User Manual ValQuo85

ValQuo 8.5.
x User Manual
Schmidt Armaturen Zweigniederlassung der Flowserve (Austria) GmbH
Table of contents
1.
General ...............................................................................................................................
1.1 About this Manual ..............................................................................................................

1.2 The Process of Quotation ................................................................................................
1.3 Required data ......................................................................................................................
1.3.1 Customer data ....................................................................................................................
1.3.2 Process data .......................................................................................................................
1.3.3 Technical data .....................................................................................................................
1.4 The Result of the Quotation Process ............................................................................
2.
2
2
2
2
2
2
3
4
Creating a Quotation ................................................................................................... 5
2.1 Example ................................................................................................................................. 5

2.2 Create a Customer Record .............................................................................................. 6
2.2.1 Start ValQuo ......................................................................................................................... 6
2.3 Create Business Record .................................................................................................. 10
2.3.1 Create Business Record to Customer ........................................................................ 10
2.3.2 Create a new Position ..................................................................................................... 15
2.3.3 Add Text to Business Record ........................................................................................ 40
3.
Printing the Documents ...........................................................................................
3.1
3.2
3.3
3.4
3.5
3.6
3.7
Cover Sheet ........................................................................................................................

Terms of Sale .....................................................................................................................
Summary of Items financial ........................................................................................
Summary of Items technical .......................................................................................
Description ..........................................................................................................................
Process Data ......................................................................................................................
Doku As Built ......................................................................................................................
4.
5.
6.
7.
Export a Quotation ...................................................................................................... 50

Import a Quotation ...................................................................................................... 57
Stroking Time ................................................................................................................. 60
Summary .......................................................................................................................... 63
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1.
General
Valquo was designed to quotate control valves
according to the individual process data
out of Flowserve Schmidt Armaturens product range
1.1
About this Manual

This manual is intented to give ValQuo beginners an idea , how to work with ValQuo.
However this manual is not complete enough, to replace a training.
1.2
The Process of Quotating

The process of quotating control valves by means of ValQuo consists of:
creating customers
creating modelcodes, prices,delivery times
printing the required documents
exporting quotations
1.3
Required data
In order to be able to quotate valves by means of ValQuo, we have to know:
Customer data
Process data
Technical data
1.3.1 Customer data

In order to fill out all the documents correctly, the following data have at least to be known:
Customer name
Customer address
Contact
Telephone number
1.3.2 Process data

Depending on the medium the following data have to be known:
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Water:
Abs. upstream pressure
Abs. downstream pressure
Working temperature
Flow rate at operating condition
Liquid:
Working temperature
Steam:
Working temperature
Weight of flow
Viscous liquids:
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-

Density at operating condition
Kinematic viscosity
Gas:
Working temperature
Normal flow rate
Normal density
Isentropic exponent
Real gas exponent Z
Vapour:
Density at operating condition
Kinematic viscosity
1.3.3 Technical data

TAG. NR.:
Body connection design
Nominal size
Nominal pressure
Body material
Material certificate
Pressure and leakage certificate
Characteristic
.
Actuator type
Function
Max. air supply
Handwheel
..
Positioner type
..
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1.4
The Result of the Quotation Process
At the end of the quotation process, ValQuo delivers the following output:
-
Modelcode
Selling price
Delivery time
various forms
Cover sheet
Terms of Sale
Summary
Description
Process data
Doku as Built
In order to make all this theoretical considerations more understandable, a process of

quotation is going to be presented by a practical example.
In the next chapters you will learn to do the following processes by means of ValQuo:
Creating a quotation
Printing the documents
Exporting a quotation
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2. Creating a Quotation
2.1 Example
Note:The following example is only fictitious , the data have only been chosen to show the process of
quotation
Assumption: You get the following data from a customer
Customer data:
Inquiry No.:
Inquiry date:
Customer name:
Customer address:
Project:
Contact:
Dept:
34709
21.09.2002
Mr. Jack Valve Buyer
Bodystreet 6
GB 99999 Valvetown
Oil from North Sea
Peter Bolt
Purchase
Process data:
Abs. upstream pressure:
Abs. downstream pressure:
Working temperature:
Flow rate at operating condition:
Medium:
20 bar
15 bar
65 C
80 m/h
Water
Technical data:
TAG-no.
Body connection design
Nominal size
Nominal pressure
Body material
Material certificate
Pressure and leakage certificate
Characteristic
Actuator type
Function
Max. air supply
Handwheel
XV-5215-YC
C
50 mm
40 bar
1.0619
EN 10204 3.1B
EN 10204 3.1B
equal percentage
pneumatic actuator
close
4 bar
without
Positioner type
Tubing material
Dimension
Screw type
SIPART PS2 6DR5010 ONGOO(N)

