Align a design structure and engineering BOM by matching the properties using a workflow

In your system, you may have an existing design structure and an existing engineering BOM (Usage BOM or Assembly BOM) that are not aligned. This is a common scenario when importing BOM from an external system. In this case, instead of identifying and selecting occurrences for alignment manually, you can perform the alignment automatically by using the following workflow.

Prerequisites

Ensure that your system is set up for alignment using property matching.

Procedure

1. Set an active change, if required.

2. Open the design structure or engineering BOM that you want to align and select the top product or item.

3. Click More Commands > Manage > Submit to Workflow on the primary toolbar.

4. In the Submit to Workflow panel:

   • Click All.
   • Select Template as Align DBOM and EBOM and click Submit.

   Alignment is generated for the selected occurrences based on the previously set matching property criteria.

The alignment report is generated in the AlignBOMReports sub-folder inside the NewStuff folder.