Service Report Fields and the

SIMS DBS Upload Utility

 Table of Contents
• Service Report Segments –
Add/Delete/Rename
• Enter SMU’S
• Miscellaneous Costs and Mileage
• Send SIS Parts List to STW Service Report
• Part Causing Failure
• Repair Background
• Labor Entry
• Service Report – Save
• Service Report - Standalone
• SIM DBS Upload Utility – Login and
Preferences
• File Management
• Service Report – Sorting
• Upload Service Report(s)
• DBS Information
 SIM DBS Upload Utility - Upload
•Use SIS to complete the parts list within the service report
™ A parts list that is created in SIS can be integrated with DBS and the service report simultaneously.

™ The PCF (part causing failure) is selected from this parts list.

•Use SIS/STW Parts List to complete the part(s) causing failure section of the
service report
™ Part Number, Part Name, Group Number, Group Name and the SMCS are filled in
automatically. User selects primary and secondary choices and fills in Product In and
Comments.
•Service Meter Units are uploaded to DBS.
•Repair History is Uploaded to DBS.
•Labor and Travel Start and Stop times can be uploaded to DBS.
•Part Causing Failure is uploaded to DBS.
•Multiple segments can be uploaded at once using Notes - Segment.
Information Uploaded to DBS - Characteristics

• The SMU Value will overwrite previous SMU information. A value of

0.0, 0 and blank will not upload and will be ignored by the Upload
Utility.
• All labor information entered will upload to DBS even if it has been
uploaded in a previous report. The upload utility does not compare
information entered previously in DBS.
• All part causing failure information will upload to DBS. The same part
number will upload more than once and will appear more than once in
DBS.
• All Repair Background information will upload and is appended
(added) to information uploaded previously.
• SMU, Part Causing Failure and Repair Background information should
be uploaded at the end of job to avoid uploading duplicate information.
• Labor can be uploaded on a daily basis. Refer to the STW Getting
Started Guide for more information about using the Service Report or
the DBS upload utility.
• Miscellaneous Costs and Mileage can be uploaded to DBS.
 Service Report Segments – Add/Delete/Rename

Add Segment

Active Segment Rename Segment

(Blue Highlight)

Delete Segment
 Enter SMU’S

Select the correct unit (Hours, Miles, or Kilometers) from the

drop down box and enter the value. A value of 0.0, 0 and blank
is ignored by the upload utility and will not alter the DBS SMU
value - 0.0 is the default value.
 Miscellaneous Costs Mileage

Misc. Costs and

Mileage sections
are added. The
sections were split
to make it simpler
to complete
mileage or
miscellaneous
costs. Use
Preferences to
hide either service
report section.
 Miscellaneous Mileage

Enter Charge Codes in

Preferences to select
them from the Charge
Codes drop down box.
Select New to add a line to the Mileage section. The Employee ID is inserted if
the STW Login was used. Today’s Date is inserted, correct if necessary.
Complete the Vehicle ID if desired. Enter the Charge Code and distance value
(kilometers or mileage). Refer to the DBS Upload Utility section in this
document for more information about uploading mileage to DBS. Enter the
information manually if the upload utility is not used.
 Miscellaneous Costs

Enter Charge Codes in

Preferences to select
them from the Charge
Codes drop down box.

Select New to add a line to the Miscellaneous Costs section. The Employee ID is
inserted if the STW Login was used. Today’s Date is inserted, correct if
necessary. Enter the Charge Code. Complete the Qty field. The description, Cost
and Comments fields do not upload to DBS. Refer to the DBS Upload Utility
section in this document for more information about uploading
miscellaneous costs to DBS. Enter the information manually if the upload utility
is not used.
Send SIS Parts List to STW Service Report

Segment # may be
entered here. The
segment will be
created in the service
report automatically if
it doesn’t exist.

Select “Send to STW Service Report” If integrating with DBS, the

command would read “Process list”. A pop-up window would
appear with the message asking to send to the parts list to the STW
Service Report as well.
 Service Report Parts List and Segment
Assignment.

The SIS screen may

appear when the
service report is
opened after adding
parts to the parts list.
Choose the segment to
receive the parts list
within the order
information dialog
box. The option to add
a segment is at the
bottom of the window.
 Parts List is Added to SR

The parts list

is added to
the service
report on
segment one.
 Part Causing Failure - Add Line

Expand the
PCF section
and select Add
New Line.
 Part Causing Failure – Select Part

Select the
appropriate
segment and
then select the
Part Causing
Failure part
number from the
drop down parts
list.
 Part Causing Failure

Most of the part causing failure information

will be filled in automatically. Enter the data
for the blank fields that remain.
Repair Background

Select the gray bar to Expand the

Repair Background section. Data
is entered into the expanded
section. Data can be copied and
pasted from previous service
reports, SIS service literature or
typed.
 Service Report – Labor Entry Upload

Enter start and end

Select New to add first line and/or
times. Use tab and
additional lines.
arrow keys to move
Start and End times can be uploaded to between fields. Use
DBS with the DBS Upload Utility. Labor period key to navigate
and Travel times are typical examples. H:M. 24 Hour clock is
Labor is uploaded to Employee ID, illustrated. Seconds
Work order, Segment and Date. are not included in
this example.
 Save the Service Report

