Professional Documents
Culture Documents
ValSpeQUserManual 380
ValSpeQUserManual 380
80
ValSpeQ
V
Veerrssiioonn 33..8800
USER MANUAL
Version 1.0
Release: May 2008
Table of Contents
Topic
No.
1
2
3
4
5
5.1
5.2
5.2.1
5.2.2
6
7
7.1
7.1.1
7.1.2
7.1.3
7.1.4
7.1.5
7.1.6
7.1.7
7.1.8
7.1.9
7.1.10
7.1.11
7.1.12
7.1.13
7.1.14
7.1.15
7.1.16
7.2
7.2.1
7.2.2
Topic Description
Overview
System Requirements Hardware & Software
Technical Support
Getting Started With ValSpeQ Application
Navigation Section
Configuration Tab
Project Tab
Quote Number Folder/Node
Template Library Folder
Application Work Area
Application Menu Bar
Project
New Project
New Configuration
Open (Existing Project)
Save
Save As
Import
Export
Freeze Items
Unfreeze Items
Search Tag
XML File
Project Preferences
Spreadsheet View
Print
Recently Used Projects Section
Exit
Template Library
Export Templates
Import Templates
7.3
7.3.1
7.3.2
7.3.3
7.3.4
7.3.5
7.3.6
7.3.7
7.3.8
7.3.9
7.3.9
7.4
7.4.1
7.4.2
7.4.3
7.4.4
7.4.5
7.4.6
7.4.7
7.5
7.5.1
7.5.2
7.5.2.1
7.5.2.2
7.5.2.3
7.5.3
7.5.4
7.5.5
7.5.5.1
7.5.5.2
7.5.5.3
7.6
7.6.1
7.6.2
7.6.3
7.6.4
7.6.5
7.6.6
7.6.7
7.7
Item
Add
Copy
Copy Item to Library
Delete
Save
Freeze
Unfreeze
Cancel Item
(New)
UnCancel
(New)
General Info
Template
Add
Copy
Copy Template to Quote/ Project
Delete
Save
General Info
Overlay Template
Settings
Pricing
Factory Notes Library
Manage Factory Notes / Groups / Collections
Import Factory Notes
Export Factory Notes
User Preferences
Manage Customer Library
ITP
ITP Management
Import ITP
(New)
Export ITP
(New)
Tools
ANSI Calculator
Leakage Calculator
UOM Converter
PED Evaluation
PED Factory Documentation
Filter
Mass Change
Help
Tag
LODB Restrictor
ValSpeQ Messages
Overview
Welcome to ValSpeQ, a full function, Windows based multi-configurator for Valve & Level sizing,
selection and specification tool. This version of ValSpeQ is intended for Masoneilan sales and
sales support personnel as well as sales representatives and agents. ValSpeQ is designed to be
an effective tool for quickly sizing a few valves to generating complete proposal documentation for
large quotes. Now ValSpeQ supports configuring of Levels too.
As a valve configurator ValSpeQ offers flexibility yet is consistent in its validation of valve,
actuator and accessory selections. Indeed, the tool is structured so that user cannot select invalid
combinations of components. Tool output reliability is also assured through sizing calculations
and noise prediction methods that are entirely consistent with the latest ISA/IEC standards.
Moreover, regular maintenance of the ValSpeQ product database and standardized formatting of
output documents leads to tool accuracy and consistency. As a common platform for sales
support worldwide, the ValSpeQ product database and output documents are intended to be
Masoneilan corporate standards.
By combining flexibility, ease of use and full functionality, ValSpeQ, effectively supports our
selling efforts from identification of sales opportunity to submittal of quote.
Features and functionality of ValSpeQ beyond Sizing, Selection & Specification include the
capability to:
Maintain User-Editable Quote Numbers.
Create configurations for Valves and Levels.
Easily navigate between Items/Templates & various configurations detail information.
Quickly calculate without actually adding an Item or Template & then at the users option
saving the same, if required, as an Item or a Template.
Store every project separately, each project containing multiple Items/Templates.
Now open the Project File (.vnx) directly from the Explorer, by just double clicking on the file.
Import/Export selected Items/Templates including Factory Notes from one user to another.
Generate a XML File with Factory Notes for the factory/facility MRP system.
Create a Template or set of Templates within the Template Library allowing the user to create
an Item of similar configuration very quickly.
Copy an Item within the Quote or to the Template Library as a Template. Copy a Template
within the Template Library or to Quote as an Item.
Flag a Valid or Invalid configuration using a visual indicator adjacent to the Item/Template &
at each Configuration node. Also a flag an item/template indicating their type (either control
valve-C or Level-L)
Search Items by Tag Number. Search tags for items by giving special conditions like Tag
Equals/Begins with/Contains/Ends with.
Invalidate Items or Templates if configured using an older version, thus forcing the user to reconfigure & re-validate using the current configurator.
Prohibit opening project files created using higher ValSpeQ application version than the
current one.
Re-order Items.
Freeze/Unfreeze all items in one click.
Create criteria based Filters in Library and Project to quickly work with items/templates.
Mass change for accessories for the filtered/non-filtered items.
Use Freeze/Unfreeze, search tag, export, XML file, Mass change, Apply factory notes like
functionalities along with Filters.
Generate envelope dimensioned drawings and various reports in multi-language including:
Specification Sheet, Calculation Sheet, Notes Sheet, Price Sheet, Valve Flow Curve,
Technical Summary, Pricing Summary, Drawing Sheet.
Automatically price complete valve configurations:
North American List Price, Canadian Price List, Alliance Price List
ValSpeQ Editions
ValSpeQ is distributed in 3 different editions.
Full Edition
Size & Selection Program
Drawing
Pricing or Quote
Standard Edition
Size & Selection Program
Drawing
Lite Edition
Size & Selection Program
Technical Support
For any technical assistance, please contact
Postal Address :
Dresser, Masoneilan
85 Bodwell Street
Avon, Massachusetts 02322
ValspeqSupport@masoneilan.com
Telephone
(508) 586-4600
Tele Fax
(586) 941-5497
Kindly use the below mentioned format when recording any problems or errors.
Client Name
User Name
Application
ValSpeQ 3.60
Error Description
Navigation Section
Navigation Section
The Navigation section contains all the available Configured list of Items and Templates.
The Navigation section facilitates the user to navigate or switch in between Items/Templates & its
associated different configuration nodes/functions.
The Navigation section is split into two
1. Configuration Tab
2. Project Tab
Configuration Tab
Functionality: Allows navigation through different functionalities of a configuration such as Size &
Selection, Materials, Actuation etc.
Configuration tab
Depending on the selected Configuration Node & the selected Item or Template, the data is
displayed in the application work area.
Visual icons to indicate valid or invalid/incomplete data are displayed adjacent to each
Configuration Node. Even if one Configuration Node is invalid/incomplete, the Item/Template
Node is also marked as invalid/incomplete.
Project Tab
Depending on the Item or Template selected & the selected Configuration Node, the data is
displayed in the application work area.
Visual icons to indicate valid or invalid/incomplete data are displayed adjacent to each
Item/Template node. Even if one Configuration Node is invalid/incomplete, the Item/Template
Node is also marked as invalid/incomplete. Only when all the Configuration Nodes are valid, the
Item/Template Node is marked as valid.
The Project Tab page is further split into 2 i.e. Quote Number Folder/Node & Template Library
Folder/Node. All the Items reside under the Quote Number folder & all the Templates reside
under the Template Library folder.
10
Note: The Quote Number folder is referred to as Quote hereafter in the document.
By right clicking on the Quote Folder or Node, a popup menu is displayed by which some of the
functionalities related to current Project can be invoked.
The following screen shows the options available on the popup menu on the right click of Quote
node.
Right Click Menu
The lists of functions available on right click of Quote Folder/Node are as follows:
1. Edit Quote Number
2. Add Item
2.1. Control Valve
2.2. Level
2.3. Accessory
2.3.1 Actuator
2.3.2 Positioner
2.3.3 Transducer
2.3.4 Booster
2.3.5 Switch
2.3.6 Solenoid
2.3.7 Airset
2.4. Regulator
3. Export
4. Import
5. Freeze Items
11
12
The lists of functions available on right click of Template Library folder/node is as follows:
1. Add Template
Control Valve
Level
Accessories
13
14
Project
Template Library
Item
Template
Settings
Tools
Help
The following image shows the available options on the menu bar.
15
Project
The Project menu on the application menu bar allows the customer to perform/invoke various
Project related functions.
The list of functions is as follows:
1.1 New Project
1.2 New Configuration
Control Valve
Level
Accessories
Actuator
Positioner
Transducer
Booster
Switch
Solenoid
Airset
Regulator
1.3 Open (Existing Project)
1.4 Save
1.5 Save As
1.6 Import
1.7 Export
1.8 Freeze Items
1.9 Unfreeze Items
1.10 Search Tag
1.11 XML FIle
1.12 Project Preferences
1.13 Print
1.14 Recently Used Projects Section
1.15 Exit
The following screen displays the above-mentioned options under the Project menu.
16
17
Note: - On starting a New Project, associate a Price List in the Pricing option under Settings
menu.
The following screen is displayed on invoking the New Project option.
Blank Size & Selection screen
18
Warning
A warning message is prompted by the application on saving the New Configuration as a
Template. Tag information or Quantity or Notes information on Item Data screen/node or Pricing
data on the Pricing screen/node may be lost if the New Configuration is being stored as a
Template.
19
Option 2
Steps:
1. Click on Open option under Project menu or Alt+P & then O for Open.
2. The application will prompt the user to save any unsaved data for the current project
provided it has not been saved before invoking the Open Project option. The application
will prompt the user to Save the current project if it has not been saved i.e. untitled.vnx.
3. The application will display an Open dialog box where existing projects would be listed.
4. Select the desired project & click Open. The Project Database Version of the selected
project will be checked. If the project file is created using previous version of ValSpeQ
application then application will prompt the user to convert the project to make ValSpeQ
3.60 compatible.
5. On approval, a backup of the current selected project file is taken and the project
database updated with the additional Fields, Tables, Positioner Parameters and Regional
Settings Compatibility. Following screen will be displayed while upgrading the project.
20
If user select No then the selected project will not be open & upgraded.
6. After successfully converting, the selected project will be opened & the Project General
Information screen will be displayed in the application work area. The Quote node will be
the selected node. General project information, customer information, general project
related notes & details of Items within the project is the information provided.
