Ned4real

Fisher FIRST 2 1
Fisher FIRST 2 1
Fisher FIRST 2.1
Fisher FIRST 2.1
End User Training
End User Training
Mgr, Order Generation Processes
z Dallas Deike
Data Maintenance Team:
z Dennis Lemker
z Pete Pietsch
z Duane Dixon
z FCEC Support
Revised 4/7/10
Revised 4/7/10

First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
First 2.1 Shortcuts
z Citrix Logon Portal: [Direct Link]
http://valvessymphony.emrsn.org
A t V l t
Access to Valves system
Click: Log in to Applications -> Select: Production/Training
z Navigation:
The Data Center Services application links for Citrix the
– The Data Center Services application links for Citrix, the
Emerson Help Desk, new Valves accounts, and FIRST 2.1,
can be found at the left side of the screen.
z Links
– The Customer Address Maintenance Form link on the right
side of the page will redirect you to Customer Financial Services.
http://intra.emersonprocess.com/cfs/
– The Frequently Asked Questions & Symphony eDocs links
q y Q y p y
can be found under Symphony User Information at the right side
of the page.
[File Name or Event]
Emerson Confidential
27-Jun-01, Slide 2
2

Help / Support
Help / Support
Help / Support
Help / Support
Help / Support
Help / Support
Help / Support
Help / Support
z Emerson Support - ITSS
Emerson Support ITSS
z Fisher FIRST Support Document
z For Order Processing Issues contact 641-754-3131
g
z FIRST 2.1 Help Screens can be found on most screens
by pressing F1 or the Help button when there is one.
Fi t 2 1 t i i l i il bl i Fi h W b
z First 2.1 training manual is available in Fish Web
27-Jun-01, Slide 3
3

Help Screens
Help Screens –
– Did You Know & Helpful
Did You Know & Helpful
Hints
Hints
Help Screens
Help Screens –
– Did You Know & Helpful
Did You Know & Helpful
Hints
Hints
Hints
Hints
Hints
Hints
z Under Help menu , Did You and Know ? / Product
Configuration Helpful Hints e-mails have been uploaded
as .pdf (Portable Document Format ) file for you to access
them with-in Fisher FIRST
27-Jun-01, Slide 4

N.A. Fisher FIRST Support Pg1
ITSS SERVICE DESK SUPPORT
Level 1 Support
866-457-4877 Web Page
ACTIVITY
http://apps.mt.na.emersonprocess.com/FisherFirstUserRequest/Def
ault.aspx
New User Account Requests
Citrix Account Password Issues
Locked User Transaction
E-Mail:
itss.servicedesk@emrsn.com
ITSS SERVICE DESK SUPPORT
Account Password Issues
Symphony Support (down)
Fisher FIRST Not Available
Internet:
http://itss.servicedesk.emrsn.com
CFS SUPPORT
952-828-3700 Web Page
New Symphony Customer & Ship To Set Up http://intra.emersonprocess.com/cfs/
SD&S QUEUE
Contact Industry Group
ACTIVITY
Fisher Specification Manager
Valve Sizing
Actuator Sizing
Stroke Speed Cal.
Specials Pricing Quotation
27-Jun-01, Slide 5
5
p g
Deals Set-up / Maintenance

DATA MAINTENANCE QUEUE
Fisher FIRST 2.0 Long Term Support Strategy
ACTIVITY
Data Issues (Model, Pricing, etc…)
Drawing Generation
General Quote Issues
Reports / Proposal Generation
Symphony QTO
Symphony QTO
ITSS SERVICE DESK
866-457-4877 SD&S QUEUE
ACTIVITY ACTIVITY
New User Account Requests
Citrix Account Password Issues
Fisher Specification Manager
Valve Sizing
Account Password Issues
FIRST 2.1 Support (down)
Fisher FIRST Login Issues
g
Actuator Sizing
Stroke Speed Cal.
Specials Pricing Quotation
Deals Set-up / Maintenance
CFS SUPPORT OPERATIONS QUEUE
CFS SUPPORT OPERATIONS QUEUE
952-828-3700 ACTIVITY
New Symphony Customer & Ship To Set Up Order Controller Issues
ASE Service
eWay Support
27-Jun-01, Slide 6
6

z Who to call?
– ITSS Help Desk for all questions and issues
– ITSS Help Desk for all questions and issues
– Phone: +1-866-HLP-ITSS (+1-866-457-4877) in the US or +63-2-
702-1844 direct line
SERVICE LEVEL 1 ITSS SERVICE DESK / COVERAGE
• SERVICE LEVEL 1 ITSS SERVICE DESK / COVERAGE:
– Normal Hours: 24 hours / 7 days wk
• SERVICE LEVEL 2 (ITSS directs to appropriate queue)
COVERAGE:
– Normal Hours: 8 hours / 5 days wk,
Normal Hours: 8 hours / 5 days wk,
– M-F, 7:30 am - 4:30 pm (Central Time)
27-Jun-01, Slide 7
7

Contacting the ITSS Helpdesk
z Please reference “Fisher FIRST” in any phone or email conversation
with the ITSS Service Desk for Level 1 support issues.
(866-457-4877 opt 1)
(866-457-4877 opt. 1)
z There are 2 distinct Helpdesk processes in place depending on the
version you are using. The steps required for the Valves (FIRST 2.1)
version are very different than what’s required for the Allied version.
M ki it l i i ith Fi h FIRST ill di t ti k t
Making it clear your issue is with Fisher FIRST will direct your ticket
to the right processing queue, and make sure the correct steps are
followed to resolve your issue.
z ITSS support tech will ask a series of questions to get the required
z ITSS support tech will ask a series of questions to get the required
info to resolve your issue. If it meets a Level 1 criteria, they may be
able to resolve your issue while on the phone. If it’s a Level 2 issue,
they will relay a ticket to the appropriate group based on certain
issues you are experiencing Someone from that group will follow up
issues you are experiencing. Someone from that group will follow up
either by phone or email a short time later.
27-Jun-01, Slide 8
8

What is Fisher FIRST 2.1 ?
z Fisher FIRST 2.1 is a common quotation & quote to order tool
for Sales Reps.
It i fi ti tilit th t ll LBP’ t l t fi
– It is a configuration utility that allows LBP’s to select or configure
products offered by the Valves/Regulator/RAS plug-in.
– A Quote generation tool with price, drawings, recommend spares,
etc… for the customer.
– Web based on-line tool allowing access from any computer with
an internet connection
– A pricing tool to provide LBP access to current products and
prices
– A Quote to Order processing system to replace the current IBM
based system.
27-Jun-01, Slide 9
9

Why Fisher FIRST 2.1 ?
z Information available at quote stage that was formerly available
only after the order was committed
C t O tli D i
– Customer Outline Drawings
– Recommended Spares Parts List
z Eliminate Pricing Discrepancies
– Pricing Validated BEFORE Fisher receives order
– Correct prices will be quoted to customers
– Stops unauthorized discount from being applied
z Validated construction BEFORE Fisher receives order
– Valid constructions at quote & order entry
z Central maintenance of products and price records
z Central maintenance of products and price records
– Faster product introductions
27-Jun-01, Slide 10
10

z Uses the IEC Standard (International Electrotechnical
Commission)
– Creates level playing field for severe service
z Product Model becomes the master data; Incorporates;
– Corporate Item Master, Location Item Master
– Catalog 10 & 12 (sizing), OED 1 & 2 (pricing)
– One Engineering Master (paper and electronic)
z Single common customer address book that can be used
b ll E Di i i
by all Emerson Divisions
– Foundation for shared Credit & Receivables
z Supports Fusion / Oracle rollout
O l d f t d d t t l
– Oracle needs front end order entry tool
– Legacy FF 1.2 & OPS have limited life & capabilities
27-Jun-01, Slide 11
11

BIG change for Fisher & LBP’s
BIG change for Fisher & LBP s
z New product nomenclature
P d t tt ib t FS b / ti
– Product attributes vs. FS number / options
z Detailed product and customer-based pricing deals
z New sizing and noise prediction standards
z LBPs operate in their local Sales Office Business Systems
– Central vs Local server / Concerns over control & risk
– Checking local inventory for order fulfillment
z Scope, logistics, and impact of deployment is worldwide
– Fisher doesn’t have recent experience (OPS and FF1.x)
– Required support staff during and after deployment
– Not as many 30-year vets in offices as once
27-Jun-01, Slide 12
12

Valves Order Process Flow
Valves
Pl i
Symphony User Interface – Enter Customer Order
S h
Symphony Order Controller (Validation)
Plugin
Orders NOT
Symphony Symphony Out Router
NOMIS
O de s O
validated
Integrated LBP
Business Systems
VALVES
OPS
NOMIS
Systems
Validated
Orders
ORACLE
27-Jun-01, Slide 13
13
Manufacturing Systems

Tour to Fisher First 2.1
Tour to Fisher First 2.1 –
–Quote Only
Quote Only
Tour to Fisher First 2.1 –
–Quote Only
Quote Only
Tour to Fisher First 2.1 Quote Only
Quote Only
Tour to Fisher First 2.1 Quote Only
Quote Only
z A Demo to FF2.1, Quote to Order Process
27-Jun-01, Slide 14
14

Transaction Master
Transaction Master
Transaction Master
Transaction Master
Transaction Master
Transaction Master
Transaction Master
Transaction Master
Users will only see
transactions for their work
group. They will only be able
to see transactions from
other work groups if they
have been granted
permission.
permission.
27-Jun-01, Slide 15
15

Training Exercise 2
Training Exercise 2 –
– Configure Columns &
Configure Columns &
Search Transaction
Search Transaction
Training Exercise 2
Configure Columns &
Search Transaction
Search Transaction
Sea c a sact o
Sea c a sact o
Sea c a sact o
Sea c a sact o
z Configuring Quote Columns in the Transaction
Master
1. SEARCH BY: Click Quotes
2. Click the Configure Columns
8. Sales Order Type, Click Add
9. Total Price, Click Add
10. Click Update
11 Check Save As Default Search
g
3. Under Available Fields Add the following:
4. Transaction Name, Click Add
5. Customer Ref, Click Add
6. Sales Person, Click Add
Company Name, Click Add
11. Check Save As Default Search
z Searching for a Transaction
1. Click Search by Date ( this screen allows you
to be more specific for Quotes & Orders)
p y ,
7. Modified, Click Add
8. Started, Click Add
9. Click ‘Update’
10. Use the Up and Down arrows to arrange the
display to suit your needs.
to be more specific for Quotes & Orders)
2. Note that the tab heading shows NO when
Search by Date is turned off and YES when it
is turned on. Select No for the Search by
Date field
3. Click Textual Search
p y y
11. Use the Remove button if you no longer want
a field in your display
z Configuring Order Columns in the Transaction
Master
1 Click the Config re Col mns
4. Select Quotes.
5. For In Field, select Transaction Number
6. For Find, Type your workgroup number, a
dash and your initials with no spaces
7. Click Search.
1. Click the Configure Columns
2. Under Available Fields Add the following:
3. Rep Order ID, Click Add
4. Transaction Name, Click Add
5. Company Name, Click Add
8. To search for Orders,Switch to Orders
9. Fill in the fields with the same criteria
10. Click Search
– NOTE: You may set your column fields &
field sizes to best fit your preferences.
Thi i l l f h t
27-Jun-01, Slide 16
16
6. Modified, Click Add
7. Entered, Click Add
This is only an example of what some
users have done.

