Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
2
Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
3
Overview
• Document can be a report or scanned image.
• GTM provides the option to maintain documents
for business objects especially trade transaction
and custom shipment.
• The documents can be either generated in GTM
using BI Publisher or uploaded or attached to
Business Objects
Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
8
Document Determination - OTM
• Auto Assignment Rule
9
If Transport Mode is VESSEL-CO, assign
BILL OF LADING
• Documents get determined once rule
conditions are met
Document Determination - OTM
10
Shipment meets Rule Condition
Document Determined
Document Determination - GTM
• Compliance Rule
12
… assign US Commercial Invoice as well as Text
Template, Reviewers and Subscribers
Document Determination - GTM
• Compliance Rule
13
Document Determined once condition is met
Trade Transaction ORG is USA
Document Determination - GTM
• Compliance Rule is only for Trade
Transactions and Customs Shipment
• How about other GTM business objects?
14
Document Determination - GTM
• Auto Assignment Rule
15
If Remark CERTIFICATE_REQUIRED
exists, Certificate is required
Document Validation
• To ensure data quality in a document,
Validation can be done before document
generation
• Document Validation is via Validation
Rules
• Document will only be generated once all
validation rules have passed
17
Document Review
• Document can be reviewed by a list of
responsible reviewers
• Document Finalization can be controlled,
e.g. when all reviewers approved the
document
19
• Database Schema
• Content Management System
Document Storage
22
Packing List
Bill ofLading
CertificateOf Origin
OTM/GTM Schema
Content Management System
Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
23
Document Upload
• Business Case:
– Original Scanned Copies of Rate Offerings
have to be maintained and easily retrieved in
OTM
24
Document Upload
• Out of Box:
– No Action/Smart Link to Upload and View
Document
– No indication of document uploaded
25
Document Upload
• Solution 1:
– To allow Uploading Document via Action
• Insert Additional Records to below tables
– ACTION_DEF
– ACTION_DEF_STATE
• Define new Action and add Action to Screen Set
27
Import Document Management
• Business Need: – Once user approves Freight Forwarder’s Import
Request, Instruction needs to be sent to Forwarder via Email
• Solution:– Once User approves the import activity, generate the
document
– Agent to pick up relevant Freight Forwarder’s email from Involved Party on Transaction, and send the document via email
31
Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
32
Wish List
• Compliance Rule Saved Query to cover
Trade Transaction
34
Saved Query doesn’t work for Trade Transaction Header even if “For Transaction Line” check box is unchecked
Agenda
• Overview
• Document Management in OTM and GTM
• Implementation Tips and Tricks
• Wish List
• Summary
35
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