Generate an aligned Usage BOM through a workflow

Procedure

1. Set an active change, if required.

2. Open the required design structure (design revision).

3. In the structure:

   • For the design occurrences for which you do not want to generate the corresponding part occurrences, set the Part Required field to False

   • For a bought out part, set Part Required as True for the parent design and as False for all its design occurrences.

   • To mark the corresponding part occurrence as a generic part, set Align to Generic Part to True.

   • For design occurrences representing a flexible part, your administrator must have set the automatic creation and alignment of a flexible part by grouping corresponding designs. However, you can override the automated alignment by first manually aligning designs with the flexible part. Next, open the flexible part and select the Has Multiple Designs check box.

     After aligning designs with the flexible part, if you want to realign the flexible parts with some other designs, you must first remove the alignment between the designs and the flexible part, and perform the alignment again.

4. Go back to the previously opened design structure, select the topmost design, and click More Commands > Manage > Submit to Workflow on the primary toolbar.

5. In the Submit to Workflow panel:

   • Click All.
   • Select Template as Generate Product EBOM and click Submit.

   A Usage BOM is automatically generated for the selected design structure, and the design occurrences and part occurrences are aligned. The aligned parts are listed in Aligned Parts.

   For a design that occurs multiple times in the design structure, in the generated Usage BOM, there will be only one corresponding part occurrence with the quantity same as the number of times the design occurs.

Results

A report is generated in the Newstuff > BOMGeneration folder. You can go through the contents of the report to troubleshoot any BOM creation and alignment issues. You can also perform an alignment check to verify if the design occurrences and part occurrences are aligned correctly. You can also perform a visual compare of the design structure and the generated Usage BOM in Details > 3D.