Introduction To OTM

g GE Energy Quality Management System
Introduction to OTM
P&RSQMS OM W3.76
Rev: 1.0
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Introduction to OTM
P&RSQMS OM W3.76
Rev: 1.0
Document Revision Chart
The following chart lists the revisions made to this document tracked by version. Use this to
describe the changes and additions each time this document is re-published. The description
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#.# Section Modified and Revision Description Date Author

Hayden, Matt;
Dalmadi, Katalin;
Kiss, Nra;
1.0 Initial Release 13-AUG-12 Nagy, Patrcia;
Turbucz, Adrienn;
Szabn Sebestnyi,
Eszter
Contents
Approved By: .................................................................................................................................... 1
Document Revision Chart ................................................................................................................ 2
#.# ..................................................................................................................................................... 2
Section Modified and Revision Description .................................................................................... 2
Date .................................................................................................................................................. 2
Author ............................................................................................................................................... 2
Initial Release ................................................................................................................................... 2
1.0 Purpose ....................................................................................................................................... 5
2.0 Scope .......................................................................................................................................... 5
3.0 Definitions and Acronyms.......................................................................................................... 5
3.1 Definitions ............................................................................................................................... 5
3.2 Acronyms ................................................................................................................................ 5

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4.0 Procedure ................................................................................................................................... 6

4.1 Process Maps ......................................................................................................................... 6
4.2 Input Management ................................................................................................................ 7
4.2.1 New Delivery and Payment terms in eBS ...................................................................... 7
4.2.2 CRM changes in eBS........................................................................................................ 9
4.2.4 Payment methods in OTM ............................................................................................ 10
4.2.5 Intarnational and Domestic Order rules in OTM .......................................................... 10
4.2.6 Data mapping between eBS and OTM ......................................................................... 11
4.3 The Generic Layout of OTM ................................................................................................. 11
4.3.1 First steps in OTM .......................................................................................................... 11
4.3.2 The OTM specific terms ................................................................................................. 12
4.4 Order Releases in OTM ......................................................................................................... 13
4.4.1 Order Release Status .................................................................................................... 13
4.4.2 Finding Order Release in OTM ...................................................................................... 14
4.4.3 Error Orders ................................................................................................................... 16
4.5 Initial Plan ............................................................................................................................. 17
4.6 GTM screening and GTM Hold ............................................................................................. 17
4.6.1 GTM Hold ....................................................................................................................... 17
4.6.2 GTM screening ............................................................................................................... 18
4.7 Review Order Release after Packing finished ..................................................................... 20
4.7.1 Verifying Order Release Details .................................................................................... 21
4.7.2 Verifying Ship Unit details ............................................................................................. 24
4.7.3 Verifying Line Details ..................................................................................................... 26
4.7.4 Verifying Constraints details ......................................................................................... 28
4.7.5 Verifying Involved Parties details ................................................................................. 29
4.7.6 Verifying Other Attributes details ................................................................................. 29
4.7.7 Verifying the Remarks ................................................................................................... 30
4.7.7.1 Document distribution set up ................................................................................ 32
4.7.7.2 Remark qualifiers for the DDP and DDU Incoterms ............................................. 33
4.7.8 Mass update on Order Releases................................................................................... 34
4.8 Combining a Shipment ........................................................................................................ 35
4.9 Backorder and eBS changes ............................................................................................... 43
4.9.1 Changing Grouping Attributes ...................................................................................... 43
4.9.2 Changing Other Attributes ............................................................................................ 44
4.9.2.1 Chaging other attributes on Order Release .......................................................... 44
4.9.2.2 Chaging other attributes on already tendered Shipment .................................... 46
4.10 Template Creation ............................................................................................................. 46
4.10.1 Create Service Provider Profile ................................................................................... 47

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4.10.1.1 Adding Service Provider list to the Service Provider Profile ............................... 49
4.10.2 Create a Template....................................................................................................... 50
4.10.3 Applying Template to an Order Release .................................................................... 54
4.11 Final Planning a Shipment ................................................................................................. 55
4.11.1 Final Plan Criteria ........................................................................................................ 55
4.11.2 Final Planning .............................................................................................................. 55
4.11.2.1 Bulk Planning a Shipment .................................................................................... 56
4.11.2.2 Searching back for the Bulk Plan information .................................................... 60
4.11.2.3 Final Plan Failed.................................................................................................... 60
4.11.2.4 Manual Planning a Shipment............................................................................... 61
4.11.2.5 Parcel Shipment ................................................................................................... 64
4.11.2.6 Planning an F-tem Shipment ............................................................................... 64
4.12 No Available Rate in the system ....................................................................................... 67
4.12.1 Edit Service Provider and cost, equipment, transport mode .................................... 68
4.12.1.1 Edit Service Provider and cost ............................................................................. 68
4.12.1.2 Edit Equipment Group .......................................................................................... 70
4.12.1.3 Edit Transport Mode ............................................................................................. 71
4.12.2 Unassign Shipment ..................................................................................................... 72
4.13 Shipping Documents.......................................................................................................... 74
4.13.1 Finding the Shipping documents ............................................................................... 74
4.13.2 Emailing and Printing the Shipping documents ........................................................ 75
4.14 Withdrawing a Tender ....................................................................................................... 76
4.15 VDIR shipments .................................................................................................................. 76
4.16 Service Providers ................................................................................................................ 79
4.17 Shipment information validation ...................................................................................... 80
4.17.1 Shipment Statuses ...................................................................................................... 81
4.17.2 Shipment details ......................................................................................................... 82
4.17.3 Changing cost on a tendered Shipment .................................................................... 84
4.18 Export Release Workbench Changes ................................................................................ 86
4.19 Location Information ......................................................................................................... 87
4.20 Partner Information ........................................................................................................... 89
5.0 Quality Records ........................................................................................................................ 90
6.0 Responsibilities ......................................................................................................................... 90
7.0 References ................................................................................................................................ 90
8.0 Compliance Date ...................................................................................................................... 91

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1.0 Purpose
The purpose of this document is to introduce the International shipment planning process
and actions using the Oracle Transportation Module implemented 13 August 2012, show the
new Customer Relationship management changes to reflect OTM changes, and to
demonstrate the Mass Export Release revenue recognition functionality.
2.0 Scope
This document covers international delivery from the moment delivery is created in eBS
though the planning process in OTM and screening activities in GTM, viewing the final
shipping documents and the revenue recognition action changes in eBS.
3.0 Definitions and Acronyms
3.1 Definitions
Italicized terms have been defined in GEEQMS 3.0 Terms, Definitions and Acronyms. Their
definitions have been repeated here for convenience purposes. In case of conflict GEEQMS 3.0
will take precedence.
3.2 Acronyms
OTM Oracle Transportation Management

