Contents
Objectives
Grief-Free Orders
New Machine Order Process
Process Flow Chart
Guided Procedures in DBS/EMS
Caterpillar Contacts
Objectives
This initiative aims to have dealers transmit grief-free
orders to Caterpillar, thus eliminating unnecessary delays
in order processing and ensure accurate specifications are
transmitted.
Grief Orders
Orders processing time for your orders are shorter with order accuracy
Grief-Free Orders
What are grief-free orders?
– Complete Information
All orders information must be completed in full before transmitting
to Caterpillar.
– Accuracy
All orders information must be checked correct before transmitting
to Caterpillar.
2) If program number is not available, leave the field blank. Do not transmit your
orders to Caterpillar with an invalid program number. Example “TBA” or “As per
John Doe”. Indicate a note in the Order Notes. Example “SPAR TO BE
ADVISED”.
4) Once you have obtained the program number or authorization code, use the
CMOPS Order Change (MNTEMCOR) in EMS and transmit to Cat. Your CAT
order analyst will be informed of the new addition
Best Practices
Remember…
1) Use the CMOPS Order Change Function (MNTEMCOR) to amend
the Order Pay Terms Code at the later stage if you need to change
from a Standard Payment Term to a Special Payment Term.
3) Do not enter invalid information (e.g. 45 days, etc) other than the
term code provided. If unsure of payment code, please approach
your Caterpillar Finance Rep.
2) Use order type “C” only when you have confirmed customer
commitments.
Remember…
1) Do not leave the Dealer Order Type field blank for your orders.
Contact your EMS consultant if you need any assistance.
Best Practices
1) Price Update Job (EMJN5100S followed by EMJN5105A) in EMS
must be run daily. Contact your IT Department to set it up.
2) Do not use Aged Configurations to configure new orders.
3) If you encounter compatibility errors, please check with your
application or engineering team for verification.
Always refer to the web price list for resolving compatibility errors or
pricing changes. The price list is located at:
http://esl.cis.cat.com/multimedia.nsf/$$ESLDocument
4) If the compatibility error remains unsolved despite best effort,
contact your respective APD Product Specialist or Orders Account
coordinator for assistance
Remember…
Do not transmit grief order to Caterpillar if you have not perform the
necessary steps above.
C. Getting your
application or
engineering team to
review again.
Please refer to this document
D. Refer to the web for more information on Error
price list for Codes.
configuring
instructions.
Page 16 CATERPILLAR CONFIDENTIAL: YELLOW
MAKING PROGRESS POSSIBLE
2) Please contact your CAT order analyst if you are unsure of which code
to use in the order.
Remember…
1) Do not use the wrong dealer code for your orders.
2) Note that in DBS, the dealer code is defaulted in the field.
2) Therefore, the Charge To Dealer code and Ship To Dealer code may
not always be the same.
3) Please contact your CAT order analyst if you are unsure of which code
to use in the order.
Remember…
1) Do not use the wrong dealer code for your Ship To Dealer Code field.
2) Note that in DBS, the dealer code is defaulted in the field. Please
remember to change the code if you wish to ship to an alternate
location.
Remember…
1) Do not leave the Port of Entry field blank for your orders
Best Practices
1) Leave the Port of Exit empty. Caterpillar will default The Port of Exit
code for your order based on Origin of Goods of the machine.
Guided Procedures
EMMENU - MNTEMORD
Guided Procedures
1. Basic Order A = Merchandising Programs
B = Order Pay Terms Code
B
A
Guided Procedures
1. Basic Order C = Dealer Order Type
(Differentiated Orders)
Guided Procedures
1. Basic Order D = Compatibility Check
Guided Procedures
2. Shipping Directions E = Freight & Routing Code F = Charge To Dealer Code
G = Ship To Dealer Code
E
E
E
Guided Procedures
3. Order Notes H = Order Notes
Guided Procedures
5. Export/Import Booking J = Port Of Exit
I = Port Of Entry
Caterpillar Contacts
Matters Region Name Contact No.
By Request Form Only
CMOPS/Web- APD Orders Helpdesk Services
All
MOCS Issues APD_Orders_ Support@cat.com