ValSpeQUserManual 380

User Manual ValSpeQ 3.
80
ValSpeQ
Version 3.80
USER MANUAL
Version 1.0
Release: May 2008
1
User Manual ValSpeQ 3.80
Table of Contents
Topic Topic Description

No.
1 Overview
2 System Requirements Hardware & Software
3 Technical Support
4 Getting Started With ValSpeQ Application
5 Navigation Section
5.1 Configuration Tab
5.2 Project Tab
5.2.1 Quote Number Folder/Node
5.2.2 Template Library Folder
6 Application Work Area
7 Application Menu Bar
7.1 Project
7.1.1 New Project
7.1.2 New Configuration
7.1.3 Open (Existing Project)
7.1.4 Save
7.1.5 Save As
7.1.6 Import
7.1.7 Export
7.1.8 Freeze Items
7.1.9 Unfreeze Items
7.1.10 Search Tag
7.1.11 XML File
7.1.12 Project Preferences
7.1.13 Spreadsheet View
7.1.14 Print
7.1.15 Recently Used Projects Section
7.1.16 Exit
7.2 Template Library
7.2.1 Export Templates
7.2.2 Import Templates
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7.3 Item
7.3.1 Add
7.3.2 Copy
7.3.3 Copy Item to Library
7.3.4 Delete
7.3.5 Save
7.3.6 Freeze
7.3.7 Unfreeze
7.3.8 Cancel Item (New)
7.3.9 UnCancel (New)
7.3.9 General Info
7.4 Template
7.4.1 Add
7.4.2 Copy
7.4.3 Copy Template to Quote/ Project
7.4.4 Delete
7.4.5 Save
7.4.6 General Info
7.4.7 Overlay Template
7.5 Settings
7.5.1 Pricing
7.5.2 Factory Notes Library
7.5.2.1 Manage Factory Notes / Groups / Collections
7.5.2.2 Import Factory Notes
7.5.2.3 Export Factory Notes
7.5.3 User Preferences
7.5.4 Manage Customer Library
7.5.5 ITP
7.5.5.1 ITP Management
7.5.5.2 Import ITP (New)
7.5.5.3 Export ITP (New)
7.6 Tools
7.6.1 ANSI Calculator
7.6.2 Leakage Calculator
7.6.3 UOM Converter
7.6.4 PED Evaluation
7.6.5 PED Factory Documentation
7.6.6 Filter
7.6.7 Mass Change
7.7 Help
Tag
LODB Restrictor
8 ValSpeQ Messages
3
Overview
Welcome to ValSpeQ, a full function, Windows based multi-configurator for Valve & Level sizing,
selection and specification tool. This version of ValSpeQ is intended for Masoneilan sales and
sales support personnel as well as sales representatives and agents. ValSpeQ is designed to be
an effective tool for quickly sizing a few valves to generating complete proposal documentation
for large quotes. Now ValSpeQ supports configuring of Levels too.
As a valve configurator ValSpeQ offers flexibility yet is consistent in its validation of valve,
actuator and accessory selections. Indeed, the tool is structured so that user cannot select
invalid combinations of components. Tool output reliability is also assured through sizing
calculations and noise prediction methods that are entirely consistent with the latest ISA/IEC
standards. Moreover, regular maintenance of the ValSpeQ product database and standardized
formatting of output documents leads to tool accuracy and consistency. As a common platform for
sales support worldwide, the ValSpeQ product database and output documents are intended to
be Masoneilan corporate standards.
By combining flexibility, ease of use and full functionality, ValSpeQ, effectively supports our selling
efforts from identification of sales opportunity to submittal of quote.
Features and functionality of ValSpeQ beyond Sizing, Selection & Specification include the
capability to:
Maintain User-Editable Quote Numbers.

Create configurations for Valves and Levels.
Easily navigate between Items/Templates & various configurations detail information.
Quickly calculate without actually adding an Item or Template & then at the users option
saving the same, if required, as an Item or a Template.
Store every project separately, each project containing multiple Items/Templates.
Now open the Project File (.vnx) directly from the Explorer, by just double clicking on the file.
Import/Export selected Items/Templates including Factory Notes from one user to another.
Generate a XML File with Factory Notes for the factory/facility MRP system.
Create a Template or set of Templates within the Template Library allowing the user to create
an Item of similar configuration very quickly.
Copy an Item within the Quote or to the Template Library as a Template. Copy a Template
within the Template Library or to Quote as an Item.
Flag a Valid or Invalid configuration using a visual indicator adjacent to the Item/Template & at
each Configuration node. Also a flag an item/template indicating their type (either control
valve-C or Level-L)
Search Items by Tag Number. Search tags for items by giving special conditions like Tag
Equals/Begins with/Contains/Ends with.
Invalidate Items or Templates if configured using an older version, thus forcing the user to re-
configure & re-validate using the current configurator.
Prohibit opening project files created using higher ValSpeQ application version than the
current one.
Re-order Items.
Freeze/Unfreeze all items in one click.
Create criteria based Filters in Library and Project to quickly work with items/templates.
Mass change for accessories for the filtered/non-filtered items.
Use Freeze/Unfreeze, search tag, export, XML file, Mass change, Apply factory notes like
functionalities along with Filters.
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Generate envelope dimensioned drawings and various reports in multi-language including:

Specification Sheet, Calculation Sheet, Notes Sheet, Price Sheet, Valve Flow Curve,
Technical Summary, Pricing Summary, Drawing Sheet.
Automatically price complete valve configurations:
North American List Price, Canadian Price List, Alliance Price List
Discounting via a 3 Tier Quote/Line/Accessory Discount Template
Pricing of Quality Plans, Factory Notes and User Defined Adders
Flags for Discount Authorization
Create and Manage Groups, Factory Notes, note collections in library and project. Apply Note
collections to items/templates. Find and replace a note for items/templates.
Import and Export the Factory Notes along with Groups and collections.
Store the user defined Factory Notes along with Groups in the Library. Hence user can reuse
Factory Notes once created for different projects & associate them with the configuration.
Automatically tag masking for items on accessories.
A separate User preference screen to allow the user to set default values for new
configurations and for ValSpeQ general behavior.
Open the Project from previous version like Release 3.0, 3.1, 3.2, 3.3, 3.4, 3.50,3.51,3.51.1,
& make them Release 3.60 compatible.
Import an Item or Template from the export file created in Release 3.1, 3.2, 3.3, 3.4 and 3.50
& make those lines compatible with release 3.60.
New Tools for the user to calculate ANSI Rating, Leakage and UOM converter.
Supporting for PED Evaluation and factory documentation.
Applying ITP (Inspection & Testing Plan) to Line Items.
Spreadsheet View for Line Items in order to view or change the Line Items at one go.
Cancel or Uncancel the Line Items.
ValSpeQ Editions
ValSpeQ is distributed in 3 different editions.
Full Edition
Size & Selection Program
Drawing
Pricing or Quote
Standard Edition
Drawing
Lite Edition
5
System Requirements Hardware & Software

Hardware Requirements
Pentium II 333 MHz Processor
128 MB RAM
Minimum 350-MB free Disk Space required on the system drive.
Software Requirements
Windows 98/NT Server/Workstation/2000 Server/XP
6
Technical Support
For any technical assistance, please contact
Postal Address : Dresser, Masoneilan

85 Bodwell Street
Avon, Massachusetts 02322
Email : ValspeqSupport@masoneilan.com
Telephone : (508) 586-4600
Tele Fax : (586) 941-5497
Kindly use the below mentioned format when recording any problems or errors.
Client Name : Type Your Company Name
User Name : Type Your Name
Application : ValSpeQ 3.60
Error Description : Provide the following Information
1. Error Description or Message

2. Occurs Only On A Specific Event & steps to reproduce the event
3. Occurs Randomly
4. Data, in case any
7
Getting Started with ValSpeQ Application

To start the ValSpeQ application, follow the steps given below: -
From the Windows taskbar click Start, Programs, ValSpeQ.
On starting the application, a New Project named Untitled.vnx will be opened & the blank Sizing
& Selection screen is being displayed in the application work area. The application will be ready
to configure a New Configuration. With Pricing version will have the folder Quote Number in place
of folder Project. The default value of the Quote Number will be Quote which is editable.
Menu Bar Project File Name
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Navigation Section
Application Work Area
Navigation Section
The Navigation section contains all the available Configured list of Items and Templates.
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The Navigation section facilitates the user to navigate or switch in between Items/Templates & its
associated different configuration nodes/functions.
The Navigation section is split into two
1. Configuration Tab
2. Project Tab
Configuration Tab
Functionality: Allows navigation through different functionalities of a configuration such as Size &
Selection, Materials, Actuation etc.
Configuration tab
Depending on the selected Configuration Node & the selected Item or Template, the data is
displayed in the application work area.
Visual icons to indicate valid or invalid/incomplete data are displayed adjacent to each
Configuration Node. Even if one Configuration Node is invalid/incomplete, the Item/Template
Node is also marked as invalid/incomplete.
2. Project Tab
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Configuration Tab
Functionality: Allows navigation through different Items/Templates in Quote Number & Template
Library folder respectively.
Project Tab
Depending on the Item or Template selected & the selected Configuration Node, the data is
displayed in the application work area.
Visual icons to indicate valid or invalid/incomplete data are displayed adjacent to each
Item/Template node. Even if one Configuration Node is invalid/incomplete, the Item/Template
Node is also marked as invalid/incomplete. Only when all the Configuration Nodes are valid, the
Item/Template Node is marked as valid.
The Project Tab page is further split into 2 i.e. Quote Number Folder/Node & Template Library
Folder/Node. All the Items reside under the Quote Number folder & all the Templates reside under
the Template Library folder.
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Quote Number Folder/Node

The Quote Number folder on the Project Tab contains list of Items in the Quote.
Note: The Quote Number folder is referred to as Quote hereafter in the document.
By right clicking on the Quote Folder or Node, a popup menu is displayed by which some of the
functionalities related to current Project can be invoked.
The following screen shows the options available on the popup menu on the right click of Quote
node.
Right Click Menu
The lists of functions available on right click of Quote Folder/Node are as follows:
1. Edit Quote Number
2. Add Item
2.1. Control Valve
2.2. Level
2.3. Accessory
2.3.1 Actuator
2.3.2 Positioner
2.3.3 Transducer
2.3.4 Booster
2.3.5 Switch
2.3.6 Solenoid
2.3.7 Airset
2.4. Regulator
3. Export
4. Import
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5. Freeze Items
6. Unfreeze Items
7. Filter
7.1. Add/Edit
7.2. Activate
7.3. Refresh
8. Search Tag
9. XML File
10. New Configuration
10.1. Control Valve
10.2. Level
10.3. Accessory
10.3.1 Actuator
10.3.2 Positioner
10.3.3 Transducer
10.3.4 Booster
10.3.5 Switch
10.3.6 Solenoid
10.3.7 Airset
10.4. Regulator
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Template Library Folder/Node

The Template Library Folder on the Project Tab provides a list of Templates available in the
project.
By right clicking on the Template Library folder/node, a popup menu is displayed by which some
of the functionalities related to Template Library can be invoked.
The following screen shows the options available on the popup menu on the right click of
Template Library node.
Right Click Menu
The lists of functions available on right click of Template Library folder/node is as follows:
1. Add Template
Control Valve
Level
Accessories
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Actuator
Positioner
Transducer
Booster
Switch
Solenoid
Airset
Regulator
2. Export
3. Import

The application work area is the area where most of the configuration related data for the
selected Item/Template & for the selected Configuration Node is displayed.
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Application Menu Bar

The Application Menu Bar in ValSpeQ provides various options for executing or invoking the
different features/functionality of the application.
The following menus are available on the application menu bar
1. Project
2. Template Library
3. Item
4. Template
5. Settings
6. Tools
7. Help
The following image shows the available options on the menu bar.
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Project
The Project menu on the application menu bar allows the customer to perform/invoke various
Project related functions.
The list of functions is as follows:

1.1 New Project
1.2 New Configuration
Control Valve
Level
Accessories
Actuator
Positioner
Transducer
Booster
Switch
Solenoid
Airset
Regulator
1.3 Open (Existing Project)
1.4 Save
1.5 Save As
1.6 Import
1.7 Export
1.8 Freeze Items
1.9 Unfreeze Items
1.10 Search Tag
1.11 XML FIle
1.12 Project Preferences
1.13 Print
1.14 Recently Used Projects Section
1.15 Exit
The following screen displays the above-mentioned options under the Project menu.
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1.1 New Project
This option facilitates the user to create a New Project, which can have a set of multiple Items
and Templates.
Steps :
1. Click on New Project option under Project menu or Alt+P & then N for New Project.
2. The application will prompt the user to save any unsaved data for the current project provided
it has not been saved before invoking the New Project option.
3. A new project with the default name as untitled.vnx will be opened.
4. A blank Sizing & Selection screen for Control Valve or blank Service & Level screen for Level
will be displayed in the application work area. The application will be ready to configure a new
configuration.
Note: - On starting a New Project, associate a Price List in the Pricing option under Settings
menu.
The following screen is displayed on invoking the New Project option.

Blank Size & Selection screen
1.2 New Configuration
The New Configuration now provides two options as:-

1] Control Valve Click this option to create new configuration for Control Valve.
2] Level Click this option to create new configuration for Level.
3] Accessory Click this option to create new configuration for Accessory.
4] Regulator Click this option to create new configuration for Regulator
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Steps :
1. Select Control Valve/Level/Accessory/Regulator option available under New Configuration
menu of Project Menu.
2. The New Configuration functionality can also be invoked by Right Clicking the mouse button
on the Quote folder/node & then selecting the Control Valve/Level/Accessory/Regulator sub
menu available under New Configuration menu from the popup menu.
3. The application will prompt the user to save any unsaved data provided it has not been saved
before invoking the New Configuration option.
4. A blank Sizing & Selection screen for Control Valve / Service & Level / Accessory / Regulator
screen for Level will be displayed in the application work area.
How to Save New Configuration?

A New Configuration is neither an Item nor a Template & hence no Item Node or Template Node
is added under the Quote or Template Library node. The user has the choice to save it as an Item
or as Template by selecting Save option from Item or Template menu. If the New Configuration is
not saved & any other option is invoked, the application will prompt whether to Save the New
Configuration as Item or Template.
The following screen is displayed on invoking the New Configuration option for Control Valve.
Blank Size & Selection screen
Warning
A warning message is prompted by the application on saving the New Configuration as a
Template. Tag information or Quantity or Notes information on Item Data screen/node or Pricing
data on the Pricing screen/node may be lost if the New Configuration is being stored as a
Template.
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1.3 Open (Existing Project)
This option facilitates the user to open & work with any existing projects. The user can open the
project in different ways.
Option 1
The user can double click in the Explorer View on the particular (.vnx) ValSpeQ Project File to get
it open in the ValSpeQ Application.
Option 2
Steps:
1. Click on Open option under Project menu or Alt+P & then O for Open.
2. The application will prompt the user to save any unsaved data for the current project
provided it has not been saved before invoking the Open Project option. The application
will prompt the user to Save the current project if it has not been saved i.e. untitled.vnx.
3. The application will display an Open dialog box where existing projects would be listed.
4. Select the desired project & click Open. The Project Database Version of the selected
project will be checked. If the project file is created using previous version of ValSpeQ
application then application will prompt the user to convert the project to make ValSpeQ
3.60 compatible.
5. On approval, a backup of the current selected project file is taken and the project
database updated with the additional Fields, Tables, Positioner Parameters and Regional
Settings Compatibility. Following screen will be displayed while upgrading the project.
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If user select No then the selected project will not be open & upgraded.
6. After successfully converting, the selected project will be opened & the Project General
Information screen will be displayed in the application work area. The Quote node will be
the selected node. General project information, customer information, general project
related notes & details of Items within the project is the information provided.
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The following screen is displayed on invoking the Open option.

