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EPDM - Computed BOM to display custom quantity

Question asked by James Rhys-Davies on Mar 30, 2016
Latest reply on May 1, 2019 by Utsav Patel

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We are trying to set up our BOMs so that they export easily from within PDM instead of having to open each assembly and export from the assembly.

We are creating a custom BOM template in PDM (however, this is an issue with the stock template too), but cannot get the quantity column to display anything besides the file count that is contained in the assembly. For instance, if we had a tube of sealant...the custom property has the option "BOM-quantity" changed to reference a custom property that is set to 0.1.

It all displays properly on the BOM table inside the assembly as well as inside the drawing, just not at the PDM level.

Does anybody have any suggestions?

Prasad Bhonsule Apr 3, 2016 5:46 PM

Correct Answer

Hi Rachel, I just tried to replicate your steps and I seem to get the correct quantity. See my screenshots below:

Property of my part

BOM in my assembly:

Added the assembly and part to PDM, checked in, and this is what I get in the Bill of Materials tab:

You can see the correct quantity is given under Quantity. Here's how my BOM column set is set up:

What version of SolidWorks and PDM are you using? I'm using 2016 SP2.

Kind regards,

Prasad

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Prasad Bhonsule Mar 30, 2016 9:56 PM

Hi Rachel, I'm not sure how your BOM is setup in EPDM, but can you try creating a column in the BOM set up as Reference count (BOM Quantity disregarded) and see if that gives you what you want?

Thanks

Prasad

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James Rhys-Davies @ Prasad Bhonsule on Apr 1, 2016 8:32 AM

That doesn't seem to be working either. This is a test assembly that I created for ease of testing.

Test Part 1 (with quantity override):

Test Part 2: (just a cylinder, no overrides in the properties)

Test Assy (qty shows up correctly on BOM):

Test Assy in PDM (each BOM quantity column represents a different configuration setting. Both reference count options are also included):

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Prasad Bhonsule @ James Rhys-Davies on Apr 3, 2016 5:46 PM

Hi Rachel, I just tried to replicate your steps and I seem to get the correct quantity. See my screenshots below:

Property of my part

BOM in my assembly:

Added the assembly and part to PDM, checked in, and this is what I get in the Bill of Materials tab:

You can see the correct quantity is given under Quantity. Here's how my BOM column set is set up:

What version of SolidWorks and PDM are you using? I'm using 2016 SP2.

Kind regards,

Prasad

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James Rhys-Davies @ Prasad Bhonsule on Apr 16, 2016 9:35 AM

Well...turns out all these are the correct answers. ha! We have some sort of weird issue going on that's making it not work, so we're working with Solidworks to resolve. Thanks!

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Prasad Bhonsule @ James Rhys-Davies on Apr 17, 2016 5:35 PM

Thanks Rachel, please let us know how it turns out, whether there is an SPR etc.

Kind regards,

Prasad

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David Burke @ Prasad Bhonsule on Jul 12, 2017 7:51 AM

Hi Prasad Bhonsule

I did exactly as you described but still have the same problem as Rachel. We are using 2016.

In your example the custom property type is 'Text' and 'Evaluated value' is 0.5. So why does 0.500 show up in the PDM BOM? It reads the text value as a number?

In your example, is a PDM variable involved/required as suggested by Ville?

Does the Quantity need to be included in the file card for this to work?

I tried <Reference Count> and <Reference Count (BOM....>, and lots more things but can't get anything except the file instance count to appear in the PDM BOM.

Hi James Rhys-Davies, did you get a resolution from Solidworks?

Thanks,

Dave.

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Utsav Patel @ Prasad Bhonsule on May 1, 2019 1:25 PM

Hello,

Can you please guide me on how to show quantity of computed BOM on data cards,

My BOM list is showing computed quantity from the variable Reference Count (BOM Quantity disregarded), but I am not able to set exact variable on the data cards. Can you please tell me how to set Reference Count (BOM Quantity disregarded) in data card Qty ? as Reference Count (BOM Quantity disregarded) is not visible in my list of variables while creating data cards.

Thanks in advance and regards,

Utsav

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Ville Makinen Sep 7, 2016 11:24 AM

Hi James Rhys-Davies ,I am setting up our PDM vault for our company and hitting the same problem as you were. We are also aiming to have our data ready for automatic XML-export without doing hand editing to exported data. I even updated from 2016 SP3 to SP4 hoping this issue would be resolved.

Did you find your issue with custom quantity or did you get it working after all?

We are using alot of wiring, glues, sealants etc. which need to be quantified with decimals. My idea is to have library parts with alot of configurations made with design table to have diffrent quantity amounts to choose from. These parts would have their geometry hidden, so the parts would not be visible but their quantity and weights could be read by SolidWorks/PDM and after the export, our ERP-system.

I tried the exact steps Prasad Bhonsule posted but still I can not get the custom quantity to work in PDM BOMs. SolidWorks BOM works without issues. I would like to avoid resorting to named boms if possible, more hassle and room for error when updating.

Thanks in advance to everyone trying to help.

EDIT: I found the culprit! The variable which the PDM stores the custom quantity information needs to be named BOM Quantity and mapped to UNIT_OF_MEASURE CustomProperty and not the Custom property name itself which has the actual information inside the SolidWorks file. I had the variable mapped earlier to Quantity named customProperty which was selected in SolidWorks part as Bom quantity custom property.

