When first attempting to login, you might be greeted by the Yoga login page. After clicking on the Login button in the top-right corner, you’ll be taken to a Microsoft SSO page where you’ll fill in the necessary login and authentication information before being routed to your Yoga profile’s default tenant and view.

Capturing a Document

Most packing slips will be captured using the Yoga Connect Intelligent Email Capture or by scanning. Additionally, you may create invoices manually in Yoga. Below are the steps for Yoga’s Manual Capture:

Navigate to the Left-hand Vertical Pane and select the Capture
Select Add Packing Slip and you will be redirected to the Capture Page
Either drag and drop a document image PDF file from your file system into the Drop Zone; or click on the Drop Zone and select a PDF file from your file system.

The image(s) will populate in the initial PDF viewer.
1. If the PDF has multiple pages, you can toggle through the pages below the PDF viewer.
2. Users can also zoom in/out and rotate the image if necessary.
3. Multiple invoices can be added to capture if needed.

You may click the green Add Packing Slip button in the top right of the page

2. If the document is uploaded successfully, you will see the ready status has changed to “Document created.”

Processing a Packing Slip

Once a packing slip has been captured via any of the three methods, it will be sent through OCR (optical character recognition) and the form fields will attempt to be extracted. Once it has gone through OCR, it can usually be found in the Packing Slip Review queue; otherwise, it might be in Packing Slip Error. All Views and their functions are contained in the below table.

(These queues are customizable by tenant)

View	Function/Definition
All Packing Slips	This View shows all documents associated to the Packing Slip document type in the system
Packing Slip Archive	This View shows all documents that have been successfully posted to Infor FSM and IDM
Packing Slip Cancel	This View is where users can route documents that were scanned into the system but are not packing slips needing to be posted to Infor
Packing Slip Duplicate	This View is where users can route duplicate documents that were scanned into the system
Packing Slip Error	This View is where the documents that had issues extracting may be found. RPI is responsible for monitoring this view
Packing Slip Review	This View will be the primary view for all SCM users in Yoga. This is where all packing slips that have stopped in Yoga for review can be found, adjusted, and then posted to Infor
RPI Review	This View is where documents that were unable to be posted to Infor due to technical reasons may be found. RPI is responsible for monitoring this view

Packing Slip Review

This view is where you will do most of your work in Yoga for FSM – Packing Slips. After a document has been captured and sent through OCR, it should end up here. This view contains a searchable and sortable list of slips that are awaiting review.

Clicking on a record in this view will redirect you to the packing slip form. You will need to fill out and/or correct the form with the invoice information so it can be posted to Infor. All required fields to enable routing will be indicated by a * symbol next to the label.

Field (bold = required)	Value (to be entered)
Bill To Name	Bill to Company on Packing Slip
Bill to Address	Bill to Company address on Packing Slip
Ship to Name	Ship to Name on Packing Slip
Ship to Address	Ship to Address on Packing Slip
Shipment Date	Date of shipment on Packing Slip
Customer ID	Customer ID (if available) on Packing Slip
Reference Number	Order Number / Reference Number on Packing Slip
Tracking Number	Tracking Number or ID on Packing Slip
PO	Purchase Order Number on Packing Slip (populates the additional PO data in rollup if valid PO
Legacy PO
PO Code
PO Open Amount
Buyer
PO Vendor
Company	Defaults from PO Master Data selection
Vendor Name	Vendor Name extracted on Packing Slip
Vendor Address	Vendor Address extracted on Packing Slip
Receipt #	Receipt # posted back from export to Infor script

Document Viewer

From the Document Viewer, users will have the ability to visually manipulate the invoice. Each queue will have a Document Viewer area when opening an invoice.

Navigate to the Packing Slip Review tab in the Left-hand Vertical Pane
Open your document.
On the left half of the screen, you’ll see the PDF Document viewer.
Using the icons in the bottom right corner of the PDF viewer, you can zoom in, zoom out, rotate counterclockwise, rotate clockwise and view/not view the extraction areas of the document.
You can also view all your pages of a multi-page document below the Document Viewer. Hop between pages by selecting the needed page below the Document Viewer or using the arrows off to each side of the Document Viewer.