Project information
Note: -
On upgrading, Size & Selection, Materials, Actuation & Pricing nodes for all the Items will be set
to invalid & the Item nodes will be set to invalid. Similarly the Size & Selection, Materials &
Actuation nodes for all the Templates will be set to invalid & the entire Template nodes will be set
to invalid.
If the project file selected is created using the same project database version, the application will
perform the following validations for every Item & Template
1. Check the Configurator version that was used when the Item/Template was configured
with current application Configurator version.
2. Check the Sizing control/OCX version that was used when the Item/Template was
configured with current application Size control/OCX version.
3. Check the Sizing database version that was used when the Item/Template was
configured with current application Size database version.
If difference is found in any one of the validations described above, the Sizing & Selection,
Materials & Actuation nodes will be set to invalid & the Item/Template will be set to invalid.
Similarly the following validations will be performed for all the Items
- Check the Pricing control/OCX version with which the Item was configured with current
application Pricing control/OCX version.
- Check the Pricing database version with which the Item was configured with current application
Pricing database version.
- If difference is found in any one of the validations described above, the Pricing node will be set
to invalid & the Item will be set to invalid.
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1.4 Save
This option facilitates the user to save the current project.
Steps:
1. Click on Save option under Project menu option or Alt+P & then S for Save.
it has not been saved before invoking the Save option. The application will prompt the user to
save the current project if it has not been saved i.e. untitled.vnx refer to the screen displayed
in the Save As option.
The following screen is displayed on invoking the Save option.
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1.5 Save As
This option facilitates the user to Save the current project with a different project name.
Steps :
1. Click on Save As option under Project menu option or Alt+P & then A for Save As.
2. The application will prompt the user to provide project name by opening the Save As dialog
box.
3. The application will prompt the user to save any unsaved data provided it has not been saved
before invoking the Save As. The data would then be saved to the new project & not to the
old project.
The following screen shot is displayed to save the project with new file name.
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1.6 Import
This option facilitates the user to import Item data into the current Project & Quote from another
project via the export file having .vxp extension.
The Import is split into two

1. Import Item
2. Import Template
Import Items
Functionality:
This utility facilitates the users to import Item data into the current Project from an export file with
vxp extension. The user can import one or more selected Items from the export file.
The Import option can be invoked by selecting the Import option from the Project menu on the
application menu bar or Alt+P and then I for Import Items. The same can be invoked by right
clicking on the Project / Quote node and then selecting the Import option from the popup
menu.
The following screen will be displayed for Import Item.
List of Items
Export file name
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On selecting the export file, the application will display the Code and Name of the Project that has
generated the export file. Similarly, it will display all Items from the export file. They are selected
by default. The user has the option to de-select all and select a few.
The user can either select the With Revision or Without Revision option. With Revision option will
import the Item Revision data into current Project file.
Click on the Import button or press Alt+I key to start the import process.
The application will prompt the user that Data to be imported will be added to the current project.
Before starting the import process, the application takes a backup of the current project and the
user will be informed about the backup location. This helps the application to restore the
database from the backup in case of an unsuccessful import operation. But if the application fails
to restore the backup, the user will have to manually restore the backup.
If items present in the VXP file and items in the Project has same item identifiers (GULI= Global
Unique Line Identifier) then following message will be displayed.
If Yes option is sele1cted then items from Project will be replaced by items in the VXP file.
If No option is selected then items from VXP file will be added at the end of existing items in the
Project.
If Cancel option is selected then control will return to Import Items Form.
As the utility starts, the progress bar will be displayed.
During Import process, the application will add some Positioner parameters and also check the
Regional Settings Compatibility. As per the regional setting the values get stored.
After successful completion of the import process, a message that Import completed
successfully will be flashed by the application and the backup database will get deleted.
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After Import of items Pricing node for all items will be set to invalid irrespective of anything and
the Item will be set to invalid. The status of all other configuration nodes remains unchanged.
A set of validations is executed on starting the import process. The validations are as follows.
1. If the Price List does not exist on the workstation that is importing the data, the application will
provide a warning and will proceed further only on approval.
2. If the project database version that has created the export file differs from the project
database version into which the data is to be imported, a message that Data being read is
sent by Different Database Version will be flashed by the application. The Sizing and
Selection, Materials, Actuation and Pricing nodes are set to invalid for all the Items that are
imported and the Items are set to invalid.
While inserting data if any field is not found, data for that field will be skipped and the import will
proceed to insert data for the rest of the fields.
If the project database version matches, the application proceeds to check the Configurator
version, Sizing Control/OCX version, Sizing database version, Pricing Control/OCX version and
Pricing database version form the export file with the current application versions. If difference is
found in any one of these versions, a message that Version Differences Found in Items in the
selected import file will be flashed by the application. The Sizing and Selection, Materials,
Actuation and Pricing nodes for that Item will be set to invalid and the Item will be set to invalid.
The status of all other configuration nodes remains unchanged.
If version information is not available in the export file then the message Version Information
Missing will be flashed by the application and it will proceed the import process for the selected
Items.
3. For Pricing version, the Pricing node and all items imported are set to invalid.
4. If item has Factory Notes assigned to it while export then that item will import with same
Factory Notes. If the Project has same Factory Note as importing items Factory Note then
new name will be generated for importing Factory Note.
Close Button
Click on the Close button or press the Alt+C keys to close the Import Item Form.
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Import Templates
Functionality:
This utility facilitates the users to import Template data into the current Project from an export file
with vxt extension. The user can import one or more selected Templates from the export file.
The Import option can be invoked by selecting the Import Template option from the Template
Library menu on the application menu bar or Alt+L and then I for Import Templates. The same
can be invoked by right clicking on the Template Library node and then selecting the Import
Template option from the popup menu.
The following screen will be displayed for Import Template.
Export file name List of Templates
On selecting the export file, application will display the Code and Name of the Project that has
generated the export file. Similarly, it will display all Templates from the export file. They are
selected by default. The user has the option to de-select all and select a few.
Click on the Import button or press Alt+I key to start the import process
The application will prompt the user that Data to be imported will be added to the current project
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During Import process, the application will add some Positioner parameters and also check the
Regional Settings Compatibility. As per the regional setting the values get stored.
After successful completion of the import process, a message that Import completed
successfully will be flashed by the application and the backup database will get deleted.
A set of validations is executed on starting the import process. The validations are as follows.
1. If the project database version that has created the export file differs from the project
database version into which the data is to be imported, a message that Data being read is
sent by Different Database Version will be flashed by the application. The Sizing and
Selection, Materials and Actuation nodes are set to invalid for all the Templates that are
imported and the Templates are set to invalid. The status of all other configuration nodes
remains unchanged.
While inserting data if any field is not found, data for that field will be skipped and the import will
proceed to insert data for the rest of the fields.
If the project database version matches, the application proceeds to check the Configurator
version, Sizing Control/OCX version, and Sizing database version form the export file with the
current application versions. If difference is found in any one of these versions, a message that
Version Differences Found in Templates in the selected import file will be flashed by the
application and the Sizing and Selection, Materials and Actuation nodes and the Template will be
set to invalid. The Pricing Control/OCX version and Pricing database version check is not
applicable for Template.
The status of all other configuration nodes remains unchanged.
If version information is not available in the export file then the message Version Information
Missing will be flashed by the application and it will proceed the import process for the selected
templates.
2. If Template has Factory Notes assigned to it while export then that Template will import with
same Factory Notes. If the Project has same Factory Note as importing Templates Factory
Note then new name will be generated for importing Factory Note.
Close Button
Click on the Close button or press the Alt+C keys to close the Import Template Form.
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1.7 Export
Functionality:
This utility facilitates the users to export the Items and Templates of current Project to other
ValSpeQ user. The exported Items and Templates can then be imported in any other Project.
The Export is split into two

1. Export Item
2. Export Template
Export Item
Functionality:
This utility facilitates the users to select single, multiple or all Items from the current Project and
export it other ValSpeQ user. The exported Items can then be imported in any other Project.
The Export option can be invoked by selecting the Export option from the Project menu on the
application menu bar or Alt+P and then E for Export Items. The same can be invoked by right
clicking on the Project / Quote node and then selecting the Export option from the popup
menu.
The following screen will be displayed for Export Item.
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Export Type List of Items in Project
Factory Note Option Pricing Option

Revision options
After invoking this option, all the Items from the Project will be displayed. They are selected by
default. The user has the option to de-select all and select a few. Provide a filename to export.
The export file will have an ".vxp" extension.
The default export file name is generated by the application with the project code number
followed by an ".vxp" extension. Project Code, Project Name and Quote Number is displayed to
user on the Export form.
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The user has choice to export the data with Revision or without Revision. The user can also
export the data with pricing or without pricing and With Factory Note or Without Factory Note.
The pricing, revision and Factory Note related information for the selected Items would be
included in the export file only after selecting the With Pricing, With Revision and With Factory
Note option.
Click on the Export button or press Alt+E key to start the export process
After successful completion of the export process, a message that Export completed
successfully will be flashed by the application.
In case the export operation is not successful or the export process encounters any error, a
related message will be flashed by the application and then the user has to repeat export
operation.
Close
Click on the Close button or press the Alt+C keys to close the Export Item Form.
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Export Template
Functionality:
This utility facilitates the users to select single, multiple or all Templates from the current Project
and export it other ValSpeQ user. The exported Templates can then be imported in any other
Project.
The Export option can be invoked by selecting the Export Template option from the Template
Library menu on the application menu bar or Alt+L and then E for Export Templates. Right
clicking on the Template Library node and then selecting the Export Template option from the
popup menu can invoke the same.
The following screen will be displayed for Export Template.
Export Type List of Templates in Template Library
Factory Note Option
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After invoking this option, all the Templates from the Project will be displayed. They are selected
by default. The user has the option to de-select all and select a few. Provide a filename to export.
The export file will have an ".vxt" extension.
The default export file name is generated by the application with the project code number
followed by an ".vxt" extension. Project Code, Project Name and Quote Number is displayed to
user on the Export form.
The user has the choice only to export data With Factory Note or Without Factory note.
The Factory note related information for the selected Items would be included in the export file
only after selecting the With Factory Note option.
After successful completion of the export process, a message that Export completed
successfully will be flashed by the application.
In case the export operation is not successful or the export process encounters any error, a
related message will be flashed by the application and then the user has to repeat export
operation.
Close
Click on the Close button or press the Alt+C keys to close the Export Template Form.
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Freeze/Unfreeze Items
Freeze Items This option is used to freeze all Valid Line items, which are currently displayed
under the Project Node.
Unfreeze Items This option is used to Unfreeze all Freeze Line items which are currently
displayed under the Project Node.
If the Freeze Items option is selected when there is no line item under the Quote node or when
there is no Unfreeze valid line item under the Quote node then the warning message is displayed
as shown in the following screen snapshot.
If Unfreeze Items options is selected when there is no line item under the Quote node or when
there is no freeze item under the Quote node then the warning message is displayed as shown in
the following screen.
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To Use Freeze Items and Unfreeze Items open a project file having a collection of control valves
and Levels as shown in following screen.
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After selecting Freeze Items option from the Project menu, confirmation message is displayed on
the screen as shown below.
After selecting Yes from the message box All Unfreezed valid items are freezed. As shown in the
following screen.
Invalid Line Items dont get freezed.
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Similarly If the Unfreeze Items option is selected from the Project menu the confirmation message
is displayed for unfreeze all freezed Items as shown in following screen.
After selecting Yes from the message box All freezed Line Items are Unfreezed. As shown in the
following screen.
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1.10 Search Tag
This option facilitates the user to search Item(s) based on tag value.
Steps:
1. Click on Search Tag option under Project menu option or Alt+P & then G for Search Tag. The
Search Tag functionality can also be invoked by Right Click of the mouse button on the
Project folder/node.
it has not been saved before invoking the Search Tag option.
After clicking on Search Tag option following screen will be displayed.
This screen allows you to enter a search string in the Tag field and select a Condition from the
Condition Combo box. Depending upon the Search string and the Condition specified, the Search
operation is performed
Select Equals when you want to search tags, which have the string being searched as their
tag description.
Select Begins with to list all Items with the tags that contain the entered string at the
beginning of their tag description.
Select Contains to list all Items with tags that contain the entered string as a substring of their
tag description.
Select Ends With to list all items with the tags that contain the entered string at the end of
their tag description.
After entering a search string and selecting search condition, Click on the Find Now button to
display the Line Items with its Description into the List.
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It also displays the total Number of Line Items satisfying the search criteria above the List View.
To search all the Line Items on which at least one tag is added, clear the search string and click
on Find Now button. Blank value in the search string indicates to search all Line Items having tag
information irrespective of the search condition.
To close the Search Tag Form click on the Close Button.
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1.11 XML File
This option will facilitate the user to generate a XML document containing information of the
selected line items, which can be sent for BOM generation. The XML File will be generated as per
the predefined XML schema definition.
On selecting XML File option from the Project menu the application will prompt the user for
saving the project if it is not saved. On selecting No option following screen will be displayed.
On selecting Yes option to save the project, save dialog box will be displayed and after saving the
project XML File Generation form will be displayed if there is no missing data.
On selecting XML File option from the Project menu the application will prompt the user for
missing data as follow.
Click on OK button to return to ValSpeQ application.
Following screen will be displayed for missing required date of valid (may or may not be Frizzed)
items of this version.
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The XML File option will be available only for Professional edition. The XML File option can be
invoked by selecting the XML File option from the Project menu on the application menu bar or
by the pressing Alt + P + X keys. The same can be invoked by right clicking Quote node and
selecting XML File from option from the popup menu.
Following screen will be displayed for XML File.
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All line items available in the current project are listed for XML File generation irrespective of the
Filter status. Only valid line items will be available for selection.
Press Alt + m to select all valid items. User has option to de-select all and select a few. In the
following screen 2nd and 4th items are not selected because they are invalid items. As Item no. 7
is imported from old version it is not also available for selection.
The XML File will always be generated at the same location where the current project file resides
and will have a filename as that of the project with a .xml extension. If a file with the same name
already exists, the application will prompt for an Overwrite confirmation.
Click on Generate XML File button or press Alt + G to start generating XML File.
The application will flash appropriate message if the XML File Generation operation is not
successful or if the process encounters any error.
Click on the Close button or press the Alt +C keys to close the XML File Generation Form.
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1.12 Project Preferences
After Selecting Project Preferences options, the Project Preferences form is get displayed on the
screen as shown in the following screen.
On the project preferences form following tabs are displayed
1. Calculation Variables
2. Unit of Measure
3. Service Condition
4. Actuation
5. Tubing
6. Tag
7. General
8. Factory Notes
9. Product Scope and Pricing
10. ITP/NACE/PED/ATEX
11. Generic Materials
12. Preferences for Air Groups
By default Calculation Variables Tab is displayed.
By default Save and Cancel buttons are disabled. If user makes any changes on the form then
Save and Cancel buttons are Enabled.
Click Save button to save the changes made. And to discard the changes made on the form click
on the Cancel button.
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Calculation Variables
After Selecting the Calculation Variables tab, the following screen will be displayed.
The default values for calculation variables are taken from the user preferences calculation
variables after selecting new project option.
To change the default Calculation values, make entries in the corresponding textbox and save
defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the following screen.
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After saving the Calculation Variables when the new item, template or new configuration is added
in the project that line items or template will use these defaults for calculation and displayed on
the User Defaults form as shown in the following screen.
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Unit of Measure Tab
After Selecting the Unit of Measure tab, the following screen will be displayed.
This screen consist defaults Unit of Measure for Liquid Flow Rate, Gas Flow Rate, Steam Flow
Rate, Two Phase Flow Rate, Two Phase Gas Density, inlet Pressure, Temperature, Liquid
Velocity, Length and Calibration.
The default values for Unit of Measures are taken from the user preferences Unit of Mesure after
selecting new project option.
To change the Default Units, select entries in the corresponding combo box and click on the Save
Button. After Successfully saving the Defaults, a Message box Defaults Saved successfully. is
displayed on the screen as shown in the following screen snapshot.
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After saving the Units of Measure when new item, template or configuration is added in the
project those line items or template will use these units in calculation and displayed on the User
Defaults form as shown in the following screen.
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Service Conditions Tab
After selecting the Service Conditions tab, following screen will be displayed. This will display the
Service conditions options available, Design Pressure and Design Temperature, as shown in
following screen.
This screen includes the four service conditions headings used in the Size & Selection form. And
Design pressure and temperature used in calculation. The default Values are initialized from the
user preferences.
To change the Service Conditions Headings and Design Pressure and Temperature for line Items
and Templates, change the entries in the corresponding fields and click on the Save Button. After
Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed on
the screen as shown in the following screen snapshot.
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After changing these defaults, when a new item/template/new configuration for Control Valve is
added, these defaults are used and displayed on the Sizing & Selection screen as follows.
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Actuation Tab
Actuation tab displays the Actuation defaults that are used in the Actuation form. These defaults
include Fail Position and Air Action, as shown in the following screen.
The default Values are initialized from the user preferences after selecting new project option.
To change the Actuation Defaults for line Items and Templates, select the entries in the
corresponding combo box and click on the Save Button. After Successfully saving the Defaults a
Message box Defaults Saved successfully. is displayed on the screen as shown in the following
screen snapshot.
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After changing the defaults, when new item, template or configuration is added in the project,
these defaults are used and displayed on the Actuation form as shown below after selecting none
option.
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Tubing
Tubing Tab displays the default Tubing Material, Fitting Size, Fitting Type and Material and Gauge
Scale as shown in the following screen.
To change the Tubing Material, Fitting Size, Fitting Type and Material and Gauge Scale of all the
line Items in the current project, select the entries in the corresponding combo boxes and click on
the Save Button.
After successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
on the screen as shown in the following screen snapshot.
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Tag Tab
After Selecting Tag tab following screen will be displayed.
Tags tab contains following options:
Use Tag Mask on new items - When this option is checked, the selected Tag Masks are applied to
new line items.
Tag Mask These fields values are used as the prefix for the auto generated tags for
corresponding accessory.
Initial Value This field is used for specifying the start value for generating the default tags.
Increment Value This value decides the next auto-generated tags postfix value. The next tags
postfix value is calculated as (Last Tags postfix Value + Increment Value) which is stored in the
Next Value.
Next Value This field displays the number, which will be used for generating the next tag. This
value will be updated after each default tag generation. This textbox will always be non-editable.
If the Use Tag Mask on new items check box option is unchecked, all the text boxes on the Tag
tab are disabled. When it is checked, all text boxes on the Tag tab are enabled except Next Value
text box.
To change Tag defaults check Use Tag Mask check box if it is unchecked and then make entries
in Tag Mask fields and Initial and Increment values.
If Initial Value is changed then the same value will be reflected in the Next Value field.
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The Increment value and Initial Value are mandatory. If these fields are not provided then it will
give an error message as shown below.
Tag Mask entries can be blank.
After changing all information click on the Save button. This will save all the information. And the
Message box Defaults Saved Successfully. Displayed on the screen as shown in the following
screen.
If Use Tag Mask is checked the default Tags are generated for Valve, Positioner, Transducer,
Booster, Switch, Solenoid as follows.
In generated tag Left Part of the Tag is the Tag Mask of that corresponding accessory and the
right part is the Next value from Project Preferences. Both these parts are separated by hyphen
-. If Tag Mask is blank then the default tag consist only the Next value.
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When the Valve type is selected other than Preliminary Calculation or blank, and if Use Tag
Mask option is selected the next Tag is generated and displayed in the Tag text box of Size and
Selection form as shown in the following screen snapshot.
Similarly to generate tags for positioner, select positioner type other than blank or None. For
transducer select transducer manufacturer other than blank or None. For booster, select booster
manufacturer other than blank or None, for switch select switch manufacturer other than blank
or None, for solenoid select solenoid type other than blank or None.
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General Tab
After Selecting General tab following screen will be displayed.
This screen contains the options to display the default Language, Default Configuration and
Number of Recently Used file list, which are disabled in project preferences. These values are
displayed from the user library.
This form is also contains text boxes to store Plant, Area, Unit Number information. These fields
are editable.
To change the values, make entries in the corresponding textbox and save defaults by clicking on
the Save button. After successfully saving the defaults, message box Defaults saved
successfully. is displayed on the screen as shown in the following screen.
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these defaults are used and displayed on the Item Data form as shown below.
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Factory Notes
Factory Notes tab displays the default Factory Notes for the Line Items/Templates.
This screen contains the Factory Notes added to Project in Available Notes From Project tab,
user can move these Factory Notes by selecting them to Default Notes For Project tab. The
Factory Notes added into this tab are assigned as default Factory Notes for Line
Items/Templates.
After Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
these defaults are used and displayed on the Technical Notes form as shown below.
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Product Scope and Pricing Tab
Product Scope and Pricing Tab displays the default Primary Source Facility and Price List as
shown in the following screen.
Note If ValSpeQ Standard or Lite edition is installed then the Price List Default frame is not
displayed on the User Preferences form.
To change the Product Scope and Price List Defaults of all the line Items in the current project,
select the entries in the corresponding combo box and click on the Save Button.
Price List combo box lists all the price list of the selected Facility in the Primary Facility.
If the current project contains one or more than one line items and ValSpeQ Professional edition
is installed then it will ask a confirmation message as shown below.
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And if ValSpeQ Lite or Standard edition is installed then following message is displayed.
If yes is selected and Primary Source Facility is changed then a warning message for Quality
plans reset is displayed as shown in the following screen snapshot.
After clicking on OK button all unfreeze line items source facility and price list is changed to the
selected. In case of ValSpeQ Standard and Lite edition only source facility is changed.
If the Source Facility is changed then the Quality Plans of all unfreeze line items is reset and
Pricing of all unfreeze line items is calculated by ValSpeQ. If ValSpeQ is unable to calculate the
price of some line items then a message box which lists those line items is displayed as shown
below.
The line items, which are listed in this message box, are invalidated on pricing.
After Successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
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After changing these defaults, when new line item or template is added these defaults are used
for that item or template and displayed on the User Defaults form as shown in the following
screen.
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ITP/NACE/PED/ATEX Tab
ITP/NACE/PED/ATEX Tab displays the default PED, ITP, NACE and ATEX values as shown in
User can select default state of PED Required check box on Item Date form.
Default ITP Type can be selected by selecting ITP type in ITP Types combo box.
Defalt NACE Standard can be selected for Control Valve Line Item/Template.
User can select default Zone Classification, Temperature Class, Ambient Temperature Min,
Ambient Temperature Max in ATEX frame.
If PED Required check box is selected than Standard + European directive ITP should be
selected in ITP Types combo box by default. If User tries to select another ITP except Standard +
European directive + NACE while PED Required check box is selected then a message should
be displayed as follows.
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If user selects Standard + European directive or Standard + European directive + NACE ITP
while PED Required check box is unchecked then a message should be displayed as follows.
After clicking on on OK button the PED Required check box should get checked.
If user selects Standard + NACE or Standard + European directive + NACE ITP in ITP Type
combo box and tries to save the changes without selecting anything in NACE Standard combo
box then a following message should be displayed.
After successfully saving the Defaults a Message box Defaults Saved successfully. is displayed
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Generic Materials Tab
After selecting the Generic Materials tab, the following screen will be displayed.
The default values for Generic Materials are taken from the user preferences Generic Materials
after selecting new project option.
To change the default Calculation values, check or uncheck the corresponding checkbox and
save defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the above screen.
After saving the Generic Materials values, when the new item, template or new configuration is
added in the project that line item or template will use these defaults on Generic Materials tab on
the User Defaults form as shown in the following screen.
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Preference for Air Groups tab
After selecting the Preference for Air Groups tab, the following screen will be displayed
The default values for Preference for Air Groups are taken from the user preferences Preference
for Air Groups after selecting new project option.
To change the default Calculation values, check or uncheck the corresponding checkbox and
save defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the above screen.
After saving the Preferences for air Groups values, when the new item, new template or new
configuration is added in the project then that line item or template will use these defaults on
Preferences for air Groups tab on the User Defaults form as shown in the following screen
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1.13 Spreadsheet View
After Selecting Spreadsheet View option, the Spreadsheet View form gets displayed on the
screen as shown in the following screen.
This utility facilitates the users to view and edit all the items in the Quote node at a single view.
The changes made can then be applied to the items in Quote node.
After invoking this option, all the Line Items from the Project will be displayed. The user can make
changes to any unfreezed line item. By default some columns are editable and some are non-
editable which are shown in grey colour, user cannot make changes in non-editable columns.
By right clicking on column a pop-up menu is displayed as follows with Select Columns, Re-order
Columns, Mass Change and Auto Fill/Find Replace options. Re-order Columns and Mass
Change menus of this pop-up menu are in disabled state.
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Select Columns option can be invoked by right clicking on any column heading of Spreadsheet
View window. User can select and deselect the columns to be displayed on Spreadsheet View
window as per his choice in Select Columns option.
User can fill the desired value or find and replace any value from any editable column with the
help of Auto Fill/Find Replace option.
There are three types of Auto Fill/Find Replace windows.
A) For the columns having Numeric data type.
User can fill the values automatically in the columns having Numeric data type. By clicking on
Apply button, the values get applied to the selected column, user can close the window by
clicking on Close button.
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B) For the columns having Text data type.
User can find and replace the text in the selected column having data type as text. By
selecting All option, all the values in column get replaced with the string in Replace With text
box, and by selecting Selective option only the string matching to the string in Find What text
box gets replaced.
User can find the entered string by clicking on Find button, Find Next button goes on next
occurrence of the entered string in Find What text box. Replace button replaces the string
found with the string entered in Replace With text box, Replace All button replaces all the
occurrences of the string, Close button closes the Find & Replace window.
C) For the Columns having Date data type.
User can find and replace the date in the selected column having date data type.
After making changes in the order of the Line Items, if user tries to close the Spreadsheet View
window the confirmation message is displayed as shown in the following screen with Yes and No
buttons.
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On clicking on Yes button, the changes are applied to the Items in Quote node and on clicking on
No button changes made are not applied to the Line Items.
If user makes any changes in the data of the Line Items, while closing the Spreadsheet View
window the confirmation message is displayed as shown below with Yes and No buttons.
On clicking on Yes button, the changes are applied to the Items in Quote node and on clicking on
No button changes made are not applied to the Line Items.
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1.14 Print
This option facilitates the user to generate the standard documentation associated with the
quotation of Masoneilan control valves. The standard documentation describes the service
conditions used to size the valve, valve selected and other options as specified by the customer.
The Print option can be invoked by selecting the Print option from the Project menu on the
application menu bar or Alt+P & then P for Print.
The following screen is displayed on invoking the Print option.
Toolbar
The current list of Items in the Project & the registered reports installed with the application are
displayed. The Items are listed on the left list view of the screen & the reports are grouped &
listed by category on the right tree view.
The Toolbar buttons

