Align design occurrences and part occurrences manually

You can generate an engineering BOM (Usage BOM or Assembly BOM) from a design structure, and vice versa. On generating the engineering BOM or design structure, the two BOMs are automatically aligned with each other. If you want to update any alignment, you can again align design occurrences and part occurrences manually.

If a design is revised to make some design changes, and you have not revised the corresponding part, it is recommended that you revise the corresponding part before aligning the design occurrence and part occurrence. If you do not revise the part, an error stating that the design occurrence and part occurrences are already aligned will be displayed. In such a case, first, remove the alignment and then align the part occurrence and design occurrence again.

Procedure

1. Set an active change, if required.

2. Search for a design structure (design revision) or an engineering BOM (part revision) and select it. Click More Commands > View > Align.

   OR

   Open the design structure or engineering BOM. Click Align > Open Alignment View.

   The design structure and the engineering BOM are displayed side by side.

   Before clicking Open Alignment View, if you had applied any variant and configuration criteria to the engineering BOM, the aligned design structure is displayed based on the applied variant and configuration criteria.

   If you had set a specific partition scheme on the engineering BOM, only the engineering BOM loads with that scheme in the alignment view. The partition scheme is not applied to the design structure.

3. For a bought out part:

   • Verify if the Assembly Indicator is set as Supplier Part.
   • If your bought-out part is not set as Supplier Part, first check if the part occurrence is aligned by clicking the Intermediate status. If the part occurrence is aligned, remove the alignment by clicking Remove Alignment.
   • For both part and its design, set Assembly Indicator as a Supplier Part.

4. From the design structure, select a design occurrence. And, from the engineering, select a part occurrence.

   You can align multiple design occurrences to a singe part occurrence. For example, you can align the design Wheel that appears four times in the design structure with the part Wheel that occurs only once in the engineering BOM. However, the quantity is not set as 4 for the part Wheel. To update the quantity, perform an automated or guided update.

   To select multiple occurrences, click CTRL and select each occurrence. To deselect an occurrence, click CTRL and select the occurrence again.

   Note

   If a design occurrence or a part occurrence is not available in the design structure or engineering BOM, you can add the occurrences in the alignment view itself. You can also remove or replace design occurrences and part occurrence. You can view the changes by enabling Show Redlines. After editing the structures, perform the manual alignment.

5. In the work area toolbar, click Align.

   The indicator next to the part occurrence and design occurrence shows that the two are aligned.