KOMPAS-3D v23

Navigation: Applications. Terms and definitions > Appendix X. Dialog box reference > Working with BOMs

BOM style settings dialog

This dialog appears on the screen after invoking the Settings — Style Library — BOM Styles... — Edit command.

The dialog allows you to customize the style of the BOM.

The settings made in this dialog will be the default for all BOMs that have this style. Some of these settings can be later changed for each specific BOM.

The settings are grouped into sections, the list of which is located in the left-hand part of the dialog. There is a search field located in the upper part of the dialog. Further detailed are the search and all sections of the BOM style settings.

•Search

•Settings sections:

• BOM
• Detailing
• Graphic
• Sections
• Advanced information
• Versions
• Blocks of additional sections

On completion of the set-up, press the OKbutton. The dialog will be closed, and all style changes will be saved to the containing file *.lyt.

During the configuration, you can use the Apply button — it saves the style being configured in its current state but does not close the dialog.

Cancel button closes the dialog without saving the changes (made after the last press of the Apply button, if it was used).

If there are incorrectly set parameters (e.g., the style name is not entered), then the corresponding control elements are highlighted in red and marked with an icon . To learn the cause of the error, hover the cursor over this icon.

The presence of incorrect parameters does not interfere with the work in the dialog, i.e. the modification of other parameters is available; however, the saving of changes (both with and without closing the dialog) is not possible until all incorrect data is corrected.

Search is performed by the names of customizable parameters (i.e., by option names, lists, etc.). Search is not performed by section names of settings, columns, and sections of BOM, as well as by parameter values.

Step-by-step instructions

1.Specify whether the search should be performed in all settings sections or only in the current one by selecting the required option from the list on the left of the search field.

2.Enter the required symbols in the search field.
If the search there is a result , the number of found parameters appears in the right part of the line.

3.To view the search result(s), click the mouse on the symbol or in the right part of the search bar.

4.In the dialog, the section containing the found parameter will be opened, and the required characters in the parameter name will be highlighted.

BOM

The control elements of this section allow you to customize the entire BOM parameters.

	The element	Description
	Style Number	Enter the name and number of the BOM style to be created/edited in these fields. The name must contain at least one character (excluding spaces), and the number must be unique within the current BOM styles library.
	Link with the source document	This option controls the link between BOM and its data source. If the option is enabled, changes relating to the BOM (adding/removing BOM items, changing their quantities) will be transferred to it from the connected document. Calculated item numbers are transferred from the BOM to the connected document. If the option is disabled, the described data transfer will not be performed. In this case, the document will still be connected to the BOM and the connection can be included at any moment.
	Calculate reference numbers	This option allows you to enable or disable the automatic calculation of reference numbers – the assignment of new reference numbers to items after the numbering has been disturbed as a result of adding/deleting items or automatic sorting after text part modification of items.
	Starting ref.No.	Enter the ref. number in this field that will have the first BOM object in the first section for which in the group Settings is selected Set positions in section — Yes. The field is available when the option Calculate reference numbers is enabled.
	Calculate zones	Enable this option if you want the numbers of the drawing zones in which the positional leader lines of the items are located to be also updated during calculation of the BOM positions.
		If during the BON style setup, the options Calculate reference numbers and Calculate zones were disabled, then the command Set ref.Nos. It will be unavailable in the BOM document.
	Build bottom-up	This option manages the order of the sections and items in them. If this option is enabled, the sections are arranged in the reverse order of the one specified in the BOM style, and the items sorting order also becomes "reverse". Such sequence is prescribed by certain STP when filling in the BOM located on the drawing.
	Automatically split the text into lines in the note column	This option manages splitting of text into lines in the Note. If this option is enabled, each text element in the cells of the column Note occupies a separate row. Splitting the text of the note into elements depends on how the BOM item containing the note appeared — whether it was created manually or transferred from a document attached to the BOM. Details...
	Display number of sheets of the same format	Enable this option in the column Note displayed the number of sheets of the same size (if the document connected to the BOM item is executed on several sheets). For example, the document includes three A4 sheets, two A3 sheets, and one A2 sheet. Entry in the Note column with the option enabled: )3xC4, 2xC3, C2; when the option is off: )A4, A3, A2.
		The action of the option Display the number of sheets of the same format does not apply to BOMs attached to the BOM item.
	Document type	Select the document type from the list: •Simple — if the BOM style is intended for a product with one version, •Group (Variant A) or Group (Option B) — if the BOM style is intended for a product with multiple versions; Options A and B for filling out the BOM correspond to GOST 2.113-75. For more details on group BOMs...
	Number of versions	In this field you need to specify the number of versions for which the style of the BOM is intended. This field is available if one of the group document types is selected. For a document of type Group (Option A), the specified quantity determines the number of cells Quantity per version that will be available when creating a BOM item. For a document of type Group (Option B), the specified number of versions may be less or more than the number of columns of type QUANTITY formed in section Graphs. •If the number of versions is less than the number of columns of the NUMBER type, then the quantity data can be entered only in the first N columns, where N is the given number of versions. Extra" columns will remain blank. •If the number of versions is greater than the number of columns of the NUMBER type, the data in the BOM will be automatically split into blocks — groups of rows containing information about the number of executions, which is equal to the number of columns of the QUANTITY type.

