What’s New for SIS 2006B, March 2007

Service Software
 What’s New for SIS 2006B
ƒCustomer Equipment List Added
ƒRelated Parts List
ƒThe SIS Data DVD must be present when accessing a parts list if related parts are
enabled in SIS preferences. It will be necessary to switch DVD’S when accessing a
saved parts list associated with a product on a different DVD. This is due to related
parts information included on that Data DVD.
ƒAvailable for SIS Web at beginning of 2006B March, 2007
ƒAvailable for SIS Network and DVD when announced.
ƒPrefix and Serial Number - Preferred method (Related parts available)
ƒPrefix only (Related parts not available) Requires entering a serial number to access
related parts.
ƒCaterpillar Certified Rebuild – Automated Generation of the Bill of Material
ƒAvailable for SIS Web at beginning of 2006B – March, 2007
ƒAvailable for SIS Network and DVD when announced
ƒInformation for SIS Administrators

Service Software
 Table of Contents

• Customer Equipment List

• Related Parts List
• Caterpillar Certified Rebuild Bill of Material
• Admin Note

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 Customer Equipment List
Choose Customer Equipment List is
added to the Main Menu (Web, DVD
and Network).
User can turn Off / On functionality in
Preferences.
•Customer Equipment List can be
exported and imported from Web, DVD
or Network SIS (CSV type file).
•Customer equipment information is
separate in Parts Store (Two different
lists)
•Verify Serial number and Arrangement
numbers exists in SIS before including
with Product ID. (Engines arr. Vs
machine arr.)

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 Select Equipment List Preferences

Select Preferences from

the lower left corner of
the Main Menu. Default
value is “Enabled”.
Enable the Customer
Equipment List if
Equipment List is not
visible on the main
menu. Disable the
customer list if desired.

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 Enter Customers and Equipment Information
(Get Started)

Choose Add/Edit Equipment List to

get started.
Customer names and products
can be imported. Refer to the
Import / Export information for
this process.

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 Customer Entries - Equipment Model, Customer Equipment
Number and Product ID – Single Product ID Associated with
a Customer ID
Maximum of 56
characters in this space.
The Customer
Identification will be
sorted numerically if
entered first. Enter the
Model Number first to
sort by a model number.
Pound Sign # is not
required.
One Product ID or
serial number will be
associated with the
Optional methods: Enter customer machine customer equipment
ID, model ID and assign one product ID. number.

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 Add Customer - Multiple ID’S Associated with a
Customer Name

Setup - Enter the Customer(s) names first. One customer is

entered at a time. Type the customer name and select Add
Customer. Do this for all desired customers.

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 Add Customer Equipment Information
Multiple Products for a listed
customer. Select the
Customer name from the
Customer Identification drop This page completes
down list. the Customer
Enter the Serial Number or Equipment list setup
Prefix information and select
Add Equipment. Customer
Equipment setup is complete.

Arrangement Information
does not have to be entered.
This information is optional.

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 Select Customer Equipment (Use)

The steps that follow

demonstrate how to use the
Customer Equipment List.

From the Main Menu,

select the desired customer
from the list.

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 Select Customer Equipment

Select the
desired.
Equipment
serial number
or prefix.

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 Customer Equipment Product ID is entered in the
SIS Product Id

The selected information is entered in the

appropriate text boxes.

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 Machine Arrangement Information

If the message above is generated after entering an arrangement

and Product ID or Serial number machine arrangement, delete the
arrangement information in the customer equipment list to avoid
this message in the future. The user can select YES to continue
searching within SIS.

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 Export Customer Equipment Information

From the Main menu,

select the Add / Edit
Equipment Link. Then,
select the Report /
Export Equipment Link

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 Export Customer Equipment Information

Enter the customer name and select search or select View All.

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 Export Customer Equipment Information

View all results. Place a

check in the box for the
desired customer
information by clicking
the mouse inside the
box. Select Export List.
Select save and select
the appropriate folder.
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 Export Customer Equipment Information

Type the customer name and select search.

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 Export Customer Equipment Information

Select the information to be exported and select

Export List.

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 Export Customer Equipment Information

Select Save to export the list.

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 Export Customer Equipment Information

Select the desired folder. Type an appropriate name for

the export file and select Save. Close the confirmation
window. The default file name is shown above.
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 Import Customer Equipment Information

Customer Equipment information

can be imported from other
equipment lists that have been
exported.
Select the Add/Edit equipment List
link to access the Import Equipment
List functions.

