Bill of materials import

This file defines how PDXpert adds 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 added to more than one row on the parent assembly's BOM list.

This file is used to add parts to the first pending iteration of an assembly. Do not import parts onto any assembly that has a released or canceled iteration.

For important rules that affect this import, see the Iteration-level relational imports help topic.

If a pending parent item has an existing list, the parent item's entire previous list is deleted and is completely replaced by the new list.

The Batch 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.

If you want to import a CAD BOM file into an assembly's BOM markup list, see the Import a CAD BOM help topic.

Column name Data type Value if empty Description
Class string Part Part Must be 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 used.
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 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 used.
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 the Find row identifier. A parent assembly cannot have two rows with the same Find number.
Quantity double > 0 1.0 This value is 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 Lock part default unit of measure on BOM system rule 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 This value is used for the child part's RefDes ("reference designator") area, and should follow the rules for reference designators.
Notes string: length ≤ 32000 characters no value This value is the Note area.
Per string Per Assembly Must be Per Assembly, Per Setup, As Needed or remain empty.

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Help Guide Contents [as PDF]