Parent page: Working with Managed Components
As a board designer, the components you use will have defined symbols (and other domain models) and some key parametric data, but at the end of the day they are just 'symbols of design intent' - having meaning in the context of the project design, but holding no physical meaning outside of that design. Each of these design entities needs to be 'embodied in the real world' either by purchasing an off-the-shelf (OTS) pre-manufactured item, or by having it made to spec (MTS).
In the Supply Chain Area, a procurement specialist often does not know what a particular component in the design represents. What is required, is an indication of what needs to be procured - which physically-manufactured components can be used to implement that design component. The best person to indicate which real-world components can be validly used to implement the design-level components would be the designer. As part of the Unified Component modeling paradigm, Altium caters for exactly that through the provision of a Part Catalog and the concept of making Part Choices.
Part Choices can be made while defining the component, prior to its release to your managed content server, and can be modified at any time thereafter by editing that managed component. This document looks at the concepts of Part Catalogs and Part Choices, how supply chain information can be added to a managed component after its release (without directly editing it) and how that information can then be used - while designing, and as part of a Bill of Materials.
The Part Catalog
There are two types of part catalog - Global and Local. The type of catalog employed depends on your design environment. The following sections summarize these two catalog types.
Global Part Catalog
This is Altium's managed, cloud-based part catalog database. The Global Part Catalog stores items representative of actual Manufacturer Parts, along with one or more items representative of Supplier Parts - the incarnations of those Manufacturer Parts, as sold by the Suppliers/Vendors. Each Supplier Part is a reference to an item in a parts database - the aggregate parts database of the Altium Parts Provider (which itself interfaces to, and gathers the parts from, enabled Suppliers).
The aggregate parts provider functionality is provided through installation of the Altium Parts Provider extension, which is installed by default.
This catalog is used when:
- A managed content server is not being used. That is, using older component management methodologies that utilize SchLib, DbLib, or SVNDbLib as their 'backbone' for component storage.
- A legacy Altium Personal Vault is being used (and you are not actively signed in to a managed content server).
Local Part Catalog
This is a managed local part catalog database, dedicated to the management and tracking of manufacturer parts and their associated supplier parts. The catalog is installed as a service (Part Catalog Service), provided through your managed content server's platform, and works only with that server.
The Local Part Catalog stores items representative of actual Manufacturer Parts, along with one or more items representative of Supplier Parts - the incarnations of those Manufacturer Parts, as sold by the Suppliers/Vendors. Each Supplier Part is a reference to an item in a parts database - either the aggregate parts database of the Altium Parts Provider (which itself interfaces to, and gathers the parts from, enabled Suppliers), or a linked local parts database.
Which Suppliers are actually used - a list of Approved Suppliers
as it were - is managed by the managed content server. This list is configured through the server's browser interface. This facilitates centralized supply chain management, with designers across the entire organization using the same approved list of Suppliers, with which to source supply chain intelligence for parts used in their designs. For more information, see Part Source Configuration
The managed content server dictates centrally which Suppliers are to be used in an organization. While signed in to it, the list of Suppliers - in the Altium Parts Options
region, on the Data Management - Parts Providers page
of the Preferences dialog
- will be disabled. It will simply be a read-only reflection of this centrally-defined list.
Mapping itself - from a Component Item in a managed content server, to nominated Manufacturer Parts in that server's local Part Catalog - is performed using Part Choices. Each Component Item references its own list of part choices. The revisions of that Component Item will utilize that same list of part choices.
The designer can feel truly empowered by being able to specify Manufacturer Parts that are truly interchangeable at manufacturing time in the context of any usage of that component in their design - the very essence of true part equivalency. And it is this intelligent mapping of a component that turns the humble managed component into a truly Unified Component. The unified nature of a managed component, through the chosen part choices made for it, ultimately creates a link from that component, all the way through chosen Manufacturer Part(s), and on to the Vendor (Supplier) Parts that each itself references. From the designer's perspective, the component is hooked directly into the supply chain.
Each defined part choice uses the manufacturer part, and not a specific vendor/supplier, meaning you get a single part choice that will bring with it all solutions based on the suppliers vending that part (and who are defined for use through your server instance).
Real-time data is made available - fed back from the relevant parts database - to let the designer know the current costing and availability of the chosen parts, and from all enabled Vendors that sell those chosen parts (as defined in the local Part Catalog). And not just the designer gets to see this information. The procurement specialist can also keep abreast of supply-chain information, as it is made available in the server for each Component Item therein.
A part is no longer available or has suddenly become cost-ineffective? No matter, provision is made for real-time updates to be sent back to the Design Area as soon as a change occurs. With this vital 'heads-up', the designer can take that choice of part out of the associated list of part choices for that component and essentially 'off the radar'. And at any time additional new, truly equivalent parts can be added to the list, should something more appropriate, available, and cost-effective come along.