21
Project information
Note: On upgrading, Size & Selection, Materials, Actuation & Pricing nodes for all the Items will be set
to invalid & the Item nodes will be set to invalid. Similarly the Size & Selection, Materials &
Actuation nodes for all the Templates will be set to invalid & the entire Template nodes will be set
to invalid.
If the project file selected is created using the same project database version, the application will
perform the following validations for every Item & Template
1. Check the Configurator version that was used when the Item/Template was configured
with current application Configurator version.
2. Check the Sizing control/OCX version that was used when the Item/Template was
configured with current application Size control/OCX version.
3. Check the Sizing database version that was used when the Item/Template was
configured with current application Size database version.
If difference is found in any one of the validations described above, the Sizing & Selection,
Materials & Actuation nodes will be set to invalid & the Item/Template will be set to invalid.
Similarly the following validations will be performed for all the Items
- Check the Pricing control/OCX version with which the Item was configured with current
application Pricing control/OCX version.
- Check the Pricing database version with which the Item was configured with current application
Pricing database version.
- If difference is found in any one of the validations described above, the Pricing node will be set
to invalid & the Item will be set to invalid.
1.4 Save
22
23
24
Import Items
Functionality:
This utility facilitates the users to import Item data into the current Project from an export file with
vxp extension. The user can import one or more selected Items from the export file.
The Import option can be invoked by selecting the Import option from the Project menu on the
application menu bar or Alt+P and then I for Import Items. The same can be invoked by right
clicking on the Project / Quote node and then selecting the Import option from the popup menu.
The following screen will be displayed for Import Item.
Export file name
List of Items
25
If Yes option is sele1cted then items from Project will be replaced by items in the VXP file.
If No option is selected then items from VXP file will be added at the end of existing items in the
Project.
If Cancel option is selected then control will return to Import Items Form.
As the utility starts, the progress bar will be displayed.
During Import process, the application will add some Positioner parameters and also check the
Regional Settings Compatibility. As per the regional setting the values get stored.
After successful completion of the import process, a message that Import completed
successfully will be flashed by the application and the backup database will get deleted.
After Import of items Pricing node for all items will be set to invalid irrespective of anything and the
Item will be set to invalid. The status of all other configuration nodes remains unchanged.
26
A set of validations is executed on starting the import process. The validations are as follows.
1. If the Price List does not exist on the workstation that is importing the data, the application will
provide a warning and will proceed further only on approval.
2. If the project database version that has created the export file differs from the project
database version into which the data is to be imported, a message that Data being read is
sent by Different Database Version will be flashed by the application. The Sizing and
Selection, Materials, Actuation and Pricing nodes are set to invalid for all the Items that are
imported and the Items are set to invalid.
While inserting data if any field is not found, data for that field will be skipped and the import will
proceed to insert data for the rest of the fields.
If the project database version matches, the application proceeds to check the Configurator
version, Sizing Control/OCX version, Sizing database version, Pricing Control/OCX version and
Pricing database version form the export file with the current application versions. If difference is
found in any one of these versions, a message that Version Differences Found in Items in the
selected import file will be flashed by the application. The Sizing and Selection, Materials,
Actuation and Pricing nodes for that Item will be set to invalid and the Item will be set to invalid.
The status of all other configuration nodes remains unchanged.
If version information is not available in the export file then the message Version Information
Missing will be flashed by the application and it will proceed the import process for the selected
Items.
3. For Pricing version, the Pricing node and all items imported are set to invalid.
4. If item has Factory Notes assigned to it while export then that item will import with same
Factory Notes. If the Project has same Factory Note as importing items Factory Note then
new name will be generated for importing Factory Note.
Close Button
Click on the Close button or press the Alt+C keys to close the Import Item Form.
27
Import Templates
Functionality:
This utility facilitates the users to import Template data into the current Project from an export file
with vxt extension. The user can import one or more selected Templates from the export file.
The Import option can be invoked by selecting the Import Template option from the Template
Library menu on the application menu bar or Alt+L and then I for Import Templates. The same can
be invoked by right clicking on the Template Library node and then selecting the Import Template
option from the popup menu.
The following screen will be displayed for Import Template.
Export file name
List of Templates
On selecting the export file, application will display the Code and Name of the Project that has
generated the export file. Similarly, it will display all Templates from the export file. They are
selected by default. The user has the option to de-select all and select a few.
Click on the Import button or press Alt+I key to start the import process
The application will prompt the user that Data to be imported will be added to the current project
28
29
Export Item
Functionality:
This utility facilitates the users to select single, multiple or all Items from the current Project and
export it other ValSpeQ user. The exported Items can then be imported in any other Project.
The Export option can be invoked by selecting the Export option from the Project menu on the
application menu bar or Alt+P and then E for Export Items. The same can be invoked by right
clicking on the Project / Quote node and then selecting the Export option from the popup menu.
The following screen will be displayed for Export Item.
30
Export Type
Pricing Option
Revision options
After invoking this option, all the Items from the Project will be displayed. They are selected by
default. The user has the option to de-select all and select a few. Provide a filename to export.
The export file will have an ".vxp" extension.
The default export file name is generated by the application with the project code number followed
by an ".vxp" extension. Project Code, Project Name and Quote Number is displayed to user on
the Export form.
The user has choice to export the data with Revision or without Revision. The user can also
export the data with pricing or without pricing and With Factory Note or Without Factory Note.
31
32
Export Template
Functionality:
This utility facilitates the users to select single, multiple or all Templates from the current Project
and export it other ValSpeQ user. The exported Templates can then be imported in any other
Project.
The Export option can be invoked by selecting the Export Template option from the Template
Library menu on the application menu bar or Alt+L and then E for Export Templates. Right
clicking on the Template Library node and then selecting the Export Template option from the
popup menu can invoke the same.
The following screen will be displayed for Export Template.
Export Type
33
34
Freeze/Unfreeze Items
Freeze Items This option is used to freeze all Valid Line items, which are currently displayed
under the Project Node.
Unfreeze Items This option is used to Unfreeze all Freeze Line items which are currently
displayed under the Project Node.
If the Freeze Items option is selected when there is no line item under the Quote node or when
there is no Unfreeze valid line item under the Quote node then the warning message is displayed
as shown in the following screen snapshot.
If Unfreeze Items options is selected when there is no line item under the Quote node or when
there is no freeze item under the Quote node then the warning message is displayed as shown in
the following screen.
35
To Use Freeze Items and Unfreeze Items open a project file having a collection of control valves
and Levels as shown in following screen.
36
After selecting Freeze Items option from the Project menu, confirmation message is displayed on
the screen as shown below.
After selecting Yes from the message box All Unfreezed valid items are freezed. As shown in the
following screen.
37
Similarly If the Unfreeze Items option is selected from the Project menu the confirmation message
is displayed for unfreeze all freezed Items as shown in following screen.
After selecting Yes from the message box All freezed Line Items are Unfreezed. As shown in the
following screen.
38
This screen allows you to enter a search string in the Tag field and select a Condition from the
Condition Combo box. Depending upon the Search string and the Condition specified, the Search
operation is performed
Select Equals when you want to search tags, which have the string being searched as their
tag description.
Select Begins with to list all Items with the tags that contain the entered string at the
beginning of their tag description.
Select Contains to list all Items with tags that contain the entered string as a substring of their
tag description.
Select Ends With to list all items with the tags that contain the entered string at the end of
their tag description.
After entering a search string and selecting search condition, Click on the Find Now button to
display the Line Items with its Description into the List.
39
To search all the Line Items on which at least one tag is added, clear the search string and click
on Find Now button. Blank value in the search string indicates to search all Line Items having tag
information irrespective of the search condition.
To close the Search Tag Form click on the Close Button.
40
On selecting Yes option to save the project, save dialog box will be displayed and after saving the
project XML File Generation form will be displayed if there is no missing data.
On selecting XML File option from the Project menu the application will prompt the user for
missing data as follow.
41
The XML File option will be available only for Professional edition. The XML File option can be
invoked by selecting the XML File option from the Project menu on the application menu bar or by
the pressing Alt + P + X keys. The same can be invoked by right clicking Quote node and
selecting XML File from option from the popup menu.
Following screen will be displayed for XML File.
42
The XML File will always be generated at the same location where the current project file resides
and will have a filename as that of the project with a .xml extension. If a file with the same name
already exists, the application will prompt for an Overwrite confirmation.
Click on Generate XML File button or press Alt + G to start generating XML File.
The application will flash appropriate message if the XML File Generation operation is not
successful or if the process encounters any error.
Click on the Close button or press the Alt +C keys to close the XML File Generation Form.
43
Calculation Variables
Unit of Measure
Service Condition
Actuation
Tubing
Tag
General
Factory Notes
Product Scope and Pricing
ITP/NACE/PED/ATEX
Generic Materials
Preferences for Air Groups
44
The default values for calculation variables are taken from the user preferences calculation
variables after selecting new project option.
To change the default Calculation values, make entries in the corresponding textbox and save
defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the following screen.
45
After saving the Calculation Variables when the new item, template or new configuration is added
in the project that line items or template will use these defaults for calculation and displayed on
the User Defaults form as shown in the following screen.
46
This screen consist defaults Unit of Measure for Liquid Flow Rate, Gas Flow Rate, Steam Flow
Rate, Two Phase Flow Rate, Two Phase Gas Density, inlet Pressure, Temperature, Liquid
Velocity, Length and Calibration.
The default values for Unit of Measures are taken from the user preferences Unit of Mesure after
selecting new project option.
To change the Default Units, select entries in the corresponding combo box and click on the Save
Button. After Successfully saving the Defaults, a Message box Defaults Saved successfully. is
displayed on the screen as shown in the following screen snapshot.
47
After saving the Units of Measure when new item, template or configuration is added in the
project those line items or template will use these units in calculation and displayed on the User
Defaults form as shown in the following screen.
48
This screen includes the four service conditions headings used in the Size & Selection form. And
Design pressure and temperature used in calculation. The default Values are initialized from the
user preferences.
To change the Service Conditions Headings and Design Pressure and Temperature for line Items
and Templates, change the entries in the corresponding fields and click on the Save Button. After
Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed on
the screen as shown in the following screen snapshot.
49
50
The default Values are initialized from the user preferences after selecting new project option.
To change the Actuation Defaults for line Items and Templates, select the entries in the
corresponding combo box and click on the Save Button. After Successfully saving the Defaults a
Message box Defaults Saved successfully. is displayed on the screen as shown in the following
screen snapshot.
