The BomDoc is a source document that can be added at any stage during the development of the design - in essence a live parts list. Parts appear in the BomDoc automatically as the components are added to the schematic, and the designer can immediately begin exploring pricing and supply chain options, and assign preferred parts.
The designer can also select and arrange the columns, apply filters, add line numbers, add additional custom columns, add additional rows for custom items - in short perform all of the typical BOM preparation steps, during the design process. When the Project is used as the data source the Report Manager interface changes slightly, with the inclusion of the Column Grouping feature in the Columns tab of the dialog, more on this below.
When the project includes a BomDoc, it is used as the source for the Report Manager. In each case, the source document s will be compiled and the Report Manager dialog will open. The designer simply chooses which data to include in the generated BOM report. The following sections take a closer look at manipulation of the data to arrive at the desired BOM content prior to exporting the report. The fundamental difference in the Report Manager dialog is how the like-components are grouped together in a single row:.
A common approach used in a BOM is to have a row for each unique component. To achieve this, like-components must be grouped. In a BomDoc, the column grouping is configured in the Component Grouping dialog. The designer can then switch column grouping on and off using the View Mode buttons , instantly switching between Flat View one part per row or Base View parts grouped according to the settings in the ActiveBOM Component Grouping dialog.
If the Report Manager is using a BomDoc as the source, then the dialog includes the same View Mode buttons, use these to switch between one part per row, or grouped. The Consolidated View is used where their are variants, this is discussed later in the Catering for Variants section.
These differences in the Report Manager dialog can be seen by comparing the two following images hover the cursor over the image to change images. Typically there is no need to perform any layout changes to the data in the Report Manager dialog if a BomDoc is the source, but it is possible if required, using the grouping techniques described below. When the project is used as the source for the Report Manager , grouping of like-components is configured in the Report Manager. The Columns tab of the dialog includes the Drag a column to group section, as shown below.
Like-components will be grouped in the BOM when the contents of all grouped columns match. For example, in the image below, components C1 and C3 must have the same values for their Comment , Description and Value parameters, because they appear on the same row in the dialog.
Click, hold and drag a column from the Columns section of the dialog, then drop it in the Drag a column to group section to include it as a grouping parameter. Click the delete icon to remove a parameter from grouping. Enable a column's Show option to have that data included in the BOM.
Each enabled column will list information for each of the components found in the source document s , where such information exists. The order of the columns in the data region of the dialog can be changed by clicking and dragging a column heading to a new location, as required.
While moving a column header, valid drop locations are indicated by two vertical white arrows. If not all data is displayed in a particular column, either drag the applicable column separator to widen the column, or use the right-click Best Fit command. This command widens the column according to the longest field entry or header string length in that column.
To resize all columns to fit their longest field entry or header string length , use the Best Fit all Columns command. Data in any given column can be sorted in ascending or descending order by clicking on the column header away from the filter icon. Note that all columns will be affected but the rows will be sorted according to the column that was clicked.
Multi-column sorting is also supported, hold the Shift key as you click on subsequent column headers to sub-sort by that second column. To support this, the dialog provides the ability to apply custom filtering, giving you full control over the content of the BOM.
To apply filtering, click the filter icon , located to the right of each column header. Notice that the subsequent menu lists all individual row entries for quick selective filtering, or select the Custom… entry to access the Filter Editor dialog. Use the dialog to build up the filter, which can be based on values in any column. Refer to the the Filter Editor dialog page for more information.
Once a filter has been applied, the filter icon turns blue to indicate custom filtering is in force for that column. Products down columns and dates across rows. The problem is that it is a horrible way to calculate. Computers organise data in tables. Humans want to view reports in matrices. Calculation is awkward and nasty in matrices. The logical answer is to make calculation sheets and reporting sheets separate and distinct. Calculations are calculations, reports are reports and never the twain shall meet.
Do all calculations in tables and you will be set to apply this powerful and versatile method. Exploding tables leverages the power of hierarchical data. Planning involves working with two kinds of measures- time and volume. Time already falls into an easy and familiar hierarchy. Minutes roll up to hours, hours to days, days to weeks and months. Forecasts usually come in months or weeks. Purchasing likes to work in days. Production and capacity planning prefers minutes and hours.
This structure also applies to product and volume. Families are made up of product items. Products comprising of components. Manufactured items composed of process operations. Simply put: Exploding tables is a way to take data that is expressed at an aggregate level family forecast, product demand and generate the data at the lower level SKU-level forecast, component demand.
If you want to use the development template, there is something that you should know. This template is for developing systems. It is not a template for a system. I have recorded a set of nice tutorials for you to learn how to use how to use the template. You can access them all here. If you prefer to jump straight to the tutorial one Exploding Tables then you can do so.
Exploding tables is a way to take a set of values for an aggregate or parent item and express them in terms of a detailed lower level. For example, taking demand at a parent item level and expressing it in terms of a child item. Or taking a forecast expressed in months and converting it to weeks. Download the example workbook for Exploding Tables.
For users with Excel and older, please click this link. The first step is to calculate how many child items there are for each parent. So, take our parent-child example. At its most complex, a BoM is a multi-level document that provides build data for multiple sub-assemblies, which are essentially products within products. It may also include attached reference files, such as part specifications, computer-aided design CAD files and schematics.
A production planning and inventory control system for material requirements planning MRP integrates data from production schedules with that from inventory and the bill of materials to calculate purchasing and shipping schedules for the parts or components required to build a product.
A bill of materials is usually used in cost accounting systems in order to calculate the cost of finished goods. BOMs are especially useful in understanding the manufacturing and supply chain challenges involved with building any product, which include estimating costs, controlling inventory, and accounting for changes in material availability. Thanks to its universal accessibility, Microsoft Excel is often the first choice software for BOM documentation.
However, a generic spreadsheet is certainly not an ideal BOM tool, and consistently managing BOM information in Excel requires some dedicated planning and organization.
A solid BOM template can definitely ease the pain, at least to a point. That usually requires migrating data from existing Excel BOMs. A bill of materials may contain the following information:.
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