View BOM Details

Control how rows are displayed in the BOM view of an Item Record to better suit your work environment.

Note: The BOM can only be edited when it is in the multi-level view.

View BOM Details

  1. In the Item Master, double-click on an item to open the item record.

  2. Select the Bill of Materials tab.

    The Bill of Material for the selected item is listed.

    Note: To edit a Bill of Materials, you must click Edit on the Item Record toolbar.

  3. You can choose to view the BOM either by date or revision:

    • View BOM by Revision – Select a revision from the revision drop-down. The date the revision was last used prior to being superceded by a newer revision is displayed in the date drop-down.

      Note: Depending on the current item state, not all items may be displayed. Items in the Obsolete state only display the latest revision.

      Revision Settings

      • Latest– The current BOM. There may be items in any state in the BOM.

      • Prior Revisions– Past released BOMs.

        Note: Views of past released BOMs are read-only, even if the item record is in edit mode.

    • View By Date–Select a Date from the Date-Picker drop-down. You can select a date all the way back to the item's creation date.

      Note: Changes to the Date-Picker do not affect the displayed BOM if the Latest is selected.
    Note: You cannot edit information for previous revisions.

    Items in the Obsolete state display the previous revisions and the latest.

  4. Select a method for displaying the BOM from the Structure drop-down list:

    • Multi-Level - a hierarchical list

      Note: BOM rows can only be modified when the BOM is in Multi-Level view.

    • First Level - the top level items

    • Parts Only - items for parts only

  5. Filter whether all BOM rows are displayed, or only rows that are turned on or turned off using the BOM Rows drop-down list.

    • All Rows–All BOM rows are displayed regardless of whether they are turned on for the BOM.

    • On Rows Only–Only rows that have been turned on for the BOM are displayed.

      Note: When Parts Only view is selected, the row filter is automatically set to On Rows Only and cannot be changed.

    • Off Rows Only–Only rows that are turned off are displayed.

  6. Configure how rows and row data are displayed.

    • Sort by Column Value–Click a column heading to sort rows by that value. For example, click the BOM Rows On/Off icon to sort by whether a row is turned on or off.

      Tip: Right click on a column heading and select Sort Ascending or Sort Descending to immediately sort by that order.

    • Align Column Data–Right-click on a column heading and select Alignment from the context menu. Select whether you want column data displayed as left-aligned, centered, or right-aligned.

    • Auto-size the Column Width–Right-click on a column heading and select Best Fit to automatically resize the column to fit the data displayed.

    • Remove Columns–Right-click on a column heading and select Remove This Column to automatically remove that column from the display.

    • Customize the View–Right-click on a column heading and select Customize the View to open the Customize View dialog. Click Fields to control which columns and fields are displayed in the BOM view. Additionally, you can choose whether to show grid lines or include automatic column sizing by clicking the Other Settings button on the Customize View dialog. Click Reset to restore the BOM view to product default settings.

  7. Right-click on a BOM row to take additional actions:

    • Turn row on–Turns the item on for the BOM.
    • Turn row off–Turns the item off for the BOM.
    • Add Row–Adds a new item row to the BOM. Select whether you want to add an existing item or a new item to the BOM. See Add Row to BOM for more information.
    • Remove Row–Removes an item from the BOM, including any item links or children items. Removing a row for an assembly in the BOM removes the assembly row and all corresponding child rows. See Remove Row from BOM for more information.
    • Assign To–Assign the item to a file.
    • Turn Branch On–Turns on the item and all children items for the BOM.
    • BOM Report–Create a BOM report based on the row level view structure used in the BOM tab.
    • Open–Opens the item record for viewing.
    • Update–Gets the latest version of the associated file(s) and updates the BOM to reflect any changes. For example, if a component has been added, the BOM is automatically updated to show the new component item.
    • Change Number–Opens the Change Item Number dialog so you can edit the item number.
    • Change State–Select a new lifecycle state for the item.
    • Go to–Go to the change order associated with the item, go to the folder where the associated file is located in Vault, or go directly to the item in Vault.
    • Create Shortcut–Add the item to the My Shortcuts pane.
    • Expand All–Expands all levels of the item hierarchy.
    • Collapse All–Collapses all levels of the item hierarchy.
    • Details–Access and configure item security.
    Note: Turn row on, Turn row off, Add row, Remove row, Assign to, and Turn Branch On commands are only available when the item record is in edit mode.
Parent page: Bills of Materials (BOMs)