BOM Portal 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Out of Date Component Revision Copy Link Copied

A BOM line entry will be flagged as Out of Date if the linked Workspace component has been updated since the BOM link was established.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A now outdated component revision that is linked to a BOM line entry – by virtue of a referenced Internal Part Number (see below) and/or a matched component Part Choice – will cause a revision Out of Date issue, as seen in the Info pane. To resolve the Out of Date issue, select the BOM line of concern and click the Update Component Revision button () to invoke a component link refresh.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   The Out of Date issue is cleared and the BOM line is now linked to the latest component revision, as indicated in the Info pane.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 Copy Link Copied

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 – the linking parameter itself is the Item ID, for example CMP-001-0002 in the image below. A Managed BOM also might include special Internal Part Number parameters entries for identifying company parts, as required by an organization’s internal PLM or ERP systems for example. In this case an administrator can configure the Workspace to use any available part parameter – such as IPN – as the primary synchronization link. See the Admin-Settings-Components page for more information.

When the Workspace has been configured to use a primary synchronization parameter other than the default Item ID, a Managed BOM can be mapped to use this parameter for BOM Item to Component linking by using the Remap option () to choose the desired parameter column as the Internal Part Number.  Once this is established, the system will link the BOM line items with Workspace components based on that designated Internal Part Number parameter.

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 parameters (as detailed above) – the link then becomes the designated primary key, rather than the MPN to Part Choice relationship (see above image).

Note that the following conditions apply:

• If either the Workspace Component or BOM entry does not have a configured Internal Part Number parameter, or its value is blank, the system establishes the usual MPN to Part Choice linking - based on the Item ID system parameter.

• If the associated Workspace Component and BOM entry have mismatched Internal Part Number 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 Internal Part Number 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 Copy Link Copied

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.