To Work with Bill of Materials

What's New: 2022

It is possible for different components with the same part number to appear at the same level in the BOM. In this case, quantities are summed together and properties that do not match are reported as Varies in the BOM.

1. On the ribbon, select the Assemble tab Manage panel Bill of Materials .
2. Optionally, do one of the following to change the table display:
• Drag column headers to change the display order.
• Select the Model Data tab to display a view equivalent to the assembly browser without item numbers. This display cannot be reported in a Parts List.
• Select the Structured tab to display a BOM view that can be reported in a Parts List. Right-click to enable.
• Select the Parts Only tab to display all parts with no assembly structure that can be reported in a Parts List. Right-click to enable.
3. To edit a BOM cell:
   • Select the BOM cell and enter a new value. If the field is an iProperty, the value is written to the iProperties of the source file when saved.
   • Double-click an entry in the BOM Structure column to enable the structure drop list.
Note: Select a BOM cell to highlight the component in the browser and graphic window.
4. Optionally, right-click one or more cells to open the selected components in separate new windows.
5. Optionally, right-click a cell and do one of the following:
   • Use Copy or Paste.
   • Select Capitalize to capitalize all text in the selected field.
   • Select Find (or Replace) and then set the options in the dialog box.

Important: A suppressed component does not participate in the Bill of Materials in the following Model States:

• The Master model state in a migrated Level of Detail.
• The default Master model state in a new file.
• A new model state that is not a substitute.

Tip: You can copy and paste a BOM selection to Microsoft Excel for editing. After editing, copy and paste the data back to the BOM table if the selection is identical to the original.

What is BOM delegation? The BOM delegation message appears when the active model state meets one of the following conditions:

• The model state is a migrated non-Master Level of Detail.
• The model state is a migrated substitute part LOD.
• The model state is a substitute part file.

The BOM for a substitute uses the model state of the source assembly. The BOM for a migrated non-Master LOD and a migrated LOD substitute uses the Master model state Bill of Materials.

Tip: You can edit the BOM of a migrated Master LOD. You cannot edit the BOM of a migrated non-master LOD. If you want to edit the BOM of a migrated LOD, create a copy of the model state and then edit the copy. Optionally, keep the editable copy and delete the migrated model state.

BOM and Instance Properties

Instance properties are properties assigned to individual component instances that are stored in the parent assembly. Unlike iProperties, instance properties don't affect the referenced component files. To learn how to work with instance properties using the BOM dialog box, see To Work with Instance Properties.