GTM Global Trade Compliance Module
ASCP- Advanced Supply Chain Planning
BPEL Business Process Execution Language
DFF Descriptive Flex Field
eBS eBusiness Suite
ECCN Export Control Classification Number
ERP Enterprise Resource Planning
FTA Free Trade Agreement
HS Harmonised System(Used in classifying goods moving International Trade)
HTS - Harmonized Tariff System
GCFS Global Customer Fulfillment Specialist
LC Letter of Credit

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LCoE Logistic Center of Excellence

LPN License Plate Number
LSPO Logistic Service Purchase Order
OA Order Administrator
OM Order Manager
POD Proof of Delivery
POD Point of Delivery
POV Purchase Order Verification
PTS Parts Trade Specialist
SOA Service Oriented Architecture
SLA Service Level Agreement
SSO Single Sign On
SYNCADA - Freight invoice Matching system
TRAX Freight invoice Matching system
VDIR Vendor Direct
WMS Warehouse Management System
4.0 Procedure
4.1 Process Maps
The following process maps demonstrate the communication between eBS/WMS, GTM and
OTM. The frequency of the communication between the two systems is 5 minutes, so all the
information should get updated in every five minutes, pictured below.

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The Order is being progressed based on the step numbers in the process maps, starting with
booking the Order (Step 1: START: Order Booked) and finishing with matching the TRAX
information (Step 43: TRAX match process/carrier payment).
There are separate process maps for Amsterdam, Atlanta, VDIR shipments and Custom
Carrier orders. See the maps in the attached file.
OTM International
Process Maps
4.2 Input Management
4.2.1 New Delivery and Payment terms in eBS
There are two new Delivery Terms, new title transfer and one new Payment term available in
eBS. For more information on Payment terms, Delivery Terms and Title Passage, please refer
to OM W1.25 Payment Term and OM W1.26 Delivery Terms & Title Passage work instructions.
New Delivery Terms: DDP excluding VAT, DDP excluding VAT 2010

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New Title Transfer: As per GE standard terms and condition
New Payment Term: No charge material

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4.2.2 CRM changes in eBS
When loading the CRM with Billing Letter / Open Lines Detail there are two new fields
available. One is OTM Plan Name which is the Shipment ID and the other one is Delivery
Status field where you can see the delivery statuses as Ready for Final Plan, Shipment in
Transit, etc.
For more information on CRM, please refer to OM W3.51 Introduction to CRM work instruction.
4.2.3 Consolidation Workbench Changes
Field Ready for Shipping is showing in eBS in the Consolidation Workbench.

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4.2.4 Payment methods in OTM
Payment methods in OTM are Collect (COL) and Prepaid (PPD) from the Freight Forwarders
perspective. The method is based on the Incoterm of the Order Release. Please find the
attached file with all the Incoterms and their assigned payment method.
Payment Methods
4.2.5 Intarnational and Domestic Order rules in OTM
OTM classifies orders as Domestic vs. International based on the logic below.
Ship Ship Domestic Vs.

Line priority From To International
Standard Priority US
High Priority US US US Domestic
Standard Priority US VDIR
High Priority US VDIR
High Priority US Non US US International
Standard Priority US VDIR
High Priority US Non
US International
Standard Priority US VDIR US
Standard Priority International
High Priority International
Standard Priority International VDIR US US International
High Priority International VDIR
Outage express
High Priority International Non
Standard Priority International VDIR US International
US
Outage express

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High Priority International
Standard Priority International VDIR Non US US International
Outage express
High Priority International Non
Standard Priority International VDIR Non US International
US
Outage express
4.2.6 Data mapping between eBS and OTM
Data mapping
4.3 The Generic Layout of OTM
4.3.1 First steps in OTM
Open the OTM link at: http://otminternal.infra.ge.com

Log in using your SSO and your SSO password.
After Login the OTM home page appears as shown below.

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USER HEADER:
Displays the logged
NAVIGTION in users name& Role. LOGOUT: Logs
MENU: you out of OTM
Displays the HELP: Displays
functions the OTM context.
available to
the user.
Click the symbols to hide or
display navigation menu.
4.3.2 The OTM specific terms
OTM eBS
Constraint OTM Setup to control the applicable service
providers
eBS Alpha ERP
Order Release Delivery at OTM
Plan ID OTM shipment number in ERP
Plan To Location The delivery point till the OTM shipment is planned
Reference Number Qualifier / Remark DFF
Qualifier
Service Provider Freight Forwarder, Carrier
Shipment One or more Deliveries consolidated for physical
pick up / delivery
Ship Unit LPN
Template Profile in TradeSphere
Trip eBS internal reference number for OTM shipment ID

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4.4 Order Releases in OTM
After Booking the Order in eBS and adding Consolidation code, the Delivery number is
created. The Delivery number automatically transfers to OTM and appears as Order Release.
4.4.1 Order Release Status
When an Order Release is created OTM assigns certain status types and status values to it
automatically.
As the Order Release is used for creating shipments and other OTM processes, OTM changes
the status values accordingly.
Meaning of OTM Statuses
Order Release Status Ref Num Qualifier Meaning

PLANNING_NEW PICK_PACK_FLAG = NO Order release reached OTM and waiting for Initial Plan
PLANNING_NEW PICK_PACK_FLAG = YES Order release reached OTM and waiting for Final Plan
PLANNING_UNSCHEDULED PICK_PACK_FLAG = NO Order release reached OTM and waiting for Initial Plan
PLANNING_UNSCHEDULED PICK_PACK_FLAG = YES Order release reached OTM and waiting for Final Plan
PLANNING_PLANNED FINAL PICK_PACK_FLAG = NO Order release reached OTM and Initial Plan completed
PLANNING_PLANNED FINAL PICK_PACK_FLAG = YES Order release reached OTM and Final Plan completed
PLANNING_PLANNED FAILED PICK_PACK_FLAG = NO Order release reached OTM and Initial Plan failed
PLANNING_PLANNED FAILED PICK_PACK_FLAG = YES Order release reached OTM and Final Plan failed
PLANNING_EXECUTED FINAL PICK_PACK_FLAG = YES Order release reached OTM and Tender Accepted
PLANNING_EXECUTED Order release reached OTM and Tender Accepted
PARTIAL PICK_PACK_FLAG = YES (Multi-leg - one leg tendered and accepted)

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4.4.2 Finding Order Release in OTM
To find Order Releases that are Ready for Initial Plan, choose Order
Management Order Release Orders All.
Order Release Finder page comes up, where you can search for either Delivery Number as
Order Release ID, for PTS name for all the deliveries assigned to a specific PTS, for Customer or
for Sales Order, beside others. When simply clicked on Search button without any data given,
all the Order Releases get displayed.

