Editing the CAD-extracted BOM

Have you ever uploaded an assembly CAD file and found that the BOM extracted from the CAD file is not quite right for quoting? If so, then you came to the right place. This article will explain how you can take the CAD-extracted BOM and transform it into a structure that works for quoting.

Adding structure to a flat CAD extracted BOM

Let’s walk through the example of when a customer gives you a CAD model with an unstructured, flat BOM for an assembly. Before you start quoting out individual components in the assembly, use the BOM editing tools to set up a more favorable BOM structure for quoting. The video below will walk you through how to use tools like creating manual subassemblies and moving down a BOM level in this context:

To recap the steps you just saw:

  1. Upload the CAD model
  2. Create a manual subassembly for each additional BOM level you want
  3. Switch over to the child BOM
  4. Select the nodes from the child BOM and move them beneath the subassemblies you have created
    1. Note: A node is an occurrence of a part in a BOM structure. A node determines the location of a child part in the BOM structure by specifying its parent node, and also its quantity relative to that parent node. See this article for a more detailed explanation.

Using delete and "Move up a BOM level"

If you ever make a mistake when moving down a BOM level, you can effectively undo the action by performing a "Move up a BOM level" action. Let’s take that exact same assembly and “restore it” to the original CAD-extracted BOM structure:

To recap the steps you just saw:

  1. Select all nodes underneath TOP ASSEM in the child BOM and move them up a BOM level
  2. Select all nodes underneath BASE ASSEM in the child BOM and move them up a BOM level
  3. Delete TOP ASSEM and BASE ASSEM

Splitting a node down a BOM level

Let’s look at a more advanced example, where you would need to “split” a node into more than one location to achieve the right BOM structure. See the video below to walk you through an example looking at pieces of hardware:

To recap the steps you just saw:

  1. Upload the CAD model
  2. Switch over to the child BOM
  3. Create a manual subassembly for each additional BOM level you need
  4. Select the nodes from the child BOM that you wish to move beneath the new subassembly
  5. Leave the default settings for moving the entire quantity of the non hardware components into the new subassembly
  6. Enter the desired node quantity for the current level of the BOM and the lower level of the BOM for the hardware component to ensure you have the proper amount of screws at each level

Undoing a node split

Now let’s do the same exercise we did before, and “undo” the BOM edits we just performed:

To recap the steps you just saw:

  1. Select all nodes underneath the Handle Assem subassembly, and open the move up a BOM level drawer
  2. Specify the quantities at the upper level you want
    1. Note: For the 906 screw, remember we want a quantity of 8. You must specify how many total pieces you want at the upper level following this action. This is not an “add” action, where you add a quantity of 2 to the quantity of 6 that already exists at the upper level.
  3. Delete the Handle Assem subassembly

Editing CAD-extracted quantities

Another situation where the CAD-extracted BOM may be incorrect is when the node quantities are incorrect. The customer may have forgotten to add in a few pieces of hardware or included a duplicate of a geometry as a reference construction or as a mistake. In this situation, you can simply edit the CAD-extracted quantity in the child BOM.

Note: If you edit the node quantity of a subassembly, the system will automatically update all of the flat, BOM, and make quantities of itself and all of its child components.

FAQ

Will my pricing refresh after any edits to the BOM?

Yes, we will refresh pricing on all components in the BOM that are affected by any restructuring actions.

What do the different things mean in the “move down a BOM level” drawer?

Additional details:

  • New node quantity, Current level: This will default to 0. If you want to “split” the node, set this value to something other than zero
  • New node quantity, Lower level: This is the quantity regardless of if there are other nodes already at the lower level for this component. The number you specify in the drawer will appear at the lower level.
  • BOM quantity, After: Ideally you want to keep the Before and After values equal. However, sometimes this is impossible due to the relative node quantities of the current parent and the upper parent.

What do the different things mean in the “move up a BOM level” drawer?

Additional details:

  • New node quantity, Current level: This will default to 0. If you want to “split” the node, set this value to something other than one.
  • New node quantity, Upper level: This is the quantity regardless of if there are other nodes already at the upper level for this component. The number you specify in the drawer will appear at the upper level.
  • BOM quantity, After: Ideally you want to keep the Before and After values equal. However, sometimes this is impossible due to the relative node quantities of the current parent and the upper parent.

Why should I edit the CAD-extracted BOM instead of building the BOM manually from scratch?

Leveraging the CAD-extracted BOM gives you a starting point to work off of that will prevent mistakes and allow you to finalize the BOM faster than if you were building it manually. The larger the BOM the more benefits you will get. Also, when using CAD, your geometrically driven pricing formulas can leverage all of the benefits of Paperless Parts geometric analysis. Your formulas can use geometric properties like volume, area, dimensions, bend count, volume removal, etc. without you needing to input those numbers manually.

When “splitting” a node, can you select specific instances of a part in the viewer to move up or down a level?

No, you cannot. However, the geometry of the instances is identical and shared. Being able to select specific instances of parts would not provide any added benefits to costing automation.

When moving a node up or down a BOM level, will it “merge” with other nodes of that part in the lower or upper level?

Effectively, yes. Whenever you specify the quantity that will be at the upper or lower level, that is the outright quantity. These are not “add” actions, where you are saying “add” this many of a part to a lower or upper level. You are telling the system “I want to have N number of this part at this level”.

When editing the BOM in the quotes page, will that change the BOM in the part viewer?

Yes. When you are editing the BOM in the quotes page, you are actually editing the structure of parts that sits underneath the components that store all pricing information. The BOM tab in the viewer and the BOM you see in the quotes page will have the same structure. Check out this article on assemblies for more details.

When editing the BOM in the quotes page, will that change the CAD tree in the part viewer?

No. Edits to the BOM will not affect the CAD tree. We will always present the same CAD tree structure originally found in the file when viewing the CAD model in the viewer.

Can I edit the BOM in the part viewer?

No. This is functionality we hope to add in the future.

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