Report Format File Setup Dialog Box - Schematic Bill of Material

Find

 Command entry:  AEFORMATFILE

Select Bill of Material from the Schematic report list.

Category

By default, the report lists schematic components. Select a different Category to run the report for one-line, one-line bus-tap, hydraulic, pneumatic, P&ID, or user-defined components. These components are each identified by a unique WDTYPE attribute value.

Include options

Specifies to include cables, connectors, or both in the report.

Display option

• Normal Tallied Format: identical component or component/assemblies are tallied and reported as single line items (for example, Red push-button operator 800EP-F4 with 800E-A3L latch and two 800E-3X10 N.O. contact blocks).
• Normal Tallied Format (Group by Installation/Location): identical component or component/assemblies with the same installation/location codes are tallied and reported as single line items.
• Display in Tallied Purchase List Format: each part becomes its own line item (for example, no longer any subassembly items) and each is tallied across all component types. For example, all 800E-3X10 N.O. contact blocks for all components are reported as a single line item.
• Display in By TAG Format: all instances of a given component-ID or terminal tag are processed together and reported as a single entry.

Installation Codes to Extract

Extracts only the information for components with specific installation values. Indicate to process all components, components without an installation code, or only components marked with an installation code that matches that entered in the edit box. Wild-cards are supported.

Once you click Named Installation, you can type the installation code in the box or click List: Drawing or List: Project to select from a list of used installation codes.

Location Codes to Extract

Extracts only the information for components with specific location values. Indicate to process all components, components without a location code, or only components marked with a location code that matches that entered in the edit box. Wild-cards are supported.

Once you click Named Location, you can type the location code in the box or click List: Drawing or List: Project to select from a list of used location codes.

Report options

• Save Report to File: Saves the report to a file. Select the type of output file from the Save Report to File dialog box. You can define multiple file outputs. Choose from: ASCII report (.rep), Comma Delimited (.csv), Excel spreadsheet (.xls), Access database (.mdb), and XML (.xml) format.

  First Section Only shows only the selected option (such as title line or time and date) on the first section of the report if multiple sections are used. If not checked, the selected options are shown on all report sections.

• Change Report Fields: Changes what data fields are reported and the order in which they appear. You can change the justification of any column and the column label. The Description field can be multi-lined. If you include the Description field in your report, you choose which lines make up this field. Toggle on and off the specific fields to define the Description.
• Put on Drawing: Opens the Table Generation Setup dialog box for specifying how to display your report as a table on your drawing.
• Sort Fields: Controls the sorting order of the fields in the report.
• User Post: Opens the Report Data Post-processing Options dialog box where you specify which options to run when the report is generated.

Note: The options are saved in the format file after you click OK on the dialog boxes. If you are working in an unnamed format file, you must save the data after you click Done to keep the changes you made.

Breaks

• Special breaks: Specifies the value that controls the section break. The list displays the report-specific content to apply to the special break.
• Add Special break values to header: Adds the special break value to the page header. For example, if you select a special break of Installation/Location, the values provided for these devices in the schematic are displayed in the report section header.

Format File

Format files define specific criteria applied to the report before generating the report to screen, printer, file, or automatic generation.

• Open Format File: Selects format files to edit. The Report Format Settings File Selection dialog box opens and displays a list of format files (.set) in the user subdirectory. Select a file to edit from the list and click OK.
• Save Format File: Saves a format file on the hard disk for later retrieval and usage when generating reports.
• Save As Format File: Saves a format file that you opened and modified with a different name.

The default location for format files is \Users\{username}\AppData\Roaming\Autodesk\AutoCAD Electrical {version}\{release}\{country code}\Support\User\.