Filter BOM

Hello

I know that this is a recurring question but I'll start again...

We have a customer who imposes a bill of materials on us for assemblies, then another for commercial parts, then yet another for screws...

Is there a solution to filter the BOM under SW-2017?

Any tips are welcome.

Thank you.

A+

I see that you have the MyCad utility, with smartbom you can export the bills of materials in excel and therefore separate the parts of the trade from the screws...

For this you have to have categories assigned to your screws to the parts of the store...

For us all the parts of the trade have a property Category = Industrial Supply, to Screws and then we filter with these elements

Thank you for your answer.

But this is not quite adapted to our needs, the 3 nomenclatures must be placed on the drawing and not in Excel format (a priori).

I can add (customer agreement?)   a specific category in the parts, on the other hand I don't see how to filter in the nomenclature?

A+

Your customer probably has the plan/vendor (or equivalent) columns and may not agree to add properties.
Just by sorting on these 2 columns, it allows you to rough up the work. Sometimes you have to replace a few lines that are at the top of the table to put them with their counterparts.
It's a little tinkering that, admittedly, induces an additional risk of human error.

Should the classifications be in separate tables or simply a grouping?

Thank you for the last answer that I hadn't seen.

Yes, you can't add columns to the displayed nomenclatures, but you can add attributes.

On the other hand, I would like to limit human intervention as much as possible (which is what we are currently doing), arduousness and risk of error.

A+

Hello 

What I'm going to propose is a hack but it should work. In the main assembly, you create files, screws, then commercial parts, etc., then in these folders you will put everything related to them and create assemblies of the parts in the files. This way you will have an ASM for screws and commercial parts for your bills of materials...

1 Like

To sort and segment a bill of materials,

No need for Third-Party Tools to do it, it's quite possible with the basic functions of Solidworks (manage by a column, etc...) but you have to put the info/attribute in the files beforehand

 

There is also the fact of playing with orders in ASMs:

First: Manufactured Parts

second: commercial parts

third: screws (creation of a Screws folder in the ASM tree)

Then when you put a nomenclature, you check the two boxes "follow order/follow cascade order"

And as a result, you can easily segment a nomenclature into three.

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Thank you for the tip, but the customer imposes different nomenclatures on us between each type...

A+

Hello

It seems to me that by creating 3 models of momenclatres in Excel format with for each  one a filter on a different property  (Screws, purchased etc) and by inserting each of these momenclatures in a drawing, we get the desired result.

The only problem is that they cannot coexist with nomenclatures based on models in Sw format.

Kind regards

with my solution of order in the ASM,

in each MEP, a nomenclature containing 3 parts,

that you then just have to Split to get 3 independent ones...

(see screenshot)


capture2.png

Yes the solution is good except that my client does not want the same formatting on the 3 nomenclatures....

Hello

It should also be possible to create configurations with only the elements you want to see in each BOM (1 for assemblies, 1 for commercial parts, 1 for screws, ...) plus 1 complete and then by inserting BOMs, with different models, for each configuration.

And if you want to limit user manipulations, you need to be able to automate all this by macro, to see what are the criteria that can allow you to select the elements to put in which configuration.

Kind regards