Altium 365 BOM Portal

The Altium 365 BOM Portal application is an advanced tool for creating and managing Bill of Materials item listings for review and procurement purposes. Drawing on Altium's comprehensive manufacturer part and supplier data resources, the application augments imported BOM data with live, detailed parts availability information and qualitatively rated alternative part suggestions. Features are included for resolving issues in the BOM listing, determining your preferred supply chain options, including additional information, specifying the BOM Lifecycle state, and much more.

As an independent BOM analysis tool, the BOM Portal application allows Altium 365 users to perform design reviews and procurement data updates without requiring access to design-side software. The result is a fully ratified and up-to-date BOM document ready to be passed to the manufacturing stage.

See the altium.com BOM Portal page for related access information.

❯ ❮ Javascript ID: Views The BOM Portal features a manufacturer part data view (Main View) and a supplier solution data view (Supply Chain).

Upload BOM or Create BOM from Project

When the BOM Portal application is enabled (see information on the Altium 365 BOM Portal page), BOM documents can be uploaded directly from within the Workspace Projects page using the Upload BOM option in the New drop-down menu. Browse to and select a suitable BOM file, enter/modify its details (and optionally its target storage folder) in the Upload BOM window, and then select to confirm. The interface accepts uploaded BOM listings in common CSV/XLS formats with minimal levels of included component part information such as Designator, Quantity, Manufacturer, and Manufacturer Part Number – manufacturer parts data beyond this basic level are also recognized and included.

Upload a CSV/XML BOM data file into the Workspace as a project entity that is accessed through the BOM Portal.

Along with uploading an agnostic BOM file, BOM project entries can be created from an existing Workspace Project using the Create Managed BOM command. This is available in the Projects page from the main menu when a Project tile is selected, from a project tile’s own menu, or from the upper menu when the project is open in the Web Viewer.

In the Create Managed BOM window that follows, choose the desired design variant source (From Variant), and if required, edit the proposed Managed BOM's project document name (Name) and use the Change option to specify the BOM document's storage location (Parent Folder).

Create a new Managed BOM project entity from an existing design project using the Create Managed BOM command.

Managed BOM documents created from a Workspace project will include bidirectional navigation links with the source project:

• When a BOM created from a Workspace Project is open in the BOM Portal (see the below sections for more information), you can directly open the project from which the BOM was derived by selecting the Source Project option from the menu.

Click the Source Project option to open the project that the BOM was derived from.

• When a Workspace project is selected in the Projects page, any Managed BOMs created from that project will be listed under Child BOMs in the Properties pane. Click on an entry to open that BOM document in the BOM Portal. Two created BOMs are listed in the below example – one created from each project variant.

Direct open 'child' BOM documents that were derived from the selected project.

Update a Project BOM

When a Managed BOM created from a project is opened in the BOM Portal, the system will automatically detect if the source project has been updated – a new revision has been released from Altium Designer. In this situation the notification banner includes options to immediately update the Managed BOM, or perform a source project BOM Comparison to inspect the detailed differences before performing the update.

Select the Compare Changes link to invoke the BOM Comparison between the current (new) and previous source project commit data.

See BOM Comparison in the Design Data Comparisons page for more information.

Select the Update BOM link to update the existing Managed BOM data to the new source project data.

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The notification banner is triggered when the BOM data no longer matches that of the current source project release. Perform a data comparison to see the differences (Compare Changes) or use the Update BOM link to immediately update the Managed BOM to the new data. The following update window provides the option to create a new Managed BOM revision for this update, or when the option is deselected, to simply update the existing revision’s data. The BOM Compare button allows you to invoke a BOM Comparison from this location, as mentioned above. The updated BOM data will reflect the current state of the source project. Note that you can create (save) a BOM Release before and after an update to keep a tight track of BOM data iterations. See BOM Release Management.

Managed BOM Access

An uploaded BOM is added to the Projects listing along with your existing projects, and offers a similar set of management functions via the tile's menu, such as Share, Move, Edit and Delete (move to Trash). Select a BOM entry to view its details in the Properties pane on the right, which includes sections summarizing its metadata, shared status, computed BOM issues (errors/warnings), supply chain overview parameters, and revision IDs of the current BOM releases (click on an entry to open that release).

Click on a BOM entry tile's name or select the Open option from the menu (or upper menu) to open an uploaded BOM in the BOM Portal application. The BOM data is immediately analyzed for validity, its parametric data mapped (if required), the manufacturer part numbers matched to appropriate supplier parts, and any parts suitability issues logged as errors or warnings. See the following sections for detailed information.

Older User Interface Update

The previous interface version of this feature included a BOM Management entry on the Workspace main navigation menu that opened a dedicated list of your uploaded BOM documents – added to by dropping a BOM file onto the list.

If you have engaged with this version of the interface, BOM files you have uploaded are now located in a Managed BOMs folder within the Projects page. Also, the existing projects in your Workspace are now located in a Projects folder on the same page.

Parameter Data Mapping

The BOM Portal interface provides both automated and manual mapping of the incoming BOM parameter item groups into standardized data columns such as Name, Designator, Description, and so on. Other common parameter names such as RefDes, Manufacturer, and Part Number are recognized and pre-mapped accordingly.

The system attempts to automatically map all parameters when the base Manufacturer and Manufacturer Part Number entries (or common variants of those names) are present in the BOM, and will otherwise invoke the manual mapping process. The parameter mapping process is performed through a Map Columns window – work through the mapping by choosing matching data columns (or skip those not present) as shown below.

If the mapping system detects alternative part references embedded in the imported BOM source, these will be incorporated automatically or when the related Alternatives dialog window is confirmed. Collapse/expand alternative parts rows with the ► button – see the last (video) slide below.

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Sourced Manufacturer and Supplier Data

When the imported BOM data has been mapped the system will analyze the component entries and source crucial parts information from Altium's resources, including Octopart and IHS Markit, and other enabled parts data sources. The sourced manufacturer and supplier data is provided in additional columns which are marked with an associated icon. These include manufacturer and procurement suitability information such as:

• manufacturer part lifecycle, standards compliance, and lead time.
• downloadable PDF datasheets provided by IHS Markit and other manufacturer, supplier and parts data sources ( ). Datasheets are also available in the References section of the Info pane Global Data tab view.
• supplier SKU, pricing, and stock levels.

The view's Order List column (on the right) is the resulting procurement information, which is automatically derived by the system based on the component validity data and supplier pricing/availability. Alternative supplier parts can be selected from the drop-down menu associated with each supplier solution entry in the Order List. Information on these part solutions is provided under the Supply Chain tab view, where detailed part supply data is presented for each of the enabled Suppliers – see BOM Settings to enable/disable Suppliers.

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The BOM's Order List column specifies the supplier parts that will be purchased. An entry's drop-down menu allows you to choose a different supplier part solution (where available). Use an entry’s Availability menu option () to inspect a summary of possible Supplier purchasing solutions for the manufacturer part. This includes all available Suppliers rather than just those enabled for your Managed BOM. Select the part’s Order List entry to access a drop-down list of alternative purchasing solutions from the enabled Suppliers. The available ordering options include summaries of key parameters such as stock levels and pricing. Click an entry to select it as the new Supplier purchasing solution. The part’s Order List entry will change to reflect the updated Supplier purchasing solution. In the Supply Chain view, the individual Supplier order entries also will update in response to the changed Order List entry.

