BOM Management Educational Webinar #7 is about BOM on Drawings - a topic that ALWAYS raises many questions, opinions, and debates

1. BOMs on Drawings
Still Relevant or Old School
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday October 16, 2019
© OpenBOM, 2018 (Newman Cloud Inc.)

2. This webinar is NOT a deep dive into ERP or BOM
theory. I will suggest a path forward at the end as an
option for you to further investigate.
This is a “Marketing Free” event!
This webinar is 30 minute or less thoughtful discussion about
the age old practice of putting BOMs on drawings. Is it still
relevant or is there a better way?
© OpenBOM, 2018 (Newman Cloud Inc.)

3. Definitions: (typical)
A Part Number is an unambiguous identifier of a particular part design. Its
purpose is to simplify reference to that part.
A Revision is a change which typically requires a new drawing.
A Drawing is a 2 dimension wireframe representation of some 3D part(s). Usually
following some standard and include dimensions and other manufacturing
information.
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.
© OpenBOM, 2018 (Newman Cloud Inc.)

4. Classic assembly
drawing with BOM.
Parts have “Revision”
Drawing has “Revision”
Likely a PDF
In this example, our
company is NOT
following Form, Fit and
Function (F3) because
they have part “Revision”
in the BOM.
Check out Webinar #6 for
more details on F3.
© OpenBOM, 2018 (Newman Cloud Inc.)

5. Pros of BOM on Drawing:
- Ease of use
- My MFG dept always
gets all the information
- My CAD tool may do
this automatically
- BOM usually matches
the drawing
- BOM is automatically
rev controlled with the
assy drawing
- Single Document
© OpenBOM, 2018 (Newman Cloud Inc.)

6. Cons of BOM on drawing:
- MUST roll rev on DWG
when BOM changes!
- Simple part rev forces
me to update assy
drawing (non-F3)
- Add grease, must roll
assy dwg rev
- Assy dwg rev is costly
- Higher rev parts are
more costly from
suppliers
- No opportunity to input
into other business
systems, BOM on
drawing is dead (PDF)
data.
- BOM is not portable,
eg. must have drawing
to see BOM
- No history of changes
© OpenBOM, 2018 (Newman Cloud Inc.)

7. © OpenBOM, 2019 (Newman Cloud Inc.)
What are the alternatives? (a proposal)
- DON'T PUT BOM ON DRAWING
- Replace the BOM on the drawing with a “Parts List”
- Balloon to the Parts List for part identification
- Create a controlled BOM as a separate entity (still linked to CAD)
- Refer to the BOM by its own Part Number, perhaps as a dash number of the Assy Dwg
- The controlled BOM is the “Bill of Materials”
- Share the BOM with the manufacturing dept or sub-contractor as you would any other design
document or perhaps take advantage of cloud sharing
- Maintain and revision the BOM separate from the Assy Dwg

8. © OpenBOM, 2019 (Newman Cloud Inc.)

9. © OpenBOM, 2019 (Newman Cloud Inc.)
How do I do that?

10. Live demo...
Open the ELM DWG W/O BOM tab and review
Open the OpenBOM tab
Save as Rev A
Export to PDF - can be emailed or printed and added to shop traveler
Share it with the supplier
Add Grease to BOM
Create Rev B
Export to PDF with changes
No changes needed to the Drawing
View the History
© OpenBOM, 2018 (Newman Cloud Inc.)

11. © OpenBOM, 2019 (Newman Cloud Inc.)
Closing thoughts BOMs and Drawings
1) If you are currently putting BOMs on drawing consider going to F3, it will reduce the number
of assembly drawing revisions needed
2) Consider making the leap to a seperate managed BOM so you can maintain, share, track
and control individually
3) Uncouple BOM changes from assembly drawing revisions will reduce ECOs and save
money
4) Make your BOMs full citizens…… Revisions, Sharing, History, Where used, Multi-Level,
reuse…… on and on
5) FInally, you can get out of the CAD/BOM/Template mess

12. References
7 Seconds of advice about BOMs on Drawings: https://www.youtube.com/watch?v=CluKGmHb1qc
Forum discussion of BOMs and item numbers on drawings:
https://www.eng-tips.com/viewthread.cfm?qid=352768
A short wiki on Form, Fit and FUnction: https://en.wikipedia.org/wiki/Form,_fit_and_function
OpenBOM Webinar #6 - Form, Fit and Function
https://www.youtube.com/watch?v=uzsWkcD8YqQ&list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3&index=7&t=0s
OpenBOM Youtube Webinar Playlist
https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
© OpenBOM, 2019 (Newman Cloud Inc.)

13. Form, Fit and Function
Form, Fit and Function is the identification and description of characteristics of a part or assembly. The
F3 framework increases design change flexibility by allowing changes to the part with minimal
documentation and design cost as long as the form, fit and function of the product are maintained.
If your company is using F3 you can think about it like this….. “I can have a box of parts, some Rev A,
some Rev B, etc…. When I reach in to get one to use on an assembly, it doesn’t matter which one I grab”
→ All Revisions of a part are completely interchangeable!

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.)