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How to customize BOM

Question asked by Ken Hurst on Feb 21, 2018
Latest reply on Mar 14, 2018 by Edmund Lively

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Hi,

I have an old drawing parts list that I must duplicate in solid works. I can get everything except the Qty Required columns. The header row for this part is split into two (see attach). Bottom part is the header "QTY REQD". the upper part is the configuration dash number, then the remaining part of the column lists the quantity for each part. I'm not worried about the blank rows for item 2 and 3.

I can add a row above the header but then the ITEM NO. get messed up. Any help on how to proceed is greatly appreciated.

Basically, Item 1 is the Assembly configuration with its pertinent data. I somehow need to split the header row so that the configuration number is placed there (above lower "QTY REQD" header) and still have the parts qty show in their respective place.

Thanks for all help in advance

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Brad Meador Feb 21, 2018 1:57 PM
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Do you want to have this linked to the feature tree?
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Ken Hurst Feb 21, 2018 2:54 PM
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Not sure I understand what you mean by linked to the feature tree. I'm new to solidworks. Aside from the individual parts models, I have an assembly model. That is where the BOM is being generated from (hopefully).

Thanks
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Brad Meador Feb 21, 2018 2:59 PM
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In SolidWorks a BOM is generated from the parts that are in the assembly. It pulls these parts based on the feature tree to the left of the main screen. If you do not plan on keeping it linked to the feature tree, you can use a general table and do some creative merging of cells to get the desired effect. I am currently working on a BOM template to see if I can get what you want.
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Ken Hurst Feb 21, 2018 3:03 PM
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Thanks for the help. I would like to keep it linked to the feature tree as I can see the need for this template in the future.

Again thanks for the help
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- Brad Meador @ Ken Hurst on Feb 21, 2018 3:07 PM
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  For the QTY Reqd columns what do you want in the sub header?
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- Brad Meador @ Ken Hurst on Feb 21, 2018 3:37 PM
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  Cannot get the header to split. I do know that if you have multiple configs listed on a BOM, then there will be 2 or more QTY columns that are driven by the configs.
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Tom Gagnon Feb 21, 2018 3:09 PM
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I don't know of any way to achieve the split cells / merged cells in your header row from within the BOM Template directly within SWx.

However, I'd recommend generating your rows and content, then exporting to an Excel file, format it as desired in Excel, (save it), and reinsert it into the SWx drawing sheet. This WILL NOT remain associative to content changes across revisions once disassociated from its content, AFAIK, but will effectively shoehorn the results manually into a desired legacy output. Perhaps there is a way to automate some or all of the formatting tasks by an Excel macro.
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Ken Hurst Feb 21, 2018 4:25 PM
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Thanks for trying. I'll see what I can do
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Kevin Chandler Feb 21, 2018 6:11 PM
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Hello,

If I 'm grasping your request correctly (I may not be, so bear with me), you wish to indicate the root assembly's configuration in the header and that there this is the only one assembly per in the BOM that you need to apply this.

If you're permitted a little deviation:
You can add the configuration name as a linked property to the end of the QTY. column text (w/parentheses):

Alternatively, you can use this linked text method to add it to the BOM header's header (the assembly's config was "Default" when the shutter clicked):

Hopefully this is on context and it helps.

Cheers,

Kevin
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Ken Hurst Feb 21, 2018 6:36 PM
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Kevin,

you are on the right track. THer will be at least 5 configurations. I already have it were the configuration dash number is displayed at the bottom of the column and the qty for that configuration is in the column. Im trying to toget a row in the header that just QTY REQD. then above that is where the configurations dash numbers will be. Above that the actual quantities for that given dash number.
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Ken Hurst Feb 24, 2018 3:40 PM
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All,

I found a workaround that will allow me to achieve everything but the split header cell (customer finally agreed to forgo that). I created a separate part file and Assembly file that have no item in it (empty file). I populated the file properties accordingly in both. Then added it to the major assembly file and viola. thanks for al the help.
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- Elmar Klammer @ Ken Hurst on Feb 25, 2018 3:06 AM
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  Hi Ken,
  
  Can you upload a better quality picture. Your attachment cannot be read.
  Nice workaround. You don't mind that this dummy component & assembly is included in the BOM & QTY count.
  Do you use one dummies for all your BOM'S or use a single dummy with file references in all projects.
  
  Elmar
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  - Ken Hurst @ Elmar Klammer on Feb 25, 2018 2:44 PM
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    Try this, not sure how to capture the image from SW.
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- Edmund Lively @ Ken Hurst on Mar 14, 2018 8:09 AM
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  That's a lot of extra work just to make it look that way. We used to do the BOM's the same way, back in the hand drawn/ 2D .dwg days. With the adoption of SolidWorks however, we decided to just set the standard to ASME and accept the output to take advantage of the automation, and be as efficient as possible.
  It is logical that an assembly PN would not show up in the BOM (Parts List) for itself.
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How to customize BOM

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