Stainless steel (CrNi-steel)
6 mm
Ermeto
Now the customer asks for a quotation so start the quotating process:
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2. 2 Create a Customer Record

2.2.1 Start ValQuo
Double click the ValQuo icon
to start ValQuo
The next window appears

Key in
-
your password
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Click on
-the customer icon
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Click on
the new record icon
The next window appears:
Key in
the customer data
Note: It is very important to key in at least the data shown above this is absolutly necessary
information for the cover sheet !!
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Click on
the save record icon
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2.3 Create Business Record

2.3.1 Create Business Record to Customer
Click on
the business record icon
Click on
the new record icon
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Key in a J (in the Search for Customer field)
Press Enter
to search for the customer
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Click OK
to select the customer
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Complete the business record as shown in the next window

by adding the following data:
Document :
Version:
Att. = Contact :
Order date = inquiry date:
P.o. date
Your inquiry/order no.:
Project:
Our reference / Phone:
Currency:
Q0001 (as an example)

1
Peter Bolt
21.09.2002
21.09.2002
34709
Oil from North Sea
Tom Gasket / TG-77
EUR
Click on
Now all the requirable data for the cover sheet is available !
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2.3.2 Create a new position

Double click
the business record (record No. Q0001)
Change to Position
Click on
the new Position icon
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Now the process of selecting the suitable control valve starts:
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Double click the dark bar
- to open the TAG-no. window
Key in
the TAG-no:
Click OK
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Select Control valve

from the Type menue
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Go on
-
with the arrow icon
Select the required medium (Water)
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Go on
-
with the arrow icon
Click on
-
the new Position icon
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Key in
the process data
Click on
the Calculate button
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Note: A calculation was made without taking into consideration the real valve factors !!
Go on
-
with the arrow icon

The calculated kv value is 35,42 m/h
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Select type in our case V726
Select body design in our case D (three flange)
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Select balancing in our case V (without balancing)
Select plug typ in our case P (parabolic plug)
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Select plug design in our case N (Standard)
Select characteristic in our case G (modified equal %)
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Since the calculated max. kv value is 35,42 we
Select seat 42 with kvs 40
Select trim material in our case 1.4571 (Stainless steel)
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Go on
-
with the arrow icon

Select body connection design in our case C (Form C according to DIN 2526)
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Select bonnet in our case N (Standard bonnet)
Select Packing in our case A (PTFE-rings adjustable)
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Select Material certificate in our case B (for EN 10204 3.1B)
Select pressure and leakage test certificate in our case B (for EN 10204 3.1B)
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Select Nominal size in our case 50
Select Nominal pressure in our case 40
Select Body material in our case 1.0619
Now the selection process for the body is ready, so we can recalculate the valve
with the real valve factors.
So we go on with
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Go on with OK and press

the arrow icon
This is the recalculation of the selected valve with the real valve factors!
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Since we also need an actuator and a positioner we have to go on in the selection process for the
actuator.
Go on with
the arrow icon
Due to the process data and the selected valve a necessary force of 3660 N is required
Since the customer demands a pneumatic actuator , we
Select
IT pneum. Diaphragm actuator FoxAct
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Select Actuator size in our case IT 252
Select spring range in our case V
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Select Hand wheel in our case O (without)
Select safety position at air failure in our case Z (Spring to close)
Now the selection process for the actuator is ready, but we still need a positioner, so we
Go on with
the arrow icon
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The customer demands an el. pneum. Positioner (SIPART PS2 6DR5010 0NG00(N)) so we
Select EL. pneum. Positioner
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Select SIPART PS2 6DR5010 0NG00(N)
Press the mount button
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Select Tubing ... in our case Cr-Ni steel
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Select Dimension ... in our case 6 mm
Select Typ ... in our case Ermeto
Now the selection process for the positioner is ready;

we
Go on with
the arrow icon
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We do not need any options, so we finish the entire selection process by clicking
on
The results of this selection process are:

Modelcode :
V726 DCVNA 50 40 1.0619/BB PN1GG 42 40 1.4571 IT252VOZ
Delivery time:
2 weeks
Selling price (without disc.): 2.364,-
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2.3.3 Add Text to Business Record

