Bill of Materials Reference

What's New:2020.1, 2023

Access

• Ribbon: Assemble tab Manage panel Bill of Materials
• In the drawing environment, right-click a single assembly or subassembly in the browser and select Bill of Materials.
• Right-click the part list in the drawing environment and select Bill of Materials.

Toolbar:

Exports the bill of materials. Set the appropriate options in the Export Bill of Materials dialog box.

Exports the bill of materials to the Engineers Notebook. Set the appropriate options in the Insert into Engineer's Notebook dialog box.

Sort

Sorts the contents of the Bill of Material. You can sort in ascending or descending alphabetical order based on any column currently displayed in the BOM.

In the Sort dialog box, click the more button to access options to control the sort behavior: You can select to sort by numerical order or sort by string (default).

Renumber

Renumbers selected rows based on the current numerical sort order in the BOM table. A start value and increment provide more control of number assignment.

Note: If a pre-selection is set, those rows belonging to the same parent, but are not in the selection, are not renumbered.

Choose Columns

Displays the Customization dialog box and the add or remove BOM columns.

Add Custom iProperty Column

Adds a custom iProperty column to the BOM. Specify the name and data type for the new column in the Add custom iProperty Columns dialog box.

View Options

Enable/Disable a BOM View enables and disables a type of the BOM view.

View Properties when the Structured and Model Data tab is enabled. This option provides controls to set the level and options that affect item numbering for components displayed in the Structured tab.

Filter Member Columns

Displays the read only name of the active Model State or iAssembly row. When in an iAssembly Structured view, displays the name of the active row and the available table rows.

Show/Clear

Enabled when the selected row is read/write, and contains merged or promoted items where editing is restricted. When Show is selected, only items expanded are available for edit.

Part Number Row Merge Settings

Allows different components with the same part number to be treated as the same component.

Cancel the selection to prevent rows from merging based on part number equivalency.

Update mass properties of all rows

Updates the mass for all components in the assembly.

Create Virtual Component

Creates a virtual component in the assembly. The virtual component displays at the bottom of the assembly browser.

BOM Settings

Enable or disable:

• Hide Suppressed components in BOM
• Automatically number items sequentially

Formula bar:

Create Expression

Opens the Property Expression dialog box. Creates an expression that is saved in the corresponding iProperty.

Expression field

Displays the expression or value corresponding to the selected BOM cell.

BOM Views:

Model Data

Displays the BOM data in a structure that is equivalent to the modeling structure of the assembly data. This display of data is used for editing Reference and Phantom components. The data is not an actual BOM View reported in a Parts List.

Structured

An actual BOM View reported in a Parts List.

Parts Only

Shows all components in a flat list. Normal Assemblies are not displayed in the Parts Only view.

BOM Customization:

Import

Imports and applies a customization of BOM columns and row merge settings to the current assembly.

Export

Exports the current customization of BOM columns to an XML file.

Column Header Context Menu

Sort Ascending or Sort Descending

Adds the column to the sorting set. Uses the column values to sort the BOM in an ascending or descending order.

Clear Sort

Clears the sorting set. The BOM items are left in the last sorted state.

Best Fit

Resizes the selected column to fit all current contents of the column cells.

Unavailable if the Best Fit (all columns) option is selected.

Best Fit (all columns)

Resizes all visible columns to fit all contents of the cells.

The width of any column changes to the best fit size when the content of the column changes.

Runtime Column Customization

Displays the Customization dialog box to add or remove BOM columns.

Add Custom iProperty (all components)

Available on Custom columns only. Adds the custom iProperty to all components.

Create Instance Property (all instances)

Adds instance properties to all instances.

Delete Instance Property (all instances)

Deletes every instance property value in the selected column.

Row Header Context Menu

Open

Opens the component file (assembly or part) in a new window. Closes the Bill of Materials dialog box.

Renumber

Renumbers rows based on the current sort order of the rows in the BOM table.

Expand All Children/Collapse all Children

Expands/collapses all child component rows under the selected parent row.

Delete Instance Row

Deletes every instance property value in the selected row.

Capitalize

Capitalizes all letters in the selected row.

Cell context menu

Custom iProperty

Deletes instance property by changing it to custom iProperty.

Instance Property

Creates an instance property.

Find or Replace

Finds or Replaces occurrences of a searched string.

Calculate Quantity/Static Quantity

Controls if the Quantity value is calculated or overridden in the BOM. Available only for cells in the Quantity column. You can have a unique override value for each model state.

Note: If you edit the Quantity value, Static Quantity is selected automatically. Select Calculate Quantity to discard the override.

BOM Item Status Indicator Legend

The BOM item field font displays differently based on the item's current status.

Item Appearance	Item Status	Font	Label / Field
	Normal	Normal	Normal
	Locked	Color: Orange, Character: Bold, italicized, and underlined.	No change
	Overridden	Color: Blue Character: Bold	Item label: Overridden
	Locked and overridden	Color: Blue Character: Bold, italicized, and underlined.	Item label: Overridden
	Duplicate	Normal	Item label: Normal Field: Yellow
	Duplicate and overridden	Color: Blue Character: Bold	Item label: Overridden Field: Yellow
	Locked, duplicate, and overridden	Color: Blue Character: Bold, italicized, and underlined.	Item label: Overridden Field: Yellow