Generate an aligned Assembly BOM through a workflow

Procedure

1. Set an active change, if required.

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

3. In the Tree view:

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

   • If you want to generate partitions corresponding to specific design occurrences, set the Part Required field to False and also set the specific property for partition generation as defined by your administrator.

   • You can assign a specific part number to design occurrences using the Assigned Part Number property. When generating an aligned Assembly BOM, the corresponding parts are created with that assigned part number. However, if a design-part alignment pre-exists, the Assigned Part Number property is ignored. Note that, this property gets cleared post generation of parts.

   • For a bought out part, set Assembly Indicator as Supplier Part for the parent design.

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

   • For design occurrences representing a flexible part or multiple instances of a bought-out flexible part assembly with different Id, 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 Part EBOM and click Submit.

   An Assembly 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 Assembly 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 Assembly BOM in Details > 3D.