Create BOM Report

Create BOM reports that show Parts-level, First-level, and Multi-level views.

Note: Structure is not shown in BOM reports. For this reason, the BOM row order is significant for Multi-level BOM reports. The row order can be leveraged to show the level of the BOM.

Vault comes with three out-of-the-box BOM templates that can be used to create BOM Reports:

• BOM- First-Level.rdlc
• BOM - Multi-Level.rdlc
• BOM - Parts-Only.rdlc

Note: The BOM Report templates are located at C:\Program Files\Autodesk\Vault [Edition] [year]\Explorer\Report Templates. See Create Report Templates for more information about designing your own template.

Create a BOM Report

1. Open the item for which you want to generate the BOM report and select the BOM tab.
2. Identify the structure that you want to show in the BOM report by selecting Multi-Level, First-Level, or Parts Only from the View drop-down.
3. If you are planning to create a multi-level BOM report, modify the row order of the BOM so that the row order can be leveraged to show the level of the BOM.
4. Right click on any item in the BOM grid and select BOM Report.
5. On the Select Report Template dialog, identify the path to the BOM report template that you want to use or click Browse Files to browse to that directory.
   Important: The BOM Report template must match the structure view you selected. For example, if you selected Parts Only, you must choose a template that supports the Parts Only view.
   Note: The Browse button defaults to Report Templates directory provided by Vault.

   You can also click the drop-down arrow beside the Browse Files button to specify whether you want to browse for templates on the local machine or in a vault.

6. Select the BOM template that matches the view that you selected and click Open.
7. Verify that you have identified the correct template and click OK.