Click on Text
The following window appears
Key in the text

you want to have visible on the cover sheet
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3. Printing the Documents

Another result of the selection process are
-the following documents:
Cover sheet
Terms of sale
Summary
Description
Process data
Doku As Built
This is the way to print the documents:

Select Position
Select the required business record
Click on
-
the print icon
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Select the documents

Press the print icon
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The following documents become printed
3.1 Cover sheet
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3.2 Terms of Sale
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3.3 Summary of Items - financial
3.4 Summary of items technical
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3.5 Description
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3.6 Process data
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3.7 Doku As Built

Rout yourself to Program Files/ValQuo 8.2/Printouts/Q001 see picture below
Change to Q0001#1
Open the document with Adobe Acrobat Reader
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Now the Doku As Built can be printed.
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4. Export a Quotation
If the quotation becomes an order, send it according the following steps.
Start ValQuo
Click on
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Select the business records
you wish to export
Go on with Funktion Make Order
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The selected business record becomes duplicated
Doubleclick the selected business record

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Give another document name (for instance from Q0001 to B0001)
Click on
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Go on with Function Export Quotation
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Click on the Export button
Rout yourself to a folder (e.g. VALQUO_Export) to save the file (e.g B0001)
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Send the file via E-Mail
Note: Each quotation you want to export, has

to be selected individually
saved individually
Do not select, for instance, 3 quotations together, export them, and save
them under only one name !!! doing so, causes problems concerning the
future order to cash process!
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5. Import a Quotation
Start ValQuo
Click on
your total business records
Go on with Function Import Quotations
The next windows appears

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Rout yourself to the file (ValQuo file.txt) which you intend to import
Open the file by double click or (ffnen) button

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The ValQuo file is now imported
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6. Stroking Time
Create a position (see 2.3.2)
Go on with
the arrow icon
to the section Standard Accessories
Select your accessory

Press the mount button
Select Tubing
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Select page Stroking Time

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Key in
Effective air supply
KV value Tubing Connection (Exhaust actuator exhausted)
KV value Tubing Connection (Inflow actuator aerated)
Click on printout (see Process data)
Click on
Use highest kvs value (Exhaust actuator exhausted)
Click on
Use total kvs value (Inflow actuator aerated
Result: Stroking Time in seconds

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7. Summary
After going step by step through this manual you should be able to manage the
following activities by means of ValQuo :
Generating
a modelcode
a selling price
the delivery time
Printing the documents

Exporting a quotation
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ValQuo 8.5.

1.1 About this Manual ..............................................................................................................

Creating a Quotation ................................................................................................... 5

2.1 Example ................................................................................................................................. 5

Printing the Documents ...........................................................................................

Cover Sheet ........................................................................................................................

Export a Quotation ...................................................................................................... 50

ValQuo 8.5.x User Manual

About this Manual

The Process of Quotating

1.3.1 Customer data

1.3.2 Process data

ValQuo 8.5.x User Manual

Abs. downstream pressure

1.3.3 Technical data

ValQuo 8.5.x User Manual

The Result of the Quotation Process

In order to make all this theoretical considerations more understandable, a process of

ValQuo 8.5.x User Manual

SIPART PS2 6DR5010 ONGOO(N)

ValQuo 8.5.x User Manual

2. 2 Create a Customer Record

The next window appears

The next window appears

ValQuo 8.5.x User Manual

The next window appears

ValQuo 8.5.x User Manual

The next window appears:

ValQuo 8.5.x User Manual

The next window appears

ValQuo 8.5.x User Manual

2.3 Create Business Record

The next window appears

ValQuo 8.5.x User Manual

Key in a J (in the Search for Customer field)

The next window appears

ValQuo 8.5.x User Manual

The next window appears

ValQuo 8.5.x User Manual

Complete the business record as shown in the next window

Q0001 (as an example)

ValQuo 8.5.x User Manual

The next window appears

ValQuo 8.5.x User Manual

2.3.2 Create a new position

The next window appears

ValQuo 8.5.x User Manual

The next window appears

Now the process of selecting the suitable control valve starts:

ValQuo 8.5.x User Manual

ValQuo 8.5.x User Manual

Select Control valve

The next window appears

ValQuo 8.5.x User Manual

with the arrow icon

The next window appears

Select the required medium (Water)

ValQuo 8.5.x User Manual

with the arrow icon

The next window appears

the new Position icon

The next window appears

ValQuo 8.5.x User Manual

The next window appears