On clicking on ValSpeQ icon at the top left corner of the window, the quick menu for Open, Printer
Setup, Print and Preferences will be displayed.
The drop down menu at the top left corner of the window will show two options viz. Show Below
the Ribbon and Minimize the Ribbon.
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Clicking on Show Below the Ribbon will display the drop down menu below the Project, Export
and Setting tabs.
Clicking on Minimize the Ribbon will hide the details of Project, Export and Setting tabs and these
details will only be displayed when user clicks on these tabs.
The upper part of the window displays three tabs viz. Project, Export and Settings.
1. Project
Under this tab user can open a project file by clicking on Browse button, the path of the .vnx file
being opened is displayed in the text box named Project File.
User can insert the Project Name and Customer Name in the Project Name and Customer Name
text boxes given in this category.
2. Export
Under this category user can select the Language of report, Dimensional Units and Factory
Documentation, user can also export the VReports to any of the formats available at the right
hand side of the window viz. PDF, Word and Excel.
Language of the report can be selected by clicking on Language dropdown at the left hand side.
Dimentional Units can be selected by clicking on Dimensional Units dropdown.
Default reports to be generated can be selected by clicking on Factory Documentation check box.
User can generate Print Preview by clicking on the magnigying glass.
Reports can be printed by clicking on Print button next to Preview.
Reports can be exported to PDF format by clicking on PDF Export button.
Reports can be exported to Word format by clicking on Word Export button.
Reports can be exported to Excel format by clicking on Excel Export button.
3. Settings
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Under Settings tab user can setup printer and set Preferences for the Reports.
Note: Printing can only be done against saved Items
The list displays the Items logical line number in the project file & the description of the Item as
configured. The Items can be selected individually or as ranges.
Factory Documentation
Checking Factory Documentation check box allows user to generate reports only for default
factory documents.
By unchecking Factory Documentation check box user can generate reports as per his choice.
Language
The user can preview /export the report in the 6 different language as listed under Language drop
down. By default the English Language will be selected.
Dimensional Units
Dimensional Units can be set as in or mm, the dimensions of drawing will be based on the
selection made in Dimensional Units combo box.
Available Reports Tree

The report tree displays the currently available reports in ValSpeQ. These reports are grouped in
three logic sections.
Valves These reports print once for every Line Item & represent valve related information.
Drawings These reports print once for every Line Item & represent drawing type information for
the valve.
Summary These reports print once for every print run & represent summary reports associated
with the Quote.
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Selection of reports & options can be done in one of two ways. Each report can be selected
individually by clicking the reports name within the tree. This has the effect of toggling the report
as Checked to be printed or Unchecked to be ignored by the print run. Groups of reports can be
selected by clicking the Group name they are listed under. This has the effect of toggling all
reports under the group as Checked to be printed or Unchecked to be ignored by the print run.
Once the Items & Reports are selected, the print screen is ready to print by clicking on either the
Magnifying Glass button for preview or the Printer button for print to default printer.
When any of the buttons on menu bar is clicked, the printing of selected reports starts, the
progress of printing is displayed along with the name of the report that is being printed and the
percentage completed, at the bottom of the VReports window as shown in above window.
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Reports
There are twelve reports that can be generated by the ValSpeQ print feature. They are described
in detail below
1. Specification Sheet
Specification Sheet is the primary sheet reflecting specification information. This sheet prints
once for every Item selected for printing. It includes detailed information about the valve
specified by the user. See sample in Appendix A.
2. Accessory Sheet
Accessory Sheet is non-selectable by the user & prints automatically with the Specification
Sheet when accessories are selected for the configuration. This sheet prints once for every
item selected for printing & will appear when any of the following accessories are selected.
See sample in Appendix A
Booster
Switch
Solenoid
Reducers
Additional Standalone Airset
3. Item Impact
Item Impact report displays information about assigned Technical Notes, BOM Impact List,
and Routing Impact List. This sheet prints once for every Item selected for printing.
4. Calculation Sheet
Calculation Sheet displays the sizing information used & calculated for the configuration. This
sheet prints once for every Item selected for printing. See sample in Appendix A.
5. Price Sheet
Price Sheet provides a detailed breakdown of component pricing for the configuration. This
sheet prints once for every Item selected for printing. See sample in Appendix A
6. Revision Sheet
Revision Sheet displays details about revision made to the Line Items. This sheet prints once
for every Item selected for printing.
7. Certified Dimensional Drawing

Certified Dimensional Drawing displays a non-scale dimensional drawing of the standard
valve configuration. No custom or special accessories are shown. This sheet prints once for
every Item selected for printing. See sample in Appendix A
8. Certified Schematic Drawing

Certified Schematic Drawing displays how the various accessories are piped together on the
configuration. This sheet prints once for every Item selected for printing. See sample in
Appendix A
9. Valve Flow Curve

Valve Flow Curve sheet displays the characteristic curve of the configuration & the
intersecting lines of travel for each of the four service conditions. This sheet prints once for
every Item selected for printing. See sample in Appendix A.
10. Notes Sheet

Note summary displays any Quality Plans & user entered factory notes for the configuration.
This sheet prints once for every Item selected for printing. See sample in Appendix A.
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11. Pricing Summary

Pricing Summary sheet displays summary pricing information for all the Items selected for
printing. This sheet prints once for every print run. See sample in Appendix A.
12. Discount Authorization Sheet

Discount Authorization Sheet is not selectable by the user & prints every time the Pricing
Summary is selected. This sheet provides details on the discount structure used to arrive at
the prices seen on the Price sheet & the Pricing Summary reports. This sheet is intended to
be forwarded to Sales Management for review & approval. See sample in Appendix A.
13. ITP Sheet & ITP

ITP Sheet & ITP nodes display the information of the ITP that is assigned to the Line Item.
ITP Sheet prints once for every Item selected for printing.
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1.15 Recently Used Projects Section
This option provides a speedy alternative to open an existing project file, which has been recently
used. By default, the application maintains list of 4 projects that were recently opened by the user.
Hence by clicking on the project listed under this section opens that project instead of going via
the Open option under the Project menu. Now user has the option to change the number for
recent file list entry from User Preference screen.
Steps:
1. Click on Project listed in the Recently Used Project section under Project menu option or
Alt+P & then the number associated to the project.
it has not been saved before invoking the Recently Used Project.
3. Application will open the selected project.
4. For the newly opened project the Project General Form will be displayed by default.
1.16 Exit
This option facilitates the user to exit from the ValSpeQ application.
Steps:
1. Click on the Exit option under the Project menu or Press Alt+P & then X for Exit.
2. The application will prompt the user to save any unsaved data for the current project provided it
has not been saved before invoking the Open Project. The application will prompt the user to
Save the current project if it has not been saved i.e. untitled.vnx.
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Template Library
The Template Library menu on the application menu bar allows the user to export and import
templates.
It contains following sub menus:

- Export Templates
- Import Templates
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Item
An Item is either a Valve configuration or Level configuration consisting of service conditions,
valve/level selection, material selection, accessories, if any, & other configuration data.
A project can consist of multiple Items. All the Items are listed under the Quote (Quote Number)
folder/node on the Project Tab page. The Item menu on the application menu bar allows the user
to perform various operations related to item of type Control Valve/Level.
The following screen shows the options available on the popup menu on the right click of
Item node.
List of Items
Right Click Menu
Various functions associated to an Item are listed below. Most of these functions can be invoked
either by right clicking on the Item node or from the Item menu on the application menu bar.
1. Add
Control Valve
Level
Accessories
Actuator
Positioner
Transducer
Booster
Switch
Solenoid
Airset
Regulator
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2. Copy
3. Copy Item to Library
4. Delete
5. Save
6. General Info
7. Freeze or Unfreeze
8. Cancel or UnCancel
Add Item
This option will facilitate the user to add an Item either a Control Valve or Level to the Project. The
user will be displayed a blank Sizing & Selection screen for Control Valve and a blank Service &
Level screen for Level. A node is added under the Quote folder/node.
Steps:
1. Select Add Control Valve/Level/Accessories/Regulator menu option from the Item
menu. The Add option can also be invoked by right clicking on the Quote folder/node &
then selecting the Add Control Valve/Level/Accessories/Regulator option from the
popup menu.
2. The blank Sizing & Selection screen / blank Service & Level /Accessory /Regulator screen
will be displayed and a new node will be added under Quote folder/node.
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Copy Item
This option will facilitate the user to make a copy of an Item. A copy of the selected Item will be
made in the project.
Steps:
1. Select the Item to be copied from the Quote folder/node.
2. Select Copy option from Item menu on the application menu. The Copy option can also be
invoked by right clicking on the Item node & then selecting Copy Item option from the
popup menu. An Item can also be copied by selecting & dragging the same on to the Quote
node.
3. User will be prompted to confirm the copy in order to avoid accidental copy.
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Copy Item to Library

This option will facilitate the user to copy an Item to the Template Library folder.
Steps:
1. Select the Item to be copied from the Quote folder/node.
2. Select Copy Item to Library option from Item menu on the application menu to Copy to
Library. The Copy Item to Library option can also be invoked by right clicking on the Item
node & then selecting Copy Item to Library option from the popup menu. An Item can also
be copied to the Template Library by selecting & dragging the Item on to the Template Library
node.
3. User will be prompted to confirm the copy in order to avoid accidental copy.
When an item is copied to Library, the Quantity, tags, notes & pricing information does not get
copied to template. For this a warning message is displayed to the user along with confirmation of
copy message.
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Delete Item
This option will facilitate the user to delete an Item from the Quote folder/node.
Steps:
1. Select the Item to be deleted from the Quote folder/node.
2. Select Delete Item option from Item menu on the application menu to Delete. The Delete
option can also be invoked by right clicking on the Item node & then selecting Delete Item
option from the popup menu.
3. User will be prompted to confirm in order to avoid accidental delete.
The following screen is captured after invoking the Delete option.
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Save Item
This option will facilitate the user to save an Item in the Project. This option can be used after
modifying an existing Item configuration or in order to save a New Configuration as an Item in the
project.
New Configuration After clicking on Save option from Item menu following message box will
be displayed to save the New configuration as Item.
Existing Item :
1. If an existing Item is modified & the changes are to be saved then select Save option
from the Item menu on the application menu bar or Alt+I & then S to Save.
The Save option can also be invoked by right clicking on the Item whose configuration has
been modified & then select the Save option from the popup menu. This method of saving an
Item can be used only with an existing Item & cannot be used for saving a New Configuration.
2. User will be prompted to confirm saving of the Item either with a revision or without a
revision determined by the checking or unchecking of the checkbox provided on the Save
Confirmation box.
The following screen is captured after invoking the Save Item option.
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3.If the Save with Revision checkbox is unchecked then on clicking the Yes button
the Item is saved normally.
4.If the Save with Revision checkbox is checked then on clicking the Yes button a
new screen displaying the Revision details is displayed. On clicking OK button present
on the form, the item will be updated accordingly.
The following screen is captured checking the checkbox:
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Freeze Item
This option is used to freeze selected Line item under the Project/Quote Node.
Steps:
1. Select the Item from the Quote folder/node
2. Select Freeze option from the Item menu on the application menu bar or press Ctrl+F for
Freeze Items. The Freeze Item option can also be invoked by right clicking on the Item
node & then selecting Freeze option from the popup menu
3. Following message will appear on the screen.
4. Click on Yes to freeze items. Otherwise click on No button.