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 Import Customer Equipment Information

Select Import
Equipment List

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 Import Customer Equipment Information

Select Browse to locate the folder that contains

the exported equipment list file(s).

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 Import Customer Equipment Information

Select the
list to be
imported.
The list Create a new folder on a shared
must be network drive if desired. This
exported will serve as a common place to
from export and import customer
another SIS information.
user list.
The file type
is CSV.
Select open.

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 Import Customer Equipment Information

Select Load to open the equipment list and select the

information to be imported.

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 Import Customer Equipment Information

Select the information to be imported by clicking the mouse in the

selection box. Select Import. Information that appears in Red
exists on the user list or is invalid data. The selection box is grayed
out and the information cannot be selected.
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 Import Customer Equipment Information

End of
Equipment list
information

The two selections are imported successfully and can be

accessed from the Main Menu Equipment list.
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 Import Customer Equipment Requirements
Below are the requirements for Importing an Equipment list file.

A TXT file with the same format as below will import into the SIS equipment list as well as the CSV file.

Example: customer model and product Id, the arrangement will be after the final comma. DO NOT INCLUDE A
COMMA IN THE DATA, it is used to separate the data records. Pound sign (#) works OK to designate a
customer equipment number but is not required. Both customer equipment entry types can be mixed. The
example below would have only one product ID / Serial Number entry for each machine or engine.
797B #34540,JSM00120,
325C #34555,BFE00325,

Example customer name and equipment - multiple products are associated with a customer name.
ABC,6NM00400,
ABC,BFE00300,

This option can be used when a user has a large equipment list that needs to be saved and shared between
multiple users. Users can create .CSV/.TXT type files ( E.g.: myEquipmentList.csv) and save the information in
following format and use them as an import source.

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 Import Customer Equipment Requirements

Import File Format:

Recommended format for the data is as follows. Records found to have invalid format or data will be
highlighted in red and reported as invalid records. The users will have the option to select desired
records from the valid list.

Customer Name ( max. 56 Characters), Serial Number or Prefix(max. 8 Characters), Arrangement

Number (max. 8 characters). Note that the commas are used to separate the fields and hence should
be carefully used. (E.g.: ABC Equipment Inc,5EK00001,1A1135)
Customer Name is mandatory along with either Serial Number or Arrangement Number or both.
Commas are not recommended as part of Customer Names( E.g. Caterpillar Inc.,)
Customer record(s) that have only a Serial Number can leave the optional Arrangement Number
empty with comma (E.g.: ABC Machinery Inc, 5EK00001, )
Customer record(s) that have only an Arrangement Number can leave the optional Serial Number
field empty with comma (E.g.: ABC Machinery Inc, ,1A1135 )
Maximum file size that can be imported at a time is 0.5 MB (approximately, this can hold up to
6,000 records). If for some reason, the file size exceeds the 0.5 MB limit, it is recommended to break
the data into more than one file and import each file separately.

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 Related Parts List
Definition:
•Related Parts selection has the functionality to identify Related Kits, Related Filters
& Related Parts for Caterpillar products.
•When the user creates a Parts List, the View Related Parts Information’ link appears
if related parts are available.
•When the user selects ‘View Related Part Information’, the Related Kits, Related
Filters and Related Parts page will be displayed.
•The user has the option to add Related Parts to the existing Parts List.
•The parts list for DVD users requires the correct DVD be placed in the DVD drive.
The DVD should remain in the DVD drive until a new product or parts list is
selected.
•Note: The Preferred Method to access Related Parts Lists is to enter a complete
Product Prefix and Serial Number in the Main Menu. If a product prefix is entered at
the Main Menu and user decides to use Update to access Related Parts, it will be
necessary to return to the main menu and enter the complete Product Id to add non
related parts choices to the parts list.

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 Related Parts List - Preferences

Select
Preferences from
the lower left
corner of the
Main Menu

Enable Related Parts. SIS Web default setting is enabled. The default
setting for DVD and Network is disabled. The SIS DVD is required to
access a parts list when Related parts search is enabled.

Service Software
 Related Parts List (Prefix and Serial Number)

1. Enter the complete Product Id including serial number (ABC12345).

2. Access the graphic and parts consist.
3. Select the parts needed.
4. Add the parts to the parts list
5. View the parts list. (Save or discard previous parts list as needed).
6. Select View Related Part Information Link (If available)
7. Select any additional parts from the Related Kits, Related Filters &
Related Parts that are displayed. Only the part types that are available are
displayed.
8. Select and add any additional parts to the parts list.
9. Order the needed parts.