51
After changing the defaults, when new item, template or configuration is added in the project,
these defaults are used and displayed on the Actuation form as shown below after selecting none
option.
52
To change the Tubing Material, Fitting Size, Fitting Type and Material and Gauge Scale of all the
line Items in the current project, select the entries in the corresponding combo boxes and click on
the Save Button.
After successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
on the screen as shown in the following screen snapshot.
53
54
55
The Increment value and Initial Value are mandatory. If these fields are not provided then it will
give an error message as shown below.
Tag Mask entries can be blank.
After changing all information click on the Save button. This will save all the information. And the
Message box Defaults Saved Successfully. Displayed on the screen as shown in the following
screen.
If Use Tag Mask is checked the default Tags are generated for Valve, Positioner, Transducer,
Booster, Switch, Solenoid as follows.
In generated tag Left Part of the Tag is the Tag Mask of that corresponding accessory and the
right part is the Next value from Project Preferences. Both these parts are separated by hyphen . If Tag Mask is blank then the default tag consist only the Next value.
56
When the Valve type is selected other than Preliminary Calculation or blank, and if Use Tag
Mask option is selected the next Tag is generated and displayed in the Tag text box of Size and
Selection form as shown in the following screen snapshot.
Similarly to generate tags for positioner, select positioner type other than blank or None. For
transducer select transducer manufacturer other than blank or None. For booster, select booster
manufacturer other than blank or None, for switch select switch manufacturer other than blank
or None, for solenoid select solenoid type other than blank or None.
57
This screen contains the options to display the default Language, Default Configuration and
Number of Recently Used file list, which are disabled in project preferences. These values are
displayed from the user library.
This form is also contains text boxes to store Plant, Area, Unit Number information. These fields
are editable.
To change the values, make entries in the corresponding textbox and save defaults by clicking on
the Save button. After successfully saving the defaults, message box Defaults saved
successfully. is displayed on the screen as shown in the following screen.
58
After changing the defaults, when new item, template or configuration is added in the project,
these defaults are used and displayed on the Item Data form as shown below.
59
Factory Notes
Factory Notes tab displays the default Factory Notes for the Line Items/Templates.
This screen contains the Factory Notes added to Project in Available Notes From Project tab,
user can move these Factory Notes by selecting them to Default Notes For Project tab. The
Factory Notes added into this tab are assigned as default Factory Notes for Line
Items/Templates.
After Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
on the screen as shown in the following screen snapshot.
After changing the defaults, when new item, template or configuration is added in the project,
these defaults are used and displayed on the Technical Notes form as shown below.
60
61
Note If ValSpeQ Standard or Lite edition is installed then the Price List Default frame is not
displayed on the User Preferences form.
To change the Product Scope and Price List Defaults of all the line Items in the current project,
select the entries in the corresponding combo box and click on the Save Button.
Price List combo box lists all the price list of the selected Facility in the Primary Facility.
If the current project contains one or more than one line items and ValSpeQ Professional edition
is installed then it will ask a confirmation message as shown below.
62
And if ValSpeQ Lite or Standard edition is installed then following message is displayed.
If yes is selected and Primary Source Facility is changed then a warning message for Quality
plans reset is displayed as shown in the following screen snapshot.
After clicking on OK button all unfreeze line items source facility and price list is changed to the
selected. In case of ValSpeQ Standard and Lite edition only source facility is changed.
If the Source Facility is changed then the Quality Plans of all unfreeze line items is reset and
Pricing of all unfreeze line items is calculated by ValSpeQ. If ValSpeQ is unable to calculate the
price of some line items then a message box which lists those line items is displayed as shown
below.
The line items, which are listed in this message box, are invalidated on pricing.
After Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
on the screen as shown in the following screen snapshot.
63
After changing these defaults, when new line item or template is added these defaults are used
for that item or template and displayed on the User Defaults form as shown in the following
screen.
64
ITP/NACE/PED/ATEX Tab
ITP/NACE/PED/ATEX Tab displays the default PED, ITP, NACE and ATEX values as shown in
the following screen.
User can select default state of PED Required check box on Item Date form.
Default ITP Type can be selected by selecting ITP type in ITP Types combo box.
Defalt NACE Standard can be selected for Control Valve Line Item/Template.
User can select default Zone Classification, Temperature Class, Ambient Temperature Min,
Ambient Temperature Max in ATEX frame.
If PED Required check box is selected than Standard + European directive ITP should be
selected in ITP Types combo box by default. If User tries to select another ITP except Standard +
European directive + NACE while PED Required check box is selected then a message should be
displayed as follows.
65
If user selects Standard + European directive or Standard + European directive + NACE ITP
while PED Required check box is unchecked then a message should be displayed as follows.
After clicking on on OK button the PED Required check box should get checked.
If user selects Standard + NACE or Standard + European directive + NACE ITP in ITP Type
combo box and tries to save the changes without selecting anything in NACE Standard combo
box then a following message should be displayed.
After successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
on the screen as shown in the following screen snapshot.
66
The default values for Generic Materials are taken from the user preferences Generic Materials
after selecting new project option.
To change the default Calculation values, check or uncheck the corresponding checkbox and
save defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the above screen.
After saving the Generic Materials values, when the new item, template or new configuration is
added in the project that line item or template will use these defaults on Generic Materials tab on
the User Defaults form as shown in the following screen.
67
68
The default values for Preference for Air Groups are taken from the user preferences Preference
for Air Groups after selecting new project option.
To change the default Calculation values, check or uncheck the corresponding checkbox and
save defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the above screen.
After saving the Preferences for air Groups values, when the new item, new template or new
configuration is added in the project then that line item or template will use these defaults on
Preferences for air Groups tab on the User Defaults form as shown in the following screen
69
70
This utility facilitates the users to view and edit all the items in the Quote node at a single view.
The changes made can then be applied to the items in Quote node.
After invoking this option, all the Line Items from the Project will be displayed. The user can make
changes to any unfreezed line item. By default some columns are editable and some are noneditable which are shown in grey colour, user cannot make changes in non-editable columns.
By right clicking on column a pop-up menu is displayed as follows with Select Columns, Re-order
Columns, Mass Change and Auto Fill/Find Replace options. Re-order Columns and Mass
Change menus of this pop-up menu are in disabled state.
71
Select Columns option can be invoked by right clicking on any column heading of Spreadsheet
View window. User can select and deselect the columns to be displayed on Spreadsheet View
window as per his choice in Select Columns option.
User can fill the desired value or find and replace any value from any editable column with the
help of Auto Fill/Find Replace option.
There are three types of Auto Fill/Find Replace windows.
A) For the columns having Numeric data type.
User can fill the values automatically in the columns having Numeric data type. By clicking on
Apply button, the values get applied to the selected column, user can close the window by
clicking on Close button.
72
User can find and replace the text in the selected column having data type as text. By
selecting All option, all the values in column get replaced with the string in Replace With text
box, and by selecting Selective option only the string matching to the string in Find What text
box gets replaced.
User can find the entered string by clicking on Find button, Find Next button goes on next
occurrence of the entered string in Find What text box. Replace button replaces the string
found with the string entered in Replace With text box, Replace All button replaces all the
occurrences of the string, Close button closes the Find & Replace window.
C) For the Columns having Date data type.
User can find and replace the date in the selected column having date data type.
After making changes in the order of the Line Items, if user tries to close the Spreadsheet View
window the confirmation message is displayed as shown in the following screen with Yes and No
buttons.
73
On clicking on Yes button, the changes are applied to the Items in Quote node and on clicking on
No button changes made are not applied to the Line Items.
74
The current list of Items in the Project & the registered reports installed with the application are
displayed. The Items are listed on the left list view of the screen & the reports are grouped & listed
by category on the right tree view.
The Toolbar buttons
On clicking on ValSpeQ icon at the top left corner of the window, the quick menu for Open, Printer
Setup, Print and Preferences will be displayed.
The drop down menu at the top left corner of the window will show two options viz. Show Below
the Ribbon and Minimize the Ribbon.
75
Under this category user can select the Language of report, Dimensional Units and Factory
Documentation, user can also export the VReports to any of the formats available at the right
hand side of the window viz. PDF, Word and Excel.
Language of the report can be selected by clicking on Language dropdown at the left hand side.
Dimentional Units can be selected by clicking on Dimensional Units dropdown.
Default reports to be generated can be selected by clicking on Factory Documentation check box.
User can generate Print Preview by clicking on the magnigying glass.
Reports can be printed by clicking on Print button next to Preview.
Reports can be exported to PDF format by clicking on PDF Export button.
Reports can be exported to Word format by clicking on Word Export button.
Reports can be exported to Excel format by clicking on Excel Export button.
3. Settings
Under Settings tab user can setup printer and set Preferences for the Reports.
76
77
Selection of reports & options can be done in one of two ways. Each report can be selected
individually by clicking the reports name within the tree. This has the effect of toggling the report
as Checked to be printed or Unchecked to be ignored by the print run. Groups of reports can be
selected by clicking the Group name they are listed under. This has the effect of toggling all
reports under the group as Checked to be printed or Unchecked to be ignored by the print run.
Once the Items & Reports are selected, the print screen is ready to print by clicking on either the
Magnifying Glass button for preview or the Printer button for print to default printer.
When any of the buttons on menu bar is clicked, the printing of selected reports starts, the
progress of printing is displayed along with the name of the report that is being printed and the
percentage completed, at the bottom of the VReports window as shown in above window.
78
79
80
81
Template Library
The Template Library menu on the application menu bar allows the user to export and import
templates.
It contains following sub menus:
- Export Templates
- Import Templates
82
Item
An Item is either a Valve configuration or Level configuration consisting of service conditions,
valve/level selection, material selection, accessories, if any, & other configuration data.
A project can consist of multiple Items. All the Items are listed under the Quote (Quote Number)
folder/node on the Project Tab page. The Item menu on the application menu bar allows the user
to perform various operations related to item of type Control Valve/Level.
The following screen shows the options available on the popup menu on the right click of Item
node.
List of Items
Various functions associated to an Item are listed below. Most of these functions can be invoked
either by right clicking on the Item node or from the Item menu on the application menu bar.
1. Add
Control Valve
Level
Accessories
Actuator
Positioner
Transducer
Booster
Switch
Solenoid
Airset
Regulator
2. Copy
83
Add Item
This option will facilitate the user to add an Item either a Control Valve or Level to the Project. The
user will be displayed a blank Sizing & Selection screen for Control Valve and a blank Service &
Level screen for Level. A node is added under the Quote folder/node.