Open the Supply Chain view to access live parts supply data for each of the enabled Suppliers, including Packaging, Minimum Order Quantities, pricing and stock levels – entries highlighted in (dark) green correspond to the selections in the main Order List. Alternative part options (if available) can be selected from the supplier part entry's drop-down menu, which usually differ in terms of packaging, order quantity, and consequently price – the lowest price is highlighted in green.

The component supplier numbers included in each active Supplier column also offer solution choices from the supplier.

SiliconExpert Data Integration

If your company has a SiliconExpert^® account and the Altium 365 SiliconExpert Integration feature is available and enabled, then parametric parts data sourced from SiliconExpert will become available to the BOM Portal's documents. The advanced manufacturer parts risk assessment data from SiliconExpert is pulled into your BOM document on demand as parameters that estimate a part's potential obsolescence, standards compliance, sourcing risk, and more.

The SiliconExpert parametric BOM data is included in specific parameter columns indicated by an associated icon, which are also included as markers in the Column Settings drop-down menu. By default, the Managed BOM and its Search results are populated with the Lifecycle, YTEOL and RoHS parameters from SiliconExpert.

SiliconExpert parameters will populate the BOM Portal table if enabled for your company.

More detailed data from SiliconExpert is included in the Info pane:

• Open the Global data tab in the Info pane () to see the available SiliconExpert parameters and information for the currently selected BOM line item.

  • Expand the Parameters section to view all currently available SiliconExpert parts parameters – see Parameters Available from SiliconExpert for more information.

  • Downloadable part compliance reference data provided by SiliconExpert are available from highlighted links for many compliance-related parameters (RoHS, REACH, TSCA, etc).

  • Select the Manufacturer Lifecycle State drop-down list to view the component lifecycle state provided by both SiliconExpert and the Altium Parts Provider. This additional Lifecycle data is also included in all instances of the popup information presented when hovering over the colored part information icon in the BOM list.

  

• Open the Alternates tab in the Info pane to view the recommended alternative part entries for the selected BOM item, grouped as Part Choices (where the BOM entry is linked to a Workspace component) and Suggested Alternates. Each tile entry includes related YTEOL information and a cross component code (where available) sourced from SliiconExpert. See the Info pane section for more details on this view.

  

The Info pane also includes a summary of the most recent Product Change Notice (if available) that applies to the currently selected component item. Such PCN notifications are issued by manufacturers to inform customers of a product, process, or company change that may affect the potential use of that product. You can view the current notice from the Source URL link, and see all notifications available from SiliconExpert in the Product Change Notice Historical Details window opened from the Historical Details link.

The Suggested Alternates from SiliconExpert (as shown in the Info pane – see images above) are available as parts selections when using the Alternates Search Mode. Choose the Get Alternates from SiliconExpert option to populate the search window list with the alternative part suggestions from SiliconExpert.

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To populate the current Managed BOM (as opposed to an individual component entry) with the advanced SiliconExpert parameters data, activate the Enable advanced data from SiliconExpert option in the BOM Settings window – note that this will affect your SiliconExpert quota usage.

Z2Data Integration

If your company has the Altium 365 Z2Data Integration feature available and enabled, then parametric parts data sourced from Z2Data will become available to the BOM Portal's documents. The advanced manufacturer parts risk assessment data from Z2Data is pulled into your BOM document on demand as parameters that estimate a part's potential obsolescence, standards compliance, sourcing risk, and more.

The Z2Data parametric BOM data are available as specific parameters indicated by an associated icon, which are available in the Info pane and when directly accessing a component's Part Choices. Z2Data also can provide alternative part suggestions when sourced in the Alternates Search Mode.

• Open the Global data tab in the Info pane () to see the available Z2Data parameters for the currently selected BOM line item.

  • Expand the Parameters section to view all currently available Z2Data parts parameters – see Parameters Available from Z2Data for more information.

  • Select the Manufacturer Lifecycle State drop-down list to view the component lifecycle state provided by both Z2Data and the Altium Parts Provider.

  

• Open the Alternates tab in the Info pane to view the recommended alternative part entries for the selected BOM item, grouped as Part Choices (where the BOM entry is linked to a Workspace component) and Suggested Alternates. Tile entries include component cross codes sourced from Z2Data. See the Info pane section for more information on this view.

The Suggested Alternates from Z2Data (as shown in the Info pane – see images above) are available as parts selections when using the Alternates Search Mode. Choose the Get Alternates from Z2Data option to populate the search window list with the alternative part suggestions from Z2Data.

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To populate the current Managed BOM (as opposed to an individual component entry) with the advanced Z2Data parameters data, activate the Enable advanced data from Z2Data option in the BOM Settings window – note that this will significantly affect your Z2Data quota usage.

BOM Error Detection and Correction

A primary feature of the BOM application is the automated detection of BOM item issues (BOM Analysis), and the functionality that allows you to correct those problems. A wide range of item issues are detected based on the sourced manufacturer and supplier data, such as invalid part numbers, deprecated or low-stock items, and non-compliant parts. Problems within the BOM item entries are also flagged, such as duplicated designators, mismatched component quantity entries, etc.

BOM line item errors and warnings are summarized by the listing's right-most column icons. Hover over an icon to see a popup summary of the issues – the icon indicates an issue-free BOM entry, as you would expect. BOM issues can be addressed directly in the relevant line item or through the Issues tab view, which provides dedicated links to item lines with detected Errors and Warnings.

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Any issues with an Item line entry are indicated by their associated status icon on the right. Switch to the Issues view to access a dedicated list of color-coded line items with problems that need to be resolved. You can filter the Issue list to a specific Error/Warning type by selecting the issue type from the upper listing. Multiple types can be enabled. Correct the outstanding issue. In this example case, by editing the designator that caused the duplication. Press Enter to confirm the change. The error entry is automatically removed from the Issues list since it has been resolved. Use the Reset Filters option to return to the remaining list of current BOM entry issues.

A BOM line item's manufacturer part number could be incomplete or the part itself may no longer be listed as available, resulting in an Unknown Part Number error. This is resolved by specifying a different, viable part number.

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The Unknown Part Number error entry in the BOM item line, as highlighted in red, may be incomplete or not applicable. Double-click on the Part Number entry to access the replacement options. Note that the pop-up hint information has identified an incomplete part number. Choose a replacement part number by selecting its entry from the Suggestions list. The now resolved error is removed from the Issues view.

Other BOM issues such as non-compliant manufacturer parts require the selection of a suitably qualified replacement part.

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The detected issue in this instance is a part that does not comply with REACH requirements. This needs to be resolved by choosing a different component part that meets the required standards. Double-click on the component's Part Number entry to open a list of part number variations (Suggestions) to choose from as a replacement. The existing part is linked to a library component in this example, so its Part Choices are available for selection. See the Part Choice selection information below. If Part Choices are not available, open the Advanced Parametric Search option to locate a suitable manufacturer part replacement that will also satisfy the compliance requirements. Use the Parametric Search to find a different manufacturer part based on the existing part number, or based on a set of parameters that you specify (see below). In this example, the system also has identified a range of alternative components (19) that can be used (Try Alternate Search Mode). Note that you can access the alternative parts list directly by selecting the Alternates search mode. In the Alternates list you can again choose a replacement component from the library component’s Part Choices. This list will be present only when the existing part is a managed (library) component. The list also will include a range of compliant manufacturer parts to choose from under Suggested Alternates. Note that these include, and are ordered by, a Confidence rating provided by Altium's component data resources – this information also is available in the Infomation pane (). Click the button to confirm your selected replacement part. The resolved issue is removed from the Issues view.

