Serial Number Filtering Training

8/13/2019 Serial Number Filtering Training

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Serial Number Specific Parts Filtering

Any changes to the following information

is not authorized or endorsed by Caterpillar Inc.


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Dealer Distribution Systems

Caterpillar Confidential Yellow2

Agenda

Main interface changes

Serial Number Filtering released in SIS 2011A

Where does the data come from?

FAQs


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Customer View of SIS

Previous Current


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Improved & Simplified Main Menu Improved Access methods and Links

Change Product/Part Configuration replaces Equipment Link in the headerframe

Header frame across the application will display full serial number instead ofjust prefix when applicable

Add/Edit replaces Add/Edit Equipment List

Find replaces Select Equipment Model

Include Attachments check box removed from main menu

Check box replaced by enhanced As Shipped and Fallback ArrangementFiltering (covered later in this training material)


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Information Access MethodsPrevious Current


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Previous

Prior to the 2011A release of SISchecking the Include Attachment?

check box would return search

results with available attachments.

Include Attachment? is no longer

available to check on the mainmenu(replacement details on

next page)


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Current

The Include Attachments? functionality is now available after the search

results are retrieved. Shown is the serial number specific results based on

invoice data. Once Auto Filter is unchecked the results will then include

attachments and any parts that are not included on the invoice.


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As Shipped Product Access Method As Shipped Product uses Cat Warranty (SIMSi) system as the data

source

As Shipped Productenhances and expands the As Shipped Engineaccess method

As Shipped Productprovides user ability to view As Shipped captiveEngine and Machine data plus expands access methods

Insteadof putting in a serial number, performing a search and thenreturning back to the main menu to identify the arrangement part

number you can go directly to As Shipped Product to see all

available arrangements.


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Serial Number Specific Parts

Identification

SIS searches using complete Serial numbers will use two newfiltering methods (as applicable) to provide users more accurate

serial number specific parts identification

As Shipped FilteringUses As Shipped Product and Engine data

Fallback ArrangementUses all applicable arrangements for the

given serial number. Fallback Arrangement applies when no AsShipped Product or Engine data is available.


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Serial Number Specific Parts

Identification

The Toggle check box feature on the search results pages can beused to disable the Auto-filtering temporarily

The Toggle check box feature will not be displayed when searchingfor information using only a Serial Number Prefix or a single

Arrangement


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Serial Number Specific Parts Identification

Checked

If an invoice is available for the serial number selected, each search method

will show filtered results. Users always have the ability to temporarily uncheck

the filtering method and return to specific serial number break filtering.


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Unchecked

Serial Number Specific Parts Identification

Unchecked also Includes Attachments

(as seen prior to the 2011A release on the main menu)


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Filtered vs. Unfiltered SearchToggle checkbox to disable

filtering


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Sorry, but no documents were found that

matched your criteria(The current filter method did not find data

for your specific serial number)

If you receive the message

Uncheck the Auto Filter check box to

disable filtering, then serial number

break specific parts will display

including any applicable

attachments.


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Additional Search Instructions

In this example the Results - Auto Filter box is checkedParts Identification is NOT DISPLAYED under Information Types

The new Auto Filtering functionality is not returning parts information related

to the Actuator Gp.


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Change Product / Part Configuration PageClick Change Product / Part Configuration link


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Change Product / Part Configuration Page

Previously accessed via the Equipment link on the header.

Enhancements to this page display the Serial numbers, Captivecomponents and Arrangement(s) or As Shipped Detail link asapplicable.


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Questions & Discussion

Accenture Dealer Management Services (ADMS)

Telephone: (309) 675-4000 or +54 (11) 4850 3800Email: [email protected]

Documents

Serial Number Filtering Training