Management of purchased assemblies can be a mess if you do it using Excels. Sometimes you need to have parts of motor assembly in and after you decided to buy it from somebody else, you don’t want them in the bill. In this slide deck, Steve Hess, director of the user experience of OpenBOM speaks about techniques on how to manage purchased parts in the Bill of Materials. OpenBOM features combined with out of the box CAD plug-in functions can eliminate the pain forever.

1. Purchased Assemblies
BOM Techniques
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday January 15th, 2020
© OpenBOM, 2019 (Newman Cloud Inc.)

2. This webinar is NOT a deep dive BOM or
Manufacturing theory.
This is a “Marketing Free” event!
This webinar is 20 minute or less discussion and presentation
about purchased assemblies. What are they and techniques
for use in Bills of Materials.
We will do a live demo….. With Q&A
© OpenBOM, 2019 (Newman Cloud Inc.)

3. Definitions: (typical)
A Bill of Materials is a list of the raw materials, sub-assemblies, intermediate assemblies,
sub-components, parts, and the quantities of each needed to manufacture an end product.
A Catalog is a list of parts used by your company to make your products. Often called an INventory or an
Item Master, its a list of parts and sub-assemblies needed to put your final product together.
A Part Number is an unambiguous identifier of a particular part design. Its purpose is to simplify reference
to that part.
An Assembly refers to a collection of parts or sub-assemblies generally created in CAD.
A Purchased Assembly is an assembly which is purchased in its complete and fully assembled state.
Usually under a single part number. Pumps, Motor, Actuators, PCB boards, etc
© OpenBOM, 2018 (Newman Cloud Inc.)

4. © OpenBOM, 2019 (Newman Cloud Inc.)
What we will cover in this webinar?
Managing Purchased assembly
1) Authored in CAD
2) Manually created in BOM tool

5. © OpenBOM, 2019 (Newman Cloud Inc.)
What we will cover in this webinar?
Managing Purchased assembly
1) Authored in CAD
2) Manually created in BOM tool
(I'll cover in a coming webinar)

6. © OpenBOM, 2019 (Newman Cloud Inc.)
Examples of purchased assemblies

7. © OpenBOM, 2019 (Newman Cloud Inc.)
What are some of the reasons you may want to
use a purchased assembly?
1. You want to model the assembly components to calculate weight, size, function, etc, but are
buying the item assembled.
2. For the first 10 serial numbers of your product you manufactured the door assembly in-house
so you needed all the bits to appear in the BOM and PO - so you could buy and build it. Now
going into HVM you will be buying the assembly from a supplier/contractor complete as a
single part number.
3. You have a manufacturing partner who designed the assembly and you simply want to include
it in your CAD and BOM. The partner sends you the CAD files.
4. I am sure there are others…...

8. © OpenBOM, 2019 (Newman Cloud Inc.)
Use case: You model the assembly components to calculate weight, size, function, etc, but
are buying some items assembled. Here a bearing is modeled for true size and shape, but
desire to purchase as a line item.

9. © OpenBOM, 2019 (Newman Cloud Inc.)
Problem - Creating a BOM will include all the sub-components of the bearing (races,
rollers, seals, etc). We want the yellow line below, we will get all the sub-components too.

10. © OpenBOM, 2019 (Newman Cloud Inc.)
Technique - Tell the BOM tool to treat the Bearing from CAD as a single item with no
sub-components. Use the CAD tool setting to identify the bearing as having no
sub-components?

11. © OpenBOM, 2019 (Newman Cloud Inc.)
Result - Now your BOM tool will ignore the components below the bearing. And you will
see a single line item in the BOM for the Assembly.

12. Live demo…
● Open brake system in CAD
● Create a BOM without anything marked as purchased assembly
● Return to CAD
● Identify Large Bearing as purchased assembly using “Config Hide” option
● Set to Hide
● Update BOM
● Return to CAD
●
© OpenBOM, 2019 (Newman Cloud Inc.)

13. © OpenBOM, 2019 (Newman Cloud Inc.)
Closing thoughts and references?
● Watch Webinars #2 and #13, #14 - essentials to an effective BOM
● View this video on purchased assemblies - https://www.youtube.com/watch?v=LanJKpCKyvE
● Add a property to your BOM structure to identify “Source” as build or buy
● Use Source to filter your BOM for various conditions
● OpenBOM blog http://www.openbom.com/blog
● Five steps to good BOM practices -
https://www.manufacturing.net/operations/article/13228742/five-steps-to-ensure-good-bom-management-and-streamlined-product-dev
elopment
● OpenBOM Key Concepts https://www.youtube.com/watch?v=TQqjjM0x70E
● My Webinar Playlist: https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3

14. Questions?
Please type into the webinar panel or send to support@openbom.com
More information at www.openbom.com
© OpenBOM, 2019 (Newman Cloud Inc.)

15. © OpenBOM, 2019 (Newman Cloud Inc.)
Questions:
1. Can I keep the item as an assembly but share with my supplier only that assy?
a. Yes, just open the sub-assy and share that with your supplier