Business rules
The numbered rules the product enforces, by section. Cite them from workflows and features.
The rules the product enforces. Numbered so they can be cited. These are Flowtech’s rules as FlowOS applies them, not a dump of tables.
A rule is one statement, in its heading, followed by the conditions and exceptions that bound it. Cite a rule by its number: R2a is the rule headed “R2a”. Numbers do not run in reading order: a rule keeps its number when the register grows around it. A letter after a number, as in R2a and R8a, marks a rule that sits beside the numbered one.
Rules are grouped on one page per theme. Find a rule in the table below, or search for its number.
Conversations and mail
| Rule | Statement |
|---|---|
| R1 | One conversation is one thread |
| R2 | A message is never stored twice |
| R2a | A client email that arrives again is read once |
| R3 | Closing a conversation is not built yet |
| R4 | A closed conversation will be left alone |
| R5 | Every message is typed by its body, not its subject |
| R6 | A person’s correction of the type is never overwritten |
| R7 | When labelling is unsure of an email’s type, a person decides it |
| R8 | Mail joins one enquiry by its conversation, then by the client’s own subject or reference |
| R8a | The useful address is the recovered origin, not the envelope sender |
| R97 | Mail after a quotation is linked to the enquiry and version it answers, in a fixed order |
| R98 | A lead portal’s domain never identifies the client |
| R105 | A person can link mail after a quotation by hand |
| R110 | A linked email is checked against its enquiry, and doubt is shown, never decided |
| R111 | A change the client asks for applies only to the tags they named, and is compared with what the enquiry stated |
| R117 | A client’s answer to our question fills only the empty field it answers; every other change waits for a person |
What gets processed
| Rule | Statement |
|---|---|
| R9 | An email is processed when it has no finished run |
| R10 | A client email that is not a copy is read in full |
| R11 | No stage ever stops the queue |
| R12 | An email whose processing keeps stalling is taken off the queue |
| R13 | Reprocessing replaces the answer; it never patches it |
| R14 | Among completed readings, the newest wins |
Reading the enquiry
Reading the enquiry: values and assumptions
| Rule | Statement |
|---|---|
| R16 | An inferred or assumed value never satisfies a required parameter, except ambient conditions assumed for a liquid |
| R17 | Ambient conditions are assumed only when the enquiry states no figure for them, and never for steam or a stated gas |
| R18 | A length is never read as a pressure or a temperature |
| R19 | A size stated in the enquiry that reached no line item is flagged |
| R106 | A pipe size written as an outside diameter is read as its nominal bore |
| R20 | Line items are grouped by specification, not by tag |
| R21 | A failed reading is distinguished from an enquiry that stated nothing |
| R22 | A document too long to read is never cut |
| R64 | A guessed fluid drives nothing until a person confirms it, except the materials every strength of it agrees on |
| R65 | A lone operating pressure or temperature is given an assumed range; a stated range, an assumed operating value |
| R107 | A flow written without a unit takes the one unit the enquiry’s other flow lines state; otherwise its unit is not stated |
| R126 | A figure written in words is read when none is stored, and a stated bound is read as a bound |
| R127 | A figure is saved as stated only when the passage it cites holds it |
| R129 | A stated pressure, temperature or flow fills only the role its label names |
| R130 | Stated figures out of order are listed to check and keep a line from confirming itself |
| R66 | A filled value is saved only when a person changes it |
| R67 | A fluid the library does not hold is recorded on the line, by name |
| R68 | A blank design pressure or temperature is set at 1.3 times the maximum |
| R69 | What the enquiry states is never replaced by a filled value |
Reading the enquiry: lines and confirmation
| Rule | Statement |
|---|---|
| R70 | What the enquiry states once for several lines is filled into each of them, as stated |
| R71 | A line is confirmed without a person only once its product suggestion shows nothing holds it |
| R72 | Nothing the enquiry states for a line is dropped |
| R73 | A line’s quantity includes the spares its row states |
| R95 | A tag names one instrument |
| R74 | An enquiry’s lines keep the project they are listed under |
| R75 | Confirming a line accepts what a person has seen of it |
Reading the enquiry: menu values
| Rule | Statement |
|---|---|
| R76 | A stated menu value is the option that means it |
| R77 | A menu the enquiry leaves blank takes what the line’s product decides |
| R78 | A header we fill gives way to what the customer stated |
Reading the enquiry: line review
| Rule | Statement |
|---|---|
| R81 | A line lists only what stands between it and a quotation |
| R82 | A value whose passage reads the same as it is shown quietly |
| R83 | A menu the product leaves open with only one option it offers takes that option |
| R84 | A steam line is read as saturated, and one stating neither pressure nor temperature is asked its pressure |
| R125 | A steam temperature more than 5 °C below saturation at the stated pressure is asked of the customer |
| R109 | A conversion, reading an enquiry or saving a flow in review, takes the density the line states, else the one its specific gravity gives, else the library’s |
Choosing a product
Choosing a product: ruling families out
| Rule | Statement |
|---|---|
| R23 | Among limitation entries, a family is ruled out only when a known value breaches a trusted hard limit or not-suitable entry |
| R24 | A breach of an assumed value, an assumed phase, a guessed fluid or a condition FlowOS can’t check warns; it never rules a family out |
| R121 | A fluid property from the library that would rule the product out, but only warns, is asked of the customer |
| R99 | DM, deionized and distilled water never take an electromagnetic flowmeter |
| R100 | A vortex flowmeter on a liquid is checked for cavitation at its size |
| R104 | A hazardous fluid rules out glass and acrylic body rotameters |
