使用ActiveBOM进行BOM管理

Parent page: Preparing Your Design for Manufacture

Good component selection underlies the success of every electronic product - so just how does the designer go about choosing the most appropriate component? Gone are the days of the design engineer thumbing through their dog-eared component data book, jotting down a part number on a paper parts list, and throwing that parts list over the wall to purchasing for the first production run.

Not only are the components chosen to fulfill the necessary technical requirements, but the designer must also consider the price, the availability and lead time, as well as the requirements of that component during the assembly and testing phases. Choosing the wrong component can be costly, not just in terms of the final unit price, it can also impact the product delivery schedule or even the ultimate success or failure of the product in the market.

While the highly compressed design/test/manufacture product development cycle means the designer has very little room for error as they select the components, the tightly enmeshed nature of the component information stream - from the manufacturer, to the supplier, to the search aggregation portal, means that accurate component-choice information can be placed right on the designer's screen, as she scrolls through a list of potential components. Altium recognizes the critical role that component selection plays in the design process and develops software technologies, products and teams that help deliver easy-to-use, detailed and accurate component data and component selection systems, directly into the designer's workspace.

In the design process, the project BOM is one of the first documents created, as the key components are costed for the initial project pricing estimate, and it is one of the last documents to be finalized as the project is handed over for fabrication, assembly and test. And that BOM is much more than a list of the electronic components fitted to the board - it must also detail every screw, standoff, sticker, heatsink, and tube of glue required to finish the sub-assembly that the PCB becomes a part of.

ActiveBOM is a powerful Bill of Materials management editor that brings comprehensive BOM management tools together with Altium's powerful part-information aggregation technologies, helping you manage the component selection challenge.

Solving the Component Management Challenge

Ultimately, every single part used in the design must have detailed supply chain information. In the past, designers had to add this information into each component during library creation or design capture or post-process their design BOM to add the supply chain details in later. ActiveBOM removes this constraint - the designer can now add supply chain information to the components at any time during the design cycle, entering it directly into the BOM instead of the schematic components, if they choose.

This ability to inject supply chain details directly into the BOM changes the role of the BOM document in the PCB project. No longer a simple output file, ActiveBOM raises the component management process to sit alongside the schematic capture and PCB design processes, where ActiveBOM's BomDoc becomes the source of all Bill Of Materials data for the PCB project, for all BOM-type outputs. ActiveBOM is now the recommended approach to BOM management.

As well as the components placed in the schematic, additional components and BOM-specific data can be added directly in ActiveBOM, for example; yet-to-be-detailed parts, fasteners, the blank board, or the mounting glue. Custom columns can also be added, including a specific Line number column, which supports both auto and manual numbering, with full copy/paste support.

ActiveBOM presents the list of Items in the grid at the top, with the supply chain status of the selected Item shown below.

Manufacturer-centric Solutions for both Workspace and Non-Workspace Library Components

Design components that are stored in an Workspace are referred to as Workspace Library components. As well as delivering full revision history and lifecycle management, another strength of using a Workspace is that it allows the design component to be coupled to the supply chain, in real-time. This mapping from the design part to the manufactured part is done in a Part Choice. From the manufacturer and part number details stored in the Part Choice, the software can use the Altium Cloud Services to access detailed and up-to-date supply chain information for that part.

Components not placed from a Workspace are referred to as non-Workspace Library components. While these parts do not have Part Choices defined, they are still supported by ActiveBOM. Since non-Workspace Library components do not come with links through to the supply chain, those links can be defined in ActiveBOM instead. ActiveBOM can search the parts for suitable manufacturer details in the existing component parameters. If a design part does not include sufficient manufacturer details, then the designer can define manufacturer links directly, in the BomDoc.

Creating Solutions

ActiveBOM manages the mapping from the design component (part) to the part that is purchased. For each part used in the project, the linkage between:

• the design component,
• and the manufacturer of the part to be fitted to the board,
• and the available suppliers of that part,

is presented as a Solution in the lower region of the ActiveBOM interface.

Your objective is to have a Solution for each unique part used in your design. This Solution information is transferred into the BOM, providing the information needed to purchase the components.

In a Workspace Library component component each Part Choice becomes a Solution - coupling the design component to the manufacturer part, and the available suppliers.

Solutions for Workspace Library Components

For a Workspace Library component, the linkage between the design component and the real-world part is defined as a Part Choice. The advantage of using a Part Choice to couple the design component to the manufacturer part is that it means the design component does not need to have manufacturer or supplier details embedded in its parameters. The Part Choice can be defined independently and updated as needed, and multiple Part Choices can be defined when required.

In ActiveBOM, each Part Choice defined for a component automatically presents as a unique Solution. As well as detecting existing Part Choices, new Part Choices can be added directly in ActiveBOM, and Part Choices can also be ranked in ActiveBOM's Edit Part Choices dialog. For Workspace Library components, these Part Choice updates are stored back in the Workspace.

Part Choices can be ranked and additional Part Choices can be added in ActiveBOM, these Part Choice updates are stored in the Workspace.

Solutions for Non-Workspace Library Components

ActiveBOM also supports creating Solutions for non-Workspace Library components, that is, components placed from a company database or file-based library (for example; *.SchLib, *.IntLib, *.DbLib, *.SVNDbLib).