Accessing the Part Choices List
Since a managed component references its list of part choices, you are able to manage that list without having to formally edit that component, which would otherwise mean re-releasing it into a new revision. And remember that when the part choices list is modified, all revisions of that managed component item will 'see' that revised list. There are three key places to access the part choices list for a managed component from within the design itself:
- The Components panel - browse to and select the required managed component. The current list of part choices made for that component can be seen in the Part Choices region of the Info pane (displayed by clicking the control at the top-right of the panel).
From the Components panel, the part choices list for a managed component can be seen in the Part Choices region of the Info pane.
- The Explorer panel - browse to and select the required Component Item. The current list of part choices made for that component can be seen on the Part Choices aspect view tab (click on this tab to make it active).
From the Explorer panel, the part choices list for a managed component can be seen on its Part Choices aspect view tab.
- The ActiveBOM document (*.BomDoc) - select the component entry in the top region of the document. The current list of part choices made for that component will be presented as Solutions, in the lower region of the document.
From the ActiveBOM, the part choices list for a managed component are presented as solutions for that component, in the lower region of the document.
Managing the Part Choices
To manually add a part choice to the list:
- From the Components panel, right-click on the entry for the managed component and choose the Operations » Create/Edit PCL command from the context menu. This will give you access to the Edit Part Choices dialog. From there, click the button at the bottom-right of the dialog. The Add Part Choices dialog will appear - search for the required manufacturer part, select a part, then click the OK button. Click the SPNs entry for a manufacturer part - Supplier Part Numbers - to see the available suppliers of that part, and assess whether you are making the right part choice, based on availability, pricing, etc. Click OK again, back in the Edit Part Choices dialog, to effect the change - the new part choice will be added to the Part Choices region of the Info pane.
- From the Explorer panel, click the button at the bottom-right of the Part Choices aspect view tab. The Add Part Choices dialog will appear - search for the required manufacturer part, select a part, then click the OK button. Click the SPNs entry for a manufacturer part - Supplier Part Numbers - to see the available suppliers of that part, and assess whether you are making the right part choice, based on availability, pricing, etc. The new part choice will be added to the Part Choices aspect view tab.
- From the BomDoc, select the entry for the managed component in the upper region, then click the button in the lower region and choose the Create/Edit PCL command from the associated menu. This will give you access to the Edit Part Choices dialog. From there, click the button at the bottom-right of the dialog. The Add Part Choices dialog will appear - search for the required manufacturer part, select a part, then click the OK button. Click the SPNs entry for a manufacturer part - Supplier Part Numbers - to see the available suppliers of that part, and assess whether you are making the right part choice, based on availability, pricing, etc. Click OK again, back in the Edit Part Choices dialog, to effect the change - the new part choice will be presented as an additional solution, back in the lower region of the BomDoc. Added part choices and rankings in the BomDoc are automatically saved back for the managed component in the managed content server.
Search results in the Add Part Choices dialog are by Manufacturer Part, with the associated SPN entries reflective of the enabled vendors supplying that part. When you select a part, it is the manufacturer part that is added to the part choices list. And by using the manufacturer part, and not a specific vendor/supplier, you get a single part choice that will bring with it all solutions based on the suppliers vending that part (and who are available for use through your managed content server).
To remove a part choice, select it in the list - in the Edit Part Choices
panel and BomDoc) or Part Choices
aspect view tab (Explorer
panel) - then click the
A part choice contains various pieces of information, as summarized in the following image, and detailed thereafter.
The 'anatomy' of a Part Choice - the entry can be broken down into 9 key pieces of information.
- Part Image.
- Manufacturer Name and Manufacturer Part Number. This is a clickable link to the Octopart website, providing detailed information on that manufacturer part.
- Stock. This entry displays the total sum of the stock available from the the suppliers enabled as part of the Altium Parts Provider source for your managed content server.
- Median unit price. This entry will be displayed in red text if there are no prices, or the price = 0.
- Manufacturer Lifecycle Bar. Hover over the bar for an informative tool-tip. This can appear in one of four states:
- White/Gray = Default, unknown or no information
- Green = New or Volume Production states
- Orange = Not Recommended for New Design
- Red = Obsolete or EOL
The manufaturer lifecycle status is designed to be used as an indicator
, for a number of reasons:
- Altium maintains a database of many millions of components, produced by thousands of component manufacturers. Since there is no single, consistent method used by those manufacturers to reflect a component's lifecycle state, the status is based on information aggregated from manufacturers, global distributors and global sales analysis.
- A part is only reported as EOL or Obsolete when there is at least one authorized distributor or manufacturer that has confirmed this status.
- Determining the Not Recommended for New Design status is more complex. Manufacturers sometimes just report if a part is active or not, and may not give advance warning that a part is to be discontinued or replaced. Therefore this lifecycle status does not always concur with the status provided by the manufacturer. The status algorithm uses various information, including real time and historical stock availability from all distributors, to try to determine the availability of the part. Parts which have consistently poor availability (when they have been generally available in the past), or cannot be sourced over a period of time after having previously having good availability, will eventually be flagged as Not Recommended for New Design (if they are not already EOL or Obsolete).
