制造商和供应商数据来源

BOM Portal 的一项核心功能,是为当前托管 BOM 动态获取实时的制造与供应商信息。当系统完成对 BOM 内容的映射与分析后,会自动从 Altium 的资源(包括 OctopartIHS Markit 以及其他已启用的零件数据源)填充每一行条目的关键零件信息。

采购来源的制造商和供应商数据以附加列的形式提供,每列都标有相应的图标 。这些数据包括制造商和采购的适用性信息,例如:

  • 制造商零件的生命周期、标准合规性、交期。

  • 可下载的 PDF 数据手册,由 IHS Markit 及其他制造商、供应商与零件数据源()提供。数据手册也可在信息窗格 Part Data 选项卡视图的 References 区域中获取。

  • 供应商 SKU、库存水平,以及全面的定价数据。

视图中的 Order List 列展示由系统基于元件有效性数据与供应商价格/可用性自动推导出的采购信息。可在每个供应商方案条目关联的下拉菜单中选择替代的供应商零件;该菜单会提供针对已启用供应商的详细供货数据选项——参见 BOM Settings 可启用或禁用供应商。

Order List 列指定将被采购的供应商零件。条目包含总体库存可用量、价格摘要信息,以及用于选择替代供应商库存与采购方案(Offers)的下拉菜单。

使用条目的库存可用量菜单选项(),可查看当前所选 BOM 项目的库存水平摘要。该摘要会覆盖所有可用供应商(工作区已启用的 Part Sources),而不仅限于此托管 BOM 已启用的供应商(你的 Favorite suppliers)。

展开该零件的 Order List 下拉菜单,可访问来自已启用供应商的替代采购方案(Offers)列表。系统会访问实时的供应商采购数据,根据库存水平、可用阶梯价、可接受的多余件(Surplus)水平、最小订购量(MOQ)与总成本,为你填充最优价格的报价。

存在附加考量的报价会在 Total 列以高亮显示。将鼠标悬停在相关信息图标上,可查看具体说明,例如为利用有利的阶梯价而提高了订购数量,或该订单将超过供应商的可用库存。

Price Break 列选择 Show More 选项,可查看该供应商的其他订购数量选项。

点击替代供应商报价旁的操作按钮  ,即可选择该报价并更新该 BOM 条目的 Order List

完成选择后,该 BOM 行的 Order List 将更新为新的报价详情,所有相关的价格与数量随之联动更新,包括单板成本(Board)与订单总成本。

 

打开 BOM 的 Supply Chain 视图,可获得面向采购的 BOM 数据视图;页面上方区域包含当前 BOM 的成本汇总、所用供应商分布与相关库存可用性。若需了解将 BOM 交付到生产制造阶段的更详细适配性信息,请参阅下文的 BOM Dashboard 概览。你也可以按需启用/禁用数据列,以将该视图配置为符合自身采购侧需求。

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BOM Portal 会尝试基于已启用供应商的最优惠报价(包括阶梯价),为每个 BOM 零件实现最优价格方案。由所选供应商报价形成每个条目的总成本 (Total),该成本可能包含为达到优惠阶梯价而产生的多余件(Surplus)。BOM 的整体 Order Price 即由这些总成本汇总计算而得。

相应地,系统会从每个零件的有效成本计算 Unit Price(总成本除以订购数量)。BOM 的整体 Price Per BOM 则由该 Unit Price 与 BOM 实际所需的零件数量(Quantity)推导而来。

  • 请注意,Total列数据是 Subtotal(该条目对应供应商的成本)与 Supplier Order Quantity(基于所选阶梯价水平的供应商零件数量)两者的合并结果。

  • 当 BOM Batch Size 设置为单次生产订单(1)时,如果 Order Price 高于 Price Per BOM,其原因在于采购了 BOM 不会使用的零件(Surplus),这通常是供应商的优惠阶梯价所致,或是系统自动/人工增加了额外零件。

  • 当设置更高的 Batch Size 时,随着订单规模增加与系统自动选择更优的供应商报价,计算得到的 Order PricePrice Per BOM 会显著变化,其中 Price Per BOM 会因更低的有效 Unit Price 而下降。 

