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Blending Design and Business Data into
a Sensible BOM
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday September 18, 2019
© OpenBOM, 2018 (Newman Cloud Inc.)
This webinar is NOT a deep dive into BOM or
database theory.
This is a “No Marketing” environment!
This webinar IS a thoughtful discussion about the
level of BOM detail required to build your product.
© OpenBOM, 2018 (Newman Cloud Inc.)
From Wikipedia:
A Bill of Materials (BOM) is a list of the raw materials,
sub-assemblies, intermediate assemblies, sub-components,
parts, and the quantities of each needed to manufacture a
finished product.
© OpenBOM, 2018 (Newman Cloud Inc.)
© OpenBOM, 2018 (Newman Cloud Inc.)
Value
Maturity and completeness
Parts The “Thoughtful design from webinar #2”
Sufficient to
manufacture
List
Parts list,
literally a list
of parts
Sub Levels and
Structure
Costs, Labor,
shipping, etc
Part
Configurations
Roll ups &
calculations
The Configurable
or 200% BOM
Production
Planning
Manuf
Process
From Webinar #3 - What level of detail is necessary to
produce a BOM which has value to your company?
What information is important to my company?
Part Number
125-239-X
Phase (proto,
superseded)
Bin Location
Quantity on
Hand
Thumbnail Image
Revision
Quantity
Part Cost
Vendor
Status
WIP, Released
Unit of measure
Mass
Material
Supplier
Manufacturer p/nCAD Filename
Link to CAD File
Link to a PDF
Description
DimensionsLength, Width, Height
Machine Center
Link to Drawing
Important DateCommodity
(Sheet Metal, Molded)
Labor rate
Next assembly
Shipping Cost
Packaging Cost
© OpenBOM, 2018 (Newman Cloud Inc.)
Next - Break it down into two BIG categories..
Design Data
Information about the part and usage
Part Number, Name, Material, Part/Assy
Structure, Quantity, Configuration
Typically imported from CAD as properties of the
models or simply keyed in as item information in
the BOM
Business Data
Information about how the part is purchased or
manufactured and sold
Cost, Vendor, Description, Lead Time, Supplier,
Supplier PN, Alternate PN, Bin location,
Machine Center, Commodity Type, Links to
Spec or supplier website,
Typically stored in a database as a master list
(an Item Master or Catalog) and referenced by
the BOM
© OpenBOM, 2018 (Newman Cloud Inc.)
Decide what info I need on my BOM?.. From Webinar #2
© OpenBOM, 2018 (Newman Cloud Inc.)
Globe Skateboards ™ From Webinar #2
Wheel 1
Wheel 2
Wheel 3
Skateboard S100
Screw 1-4
Skateboard
S100
Deck Assy Axle Assy x2
Nut x2
Wheel x2
© OpenBOM, 2018 (Newman Cloud Inc.)
Wheel Board Axle Screw
Axle x1
Screws x8
Tape x2.5
Deck
Deck
Where will each category of data be mastered?
Skateboard S100
© OpenBOM, 2018 (Newman Cloud Inc.)
Design Data / CAD
Part Number, File Name, Part/Assy
Type, Quantity
Business Data / Catalog
Part Number, Description, Cost,
Quantity on Hand, Bin Location,
Image
*Part Number is the index/link and
therefore appears in both sets of data
Part
Number
Quantity Description Cost Extended
Cost
PN10 4 Part1 $10 $40
PN20 5 Part2 $20 $100
L15 .2 Labor $15 $3
Part
Number
Description Cost Bin Location Quantity
On Hand
PN10 Part1 $10 B1 10
PN20 Part2 $20 B2 20
PN30 Part3 $30 B3 30
L15 Labor $15 ---- ---
Part
Number
Quantity Description Cost Extended
Cost
PN10 4 Part1 $10 $40
PN30 5 Part3 $30 $150
L15 .25 Labor $15 $3.75
Ex. BOM2 @S100-TH
Ex. BOM1 @S100
Skateboard Item
Master/Catalog/Inventory
© OpenBOM, 2018 (Newman Cloud Inc.)
Part Number
BOM properties
Catalog properties
Live demo...
With no BOM yet created
Install the OpenBOM addin for Solidworks
Open Solidworks model
Open Settings / Review templates
Create Catalog
Discuss Cost & Description
Add Bin Location property
Add Labor and loctite
Create BOM
Connect the Catalog
Change a Cost in the Catalog
Update BOM
Export BOM as Multi Level
© OpenBOM, 2018 (Newman Cloud Inc.)
In summary...
1. Create OpenBOM Account & install the OpenBOM addin to my CAD
2. Setting-> Templates and choose properties to bring to the Catalog
a. Part Number is mandatory, I could add Material or ??
3. Setting-> Templates and choose properties to bring to the BOM
a. Part Number is mandatory
b. Generally keep this short Part Number alone is enough to get started.
4. Click->Create/Update Catalog
a. Add Cost, Bin Location, other business properties to Catalog
5. Click Create/Update BOM
a. “Parts and Catalog” to assign Catalog
b. Set BOM to Catalog link to “Part Number”
6. Boom! Done.
7. Use Create/Update buttons to capture future CAD changes
More…..
Autodesk PLM blog - What should be included on the Bill of Materials
OpenBOM blog - What is a BOM? https://www.openbom.com/blog/what-is-bom-bill-of-materials
BeyondPLM blog http://beyondplm.com/2016/12/09/plm-multi-level-bom-vs-product-structure-lets-sort/
Arena PLM - Managing multi-level BOMs
Questions??
© OpenBOM, 2018 (Newman Cloud Inc.)
Questions?
Please type into the webinar panel or send to support@openbom.com
More information at www.openbom.com
© OpenBOM, 2018 (Newman Cloud Inc.)