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You can search for more than one Delivery

Number at the same time, by writing in the
numbers seperated by comas and change
Begins With to One of.

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Displaying all the available Order Releases.
Here you can find basic information on the Order Releases ID, GTM status, Source Location
Name (GAUSH03 for Atlanta Warehouse H03 and AMSTERDAM for Amsterdam Warehouse
H02), Destination Location Name, etc.
4.4.3 Error Orders
You can find all the Order Releases that have any error in the error
queue under ERROR ORDERS in the Navigation Menu.
Here you can find all the GTM Hold orders. For the details on the GTM
Hold search for the Order Release ID in the GTM Transaction Menu (see
4.6.1 GTM Hold)
You can also find the all the orders with eBS Holds in the Error queue
as well.
In case of eBS Holds - Advance Release Hold, OA Shipment Hold, CS

ADN Hold or Document Hold the hold has to be added to the Sales
Order before the Delivery reaches the Ready for Final Plan status.
After that the holds do not stop the deliveries to be progressed in OTM.

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4.5 Initial Plan
The Initial Plan is automatically performed for international orders in the background after
the delivery is created. Once Initial Plan is done the Delivery appears on the Warehouse
Control Board for Pick & Pack.
The Order Release Status changes when the Initial Plan had run to PLANNING_PLANNED-
FINAL. As soon as the Initial Plan has run and after the EBS communication has been
completed the system purges the Initial Plan down and the Order Releases status will show:
PLANNING_UNSCHEDULED with a yellow rectangle indicator.
If Initial Plan fails, the status shows: PLANNING_PLANNED-FAILED.
4.6 GTM screening and GTM Hold
4.6.1 GTM Hold
If the Order Realase is on GTM Hold you can go the GTM GTM Transaction menu.
Choose Related Object Type as Order Release and type in the Order Release ID in the
Related Object ID field, then click Search.
Example for GTM Hold on one of the Order Releases.

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Once the Transaction Result window appears scrolling to the right you can see the RPLS
Status (Restricted Party), Sanctioned Territory Status, Product Class Status and Embargo
Status. Here you can confirm why the GTM Hold was applied and turn to the OTM Super User
or Compliance User for help to remove the Hold if possible.
4.6.2 GTM screening
There are cases when the GTM screening has not yet run at the Initial Planning you can run
the screening manually.
First look for the Order Relase ID in the Order Management Order Release Orders
Ready For Final Plan menu. On the Order Release ID Result page the GTM Status is blank
when the screening hasnt run yet.

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To run the GTM screening, check in the box in front of the Order Release ID and click on
Actions.
Choose Business Process Automation GTM

Compliance Screen on Order in the drop down menu.
The Process GTM COMPLIANCE SCREEN ON ORDER initiated window comes up.

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After the screening, the new query for the Order Release ID should show GTM Status not
blank.
4.7 Review Order Release after Packing finished
Once the Delivery is picked, packed and the LPN details are updated
in eBS and are interfaced with OTM, the Delivery is Ready for Final
Plan, and can be found under Order Management Order Release
Orders Ready for Final Plan / VDIR Orders Ready for Final
Plan (for V-DIR shipments) / ERROR ORDERS (for shipments on hold)
NOTE: Packed VDIR deliveries do not appear in the VDIR Orders

Ready for Final Plan queue until the VDIR Team updates the Plan
From Location.
If Combine is needed it should be done in eBS before progressing the Order Release in OTM
(Order Release Status should be either: PLANNING_NEW, PLANNING_PLANNED_FAILED,
PLANNING_UNSCHEDULED), see in 4.8.
The eBS status on these deliveries will show Ready for Final Plan in Export Release workbench
as well.

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Order Release Finder page comes up, where you can search for either Delivery Number as
Order Release ID or for PTS name for all the deliveries assigned to a specific PTS. When simply
clicked on Search button without any data given, all the Order Releases get displayed as
previously seen in 4.4.2.
4.7.1 Verifying Order Release Details
For the Order Release details to appear check in the box for the Order Release ID and click
Edit or click on the Order Release ID hyperlink.
The Order Release Manager page opens up with the Order Release tab displayed. Here you
can check and set up the Early Pickup Date, Late Delivery Date and Plan To Location ID,
beside other details.

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The Standard Date logic for International shipping is:
Early Pickup Date (EPD) = the date the Order Release is republished in OTM after
packing
Late Pickup Date (LPD) = the date the Order Release is republished in OTM after
packing + 1 working day
Early Delivery Date (EDD) = blank
Late Delivery Date (LDD) = the date the Order Release is republished in OTM after
packing + 10 working day
OM can change the dates on each transaction, the dates cannot be in the past, otherwise
Final Plan fails. LDD is the main indicator in OTM for the Service Provider on the required
service level and the shipping method.
Plan To Location ID is the delivery point for the Service Provider, certain delivery terms
require Plan To Location to be filled in. Rules are in the following matrix.
Plan To Location
Matrix

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To add Plan To Location click on the l and choose from the list appearing in the Locations
pop up window then click Finish. You can also Refine Query to find the Location easier.
Please find the current list of airports and seaports attached.
Airports Seaports
Scrolling down still on the Order Release tab several other details are displayed. Such as Total
Weight and Total Ship Unit Count.

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In case of LC payment term:

30 LC CONFIRM 30 day letter of credit confirmed
ST LC CONFIRM Sight letter of credit - confirmed
ST LC UNCONFIRM Sight letter of credit - unconfirmed
You need to add LC number as a Reference Qualifier on the Order Release Tab by choosing
LC in the drop down menu and type in the LC number in the Reference Number field then
click Save.
For more information on LC shipments, please refer to OM W6.23 Letter of Credit work
instruction.
4.7.2 Verifying Ship Unit details
Once back on the Order Release Tab, you can choose the Ship Unit tab for further
information.
Once the Ship Unit Tab appears, click on the Top Pencil for the details to display.

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The Ship Unit details contain Transport Handling Unit which is always Package, the Gross
Weight, Net Weight, as well as the package dimensions, based on the eBS values.