Training Exercise 2
Configure Columns &
Search Transaction
Search Transaction
Training Exercise 2
Configure Columns &
Search Transaction
Search Transaction
Sea c a sact o
Sea c a sact o
Sea c a sact o
Sea c a sact o
27-Jun-01, Slide 17
17

User Profile Settings
User Profile settings
are used to default to
values that a user
i ht t i ll l t
might typically select
repeatedly while in
First 2.1 Common.
These values can be
changed to other
g
values in First 2.1 as
the order dictates.
NOMIS users
SHOULD NOT set
SHOULD NOT set
their User Defaults
for Rep Line Number
copied from Cust
Line number. NOMIS
fills in the Rep Line
Number before the
order is committed
back to FF2.1.
27-Jun-01, Slide 18
18

User Profile Settings -
-Quote and Order
Quote and Order
User Profile Settings -
-Quote and Order
Quote and Order
NOMIS Users
need to set
following specific
g p
fields for Quote:
Display Factor –
0.01
Users need to set
following specific
fields for Order:
Displa Factor
Display Factor –
0.01
Ship Partial – Yes
Rep Line Number
Rep Line Number
- None
27-Jun-01, Slide 19
19

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

Navigation Pane
Navigation Pane
Navigation Pane
Navigation Pane
From the Navigation Pane a
user can access various parts of
a transaction. The navigation
g
pane is opened by moving the
mouse focus to the blue bar and
closed by moving focus off the
navigation pane
The time delay on the
Navigation Pane can be
adjusted in the User
Preferences from the Tools
menu.
27-Jun-01, Slide 21
21

Permissions to Quote
27-Jun-01, Slide 22
22

Line Item View
Line Item View
Line Item View
Line Item View
z Shows all line items for a particular quote or order in a transaction
27-Jun-01, Slide 23
23

Item Detail View
Item Detail View
Item Detail View
Item Detail View
z Shows the product configuration details for each component in an item.
27-Jun-01, Slide 24
24

Guided Selling
Guided Selling
Guided Selling
Guided Selling
Guided Selling
Guided Selling
Guided Selling
Guided Selling
z Developed for Europe to support FAST Program
z Based on the attribute values selected the tool will output all the available Product
z Based on the attribute values selected, the tool will output all the available Product
Numbers where the user selected attribute values exactly matches.
z Works for both STD and Special constructions
z Each Product Number in the “Search” screen also includes ‘Usage Count” and Lead
Time(LT) .However LT is NOT functional today in FIRST for N.A
27-Jun-01, Slide 25
25

Guided Selling
Guided Selling –
– Points to Remember….
Points to Remember….
Guided Selling
Guided Selling –
– Points to Remember….
Guided Selling
Guided Selling Points to Remember….
Guided Selling
Guided Selling Points to Remember….
z At least One Primary attribute selected to enable
the new “Search” button
z Functional for Europe ONLY with FAST& Lead
Time data tied to Fisher FIRST2.1.
z Future Plans for North America – User Input?
z Configuring Products through this NEW “Search”
Configuring Products through this NEW Search
screen would set the Values in Normal Font .Any
user selected/or values set by Sizing in Black
Bold/or Blue will change to Normal Font
Bold/or Blue will change to Normal Font
27-Jun-01, Slide 26
26

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

Fisher FIRST
Fisher FIRST
Fisher FIRST
Fisher FIRST
Valve Sizing Features
Valve Sizing Features

First 2.1 Sizing Features
z Valve sizing based on ANSI/ISA-S75.01.01-2002
– Fisher methods augment standard methods (non-ideal, two phase
flow etc )
flow, etc.)
z Incorporates both Fisher and IEC Noise calculator for Noise
calculations .Aerodynamic noise is calculated at LpAeTrim1m ,
L A O tl t1 L A V l 1 L A V l R
LpAeOutlet1m, LpAeValve1m , LpAeValveRn
z NO Cg Cs Km C1 (Fisher Terms) in FIRST2 1 – IEC/ISA’s
z NO Cg , Cs , Km , C1 (Fisher Terms) in FIRST2.1 IEC/ISA s
equivalent terms are Cv , Fl instead of Km and Xt instead of C1.
I FIRST2 1 ( ) i G Id l R l G 2 Ph
z In FIRST2.1 , gamma(γ) in Gas, Ideal vapor ,Real Gas ,2-Phase
Gas /Vapor represents Specific heat ratio(k) NOT Specific heat
ratio factor (Fk) . Fk = K/1.4
27-Jun-01, Slide 29
29

z Radio Features
– Mass and Volumetric units for Gas and Liquid flow rates
Viscosit t pes
– Viscosity types
– Solver for Q,Cv, and dP
– Turbulent and Non-Turbulent flow selections
Piping Size/Thickness
– Piping Size/Thickness
z Check Boxes
– If unknown, FF2.1 can estimate Z1(Compressibilty), Pv (Vapor pressure),
Optional Velocity (For Liquids), Saturation Temp
p y ( q ), p
z Less “Look-up” Values
– Will input pipe upstream and downstream areas for V1 & V2 calculation
from the pipe dimensions D1 and D2 and schedule/thickness inputs
– Valve outlet area (Ao) automatically assigned based on valve type and
size selectionsÆ helpful in calculating control valve outlet velocity (Vo)
27-Jun-01, Slide 30
30

Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
Set Defaults Wizard
z Sets default values for Fl,Fd
and Xt based on the
Product family and sub
group.
z Upon valve selection, the
correct values at for the
% opening based on will be
% opening based on will be
refreshed and Cv is
recalculated.
27-Jun-01, Slide 31
31

Sizing Configuration Screen
z User Defaults: Sizing your way
– English Metric or Custom Units can be saved as a
– English, Metric, or Custom Units can be saved as a
user default and applied to your sizing
– Condition names can be edited to read in the way you
t d d
want and saved
– Atmospheric Pressure units can be selected and
convert easily between absolute (a) and gauge (g)
convert easily between absolute (a) and gauge (g)
27-Jun-01, Slide 32
32

Config / User Preferences
z Copies the service condition data from
the condition focused on
z Pastes the condition data to the
condition name where the user right
clicks
z Pastes the condition data already
copied to all service conditions of an
it
item
z Edits the decimal precision setting for a
single variable or for all numeric
variables used in sizing
z Adjusts the Condition Column width to
Def Min or Max value
z Adjusts the Condition Column width to
a custom size
z Saves all the radio button selections on
the left of sizing screen and stores it as
an user preference. Every time user
enters sizing for a new item it defaults
27-Jun-01, Slide 33
33
to those radio button selections.

z Edit Text /Background color in
the sizing grid and can be
saved as User Default
saved as User Default
z Prints the Spreadsheet
z If checked, it shows all
input and output variables
input and output variables
in short forms eg: Qg for
Volumetric Flow rate of Gas
z Provides info of a sizing
z Provides info of a sizing
variable in the form of tool tip
text by clicking on the row
where the desired variable is
present
27-Jun-01, Slide 34
34

Flow Co
Flow Co-
-eff Screen
eff Screen
Flow Co
Flow Co-
-eff Screen
eff Screen
Flow Co
Flow Co eff Screen
eff Screen
Flow Co
Flow Co eff Screen
eff Screen
z To Find regulators that suits the
application/Fluid and other service
conditions .
z Opens the Product bulletin for the
valve selected
z Save the flow co-eff data
z To exit Flow co eff screen
z To exit Flow co-eff screen
z Shows the recently selected Valve
types (Max last 5 types) and User
can pick one from that list
z Edit the Color of Hits (Cv hit on
row), Restricted Trim and user
selected row in Flow co-eff
z Shows the graph with Cv vs travel
g
marking the calculated Cv on the
valve characteristics graph
27-Jun-01, Slide 35
35

First 2.1 Sizing helps check your work
z Is your sizing in sync with your selection on Flow
Coefficient Screen?
– Valve size (dv), Trim, Ao data in sizing screen checked with size
and Trim data selected by user in Flow Co-eff screen. If
mismatched, it asks user to synchronize.
z Did you enter the correct P and T for your fluid state?
– Eg: In Steam sizing P,T inputted should fall in the steam zone.
Otherwise First 2.1 gives warning messages and aborts Cv
g g g
calculation
z Is your Cv too high for your size inputs?
If Cv is too high for the dv D1 and D2 inputted the Cv
– If Cv is too high for the dv, D1, and D2 inputted, the Cv
calculation will be aborted and a warning message given
27-Jun-01, Slide 36
36

