FIRST 2.0 - Training

Fisher FIRST 2.
1
21
End User Training
Mgr, Order Generation Processes
z Dallas Deike
Data Maintenance Team:

z Dennis Lemker
z Pete Pietsch
z Duane Dixon
z FCEC Support
Revised 4/7/10
First 2.1 Shortcuts
z Citrix Logon Portal: [Direct Link]
http://valvessymphony.emrsn.org
Access to
A t Valves
V l system
t
Click: Log in to Applications -> Select: Production/Training
z Navigation:
The Data Center Services application links for Citrix,
Citrix the
Emerson Help Desk, new Valves accounts, and FIRST 2.1,
can be found at the left side of the screen.
z Links
The Customer Address Maintenance Form link on the right
side of the page will redirect you to Customer Financial Services.
http://intra.emersonprocess.com/cfs/
The Frequently
q y Asked Questions
Q & Symphony
y p y eDocs links
can be found under Symphony User Information at the right side
of the page.
[File Name or Event]

Emerson Confidential 2
27-Jun-01, Slide 2
Help / Support
z Emerson Support - ITSS

z Fisher FIRST Support Document
z For Order Processing g Issues contact 641-754-3131
z FIRST 2.1 Help Screens can be found on most screens
by pressing F1 or the Help button when there is one.
z Fi t 2.1
First 2 1 training
t i i manuall iis available
il bl iin Fi
Fish
hWWeb
b

27-Jun-01, Slide 3
Help Screens Did You Know & Helpful
Hints
z Under Help menu , Did You and Know ? / Product
Configuration Helpful Hints e-mails have been uploaded
as .pdf (Portable Document Format ) file for you to access
them with-in Fisher FIRST

Emerson Confidential
27-Jun-01, Slide 4
N.A. Fisher FIRST Support Pg1
Level 1 Support
ITSS SERVICE DESK SUPPORT

866-457-4877 Web Page
http://apps.mt.na.emersonprocess.com/FisherFirstUserRequest/Def
ACTIVITY ault.aspx
New User Account Requests E-Mail:
Citrix Account Password Issues itss.servicedesk@emrsn.com
Locked User Transaction
Account Password Issues Internet:
Symphony Support (down) http://itss.servicedesk.emrsn.com
Fisher FIRST Not Available
CFS SUPPORT
952-828-3700 Web Page
New Symphony Customer & Ship To Set Up http://intra.emersonprocess.com/cfs/
SD&S QUEUE
Contact Industry Group
ACTIVITY
Fisher Specification Manager
Valve Sizing
Actuator Sizing
Stroke Speed Cal.
Specials
p Pricing
g Quotation
Deals Set-up / Maintenance

27-Jun-01, Slide 5
Fisher FIRST 2.0 Long Term Support Strategy
DATA MAINTENANCE QUEUE
ACTIVITY
Data Issues (Model, Pricing, etc)
Drawing Generation
General Quote Issues
Reports / Proposal Generation
Symphony QTO
ITSS SERVICE DESK
866-457-4877 SD&S QUEUE
ACTIVITY ACTIVITY
New User Account Requests Fisher Specification Manager
Citrix Account Password Issues Valve Sizing
g
Locked User Transaction Actuator Sizing
Account Password Issues Stroke Speed Cal.
FIRST 2.1 Support (down) Specials Pricing Quotation
Fisher FIRST Login Issues Deals Set-up / Maintenance
CFS SUPPORT OPERATIONS QUEUE

952-828-3700 ACTIVITY
New Symphony Customer & Ship To Set Up Order Controller Issues
ASE Service
eWay Support

27-Jun-01, Slide 6
z Who to call?
ITSS Help Desk for all questions and issues
Phone: +1-866-HLP-ITSS (+1-866-457-4877) in the US or +63-2-
702-1844 direct line
SERVICE LEVEL 1 ITSS SERVICE DESK / COVERAGE:
COVERAGE
Normal Hours: 24 hours / 7 days wk
SERVICE LEVEL 2 (ITSS directs to appropriate queue)

COVERAGE:
Normal Hours: 8 hours / 5 days wk,
M-F, 7:30 am - 4:30 pm (Central Time)

27-Jun-01, Slide 7
Contacting the ITSS Helpdesk
z Please reference Fisher FIRST in any phone or email conversation
with the ITSS Service Desk for Level 1 support issues.
(866-457-4877 opt.opt 1)
z There are 2 distinct Helpdesk processes in place depending on the
version you are using. The steps required for the Valves (FIRST 2.1)
version are very different than whats required for the Allied version.
M ki it clear
Making l your iissue iis with
ith Fi
Fisher
h FIRST will
ill di
directt your titicket
k t
to the right processing queue, and make sure the correct steps are
followed to resolve your issue.
z ITSS support tech will ask a series of questions to get the required
info to resolve your issue. If it meets a Level 1 criteria, they may be
able to resolve your issue while on the phone. If its a Level 2 issue,
they will relay a ticket to the appropriate group based on certain
issues you are experiencing
experiencing. Someone from that group will follow up
either by phone or email a short time later.

27-Jun-01, Slide 8
What is Fisher FIRST 2.1 ?
z Fisher FIRST 2.1 is a common quotation & quote to order tool
for Sales Reps.
It is
i a configuration
fi ti utility
tilit th
thatt allows
ll LBP
LBPs tto select
l t or configure
fi
products offered by the Valves/Regulator/RAS plug-in.
A Quote generation tool with price, drawings, recommend spares,
etc for the customer.
Web based on-line tool allowing access from any computer with
an internet connection
A pricing tool to provide LBP access to current products and
prices
A Quote to Order processing system to replace the current IBM
based system.

27-Jun-01, Slide 9
Why Fisher FIRST 2.1 ?
z Information available at quote stage that was formerly available
only after the order was committed
Customer
C t O
Outline
tli D Drawings
i
Recommended Spares Parts List
z Eliminate Pricing Discrepancies
Pricing Validated BEFORE Fisher receives order
Correct prices will be quoted to customers
Stops unauthorized discount from being applied
z Validated construction BEFORE Fisher receives order
Valid constructions at quote & order entry
z Central maintenance of products and price records
Faster product introductions

27-Jun-01, Slide 10
Why Fisher FIRST 2.1 ?
z Uses the IEC Standard (International Electrotechnical
Commission)
Creates level playing field for severe service
z Product Model becomes the master data; Incorporates;
Corporate Item Master, Location Item Master
Catalog 10 & 12 (sizing), OED 1 & 2 (pricing)
One Engineering Master (paper and electronic)
z Single common customer address book that can be used
b allll E
by Emerson Di
Divisions
i i
Foundation for shared Credit & Receivables
z Supports Fusion / Oracle rollout
O
Oracle
l needs
d ffrontt end
d order
d entry
t ttooll
Legacy FF 1.2 & OPS have limited life & capabilities

27-Jun-01, Slide 11
BIG change for Fisher & LBPs
LBP s
z New product nomenclature

Product
P d t attributes
tt ib t vs. FS number
b / options
ti
z Detailed product and customer-based pricing deals
z New sizing and noise prediction standards
z LBPs operate in their local Sales Office Business Systems
Central vs Local server / Concerns over control & risk
Checking local inventory for order fulfillment
z Scope, logistics, and impact of deployment is worldwide
Fisher doesnt have recent experience (OPS and FF1.x)
Required support staff during and after deployment
Not as many 30-year vets in offices as once

27-Jun-01, Slide 12
Valves Order Process Flow
Symphony User Interface Enter Customer Order
Valves
Pl i
Plugin
Symphony Order Controller (Validation)
O de s NOT
Orders O
S
Symphony
h Symphony Out Router validated
NOMIS
VALVES Systems Integrated LBP
OPS Business Systems
Validated
Orders
ORACLE
Manufacturing Systems
27-Jun-01, Slide 13
Tour to Fisher First 2.1 Quote Only
z A Demo to FF2.1, Quote to Order Process

27-Jun-01, Slide 14
Transaction Master
Users will only see
transactions for their work
group. They will only be able
to see transactions from
other work groups if they
have been granted
permission.

27-Jun-01, Slide 15
Training Exercise 2 Configure Columns &
Search
Sea c Transaction
a sact o
z Configuring Quote Columns in the Transaction 8. Sales Order Type, Click Add
Master 9. Total Price, Click Add
1. SEARCH BY: Click Quotes 10. Click Update
2. Click the Configure
g Columns 11
11. Check Save As Default Search
3. Under Available Fields Add the following:
4. Transaction Name, Click Add
5. Customer Ref, Click Add z Searching for a Transaction
6. Sales Person, Click Add 1. Click Search by Date ( this screen allows you
Company
p y Name,, Click Add to be more specific for Quotes & Orders)
7. Modified, Click Add 2. Note that the tab heading shows NO when
8. Started, Click Add Search by Date is turned off and YES when it
9. Click Update is turned on. Select No for the Search by
Date field
10. Use the Up and Down arrows to arrange the
display
p y to suit yyour needs. 3. Click Textual Search
11. Use the Remove button if you no longer want 4. Select Quotes.
a field in your display 5. For In Field, select Transaction Number
6. For Find, Type your workgroup number, a
z Configuring Order Columns in the Transaction dash and your initials with no spaces
Master 7. Click Search.
1
1. Click the Configure
Config re Col
Columns
mns 8. To search for Orders,Switch to Orders
2. Under Available Fields Add the following: 9. Fill in the fields with the same criteria
3. Rep Order ID, Click Add 10. Click Search
4. Transaction Name, Click Add NOTE: You may set your column fields &
5. Company Name, Click Add field sizes to best fit your preferences.
6. Modified, Click Add Thi is
This i only l an example l off what
h t some
users have done.
7. Entered, Click Add

27-Jun-01, Slide 16
Training Exercise 2 Configure Columns &
Search
Sea c Transaction
a sact o

27-Jun-01, Slide 17
User Profile Settings
User Profile settings
are used to default to
values that a user
might
i ht typically
t i ll select
l t
repeatedly while in
First 2.1 Common.
These values can be
changed
g to other
values in First 2.1 as
the order dictates.
NOMIS users
SHOULD NOT set
their User Defaults
for Rep Line Number
copied from Cust
Line number. NOMIS
fills in the Rep Line
Number before the
order is committed
back to FF2.1.

27-Jun-01, Slide 18
User Profile Settings -Quote and Order
NOMIS Users
need to set
followingg specific
p
fields for Quote:
Display Factor
0.01
Users need to set
following specific
fields for Order:
Display Factor
Displa
0.01
Ship Partial Yes
Rep Line Number
- None

27-Jun-01, Slide 19
Training
a g Exercise
e c se 1 User
Use Profile
o e Settings
Sett gs
1. Click On Tools, User Profile
21. Prepared By: (Your Name or who prepared the
2. Fill out the Profile tab information order or leave blank)
3. Click on the Comm Split tab 22. SO Type: Standard Sales Order
4. Click In the Binoculars, set the In Field = Company 23. Display
p y Factor: 0.01 to display
p y dollars and cents
5. In the Find field enter your office name. Click Find. 24. By setting these defaults all quotes will default as
Double click on your office to select shown. You may change these at any time on your
6. Under Type, click on the box with [] Select the quote or order.
All radial button , click OK. 25. Selecting Order Defaults.
7. At the bottom left of the Comm Split tab, check the 26. Freight Terms: PrePaid & Add
HEADER box under Comm Split Default For.
27
27. INCO Terms: FOB Shipping Point
8. Click the Profile tab, Click Set Defaults.
28. Currency code: US Dollars
9. We will set the Quote information first.
29. Display Factor: 0.01 to display dollars and cents
10. Example of Typical United States Defaults
30. Payment Terms: NET 30 Days
11. Ultimate Destination Click the down arrow for
Setting Type, click on Specific, click the down 31. Tax Exp Code: Exempt
arrow in Settingg Entry,y, the next column,, and 32
32. Ship Partial: Yes
Select United States.
33. Ship Method: Ground
12. Language: English-United States
34. Ship Priority: Standard Order
13. Currency: United States Dollars
35. Rep Line Number: Yes
14. Terms and Conditions: Standard F-R T&Cs
36. Ultimate Destination: United States
15. Payment Terms: Net 30 Days
37. Pack Instructions: Domestic
16
16. Shi Method:
Ship M th d Ground
G d
38. Nuclear Safety Y/N: No
17. Freight payment: prepaid & add
39. Click Save Defaults, Click Close
18. INCO Terms: FOB Shipping Point
40. Click Save
19. Ship Priority: Standard Order
20. Sales Person: (Your Name)
Note: When making an order from a quote, your Order will contain the
settings from the quote, NOT your Order Defaults. Order Defaults are
only used if the Quote field is blank, or if starting an order without a
quote. 20
27-Jun-01, Slide 20
Navigation Pane
From the Navigation Pane a
user can access various parts of
a transaction. The navigation
g
pane is opened by moving the
mouse focus to the blue bar and
closed by moving focus off the
navigation pane
The time delay on the

Navigation Pane can be
adjusted in the User
Preferences from the Tools
menu.