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Still in the Shipment Unit tab, scroll down to Reference Numbers. The LPN entered in eBS is in
OTM as a Reference Qualifier.
Click Cancel to exit the OTM Ship Unit screen.
4.7.3 Verifying Line Details
For the Line details click on the Line Item tab and click on the Top Pencil for the details to
display. The Item Name derived from Packaged Item will match Sales Order line Superceded
by part number in eBS.

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After clicking on the Top Pencil all the details appear. The Packaged Item Description will
match the item in eBS.
Click Cancel to exit the Line Item screen.
For other information appearing on the Ship Unit and Line tab, please check the data matrix
(4.2.6)

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4.7.4 Verifying Constraints details
In the Constraints tab you can give certain conditions for OTM to consider when planning
your Order Release. You can specify your preferences in Transport Mode or Service Provider,
etc.
As for the Buy Fixed Itinerary the following matrix is the guidline to be used.
Itinerary Name Order Release Criteria Remarks

WORLD_TO_WORLD_NO_ International order releases which are User does not have access to order release which
RATE available for initial planning are eligible for initial plan. This is just for FYI.
INTL_CUSTOMER_CARRIER International order releases which are This itinerary directs planning engine to create
_ZERO_COST_ITI_1LEG available for final planning with shipment with $ Zero cost with
payment method COL CUSTOMER_CARRIER as a service provider
SERV_SHOP_NONCUST_CA Service shop order releases which are This itinerary directs planning engine to create
RIER_2_LEG available for final planning with second leg shipment with lowest contract
payment method non-COL available in OTM using NON CUSTOMER_CARRIER
as a service provider. First leg shipment will be
always with lowest contract available in OTM
using NON CUSTOMER_CARRIER as a service
provider.
SERV_SHOP_CUST_CARIER Service shop order releases which are This itinerary directs planning engine to create
_2_LEG available for final planning with second leg shipment with $ Zero cost with
payment method COL CUSTOMER_CARRIER as a service provider. First
leg shipment will be always with lowest contract
available in OTM using NON CUSTOMER_CARRIER
as a service provider.

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4.7.5 Verifying Involved Parties details
On the Involved Parties tab as default you can see such information on the Order as BILL_TO,
SHIP_TO, Exporter, Importer and SHIP_FROM. These information should be populated in OTM
from the eBS settings. Also on this tab, OM can add all the extra involved parties needed, for
example Domestic Consignee, Notify Party or Bank.
To add new Involved Parties, fill in the Involved Party Location field, the Communication
Method and the Involved Party Qualifier fields. Then click Save.
4.7.6 Verifying Other Attributes details
On the Other Attributes tab you can verify information such as Payment Method (See 4.2.4),
Inco Terms and Inco Term Location.

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Inco Terms can be changed only by the OM Super User and OM Compliance User. For Super
Users and Compliance Users: Once the Incoterm is changed the Payment Method has to be
changed in sync with the new Incoterm.
Inco Term Locations is populated automatically, see below matrix.
Incoterm location
defaulting matrix
4.7.7 Verifying the Remarks
You can find, change and add the following information as Remark Qualifier on the Remarks
tab.
SHIPMENT REMARKS
SHIPPING MARKS
CUSTOMER CARRIER
SPECIAL INSTRUCTIONS
CONSTRAINT INSTRUCTIONS

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ALL HEADER
ALL NOTE
FREIGHT CHARGE (Appears as `Freight charge` under Shipping Invoice total and added
to total in a different row. Make sure to only use numbers while stating the cost.)
To add a new Remark Qualifier, choose the right Remark Qualifier ID from the drop down
menu, type in the Remark Text you wish to add then click Save.
To change the Remark Qualifier click on the pencil beside it
Then the Remark appears on the top where you can change the Remark Text and Qualifier ID
then click Save.

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4.7.7.1 Document distribution set up
To get e-mail of the Shipping Documents as well as get them printed in the Warehouses
you need to add e-mail and printing Remarks Qualifiers for the Order Release before Final
Plan.
On the Remarks tab add EMAIL_ORDER_DOC_LIST as a Remark Qualifier ID then choose
Remark Text based on the following matrix then click Save.
Document e-mail
matrix
After the e-mail remark you also have to add the printing for the warehouse except in case
of VDIR shipments.
Choose PRINT_ORDER_DOC_LIST as a Remark Qualifier ID and then choose the Remark Text
based on the matrix below then click Save.
Document Print
Matrix

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Once both of the new Remark Qualifiers are added click on Finished.
4.7.7.2 Remark qualifiers for the DDP and DDU Incoterms
For the DDU and DDP orders there are 4 Remark Qualifiers that needs to be added manually
on the Remarks tab that will later appear on the LSPO and Pickup Delivery Note.

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The 4 Remark Qualifiers are:

TRANSHIP_ALLOWED = Transshipments allowed (yes or no)
VAT_INCLUDED = VAT included (yes or no)
INSURANCE_CERTIFICATE = Insurance certificate needed (yes or no)
DEL_SERVICE_REQUIRED_BEYOND POI = Delivery Service required beyond the Port of
Import (yes or no)
First choose the qualifier in the Remark Qualifier ID field then type in the free text into the
Remark Text field. Click Save than Finished on the top of the page.
4.7.8 Mass update on Order Releases
If you need to update more than one Order Releases that have the same Source and
Destination Location ID then you can mass update the Order Releases.
Select all the Order Release you wish to edit on the Order Release ID result page and click on
Edit.

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You can do the edit on the different Order Relases by clicking Previous / Next on the top of
the window.
When youve edited the Order Releases, click Finished.
4.8 Combining a Shipment
If you need to combine a packed delivery before shipping you can do it before Final Plan.
Order Release Status should be either: PLANNING_NEW, PLANNING_PLANNED_FAILED,
PLANNING_UNSCHEDULED in OTM. Also check if in OTM there is a shipment ID on the Order
Release, in which case you need to Unassign the shipment (4.12.2) before combining.
First go to eBS and login to PS OM PTS/PS User Primary, then open Shipping Transaction
Form and select Lines & LPNs then search for the SO number.

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After query go to the Path by Trip tab and check if the Plan Name is null. If not, then the
delivery is already planned in OTM and you have to unassign it.

