Save BOM View

BOM data can be saved to a file to be analyzed or formatted in other applications. You can create specialized reports in Microsoft Excel or in other applications that read the comma-separated vales (.csv) file format for custom reports and printouts.

The BOM can be saved in either:

• The tree view layout with each instance of an item being a unique row.
• The flat layout with re-used items rolled up into a single instance with a total quantity.

The default file type is Excel (.xls).

Save a BOM View

1. In the item master, double-click an item.
2. In the item record, select the Bill of Materials tab.
3. Select either the tree view layout or the flat view layout for the BOM list.
4. On the BOM Edit toolbar, click Save BOM View. The Save As dialog box is displayed.
5. Select the directory in which to save the file.
6. Select either the Microsoft Excel file format or comma-separated values (.csv).
7. Enter a name for the file.
8. Click Save.
Note: All rows in the tree view layout are saved, whether or not the rows are collapsed.