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 Related Parts List (Prefix and Serial Number)

Enter the product serial number (required for related parts). Use the
desired search process to view a parts consist. Parts Keyword is used in
this example.
Note: The asterisk is used in this example to insure all variations starting
with the keyword turbo are displayed. Turbo, turbocharger or
turbochargers will be displayed as well as any spelling starting with the
letters T-U-R-B-O.
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 Related Parts List (Prefix and Serial Number)

Select the appropriate turbocharger group.

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 Related Parts List (Prefix and Serial Number)

Select the desired part(s) from the parts consist. Select add to
the parts list and select view the parts list. If prompted, select
save, discard or cancel to the previous parts list.
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 Related Parts List (Prefix and Serial Number)

If a complete Product ID is entered at the SIS main menu and

related parts are available, the blue View Related Parts
Information link is visible. Select the View Related Parts
Information link to view related parts. If related parts are not
available for the Product ID including serial number, the link is
not visible.
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 Related Parts List (Prefix and Serial Number)

Review the
related parts.
Select the
desired parts by
clicking inside
the white Add
Item next to the
left of the part
number. Select
Update List to
add the parts to
the parts list.

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 Related Parts List (Prefix and Serial Number)
All parts on the
parts list are
displayed at the
top.

Select All will

select all
related parts in
that section

Related Filters
If needed, select a group number
to go to that groups graphic and
consist.
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 Related Parts List (Prefix and Serial Number) –
Check Related Parts and Return

Select Go To and select Return to return to the related parts

screen. Parts can be added to the parts list from this screen.
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 Related Parts List (Prefix and Serial Number) –
Related Parts Added

Main parts list is updated with related parts.

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 Related Parts List (Prefix and Serial Number) –
Delete and Update a Parts List

Place a check in the Remove Item Column and Select

Actions, then select Update List to delete parts from the
parts list.

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 Related Parts List – Product Prefix only Entered at
SIS Main Menu
•NOTE: It is preferred to enter a full Product ID including serial
number if Related Parts will be selected.
•If a Product Id prefix is entered at the SIS Main Menu and the
Parts List Update functionality is used, it will be necessary to
return to the SIS Main menu and change the prefix to a full
Product Id with serial number in order to be able to add parts
other than related parts to the existing parts list. It may not be
necessary to add non related parts to the parts list at this point.
The user may be ready to order the parts and will not have to
return to the Main Menu and update the Product ID.
•Update functionality will provide the arrangement numbers to
select from. The arrangement description is not displayed. The
user will need to know the arrangement number before making a
selection.

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 Related Parts List – Product Prefix only Entered at
SIS Main Menu
1. Enter a Product ID prefix at the SIS Main menu.
2. Select the parts to be added to the parts list. View the parts list.
3. Check for Related Parts – Requires Update process.
4. Enter the serial number for Product Id Prefix.
5. Select Update
6. Select the arrangement part number to be associated with the complete
product ID.
7. If Related Parts are available, the View Related Parts Information link will
display. Select the link.
8. Review and select additional parts from the related parts list and add them to
the parts list.
9. If additional parts are to be added to the existing parts list, return to the SIS
Main menu and replace the Product prefix with the complete Product Id
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 Related Parts List – Product Prefix only Entered at
SIS Main Menu

Parts are added to the parts list using only the Product prefix.
It is necessary to know the desired arrangement number
before selecting the Update button. If related parts are
desired, enter the Product Serial number to the right of the
Product prefix and select Update.

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 Related Parts List – Product Prefix only Entered at
SIS Main Menu

Select from the arrangements provided in the drop down list

and select Update. It will be necessary to know the
arrangement number to associate with the complete product
Id. Arrangement Definitions are not provided in this list.

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 Related Parts List – No Product ID Entered at SIS
Main Menu

The Related Part Information Link (Blue) is displayed if related parts are available for
reviewing. Select the link. If related parts are not available, the link will not be
displayed. Note: A complete product ID now exists in the parts list. The complete
Product ID is out of synch with the session Product ID. If parts other than Related
Parts Information is desired, it is necessary to go to the SIS Main Menu before adding
those parts to the parts list. If not, the user will be prompted to Discard or save the out
of synch parts list. Go to the main menu and enter the complete matching Product ID
to make the SIS session compatible with the parts list.