I found a clue about this from the PDM admin guide at page 132. We are creating our vault from scratch and not using any of the predefine assets where this variable would have been mapped in advance.

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8 Replies

Prasad Bhonsule Mar 30, 2016 9:56 PM
Mark Correct
Correct Answer
Hi Rachel, I'm not sure how your BOM is setup in EPDM, but can you try creating a column in the BOM set up as Reference count (BOM Quantity disregarded) and see if that gives you what you want?

Thanks

Prasad
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- James Rhys-Davies @ Prasad Bhonsule on Apr 1, 2016 8:32 AM
  Mark Correct
  Correct Answer
  That doesn't seem to be working either. This is a test assembly that I created for ease of testing.
  
  Test Part 1 (with quantity override):
  
  Test Part 2: (just a cylinder, no overrides in the properties)
  
  Test Assy (qty shows up correctly on BOM):
  
  Test Assy in PDM (each BOM quantity column represents a different configuration setting. Both reference count options are also included):
  Like • Show 1 Like1
  Actions
  - Prasad Bhonsule @ James Rhys-Davies on Apr 3, 2016 5:46 PM
    Unmark Correct
    Correct Answer
    Hi Rachel, I just tried to replicate your steps and I seem to get the correct quantity. See my screenshots below:
    
    Property of my part
    
    BOM in my assembly:
    
    Added the assembly and part to PDM, checked in, and this is what I get in the Bill of Materials tab:
    
    You can see the correct quantity is given under Quantity. Here's how my BOM column set is set up:
    
    What version of SolidWorks and PDM are you using? I'm using 2016 SP2.
    
    Kind regards,
    
    Prasad
    Like • Show 3 Likes3
    Actions
    - James Rhys-Davies @ Prasad Bhonsule on Apr 16, 2016 9:35 AM
      Mark Correct
      Correct Answer
      Well...turns out all these are the correct answers. ha! We have some sort of weird issue going on that's making it not work, so we're working with Solidworks to resolve. Thanks!
      Like • Show 1 Like1
      Actions
      - Prasad Bhonsule @ James Rhys-Davies on Apr 17, 2016 5:35 PM
        Mark Correct
        Correct Answer
        Thanks Rachel, please let us know how it turns out, whether there is an SPR etc.
        
        Kind regards,
        
        Prasad
        Like • Show 1 Like1
        Actions
    - David Burke @ Prasad Bhonsule on Jul 12, 2017 7:51 AM
      Mark Correct
      Correct Answer
      Hi Prasad Bhonsule
      I did exactly as you described but still have the same problem as Rachel. We are using 2016.
      In your example the custom property type is 'Text' and 'Evaluated value' is 0.5. So why does 0.500 show up in the PDM BOM? It reads the text value as a number?
      In your example, is a PDM variable involved/required as suggested by Ville?
      Does the Quantity need to be included in the file card for this to work?
      I tried <Reference Count> and <Reference Count (BOM....>, and lots more things but can't get anything except the file instance count to appear in the PDM BOM.
      
      Hi James Rhys-Davies, did you get a resolution from Solidworks?
      Thanks,
      Dave.
      Like • Show 1 Like1
      Actions
- Utsav Patel @ Prasad Bhonsule on May 1, 2019 1:25 PM
  Mark Correct
  Correct Answer
  Hello,
  
  Can you please guide me on how to show quantity of computed BOM on data cards,
  My BOM list is showing computed quantity from the variable Reference Count (BOM Quantity disregarded), but I am not able to set exact variable on the data cards. Can you please tell me how to set Reference Count (BOM Quantity disregarded) in data card Qty ? as Reference Count (BOM Quantity disregarded) is not visible in my list of variables while creating data cards.
  
  Thanks in advance and regards,
  
  Utsav
  Like • Show 1 Like1
  Actions
Ville Makinen Sep 7, 2016 11:24 AM
Mark Correct
Correct Answer
Hi James Rhys-Davies ,I am setting up our PDM vault for our company and hitting the same problem as you were. We are also aiming to have our data ready for automatic XML-export without doing hand editing to exported data. I even updated from 2016 SP3 to SP4 hoping this issue would be resolved.

Did you find your issue with custom quantity or did you get it working after all?

We are using alot of wiring, glues, sealants etc. which need to be quantified with decimals. My idea is to have library parts with alot of configurations made with design table to have diffrent quantity amounts to choose from. These parts would have their geometry hidden, so the parts would not be visible but their quantity and weights could be read by SolidWorks/PDM and after the export, our ERP-system.

I tried the exact steps Prasad Bhonsule posted but still I can not get the custom quantity to work in PDM BOMs. SolidWorks BOM works without issues. I would like to avoid resorting to named boms if possible, more hassle and room for error when updating.

Thanks in advance to everyone trying to help.

EDIT: I found the culprit! The variable which the PDM stores the custom quantity information needs to be named BOM Quantity and mapped to UNIT_OF_MEASURE CustomProperty and not the Custom property name itself which has the actual information inside the SolidWorks file. I had the variable mapped earlier to Quantity named customProperty which was selected in SolidWorks part as Bom quantity custom property.

I found a clue about this from the PDM admin guide at page 132. We are creating our vault from scratch and not using any of the predefine assets where this variable would have been mapped in advance.
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EPDM - Computed BOM to display custom quantity

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