27-Jun-01, Slide 21
Permissions to Quote

27-Jun-01, Slide 22
Line Item View
z Shows all line items for a particular quote or order in a transaction

27-Jun-01, Slide 23
Item Detail View
z Shows the product configuration details for each component in an item.

27-Jun-01, Slide 24
Guided Selling
z Developed for Europe to support FAST Program

z Based on the attribute values selected
selected, the tool will output all the available Product
Numbers where the user selected attribute values exactly matches.
z Works for both STD and Special constructions
z Each Product Number in the Search screen also includes Usage Count and Lead
Time(LT) .However LT is NOT functional today in FIRST for N.A

27-Jun-01, Slide 25
Guided Selling Points to Remember.
z At least One Primary attribute selected to enable
the new Search button
z Functional for Europe ONLY with FAST& Lead
Time data tied to Fisher FIRST2.1.
z Future Plans for North America User Input?
z Configuring Products through this NEW Search
Search
screen would set the Values in Normal Font .Any
user selected/or values set by Sizing in Black
Bold/or Blue will change to Normal Font

27-Jun-01, Slide 26
Item Configuration
g Window
Clicking on the
divisional plug-
in then the Add
in,
New Item
button opens
the Item
Configuration
Window where
a user can
begin to
configure a
product.
product

27-Jun-01, Slide 27
Fisher FIRST
Valve Sizing Features
First 2.1 Sizing Features
z Valve sizing based on ANSI/ISA-S75.01.01-2002
Fisher methods augment standard methods (non-ideal, two phase
flow etc
flow, etc.))
z Incorporates both Fisher and IEC Noise calculator for Noise
calculations .Aerodynamic noise is calculated at LpAeTrim1m ,
L A O tl t1
LpAeOutlet1m, L
LpAeValve1m
A V l 1 ,L LpAeValveRn
A V l R
z NO Cg , Cs , Km , C1 (Fisher Terms) in FIRST2

FIRST2.1
1 IEC/ISA
IEC/ISAss
equivalent terms are Cv , Fl instead of Km and Xt instead of C1.
z IIn FIRST2.1
FIRST2 1 , gamma() ( ) iin G
Gas, Ideal
Id l vapor ,Real
R lG Gas ,2-Phase
2 Ph
Gas /Vapor represents Specific heat ratio(k) NOT Specific heat
ratio factor (Fk) . Fk = K/1.4

27-Jun-01, Slide 29
First 2.1 Sizing Features
z Radio Features
Mass and Volumetric units for Gas and Liquid flow rates
Viscosit types
Viscosity t pes
Solver for Q,Cv, and dP
Turbulent and Non-Turbulent flow selections
Piping Size/Thickness
z Check Boxes
If unknown, FF2.1 can estimate Z1(Compressibilty), Pv (Vapor pressure),
p
Optional Velocity
y ((For Liquids),
q ), Saturation Temp
p
z Less Look-up Values
Will input pipe upstream and downstream areas for V1 & V2 calculation
from the pipe dimensions D1 and D2 and schedule/thickness inputs
Valve outlet area (Ao) automatically assigned based on valve type and
size selections helpful in calculating control valve outlet velocity (Vo)

27-Jun-01, Slide 30
Set Defaults Wizard
z Sets default values for Fl,Fd
and Xt based on the
Product family and sub
group.
z Upon valve selection, the
correct values at for the
% opening based on will be
refreshed and Cv is
recalculated.

27-Jun-01, Slide 31
Sizing Configuration Screen
z User Defaults: Sizing your way
English
English, Metric
Metric, or Custom Units can be saved as a
user default and applied to your sizing
Condition names can be edited to read in the way you
wantt and
d savedd
Atmospheric Pressure units can be selected and
convert easily between absolute (a) and gauge (g)

27-Jun-01, Slide 32
Config / User Preferences
z Copies the service condition data from
the condition focused on
z Pastes the condition data to the
condition name where the user right
clicks
z Pastes the condition data already
copied to all service conditions of an
ititem
z Edits the decimal precision setting for a
single variable or for all numeric
variables used in sizing
z Adjusts the Condition Column width to
Def Min or Max value
z Adjusts the Condition Column width to
a custom size
z Saves all the radio button selections on
the left of sizing screen and stores it as
an user preference. Every time user
enters sizing for a new item it defaults
to those radio button selections.

27-Jun-01, Slide 33
Config / User Preferences
z Edit Text /Background color in
the sizing grid and can be
saved as User Default
z Prints the Spreadsheet
z If checked, it shows all
input and output variables
in short forms eg: Qg for
Volumetric Flow rate of Gas
z Provides info of a sizing
variable in the form of tool tip
text by clicking on the row
where the desired variable is
present

27-Jun-01, Slide 34
Flow Co
Co--eff Screen
z To Find regulators that suits the
application/Fluid and other service
conditions .
z Opens the Product bulletin for the
valve selected
z Save the flow co-eff data
z To exit Flow co
co-eff
eff screen
z Shows the recently selected Valve
types (Max last 5 types) and User
can pick one from that list
z Edit the Color of Hits (Cv hit on
row), Restricted Trim and user
selected row in Flow co-eff
z Shows the g graph with Cv vs travel
marking the calculated Cv on the
valve characteristics graph

27-Jun-01, Slide 35
First 2.1 Sizing helps check your work
z Is your sizing in sync with your selection on Flow
Coefficient Screen?
Valve size (dv), Trim, Ao data in sizing screen checked with size
and Trim data selected by user in Flow Co-eff screen. If
mismatched, it asks user to synchronize.
z Did you enter the correct P and T for your fluid state?
Eg: In Steam sizing P,T inputted should fall in the steam zone.
Otherwise First 2.1 g
gives warning
g messages
g and aborts Cv
calculation
z Is your Cv too high for your size inputs?
If Cv is too high for the dv
dv, D1
D1, and D2 inputted
inputted, the Cv
calculation will be aborted and a warning message given

27-Jun-01, Slide 36
P & T Validations
z First 2.1 considers Max (P1Pn) from service condition as
the Design
g and Shutoff Pressure .
z First 2.1 considers Max(T1Tn) from service condition as
the Design Temperature
z First 2.1 considers Max(dP1..dPn) from service condition
as the Flowing Drop
z All the above are used to validate the
Valve Body & Bonnet Material ANSI P&T Rating , Trim P&T limitations ,
Bolting P&T limitations ,Packing
Packing Material .If
If any/all are violated as per the
rules defined in ASE Product Model then below message will be thrown
when the sizing data is saved .

27-Jun-01, Slide 37
Validation Guidelines FIRST 2.1
1)Pressure/Temp Checks are all less than
Point to point checks leave a gap where a construction may be valid but falls outside the
less than check. It does not interpolate between points.

27-Jun-01, Slide 38
Validation Guidelines FIRST 2.1
2) Less Than checks mean we cannot perform checks for applications that
are too cold
The tool cannot tell y
you that WCC is only
y valid for temperatures
p greater than -20 Deg
g g F.
3) The tool does not know anything about the media flowing thru the valve
It cannot tell you that a material is not available based upon oxidizing or non-oxidizing
service or lubricating or non-lubricating service or oxygen service or any other media
restrictions
We use the lower lubricating service B Torque Values for actuator sizing. If service is non-
lubricating you need to override the B factor to the higher value.
Temperature limits based upon the type of service are loaded to the tool as the most
conservative value.
4) Stem
St loads
l d or shaft
h ft stress
t limits
li it are nott checked
h k d
5) There is NO handwheel sizing. Handwheel limits are checked only
against the max end of bench set.
6) Actuator Sizing is not forced upon you. You can perform it for one set of
values, change to a bigger port size or higher friction packing, and the
tool will NOT force you to re-size.

27-Jun-01, Slide 39
Noise Prediction Features
z IEC 60534-2-1 1998 & Fisher noise prediction standards
IEC Standard creates level playing field for severe service
Fisher noise also available for Gas, Ideal Vapor and Steam, Real
Gas sizing methods
z Noise can be predicted at new locations
Trim, Outlet, & Valve LpA at 1m
Valve LpA at Rn
Diffuser,, Diffuser Outlet,, and Total Diffuser LpA
p at 1m
z Downstream temperature and density input options now
available
Better estimate of noise
noise, velocity
velocity, etc
etc. in the downstream piping
Especially valuable when doing diffuser sizing

27-Jun-01, Slide 40
Diffuser Sizing Fisher FIRST 2.1
z 6010,6011,6012,6013 and WhisperDisk can be sized in
First 2.1
z Fixed Cv Method
Can select Diffuser Cv & FF2.1 splits the total system dP to Valve
and Diffuser dP
z Fixed Pd Method
User chooses dP split between Valve and Diffuser and calculates
Diffuser Cv
z Design
D i Condition
C diti feature
f t controls
t l Diffuser
Diff Cv
C or Valve
V l
dP, and pipe data for all service condition
These conditions are copied to all conditions when user hits
calculate
calculate button

27-Jun-01, Slide 41
Valve Sizing Actuator Sizing
From Shut-Off
Pressure in SS From Shut-Off
Shut Off
Valve Sizing Pressure in
From Design
Rotary Valve
[File Name or Event] Pressure in
Emerson Confidential Sizing 42
27-Jun-01, Slide 42 Valve Sizing
Questions?