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To unassign the deliveries from the Trip go to the Delivery tab, click Actions Unassing from
Trip, then click Go.
Repeat this action with all the deliveries you want to combine. Note this has to be done
delivery by delivery and cannot be executed in 1 batch.
Go back to the Shipping Transaction Query Manager and requery the SO, then click on the
lines/ LPN tab. Here select the LPN lines of all the deliveries you want to combine.
First go to the Delivery tab and check if the Ignore for Planning check box is checked. If not
choose Actions Ignore for Planning then click on Go.
Note: Once a Delivery - that was originally planned for OTM planning - is marked as Ignore
For Planning, eBS will send a Delete signal to OTM so that the corresponding Order Release is
also deleted from OTM. This is to ensure that there are no orphan Order Releases in OTM.

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Check the Deliverys Firm status still on the Delivery tab. If it is Not Firm, you can go ahead
with Unassigning from delivery, if the status is Contents Firm choose on Actions Unfirm
and click Go.

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When the Ignore for Planning is checked then go to the Lines/LPNs tab click Actions
Unassign from delivery for all the deliveries, except for the master delivery, then click on Go.
For this action you can select all the lines and execute the unassign in 1 batch.
Note: If you get the following error, then you have to re-query the Sales Order in Shipping
Transaction Form.
Still on this window select all LPN lines and reassign to master Delivery number. Click on
Actions Assign to delivery, then click on Go. In the pop up window query for the master
delivery number and click OK after selecting it.

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Go back to the Shipping Transaction Query Manager Deliveries and requery for the
master delivery.

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Click on Detail, go into the flex field and validate if the status is Ready for Final Plan. Then
you need to include the master delivery for planning in OTM as on default the Ignore for
Planning is checked in. Choose Include for Plannig in Actions and click GO.

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Requery in Shipping Transaction Query Manager for all the other deliveries that you do not
use in the future, click on Actions Close then click on Go.

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After Closing the Delivery the Status has to change automatically to Closed.
After this action the master delivery will be available in OTM with all the lines youve
combined.
4.9 Backorder and eBS changes
4.9.1 Changing Grouping Attributes
If you would like to change the Grouping Attributes (Ship From, Ship To, Intermediate Ship To,
Customer Freight Term or Ship Method) the Order Release always has to be backordered by
the Warehouse and you need to open a Backorder Request.
First check the Order Release / Shipments Status and choose the actions based on it.
If the Shipment is tendered work with the Warehouse and OM Super User to withdraw
tender.
If the Order Release is Final Planned, but not yet tendered, unassign the shipment and
work with the Warehouse to backorder and open the workflow.
If the Order Release is not yet Final Planned, just open the workflow.
Once the Order Release is backordered make sure to check in Ignore for Planning in eBS
(Step 3 in 4.9.2.2) for the delivery, the Plan ID is unassigned and then you can make the
necessary changes.

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4.9.2 Changing Other Attributes
If you would like to change other attributes than Grouping Attributes, you should check the
Order Release / Shipments Status and choose the actions based on it.
4.9.2.1 Chaging other attributes on Order Release
If the Order Release is Final Planned, but not yet tendered or if the Order Release is not yet
Final Planned you should Unassing the delivery from the Trip in eBS to make the changes.
First go to eBS and login to PS OM PTS/PS User Primary, then open Shipping Transaction
Form and select Lines & LPNs then search for the SO number.

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To unassign the deliveries from the Trip go to the Delivery tab, click Actions Unassing from
Trip, then click Go.
Go back to the Shipping Transaction Query Manager and requery the SO, then click on the
lines/ LPN tab, go to the Delivery tab and check if the Ignore for Planning check box is
checked. If not choose Actions Ignore for Planning then click on Go.

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After you made the necessary changes you should include the delivery for planning. For that
requery the SO in Shipping Transaction and on the Delivery tab choose Actions Include for
Planning and click Go.
4.9.2.2 Chaging other attributes on already tendered Shipment
If the Shipment is tendered work with the Warehouse and OM Super User to withdraw
tender. Once the tender is withdrawn you should follow the same steps as above (4.9.2.1) to
make the changes.
4.10 Template Creation
Templates are a way to save a specific set of shipping information, shipping requirements
which you can apply to any Order Release. It is optional to use templates, you can create as
many templates as you need to fit the various shipping methods and preferences required for
your customers.

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4.10.1 Create Service Provider Profile
First go the the Contract and Rate Management Service Provider Proflies menu and click
New.
In the new window fill in the Service Provider Profile ID and the Service Provider Profile
Name.
Here you can choose whether the Profile you are creating is going to be Compatible (check
the box in) or Non-compatible (check box left blank).

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Example for Compatible Profile
By clicking the Compatible check box you can select a Service Provider or a list of Service
Providers you want to use, and want OTM to consider when planning the shipment.
Example for Non-compatible Profile
If the checkbox is not selected you can build a list of service providers you do not want to
work with.

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4.10.1.1 Adding Service Provider list to the Service Provider Profile
Go to the Service Provider ID field and choose l for the list of Service Providers.
Choose the Service Provider or the Service Providers from the list by checking in the box in
front of the ID then click Finish and Save.
NOTE: For Compatible Service Provider Profile always add NO_RATE as a possible Service
Provider.

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4.10.2 Create a Template
To create the template go to the

Order Management Order
Release Orders Template
menu and there click on New.
In the Order Release Tab you can type in the Order Release ID and Order Release Name, as
you want to save your template, and choose the Release Attribute as CUSTOMIZED
PLANNING PROFILE and the Order Configuration as ONE_TO_ONE.
NOTE: The Order Release ID cannot be longer than 24 characters. It is proposed to use the
initials of your name in the ID to find the Template later. Eg: XY-FFname-Customer-
CountryCode

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For the Template you can add the following information on the different tabs. You can move
from Tab to Tab on the bottom of the page with the button.
Order Release tab:

Plan To Location ID
LC number as Reference Number Qualifier (see 4.7.1)

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Constraints tab:
Buy Service Provider: You can specify one single Service Provider you wish to use.
Buy Service Provider Profile: You can specify a list including or excluding specific
Service Providers.
For the Service Provider Profile now you can load the Profile youve created above in 4.10.1.
Involved Parties Tab:

All the Involved Party Contacts and Locations in the template will be added to the
Order Release

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Other Attributes Tab:

Inco Term Location
Remarks Tab:
SHIPPING MARKS
CUSTOMER CARRIER
SPECIAL INSTRUCTIONS
CONSTRAINT INSTRUCTIONS
EMAIL_ORDER_DOC_LIST (see 4.7.7.1)
PRINT_ORDER_DOC_LIST (see 4.7.7.1)
TRANSHIP_ALLOWED (see 4.7.7.2)
VAT_INCLUDED (see 4.7.7.2)
INSURANCE_CERTIFICATE (see 4.7.7.2)
DEL_SERVICE_REQUIRED_BEYOND_POI (see 4.7.7.2)

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You can choose the remark type in the Remark Qualifier ID drop down menu then add the
free text to the Remark Text.
4.10.3 Applying Template to an Order Release
First open the Order Release in the Order Release Ready for Final Plan queue you want to
use the template for. Then scroll down to the Reference Numbers and select the
CUSTOMIZED PLANNING PROFILE for the Reference Number Qualifier ID and enter the Order
Release Template Name in the Reference Number Field, which has to be an exact match,
then click Save. Click Finished to save the template for the Order Release.
Requery for the Order Release to see the changes driven by the Template on the Order
Release.