P & T Validations
P & T Validations
P & T Validations
P & T Validations
P & T Validations
P & T Validations
P & T Validations
P & T Validations
z First 2.1 considers Max (P1…Pn) from service condition as
the Design and Shutoff Pressure .
g
z First 2.1 considers Max(T1…Tn) from service condition as
the Design Temperature
z First 2.1 considers Max(dP1…..dPn) from service condition
as the Flowing Drop
z All the above are used to validate the
Valve Body & Bonnet Material ANSI P&T Rating , Trim P&T limitations ,
Bolting P&T limitations Packing Material If any/all are violated as per the
Bolting P&T limitations ,Packing Material .If any/all are violated as per the
rules defined in ASE Product Model then below message will be thrown
when the sizing data is saved .
27-Jun-01, Slide 37
37

Validation Guidelines FIRST 2.1
1)Pressure/Temp Checks are all “less than”
Point to point checks leave a gap where a construction may be valid but falls outside the
less than check. It does not interpolate between points.
27-Jun-01, Slide 38
38

2) Less Than checks mean we cannot perform checks for applications that
are too cold
The tool cannot tell you that WCC is only valid for temperatures greater than -20 Deg F.
y y p g g
3) The tool does not know anything about the media flowing thru the valve
It cannot tell you that a material is not available based upon oxidizing or non-oxidizing
service or lubricating or non-lubricating service or oxygen service or any other media
restrictions
restrictions
We use the lower lubricating service “B” Torque Values for actuator sizing. If service is non-
lubricating you need to override the B factor to the higher value.
Temperature limits based upon the type of service are loaded to the tool as the most
conservative value.
4) St l d h ft t li it t h k d
4) Stem loads or shaft stress limits are not checked
5) There is NO handwheel sizing. Handwheel limits are checked only
against the max end of bench set.
6) Actuator Sizing is not forced upon you. You can perform it for one set of
6) Actuator Sizing is not forced upon you. You can perform it for one set of
values, change to a bigger port size or higher friction packing, and the
tool will NOT force you to re-size.
27-Jun-01, Slide 39
39

Noise Prediction Features
z IEC 60534-2-1 1998 & Fisher noise prediction standards
– IEC Standard creates level playing field for severe service
– Fisher noise also available for Gas, Ideal Vapor and Steam, Real
Gas sizing methods
z Noise can be predicted at new locations
– Trim, Outlet, & Valve LpA at 1m
– Valve LpA at Rn
– Diffuser, Diffuser Outlet, and Total Diffuser LpA at 1m
, , p
z Downstream temperature and density input options now
available
Better estimate of noise velocity etc in the downstream piping
– Better estimate of noise, velocity, etc. in the downstream piping
– Especially valuable when doing diffuser sizing
27-Jun-01, Slide 40
40

Diffuser Sizing
Diffuser Sizing –
–Fisher FIRST 2.1
Fisher FIRST 2.1
Diffuser Sizing
Diffuser Sizing –
–Fisher FIRST 2.1
Fisher FIRST 2.1
Diffuser Sizing
Diffuser Sizing Fisher FIRST 2.1
Fisher FIRST 2.1
Diffuser Sizing
Diffuser Sizing Fisher FIRST 2.1
Fisher FIRST 2.1
z 6010,6011,6012,6013 and WhisperDisk can be sized in
First 2.1
z Fixed Cv Method
– Can select Diffuser Cv & FF2.1 splits the total system dP to Valve
and Diffuser dP
and Diffuser dP
z Fixed Pd Method
– User chooses dP split between Valve and Diffuser and calculates
Diffuser Cv
D i C diti f t t l Diff C V l
z Design Condition feature controls Diffuser Cv or Valve
dP, and pipe data for all service condition
– These conditions are copied to all conditions when user hits
“calculate” button
27-Jun-01, Slide 41
41
calculate button

Valve Sizing
Valve Sizing Actuator Sizing
Actuator Sizing
Valve Sizing
Actuator Sizing
Valve Sizing
Actuator Sizing
Valve Sizing
Actuator Sizing
From Shut-Off
Pressure in SS From Shut-Off
27-Jun-01, Slide 42
42
Valve Sizing
From Shut Off
Pressure in
Rotary Valve
Sizing
From Design
Pressure in
Valve Sizing

Questions?
Questions?
Questions?
Questions?
Questions?
Questions?
Questions?
Questions?
27-Jun-01, Slide 43
43

Training Exercise 4
– New Quote
New Quote
Training Exercise 4
– New Quote
New Quote
Training Exercise 4
Training Exercise 4 New Quote
New Quote
Training Exercise 4
Training Exercise 4 New Quote
New Quote
1. Click on File Open New Quote or
2. Under file, the tool bar has a ‘Q’ in RED click
on the Q
3. Enter a Transaction “Name” & “Sales Office
R f ”
14. Depending on what you set on your USER
PROFILE:
– Select Terms and Conditions: Standard
F-R T&Cs
S l t P t T N t 30
Reference”
4. Slide Mouse to the Left and Click on “Quote A”
5. Complete the “Customer Reference” info in the
“Quote Header” tab.
6. Check the dates on the right hand and change
if needed
– Select Payment Terms: Net 30
– Select Sales Order Type: SO or Standard
Sales Order
– Select Billing Type: Sales Office
15. Click the Hdr Notes tab
16 Under Add/Edit Notes select a note code (
if needed
7. Click on “Customer “ tab at the top
8. Proposal to: Click on the binoculars “in field” is
Company, Find is BOWATER
9. Click on Find.
10. Select Customer Number 194058 (Bowater
16. Under Add/Edit Notes, select a note code (
example G05 ) by using the note type or the
note description
17. Type in a note in the Note Text box
18. Click New, Select a Note Code, enter a text note
19. Click on the “Delivery/Reference” Tab. The
10. Select Customer Number 194058 (Bowater
Inc. / Catawba)
11. Click Open
12. Click the Yellow Box + sign to add to favorites
13. Click Agreement button ( this will add the
customer to the Agreement With. Or click the
binoculars to search for a different Agreement
19. Click on the Delivery/Reference Tab. The
following should be filled in from your user
profile.
21. Freight Payment: PrePaid & Add
22. INCO: FOB Shipping Point
binoculars to search for a different Agreement
With Customer. 23. Ship Priority: Standard Order
24. Save your transaction
27-Jun-01, Slide 44
44

Training Exercise 5
– Valve Sizing
Valve Sizing
Training Exercise 5
– Valve Sizing
Valve Sizing
Training Exercise 5
Training Exercise 5 Valve Sizing
Valve Sizing
Training Exercise 5
Training Exercise 5 Valve Sizing
Valve Sizing
1. Slide mouse to the left in the Blue and click on
“Fisher Valve,Regulator & RAS”
2. Click “Add New Item”
3. Click on Size Valve & Regulator (Now you are
i Si i )
14. Right Mouse click again and select Paste
conditions to all.
15. Modify Min, Max and Other to reflect their
inputs and click Calculate. Example change
Min Flow rate to 100 and Max Flow to 500 to
in Sizing)
4. Click the Config button
5. Set to All English
6. Click Save as User Defaults, click Apply Units
to Item and then click OK to save sizing
configuration, then click Close.
Min Flow rate to 100 and Max Flow to 500 to
get 3 different conditions.
16. Manually change the Design Pressure in the
Valve/Reg Data from 250 psig to 300 psig.
Now hit ‘Calculate’
17. Click “ Flow Coef Catalog”. Give ‘Yes’ to save
changes message. Scroll down till you find ED
configuration, then click Close.
7. Click On LIQUID (top Left Side) then select
Volumetric for Liquid Flow.
8. Under NORMAL enter the following conditions:
9. Enter My Liquid, Q1=250, P1=250, dP=100,
SG=1, Nu=1, Pv=1, Pc=3208
changes message. Scroll down till you find ED
18. Click the Plus Sign box on ED, Click Equal
Percent
19. Click on 2 inch 2-5/16 port (will turn to a dark
shade) Click Save
20. Click Graph, Click Close, Click Done,
10. Click on “Default Wizard” (Lower right ) Select:
“ Sliding Stem Valves” then “Globe” “Set
Defaults” (this will set the default valves for FL
FD &Kc,)
11. Pipe Size up=2, Pipe Schedule=STD, Pipe
Size Down=2,Pipe Schedule Down=STD.
Dv=2
21. Click OK the Sizing has been recalculated.
22. Click Done, and Click Yes to Save Sizing Data
Message
23. Now you’re back to the Edit Config Screen
24. Click Done, (The Values in BLUE have been
brought over from sizing)
Dv=2
12. Click on CACLUATE (CV Should be 25) Click
Save Conditions to save your conditions.
13. Right mouse click on Normal and select Copy
Condition
brought over from sizing)
25. Click Set Defaults and review settings (Now
body is completed)
26. Click Price
27-Jun-01, Slide 45
45

Training Exercise 6
– Actuator Sizing Pg1
Actuator Sizing Pg1
Training Exercise 6
Actuator Sizing Pg1
Training Exercise 6
Training Exercise 6 Actuator Sizing Pg1
Actuator Sizing Pg1
Training Exercise 6
Actuator Sizing Pg1
1. Click Edit Config
2. Under Product Line type ‘667’, hit enter, type
‘DVC6010 SS’, hit enter,
3. Click ‘done’.
16. Place your focus on Upper Bench Set, and
right-mouse click. Select Change Decimal
Precision of Variable.
17. Change Precision of Variable to 0 by clicking
down arrow Click ‘Save’
4. Go to ‘Edit Config’ & Click on “Size Actuator”
5. Select ‘0-18 psi’ for operating range. Enter P2
Min = 0 for full shutoff drop of 250 psig
6. “With side MO” Select Yes
7. Click Calculate
down arrow. Click Save .
18. Click ‘Save’ & then Click ‘Done’,
19. Back to the Item Configuration screen click
“Done”
20. Click 667 tab at the top, the attributes values
in Blue are from Actuator Sizing
8. Now you have the available actuators with the
smallest size and the strongest spring first
9. Select the first one by double clicking on it or
Click “Select”
10. Note the Calculated Results on the right
11 Place your focus on Lower Bench Set and
21. Set the Defaults
22. Click DVC6010 SS Tab.
23. Select ‘3/8 316SST Tubing & SST Swagelok
Fittings’ as Tubing & fitting material
24. Set All Defaults, Click Price (upper right)
11. Place your focus on Lower Bench Set, and
right-mouse click. Select Change Decimal
Precision of Variable.
12. Change Precision of Variable to 0 by clicking
down arrow. Click Save
25. Click Edit Config and then click on “Size
Actuator”
26. Select “Stroking Speed” radio button
27. Type in 20 psig Air Supply
28. Click the F1 key on your keyboard to invoke
Fisher FIRST Help
Fisher FIRST Help.
29. Click on Performing Actuator Stroke
Speed/Data Tables/Instrument
Cv’s/FIELDVUE and note Fill and Exhaust Cv’s
for DVC6000.
27-Jun-01, Slide 46
46