27-Jun-01, Slide 43
Training Exercise 4 New Quote
1. Click on File Open New Quote or 14. Depending on what you set on your USER
2. Under file, the tool bar has a Q in RED click PROFILE:
on the Q Select Terms and Conditions: Standard
3. Enter a Transaction Name & Sales Office F-R T&Cs
R f
Reference Select
S l tPPaymentt Terms:
T Net
N t 30
4. Slide Mouse to the Left and Click on Quote A Select Sales Order Type: SO or Standard
5. Complete the Customer Reference info in the Sales Order
Quote Header tab. Select Billing Type: Sales Office
6. Check the dates on the right hand and change 15. Click the Hdr Notes tab
if needed 16 Under Add/Edit Notes,
16. Notes select a note code (
7. Click on Customer tab at the top example G05 ) by using the note type or the
8. Proposal to: Click on the binoculars in field is note description
Company, Find is BOWATER 17. Type in a note in the Note Text box
9. Click on Find. 18. Click New, Select a Note Code, enter a text note
10. Select Customer Number 194058 (Bowater 19. Click on the Delivery/Reference
Delivery/Reference Tab. The
Inc. / Catawba) following should be filled in from your user
11. Click Open profile.
12. Click the Yellow Box + sign to add to favorites 20. Ship Method: Ground
13. Click Agreement button ( this will add the 21. Freight Payment: PrePaid & Add
customer to the Agreement With. Or click the 22. INCO: FOB Shipping Point
binoculars to search for a different Agreement 23. Ship Priority: Standard Order
With Customer.
24. Save your transaction

27-Jun-01, Slide 44
Training Exercise 5 Valve Sizing
1. Slide mouse to the left in the Blue and click on 14. Right Mouse click again and select Paste
Fisher Valve,Regulator & RAS conditions to all.
2. Click Add New Item 15. Modify Min, Max and Other to reflect their
3. Click on Size Valve & Regulator (Now you are inputs and click Calculate. Example change
i Si
in Sizing)
i ) Min Flow rate to 100 and Max Flow to 500 to
get 3 different conditions.
4. Click the Config button 16. Manually change the Design Pressure in the
5. Set to All English Valve/Reg Data from 250 psig to 300 psig.
6. Click Save as User Defaults, click Apply Units Now hit Calculate
to Item and then click OK to save sizing 17. Click Flow Coef Catalog. Give Yes to save
configuration, then click Close. changes message. Scroll down till you find ED
7. Click On LIQUID (top Left Side) then select 18. Click the Plus Sign box on ED, Click Equal
Volumetric for Liquid Flow. Percent
8. Under NORMAL enter the following conditions: 19. Click on 2 inch 2-5/16 port (will turn to a dark
9. Enter My Liquid, Q1=250, P1=250, dP=100, shade) Click Save
SG=1, Nu=1, Pv=1, Pc=3208 20. Click Graph, Click Close, Click Done,
10. Click on Default Wizard (Lower right ) Select: 21. Click OK the Sizing has been recalculated.
Sliding Stem Valves then Globe Set 22. Click Done, and Click Yes to Save Sizing Data
Defaults (this will set the default valves for FL Message
FD &Kc,)
11. Pipe Size up=2, Pipe Schedule=STD, Pipe 23. Now youre back to the Edit Config Screen
Size Down=2,Pipe Schedule Down=STD. 24. Click Done, (The Values in BLUE have been
Dv=2 brought over from sizing)
12. Click on CACLUATE (CV Should be 25) Click 25. Click Set Defaults and review settings (Now
Save Conditions to save your conditions. body is completed)
13. Right mouse click on Normal and select Copy 26. Click Price
Condition 27. Save your transaction

27-Jun-01, Slide 45
Training Exercise 6 Actuator Sizing Pg1
1. Click Edit Config 16. Place your focus on Upper Bench Set, and
2. Under Product Line type 667, hit enter, type right-mouse click. Select Change Decimal
DVC6010 SS, hit enter, Precision of Variable.
3. Click done. 17. Change Precision of Variable to 0 by clicking
down arrow
arrow. Click Save
Save .
4. Go to Edit Config & Click on Size Actuator 18. Click Save & then Click Done,
5. Select 0-18 psi for operating range. Enter P2 19. Back to the Item Configuration screen click
Min = 0 for full shutoff drop of 250 psig Done
6. With side MO Select Yes 20. Click 667 tab at the top, the attributes values
7. Click Calculate in Blue are from Actuator Sizing
8. Now you have the available actuators with the 21. Set the Defaults
smallest size and the strongest spring first 22. Click DVC6010 SS Tab.
9. Select the first one by double clicking on it or 23. Select 3/8 316SST Tubing & SST Swagelok
Click Select Fittings as Tubing & fitting material
10. Note the Calculated Results on the right 24. Set All Defaults, Click Price (upper right)
11
11. Place your focus on Lower Bench Set Set, and 25. Click Edit Config and then click on Size
right-mouse click. Select Change Decimal Actuator
Precision of Variable.
12. Change Precision of Variable to 0 by clicking 26. Select Stroking Speed radio button
down arrow. Click Save 27. Type in 20 psig Air Supply
28. Click the F1 key on your keyboard to invoke
Fisher FIRST Help.
Help
29. Click on Performing Actuator Stroke
Speed/Data Tables/Instrument
Cvs/FIELDVUE and note Fill and Exhaust Cvs
for DVC6000.

27-Jun-01, Slide 46
Training Exercise 6 Actuator Sizing Pg2
30. Minimize Fisher FIRST Help and type in .28 42. Note the yellow Icon in the Notes column
for Air Cv Exhaust and .251 for Air Cv Fill. indicating that new notes have been added to
31. Click Calculate button and review this item.
Calculated Results. 43. Look at Item 1s Description and notice it
32. Click Done and then Yes to save actuator reflects what you typed above.
above
sizing 44. Double click on the item description again to
33. Click Done to Item Configuration. Click Set highlight it, and hit Delete and Enter to
all defaults and then click Price remove your custom description.
34. Click Line Item View 45. Note: Placing the focus on different areas of
the item will make only y the available notes for
35. Click Apply Adjustments that field active in the menu.
36. Click on 1 under Re-Number by ( upper left 46. Save your transaction
hand corner)
37. Double Click in the Tag cell, or the[] button
to open the Tag editor. Type your Tag
Number: ABC123
ABC123. Click Done
Done
38. Put Focus on the item description , Right
Mouse button Click. Select Item Notes
39. Under Add/Edit Notes, select an F30:General
Instructions note type, and enter a This is a
Test note in the Note Text Field or select a
predefined
f note from
f the list
40. Click OK.
41. Double-click the Item Description Field and
enter a new Item Description. Click off the
field to activate the description.

27-Jun-01, Slide 47
Regulator Selection Wizard
1. Open a New Quote. Go to Valves Plug In
2. Click Add New Item. Enter the Valve/Regulator Sizing
3. Select Gas Sizing
4. Click Default Wizard. Select Regulators
5. Select the following:
6. Fluid: Natural Gas
7. Application:
pp Relief Valve / Back Pressure
8. Category: Relief / Back Pressure Direct Operated
9. Inlet Pressure: 350
10. Press Setting: 50
11
11. Max Flow Rate:
12. Click Find Regulators
13. Change some of the conditions, click Find Regulators
14. Notice the list has changed to meet the new criteria
15
15. Try different inputs
inputs, and vary which criteria fields you fill in

27-Jun-01, Slide 48
27 Valves Training Regulator Sizing
1. Click Add New Item 11. Click Yes to the message
2. Click on Size Valve & Regulator 12. Click on the + sign of the 95H Series
(Now you are in Sizing) 13. Click on Compressible 302 SST, 95H,
3. Click On Gas (top Left Side) 10%
4. Make sure the check box is filled 14. To the right Under Show, click HITS
in to estimate for Z1 ONLY
5. Under NORMAL, enter the 15. Click on 1 Inch, Click SAVE, Click
followingg conditions: Done
6. Gas = Air, Qg=1500 scfh, 16. Click OK, Click Done, Click Yes
P1=150, dP=50, T1=180, Nu=1 17. Click Done. The blue Attributes are
7. Click on Default Wizard (Lower from Sizing
right hand ) Select: Regulators 18. Set Defaults
8. Cli k Fi
Click FinddRRegulators,
l t Cli
Click
kUUse 19. Click Price
List
9. Click on the down arrow and 20. Click Line Item View
Select 95H, Select 1 Inch 21. Click Re-Number By and Apply
10. Set Defaults ((this will set the Adjustments
default valves Click Calculate,
Click Flow Coef Catalog

27-Jun-01, Slide 49
32 Valves Training Regulator Sizing
1. Open a New Quote. Go to Valves Plug In 8. Click Find Regulators A list of regulators
2. Click Add New Item. Enter the that meet the criteria will be displayed at the
Valve/Regulator Sizing right
3. Select Gas Sizing 9. Click Use List. Select type 630.
4. Enter Sizing Conditions: 10. Select a 1 pipe size and orifice size. Set
Defaults.
Estimate Z1
Liquid: Natural Gas (0.60 SG) 11. Hit Calculate
Max Flow: 20000 SCFH 12. Open flow Coefficient Catalog
P1: 300 psi; P2: 40 psi
T1 60 d
T1: deg F
F; T
Tc: 1
13. Click the [[+]] for type
yp 630,, select the 630:
Pipe Size: 1 inch; Dv: 1
20% ( Hits Only should be checked )
5. Click Calculate 14. Highlight the 1 inch size
6. Click Default Wizard. Select Regulators 15. Click Save. Select orifice, then OK.
7. Select the following: 16. Click Done. Click Ok to recalculated Sizing
messageg
Fl id N
Fluid: Natural
t lG Gas
Application: Pressure Reducing 17. Save Conditions and Click Done.
Category: Pressure Reducing Direct Operated 18. A type 630 regulator will be in the Item
Inlet Pressure: 300 Components. Click Done
Press Setting: 40
Max Flow Rate: 20000
19. Make any additional attribute selections,
20
20. Set Defaults,
Defaults and Price the item.item

27-Jun-01, Slide 50
Training Exercise 7 User Overrides
1. Right Click on Ext. Disc. %
2. Click User Overrides
3. Click : Override these lines Exactly
As Shown On the grid Below
4. Right Click on Ext. Disc. % and type
12.5
5. Click OK
6
6. Note: Scroll to the right in the Line
Item view of the transaction to find
the Total Commissions column and
the total available commission.
7. This is the maximum number that
can be used for the Unit Commission
Adjustment.
8. Right click on UNIT COMMISSION
ADJ (USD), click on user overrides.
9. Click on the row and type an
adjustment amount of 50 50.

27-Jun-01, Slide 51
Training Exercise 8 Reports
1. Click Reports. Select Item 1 15. Review the reports.
2. Click Build Reports 16. Click the X upper right to close the word
3. Review the report. Click the X to close the document.
Word document when finished. 17. Click Reports. Click Report
Report Overrides
Overrides
4. Click Reports & then Click Build 18. Select Fisher Specsheet under Report to
RSPPL/Drawings Override.
5. Select All Rows, and make sure you have 19. Scroll Down to Spec Note#1
your email address entered. 20. Enter C/W SST Tubing & Swagelok
6. Click Request
q Drawing
g Fittings
g in Override Values
7. Click Process RSPPL. Click Exit 21. Click Save followed by Close
8. Click View RSPPL Button. 22. Re-select Reports and Items to re-generate
9. Click the tabs Below: Summary Screen, reports complete with your overrides .
Detail, Kits. Check the difference in the 23. Click Build Reports. Review Overrides
different tabs 24
24. Click the X upper right to close the word
10. Click the X to close the Excel Spread document.
sheet. Click Exit. 25. Click Reports. Type a note in each the
11. Click View Drawings Header & Footer Section
12. Click on the drawing item to View 26. Select all Report Types. Build Reports.
13
13. Click EXIT
EXIT when finished 27
27. Notice that the notes only print on Quote
14. Under Reports Types, select all the reports Summary, Product Specification, and All
by clicking on them. Select Collate. Sizing Calculations
15. Under Select Items check the All Items 28. Close the Word document when finished.
selection, Click on Build: Reports. 29. Save your transaction

27-Jun-01, Slide 52
Training Exercise 9 Copy Quote
For Quote Revision
1. Open the Navigation bar and right click on Quote (A)

2. Cli k on Copy
Click C to
t This
Thi Transaction
T ti
3. Assign it a New Quote Revision Name, for example B
4. Open New Quote Revision Status and select Active
5. Change Quote As status to In-Active
6
6. Click Ok
Ok.
To Copy a quote to another transaction
1. Right click on Quote(A)