  • 工作区项目页面中的 BOM 文档预览卡片,会显示 Order PricePrice Per BOMBatch Size、条目行数,以及聚合的 BOM 健康图标(10 分制评分)——该 BOM Health Rating BOM Portal 仪表盘估算。

  • 除可在 BOM Settings 中配置外,Batch Size(生产批次)也可在 Supply Chain 视图的页眉区域直接调整;Order/Unit 价格会自动重新计算。

  • 视图右侧的 Manage Supply Chain 选项提供对常用配置的快捷访问:

    • Order List Preset 菜单用于将 Order List 的采购方案限制在特定供应来源,例如已启用的供应商、项目数据中规定的供应商,或最低成本选项。

    • Favorite Suppliers 命令链接到 BOM Settings 窗口中的 Order List 选项卡视图,在此可以为当前托管 BOM 启用或禁用供应商条目。

    • Currency 下拉菜单允许选择应用于当前 BOM 的货币。请注意,供应商的国家/地区可以在 BOM Settings 窗口中单独设置。

  • 参见 Parts in Use 页面,可查看被包含于工作区所有托管 BOM 文档中的组件零件列表。除采购相关参数外,该列表还包含 Where Used 数据,用于识别引用某个元件的所有托管 BOM。注意:该功能不适用于 BOM Editor

Advanced Pricing Data

Altium BOM Portal offers additional column data for working with component item pricing data. The features allow BOM stakeholders such as procurement specialists to specify pricing goals, analyze supply chain dynamics, and draw comparisons with known pricing structures. These additional columns are visible when enabled through the column preferences and/or the BOM Settings.

Target Price

Target Price parametric data allows the addition of a desired maximum unit price figure to each part item in a Managed BOM. It assists in the assessment of supply chain risk by raising a Target price missed Issue if the item’s supplier Unit Price is greater than the Target Price. The difference between these prices is calculated and reported in the ∆ Target Price column (if visible), which is highlighted in red if the target price is ‘missed’.

The feature is available only when it has been enabled in BOM Settings and Target Price parametric data is included in the Managed BOM itself. Target Price parameter data is available in a Managed BOM if it was included in the BOM’s source, such as the Project (with an ActiveBOM document) it was created from or the uploaded BOM data file. If not available, a 'Target Price' column can be added manually (as the Money data type) and the parameters remapped. However, this process is automated when the Target Price option is enabled in BOM Settings.

Also included is the ability to propagate the current supplier Unit Price value to the Target Price entry, which will cause a Target price missed warning to be generated if a subsequent supplier solution represents a higher price. This can be applied to an individual BOM item line through its right-click Set Target Price to Actual Price option, or applied to all BOM items with the main menu’s Set Target Price to Actual Price option.

Note that the Target price missed issue reports as a Warning by default, but like all other checks, its Reporting Level can be changed under the BOM Checks tab in BOM Settings window.

Median Price

Median Price is a reference pricing figure (sourced from Octopart) that is calculated as the median of the unit prices available (at the 1000 price break point) from a range of distributors. When enabled in the Managed BOM view it provides comparative pricing reference for checking against other component pricing sources and supplier pricing offers in the BOM itself.

Also included is a calculated ∆ Median Price column that is derived from the difference between the item’s Median Price and its Unit Price (or if enabled, the Target Price). As with the ∆ Target Price figure (see above), the resulting value is colored red if the Unit/Target price is higher than the Median – the Median Price was not achieved. Similarly, the Median Price – Target Price = ∆ Median Price result is red or green for a negative or positive outcome, respectively.

SiliconExpert Data Integration

If your company has a SiliconExpert® account and the Altium 365 SiliconExpert Integration extension is configured, then parametric parts data sourced from SiliconExpert will become available to the BOM Portal's documents. The advanced manufacturer parts risk assessment data from SiliconExpert is pulled into your BOM document on demand as parameters that estimate a part's potential obsolescence, standards compliance, sourcing risk, and more.

The SiliconExpert parametric BOM data is included in specific parameter columns indicated by an associated icon, which are also included as markers in the Column Settings drop-down menu. By default, the Managed BOM and its Search results are populated with the Lifecycle, YTEOL and RoHS parameters from SiliconExpert.

SiliconExpert parameters will populate the BOM Portal table if enabled for your company.SiliconExpert parameters will populate the BOM Portal table if enabled for your company.