Training Exercise 6
Actuator Sizing Pg2
Training Exercise 6
Actuator Sizing Pg2
Training Exercise 6
Actuator Sizing Pg2
Training Exercise 6
Actuator Sizing Pg2
30. Minimize Fisher FIRST Help and type in .28
for Air Cv Exhaust and .251 for Air Cv Fill.
31. Click ‘Calculate’ button and review
Calculated Results.
42. Note the yellow Icon in the Notes column
indicating that new notes have been added to
this item.
43. Look at Item 1’s Description and notice it
reflects what you typed above
32. Click ‘Done’ and then ‘Yes’ to save actuator
sizing
33. Click ‘Done’ to Item Configuration. Click ‘Set
all defaults’ and then click ‘Price’
34. Click ‘Line Item View’
reflects what you typed above.
44. Double click on the item description again to
highlight it, and hit Delete and Enter to
remove your custom description.
45. Note: Placing the focus on different areas of
the item will make only the available notes for
35. Click “Apply Adjustments”
36. Click on 1 under Re-Number by ( upper left
hand corner)
37. Double Click in the Tag cell, or the[…] button
to open the Tag editor. Type your Tag
Number: ABC123 Click ‘Done’
y
that field active in the menu.
Number: ABC123. Click Done
38. Put Focus on the item description , Right
Mouse button Click. Select Item Notes
39. Under Add/Edit Notes, select an F30:General
Instructions note type, and enter a “This is a
Test” note in the Note Text Field or select a
f f
predefined note from the list
40. Click ‘OK’.
41. Double-click the Item Description Field and
enter a new Item Description. Click off the
field to activate the description.
27-Jun-01, Slide 47
47

Regulator Selection Wizard
1. Open a New Quote. Go to Valves Plug In
2. Click Add New Item. Enter the Valve/Regulator Sizing
3. Select Gas Sizing
4. Click Default Wizard. Select Regulators
5. Select the following:
6. Fluid: Natural Gas
7. Application: Relief Valve / Back Pressure
pp
8. Category: Relief / Back Pressure – Direct Operated
9. Inlet Pressure: 350
10. Press Setting: 50
11 Max Flow Rate:
11. Max Flow Rate:
12. Click Find Regulators
13. Change some of the conditions, click Find Regulators
14. Notice the list has changed to meet the new criteria
15 Try different inputs and vary which criteria fields you fill in
15. Try different inputs, and vary which criteria fields you fill in
27-Jun-01, Slide 48
48

27 Valves Training Regulator Sizing
1. Click “Add New Item”
2. Click on Size Valve & Regulator
(Now you are in Sizing)
Click On Gas (top Left Side)
11. Click Yes to the message
12. Click on the + sign of the 95H Series
13. Click on Compressible 302 SST, 95H,
10%
3. Click On Gas (top Left Side)
4. Make sure the check box is filled
in to estimate for Z1
5. Under NORMAL, enter the
following conditions:
10%
14. To the right Under Show, click HITS
ONLY
15. Click on 1 Inch, Click SAVE, Click
Done
g
6. Gas = Air, Qg=1500 scfh,
P1=150, dP=50, T1=180, Nu=1
7. Click on “Default Wizard” (Lower
right hand ) Select: “ Regulators
Cli k Fi d R l t Cli k U
16. Click OK, Click Done, Click Yes
17. Click Done. The blue Attributes are
from Sizing
18. Set Defaults
8. Click Find Regulators, Click Use
List
9. Click on the down arrow and
Select 95H, Select 1 Inch
10. Set Defaults (this will set the
19. Click Price
20. Click Line Item View
21. Click Re-Number By and Apply
Adjustments
(
default valves Click Calculate,
Click Flow Coef Catalog
27-Jun-01, Slide 49
49

1. Open a New Quote. Go to Valves Plug In
2. Click Add New Item. Enter the
Valve/Regulator Sizing
8. Click Find Regulators – A list of regulators
that meet the criteria will be displayed at the
right
9. Click Use List. Select type 630.
4. Enter Sizing Conditions:
– Estimate Z1
– Liquid: Natural Gas (0.60 SG)
– Max Flow: 20000 SCFH
– P1: 300 psi; P2: 40 psi
T1 60 d F T 1
10. Select a 1” pipe size and ½” orifice size. Set
Defaults.
11. Hit Calculate
12. Open flow Coefficient Catalog
13. Click the [+] for type 630, select the 630:
– T1: 60 deg F; Tc: 1
– Pipe Size: 1 inch; Dv: 1
5. Click Calculate
6. Click Default Wizard. Select Regulators
7. Select the following:
Fl id N t l G
[ ] yp ,
20% ( Hits Only should be checked )
14. Highlight the 1 inch size
15. Click Save. Select ½” orifice, then OK.
16. Click Done. Click Ok to recalculated Sizing
message
– Fluid: Natural Gas
– Application: Pressure Reducing
– Category: Pressure Reducing – Direct Operated
– Inlet Pressure: 300
– Press Setting: 40
– Max Flow Rate: 20000
g
17. Save Conditions and Click Done.
18. A type 630 regulator will be in the Item
Components. Click Done
19. Make any additional attribute selections,
20 Set Defaults and Price the item
20. Set Defaults, and Price the item.
27-Jun-01, Slide 50
50

Training Exercise 7
– User Overrides
User Overrides
Training Exercise 7
– User Overrides
User Overrides
Training Exercise 7
Training Exercise 7 User Overrides
User Overrides
Training Exercise 7
Training Exercise 7 User Overrides
User Overrides
1. Right Click on Ext. Disc. %
2. Click User Overrides
3. Click : Override these lines Exactly
As Shown On the grid Below
As Shown On the grid Below
4. Right Click on Ext. Disc. % and type
12.5
5. Click ‘OK’
6 Note: Scroll to the right in the Line
6. Note: Scroll to the right in the Line
Item view of the transaction to find
the Total Commissions column and
the total available commission.
7. This is the maximum number that
can be used for the Unit Commission
can be used for the Unit Commission
Adjustment.
8. Right click on UNIT COMMISSION
ADJ (USD), click on user overrides.
9. Click on the row and type an
adjustment amount of 50
adjustment amount of 50.
27-Jun-01, Slide 51
51

Training Exercise 8
– Reports
Reports
Training Exercise 8
– Reports
Reports
Training Exercise 8
Training Exercise 8 Reports
Reports
Training Exercise 8
Training Exercise 8 Reports
Reports
1. Click ‘Reports’. Select Item 1
2. Click Build Reports
3. Review the report. Click the X to close the
Word document when finished.
15. Review the reports.
16. Click the X upper right to close the word
document.
17. Click Reports. Click ‘Report Overrides’
Word document when finished.
4. Click ‘Reports’ & then Click Build
‘RSPPL/Drawings’
5. Select All Rows, and make sure you have
your email address entered.
6. Click ‘Request Drawing’
17. Click Reports. Click Report Overrides
18. Select Fisher Specsheet under Report to
Override.
19. Scroll Down to Spec Note#1
20. Enter “C/W SST Tubing & Swagelok
Fittings” in “Override Values”
q g
7. Click Process ‘RSPPL’. Click Exit
8. Click View RSPPL Button.
9. Click the tabs Below: Summary Screen,
Detail, Kits. Check the difference in the
different tabs
g
21. Click ‘Save’ followed by Close
22. Re-select Reports and Items to re-generate
reports complete with your overrides .
23. Click ‘Build Reports’. Review Overrides
24 Click the X upper right to close the word
10. Click the X to close the Excel Spread
sheet. Click Exit.
11. Click ‘View Drawings’
12. Click on the drawing item to View
13 Click ‘EXIT’ when finished
24. Click the X upper right to close the word
document.
25. Click ‘Reports’. Type a note in each the
Header & Footer Section
26. Select all Report Types. Build ‘Reports’.
27 Notice that the notes only print on Quote
13. Click EXIT when finished
14. Under Reports Types, select all the reports
by clicking on them. Select ‘Collate’.
15. Under Select Items check the All Items
selection, Click on ‘Build: Reports’.
27. Notice that the notes only print on Quote
Summary, Product Specification, and All
Sizing Calculations
28. Close the Word document when finished.
27-Jun-01, Slide 52
52

Training Exercise 9
– Copy Quote
Copy Quote
Training Exercise 9
– Copy Quote
Copy Quote
Training Exercise 9
Training Exercise 9 Copy Quote
Copy Quote
Training Exercise 9
Training Exercise 9 Copy Quote
Copy Quote
For Quote Revision
1. Open the Navigation bar and right click on Quote (A)
Cli k C t Thi T ti
2. Click on Copy to This Transaction
3. Assign it a New Quote Revision Name, for example “B”
4. Open New Quote Revision Status and select Active
5. Change Quote A’s status to ‘In-Active’
6 Click Ok
6. Click Ok.
To Copy a quote to another transaction
1. Right click on ‘Quote(A) and pick ‘Copy to another transaction’
1. Right click on Quote(A) and pick Copy to another transaction
2. Click New Quote Tool button
3. In the Navigation Pane, right mouse click on the Transaction and select Paste Quote Revision.
4. If required, change the Quote Revision Name and select the Status.
5. Click OK, then OK again.
6. All items, notes, Sizing Data, etc. is copied.
7. Save Quote.
8. Select File - > Close
9. Select Yes when asked if you really want to quit
10 Click ‘Yes’ to save all open Quotes
27-Jun-01, Slide 53
53
10. Click Yes to save all open Quotes

