Add, modify or remove BOM parts

A parent assembly is constructed from subassemblies and physical components. These are often known as parent-child (also indented, hierarchical, or structured) relationships.

The BOM identifies those child parts that are required to produce the parent assembly.

Relationships must be a strict hierarchy; lower-level items must never cross-reference higher-level items. A higher item that appears on the BOM of a lower item, which in turn references the higher item, creates a recursion error — an infinite loop — in multi-level reports/exports.

The BOM tab is visible only if the Part Types collection member has Markup will accept parts marked.

You must be working with a pending iteration to modify the BOM tab. While the parent part iteration remains pending, all of your work is managed on the Markup list. After the parent part record is released using an implementing change form (such as an Engineering Change Notice), your child items on the iteration's Current list.

To minimize possible database conflicts, save and close all items that you'll be adding to the Markup list.

  • To add a child item onto a pending iteration of the parent part's Markup list:
    1. Click on the BOM tab and unlock the window.

    2. Scroll the Markup list, if necessary, to expose an empty area.

    3. Using the Item Explorer, locate the part or document that you want to add to the parent part.

    4. Drag the item from the Item Explorer and drop it onto an empty area of the Markup list. The icon in the Add/Remove column is and the child item is assigned a new BOM Find number.

      If you change your mind, you can remove the added item: select the dropped item, and press your keyboard's Delete key or select the context menu Remove Item from List command.

    5. Modify the attributes on the Markup row as appropriate.
  • To modify a previously-released child item is quite similar: Drag an item from the Item Explorer and drop it onto an existing child item, and then edit the duplicate row's data fields. For example, suppose that you want to modify the notes of a child part: you locate the current item, drop it onto the row to be changed, and then modify the inserted part's Notes field. When dropped directly onto a previously-released item (as indicated by a "keep" icon ), the added item is treated as a replacement for the released item. A new row (blue "add on" icon ) is created and the Find number, quantity, units, reference designators and notes are all copied to the added item. The old item (red "take off" icon ) is marked for removal from the parent BOM.

    If you change your mind, you can undo your item replacement: select the dropped item, and press your keyboard's Delete key or select the context menu Remove Item from List command.

  • To remove an existing child item (one that was added and released on a previous iteration of the parent part) from the pending iteration's Markup list: Select the item, and press the keyboard Delete key, or select the context menu Remove Item from List command. The child item isn't actually deleted; instead, the "keep" icon in the Add/Remove column becomes a red "remove" icon , signaling that the item will be removed from the BOM when the parent part is released on a change form.

    If you change your mind, you can restore a child item that's flagged for being taken off the BOM: select Keep Item on List from the context menu.

  • To import a parts list from a CAD file: See the help topic How to work with parts > Import a CAD BOM

  • To adjust the Find numbers:  Each row on the BOM has a Find number that's used to provide a point of comparison as the BOM is revised. When working with the first iteration of an assembly, the Find can be freely edited to arrange the rows as needed. Right-click a row to Insert a Find Number Gap or to Renumber From Selection. Edit the Find number to a new value (which cannot be the same as any other Find number of the list). After the assembly is released, Find number editing on later pending iterations is more restricted.

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