Issue Reporting and Management

The BOM Portal allows you to specify the types of BOM health checks that are detected and how they are reported, and also if a particular issue is overridden in an individual BOM:

• BOM health checks – Use the BOM Checks option in the BOM Settings window to specify if issues are reported as a Fatal Error, Error, Warning, or are ignored (No Report). The global settings that apply to all new BOM documents are available in the BOM Portal Application setup available on the Workspace Admin – Apps page.

• Individual BOM lines – Right click on a BOM item line and select the Disable Checks for This Row option to deactivate BOM health checks for that particular item line. The health icon reverts to No Report and any issues are ignored. Applies to the current BOM only.

• Individual Issues – Select a BOM line Issue in the Info pane and then the Waive issue for this BOM item to disregard (waive) that issue. Waived issues adopt a icon and are collated under the BOM’s Issues tab as ‘WAIVED ISSUES’.
   

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  To Waive (disregard) a specific Issue for a BOM line item, click on its entry… …and then select the pop-up Waive Issue for this BOM item option. The waived issue is no longer regarded as an error/warning for that BOM part, as indicated by its associated icon. Any number of individual issues can be waived. To revert a waived issue, click it again and select Unwaive issue for this BOM item. Although dismissed, waived issues are noted in the Issues tab (and Dashboard tab) view under a Waived heading.

Parametric Search

When selecting a different manufacturer part for a BOM line item, use the system's advanced Parametric Search feature to locate a part with specific parameters, or when none of the system's automated part suggestions or alternatives are suitable. This is available in the Advanced Search feature when the Parametric Search mode is selected.

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Double-click on a component Part Number to access the Advanced Search feature. In this case the component is being updated due to an unknown Manufacturer Lifecycle.   Ensure that the Parametric Search mode and the correct Component Type options are selected, and any preloaded search field entries are removed. Select the desired component parameters from the parameter type lists (Number of Pins, Packaging footprint, etc) – each list will accept multiple selections. The lower pane will populate with a list of ratified component parts that satisfy the search criteria. You can simplify and reduce the size of the search panel by hiding the filter section. Also note that the Properties pane (click the icon to enable) will provide additional information on a component entry selected in the search results list. Each list entry includes the best minimum-order pricing solution available from one of the enabled suppliers, and the part’s total stock levels for all enabled suppliers. Select a suitable replacement part entry and click the button to confirm your choice. Note that a Manufacturer Part entry with an associated icon indicates that a Workspace component is available with this manufacturer part as a Part Choice entry. The BOM line item will be updated with the new part number, which will in turn update the Order List entry and its current Supply Chain procurement data. The line's yellow dot icon indicates that the Manufacturer Part Number (or Description) has been changed since the last Release – click on the icon to view that data change ().

Where a BOM line Manufacturer Part entry is linked to an existing Workspace component (see Components Integration section below), its Part Choices are made available for selection. These are offered as a list of Part Choices when the part number is selected, and also in the Alternates mode of the Advanced Search – where the latter includes confidence ratings along with compliance and supplier information.

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A BOM line entry is linked to a Workspace component where its Manufacturer Part Number matches that of a component's Part Choice - as indicated by the icon in the Info pane To immediately specify a different Part Choice entry for the BOM item, select its part number and choose an alternative part from the Part Choice list in the drop-down menu. Each entry (including Suggestions) includes a summary of the part’s information, with a stock level for the optimum supplier solution. For more information on the Part Choices available, open the Advanced Search option and choose its Alternates mode. The Alternates mode also offers the Workspace component's Part Choice List, but with additional information (including a confidence rating) to help you select a valid and available manufacturer part from the list. Select a suitable Part Choice alternative from the list for the current BOM entry. The selected part entry includes the best minimum-order pricing solution available from one of the enabled suppliers, and the part’s total stock levels for all enabled suppliers. The Manufacturer and Manufacturer Part Number fields in the BOM line will change to the newly selected Part Choice entry, which is also indicated in the part's Info pane entry (). Note that the Alternates tab view in the Info pane also includes the confidence-rated list of Part Choices with the current selection indicated (). See the Information pane section below for details.

Workspace Components Integration

The BOM Portal will automatically create a link between a BOM line item and a Workspace component where the latter has the Manufacturer Part Number as a valid Part Choice entry. In this case the Info pane presents an additional Library Data tab view that shows the Workspace component's information (Parameters, Part Choices, etc). Also included is a Where Used section which lists Workspace projects that include the selected component – click on an entry in the list to open that project in the Web Viewer.

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The Info pane’s Library data tab is enabled where a BOM line entry’s Manufacturer Part Number has been matched to a Workspace component Part Choice entry. The Library data view includes a reference link to that Workspace component and active Where Used project links. Select the library Revision ID link to open the Workspace component in the Component view. In the Component view, under the Part Choices tab, you can access the manufacturer Part Choice entry that has been detected to establish the BOM part's component link. Select Show More for additional detail. The related Part Choice entry also can be seen when the Workspace component is selected in the Components page view. See the Workspace Components page for related information.

Out of Date Component Revision

A BOM line entry will be flagged as Out of Date if the linked Workspace component has been updated since the BOM link was established. This issue is resolved by updating the link to the latest revision of that Workspace component – select the BOM line and use the button to update the revision.

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A now outdated component revision that is linked to a BOM line entry – by virtue of a referenced Internal Part Number and/or a matched component Part Choice – will cause a revision Out of Date issue, as seen in the Info pane. To resolve the Out of Date issue, select the BOM line of concern and click the Update Component Revision button () to invoke a component link refresh. Confirm that the link will be updated to the latest revision of the indicated component item ID.   The Out of Date issue is cleared and the BOM line is now linked to the latest component revision, as indicated in the Info pane.

Internal Part Number Linking

As outlined above, the link between a BOM line item and a suitable Workspace component is established where the BOM item’s Manufacturer Part Number is matched to a Component’s associated Part Choice entry. Where a Managed BOM includes Internal Part Number (IPN) parameter entries, however, the BOM item to Component linking is established by that parameter – providing the Workspace components include a matching IPN parameter.

BOMs that include internal part reference parameters – such as those sourced from a company database or ERP system – are detected and mapped by the BOM Portal where possible. Parameters named 'IPN' are automatically detected, and you will otherwise need to manually map a differently named internal part number parameter. Once this is established, the system will automatically link the BOM line items with Workspace components using the IPN parameters as the primary key.

Where Internal Part Numbers (IPN parameters) are included in a BOM, these become the primary key for linking to a Workspace component.

The BOM Portal will always attempt to link a BOM entry with a Workspace Component based on a match between the BOM line Manufacturer Part Number (MPN) and a Workplace Component Part Choice entry.   This behavior is overruled where a BOM entry and Workspace Component have matching Internal Part Number (IPN) parameters – the IPN link then becomes the primary key, rather than the MPN to Part Choice relationship (see above image).

Note that the following conditions apply:

• The BOM Portal will establish an IPN-based link where possible.

• If either the Workspace Component or BOM entry does not have a IPN parameter, or its value is blank, the system establishes the usual MPN to Part Choice linking.

• If the associated Workspace Component and BOM entry have mismatched IPN values, and another direct match is not found, then a Component to BOM link is not established.

• Where a Workspace Component and BOM item are successfully linked by matched IPN parameters but the BOM entry’s MPN does not match any of the Component’s Part Choices, then a related warning Issue is generated: 'Part Choices for the Managed Component do not include this Part Number'.

