3DEXPERIENCE BOM Management Preferences

General Settings

To access these preferences, click General Settings in the preferences tree.

Setting

Description

Design BOM creation

Select when you want design BOMs to be created:


Option	Description
Never	No design BOMs are created.
Always	Users can create design BOMs when needed.
Non-Variant-Designs	Design BOMs can be created if the design does not include variants.

BOM Settings

Select the check boxes for functions you want to enable:


Check Box	Description
Create Collapsed BOM	When selected, the app transfers a collapsed BOM to 3DEXPERIENCE. When not selected, the app transfers an expanded BOM. The BOM Editor always displays an expanded BOM.
Allow Design BOM	When selected, users can add the BOM from the design scope using the Design in the BOM Editor dialog box. Users can create a bill of materials that reflects all components available in the design independent of any variant settings. Select this check box if you want users to create a total BOM without having to define an explicit Total Variant Object in 3DEXPERIENCE.
Allow Disabling of EDA parts	When selected, EDA components are optional. Users can disable components from the EDA through the BOM extraction process.
Allow Adding Parts from 3DEXPERIENCE or external part Lists	When selected, users can add components from 3DEXPERIENCE to the BOM structure. Users can execute a part search to find these components. The app flags these components as USER components. Only USER components can be removed from the BOM. EDA components cannot be removed.
Store Parts Added by User	When selected, users can click Store in the BOM Management dialog box to store user-created parts with the other EDA parts in the local system.
Allow Manual replacement of EDA Parts with Parts from 3DEXPERIENCE	When selected, users can use the Assign context menu in the BOM Editor dialog box to re-assign default parts of an EDA component with a 3DEXPERIENCE part.
Use 3DEXPERIENCE Background Job for BOM creation	When selected, BOMs are created using background jobs to allow users to continue working. If selected, enter a value in the Threshold box to define when background jobs will be used. For example, if you enter 500, a background job is only used if the BOM contains more than 500 parts. For more information, see Background Jobs.

Missing Part Strategy

Select what the app should do when a BOM contains EDA parts that do not exist in3DEXPERIENCE.


Option	Description
Error	Disables the Create non-existing parts in 3DEXPERIENCE check box. If a BOM contains non-existing parts, the user must resolve the issue before creating the BOM. When this option is not selected, users can select the check box when creating a BOM, and any parts that do not already exist will be created.
Warning	Enables the Create non-existing parts in 3DEXPERIENCE check box. When that check box is selected during BOM creation an the app encounters a part that does not exist in 3DEXPERIENCE, it performs the action determined by the Create non-existing Parts in 3DEPXERIENCE check box. If the check box is selected, new parts are created. If the check box is not selected, missing parts are removed from the BOM creation and are not considered in the PDM BOM. To create a part, the app uses the settings, such as Type and Policy, defined in the Scope Specific Part Creation dialog box.
Ignore	Enables the Create non-existing parts in 3DEXPERIENCE check box. When a user selects this check box, any missing parts are created in 3DEXPERIENCE and no messages are displayed about the missing parts.

The Create non-existing parts in 3DEXPERIENCE check box should only be selected for testing and prototyping, and not in a production environment. When selected, the Connector for Altium Designer can show an error message to the user if the part is not visible because of its current state or other access issue.

For example, a part named Part-1234 exists in the Preliminary state. however, Connector for Altium Designer only looks for parts in the Released state. When the user tries to create the BOM, that part is considered to not exist and a warning.

In this case, the error message is appropriate and notifies the user that an issue exists with the part (such as not being in the required state).

BOM Editor Settings

To access these settings, click BOM Editor in the preferences tree.

Setting

Description

BOM Structure View Table

Select the table view used to display columns for the BOM view.

Table EDA Part Details

Select the table view used to display ECAD properties, such as when displaying parts in the part search dialog box.

BOM Editor Modification Usage Strategy

Choose if the Connector for Altium Designer should load existing BOM modifications in the BOM dialog box:


Option	Description
Discard	Does not load any BOM modifications without any warnings
Load	Automatically loads BOM modifications
Ask	Prompts the user to choose if modifications should be loaded. The dialog box lets the user choose to ignore or load the modifications, and includes a check box to "Remember this decision." If that check box is selected, this preference is updated accordingly.

CAD Model Settings

To access these settings, click CAD Model in the preferences tree.


Setting	Description
CAD Model Existence Check	Select the form to use when checking for the existence of CAD models in 3DEXPERIENCE. When a user opens the BOM Management dialog box, Connector for Altium Designer uses the selected form to define the document criteria used to verify if the model exists.
Connect BOM to CAD Model Revision	When selected, connects the BOM to the CAD Model revision or the CAD Model Version. In this case, the user does not work with versioned objects and always sees the BOM on the CAD Model Revision.

Assembly Settings

To access this setting, click Assembly in the preferences tree.


Setting	Description
Assembly Part Existence Check	From the list, select the form used to check if an assembly component exists in 3DEXPERIENCE.

Bareboard Settings

To access these settings, click Bareboard in the preferences tree.


Setting	Description
Reference Designator Baseboard	Defines the Reference Designator used for the bareboard.
Bareboard Part Existence Check	From the list, select the form used to check if a baseboard component exists in 3DEXPERIENCE.

Part Settings

To access these settings, click Part in the preferences tree.


Setting	Description
Part Creation	From the list, select the form used to create missing parts in 3DEXPERIENCE.
Part Existence Check	From the list, select the form used to check if a part exists in 3DEXPERIENCE. For example, the form could let the user specify Latest Released Revision. The search checks for the Latest Released Revision of all assembly parts that are in the Released state. If the revision of the part is known, the existence check runs against the exact Type, Name, and Revision of the part.
EBOM Relationship	From the list, select the form used to create a relationship between parts, such as an EBOM connection between a component and its parent.
Enable Ignore EDA Parts	When selected, you can define a regular expression to choose which parts to ignore when extracting an EDA BOM extraction. For example, users might choose to ignore Testpoints, DNI Parts, and so on, that are required in the CAD Design but have no meaningful representation in 3DEXPERIENCE. For example, you can enter this regular expression: partNo=^OA.$;partNo=^TESTP.$;partNo=^IGNORE.*$ This expression specifies that all parts starting with OA, TEXP, and IGNORE will be ignored when creating BOMs.

Search Settings

To access these settings, click Search in the preferences tree.


Setting	Description
Part Search Criteria	Enter the name of the form used to define the criteria used to search for Parts in 3DEXPERIENCE.
Part Search Details Table	Enter the name fo the table used to display the details of found Parts.
Search Limit	Enter an integer to limit the number of found parts to that value.

External Part List Settings

To access the wizard, click External Partlist in the preferences tree. You can use the wizard to define a CSV mapping file that maps columns from a CSV file to a master template that contains BOM attributes. For more information, see Creating a CSV Mapping File.

You can also select an item in the list, then click Remove to delete that item.