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BOM Management: Blending Design And Business Data Into A Sensible BOM

  • 1. Blending Design and Business Data into a Sensible BOM Steve Hess Director of User Experience, OpenBOM stevehess@openbom.com Wednesday September 18, 2019 © OpenBOM, 2018 (Newman Cloud Inc.)
  • 2. This webinar is NOT a deep dive into BOM or database theory. This is a “No Marketing” environment! This webinar IS a thoughtful discussion about the level of BOM detail required to build your product. © OpenBOM, 2018 (Newman Cloud Inc.)
  • 3. From Wikipedia: A Bill of Materials (BOM) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts, and the quantities of each needed to manufacture a finished product. © OpenBOM, 2018 (Newman Cloud Inc.)
  • 4. © OpenBOM, 2018 (Newman Cloud Inc.) Value Maturity and completeness Parts The “Thoughtful design from webinar #2” Sufficient to manufacture List Parts list, literally a list of parts Sub Levels and Structure Costs, Labor, shipping, etc Part Configurations Roll ups & calculations The Configurable or 200% BOM Production Planning Manuf Process From Webinar #3 - What level of detail is necessary to produce a BOM which has value to your company?
  • 5. What information is important to my company? Part Number 125-239-X Phase (proto, superseded) Bin Location Quantity on Hand Thumbnail Image Revision Quantity Part Cost Vendor Status WIP, Released Unit of measure Mass Material Supplier Manufacturer p/nCAD Filename Link to CAD File Link to a PDF Description DimensionsLength, Width, Height Machine Center Link to Drawing Important DateCommodity (Sheet Metal, Molded) Labor rate Next assembly Shipping Cost Packaging Cost © OpenBOM, 2018 (Newman Cloud Inc.)
  • 6. Next - Break it down into two BIG categories.. Design Data Information about the part and usage Part Number, Name, Material, Part/Assy Structure, Quantity, Configuration Typically imported from CAD as properties of the models or simply keyed in as item information in the BOM Business Data Information about how the part is purchased or manufactured and sold Cost, Vendor, Description, Lead Time, Supplier, Supplier PN, Alternate PN, Bin location, Machine Center, Commodity Type, Links to Spec or supplier website, Typically stored in a database as a master list (an Item Master or Catalog) and referenced by the BOM © OpenBOM, 2018 (Newman Cloud Inc.)
  • 7. Decide what info I need on my BOM?.. From Webinar #2 © OpenBOM, 2018 (Newman Cloud Inc.)
  • 8. Globe Skateboards ™ From Webinar #2 Wheel 1 Wheel 2 Wheel 3 Skateboard S100 Screw 1-4 Skateboard S100 Deck Assy Axle Assy x2 Nut x2 Wheel x2 © OpenBOM, 2018 (Newman Cloud Inc.) Wheel Board Axle Screw Axle x1 Screws x8 Tape x2.5 Deck Deck
  • 9. Where will each category of data be mastered? Skateboard S100 © OpenBOM, 2018 (Newman Cloud Inc.) Design Data / CAD Part Number, File Name, Part/Assy Type, Quantity Business Data / Catalog Part Number, Description, Cost, Quantity on Hand, Bin Location, Image *Part Number is the index/link and therefore appears in both sets of data
  • 10. Part Number Quantity Description Cost Extended Cost PN10 4 Part1 $10 $40 PN20 5 Part2 $20 $100 L15 .2 Labor $15 $3 Part Number Description Cost Bin Location Quantity On Hand PN10 Part1 $10 B1 10 PN20 Part2 $20 B2 20 PN30 Part3 $30 B3 30 L15 Labor $15 ---- --- Part Number Quantity Description Cost Extended Cost PN10 4 Part1 $10 $40 PN30 5 Part3 $30 $150 L15 .25 Labor $15 $3.75 Ex. BOM2 @S100-TH Ex. BOM1 @S100 Skateboard Item Master/Catalog/Inventory © OpenBOM, 2018 (Newman Cloud Inc.) Part Number BOM properties Catalog properties
  • 11. Live demo... With no BOM yet created Install the OpenBOM addin for Solidworks Open Solidworks model Open Settings / Review templates Create Catalog Discuss Cost & Description Add Bin Location property Add Labor and loctite Create BOM Connect the Catalog Change a Cost in the Catalog Update BOM Export BOM as Multi Level © OpenBOM, 2018 (Newman Cloud Inc.)
  • 12. In summary... 1. Create OpenBOM Account & install the OpenBOM addin to my CAD 2. Setting-> Templates and choose properties to bring to the Catalog a. Part Number is mandatory, I could add Material or ?? 3. Setting-> Templates and choose properties to bring to the BOM a. Part Number is mandatory b. Generally keep this short Part Number alone is enough to get started. 4. Click->Create/Update Catalog a. Add Cost, Bin Location, other business properties to Catalog 5. Click Create/Update BOM a. “Parts and Catalog” to assign Catalog b. Set BOM to Catalog link to “Part Number” 6. Boom! Done. 7. Use Create/Update buttons to capture future CAD changes
  • 13. More….. Autodesk PLM blog - What should be included on the Bill of Materials OpenBOM blog - What is a BOM? https://www.openbom.com/blog/what-is-bom-bill-of-materials BeyondPLM blog http://beyondplm.com/2016/12/09/plm-multi-level-bom-vs-product-structure-lets-sort/ Arena PLM - Managing multi-level BOMs Questions?? © OpenBOM, 2018 (Newman Cloud Inc.)
  • 14. Questions? Please type into the webinar panel or send to support@openbom.com More information at www.openbom.com © OpenBOM, 2018 (Newman Cloud Inc.)