Since non-Workspace Library components do not support Part Choices, ActiveBOM offers the following mechanisms to connect them to the supply chain:

1. Firstly, ActiveBOM can be configured to detect manufacturer part details embedded in the component parameters and create a Solution using that information. Click the Manufacturer Link  button in the ActiveBOM Properties panel to configure the parameters that are used for this.
2. ActiveBOM also supports Supplier Links, a feature where supplier name and supplier part number details are added to the schematic component. ActiveBOM creates a Solution for the manufacturer part identified from the specified supplier details. The downside to Supplier Links is that the supply chain is limited to the specified supplier, other suppliers of that part are not included. Be aware of this limitation if you choose to use Supplier Links.
3. The third level of support for a non-Workspace Library component is to add a Solution directly in ActiveBOM. In previous versions of ActiveBOM, Solutions for non-Workspace Library components were added as Supplier Links, limiting the supply chain data to the specified supplier. Now when a Solution is added to a non-Workspace Library component in ActiveBOM, it is added as a Manufacturer Link (manufacturer name and part number). This gives the Solution full supply chain support, the software can use the Altium Parts Provider to access detailed and up-to-date supply chain information for all current suppliers of that part - just like a Part Choice defined for a Workspace Library component.
4. The fourth level of support is for a BOM Item that is not returned by the Altium Parts Provider. This type of item is referred to as a Manual Solution, these require the designer to enter all of the required details, such as the manufacturer, the manufacturer part number, supplier details, and so on.

Manufacturer Links defined in ActiveBOM have full access to the supply chain.

Working with Components in Altium Designer

Components are the foundation of every electronic design. When you're creating a design you can divide the components into two groups - the components you already have, and the components you still need to get. Altium Designer includes a panel for working with each of these component-groups.

Both panels include powerful search capabilities. Enter a query in the main Search field to perform a string search, or progressively refine the search criteria using component type Categories and smart Filters – or use both capabilities together.

The Components Panel

The Components panel is used to access your own collection of components, both Workspace and non-Workspace Library. Non-Workspace Library components can be stored in any of the available database and file-based library types (SchLib, IntLib, DbLib, etc.,), and Workspace Library components can be stored in a Workspace.

Your Workspace (1) and non-Workspace (2) Library components are accessed through the Components panel.

► Learn more about working in the Components panel

► Learn more about the various component storage options

The Manufacturer Part Search Panel

There are millions of electronic components available today, through thousands of suppliers, from hundreds and hundreds of manufacturers. Altium appreciates how time-consuming it is for the designer to research the components they need in their designs, checking not only the performance characteristics but also the price and availability, of the many components they need in their design.

To help with this the Manufacturing Part Search panel has been developed - providing a designer's window into the component world. Harnessing the power of the Altium Parts Provider, the panel gives instant access to a vast array of components from a broad range of manufacturers.

Use the Category list and Filters to quickly locate the required component, then check the stock levels and price breaks for the various suppliers.
The icon indicates that there are Altium Designer models available for this component.

► Learn more about working in the Manufacturing Part Search panel

Creating the BOM Document

ActiveBOM's working BOM document is referred to as a BomDoc. Add a new BomDoc to the project via the File » New sub-menu, or right-click on the project in the Projects panel. Note that each PCB project can only include one BomDoc.

When you add a new BomDoc to your project, the schematic is automatically compiled and all of the existing components are listed in the BomDoc. For Workspace Library components that include Part Choices, Solutions will be detailed in the lower region of the interface, as explained in the Understanding the Solution section below.

As additional components are placed on the schematic they are automatically added into the BomDoc. Additional BOM Items and additional parameters can also be manually added directly in ActiveBOM, via the Add new button, located above the component list. Refer to the Custom BOM Items and Columns section to learn more.

The BOM Items List

The upper region of the BomDoc is a tabular list of all of the components detected in the PCB design project, as well as additional BOM Items you have added directly into the BomDoc. This region is referred to as the BOM Items list.

The components, or BOM Items list, displayed in the Base view.

There are 3 view modes available to display the BOM Items. Select the required mode using the buttons located above the list:

 Flat view - a row for every component.

 Base view - a row for each unique component in the project, the Designator column lists the designators of all components of this type. Multiple presentation options are available for grouped designators. Select the required Designator Grouping mode in the Properties panel.

 Consolidated view - used when the project includes variants, to display a consolidated BOM for all variants.

BOM Items List Editing Features

The component list supports a number of spreadsheet-like editing features, including:

• Use the Column tab of the Properties panel to display/hide a column, and define a name Alias for a column.
• Drag and drop to change the order of columns.
• Sort by any column, hold Shift to sub-sort on subsequent column(s).
• Click the Filter icon to filter by column values
• Select cells using standard Windows selection techniques.
• Copy cell contents from ActiveBOM, and paste values from an external spreadsheet editor into custom ActiveBOM columns.
• Click the Set line numbers button ( ₎ in the Base view to add a line number to each row. Click the dropdown icon on the right of the button to open the Line # Options dialog, where the start and increment values can be defined. Refer to the Line Number Column section to learn more.
• Click the Add New drop-down ( ₎ to add additional rows or columns. Refer to the Custom BOM Items and Columns section to learn more.
• Click the Group by button ( ₎ to group the grid by the enabled column. Multiple Group By columns can be enabled (show image), and their order changed using drag and drop. This is a grid display feature, the grouping is not transferred to the Report Manager dialog when the Bill of Materials command is run.
• Click the Reset Supply Chain button ( ) to remove user-defined solution ranking and manually assigned SPN priorities from the selected BOM Items.
• The current configuration of the BOM Items grid can be saved as a BOM Set. Refer to the Configuring and Saving the Display of the BOM Items Grid section to learn more.
• Use the standard Windows shortcuts to scroll through the list of BOM Items:
  • Vertical scroll = MouseWheel Roll
  • Horizontal scroll = Shift + MouseWheel Roll

The Column Groups

The ActiveBOM components list has distinct groups of columns that present in each view mode, the image above shows the Base view.