5. If user clicks on Yes then selected item gets freezed and user cannot make any changes
in freezed item.
Unfreeze Item
This option is used to unfreeze selected freezed Line item under the Project/Quote Node.
Steps:
1. Select the freezed Item from the Quote folder/node
2. Select Unfreeze option from the Item menu on the application menu bar or press Ctrl+F
for Freeze Items. The Freeze Item option can also be invoked by right clicking on the
Item node & then selecting Unfreeze option from the popup menu
Following message will appear on the screen
3. Click on Yes to unfreeze items. Otherwise click on No button.

If user clicks on Yes then selected item gets unfreezed and user can make changes in
the unfreezed item
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Cancel Item
This option is used to cancel the selected Line Item under the Project/Quote node.
Steps:
1. Select the Line Item from Quote/Project node
2. Select Cancel option from Item menu on the application menu bar. The Cancel Item option can
also be invoked by right clicking on Item node & then selecting Cancel option from the popup
menu.
Following message will appear on the screen.
3. Click on Yes to cancel item. Otherwise click on No button.

If user clicks on Yes then selected item gets canceled and user cannot make any changes to the
canceled item.
UnCancel Item
This option is used to uncancel the canceled Line Item under the Project/Quote node.
Steps:
1. Select the canceled Line Item from Quote/Project node
2. Select UnCancel option from Item menu on the application menu bar. The UnCancel Item
option can be invoked by right clicking on Item node & then selecting UnCancel option from the
popup menu.
Following message will appear on the screen.
3. Click on Yes to uncancel item. Otherwise click on No button.

If user clicks on Yes then the selected item gets uncanceled and user can make changes to
uncanceled item.
General Information
This option will facilitate the user to view the Item Data screen where in the Item details & the
related Tag details would be displayed.
Steps:
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1. Select the Item from the Quote folder/node.

2. Select General Info option from the Item menu on the application menu bar or Alt+I & then
G for General Information. The General Info option can also be invoked by right clicking on
the Item node & then selecting General Info option from the popup menu.
3. The Item Data screen would be displayed.
4. The user has an option to set the default values for User and Plant information.
The following screen is displayed after invoking the General Info option from the Item menu.
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Template
A Template is a valve configuration consisting of service conditions, valve selection, material
selection, accessories, if any, & other configuration data. The only information that is not
applicable to a Template is Tag, Quantity, Notes & Pricing information.
A Template is a configuration, which can be used directly by the user for adding similar
configuration Items within the project & then only update or modify certain data or parameters.
A project can have multiple Templates. All the Templates are listed under the Template Library
folder/node on the Project Tab page.
List of Templates Right Click Menu
Various functions associated to a Template are listed below. Most of these functions can be
invoked either by right clicking on the Template node or from the Template menu on the
application menu bar.
The various options against each Template are as follows
1. Add
2. Copy
3. Copy Template To Quote
4. Delete
5. Save
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6. General Info
7. Overlay Template
Add Template
This option will facilitate the user to add a Control Valve or Level Template to the Project. The
user will be displayed a blank Sizing & Selection or Service & Level screen. A node is added
under the Template Library folder/node.
Steps:
1. Select Add option from the Template menu or Alt+T & then A to Add. The Add option can
also be invoked by right clicking on the Template Library node & then selecting the Add
Template option from the popup menu. After invoking Add option the user can select Control
Valve or Level or Accessories or Regulator option from the Add menu.
2. A blank Sizing & Selection screen will be displayed if the user selects Control Valve option, a
blank Service and Level form will be displayed if the user selects Level option, a blank
Accessory form will be displayed if the user selects any of the Accessory option, a blank
Regulator form will be displayed if the user selects Regulator option & a new node under
Template Library folder/node is added.
The following screen is displayed after adding a Template.
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Copy Template
This option will facilitate the user to make a copy of a Template. A copy of the selected Template
will be made in the Template Library.
Steps:
1. Select the Template to be copied from the Template Library folder/node.

2. Select Copy option from Template menu on the application menu or Alt+T & C to Copy. The
Copy option can also be invoked by right clicking on the Template node & then selecting
Copy option from the popup menu. A template can also be copied by selecting & dragging
the template on to the Template Library folder/node.
3. User will be prompted to confirm the copy in order to avoid accidental copy. This will be done
only if such a setting is made under the User Preference.
The following screen is displayed on invoking the Copy option.
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Copy Template to Quote
This option will facilitate the user to copy a Template to the Quote folder.
Steps:
1. Select the Template to be copied from the Template Library folder/node.

2. Select Copy Template to Quote option from the Template menu on the application menu or
Alt+T & then T to Copy Template to Quote. The Copy Template to Quote option can also be
invoked by right clicking on the Template node & then selecting Copy Template to Quote
option from the popup menu. A Template can also be copied to the Quote by selecting &
dragging the Template on to the Quote node.
3. User will be prompted to confirm the copy in order to avoid accidental copy. This will be done
only if such a setting is made under the User Preference
The following screen is displayed on invoking the Copy to Quote option.
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Delete Template
This option will facilitate the user to delete a Template from the Template Library folder/node.
Steps:
1. Select the Template to be deleted from the Template Library folder/node.

2. Select Delete option from Template menu on the application menu or Alt+T & then D to
Delete. The Delete option can also be invoked by right clicking on the Template node &
then selecting Delete option from the popup menu.
3. User will be prompted to confirm in order to avoid accidental delete. This will be done only if
such a setting is made under the User Preference.
The following screen is displayed on invoking the Delete option from the Template menu.
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Save Template
This option will facilitate the user to save a Template in the Project. This option can be used after
modifying an existing Template configuration or in order to save a New Configuration as a
Template in the Project.
Steps:
1. If an existing Template is modified & the changes are to be saved then select Save option
from the Template menu on the application menu bar or Alt+T & then S to Save.
2. The Save option can also be invoked by right clicking on the Template whose configuration
has been modified & then select the Save option from the popup menu. This method of
saving a Template can be used only with an existing Template & cannot be used for saving a
New Configuration.
3. User will be prompted to confirm saving of the configuration.
The following screen is displayed after the Save option from the Template menu is invoked.
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General Information
This option will facilitate the user to view the Item Data screen where in the Template details
would be displayed. This screen will not display the Tag information.
Steps:
1. Select a Template from the Template Library.

2. Select General Info option from the Template menu on the application menu bar or Alt+T &
then G for General Information. The General Info option can also be invoked by right
clicking on the Template node & then selecting General Info option from the popup menu.
3. The Item Data screen would be displayed. This screen will not contain data related to Tag &
General Item Description.
The following screen is displayed after invoking the General Info option from the Template menu
for the selected Template.
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Overlay Template
User can overlay a line item with a template using Overlay Template on Filtered as well as non-
filtered items. The freeze line items cannot be overlaid by a template.
To apply the Overlay Template invoke Overlay Template option available under Template menu or
right click on the template. After invoking Overlay Template the following screen will be displayed.
Configuration Tab Project Tab
It will display configuration and Project tabs. On configuration tab there will be forms and on
Project tab there will be the available unfreeze items in the project.
If overlay template is invoked on control valve line items then only the unfreeze Control Valve
Line Items will be displayed on the Project tab and forms related to control valve will be displayed
on the configuration tab.
The sizing, selection, quality plans, factory notes and accessory forms will be displayed.
Backup of the current project will be taken before continuing the overlay process. The backup will
be saved in the location where the project is saved.
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If a backup file is already available in the location then a message will be displayed whether to
overwrite the file or not.
When the overlay process is completed the following message is displayed.
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Settings
The Settings menu on the application menu bar allows the customer to set values or parameters
that would be used for the current project at various stages.
1. Pricing
2. Factory Notes Library
2.1 Manage Factory Notes / Groups / Collections
2.2 Import Factory Notes
2.3 Export Factory Notes
3. User Preferences
4. Manage Customer Library
5. ITP Management
The following screen displays the above-mentioned options under the Settings menu. Import
Factory Notes and Export Factory Notes menus are disabled and are unavailable in this
version.
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Pricing
This option facilitates the user to provide Pricing related information that will be applicable for
the current Quote. The Pricing screen displayed below is different from the screen displayed
on selecting the Pricing node for an Item.
Price List
Pricing for an Item is derived & dependent on the Price List that is selected. Select a Price List
from the drop down list that should be used for deriving Item Price.
Quote Discount
Quote Discount is applied to all the Items in the Quote. Provide a Quote Level Discount
Percentage (%). Range for Quote Level Discount Percentage value is from 100.00 to +100.00
(%).
Note: -
Line Level Discount & Component Level Discount overrides Quote Level Discount.
Discount Template
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A Discount Template may consist of one or more Line or Component Level Discount definitions.
Select Discount Template from the drop down list against the field labeled Title. Discount
Templates are not available on Application Startup or New Project. Discount Templates created
are applicable only to the current Project.
Add Discount Template

To add a Discount Template provide a Discount Name in the Title field. Add one or more Line or
Component Level discount definitions.
Add Line or Component Level Discount Definition

To add Line or Component Level discount definition select one of the options from the Discount
Level drop down list.
If Line Level is selected, the Component drop down list is disabled & the Filter drop down list is
populated from the current Items configured in the Project.
If Component Level is selected, the Component drop down list provides a list of different
components. Select a component from the drop down list. The Filter drop down list is populated
for the selected Component from the current Items configured in the Project.
Provide Line or Component Level Discount Percentage (%). Range for Discount % value is from
100.00 to +100.00 (%).
Click on the Add button to add the Line or Component Level discount definition. The definition
will be displayed in the grid. The grid displays a list of Line or Component Level discount
definitions for the selected Discount Template.
Delete a Line or Component Level Discount Definition

To delete, double click the Line or Component Level Discount Definition displayed on the Grid.
Preview
Enable the preview option to virtually compute Quote Total Price or Project Extended Net Total
after applying the Discount Template to the current Project but without updating the database.
Apply Button
On hitting the Apply button the Discount Template & its definitions are stored & individual Item
prices are re-computed after applying the Quote Level Discount, which is overridden by Line
Level Discount & is finally overridden by Component Level Discount. Discounts are not applied to
all those components of the Items configured where component level discount locks are applied.
Individual component level discount locks can be applied using the Pricing node on the
Configuration tab page for the selected Item.
Finally the extended price for all valid Items is summed up to display Quote Total Price.
If the Preview option is disabled, the changes are applied to all the Items & the database is
updated.
OK Button
If a new Discount Template is created or any new definitions are added or deleted for a existing
discount template & is applied with preview disabled, then hitting the OK button will close the
Settings Pricing screen.
If a new Discount Template is created or any new definitions are added or deleted for a existing
discount template & is not applied, then hitting the OK button will prompt the user whether to
apply the Discount Template. On approval, the discount template will be applied & the price for all
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the Items will be computed & the database will be updated. On rejecting the same, the Size &
Select & Pricing node for all the Items will be set to invalid & the Item will also be set to invalid.
Cancel Button
If the Cancel button is hit prior to applying the Discount Template, the discount definitions will be
lost & will close the Settings Pricing screen.
If the Cancel button is after applying the Discount Template, the discount definitions created after
applying the Discount Template will be lost & will close the Settings Pricing screen. The
discount definitions set prior to applying will still exist.
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Manage Factory Notes / Groups / Collections
To create Factory Notes, invoke Settings -> Factory Notes Library->Manage Factory Notes /
Groups / Collections option.
After clicking on Manage Factory Notes / Groups / Collections option following screen will be
displayed.
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This screen contains following tab options:
Assign Group to Project

Create Factory Notes
Assign Notes to Groups
Create Collections
Apply FN Collections
Find & Replace Factory Notes
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Assign Group to Project tab
After creating FN Group and FN Collections for the group, you can apply that FN Group to the
Current Project.
To Apply the FN Group to Current Project Click on Assign Group to Project tab.
After Clicking on Assign Group to Project tab following screen will be displayed.
This screen contains following data elements:
FN Group combo This combo box contains the list of all the FN Group names from the Library.
Applied FN Group Text Box This combo box shows the FN Group Name, which is currently
assigned to opened Project.
Select the FN Group to apply and click on Assign to Project Button. An information message is
displayed after assigning of Group to the project as shown below.
Note: New Project contains a Standard group already assigned to it containing standard Factory
Notes.
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After assigning FN Group to current Project, the Applied FN Group text box displays the applied
group name.
After applying FN Group to the current project, all Factory Notes and collections of that group are
copied from Library to the project file i.e. vnx file. These Factory notes are listed in the Selected
Notes for Project list along with Standard Factory Notes under the Create Factory Notes tab as
shown below.
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Create Factory Notes tab:

