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In the tree view, click Piping > Piping Specification > Model Rules > End Preparation Compatibility Exceptions Rule.
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Click the Insert Row Command to insert a blank row in the grid view.
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In the End Preparation End A column, select the end preparation, such as Raised Face Flange, for the port applicable to fitting A.
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In the Termination Subclass End A column, select the termination subclass, such as Flanged, for the port applicable to fitting A.
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In the Termination Class End A column, select the termination class, such as Bolted, for the port applicable to fitting A.
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Define one of the properties listed below. The End Preparation Compatibility Exceptions Rule must be based on the End Standard property or the Materials Category property.
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In the End Standard A column, select the end standard applicable to the end of fitting A.
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In the Materials Category Fitting A column, select the classification for the materials grade applicable to fitting A.
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In the Lining Material Fitting A column, select the lining material applicable to the fitting A. This column is currently not used.
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In the End Preparation End B column, select the end preparation for the port applicable to fitting B.
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In the Termination Subclass End B column, select the termination subclass for the port applicable to fitting B.
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In the Termination Class End B column, select the termination class for the port applicable to fitting B.
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Depending on the property that you defined in step 6, do one of the following:
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In the End Standard B column, select the end standard applicable to the end of fitting B.
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In the Materials Category Fitting B column, select the classification for the materials grade applicable to fitting B.
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In the Lining Material Fitting B column, select the Lining Material applicable to fitting B. This column is currently not used.
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In the Selection Basis per Piping Commodity Filter column, specify whether the applicable mating ends are compatible.
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In the Joint Requirement column, specify whether the applicable mating ends are compatible or require a coupling, connector, adapter or nipple to form the joint.
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In the Connecting Part Short Code column, select the short code for the coupling, connector, adapter, or nipple.
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In the Connecting Part Commodity Option column, select the appropriate commodity option for the coupling, connector, adapter, or nipple.
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Click Save .
The End Preparation Compatibility Exceptions Rule sheet in the Piping Specification Template.xls workbook corresponds to the End Preparation Compatibility Exceptions Rule node. See Piping Reference Data.