Detailing

The control elements of this section allow you to customize the BOM detailing.

The element

Description

Sheet Size

This field specifies the paper size on which the custom BOM will be placed.

To change the size and/or orientation of the sheet, click the field name.

First page detailing,

Detailing of subsequent sheets

Groups of fields displaying information about the detailing for the first and subsequent sheets of the BOM.

Library – the field containing the full name of the detailing library *.lyt, which includes the detailing of the sheet(s) specification.
To select another library, click the name of the field and specify the required file in the dialog that appears *.lyt. After that, a dialog will appear on the screen in which you need to specify a detailing from the selected library.

Detailing — This field displays the detailing name assigned to the sheet (sheets) from the *.lyt library.
If necessary, to select a different detailing from the library, click the field name.

The customization performed in the Detailing section pertains to the main pages of the BOM, i.e., the pages that will directly contain the data on the composition of the specified item. If necessary, you can include additional sheets in the specification, for example, a change registration sheet. Such a setting is performed not in the BOM style, but in the file of an already created BOM document. Details...

Graphic

Elements of this section allow you to create a list of columns for the BOM style and define the rules for filling them.

The element		Description
Get data from formatting		The set of graphs described in the style of the BOM should correspond to the BOM table. The table for BOM items is defined and configured in the title block, which is part of the BOM formatting. To extract data about graphs from the styling chosen for the customizable BOM style, click the link Take data from styling. After that, the list of columns will be populated with the names of the columns obtained from the format. Adding graphs manually is not possible.
List of graphs		The list reflects the specifications of graphs available in the formatting. The parameters of the selected graph in the list are displayed to the right of the list. Initially, these parameters are determined based on the identifier assigned to the cells of the title block table during its setup and can be adjusted when setting the BOM style.
Graph name		If you customize one of the standard BOM styles included in the KOMPAS-3D kit, then the column name is the same as the column name in the BOM header and it is not recommended to change it unless absolutely necessary. If you are setting up a self-created BOM style, enter any column name.
Graph type		Select the type of graph from the list provided.
Number of Column of This Type		Set the column number if the BOM contains more than one column of this type. For instance, a type B group BOM contains several columns for entering quantities.
Link to property		A list for viewing/selecting a property associated with the graph. Selection of the property is available only for columns of the type User Defined. Select a property from the list to associate with the graph. Upon connection of the document to the BOM item, the necessary information will be passed to this column through the specified system property.
Align Single-line Texts at Bottom		A list that controls the placement of single-line texts in the columns. •Yes — a single-line text will be placed in the cell row where the text of the previous column ends. Most often, this option is chosen when setting the Quantity graph, when it is required that the quantity be recorded in the row where the name ends. •nan — a single-line text will be placed in the first row of the cell.
Data Type		Select the type of data entered in the column from the list. The data type must not conflict with the graph type. For example, it is not necessary to enter only numbers in the column with the NAME type. Depending on the type of data selected, setting additional parameters for the graph may be required (see below).
	String	Does not imply advanced options.
	Real, Integer	Set the minimum and maximum values of the number in the column. Enable this option for those columns in which the data should be added up when calling the command. commands for summing values in columns, select Stack values in the table — Yes. If necessary, you can select Multiply by the number of parts — Yes for them. Then their values will be multiplied by the numbers in the Quantity column before summing.
	Record	Click the link Attribute Library File to select an attribute type library file containing a record template, and specify the values of keys by which templates available for filling in the column will be selected from the library.
		The data type Record can be used only in one column.

