About BOM Comparison Report Contents

The BOM Comparison Report shows a comparison of two BOM assemblies. You can view a complete summary, differences only, common components, or a list of parts that are unique to one assembly or the other.

This page discusses:

The following report formats are specified in the compare criteria and pertain only to the Complete Summary and Differences Only reports. See Generating a BOM Structure Comparison Report.

  • Structured. Compares BOMs level by level. It first compares level 1 of Part 1 to level 1 of Part 2. If the level 1 parts match, then level 2 is compared to level 2. If the level 2 parts match, then the level 3 parts are matched. If "Match Based On" is by Find Number, only parts that are on the same level and have the same find number will be matched.
  • Consolidated. Compares BOMs across levels but does not consider levels. If "Match Based On" is by Find Number, a part on level 1 could be "matched" with a part on level 9 if they have the same Find Number.

Each tab contains an export icon that lets you export the report. The report is in HTML format that you can open in Excel. See Exporting Content.

The reports can include these columns:
Column Description
Diff Code Shown only in Complete Summary, shows the type of BOM change operation that occurred when comparing records:
  • ADD. The part exists in the first BOM record but not the second.
  • DEL (Delete). The part exists in the second BOM record but not the first.
  • REP (Replace). The two BOM records have different part values but the same Ref Des, F/N, or Class Code (depends on the Match Based On criteria).
  • ATT (Attribute). The Match Based On criteria is the same for both BOM records but there are one or more differences in other Report Differences By criteria.
Level Shown in all reports except for Complete Summary, the level of the part within the assembly.
Part Name Click any highlighted name in this column to go to the Properties page for that item.
Rev Part revision number or code
Type Part type or subtype
F/N Find Numbers are identifiers used on drawings as "bubble" callouts. Find Numbers are integer values (for example, 15, 9853).
Ref Des The reference designator ID is used on the assembly to indicate the location a component is to be inserted. Reference designators are usually values like R1, R2, R7, C1, or C5.
Component Location Similar to reference designator, but gives additional location information.
Class Code Shown only if IP Classification is installed, indicates the part family class name.
Description Details about the item.
State Current state of the item in its lifecycle
Qty Quantity of the part or product included in the product or feature
U of M Unit of measure of the part or product included in the product or feature
Substitute For Shown only if Manufacturing BOM Management is installed, shows the EBOM Uniqueness Identifier of the corresponding primary parts for manufacturing substitutes
Usage One of the following: Standard, Reference, Per Sales Order, or As Required
Make Buy Shown only if Manufacturing BOM Management is installed, shows either Make (make in-house) or Buy (buy from a vendor)
S type Supply type. Shown only if Manufacturing BOM Management is installed, shows how the part is supplied to the production line:
  • Push. Issue material according to a schedule or job order.
  • Pull. Issue material on demand using operations.
  • Unassigned. The supply type has not yet been assigned.

Complete Summary

The Complete Summary report shows common components and differences between Part 1 and Part 2. Sync commands are available only for unconfigured BOMs, only during an EBOM-to-EBOM comparison, and can be applied only to EBOMs in the In Work state.

Note: The BOM Compare Syncs to Right/Sync To left features are blocked if the parent part is change-controlled but is not connected to work under CA.

  1. Select a row and click Sync to Right if you want to:
    • Copy the compared values from the left side to the matched object on the right side of the page.
    • If the child object is unique to the parent object on the left, copy the child object to the parent object on the right.
    • If the child object is unique to the parent object on the right, disconnect the child object from its parent object on the right.
  2. Select a row and click Sync to Left if you want to:
    • Copy the compared values from the right side to the matched object on the left side of the page.
    • If the child object is unique to the parent object on the right, copy the child object to the parent object on the left.
    • If the child object is unique to the parent object on the left, disconnect the child object from its parent object on the left.
  3. To reset the report to its initial values (before using Sync to right or Sync to left), click Reset. You cannot reset the values if you have already clicked Apply.
  4. Right-click a part name in the list as required for further options:
    • Open - display the part in a new window.
    • Add to Collection - Add the part to the clipboard, or a new or existing collection.
    • Where Used - Display the bills of materials, if any, in which the part is used.
    • All File Details - Display the files, if any, attached to the part.
  5. To save all changes, click Save.

Differences Only

The Differences Only report shows a table with two parallel BOM structures near each other. There is a column for every compare attribute.

The Differences Only report includes the same columns as the Complete Summary report. It includes parts that are the same in both BOMs but does not show the parts that are matched and have no differences in the Report Differences By.

Common Components

The Common Components report shows a table that contains attribute values of components that are in both Part 1 and in Part 2.

Unique Components

The Unique to Left report shows a table that contains components that are in the source part assembly (the part name specified on the left in the compare criteria) but not in the target part assembly, based on the "Match Based On" selection. The Unique to Right report shows components that are in the target part assembly (the part name specified on the right in the compare criteria) but not in the source part assembly.

The Compare Widget

You can also use the Compare widget to compare BOM structures. When you use the widget:

  • The 3DViewer will not properly display images if the EBOM Structure is created in Quantity mode and two or more Instances of the Product structure are children of the same EBOM.
  • The Compare widget does not compare duplicates or effectivities. The preference options "Consider All Duplicates as Equivalent", "Duplicates Relationship to Selected", and "Revision of Duplicate to Display" do not support part comparisons.

See Comparing Parts with the Compare Widget.