Create Component From BOM

Workspace components can be created from a BOM line item, based on the referenced Manufacturer Part Number. This applies to BOM component entries that are not already linked to an existing Workspace component through Part Choices, and in practice, allows you to create Workspace library components for all manufacturer part items in an imported BOM.

To add a new Workspace component based on the selected BOM line item, click the button, edit the new component information in the Create Component window, and then confirm the changes. The resulting Workspace library component is based on data drawn from Altium's component information resources, will be created in a Components/BOM/<Component Type> folder, and listed on the Components page under its assigned Type category.

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Use the button option to create and add a new component to the Workspace from the manufacturer part reference in the selected BOM line item. Note that the BOM component part is not currently associated with an existing Workspace library component. The Create Component window adopts the BOM entry's Part Number parameter data as the new component Name, includes base parameters, and adds the manufacturer part as a Part Choices entry. Edit the Name to distinguish the new component from the Part Choice (and Part Number), and select an appropriate component type from the Type drop-down menu options. You also can update the Description, add/remove component Parameters, and manage the Part Choices (add/remove, etc). Click to confirm the changes and create the new component. The newly created component is automatically linked to the BOM line item. Use the Revision ID reference link in the Info pane (or the Revision column, if enabled) to open the component for viewing in the Component view. Dedicated to viewing an individual component, the Component view summarizes the information and parameter data associated with the current (new) part. Use the view's sub-tabs to access further related information.

Configuration and Options

The BOM Portal interface provides options and features that allow you to set up the system to match your specific needs. These include configuring the sourced supplier data to your company's requirements, and working with the BOM listing in a manner that suits your processes.

BOM Settings

The BOM Settings window, opened from the BOM Settings option in the main menu, allows you to configure which parts Suppliers and Library Component parameters are enabled for the current Managed BOM, and also specify the target production run, the currency and global region used for cost estimates, and proposed BOM completion date.

Order List

Select the Order List tab in BOM Settings window to enable/disable parts Suppliers, whose availability is determined by the Part Source settings in the Workspace Admin – Part Providers page. The BOM Settings window is also available from the Favorite Suppliers link in the Supply Chain view.

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Optimize the purchasing solutions achieved for your BOM parts list by changing the supplier options in the BOM Settings window.   Enable/disable Supplier data sources that will be used for purchasing solutions based on parts suitability and pricing – the default selections are those checked in the BOM Portal App configuration. Deselect the Manage Order List option to exclude Supply Chain purchasing solutions from the BOM line items. When selecting suppliers in the list, note their estimated compatibility (%) with BOM items shown in the BOM Coverage column. Also note that Suppliers not enabled in the Altium Parts Provider are not included in this list. The presented Supply Chain parts solutions (highlighted in green) will automatically change in response to updated Supplier preferences. The parts solutions derived from the available Supplier data will take into account your production run (Production Quantity), since the number of parts to be purchased will directly impact pricing. A changed production quantity (number of board assemblies) will invoke a different set of purchase solutions due to the effect of MOQ (Minimum Order Quantities) and price-break points. After specifying a larger production run the updated part solutions represent a much lower cost, as also reflected in the main pricing summary present above the BOM item list (see Price per Board).

Custom Pricing

If your company has a special account pricing arrangement with a supplier, the BOM Portal can accommodate this through the Configure Custom Prices for a Supplier option in the BOM Settings window (access requires administrator privileges). When configured, the supplier’s pricing data used in a Managed BOM will reflect the pricing arrangement associated with your company’s supplier account.

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Select the Configure Custom Prices for a Supplier option to register a supplier account with the BOM Portal. Note that the supplier must be enabled in both the Workspace Altium Parts Provider and the BOM Settings to make the supplier’s data available to your Managed BOMs The Custom Supplier Configuration is set up in the Workspace Admin - Part Providers area since it is part of the existing Altium Parts Provider entry. Select a supplier from the Supplier drop-down menu and enter your account credentials (ID, key or password as required). Test the supplier account connection (), and assuming success, confirm the setup (). The custom prices for that supplier will then appear in your Managed BOMs when parts from the supplier are used.

BOM Checks

Select the BOM Checks tab in BOM Settings window to view and customize how BOM line Issues are reported in the current document. Each type of BOM validity check can be changed to report at any of the available levels – including the option to ignore a check (No Report). An updated reporting level and its associated icon will then show in the BOM document when the matching issue is encountered.

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Issues with Managed BOM line items are flagged in the right-most column by icons that correspond to a Warning, Error, or Fatal Error. Hover over an icon to view its status meaning. The current issues can be selectively viewed under the Issues tab for confirmation or correction. See BOM Error Detection and Correction for information on this view. The reported level of each issue type is viewed and customized through the BOM Settings option, which opens the BOM Settings window. Access the BOM check reporting settings under the BOM Checks tab. In the example shown here, the Duplicate Designator and Out of Date issues are currently reported as an Error. Use the Report Level drop-down options to change the type of reported issue as required. Note that the default setting is indicated, and the No Report option will cause the issue to be ignored. After confirmation with the button, the updated report levels will apply to all Managed BOMs. You can use the Reset to Default option to restore all checks to their default Report Level settings. In this example the changed reporting levels cause the Duplicate Designator problem to be flagged as a Warning and the Out of Date issue to be a Fatal Error.

Library Columns

Select the Library Columns tab in the BOM Settings window to add any of the available Component Library parameters to the Managed BOM as data columns. The BOM Settings window is also available from the Manage Library Columns link in the Column display preferences menu ().

This list is populated with all available parameters in the Component Library and allows the inclusion of specific or custom component parameter data columns as needed in your BOM. Once those Library parameters have been enabled, the visibility of their related BOM columns can be controlled from the Column display preferences menu.

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Open the BOM Settings window from the menu to access the Library Columns parameter list. Select the Library Columns tab and check the component parameters you wish to enable as Managed BOM data columns. Parameters that have valid data in the BOM components are indicated () in the Parameters Present column, which can be ordered by clicking its header arrow. The newly enabled library parameters will be included in the Managed BOM as data columns. If needed, relocate a column by dragging its header to a new position. In the same way as other columns, manage the visibility of added columns from the Column display preferences menu (). Note that a specific icon () is associated with component library parameter columns.

Use the Apply Order List Preset menu in the Supply Chain view to change the criteria that determine which supplier parts will be used for the supplier Order List.

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By default, the supplier Order List is populated by the lowest cost options available from the enabled Suppliers, but within the constraints of part supply factors such as stock levels and minimum order quantities. Note that the list entries can be overridden by manually selecting a different supplier solution. Select one of the enabled Suppliers from the Apply Order List Preset menu to limit the Order List entries to purchasing solutions from that supplier only. The Order List is repopulated accordingly. The From ActiveBOM option, available when the BOM has been created from a Workspace Project, adopts the Supplier parameters specified in the project’s BOM document. The Lowest Price option will update the Order List with the best cost solutions from all enabled Suppliers – this is the default setting. Supplier part options with a lower price but unsuitable stock levels or minumum order quality (MOQ) are disregarded as a purchasing solution.

Packaging

Select the Packaging tab in the BOM Settings window to specify the preferred and allowable component packaging types used in the BOM Portal’s automated Order List. The settings will affect the list’s generated supplier solutions, and can be adjusted to suit company component packaging requirements such as manufacturing processes and storage preferences.

When the packaging type priority option is enabled, the window is populated with a Configure Packaging Priority list of all available types. The list entries can be disabled/enabled and manually reordered to determine their descending priority.