Quote(A) and pick Copy
Copy to another transaction
transaction
2. Click New Quote Tool button
3. In the Navigation Pane, right mouse click on the Transaction and select Paste Quote Revision.
4. If required, change the Quote Revision Name and select the Status.
5. Click OK, then OK again.
6. All items, notes, Sizing Data, etc. is copied.
7. Save Quote.
8. Select File - > Close
9. Select Yes when asked if you really want to quit
10
10. Click Yes
Yes to save all open Quotes

27-Jun-01, Slide 53
Quiz Another New Quote
z Objective: Demonstrate your ability to create a quote to a
Customer
z Customer is: Duke Energy, Charlotte, NC (Cust #232853)
z Budgetary Quote for 5 EZ control valves with Fail Open
spring and diaph actuators
actuators, and DVC positioners
positioners.
z QTY 1 Size 1 Inch
z QTY 1 Size 2
z QTY 2 Size 3
z QTY 1 Size 4
z Total $24,519

27-Jun-01, Slide 54
Training Exercise 10 Commerce
Numbers
1. Start a new Quote and Click On the 13. Click Add button
FIRST Plug In 14. Click Done & then Click Add to Item
2. Click Add FS 15. Click Done
3
3. Type in an FS number (Example 16. Another way to Use Commerce
FSET-1) Click Search, Click Add to Numbers
Item
4. Click Add New Item (Right side of 17. Add New Item, Type ET, Add to item,
page under Add To Item) Click Done
5. Type FSET-10, hit ENTER or Click 18 Double Click in the Blank under
18.
Search, Click Add to Item Commerce Number
6. Click DONE 19. Type FSET-*, Click Search
7. Click Add New Item 20. This will show all the ET FS Numbers
8
8. Cli k th
Click the MORE BButton
tt 21 Highlight the FS number you want
21. want,
Click Configure
9. Type in the FS number, (FSET-10) 22. Take you back to the Item Detail
Click Search, Screen
10. Now you can add Options by Clicking 23. Now you have a Product Number, And
the OPTIONS button Commerce Number
11. These are the options loaded for ET 24. Save the item
12. Scroll to Packing Options, highlight
DT3

27-Jun-01, Slide 55
Training Exercise 11 Cut Copy Paste
1. Click Collapse ALL: Select the 8. Right mouse click where you would
Item to COPY by Right Clicking like to insert
on the BOX far Left, Click Copy 9. Click Insert Copied Items. Then
2
2. Right mouse click where you Click OK
would like to insert 10. In Expand All Mode: Select the
3. Click Insert Copied Items. Then Item to CUT by double Clicking
Click OK on the BOX far Left , or click and
4
4. In Collapse Mode: Select the dragg to highlight
g g the entire item.
Item to CUT by Right Clicking Right mouse click where you would
on the BOX far Left, Click CUT like to insert
5. Right mouse click where you 11. Click Insert Cut Items. Then Click
would like to insert OK.
6. Click Insert Cut Items. Then Click 12. Click renumber by 1,
OK 13. Save your quote
7. Click Expand All : Select the
Item to COPY byy double
Cli ki on th
Clicking the BOX ffar Left,
L ft or
click and drag to highlight the
entire item. Right-click, Click
Copy

27-Jun-01, Slide 56
Training Exercise 12 Delete
1. Open Quote from previous use
2. Click On Quote
3. Click Items Tab
4. Highlight the Item to be Deleted in far
left box
5. Right Click , Click on Delete
6. You will get a message to Confirm the
delete
7. Click Yes
8. Your delete of the item is complete
9. Save the Quote

27-Jun-01, Slide 57
Training Exercise 13 Alternate/Optional
Items
1. On the Line Item View 9. You will notice there is 3 in the
screen,Click the renumber by 1 AltFor column for Item 4.
2. Now y you have item 1,2
, 3,, etc 10. This will Show on yyour QQuote
3. Right Click on Item 2, Select Summary as an Alternate item
Designate as Optional 11. Click on Item 2 and then right
(Additional items not in the click and select Remove
total p
price)) Optional
p Designation.
g
4. You will notice item 2 now is 12. To Remove Alternate
grayed out Designation right click on the
5. This will show up on the Quote item, select Add/Remove
Summary as an Optional item Alternate Designation.
g
6. To do Alternate, right-click on 13. Click the Parent box of item 3.
item 4 and select Add/Remove 14. Clear the boxes for items 3 & 4
alternate designation to remove the Alternate
7. S l t it
Select item 3 as th
the P
Parent,
t Designation
Designation.
and item 4 as the Alternate 15. Save the quote
Item

27-Jun-01, Slide 58
Training Exercise 14 Summary Groups
1. You have to be in the Line Item View 10. Notice the Total Price is summed
screen of a quote. 11. Now cut and paste the appropriate
2. You have manyy items on this screen items under yyour inserted label for
3. Add some parts items to this quote if Sliding Stem Valves
not included. 12. Right Click on the far left box for the
4. Right Click on the far left box of item 1 first parts item in the quote.
5. Cli k IInsert
Click 13
13. Click Insert
6. Click in the Description Box of the 14. Click in the Description Box of the
inserted line inserted line
7. Type
yp Sliding g Stem Valves ( or 15. Type Spare Parts (or whatever label
whatever label you want) you want) t)
8. Hit enter 16. Hit Enter
9. The Description is in Bold Text 17. Now cut and paste the appropriate
items under yyour inserted label for
Spare Parts

27-Jun-01, Slide 59
BOM Compare

27-Jun-01, Slide 60
Training Exercise 15 BOM Compare
1. Open new transaction with Quote 12. Under Make From in upper right
2. Add New Item of window, select FS or FS Option
from drop down list for
3. Select or enter EZ 13 Product Type: Product to Make
13.
4. Set All Defaults From: Type FSEZ-105
5. Click Price 14. Click : Get Bill Of Materials
6. Click Line Item View 15. Click BOM Differences ( Show
7. Right click on Product Number what to add and remove to get
Select: BOM Compare desired configuration)
8. Click Get Bill Of Materials 16. Click EM Modules ( Shows the
EM modules that are different)
9. Click the different Tabs(( Em 17 Click Close
17. Close.
Modules etc.) to see what each
displays
10. You can Double click on the
column to sort (Like EXCEL)
11 Double
11. D bl clickli k on N
Name under
d Bill
of Material, it sorts by name in
ascending sequence

27-Jun-01, Slide 61
Training Exercise 15 BOM Compare

27-Jun-01, Slide 62
Global Inventory

27-Jun-01, Slide 63
Training Exercise 16 Global
Inventory
1. Right Mouse click on Product 7. Another way to use Global
Number Inventory.
2. Select Global Inventory y 8. Right Click on A Blank Line on the
Item List Screen
3. The screen will show in Yellow 9. Select Global Inventory
if an FS Number matches your
Product Number 10. In the blank box right of FS/FS
Opt/Part NBR
4
4. If not Click in the ? mark it will 11. Type RGASKETX172
display the Differences. Click
Done 12. Click Find
5. The screen also shows you the 13. Shows you all Location with that
location where the particular part.
p
product is available. Click Done 14. Click Done
Note: Placing the focus on different location numbers

bi
brings up a ttooll titip off th
the name ffor th
thatt location.
l ti

27-Jun-01, Slide 64
25 Valves Training RSPPLS
RSPPL S
1. New QUOTE 17. Detail Screen shows the parts by Item and
component (A, B)
2. Add New Item 18. Kits Screen show the child parts that make
3. Add ED,667 & DVC6010 SS and hit up the Kits
Done
Done 19 Click the Summary Screen
19.
4. Set All Defaults 20. Place your focus under the Tot Qty column for
5. Click Price and ADD New Item first item and click and drag to highlight both
6. Select EZ, 667, DVC6010 SS the part numbers and quantities to copy all
the parts.
7. Set All Defaults 21. Do a Ctrl
Ctrl C
C on your computer keyboard to
8. Click Price, Click Line Item View copy highlighted items
9. Re-Number by 1 22. Minimize or close the EXCEL Spreadsheet,
10. Click Apply Adjustments Click Exit for Reports
11. Click Reports 23. Click Add Parts Items
12 Click Build RSPPL/Drawings
12. 24. The focus should be at the upper
pp left hand
cell. Type Ctrl V to paste copied items into
13. Select All Rows spread sheet.
14. Click Process RSPPL, Click Exit 25. Click Done to add parts items to transaction.
15. Click View RSPPL 26. Click the Re-Number By 1
16. Click the tabs Below : Summary y 27. Click Apply
pp y Adjustments
j
S
Screen is list off all the spare parts 28. Note Base Discount on Spares
17. Detail Screen shows the parts by
Item and component (A, B)

27-Jun-01, Slide 65
Parts Color/Font code in FIRST
z The code has been changed to eliminate the loopholes

that allowed these "Not Orderable" p
parts to be ordered.
z As shown in the above screen shot, Parts with Italics font
and Bold Blue font has a meaning to it in FIRST2.1
z Italic Font in FIRST equates to OPS II00 Screen
RECSPARE = Not , No-3,No-4 & No-5 .None of these
can be ordered thro OPS/FIRST2.1 .

27-Jun-01, Slide 66
Parts Special Services
z Add PSCD codes to parts by using the right click menu
selection for Parts Special Services. Search the available
product
d t services
i b
by ttyping
i PSCD
PSCD-** iin th
the S
Special
i lSService
i
ID field.
z Apply a PS code to a part by selecting individual parts, or
apply to all, click Add.

27-Jun-01, Slide 67
Removing a Parts Service
z Highlight the Special Service and hit Delete.

27-Jun-01, Slide 68
Training Exercise 26 Parts Quote
1. Open New Quote 16. Click Re-Number by
2. Click on Fisher Valve,Regulator & RAS 17. Click Apply Adjustments (Notice Base
3. Click on Add Parts Item Discount 0%)
4
4. Qty 1,
1 TAB , Type RGASKETX012,
RGASKETX012 HIT 18. To Override the Base Discount right mouse
ENTER ( notice it is obsolete see) click on the column Base Disc %
5. Retype the new number RGASKETX312 19. Click User Overrides
HIT ENTER 20. Select Override These Lines Exactly As
6. Add new parts item and type 1V6575 and Shown On The Grid Below.
hit Enter 21. You can now override the Base Disc for the
7. You are in search mode and it displays all Customer Lines shown.
parts with your partial key, even parts with 0 22. In the Item Line View do a right mouse click
price and select Parts Special Services
8. Double click on 1V657535072 and 23. Click OK for Warning message on Pricing
1V657535042 Overrides.
9. Click Done 24. Type PSCD-06 in box below Special
10. You will notice that 1V657535042 is Bold Service ID
and has no price 25. Click Search then select PSCD-067 for
11. If you leave the Price at 0 and Click Done Material Cert by placing a check in the box
next to the Product ID
12. THIS MESSAGE WILL APPEAR: Zero 26 Then place a check next Customer Lines that
26.
priced parts will be dropped. Do you want to apply
proceed?
13. Click Cancel 27. Click Add then click Finished
14. Click on the 0 Price and enter 5000.00 28. Click Apply Adjustments to reprice items with
({Price From PARTS GROUP) added product service. (Notice your Price
Override has been removed for Base Disc%))
15
15. Cli k D
Click Done

27-Jun-01, Slide 69
Training Exercise 26 Parts Quote

27-Jun-01, Slide 70
Prime Ship Location - Assemblies

27-Jun-01, Slide 71
Prime Ship Location - Parts

27-Jun-01, Slide 72
Prime Ship Location Override page1

27-Jun-01, Slide 73

27-Jun-01, Slide 74

27-Jun-01, Slide 75
Specials

27-Jun-01, Slide 76
Guidelines for Configuring Special Product
Configurations 3/16/09
z Current definition of a Special product configuration in
First 2.1 is any product that is NOT currently marketed in
OE Doc
O oc I & II with a pub
published
s ed price
p ce oro NOT
O maintained
a a ed in
First 2.1 product model with a corresponding quote
number.
z Depending on the manner of how a component is special
couldld di
dictate
t t what
h t method
th d iis used
d tto make
k th
the
component special in First 2.1. The following are the
different methods of making a component special.
Modified Special
Unique Special
Special Invalid Item
Special Product
Special Charges
Charges/Services

27-Jun-01, Slide 77
Guidelines for Configuring Special Product
Configurations
z The valve assembly components should be in the same component order in the Configuration
window as they would normally appear on the serial card. The valve / actuator / positioner-
controller / accessories component order should be adhered to as much as possible. Some of the
Specials methods allow a user to dictate the relationship of that component with other components
The Special/Invalid Item method will allow a user to alter the order of components in a valve
assembly Care should be taken when a component is added to either the Special or Invalid part of
assembly.
the item.

