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Purchase Parts List

Question asked by Tara Campese on Jul 27, 2010
Latest reply on Jul 28, 2010 by Tara Campese

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Hi everyone,

I am trying to create BOM with the following properties:

Displays only the purchase parts (ie, parts not created in-house) in a given assembly and its subassemblies.
Sort all the displayed parts by Vendor then Vendor Number

The only way I have found to display all parts and parts in sub-assemblies (and even a few assemblies where necessary) is by selected the Indented Assembly option and hiding the parts that are manufactured in-house. But then when I sort, the remaining parts group with parts from their sub assemblies (see attached picture). I have tried moving parts up and down in the BOM Contents window, but the parts won't move to the correct location.

I have also attempted using the Parts Only BOM option, but then the purchase parts that are inserted as assemblies don't show up.

Does anyone know of a solution for this?

Thanks,

Tara

PS I am using SoldWorks 2007

Don Vanzile Jul 28, 2010 5:34 PM

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You have the option inside the model of that purchaed sub-asembly not to show the child components in the configuration properties. This is what your looking for with what you just expresed in the post above. The beauty of this model option is it "overrides" the "Parts Only" option in the drawing when you create the bom.

For example, in the pics below, lets say that we puchase the plate with the fasteners and we don't wan't to see the plate or the fasteners separatly. We just wanted to see the purchased part number for all of it. See in the second picture you can choose "Use Specified Name" which will be the purchased part number. And then just choose "hide" for the child components. That overrides the bom and will hide these even when you choose "parts only" for the drawing bom.

Also, just try to keep in mind up front how and what you want to show in the bill and try and break up certain things so that it will display the way you want until you upgrade.

This is exactly what we do here.

Don

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Purchase Parts BOM.bmp1.4 MB

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16 Replies

Don Vanzile Jul 27, 2010 7:49 PM
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What we do is add a custom property so we can sort the boms based on this criteria and separates out these items for clarity. You could then just easily hide the other rows based on this.

Don
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- Tara Campese @ Don Vanzile on Jul 27, 2010 7:54 PM
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  That still doesn't solve my issue. I can hide the rows containing parts manufactured in-house, but I can't get the purchased parts to consolidate. It still groups them according to their sub-assembly. Or, in the case of a Parts Only BOM, the purchase parts that are inserted as assemblies do not appear because they are assemblies.
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  - Don Vanzile @ Tara Campese on Jul 27, 2010 8:26 PM
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    Correct, but there is a right-click option on the yellow part icon in the bom to "show" the child components for sub-assemblies. See pics.
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    expand-1.png24.0 KB
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    - Tara Campese @ Don Vanzile on Jul 27, 2010 9:24 PM
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      Is that feature available in 2007? I can't figure out how to get to it. I checked the SolidWorks help files and still can't seem to find it.
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      - Don Vanzile @ Tara Campese on Jul 27, 2010 9:47 PM
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        Opps, I apologize Tara, I just seen that you were running 2007. These new bom options were added in 2010 for drawings, which by the way, really add a lot of flexiblity to how the bills are displayed. Can I ask why still only on 2007?
        
        However, you also have acces to these "Show & Hide" options in the model configuration properties in 2007.
        
        Don
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        1-IDORSQ @ Don Vanzile on Jul 28, 2010 1:09 AM
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        Hi Don,
        Instead of Manual hiding, is there any other option/filtering to get only purchased parts BOM?
        Regards,
        Swam
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        Don Vanzile @ 1-IDORSQ on Jul 28, 2010 3:59 PM
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        You could create a macro that goes in and reads the table and automatically hides the rows that are not purchased parts. Other than that, I don't think so.
        
        Don
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        Tara Campese @ Don Vanzile on Jul 28, 2010 3:46 PM
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        I've already hidden the components I don't need in the BOM, but the problem with that is the parts from the sub-assemblies still group together. For example, I want all the McMaster-Carr parts grouped together (regardless of their sub-assembly). Even after sorting by vendor, I get what is in the picture I have attached.
        
        I am using SolidWorks 2007 because my company hasn't upgraded yet.
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        Purchase Parts.bmp1.7 MB
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        Don Vanzile @ Tara Campese on Jul 28, 2010 3:56 PM
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        So you used the sort function but it's not working? Seems like a bug to me.
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        Tara Campese @ Don Vanzile on Jul 28, 2010 4:06 PM
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        It's sorting within each sub-assembly, but it's not sorting everything together. I guess I'll just have to deal with the BOM this way until we upgrade to 2010.
        
        Thank you for your help and quick responses
        
        -Tara
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        Don Vanzile @ Tara Campese on Jul 28, 2010 4:11 PM
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        No problem. You have me curious though, do you have an example assembly that you could zip and post? I'll be able to take a closer look at what's going on.
        
        Don
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        Tara Campese @ Don Vanzile on Jul 28, 2010 4:29 PM
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        Unfortunately, I don't. I can't send you the entire assembly because it's proprietary and a sub assembly would not have the same problem. But here's what I did, so you might be able to recreate the same problem:
        
        (Using an assembly with several sub assemblies)
        -Create an Indented BOM (so it shows all parts and subassemblies)
        -Hide some of the sub assemblies, but not their components
        -Sort
        
        I hope that helps. Sorry, I wish I had something I could give you as an example.
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        Don Vanzile @ Tara Campese on Jul 28, 2010 4:37 PM
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        Ok, it looks like your using the wrong bom option (indented) for what you are trying to accomplish. I would just use the "parts only" option and control whether or sub-assemblies show their child components from the models configuration properties. Are you familar with those? That way, you have control over what child parts show or not and you won't be restricted when sorting because of the indented process.
        
        Hope that helps you out.
        Don
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        Tara Campese @ Don Vanzile on Jul 28, 2010 4:54 PM
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        I am familiar with those options and have been using them. However, as I said in my initial post, when i use the parts only option the BOM does not show the purchased parts that are inserted as sub-assemblies. It only shows their components (which I want to hide since we are purchasing the assembly).
        
        For example, if I have one of these mounts inserted into my assembly: http://www.newfocus.com/products/?navId=3&theView=modelGroupDetail&productLineId=25&productGroupId=210&modelGroupId=1302, then it is a subassembly. If I were to use the parts only options, it would give me all the parts in that subassembly and not the mount that I'm purchasing.
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        Don Vanzile @ Tara Campese on Jul 28, 2010 5:34 PM
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        You have the option inside the model of that purchaed sub-asembly not to show the child components in the configuration properties. This is what your looking for with what you just expresed in the post above. The beauty of this model option is it "overrides" the "Parts Only" option in the drawing when you create the bom.
        
        For example, in the pics below, lets say that we puchase the plate with the fasteners and we don't wan't to see the plate or the fasteners separatly. We just wanted to see the purchased part number for all of it. See in the second picture you can choose "Use Specified Name" which will be the purchased part number. And then just choose "hide" for the child components. That overrides the bom and will hide these even when you choose "parts only" for the drawing bom.
        
        Also, just try to keep in mind up front how and what you want to show in the bill and try and break up certain things so that it will display the way you want until you upgrade.
        
        This is exactly what we do here.
        Don
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        Purchased_Hide-1.png74.8 KB
        Purchased_Hide-2.png125.0 KB
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        Tara Campese @ Don Vanzile on Jul 28, 2010 9:00 PM
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        Thank you! That was exactly it. You were right, the problem was that I had it on Indented BOM. That's why, eventhough I followed the steps to hide the child components in the BOM, it wasn't sorting correctly.
        
        -Tara
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