The BOM Items grid is clustered into the following major groups:

1. Item Details (orange highlight in the image) - these columns display parametric component details, such as the Designator, Description, Library Reference, and other component parameters.
2. Solutions (cyan highlight in the image) - the highest-ranked manufacturer + supplier(s) from the Supply Chain. The number of solutions (manufacturer parts), and the number of suppliers of each solution, are configured in the ActiveBOM Properties panel - these are indicated by a  solid, colored banner in the supplier tile. Ranking is automatic, and can also be manually defined, as discussed in the Understanding the Solution section below.
3. BOM Status (green highlight in the image) - an indication of the current risk associated with each component. Hover over an icon for a description, or alternatively, enable the detailed BOM Status column in the Properties panel to display the description.
4. Variant Details - in Consolidated View, an additional Group, titled Variants, is added just before the BOM Status column. This group includes a column for the base design, and one for each variant, displaying the quantity (per unit) of each component. Refer to the Working with Variants section for more information.

Custom BOM Items and Columns

BOM management for a PCB design project requires the management of components and BOM Items beyond those placed in the schematic and PCB. There are many cases when custom BOM Items or parameters will be used in the PCB design project. For these situations, ActiveBOM supports adding additional BOM Items and columns (parameters), which can then be included in the generated BOM:

• Custom row -  an easy way to add a custom BOM Item that needs to be accounted for in the design (bare board, glue, etc). All fields in a custom row are user-defined. Custom rows are not managed by ActiveBOM, for example, if the quantity is set to 3, there will not be 3 separate items displayed in Flat view. Supply chain searching is also not supported for custom rows.
• Custom column - additional BOM column, managed in ActiveBOM, that can contain any user-defined text.
• Custom Item - an additional BOM Item, this is typically for those items that will be needed but are as yet not fully known or do not yet exist in the library. This allows these items to have their cost included in the overall board cost estimation.
• Managed Component - an additional BOM Item, that is managed manually in the BOM document. The Component Search dialog will open, listing the components in the currently connected Workspace. The chosen additional BOM Item can also be changed at any time via the right-click Operations sub-menu.

Data Sources

The default data sources available in ActiveBOM are the schematic component parameters ( ), the Workspace component parameters for Workspace content ( ), and data provided by ActiveBOM ( ). From these sources, ActiveBOM generates the main project BOM Item grid. Data sources are enabled and their display controlled in the Columns tab of the ActiveBOM Properties panel.

By enabling the relevant Sources button (above the Columns list), the BOM can also include information taken from the following additional data sources:

The PCB - enable these to include PCB location/rotation/side of board data in the available Columns, for each of the components.

Database - to load additional component parameters from an external database (via *.DbLib, *.SVNDbLib, or *.DbLink).

 Altium Cloud Services - enable this to access a broad range of additional component data, for those BOM Items that have been identified by the Altium Parts Provider and show a supply chain solution.

 Document Parameters - enable this to include all detected schematic document parameters, across all schematics in the PCB project in the available Columns.

The source of each parameter is indicated by the icon in the list of columns.

Data Source Parameter Priority

If the same parameter is present in more than one data source, the following priorities are applied in ActiveBOM (highest to lowest):

1. BOM
2. PCB
3. Documents
4. Server
5. Database
6. Cloud
7. Schematic
8. Manual

Line Number Column

For PCB designs with assembly drawings, or for BOM data exchange between design engineers, cost engineers or purchasing specialists, the BOM line number (BOM Item position No) is a simple method used to individually distinguish BOM lines, which can then be used to explicitly identify or find the corresponding callout, component and depiction in the design.

As the project BOM data source, ActiveBOM supports user-defined Line #’s for the project BOM and has both manual and automatic Line # (BOM Item position No) management features.

• To automatically set the position number for the all project BOM Items (components), click the Set Line # button. Line numbers are displayed in the Line # column, in the Item Details group of columns. Click the dropdown icon on the right of the button to open the Line # Options dialog, where the start and increment values can be defined.
• To manually change Line #'s, switch to Base view mode then select the required cell(s) in the Line # column and:
  • Press Delete on the keyboard to clear the cells, then
  • manually type in new values, or
  • paste a range of values from the Windows clipboard.
• To renumber or continue numbering from a custom added number click on the required item Line # cell, then click the Set Line # button. The Line Numbering dialog will open, where you can Continue numbering or Renumber all. The base and increment values last defined in the Line # Options dialog are used to calculate the numbers added, if required you can enter a seed value in the selected Line # cell to define the start number.

Configuring and Saving the Display of the BOM Items Grid

Like any good spreadsheet application, the BOM Items grid can be configured to suit your requirements. As well as the traditional column ordering and sorting features, the current configuration can be saved as a BOM Set.

Grid configuration features

• Display / hide any column - via the Columns feature in the Properties panel. Use the Search field at the top of the panel to quickly locate a column.
• Change the order of columns - click and hold on the column title and drag and drop.
• Change the width of a column - hover over the column edge in the title region and click and drag (look for the  cursor), or double click at that location to auto-size to suit the column's contents.
• Sort the entire grid by a column:
  • Click the column title to alpha-numerically sort the grid by that column's contents.
  • Click a second time to sort in the reverse direction.
  • Hold Shift and click on another column title to sub-sort by that column's contents.
• Filter the grid by a specific value - click the Filter icon  to filter the grid by a value used in that column.
• Store the configuration as a BOM Set - more on this below.

Working with BOM Sets

Any number of BOM Item grid configurations can be saved - each of these is referred to as a BOM Set. After configuring the grid to your requirements, click the Add button in the BOM Sets region of the ActiveBOM Properties panel to add a BOM Set to the list.

Click the eye icon to enable a BOM Set.

