Adding a new equipment check-in template

  1. Click Select Facility and select Enterprise.
  2. Select Configuration > Multi-Facil Equip Check-In Template to open the YMS Equipment Check-In Template page.
  3. Click New.
  4. Specify this information:
    Facility
    Select a facility from the list.
    Template Name
    Specify a name for the template.
    Equipment Type
    Select the type of equipment.
    Current State
    Select the current state of the equipment. These values are valid:
    • Empty
    • Inbound Material
    • Outbound Material
    • Stored Material
    • Partially Loaded Outbound Material
    Manufacturer
    Specify the name of the manufacturer.
    Manufacturer Date
    Select the manufacturer date from the calendar.
    Release Number
    Specify a release number if available.
    Load Number
    Specify a load number if available.
    From External
    Select Yes if the equipment is from an external source. Otherwise, select No.
    Drop Trailer or Live Load
    Select one of these values:
    • Drop Trailer: Select if trailer is to be dropped
    • Live Load: Select if the trailer is a live load
    Inbound Tractor ID
    Specify the ID of the inbound tractor.
    Outbound Tractor ID
    Specify the ID of the outbound tractor.
    Commodity
    Select a commodity from the list.
    Commodity Type
    Select the type of commodity from the list.
  5. Select the Equipment Flow tab.

    The template associated with the equipment flow is selected at gate check-in.

  6. To indicate the equipment flow that is associated with a template, perform one or both actions:
    • Add an equipment flow: Select equipment flow from the Available column and click the arrow in the Available header to move to the Selected column
    • Remove an equipment flow: Select equipment flow from the Selected column and click the arrow in the Selected header to move to the Available column
  7. Select the Transportation/Driver tab, and then specify this information:
    Transportation Mode
    Select the mode of transportation. These values are valid:
    • Rail
    • Air
    • Land
    • Water
    Equipment Carrier
    Select the carrier of the equipment.
    Carrier Group
    Specify the group defined for the carrier.
    Driver Carrier
    Select the carrier of the driver.
    Equipment License
    Specify the license for the equipment.
    Equipment License State
    Specify the equipment license state.
    Country of Origin
    Specify the country of origin.
    Supplier
    Select a supplier from the list.
    Consignee
    Specify a consignee if available.
    Shipping Destination
    Specify the shipping destination.
    Shipping From
    Specify the shipping from location.
    Accounting Entity
    Specify an accounting entity.
    Owner
    Specify an owner.
    Owned
    Select Yes if you own the equipment. Otherwise, select No if the equipment is owned by another company.
    Seal
    Specify the seal numbers if available.
    Post Pin In
    Specify the post pin in for marine containers if available.
    Post Pin Out
    Specify the post pin out for marine containers if available.
    EOD Number
    Specify the end of day number if available.
    Inbound Driver
    Specify the name of the driver.
    Inbound Driver License
    Specify the number of the driver's license.
    Inbound Driver License State
    Specify the state for the driver's license.
    Outbound Driver
    Specify the name of the Outbound driver.
    Outbound Driver License
    Specify the number of the outbound driver's license.
    Outbound Driver License State
    Specify the state for the outbound driver's license.
  8. Select the Weight/Dimensions tab, and specify this information:
    Length
    Specify the default length for this type of equipment.
    Width
    Specify the default width for this type of equipment.
    Height
    Specify the default height for this type of equipment.
    Inbound Weight
    Specify the inbound weight for this type of equipment.
    Inbound Weight UOM
    Select the unit of measure (UOM) for the inbound weight.
    Scale Weight
    Specify the scale weight for this type of equipment.
    Scale Weight UOM
    Select the UOM for the scale weight.
    Outbound Weight
    Specify the outbound weight for this type of equipment.
    Outbound Weight UOM
    Select the UOM for the outbound weight.
    Tare Weight
    Specify the tare weight for this type of equipment.
    Tare Weight UOM
    Select the UOM for the tare weight.
    Special Instructions
    Specify any required special instructions.
    Temperature
    Specify the expected temperature inside the equipment.
    Clean
    Select Yes if you want the equipment cleaned after check in. Otherwise, select No.
  9. Click Save.