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The Order List’s automated part packaging selections, as shown in the Packaging column, can be varied from the Packaging tab of BOM Settings window. Enable the packaging type option to set the automated packaging selection priority to the order shown in the Configure Packaging Priority list. The BOM listing's Order List type selections, as shown in the Packaging column, are altered to comply with the updated packaging type priority – in this example, the highest is Tape & Reel. The Configure Packaging Priority list can be altered to a new sort order by using the arrow icons to shift the selected type to a new list location. When the window settings are saved (), the rearranged package type list will change the automated type selection priority to comply with the Configure Packaging Priority list. The Packaging column list reflects the updated Order List selections, which aims to satisfy the current package type priority wherever possible (in this case, Cut Tape). Package type entries in the settings Configure Packaging Priority list can be deselected to remove them as a priority. The removed package selections will not be used by the Order List process unless a purchasing solution cannot be found with an enabled packaging type, as is the case for two parts in this example.

Autofill Alternates

The BOM Portal caters for the concept of alternative part options (Alternates) that are associated with a particular BOM line entry. Alternate parts may have been included in an uploaded BOM file or can be specifically added to a BOM entry with the Add Alternate feature. In terms of part options, the BOM Portal also offers Library component Part Choices and Suggested Alternates (drawn from its connected data sources) that can be selected through the manufacturer part search features. Note that Part Choices are available when a BOM entry is linked to a Workspace component.

All of these component part alternatives are brought together for viewing under the Alternates tab in the Info pane as Manually Added, Part Choice List (if available) and Suggested Alternates sections. To automatically populate the BOM document with alternate parts drawn from these resources select the Autofill Alternates option from the main dropdown menu, and then in the Autofill Alternates window, enter the number of alternates you wish to add to each BOM entry and if the additions are restricted to Part Choices only.

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The BOM Portal allows you to add alternate parts to all entries in a single automated step with the Autofill Alternates option. In this example, BOM line 3 already has an alternative component part entry (an Alternate), which may have been manually added or included in an uploaded BOM file. Open the Autofill Alternates window from the main menu () and specify the number of alternate parts to be added to each BOM line entry. Note that the availability of Alternate parts for a BOM line entry can be viewed in the Info pane. If the Add alternates from data providers option is unchecked, the autofill process will provide a pop-up warning (see below) if there are insufficient Part Choice entries available in the BOM – note that Part Choices are present for BOM entries linked to Library components The data providers option is selected in this example. Alternate part lines are added to each BOM entry based on their availability, as can be seen in the Info pane. For this BOM part the Info pane shows only Suggested Alternatives since the part is not linked to a Library component. The priority for Alternate parts inclusion is Part Choices then Suggested Alternates, as shown in this BOM line. The first Part Choice is the BOM entry’s ‘primary’ part number, so the two requested alternate entries are drawn from the remaining Part Choice and a Suggested Alternate. Any Alternate part entries that already exist, such as Manually Added alternates, are included in the number of requested additions – they are not overwritten. Similarly, if the Autofill Alternates process is repeated, say with more requested additions, the existing entries will remain as part of the total number of requested additions.

When choosing to populate Alternate entries with Part Choices only, where the Add alternates from data providers option remains unchecked, the BOM Portal will attempt to add the requested number of entries from the available Part Choices. A warning window is presented if there are insufficient Part Choices available for a particular BOM line part. Note that since one of a component’s Part Choice entries is likely used as the ‘primary’ Manufacturer Part Number (MPN) there is one less available for Alternate part additions.

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The default Autofill Alternates window condition is to automatically populate BOM Alternate entries from available Part Choices. Leave the Add alternates from data providers option unchecked (disabled) for this approach. If a BOM line part has less than the requested number of Part Choices, then the BOM Portal will add those available and present a detailed warning window. In this example, two of the four BOM line parts has insufficient Part Choices. While two Part Choices are shown here in the Info pane, only one is available as an alternative part because the other Part Choice applies to the BOM line’s ‘primary’ manufacturer part (MPN).  This BOM line part can provide the two requested Alternate entries because a total of four Parts Choice entries are available as valid alternatives.

Autofill Extra Quantity

The BOM Portal’s Autofill Extra Quantity feature provides a convenient, automated way to optimize component purchasing numbers based on production considerations such as SMT machine setup wastage, typical assembly attrition, and additional parts stock requirements. Additional BOM quantities are automatically calculated as a percentage of the required production quantity or as a specific number increase. The extra quantities can be applied to passive devices (resistors, capacitors, etc) by case/package style, or to other specific part categories based on their Component Type.

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Choose the Autofill Extra Quantity option from the upper menu to configure the automatic application of extra part quantities for passive or other component types.  Note that the Extra Qty and Total Qty BOM columns are enabled in this example. Select the Add the first one option to begin the setup. For adding extra passive parts, choose a specific component package type from the Case/Package drop-down menu options () and then enter the desired increase figure (Extra Qty) as a number of pieces or as a percentage of the total quantity (Units). Use the  icon to add more. Multiple extra quantity rules can be added by selecting more package types from the Case/Package menu and specifying a number (pcs) or percentage (%) increase. Select the Add the first one option in the Others section to set up extra parts for other Component Types. For adding extra parts for component types other than those classed as Passive Parts, select a general component type from the Component Types drop down menu () and then enter the desired increase figure (Extra Qty) as a number of pieces or as a percentage of the total quantity (Units). The extra parts quantities are added to the BOM’s Extra Qty column based on either the passive component package style or a specified Component Type. In this example, 20% is added to 0402 packaged parts (lines 1, 2 ,7), 5 pieces to 0603 packaged parts (line 6), and 10 pieces to the Optoelectronics component type (line 4).

List View Features

Additional options are provided for working with the BOM listing and its included line items:

• Search: Locate and highlight BOM data text that matches the entered search string (case insensitive).

• Column Preferences: Enable/disable the display of parameter columns. Drag and drop entries to re-order the displayed columns – note that a pinned column cannot be moved in the order.

• Information (Info) pane: View full details of the currently selected BOM or advanced search Item based on three tabbed views.

  • Library data tab – available when the part is linked to a Workspace Library component. Shows the component's information such as the library ID Reference, parameters, Part Choices and Where Used information.

  • Global data tab – includes a summary of the part information and stock/pricing, its parameters, and downloadable datasheets (References).

  • Alternates tab – a confidence-rated list of all available part alternatives for the selected BOM line. If the currently selected BOM line is an alternative part (not the main 'primary' component) the tab name is Alternates for Primary. The tab's included data tiles are grouped as:

    • • Manually Added alternates - existing alternates specifically added using the Add Alternates option, or those sourced from an imported BOM (indicated in the pane by Alternate tags). Will not be listed under this category if the entry is present in the Suggested Alternates or Part Choices listings.

    • • Part Choices - available when a Library component (including its Part Choices list) is associated with the BOM line. The Part Choice that is applied to the BOM line (as Manufacturer and Manufacturer Part Number entries) is indicated in the pane by a Primary tag.

    • • Suggested Alternates - alternative parts listing provided by the Workspace's parts data resources (IHS Markit, SiliconExpert, etc)

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The Info pane provides full details on a component item selected in the BOM list or within the Parametric Search results.

The Info pane also offers a parametric comparison mode that is invoked when two search results entries are selected – use Crtl+Click to choose the additional entry. Parameter differences between the parts are highlighted in red, with data in common and respective Reference information (such as datasheets) shown below.

Select two component search results entries to view their parametric differences in the Info pane.

