Oracle Transportation Management Operations Training Course

Course overview

Transportation teams lose control when order releases arrive with incomplete data, routing decisions depend on spreadsheets, carriers receive late tenders, and freight invoices cannot be matched to the shipment actually executed. Oracle Transportation Management (OTM) can standardise these processes, but operational value depends on users who understand how orders, rates, itineraries, shipments, tenders, events, and invoices connect. This course prepares practitioners to operate OTM with the discipline needed to improve service performance, freight-cost control, and exception response.

Participants work through the OTM operational lifecycle, from creating and validating order releases through planning shipments, selecting rates, tendering carriers, monitoring execution events, managing exceptions, and auditing freight payment. They learn to interpret OTM screen sets and saved queries, apply rate and itinerary logic, use bulk planning and action workflows, investigate failed automation, manage shipment modifications, and produce operational reports. The course also examines the operational controls behind master data quality, carrier commitments, access roles, and integration error handling.

Delivery combines instructor-led demonstrations with guided exercises in a configured OTM environment. Each day uses realistic scenarios involving multi-stop shipments, capacity constraints, late carrier responses, appointment changes, accessorial charges, and invoice discrepancies. Participants finish with an OTM Operations Playbook: a practical set of workflow maps, saved-query requirements, exception-handling procedures, KPI definitions, and improvement actions tailored to their operating model. It provides both the attendee and their manager with a usable post-course reference for applying learning on the job.

The course is designed for experienced logistics, transport, and supply chain professionals working with OTM or preparing to take ownership of its day-to-day operation. It is particularly valuable where an organisation is moving from manual transport coordination to controlled, system-led transportation execution.

Course objectives

By the end of this course, participants will be able to:

• Configure and use OTM saved queries, screen sets, and operational dashboards to prioritise transport work
• Create, validate, and amend order releases using OTM order management controls
• Apply rate records, rate offerings, rate preferences, and itineraries to explain shipment-cost and routing decisions
• Run bulk planning and operational actions to build, consolidate, and modify executable shipments
• Execute carrier tendering workflows and manage acceptance, rejection, timeout, and re-tender exceptions
• Monitor shipment status through OTM tracking events, milestones, appointments, and exception management
• Audit freight invoices against shipments, rates, accessorials, and service-provider allocations
• Produce an OTM Operations Playbook containing workflow maps, KPIs, exception procedures, and improvement actions

Benefits of attending

Target competencies

Who should attend

• Transportation Managers — who need controlled planning, tendering, execution, and freight-cost processes across carriers
• OTM Super Users — who support operational teams and resolve day-to-day system and workflow issues
• Logistics Operations Managers — who manage shipment performance, service failures, and carrier escalation
• Transport Planners — who build loads, select carriers, and respond to capacity or routing constraints
• Freight Payment Analysts — who must reconcile invoices, accessorial charges, and shipment financial records
• Supply Chain Systems Analysts — who translate operational requirements into OTM configuration and support procedures

Requirements and prerequisites

Participants should have practical experience in transportation planning, carrier management, freight payment, warehouse-to-transport handoffs, or logistics operations. They should understand core concepts including order releases, shipments, modes, lanes, carriers, service levels, freight rates, accessorials, and delivery milestones. Familiarity with browser-based enterprise applications and spreadsheet analysis is expected. Prior exposure to Oracle Transportation Management is helpful but not mandatory; participants who are new to OTM should first understand their organisation’s transport process and master-data terminology. No programming, database administration, Oracle certification, or prior Oracle Integration Cloud experience is required.

Training methodology

The course uses short instructor-led explanations followed by guided work in Oracle Transportation Management. Participants create order releases, review rate and itinerary outcomes, run planning actions, tender shipments, process tracking events, and reconcile freight invoices against realistic transport scenarios. Case discussions examine operational decisions such as whether to re-tender, re-plan, split a shipment, approve an accessorial, or escalate a carrier failure. Small-group workshops compare control options and KPI measures. On the final day, each participant converts course outputs into a role-specific OTM Operations Playbook and application plan.

Course outline

Day 1: OTM operational foundation and order management

• OTM business objects and the order-to-cash transportation lifecycle
• User roles, domain structure, screen sets, and menu access
• Saved queries, finder criteria, result tabs, and operational work queues
• Order release creation, validation, and lifecycle status management
• Ship unit, packaged item, equipment, and weight-volume data controls
• Locations, contacts, calendars, and time-zone considerations
• Order modifications, releases, cancellations, and audit history

Workshop: Participants create and validate a set of order releases, build saved queries for an operations queue, and document the data defects that would prevent planning.

Day 2: Rates, routes, and shipment planning

• Rate offerings, rate records, rate costs, and rate preferences
• Itineraries, legs, routing constraints, and service-provider assignment
• Equipment groups, equipment preferences, and capacity considerations
• Consolidation logic and multi-stop shipment planning
• Bulk planning parameters and shipment-building actions
• Rate inquiry and cost breakdown analysis
• Shipment modification, unassignment, splitting, and re-planning controls

Workshop: Participants use rate inquiry and bulk planning to create a multi-stop shipment plan, then explain the selected rate, itinerary, equipment, and carrier outcome.

Day 3: Carrier tendering and transportation execution

• Service provider setup and operational carrier attributes
• Tender collaboration methods, tender actions, and communication templates
• Tender acceptance, rejection, withdrawal, and timeout handling
• Re-tender workflows and service-provider selection alternatives
• Shipment stops, appointments, dock scheduling, and stop sequencing
• Driver, equipment, and shipment execution updates
• Operational agent actions and automation failure investigation

Workshop: Participants process a carrier rejection and missed tender response, re-tender the shipment, update appointments, and produce an execution escalation record.

Day 4: Visibility, exceptions, and freight payment control

• Tracking events, status values, milestones, and event reason codes
• Event-driven exception management and operational alert prioritisation
• Late pickup, late delivery, quantity variance, and route-deviation scenarios
• Shipment cost allocation and financial status progression
• Freight invoice creation, matching, and approval workflows
• Accessorial charge review and rate-versus-invoice variance analysis
• Claims, disputes, and audit evidence for carrier performance reviews

Workshop: Participants investigate a late delivery with an accessorial invoice variance, update the shipment record, determine the approval decision, and create a carrier-performance exception summary.

Day 5: Reporting, operational governance, and application planning

• OTM operational KPIs for cost, service, tender, utilisation, and exception performance
• Saved query design for daily control-tower and management views
• Oracle Business Intelligence Publisher report outputs and scheduled delivery
• Data-quality controls for locations, rates, carriers, and order releases
• Integration error queues and handoff procedures for Oracle Integration Cloud support
• Security roles, segregation of duties, and operational audit trails
• OTM Operations Playbook structure and 30-day improvement planning

Workshop: Participants assemble and present an OTM Operations Playbook containing KPI definitions, saved-query requirements, exception procedures, ownership roles, and a 30-day implementation plan.

Tools & standards covered

Oracle Transportation Management, Oracle Business Intelligence Publisher, Oracle Integration Cloud, ANSI X12 EDI

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions