A part record contains information for identification and iteration control, custom attributes, references, file attachments, tasks and other common elements. In addition, the part class offers:

  • Attributes such as unit of measure, unit cost, mass, lead time, etc. that are useful when exporting your product data to computer systems like MRP/ERP.
  • Materials content and end-of-life recycling data
  • Single-level parts list and multi-level bills of materials
  • Approved manufacturers for purchased parts


The Materials list enumerates the chemical substances that are used to make the part. Each line item consists of

  • a substance name or identification
  • the quantity and its unit of measure,
  • a calculated proportion (based on the part mass), and
  • the location or application of hazardous or controlled material.

The constituents of a part, as well as a complete product, can be summed and reported.

Bill of materials (BOM)

A bill of materials ("BOM") is a list of the physical parts required to build a manufactured assembly. (It may also be a list of chemicals in a formula or ingredients in a recipe.) Each row on the BOM is uniquely identified by its find number; the row identifies a physical part with quantity, unit of measure and possibly application notes, process instructions or reference designators.

An indented BOM report shows all of the direct parts, and those parts' lower-level components, that are required to construct an assembly. All items that directly report to the assembly are considered as one level deep; items that directly report to first-level items are two levels deep; and so on. (The top assembly has a depth of zero.) Complex products can have as many as 10 levels, although shallow BOMs are much easier and less expensive to manage, particularly in modern continuous-flow production environments.

Most production processes would fail if child items could be added and removed at any time, without careful review and authorization. Just as an item must be formally released on an implementing change, so too must a child item be formally added on or taken off an item BOM. The vehicle for formalizing these changes is the Markup list of the item's BOM tab. Once you've added or deleted the appropriate child items, releasing the item iteration also implements those markup items. The resulting BOM is shown on the Current list of the item's BOM tab.

Find-item numbers

A find-item number is a child item's "address" on the BOM and provides:

  • A point of reference between iterations (and specifically technical revisions), or between similar parent items.
  • A way to identify items depicted on a drawing without including the actual item number on the drawing, thereby abstracting the item's purpose from its identification.

To show the differences between two consecutive revisions of a parent item, BOM markups refer to a particular find number, and reference that find number in removing one item and adding another. In order to ensure traceability between revisions, find numbers cannot be modified after the parent item's initial revision has been released.


Rather than designing every part that your products use, your organization may purchase parts from one or more approved vendor sources. The source list is sometimes called an Approved Manufacturer List ("AML") or Approved Vendor List ("AVL").

Only a part record can be the source for another part. You can't drop a document record onto the Sources tab.

The rank number indicates the designer's preference of one supplier over another supplier.

Your own organization can be the source for another item. This is useful if you are switching from one numbering system to another, or have discovered multiple inventory numbers for the identical item, or are merging two different companies' identification schemes.


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Help Guide Contents [PDF]