Steps:
1. Select Add Control Valve/Level/Accessories/Regulator menu option from the Item menu.
The Add option can also be invoked by right clicking on the Quote folder/node & then
selecting the Add Control Valve/Level/Accessories/Regulator option from the popup menu.
2. The blank Sizing & Selection screen / blank Service & Level /Accessory /Regulator screen will
be displayed and a new node will be added under Quote folder/node.
84
85
86
87
Existing Item :
1. If an existing Item is modified & the changes are to be saved then select Save option from
the Item menu on the application menu bar or Alt+I & then S to Save.
The Save option can also be invoked by right clicking on the Item whose configuration has
been modified & then select the Save option from the popup menu. This method of saving an
Item can be used only with an existing Item & cannot be used for saving a New Configuration.
2. User will be prompted to confirm saving of the Item either with a revision or without a
revision determined by the checking or unchecking of the checkbox provided on the Save
Confirmation box.
The following screen is captured after invoking the Save Item option.
88
3.If the Save with Revision checkbox is unchecked then on clicking the Yes button
the Item is saved normally.
4.If the Save with Revision checkbox is checked then on clicking the Yes button a
new screen displaying the Revision details is displayed. On clicking OK button present
on the form, the item will be updated accordingly.
The following screen is captured checking the checkbox:
89
90
91
92
93
Template
A Template is a valve configuration consisting of service conditions, valve selection, material
selection, accessories, if any, & other configuration data. The only information that is not
applicable to a Template is Tag, Quantity, Notes & Pricing information.
A Template is a configuration, which can be used directly by the user for adding similar
configuration Items within the project & then only update or modify certain data or parameters.
A project can have multiple Templates. All the Templates are listed under the Template Library
folder/node on the Project Tab page.
List of Templates
Various functions associated to a Template are listed below. Most of these functions can be
invoked either by right clicking on the Template node or from the Template menu on the
application menu bar.
The various options against each Template are as follows
1.
2.
3.
4.
5.
6.
Add
Copy
Copy Template To Quote
Delete
Save
General Info
94
Add Template
This option will facilitate the user to add a Control Valve or Level Template to the Project. The
user will be displayed a blank Sizing & Selection or Service & Level screen. A node is added
under the Template Library folder/node.
Steps:
1. Select Add option from the Template menu or Alt+T & then A to Add. The Add option can also
be invoked by right clicking on the Template Library node & then selecting the Add Template
option from the popup menu. After invoking Add option the user can select Control Valve or
Level or Accessories or Regulator option from the Add menu.
2. A blank Sizing & Selection screen will be displayed if the user selects Control Valve option, a
blank Service and Level form will be displayed if the user selects Level option, a blank
Accessory form will be displayed if the user selects any of the Accessory option, a blank
Regulator form will be displayed if the user selects Regulator option & a new node under
Template Library folder/node is added.
The following screen is displayed after adding a Template.
Copy Template
95
96
97
Delete Template
This option will facilitate the user to delete a Template from the Template Library folder/node.
Steps:
1. Select the Template to be deleted from the Template Library folder/node.
2. Select Delete option from Template menu on the application menu or Alt+T & then D to
Delete. The Delete option can also be invoked by right clicking on the Template node & then
selecting Delete option from the popup menu.
3. User will be prompted to confirm in order to avoid accidental delete. This will be done only if
such a setting is made under the User Preference.
The following screen is displayed on invoking the Delete option from the Template menu.
98
99
100
Overlay Template
User can overlay a line item with a template using Overlay Template on Filtered as well as nonfiltered items. The freeze line items cannot be overlaid by a template.
To apply the Overlay Template invoke Overlay Template option available under Template menu
or right click on the template. After invoking Overlay Template the following screen will be
displayed.
Configuration Tab
Project Tab
It will display configuration and Project tabs. On configuration tab there will be forms and on
Project tab there will be the available unfreeze items in the project.
If overlay template is invoked on control valve line items then only the unfreeze Control Valve Line
Items will be displayed on the Project tab and forms related to control valve will be displayed on
the configuration tab.
The sizing, selection, quality plans, factory notes and accessory forms will be displayed.
Backup of the current project will be taken before continuing the overlay process. The backup will
be saved in the location where the project is saved.
101
If a backup file is already available in the location then a message will be displayed whether to
overwrite the file or not.
When the overlay process is completed the following message is displayed.
102
Settings
The Settings menu on the application menu bar allows the customer to set values or parameters
that would be used for the current project at various stages.
1. Pricing
2. Factory Notes Library
2.1 Manage Factory Notes / Groups / Collections
2.2 Import Factory Notes
2.3 Export Factory Notes
3. User Preferences
4. Manage Customer Library
5. ITP Management
The following screen displays the above-mentioned options under the Settings menu. Import
Factory Notes and Export Factory Notes menus are disabled and are unavailable in this
version.
103
Price List
Pricing for an Item is derived & dependent on the Price List that is selected. Select a Price List
from the drop down list that should be used for deriving Item Price.
Quote Discount
Quote Discount is applied to all the Items in the Quote. Provide a Quote Level Discount
Percentage (%). Range for Quote Level Discount Percentage value is from 100.00 to +100.00
(%).
Note: Line Level Discount & Component Level Discount overrides Quote Level Discount.
Discount Template
A Discount Template may consist of one or more Line or Component Level Discount definitions.
104
Select Discount Template from the drop down list against the field labeled Title. Discount
Templates are not available on Application Startup or New Project. Discount Templates created
are applicable only to the current Project.
Add Discount Template
To add a Discount Template provide a Discount Name in the Title field. Add one or more Line or
Component Level discount definitions.
Add Line or Component Level Discount Definition
To add Line or Component Level discount definition select one of the options from the Discount
Level drop down list.
If Line Level is selected, the Component drop down list is disabled & the Filter drop down list is
populated from the current Items configured in the Project.
If Component Level is selected, the Component drop down list provides a list of different
components. Select a component from the drop down list. The Filter drop down list is populated
for the selected Component from the current Items configured in the Project.
Provide Line or Component Level Discount Percentage (%). Range for Discount % value is from
100.00 to +100.00 (%).
Click on the Add button to add the Line or Component Level discount definition. The definition will
be displayed in the grid. The grid displays a list of Line or Component Level discount definitions
for the selected Discount Template.
Delete a Line or Component Level Discount Definition
To delete, double click the Line or Component Level Discount Definition displayed on the Grid.
Preview
Enable the preview option to virtually compute Quote Total Price or Project Extended Net Total
after applying the Discount Template to the current Project but without updating the database.
Apply Button
On hitting the Apply button the Discount Template & its definitions are stored & individual Item
prices are re-computed after applying the Quote Level Discount, which is overridden by Line
Level Discount & is finally overridden by Component Level Discount. Discounts are not applied to
all those components of the Items configured where component level discount locks are applied.
Individual component level discount locks can be applied using the Pricing node on the
Configuration tab page for the selected Item.
Finally the extended price for all valid Items is summed up to display Quote Total Price.
If the Preview option is disabled, the changes are applied to all the Items & the database is
updated.
OK Button
If a new Discount Template is created or any new definitions are added or deleted for a existing
discount template & is applied with preview disabled, then hitting the OK button will close the
Settings Pricing screen.
If a new Discount Template is created or any new definitions are added or deleted for a existing
discount template & is not applied, then hitting the OK button will prompt the user whether to
apply the Discount Template. On approval, the discount template will be applied & the price for all
the Items will be computed & the database will be updated. On rejecting the same, the Size &
Select & Pricing node for all the Items will be set to invalid & the Item will also be set to invalid.
105
Cancel Button
If the Cancel button is hit prior to applying the Discount Template, the discount definitions will be
lost & will close the Settings Pricing screen.
If the Cancel button is after applying the Discount Template, the discount definitions created after
applying the Discount Template will be lost & will close the Settings Pricing screen. The discount
definitions set prior to applying will still exist.
106
After clicking on Manage Factory Notes / Groups / Collections option following screen will be
displayed.
107
108
After creating FN Group and FN Collections for the group, you can apply that FN Group to the
Current Project.
To Apply the FN Group to Current Project Click on Assign Group to Project tab.
After Clicking on Assign Group to Project tab following screen will be displayed.
109
After assigning FN Group to current Project, the Applied FN Group text box displays the applied
group name.
After applying FN Group to the current project, all Factory Notes and collections of that group are
copied from Library to the project file i.e. vnx file. These Factory notes are listed in the Selected
Notes for Project list along with Standard Factory Notes under the Create Factory Notes tab as
shown below.
110
111
112
Now click on save button to save factory note. This will ask to select the location to store the
factory note. This dialog box contains 2 options as Library and Project as shown below.
By default Library option is selected. Click on OK button to save the factory note in Library. Now
the Available Notes From Library List contains the added note as shown in following screen.
113
114
Then click on Save button. Select Project from the Library/Project window, as shown below.
Click on OK button to add Factory Note into Project. A message asking to save Factory Note in
Library will be displayed as shown below:
After clicking on Yes button Factory Note will be saved in Library also, on clicking on No button
the new Factory Note will be saved in Project only.
After successful save added factory note is listed under the Selected Notes For Project list as
shown in following screen.
115
116
After making changes click on Save button, to save changes. A confirmatory message box will be
displayed, as shown below.
Click on Yes button to save the changes. If you dont want to save changes click on No button.
Selected Factory note is updated as shown in following screen.
117
118
After making changes click on Save button, to save changes. A confirmatory message box will be
displayed, as shown below.
Click on Yes button to save the changes. If you dont want to save changes click on No button.
Selected Factory note is updated in Selected Notes for Project list as shown in following screen.
If the Factory notes Price list is changed and if that note is applied to any of the line item then that
items pricing is recalculated.
119
If Yes button is clicked the selected factory note is deleted from the Library. If No button is clicked
no factory note is deleted from the Library.
If the selected factory note(s) are associated with any Group or Collection in Library then following
confirmation message box is displayed.
If Yes button is clicked the selected factory notes are deleted from the Collections and Groups
first and then it is deleted from the Library.
120
If Yes button is clicked the selected factory note is deleted from the Project and from Project
Group. If No button is clicked no factory note is deleted from the Project.
If the selected factory note(s) are associated with any Collection in Library then following
confirmation message box is displayed along with the associated notes list.
