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Parent article: ActiveBOM
The BOM Components tab is a constituent part of the BOM document (
*.BomDoc), and a key structural element in the ActiveBOM concept. It presents the BOM itself – a listing of all instances of components used in the design (core catalog items, managed and unmanaged), along with instances of extra items added from the BOM Catalog as required. Use this tab to fully-customize the appearance of the data and to obtain the BOM content you need all in your preferred layout.
The tab is divided into three key regions:
Controls are provided to show, hide and move data columns as required – giving you the ability to massage content of the BOM to meet manufacturing (and documentation) requirements.
To enable a data column – for inclusion into the main data grid – simply enable the Show option, to the right of its entry in the All Columns region.
Components can be grouped together by one or more specific attributes. To do so:
The order of the columns in the main data region can be changed from the All Columns region or from within the data region itself:
Data in the grid can be sorted within one or more data columns. To do this, click on a column header (away from the far right drop-down arrow) to toggle the sorting of the information between ascending and descending order. All columns will be affected, but the rows will be sorted according to the information column whose header you click on.
Filtering can be applied to show specific component entries. Click on the far right drop-down arrow in a column's header (in the main data region) and select from the individual row entries available. Alternatively, for greater filtering control select (Custom...), which displays the Custom AutoFilter dialog. Use this dialog to set up a custom filter to meet your requirements by specifying which rows of information you want to show based on filter criteria you apply to the data column. After click OK, filtering based on that criteria will be applied. A textual representation of the filtering currently in effect for the whole data region will be presented at the bottom of the region.
The BOM will automatically include all core components (both managed and unmanaged) used in the board design. However, to gain a richer, more complete BOM, you can also add instances of 'manual BOM components'. These are sourced from those 'Extra' items that have been manually added to the BOM Catalog (Extra-Managed, Extra-Reserved, Extra-Place Holder, and Extra-Process). This can be performed from within either of the tabs of the BOM document.
To add instances of a single 'Extra' catalog item, select the required item and click the Add to BOM control (above the Item Detail grid). The Add to BOM Components dialog will appear. Use this to specify the Designator Prefix, an optional Separator, and the Quantity of the component required. After clicking OK, the Add new instances to BOM dialog will appear, confirming how many instances of the selected catalog item have been added to the BOM. Switch to the BOM Components tab to view the result.
To add instances of multiple 'Extra' catalog items simultaneously, multi-select the required items and click the Add to BOM control. The Add BOM Components for selected Catalog Items dialog will appear. Use this to specify the Designator Prefix, optional Separator, and Quantity for each item as required. This can be performed in two ways:
After clicking OK, the Add new instances to BOM dialog will appear, confirming how many instances of the selected catalog item have been added to the BOM. Again, switch to the BOM Components tab to view the result.
To add instances of a single 'Extra' catalog item, click the Add from Catalog control (above the main data region). The Add to BOM Components dialog will appear. All currently defined 'Extra'-type items available in the catalog are listed. Select the item that you want to add to the BOM. Use the fields below the list to specify the Designator Prefix, an optional Separator, and the Quantity of the component required. After clicking OK, the specified number of instances of the item will be added to the BOM.
After manual components have been added to the BOM, you can modify their designators. To do so, simply select the entries for one or more components in the main data region, then right-click over the Designator field of a component in that selection and use the Edit Selected Component(s) Designator(s) command. The Change / Remove dialog will appear. This lists the current designator(s) and proposed new designator(s) (initially set to be the same). Edit the entries in the New Designator column for the components you wish to change and click OK to affect the changes.
To remove one or more manual components from the BOM, simply select the components in the main data region, right-click and use the Delete Selected Manual BOM Component(s) command.
Removal can also be performed using the controls available in the Change / Remove dialog when editing component designators.
First determine which components are to be removed either by:
Components marked for removal will have the entry in the Remove Component column. Click OK and the indicated components will be removed from the BOM.
To help in costing by sheet, a
Total Price column can be added to the BOM. For all components grouped in a line of the BOM, this displays the sum of the prices of those components multiplied by the specified production quantity, and taking into account any price breaks from the Supplier. Therefore, in terms of data presented in the BOM, this can be mathematically summarized as:
Total Price = Quantity x Supplier Unit Price x Production Quantity
The LifeCycle State attribute is also made available for use in a BOM report. This enables you to see, at-a-glance, where each of the Vault-based components used in a design have reached in their life cycles, and visually verify their legitimacy - enabling you to catch, for example, components that are not for production, or have become obsolete, and make the required changes to the design, prior to embarking on what could prove a costly manufacturing spin.
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