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4.11 Final Planning a Shipment
4.11.1 Final Plan Criteria
There are several criteria that the Order Release should meet in order to be eligible for Final
Planning.
The Final Plan cannot be executed if:
POV is NO, there is an Advance Release Hold, OA Shipment Hold, CS AND Hold or
Document Hold.
Also for C and DAF, DAT, DES, DEQ Incoterms the Plan To Location ID field has to be
filled in OTM before the Final Planning.
For E and F term the Domestic Consignee as Involved Party has to be added.
The HS Code and ECCN must be valid and cannot be zero.
Incoterm and Incoterm Location cannot be blank either.
The Early Pickup Date and Late Delivery Date should be filled in, Late Pickup Date
and Late Delivery Date cannot be in the past.
In case of Letter of Credit Customer Payment Term the LC number Reference
Qualifier cannot be blank.
Importer, Exporter, SHIP_TO, SHIP_FROM, BILL_TO Involved Parties cannot be blank.
GTM screen status should be passed.
For VDIR orders the Plan From Location ID cannot be blank.
4.11.2 Final Planning
For every shipment planning you can choose between two options. Either use Bulk Plan for 1
or more than 1 Order Releases to create a Shipment based on the Service Provider contracts
in the system or Manual Plan for planning 1 or more Order Releases by giving the Service
Provider details manually.

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4.11.2.1 Bulk Planning a Shipment
To run the Final Plan as a Bulk Plan go to the Order Release tab, and click Actions
Operational Planning Create Buy Shipment Bulk Plan - Buy.
In case you want to run the Final Plan for more than 1 Order Releases at the same time, after
the searching on the dashboard check in the boxes in front of the Order Releases you want to
run the Final Plan for. Then click Actions Operational Planning Create Buy Shipment
Bulk Plan - Buy.

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Once Bulk Plan Buy is clicked, the Shipment Planning page appears. Select a parameter
from the Parameter Set ID drop-down list. The Default parameter set plans for the next 60
days by Need Date. Then click OK.

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The Bulk Plan Manager page appears. The Status shows Running. Click Refresh until the
Status is COMPLETED.

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Once the Status is COMPLETED you can see the number of Shipments Built. Clicking on the
number you can see the details of the Shipment.
The Shipment details appear in a new pop up window, with the Shipment ID and the Service
Provider ID.
Please see the attached GSL excel file with the avialable Service Providers and their detailed
information.
GSL list

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4.11.2.2 Searching back for the Bulk Plan information
Once you have closed the Bulk Plan Manager you can still find the needed data, using the Bulk
Plan ID to search under Operational Planning Planning Results Shipment Planning.
4.11.2.3 Final Plan Failed
There are cases when Final Plan fail and the Order Releases status changes to
PLANNING_PLANNED FAILED.
Also on the Bulk Plan window indicates the failed Final Plan, when the Status changes to
COMPLETED, but the number Shipments Built is 0.

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If Final Plan failed check the Final Plan Criteria to find the cause.
4.11.2.4 Manual Planning a Shipment
To run the Final Plan as a Manual Plan go to the Order Release tab or check in the box in front
of the Order Release ID or IDs, and click Actions Operational Planning Create Buy
Shipment Manual.

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The Create Manual Shipment window pops up.
Choose the Transport Mode ID from the drop

down menu and copy in the Service Provider ID.
The five Transport Mode that we use:

Air
LTL
Parcel
TL
Vessel - CO

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After filling in those information you also need to give the Estimated Service Time and the
Estimated Cost, after checking with the Service Provider then click OK.
After clicking OK the window refreshes itself with the new information available, such as
Shipment ID, Start Time, which equals Late Pickup Date and End Time, which equals Late
Delivery Date of the Order Release.
To plan more than one Order Releases at the same time with Manual Plan the grouping
attributes have to match on all of them.

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Grouping attributes are:

Source Location / Plan From ID
Destination Location / Plan To Location ID
Inco Terms
Dates
After Final Plan the Order Releases status changes to PLANNING_PLANNED FINAL in OTM.
In eBS the Export Status in Export Release Workbench shows FINAL PLANNED.
4.11.2.5 Parcel Shipment
In case of a Parcel Shipment you should always Manual Plan the Order Release (4.11.2.4)
and choose the Service Provider from the following list, based on which Warehouse you are
shipping from (ATL Atlanta H03, or AMS Amsterdam H02) and which carrier you wish to
ship with:
PARTS_FEDEX_ ATL
PARTS_FEDEX_AMS
PARTS_DHL_ATL
PARTS_DHL_AMS
PARTS_UPS_ATL
In case of a Warehouse Pickup for parcel, you should plan the shipment for Customer
Carrier.
4.11.2.6 Planning an F-tem Shipment
In case of a delivery that has a F Incoterm, the planning procedure is different for Warehouse
pickup and for Non Warehouse pickup.

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For Warehouse pickup (which is the same process as Ex Works) do not fill in the Plan to
Location ID (4.7.1) on the Order Release tab, but you need to include the customers carrier as
Domestic Consignee on the Involved Parties tab.
Also add the carrier to the SO_SHIPPING_MARKS on the Remarks tab, so the Warehouse will
know to whom to hand over the shipment.
After adding all the information needed, use Bulk Plan (4.11.2.1) in order for OTM to plan
Customer Carrier shipment.

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For Non Warehouse Pickup FCA deliveries you need to fill in the Plan To Location ID (4.7.1)
on the Order Release tab with the location we are shipping the goods to.
After filling in the Plan to Location ID, you can add the Service Provider Profile (4.10.1) on the
Constraints tab.