27-Jun-01, Slide 78
Modified Special
z The user starts with a Standard product configuration and sets the standard attribute values as
close to the final desired configuration as possible before clicking on the Specials button. This is
done so that any processes like actuator sizing, drawings, RSPPLs, etc will reflect the final product
as close as possible
possible. The user then clicks the Specials button to allow them to select or override
attributes that are not modeled to the selected component. The user then enters the Special Price
ID received from GIS and/or Sales Service with appropriate pricing and then changes attribute
description(s) to specify the required special product.
z Actuator sizing inputs should be reviewed since some attribute values made special will not update
the actuator sizing input value. (i.e. unbalanced area w/special port diameter)
z The EM structure generated for a Modified Special component will be based on the standard
attribute selections before the component is made a special. RSPPLs and drawings will be
generated based from this EM structure.
z Also, inter-product rules, that are written in the First 2.1 product model, will fire rules for other
components in the item based on the standard attributes before it was made special. (i.e.
boss/stem size,, travel,, supply
pp y pressure,
p , etc.))
z This method should be used when special attribute values do not change the external or internal
dimensions of the component. When changing special attribute values like body size, port size, and
long travels the Unique Special method of making the component special should be used.
Allowed Special construction features under this order entry method:
Characterized Cage with same Travel, Port, Seat as Standard
Body Material Change
Trim Material Change that would not change stem size from standard
1" - 4" E body Whisper III Trim with port and travel same as Standard
Instrument Changes except no positioner change allowed (note: when generating drawings for
p
special accessories the drop
p accessories check box should be selected.))

27-Jun-01, Slide 79
Modified Special
This example shows
that the standard
attributes were set
for a 4 EHT and
then made special for
characterized
Whisper III cage
cage. The
EM structure is still
based on the
standard attribute
settings and would
not be impacted
dimensionally by the
special requirement .

27-Jun-01, Slide 80
Training Exercise 20 Modified Standard
Special
1. New Quote , Add new Item 19. Click OK to Information Message
2. ED,667,3582 SS 20. Open Body Material and select CD3MN
3. Click Done (Duplex SST),
4. This is a Modification to a standard 21 Set All Defaults
21.
Product 22. Click Price
5. Select 2 Inch Valve Size 23. Note Unit List amount does not include
6. Select CF8M Body Material the $3500 Net
7. Select 300 Rating 24 Place focus in Item Description cell at
24.
top of screen
8. Set All Defaults for control valve 25. Press CNTL and F12 together
9. Place focus in Item Description cell at 26. Note EM Display is for CF8M
top of screen Body/Bonnet
13.
13 P
Press CNTL and d F12 ttogether
th 27. Click X to close EM Display
14. Note EM Display is for CF8M 28. Click Line Item View
Body/Bonnet
15. Click Specials 29. Note appearance on Duplex Adder and
Blue font of Special
16
16. Type CG212702 As Special Pricing ID 30. Click Re-Number by 1
17. In Adder Description boxType 31. Click Apply Adjustments
Adder Price Duplex Body Material,
$3500 Net 10 % Commission
18. Click Done

27-Jun-01, Slide 81
Unique Special
z A Unique Special allows a user to type in a product not contained in
the First 2.1 product model but would be similar to other Fisher
Products in attribute description.

27-Jun-01, Slide 82
Unique Special
z The user then defines further what the Unique Product is so the application
treats the component in relation to other components in the item and in the
generation of other processes like valve sizing and Fisher/ISA specification
sheets. The user would then select a Fisher product to model after whose
attributes closely match the attribute description of the Unique product and
then enter the Special Price ID received from GIS and/or Sales Service.

27-Jun-01, Slide 83
Unique Special
z Once the component to be modeled after is selected the user should first list reduce the standard attribute value selections in the drop down
lists to describe the component. The setting of the standard attributes for the modeled after product can be done through user selection of
standard attributes that are shown without an (*) in front of the value in the drop down lists, adding additional components to the
configuration and validating the modeled after product through valve/actuator sizing.
z Users should then Set Defaults for remaining attributes and review to see that the standard attribute values selected accurately describe the
special component.
z User should then either select special attribute values or override attribute values to describe the special component where standard
attributes do not accurately describe the special component. Special attribute values shown in the drop down lists are designated with an
(*) preceding the name.
z This specials method should be used to make a component special if a user is going to select or overrides attribute values that alter the
internal or external dimensions of the standard attributes for the product it is modeled after. Such attribute values like Valve size, Yoke Boss
Size and/or extended Valve Travels would have an impact on the dimensions of the product.
z There will be no EM structure generated and consequently no RSPPLs or drawings can be generated for these types of specials.
z Actuator sizing inputs should be reviewed since some attribute values that are made special will not update the actuator sizing input value
value.
(i.e. unbalanced area w/special port diameter)
Notice in this example the user

defaulted to the first standard
attributes for the modeled after
product and then the attributes were
made special. The result is conflicting
information between primary and
secondary attributes. Also inter-
product rules will fire based on
standard attribute settings for
additional components.
p Standard
attributes should be list reduced by
valve/actr sizing, user selection of
standard attribute values and
configuring other components in the
item prior to setting defaults.

27-Jun-01, Slide 84
Training Exercise 21 Unique Product
Special
1. Add new Item 15. Type in 3582 SS, Press Enter
2. Type Like an ED as Product Line 16. Click Done
Name, Click Add to Item 17. Enter required attributes on the
3
3. Click OK to add as Non
Non-Modeled
Modeled Actuator and the DVC to get
Product required selections before setting
4. Open Product Family drop down at anything on the valve
top of screen 18. Open Valve Size and Select 16 Inch
g Stem
5. Select Fisher Sliding p Body
19. Open y Material and select
6. Open Product Type and Select Valve Ductile Iron (EN 0.7043)
7. Open Product Attributes Modeled 20. Open End Connection and select FF
Flg
8. Type ED 21. Go to Actuator and Positioner and
9
9. Type DF217902 As Special Pricing ID make selections
10. Enter $2800.00 Base as List 22. Click Set All Defaults
11. Enter Adder Price Graphite Packing 23. Click Price
$306 List 24. Click Line Item View
12. Select Silo type and size as ED,6
respectively.
ti l 25 Note appearance on ED
25.
13. Click Done 26. Re Number by 1
14. Type in 667, press Enter 27. Click Apply Adjustments

27-Jun-01, Slide 85
Training Exercise 22 Buyout Product
Special
1. Add new Item 15. Type Adder Price Nipple Mounting at $50
2. Buyout Product Not Available in FIRST Net 10% Commission
3. Type ED as Product Line Name, Click 16. Click Done
Add to Item 17. Click Done
4. Type 667 as Product Line Name, Click 18. On the ED, Select 2 Inch Size, WCC Steel
Add to Item Body, RF End Connections ,Class 300, and
5. Type DVC6010 SS as Product Line Set Defaults
Name, Click Add to Item 19. On the 667 Set Defaults
6. Type
yp Skinner Solenoid as Product Line 20. On the DVC,, select SST Tubingg and SST
Name Swagelok Fittings and Set Defaults
7. Click Add to Item 21. On the *Skinner Solenoid/Spec type in the
8. Click OK to add Component as a Non Skinner Catalog Number (Skinner09-67-AFT-
Modeled Product 001) in the ASCO Catalog Number field
9. Select Product Familyy Any
y 22. Select De-Energize to Vent and None for
tubing and fittings
10. Select Product Type Other 23. Click Set Defaults and PRICE
11. Open Product Attributes Modeled 24. Click on Line Item View
12. Type AS and select ASCO 25. Note appearance of Skinner Solenoid
13. Type CG21567 As Special Pricing ID 26. Click Re-Number by y1
1
14. Enter $150.00
$1 0 00 Base as Net with 10% 27. Click Apply Adjustments
Commission

27-Jun-01, Slide 86
Quick Glance Modified Special vs. Unique
Special
Specials Method EM Generation RSSPLs Drawings Product Family, When method
Product Type is to be used
and Product
Attributes
M d l d after
Modeled ft sett
by Application
Modified Yes, based on Yes, based on EMs Yes, based on Yes, Done when Use when
Standard Special standard attribute generated from EMs generated standard product special
values before standard attributes from standard is selected attribute values
componentt is
i b f
before componentt attributes
tt ib t before
b f d nott change
do h
made special is made special component is the dimensions
made special of the
component
Unique Special No No No No, user must Use when

specify in Special special
Price ID interface attribute values
do change the
dimensions of
the component

27-Jun-01, Slide 87
Special / Invalid Item
z In some cases when a user has configured a special component and tries to
add additional components to the item, the user maybe blocked from adding
the component to the item configuration because of inter-product rules that
are firing between the components standard attributes. The Special/Invalid
Item method is used when a user wants to make a separation of the inter-
product rules that are firing between components in an item configuration.
In this example the 16 FBT is modeled after the EAT product line
which
c does not ot have
a e attribute
att bute values
a ues tthat
at match
atc tthe
e 585C
585CLS S
actuator such as Boss Size and Travel. The user has three
options of proceeding at this point. First option is to clear all
default attributes to item components and then try and add the
product again. If this does not work, second option is to start over
and select a different product to model after that would have
standard attribute values that are similar to the product being
added. If that does not work, third option is to use Special Invalid
Item method to add product to itemitem.

27-Jun-01, Slide 88
Special / Invalid Item
z The check box to add an invalid item is only enabled when one of the components to the item is made into a special
component. The user can designate what part of the item is special and what part of the item is invalid in order to
turn off the inter-product rules that occur between the Special component and the Invalid components. This allows
the user to add the components without having to make them special. Inter-product rules would still fire between
components for the Specials part of the item and the Invalid part of the item. This designation can only be done
once per item
item. Once the designation is made a user can determine what part of the item is Special and what part is
Invalid by clicking on each component in the Item Configuration window. When clicking on the component and there
is no check mark in the box it is the Special part of the item. When clicking on the component and there is a check
mark in the box it is the Invalid part of the item. Care should be taken when adding product to the item once the
Special Invalid designation is made since the user can now alter the normal valve/actuator/positioner-
controller/accessory sequence of an item.
Place a check mark in the box by

clicking on the box. This designates
that the product line and any other
subsequent product lines that are
added to the item configuration will
be part of the Invalid portion of the
item To add product lines to the
item.
Specials portion of the item, simply
deselect the check mark and add
the product line.

