ActiveBOM - BOM Components_AD

Parent article: ActiveBOM

The BOM Components tab is a constituent part of the BOM document (*.BomDoc), and a key structural element in the ActiveBOM concept. It presents the BOM itself – a listing of all instances of components used in the design (core catalog items, managed and unmanaged), along with instances of extra items added from the BOM Catalog as required. Use this tab to fully-customize the appearance of the data and to obtain the BOM content you need all in your preferred layout.

Breaking-down the BOM Components tab.

The tab is divided into three key regions:

1. All Columns – lists all available data 'columns' that can be included in the BOM. These attributes are sourced from the properties of all components used in the board design.
2. Grouped Columns – provides the ability to group BOM components by one or more specific attributes.
3. Data –  shows information for each enabled data column.

Manipulating Data Columns

Controls are provided to show, hide and move data columns as required – giving you the ability to massage content of the BOM to meet manufacturing (and documentation) requirements.

Showing Columns

To enable a data column – for inclusion into the main data grid – simply enable the Show option, to the right of its entry in the All Columns region.

Grouping Columns

Components can be grouped together by one or more specific attributes. To do so:

1. Click, drag and drop the desired information column from the All Columns region into the Grouped Columns region.
2. The column heading appears in the Grouped Columns section and the data in the main grid is updated to display according to the new groups.
3. Click, drag, and drop to group by other columns as required.

Changing Column Order

The order of the columns in the main data region can be changed from the All Columns region or from within the data region itself:

• From the All Columns region – drag and drop a column to the new required position in the list. Repeat until the ordering of the columns is as required.
• From within the data region – click on the header for a column and drag it horizontally to the required position. A valid position is indicated by the appearance of two vertical green positional arrows.

Sorting Data within Columns

Data in the grid can be sorted within one or more data columns. To do this, click on a column header (away from the far right drop-down arrow) to toggle the sorting of the information between ascending and descending order. All columns will be affected, but the rows will be sorted according to the information column whose header you click on.

Filtering

Filtering can be applied to show specific component entries. Click on the far right drop-down arrow in a column's header (in the main data region) and select from the individual row entries available. Alternatively, for greater filtering control select (Custom...), which displays the Custom AutoFilter dialog. Use this dialog to set up a custom filter to meet your requirements by specifying which rows of information you want to show based on filter criteria you apply to the data column. After click OK, filtering based on that criteria will be applied. A textual representation of the filtering currently in effect for the whole data region will be presented at the bottom of the region.

Adding Manual Components to the BOM...

The BOM will automatically include all core components (both managed and unmanaged) used in the board design. However, to gain a richer, more complete BOM, you can also add instances of 'manual BOM components'. These are sourced from those 'Extra' items that have been manually added to the BOM Catalog (Extra-Managed, Extra-Reserved, Extra-Place Holder, and Extra-Process). This can be performed from within either of the tabs of the BOM document.

...from the BOM Catalog Tab

To add instances of a single 'Extra' catalog item, select the required item and click the Add to BOM control (above the Item Detail grid). The Add to BOM Components dialog will appear. Use this to specify the Designator Prefix, an optional Separator, and the Quantity of the component required. After clicking OK, the Add new instances to BOM dialog will appear, confirming how many instances of the selected catalog item have been added to the BOM. Switch to the BOM Components tab to view the result.

An example of adding instances of a single 'Extra' catalog item to the BOM.

To add instances of multiple 'Extra' catalog items simultaneously, multi-select the required items and click the Add to BOM control. The Add BOM Components for selected Catalog Items dialog will appear. Use this to specify the Designator Prefix, optional Separator, and Quantity for each item as required. This can be performed in two ways:

• Globally – simply type in these three fields to apply to all items in the list.
• Selectively – select one or more items in the list, then click the links at the bottom of the dialog to set either Designator Prefix, Separator, or Quantity just for those selected items.

After clicking OK, the Add new instances to BOM dialog will appear, confirming how many instances of the selected catalog item have been added to the BOM. Again, switch to the BOM Components tab to view the result.

...from the BOM Components Tab

To add instances of a single 'Extra' catalog item, click the Add from Catalog control (above the main data region). The Add to BOM Components dialog will appear. All currently defined 'Extra'-type items available in the catalog are listed. Select the item that you want to add to the BOM. Use the fields below the list to specify the Designator Prefix, an optional Separator, and the Quantity of the component required. After clicking OK, the specified number of instances of the item will be added to the BOM.

Editing Manual Component Designators

After manual components have been added to the BOM, you can modify their designators. To do so, simply select the entries for one or more components in the main data region, then right-click over the Designator field of a component in that selection and use the Edit Selected Component(s) Designator(s) command. The Change / Remove dialog will appear. This lists the current designator(s) and proposed new designator(s) (initially set to be the same). Edit the entries in the New Designator column for the components you wish to change and click OK to affect the changes.

Make changes to the designators of manual BOM components at any stage as required.

Removing Manual Components from the BOM

To remove one or more manual components from the BOM, simply select the components in the main data region, right-click and use the Delete Selected Manual BOM Component(s) command.

Accessing the command to delete selected manual BOM components.

Removal can also be performed using the controls available in the Change / Remove dialog when editing component designators.

Components can be removed through the same dialog used to edit designators.

First determine which components are to be removed either by:

• Clicking on the Remove Component field for a component.
• Selecting components in the list and clicking the Remove Selected button.

Components marked for removal will have the entry  in the Remove Component column. Click OK and the indicated components will be removed from the BOM.

Total Price

To help in costing by sheet, a Total Price column can be added to the BOM. For all components grouped in a line of the BOM, this displays the sum of the prices of those components multiplied by the specified production quantity, and taking into account any price breaks from the Supplier. Therefore, in terms of data presented in the BOM, this can be mathematically summarized as:

Total Price = Quantity x Supplier Unit Price x Production Quantity

Example showing use of the Total Price data column.