User can create factory notes in library and project using this tab.
This screen contains following data elements:
Available Notes From Library List This list view lists all the factory notes from library along with
its Reference, Title and List Price.
Selected Notes for Projects List - This list view lists all the factory notes from the currently opened
Project along with its Reference, Title and List Price. This list view contains the standard Factory
Notes which cannot be deleted or edited.
Note Reference Text box Displays the Reference of the currently selected Factory Note.
Title Text box Displays the Title of the currently selected factory note.
Net Price Text box Displays the Net Price of the currently selected factory note.
Category Combo box Displays the Category of the currently selected factory note.
Note Text Text box Displays the Description of the currently selected factory note.
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Add Factory Note in Library
The user can Add, Edit and Delete Factory Notes from the Library or Project.
To create a new Factory Note, click on Add Button and Insert Factory Note Reference, Title, Net
Price, Category and Note Text into corresponding Text boxes.
The Note Reference, Title, Net Price (If version is Professional), Category and Note Text are
mandatory fields and user must enter values in it.
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Now click on save button to save factory note. This will ask to select the location to store the
factory note. This dialog box contains 2 options as Library and Project as shown below.
By default Library option is selected. Click on OK button to save the factory note in Library. Now
the Available Notes From Library List contains the added note as shown in following screen.
Note: Duplicate Factory notes are allowed in Library.
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Add Factory Note in current Project
Though the current Project has a Standard group applied to it, you can add Factory Notes in the
current Project.
To add a new Factory Note to the project, select the Create Factory Notes tab & click on Add
Button, and insert factory note information in Text box.
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Then click on Save button. Select Project from the Library/Project window, as shown below.
Click on OK button to add Factory Note into Project. A message asking to save Factory Note in
Library will be displayed as shown below:
After clicking on Yes button Factory Note will be saved in Library also, on clicking on No button
the new Factory Note will be saved in Project only.
After successful save added factory note is listed under the Selected Notes For Project list as
shown in following screen.
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Edit Factory Notes
To edit a particular factory note, select that factory note from the list. Both Library and Project
factory notes can be edited.
Edit Note from Library
Select factory note from Library to edit and click on Edit button. All text boxes will be editable to
make changes. Change the entries in the text box as shown in the following screen.
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After making changes click on Save button, to save changes. A confirmatory message box will be
displayed, as shown below.
Click on Yes button to save the changes. If you dont want to save changes click on No button.
Selected Factory note is updated as shown in following screen.
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Edit Note from Project
To edit the factory note from Project select factory note from Project to edit and click on Edit
button, however the standard Factory Notes cannot be edited. All text boxes except the
Reference text box will be editable to make changes. Change the entries in the text box as shown
in the following screen.
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After making changes click on Save button, to save changes. A confirmatory message box will be
displayed, as shown below.
Click on Yes button to save the changes. If you dont want to save changes click on No button.
Selected Factory note is updated in Selected Notes for Project list as shown in following screen.
If the Factory notes Price list is changed and if that note is applied to any of the line item then that
items pricing is recalculated.
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Delete Factory Notes
1. Delete Factory Note from Library
To delete a particular factory note from Library, select one or more factory notes from the
Available Notes From Library and then click on the delete button. Appropriate message box for
confirmation is displayed as shown below.
If the selected factory note(s) are not associated with any Group or Collection in Library then the
following message box is displayed.
If Yes button is clicked the selected factory note is deleted from the Library. If No button is clicked
no factory note is deleted from the Library.
If the selected factory note(s) are associated with any Group or Collection in Library then
following confirmation message box is displayed.
If Yes button is clicked the selected factory notes are deleted from the Collections and Groups
first and then it is deleted from the Library.
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2. Delete Note from Project
To delete a particular factory note(s) from Project, select one or more factory notes from the
Selected Notes for Project and then click on the delete button. Appropriate message box for
confirmation is displayed as shown below. Standard Factory Notes cannot be deleted from
Project.
If the selected factory note(s) are not associated with any Group or Collection or if it is not applied
to any line item or template with in Project then the following message box is displayed.
If Yes button is clicked the selected factory note is deleted from the Project and from Project
Group. If No button is clicked no factory note is deleted from the Project.
If the selected factory note(s) are associated with any Collection in Library then following
confirmation message box is displayed along with the associated notes list.
If Yes button is clicked the selected factory notes are deleted from the Collections first and then it
is deleted from the Project and from the Group. And if No button is selected the selected factory
note(s) is not get deleted from anywhere.
If the selected factory note(s) are applied to any line items or template then following confirmation
message box is displayed along with the associated notes list.
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If Yes button is clicked then selected factory notes are deleted from the applied notes for Line
item and template first and then it is deleted from the Project and from the Group. And if No
button is selected the selected factory note(s) is not get deleted from anywhere.
If the selected factory note(s) are applied to any line items or template and also it is associated
with collection then following confirmation message box is displayed along with the associated
notes list.
If Yes button is clicked then selected factory notes are deleted from the applied notes for Line
item and template and from collections first and then it is deleted from the Project and from the
Group. And if No button is selected the selected factory note(s) is not get deleted from anywhere.
If the factory note which is deleted is associated with any line item(s) then pricing of those line
item(s) to which factory note is associated is recalculated.
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Copy Factory Notes
If FN Group is assigned to Project then, Factory note(s) can be copied from library to project and
from project to library.
1. Copy FN from Library to Project
To copy factory note(s) from library to project, select factory notes from Available Notes from
Library list and click on >> button.
More than one Factory Notes can be selected from the lists.
If the selected factory note is not present in Selected notes for Project list, it will get copied as it
is. If it is already present in the project list, then a dialog box appears that asks you to enter
different reference for the factory note, as shown in the following screen.
Enter the Note reference in the dialog box and click on the OK button. the selected Factory note
is inserted into Project, the reference field contains the entered reference as shown in following
screen.
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2. Copy FN from Project to Library
To copy factory note(s) from library to project, select factory notes from Selected Notes For
Project list and click on << button.
The selected Factory Note is copied as it is in the library. As shown in following screen after
copying FN#3 from Project to Library.
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3. Copy FN from Library to Library
To copy Factory Notes from Library to Library, select one or more factory note from the Available
Notes from Library list. Then right click, the copy menu is appeared on the screen as shown in
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Click on Copy menu, Selected Factory note are copied into library as shown in the following
screen.
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4. Copy FN from Project to Project
To copy Factory Notes from Project to Project, select one or more factory note from the Selected
Notes For Project list. Then right click, the copy menu is appeared on the screen. Click on the
copy menu an input box is displayed on the screen asking to enter another Factory note
reference as shown in the following screen.
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After entering different reference click on OK button. This will copy selected factory note into the
Project only the reference field contains the entered reference. As shown in following screen.
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Assign Notes to Group tab
After creating factory notes in Library, select Assign Notes to Groups tab, to create groups for
factory notes in Library.
After Clicking on Assigns Notes to Groups tab following screen will be displayed.
This screen contains following data elements.
FN Group Combo box This combo box contains list of all the Group from the Library.
FN Group Text box This text box allows to enter the name of the group which is to be added.
Available Factory notes in library This list contains the list of factory notes from the Library
which are not currently assigned to currently selected group.
Notes Assigned to Group This list contains the factory notes, which are assigned to currently
selected FN Group.
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To create a new FN Group, click on Add Button, this will display a text box to enter FN Group
name. Insert FN Group Name in that Text Box and then Select Factory Notes from Available
Factory Notes in Library List and click on >> Button. You can select one or more factory notes
from the list. Now the Selected Factory Note(s) will be inserted into Notes Assigned to Group
List. After selecting Factory notes Screen will look as.
Now click on Save button to save FN Group. After saving a message is displayed as following.
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Edit FN Group
To edit an existing FN Group select that Group in the FN Group combo. After selecting group
factory notes assigned for that group are listed under the Notes Assigned to Group list and
available factory notes from the library are listed under the Available Factory notes in library list.
To add factory note in the group select the note from the available factory Notes in Library list and
click on the >> button. this will insert the factory note in the Notes Assigned to Group list and
removes that list from the available factory Notes in Library list.
If the selected factory note is already exist in the available factory Notes in Library list then the
following confirmation message is displayed.
If Yes button is clicked the group note is replaced with the selected Factory note.
To remove Note from the Group select the notes from the Notes Assigned to Group list and click
on the << button.
If the selected factory notes are not associated with any FN Collection in Library then that notes
are removed from the Notes Assigned to Group list and added in the available factory Notes in
Library list.
If the selected factory notes are associated with any FN Collection in Library then the following
confirmation message is displayed.
If yes button is clicked those notes are removed from the Collection first and then removed from
the Notes Assigned to Group list and added in the available factory Notes in Library list.
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After adding or removing Notes from the Notes Assigned to Group list Save button is get enabled.
Click on the save button to save changes made in the Group. After successful save Save button
is get disabled.
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Delete FN Group
To delete a Group from the library select that Group in the FN Group combo and click on the
Delete button. Confirmation message box is displayed as shown below.
If Yes button is clicked the selected FN Group is deleted from the Library. And if No button is
clicked No FN Group is deleted.
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Create Collections tab
After creating a FN Group, FN Collections can be created for that FN Group. To create FN
Collection click on Create Collections Tab.
The screen will look like:
This screen contains:
From combo box This combo box contains options to list the Collections and factory notes from
the Project or from Library.
FN Group combo box This combo box contains list of all the groups from the Library.
FN Collection combo box This combo box contains list of all the Collection from the selected FN
Group.
Factory Notes in Group list This list contains all the list of factory notes from the group along
with check box, reference and title. if the factory note is assigned to current collection the check
box in front of that note is checked else it is unchecked.
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To create a FN Collection in the project select the Project option from the From combo box or to
create a FN Collection in the Library select the Library option from the From combo box. Then
click on Add Button. Select the FN Group for which you want to create FN Collection. Select
Factory Notes from Factory notes in Group List to be inserted in the FN Collection. After
selecting each factory note FN Collection text box display the comma separated list of selected
factory notes is displayed in FN Collection Text box.
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Now click on save button to save FN Collection. A successful save message is displayed as
following.
Edit FN Collection
To edit a collection from the Project select the Project option from the From combo box and to edit
a collection from the Library select the Library option from the From combo box. After selecting
the option FN Group combo box is filled with the available groups according to selections.
To edit a FN Collection first select the group for which that FN Collection is created. After
selecting Group select the Collection from the FN Collection combo.
To add a note in the collection check that note from the Factory Notes in Group list. To remove a
note from the collection uncheck that note from the Factory Notes in Group list.
After changing the collection notes Save button is get enabled and Delete buttons caption is
changed to Cancel. As shown in the following screen.
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To save changes made in the collection click on the Save button. After successful save, following
confirmation message is get displayed on the screen.
To cancel changes made in that collection click on the Cancel button.
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Delete FN Collection
To delete FN Collection from the Project select Project option from the From combo box and to
delete FN collection from the Library select the Library option from the From combo box.
To delete FN Collection from the group first select that group in the FN Group combo box. After
selecting Group select the Collection from the FN Collection combo box.
After selecting the FN Collection click on the Delete button. This will display a confirmation
message as shown in the following screen.
Click on the Yes button to delete the selected FN Collection. After successful deletion of the FN
Collection following message box is displayed.
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Apply FN Collections
To Apply FN Collections to Line Items/Templates select the Apply FN Collection tab. After Clicking
on Apply FN Collections tab following screen will be displayed.
For combo box This combo box contains options item and template. Select item to apply FN
Collection to items. And select template option to apply FN Collection to templates.
FN Collection combo box This Combo box list all the FN Collections associated with the
currently applied FN Group. These FN collection contains a comma separated References in the
collection.
Select All check box This check box is used to select or deselect all the line items or templates
listed under the listview.
Line Items/Templates List View This list view lists all the items or templates from the current
project along with check box, Line No., Description and applied FN Collection.
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1. Apply FN Collection to Item
To apply FN Collection to items select the item option from the for combo box. This will load all
line items from the current project to the Line Items list view, which are not freeze. Select the FN
Collection from the FN Collection combo box.
Then select the line items from the list. For selection check the check box in front of that line item.
To select all the line items from the list check the select all check box.
After selection of line items Apply button gets enabled. As shown in following screen.
Click on Apply button. this will apply the selected FN Collection to the selected line items and
message box is displayed as shown below.
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After clicking OK button, the applied FN Collections can be seen in the list view under the FN
Collection column and Apply button gets disabled, as shown in the following screen.
After applying FN Collection to line items, the pricing of those line items is recalculated.
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2. Apply FN Collection to templates
To apply FN Collection to Templates select the Template option from the For combo box. This will
load all templates from the current project to the Templates list view.
As shown in following screen.
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Then select the FN Collection and Templates, this will enables the Apply button as shown in
following screen.
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Click on Apply button. This will apply the selected FN Collection to the selected templates and
message box is displayed as shown below.
After clicking OK button, the applied FN Collections can be seen in the list view under the FN
Collection column and Apply button gets disabled, as shown in the following screen.
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Find & Replace Factory Notes
To Find and Replace a particular Factory Note from applied FN Collection select the Find &
Replace Factory Notes tab. Find & replace Screen is displayed as shown in following screen.
For combo box This combo box contains options item and template. Select item to Find &
Replace Factory Note in items. And select template option to Find & Replace Factory Note in
templates.
Find FN Ref combo box This Combo box list the Factory note references, which are currently
applied to line items/templates.
Select All check box This check box is used to select or deselect all the line items or templates
listed under the list view.
Line Items/Templates List View This list view lists all the items or templates from the current
project along with check box, Line No., Description and applied FN Collection, which contains the
currently selected reference.
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Replace with FN Ref. combo box This Combo box list of all the Factory note references
available in the current project. Additional Nothing option is present to replace selected reference
with nothing.
1. Find & Replace Factory note for Items
To Find a particular Factory note in items select item option from the For combo box.
To Find Line Items that contains a specific Factory Note Reference, Select that Reference in the
Find FN Ref. combo box and then click on the Find button. After clicking on Find button all line
items that has selected factory note applied are listed under the Line items list.
Then Select the another Note reference into the Replace with FN Ref. combo box and select the
line items for which notes are replaced. After the selection of line items, Replace buttons are
enabled as shown in the following screen.
Then click on the Replace button. This will replace the find reference with the replace reference
and message box is displayed as shown below.
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After clicking OK button, the list displays the updated FN Collections of Line items as shown
below.
To remove the factory note reference from the applied FN Collections select the Nothing option in
the Replace with FN ref combo box.
After replacing Factory note for line items, those line items pricing is recalculated.
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2. Find & Replace Factory note for Templates
To Find a particular Factory note in templates select Template option from the For combo box.
To Find templates that contains a specific Factory Note Reference, Select that Reference in the
Find FN Ref. combo box and then click on the Find button. After clicking on Find button all
Templates that has selected factory note applied are listed under the Templates list.
Then Select the another Note reference into the Replace with FN Ref. combo box and select the
Templates for which notes are replaced. After the selection of line items, Replace buttons are
enabled as shown in the following screen.
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Then click on the Replace button. This will replace the find reference with the replace reference
and message box is displayed as shown below.
After clicking OK button, the list displays the updated FN Collections of Templates as shown
below.
To remove the factory note reference from the applied FN Collections select the Nothing option in
the Replace with FN ref combo box.
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Export Factory Notes
After clicking on Export Factory Notes option, following screen will be displayed.
User can export the factory notes/group either from Library or Project by selecting the Library or
Project radio button respectively.
The option for factory notes or group is available in the Export combo box.
When group option is selected the available groups are displayed in the Group Name combo box
and all the factory notes in that group are displayed in the list view. The check box before the
factory notes is disabled.
When factory notes option is selected all the factory notes in the project are displayed in the list
view. The factory notes can be selected or deselected.
By default the export file path will be in My Documents folder of the current user and the file name
will be PRG00001.vun. However user can change the default path and file name.
If PRG00001.vun already exists on the same path then a following message will be displayed
after clicking on Export button.
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Click on Yes button will overwrite the existing file and clicking on No button will close the message
box.
After the file is exported successfully the following message will be displayed.
The Export Factory Notes window can be closed using the Close button or the cross button.
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Import Factory Notes
After clicking on Import Factory Notes option, the following screen will be displayed.
User can select an already exported .vun file using the open folder icon.
The factory notes/group in the exported file can be imported either in the library or in the current
project. If the file contains group then the group name will be displayed in the Group Name text
box.
If group is to be imported then the factory notes in the group cannot be deselected.
If factory notes are to be imported then the factory notes can be selected or deselected.
If the group with the same name exists in the Library then after clicking on Import button the
following window will be displayed.
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User can Append the group to existing group or Rename the group with different name or
Replace the existing group with the new group.
If Project contains a group assigned to it the while importing the group with different name into
Project the follow message will be displayed.
Click on Yes button will remove the existing group and clicking No button will cancel the process.
If Project contains a group which has the same name as the group being imported then the
following message will be displayed.
Clicking on Yes button will reapply the group and clicking on the No button will stop the process.
After clicking on Ok/Yes button of the above tthree windows the backup of the current project is
taken in the My Documents folder and the following message is displayed.
When the import is done successfully the following message is displayed.
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The Import Factory Notes window can be closed using the Close button or the cross button.
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User Preferences
To Open User Preferences form, invoke the option available under Settings -> User
Preferences.
After clicking on User Preferences option, following screen will be displayed with following Tabs
1. Calculation Variables.
2. Unit of Measure.
3. Service Conditions.
4. Actuation.
5. Tubing
6. Tag.
7. General.
8. Confirmations.
9. Product Scope & Pricing.
10. PED/ITP
11. Generic Materials
12. Preferences for Air Group
By default Calculation Variables Tab is displayed.
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Calculation Variables
After Selecting the Calculation Variables tab, the following screen will be displayed.
By default calculation variables are initialized to their default values as listed below.
Max. Velocity Liquid - 33

Preliminary FL - 0.9
Cv Oversize Factor - 1
Min Sound Level - 70
Max Sound Level - 90
Sound Tolerance Level - IEC
Print Information Messages - True
By default Save and Cancel button is disabled. If user make any changes on the form then Save
and Cancel button is Enabled.
Click Save button to save the changes made. And to discard the changes made on the form click
on the Cancel button.
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To change the default Calculation values, make entries in the corresponding textbox and save
defaults by clicking on the Save button. After successfully saving the defaults, message box
Defaults saved successfully. is displayed on the screen as shown in the following screen.
After saving the Calculation Defaults when the new project is created these defaults are copied
from user library to new project and applied to added line items and templates in that project.
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Unit of Measure Tab
After Selecting the Unit of Measure tab, the following screen will be displayed.
This screen consist defaults Unit of Measure for Liquid Flow Rate, Gas Flow Rate, Steam Flow
Rate, Two Phase Flow Rate, Two Phase Gas Density, inlet Pressure, Temperature, Liquid
Velocity, Length and Calibration.
By default unit of measures are initialized to their default values as listed below.
Unit of Measure
Liquid Flow Rate - gpm
Gas Flow Rate - scfh
Steam Flow Rate - lb/h
Two Phase Flow Rate - lb/h
Inlet Pressure - psi a
Temperature - deg F
Liquid Velocity - ft/s
Length - in
Two Phase Gas Density - lb/ft3 14.73 psi a, 60 F
Calibration - psi g
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To change the Default Units, select entries in the corresponding combo box and click on the Save
Button. After Successfully saving the Defaults, a Message box Defaults Saved successfully. is
displayed on the screen as shown in the following screen snapshot.
After saving the Units of Measure when the new project is created these units defaults are copied
from the user library to new project and applied to added line items and templates in that project.
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Service Conditions Tab
After selecting the tab, following screen will be displayed. This will display the Service conditions
options available, as shown in following screen.
This screen includes the four service conditions headings used in the Size & Selection form. The
default Values for the Service condition headings are
First heading - Min
Second Heading - Norm
Third Heading - Max
Fourth Heading - Other.
Design Pressure - 0
Design Temperature - 100
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To change the Service Conditions Headings and Design Pressure and Temperature for line Items
and Templates, change the entries in the corresponding fields and click on the Save Button. After
successfully saving the Defaults a Message box Defaults Saved successfully. is displayed on
the screen.
After saving the Service Conditions when the new project is created these Service Conditions are
copied from the user library to new project and applied to added line items and templates in that
project.
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Actuation Tab
Actuation tab displays the Actuation defaults that are used in the Actuation form. These defaults
include Fail Position and Air Action, as shown in the following screen.
The default values for these defaults are
Fail Position - Closed

