About Bill of Materials

A bill of materials (BOM) is a table of all parts to be included in an assembly. It contains a view mode that provides comprehensive part information and links to various BOM reports. In edit mode, the EBOM page allows for single-level or multilevel editing. An engineering BOM (EBOM) is used to design and develop the assembly whereas other BOM types, such as a manufacturing BOM (MBOM), may be used in plants to build the assembly. All BOMs to which this user guide refers are EBOMs unless otherwise noted.

To access the BOM for a part, open the part and select the Engineering BOM category. The EBOM tab shows the attributes and status of each part in the BOM.

On premises only: By default, each part in a BOM is made unique by its Find Numbers; but parts can also be configured for uniqueness based on their Reference Designator IDs or other attributes. Your Business Administrator has information on how BOMs are configured for your installation.

This page discusses:

See Also
Creating a Bill of Materials

EBOM Page Views

The EBOM page lets you view and modify the BOM and generate reports on it.

  • EBOM view. Shows the conceptual or engineering BOM designed for the assembly. From this view, you can view and edit the engineering attributes for parts in the BOM.
  • EBOM Common view. Shows an expanded view of the engineering BOM that includes manufacturing attributes for the part. This view is available only with Manufacturing BOM Management. From this view, you can view and edit the engineering and manufacturing attributes for a specified plant for parts in the BOM. BOM attributes can be edited only by users who are members of the organization that has design responsibility for that BOM. Plant-specific attributes can be edited only by users who are members of the organization that has manufacturing responsibility for the MBOM. For details, see Manufacturing BOM Management User's Guide: Viewing Part Bill of Materials - Common View.
  • MBOM Plant-Specific view. Shows the BOM for the part that will be used in the manufacturing process. This view is available only with Manufacturing BOM Management. From this view, you can view and edit the manufacturing attributes for a specified plant for parts in the BOM. Only users who are members of the organization that has manufacturing responsibility for the BOM can make local BOM changes through a corresponding MCO.

    For details, see Manufacturing BOM Management User's Guide: Viewing Part Bill of Materials - Plant-Specific View

  • MBOM Planning view. Shows the planning MBOM structure for the EC Part in context. From this view, manufacturing engineers can plan and restructure an EBOM for multiple plants, before its MBOM generation. This view is available only with Manufacturing BOM Management.

BOM Markups provide an isolated engineering work file for modifying BOMs. Markups allow engineers to work on a BOM without impacting its use in production. Items can be added to or deleted from a markup and existing items can be modified. The markup gives a pictorial view of changes with icon indicators and color designations for each type of change, showing at a glance modifications made to the BOM. Changes made in the BOM in edit mode can only be applied directly to development parts in a state before the Released state and production parts in the In In Work state. For all other part types and part states, a new markup is created to save the changes. See About BOM Markups.

EBOM Modes

The EBOM page has two modes: View and Edit. View mode provides a comprehensive view of the BOM and links to various BOM Reports. The Edit mode lets you add, remove, or replace BOM parts and modify BOM attributes.

On premises only: The View mode is the default.

To switch from View to Edit mode, do one of:

  • Click the Enable Edit Mode icon in the toolbar. All editable fields are highlighted in red.
  • Double-click a cell in an editable column that you want to edit. You can edit the field as required.
  • Double-click a noneditable row or a root part row. All editable fields are highlighted in red.

The double-click functionality is available only if you have authority to edit the part. This behavior is not supported for touch devices.

About Downloading a File Package

All users with read access to a part's subcomponent page can generate and download a package of files on the associated Part specification or Reference Document of the Part. The files directly checked-in to the Part are not included in the download. The download file is a .zip file for Windows or UNIX and contains two reports: a summary report and a multi-level BOM report.

On premises only: This is a System Administrator configuration option, so you may not see the Download Package link.

The Download Package wizard displays a table showing all document objects (part, CAD model, CAD drawing, drawing print, reference document) for which you have read access and that are related to the parent part, to the level specified. It also shows files that are checked in to those objects. You can:

  • Specify levels to include in the package.
  • Select specific documents for the package.
  • Download the package to your computer.
  • Name the .zip file and store it in a workspace folder.

See Downloading a File Package.

About BOM Formats

The BOM can be viewed in several different formats, which you can select a format the BOM page Reports menu.

  • Stored Format. Displays the BOM in the format in which it is stored in the database. Each BOM record shows its Reference Designator value as it was specified when the BOM was created.