Quiz
Quiz –
– Another New Quote
Another New Quote
Quiz
Quiz –
– Another New Quote
Another New Quote
Quiz
Quiz Another New Quote
Another New Quote
Quiz
Quiz Another New Quote
Another New Quote
z Objective: Demonstrate your ability to create a quote to a
Customer
z Customer is: Duke Energy, Charlotte, NC (Cust #232853)
z Budgetary Quote for 5 EZ control valves with Fail Open
spring and diaph actuators and DVC positioners
spring and diaph actuators, and DVC positioners.
z QTY 1 Size 1 ½ Inch
z QTY 1 Size 2
z QTY 1 Size 2
z QTY 2 Size 3
z QTY 1 Size 4
z QTY 1 Size 4
z Total $24,519
27-Jun-01, Slide 54
54

Training Exercise 10
– Commerce
Commerce
Numbers
Numbers
– Commerce
Commerce
Numbers
Numbers
Numbers
Numbers
Numbers
Numbers
1. Start a new Quote and Click On the
FIRST Plug In
2. Click Add FS
3 Type in an FS number (Example
13. Click ‘Add button’
14. Click ‘Done’ & then Click ‘Add to Item’
15. Click Done
3. Type in an FS number (Example
FSET-1) Click Search, Click Add to
Item
4. Click Add New Item (Right side of
page under Add To Item)
16. Another way to Use Commerce
Numbers
17. Add New Item, Type ET, Add to item,
Click Done
18 Double Click in the Blank under
5. Type ‘FSET-10’, hit ENTER or Click
Search, Click ‘Add to Item’
6. Click ‘DONE’
7. Click ‘Add New Item’
8 Cli k th ‘MORE’ B tt
18. Double Click in the Blank under
Commerce Number
19. Type FSET-*, Click Search
20. This will show all the ET FS Numbers
21 Highlight the FS number you want
8. Click the ‘MORE’ Button
9. Type in the FS number, (FSET-10)
Click Search,
10. Now you can add Options by Clicking
the OPTIONS button
21. Highlight the FS number you want,
Click Configure
22. Take you back to the Item Detail
Screen
23. Now you have a Product Number, And
Commerce Number
11. These are the options loaded for ET
12. Scroll to Packing Options, highlight
‘DT3’
Commerce Number
24. Save the item
27-Jun-01, Slide 55
55

– Cut Copy Paste
Cut Copy Paste
– Cut Copy Paste
Cut Copy Paste
Training Exercise 11 Cut Copy Paste
Cut Copy Paste
Training Exercise 11 Cut Copy Paste
Cut Copy Paste
1. Click Collapse ALL: Select the
Item to COPY by Right Clicking
on the BOX far Left, Click Copy
2 Right mouse click where you
8. Right mouse click where you would
like to insert
9. Click Insert Copied Items. Then
Click OK
2. Right mouse click where you
would like to insert
3. Click Insert Copied Items. Then
Click ‘OK’
4 In Collapse Mode: Select the
Click OK
10.In Expand All Mode: Select the
Item to CUT by double Clicking
on the BOX far Left , or click and
drag to highlight the entire item.
4. In Collapse Mode: Select the
Item to CUT by Right Clicking
on the BOX far Left, Click CUT
5. Right mouse click where you
would like to insert
g g g
Right mouse click where you would
like to insert
11.Click Insert Cut Items. Then Click
OK.
6. Click Insert Cut Items. Then Click
OK
7. Click Expand All : Select the
Item to COPY by double
Cli ki th BOX f L ft
12.Click renumber by 1,
13.Save your quote
y
Clicking on the BOX far Left, or
click and drag to highlight the
entire item. Right-click, Click
Copy
27-Jun-01, Slide 56
56

Training
Exercise 12 –
– Delete
Delete
Training
Exercise 12 –
– Delete
Delete
1. Open Quote from previous use
2. Click On Quote
3. Click Items Tab
4. Highlight the Item to be Deleted in far
left box
5. Right Click , Click on ‘Delete’
6. You will get a message to Confirm the
delete
delete
7. Click ‘Yes’
8. Your delete of the item is complete
9. Save the Quote
27-Jun-01, Slide 57
57

– Alternate/Optional
Alternate/Optional
Items
Items
– Alternate/Optional
Alternate/Optional
Items
Items
Items
Items
Items
Items
1. On the Line Item View
screen,Click the renumber by 1
2. Now you have item 1,2 3, etc
9. You will notice there is 3 in the
‘AltFor’ column for Item 4.
10. This will Show on your Quote
y , ,
3. Right Click on Item 2, Select
Designate as Optional
(Additional items not in the
total price)
y Q
Summary as an Alternate item
11. Click on Item 2 and then right
click and select Remove
Optional Designation.
p )
4. You will notice item 2 now is
grayed out
5. This will show up on the Quote
Summary as an Optional item
p g
12. To Remove Alternate
Designation right click on the
item, select Add/Remove
Alternate Designation.
Summary as an Optional item
6. To do Alternate, right-click on
item 4 and select ‘Add/Remove
alternate designation’
S l t it 3 th P t
g
13. Click the Parent box of item 3.
14. Clear the boxes for items 3 & 4
to remove the Alternate
Designation
7. Select item 3 as the Parent,
and item 4 as the Alternate
Item
Designation.
15. Save the quote
27-Jun-01, Slide 58
58

– Summary Groups
Summary Groups
– Summary Groups
Summary Groups
Training Exercise 14 Summary Groups
Summary Groups
Training Exercise 14 Summary Groups
Summary Groups
1. You have to be in the Line Item View
screen of a quote.
2. You have many items on this screen
10. Notice the Total Price is summed
11. Now cut and paste the appropriate
items under your inserted label for
y
3. Add some parts items to this quote if
not included.
4. Right Click on the far left box of item 1
Cli k I
y
Sliding Stem Valves
12. Right Click on the far left box for the
first parts item in the quote.
13 Click Insert
5. Click Insert
6. Click in the Description Box of the
inserted line
7. Type Sliding Stem Valves ( or
13. Click Insert
14. Click in the Description Box of the
inserted line
15. Type Spare Parts (or whatever label
t)
yp g (
whatever label you want)
8. Hit enter
9. The Description is in Bold Text
you want)
16. Hit Enter
17. Now cut and paste the appropriate
items under your inserted label for
y
Spare Parts
27-Jun-01, Slide 59
59

BOM Compare
BOM Compare
BOM Compare
BOM Compare
BOM Compare
BOM Compare
BOM Compare
BOM Compare
27-Jun-01, Slide 60
60

Training
Exercise 15 –
– BOM Compare
BOM Compare
Training
Exercise 15 –
– BOM Compare
BOM Compare
1. Open new transaction with Quote
2. Add New Item
3. Select or enter EZ
12. Under Make From in upper right
of window, select FS or FS Option
from drop down list for
13 Product Type: Product to Make
3. Select or enter EZ
4. Set All Defaults
5. Click Price
13. Product Type: Product to Make
From: Type FSEZ-105
14. Click : Get Bill Of Materials
15. Click BOM Differences ( Show
what to add and remove to get
7. Right click on Product Number
Select: BOM Compare
8. Click ‘Get Bill Of Materials’
9. Click the different Tabs( Em
what to add and remove to get
desired configuration)
16. Click EM Modules ( Shows the
EM modules that are different)
17 Click Close
(
Modules etc.) to see what each
displays
10. You can Double click on the
column to sort (Like EXCEL)
11 D bl li k N d Bill
17. Click Close.
11. Double click on Name under Bill
of Material, it sorts by name in
ascending sequence
27-Jun-01, Slide 61
61

Training
Exercise 15 –
– BOM Compare
BOM Compare
Training
Exercise 15 –
– BOM Compare
BOM Compare
27-Jun-01, Slide 62
62

Global
Global Inventory
Inventory
Global
Global Inventory
Inventory
Global
Global Inventory
Inventory
Global
Global Inventory
Inventory
27-Jun-01, Slide 63
63

– Global
Global
Inventory
Inventory
– Global
Global
Inventory
Inventory
Inventory
Inventory
Inventory
Inventory
1. Right Mouse click on Product
Number
2. Select Global Inventory
7. Another way to use Global
Inventory.
8. Right Click on A Blank Line on the
Item List Screen
y
3. The screen will show in Yellow
if an FS Number matches your
Product Number
4 If not Click in the ? mark it will
Item List Screen
9. Select Global Inventory
10. In the blank box right of FS/FS
Opt/Part NBR
4. If not Click in the ? mark it will
display the Differences. Click
Done
5. The screen also shows you the
location where the particular
11. Type ‘RGASKETX172’
12. Click Find
13. Shows you all Location with that
part.
location where the particular
product is available. Click Done
p
14. Click ‘Done’
Note: Placing the focus on different location numbers
b i t l ti f th f th t l ti
brings up a tool tip of the name for that location.
27-Jun-01, Slide 64
64