Air Action - Air to Open
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To change the Actuation Defaults, select the entries in the corresponding combo box and click on
the Save Button. After Successfully saving the Defaults a Message box Defaults Saved
successfully. is displayed on the screen.
After saving the Actuation defaults when the new project is created these defaults are copied from
the user library to new project and applied to added line items and templates in that project.
Tubing
After selecting the tab, following screen will be displayed. This will display the Tubing options
available, as shown in following screen.
The default values for above fields are:

Tubing Material: stainless steel
Fitting Size: 0.25 inch
Fitting Type and Material: st. st. double Ferrule
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Gauge Scale: psi-kPa-bar-kg/cm2
To change the Tubing values on Tubing & Airset accessory of Control Valve select the entries in
corresponding combo boxes and click on Save button. After saving the changes the following
message is displayed
After saving the Tubing defaults, when the new Project is created these defaults are copied from
Library to New Project and applied to newly added Control Valve Line Items/Templates.
Product Scope and Pricing Tab
Product Scope and Pricing Tab displays the default Primary Source Facility and Price List as
Price List combo box lists all the price list of the selected Product Facility in the Primary source
facility.
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Note If ValSpeQ Standard or Lite edition is installed then the Price List Default frame is not
displayed on the User Preferences form.
To change the Product Scope and Price List Defaults for new projects, select the entries in the
corresponding combo box and click on the Save Button. After Successfully saving the Defaults a
Message box Defaults Saved successfully. is displayed on the screen.
After saving the Product Scope and Pricing defaults when the new project is created these
defaults are copied from the user library to new project and applied to added line items and
templates in that project.
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Tag Tab
After Selecting Tags following screen will be displayed.
Tags tab contains following options:
Use Tag Mask on new Project - When this option is checked, the selected Tag Masks are applied
to New Project.
Tag Mask These fields values are used as the prefix for the auto generated tags for
corresponding accessory.
Initial Value This field value is used as the Postfix in auto generated tags for all tag masks.
Increment Value This value decides the next auto-generated tags postfix value. The next tags
postfix value is calculated as (Initial Value + Increment Value).
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If the Use Tag Mask on New Project Check box option is unchecked, all the text boxes on the
Tag tab are disabled. When it is checked, all text boxes on the Tag tab are enabled.
If the User Preferences screen is opened for the first time, by default Use Tag Mask on New
Project check box is unchecked.
To change Tag defaults first check Use Tag Mask check box and then make entries in Tag Mask
fields and Initial and Increment values.
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The Increment value and Initial Value are mandatory. Tag Mask entries can be blank.
If these fields are not provided then it will give an error message as shown below.
After changing all information click on the Save button. This will save all the information in the
database. And the Message box Defaults Saved Successfully. Displayed on the screen as
After saving the Tag defaults when the new project is created these defaults are copied from the
user library to new project and applied to added line items in that project. If Use Tag Mask option
is checked then default tags is generated for new added line items and configurations in new
project.
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General Tab
To change the ValSpeQ general options select the General Tab, the following screen will be
displayed.
This screen contains the options to select the default Language, Default Configuration and
Number of Recently Used files.
Default language is English and currently this is the only available language.
By default, values for Default Configurator is Control valve and for recently used file list is 4.
When the ValSpeQ application is started or when New Project is selected the New Configuration
will be created as per the value set in the Default Configurator in the User Preference screen.
When Recently Used Files number is changed from the User Preferences screen, the number of
Recently Used Files displayed under Project menu is also changed.
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This screen also contains Four text boxes to store user information - User Name, User Location,
User Phone and User Email. These defaults are used in new added line items, template and
configuration. User Name, User Location and User Phone is displayed on the Item Data form as
User can select Serial Plate Language and Contractual Language from Serial Plate Language
and Contractual Language combo boxes.
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Confirmation Tab
Confirmation tab contains the options which decides whether to display the Confirmation
message box or not on the selected conditions.
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Options available are:
Confirm on deletion of Item/Template:

If this option is selected/checked the confirmation message "Are you sure you want to
delete the selected Item?" is displayed on deletion of Item or Template. And if this option
is deselected no confirmation message is displayed while deleting Line Item or Template.
Confirm on Freeze/Unfreeze of Item:

If this option is selected/checked the confirmation messages "Do you want to freeze the
selected Item" or "Do you want to unfreeze the selected Item" is displayed after selecting
Freeze or Unfreeze option. And if this option is deselected no confirmation message is
displayed while selecting Freeze or Unfreeze option.
Confirm on Copy of Item/Template:

If this option is selected/checked the confirmation messages like "Are you sure you want
to copy?" is displayed after selecting copy options. And if this option is deselected no
confirmation message is displayed while copying between Item and Template.
Allow ValSpeQ to select singular drop down entries:

If the Allow ValSpeQ to select singular drop down entries checkbox is checked and
the user tries to edit any existing item or template configuration then while populating the
values ValSpeQ will select the values for all invalidated combo boxes having single
dropdown entry.
If the Allow ValSpeQ to select singular drop down entries checkbox is unchecked and
the user tries to edit any existing item or template configuration then while populating the
values ValSpeQ will indicate the invalidated combo boxes with red color without making
any selection.
Allow ValSpeQ to select first of multiple drop down entries:

If the Allow ValSpeQ to select first of multiple drop down entries checkbox is
checked and the user tries to edit any existing item or template configuration then while
populating the values ValSpeQ will select the first drop down entry for all invalidated
combo boxes having multiple dropdown entries.
If the Allow ValSpeQ to select first of multiple drop down entries checkbox is
unchecked and the user tries to edit any existing item or template configuration then
while populating the values ValSpeQ will indicate the invalidated combo boxes with red
color without making any selection.
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PED/ ITP Tab

After clicking on tab the following screen is displayed.
This tab contains the PED Required check box and ITP Types combo box.
By default check box is unchecked and the default value of ITP Types combo box is Standard
ITP.
After saving the changes the following message is displayed.
After saving the changes when New Project is created the values from Library are copied to New
Project and applied to newly added Control Valves/Level/Accessories.
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Generic Materials Tab

After clicking on Generic Materials tab the following screen is displayed.
This tab contains the values for Trim Package, Packing Package and Bolting Package materials.
By default all check boxes are unchecked. After selecting Select All check box, all the check
boxes on this tab get selected.
After saving the changes the following message is displayed.
Project and applied to newly added Control Valves/Level.
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Preference for Air Groups Tab
After clicking on Preference for Air Groups tab the following screen is displayed
This tab contains values for Air Groups for Automation Selection.
By default None value is kept, however, user can change it from the options present in the
corresponding drop boxes and save it by clicking on the Save button.
After saving changes the following message is displayed.
Project and applied to newly added Control Valves/Level.
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Manage Customer Library
After clicking on Manage Customer Library option the following screen is displayed.
Name: Name of the customer can be entered in Name text box
Address: Address of the customer can be entered in Address text box
City: City of the customer can be entered in City text box
Country: Country of the customer can be selected from Country Combo box
State/Province: State of the customer can be selected from State/Province combo box
Postal code: Postal code of the customer can be entered in Postal code text box
Name: Name of the contact person can be entered in Name text box in Contacts frame
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Telephone: Telephone number of the contact person can be entered in Telephone text box
Fax: Fax number of the contact person can be entered in Fax text box
Email: Email of the contact person can be entered in Email text box
Add: Details for new customer can be added by clicking on Add button
Edit: Details of existing customer can be edited by clicking on Edit button
Delete: Details of existing customer can be deleted by clicking on Delete button
Save: Details of customer after adding/editing can be saved be clicking on Save button
Discard: Details being added/edited can be discarded by clicking on Discard button.
Name, Address, Country, Postal code and Email are mandatory fields for adding a new customer.
If user tries to omit any of these fields a message is given as follows for each missing field.
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If values in all the fields are being entered/edited and if user clicks on Ok button then the details
get saved, but if user has omitted any of the mandatory field then a corresponding message is
displayed for the field which has been omitted.
While adding/editing if user clicks on Cancel button then a following message is displayed.
Else the Customer Library window gets closed.
Customer Library window can also be invoked by clicking on Browse button on

Customer/Salesperson tab on Project General Information tab as shown below.
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Functionality of all the fields and buttons will be same except for Ok button of Customer Library,
after clicking on Ok button the following message will be displayed.
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Clicking on Yes button will copy the details of selected customer to the tab on which the Customer
Library window is invoked. Clicking on No button will close the Customer Library window without
copying information.
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ITP Management
This option facilitates the user to assign ITP (Inspection & Test Procedure) to Line Item or
Template. To create ITP, invoke Settings -> ITP Management option or press ALT+S+I.
After clicking on ITP Management option following screen will be displayed.
The status of filter along with filtered Line Items is displayed on Title bar of the above window.
This screen contains following controls
Existing ITPs From combo box
This combo box contains two options viz. to list the existing ITP from the Project or from Library.
By default Project option is selected and all ITPs from Project are displayed in the list view.
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Create toolbar
This toolbar button contains two options viz.

i) Create ITP and Create ITP From Library options when Project option is selected in the
Existing ITPs From combo box.
ii) Create ITP and Create ITP From Project options when Library option is selected in the
Existing ITPs From combo box.
By default this toolbar is in enabled state.
Create ITP
To add a new ITP user should click on Create ITP button, the following window will be displayed.
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The next incremented reference number appears in Reference text box, user can edit the digit in
Reference text box.
ITP Type combo box
This combo box contains eight options and user can selected any one of them for Control Valve
type.
Where as three options are displayed for Level as shown below..
ITP For combo box
This combo box contains two options viz. Control Valve or Level.
ITP Title textbox
This textbox is for entering title of ITP. It can be blank as it is not mandatory and can be filled later
from ITP General Information tab.
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Add button
Clicking on Add button will add new ITP.
Cancel button
Clicking on Cancel button will close the New ITP window without adding new ITP.
Create ITP From Library
By clicking on Create ITP From Library option user can add a new ITP in project having general
information as that of existing ITP from Library as displayed in following window.
Functionality of Reference textbox, ITP Type combo box, ITP For combo box and ITP Title
textbox, Add/Cancel buttons is same as that for the Create ITP option.
Get ITP General Information From Library
This frame has two fields Reference combo box and ITP Title text box.
Create ITP From Project
By clicking on Create ITP From Project option user can add a new ITP in Library having General
Information as that of existing ITP from Project as displayed in following window.
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Functionality of Reference, ITP Type, ITP For, ITP Title, Reference, ITP Title is same as that of
Create ITP From Library. The general information of ITP from Project will be copied to the ITP
that is being newly created in the Library.
Copy toolbar
This toolbar contains two options viz.

i) Copy and Copy to Project when Library option is selected in the Existing ITPs From combo
box.
ii) Copy and Copy to Library when Project option is selected in the Existing ITPs From combo
box.
By default this toolbar is in enabled state.
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Copy
After clicking on Copy option a following message will be displayed.
Clicking on Yes button will copy the selected ITP, clicking on No button will not copy the selected
ITP.
Copy to Library
After clicking on Copy to Library option a following message will be displayed.
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Clicking on Yes button will copy the selected ITP to Library, clicking on No button will not copy the
selected ITP to Library.
Copy to Project
After clicking on Copy to Project option a following message will be displayed.
Clicking on Yes button will copy the selected ITP to Project, clicking on No button will not copy the
selected ITP to Project.
Save ITP button
By clicking on Save button user can save new/updated ITP, following message is displayed on
clicking on Save button after making changes to the existing ITP.
Clicking on Yes button will auto increment the revision number and save the changes, clicking on
No button will display the following message.
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After clicking on Yes button of above message, user will be required to manually enter the
revision number, clicking on No button will save the changes to ITP without incrementing revision
number.
After manually entering the revision number when user clicks on Save ITP button, a following
message is displayed.
Clicking on OK button will close the above message window.
View ITP
By clicking on View ITP button, a following window will be invoked.
All the options selected for the ITP are displayed on this window, user can navigate through the
ITPs by clicking on Previous ITP, Next ITP buttons given at the top of the window. However this
window is non-editable. By clicking on Close button, user can close this window.
Delete button
On clicking on Delete button, the following message is displayed.
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Clicking on Yes button will delete the selected ITP, clicking on No button will not delete the ITP.
If the selected ITP for deletion is associated with freezed Line Item then the following message is
displayed.
If the selected ITP is associated with Line Item then the following message is displayed.
If the selected ITP is associated with Template then the following message is displayed.
If the selected ITP is associated with both Line Items and Templates then the following message
will be displayed.
Close button
On clicking Close button the ITP Management window gets closed. If all the Line Items in Project
do not have an ITP associated with them or there is at least one ITP in the Project which is not
assigned to any Line Item then the following informative message is displayed while closing the
ITP window.
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ITP General Information tab
To enter the general information for the selected ITP user should click on ITP General
Information tab. This tab has ITP Title textbox, Rev text box, Copy General Information
button, Organizational Information list view, Comments textbox, check boxes for Partial Final
Inspection authorized, Final Inspection Released Note, and Release Note for Packaging,
labels for Contractual Language and Name Plate Language.
ITP Title textbox
Title of the ITP can be entered in this textbox.
Rev textbox
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The revision number for selected ITP is displayed in this text box. If user tries to enter the revision
number that is less than the current revision number then the following message is displayed.
On clicking the OK button, the message is closed and the previous revision number is displayed
in the revision box and the ITP remains in edit mode.
Copy General Information button
The general information of the selected ITP except ITP Title and revision number can be copied
to all the available ITPs in the Project by clicking on the Copy General Information button.
Organizational Information list view
General information related to organization like organization name in Organization column,