    This format shows the Reference Designator as a single Reference Designator value, a delimited string of values, or a range of values, depending on the format used when the BOM was created.

    On premises only: This format is the default. Your Business Administrator can change this default.
  • Expanded Format. Expands the BOM display by showing each Reference Designator as a single BOM record.

    To be expanded, a BOM record must have a Reference Designator value in which the first character is a letter (alphabetical character), followed by a sequence of numbers. The Reference Designator value must be either a delimited string of Reference Designators (for example R1,R5, R8) or a range (for example, R16-R23). If a Reference Designator value does not meet these rules, the BOM record is shown as a single record instead of expanding it. In addition the Reference Designator field shows an Alert icon.

    The BOM cannot be edited in this format.

  • Delimited Roll-up Format. Collapses the BOM display by showing a group of instances of the same part as one BOM record. The Reference Designator value for the record is a delimited string. For example, suppose that there are three instances (R1, R2, and R4) of part CM-203011 on an assembly. If you select the Delimited Roll-up filter, the BOM shows one BOM record for the part, with a Reference Designator value of R1,R2, R4.
    On premises only: By default, the Reference Designator is shown as a comma-delimited string. Your Business Administrator can change this default delimiter.

    For records that are collapsed into one, if all values for a BOM attribute are not the same, the BOM displays the attribute value as a blank. For example if the values for Component Location are different for part instances R1, R2, and R3, the Component Location is blank.

    This format collapses only records that have the same Name, Type, and Revision and that start with the same Reference Designator alphabetical prefix. In addition, each record must have a value of 1 for Quantity. If a Reference Designator value does not meet these rules, the BOM record is shown as a single record instead of expanding it. In addition, the Reference Designator field shows an Alert icon.

    You cannot edit EBOM records in this format.

  • Range Roll-up Format. Collapses the BOM display by showing a series of instances of the same part as one BOM record. The Reference Designator value for the record is a range. For example, suppose that there are four instances (R5, R6, R7, and R8) of part CM-203011 on an assembly. If you select the Range Roll-up filter, the BOM shows one BOM record for the part, with a Reference Designator value of R5-R8.
    On premises only: By default, range values are shown with a hyphen separator (-). Your Business Administrator can change this default. For details, see Engineering BOM Management Administration Guide: Configuring Reference Designator Properties.

    For records that are collapsed into one, if all values for a BOM attribute are not the same, the BOM displays the attribute value as a blank. For example if the values for Component Location are different for all part instances R1-R3, the Component Location is blank.

    This format collapses only records that have the same Name, Type, and Revision and that start with the same Reference Designator alphabetical prefix. In addition, each record must have a value of 1 for Quantity. If a Reference Designator value does not meet these rules, the BOM record is shown as a single record instead of expanding it. In addition, the Reference Designator field shows an Alert icon.

    The BOM cannot be edited in this format.

Synchronization With ENOVIA Product Finder

Engineering BOM Management is synchronized with ENOVIA Product Finder such that, as you update a BOM in Engineering BOM Management, the product structure in ENOVIA Product Finder is automatically updated.

On premises only: BOM synchronization with ENOVIA Product Finder is available only on-premises and is off by default. To turn it on, contact your administrator.

To establish synchronization, clear Design Control in the Collaborate with Physical dialog box. See Collaborating From Engineering BOM Management.

Synchronization occurs only when:
  • You are signed into Engineering BOM Management using either the Leader or Author role.
  • You add, edit, replace, or remove level 1 parts in an EBOM in Engineering BOM Management for either a production, configured, or development part.
  • You change the level 1 parts of the BOM. (This is by default. Contact your administrator to customize for other levels.)

Note: sSynchronization updates all parts that are either the parent part or child parts of the level 1 part that you change. Updating a child part to a new revision applies only to the BOM in which you make the update.

When configured parts are synchronized with ENOVIA Product Finder depends on whether their BOMs are in WIP or non-WIP mode. In WIP mode (where the configured part is in In Work state with a BOM under it), the configured part BOM is synchronized after you save your changes. In non-WIP mode (where the configured part and all parts in its BOM are released), the parent part BOM is synchronized only after the accompanying CA with applicability is released only with the changes you make to the part. Parts that are children of the non-WIP parent are synchronized as they are added or removed from the parent.

BOMs for Production parts that are not released are synchronized with ENOVIA Product Finder after you save your changes. Released BOMs for Production parts are synchronized when Markups are applied at the time of the CO release.