27-Jun-01, Slide 89
Training Exercise 25A Special/Invalid
Item
1. Add new Item 12. Add Special Tagging from Component Product
2. Add product line ET to item and click Done. Services to item Configuration. Select
DVC6020 SS and 377 from the Select Product
3. Select Following attributes: Valve Size 6 Inch, Service Component window and click OK.
Trim Style/Characteristic Whisper III(Linear) 13
13. To add Special Tagging to valve body deselect
anddCCompositeit Seat
S t type,
t Rating
R ti CL150.
CL150 the check mark by clicking on box located in
4. Set Defaults for remaining attributes and price the lower right hand corner of the Item
item. Configuration window.
5. Click the Specials button and add Special 14. Again, select Special Tagging from
Pricing ID WB21756 Component Product Services in the product
6. Add Adder Price, 5 5 trvl cage P/N 32A1234 configuration tree and click Add to Item button.
and a price in the Special Product Data. Click 15. Click Done, then Edit Config,
Done. 16. Click Size Actuator button.(Notice Valve Travel
7. Click OK to Special Product dialog message. is set to 5 Inch from valve)
8. Select 5 inch Travel attribute. 17. Type in 80 psig for Pas and 150 psig for P1
9. Click the Edit Config button. Max and click Calculate.
10. In the Item Configuration window, place a 18
18. Select size 68 actuator
actuator. Save and then Done
check mark in the box located in the lower right to close Actuator Sizing.
hand corner of window. This will add an Invalid 19. Click Done in Item Configuration window.
item to the product configuration. 20. Select attributes you wish to set in each of the
11. Add a 585C, DVC6020 SS, 2625, 2625, 377, product tabs and set remaining attributes for
Volume Tanks, Process Level 3 and North item by clicking on Set All Defaults button.
American Drawings (under Item Level Product 21. Click the Price button then the Line Item View
Services) to item configuration. (Notice that button.
Process Levels and Item Level Services are
added to the valve component.)

27-Jun-01, Slide 90
Special Product
z There are two Special Product methods to configure a special product. Both of these methods should be used when
there are no Fisher products that would have a set of attributes to adequately describe the product.
z One method is similar to the Unique Special method where a user selects the product line Special Products for
Product Attributes Modeled after. The user would again define how the Special Product relates to other components
in the item and then enters the Special Price ID he/she receives from GIS and/or Sales Service. Because there is
li it d attribute
limited tt ib t description
d i ti the
th user would
ld need
d to
t supplement
l t any information
i f ti iin th
the fform off notes
t tto communicate
i t
with personnel in pricing, order admin and manufacturing as to the product requirements. The user would then have
to manually enter information for Fisher / ISA specification sheets.
z Also there is no EM structure associated with the product line Special Products so it will not generate drawings or
RSPPLs.
z If the Special Product relates to the valve body in an item configuration and a Fisher/ISA specification sheet needs
to be generated this method should be used.

27-Jun-01, Slide 91
Special Product
z A second method of doing the Special Products method is similar to the Modified Special method where the user
selects the product line from the configuration window, sets the standard attributes and then clicks the Specials
button to enter the Special Price ID and pricing information. Again, because there is limited attribute description the
user would need to supplement any information in the form of notes to communicate with personnel in pricing,
order admin and manufacturing as to the product requirements.
z Th difference
The diff between
b t Special
S i l Products
P d t done
d as a Modified
M difi d Special
S i l versus Special
S i l Product
P d t done
d as a Unique
U i
Special is that the Product Family and Product Type are set when Special Product is done as a Modified Special.
This will have an effect on whether the Fisher/ISA specification can be generated in Reports and how the
component relates to other components in the item.
z There is no EM structure associated with the product line Special Products so you will not be able to generate
drawings or RSPPLs.

27-Jun-01, Slide 92
Training Exercise 24 Specials Product
1. Add new Item 9. Type $5000 net 10%
2. Type Special Product as commission as the price, Click
Product Line Name
Name, Click Add to Done
Item
3. Click Done
10. Click Price
4
4. Click Set
Set defaults
defaults & then click
Specials 11. Click Line Item View
5. Type LFB21361 as the Special 12. Note appearance of Consulting
Pricing ID Fees
6. Type $0.00 as the Base Price 13. Re-Number by 1
7. In the Adder Description grid, type 14. Right Mouse Click on the item
Consulting Fees in the Item List
15. Select Apply Adjustments to
Current Item

27-Jun-01, Slide 93
Special Charges
z Special Charges is a sub-component product line that allows a user to add price and/or services to
a component in the item configuration. As with other Specials methods, the Special Price ID must
be entered that is obtained from GIS and/or Sales Service.
z Because there is limited attribute description the user should enter additional information in the form
of notes that other personnel will see that describes the requirements and/or pricing
pricing.
z This method should be used to add cost to a component in an item for such things as engineering
design charges, expedite fees, special testing/certification not covered in OE Doc I or II.

27-Jun-01, Slide 94
Charges/Services
z Charges/Services is a product line that is entered as a stand alone line item. It can be
used for software items such as seismic testing, drawings, certifications, etc.. It can
also be used to have additional costs invoiced as a separate item. Because there is
limited attribute description the user should enter additional information in the form of
notes
t that
th t other
th personnell will
ill see that
th t describes
d ib the
th requirements
i t and/or
d/ pricing.
i i

27-Jun-01, Slide 95
Training Exercise 23 Special Charges
1. Add new Item 10. Type $0.00 as the Base Price
2. Example of an Engineering Charge 11. In the Adder Description grid, type
3. Type ED as Product Line Name, Engineering Charge for New Cage
Click Add to Item Design
Design
4. Type Special Charges as Product 12. Type $5000 net 10% commission as
Line Name, Click Add to Item the price, Click Done
5. Click Done 13. Click Price
6
6. On the ED,
ED Select 2 Inch Size,
Size WCC 14. Click Line Item View
Steel Body, RF End Connections, 15. Note appearance of Engineering
Class 300, and Whisper III Trim Charge
Style/Characteristic, and Trim Level 16. Click Re-Number By 1
D3
7.
7 Set Defaults 17. Click Apply Adjustments
8. On the Special Charges set defaults
and, click Specials
9. Type PG2390001 as the Special
Pricing ID

27-Jun-01, Slide 96
Tips for configuring Special items
z When configuring a special component you must select or override an attribute value
to describe the special requirements. This will generate a note to communicate the
special requirements when the item is entered on an order. This also will add an S to
the end of the Product Number to designate that the Product Number is a special
configuration.
configuration
z When selecting products to make special try to select products whose standard
attributes will closely match the attributes of the final construction. This will help to
validate the product when other components are added to the item and if
valve/actuator sizing are to be performed.
z When trying to change a completed valve configuration for an item and the change
involves a different valve type, it is recommended that the user copy the valve sizing
inputs and paste into a new item configuration.
z When a user is blocked from adding a product to the configuration or a standard
attribute has been list reduced from selection for the configuration take the following
steps
t to
t see if the
th product
d t or attribute
tt ib t value
l can b be selected
l t d as a standard
t d d
configuration before making it special:
Copy the existing line item into a new line item and then click on Clear All Defaults button. See if product can
be added or attribute value is available as standard. If not, proceed to next step.
Click on Clear All button. This will clear user selected attributes and attributes set by valve/actuator sizing.
See if product can be added or attribute value is available as standard. If not, proceed to next step.
If valve sizing was performed, change the Valve/Reg Data for Design Pressure, Design Temperature, Flowing
Drop and Shutoff pressure to a lower value. See if product can be added or attribute value is available as
standard. If not, proceed to next step.
Make the component Special and obtain a Special Price ID from appropriate person in GIS.

27-Jun-01, Slide 97
Specials
Specials & .
. Question ?
I have a Question/Doubt in Fisher FIRST 2 regarding
Specials ?
Configuring Products ?
Why FIRST2 doesnt let me add product X like the Form-Fit
Function type issues for Assemblies?
Where
Wh is
i my product
d iin the
h PProduct
d T
Tree ?
Missing options in FIRST2 ? Is it really Missing ? Or I missed to look
at something ? Does it need to be a Special ?
Can I make Specials in FIRST2 without overriding attribute values ?
I found a pricing discrepancy between OED and FIRST2 ?

27-Jun-01, Slide 98
Specials
Specials & .
. Question ?
What Can I do /How can I get answers to my questions?
In an effort to facilitate the entering of Special product configurations in Symphony/First 2.1

key resources have been established to answer user questions related to product
configurations.
g Users should first contact the Super
p User in their office to answer the
questions relating to the product configurations. If the Super User is unable to answer the
question, the User can then contact the Symphony/First 2 Support team via e-mail address
DLEPMMTNFisherFirst2.0@Emerson.com or phone at 641-754-3131. The Symphony/First 2
Support
pp team will either answer the q question(s)
( ) or include other Fisher departments
p as
necessary to help in answering questions from LBPs related to product configurations.
This is a pilot project and will be in effect for an undetermined amount of time to train further
and evaluate the long term need for this additional service.

27-Jun-01, Slide 99
Customer Search
z Open the Customer search via the Tools menu
z Use the search similar to the transaction master

27-Jun-01, Slide 100
CFS Inactivated Customer Numbers:
Type 1
z Shipp To 155455 has been flagged

gg for Inactivation by y CFS .Here ,FIRST2.1
wouldld pop-up a message that
th t tells
t ll LBP
LBPs w// th
the N New CCustomer#
t # tto use
z In this example , 284213 is replacing 155455 . 155455 is both Bill To and
Ship To whereas 284213 is ONLY Ship to , as set up by CFS
z This change is straight forward on the Ship To since the Old Number and
th New
the N Number
N b are bothb th Valid
V lid ffor Shi
Ship T
To iin FIRST2
FIRST2.1
1

CFS Inactivated Customer Numbers:
Type 2
z The new 284213# can only replace 155455# as Ship To but NOT as Bill To since 284213 is
NOT set up as Bill
Bill To
To by CFS
z In this case , FIRST2.1 will NOT confuse the user to use 284213# as Bill To. Instead it throws a
message as shown above to search for a customer to find an appropriate substitute for ALABAMA
POWER CO using Customer Search
z Deals written against 155455# needs to be Updated since 155455# was a Valid Bill To once
and OPS x-ref needs to be maintained
z Attention To tied to the Old number needs to be migrated to the New number .

EM Bundling
z Place Cursor focus on Item Description and press Control+F12
z Drawing Cells will be identified where applicable

Notes/Predefined Notes

Customer Default Notes

Logistics Holds
Logistics Holds used by
Valves Division
z Documentation Hold
Used for Hold Fab items
z Manufacturing Hold -
Results in a booked item
Hold Codes used by Valves

Division
z Rep Hold Used when
there is a error that
cannot be resolved on
items being sent via the
NOMIS business
systems The order
systems.
stops in FIRST 2.1
before it reaches OPS
See FIRST 2.1 Help topic:

How Do I ?: Override
Prime Ship Location for
more details

FIRST2 to OPS/Oracle Item Priority / Order
Type Translation

Non--Chargeable Docs & Services
Non
z Right-click on the item in the Line Item view, select Documents & Services
z To send a product service such as additional drawings or acknowledgements
to the attention of someone,
someone use a D52 or D53 note typetype.

Chargeable Docs & Services
z Right-click on the item in the Line Item view, select Documents &
Services
z To send a product service such as additional drawings or
acknowledgements to the attention of someone, use a D52 or D53 note
type.

