BOM Manager

Organize and manage material items prior to Bill of Material report generation. Tools in this interface allow you to group material items into user defined BOM Documents. Each BOM Document includes material items for a specific region or area within the Substation. Each revision for a BOM Document has a direct relationship to a Work Order. This relationship enables Work Order and BOM Document pull-down report filters when generating reports. BOM Manager also provides the capability to add additional items to your Bill of Material without having to physically place an object in a model or drawing. The interface also provides the ability to add custom parts. (Also known as Non-Coded Parts) Structures and foundations designed specifically for a Substation site are considered typical Non-Coded Parts. Sometimes these items appear on bills of materials without having a Part Numbers or Stock Codes. You can utilize Custom Parts feature to reduce Parts Database maintenance as you are not required to create a part number record. However, it is possible to create a generic Non-Coded part number which can be used as an item template.

Typical Workflow

Use Properties Control to assign Work Order to objects placed in drawings and models.
- Load Data into BOM Manager
  - Create or Select existing BOM Document. Refer to Add New BOM Dialog for creation details.
    - Create or Select BOM Document Revision (Optional Step) Refer to Add New Revision Dialog for creation details.
      - Organize data for each BOM Document and/or Revision as required report output.

Accessed from:

Manage > Project Data > BOM Manager

BOM Document concept/example. Say you need two separate Bill of Material reports (documents) generated from below model. One material report for only items associated to High Bus, the other for Low Bus. In this case, you can create two separate BOM Documents using Add New > Bill of Material (BOM). One named High Bus BOM, the other Low Bus BOM.

Load Data

When the dialog is loaded the first time in a project you must load data into the BOM Tree in order to enable the other tools in the dialog. The following two options are available to load data:

By BOM Document: Loads data into the tree by selecting BOM documents from the Load BOM Data by Document dialog.
By Work Order: Loads data into the tree by selecting Work Orders from the Load Work Order(s) dialog.

Once the data has been loaded in the project the next time the BOM Manager is loaded it will load the previously used work order or document by default similar to the image below:

BOM Tree

The tree displays a hierarchy of the loaded Work Orders and their corresponding BOM Documents and Revisions. The hierarchy structure depends on whether the data was loaded by BOM or by Work Order when executing the Load Data option described above. The data nodes are distinguished by different icon as shown below:

Work Order : Click the node to list the parts/devices associated with the Work Order.
BOM Document : Click the node to display the parts/devices associated with the BOM document.
BOM Revision : Click the node to list the parts/devices associated with the Revision.

Selecting a node populates the data grid. Data shown in the grid depends on the node selected. For example, looking at the image below, data grid will show all items associated to BOM Document: HIGH BUS BOM.

Note: Nodes labeled "Unassigned Items" contain parts which have not yet been assigned to a Work Order, BOM Document or Revision.

Data Grid Header (Column Chooser)

Column Chooser allows you to control the display of data within the data grid. You can add and remove desired data files or change the order of them in the data grid header.

To access Column Chooser: Right-Click anywhere on data grid header. Select Column Chooser.
Drag/Drop desired fields between Customization panel and data grid header. Hold left mouse button to drag, release left mouse button to drop. When finished, click X button in Customization panel. If you want to arrange the data grid columns in different order, change the field order Hold left button down on desired field. Move cursor to desired position and release left mouse button.

Group By Option

Group By setting provides two methods to organize data within main data grid area. Clicking expands additional details related to selected parent row.

Group By option set to Balloon:
- Parent rows in data grid are organized by Balloon No.
- Child rows in data grid organized by Device (Equipment Tag)
Group By option set to Device:
- Parent rows in data grid are organized by Device (Equipment Tag)
- Child rows in data grid organized by organized by Balloon No.

Example: Group By = Balloon

Example: Group By = Device

Moves Items between Nodes

Prior to moving Items, select desired records first using Check Boxes found in the data grid panel. Ctrl and Shift keys can be used for selecting multiple records. After desired records are selected, hold the left mouse button down on any one of the selected items, move cursor to destination node while holding left button, then release left button to complete.

Note: Work Order, BOM Document, and Revision values are associated with symbols and devices. A single row in the data grid is often associated to multiple symbol and device instances. Therefore, the number of selected items has a direct impact on the time it takes to complete the move process. The move process is complete when the below status message disappears.

Example: Move items from Unassigned Items Revision Node to Revision Node 0.

Note: Notice the Green arrow points to the node which the items will be added to. Upon successful completion, all child rows belonging to selected items will be moved to the destination node.