BOM Sets are configured in the ActiveBOM Properties panel.

BOM Verification

ActiveBOM includes a comprehensive set of BOM checks, that is automatically performed each time the BOM is updated.

BOM Status

Each BOM Item is checked for violations and its status is displayed in the BOM Status column. This column is always visible on the right side of the BOM Items list, displaying an icon that indicates that item's status. Note that a BOM Item can fail more than one of the BOM checks, the icon indicates the most severe failure.

BOM Status Icons:

• Clear - component has solutions, these solutions have suppliers with sufficient stock, and at least one solution has been ranked.
•   Warning
• Error
• Fatal Error

Hover over the icon for a summary of that part's status. Alternatively, enable the display of the detailed BOM Status column to display detailed information. The column can be enabled either via the ActiveBOM Properties panel, which includes a handy search box or by right-clicking in the column header area of the BOM Items list then choosing the Select Columns command.

Configuring the BOM Checks

The BOM Items are automatically checked for:

• Violations associated with Design Items: this includes tests such as parts whose BOM parameters do not match the library parameters (ambiguous parameters), and duplicate designators.
• Violations associated with Part Choices: this includes tests such as an unranked MPN (system assigned ranking only), no suppliers, or a missed target price.

The severity level (report mode) of each BOM check is configured in the BOM Checks dialog. Click the Gear icon  below the BOM Checks detected violations list in the Properties panel (as shown in the image below) to open the dialog.

Filtering the BOM Items List by BOM Status

The Properties panel displays a list of detected BOM check violations that are present in the current BomDoc. Click the Filter icon (as shown below) to filter the main BOM Items list so that it only displays those BOM Items that fail that BOM check. Note that a BOM Item can fail multiple BOM checks.

Click to filter out all BOM Items except those that fail this BOM check.
Click the Gear icon to configure the BOM Checks.

Understanding the Solution Details

Component selection is often a process of juggling availability, unit price, and manufacturing volume. One of the great strengths of ActiveBOM is its ability to bring detailed, up-to-date supply chain information right into the design environment. Having access to this information means the designer can easily monitor their component choices and adapt these as required.

The Manufacturer Details

If a design component includes a recognized manufacturer and manufacturer's part number (referred to as the MPN), ActiveBOM will present this as a Solution in the lower region of the ActiveBOM interface (each row is a solution). For each Solution, ActiveBOM will automatically access the Altium Cloud Services and attempt to locate supply chain information about that part. A key feature of the cloud services is the Altium Parts Provider, which aggregates live parts information from an extensive list of external suppliers, funneling back key information such as supplier, price, stock levels, and minimum order quantities, into ActiveBOM. 

Each of the rows displayed below the BOM Items list is referred to as a Solution, with the manufacturer part detailed on the left, with each of the available suppliers returned by the Altium Parts Provider detailed on a separate color-coded tile.

Each row represents a Solution - a manufacturer part and the available suppliers of that part.

Refer to the Managing the Solutions section to learn more.

MPN Information

1. Manufacturer details:
   • Part image
   • Manufacturer name
   • Manufacturer Part Number (linked to the part on the Manufacturer's website)
   • Description
2. Priority of solution (Primary, Secondary 1, Secondary 2, etc.,)
3. Stock total: sum of the stock available from the favorite suppliers (global availability). Red if stock < order quantity.
4. Minimum unit price. Red if no prices or price = 0
5. Manufacturer Lifecycle: data from Altium cloud services, where:
   • Gray = Default, unknown or no information
   • Green = New or Volume production states
   • Orange = Not Recommended For New Designs
   • Red = Obsolete or EOL
6. Link to datasheet (Octopart)
7. Quantity of available favorite Suppliers
8. User Rank, click to set

Interpreting the Lifecycle State

Use the lifecycle status to help select the most suitable part.

The current lifecycle status is displayed for each solution (as shown in the image above).

The lifecycle status is designed to be used as an indicator, for a number of reasons:

1. Altium maintains a database of many millions of components, produced by thousands of component manufacturers. Since there is no single, consistent method used by those manufacturers to reflect a component's lifecycle state, the status is based on information aggregated from manufacturers, global distributors, and global sales analysis.
2. A part is only reported as EOL or Obsolete when there is at least one authorized distributor or manufacturer that has confirmed this status.
3. Determining the Not Recommended for New Design (NRND) status is more complex. Manufacturers sometimes just report if a part is active or not, and may not give advance warning that a part is to be discontinued or replaced. Therefore this lifecycle status does not always concur with the status provided by the manufacturer. The status algorithm uses various information, including real-time and historical stock availability from all distributors, to try to determine the availability of the part. Parts which have consistently poor availability (when they have been generally available in the past), or cannot be sourced over a period of time after having previously had good availability, will eventually be flagged as NRND (if they are not already EOL or Obsolete).
4. The idea of the lifecycle status indicator is to provide simple-to-understand information that helps you to make more informed decisions about a part, by highlighting those parts which may be problematic. However, due to the sheer volume of data and number of components that from a Workspace Library, there is always a chance that the Altium status lags behind the instantaneous manufacturer status, and is therefore not up-to-date. It is not possible for Altium to guarantee the accuracy of the lifecycle status, it is recommended that if there is any doubt that you double-check with the manufacturer for authorized lifecycle information.

Ranking the Solutions

If multiple manufacturer parts are available - meaning there are multiple solutions - the solutions are automatically ranked from highest to lowest based on the part's availability, price and manufacturer lifecycle state.

If you prefer to use a lower-ranked solution, for example, to use a specific manufacturer, you can override the automatic ranking by defining a User Rank, using the star feature, as shown in the image below.

Click on a star to define a user ranking for a solution.

