Attempt Indicator M Begins with Delete Attempt sens war
21. e status of the Release Date objects Same ar Early Pickup Date TE l l ss Sun Mon Tue Wed Thu Fri Sat Late Delivery Date T d H E 4 3 6 7 8 3 10 1i 12 13 14 15 i6 17 18 19 20 21 22 23 24 Insert Time 25 26 27 28 29 30 1 Ll ee NM w To search objects by Imagination at work creation date GE Oil amp Gas OTM Requestor User Manual OTM Navigation Suggestions about search Used to select a Qualifier as search key below the search value can be entered imagination at work Order Release Locations I Status Same As Total Gross Weight ee L ER Total Gross Volume Wow v Total Ship Unit Count OOO ER Order Release Reference Number Qualifier PROJECT Involved Party Qualifier pm Involved Party Contact S lt N Used to search by Involved Party providing the qualifier and below the value ex To find all objects created by a Requestor insert Qualifier gt Logistics Contact gt the Requestor name GE Oil amp Gas OTM Requestor 22 User Manual OTM Navigation Welcome GEOG INREQUESTOR Message Center Unread 1 Total 2 Tr IR i OTM mr Role cEoG IN neutri rrA 2 I ENS aes eee eee Total Found 406 Order Release Pages 123 17 Selected Page 0 Total 0 e P uh Ep T l 110 Order Release Name Indicator Modify Attempt Be ete Attempt Total Gross Weight
22. ify that APPROVAL Flow is correctly executed Provide when required REASON CODE on URGENCY ALTERNATIVE COST etc Manually REFUSE a job to e Change a FIRST LEVEL APPROVER and RESUBMIT a JOB for APPROVAL e Change any detail in any of the associated Order Releases User Manual Requestor s roles Requestor Responsibility are continuation e DELETE RECALL a JOB delete all associated SELL Shipments to allow case below e Change in any details in any Order Release e Cancel the JOB and or DELETE Order Releases e Verify at any time JOB Status and Order Release Transportation details e Verify SELL Shipment and BUY Shipment status e Talk with Execution Center Team to manage transport details amp constrains outside OTM System imagination at work 17 j GE Oil amp Gas OTM Requestor User Manual 3 0 OTM Navigation Change Role 9ullows to change role After the change refresh F5 should be executed OTM Navigation E OTM Oracle Transportation Management Microsoft Internet Explorer E Oe Ye Preferi L2 OTM notification Use browser keys Back and tx Hr pons Geode G Je navigate use AE Welcc ne GEOG IN REQ USER F2 m E o A Center 0 0 Em SAVE your date OTM oc Role EOG GE_IN_REQUESTOR_ITA_F2 e USB N N In creation aea analysis amp Design Order Visibility l GE Buy Shipment Visibility D Y Orders Shipments Visi
23. l Shipment Report Sell shipment sell shipment owner Sell shipment owner name Sell shipment status SHIPMENT APPROVAL APPROVED source location HEG SRL 32561 Source location city MARESCA PT TALY Dest location NUOVO PRNONE FIRENZE 32884 Dest location city FIRENZE ITALY Jeb first level pprover name Job Job requestor Job first level requestor name approver PAOLA P FERRARI Jab GRDER D6410 PACOFE 105705624 Export Hame imagination at work Order release Early pickup Late delivery date date LEONARDO LGI 101l433 2006 12 16 000078 16 DEC 2008 23 DEC 2 08 39 GE Oil amp Gas OTM Requestor User Manual OTM Report Portal BUY Shipment Buy Shipment Report Please fill in the Buy Shipment ID and push the Send button Buy Shipment ID i 3 Buy Shipment Report Buy shipment 0113843 Buy shipment owner Buy shipment owner name Buy shipment status SECURE RESOURCES ACCEPTED Buy shipment approval status SHIPMENT APPROVAL APPROVED Source location H E G SRL 32561 MARESCA ALY Dest location NUOVO PIGNONE FIRENZE 32884 FIRENZE ITALY Pickup appointment l6 DEC 2008 11 10 CET Delivery appointment 23 DEC 2008 11 10 CET Pickups l6 DEC 2008 Delivered Arrived Job Job Job MERIT Job m level Job first Bee Order laces En pickup Lote LE equestor name approver approver name date date Losniioduib PAOFE hie 105705624 LEONARDO LIGGI 101433 2008 12 16 000078 16
24. ol each Job will be submitted to Cost Assignment process OTM will provide standard cost when rates are available or SPOT Cost while the Execution center will provide cost if standard rates are not available the job will be self approved if the transportation cost is less then 2 000 euro otherwise it should be approved from one or more approvers based on their own DOA level Approvals Self Approval for transportation cost less than 2 000 euro Standard transportation with higher cost than 2 000 euro Premium transportation with extra cost urgency approval Logistic Execution Center organization to manage transports during consolidation steps of OR after Job approval process spot quotes generation buy shipment creation tender execution and carrier mgmt extra costs control and creation management Please see inside OTM Help option Glossary for more details and drill down on these subject imagination at work 7 f GE Oil amp Gas OTM Requestor User anual Key terms Sell Shipment a grouping of ORs inside a Job with compatible locations and data in order to compute transportation costs Buy Shipment this is the Transport Request RFT The shipment is a set of goods to be transported by the carrier from a location to another A Shipment contains one or more Order Releases with compatible pickup and delivery date and same source and destination location Cost Calculation this is the transportation cost of the
