BOM Manager
The BOM Manager lets you define Bills of Material for any given Work Order, validate the data, and optionally submit it to a third-party purchasing system such as SAP.
Accessed from:
BOM Tree
The tree displays a hierarchy of the loaded work orders and their
corresponding BOM Documents and Revisions.
- Selecting a node in the tree displays the parts associated with the selected item.
- Selecting a work order will display all parts associated with all BOM documents and revisions under that work order.
- Selecting a specific BOM Document will display all parts associated with all revisions under that BOM Document.
- Selecting a specific Revision will display all parts associated with that revision.
- A BOM document name of "Unassigned Items" indicates that no BOM Document has been assigned to the parts listed here.
- A Revision name of "Unassigned Items" indicates that no revision has been assigned to the parts listed here.
Data Grid
The parts and devices associated with the selected node in the BOM Tree are listed in a parent / child data structure.
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' values which define a range of balloon numbers that you want to allow for the 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. |
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. |
Edit Revision Properties | Select this button to edit the Allowed Balloon No Range or the Starting Sheet No. |
Toolbar Options
Setting | Description |
---|---|
Load Work Orders | Displays the Load Work Order(s) dialog letting you load the work order(s) which have been created for the project. |
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:
|
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 BOM Data | Exports the BOM data found in the selected Work Order, BOM Document, and Revision that you have selected in the BOM Tree to a CSV file. |
Import Spreadsheets | Select this option to display the Open Excel dialog where you can
select which Excel files to import.
Refer to the Import a Spreadsheet topic for details on how to import spreadsheets. |
Submit BOM | Selecting this button displays the Submit BOM dialog letting you submit the BOMs for the selected work order. |