Conditional Handling during Move process

Move Item dialog

Balloon numbers are associated with Part Numbers. Part numbers are associated with Devices (Equipment Tags). Word Order, BOM Document, and Revision attributes are also associated with Devices (Equipment Tags). Moving items from one node to another causes Word Order, BOM Document, and Revision attributes associated to Devices (Equipment Tags) to be updated with the destination node values. When a Device (Equipment Tag) contains multiple part numbers and multiple balloon numbers, the message below appears. Because Word Order, BOM Document, and Revision attributes are associated to Devices (Equipment Tags), all part numbers associated to the device must be moved together. Thus, the below message is asking you if you also want to move the additional part numbers associated to that Device (Equipment Tag).

Example:

Device: CN257 contains 5 part numbers with the following:

Balloon	Part Number
207	340-0846
419	781-5536
420	782-4521
421	784-4588
422	789-6587

BOM Manager selection contains Balloon 207. Balloon numbers 419, 420, 421, 422 are not selected.
Drag/Drop to move Balloon 207 to destination node results in below message.

Yes completes move. End result: All part numbers and balloon numbers associated to Device CN257 will appear under destination node.

No cancels move process. End result: All part numbers and balloon numbers associated to Device CN257 remain under source node.

Item Conflict dialog

Unique Balloon Number required for each part number within a BOM Document. To prevent balloon number duplication, the software will display the message below when duplication is detected during move process.

Copy / Paste Items between Nodes

This function can be used to increase quantities or copy items. Prior to coping Items, select desired records first using Check Boxes found in the data grid panel. Ctrl and Shift keys can be used for selecting multiple records.

Copy /Paste functions can be accessed from top tool bar or right-click menu.

Note: Paste function will copy selected material items and create new Temp devices. New TEMP devices do not have an association with an object in models or drawings. However, Link with Symbol function on right-click menu allows you to select an object in a model or drawing to create an association.

Note: If the destination node contains balloon number and part number data for item being copied, total quantity for Parent row will be updated to include the quantities from the copied items.

Example: Copy when destination node contains same balloon number and part number data.

Balloon No. 104 selected which includes 3 separate devices with quantity of 1. Parent row quantity is 3.

Result: After using Copy / Paste for Balloon No. 104.

3 Temp devices created (Temp35, Temp36, Temp37) and Parent row quantity update to 6.

Data Grid

The active BOM Tree node controls the display of records in the data grid. Only records matching selected BOM Tree node are displayed.

Setting	Description
Flag Field	Indicates Primary Part Number for the Device. Applies when Group By option is set to Device. Indicates record does not have associated symbol in model or drawing.
Devices	Pull-down filter that controls data displayed. Selecting Unplaced Devices displays only records without an association to a placed symbol.
Views	Pull-down filter that controls the type of data displayed. You can change the default view of the data grid by selecting from the following options in the picklist: Material - This is the default view which is suited for editing common bill of material parts and devices. Nameplate - This view is designed for editing electrical nameplates (device labels) where you can specify the text you want on the nameplate and specifications for the nameplate. Note: When you select the Nameplate option, the Group By field will automatically change to Device to display the nameplate attributes. The View drop down button allows you to choose from the following commands: Save As - Enter a name for the view that you want to save, and it will store the currently selected fields in the order you have them. The saved view is then listed and available for selection in the Views picklist.
Refresh	Select this button to refresh the information in the data grid. This could be useful in cases where multiple people may be collaborating in the same project.
Right-Click Functions	Right-Click in data grid opens below menu containing following functions: Add New > Part: Opens Add New Part Dialog Add New > Device: Opens Add New Device Dialog Insert Spare: Open message box indicating data grid will be sorted on Balloon Number Column. Select Yes to Open Insert Spare Dialog. Select No to cancel operation. Edit: Opens Edit Dialog Save As Primary: Used to change Primary Partnumber for a Device. Copy: Copies Selected items to Clipboard. Paste: Pastes items from Clipboard. Temp Devices are created to avoid duplicated devices. Remove: Deletes selected records. Link With Symbol: Used to associate a device in BOM manager with a symbol in model or drawing. Navigate: Navigates to symbols in model or drawings.

