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Process Overview India (Freight- Out)

Picklist Commercial
Invoice Payment to
Creation
JDE

Creation Vendor

Manual / Optimized Shipment End to end data


plan Creation Visibility capture

Update Update Freight Freight Acknowledge


TMS

Shipment Vehicle Vehicle Invoice


Shipment Delivered Settlement Payment
Creation Arrives Departs Creation
Details Quantities
Transporter service
level tracking Automated Freight
Transporter

Settlement Process
Vehicle Invoice with Least Manual
Vehicle intervention
Requirement Confirmation
Placement
Communication Submit
POD
Newspage

GRN
Creation
Shortage / Damage
Quantities capture
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Freight-Out ( Dispatch Process)
JDE/ Dispatch Team Not part of current scope

At locations, where picklist


is not mandatory in JDE,
this will be a dummy step

Sales Truck is SO
Picklist Truck arrives at Invoice
Order loaded/SO Update
Creation Factory/DC Print
Creation Confirmation

Shipment status,
truck details &
Transporter selection time is updated
by OTM

Unplanned Update quantity


Gate- In Gate- Out
OTM

Order Planned Order in shipment in


Order Creation Entry Entry
Optimization OTM
Creation

Timeslot Planning

Transporter
Transporter

Tender sent to
accepts Tender in
Transporters
OTM
Freight-Out (Receiving Process Without Newspage)
Customer/Distributor

Truck Proof of delivery Driver delivers


Truck is
reaches (POD) handed over the POD to
unloaded
destination to driver Transporter
OTM

Email is triggered
Auto-Invoice is
to DB with Qty Shipment is closed
created
details
Transporter

This activity can be done by Transporter This activity can be done by Transporter
transporter/RB/DC/DB transporter/RB/DC/DB uploads POD in
confirms delivery in
depending on countrys depending on countrys
OTM OTM
process process

Transporter enters
shortage/damage quantity
manually in OTM
Freight-Out (Receiving Process With Newspage)
Customer/
Distributor

Truck Proof of delivery Driver delivers


Truck is the POD to
reaches (POD) handed over
unloaded Transporter
destination to driver
Newspage

Proof of delivery
Stock Received in
(POD) printed from
Newspage
Newspage
OTM

Auto-Invoice is
Shipment is closed
created
Transporter

Transporter
uploads POD in
OTM
Freight-Out (Finance)
Payment Payment
Accrual entry Voucher created Completion in
JDE

in JDE in JDE JDE


Supply

Rectify This process can be


contract/shipment used to add adhoc costs
RB

in OTM for shipments as well.


Finance

Is Information
Contract/Shipment on invoice
RB

approved. correct?
YES

NO

Invoice Payment details


OTM

Auto-Invoice OTM Invoice is Invoice rejected


approved updated in OTM
is created updated with Remarks
Invoice
If Invoice is not approved by Finance in
XX days, it will get auto-approved if POD
is uploaded in OTM
Transporter

NO
Transporter Transporter prints
Transporter Is YES Transporter can
consolidates the OTM generated
reviews the Invoice view updated
Invoices & invoice/own
Invoice OK? payment details
approves invoice
Other Assumptions
One shipment can not contain information for more than one truck
Contract types
Per Truck Basis
Per KG Basis
Per Case Basis
Per KG per KM Basis
Taxes Currently out of scope
Module for Adhoc vehicle requests for lanes/transporters which are not part of contract
is out of scope
These configurations currently cover only road freight
Reverse Logistics from MT/CSD/Distributor to CFA will not be handled in OTM and will
be taken care of separately
There will be no connections between WMS and OTM. No data exchange will take
place between these systems.
Rate Masters are created by Supply team in OTM & approved by Finance team.
Accruals are currently managed by via report. There is no interface for accruals
between JDE & OTM.
No Integration with BASE or any other financial system.

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Architecture Current & Future State
OTM rbESB (Mulesoft) Newspage

Existing
JDE
Konnect
WIP

To-Be

There is no timeline/funding defined for this transition yet.


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Back - Up

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Process Overview India (Freight- In)

ST GRN Payment to
JDE

ST Creation
confirmatio Creation Vendor
nn

Dispatch Plan
SNP

Higher contract
Creation Shipment compliance 3-Way Matching
Optimized plan
Creation Visibility

Update Performa
Shipment Vehicle Vehicle Shipment Freight
OTM

Shipment Invoice
creation Assignment Departs Delivered Settlement
Details Creation

Transporter service
level tracking
Transporter

End to end
data capture to
Vehicle Vehicle
Requirement Invoice drive analytics
Placement Confirmation
Communication

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