The Suppliers

To the right of the manufacturer part details are the available suppliers that have been returned by the Altium Parts Provider, with each supplier detailed on a separate tile. These tiles are also referred to as the SPNs (Supplier Part Numbers).

The SPNs are automatically ranked by availability and price. Each SPN tile includes a colored banner, the color reflects the risk associated with choosing that SPN (detailed below). Because the availability and price data can be refreshed at any time from the Altium Parts Provider, the order of the SPN tiles can change.

The SPN tile includes detailed information about the part and its availability.

SPN Tile Information

1. Tile banner, including locking pin, supplier name, tile sequence dropdown, where the banner color indicates:
   • Green = Best
   • Orange = Acceptable
   • Red = Risky
     (solid banner indicates a used solution/supplier, configured in the Supply Chain section of the Properties panel)
2. Supplier part number (linked to the part on the Supplier's website)
3. Country code for the Supplier location (ISO alpha 2).
4. Source of the part information (hover for details). Color indicates:
   • Gray = Default, updated less than one week ago
   • Orange = 1 week < last update < month ago
   • Red = last update > 1 month ago
5. Stock, red if available stock < order quantity
6. Unit price: red if no price available or price = 0 (currency is set in the ActiveBOM Properties panel)
7. Packaging of supplied parts; hover for details.
8. Order quantity, orange if Minimum Order Quantity (MOQ) > order quantity, information on any surplus displayed in the tooltip
9. Order price (Unit Price * Order Quantity), red if 0 (meaning no stock or no unit price)
10. Available price breaks, with Minimum Order Quantities

Ranking the Suppliers

The default state for a new BOM Item is that the Suppliers are ranked automatically. Note that this ranking can change over time, as the price and availability of a particular part change. If required, you can lock an SPN tile to a specific position by clicking the pin icon on the left of the SPN tile banner. The automatic ordering of the SPNs can also be manually overridden, use the drop-down on the right of the tile banner to set the required position. If you use the dropdown to manually set the position of an SPN tile, the locking pin is automatically applied.

To learn how to apply supplier-priority to the ranking, refer to the Configuring the Available Suppliers section.

Managing the Solutions

Through a tightly coupled set of services and teams, Altium maintains a vast catalog of components and component supply chain data. This data is delivered as part of the Altium Cloud Services.

As well as supporting non-Workspace Library components that already include supply chain information, such as those placed from an Altium Workspace, ActiveBOM is also able to search for supply chain data for other components.

To summarize, the components you use in your design can access supply chain data in the following ways:

1. Parts placed from the Manufacturer Part Search panel or a company Workspace (Workspace Library parts) - parts placed from the Manufacturer Part Search panel or a company Workspace are already linked to comprehensive supply chain data, via their Parts Choice List. Additional Part Choices can be added in ActiveBOM, click the  button then select Create/Edit PCL from the menu. Click Add in the Edit Part Choices dialog to create a new link and the Add Part Choices dialog will open - refer to the Adding a New Solution section to learn more.
2. Parts placed from local libraries that include manufacturer part information (non-Workspace Library parts) - for parts that already include the manufacturer name and part number, for example, parts placed from a company Database Library which include this information, ActiveBOM can search for that part through the Altium Parts Provider. To do this, ActiveBOM needs to know which component parameters hold those manufacturer details, these are defined by clicking the Manufacturer Link  button in the ActiveBOM Properties panel. Refer to the Configuring the Manufacturer Link Fields section for more information.
3. Parts placed from local libraries that have no supply chain information (non-Workspace Library parts) - these parts can have supply chain information added:
   1. Directly in ActiveBOM - by adding a Manufacturer Link. Click the  button and select Create/Edit Manufacturer Links from the menu. Click Add in the Edit Manufacturer Links dialog to create a new link and the Add Part Choices dialog will open - refer to the Adding a New Solution section to learn more.
   2. During design capture - using the Supplier Links feature. Supplier Links can be added to an existing schematic component by right-clicking on the component on the schematic and selecting Supplier Links from the context menu, then locating the required part in the Add Supplier Links dialog and selecting the required supplier of that part; or by locating the part in the Manufacturer Part Search panel and right-clicking on the required supplier and selecting the Add Supplier Link command, then clicking on the schematic symbol on the schematic sheet. Note that Supplier Links are locked to that supplier, ActiveBOM cannot source that MPN from other suppliers.
   3. Directly in ActiveBOM - by creating a manual solution. Use this approach to add supply chain information for special items such as glue, fasteners or other mechanical items.

Configuring the Available Suppliers

Supply chain data is delivered through the Altium Parts Provider. The Altium Parts Provider can access details for a vast number of component suppliers, distributed all over the globe. The set of available suppliers is configured at two levels:

• For this software installation - configure the suppliers in the Data Management - Parts Provider page of the Preferences dialog.
• For the current project - click the Favorite Suppliers List  button in the ActiveBOM Properties panel to define the suppliers you want to be available in this project. Refer to the Set Up Part Providers dialog page for more information.

Configuring the Manufacturer Link Fields

If you have non-Workspace Library parts (parts that have not been placed from a Workspace or the Manufacturer Part Search panel), ActiveBOM can search for suitable suppliers automatically if the components include the manufacturer and part number details somewhere in their parameters. For ActiveBOM to be able to query the Altium Parts Provider for suitable supply chain details for these non-Workspace Library parts, it needs to know which of the part's parameters hold the Manufacturer Name and the Manufacturer Part Number. These are configured in the Define Manufacturer Link Fields dialog, click the Manufacturer Link  button to open the dialog. Multiple Name / Part Number parameter pairs can be defined.

Refer to the Define Manufacturer Link Fields dialog page for more information.