If Yes button is clicked the selected factory notes are deleted from the Collections first and then it
is deleted from the Project and from the Group. And if No button is selected the selected factory
note(s) is not get deleted from anywhere.
If the selected factory note(s) are applied to any line items or template then following confirmation
message box is displayed along with the associated notes list.
121
If Yes button is clicked then selected factory notes are deleted from the applied notes for Line
item and template and from collections first and then it is deleted from the Project and from the
Group. And if No button is selected the selected factory note(s) is not get deleted from anywhere.
If the factory note which is deleted is associated with any line item(s) then pricing of those line
item(s) to which factory note is associated is recalculated.
122
Enter the Note reference in the dialog box and click on the OK button. the selected Factory note is
inserted into Project, the reference field contains the entered reference as shown in following
screen.
123
124
125
126
Click on Copy menu, Selected Factory note are copied into library as shown in the following
screen.
127
128
After entering different reference click on OK button. This will copy selected factory note into the
Project only the reference field contains the entered reference. As shown in following screen.
129
After creating factory notes in Library, select Assign Notes to Groups tab, to create groups for
factory notes in Library.
After Clicking on Assigns Notes to Groups tab following screen will be displayed.
130
To create a new FN Group, click on Add Button, this will display a text box to enter FN Group
name. Insert FN Group Name in that Text Box and then Select Factory Notes from Available
Factory Notes in Library List and click on >> Button. You can select one or more factory notes
from the list. Now the Selected Factory Note(s) will be inserted into Notes Assigned to Group
List. After selecting Factory notes Screen will look as.
Now click on Save button to save FN Group. After saving a message is displayed as following.
131
Edit FN Group
To edit an existing FN Group select that Group in the FN Group combo. After selecting group
factory notes assigned for that group are listed under the Notes Assigned to Group list and
available factory notes from the library are listed under the Available Factory notes in library list.
To add factory note in the group select the note from the available factory Notes in Library list and
click on the >> button. this will insert the factory note in the Notes Assigned to Group list and
removes that list from the available factory Notes in Library list.
If the selected factory note is already exist in the available factory Notes in Library list then the
following confirmation message is displayed.
If Yes button is clicked the group note is replaced with the selected Factory note.
To remove Note from the Group select the notes from the Notes Assigned to Group list and click
on the << button.
If the selected factory notes are not associated with any FN Collection in Library then that notes
are removed from the Notes Assigned to Group list and added in the available factory Notes in
Library list.
If the selected factory notes are associated with any FN Collection in Library then the following
confirmation message is displayed.
If yes button is clicked those notes are removed from the Collection first and then removed from
the Notes Assigned to Group list and added in the available factory Notes in Library list.
132
After adding or removing Notes from the Notes Assigned to Group list Save button is get enabled.
Click on the save button to save changes made in the Group. After successful save Save button
is get disabled.
133
Delete FN Group
To delete a Group from the library select that Group in the FN Group combo and click on the
Delete button. Confirmation message box is displayed as shown below.
If Yes button is clicked the selected FN Group is deleted from the Library. And if No button is
clicked No FN Group is deleted.
134
After creating a FN Group, FN Collections can be created for that FN Group. To create FN
Collection click on Create Collections Tab.
The screen will look like:
135
To create a FN Collection in the project select the Project option from the From combo box or to
create a FN Collection in the Library select the Library option from the From combo box. Then
click on Add Button. Select the FN Group for which you want to create FN Collection. Select
Factory Notes from Factory notes in Group List to be inserted in the FN Collection. After
selecting each factory note FN Collection text box display the comma separated list of selected
factory notes is displayed in FN Collection Text box.
136
Now click on save button to save FN Collection. A successful save message is displayed as
following.
Edit FN Collection
To edit a collection from the Project select the Project option from the From combo box and to edit
a collection from the Library select the Library option from the From combo box. After selecting
the option FN Group combo box is filled with the available groups according to selections.
To edit a FN Collection first select the group for which that FN Collection is created. After
selecting Group select the Collection from the FN Collection combo.
To add a note in the collection check that note from the Factory Notes in Group list. To remove a
note from the collection uncheck that note from the Factory Notes in Group list.
After changing the collection notes Save button is get enabled and Delete buttons caption is
changed to Cancel. As shown in the following screen.
137
To save changes made in the collection click on the Save button. After successful save, following
confirmation message is get displayed on the screen.
138
Delete FN Collection
To delete FN Collection from the Project select Project option from the From combo box and to
delete FN collection from the Library select the Library option from the From combo box.
To delete FN Collection from the group first select that group in the FN Group combo box. After
selecting Group select the Collection from the FN Collection combo box.
After selecting the FN Collection click on the Delete button. This will display a confirmation
message as shown in the following screen.
Click on the Yes button to delete the selected FN Collection. After successful deletion of the FN
Collection following message box is displayed.
139
Apply FN Collections
To Apply FN Collections to Line Items/Templates select the Apply FN Collection tab. After
Clicking on Apply FN Collections tab following screen will be displayed.
140
Click on Apply button. this will apply the selected FN Collection to the selected line items and
message box is displayed as shown below.
141
After clicking OK button, the applied FN Collections can be seen in the list view under the FN
Collection column and Apply button gets disabled, as shown in the following screen.
After applying FN Collection to line items, the pricing of those line items is recalculated.
142
143
Then select the FN Collection and Templates, this will enables the Apply button as shown in
following screen.
144
Click on Apply button. This will apply the selected FN Collection to the selected templates and
message box is displayed as shown below.
After clicking OK button, the applied FN Collections can be seen in the list view under the FN
Collection column and Apply button gets disabled, as shown in the following screen.
145
To Find and Replace a particular Factory Note from applied FN Collection select the Find &
Replace Factory Notes tab. Find & replace Screen is displayed as shown in following screen.
146
Then click on the Replace button. This will replace the find reference with the replace reference
and message box is displayed as shown below.
147
After clicking OK button, the list displays the updated FN Collections of Line items as shown
below.
To remove the factory note reference from the applied FN Collections select the Nothing option in
the Replace with FN ref combo box.
After replacing Factory note for line items, those line items pricing is recalculated.
148
149
Then click on the Replace button. This will replace the find reference with the replace reference
and message box is displayed as shown below.
After clicking OK button, the list displays the updated FN Collections of Templates as shown
below.
To remove the factory note reference from the applied FN Collections select the Nothing option in
the Replace with FN ref combo box.
150
User can export the factory notes/group either from Library or Project by selecting the Library or
Project radio button respectively.
The option for factory notes or group is available in the Export combo box.
When group option is selected the available groups are displayed in the Group Name combo box
and all the factory notes in that group are displayed in the list view. The check box before the
factory notes is disabled.
When factory notes option is selected all the factory notes in the project are displayed in the list
view. The factory notes can be selected or deselected.
By default the export file path will be in My Documents folder of the current user and the file name
will be PRG00001.vun. However user can change the default path and file name.
If PRG00001.vun already exists on the same path then a following message will be displayed
after clicking on Export button.
151
Click on Yes button will overwrite the existing file and clicking on No button will close the message
box.
After the file is exported successfully the following message will be displayed.
The Export Factory Notes window can be closed using the Close button or the cross button.
152
User can select an already exported .vun file using the open folder icon.
The factory notes/group in the exported file can be imported either in the library or in the current
project. If the file contains group then the group name will be displayed in the Group Name text
box.
If group is to be imported then the factory notes in the group cannot be deselected.
If factory notes are to be imported then the factory notes can be selected or deselected.
If the group with the same name exists in the Library then after clicking on Import button the
following window will be displayed.
153
User can Append the group to existing group or Rename the group with different name or
Replace the existing group with the new group.
If Project contains a group assigned to it the while importing the group with different name into
Project the follow message will be displayed.
Click on Yes button will remove the existing group and clicking No button will cancel the process.
If Project contains a group which has the same name as the group being imported then the
following message will be displayed.
Clicking on Yes button will reapply the group and clicking on the No button will stop the process.
After clicking on Ok/Yes button of the above tthree windows the backup of the current project is
taken in the My Documents folder and the following message is displayed.
154
The Import Factory Notes window can be closed using the Close button or the cross button.
155
User Preferences
To Open User Preferences form, invoke the option available under Settings -> User Preferences.
After clicking on User Preferences option, following screen will be displayed with following Tabs
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Calculation Variables.
Unit of Measure.
Service Conditions.
Actuation.
Tubing
Tag.
General.
Confirmations.
Product Scope & Pricing.
PED/ITP
Generic Materials
Preferences for Air Group
156
By default calculation variables are initialized to their default values as listed below.
Max. Velocity Liquid
Preliminary FL
Cv Oversize Factor
Min Sound Level
Max Sound Level
Sound Tolerance Level
Print Information Messages
33
0.9
1
70
90
IEC
True
By default Save and Cancel button is disabled. If user make any changes on the form then Save
and Cancel button is Enabled.
Click Save button to save the changes made. And to discard the changes made on the form click
on the Cancel button.
157
After saving the Calculation Defaults when the new project is created these defaults are copied
from user library to new project and applied to added line items and templates in that project.
158
This screen consist defaults Unit of Measure for Liquid Flow Rate, Gas Flow Rate, Steam Flow
Rate, Two Phase Flow Rate, Two Phase Gas Density, inlet Pressure, Temperature, Liquid
Velocity, Length and Calibration.
By default unit of measures are initialized to their default values as listed below.
Unit of Measure
Liquid Flow Rate
gpm
Gas Flow Rate
scfh
Steam Flow Rate
lb/h
Two Phase Flow Rate
lb/h
Inlet Pressure
psi a
Temperature
deg F
Liquid Velocity
ft/s
Length
in
Two Phase Gas Density
lb/ft3 14.73 psi a, 60 F
Calibration
psi g
159
To change the Default Units, select entries in the corresponding combo box and click on the Save
Button. After Successfully saving the Defaults, a Message box Defaults Saved successfully. is
displayed on the screen as shown in the following screen snapshot.
After saving the Units of Measure when the new project is created these units defaults are copied
from the user library to new project and applied to added line items and templates in that project.
160
This screen includes the four service conditions headings used in the Size & Selection form. The
default Values for the Service condition headings are
First heading
Min
Second Heading
Norm
Third Heading
Max
Fourth Heading
Other.