| R124 | A family marked analogue is not suggested to a line that asks for digital, and a digital one is not suggested to a line that asks for analogue |
| R25 | Every family the customer names is checked, not trusted, and stays on the list unless it cannot be offered |
| R26 | A line whose named families are all ruled out is a deviation |
Choosing a product: ranking and sizing
| Rule | Statement |
|---|---|
| R27 | Families that do the same job compete, narrowed to the name or the category first |
| R28 | Among families that fit, the order is: meeting the accuracy the enquiry asks for, orderable from the line’s own data, fewer warnings, a family the line calls for (one offered on steam, on a steam line, or one the enquiry asks for), a line that matches one of the family’s ideal uses, the smaller error at the line’s flow, the lower price, more checked, more sizing headroom, the widest margin to its nearest limit, then catalogue order |
| R123 | A flow meter or rotameter that cannot meet the accuracy the enquiry asks for warns |
| R29 | The size follows the stated line size when it reads the flow, else it is the smallest that reads the whole flow; with no usable flow a flow meter takes the stated size; a flow no size reaches can rule the family out |
| R88 | A named family that is ruled out is followed first by its try-next families, in their order |
Choosing a product: materials and special lines
| Rule | Statement |
|---|---|
| R30 | A severe corrosion band excludes only when the fluid is not mild overall |
| R31 | A measured corrosion rate may condemn a material the chart cleared, but may not clear one the chart calls severe |
| R79 | A wetted part the enquiry leaves blank takes a material the fluid’s grades allow, where it can |
| R89 | A lining the enquiry leaves blank follows the metal the fluid would touch |
| R92 | A line asking for a product Flowtech does not make is outside range |
| R112 | A line the client marks deleted, on hold or supplied by others is excluded with the client’s words |
| R90 | A text, number or range row the enquiry leaves blank shows the product’s datasheet default |
| R122 | A field Flowtech provides is never read from the enquiry |
| R91 | A value stated for a row lands on the product’s row, whatever key another product files it under |
| R93 | A plastic line steers its end connection to a material that suits it |
| R94 | On a thermoplastic line, a bare size that is a standard outside diameter, and not a nominal bore, is read as the outside diameter |
| R96 | A reviewer’s family choice is kept beside what the enquiry asked; a choice outside the families asked for is a deviation |
Choosing a product: menus and defaults
| Rule | Statement |
|---|---|
| R32 | A “Custom” option is never ruled out, in any menu |
| R33 | A menu where every option is ruled out is a line-level problem |
| R60 | A “Decided by” mapping limits a header to the answers named for the deciding choices |
| R61 | Where the default does not suit a process-factor value, a conditional default covers it |
| R62 | A hard limit rejects an option, even when the customer asks for it |
| R63 | Conditional defaults choose among the allowed options; the first matching rule wins |
Quotation and pricing
| Rule | Statement |
|---|---|
| R34 | What the customer stated outranks our defaults |
| R35 | A default filled over something the customer asked for is reported as a deviation |
| R36 | A rate, discount, quantity or skip typed on a quotation line that has changed is withheld, not applied |
| R37 | Only options marked as affecting the price change it; the default option is in the base price; another option adds or subtracts its rate |
| R38 | A quotation is drawn up from reviewed lines, and an unanswered option stops its issue |
| R40 | Each line names its own service and application |
| R41 | Tax is charged on the taxable value, not on the basic value |
| R42 | A charge switched off means the buyer bears it; a charge at zero means we checked and it is free |
| R101 | Payment terms are amounts of the grand total, GST included |
| R102 | Every quoted line prints its tag number, the customer’s item code, or “Not provided” |
| R103 | A quotation cannot be issued without a billing address |
| R43 | A discount can never become a surcharge |
| R44 | Discounts apply in order: per line first, then across the quotation |
| R45 | A draft quotation is rebuilt from the enquiry on every view; issuing freezes the version |
| R85 | Quotation numbers run per financial year as FQ-yy-yy-nnnnn |
| R86 | GST is charged per line at the line’s HSN rate, on its share of the taxable value |
| R87 | A quotation prints every line’s temperature, pressure and flow, and where each figure came from |
| R108 | The Flowtech range beside a line’s flow follows its family |
| R59 | Setting a price at an existing key overwrites it |
Taking the order
| Rule | Statement |
|---|---|
| R113 | A purchase order is compared with the quotation version it accepts |
| R114 | What a purchase order does not state is not a difference |
| R115 | A purchase order that states deemed acceptance shows the date |
| R116 | An Office Head’s decision on a purchase order is recorded with the check it was taken on |
| R118 | A change a client asks for after a quotation was issued waits on that quotation’s revision list |
| R119 | Accepting a change marks it for the next revision, which writes it in when it gives one plain value |
| R120 | A line a client adds in writing, before a quotation is issued, becomes a new line of the enquiry’s requirements |
| R128 | A revised document is read against the lines the enquiry already holds, and every difference is a client change |
Mailboxes, documents, identity
| Rule | Statement |
|---|---|
| R46 | Only enrolled mailboxes are synced |
| R48 | Removing a mailbox does not delete its conversations |
| R49 | A document that fails to convert is listed as not read, with the reason |
| R50 | A document that cannot be read is listed as not read, never as blank |
| R53 | A record belongs to one office; a person sees a union of offices |
| R54 | A deny on a person beats every role grant |
| R55 | Outbound reply-to is the shared office mailbox |
| R56 | Internet message ids of sent mail are recorded |
| R57 | Uncertainty is routed to a person, never guessed |
| R58 | Postgres is truth; the queue is transport |