• Comments: Like other Workspace data viewers, the BOM Portal interface supports document Commenting. BOM comment notes are added to line entries from the Comments and Tasks pane, can be associated with a mentioned user, and assigned to a user as a Task. Open the Comments and Tasks pane and follow the prompts to place a Comment.

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Open or close the Comments and Tasks pane using the icon. Select the Place a Comment button to add a comment note to a BOM line. Use the resulting placement cursor () to select a BOM line for commenting. Enter your comment text in the Commenting window along with an optional user mention. Type the @ character to access a list of Workspace members and groups to choose from for mention references. Check the Assign a task option to create a Task (job request) for the mentioned user or a different user selected from the associated dropdown list. Click the Post button to confirm the Comment placement, and if assigned, the creation of an associated Task. The Comment entry is added to the Comments and Tasks pane. The Commenting window, which can be opened at any time, allows users to add subsequent comments, mentions and assignments, or progress the Task status. BOM lines with added Comments are marked with an icon at the beginning of the line. You can select a comment’s Task reference to cross-probe to this entry in the Workspace Tasks view. The Tasks view interface provides details of the current Task, and allows you to progress its Status, change the Priority, assign it to another user, and add further comments or references.

See Web Viewer Commenting for more information on working with Comments.

See Working With Tasks for more information on Comment-related Tasks.

• Download: Save the complete BOM listing with or without a BOM Template, or save a sub-set of the listing based on a specific Supplier in your purchasing Order List. Files are saved to the browser's default location in CSV format (*.csv), or when a Template is selected, in Excel (*.xlsx) format.

These files are the work-in-progress BOM listings, whereas the BOM can be formally released as a new revision through the BOM Portal's Releases feature and then downloaded from there.

• Octocart: Opens the Buy with Octocart pane, which applies the current BOM Order List to generate virtual shopping carts for the individual parts suppliers. The supplier purchasing entries harness Octopart’s component data resources to automatically load the supplier’s web-based shopping cart when the (or ) button is selected.

• Full Screen: Display the interface UI using the browser full-screen mode.

List Structure Features

The BOM item grid itself can be manipulated using the additional options available at the upper-left of the listing:

• Add Row: Add another line item row to the end of the BOM listing, which allows you to manually include another BOM part item entry. Enter (or search for and select) a new part reference in the Manufacturer Part Number cell, and then populate the Count and Designator cells to complete the process. When updating a cell value, press Enter to confirm the change.

• Add Column: Add a parameter data column into the existing BOM list, which allows predetermined types of data to be included with each line item (). Use the Column Preferences option to change its order position.

• Delete Row: Completely remove the currently selected line item row.

• Delete Column: Completely remove a column. Column deletion is available when its header is selected, and only for a dataset that is not mapped as a BOM parameter -- such as a column you have manually added, for example.

• Hide Column: Remove a parameter column from the displayed BOM list – available when a column header is selected. Equivalent to disabling a column entry in the Column Preferences menu.

• Rename Column: Change the Title of a column in the Update Column window – available when a column header is selected.

• Update Component Revision: Refresh a BOM data entry to update a Workspace component part reference that is flagged as Out of Date.

• Unlink From Component: Disconnect the link between the selected BOM line manufacturer part and a Workspace component that has a matching Part Choice entry – available when a BOM to Workspace library link has been established.

• Add Alternate: Adds a blank item row below the currently selected row. Enter a suitable Manufacturer Part Number to complete the alternative component item entry. Note that you automatically add a specified number of ratified alternates to a BOM document using the Autofill Alternates feature.

• Create Library Component: Creates a component entry based on parameters from the currently selected BOM item line. Once the process is confirmed in the Create Library Component window, the new Workspace library component is created and also linked to the current BOM line entry. Available when the BOM component complies with the requirements but is not yet linked to a Workspace component.

A number of the above options are also available from the right-click context menu, which includes the following additional options:

• Copy and Paste: Standard copy/paste operations that act on the currently selected text/area (including column data when its header is selected).

• Disable/Enable Checks for This Row: Prevent this row’s component part data from being included in the BOM health check process, as reported by the Issue view and related icons (for example; ). A part that has been excluded from the checks will present the ignored icon () and not be included in the Issues listing, regardless of any potential problems.

• Show/Hide Info: Toggle the Information pane view of data that applies to the currently selected row (line item). Equivalent to toggling the pane with the main icon, as detailed above.

• Pin/Unpin Column: Toggle the pinning of a column in the listing view. A pinned column is moved to the left, and will then remain there as the view is horizontally scrolled. GIF

Light Theme View

For users who would prefer to view Workspace BOM listings in a more traditional light color scheme (white background), the Workspace offers a Light Theme option that is enabled when the BOM Portal application is available. To change this setting, select the Light Theme option from the Workspace User menu at the upper right – toggle the option to revert back to the standard view. Note that this feature is not available with the BOM Editor.

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BOM Dashboard

Select the BOM Portal's Dashboard tab to view a chart-based and statistical overview of the current BOM's suitability for production. Presented in a visually orientated form, the information includes chart/bar/bubble report summaries of manufacturer part viability and any supply chain issues. The Dashboard view offers a quick way to assess a BOM's current suitability and if corrections are required.

The BOM Portal's Dashboard view provides a rich set of graphical summaries that relate to the health (suitability) of the BOM for production manufacturing. Hover over the image to see the view when SiliconExpert data is enabled.

The BOM Dashboard is divided into general sections that apply to the state of manufacture part and supplier sources:

• BOM Health – a collected bar graph overview of the BOM components fitness for purpose. A 'healthy' BOM part is regarded as one that is RoHS/REACH standards compliant, has a valid Lifecycle state, has alternative part associations, is currently stocked by the supplier, and has a production lead time of less than two weeks. These factors are graphically represented in the main body of the Dashboard page as summarised below.
• Manufacturability
  • Lifecycle States – The manufacturer Lifecycle states of the BOM parts, and by inference, their suitability for manufacturing the design.
  • Alternatives coverage – The numbers of alternative manufacturer parts available for BOM entries, delineated as none, one, or more than one (2+). These are Alternate BOM lines derived from the BOM upload, or those manually added. With the Global data option selected, the graph represents components with valid Suggested Alternatives (those with a Confidence level of 9 ).

  • Estimated Years To End Of Life (available when SiliconExpert Integration is enabled) – A bubble-style chart summarizing the projected longevity of manufacturer parts used in the Managed BOM, as based on SiliconExpert’s YTEOL parameter data. Each bubble dot in a part category row represents a group of parts with YTEOL values that fall into the range (in Years) indicated by its horizontal position. The size of the dot relates to the number of parts in the group, and its color acts as a coarse acceptability guide – for example, YTEOL values greater than 4 years can be regarded as acceptable.

• Supply Chain
  • BOM Coverage – The percentage of component entries with valid supplier part solutions, and a graphic representation of how those solutions are distributed between the enabled part suppliers.
  • Availability – A graphic representing the number of BOM entries that have valid supplier part solutions (in stock), and therefore available from the enabled suppliers.

  • Factory Lead Time – A bubble chart summarizing the manufacturer production lead times for the BOM entries, delineated by component category type rows. In this format, each bubble dot represents a group of component parts with Factory Lead Times that fall into the range (in Weeks) indicated by its horizontal position. The size of the dot relates to the number of parts in the group, and its color acts as a coarse acceptability guide – a lead time of two weeks or less is regarded as desirable (green dots). This information is derived from the cloud-sourced Factory Lead Time parameter values.