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 Related Parts List – No Product ID Entered at SIS
Main Menu

Use the same process to select related parts and add

them to the parts list as previously discussed in the
Related parts list with a complete product ID.
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 Related Parts List – No Product ID Entered at SIS
Main Menu – Update Product Id at Main Menu

The Product ID is updated in the SIS Parts List after entering a complete Product ID
(mentioned previously). The complete Product ID is now out of synch with the SIS
Session and must be changed on the SIS Main Menu if the user plans to add parts
other than related parts to the SIS Parts List. It is not necessary to update the Product
ID if all needed parts are on the parts list. The user is ready to order the parts.

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 Related Parts List – No Product ID Entered at SIS
Main Menu – Update Product Id at Main Menu

Left click the mouse button and highlight the Product ID. Hover over the
highlighted product ID and Right click the mouse button and then select
copy. Select the Model link to return to the main menu.
At the SIS Main menu, backspace over
the previous product prefix, right click
the mouse button inside of the Product Id
and select Paste or simply type the
complete Product ID.
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 Caterpillar Certified Rebuild (CCR) – Parts Lists
•The CCR Bill of Material functionality will create a complete parts list for
a serial number specific product by work order segment and operation.
• The CCR Parts Lists search will display and allow selection of a specific
segment and operations within the segment. The user will select the
desired operations within the segment. The user will be able to select
individual parts, assemblies or a parts group that applies to the segment
and operation. The check box is provided to indicate segments and
operations that are complete. The checked box will be saved to the persons
username and password.
•The CCR Parts List search will also display Service Magazine, Engine
News and Truck Engine News Articles, Service Letters that apply to the
specific CCR work order segments. This will provide the parts and service
information necessary to complete the job using the same screen.

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 Caterpillar Certified Rebuild – Parts Lists

1. Enter the complete Product ID at the SIS Main Menu.

2. Select the Cat Certified Rebuild Parts List Search
3. Select the Machine, Arrangement or Machine System.
4. Select the Repair Type and select Submit.
5. Select the Segment and if desired, select the operation
in order to review the parts list.
6. Select the parts to be ordered for the CCR.
Use the Go To drop down box to navigate back to
previous screens.

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 Caterpillar Certified Rebuild – Parts Lists

Enter the complete Product ID at the SIS Main Menu and

select the CCR Parts List search.

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 Caterpillar Certified Rebuild – Parts Lists

Select the desired option.

A machine arrangement
may be selected. From
the drop down list.
Selection of a machine
arrangement will not
display machine
attachments. Select
Submit to continue.

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 Caterpillar Certified Rebuild – Parts Lists

Select the Repair Type. Use the Go To Product

Validation to return to the previous screen and select a
different machine system or arrangement.

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 Caterpillar Certified Rebuild – Parts Lists

Select the
desired
segment.

The Go To menu will allow access to

previous screens such as Repair Types and
Product Validation

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 Caterpillar Certified Rebuild – Parts Lists

Select the desired Operation.

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 Caterpillar Certified Rebuild – Parts Lists

Operation 1 is selected and expanded in the example above. The group part
numbers for the selected operations are displayed. Select the orange Chassis
arrangement link part number to view the parts groups associated with that group
part number. The links below the blue bar are attachments. The SIS user selects the
completed check boxes. The checks are saved when the user selects a different
screen or the SIS session changes. The save is associated with the SIS user name
and serial number.
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 Caterpillar Certified Rebuild – Parts Lists

The Chassis Arrangement is

displayed. Select the Battery
and Wiring Gp to continue.

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 Caterpillar Certified Rebuild – Parts Lists

The parts list is

displayed. The CCR
parts are highlighted in
green.

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 Caterpillar Certified Rebuild – Parts Lists

Check the CCR quantities

in the QTY column and add
non CCR parts if needed.
Select add to the parts list
and then view the parts on
the parts list if needed.

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 SIS Administrators - Automatically Add New
Information Types
• SIS Administrators – The automatically add new information
types check box should only be checked for the SIS user profiles
that should have access to all SIS information types.
•Automatically Add New Information types functionality has been
added to the SIS Administrator role.
•A box can be checked in the SIS profile that will automatically
allow SIS users to access all new information types added in the
future.
•The profile update will happen automatically for SIS Network and
SIS Web users after the profile is updated.
•SIS DVD users will be able to automatically access the new
information types after their user name is updated.
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