BOM Portal Consolidated BOM Mode

To create a new Consolidated BOM document choose the Create Consolidated BOM option from the drop-down menu on the Workspace Projects page.

In the following Create Consolidated BOM dialog window click the  button to begin the process of choosing BOM data sources that will be included.

Expand the hierarchy of available Design Projects and Managed BOMs in the Select BOM sources to Consolidate window to locate the desired BOM data sources. Open the Properties pane () for information on the selected item – you can open the Project, BOM, or Release by clicking on its name.

Check the BOM sources to be included in the Consolidate BOM. In this example, the primary WIP sources of a Managed BOM and a Project variation have been selected. The Consolidated BOM will provide an alert notification if a WIP source is subsequently updated.

You also can choose available Releases to populate the Consolidated BOM. Here, Releases for both a Managed BOM and a Project have been selected. Click to confirm the data source selections. 

Back in the Create Consolidated BOM window you can inspect the list of included BOMs, multiply the number of source BOMs parts (Batch Size), edit the proposed Consolidated BOM Name and add an optional Description. Click to complete the process.

The resulting Consolidated BOM document is added to the Projects listing, with details included in the Information pane on the right. Click on its name to open immediately.

Hover over a primary BOM source reference to view the part name and its associated Designators. Click on the source BOM name to view it in a new browser tab.

Select an additional BOM source reference ('and <x> more') to view the part name and its associated Designators.

Click on the additional BOM source part information to view the source BOM in a new browser tab.

The easiest way to locate BOM parts suitable for consolidation is to first filter the BOM list to show a specific part Type by selecting the Filter option () from the Category column header.

In the Category filter drop-down list, deselect the All option and then check the desired Component Type (Capacitor, Resistor, etc) to constrain the BOM list to that part category.

Parts with similar parameters can be gathered together in the listing by ordering the BOM entries by the Parameters column.

Click on the header’s arrow icon ( ) to toggle the order between ascending, descending and ‘no order’ (when the arrow is white rather than blue).

To begin consolidating BOM line entries into a single entry select the Manual Consolidation Mode button (), which enables a checklist column at the beginning of each BOM line.

Locate and check the BOM lines you would like to consolidate. In this example, the parts offer equivalent parameters but with a different voltage rating.

In the upper parts consolidation drop-down menu select the preferred component to become the single consolidated BOM entry. It is the higher rated part in this example, but it could be decided by other crucial factors such as better pricing or stock levels (as available in the drop-down information).

Click the button to confirm the process and create the new single-line BOM entry.

The new BOM line entry is marked as updated (by the leading yellow dot) and an active information entry is added in the Consolidated Parts column. Note that the yellow update dot will not appear when different Part Choices from the same Workspace component have been consolidated.

Select the Consolidated Parts cell entry to view a list of parts that have been consolidated into the new BOM line part entry – one other in this example. Click on the part to open its source BOM source in a new browser tab, or use the icon to undo its consolidation (see below).

Any number of BOM line entries can be consolidated into a single entry by selecting them in the checklist and choosing the preferred component part for the consolidated entry, as decided from the parametric data included for each part option.

The number of parts that have been consolidated is indicated by the Consolidated Parts column entry, which will also list the other parts that have been absorbed by the single line. Click on a listed part to open its BOM source in a new browser tab, or use the icon to undo its consolidation (see below).

Once all possible parts have been consolidated for the selected component Category, you can click the button to exit Consolidated mode, or re-filter the BOM Category list to focus on another part type. Note the Reset Filters option at the top of the BOM listing.

A BOM line example where 2 component parts are required by the source BOM (BOM Qty) resulting in a supplier order total of 2 parts for the Consolidated BOM (Total Qty).

This results in a supplier order of 2 parts (Supplier Order Quantity) priced at the single item rate, and a stated purchasing cost for each component part (Unit Price).

The Consolidated BOM’s Extra Qty column allows the total ordering quantity to be adjusted for each BOM line entry to take advantage of supplier offers such as beneficial price break points.

For this example, the number of ordered parts is increased by adding 4 additional items in the Extra Qty cell.

The Consolidated BOM automatically adjusts the total number of parts (Total Qty) to accommodate the Extra Qty entry, resulting in an order requirement of 6 parts.

The system automatically applies a revised, optimal ordering solution (the Order List entry) in response to the increased parts order (Supplier Order Quantity). An ordering price break for 10 items is now used, leading to a substantial Unit Price reduction (around 50%) and 4 unused components (Surplus).