Design Pressure
Design Temperature
0
100
161
To change the Service Conditions Headings and Design Pressure and Temperature for line Items
and Templates, change the entries in the corresponding fields and click on the Save Button. After
successfully saving the Defaults a Message box Defaults Saved successfully. is displayed on
the screen.
After saving the Service Conditions when the new project is created these Service Conditions are
copied from the user library to new project and applied to added line items and templates in that
project.
162
Actuation Tab
Actuation tab displays the Actuation defaults that are used in the Actuation form. These defaults
include Fail Position and Air Action, as shown in the following screen.
Closed
Air to Open
163
To change the Actuation Defaults, select the entries in the corresponding combo box and click on
the Save Button. After Successfully saving the Defaults a Message box Defaults Saved
successfully. is displayed on the screen.
After saving the Actuation defaults when the new project is created these defaults are copied from
the user library to new project and applied to added line items and templates in that project.
Tubing
After selecting the tab, following screen will be displayed. This will display the Tubing options
available, as shown in following screen.
164
To change the Tubing values on Tubing & Airset accessory of Control Valve select the entries in
corresponding combo boxes and click on Save button. After saving the changes the following
message is displayed
After saving the Tubing defaults, when the new Project is created these defaults are copied from
Library to New Project and applied to newly added Control Valve Line Items/Templates.
Product Scope and Pricing Tab
Product Scope and Pricing Tab displays the default Primary Source Facility and Price List as
shown in the following screen.
Price List combo box lists all the price list of the selected Product Facility in the Primary source
facility.
Note If ValSpeQ Standard or Lite edition is installed then the Price List Default frame is not
displayed on the User Preferences form.
165
To change the Product Scope and Price List Defaults for new projects, select the entries in the
corresponding combo box and click on the Save Button. After Successfully saving the Defaults a
Message box Defaults Saved successfully. is displayed on the screen.
After saving the Product Scope and Pricing defaults when the new project is created these
defaults are copied from the user library to new project and applied to added line items and
templates in that project.
166
Tag Tab
After Selecting Tags following screen will be displayed.
167
If the Use Tag Mask on New Project Check box option is unchecked, all the text boxes on the
Tag tab are disabled. When it is checked, all text boxes on the Tag tab are enabled.
If the User Preferences screen is opened for the first time, by default Use Tag Mask on New
Project check box is unchecked.
To change Tag defaults first check Use Tag Mask check box and then make entries in Tag Mask
fields and Initial and Increment values.
168
The Increment value and Initial Value are mandatory. Tag Mask entries can be blank.
If these fields are not provided then it will give an error message as shown below.
After changing all information click on the Save button. This will save all the information in the
database. And the Message box Defaults Saved Successfully. Displayed on the screen as
shown in the following screen.
After saving the Tag defaults when the new project is created these defaults are copied from the
user library to new project and applied to added line items in that project. If Use Tag Mask option
is checked then default tags is generated for new added line items and configurations in new
project.
169
General Tab
To change the ValSpeQ general options select the General Tab, the following screen will be
displayed.
This screen contains the options to select the default Language, Default Configuration and
Number of Recently Used files.
Default language is English and currently this is the only available language.
By default, values for Default Configurator is Control valve and for recently used file list is 4.
When the ValSpeQ application is started or when New Project is selected the New Configuration
will be created as per the value set in the Default Configurator in the User Preference screen.
When Recently Used Files number is changed from the User Preferences screen, the number of
Recently Used Files displayed under Project menu is also changed.
170
This screen also contains Four text boxes to store user information - User Name, User Location,
User Phone and User Email. These defaults are used in new added line items, template and
configuration. User Name, User Location and User Phone is displayed on the Item Data form as
shown in the following screen.
User can select Serial Plate Language and Contractual Language from Serial Plate Language
and Contractual Language combo boxes.
171
Confirmation Tab
Confirmation tab contains the options which decides whether to display the Confirmation
message box or not on the selected conditions.
172
173
This tab contains the PED Required check box and ITP Types combo box.
By default check box is unchecked and the default value of ITP Types combo box is Standard
ITP.
After saving the changes the following message is displayed.
After saving the changes when New Project is created the values from Library are copied to New
Project and applied to newly added Control Valves/Level/Accessories.
174
This tab contains the values for Trim Package, Packing Package and Bolting Package materials.
By default all check boxes are unchecked. After selecting Select All check box, all the check
boxes on this tab get selected.
After saving the changes the following message is displayed.
After saving the changes when New Project is created the values from Library are copied to New
Project and applied to newly added Control Valves/Level.
175
This tab contains values for Air Groups for Automation Selection.
By default None value is kept, however, user can change it from the options present in the
corresponding drop boxes and save it by clicking on the Save button.
After saving changes the following message is displayed.
After saving the changes when New Project is created the values from Library are copied to New
Project and applied to newly added Control Valves/Level.
176
After clicking on Manage Customer Library option the following screen is displayed.
177
178
If values in all the fields are being entered/edited and if user clicks on Ok button then the details
get saved, but if user has omitted any of the mandatory field then a corresponding message is
displayed for the field which has been omitted.
While adding/editing if user clicks on Cancel button then a following message is displayed.
179
Functionality of all the fields and buttons will be same except for Ok button of Customer Library,
after clicking on Ok button the following message will be displayed.
180
Clicking on Yes button will copy the details of selected customer to the tab on which the Customer
Library window is invoked. Clicking on No button will close the Customer Library window without
copying information.
181
The status of filter along with filtered Line Items is displayed on Title bar of the above window.
This screen contains following controls
Existing ITPs From combo box
This combo box contains two options viz. to list the existing ITP from the Project or from Library.
By default Project option is selected and all ITPs from Project are displayed in the list view.
182
Create toolbar
This toolbar button contains two options viz.
i) Create ITP and Create ITP From Library options when Project option is selected in the
Existing ITPs From combo box.
ii) Create ITP and Create ITP From Project options when Library option is selected in the
Existing ITPs From combo box.
By default this toolbar is in enabled state.
Create ITP
To add a new ITP user should click on Create ITP button, the following window will be displayed.
183
The next incremented reference number appears in Reference text box, user can edit the digit in
Reference text box.
184
Functionality of Reference textbox, ITP Type combo box, ITP For combo box and ITP Title
textbox, Add/Cancel buttons is same as that for the Create ITP option.
Get ITP General Information From Library
This frame has two fields Reference combo box and ITP Title text box.
Create ITP From Project
By clicking on Create ITP From Project option user can add a new ITP in Library having General
Information as that of existing ITP from Project as displayed in following window.
185
Functionality of Reference, ITP Type, ITP For, ITP Title, Reference, ITP Title is same as that of
Create ITP From Library. The general information of ITP from Project will be copied to the ITP
that is being newly created in the Library.
Copy toolbar
This toolbar contains two options viz.
i) Copy and Copy to Project when Library option is selected in the Existing ITPs From combo
box.
ii) Copy and Copy to Library when Project option is selected in the Existing ITPs From combo
box.
By default this toolbar is in enabled state.
186
Copy
After clicking on Copy option a following message will be displayed.
Clicking on Yes button will copy the selected ITP, clicking on No button will not copy the selected
ITP.
Copy to Library
After clicking on Copy to Library option a following message will be displayed.
187
Clicking on Yes button will copy the selected ITP to Library, clicking on No button will not copy the
selected ITP to Library.
Copy to Project
After clicking on Copy to Project option a following message will be displayed.
Clicking on Yes button will copy the selected ITP to Project, clicking on No button will not copy the
selected ITP to Project.
Save ITP button
By clicking on Save button user can save new/updated ITP, following message is displayed on
clicking on Save button after making changes to the existing ITP.
Clicking on Yes button will auto increment the revision number and save the changes, clicking on
No button will display the following message.
188
All the options selected for the ITP are displayed on this window, user can navigate through the
ITPs by clicking on Previous ITP, Next ITP buttons given at the top of the window. However this
window is non-editable. By clicking on Close button, user can close this window.
Delete button
On clicking on Delete button, the following message is displayed.
189
Clicking on Yes button will delete the selected ITP, clicking on No button will not delete the ITP.
If the selected ITP for deletion is associated with freezed Line Item then the following message is
displayed.
If the selected ITP is associated with Line Item then the following message is displayed.
If the selected ITP is associated with Template then the following message is displayed.
If the selected ITP is associated with both Line Items and Templates then the following message
will be displayed.
Close button
On clicking Close button the ITP Management window gets closed. If all the Line Items in Project
do not have an ITP associated with them or there is at least one ITP in the Project which is not
assigned to any Line Item then the following informative message is displayed while closing the
ITP window.
190
191
On clicking the OK button, the message is closed and the previous revision number is displayed
in the revision box and the ITP remains in edit mode.
Copy General Information button
The general information of the selected ITP except ITP Title and revision number can be copied
to all the available ITPs in the Project by clicking on the Copy General Information button.
Organizational Information list view
General information related to organization like organization name in Organization column,
contact name, phone and e-mail in Contact Name, Phone or E-Mail column, Notification Schedule
can be filled in respective columns by clicking on in the text box.
By default in all three rows of Organizational column has None in it.
User can select the check boxes for Partial Final Inspection authorized, Final Inspection Released
Note and Release Note for Packaging options, they are reflected on VReports. By default the
check boxes are unchecked.
Contractual language and Name Plate language labels display Contractual and Name Plate
language from Project Preferences.
Comment text field
User can enter comments into this text field.
ITP Options tab
After clicking on ITP Options tab the following screen is displayed.
192
There are seven sub tabs viz. Regulation & Design Code, Raw part testing/NDT & matl
certification, Finished part/product NDT & Testing, Cleaning, Painting, Packaging and
Certification under this tab. Every sub tab has a different set of options.
User can select/de-select the options for the selected ITP by clicking their corresponding check
boxes.
By default all the sub tabs are displayed in green tick mark. When Standard+NACE or
Standard+PMI ITP is created the 'Raw part testing/NDT & mat'l certification' tab is displayed in
red cross mark, user has to click on this tab in order to turn it to green tick mark.
User can enter information in Testing Plan and Procedure columns, Doc checkbox can be
checked or unchecked and percentage can be either entered manually or selected from the drop
down menu of % to be inspected column. User can either manually type W, H or R or select an
option from the drop down menu in the ORG1, ORG2 and ORG3 columns.
User can manually enter revision number in the Revision column or it is auto incremented while
saving the changes.
193
There are two buttons Add Option and Delete Option at the top of ITP Options tab.