- The idea of the lifecycle status indicator is to provide simple-to-understand information that helps you to make more informed decisions about a part, by highlighting those parts which may be problematic. However, due to the sheer volume of data and number of components that are managed, there is always a chance that the Altium status lags behind the instantaneous manufacturer status, and is therefore not up-to-date. It is not possible for Altium to guarantee the accuracy of the lifecycle status, it is recommended that if there is any doubt that you double-check with the manufacturer for authorized lifecycle information.
- Datasheet. Click the button to open the manufacturer's datasheet for the part. All datasheets are hosted on the Ciiva website.
- SPNs (Supplier Part Numbers). Indicates the number of suppliers (for those enabled as part of your server's Altium Parts Provider source) who can deliver this part. Click the link to display detailed supply chain information about the suppliers that carry that part, ordered by availability and price. Each Supplier's details about that part are presented on a tile with a colored banner. Details about the icons and information in each tile is given below.
- User Rank (not available from the Components panel). If multiple manufacturer parts are available - multiple part choices made for the component and therefore multiple solutions when using ActiveBOM (and a BomDoc) - the solutions are automatically ranked from highest to lowest, based on the part's availability, price and manufacturer lifecycle state. If you prefer to use a lower ranked solution, for example to use a specific manufacturer, you can override the automatic ranking by defining a User Rank, using the star feature. Click on the number of stars required, to increase or decrease the ranking level of that particular part choice. To remove ranking, click the control to the right of the stars.
Understanding the Supplier Tile
There is a large amount of information presented in each SPN tile. Hover the cursor over an icon or detail to display a tooltip with more information.
The SPN tile includes detailed information about
the part's availability from that specific supplier.
- Tile banner showing the supplier name where the banner color indicates:
- Green = Best choice
- Orange = Acceptable
- Red = Risky
- Supplier part number (links to that part on the supplier's website).
- Country code for the supplier location (ISO alpha 2).
- Part Source (typically the Altium Parts Provider) and Last update; the color indicates:
- Light Gray = Default, updated less than one week ago
- Orange = 1 week < last update < month ago
- Red = last update > 1 month ago
- Stock quantity; red if no stock available.
- Unit price, red if no price available. Unit price includes currency icon; currency is determined by the location of the supplier.
- Packaging of supplied parts (e.g. Tr = Tray).
- Available price breaks, with Minimum Order Quantities.
Accessing Supply Chain Information as You Design
As a designer, the ability to specify, at design time, which manufacturer parts can be used to implement your design components, gives you greater control and effectively streamlines the procurement process. You don't wait anxiously after design data is sent to manufacturing, wondering if the components procured for assembly will perfectly reflect your design intent. You are in the driving seat, with procurement able to see your choices at an early stage.
But sometimes even the best laid plans can go astray. What happens if you had a single part choice and that part is now no longer available? Or maybe a price change to a component could cause blow-out costs during manufacturing and assembly. In this case, the ability to make design-time part choices loses its edge, if you are unaware of such changes to the cost and availability of the very parts you have 'authorized' to be used.
To retain the advantage that design-time part choices provides, Altium Designer delivers real-time display of cost and availability for chosen parts, directly within the Schematic Editor as you design. This is facilitated by extending the software's Design Insight feature to include Supply Chain Insight.
Supply Chain Insight is enabled and configured from the System - Design Insight page of the Preferences dialog.
Enable Supply Chain Insight as part of your system preferences.
As you hover the mouse over a component on a schematic sheet, supply chain information will be displayed in the Supply Chain Insight pop-up, provided that:
- The component has been placed from a managed content server - it is an instance of a named-revision of a Component Item in that server, and
- The component has part choices made for it - at least one manufacturer part has been chosen in the component's associated part choices list.
Example supply chain information accessed by hovering over a managed component on a schematic sheet.
Suddenly seen that a chosen part is not available, or that its price no longer justifies its use? No problem. You can access the Edit Part Choices dialog and from there the Add Part Choices dialog, to make changes to the list of part choices as required. Choose a cheaper component, or one that is more readily available - the choice is yours, and the choice can be made while you are still designing and not after the design has left your hands!
Not happy with current part choices? - make changes as required on-the-fly as you design!
Including Supply Chain Information in a BOM
Related pages: BOM Management with ActiveBOM, BOM Configuration in the Report Manager
Once supply chain data has been defined for your managed components, you can then include that information in your Bill of Materials. The following combo image shows this for a BOM generated from the project's BomDoc, and also when generated from the source project (no BomDoc).
Including supply chain data for managed components in a Bill of Materials, generated for the project with (top) and without (bottom) a BomDoc (ActiveBOM).