25 Valves Training RSPPL’S
25 Valves Training RSPPL S
1. New QUOTE
2. Add New Item
3. Add ED,667 & DVC6010 SS and hit
‘Done’
17. Detail Screen shows the parts by Item and
component (A, B)
18. Kits Screen show the child parts that make
up the Kits
19 Click the Summary Screen
Done
4. Set All Defaults
5. Click ‘Price’ and ADD New Item
6. Select EZ, 667, DVC6010 SS
7. Set All Defaults
19. Click the Summary Screen
20. Place your focus under the Tot Qty column for
first item and click and drag to highlight both
the part numbers and quantities to copy all
the parts.
21. Do a “Ctrl C” on your computer keyboard to
8. Click Price, Click Line Item View
9. Re-Number by 1
10. Click Apply Adjustments
11. Click Reports
12 Click Build RSPPL/Drawings
21. Do a Ctrl C on your computer keyboard to
copy highlighted items
22. Minimize or close the EXCEL Spreadsheet,
Click Exit for Reports
23. Click “Add Parts Items”
24. The focus should be at the upper left hand
12. Click Build RSPPL/Drawings
13. Select All Rows
14. Click Process RSPPL, Click Exit
15. Click View RSPPL
16. Click the tabs Below : Summary
S f
pp
cell. Type “Ctrl V” to paste copied items into
spread sheet.
25. Click Done to add parts items to transaction.
26. Click the Re-Number By 1
y
Screen is list of all the spare parts
17. Detail Screen shows the parts by
Item and component (A, B)
pp y j
28. Note Base Discount on Spares
27-Jun-01, Slide 65
65

Parts Color/Font code in FIRST
z The code has been changed to eliminate the loopholes
that allowed these "Not Orderable" parts to be ordered.
p
z As shown in the above screen shot, Parts with Italics font
and Bold Blue font has a meaning to it in FIRST2.1
z Italic Font in FIRST equates to OPS II00 Screen
z Italic Font in FIRST equates to OPS II00 Screen
RECSPARE = Not , No-3,No-4 & No-5 .None of these
can be ordered thro’ OPS/FIRST2.1 .
27-Jun-01, Slide 66
66

Parts Special Services
z Add PSCD codes to parts by using the right click menu
selection for Parts Special Services. Search the available
d t i b t i PSCD * i th S i l S i
product services by typing PSCD-* in the Special Service
ID field.
z Apply a PS code to a part by selecting individual parts, or
z Apply a PS code to a part by selecting individual parts, or
apply to all, click Add.
27-Jun-01, Slide 67
67

Removing a Parts Service
z Highlight the Special Service and hit Delete.
27-Jun-01, Slide 68
68

– Parts Quote
Parts Quote
– Parts Quote
Parts Quote
Training Exercise 26 Parts Quote
Parts Quote
Parts Quote
1. Open New Quote
2. Click on Fisher Valve,Regulator & RAS
3. Click on ‘Add Parts Item’
4 Qty 1 TAB Type RGASKETX012 HIT
16. Click Re-Number by
17. Click Apply Adjustments (Notice Base
Discount 0%)
18. To Override the Base Discount right mouse
4. Qty 1, TAB , Type RGASKETX012, HIT
ENTER ( notice it is obsolete see)
5. Retype the new number RGASKETX312
HIT ENTER
6. Add new parts item and type ‘1V6575’ and
hit ‘Enter’
18. To Override the Base Discount right mouse
click on the column Base Disc %
19. Click User Overrides
20. Select ‘Override These Lines Exactly As
Shown On The Grid Below’.
21. You can now override the Base Disc for the
7. You are in search mode and it displays all
parts with your partial key, even parts with 0
price
8. Double click on 1V657535072 and
1V657535042
Customer Lines shown.
22. In the Item Line View do a right mouse click
and select “Parts Special Services”
23. Click OK for Warning message on Pricing
Overrides.
9. Click Done
10. You will notice that 1V657535042 is Bold
and has no price
11. If you leave the Price at 0 and Click Done
12. THIS MESSAGE WILL APPEAR: “Zero
24. Type “PSCD-06” in box below Special
Service ID
25. Click Search then select PSCD-067 for
Material Cert by placing a check in the box
next to the Product ID
26 Then place a check next Customer Lines that
priced parts will be dropped. Do you want to
proceed?”
13. Click Cancel
14. Click on the 0 Price and enter 5000.00
({Price From PARTS GROUP)
15 Cli k D
26. Then place a check next Customer Lines that
apply
27. Click Add then click Finished
28. Click Apply Adjustments to reprice items with
added product service. (Notice your Price
Override has been removed for Base Disc%)
27-Jun-01, Slide 69
69
15. Click Done
)

– Parts Quote
Parts Quote
– Parts Quote
Parts Quote
Parts Quote
Parts Quote
27-Jun-01, Slide 70
70

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

Prime Ship Location
- Parts
Parts
Prime Ship Location
- Parts
Parts
Prime Ship Location
Prime Ship Location Parts
Parts
Prime Ship Location
Prime Ship Location Parts
Parts
27-Jun-01, Slide 72
72

Prime Ship Location
Prime Ship Location –
– Override page1
Override page1
Prime Ship Location
– Override page1
Override page1
Prime Ship Location
Prime Ship Location Override page1
Override page1
Prime Ship Location
Override page1
27-Jun-01, Slide 73
73

Prime Ship Location
– Override page2
Override page2
Prime Ship Location
– Override page2
Override page2
Prime Ship Location
Override page2
Prime Ship Location
Override page2
27-Jun-01, Slide 74
74

Prime Ship Location
– Override page3
Override page3
Prime Ship Location
– Override page3
Override page3
Prime Ship Location
Override page3
Prime Ship Location
Override page3
27-Jun-01, Slide 75
75

Specials
Specials
Specials
Specials
Specials
Specials
Specials
Specials
27-Jun-01, Slide 76
76

Guidelines for Configuring Special Product
Configurations
Configurations –
– 3/16/09
3/16/09
Configurations
Configurations –
– 3/16/09
3/16/09
Configurations
Configurations 3/16/09
3/16/09
Configurations
Configurations 3/16/09
3/16/09
z Current definition of a Special product configuration in
First 2.1 is any product that is NOT currently marketed in
OE Doc I & II with a published price or NOT maintained in
O oc & a pub s ed p ce o O a a ed
First 2.1 product model with a corresponding quote
number.
z Depending on the manner of how a component is special
ld di t t h t th d i d t k th
could dictate what method is used to make the
component special in First 2.1. The following are the
different methods of making a component special.
– Modified Special
Modified Special
– Unique Special
– Special Invalid Item
– Special Product
Special Product
– Special Charges
– Charges/Services
27-Jun-01, Slide 77
77

Configurations
Configurations
Configurations
Configurations
Configurations
Configurations
Configurations
Configurations
z The valve assembly components should be in the same component order in the Configuration
window as they would normally appear on the serial card. The valve / actuator / positioner-
controller / accessories component order should be adhered to as much as possible. Some of the
Specials methods allow a user to dictate the relationship of that component with other components
The Special/Invalid Item method will allow a user to alter the order of components in a valve
assembly Care should be taken when a component is added to either the Special or Invalid part of
assembly. Care should be taken when a component is added to either the Special or Invalid part of
the item.
27-Jun-01, Slide 78
78

Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
z The user starts with a Standard product configuration and set’s the standard attribute values as
close to the final desired configuration as possible before clicking on the Specials button. This is
done so that any processes like actuator sizing, drawings, RSPPL’s, etc will reflect the final product
as close as possible The user then clicks the Specials button to allow them to select or override
as close as possible. The user then clicks the Specials button to allow them to select or override
attributes that are not modeled to the selected component. The user then enters the Special Price
ID received from GIS and/or Sales Service with appropriate pricing and then changes attribute
description(s) to specify the required special product.
z Actuator sizing inputs should be reviewed since some attribute values made special will not update
the actuator sizing input value. (i.e. unbalanced area w/special port diameter)
z The EM structure generated for a Modified Special component will be based on the standard
attribute selections before the component is made a special. RSPPL’s and drawings will be
generated based from this EM structure.
z Also, inter-product rules, that are written in the First 2.1 product model, will fire rules for other
components in the item based on the standard attributes before it was made special. (i.e.
boss/stem size, travel, supply pressure, etc.)
, , pp y p , )
z This method should be used when special attribute values do not change the external or internal
dimensions of the component. When changing special attribute values like body size, port size, and
long travels the Unique Special method of making the component special should be used.
– Allowed Special construction features under this order entry method:
Characterized Cage with same Travel, Port, Seat as Standard
Body Material Change
Trim Material Change that would not change stem size from standard
1" - 4" E body Whisper III Trim with port and travel same as Standard
Instrument Changes except no positioner change allowed (note: when generating drawings for
special accessories the “drop accessories” check box should be selected.)
27-Jun-01, Slide 79
79
p p )

Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
Modified Special
This example shows
that the standard
attributes were set
attributes were set
for a 4” EHT and
then made special for
characterized
Whisper III cage The
Whisper III cage. The
EM structure is still
based on the
standard attribute
settings and would
settings and would
not be impacted
dimensionally by the
special requirement .
27-Jun-01, Slide 80
80

Training
Exercise 20 –
– Modified Standard
Modified Standard
Special
Special
Training
Exercise 20 –
– Modified Standard
Modified Standard
Special
Special
Special
Special
Special
Special
1. New Quote , Add new Item
2. ED,667,3582 SS
3. Click Done
19. Click OK to Information Message
20. Open Body Material and select CD3MN
(Duplex SST),
21 Set All Defaults
4. This is a Modification to a standard
Product
5. Select 2 Inch Valve Size
6. Select CF8M Body Material
21. Set All Defaults
22. Click Price
23. Note Unit List amount does not include
the $3500 Net
24 Place focus in Item Description cell at
7. Select 300 Rating
8. Set All Defaults for control valve
9. Place focus in Item Description cell at
top of screen
13 P CNTL d F12 t th
24. Place focus in Item Description cell at
top of screen
25. Press CNTL and F12 together
26. Note EM Display is for CF8M
Body/Bonnet
13. Press CNTL and F12 together
14. Note EM Display is for CF8M
Body/Bonnet
15. Click Specials
16 Type CG212702 As Special Pricing ID
27. Click X to close EM Display
29. Note appearance on Duplex Adder and
Blue font of Special
16. Type CG212702 As Special Pricing ID
17. In Adder Description box…Type
“Adder Price Duplex Body Material”,
$3500 Net 10 % Commission
18. Click Done
30. Click Re-Number by 1
27-Jun-01, Slide 81
81

Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
z A Unique Special allows a user to type in a product not contained in
the First 2.1 product model but would be similar to other Fisher
Products in attribute description.
27-Jun-01, Slide 82
82

Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
z The user then defines further what the Unique Product is so the application
treats the component in relation to other components in the item and in the
generation of other processes like valve sizing and Fisher/ISA specification
sheets. The user would then select a Fisher product to model after whose
sheets. The user would then select a Fisher product to model after whose
attributes closely match the attribute description of the Unique product and
then enter the Special Price ID received from GIS and/or Sales Service.
27-Jun-01, Slide 83
83

Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
Unique Special
z Once the component to be modeled after is selected the user should first list reduce the standard attribute value selections in the drop down
lists to describe the component. The setting of the standard attributes for the modeled after product can be done through user selection of
standard attributes that are shown without an (*) in front of the value in the drop down lists, adding additional components to the
configuration and validating the modeled after product through valve/actuator sizing.
z Users should then Set Defaults for remaining attributes and review to see that the standard attribute values selected accurately describe the
special component.
z User should then either select special attribute values or override attribute values to describe the special component where standard
attributes do not accurately describe the special component. Special attribute values shown in the drop down lists are designated with an
(*) preceding the name.
z This specials method should be used to make a component special if a user is going to select or overrides attribute values that alter the
internal or external dimensions of the standard attributes for the product it is modeled after. Such attribute values like Valve size, Yoke Boss
Size and/or extended Valve Travels would have an impact on the dimensions of the product.
z There will be no EM structure generated and consequently no RSPPL’s or drawings can be generated for these types of specials.
z Actuator sizing inputs should be reviewed since some attribute values that are made special will not update the actuator sizing input value
z Actuator sizing inputs should be reviewed since some attribute values that are made special will not update the actuator sizing input value.
(i.e. unbalanced area w/special port diameter)
Notice in this example the user
defaulted to the first standard
attributes for the modeled after
product and then the attributes were
product and then the attributes were
made special. The result is conflicting
information between primary and
secondary attributes. Also inter-
product rules will fire based on
standard attribute settings for
additional components. Standard
p
attributes should be list reduced by
valve/actr sizing, user selection of
standard attribute values and
configuring other components in the
item prior to setting defaults.
27-Jun-01, Slide 84
84

Training
Exercise 21 –
– Unique Product
Unique Product
Special
Special
Training
Exercise 21 –
– Unique Product
Unique Product
Special
Special
Special
Special
Special
Special
1. Add new Item
2. Type “Like an ED” as Product Line
Name, Click Add to Item
3 Click OK to add as Non Modeled
15. Type in 3582 SS, Press Enter
16. Click Done
17. Enter required attributes on the
Actuator and the DVC to get
3. Click OK to add as Non-Modeled
Product
4. Open Product Family drop down at
top of screen
5. Select Fisher Sliding Stem
Actuator and the DVC to get
required selections before setting
anything on the valve
18. Open Valve Size and Select “16 Inch”
19. Open Body Material and select
g
6. Open Product Type and Select Valve
7. Open Product Attributes Modeled
8. Type “ED”
9 Type DF217902 As Special Pricing ID
p y
“Ductile Iron (EN 0.7043)”
20. Open End Connection and select “FF
Flg”
21. Go to Actuator and Positioner and
make selections
9. Type DF217902 As Special Pricing ID
10. Enter $2800.00 Base as List
11. Enter Adder Price Graphite Packing
$306 List
12. Select Silo type and size as ED,6”
ti l
make selections
22. Click Set All Defaults
23. Click Price
25 Note appearance on ED
respectively.
13. Click Done
14. Type in 667, press Enter
25. Note appearance on ED
26. Re Number by 1
27-Jun-01, Slide 85
85

Training
Exercise 22 –
– Buyout Product
Buyout Product
Special
Special
Training
Exercise 22 –
– Buyout Product
Buyout Product
Special
Special
Special
Special
Special
Special
1. Add new Item
2. Buyout Product Not Available in FIRST
3. Type “ED” as Product Line Name, Click
Add to Item
15. Type “Adder Price Nipple Mounting” at $50
Net 10% Commission
16. Click Done
17. Click Done
Add to Item
4. Type “667” as Product Line Name, Click
Add to Item
5. Type “DVC6010 SS” as Product Line
Name, Click Add to Item
6. Type “Skinner Solenoid” as Product Line
17. Click Done
18. On the ED, Select 2 Inch Size, WCC Steel
Body, RF End Connections ,Class 300, and
Set Defaults
19. On the 667 Set Defaults
20. On the DVC, select “SST Tubing and SST
yp
Name
7. Click Add to Item
8. Click OK to add Component as a Non
Modeled Product
9. Select Product Family “Any”
, g
Swagelok Fittings” and Set Defaults
21. On the *Skinner Solenoid/Spec type in the
Skinner Catalog Number (Skinner09-67-AFT-
001) in the ASCO Catalog Number field
22. Select “De-Energize to Vent” and “None” for
tubing and fittings
y y
10. Select Product Type “Other”
11. Open Product Attributes Modeled
12. Type “AS” and select “ASCO”
13. Type CG21567 As Special Pricing ID
1 $1 0 00 10%
tubing and fittings
23. Click Set Defaults and PRICE
24. Click on Line Item View
25. Note appearance of Skinner Solenoid
26. Click Re-Number by 1
14. Enter $150.00 Base as Net with 10%
Commission
y
27-Jun-01, Slide 86
86

Quick Glance Modified Special vs. Unique
Special
Special
Special
Special
Special
Special
Special
Special
Specials Method EM Generation RSSPL’s Drawings Product Family,
Product Type
and Product
Attributes
M d l d ft t
When method
is to be used
Modeled after set
by Application
Modified
Standard Special
Yes, based on
standard attribute
values before
t i
Yes, based on EM’s
generated from
standard attributes
b f t
Yes, based on
EM’s generated
from standard
tt ib t b f
Yes, Done when
standard product
is selected
Use when
special
attribute values
d t h
component is
made special
before component
is made special
attributes before
component is
made special
do not change
the dimensions
of the
component
Unique Special No No No No, user must
specify in Special
Price ID interface
Use when
special
attribute values
do change the
dimensions of
the component
the component
27-Jun-01, Slide 87
87

Special / Invalid Item
z In some cases when a user has configured a special component and tries to
add additional components to the item, the user maybe blocked from adding
the component to the item configuration because of inter-product rules that
are firing between the components standard attributes. The Special/Invalid
are firing between the components standard attributes. The Special/Invalid
Item method is used when a user wants to make a separation of the inter-
product rules that are firing between components in an item configuration.
In this example the 16” FBT is modeled after the EAT product line
which does not have attribute values that match the 585CLS
c does ot a e att bute a ues t at atc t e 585C S
actuator such as Boss Size and Travel. The user has three
options of proceeding at this point. First option is to clear all
default attributes to item components and then try and add the
product again. If this does not work, second option is to start over
and select a different product to model after that would have
standard attribute values that are similar to the product being
added. If that does not work, third option is to use Special Invalid
Item method to add product to item
Item method to add product to item.
27-Jun-01, Slide 88
88

z The check box to add an invalid item is only enabled when one of the components to the item is made into a special
component. The user can designate what part of the item is special and what part of the item is invalid in order to
turn off the inter-product rules that occur between the Special component and the Invalid components. This allows
the user to add the components without having to make them special. Inter-product rules would still fire between
components for the Specials part of the item and the Invalid part of the item. This designation can only be done
once per item Once the designation is made a user can determine what part of the item is Special and what part is
once per item. Once the designation is made a user can determine what part of the item is Special and what part is
Invalid by clicking on each component in the Item Configuration window. When clicking on the component and there
is no check mark in the box it is the Special part of the item. When clicking on the component and there is a check
mark in the box it is the Invalid part of the item. Care should be taken when adding product to the item once the
Special Invalid designation is made since the user can now alter the normal valve/actuator/positioner-
controller/accessory sequence of an item.
Place a check mark in the box by
clicking on the box. This designates
that the product line and any other
subsequent product lines that are
added to the item configuration will
be part of the Invalid portion of the
item To add product lines to the
item. To add product lines to the
Specials portion of the item, simply
deselect the check mark and add
the product line.
27-Jun-01, Slide 89
89

Training Exercise 25A
Training Exercise 25A –
– Special/Invalid
Special/Invalid
Item
Item
Training Exercise 25A
Training Exercise 25A –
– Special/Invalid
Special/Invalid
Item
Item
Item
Item
Item
Item
1. Add new Item
2. Add product line “ET” to item and click Done.
3. Select Following attributes: Valve Size 6 Inch,
Trim Style/Characteristic Whisper III(Linear)
d C it S t t R ti CL150
12. Add Special Tagging from Component Product
Services to item Configuration. Select
DVC6020 SS and 377 from the Select Product
Service Component window and click OK.
13 To add Special Tagging to valve body deselect
and Composite Seat type, Rating CL150.
4. Set Defaults for remaining attributes and price
item.
5. Click the Specials button and add Special
Pricing ID WB21756
6. Add Adder Price, 5” trvl cage P/N 32A1234
13. To add Special Tagging to valve body deselect
the check mark by clicking on box located in
the lower right hand corner of the Item
Configuration window.
14. Again, select Special Tagging from
Component Product Services in the product
configuration tree and click Add to Item button.
6. Add Adder Price, 5 trvl cage P/N 32A1234
and a price in the Special Product Data. Click
Done.
7. Click OK to Special Product dialog message.
8. Select 5 inch Travel attribute.
9. Click the Edit Config button.
15. Click Done, then Edit Config,
16. Click Size Actuator button.(Notice Valve Travel
is set to 5 Inch from valve)
17. Type in 80 psig for Pas and 150 psig for P1
Max and click Calculate.
18 Select size 68 actuator Save and then Done
10. In the Item Configuration window, place a
check mark in the box located in the lower right
hand corner of window. This will add an Invalid
item to the product configuration.
11. Add a 585C, DVC6020 SS, 2625, 2625, 377,
Volume Tanks, Process Level 3 and North
American Drawings (under Item Level Product
18. Select size 68 actuator. Save and then Done
to close Actuator Sizing.
19. Click Done in Item Configuration window.
20. Select attributes you wish to set in each of the
product tabs and set remaining attributes for
item by clicking on Set All Defaults button.
American Drawings (under Item Level Product
Services) to item configuration. (Notice that
Process Levels and Item Level Services are
added to the valve component.)
21. Click the Price button then the Line Item View
button.
27-Jun-01, Slide 90
90

Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
z There are two Special Product methods to configure a special product. Both of these methods should be used when
there are no Fisher products that would have a set of attributes to adequately describe the product.
z One method is similar to the Unique Special method where a user selects the product line “Special Products” for
Product Attributes Modeled after. The user would again define how the Special Product relates to other components
in the item and then enters the Special Price ID he/she receives from GIS and/or Sales Service. Because there is
li it d tt ib t d i ti th ld d t l t i f ti i th f f t t i t
limited attribute description the user would need to supplement any information in the form of notes to communicate
with personnel in pricing, order admin and manufacturing as to the product requirements. The user would then have
to manually enter information for Fisher / ISA specification sheets.
z Also there is no EM structure associated with the product line “Special Products” so it will not generate drawings or
RSPPL’s.
z If the Special Product relates to the valve body in an item configuration and a Fisher/ISA specification sheet needs
to be generated this method should be used.
to be generated this method should be used.
27-Jun-01, Slide 91
91

Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
Special Product
z A second method of doing the Special Products method is similar to the Modified Special method where the user
selects the product line from the configuration window, sets the standard attributes and then clicks the Specials
button to enter the Special Price ID and pricing information. Again, because there is limited attribute description the
user would need to supplement any information in the form of notes to communicate with personnel in pricing,
order admin and manufacturing as to the product requirements.
Th diff b t S i l P d t d M difi d S i l S i l P d t d U i
z The difference between Special Products done as a Modified Special versus Special Product done as a Unique
Special is that the Product Family and Product Type are set when Special Product is done as a Modified Special.
This will have an effect on whether the Fisher/ISA specification can be generated in Reports and how the
component relates to other components in the item.
z There is no EM structure associated with the product line “Special Products” so you will not be able to generate
drawings or RSPPL’s.
27-Jun-01, Slide 92
92

– Specials Product
Specials Product
– Specials Product
Specials Product
Training Exercise 24 Specials Product
Specials Product
Training Exercise 24 Specials Product
Specials Product
1. Add new Item
2. Type “Special Product” as
Product Line Name Click Add to
9. Type $5000 net 10%
commission as the price, Click
Done
Product Line Name, Click Add to
Item
3. Click Done
4 Click ‘Set defaults’ & then click
Done
10. Click Price
4. Click Set defaults & then click
‘Specials’
5. Type LFB21361 as the Special
Pricing ID
12. Note appearance of Consulting
Fees
6. Type “$0.00” as the Base Price
7. In the Adder Description grid, type
“Consulting Fees”
13. Re-Number by 1
14. Right Mouse Click on the item
in the Item List
15. Select Apply Adjustments to
Current Item
27-Jun-01, Slide 93
93

Special Charges
Special Charges
Special Charges
Special Charges
Special Charges
Special Charges
Special Charges
Special Charges
z Special Charges is a sub-component product line that allows a user to add price and/or services to
a component in the item configuration. As with other Specials methods, the Special Price ID must
be entered that is obtained from GIS and/or Sales Service.
z Because there is limited attribute description the user should enter additional information in the form
of notes that other personnel will see that describes the requirements and/or pricing
of notes that other personnel will see that describes the requirements and/or pricing.
z This method should be used to add cost to a component in an item for such things as engineering
design charges, expedite fees, special testing/certification not covered in OE Doc I or II.
27-Jun-01, Slide 94
94

Charges/Services
Charges/Services
Charges/Services
Charges/Services
Charges/Services
Charges/Services
Charges/Services
Charges/Services
z Charges/Services is a product line that is entered as a stand alone line item. It can be
used for software items such as seismic testing, drawings, certifications, etc.. It can
also be used to have additional costs invoiced as a separate item. Because there is
limited attribute description the user should enter additional information in the form of
t th t th l ill th t d ib th i t d/ i i
notes that other personnel will see that describes the requirements and/or pricing.
27-Jun-01, Slide 95
95

Training
Exercise 23 –
– Special Charges
Special Charges
Training
Exercise 23 –
– Special Charges
Special Charges
Training
Exercise 23 Special Charges
Special Charges
Training
Exercise 23 Special Charges
Special Charges
1. Add new Item
2. Example of an Engineering Charge
3. Type “ED” as Product Line Name,
Click Add to Item
10. Type “$0.00” as the Base Price
11. In the Adder Description grid, type
“Engineering Charge for New Cage
Design”
Click Add to Item
4. Type “Special Charges” as Product
Line Name, Click Add to Item
5. Click Done
6 On the ED Select 2 Inch Size WCC
Design
12. Type $5000 net 10% commission as
the price, Click Done
13. Click Price
6. On the ED, Select 2 Inch Size, WCC
Steel Body, RF End Connections,
Class 300, and Whisper III Trim
Style/Characteristic, and Trim Level
D3
7 Set Defaults
15. Note appearance of Engineering
Charge
16. Click Re-Number By 1
7. Set Defaults
8. On the Special Charges set defaults
and, click Specials
9. Type PG2390001 as the Special
Pricing ID
27-Jun-01, Slide 96
96

Tips for configuring Special items
z When configuring a special component you must select or override an attribute value
to describe the special requirements. This will generate a note to communicate the
special requirements when the item is entered on an order. This also will add an “S” to
the end of the Product Number to designate that the Product Number is a special
configuration
configuration.
z When selecting products to make special try to select products whose standard
attributes will closely match the attributes of the final construction. This will help to
validate the product when other components are added to the item and if
valve/actuator sizing are to be performed.
z When trying to change a completed valve configuration for an item and the change
involves a different valve type, it is recommended that the user copy the valve sizing
inputs and paste into a new item configuration.
z When a user is blocked from adding a product to the configuration or a standard
attribute has been list reduced from selection for the configuration take the following
t t if th d t tt ib t l b l t d t d d
steps to see if the product or attribute value can be selected as a standard
configuration before making it special:
– Copy the existing line item into a new line item and then click on Clear All Defaults button. See if product can
be added or attribute value is available as standard. If not, proceed to next step.
– Click on Clear All button. This will clear user selected attributes and attributes set by valve/actuator sizing.
See if product can be added or attribute value is available as standard. If not, proceed to next step.
– If valve sizing was performed, change the Valve/Reg Data for Design Pressure, Design Temperature, Flowing
Drop and Shutoff pressure to a lower value. See if product can be added or attribute value is available as
standard. If not, proceed to next step.
– Make the component Special and obtain a Special Price ID from appropriate person in GIS.
27-Jun-01, Slide 97
97

“Specials & ….” Question ?
Specials & …. Question ?
“I have a Question/Doubt in Fisher FIRST 2 regarding ”
• Specials ?
• Configuring Products ?
• Why FIRST2 doesn’t let me add product “X” – like the “Form-Fit
Function” type issues for Assemblies?
Wh i d i h P d T ?
• Where is my product in the Product Tree ?
• Missing options in FIRST2 ? Is it really Missing ? Or I missed to look
at something ? Does it need to be a Special ?
Can I make “Specials” in FIRST2 without overriding attribute values ?
• Can I make “Specials” in FIRST2 without overriding attribute values ?
• I found a pricing discrepancy between OED and FIRST2 ?
27-Jun-01, Slide 98

What Can I do /How can I get answers to my questions?
In an effort to facilitate the entering of Special product configurations in Symphony/First 2.1
key resources have been established to answer user questions related to product
configurations. Users should first contact the Super User in their office to answer the
g p
questions relating to the product configurations. If the Super User is unable to answer the
question, the User can then contact the Symphony/First 2 Support team via e-mail address
DLEPMMTNFisherFirst2.0@Emerson.com or phone at 641-754-3131. The Symphony/First 2
Support team will either answer the question(s) or include other Fisher departments as
pp q ( ) p
necessary to help in answering questions from LBP’s related to product configurations.
This is a pilot project and will be in effect for an undetermined amount of time to train further
and evaluate the long term need for this additional service.
27-Jun-01, Slide 99

Customer Search
Customer Search
Customer Search
Customer Search
Customer Search
Customer Search
Customer Search
Customer Search
z Open the Customer search via the Tools menu
z Use the search similar to the transaction master
27-Jun-01, Slide 100
100

CFS “Inactivated” Customer Numbers:
Type 1
Type 1
Type 1
Type 1
Type 1
Type 1
Type 1
Type 1
z Ship To 155455 has been flagged for Inactivation by CFS .Here ,FIRST2.1
ld th t t ll LBP / th N C t # t
p gg y
would pop-up a message that tells LBPs w/ the New Customer# to use
z In this example , 284213 is replacing 155455 . 155455 is both Bill To and
Ship To whereas 284213 is ONLY Ship to , as set up by CFS
z This change is straight forward on the “Ship To” since the Old Number and
th N N b b th V lid f “Shi T ” i FIRST2 1
101
the New Number are both Valid for “Ship To” in FIRST2.1

Type 2
Type 2
Type 2
Type 2
Type 2
Type 2
Type 2
Type 2
z The new 284213# can only replace 155455# as “Ship To” but NOT as “Bill To” since 284213 is
NOT set up as “Bill To” by CFS
NOT set up as Bill To by CFS
z In this case , FIRST2.1 will NOT confuse the user to use 284213# as “Bill To”. Instead it throws a
message as shown above to search for a customer to find an appropriate substitute for “ALABAMA
POWER CO” using “Customer Search”
z Deals written against 155455# needs to be Updated since 155455# was a Valid “Bill To” once
and OPS x-ref needs to be maintained
102
z Attention To tied to the Old number needs to be migrated to the New number .

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