Routing

From the Packing Slip Review window, users have the ability to route documents to different queues based on the document needs. Routing documents are customizable per tenant and are currently configured within the queues. Users will not be able to route documents until all required fields (indicated by a *) have been filled out unless the user opts to route without saving. See below how to route your documents to a different queue:

Navigate to the Left-hand Vertical Pane
Under the Views dropdown, select Packing Slip Review
Towards the top right of the Packing Slip Review window, you’ll see four buttons: Cancel, Save, Route and Document Notes. Select the Route

Here you can route the document to its correct queue to be reviewed by another resource, mark it as a duplicate, or whatever queue you may have set up.

(Depending what queues are set up for a particular tenant, they can depict where documents can be routed from what queue to what queues)

Document Notes

Document notes are a way for users to document any findings, concerns or questions following that document. This area will also track any routing taken place on this document.

Navigate to the Left-hand Vertical Pane
Under the Views dropdown, select Packing Slip Review
Toward the top right of the Packing Slip Review window, you’ll see four buttons: Cancel, Save, Route and Document Notes. Select Document Notes
A light gray panel will appear to the right of the PDF image viewer and Form Browser
Here, you can view any comments other users have associated with this document and follow any yscript routing taken place in this document’s workflow.

Canceling a Packing Slip

There may be instances where a document was ingested into the application that is not a packing slip and you don’t need to review it. That is where the AP Cancel queue comes into play. You can route this document to the queue where it will still be present.

From the Packing Slip Review view, select your invoice from the list
Select Invalid Packing Slip reason code at the top of the form
Select the Route drop down in the top right and route the document to the Packing Slip Cancel queue:
This document will leave the Packing Slip Review queue and move to the Packing Slip Cancel queue where the document is still able to be viewed but doesn’t require review.

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Splitting a Document

There may be times when you need to split a multi-page document to be their own pages. Follow the steps below for Document Splitting

Navigate to the Packing Slip Review queue in the Left-hand Vertical Pane
Select your multi-page document.
You should be able to see the different pages of the document below the PDF viewer.
In the top right-hand corner of the document, select the three vertical dots, select Split Document
The Split Document window appears. Within this window you can split up multiple or individual pages of a document
When you split a document, you’ll select which queue to route the pages to.
If your final document pages need to be sent back to OCR, you can also select the Send Document to OCR option, and it will route all remaining pages to OCR as a collective document. This option is unavailable if you have any documents selected, as you’ll need to use the Split Document or Delete Pages

Merging Documents

From any view in Yoga for FSM – Packing Slip, open a record.
In the top right-hand corner, select the three vertical dots next to the Document Notes and below your avatar.
Select the Merge Document into
Select the document that you need to merge the record into
From the window, there are several ways to merge documents.

1. Select Add all to and select Primary Document
2. Select Add all to and select Supporting Documents
3. Drag and drop pages to Primary Document
4. Drag and drop pages to Supporting Documents

6. To move pages back to the original document, simply select the red X at the top of the thumbnail.

7. Once you have moved the documents to their correct location, select the green Confirm Merge button at the bottom of the window.

Default View Overview

Top Right Corner

Clicking on your Avatar brings up your display name, email address and three options for you to select from: My Profile, My Tenants and Sign Out. Clicking on the tiles to the left of your Avatar does nothing.

My Profile

Whenever you wish to view or change Personal or Account information, navigate to the Personal Settings page by clicking on the My Profile option. Here you can update your Avatar, Display Name, Email, and your Default View and Tenant.

My Tenants

Each tenant is seen as a separate environment, and you can change between the PROD and TEST environments by clicking on the My Tenants option and selecting one.

Sign Out

Signs you out of Yoga.

Updating your Default View

The Default View is the first page you see when signing into Yoga, so you may wish to update it to match what page you want to see. To update your Default View, follow the below steps:

Click on your Avatar in the Top Right Corner
Select the My Profile option – you should be brought to the Personal Settings page
Navigate to the Account Information tab
Here, you can select a View from the drop down for your Default View and click Save Changes
1. If, for instance, you were to change it to the Packing Slip Review view, then the next time you log into Yoga you should see the Packing Slip Review view first.
To see your final Default View changes, you’ll need to log out and log back into Yoga Content

Left-hand Vertical Pane

This pane is used to lock and unlock the pane, access Admin pages, as well as navigate to the Capture pages, other Views and various reports.

When the pane is docked/locked, the stacked arrows (right of the Yoga Logo) will be pointing left – click these to partially hide the pane. When the pane is partially hidden, the arrows will be pointing to the right – click these to dock/lock the pane.
Any items with white arrows, like Admin or Views, contain additional items – clicking on them reveals the additional items which you may select from.