Configuring the Number of Solutions and Suppliers

To ensure a smooth passage through the assembly process, many companies require all parts in the BOM to include multiple suppliers, and may also require that alternative parts are detailed. These requirements are configured by the options in the Supply Chain section of the Properties panel.

The Supply Chain options control how many Solutions to include, and how many Suppliers per Solution. Included supplier tiles have a solid color in their banner.

• The number of Solutions per Item option is used to control how many Solutions are to be included for each BOM Item. Each additional Solution is an alternate part. As this value is increased an additional group of columns labeled Secondary Solution n (detailing the manufacturer and the specified number of suppliers), is automatically added to the BOM Items grid. In the image above, the BomDoc is configured to include 2 Solutions for each BOM Item (light blue highlighting).
• The number of Suppliers per Solution option is used to control how many suppliers are detailed in the BOM Items grid for each part. As this value is changed the specified number of supplier columns is updated to suit. In the image above the BomDoc is configured to include 2 suppliers per Solution (green highlighting).
• The colored banner of each Supplier tile is used to indicate if that supplier is included - a solid banner color indicates that the Supplier is included in the BOM Items grid; a checkered banner indicates that Supplier is not included.

Adding a New Solution

Adding and editing Solutions uses essentially the same process for both Workspace and non-Workspace Library components. Regardless of whether you are adding a Manufacturer Link to add a Solution to a non-Workspace Library component, or adding a new Part Choice to add a Solution to a Workspace Library component, search for the part in the Add Part Choices dialog.

To add a new Solution:

• Click the Add Solution button below the BOM Items list in ActiveBOM then select either Add/Edit Manufacturer Link (for a non-Workspace Library component) or Add/Edit PCL (for a Workspace Library component).
• If you are adding a Manufacturer Link to a non-Workspace Library component, the Edit Manufacturer Links dialog will open. To add a new link click the Add button; the Add Part Choices dialog will open.
• If you are adding a new Part Choice to a Workspace Library component, the Edit Part Choices dialog will open. To add a new Part Choice click the Add button; the Add Part Choices dialog will open.

A Manufacturer Link being added to a non-Workspace Library component. If the selected part was a Workspace Library component, the Create/Edit PCL command would be used.

Searching for a Part

Utilizing Altium Designer's advanced component search engine, the Add Part Choices dialog can be used in a straightforward search mode by entering a query in the main Search field, or in its advanced faceted mode by progressively refining the search criteria using the Categories and Filters choices – or by using both capabilities together (referred to as a faceted search).

Use the Search field at the top of the dialog to locate suitable parts based on a search description.

For example: LED green clear 0603 SMD

Or use the Categories and Filters when you want to explore potential parts by toggling criteria on and off.

For example:

1. First select a Category, such as LEDs,
2. then Filter the LEDs category by the Manufacturer, Mount, Case/Package, and so on.

• Categories are accessed using the dropdown, as shown in the image above.
• Filters are accessed by clicking the button to display the dialog's Filters list. The contents of the Filters list change to suit the category of component being searched. Hover the cursor over the image above remove the Categories list and show the Filters list.
• Click on a column heading to sort the results by that column.
• Some of the Filter fields include text boxes to enter numeric values, press Enter on the keyboard to apply the value.
• If the results list does not update, click in the Search field and press Enter on the keyboard.
• The current search criteria defined by the chosen Category and enabled Filters list are detailed just below the search bar, click the small x icon to remove any of the existing search criteria.
  
• Hover the cursor over the vertical colored bar to display the current manufacturer's Lifecycle status; for example, Volume Production, EOL, etc.
  ► Learn more about Interpreting the Lifecycle State.

Checking Supplier Data

Each manufacturer part that is returned in the search results includes two hyperlinks next to the image of the part.

Clicking:

• The upper-link opens detailed component information about that part on the Octopart website.
• The lower link opens detailed information about suppliers that carry that part, ordered by availability and price.

Click the link to reveal detailed SPN information, sorted by availability and price.

The SPN tile in the Add Part Choices dialog includes detailed information about the part and its availability.

SPN Tile Information

The tiles include various icons, hover the cursor over an icon for detailed information.

1. Tile banner, including locking pin, supplier name, tile sequence dropdown, where the banner color indicates:
   • Green = Best choice
   • Orange = Acceptable
   • Red = Risky
     (solid banner indicates a used solution/supplier, configured in the Supply Chain section of the Properties panel)
2. Supplier part number (links to that part on the Octopart website).
3. Country code for the Supplier location (ISO alpha 2).
4. Source of the part information (hover for details). Color indicates:
   • Light Gray = Default, updated less than one week ago
   • Orange = 1 week < last update < month ago
   • Red = last update > 1 month ago
5. Stock quantity; red if available stock < order quantity.
6. Unit price is red if no price is available. Unit price is shown in the currency configured in the Properties panel.
7. Packaging of supplied parts; hover for details.
8. Available price breaks, with Minimum Order Quantities.

Creating a Manual Solution

Your design may require additional items, such as glue or screws, that will not be sourced from your preferred part suppliers. For items such as these, you can Add new » Custom Item and then create a manual solution for that item.

To create a manual solution, click the  button and select the Create Manual Solution command. The Create Manual Solution dialog will open, where you can manually enter the manufacturer and supplier details for the part. 

Additional SPNs can be added to the same solution, by creating another manual solution and entering the same manufacturer and manufacturer part number, as shown in the image below.

Manual solutions are indicated by the Manual solution string in the MPN region, and also by the icon on each SPN tile.

Editing or Deleting a Manual Solution

To edit or delete an existing manual solution, click the dropdown next to the manufacturer part number in the solution tile, and select the required command.

