Create a BOM View

Follow these steps to create and configure a BOM view for a workspace.

1. Open the BOM Layout Page

You configure a BOM view for a workspace using the Workspace Manager BOM Layout page.

  1. On the Administration menu, click Workspace Manager.
  2. In Workspace Manager, expand the workspace's panel.
  3. Click Bill of Materials Tab.

2. Create the New View

  1. On the BOM Views header, click the Add View icon .
  2. Enter a View Name.
Note: You cannot add fields to the view until you enter a name. Create a new View
  1. To make the new view the default view, click the Default check box.

3. Add Fields to the View

To add System BOM fields

To add System BOM fields to a view, use the Source Field chooser. The chooser also lists Custom BOM fields.

  1. On the new blank layout, click the Add Field Tile button. Add a field title

  2. On the blank field tile, click the Source Field chooser. Add a source field

  3. In the Choose BOM Field Source popup, click the name of the field you want to add, and then click OK Note: You can change a tile's Source Field any time.

  4. Continue to add System BOM fields in the same way as needed.

To add Custom BOM fields

You can add Custom BOM fields to a view using drag and drop. Custom BOM fields are those created for the workspace, including Roll-up fields. For help on creating Custom BOM fields, see Create Fields.

  1. Click and drag the field from the BOM Fields panel onto the view layout. Drop and drag to add custome BOM fields

Source Field and Display Name are automatically populated. The Display Name of fields with Units of Measure (UOM) include the field's UOM in square brackets after the field name (for example, Total Weight [kilograms])). Finished dropping fields into the BOM views dialog

  1. Continue to add Custom BOM fields in the same way as needed.
Tip: To change an added field's Source Field, you must use the Field Source chooser. You can also use the chooser to add a Custom BOM field.

To add fields from other sources

In addition to BOM fields, you can add fields to the view from these other sources: Item Details, System Sourcing, Custom Sourcing, and System. You add these types of fields using the Field Source chooser like you do when adding System BOM fields.

  1. Click the Add Field Tile button.

  2. On the blank field tile, click the Source Field chooser.

  3. In the Choose BOM Field Source popop, click the source type to expand the list of available fields. Pick fields to add

  4. Click the name of the field you want to add, and then click OK. Note: You can change a tile's Source Field any time.

  5. Continue to add fields from other sources in the same way as needed.

Important: If you are adding Sourcing fields to the view, note that the values pulled into the view are those from the BOM item's selected Quote only as shown in this example:

Sourcing fields

4. Configure the View's Layout and Appearance

To re-order field columns in the view:

To customize how field names appear in the view's column headers:

5. Save the View

To save the new view and its layout:

To close the BOM Layout page:

Parent page: Configure BOM Views