Sections

The control elements of this section allow you to customize the BOM sections.

	The element	Description
	List of sections.	The list contains the names of sections of the customizable specification. The buttons for adding and deleting sections are located above the list:
		The button to create a new section in the BOM style. After clicking it, a section with the default name is added at the end of the list. The name can be changed when configuring the section.
		The button for deleting from the style of the section selected in the BOM list. After pressing it, a dialog appears on the screen in which you can confirm the deletion or refuse to delete it.
		If there is no custom section BOM (i.e. if they have not yet been created or all deleted) the list consists of one section – System. You cannot manually remove it from the style. It is automatically deleted when you add the first customized section. To the right of the list of sections, common and individual parameters of the sections are displayed, grouped into categories (described below): • General settings of the sections • General settings of items • Settings • Sorting • Subsections • Graphic • Advanced data • Blocks of Nested Sections
	General settings of the sections
	Break Down into Sections	A list that allows you to enable/disable the division of the BOM into sections.
	Sort Descending	List managing the direction of sorting sections. •Yes — the sections are arranged in the BOM in descending order of their ordinal numbers (set during configuration). •nan — sections are located in ascending order of their ordinal numbers.
	Show Section Titles	List that controls the display of section headers. •Yes — the section headers and empty rows around them are displayed in the BOM. •nan — section headers and their empty lines are not displayed. Items in the BOM table alternate with sections. reserved text lines, if their quantity in the sections is greater than zero. The order of sorting items is preserved (including the belonging of items to different sections and subsections).
	Curvature with header	A list to select the column in which the section headers will be placed. In standard BOMs, the section headers are usually located in the column Name. If the show section and nested section block headers is disabled, then the selection of a column for placing the header is unavailable.
	ShowBlock Titles!!! ( IS: omitted) nested sections	List that controls the display of headers Blocks of Nested Sections.
	Header	The buttons for configuring the appearance of section/block headers of nested sections (available if the display of section/block headers of nested sections is enabled):
		First line font, Font of the following lines
		By left edge, Centered, By right edge
		Form empty lines
		The display of headers within nested section blocks and the external appearance of these headers is governed by the settings made for section headers.
	General object settings
	Item font	A dropdown field for selection of font parameters for BOM items. •Take from the design. – the font of BOM objects will be the same as set in the BOM table. •Font parameters of the objects can be configured arbitrarily. After selecting this option, the font parameter setting dialog appears on the screen, and the string User-defined is displayed in the Custom field.
	Font	If it is required to change only the font face, leaving the other font parameters unchanged, select the required item from this list. The list is available if the object's font is User Defined.
	Settings
	Section Name	A field to enter the name of the BOM section. Cannot be empty or contain only spaces.
	Section Number	Field for entering the section number. We don’t recommend continuous numbering of subsections (1, 2, 3, 4...); instead, leave some reserved numbers (e.g. 5, 10, 15, 20...). This way you will be able to add another section in the middle of the BOM, if needed, without affecting numbering of the existing sections.
	Number of Reserved Lines in Section	The field for entering quantity. Reserved Lines Hose sleeve in the.
	Set Positions in Section	List controlling permutations Item Numbers You can configure parameters using the section. •Yes — objects in the section are created with a reference number; by using the Set Ref.Nos. command, the numbers are updated. •nan — items in the section are created without reference numbers and are not included in the calculation of positions initiated by the Set Ref.Nos. command. If filling in the column Positions in the section is not prohibited, then the position numbers can be entered manually.
	Enable Attaching Geometry in Section	List controlling the capability Attaching geometry to items configurable section. •Yes — geometric objects and positional leader lines can be associated with objects. •nan — only leader lines can be connected to objects.
		Connecting geometry is performed in in the subordinate mode of working with BOM items. When working with BOM document object geometry management is not possible.
	To place on a new sheet	A list that manages the location of the customizable section. •Yes — the section begins from a new sheet. •nan — section starts at the first available line after the previous section. Please note that if the addition of empty strings before and after the section header is enabled, then at the top of the page there will be an empty string instead of a string with the section header.
	Marks	A list managing the presence of a mark for objects in the section. Mark – text added before position number. Thus, when developing a BOM style for use in construction, it is possible to form sections corresponding to the elements of a building, and in each section, set the mark – the letter designation of the element. For example, the section Jumpers must have the PR mark. More details on marks/reference designations... •Yes — the section has a mark. When this option is selected, the field for entering the mark text becomes available — on the left side of the list Marks. The text of the stamp is placed in the column Position. Therefore, if the population of the column Position in the section is disabled, the objects of this section will be displayed without a mark, even if it is set. •nan — section has no mark. The value of the parameter Position in the section Set does not affect the display of the label.
