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Recommendations for generating an assembly BOM |
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Assembly and its components
•Properties should be configured in source files of all the assembly components. At a minimum, you must specify the property values of Designation and Name.
Being inserted into the assembly, the components become the constituent parts of this assembly, and the properties defined in their files are the properties of the corresponding constituent parts of the assembly. The constituent part has the advanced Ref. No. property compared to the model in the source file.
•The properties of the assembly should be configured.
•If the assembly has constituent parts represented not by components, but by solids, then for these solids properties should be configured, and their logging in BOM should be enabled.
•If an assembly contains constituent parts that are not represented by either components or solids (i.e. being just a set of properties), then BOM items should be created for these constituent parts and all the relevant properties should be configured.
•If drawings of parts and assembly units are developed, their formats can be reflected in the BOM. To do this, the drawings should be attached to the BOM items in the Assemblies and Parts sections.
Connection is possible both in the assembly file – in the subordinate mode of working with BOM items, and in the source file of the component – when editing an external BOM item.
The second option is preferable, as in this case, when inserting the model into any assembly, the data on the format of the drawing of this model will be automatically extracted from its file. The first option means that in order to obtain data on the format of a drawing, it needs to be manually attached to the BOM item in each assembly where the model is used as a component.
Assembly drawing and BOM
After preparing the component files and the assembly, you can start creating the BOM.
The following procedure is recommended: first, create an associative assembly drawing from the assembly, then create a BOM from this drawing.
•There are two ways to create an associative drawing of the assembly model:
•creating a new drawing manually with subsequent creating associative views of the assembly in it;
•call the command Create a drawing or Create a drawing from a template — the drawing will be created automatically, and the command for creating an associative view of the current model will be invoked.
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Loading complex assemblies may take a long time. In this case we recommend creating a drawing manually with subsequent creation of the associative views of the assembly in it. If the assembly is already open, it is convenient to use the Create Drawing or Create a drawing from a template command. |
•There are two ways to get the BOM associated with the drawing:
•create a new BOM file and then link the drawing to it;
•call the Create BOM by document command — creation of a BOM and connecting the current drawing and the assembly it is based on to it will be done automatically.
As a result of connecting the assembly to the BOM, it will reflect the properties of the constituent parts of the assembly, and the title block of the BOM will reflect the properties of the assembly.
•After creating and saving the BOM you should set reference numbers for the items in the assembly drawing.
If the assembly model is closed, load data from model. By loading the data, the system will match components to the reference numbers and will include the reference numbers in the corresponding BOM items. This, in turn, will ensure that the item numbers from the BOM are transferred to the leader landings of the positional leader lines in the drawing.
If the reference number is included in the BOM item, then the reference number is displayed in the drawing in blue, otherwise it is displayed in black.
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You can include in its composition manually later. |
•If the reference numbers are included in the list of BOM items, then the zones where the items are located can be transferred to the Zone graph of the BOM. To do this, change the BOM setting by enabling the Calculate Zones option. This will automatically enable zoning the drawing (disabled by default).
•Documentation section cannot be generated in the BOM automatically. This section must be created manually and relevant documents should be connected to its items.
•Upon saving the created BOM, the Set Ref.Nos. command is automatically executed. The result of this command is the ordering of reference numbers in the BOM. After the BOM is saved, the reference numbers will be transferred to the attached assembly drawing and displayed on the positional leader line landings.
•The final stage of the preparation of the BOM is the setting of the display and parameters. The user can add base and/or auxiliary items, reserved lines, etc. If required, for example, if items or reserved lines have been added, you should repeat the positioning and save the BOM.
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In an associative assembly drawing, retrieving properties from the model must be enabled (by default, it is enabled). Otherwise, the transfer of reference numbers from the BOM to the drawing and the transfer of zone designations from the drawing to the BOM will not be possible. |
BOM by model with no assembly drawing
If an assembly BOM is required before developing the relevant drawing, or if no drawing is planned, then you can create a BOM by the assembly model.
•There are two ways to get the BOM associated with the assembly:
•create a new BOM file, and then attach the assembly to it;
•call the command Create BOM by document — creating a BOM and connecting the current assembly to it will be done automatically.
As a result of connecting the assembly to the BOM, it will reflect the properties of the constituent parts of the assembly, and the title block of the BOM will reflect the properties of the assembly.
•After the BOM is created you should place the reference numbers in the assembly.
Reference numbers will be automatically included in the corresponding BOM items, thus the item numbers from the BOM are transferred to the landings of the positional leaders in the assembly.
•Upon saving the BOM, the Set Ref.Nos. command is automatically executed. The result of this command is the ordering of reference numbers in the BOM. After the BOM is saved, the reference numbers will be transferred to the attached assembly and displayed on the landings of the positional leaders.
•The final stage of the preparation of the BOM is the setting of the display and parameters. The user can add base and/or auxiliary items, reserved lines, etc. If required, for example, if items or reserved lines have been added, you should repeat the positioning and save the BOM.