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After adding all the information needed, use Bulk Plan (4.11.2.1) to plan the shipment from the
Warehouse till the Plan To Location.
NOTE: For Agility FCA shipments the shipment should be planned for Customer Carrier
Warehouse pickup as per the agreement with Agility,
4.12 No Available Rate in the system
After Bulk Planning a Shipment (see 4.11.2.1) the Service Provider ID will appear as NO_RATE
if there is no available rate in the system.

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In such cases you can either Edit Service Provider and cost, equipment and transport mode
or Unassign the Shipment and replan it with a Manual Plan (see 4.11.2.4). Also in cases of 2
shipments planned, when it is not indicated by the Order Release, then you have to Unassign
the Shipment and replan with Manual Plan.
4.12.1 Edit Service Provider and cost, equipment, transport mode
4.12.1.1 Edit Service Provider and cost
Once you searched for the Order Release ID, check if the Status is PLANNING_PLANNED-
FINAL.
Then click on the plus sign in front of the ID and choose the Buy Shipments Shipment ID in
the drop down menu.
Once the Shipment window opens choose Action.

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Choose Shipment Management Change

Shipment Provider Edit Service Provider and
Cost from the drop down menu.
The Edit Service Provider and Cost window pops up, where you need to fill in the Service
Provider ID and the Cost after checking with the Service Provider in e-mail field and then click
OK.
Guidline to select Service Providers:
C and D terms select Service Provider approved by the Region
F term ship to customer Freight Forwarder Location US Domestic in case of standard

shipment use FEDEX Freight / in case of premium / emergency shipment use Pilot Air. GSL
numbers can be found 4.11.2.1.

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Then the Shipment Change Service Provider Cost window pops up, with the Service
Provider ID, Transport Mode and Equipment Group then click X to close the window.
4.12.1.2 Edit Equipment Group
To change the Equipment group once back on the

Shipment Window choose Shipment Management
Change Shipment Details Change Equipment
Group in the Actions drop down menu.

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The Change Equipment Group window pops up, where

you can choose the Equipment Group ID then click OK.
The Shipment Change Equipment Group window appears with the new information then
click X to close the window.
4.12.1.3 Edit Transport Mode
To change the Transport Mode once back on the Shipment

Window choose Shipment Management Change
Shipment Details Change Transport Mode in the
Actions drop down menu.

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A new Change Transport Mode pop up window comes up

where you can choose the Transport Mode ID from the drop
down menu then click OK.
The five Transport Mode that we use:

Air
LTL
Parcel
TL
Vessel - CO
The changed details will come up in the pop up window where you can verify the new
Transport Mode then click X to close the window.
4.12.2 Unassign Shipment
To Unassign the Shipment look for the Order Release ID and check if the Status is
PLANNING_PLANED-FINAL then check in the box in front of the Order Release ID and click
Actions.

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From the drop down menu choose Unassign Order Buy.
The Order Unassigned and Order Movements Deleted confirmation window pops up.
Once the unassigning is done the Order Releases status changes back to
PLANNING_UNSCHEDULED and is ready for Manual Plan (4.11.2.4).

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4.13 Shipping Documents
4.13.1 Finding the Shipping documents
The Shipping Documents are available for download in the Navigation Menu, under Parts
Intl Report, listed by name. There you can search for Order Relase ID / Shipment ID and
choose Report Format and Delivery Method.
Documents are also available for Order Releases in the Actions a drop down menu under
Print Documents for the Order Release All menu.

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For Shipments also after query for the Shipment ID in the Actions drop down menu the Print
Documents menu contains the documents.
4.13.2 Emailing and Printing the Shipping documents
Once the Shipment is built you can choose Email Parts Doc to User from the Actions drop
down menu in the Shipment view. The Process EMAIL_PARTS_DOC_TO_USER initiated
window pops up. This will e-mail the previously chosen documents (4.7.7.1) to the user
currently logged in to OTM, not the PTS/OA of the given Shipment.

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NOTE: LSPO and Pickup delivery note will be e-mailed to each and every shipment, no
matter what Remarks Text you have chosen on the Order Release. To decide whether LSPO
and/or Pickup delivery note needs to be sent out to Service Provider please refer to the
document matrix (4.7.7.1).
NOTE: The Warehouses will have their own Action for Printing in OTM, based on the previous
setup by OM (4.7.7.1).
4.14 Withdrawing a Tender
Once the Tender is done by the Warehouse it is either the OM Super Users or the
Warehouses role to Withdraw a Shipment Tender if you want to change the equipment or
the service provider for a shipment after tender acceptence.
The neccesary changes can only be made after withdrawing the tender.
If a Shipment is cancelled the shipment tender must also been withdrawn.
4.15 VDIR shipments
For VDIR shipments the OM needs to start the Tender for the Shipment.
To Tender a Shipment first search for the Shipment ID in the Shipment Management
Shipment Management Shipment Menu.
Type in the Shipment ID then click Search.

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The Buy Shipment Result tab comes up where you can check the Shipments Status. If the
Status is SECURE RESOURCES_NOT STARTED the Tendering has not started yet.
To start the Tender, check in the box in front of the Shipment ID then click on Actions and
choose Secure Resources.

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After choosing Secure Resources the Tender Contact Information window pops up. Here
click Submit to send out the Tender to the Service Providers.
Once the Tender is submitted the Secure Resources window pops up with the following
information then click X to close the window.

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When the Tender is submitted, you can check the Shipments status by searching again on its
Shipment ID. If the status is SECURE RESOURCES_Tendered then the Tendering was
successful.
Tender acceptance is automated for all Service Providers set up for Parts.
In case of the Secure Resource Action failed due to past dates on the Shipment, change the
dates as per 4.17.2 .
4.16 Service Providers
You can find the available Service

Providers list in the Navigation
Menu, under Contract and Rate
Management Service Provider
Manager.

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You can search for Service Provider ID / Name, Corporation ID / Name, beside other values.
The available Service Providers list is supervised and maintained by the Logistics Team.
However the list of Service Providers used by the Parts Team can be checked in the matrix
4.11.2.1.
4.17 Shipment information validation
Once Shipment is created, you can search for it under the Shipment Management
Shipment Management View Shipment Overview by using the Shipment ID.
After clicking Search the Buy Shipment Result page comes up. Here you can verify the Status
and check if the GTM screen has run and if it has passed or failed ( 4.6).