	Independent reference numbering	A list that allows enabling/disabling independent numbering of positions in the customized section. It is available if the addition of Marks to position numbers is enabled in the section. •Yes — the numbering of positions in the section does not depend on the previous one. The first section object receives the number specified in the field Starting Ref.No. Tip parts in the BOM the present dialog. •nan — numbering of positions in the section continues the numbering of positions from the previous section.
	Show document code	The list manages the display and the ability to edit document codes in a customizable specification section. •Yes — working with document codes is available: the table displays the codes included in the designation of documents that are connected to the section objects; this is available when editing the text part of the section objects. Inserting document codes and names; Dialog to input designation, invoked for the section object, contains the Code column. •nan — none of the aforementioned features in the section is available.
	Filling in graphs	The list allows you to choose how to fill columns in the section being configured. •Manual filling is exclusively manual text entry into the table cells when creating BOM items in the section. •Manual filling or reading from the main caption – mixed input method: both manually and by obtaining property values from the documents attached to the BOM items.
	Sorting
	Sort Objects in Section	A list that allows enabling/disabling the sorting of objects inside the custom section.
	Graph table for sorting	Allows you to specify a list of graphs by which sorting is performed, and Sorting Type In each of them. In column Graph Name, the graphs for sorting are specified, and in column Sorting Type, the sort type is set for each graph. To define a column for sorting, click in the row of the table and in the expanded list select the desired column. The sorting type for each column is indicated similarly. Objects within the section will be sorted by selected columns in the order in which they are listed in the table. Above the graph table are the buttons for controlling the rows of this table (available if sorting is enabled):
		The button is used to add a row to the graph table.
		The button is used to delete the selected row from the table of graphs. It is not available if there is only one row in the table.
		Buttons for moving rows up and down in the table of graphs and thus changing the sorting order.
	Subsections
	Divide into Subsections	List managing the division of objects within the customizable section into subsections. Subsections affect the sorting of objects within a section: they are first sorted by subsections, with subsections being arranged within the section in ascending order of their numbers. More details on the subsections... •Yes — division into subsections and corresponding sorting is performed. •nan — splitting into subsections is not performed, i.e., the objects are sorted without taking subsection affiliation into account.
		We do not recommend continuous numbering of subsections (1, 2, 3, 4...); instead, leave some reserved numbers (e.g. 5, 10, 15, 20...). This way you will be able to add another subsection in the middle of the section without affecting numbering of the existing subsections.
	Table of subsections	In the table, the existing subsections in the custom section and their sequence numbers are listed. Above the table of subsections are the control buttons for subsections (available if subsection division is enabled):
		This button is used to create a new subsection. After pressing the button, a new row is added to the table. Enter the subsection number and name.
		The button is used to delete the selected item in the subsection table.
	Graphs
	Table of graphs	In this table, the BOM columns configured in the section are listed. Graphic. Here you can change the type of data that will be entered into columns when creating section objects, as well as enable/disable the filling of columns in the section. •Type — in this column you can change the data type in the fields. Click the link in the cell to call the command. the dialog To select the required data type and set the corresponding parameters. •Fill — in this column you can enable/disable the filling of cells. Select the required variant from the list in the cell: Yes or nan.
		The data type Record can be used only by one column among the populated ones.
	Additional data
	Table of additional columns	In this table, additional columns of the specification configured in the section are listed. Advanced data. Here you can change the type of data that will be entered into the columns when creating section objects, change the properties associated with the columns, and also enable/disable the filling of columns in the section. •Type — In this column you can change the data type in the fields. Click the link in the cell to invoke. the dialog To select the required data type and set the corresponding parameters. •Fill — in this column, you can enable/disable the filling of cells. Select the required variant from the list in the cell: Yes or nan. •Link to property — in this column, you can change the property through which the graph is automatically populated. Select the required system property from the list in the cell.
	Blocks of Nested Sections
	Use blocks	List controlling usability Blocks of Nested Sections You can configure parameters using the section. •Yes — the blocks of nested sections can be set and then used in the BOM (they will be available in the section selection dialog). •nan — blocks of nested sections cannot be set and applied.
	Blocks of nested BOM sections	List of blocks of nested sections. To make all created blocks available when editing the BOM, enable the option All. If you want only certain blocks to be available, enable the options for the names of those blocks, and disable the options for the rest. To the right of the list there are buttons to control the blocks:
		The button is used to add a new block to the list. Clicking this button will display the Nested Sections Block Settings Dialog. It allows you to set the block name and number, enable/disable its placement on a new sheet, and select the BOM sections included in the block.
		The button allows you to edit the block selected in the list. After you click this button, the same nested block settings dialog appears on the screen as when creating the block.
		It allows you to delete the block selected in the list.
		Settings for displaying headers of blocks in nested sections are applied in the group Setting up sections general settings.

Additional data

Elements of this section allow you to define the rules for filling. Additional columns Inside the selected section.

This configuration is done in the same way as for Graph of BOM, with two differences:

•Additional columns do not depend on the columns of the BOM table, therefore, they cannot be derived from the formatting and must be added manually; it is also possible to delete additional columns. The Add line and Delete the box buttons are located above the list of additional columns.

•An additional column of any type can be linked to a property.

•Data in additional columns cannot have the Record type.

Versions

The elements of this section allow you to configure the filling of BOM for a product with more than one version, as well as set up the rules for automatic generation of designations of versions of BOM items and versions of the specified product.

	The element	Description
	Performance numbers from the connected document	An option that manages the linkage of product version numbers in the BOM with the product version numbers in the connected document. •If the option is enabled, item numbers are transferred to the BOM from the linked document and cannot be edited in the BOM. Changes in numbers in the connected document are transferred to the BOM when it is saved. •If the option is disabled, the connection between numbers is not available. Initially — immediately after connecting the document to the BOM — the reference numbers are taken from this document, but later they can be manually edited in the BOM. Changes in numbers made in the connected document are not transferred to the BOM.
	Version blocks	A group of controls for setting the display. version blocks. Available if the section BOM is selected from group document types.
	Insert dash before a number	This option is available for group BOM: type B And controls automatic addition of a hyphen at the beginning of the version number. If it is enabled, the numbers of versions in the "header" of the BOM will appear as -01, -02, -03, etc.
	Place block on new sheet	Enabling this option means that each block must begin on a new page. For fill group BOM: type B With this display method, the rows Design. version do not appear, and the numbers of each version group are placed in the BOM header.
	Show Block Titles	Translate this toggle switch to the I (enabled) position to displayed in the BOM the names (starting parts) of the version blocks and empty rows around them. If the toggle switch is in position 0 (disabled), then the names of the blocks and their empty lines are not displayed.
	Header	Buttons for configuring the appearance of version block headers (available if the display of block headers is enabled):
		First line font, Font of the following lines
		By left edge, Centered, By right edge
		Form empty lines
	Show versions not containing variable data	This option is available for group BOM–option A and controls the processing of versions in which the variable data is not used. •If the option is enabled, then for versions without variable data, blocks will be created containing the string with the word Absent (block headers display must be enabled). If the variable data is not in any execution, the blocks will not be created, and a line with the text will be added to the end of the BOM Differences in versions by assembly drawing. Data strings are notes about the absence of variable data. •If the option is disabled, neither blocks for versions without variable data nor marks about the absence of variable data are created.
	Execution of objects	The group of options controls the automatic generation of object designations when invoking the command. Add object versions. Objects created using this command are copies of the same BOM item; their text parts differ only in their suffixes (e.g., ABCG.125.567800, ABCG.125.567800-01, ABCG.125.567800-02, ABCG.125.567800-05, etc.).
	Full symbols	If this option is selected, the object designations are displayed in full (as shown in the previous example).
	Only version numbers	If this option is selected, only the designation of the object on the basis of which the remaining objects are created is shown in its entirety. Designations of automatically generated objects are displayed as a number (e.g., ABCG.125.567800, -01, -02, -05).
	Ascending order	If the option is enabled, reference number of the items that are versions are displayed in the BOM table; reference numbers are ascending. When the option is disabled, the reference numbers of version items are not displayed in the table and do not ascend (i.e., they correspond to the reference number of the original object).