•Refer to the Service Report - Starting and

Switching Jobs document for complete save/open
information.
•Use Save As from the STW File Menu to save the
service report so it can be uploaded to DBS.
• A Saved Service Report (XML File) can be
opened with the Service Report Utility if needed.
(A default location can be set up in Preferences.
• Opening a Saved Service Report within STW
(XML file) will open the service report in the
service report utility (outside of STW).
•Use Session > From Report to open the Service
Report within STW 2005A
• A service report must be saved as an XML file to
use the upload utility.
 Service Report - Default Save Location

Use the Default Save Location in the Service Report

preferences to set a default folder for the save service report
function. The save window will open to the same folder
each time save is used. Select View and then select
Preferences.
 Service Report - Default Save Location

Select the Service

Report Tab. Place
a check in the box
named Default
Report Save
Location
Select Browse and
then navigate
to/select the name
of the default
folder.
 Service Report - Default Save Location

The save window

will open to the
default folder set in
preferences.
Navigate to a
different folder if
needed.
Save As XML
From the File drop
down menu,
select Save As to
save the report in
.XML file format in
a different location
than the default
location. The file
can be shared
with administrative
personnel or
uploading .XML
file data to DBS.
 Open the Service Report – Standalone Report

Select Open within STW and then select a Service Report XML file. The file will
open the report in the report Utility - standalone. The service report can be
opened from the SMS DBS Upload utility by selecting a report file and then
selecting view. Both methods will open the report in the standalone utility.
 Service Report - Standalone

Service Report Utility is standalone and is the same as the service report in STW
except parts cannot be added and ET data cannot be added to the report. All data
can be edited within the standalone report including the serial number.
 SIM DBS Upload Utility – Login and
Preferences

Enter DBS
username and
password

DBS Settings – Top Portion

Refer to the SIMs DBS Upload Utility Setup document for
complete Upload Utility communication Setup Information.
 SIM DBS Upload Utility - Login and Preferences

Miscellaneous Costs and Mileage

require repricing in DBS.

Select DBS Settings tab to select the sections of the service report to be
uploaded to DBS. Apply to Segment permits multiple segment uploads per
service report XML file. Selecting Work Order will require that only one
segment exists in the service report. Repair notes are uploaded to the header.
 File Management

The service report

is moved to the
selected folder after
the upload.
The DBS Upload
Utility opens to this
directory when Implementation
checked. and Upload
stats
 Select and Sort by Service Report Information

Sort on any category

in ascending or Click once or twice on gray title
descending order. bar to toggle between ascending
Titles are determined or descending order
by display settings
 SIM DBS Upload Utility - Upload

Hold Ctrl and left click with the mouse button to select individual files to
be uploaded. Multiple files can be uploaded at the same time.
 SIM DBS Upload Utility - Upload

Hold Shift and left click with the mouse button to select a range of files
to be uploaded.
 SIM DBS Upload Utility - Upload

Select one file and then select View to view that service report file in the
service report utility. Select multiple files and select Process Reports to
upload the selected files to DBS.
 Information Uploaded to DBS

The SMU, Part Causing Failure, Miscellaneous Costs and

Mileage, Repair Background and the Labor and Travel time
will upload to DBS. The Work Order or Segment cannot be
open within DBS when the service report information is sent to
DBS or the upload utility will error. Transfer out to a different
screen within DBS and the utility will upload OK.
•Labor uploaded to DBS requires approval.
•Miscellaneous Costs and Mileage uploaded to DBS require
repricing the work order.
Mileage – Service Report to DBS

Mileage will upload to DBS

successfully provided the Charge
Code, Store Number, Cost Center
and Customer Class is set up. DBS
Transfer: DSPWOSLR > Misc Sell
Rate Table
Misc Costs – Service Report to DBS

Misc Costs will upload to DBS

successfully provided the Charge
Code, Sell Code, Store Number, Cost
Center and Customer Class is set up.
An error will be displayed if not. DBS
Transfer: DSPWOSLR > Misc Sell
Rate Table to set up Misc. Costs.
 Mileage – Service Report to DBS

DBS before repricing WO. Use MNTWOHDR – CF19

to re-price.
 Miscellaneous Costs – Service Report to DBS

Miscellaneous Costs before repricing. Dates from SR, Empl ID, QTY and
Charge Code are uploaded. Description, Cost and comments are not.
 Miscellaneous Costs – Service Report to DBS

Miscellaneous Costs after repricing. Dates from SR, Empl ID,

QTY and Charge Code are uploaded. Description, Cost and
comments are not uploaded. The description and cost fields are
completed after repricing. This screen is DSPWODTL
DBS Information Including Miscellaneous
Costs and Mileage

https://dbsi.cat.com/ Refer to the Training and

Reference Tab and select Service.
 DBS Labor Processes – Upload Utility

Refer to documents titled STW Upload Labor Using the STW

Upload Utility and DBS Setup Information - STW Labor
Upload - DBS Upload Utility for complete information on
uploading labor to DBS using the upload utility. These
documents can be found on the Flash File DVD and at the
Knowledge Network – Knowledge Entry – STW Training
Material @ https://kn.cat.com/know.cfm?id=105992