contact name, phone and e-mail in Contact Name, Phone or E-Mail column, Notification
Schedule can be filled in respective columns by clicking on in the text box.
By default in all three rows of Organizational column has None in it.
User can select the check boxes for Partial Final Inspection authorized, Final Inspection
Released Note and Release Note for Packaging options, they are reflected on VReports. By
default the check boxes are unchecked.
Contractual language and Name Plate language labels display Contractual and Name Plate
language from Project Preferences.
Comment text field
User can enter comments into this text field.
ITP Options tab
After clicking on ITP Options tab the following screen is displayed.
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There are seven sub tabs viz. Regulation & Design Code, Raw part testing/NDT & matl
certification, Finished part/product NDT & Testing, Cleaning, Painting, Packaging and
Certification under this tab. Every sub tab has a different set of options.
User can select/de-select the options for the selected ITP by clicking their corresponding check
boxes.
By default all the sub tabs are displayed in green tick mark. When Standard+NACE or
Standard+PMI ITP is created the 'Raw part testing/NDT & mat'l certification' tab is displayed in
red cross mark, user has to click on this tab in order to turn it to green tick mark.
User can enter information in Testing Plan and Procedure columns, Doc checkbox can be
checked or unchecked and percentage can be either entered manually or selected from the drop
down menu of % to be inspected column. User can either manually type W, H or R or select an
option from the drop down menu in the ORG1, ORG2 and ORG3 columns.
User can manually enter revision number in the Revision column or it is auto incremented while
saving the changes.
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There are two buttons Add Option and Delete Option at the top of ITP Options tab.
Additional option can be added into the selected ITP by clicking on Add Option button, after
clicking on this button, the following window is invoked.
The Add ITP Options window will have Category Label, combo boxes form Sub Category, Sub
Sub Category, Requirement, Standard, and Acceptance Criteria, text box for Procedure,
buttons for Add and Cancel.
Add button
By clicking on Add button the additional option gets added. If user clicks on Add button without
entering anything in Requirement field then following message is displayed.
Cancel button
By clicking on Cancel button, additional option is not added and Add ITP Options window gets
closed.
Delete Option button
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User can delete the newly added additional option by clicking on Delete button on ITP Options
tab.
By default Delete button is in disabled state, it turns to enabled state only when a newly added
additional option is selected. After clicking on Delete button the following message is displayed.
On Finished part/product NDT & Testing sub tab if the Hydrostatic test Requirement under
Basic Sub Sub Category of Testing Sub Category has W or H point in any of the ORG columns
then the following note is displayed on ITP General Information tab.
This note is displayed above the Comments text box.
ITP to Item Assignments tab
After clicking on ITP to Item Assignments tab the following screen is displayed.
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User can assign ITPs to Line Items/Templates on this tab. Default focus is always on Items radio
button.
Item radio button
On clicking on Item radio button, all the Line Items in the Project are displayed in the list view. If
Project doesnt contain any Line Item then this radio button is in disabled state and focus is on
Template radio button. If filter is applied to the Project then only filtered Line Items are displayed
on this tab. If the ITP associated with particular Line Item is selected than that Line Item is
displayed in dark blue colour. If the ITP selected is for Control Valve then the check boxes of
Level Line Items are in disabled state and vice versa. Check boxes of Accessory Line Items are
always in disabled state.
Template radio button
On clicking on Template radio button, all the Templates in the Project are displayed in the list
view. If Project doesnt contain any Template then this radio button is in disabled state. If the ITP
associated with particular Template is selected than that Template is displayed in dark blue colour.
If the ITP selected is for Control Valve then the check boxes of Level Line Items are in disabled
state and vice versa. Check boxes of Accessory Templates are always in disabled state.
Select All checkbox
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User can select all the Line Items/Templates by selecting Select All check box available on this
tab.
Save Item Assignment button
On clicking on Save Item Assignment button the following message is displayed.
By default Save Item Assignment button is in disabled state, it turns to enabled state only when
the Line Item/Template and an ITP are selected.
If the selected Line Item/ Template already has an ITP associated with it and if user tries to apply
a different ITP to it then the following message is displayed.
Clicking on Yes button will disassociate the previous ITP and associate the new ITP, clicking on
No button will no assign new ITP.
If the selected ITP is not appropriate for the selected Line Item/ Template then the following
message is displayed.
User can disassociate an ITP from Line Item or Template by selecting the ITP associated with it
and deselecting the Line Item/Template and clicking on Save Item Assignment button, after
clicking on Save Item Assignment button the following message is displayed.
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Import ITP
This option facilitates the user to import ITPs into the current Project / Quote from another project
via previously exported file having .vin extension.
This option is available under ITP sub menu of Settings menu. The same option should be
invoked using the shortcut keys- Alt+S+I+M.
After clicking on Import ITP option, the following screen will be displayed.
Select the already exported .vin file by clicking on the (Open Folder) button.
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User can import ITP either into project or library by selecting the Project or Library radio button
respectively, by default Import Into Project is selected.
All the ITPs in the Project will be displayed in the list view & selected by default. The user has the
option to de-select all and select a few.
When Library option is selected, all the ITPs in the Library are displayed in the list view. The ITPs
can be selected or deselected
Click on the Import button or press Alt+I key to start the import process.
The backup of the current project is taken in the same folder from where project file is opened
and the following message is displayed
When the import is done successfully the following message is displayed
Close
Click on the Close button or press the Alt+C keys to close the Import Form.
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Export ITP
This utility facilitates the users to export the ITPs of current Project to other ValSpeQ user. The
exported ITPs can then be imported in any other Project.
This option is available under ITP option of Settings menu. The same option should be invoked
using the shortcut keys- Alt+S+I+X.
After clicking on Export ITP option, following screen will be displayed.
User can export the ITP either from project or library by selecting the Project or Library radio
button respectively, by default Export From- Project is selected.
All the ITPs from the Project will be displayed in the list view & selected by default. The user has
the option to de-select all and select a few.
When Library option is selected all the ITPs in the Library are displayed in the list view. The ITPs
can be selected or deselected.
By default the export file path will be in My Documents folder of the current user and the file name
will be PRG00001.vin. However user can change the default path and file name by clicking on
the (open folder) button.
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If PRG00001.vin already exists on the same path then the following message will be displayed
after clicking on Export button.
Clicking on Yes button will overwrite the existing file and clicking on No button will close the
message box.
After the file is exported successfully the following message will be displayed
Close
Click on the Close button or press the Alt+C keys to close the Export Form.
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Tools
The Tools menu on the application menu bar allows the customer to perform/invoke various
ValSpeQ related utilities.
Following are the different options available under Tools Menu.
In tools Import - This is the only option currently listed but still not available under Tools menu.
ANSI Calculator
This tool allow the user to determine
The minimum ANSI rating for a given body material, pressure and temperature.
Allowable working pressure for a given body material, rating and temperature.
Hydrostatic test pressure for a given Valve size, body material and rating.
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Leakage Calculator
Allow the user to calculate the Allowable Leakage for a given Line, Valve Size, Rating, Trim Type,
Plug Type and Flow Direction, Rated CV and Leakage Class.
The user can also derive the allowable leakage value by specifying Manual specifications like
Rated CV, Leakage Class and Test pressure.
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UOM Converter
Allow the user to convert One Unit value to different Unit.
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PED Evaluation
With the desired record displayed in Valspeq PED evaluation is selected. The data for the input
fields is populated from the sizing/selection screen data. If the valve definition is incomplete or if
at least one service condition/design condition is not present a warning message is shown.
The subroutine will translate the specification data into the format used by the underlying
spreadsheet, which remains hidden during the entire process. The data will then be entered in
the required spreadsheet cells. A screen that cannot be edited displays the converted input
variables, calculation data and evaluation. Sample Valspeq and PED Evaluation screens are
shown below:
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Note that the PED screen cannot be edited with the exception of the Order No..
Two selections are available from the File menu:
Selecting Print will print a Design check report using a underlying spreadsheet macro. An
intermediate screen allows choices for printing language and paper size.
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The second selection from the File menu is Exit. Selecting this option will dismiss the PED
screen, save the evaluation result to ValSpeQ memory, and return focus to ValSpeQ.
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PED Factory Documentation
The second functionality, which is available from the ValSpeQ Tools menu, is PED factory
documentation. This selection populates the Conde designed spreadsheet with translated data
from ValSpeQ then makes it visible which enables all its built in functionality.
Local variations of the spreadsheet are required since Conde and Avon save archive copies of
the spreadsheet to different local network drives. The ValSpeQ interface will work as long as the
spreadsheet file name is not changed.
The spreadsheet user is required to close Excel in order to return to ValSpeQ.
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Filter
Invoking Quote Item Filter (QIF)
The user can invoke the Filter functionality by clicking on the ToolsFilterAdd/Edit Filter Or
by right clicking on the Project/Quote node. A message will be flashed if no line items exist for
the project & will not proceed further.
Invoking QIF: -
QIF 1 - Tools Menu. QIF 2 - Right click on Project/Quote node.
To create a new filter, user will be able to select Add/Edit option available under Filter option
from Tools menu as shown in figure QIF 1. User will be able to invoke the same by right clicking
on the Project/Quote node & then selecting Filter & Add/Edit option as shown in figure QIF 2.
On invoking this option, following screen will be displayed to the user.
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QIF 3
Data elements of QIF form: -
The filter screen will display following data elements.
Available Filter From Library

This contains a list of all filters in User Library (VUL). Filters that exist in the active Project
will be displayed in Red color. User can see filter details (filter criteria) by selecting the filter from
the list.
Available Filter From Project

This contains a list of all filters in project file (VNX). Filters that exist in Library will be
displayed in Red color. User can see filter details (filter criteria) by selecting the filter from the list.
Copying Filter
Using this copy button user can copy one or more selected filters from User Library
to Project. When the filter is copied from Library to Project, it will be displayed in Red colour in
Library and Project Filter lists. If the filter with same name is present in project it flashes a
message TestFilter already present in project. Would you like to replace it? If user clicks on yes,
the previous filter is replaced with current filter definition.
Using this copy button user can copy one or more selected filters from Project to
User Library. When the filter is copied from Project to Library, it will be displayed in Red colour in
Library and Project Filter lists. If the filter with same name is present in library it flashes a
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message TestFilter already present in library. Would you like to replace it? If user clicks on yes,
the previous filter is replaced with current filter definition.
After copying a filter from Project to User Library or Vice-Versa the source filter remains selected
and user can see its details in area titled Filter Definition. If multiple filters are selected, details of
the last selected filter in multiple selections will be displayed.
Filter Definition
This area displays the Filter information like - Filter Name, Filter for (Configurator Type), Saved in
i.e. filter source (Project/Library) and the filter grid, which will contain filter conditions. Filter
condition has following fields, Topic Area, Attribute, Condition, Value and Operator (OR operator
is default). Ref. FilterGrid. The selected filter can be edited.
Filter Name
The name of a selected filter will be displayed. This will be an editable text box. The Maximum
length will be 50 characters. The Filter name will be mandatory. The user can add as well as
update the same.
Filter for
This dropdown will specify Configurator type. The user can create filters for Control
Valves/Levels/Accessories/Regulator. This list will be populated from PRODUCT field of
CO_LINE table and will contain distinct values for Configurator Type. This dropdown will be non-
editable. Default value will be Control valve.
Saved in
This dropdown will contain values as Project and Library. This will indicate filter source database.
Default value will be Project.
Filter Grid
This Filter grid is nothing but True DBGrid. It has following columns,
Topic Area, Attribute, Cond (Condition), Value and Operat (Operator OR is default). As user
clicks on the cell the dropdown associated with the cell appears. The dropdown will have all
corresponding values populated. So that user can select value from the list. Also after the cell
looses the focus the selected value appears into the cell.
Each row of the grid contains one filter condition. Two or more filter conditions can grouped by
OR operator. The AND operator is placed on the Tab. Each Tab page has one group of filter
conditions. The result of each tab page will logically AND ed to get final result. As there are five
tab pages, one filter can have maximum of five filter condition group. Also there can be maximum
five filter conditions can be grouped.
Columns of filter grid -
1. TopicArea
This dropdown will specify Topic areas for filter. The values for this dropdown will be listed from
VALSPEQNX_FORM, IS_FORCV,IS_FORLV,IS_REVISIONABLE fields of BTL_PARAM table.
Columns IS_FORCV,IS_FORLV,IS_REVISIONABLE are not visible. Only this list will be
populated based on the Configurator type, i.e. value selected from Filter For dropdown. This
dropdown will be non-editable.
Attribute
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This dropdown will be populated after selection of Topic area. Attribute values will be populated
from VALSPEQNX_LABEL field of BTL_PARAM table for the selected Topic Area. This
dropdown will be non-editable.
Condition
This dropdown will contain values as Equals, Not Equals and Contains. By default Equals
will be displayed. This dropdown will be non-editable.
a. Equals
Using Equals condition the user can filter those items, wherein the Attribute value equals
to the selected Value. E.g. In the above filter screen fig. QIF 3, user can filter all items which have
its Valve Type equals to Globe Rotary.
b. Not Equals
Using Not Equals condition the user can filter those items, where in the Attribute
value does not equals to the selected Value. E.g. user can filter all items that have its Valve Type
not equal to Globe Rotary.
c. Contains
Using Contains condition the user can filter those items, wherein the Attribute value
contains the selected Value. E.g. In the above filter screen, user can filter all items
where Valve Tag contains Tel value.
As the user adds new row into the filter grid OR operator will be automatically added into the last
cell of previous row. This means two filter conditions will be OR ed automatically. Same cell of
last row will not be blank. As there will be no filter condition next to it, which can be OR ed.
OR Operator The last cell will have default OR operator. For the last cell this cell will be blank.
OR operator is used when the user wants to satisfy any one of the filter conditions concatenated
with the OR operator.
E.g. in the above QIF 3 screen
There are two filter conditions
1. Valve Type =Globe Rotary and
2. Valve Tag contains FV
Assume that both filter conditions are concatenated with OR operator. So the filter should
result all items from the project that are either satisfying 1 st or 2nd filter condition.
Value
This drop down will contain all distinct values for the selected Attribute and will be populated from
CONFIG tables PARAMVALUE field. This dropdown will be editable. The user can either select
or enter value in the dropdown.
AND Tab
Each AND tab has one filter grid. Result of each filter grid will be logically
AND ed.
Delete a filter condition from Grid

User can delete a particular filter condition by clicking on a delete button (a red cross
image button ) placed near filter grid. This button will be disabled when there are no filter
conditions present into the Filter Grid of current AND tab. Before deleting the condition row a
warning message will pop up. The message will specify which filter condition will be deleted as
shown in figure QIF 4.
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QIF 4
If the user clicks Yes then the selected filter condition will be deleted. If the user clicks No
the filter condition will not be deleted.
After deleting the condition, the user will have to click on Save button to update the
database.
Create button This button will be available to create a new filter to be saved in Project or
Library. This button will be enabled by default.
Delete button This button will be available to delete a selected filter from Project or Library.
This button will be enabled by default.
Save button This button will be available to save a filter. This button will be disabled by default.
Cancel button This button will be available to cancel Create Filter operation or any changes to
existing filter. It will be disabled by default.
Apply button This button will be available to activate a selected filter. This button will be
enabled only when the Filter is selected from Project & it will be disabled if an active filter is
selected and if a filter from User Library is selected.
Close button This button will be available to close a filter window.
If no filter is Active and the user has invoked this form then the first filter from Project will be
displayed as selected. If any filter is Active then the same will be displayed as selected. The
selected filter details will be displayed in corresponding controls (the grid).
If filter is not Active & the user has invoked the above filter form, focus will be on the first filter of
Library.
If there are no filters available in the Project, then the first filter from User Library will be selected.
If there are no filters available in the User Library, then all the controls will display blank data.
If no filter is available in the project, then the first filter from User Library will be selected & if no
filter is available in the User Library, then it will display blank grids.
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Creating a New Filter: -
To create a new Filter click on the Create button. Upon clicking this button, Filter grid and Filter
Name will be cleared. Saved in, Filter For dropdown will be initialized to default values. (See
QIF 5 below). Create, Delete, Apply and Copy, Red Cross button will be disabled. Save, Cancel
button will be enabled.
After clicking on this button, focus will be on the Filter name text box with blank grids & with the
default values in Saved in & Filter For drop down box.
The focus will be set to Filter Name text box and the textbox will be blank.
QIF 5
After filling in the values for Filter Name, Filter For, Saved in and values from Filter Grid such as
Topic Area, Attribute, Condition, Value, Operator, the user will have to click on Save button to
save the filter grid.
Enter the values in Filter Name & in the filter grid. Also select values for Filter For & Saved In
from drop down box & click on save button to save the filter.
Following Validations will be made on each row of filter grid: -
The Value in the cell cannot be blank. The length of value entered in the cell will not be
greater than 250 characters.
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The value in the cell should not be blank & maximum allowable character length is 256
characters.
The total number of filter conditions into one group cannot (Should not be) be greater than 5.
Red Cross delete button will be disabled if there is no filter conditions on AND tab.
For the last filter condition operator column value will be blank.
Before Saving a Filter following validations will be made: -
Filter Name will not be blank and will not accept more than 50 characters.
Duplicate Filter Name for the same Configurator Type will not be allowed.
To cancel the Create Filter process user will have to click on Cancel button.
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Editing an Existing Filter: -
To edit a Filter from the Library/Project, the user will have to click on the name from the list
titled Available Filters From Library/Available Filters From Project.
After clicking on the name, its data will be displayed in the corresponding controls in Filter
Definition frame. Filter Grid will have its filter conditions.
By default all controls will be in edit mode. If the user makes any changes to the filter definition, a
form will be made dirty. The Save, Cancel button will be enabled. The Create, Delete, Apply and
Navigation button will be disabled.
By default Filter Grid will be in edit mode. If user makes any changes in the filter grid, a form will
be made dirty with enabling Save & Cancel buttons & disabling the Create, Delete, Apply &
navigate buttons.
Saved In drop down box is disabled in edit mode of filter
To save the Filter user will have to click on Save button.
To cancel the Edit Filter process user will have to click on Cancel button.
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Save Filter: -
When clicked on the Save button, following validations will be done: -
Filter Name cannot be blank and cannot be greater than 50 characters.

Filter name & Configurator Type cannot be duplicate.
If the user is creating a new Filter then, the duplicate filter name will be checked into the
database as per the value selected in Save In drop down. I.e. if the user has selected
Project from Save In dropdown, then the duplicate value will be checked in VNX file else in
VUL file.
The number of rows in the Filter grid cannot be equal to zero.