An existing manual solution can be deleted or edited.

When the Delete command is selected the supplier details are removed (the colored SPN tile disappears), but the manufacturer details remain. To remove the solution completely, first, remove the supplier(s). Once all suppliers have been removed a drop-down will appear just below the Manual Solution text in the Manufacturer details region of the solution. Use the Delete command in this menu to delete the solution completely.

Including an Alternative Part

To ensure the design can be built, most designers choose components that can be replaced by an alternative, if required. In ActiveBOM, this is achieved by adding additional Solutions (as just discussed), and then configuring the BomDoc to use multiple solutions using the Solutions per Item feature, as discussed earlier.

There may also be situations where an identical alternative is not available, but a functionally equivalent part can be used instead. For example, if there is a shortage of 6.3V capacitors, a 10V or a 16V capacitor of the same value could be used for this production run, instead.

Right-click to add an Alternative Item. Note the control on the left that is used to hide/display the alternative item. Hover the cursor over the image to display the BOM generation dialog, configured to include Alternative Items.

To select a functionally equivalent alternative part, right-click on the part then select Operations » Add Alternative Item from the context menu. The Component Search dialog will open, where you can search the connected Workspace for a suitable alternative. Faceted searching is supported, refer to the Searching for a Part section to learn more about performing a faceted search in a dialog that supports it.

Creating Groups of Alternatives

Another situation where it might be necessary to define alternatives is when there are multiple instances of the same part, but you do not want to source all of those parts from the same supplier.

For example, you have a large number of 10K resistors, and a large production run. To ensure supply, you would like to break this down and source the 10K resistors from four different suppliers when the BOM is processed. This can be done by splitting that part into four groups, with each group assigned a different Manufacturer/Supplier using the Rank feature.

Another situation where you might want to split a component into groups is when your design includes a component that requires a specific component from a specific manufacturer, but there are also other components that do not require the same restriction to a specific manufacturer. This can be achieved by creating a group for the special-case component to lock it to its specific manufacturer, then assign the remaining components to the other group.

To split a component into groups, right-click on the part in the BomDoc then select the Operations » Split Item (Add Alternatives Group) command from the context menu. The Edit Alternative Group dialog will open. Name the Alternative Group and enable the checkbox for each component you want in that group. The new group will appear as a separate line Item next to the BOM Item that was split, sharing the same Line #. The Alternative Group Name column will also appear, displaying the user-defined group name.

Line Item 3 has been split into 3 Alternative Groups, and each group has been assigned a different MPN by applying a suitable user-ranking to the preferred Solution.

Replacing a Component

It's not uncommon to identify an issue with a component when the BomDoc is being checked and made ready for ordering the parts. For example, the designer may have forgotten to finalize the selection of a component, or a component has gone EOL and the designer wants to explore the price and availability of potential replacements. Previously the only way to resolve this was to return to the schematic and edit the component, select a suitable part, then refresh the BomDoc.

Alternatively, you can change a component in the BomDoc, and then pushing that change back to the schematic via an Engineering Change Order. Right-click on the selected component(s) and select the Operations » Change <ComponentName> command. The Replace Component dialog will open, where the replacement component can be searched for.

When the Replace Component OK button is clicked the Engineering Change Order dialog will open, detailing the changes needed to synchronize the schematic with the BomDoc.

Working with Variants

ActiveBOM supports PCB projects that include Design Variants. The Design Variants feature allows a single base PCB design to be created, which is then populated (loaded) in different ways. Each different loading of the assembled board is called a design variant.

Working with Design Variants:

• Design variants are configured in the Variant Management dialog (Project » Variants).
• To examine a variant, double-click on its name in the project's Variants folder in the Projects panel, as shown in the image below.

ActiveBOM supports variants in the following ways:

• Display the BOM for a specific variant in Base view mode or Flat view mode
• Option to include the Not Fitted items in the BOM Items list
• Display a consolidated list of all parts used in all variants, in Consolidated view mode
• Define manual solutions for both base components and varied components

Variants in Base View Mode

For the selected variant, enable the Show Not Fitted option in the Properties panel to include these parts in the BOM Items grid. When this option is enabled, the Fitted column is automatically displayed in the Item Details.

In Base view mode the Fitted column will display either Fitted or Not Fitted. If a part is varied (an alternate part was chosen in this variant), the details of the alternate part are automatically displayed for that BOM Item.

Note that the current variant is displayed in the ActiveBOM status line.

Variants in Consolidated View Mode

The Consolidated view mode displays all components used in all variants. The Consolidated view offers the following features:

• If a component is varied, there will be a BOM Item for each alternate component that is used, with each of these BOM Items having the same designator. For example, in the image below, components DS1 and DS2 are each list twice, as the BGA variant uses a different colored LED from the TSOP variant. Component R1 appears three times because both the BGA and TSOP variants use a different resistor than the original in the base design.
• In Consolidated view mode, when the Show Not Fitted option is enabled the Fitted column will display Fitted or Varied. Because the Consolidated view shows all components used in all variants, every component displayed is fitted in either the base or a variant.
• For each variant, there is a <VariantName> - Qty column (indicating how many of this component are used in this variant) and a <VariantName> - Price column, which is the unit price times the value in the quantity column.
• Because some designers create build documentation off the base design as well as the variants, there is also a Quantity column, reflecting the number of instances of this component used in a build of the base design. Hide this column if you do not generate build documentation off the base design.
• The grid in Consolidated view mode uses color to indicate a cell whose value is different from that cell's value in the base design, as shown below.

Color in a cell indicates that the value in this cell is different from the value for that cell in the base design.

To learn more about variants, refer to the Design Variants page.