Additional option can be added into the selected ITP by clicking on Add Option button, after
clicking on this button, the following window is invoked.
The Add ITP Options window will have Category Label, combo boxes form Sub Category, Sub
Sub Category, Requirement, Standard, and Acceptance Criteria, text box for Procedure, buttons
for Add and Cancel.
Add button
By clicking on Add button the additional option gets added. If user clicks on Add button without
entering anything in Requirement field then following message is displayed.
Cancel button
By clicking on Cancel button, additional option is not added and Add ITP Options window gets
closed.
Delete Option button
User can delete the newly added additional option by clicking on Delete button on ITP Options
tab.
194
By default Delete button is in disabled state, it turns to enabled state only when a newly added
additional option is selected. After clicking on Delete button the following message is displayed.
On Finished part/product NDT & Testing sub tab if the Hydrostatic test Requirement under Basic
Sub Sub Category of Testing Sub Category has W or H point in any of the ORG columns then the
following note is displayed on ITP General Information tab.
195
User can assign ITPs to Line Items/Templates on this tab. Default focus is always on Items radio
button.
196
By default Save Item Assignment button is in disabled state, it turns to enabled state only when
the Line Item/Template and an ITP are selected.
If the selected Line Item/ Template already has an ITP associated with it and if user tries to apply
a different ITP to it then the following message is displayed.
Clicking on Yes button will disassociate the previous ITP and associate the new ITP, clicking on
No button will no assign new ITP.
If the selected ITP is not appropriate for the selected Line Item/ Template then the following
message is displayed.
User can disassociate an ITP from Line Item or Template by selecting the ITP associated with it
and deselecting the Line Item/Template and clicking on Save Item Assignment button, after
clicking on Save Item Assignment button the following message is displayed.
197
Import ITP
This option facilitates the user to import ITPs into the current Project / Quote from another project
via previously exported file having .vin extension.
This option is available under ITP sub menu of Settings menu. The same option should be
invoked using the shortcut keys- Alt+S+I+M.
After clicking on Import ITP option, the following screen will be displayed.
User can import ITP either into project or library by selecting the Project or Library radio button
respectively, by default Import Into Project is selected.
198
All the ITPs in the Project will be displayed in the list view & selected by default. The user has the
option to de-select all and select a few.
When Library option is selected, all the ITPs in the Library are displayed in the list view. The ITPs
can be selected or deselected
Click on the Import button or press Alt+I key to start the import process.
Before starting the import process, the application takes a backup of the current project and the
user will be informed about the backup location. This helps the application to restore the database
from the backup in case of an unsuccessful import operation. But if the application fails to restore
the backup, the user will have to manually restore the backup.
The backup of the current project is taken in the same folder from where project file is opened and
the following message is displayed
Close
Click on the Close button or press the Alt+C keys to close the Import Form.
199
Export ITP
This utility facilitates the users to export the ITPs of current Project to other ValSpeQ user. The
exported ITPs can then be imported in any other Project.
This option is available under ITP option of Settings menu. The same option should be invoked
using the shortcut keys- Alt+S+I+X.
User can export the ITP either from project or library by selecting the Project or Library radio
button respectively, by default Export From- Project is selected.
All the ITPs from the Project will be displayed in the list view & selected by default. The user has
the option to de-select all and select a few.
When Library option is selected all the ITPs in the Library are displayed in the list view. The ITPs
can be selected or deselected.
By default the export file path will be in My Documents folder of the current user and the file name
will be PRG00001.vin. However user can change the default path and file name by clicking on the
(open folder) button.
Click on the Export button or press Alt+E key to start the export process
200
Clicking on Yes button will overwrite the existing file and clicking on No button will close the
message box.
As the utility starts, the progress bar will be displayed.
After the file is exported successfully the following message will be displayed
Close
Click on the Close button or press the Alt+C keys to close the Export Form.
201
Tools
The Tools menu on the application menu bar allows the customer to perform/invoke various
ValSpeQ related utilities.
Following are the different options available under Tools Menu.
In tools Import - This is the only option currently listed but still not available under Tools menu.
ANSI Calculator
This tool allow the user to determine
The minimum ANSI rating for a given body material, pressure and temperature.
Allowable working pressure for a given body material, rating and temperature.
Hydrostatic test pressure for a given Valve size, body material and rating.
202
203
Leakage Calculator
Allow the user to calculate the Allowable Leakage for a given Line, Valve Size, Rating, Trim Type,
Plug Type and Flow Direction, Rated CV and Leakage Class.
The user can also derive the allowable leakage value by specifying Manual specifications like
Rated CV, Leakage Class and Test pressure.
204
UOM Converter
Allow the user to convert One Unit value to different Unit.
205
206
Note that the PED screen cannot be edited with the exception of the Order No..
Two selections are available from the File menu:
Selecting Print will print a Design check report using a underlying spreadsheet macro. An
intermediate screen allows choices for printing language and paper size.
207
The second selection from the File menu is Exit. Selecting this option will dismiss the PED
screen, save the evaluation result to ValSpeQ memory, and return focus to ValSpeQ.
208
209
210
Filter
Invoking Quote Item Filter (QIF)
The user can invoke the Filter functionality by clicking on the ToolsFilterAdd/Edit Filter Or by
right clicking on the Project/Quote node. A message will be flashed if no line items exist for the
project & will not proceed further.
Invoking QIF: -
To create a new filter, user will be able to select Add/Edit option available under Filter option from
Tools menu as shown in figure QIF 1. User will be able to invoke the same by right clicking on the
Project/Quote node & then selecting Filter & Add/Edit option as shown in figure QIF 2.
On invoking this option, following screen will be displayed to the user.
211
QIF 3
Data elements of QIF form: The filter screen will display following data elements.
Available Filter From Library
This contains a list of all filters in User Library (VUL). Filters that exist in the active Project
will be displayed in Red color. User can see filter details (filter criteria) by selecting the filter from
the list.
Available Filter From Project
This contains a list of all filters in project file (VNX). Filters that exist in Library will be
displayed in Red color. User can see filter details (filter criteria) by selecting the filter from the list.
Copying Filter
this copy button user can copy one or more selected filters from User Library
Using
to Project. When the filter is copied from Library to Project, it will be displayed in Red colour in
Library and Project Filter lists. If the filter with same name is present in project it flashes a
message TestFilter already present in project. Would you like to replace it? If user clicks on yes,
the previous filter is replaced with current filter definition.
this copy button user can copy one or more selected filters from Project to User
Using
Library. When the filter is copied from Project to Library, it will be displayed in Red colour in
Library and Project Filter lists. If the filter with same name is present in library it flashes a
message TestFilter already present in library. Would you like to replace it? If user clicks on yes,
the previous filter is replaced with current filter definition.
212
After copying a filter from Project to User Library or Vice-Versa the source filter remains selected
and user can see its details in area titled Filter Definition. If multiple filters are selected, details of
the last selected filter in multiple selections will be displayed.
Filter Definition
This area displays the Filter information like - Filter Name, Filter for (Configurator Type), Saved in
i.e. filter source (Project/Library) and the filter grid, which will contain filter conditions. Filter
condition has following fields, Topic Area, Attribute, Condition, Value and Operator (OR operator
is default). Ref. FilterGrid. The selected filter can be edited.
Filter Name
The name of a selected filter will be displayed. This will be an editable text box. The Maximum
length will be 50 characters. The Filter name will be mandatory. The user can add as well as
update the same.
Filter for
This dropdown will specify Configurator type. The user can create filters for Control
Valves/Levels/Accessories/Regulator. This list will be populated from PRODUCT field of
CO_LINE table and will contain distinct values for Configurator Type. This dropdown will be noneditable. Default value will be Control valve.
Saved in
This dropdown will contain values as Project and Library. This will indicate filter source database.
Default value will be Project.
Filter Grid
This Filter grid is nothing but True DBGrid. It has following columns,
Topic Area, Attribute, Cond (Condition), Value and Operat (Operator OR is default). As user
clicks on the cell the dropdown associated with the cell appears. The dropdown will have all
corresponding values populated. So that user can select value from the list. Also after the cell
looses the focus the selected value appears into the cell.
Each row of the grid contains one filter condition. Two or more filter conditions can grouped by
OR operator. The AND operator is placed on the Tab. Each Tab page has one group of filter
conditions. The result of each tab page will logically AND ed to get final result. As there are five
tab pages, one filter can have maximum of five filter condition group. Also there can be maximum
five filter conditions can be grouped.
Columns of filter grid 1. TopicArea
This dropdown will specify Topic areas for filter. The values for this dropdown will be listed from
VALSPEQNX_FORM, IS_FORCV,IS_FORLV,IS_REVISIONABLE fields of BTL_PARAM table.
Columns IS_FORCV,IS_FORLV,IS_REVISIONABLE are not visible. Only this list will be
populated based on the Configurator type, i.e. value selected from Filter For dropdown. This
dropdown will be non-editable.
Attribute
This dropdown will be populated after selection of Topic area. Attribute values will be populated
from VALSPEQNX_LABEL field of BTL_PARAM table for the selected Topic Area. This dropdown
will be non-editable.
213
a.
Not Equals
Using Not Equals condition the user can filter those items, where in the Attribute
value does not equals to the selected Value. E.g. user can filter all items that have its Valve Type
not equal to Globe Rotary.
b.
c.
Contains
Using Contains condition the user can filter those items, wherein the Attribute value
contains the selected Value. E.g. In the above filter screen, user can filter all items
where Valve Tag contains Tel value.
As the user adds new row into the filter grid OR operator will be automatically added into the last
cell of previous row. This means two filter conditions will be OR ed automatically. Same cell of
last row will not be blank. As there will be no filter condition next to it, which can be OR ed.
OR Operator The last cell will have default OR operator. For the last cell this cell will be blank.
OR operator is used when the user wants to satisfy any one of the filter conditions concatenated
with the OR operator.
E.g. in the above QIF 3 screen
There are two filter conditions
1. Valve Type =Globe Rotary and
2. Valve Tag contains FV
Assume that both filter conditions are concatenated with OR operator. So the filter should
st
nd
result all items from the project that are either satisfying 1 or 2 filter condition.
Value
This drop down will contain all distinct values for the selected Attribute and will be populated from
CONFIG tables PARAMVALUE field. This dropdown will be editable. The user can either select
or enter value in the dropdown.
AND Tab
Each AND tab has one filter grid. Result of each filter grid will be logically
AND ed.