At least one condition should be present in the grid.
After clicking the Save button, all the values will be inserted/updated into the database.
After saving the filter, the Available Filter From Library/Available Filter From Project lists will
be refreshed.
If the user has edited and saved an Active Filter, then a message will be flashed as You have
updated an Active Filter. Do you want to re-apply the same?
If the user selects Yes then the updated filter will be reapplied. If the user selects No then current
applied filter will be de-activated and the project will be populate all the items.
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Deleting a Filter: -
User can delete selected filter from User Library/Project. After clicking Delete button
following warning message will appear.
QIF 6
The message will have filter name (in above figure it is Filter1) to be deleted. If User
clicks on Yes button the selected filter will be deleted from the database. If User click on NO
button filter will not be deleted.
If the user is trying to delete the Active Filter, a warning message will be displayed as The
selected Filter is currently applied to the Project. Deleting the same will de-activate from the
project. Do you still want to delete this Filter?
If User clicks on Yes button the selected filter will be deleted from the database and will
be de-activated from the project. If User clicks on No button filter will not be deleted.
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Applying a Filter to current Project:
On clicking Apply button user can apply selected filter to the project items. If the number
of items filtered is zero (0) then a message will be flashed as to No results for the Filter. Filter
cannot be applied.
If the number of items filtered is greater than zero (0), the Activate/De-activate option from the
menu is enabled immediately. If an active filter is selected then Apply button will be disabled.
Close button
To close the filter window user can click on Close button.
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Filter effect on ValSpeQ Main Form: -

If any filter is set, it will be reflected on the ValSpeQ Main form and the Quote/Project
folder icon on the Project Tab will be replaced with New Filter Icon, Which will specify that project
has filter active. See following figure.
QIF 7
The above image displays the Project node when filter is active.
The status bar will display Filter status Filter ON if filter is ON other wise Filter OFF if filter is
OFF. If Filter is on then, the tool tip will display Filter Name with number of filtered items out of
total number of items from the project.
Activate/Deactivate option
Once a filter is defined & applied, the Deactivate option is enabled from Filter option
under Tools menu as well as under right click popup menu on Quote/Project menu. This option
toggles from Activate to Deactivate on selection.
If the filter is applied the Deactivate option is enabled. On selecting Deactivate option, the same
is toggled to Activate. On selecting the Activate option, the same is toggled back to Deactivate.
On clicking Activate menu the filter that is present currently in the memory will be
activated. The last filter that was applied from the filter screen will be stored into the memory. If no
filter is present in the memory then Activate option should be disabled.
QIF 8 From Tools Menu QIF 9 From Quote right click menu
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Refreshing a Filter:
Apply filter to current project .Add a new line item to current project. Save the newly added line
item. If the new item does not satisfy the filter condition, filter will become inconsistent. The line
item, which does not satisfy the filter condition, will appear in red color. When filter becomes
inconsistent user can reactivate filter using refresh filter option.
QIF 12
The above image displays the Project node when filter is inconsistent.
The status bar will display Filter status Filter Inconsistent. If Filter is inconsistent then, the tool
tip will display Filter is Inconsistent Use Refresh Filter Option. When filter becomes
inconsistent, Refresh option is enabled from Filter option under Tools menu as well as right click
popup menu on Quote/Project menu.
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Mass Change
The user can make a mass change onto the current project on Filtered as well as non-filtered
items. The changes are not made for frozen items.
To apply the Mass Change invoke Mass Change option available under Tools menu.
After clicking on Mass Change option a screen will be displayed. It will display information like
Project Name, Filter Name, and Number of target items for Mass Change.
The user can apply Mass Change for the following forms.
Positioner
Transducer
Booster
Switch
Solenoid
Tubing & Airset
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To make any changes to the any of the accessories, user will have to check the node correspond
to the screen name.
Once the changes are finalized, the user can click on the Apply button.
Before starting the Mass Change process Backup of the current project will be taken at users
personal folder and it will have extension as .RCV. The backup file will exist even after the Mass
Change process is completed in case to recover the original project file.
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After clicking on the Ok button, the Mass Change process will start.
When the Mass Change is in Process the progress will be displayed in the Status Bar.
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After updating all the items, ValSpeQ will verify whether Pricing needs to be recalculated for all
updated items. If so it will flash the following message if the Auto Update Price checkbox is
unchecked. If this checkbox is checked then ValSpeQ will auto-update price for all updated items.
If the user clicks on Yes button, pricing will be recalculated for all updated items. During
recalculation if ValSpeQ is unable to recalculate the pricing for some or all of the items then its
details will be displayed to the user.
After successful completion of the process following message will be displayed.
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Help
The options that would be available under this menu are: -
Contents
Search for help on
About ValSpeQ
The following screen displays the above-mentioned options under the Help menu.
Contents / Search for help on

Use these 2 menus to invoke the ValSpeQ help file.
About ValSpeQ
Functionality
Select this option to view versions of existing components on the machine.
The About ValSpeQ option can be invoked by selecting the Help option from the
application menu bar or Alt+H and then A for About ValSpeQ. Following screen will be displayed
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LODB Restrictors
If the fluid type in the Sizing and Selection form is Steam or Gas the Restrictor Button is
displayed on the Configuration Tab.
The Following figure shows the Restrictor Button:

On clicking the Restrictor button the Restrictor form is displayed.
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The following is the screen shot of the Restrictor form

On the Restrictor Form the qty field is initially 0 so no restrictor are seen .If the value of the qty
field is set to either 1,2,3 then those many restrictors are seen in the diagram
If the Calculate System button is clicked the required calculations are performed and the
results are displayed on the Restrictor form.
The following figure is when the qty value is 2 and the Calculate System Button is clicked:
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On clicking the Accept system button the restrictor calculation details are applied for the
corresponding Item or Template on the Sizing and Selection form and the Sizing & Selection
form is disabled.
On clicking the Cancel system button the restrictor calculation details are discarded and
previous Item configuration values are recalculated for the corresponding Item or template.
Sizing & Selection form is enabled.
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The following figure is after clicking on the Accept System button:
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ValSpeQ Messages
ValSpeQ Message Reason for occurrence How to Resolve
Export
No Items Available. when the export option is Invoke the option when
invoked & the current Project Items exist in the current
does not contain any Item(s). Project.
No Templates Available. when the export option is Invoke the option when
invoked & the current Project Templates exist in the
does not contain any current Project.
Template(s).
Directory [DIRECTORY The directory/folder path Create the specified
NAME/PATH]' does not exists. specified in the Save As directory/folder or specify
dialog box does not exists. the directory/folder path
that already exists.
Invalid file extension. Project When exporting Items the Provide a filename with a
Export Files should have ".vxp" export file extension specified .vxp extension or do not
extension. is other than .vxp. provide any file extension,
the same would be
appended automatically by
the application.
Invalid file extension. Template When exporting Templates the Provide a filename with a
Export Files should have ".vxt" export file extension specified .vxt extension or do not
extension. is other than .vxt. provide any file extension,
the same would be
appended automatically by
the application..
Project to Export is not found. Project Code is missing. PRG00001 is the default
Project Code i.e. CO_NUM project code that is
field from CO table is blank. inserted when a new
project is opened. Contact
ValSpeQ Support to make
necessary modifications in
the project file.
Select Item/s to Export. No Item/s is/are selected when Minimum one Item should
user click on the Export button be selected before clicking
on the Export button.
Select Template/s to Export. No Template/s is/are selected Minimum one Template
when user click on the Export should be selected before
button. clicking on the Export
button.
Please provide file name. Export button is clicked without Specify export file name &
specifying file name. then click on Export button
An error occurred while The export process failed due Try Re-generating the
exporting Project PRG00001 to to some error. export file. If the problem
File C:\TEST.VXP. still persists contact
Export file will be Deleted. ValSpeQ Support.
Invalid File Name. If specified file name is invalid. Specify a valid file name.
Failed to create file The export operation is failed Specify another file name
C:\TEST.VXP. to create the file. or Check for available disk
space.
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Import
An error occurred in the The import process is Try importing file once
application. unsuccessful. again or get the selected
export file again from the
other ValSpeQ user.
Invalid file selected. Select a file The selected files extension is Select the file with valid
having ".vxp" or ".vxt" other than .vxp or .vxt. extension i.e. .vxp or .vxt.
extension.
Invalid Project header The data in the header section Generate the export file
information. Parity Check failed. of the export file is corrupted again.
or not as per the expected
format.
Select File to Import. User has clicked on the Import Select an export file that is
button without selecting the to be imported & then click
import file. on the Import button.
Select Item(s) to Import. If item is not selected for Select at least one Item &
import. then click on the Import
button
Select Template(s) to Import. If template is not selected for Select at least one
import. template and then click on
the Import button
Type information missing in The data in the header section Generate the export file
header section. of the export file is corrupted again.
or not as per the expected
format.
Invalid Quote header If import files HEADER section Generate the export file
information. Parity check failed. contain invalid information. again.
Unknown section UNKNOWN The import file contains an Check recover.ini file for
found in Import File unidentified section. more information and
C:\TEST.VXP. correct the file if possible &
Import process will be aborted... try importing it again.
The associated Price List When the price list is used User can abort the import
PRICELIST' does not exist. Do while configuring the Item from process or proceed with
you still want to continue? the import file does not exists import process.
on the workstation that is
importing the data.
Import Completed. This message is displayed There is no problem in
Error(s) occurred while when length of new name import process except
importing following factory generated for importing factory displayed factory notes
note(s) for some of the Items. note is greater than 50. can not be imported.
Filter
Filter name cannot be blank If filter name is not specified & while saving the filter,
user click on the save button Specify the filter name.
of filter.
Filter for combo box cannot be If filter for combo box is blank. Select Control Valve or
blank Level from Filter for combo
while saving filter.
Save In combo box cannot be If Save In combo box is blank while saving filter Select
blank Project or Library from
Save In combo.
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Are you sure you want to delete When user has selected Click on Yes to delete
selected filter condition(s)? condition(s) and clicked on red selected filter condition(s)
cross button, message is and No to avoid
displayed to avoid accidental accidental deletion.
deletion of filter condition(s).
No filter condition selected. When user clicks on red cross Select filter condition.
button without selecting any
condition.
Are you sure you want to delete when user has selected Click on Yes to delete
following filter(s) from library? filter(s) from library and trying selected filter(s) from
Filter1,Filter2 to delete them, message is library and No to avoid
deletion of filter(s).
Are you sure you want to delete when user has selected Click on Yes to delete
following filter(s) from project? filter(s) from project and trying selected filter(s) from
Filter1,Filter2 to delete them, message is project and No to avoid
deletion of filter(s).
Filter1 already exists in Project. when the user has selected Click on Yes if want to
Would you like to replace it? filter from library and copying it replace the existing filter
to project and project consists from project with the
of filter with the same name, selected filter in library.
message is displayed to avoid Otherwise click on No.
accidental replacement of
filter(s) in project,
Filter1 already exists in Library. When the user has selected Click on Yes if want to
Would you like to replace it? filter in project and trying to replace the existing filter in
copy in library and library library with the selected
consists of filter with the same filter in project. Otherwise
name a message is displayed click on No.
to avoid accidental
replacement of filter(s) in
library.
Invalid Filter Condition. Check When user has entered invalid Check the input and make
the input filter condition and trying to the condition(s) valid.
save it or trying to move to
next AND tab.
Do you want to save filter When user has edited current Click on Yes to save the
Filter1? filter and without saving it tries filter. Otherwise click No
to close the filter screen.
Create Factory Notes
Entry required in Note Note Reference text box Enter reference into the
Reference field. contains blank data while Note Reference text box.
saving.
Entry required in Note Title Note Title text box contains Enter Title into the Title text
field. blank data while saving. box.
Entry required in Note Text field. Note Text text box contains Enter description into the
blank data while saving. Note Text text box.
A numeric entry is required for Net Price text box contains Enter numeric value into
price. blank or non-numeric data the Net Price text box.
while saving.
Select Category. No Category is selected from Select category from the
the Category combo box while Category combo box.
saving note.
Factory Note Reference Exists Try to save note with the Enter another reference,
236
in Project. reference, which is already which is not exist in

exist in Project. Project.
FN Group
Atleast one item should exist in When no factory note/s exist in Move one or more Factory
Notes Assigned to Group Assigned to group list while notes form Available
Listview. saving group. Factory notes in library list
to Notes Assigned to
group.
FNGroup Name cannot be While saving group FN Group Enter Group name into the
blank. Name Text box contain blank FN Group text box.
data.
Add FN Group First. If no Group is exist and we try Click on Add button first &
to move factory note from then transfer factory note
Available Factory notes in from library to group.
library list to Notes Assigned to
group.
FN Group Name already exist. Try to save FN Group with the Enter different Group name
existing FN Group name. into the FN Group text box
Create Collections
FN Collection string already Try to save the collection, Change the notes in the
exists. Please create another which is already, exist for that collection.
FN Collection. group.
FN Collection string is already While editing collection is Change the notes in the
exists. selected that is already exist in collection.
that group.
At least one Factory Note If no factory note is checked Select at least on factory
should be checked. Please and try to save collection. note.
select Factory Notes.
Please select FN Group. No FN Group is selected while Select FN Group from the
Click on Add or Edit button. FN Group combo box.
Please select FN Collection. No FN Collection is selected Select FN Collection from
while click on the Edit button. the FN Collection combo
box.
Please select atleast one While saving, No Note from Select at least one note
Factory Note. the list is checked. from the list.
Apply FN Collection
Select atleast one Collection. When no collection is selected Select a collection from the
from the FN Collection combo FN Collection combo box.
box.
Find & Replace Factory Note

Find and replace factory note When Find Note Reference Select different Note
reference are same. and Replace Note Reference References in Find and
are equal. Replace combo boxes.
User Preference
Max Sound Level must be When Min Sound Level is Enter Min Sound Level
greater than Min Sound Level. entered greater than Max less than Max Sound
Sound level Value. Level.
Min Sound Level must be less When Max Sound Level is Enter Max Sound Level
than Max Sound Level. entered less than Min Sound greater than Min Sound
Level Value. Level.
237
Please Enter Initial/Increment When Use Tag Mask Check Enter Initial and Increment
Tag Value. option is checked and if no Values in corresponding
value or zero value are text boxes for tag.
entered in Initial and Increment
text boxes.
Please Select Default Price List When no Price List is selected Select Price List from Price
Fist. in Price List Default combo List Default Combo box.
box when saving changes.
Please select a Primary Source When no Primary Source Select Primary Source
Facility. Facility is selected in Primary facility from Primary
Source Facility combo box. Source Facility Combo
box.
Project Defaults
Please Enter Initial/Increment When Use Tag Mask Check Enter Initial and Increment
Tag Value. option is checked and no Values in corresponding
values are entered in Initial text boxes for tag.
and Increment text boxes.
Freeze Item
Item cannot be freeze. If the process of freeze Item Validate the line item and
fails due to some error. invoke freeze option again.
Freeze All
No Items to Freeze. Cannot Freeze All Option is invoked Invoke Freeze All option
Proceed. when no valid unfreeze line when there is at least one
item is present in the project. valid unfreeze item present
in project.
Unfreeze Item
Item cannot be unfreeze If the process of Unfreeze Item Select Item and invoke
fails due to some error. unfreeze option again.
Unfreeze All
No Items to Unfreeze. Cannot Unfreeze All option is invoked Invoke Unfreeze All option
Proceed. when no valid freeze line item when there is at least one
is present in the project. valid freeze line item
present in project.
Mass Change
Failed to take backup. Aborting If the process of taking backup Try to apply mass change
Mass change process... is failed due to some error. again.
No lines for mass change. Mass Change option is Invoke Mass Change
Cannot proceed for mass invoked when there is no option when there is at
change. unfreeze line item present in least one unfreeze line
current project. item present in current
project
Records are frozen. Cannot Mass Change option is Invoke Mass Change
proceed for mass change. invoked when only freeze line option when there is at
items are present in the least one unfreeze line
current project item present in current
project
Please select atleast one If Apply Mass Change button Select and change at least
accessory for Mass Change. is clicked without selecting any one accessory for Mass
accessory from the list. Change.
No changes for Mass update. If without changing any Change at least one
Please make sure you have accessory Mass Change accessory and click Apply
238
changed Accessory information. option is invoked. Mass change again.

Others
Application already running! The application is already Check whether the 2nd
open. instance of the application
is running.
Cannot open Database. Check 1. The Application tries to Reinstall the software
Database files. copy the ValspeQNx.vnt
file with a new name.
2. While trying to open the
file from recently used
locations and the file does
not exist
239

ValSpeQUserManual 380

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User Manual ValSpeQ 3.

Release: May 2008

Topic Topic Description

Maintain User-Editable Quote Numbers.

Generate envelope dimensioned drawings and various reports in multi-language including:

ValSpeQ is distributed in 3 different editions.

System Requirements Hardware & Software

Postal Address : Dresser, Masoneilan

Telephone : (508) 586-4600

Tele Fax : (586) 941-5497

Client Name : Type Your Company Name

User Name : Type Your Name

Application : ValSpeQ 3.60

Error Description : Provide the following Information

1. Error Description or Message

Getting Started with ValSpeQ Application

From the Windows taskbar click Start, Programs, ValSpeQ.

Menu Bar Project File Name

The Navigation section is split into two

Quote Number Folder/Node

Right Click Menu

Template Library Folder/Node

Right Click Menu

Application Work Area

Application Work Area

Application Menu Bar

The following menus are available on the application menu bar

The list of functions is as follows:

1.1 New Project

The following screen is displayed on invoking the New Project option.

1.2 New Configuration

The New Configuration now provides two options as:-

How to Save New Configuration?

Blank Size & Selection screen

1.3 Open (Existing Project)

The following screen is displayed on invoking the Open option.

This option facilitates the user to save the current project.

The following screen is displayed on invoking the Save option.

The Import is split into two

The following screen will be displayed for Import Item.

As the utility starts, the progress bar will be displayed.

The following screen will be displayed for Import Template.

Export file name List of Templates

As the utility starts, the progress bar will be displayed.

The Export is split into two

Export Type List of Items in Project

Factory Note Option Pricing Option

As the utility starts, the progress bar will be displayed.

The following screen will be displayed for Export Template.

Export Type List of Templates in Template Library

Factory Note Option

As the utility starts, the progress bar will be displayed.

Invalid Line Items dont get freezed.

1.10 Search Tag

After clicking on Search Tag option following screen will be displayed.

To close the Search Tag Form click on the Close Button.

1.11 XML File

Click on OK button to return to ValSpeQ application.

Following screen will be displayed for XML File.

1.12 Project Preferences

On the project preferences form following tabs are displayed

By default Calculation Variables Tab is displayed.

Unit of Measure Tab