25. rder Release OTM Oracle Transportation Management OTR Order to Remittance phase OUT Outbound PO Purchase Order PT Premium Transport RC Routing Center RFQ Request for Quotation RFT Request for Transport SC Support Central SO Sales Order SSP5 Self Service Purchasing STD Standard THU Transport Handling Units UI User Interface WF WorkFlow 5 GE Oil amp Gas OTM Requestor User Manual Key terms Order Release it is an order or part of an order for transportation planning and execution Order Release Ship Unit defines how goods will be shipped ex pallet box etc with related details and dimensions Order Release Line Item it is the item list inside a box for transportation of related Ship Unit Premium Transportation this is the transportation cost when a lower alternative price exists Higher price for premium transportation is often due to very tight date for transport Job this object is created by Requestor and it is a group of Order Releases which will be sent to the cost assignment and approval process a Job can group together different ORs with different locations dates and incoterms The job is created for the approval of the transport requests Please see inside OTM Help option Glossary for more details and drill down on these subject imagination at work 6 f GE Oil amp Gas OTM Requestor User anual Key terms Cost Calculation amp Approval Contr
26. s Early Pickup Date Ed Begins With L Same As ER Same As Insert Time Same As Total Gross Weight KEG Y GE Buy Shipment Wisibility Orders Shipments Wisibilit Visibility Shipment Tracking Shipment Events Late Delivery Date Simple Tracker Change Password Help The SEARCH Screen with specific peculiarities has the same layout and functionalities for all users and objects Total Gross Volume wicow ar zi Total Ship Unit Count cw Order Release Reference Number Qualifier Search used to start a search command OTM shows all objects matching the defi ned fi Iters New Lists Actions Export lasved Query Exec New to create a new object related to the search screen in m processing a new OR in this GE Oil amp Gas OTM Requestor User example Manual imagination at work OTM Navigation Suggestions about search Order Release Locations Status PO Number Father PO Begins With L Begins With RDI Ends With Order Release ID Sts nul n Not Mull K P CN One Of c One Of and Not One Of used to not one of E Contains search one or more specific ShipRef Same As objects In such case enter Not Same As different object codes comma ns With w separated Indicator Used to run search by Indicator IINE which shows th
27. stors Can create JOB s from ORIs to be sent in APPROVAL COST Allocation Able to view everything in OTM Can read all JOB s Can approve refuse only JOB s of his her own competence for e Standard COST gt 2000E e Premium Transportation Can access only SS created by COSTING Allocation Process of JOB s can assign SPOT Cost and create manage TENDERIs and create consolidated Buy Shipment to be assigned to CARRIER for Execution Can access only SS created by COSTING Allocation Process of JOB s can assign SPOT Cost and create manage TENDERIs and create consolidated Buy Shipment to be assigned to CARRIER for Execution Able to confirm buy shipment ready to be invoiced Can accept TENDERIs from LEC and update cost and dates uploading POD Delivered action Can access execute only BS of his her own competence IM role for development and set up system Able to view everything in OTM Not able to make action in OTM GE Oil amp Gas OTM Requestor 15 User Manual Requestor s roles Requestor Responsibility are imagination at work 16 j GE Oil amp Gas OTM Requestor Manually create Edit Order Releases with Order transportation request and details Manually create edit LOCATIONs Manually create JOBs to associate one or many Order Releases to a JOB for APPROVAL Process Select an APPROVER in the list of First Level Approver for a JOB Start COST CALCULATION amp APPROVAL for Order Release in a JOB Ver
28. to create a new object to show details of selected objectis to edit information of selected object s Action to execute a specific Action on selected Message Center D 0 E DDES aJ Supplier Name SIE SOLARI SPA SIE SOLARI SPA SIE SOLARI SPA SIE SOLARI SPA SIE SOLARI SPA N C M S R L 558044 SIE SOLARI SPA BALCKE DURR ITALIAN BALCKE DURR ITALIAN SIE SOLARI SPA SIE SOLARI SPA HILLIARD CO HILLIARD CO SIE SOLARI SPA SIE SOLARI SPA ELETTROMECCANICA BALCKE DURR ITALIAN BALCKE DURR ITALIAN BALCKE DURR ITALIAN BALCKE DURR ITALIAN BRUSH HMA B V 937754 BRUSH HMA B V 2986 GE Oil amp Gas OTM Requestor Replace Current Window Search Criteria Source Location ID SIE SOLARI SPA 3570 SIE SOLARI SPA 3570 SIE SOLARI SPA 3570 SIE SOLARI SPA 3570 _ SIE SOLARI SPA 3570 N C M S R L 7274 SIE SOLARI SPA 3570 BALCKE DURR ITALIAN BALCKE DURR ITALIAN SIE SOLARI SPA 3570 SIE SOLARI SPA 3570 HILLIARD CO 2978 HILLIARD CO 2978 BRUSH HMA B V 937754 BRUSH HMA B V 2986 SIE SOLARI SPA 3570 SIE SOLARI SPA 3570 ELETTROMECCANICA BALCKE DURR ITALIAN BALCKE DURR ITALIAN BALCKE DURR ITALIAN BALCKE DURR ITALIAN KSKRSR E ER a keele ELIJE OTM Navigation Indicator and Status Order Releases WHITE New OR created but not the Buy Shipment GREEN Planned
29. tor 11 User Manual Relations between Key Objects in OTM N 1 or 1 1 Object used to indentify approver and allow approval Approval and Costification Process Consolidation and process Costification Process Y N 1 or 1 1 Object used to costify RFT N 1 or 1 1 Tender to carrier imagination at work 12 User Manual GE Oil amp Gas OTM Requestor OTM Data Structure Order Releases Definitions Ship Items JOBs Definitions gt Approver Specific Reason Code e Consolidated Approved amp With Cost Calculated l EN Sell Shipments with Cost Buy Shipment with Consolidated Cost imagination at work 13 GE Oil amp Gas OTM Requestor User Manual OTM Users Relationship JOBs Definitions Order Releases Definitions Ship Items
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