Infor YMS User Guide

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Welcome
Intended audience
Acronyms
Overview
Features
Real-time inventory visibility
Enterprise level equipment inventory
Site level equipment inventory
Gate management
Inspection
Manual and automated equipment moves
3D yard visibility
Transaction logging and events
Import and Export record data
Enterprise import and export
Facility import and export
Importing record data
Exporting record data
Security
User security
Mobile user security
Integration
Integration data flows
Master data
Inbound data
Outbound data
Trailer management
Requirements
Minimum WMS/ERP BOD integration requirements
Ideal WMS or ERP BOD integration requirements
Complete WMS or ERP BOD integration requirements
Basic user interface navigation
Toolbar
Text messaging
Creating a new message
Select facility
Favorites
Adding a favorite
Removing a favorite
Windows
Navigation
Page flexibility
Enterprise system configuration
Suppliers
Adding a new supplier at the enterprise level
Modifying a supplier record
Deleting a supplier record
Duplicating a supplier record
Carriers
Adding a new carrier at the enterprise level
Modifying an existing carrier record
Deleting an existing carrier record
Duplicating an existing carrier record
Equipment flow
Adding a new equipment flow at the enterprise level
Modify an existing equipment flow record
Deleting an existing equipment flow record
Duplicating an existing equipment flow record
Equipment types
Adding a new equipment type at the enterprise level
Modifying an equipment type record
Deleting an equipment type record
Duplicating an enterprise type record
Equipment status codes
Adding a new equipment status at the enterprise level
Modifying an equipment status code record
Deleting an equipment status code record
Duplicating an equipment status code record
Adding a new external status code map at the enterprise level
Multi-Facil Equip Check-In Template
Adding a new equipment check-in template
Modifying an equipment check-in template
Deleting an equipment check-in template
Duplicating an equipment check-in template
External status code map
Modifying an external status code map record
Deleting an external status code map record
Duplicating an external status code map record
Location types
Adding a new location type at the enterprise level
Modify a location type record
Deleting a location type record
Duplicating a location type record
Reason codes
Adding a new reason code at the enterprise level
Modifying a reason code record
Deleting a reason code record
Duplicating a reason code record
Commodity group
Adding a new commodity group at the enterprise level
Modifying a commodity group record
Deleting a commodity group record
Duplicating a commodity group record
Alerts and Events
Adding a new alert or event
Making an alert inactive
Using Clear Being Processed button
Modifying an existing alert and event record
Deleting an existing record
Duplicating an alert or event
Inspection
Adding a new inspection question
Modifying an inspection question record
Deleting an inspection question record
Duplicating an inspection question record
Driver question
Adding a new driver question
Deleting an existing driver question
Checkout Paperwork Configuration
Adding a new checkout paperwork
Import Date Format
Adding a new import date format at the enterprise level
Modifying an import date format record
Deleting an import date format record
Duplicating an import date format record
Units of Measure
Adding a new unit of measure at the enterprise level
Modifying a unit of measure record
Deleting a unit of measure record
Duplicating a unit of measure record
Enterprise Administration
Imports
Viewing import details
Deleting an import record
Facility Management
Adding a new facility at the enterprise level
Modifying a facility record
Duplicating a facility record
Scheduled Tasks
Adding scheduled tasks at the enterprise level
Modifying a scheduled task record
Duplicating a scheduled task record
Printer Management
Adding a new printer management at the enterprise level
Modifying a printer management record
Deleting a printer management record
Duplicating a printer management record
Translations
Adding new translations
Modifying a translation record
Deleting a translation record
Duplicating a translation record
Driver Application Security
Viewing driver application security at the enterprise level
Modifying a driver application security record
Deleting a driver application security record
Duplicating a driver application security record
User Configuration
Editing user data
Adding a favorites page at the facility level
Setting favorites page to open upon startup
Removing favorites page
Group Roles
Adding a new group role at the enterprise level
Group authorizations
Viewing group authorizations
Creating group authorizations
Deleting an authorization
Duplicating an authorization
Modifying a group roles record
Deleting a group roles record
Duplicating a group roles record
Transaction History
Viewing a transaction history log
String Customization
Creating a new customized string
Changing a customized string
Deleting a customized string
Task Role Assign
Assigning a task role
Enterprise Facility Configuration
Multi-facility setup
Adding a multi-facility setup in enterprise level
Inserting a division
Inserting a facility
Facility Management
Adding a new facility at the enterprise level
Modifying a facility record
Duplicating a facility record
Delete Facility
Deleting a facility at the enterprise level
Copy Facility
Copying a facility at the enterprise level
Copy Facility Log
Requesting the copy of a facility at the enterprise level
Deleting a copy facility log
Enterprise Multi-Facility Inventory
Equipment Inventory Inquiry
Adding new equipment inventory at the enterprise level
Modifying an equipment inventory record
Deleting an equipment inventory record
Duplicating an equipment inventory record
Relocating equipment inventory records
Additional Equipment Inventory
Adding a new additional equipment inventory at the enterprise level