Blocks of additional sections

Options on this tab allow you to create blocks of additional sections and customize them.

	The element	Description
	List of blocks of additional sections	List of blocks of additional sections. The following buttons are located above the list: buttons for adding and deleting blocks.
		The button is used to create a new block of additional sections in style. After pressing it, a section with a default name is added in the end of the list. The name can be changed during the block configuration.
		The button allows you to delete the block selected in the list. After pressing it, a dialog appears on the screen in which you can confirm the deletion or refuse to delete it.
	Use blocks	A list that controls the ability to use blocks of additional sections in a customizable BOM style. •Yes — blocks of additional sections can be configured and then used in the BOM (they will be available in the section selection dialog). •nan — blocks of additional sections cannot be set up and used.
	Show Block Titles	A list managing the display of block headers. •Yes — block headers and empty rows around them are displayed in the BOM. •nan — block headings and their empty lines are not displayed.
	Header	Buttons for configuring the appearance of block headers (available if display of block headers is enabled):
		First line font, Font of the following lines
		By left edge, Centered, By right edge
		Form empty lines
	Settings of the selected block	A group of controls for setting the highlighted block of additional sections in the list. Present in dialog when using blocks is enabled.
	Block Name	The field to enter the block title. The block header may contain special syntactic structures: \n – serves to transfer the text following it to a new line, #XXX# – allows you to associate a block header with KOMPAS-document; the number and type of characters between the "grids" does not matter. Details...
	Block number	Field for entering the number of the additional sections block.
	Use in work	A list that manages the ability to apply a custom block in the BOM. •Yes — the block can be applied (it will be available in the section selection dialog). •nan — the block cannot be applied; if this option is selected, the remaining block settings become unavailable.
	BOM Sections	A list field for selecting the sections to be used in the custom block. Contains all sections defined in the BOM style. Select the required sections, then click outside the list. The list will close, and the number of selected sections will be displayed in the field. The settings of the sections used in the blocks completely coincide with the settings of the corresponding regular sections.
	To place on a new sheet	A list that manages the position of the parametrized block. •Yes — the block begins from a new sheet. •nan — the block starts on the first available line after the previous section/block. Please note that if the addition of empty strings before and after the block header is enabled, the top of the page will not have a row with the block header, but an empty string.
	Marks	The list controlling the presence of designation in block objects. Mark – text added before position number. More about marks/reference designations... •Yes — the block has a label. When this option is selected, the field for entering the mark text becomes available — on the left side of the list Marks. If the independent mark is configured in the section of the BOM included in the block, then it will be ignored and the mark of the block will be used. The text of the stamp is placed in the column Position. Therefore, if the population of the Position column is disabled in any section, the objects of this section will be displayed without a mark, even if it is set. •nan — the block has no mark.
	Independent reference numbering	A list that allows to enable/disable independent numbering of positions in the configured block. It is available if the block includes the addition of Marks to the position numbers. •Yes — numbering of positions in the block does not depend on previous objects. The first object of the first section in the block receives the number specified in the field Starting Ref.No. Tip parts in the BOM the current dialog. •nan — the position numbering in the block continues the numbering of the positions of the previous items. If there is a section with independent numbering in the block, this setting is saved, i.e. the first item of this section will have the starting reference number.

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KOMPAS-3D v23