Bill of materials import

This file defines how PDXpert assigns parts to their parent assemblies.

Each row in the import file represents a pending parent assembly and a single pending or released child component. The row also specifies values such as the quantity of child item required by the parent. The same child part may be assigned on more than one row on the parent assembly's BOM list.

This import file is used for creating parent-child relationships only on a pending parent assembly. Do not reference any parent assembly that has a released or canceled iteration.

Refer to the help topic How to report, import & export > Import & update items > Rules for relational imports to learn how to interpret these column definitions.

The External Data Importer tool can generate a CSV template file, which can be used to import your data. Select List: BOM from the dropdown list, click the Export button, and save the file to a convenient location.

Column name Data type Assignment if empty Description
Class string Part Part Must be assigned as Part or remain empty.
Owner Organizations home organization Identifies the organization that is primarily responsible for the parent assembly's specification and which issues the item Number. If not specified, then the home organization is assumed.
Type Part Types default member If not specified, then the parent part is matched against the default Part Types collection member.
Number string row is skipped REQUIRED: Part number. If the value is empty, the row is not imported.
ChildClass string Part Part Must be assigned as Part or remain empty.
ChildOwner Organizations home organization Identifies the organization that is primarily responsible for the child part's specification and which issues the child part Number. If not specified, then the home organization is assumed.
ChildType Part Types default member If not specified, then the child part is matched against the default Part Types collection member.
ChildNumber string row is skipped REQUIRED: Part number. If the value is empty, the row is not imported.
Find integer ≥ 1 last find-item + 1 This value is assigned to the Find row identifier. Values on rows assigned to a single parent cannot be duplicated; that is, a parent assembly cannot have two rows with the same Find number.
Quantity double > 0 1.0 This value is assigned to the row's Quantity value, and represents the number of child parts required to produce a parent.
Unit Units of Measure default member

If this value is empty, then the part's Default unit of measure is applied. If the value is not empty, and the system rule Lock part default unit of measure on BOM is

  • True: the unit must be the part's default UOM.
  • False: the unit must be in the same UOM Category as the part's default UOM.
RefDes string: length ≤ 32000 characters no value assigned This value is assigned to the child part's RefDes ("reference designator") area.
Notes string: length ≤ 32000 characters no value assigned This value is assigned to the Notes area.
Per string Per Assembly Must be assigned as Per Assembly, Per Setup, As Needed or remain empty.

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