• Compliance
  • RoHS – The proportion of BOM components with cloud-sourced data that specifies compliance with the RoHS standard.
  • REACH – The proportion of BOM components with cloud-sourced data that specifies compliance with the REACH standard.

Interactive List Filters

All graphical elements in the Dashboard view act as selectable BOM list filters. Clicking on a Dashboard arc segment, bar graph or bubble chart dot will filter the associated BOM table entries to those that apply to the selection – for example, selecting a particular supplier arc in the Supply Chain graphic will restrict the BOM list to entries with purchasing solutions from that supplier. Click on the arc/bar/dot again to remove that list filter or deselect its Filter entry associated with the list, or click Reset Filters to move all applied filters.

The interactive filtering applies to all Manufacturability, Supply Chain and Compliance sub-elements, which provides a quick and simple method for viewing specific BOM line items based on their status data. The upper BOM Health area includes summary information, such as selectable Risk filters that tailor the BOM listing to a collated view of all manufacturer, procurement, or compliance issues.

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BOM Release Management

To manage the progression of BOM changes and updates, the system provides a set of features to move a BOM through lifecycle states and formalized releases. You can release the working BOM at any time from the menu's Release BOM option.

The Release BOM window includes the pending (incremented) revision number, a notes field for adding release information, and the option of applying a BOM Template to the Release from the Templates drop-down menu. When a template has been included in the release, its downloaded version will be in Excel format (*.xlsx) with the template formatting applied () – the download is otherwise in plain CSV format.

Select the Releases tab view to access a tiled list of the current BOM Release entries.

Each Release tile includes the following command options:

• ​ – Open the Release for read-only viewing in a new browser tab.

• Download – Save the Release to the default browser location.

• Change Lifecycle State – Progress or revert the Release's Lifecycle state through Draft, Approved, and Obsolete stages. These Lifecycle states are defined by the Generic Lifecycle definition, which is applied to the Managed BOM content type by default – see Lifecycle definition's Content Types.

• Revert to This Release – Change the current working BOM data to the content in this Release.

• Compare to – Perform a data comparison between the currently selected Release and another specified Release. See BOM Compare below.

Releases that have an Obsolete Lifecycle state are hidden by default. Toggle the Show Hidden Releases option to display/hide these Releases.

BOM Compare

The BOM Portal features an advanced comparison engine that allows you to quickly compare the essential changes between BOM Releases or different Managed BOM files.

When selected BOM files or releases are compared, BOM parameter data is interpreted into standardized column groups and then compared in a dedicated BOM differences view that opens in a new browser tab. The view is populated with a list of color-coded entries that represent BOM items that have changed between the compared BOM datasets. Along with the comparison view, you also can view the two individual BOM datasets that are being compared.

Comparison Access

The BOM Portal's BOM comparison feature is available from a Managed BOM's Main or Releases view, and allows for data comparisons between BOM relaeases, WIP BOM documents, and specified projects or their releases:

• Compare BOM Releases – Individual Managed BOM Releases are compared from an opened Managed BOM document (Main View) or within the Releases view itself.

  • In the Releases tab view, select the Compare option from a Release tile’s  menu and then choose another listed Release entry, the current WIP version (Latest Version), or a specified BOM data source (BOM Sources, see below) to compare against.

  • In the main BOM view, use the Compare option from the  view’s menu (at the top) to compare a selected Release entry or a specified BOM data source (BOM Sources, see below) to the current BOM version.

  • If the current BOM was generated from a design project, an additional Source Design BOM – latest ver option is available. This represents the source design project’s BOM data in its current (WIP) state, which will be compared to the selected Managed BOM or Release.

• Compare to a specified data source – The BOM Portal’s data comparison feature allows the current Managed BOM or one its Releases (as selected above) to be compared to a specified BOM data source by choosing the BOM Sources option. In the Select BOM Sources to Compare window that follows, you can selected a sepcific data source from types as shown below:

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Managed BOM – data from an existing WIP BOM document (as was uploaded, or generated from a design project). Managed BOM Release – data from a particular BOM Release snapshot. Design Project – BOM data derived directly from a design project’s source files. Design Project Release – BOM data extracted from a design project’s formalized Release files.

Comparison Result

Related information: Design Data BOM Comparisons

The BOM comparison engine detects differences between the two BOM datasets using normalized parameter categories. If your source BOM contains mapped parameters such as RefDes and MPN, for example, these will be shown as Designator and Manufacturer Part Number respectively.

The BOM Compare view is populated with a list of color-coded entries that represent BOM line elements that have changed between the specified BOM datasets. Along with the Compare tab at the top of the list are source tabs that open each of the BOM datasets used for the comparison. You can directly navigate to these source files using the active links at the top left of the page.

Comparison results for two BOM Release entries, and comparison results for two Managed BOM files.

Other BOM Compare view features include:

• Pop-up differences summary information when hovering over the status icon at the right of a BOM line ( ).
• Pop-up information on who created a source dataset (and when) as you hover over a comparison source file reference.
• Selectable difference types (Added, Removed, etc) in the BOM Compare pane under Components.
• Detailed differences information in the BOM Compare pane under Modified Components.
• A text-based search feature for locating specific keywords in the comparison list entries ().
• A downloadable CSV file-based summary of the currently shown BOM differences ().

Use the upper view tabs to select between the source datasets and comparison results, and the list controls in the BOM Compare pane on the left to select/deselect which item change categories are included in the comparison results (Added, Removed, Modified, and Not Modified).

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BOM Sharing

The current working BOM can be shared with Edit or View permissions to other Workspace members, or those outside of your Workspace, through the button.

In the Share Item window, select the Share Item With field to access and select from a list of Workspace members and user Groups. Specify the Can View option if you wish to restrict a user's (or Group's) access to the BOM as read-only. For a user outside of your Workspace, a confirmation window will appear to show how and with whom the sharing will apply – see Sharing Overview for more information. Those outside of your Workpace will have read-only access to the shared BOM through their own Workspace or Personal Space.

Use the Workspace Sharing feature to specify the user members that will have access to a BOM entry, and with what permissions.

See Sharing a Project for detailed information on sharing in an Altium 365 Workspace.

Consolidated BOM

The BOM Portal’s Consolidated BOM mode allows you to create a procurement-orientated BOM document from multiple engineering BOMs, which unifies the parts requirements for delivering a complete product – typically based on multiple PCBs, modules or functional sub-sections. It replaces the need to aggregate multiple BOM lists through spreadsheets or other manual means while calculating parts quantities for favorable supplier price breaks, rationalizing equivalent component choices, and generating Purchase Orders or RFQs (Request For Quote).

With a Consolidated BOM, the parts from all included BOMs are automatically mapped, totaled, combined when identical, and represented in the cumulative order listing. You also can manually increase a part’s order quantity to exploit a supplier price break point, and merge acceptably equivalent parts into one ‘consolidated’ BOM line entry.

The procurement-orientated Consolidated BOM format includes multiple BOM releases with the ability to consolidate equivalent components and manipulate purchase quantities.

Use the Create Consolidated BOM option from the button menu on the Projects page to configure a new Consolidated BOM document in the Create Consolidated BOM dialog window. You can add multiple released BOMs from existing Managed BOMs and/or Design Projects to create the combined Consolidated BOM, and specify production quantities for the included BOMs or the entire Consolidated BOM.