19 Valves Training Docs & Services
1. Open a new quote , add ED valve and complete its configuration.
2. Click Edit Config
3. Select North American Drawings from Product Line tree, Click Add to Item, Click Done
4. Under the North American Drawing Type field, Select Type II Drawings
5. Set All Defaults and Click Price
6. Click Line Item View
7. Right click any where on the Line Item View for the item
8. Click Document & Services
9. Select No Charge Docs & Service (Top Tab)
10. Click Insert Blank Row
11. Use the Down Arrow under the Product ID or Description to select
12. Example: In Description, select Extra Invoice Copies
13. QTY 1 Select the JDE address to send them to
14. Select which Items the Service applies to
15. Select Chargeable Docs & Services
16. Type II Drawings should appear
17. You will need to SELECT the JDE Address.
18. CLICK Done

Training Exercise 11 Placing an Order
Pg1
1. Open Training quote ( training item 10 ) from previous days work.
2. Go to FIRST Plug In
3. Click on Pricing Options
4. When you have a quote that is OLDER than 90 DAYS, You will get a error from the Order Controller if you try to enter it
5
5. Lower right hand corner is Effective Price Date
Date, if older than 90 days
days
6. Click the button SET to Today.
7. Now the tool will walk thru all your items and reprice
8. You may have been in the middle of a Price increase, so check the pricing.
9. Click on Quote (A) Click Items Tab at top
10. Under Lines to Copy Select the items you want to order. OPS will not accept Specialty and Parts on the same order. Regulator items
must also be entered on a separate order.
11. Click :Add Items to Order. Make sure New Order is selected, Click Select.
12. You are now in the Order Module. Fields in Red are Required Fields by FF2.1
13. Bill to: Your Office
14. Customer PO# 128328
15. Billing Type: Sales Office
16. Set the Logistics Hold To Manufacturing Hold (MH) to leave Order Booked on OPS
17
17. S t Logistics
Set L i ti H Holdld tto D
Documentation
t ti H Hold
ld (DH) tto sett th
the O
Order
d tto H
Hold
ld F
Fab
b on OPS
18. Note: Select Yes if asked to propogate holds to all items on the order if it contains multiple items. Click the Order tab and
scroll to the right until you find Logistics Hold to see any active holds for each item.
19. Click the Shipping Tab
20. Ship to: Your Customer
21. Under Ship to Click END USER Button. It will copy ship to address to end user.
22. Click Consignee
Consignee button to copy End user address to Ultimate consignee. If your End user and ultimate consignee address is different,
click Binoculars and search the address.
23. Click Addl Hdr Info TAB
24. Select your Rep ID:
25. Fill in the red if any, Inside Sales: (Your Name),
26. Enter a Rep Order ID: Rep ID, a space, your initials, and a number significant to your office
27. Example 029 rjb56983a
28. Click the Line Refresh button if its Red, Click OK

Training Exercise 11 Placing an Order
Pg2
19. Go to the FIRST plug in under Order 1
20. Click Expand All, Click Apply Adjustments
21. A warning may appear ( READ IT) Click YES
22. You have lost your overrides, Note: you may use overrides for a quote but need a deal to place the order.
23. Go back to the Order
24. Click : Check, If No errors, Click: OK
25. Click on Commit Button
26. If Tax Exempt warnings are presented, click the appropriate buttons
27. Click OK to the message Order Successfully Committed
28. Click Order Header, Click the Time stamp at the Bottom to open Events Dialog
29. When Sales Order Number appears order is completed
30. After Committing the order
31. Lower Left hand Click The Most Recent Event
32. That will expand the screen.
33. This will tell you what errors if any you may have.
34. If you have an error that reads Item 1000
35. Item 1000 is the JDE line number
36. Note the Cust or Rep line number
37. Go to Order Items Tab
38
38. T configure
To fi columns:
l Ri
Right
ht click
li k in
i the
th far
f left
l ft b
box, fi
firstt row.
39. Click on Configure Grid Columns
40. Scroll down to Rep Line Number, Click on the far left column to highlight it, and use the arrow keys to place it
next to the JDE Line Number
41. Click Apply and then OK
42
42. Review Order on TESTCORP
43. Order should be Hold Fab and remain Booked. (OE45)

Rep Order ID number criteria
z Rep Order ID - Total 15 characters allowed.
z First 3 for the Office ID
z Fourth for the BranchID , example 009E , E could be a
Puffer Office in Texas . If no Branch ID exists for that
office , then Fourth character should be a "blank Space"
p
like 088 -TestOrder
z Fifth character must be a "-" (dash)
z Rest of the ten characters can be alphanumeric . 10
characters is the MAX limit . Rep can use even 5
characters .
z As long as the Rep order ID is unique , it is OK .
z Special characters not recommended.

Event Log/Order Status

Change Order Procedures
z Double click on Word document
icon on right for the Oracle PRIME Microsoft Word
Document
Change Order - Quick Reference
page
z Double click on PDF document

icon on right for the OPS PRIME
Change Order - Quick Reference
page
Adobe Acrobat
Document

Fisher Specification Manager
z Demo

Deals Guidelines for
FIRST 2.1 Rollouts
Deals Basics
z REP Deal
Written by
y the LBP
Must be approved by GIS prior to quoting customer
Changed DISC or CORP Deal by GIS after PO is received
z DISC Deal
D l
Allows discounts up to max discount listed or less
Ex. Vee-Balls at B/20 can be quoted to customer from Consumer Net
to B/20 depending on competitive situation
z CORP Deal
Discounts are fixed
fixed and cannot fluctuate like DISC Deals

GIS / LBP Work Process for Deals
z LBP to write a REP Deal to support the discount
discussion with GIS Sales Engineer before the quote is
submitted
b itt d tto the
th customer
t
z LBP to use reviewed REP Deal on the quote
z GIS to convert the REP Deal into an Approved
Approved Deal
(CORP or DISC) when a PO is issued
z Approved
pp Deals will be written at a detail p
product level
REP Deals should be written at a detail level to expedite
approval
GIS will check Deal to ensure products are at component level
and will call LBP if questions arise

GIS / LBP Work Process for Deals
z GIS will write Deals for Corporate Agreements
May
y include multiple
p Deals to cover scope
p of agreement
g
Will typically be of the CORP type in order to fix discounting in
cases where an agreement with the customer exists
The Corporate Agreement and specific Fisher First 2.1 Deals to
be sent to the appropriate Valve Business Leaders

Deals Policy on Regulators, Remote
Automation Solutions, & Baumann Products
z Do not include regulator products or RAS products on a
control valve Deal
LBP to contact the regulator division or RAS group to arrange for
a separate Deal
Allows each division to monitor their Deals individually
Fisher First has the ability to manage Deals on a per line item
basis
One Deal can be assigned
g to multiple items at once
z Baumann products to follow same guidelines as Fisher
products

Fisher First Calculates Commission
List Base Extended Commission
Price Discount% Discount % Rate %
26% 40% 10%
Fisher First 2
2.1
1 AUTOMATICALLY
determines commission rate %
based on extended discount %
How does First 2.1 know?
Discount or Payment?
z How does First 2.1 determine whether commission is
Netable or Payable?
First 2.1 looks at the Billing Type on the quote/order.
If Billing Type = Customer, then its Payable Comm.
If Billing Type = Sales Office, then ititss Netable Comm.
z How can you tell for sure in a First 2.1 Order? It is
displayed.

Commission Rate can be given as a
DISCOUNT or a PAYMENT

26% 40% 10%
If invoice an LBP If invoice a customer

LBP takes Commission Fisher makes Commission $
in form of a DISCOUNT.
DISCOUNT PAYMENT to LBP
Netable Commission $ Payable Commission $

Example
z List Price = $1000
z Consumer Net Price = $1000 * (1-26%) = $740
z 40%
0% e extended
te ded d
discount
scou t
z Customer Net Price = $740 * (1-40%) = $440
z Commission Rate = 10%
If invoicing LBP
commission discount = 10%
Netable commission = $440 x 10% = $44
LBP pays Fisher $1000 less 40% less 10%
LBP pays Fisher $440 less $44 = $396
List multiplier to LBP = 0.3996
If invoicing Customer
commission rate = 10%
Payable commission = $440 x 10% = $44
Customer pays Fisher $440
$440, Fisher pays LBP $44
$44, Fisher keeps $396
List multiplier to LBP = 0.3996
Consistency = Clarity
New direction: Always keep items separate

Extended Commission
Discount Rate
is the is the
Extended Commission
Discount Rate
Customer Net Price = CNP less Extended Discount
LBP Net Price = CNP less Extended Discount less Commission Discount

Deals Guidelines
z Capitalize on the pricing controls provided in the program
Only include product(s) on the quote
Ensure product is at component level
Assembly oriented carries valve discount to actuator, non-FIELDVUE
positioners and accessories
Limit customer sites listed on the Deal
z Verify the business case with GIS before perpetuating a
Deal
Expect a discussion with GIS on update requests to expired
Deals
Allows GIS to have a pulse on the market
z I l d d
Include details
t il on th
the quote
t hheader
d
Project dollars, industry, competition, EPC, LBP contact, etc.
Helps GIS when personnel is out of town, move groups, etc.

Deals Guidelines, cont.
z Deals functionality to be weary of:
Be careful if discounting with valve constraints
Deals Wizard does not include rules to validate the constraints
Control valves, regulators, and Baumann are not always consistent in
how products were modified. For instance, there are multiple
representations
t ti off carbon
b steel
t l depending
d di on ththe product
d t (WCC
(WCC,
Carbon Steel, WCB HT, etc). This can cause Deals to not discount
appropriately.
Be careful when selecting g sizes of p
products as wrongg selections can
also cause Deals to not discount appropriately.
Product Standardization
Standardization A: Price Book 100 pproducts carry
y the discount. Many
y
corporate agreements are written around Price Book 100. Needs to
be checked by GIS for accuracy.

Training Deals LBP Users
z Open New Quote z Hold down on the Shift or Ctrl Key to
z Go to Fisher Valve, Regulator & RAS select multiple customers
plug-in z Click Select
z Cli k on P
Click Pricing
i i O Options
ti z Cli k d
Click drop ddown tto view
i customers
t
z Click on Deal Wizard If customer added by mistake,
z Click on file New Deal uncheck box
z Select Deal Typeyp from drop p down z Select a Deal end date
menu. LBPs are only able to create a z Click on Allow Factory to View for GIS
REP Deal. to make into DISC or CORP Deal
z Fill in all pertinent information including accordingly
Project Name, Description, Pricing z Click Finish
Strategy Competitor
Strategy, Competitor, etc
etc. z Click on Add Adjustments to enter
Description is important as it will show valve products and associated
up in the Detail View when selecting a discounts
Deal
z Click Add Customers
z With In Field = Company, find your
customer by typing in name
z Click on Find

Training Deals LBP Users, cont.
z Type ED (Notice Tree expands. Deal z Add DVC6010RTY as a separate
Wizard has type ahead feature). adjustment as the assembly oriented
z Click Add, press Enter on keyboard, or checkbox does not apply to FIELDVUE
right mouse click on ED and click to add devices
item
item.
z Click Finished
z Add the following: Vee-Ball and EZ to
Selected Products z To change the discount amounts, click
z Click Next at bottom of page to on the Amount box and type in
proceed to next page discount desired
z The Product Attribute Screen allows for Can also change by right right-clicking
clicking
different selections on body size and on adjustment line and clicking on
material, DVC tiers and protocol, and Modify. Page through adjustment
degrees of product standardization until pricing page.
z Click Next z Assembly oriented is shown under
Assembly as Yes
Assembly Yes
z Under Details and Pricing Type one z For Base price adjustments add an
can see Extended Discount, adjustment for Global Product Line.
Commission Rate, and Base Discount Page through adjustment details pages
z Select Extended Discount and type until final page. You will see
15 into amount box j
Adjustment Multiplier
p where different
z Check the box for Assembly Oriented types of boxing, transportation, etc. can
receive discounts or be marked-up
Actuator, accessories and non- accordingly.
FIELDVUE positioners will carry z Save Deal when completed.
Valve discount (exception screen
pops-up
pops up on right)

Review
Q
Questions?
?

