Copying an Unconfigured BOM

You can copy a BOM from one part to another to create a similar BOM.

  1. Open a part's EBOM tab. See Part Bill of Materials.
  2. From the page toolbar, click Enable Edit Mode.
  3. Check the box next to the part you want to work with.
  4. Click Insert Part > Insert as Child > From Assembly or Insert Part > Insert Part To. The Search page opens where you can search for and select a part. See Predefined Queries.
  5. Click Submit.
    • If you insert a part that is from another BOM, the BOM for the selected part opens with the copied part / assembly included. You can then use in-cell editing to change attributes. See Editing Part Bill of Materials.
    • If you insert a child part from the current assembly to a BOM that is already associated with the current part, you receive a message: 
      A BOM is already associated with Part XXXX.
  6. You have the option of appending BOM items to the existing BOM, or replacing the current BOM.
    • Click Append to append BOM items to the existing BOM. Duplicate find numbers are automatically changed and assigned a different number.
    • Click Merge to merge the BOM items to the existing BOM. You can change duplicate find numbers for parts in the BOM.
    • Click Replace to replace the existing BOM with items from the target BOM. A message is shown: 
      Target assembly's children will be removed. To continue, click OK. 
Otherwise, click Cancel.

      The Select EBOM Parts page opens.

  7. Click the check box for each part that you want to include in the BOM.
  8. Click Submit.

    The EBOM tab shows the added parts. You can make changes to these attributes:

    F/N. Find Numbers are identifiers used on drawings as "bubble" callouts. Find Numbers are integer values (for example, 15, 9853).

    On premises only: Find Numbers are shown without leading zeros by default. However your Business Administrator can change this default. For details, see Engineering BOM Management Administration Guide:Configuring Find Number Properties.
    Note: If a part copied from another BOM has the same F/N as a part that is in the destination BOM, the copied part will be assigned a new F/N.
    On premises only: The new F/N will be the sum of the highest F/N in the BOM and the number your administrator sets.

    Reference Designator. The Reference Designator ID is used on Printed Circuit Cards to indicate the location an electronic component is to be inserted. A Reference Designator ID can be one or more alphabetical characters followed by one or more number characters, for example: R25. Reference Designators are usually values like R1, R2, R7 or C1, C5 (R for resistor and C for capacitor).

    You can use either of these formats for the Reference Designator value:

    • A single Reference Designator value, for example: R3.
    • A delimited sequence of values, for example: R1,R2,R3,R5,R7.
      On premises only: The default delimiter is a comma (,). Your Business Administrator can change the default delimiter.

    The number of Reference Designators in the sequence must match the value you enter in the Quantity field. For example, if you specify R1,R2,R3,R5,R7 in the Reference Designator field, you must enter 5 in the Quantity field.

    • A range of values, for example: R1-R3. (Include the start and end values in the range that you enter.)
      On premises only: The default range separator is a hyphen (-). Your Business Administrator can change the default separator.

    The number of Reference Designators in the range must match the value you enter in the Quantity field. For example, if you specify R1-R3 in the Reference Designator field, you must enter 3 in the Quantity field.

    Component Location. Similar to Reference Designator, but is used to give additional location information and/or can be used by industries other than electronics. For example, it can be used to indicate which motor is failing all the time, the one by the window or the one by the furnace.

    Quantity. Type the quantity of the selected part to include in the BOM. The number must match the number of Reference Designators.

    Usage. Select the usage:

    • Standard. Standard / bought part that can be used for both product design and manufacturing purposes, such as a fastener.
    • Reference. Part that is used to define the product design definition of the BOM.
    • Reference-Eng / Reference-Mfg. Specifies if the part is used as reference in an engineering or manufacturing context.
    • Per Sales Order. Part that is used to fulfill a sales order.
    • As Required. Part that has no designated usage, but is used wherever it is needed.
    On premises only: BOMs by default are unique based on Find Numbers, but they can be also be configured for uniqueness based on Reference Designator IDs or other attributes. When creating BOMs, ensure that uniqueness is maintained.