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To create a new Consolidated BOM document choose the Create Consolidated BOM option from the drop-down menu on the Workspace Projects page. In the following Create Consolidated BOM dialog window click the button to begin the process of choosing BOM releases that will be included. Expand the hierarchy of available Design Projects and Managed BOMs in the Select BOM sources to Consolidate window to locate the desired BOM releases. Open the Properties pane () for information on the selected Release – open the Release by clicking on its name. Check the BOM releases to be included and click to confirm. Note that only those Design Projects with at least one Project Release can be selected. Back in the Create Consolidated BOM window you can inspect the list of included BOMs, multiply the number of source BOMs parts (Quantity), edit the proposed Consolidated BOM Name and add an optional Description. Click to complete the process. The resulting Consolidated BOM document is added to the Projects listing, with details included in the Information pane on the right. Click on its name to open immediately.

A Consolidated BOM shares most functions and features available to a Managed BOM in the BOM Portal. Notable examples of this are:

• The ability to add and remove individual BOM entries with the Add Row () and Remove Row () functions – see List Features above.
• Access to a BOM item’s detailed information through the Info pane () – see Information Pane above.
• The ability to add assignable Comments to BOM line items from the Comments and Task pane () – see Comments above.

A Consolidated BOM also has several important feature differences from a Managed BOM to accommodate its procurement-orientated focus:

• Manufacturer Part Number references are not editable because they are specified in the source BOM or Project releases.

• A unique Source BOMs column is included that provides links to the selected part’s source BOM releases and their applicable Designator references.

• A unique Consolidated Parts column is included which references any individual part entries that have been combined into a single BOM line.

• A unique Category column is included that allows component part entries to be organized by Type for equivalent part consolidation purposes.

• The Extra Qty and Total Qty columns are automatically enabled to allow the manipulation of order quantities for favorable purchasing outcomes. Note that these columns also are available in Managed BOMs.

BOM Sources and Parts

The Source BOMs column data in each Consolidated BOM line entry includes references to that component part in one or more of the source BOMs, which can be Managed BOM releases or Project releases. The cell entry provides source part information and a link to the source BOM/Project release itself.

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Hover over a primary BOM source reference to view the part name and its associated Designators. Click on the source BOM name to view that source BOM release in a new browser tab. Select an additional BOM source reference ('and <x> more') to view the part name and its associated Designators. Click on the additional BOM source part information to view the source BOM release in a new browser tab.

Parts Consolidation

While the Consolidated BOM automatically collates identical parts from the source BOMs into a single quantity-adjusted line entry, there are likely to be other equivalent part entries that can be combined – such as the same functional parts from multiple manufacturers. This situation can be addressed with the Consolidated BOM’s Manual Parts Consolidation feature.

The parts consolidation feature and its associated column data allow notionally equivalent component parts entries to be combined into a single BOM line entry with a recalculated Quantity parameter. Invoked from the icon, the parts consolidation process also creates a combined parts information entry in the Consolidated Parts column cell. This process is expedited by the Consolidated BOM’s Category column, which can be set to filter for specific component Types – say Capacitors – and then the parts Parameters column reordered to easily compare like component entries.

❯ ❮ Javascript ID: OBOMconsolidate

The easiest way to locate BOM parts suitable for consolidation is to first filter the BOM list to show a specific part Type by selecting the Filter option () from the Category column header. In the Category filter drop-down list, deselect the All option and then check the desired Component Type (Capacitor, Resistor, etc) to constrain the BOM list to that part category. Parts with similar parameters can be gathered together in the listing by ordering the BOM entries by the Parameters column. Click on the header’s arrow icon ( ) to toggle the order between ascending, descending and ‘no order’ (when the arrow is white rather than blue). To begin consolidating BOM line entries into a single entry select the Manual Consolidation Mode button (), which enables a checklist column at the beginning of each BOM line. Locate and check the BOM lines you would like to consolidate. In this example, the parts offer equivalent parameters but with a different voltage rating. In the upper parts consolidation drop-down menu select the preferred component to become the single consolidated BOM entry – the higher rated part in this example, but it could be decided by other factors such as better pricing, shorter lead time, etc. Click the button to confirm the process and create the new single-line BOM entry. The new BOM line entry is marked as updated (by the leading yellow dot) and an active information entry is added in the Consolidated Parts column. Note that the yellow update dot will not appear when different Part Choices from the same Workspace component have been consolidated. Select the Consolidated Parts cell entry to view a list of parts that have been consolidated into the new BOM line part entry – one other in this example. Click on the part to open its source BOM release in a new browser tab , or use the icon to undo its consolidation (see below). Any number of BOM line entries can be consolidated into a single entry by selecting them in the checklist and choosing the preferred component part for the consolidated entry. The number of parts that have been consolidated is indicated by the Consolidated Parts column entry, which will also list the other parts that have been absorbed by the single line. Click on a listed part to open its source BOM release in a new browser tab, or use the icon to undo its consolidation (see below). Once all possible parts have been consolidated for the selected component Category, you can click the button to exit Consolidated mode, or re-filter the BOM Category list to focus on another part type. Note the Reset Filters option at the top of the BOM listing.

A part that has been consolidated into a single entry can be restored to its individual BOM line using the icon in its host Consolidated Part entry. This effectively extracts that part from consolidation back into its own BOM line entry.

Managing Part Quantities

Both Consolidated BOM and Managed BOM documents include an Extra Qty column that allows you to increase the number of parts that will be ordered. Managing the part order quantity can be used to take advantage of supplier price break points, accommodate expected component wastage, anticipate further production, and other procurement considerations.

Entering a value in the Extra Qty column will proportionally increase the total figure in the Total Qty column (BOM Qty + Extra Qty) and consequently revise the automated Order List and parts Supplier solutions where possible.

❯ ❮ Javascript ID: OBOMquantity2

A BOM line example where 2 component parts are required by the source BOM (BOM Qty) resulting in a supplier order total of 2 parts for the Consolidated BOM (Total Qty). This results in a supplier order of 2 parts (Supplier Order Quantity) priced at the single item rate, and a stated purchasing cost for each component part (Unit Price). The Consolidated BOM’s Extra Qty column allows the total ordering quantity to be adjusted for each BOM line entry to take advantage of supplier offers such as beneficial price break points. For this example, the number of ordered parts is increased by adding 4 additional items in the Extra Qty cell. The Consolidated BOM automatically adjusts the total number of parts (Total Qty) to accommodate the Extra Qty entry, resulting in a order requirement of 8 parts. The system automatically applies a revised, optimal ordering solution (the Order List entry) in response to the increased parts order (Supplier Order Quantity). An ordering price break for 10 items is now used, leading to a substantial Unit Price reuction (around 50%) and 4 unused components (Surplus).

Consolidated BOM Settings

The Consolidated BOM includes additional options in the BOM Settings window that allow you to add further source BOMs and increase the number of individual source BOMs included. In both cases the Consolidated BOM will automatically amalgamate identical component parts and adjust quantities accordingly.

❯ ❮ Javascript ID: OBOMsettings

To add, remove, or alter the quantity of source BOM instances, select the Consolidated BOM tab in the BOM Settings window accessed from the upper menu. Use the icon to remove a BOM source entry. The number of source BOM instances in the Consolidated BOM is changed by editing the entry’s Quantity field. The sum of parts contributed by the source BOM will be multiplied by this Quantity figure. Select the Add BOMs option to locate and add further source BOM to the Consolidated BOM. Locate and select the desired BOM release to add by expanding the hierarchy of available Design Projects and Managed BOMs in the Select BOM sources to Consolidate window. The addition of source BOMa and changed quantities will be reflected in the source BOM listing. Click to confirm the changes. See the BOM Settings section above for more information on the available BOM settings options.