[krishna.kk]

Hi ,

How do we creat a client in OTM 5.5 .

How do we creat a Client Purchase order manually in OTM

Regards,
Kishore

[bmj_23]

Kishore,

What do you mean client ? There is no such entity really defined in OTM. What documentation have you seen that would suggest otherwise ?

There is the concept of a customer and a buyer (in relation to the freight forwarding functionality within OTM), and there is also the concept of a domain which provides seperation of data in the database and is commonly used in 3PL environments to do that, but please clarify your question.

In terms of creating a PO, that would be Order Management - Purchase Order - Order Base - New. However, you will need a lot of other base data defined before you can sucessfully create that in the application.

Good luck.

[krishna.kk]

Hi Bmj,

Thanks for your mail .

In OTM can we creat a Purchase order related to particular customer .

Please clarify on the customer and buyer aswell.

I suppose a Customer is created as Domain in OTM .

Apprecite if can forward me any documents related to the role of customer and buyer .
kittu_kishore@rediffmail.com

[bmj_23]

Krishna,

1. When you create an order base (the underlying entity behind a Purchase Order) there are two ways in which you relate that to a kind of "customer". The first is the destination location of the order and the second is some kind of involved party (e.g BILL-TO, or one that you can create for your own purposes).

2. The "customer" does indeed use the concept of a domain - although it has more information related to it than a domain does".

3. The "buyer" uses, I think, the location entity - although it has a lot less information than a location related to it.

4. The customer and buyer are used in the freight forwarding module when you create bookings in the freight forwarding module, they are not used elsewhere in the standard OTM application.

If you yourself are starting out in OTM and the client you are working with is asking you to produce some documentation on this, I would strongly suggest that you both consider employing an experienced OTM consultant for a short period of time to help you on the design for what you are trying to achieve.

[krishna.kk]

How do we record the status/history of the purchase order .

1) if the purchase order is for 100 and later modified to 50 .

2)If the purchase order is cancelled how do we mantain the status of the purchase is cancelled in the history .

3)How do we identify purchase order for which no action has been taken for a period of time.

[bmj_23]

1. Depends - maybe order base events.
2. Probably an order base status type and status value
3. Order Base milestone template

There are lots of different ways of achieving these things. Are you answering an RFP ?

[krishna.kk]

Hi .

Can any one please send me if you have any material related to events .



Rgds,
kishore

[bmj_23]

Kishore,

Are you still looking for help on the OTM event functionality ? Have you got the details of what you are looking for ? If so, please post on here and I am sure someone can help..

[krishna.kk]

HI BMJ,

I got the below Answer

Customized Agent Events are triggered in the body of an Automation Agent with the "Raise Event" Action. We have used these Agent Events to link different types of Agents in OTM v4.5.

[krishna.kk]

How do we maintain history for the bookings cancelled and If costs are captured against a booking, how do we invoice