Working Between the BomDoc, the Schematic and the PCB

There are two features available to help you work between the BomDoc, the schematic and the PCB design: Cross Select and Cross Probe. The behavior of these features is configured in the System - Navigation page of the Preferences dialog.

Both of these features can be used to locate the same component in other documents. The difference between Cross Select and Cross Probe is that Cross Select Mode selects the component in the target document but does not actively present that document, whereas Cross Probe actively presents the target document, and can also switch and make the target document's editor the active editor.

You can Cross Select or Cross Probe from the BomDoc to the schematic and PCB, you can not Cross Select or Cross Probe from the schematic or PCB, to the BomDoc.

Cross Select Mode

Cross Select Mode must be enabled in each editor in which you wish to use it. Select the Tools » Cross Select Mode command (Shift+Ctrl+X). When Cross Select Mode is enabled the menu icon will be highlighted with an outline .

Cross Select Mode requires the target document to be open. When you select a component in the BOM Items list of the BomDoc, that component will be selected and centered in the target schematic and PCB documents (if Zooming is enabled in the Cross Select Mode options in the Preferences dialog). Note that the target document will not present as the active document.

If the BomDoc is in Base view mode, then all instances of that part are selected on the schematic and PCB, as shown in the image below.

Use the Cross Select feature to locate and select the component chosen in the BOM Item list, in the schematic and on the PCB.

Cross Probing

Where Cross Select is simply a mode, which when enabled, displays the result each time you click in the BOM Items list, Cross Probe is a deliberate action.

Right-click on a BOM Item and select Cross Probe from the context menu to cross probe to that component on the schematic, the PCB component will also be cross probed to if the board file is open.

A key feature of Cross Probe is the ability to switch to the target document's editor. To Cross Probe and switch editors, hold the Ctrl key as you select the Cross Probe command.

Right-click to access the Cross Probe command, there will be an entry for the designator of each component present in that BOM Item.

Generating a BOM

The BOM can be generated directly from the ActiveBOM editor. Select the Reports » Bill of Materials command to open the Report Manager dialog and generate the BOM.

The Report Manager presents the BOM data as it will be output. From ActiveBOM it is used to configure the output format and select a template.

The Report Manager is the standard BOM output setup dialog, the same dialog that is opened when Bill of Materials is selected from the schematic or PCB editor's Report menu, or when a BOM is configured in an OutputJob.

• The Report Manager shares many features with the ActiveBOM interface, simplifying the process of configuring the BOM.
• If there is an ActiveBOM document (BomDoc) in the project then the layout settings defined in it, are automatically applied in the Report Manager. 
• BOM Sets defined in the ActiveBOM document are available, easily switch from one BOM layout to another.
• Excel-format files can be generated, without requiring Microsoft Excel^® to be installed (select the Microsoft Excel File (*.xls, *.xlsx) option).

To learn more about configuring the Report Manager, refer to the page BOM Configuration in the Report Manager.

Mapping Design Data into the BOM

Design data can be passed from the board design process into an Excel Bill Of Materials, by including Field and Column declarations in the Excel template that is applied to the BOM during creation.

• Fields - Field declarations are used to pass system, document and project parameters into the BOM, such as filenames, quantity, currency, and so on, that need to be displayed once in the BOM. The Field declaration is replaced by the passed value, as shown in the image below.
• Columns - Column declarations are used to pass information that appears in all BOM Items, such as the: designator, description, user-defined parameters, and so on. This can also include line numbers, PCB location data, and custom column data entered into the BomDoc. The Column declaration is replaced by the ColumnName string, with each row below being populated by that column value for a BOM item, as shown in the image below.

Design data mapped into an Excel spreadsheet, by defining them in the Excel template.

To learn more, refer to Including Design Data in the Excel BOM.

Comparing the Current BOM with an Earlier Revision

It's not uncommon for components to change between design releases. To ensure that the process has been completed correctly, many designers like to compare the BOM from the current project with the BOM from a previous revision of the project. If the project is a Workspace project and includes an ActiveBOM BOM document (*.BomDoc), this can be done using the BOM Compare feature.

The BOM Compare report displays what has changed between the current design, and the selected previously released revision. The report can be configured and generated in the following ways:

• From an ActiveBOM BomDoc, click Reports » BOM Compare to open the Bom Compare version of the Report Manager dialog. Configure the report as needed then click Export.
• From the schematic editor, click Reports » BOM Compare to open the Bom Compare version of the Report Manager dialog. Configure the report as needed then click Export.
• From the PCB editor, click Reports » Project Reports » BOM Compare to open the Bom Compare version of the Report Manager dialog. Configure the report as needed then click Export.
• From an outjob, right-click on [Add New Report Output] under the Report Outputs entry then choose BOM Compare. To configure the report, right-click on the newly-added BOM Compare entry then choose Configure to open the Bom Compare version of the Report Manager dialog. Configure the report as needed then click Export. You also can select the desired output container then generate the report.

A BOM Compare can be performed from a number of places, including an OutputJob.

BOM Compare detects differences (delta) between the component items in the current design against the chosen released revision, creating a report listing only the component items that are different. It compares all parameters, excluding only dynamic parameters such as price and stock levels.

You can configure the columns that are visible in the BOM Compare report in the Report Manager.

The BOM comparison opens in the Report Manager, configure the columns as required.

The default columns displayed in the Report Manager dialog include:

• CompareState
• Line number
• Name
• Description
• Designator
• Manufacturer Part Number 1
• Qty

Learn more about the options and controls in the BOM Compare version of the Report Manager dialog (shown above).

An example of a BOM Comparison report with an Excel template applied.

Learn more about configuring an Excel template for BOM or BOM Compare data.