Fisher FIRST 2.1
P d t Number
Product N b
Product Number Overview
z Format of the Product Number

z Product Number Features
z Affected Fisher First 2.1 Screens
z Affected Fisher First 2.1 Reports
z Changes in the Rep Inventory Pricing Tool
z XML1 Interface to LBP Systems and OPS

Product Number Format
PLCD - XXX - ZZZZS

PLCD = 4 character Product Line Code, e.g. ED, 667, DVC, 3582.
XXX = Product Line Id.
ZZZZ = zero suppressed sequential number assigned to the attribute
values.
S = A Product Number ending in S represents a Special.

Product Number Example
p
ED-68-66807
ED - 68 - 66807
ED = Product Line Code.

68 = Product Line Id.
66807 = signifies
i ifi theth 66807th unique
i combination
bi ti off attribute
tt ib t values.
l
z Both Standard and/or Special Product Numbers are re-useable.

They retain their Overrides and can be entered in the Item
Configuration screen.

Fisher First 2.1 Item List View
Product
Number added.

Fisher First 2.1 Item Configuration
A Product Number
may be entered here.

Fisher First 2.1 Item Detail View
Product
Number added.
The Product Number is
generated
t d when
h all ll
attributes are set and the
User clicks Price, Specials,
or hits Cntl+F12 in the Item
Description Field
Supplemental
Attribute added
for Specials.
p
These can have up
to 255 characters
of text.

Fisher First 2.1 Bill of Material
Product
Number added.

Fisher First 2.1 Global Inventory
y Search
Product Number
added.

Fisher First 2.1 Quote & Order Header Items tab
Product Number
added.

Fisher First 2.1
Product Specification
p Report
p
Product Number.

Fisher First 2.1
Delivery
y Document
Product Number.

Configure
Configure to Product Number
Number
z Old Quotes/Orders that has items affected due to recent ASE data change might throw the above
error message when trying to access Item Detail view .Clicking OK would clear BAD attribute
values and leaves the configuration INCOMPLETE as shown in the Picture above. This is one such
example to end up with Cleared attribute Values in FIRST2.1 while opening OLD Quotes/Orders
z On such occasions
occasions, since FIRST2
FIRST2.1 1 still keeps the Product Number ( encircled in RED above ) , we
have added a new functionality to retrieve the values back as much as possible. This is called
z Take note that this functionality would only set the current Valid attribute values .If the previously
used attribute value is now Invalid , then it will NOT be set to prevent any potential FORM-FIT-
FUNCTION violation

Configure
Number

Show
Show Product Number History
History
z Double-Click on Product Number in Item Detailed View to select Show Product

Number History y
z It shows attributes and attribute values of the particular Product Number
z Obsolete Product Numbers attribute Values can also be seen
z If Configure to Product Number does not set ALL values then choose Show Product
Number History

Configure to Product Number Points to
Remember
z All attributes are set as default attributes i.e
anything
y g set by
y sizing
g ((blue)) and p
previously
y
selected User Values (black bold) will turn to
Normal font
z This can be used on STD and Special Product
Number (Ex 657-38-138533S)
z Thi cannott be
This b used d on a M
Modeled
d l d Aft
After/Non-
/N
Modeled Specials -?
z Sets only the attribute values BUT does not Re- Re
Price the component

Section 1
Fisher FIRST 2.1

Export Compliance Changes

Fisher FIRST Export Compliance Changes
z Ultimate End User was split into two separate
addresses:
End User
Ultimate Consignee
g
z Added Intermediate Consignee
z Added Additional Parties
z Added Export Questions

Reasons for Changes
z The compliance changes implemented in
FisherFirst will allow for automated export
p
compliance reviews to take place in Oracle,
which will minimize order processing delays.
z Currently, Portsmouth is requesting the LBPs to
complete a manual order quote screening form
(QSF) for an export orders.
orders The changes to
FisherFirst will eliminate the need to send
Portsmouth a manual QSF.

End User Address
z Definition: the address party located outside of
the origin
g country y who receives and ultimatelyy
uses the exported or reexported items. The end-
user is not a forwarding agent or other
intermediary but may be the same as the
intermediary,
ultimate consignee.
z Required address that must be populated.
populated

Ultimate Consignee Address
z Definition: the address party located outside of
the origin
g country y who is the true p
principal
p p party
y
in interest (Final owner), receiving the export or
reexport for the designated end use. The
ultimate consignee is not a forwarding agent or
other intermediary, but may be same as the end-
user.
z Required address that must be populated.

Ultimate Consignee NEW Field
z Ultimate Consignee is NEW required field on the Shipping tab

z Ultimate Consignee is the Final owner of the Product .
z Ultimate Consignee and End-User Customer# can be the same or different
z Ultimate Consignee will be picked up as E11 Notes on the XML1file
z F Non-NOMIS
For N NOMIS Orders,
Od Ultimate
Ulti t C Consignee
i iis M
Mandatory
d t while
hil committing
itti
to OPS/Oracle.
z For NOMIS, March 27th to April 27th OC will only Warn if Ultimate Consignee
is NOT supplied. After April 27th , it will error out .

End User & Ultimate Consignee Address

End User Address is Not Known
z How to enter an order when the End User
country is known, but the complete address is not
known:
Enter the End User as To Be Determined (TBD) using
customer number 9999.
Enter Ultimate Destination as known country (i.e.
China)
If Ultimate Consignee address is not known
known, enter
TBD customer number 9999.
z TBD End-User hold will be pplaced on the order in
Oracle. Shipment will not be released until the
End User and Ultimate Consignee are provided.

Export Compliance To
To be determined
determined
A B
z #9999 TO BE DETERMINED can be used as End-User if the End-User

information is NOT available w/ LBP at the time of order entryy
z For Export Orders ,Ultimate Destination can be set to Non-US when End-
User = 9999 , Picture B above
z If End-User is known as in Picture A above , then Ultimate Destination and
End-User countryy must match ((Export
p and Domestic orders))
z Picture A - WRONG , OC Rejects the Order
z Picture B - Acceptable , OC Passes the Order

Intermediate Consignee & Additional Parties

Intermediate Consignee Address

Additional Parties

Export Questions
z The Export questions are required when the ultimate
destination is non-USA.
z The order will not be accepted by FisherFirst if the
required Export questions are not answered.
z If the order is for stock
stock, the text boxes would be answered
with Stock and the Yes/No selections would be
answered as No.
z A ticket has been entered that will make the Export
questions only required in FisherFirst when at least one
item is p
prime Oracle. The Export p q questions would not be
required if all items prime from OPS locations.

Export Questions

Export Order Information (EOI) System
z The export compliance changes made to FisherFirst will
not flow to the legacy EOI system in OPS.
z If an order has items priming from both Oracle and OPS,
the information will have to be completed in FisherFirst
and on the EOI web page.
z If all items are priming from OPS locations, then the
Intermediate Consignee and Additional Party addresses
dont have to be entered.
entered This information can be
entered on the EOI web page.
z Eventually,y, the Export
p questions
q will not be required
q when
all items are priming from OPS locations. The ticket to
make the change has been entered.

Repair/Fix
Repair/Fix Broken Items in FIRST
z FIRST2.1 monthly Data Moves (Product Model Changes)
leads to some OLD items invalidated on Quotes/Orders
Obsoleted Product Lines
Deleted Attribute Value Can Obsolete a Product Number
g Can Invalidate OLD Assemblies p
Product Rules Changes previously
y
configured in FIRST by LBP user
z To Fix such Items having Obsolete Product Lines,
Obsolete Product Numbers and Invalid Assemblyy ( Form-
Fit-Function), FIRST has this Repair feature
implemented .
z This is an existing functionality BUT has been fine tuned
to handle Invalid items more efficiently

Obsolete Product Line
z 84000ABR is Obsolete .
Clicking Edit Config
th
throws Invalid
I lid message
as shown here
z Click OK
OK would take us
to Edit Config screen
and the Product can be
removed from that
z Keeps all the Valve sizing
data .

Obsolete Product Line..
z All controls locked
z Once the Obsolete
Product has been
removed ,User will re-gain
access to all controls and
proceed

Obsolete Product Number
z Pops-up while Navigating to Quote/Order Header or Plug-in

z This means , A Product Number on this Quote/Order has been
Obsoleted due to a Product Model Change
z Products Numbers Obsoleted is shown in RED color in the Plug-in
g (
List , Unit & Total Price Columns will be RED)

Fixing Invalid Configuration
z In December08 Marketing decided to obsolete Micro-

Switches that go with 657/667 actuators .So the above
assembly quoted in Oct08 is now Invalid in FIRST2.1
z Valve Size changed from 1 Inch to NPS 1 on EZ and it
also had gone other changes in the recent months .
z The Next 4 slides shows How to Fix this construction

Fixing Invalid Configuration Level 1
z Above Message can be witnessed while trying to access

Item Detail or Edit Config . Can be treated as Level 1
message
g
z OK to the message can fix the configuration but NOT
always. If Form-Fit-Function is violated / has Contradicting
attribute Values,
Values then it slips to Level 2

z Level 2 tries to fix the construction as a whole by clearing Invalid

attribute values and checks the Form-Fit-Function of the Assembly
is still Valid?
z OK to the message g can fix the configuration
g but NOT alwaysy
z Level 2 will NOT Clear/Remove the invalid component .In the above
case Micro-Switch is the Invalid Component . Hence it slips to Level 3
for a Manual fix by the user

z When Level 1 & 2 cannot Fix the configuration ,Level

Level 3 needs to be
followed
z Level 3 basically tells the User about the Invalid Component in the
assembly that violates Form-Fit-Function
Form Fit Function
z User needs to Manually remove the component thro Edit Config
screen

z EZ ,657 and DVC attribute values will be blank

z Use Show Product Number History and then' Configure to Product Number on
EZ,657 & DVC to Check , Complete and Confirm the configuration Before and
After
z Benefits :
FIRST2.1 prevents user from loading Invalid assembly to the Factory .
If User had not fixed the construction and committed the Order ,Order Controller would
anyway Error
Error this item as Invalid
Invalid Construction
Construction

Unit Commission Adjustment (UCA)
z On Direct Billing Orders,
UCA can be applied in
FIRST/ NOMIS
Lowers the Customer price to the
corresponding dollars deducted
from Rep Commission
Use, for example when Customer
Invoice Price = 1256.23$ but
actual Price = 1256.79 $ (56
cents) difference on Direct billing
orders
To adjust Rep Pricing errors that
was quoted incorrectly to
g
Customer on Direct billing
orders.
d
Both FIRST/NOMIS has been
programmed to handle UCA. New
Errors/Warnings have been
introduced to report back NOMS if
applied incorrectly in NOMIS
UCA doesnt apply to Net Priced
and Price Per Item products
Dollars deducted should always
be for Qty=1
y even if multiple
p
quantities
i i are ordered
d d on that
h
line.Pricing logic automatically
multiplies the UCA with Quantity

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Fisher FIRST 2.

Data Maintenance Team:

[File Name or Event]

z Emerson Support - ITSS

[File Name or Event]

[File Name or Event]

ITSS SERVICE DESK SUPPORT

[File Name or Event]

CFS SUPPORT OPERATIONS QUEUE

[File Name or Event]

SERVICE LEVEL 2 (ITSS directs to appropriate queue)

[File Name or Event]

[File Name or Event]

[File Name or Event]

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z New product nomenclature

[File Name or Event]

Symphony User Interface Enter Customer Order

Symphony Order Controller (Validation)

[File Name or Event]

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The time delay on the

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z Developed for Europe to support FAST Program

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z NO Cg , Cs , Km , C1 (Fisher Terms) in FIRST2

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[File Name or Event]

[File Name or Event]

[File Name or Event]

[File Name or Event]

[File Name or Event]

[File Name or Event]

1. Open the Navigation bar and right click on Quote (A)

To Copy a quote to another transaction

1. Right click on Quote(A)

[File Name or Event]