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4.17.1 Shipment Statuses
SECURE RESOURCES_NOT STARTED

Once the delivery is packed, the Final Plan is completed and the Shipment is ready for
tendering, but the Tender didnt start yet.
SECURE RESOURCES_TENDERED
Shipment is tendered and is waiting for Service Provider response (Accept/Reject).
SECURE RESOURCES_TENDER RESPONSE OPEN
Tender response has been received but the tender has not been awarded yet.
SECURE RESOURCES_NO RESPONSE
Tender has started, but received no answer from the Service Providers.
SECURE RESOURCES_ACCEPTED
Tender was closed and accepted by the Service Provider.
SECURE RESOURCES_WITHDRAWN
Tender was accepted by the Service Provider but has been withdrawn later on or
tender was offered to, but not accepted by the Service Provider. Tender was
withdrawn, as in the case of Service Provider not accepting offer within the allotted
time.
SECURE RESOURCES_PICKUP NOTIFICATION
Tender was accepted and the pickup notification has been sent out for the Service
Provider.

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4.17.2 Shipment details
For Shipment details, look for the GTM

passed shipments in Shipment
Management Shipment
Management Shipment.
Opening a Shipment by clicking on the Shipment ID, the Shipment Identification tab opens
up with details such as Shipment dates, Service Provider, Planned Transport Mode as well as
Net and Gross Weight, Net and Gross Volume and Reference Numbers.

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On the Stops Tab, you can see all the stops planned, with planned, estimated arrival dates.
If there is any need of changing the Shipment Dates you can do that on the Stops Tab with
clicking the pencil icon and make the changes on the dates there.
Click Save then requery your Shipment ID to see the changes.

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4.17.3 Changing cost on a tendered Shipment
After giving the estimated cost during manual planning a shipment (4.11.2.4) or during
editing the servcie provider and cost (4.12.1.1), you can change the cost on the already
tendered Shipment once youve received confirmation on the actual cost. To change cost
query on the Shipment ID, check in the box in front of the ID then click Actions.
From the drop down menu choose Shipment Management Change Shipment Costs
Adjust Shipment Costs. The Adjust Shipment Costs window pops up where you should
choose the Adjustment Type from the drop down menu and click on Adjust.
Then you can edit the Shipment Cost and the choose Adjustment Reason from the list (click
l) then click OK.

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You can also add new costs to a shipment by choosing New Shipment Cost in the Adjust
Shipment Costs pop up window.
Then you need to choose the Cost Type, type in the Shipment Cost and the choose
Adjustment Reason from the list (click l) then click OK.

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4.18 Export Release Workbench Changes
There were also some changes in Export Release Workbench. For query you can now use
Plan Name (OTM Shipment ID) and it will show up on the result window as well.
Now you can use Mass Export Release to release more than one delivery at the same time, if
every Export Details are matching, since you can only fill out the details once.

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First select all the deliveries you want to export release. Enter Export details (2nd line) for the
first delivery, then save it and click Mass Export Button - all selected eglibile deliveries will get
"EXPORT RELEASED" and details gets cascaded to other deliveries
NOTE: The Mass Export Release button is active for all statuses, however it only works for the
selected lines that are Ship confirmed.
4.19 Location Information
You can view Location information under Contact Manager Location Manager.

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Once youve searched for the right criterias (Location ID, Location Name, etc) the Location
Result page comes up.
If you click on the needed Location ID for more detailed information, they appear on a new
page, such as the specific adress information, fax and telephone number, etc.

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4.20 Partner Information
You can view Partner information under Contact Manager Contact Manager.
Once youve searched for the right criterias (Contact ID, Company Name, etc) the Contact
Result page comes up.
If you click on the needed Contact ID for more detailed information, they appear on a new
page, such as the specific adress information, fax and telephone number, etc.

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5.0 Quality Records
The following records produced by this procedure are considered Quality Records and shall
be maintained and controlled according to the requirements in GEEQMS 4.2.4 - Record
Control:
All relevant shipping documents are sent and retained at the document retention folder.
6.0 Responsibilities
It is the responsibility of the Global Customer Fulfillment Leaders, Global Customer Fulfillment
Specialists and Strategic Transaction Managers to ensure compliance with this instruction.
The Region Managers or delegate has the authority to approve any revisions to this work
instruction.
7.0 References
OM W1.25 Payment Term

OM W1.26 Delivery Terms & Title Passage
OM W3.51 Introduction to CRM
OM W6.23 Letter of Credit

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8.0 Compliance Date
The following timeline is expected from all organizations within scope:

Plan for implementation in place by 08/13/2012.
Full compliance 08/13/2012.
Title: Introduction to OTM

Reference: P&RSQMS OM W3.76
Revision: 1.0
Application Date: 08. 13. 2012.
Expiration Date: 08. 13. 2015.
Author: Patrcia Nagy
External References: -


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Introduction To OTM

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g GE Energy Quality Management System

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Document Revision Chart

#.# Section Modified and Revision Description Date Author

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4.0 Procedure ................................................................................................................................... 6

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3.0 Definitions and Acronyms

OTM Oracle Transportation Management

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LCoE Logistic Center of Excellence

4.1 Process Maps

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4.2 Input Management

4.2.1 New Delivery and Payment terms in eBS

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New Title Transfer: As per GE standard terms and condition

New Payment Term: No charge material

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4.2.2 CRM changes in eBS

4.2.3 Consolidation Workbench Changes

Field Ready for Shipping is showing in eBS in the Consolidation Workbench.

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4.2.4 Payment methods in OTM

4.2.5 Intarnational and Domestic Order rules in OTM

Ship Ship Domestic Vs.

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Standard Priority International

4.2.6 Data mapping between eBS and OTM

4.3 The Generic Layout of OTM

4.3.1 First steps in OTM

Open the OTM link at: http://otminternal.infra.ge.com

After Login the OTM home page appears as shown below.

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4.3.2 The OTM specific terms

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4.4 Order Releases in OTM

4.4.1 Order Release Status

Meaning of OTM Statuses

Order Release Status Ref Num Qualifier Meaning

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4.4.2 Finding Order Release in OTM

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You can search for more than one Delivery

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Displaying all the available Order Releases.

4.4.3 Error Orders

In case of eBS Holds - Advance Release Hold, OA Shipment Hold, CS

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4.5 Initial Plan

If Initial Plan fails, the status shows: PLANNING_PLANNED-FAILED.

4.6 GTM screening and GTM Hold

4.6.1 GTM Hold

Example for GTM Hold on one of the Order Releases.

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4.6.2 GTM screening

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Choose Business Process Automation GTM

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4.7 Review Order Release after Packing finished

NOTE: Packed VDIR deliveries do not appear in the VDIR Orders

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