Delete a filter condition from Grid
User can delete a particular filter condition by clicking on a delete button (a red cross
) placed near filter grid. This button will be disabled when there are no filter
image button
conditions present into the Filter Grid of current AND tab. Before deleting the condition row a
warning message will pop up. The message will specify which filter condition will be deleted as
shown in figure QIF 4.
214
QIF 4
If the user clicks Yes then the selected filter condition will be deleted. If the user clicks No
the filter condition will not be deleted.
After deleting the condition, the user will have to click on Save button to update the
database.
Create button This button will be available to create a new filter to be saved in Project or Library.
This button will be enabled by default.
Delete button This button will be available to delete a selected filter from Project or Library. This
button will be enabled by default.
Save button This button will be available to save a filter. This button will be disabled by default.
Cancel button This button will be available to cancel Create Filter operation or any changes to
existing filter. It will be disabled by default.
Apply button This button will be available to activate a selected filter. This button will be enabled
only when the Filter is selected from Project & it will be disabled if an active filter is selected and if
a filter from User Library is selected.
Close button This button will be available to close a filter window.
If no filter is Active and the user has invoked this form then the first filter from Project will be
displayed as selected. If any filter is Active then the same will be displayed as selected. The
selected filter details will be displayed in corresponding controls (the grid).
If filter is not Active & the user has invoked the above filter form, focus will be on the first filter of
Library.
If there are no filters available in the Project, then the first filter from User Library will be selected.
If there are no filters available in the User Library, then all the controls will display blank data.
If no filter is available in the project, then the first filter from User Library will be selected & if no
filter is available in the User Library, then it will display blank grids.
215
QIF 5
After filling in the values for Filter Name, Filter For, Saved in and values from Filter Grid such as
Topic Area, Attribute, Condition, Value, Operator, the user will have to click on Save button to
save the filter grid.
Enter the values in Filter Name & in the filter grid. Also select values for Filter For & Saved In
from drop down box & click on save button to save the filter.
Following Validations will be made on each row of filter grid:
The Value in the cell cannot be blank. The length of value entered in the cell will not be
greater than 250 characters.
216
The value in the cell should not be blank & maximum allowable character length is 256
characters.
The total number of filter conditions into one group cannot (Should not be) be greater than 5.
Red Cross delete button will be disabled if there is no filter conditions on AND tab.
For the last filter condition operator column value will be blank.
Filter Name will not be blank and will not accept more than 50 characters.
Duplicate Filter Name for the same Configurator Type will not be allowed.
To cancel the Create Filter process user will have to click on Cancel button.
217
To edit a Filter from the Library/Project, the user will have to click on the name from the list
titled Available Filters From Library/Available Filters From Project.
After clicking on the name, its data will be displayed in the corresponding controls in Filter
Definition frame. Filter Grid will have its filter conditions.
By default all controls will be in edit mode. If the user makes any changes to the filter definition, a
form will be made dirty. The Save, Cancel button will be enabled. The Create, Delete, Apply and
Navigation button will be disabled.
By default Filter Grid will be in edit mode. If user makes any changes in the filter grid, a form will
be made dirty with enabling Save & Cancel buttons & disabling the Create, Delete, Apply &
navigate buttons.
Saved In drop down box is disabled in edit mode of filter
To save the Filter user will have to click on Save button.
To cancel the Edit Filter process user will have to click on Cancel button.
Save Filter: -
218
After clicking the Save button, all the values will be inserted/updated into the database.
After saving the filter, the Available Filter From Library/Available Filter From Project lists will be
refreshed.
If the user has edited and saved an Active Filter, then a message will be flashed as You have
updated an Active Filter. Do you want to re-apply the same?
If the user selects Yes then the updated filter will be reapplied. If the user selects No then current
applied filter will be de-activated and the project will be populate all the items.
Deleting a Filter: -
219
QIF 6
The message will have filter name (in above figure it is Filter1) to be deleted. If User
clicks on Yes button the selected filter will be deleted from the database. If User click on NO
button filter will not be deleted.
If the user is trying to delete the Active Filter, a warning message will be displayed as The
selected Filter is currently applied to the Project. Deleting the same will de-activate from the
project. Do you still want to delete this Filter?
If User clicks on Yes button the selected filter will be deleted from the database and will
be de-activated from the project. If User clicks on No button filter will not be deleted.
220
221
QIF 7
The above image displays the Project node when filter is active.
The status bar will display Filter status Filter ON if filter is ON other wise Filter OFF if filter is OFF.
If Filter is on then, the tool tip will display Filter Name with number of filtered items out of total
number of items from the project.
Activate/Deactivate option
Once a filter is defined & applied, the Deactivate option is enabled from Filter option
under Tools menu as well as under right click popup menu on Quote/Project menu. This option
toggles from Activate to Deactivate on selection.
If the filter is applied the Deactivate option is enabled. On selecting Deactivate option, the same is
toggled to Activate. On selecting the Activate option, the same is toggled back to Deactivate.
On clicking Activate menu the filter that is present currently in the memory will be
activated. The last filter that was applied from the filter screen will be stored into the memory. If no
filter is present in the memory then Activate option should be disabled.
222
Refreshing a Filter:
Apply filter to current project .Add a new line item to current project. Save the newly added line
item. If the new item does not satisfy the filter condition, filter will become inconsistent. The line
item, which does not satisfy the filter condition, will appear in red color. When filter becomes
inconsistent user can reactivate filter using refresh filter option.
QIF 12
The above image displays the Project node when filter is inconsistent.
The status bar will display Filter status Filter Inconsistent. If Filter is inconsistent then, the tool tip
will display Filter is Inconsistent Use Refresh Filter Option. When filter becomes inconsistent,
Refresh option is enabled from Filter option under Tools menu as well as right click popup menu
on Quote/Project menu.
223
Mass Change
The user can make a mass change onto the current project on Filtered as well as non-filtered
items. The changes are not made for frozen items.
To apply the Mass Change invoke Mass Change option available under Tools menu.
After clicking on Mass Change option a screen will be displayed. It will display information like
Project Name, Filter Name, and Number of target items for Mass Change.
The user can apply Mass Change for the following forms.
Positioner
Transducer
Booster
Switch
Solenoid
Tubing & Airset
224
Once the changes are finalized, the user can click on the Apply button.
Before starting the Mass Change process Backup of the current project will be taken at users
personal folder and it will have extension as .RCV. The backup file will exist even after the Mass
Change process is completed in case to recover the original project file.
225
After clicking on the Ok button, the Mass Change process will start.
When the Mass Change is in Process the progress will be displayed in the Status Bar.
226
After updating all the items, ValSpeQ will verify whether Pricing needs to be recalculated for all
updated items. If so it will flash the following message if the Auto Update Price checkbox is
unchecked. If this checkbox is checked then ValSpeQ will auto-update price for all updated items.
If the user clicks on Yes button, pricing will be recalculated for all updated items. During
recalculation if ValSpeQ is unable to recalculate the pricing for some or all of the items then its
details will be displayed to the user.
227
Help
The options that would be available under this menu are: Contents
Search for help on
About ValSpeQ
The following screen displays the above-mentioned options under the Help menu.
228
LODB Restrictors
If the fluid type in the Sizing and Selection form is Steam or Gas the Restrictor Button is
displayed on the Configuration Tab.
The Following figure shows the Restrictor Button:
On clicking the Restrictor button the Restrictor form is displayed.
229
230
On clicking the Accept system button the restrictor calculation details are applied for the
corresponding Item or Template on the Sizing and Selection form and the Sizing & Selection
form is disabled.
On clicking the Cancel system button the restrictor calculation details are discarded and
previous Item configuration values are recalculated for the corresponding Item or template.
Sizing & Selection form is enabled.
231
232
ValSpeQ Messages
ValSpeQ Message
Export
No Items Available.
No Templates Available.
Directory
[DIRECTORY
NAME/PATH]' does not exists.
How to Resolve
An
error
occurred
while
exporting Project PRG00001 to
File C:\TEST.VXP.
Export file will be Deleted.
Invalid File Name.
Failed
to
create
file
C:\TEST.VXP.
233
Create
the
specified
directory/folder or specify
the directory/folder path
that already exists.
Provide a filename with a
.vxp extension or do not
provide any file extension,
the same would be
appended automatically by
the application.
Provide a filename with a
.vxt extension or do not
provide any file extension,
the same would be
appended automatically by
the application..
PRG00001 is the default
project code that is
inserted when a new
project is opened. Contact
ValSpeQ Support to make
necessary modifications in
the project file.
Minimum one Item should
be selected before clicking
on the Export button.
Minimum one Template
should be selected before
clicking on the Export
button.
Specify export file name &
then click on Export button
Try Re-generating the
export file. If the problem
still
persists
contact
ValSpeQ Support.
Specify a valid file name.
Specify another file name
or Check for available disk
space.
Import
An error occurred
application.
in
the
The
import
unsuccessful.
process
is
Invalid
Quote
header
information. Parity check failed.
Unknown section UNKNOWN
found
in
Import
File
C:\TEST.VXP.
Import process will be aborted...
The associated Price List
PRICELIST' does not exist. Do
you still want to continue?
Import Completed.
Error(s)
occurred
while
importing
following
factory
note(s) for some of the Items.
Filter
Filter name cannot be blank
Filter for combo box cannot be
blank
When
user
234
has
selected
Note
235
FN Group
Atleast one item should exist in
Notes Assigned to Group
Listview.
FNGroup
blank.
Name
cannot
be
Create Collections
FN Collection string already
exists. Please create another
FN Collection.
FN Collection string is already
exists.
At least one Factory Note
should be checked. Please
select Factory Notes.
Please select FN Group.
Please select FN Collection.
Please select
Factory Note.
atleast
one
Apply FN Collection
Select atleast one Collection.
Select
different
Note
References in Find and
Replace combo boxes.
236
Source
Primary
Combo
Project Defaults
Please Enter Initial/Increment
Tag Value.
Freeze Item
Item cannot be freeze.
Unfreeze Item
Item cannot be unfreeze
No Items to Unfreeze. Cannot
Proceed.
Mass Change
Failed to take backup. Aborting
Mass change process...
Invoke
Mass
Change
option when there is at
least one unfreeze line
item present in current
project
Invoke
Mass
Change
option when there is at
least one unfreeze line
item present in current
project
Select and change at least
one accessory for Mass
Change.
Change at least one
accessory and click Apply
Mass change again.
237
The application
open.
238
is
already