If SiliconExpert data has not been specifically retrieved for the currently selected BOM entry, use the Get SiliconExpert Part Data option to source all available SiliconExpert Parameters and Suggested Alternates.

More detailed data from SiliconExpert is included in the Info pane:

  • Open the Part data tab in the Info pane () to see the available SiliconExpert parameters and information for the currently selected BOM line item.
    • Expand the Parameters section to view all currently available SiliconExpert parts parameters – see Parameters Available from SiliconExpert for more information.

    • Downloadable part compliance reference data provided by SiliconExpert are available from highlighted links for many compliance-related parameters (RoHS, REACH, TSCA, etc).

    • Select the Manufacturer Lifecycle State drop-down list to view the component lifecycle state provided by both SiliconExpert and the Altium Parts Provider. This additional Lifecycle data is also included in all instances of the popup information presented when hovering over the colored part information icon in the BOM list.

  • Open the Alternates tab in the Info pane to view the recommended alternative part entries for the selected BOM item, grouped as Part Choices (where the BOM entry is linked to a Workspace component) and Suggested Alternates. Each tile entry includes related YTEOL information and a cross component code (where available) sourced from SliiconExpert. See the Info pane section for more details on this view.

The Info pane also includes a summary of the most recent Product Change Notice (if available) that applies to the currently selected component item. Such PCN notifications are issued by manufacturers to inform customers of a product, process, or company change that may affect the potential use of that product. You can view the current notice from the Source URL link, and see all notifications available from SiliconExpert in the Product Change Notice Historical Details window opened from the Historical Details link.

The Suggested Alternates from SiliconExpert (as shown in the Info pane – see images above) are available as parts selections when using the Alternates Search Mode. Choose the Get Alternates from SiliconExpert option to populate the search window list with the alternative part suggestions from SiliconExpert.

 

To populate the current Managed BOM (as opposed to an individual component entry) with the advanced SiliconExpert parameters data, activate the Enable advanced data from SiliconExpert option in the BOM Settings window – note that this will affect your SiliconExpert quota usage.

The overall availability of SiliconExpert parameters for your Workspace is determined by the Data Visibility Settings accessible to administrators through SiliconExpert tile in the Admin – Extensions page.

Z2Data Integration

If your company has the Altium 365 Z2Data Integration extension configured, then parametric parts data sourced from Z2Data will become available to the BOM Portal's documents. The advanced manufacturer parts risk assessment data from Z2Data is pulled into your BOM document on demand as parameters that estimate a part's potential obsolescence, standards compliance, sourcing risk, and more.

If Z2Data has not been retrieved for the currently selected BOM entry, use the Get Z2Data Part Data option to source the available Z2Data Parameters and Suggested Alternates.

The Z2Data parametric BOM data are available as specific parameters indicated by an associated icon, which are available in the Info pane and when directly accessing a component's Part Choices. Z2Data also can provide alternative part suggestions when sourced in the Alternates Search Mode.

  • Open the Part data tab in the Info pane () to see the available Z2Data parameters for the currently selected BOM line item.
    • Expand the Parameters section to view all currently available Z2Data parts parameters – see Parameters Available from Z2Data for more information.

    • Select the Manufacturer Lifecycle State drop-down list to view the component lifecycle state provided by both Z2Data and the Altium Parts Provider.

  • Open the Alternates tab in the Info pane to view the recommended alternative part entries for the selected BOM item, grouped as Part Choices (where the BOM entry is linked to a Workspace component) and Suggested Alternates. Tile entries include component cross codes sourced from Z2Data. See the Info pane section for more information on this view.

The Suggested Alternates from Z2Data (as shown in the Info pane – see images above) are available as parts selections when using the Alternates Search Mode. Choose the Get Alternates from Z2Data option to populate the search window list with the alternative part suggestions from Z2Data.

 

To populate the current Managed BOM (as opposed to an individual component entry) with the advanced Z2Data parameters data, activate the Enable advanced data from Z2Data option in the BOM Settings window – note that this will significantly affect your Z2Data quota usage.

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功能可用性

您可使用的功能取决于您所选择的 Altium 解决方案 —— Altium DevelopAltium Agile(Agile Teams 或 Agile Enterprise 版本),或仍在有效订阅期内的 Altium Designer。

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