Revision Properties

When you select a revision node in the BOM Tree the Revision Properties panel will display the following information:

Setting	Description
Allowed Balloon No Range	Displays the 'Start' and 'End' balloon range for the active BOM Document Revision. This is useful to ensure that when you are adding new entries to an existing BOM document that you do not accidentally reuse a previously taken balloon number. The BOM Manager will alert you if you attempt to enter a balloon number for a new part that is outside the specified range for this revision. Refer to Edit Revision Properties dialog to set a revision’s 'Start' and 'End' balloon values.
Starting Sheet No	Displays the starting page number of the bill of Material document that you want to add new entries to. This is useful if you have existing BOM documents and you want to add new items to the end of the existing document. You can define a BOM report template to use this starting number as the first page number of the report you generate. You could then merge the resulting report with your existing report to ensure that the page numbering flows properly.
Address	Optional fields which display the site address where the materials are to be shipped.
Edit Revision Properties	Select this button to display the Edit Revision Properties dialog dialog where you can edit properties for the selected revision.

Toolbar Options

Setting	Description
Load Data	Displays the Load Work Order(s) dialog letting you load the work order(s) which have been created for the project. Note: The Work Orders are created or imported using the Work Order Manager.
Clear BOM Tree	This option clears the items from the BOM Tree area of the dialog. Note the information is not deleted but simply removed from the tree. Note: You can clear individual nodes from the BOM Tree by right-clicking on the node and selecting Clear From Tree from the context menu.
Add New	This flyout button is context sensitive and will enable or disable commands depending upon what you have set focus to in the BOM Manager. The following commands are found here: Bill of Material (BOM) - This option is enabled when you select a Work Order in the BOM tree. Selecting this option displays the Add New BOM dialog. Revision - This option is enabled when you select a BOM Document in the BOM Tree. Selecting this command will display the Add New Revision dialog. Part - This option is enabled when the Data Grid is set to Group By Balloon and no existing balloon / part record is currently selected. It's also enabled when the Data Grid is set to Group by Device and you select an existing device so that the software understands what device you intend to add a part to. Selecting this command displays the Add Part dialog. Device - This option is enabled when the Data Grid is set to Group By Device and no existing device record is currently selected. It's also enabled when the Data Grid is set to Group by Balloon and you select an existing balloon/part so that the software understands what balloon/device you intend to add a device to. Selecting this command displays the Add Device dialog.
Apply to Symbol	Opens Apply to Symbol dialog. Use this function to quickly associate multiple part numbers to placed symbols. This is useful for assigning hardware items, such as bolts, nuts, washers, etc. to a selected group of terminal connectors. This feature is only enabled when one or more items are selected within the data grid. Note: Requires one or more symbols within active model to be selected.
Edit	You can select one or more part records and choose select Edit to display the Edit dialog.
Copy/Paste	Select the records you want to copy and click the Copy button to add the objects to the clipboard. Select the destination Work Order, BOM Document, and Revision in the BOM Tree and then choose the Paste button to copy the records. The device IDs will automatically increment to avoid duplication as required.
Remove	Select the records you want to remove and click the Remove button to effectively delete them from the project. You are not allowed, however, to remove devices that have symbols placed in the project.
Validation	You can perform various validation checks on the data in the BOM Manager for any given Work Order, BOM Document, and Revision to ensure that your data does not violate common design practices. Select this option to display the Validation dialog where you can toggle on the specific checks that are relevant to your organization to perform those validation checks. The checks are organized into categories making it convenient to toggle on or off all checks within a given category.
Export	Exports BOM data from active node selected in the BOM Tree to a .json file.
Import	Imports BOM Data from a .json file.
Submit BOM	Selecting this button displays the Submit BOM dialog letting you submit the BOMs for the selected work order to a third-party purchasing system such as SAP. By default, the software converts the BOM data into a JSON file which it then sends it to the specified URL. However, this functionality will need to be configured operate within the specifications of whatever system an organization uses to manage their work orders.
Insert Balloon	This option lets you insert balloons for the selected devices into the drawing. Multiple devices can be selected simultaneously and the balloons will be placed in order. If a device has multiple instances in the drawing, you will be prompted to place a balloon for each instance. Once all instances of one device have been placed, then the balloon for the next device will be placed and continue until the balloons for all selected devices are placed. Because the balloons are associated with a device and not a specific symbol, you are able to place the balloons anywhere in the drawing. The balloons can be repositioned after placement if desired using the Move command.
Import Custom Parts	Opens Import Custom Parts dialog. User this function to import Non-Coded parts from a excel file. Non-Coded parts are items without an actual part number or stock code that you need to include on your bills of materials. Using this feature reduces Part Database maintenance by eliminating the need to create part numbers for non-stock items, such as, equipment structures built specific to the site.