Map design and part properties for alignment

When you import the existing design structure and engineering BOM (Usage BOM or Assembly BOM) from an external system, they may not be aligned. Once you have these structures, identify the set of properties you want to use for alignment and map them using the preference Pma0_Align_DBOM_EBOM_Criteria.

Procedure

1. Search and edit the preference Pma0_Align_DBOM_EBOM_Criteria to specify the BOMLine property names that need to be matched for occurrence as well as design-part alignment.

2. Enter the property values in the following format:

   D_Id:P_Id, D_Name:P_Name
   D_Quantity:P_Quantity
   

   Here, D_Id is a design property, and P_Id is a part property. In this case, two sets of properties are specified.

   • Property set 1 = D_Id:P_Id, D_Name:P_Name
   • Property set 2 = D_Quantity:P_Quantity

   Within property set 1, for successful alignment, all the specified property values must match and be unique across both the design and the part. You can also include custom properties with types such as int, string, typed reference, and double.

Occurrence alignment is performed according to the order specified in the preference. The maximum possible alignments are achieved using the D_Id:P_Id AND D_Name:P_Name property set before moving to the next set of properties. Once aligned using a previous property set, the occurrence alignment is not removed, even if the occurrences match for alignment in a subsequent set of properties. This means that the first alignment performed using any set is the final alignment for that occurrence.

For example, if alignment is achieved using the D_Id:P_Id AND D_Name:P_Name property set, this is considered as the final alignment. Even if further alignments are possible using D_Quantity:P_Quantity, the Quantity property is ignored.

This preference is not used by automated update and guided update.

Note

If you use Reference Designator as a property for alignment, the system performs the alignment when the design side values fall within the specified range on the part side. For example, the following three design occurrences are aligned with a single part occurrence as all the Reference Designator values on the design are present in the Reference Designator of the part.

Design	Part
D_Capacitor (Ref Designator = R1)	P_Capacitor*3 (Ref Designator = R1, R2, R3)
D_Capacitor (Ref Designator = R2)
D_Capacitor (Ref Designator = R3)

You can control the display of the reference designator property values.

What to do next

You can perform design-part or design occurrence-part occurrence alignments by:

• Running the pma0_align_dbom_and_ebom utility. Your end users can run the default workflows for the required type of alignment.

OR

• (Optional) You can create custom workflows that internally use existing handlers for design-part or design occurrence-part occurrence alignment with additional validations for your end users to run.