Modifying an additional equipment record
Deleting an additional equipment record
Duplicating an additional equipment record
Enterprise Reports
Viewing an enterprise report
Printing a report
Drop Trailer report
Empty Trailer report
Gate Check-In report
Gate Check-Out report
Spotter Moves report
Live Load report
Equipment Age report
Data view email report
Interfaced Data – facility level
Inbound Order
Editing an inbound order
Inbound Shipment
Editing an inbound shipment
Outbound Shipment
Editing an outbound shipment
Facility Carrier
Adding an enterprise carrier to the facility carrier list
Removing a carrier from the facility carrier list
Appointments
Adding a new appointment at the facility level
Modifying an appointment record
Deleting an appointment record
Duplicating an appointment record
Appointment Slots
Creating an appointment slot
Suppliers
Adding a new supplier at the enterprise level
Modifying a supplier record
Deleting a supplier record
Duplicating a supplier record
Equipment Inventory
Modifying equipment inventory at the facility level
Relocating equipment inventory records
Dock Doors or Loading Platforms
Adding a new loading platform at the facility level
Modifying a loading platform record
Deleting a loading platform record
Duplicating a loading platform record
Commodity
Adding a new commodity at the facility level
Modifying a commodity record
Deleting a commodity record
Duplicating a commodity record
Weight/Scale
Adding a weight scale at the facility level
Modifying a weight record
Deleting a weight record
Duplicating a weight record
Configuration – facility level
Yards
Creating Yards
Location and Zones
Adding a new location or zone at the facility level
Modifying a location record
Deleting a location record
Duplicating a location record
Drawing Objects
Adding drawing objects at the facility level
Modifying a drawing object record
Deleting a drawing object record
Duplicating a drawing object record
Visual Yard Shift
Creating a visual yard shift at the facility level
Deleting a visual yard shift record
Equipment Check-in Template
Adding a facility equipment check-in template
Modifying a facility equipment check-in template
Deleting a facility equipment check-in template
Duplicating a facility equipment check-in template
Task Management
Creating a new task management rule
Deleting a task management rule
Duplicating a task management rule
Task Priority and Aging
Creating a task aging
Modifying a task aging
Deleting a task aging
Duplicating a task aging
Equipment Request Selection
Rule setup examples
Creating a new equipment request selection
Executing an equipment request selection
Deleting an equipment request selection
Duplicating an equipment request selection
Administration – facility level
Imports
Viewing import detail
Modifying an import record
Deleting an import record
Facility Management
Modifying a facility record
Printer Management
Adding a new printer management at the enterprise level
Modifying a printer record
Deleting a printer record
Duplicating a printer record
Scheduled Tasks
Adding scheduled tasks at the facility level
Modifying a scheduled task record
Duplicating a scheduled task record
Execution – facility level
Gate Check In
Performing gate check-in
Driver Mobile Check In
Generating code for driver check in at the facility level
Door Open / Door Close
Changing equipment status
Gate Check Out
Checking out equipment at the facility level
Batch Check Out
Checking out multiple equipment ID records
Clearing selected equipment
Removing selected equipment
Equipment Inventory
Modify an existing record
Relocating equipment inventory records
Additional Equipment Inventory
Adding a new additional equipment inventory at the facility level
Modifying an additional equipment record
Deleting an additional equipment record
Duplicating an additional equipment record
Inspection Results
Viewing inspection results at the facility level
Changing the equipment flow for the inspection result
Deleting an inspection result record
Tasks
Adding a new task at the facility level
Modifying a facility task record
Duplicating a facility task record
Equipment Requests
Creating a move task at the facility level
Modifying an equipment request
Batch Move
Moving multiple equipment ID records
Clearing selected equipment
Removing selected equipment
Task Inspection Completion
Completing an inspection task at the facility level
Held Inventory
Modifying held inventory equipment status
Yard Check
Adding a yard check at the facility level
Modifying a yard check record
Deleting a yard check record
Duplicating a yard check record
Alerts and Events
Adding a new alert or event
Modifying an existing alert and event record
Duplicating an alert or event
Yard Tools
Visual Yard
Using the Visual Yard map
Visual Yard map
Using the map view
Generating a move in the Yard View
Filter template
Visual Yard Filter
Understanding the filter template
Adding a new visual yard template
Deleting a visual yard filter template
Duplicating a visual yard filter template
Loading a visual yard filter template
Visual Slot Management
Appointment Calendar
Navigating to the appointment calendar
RFID Maintenance
RFID Registration
Adding a new RFID registration at the facility level
Modifying an RFID registration record
Deleting an RFID registration record
Duplicating an RFID registration record
RFID Scan
Using the options on the RFID Scan page
Driver mobile application
Driver mobile application
Yard Jockey Mobile Application
Task Lists
Completing an inspection task
Completing a move task
Queries
Performing a query
Creating a new task from a query
Creating an equipment move task
Changing equipment status at a door
Performing gate check-in
Checking out equipment at the facility level
Creating an equipment request
Reports – Facility level
Viewing a facility report
Printing a report
Drop Trailer report
Empty Trailer report
Gate Check-In report
Gate Check-Out report
Spotter Moves report
Live Load report
Trailer Age report
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