SolidWorks BOM Management

On our old projects, we made a solidworks bill of materials that we exported to excel once finished.

I find that it's very restrictive when you have to make changes, and it's especially a source of errors (quantity, weight, item...)

 

How do you make your bills of materials?

Knowing that I don't put it on the overall plan (it has to be separated), I was thinking of making a drawing (in A4 format) with only the name on it. But it's complicated to manage the cover page, page changes, footer...

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Hello

With a SolidWorks macro, it's no longer restrictive, all you need is a click of a button to export the bill of materials to Excel!

 

See this link:

https://forum.solidworks.com/thread/51526

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Yes but my name includes a particular layout (customer com support)

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I put it on the back page on my own.

 

No worries on that side. We don't have the same way of working...

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@Bart: Ok, but what do you do if your nomenclature is larger than your sheet (in height or width)?

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You can right-click on one of the lines and then split (above or below) and thus send the 2nd part to a 2nd page.

 

I think it follows well when you modify (I only did this in Creo and it worked great)

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I use SMARTBOM from the assembly and I export everything in an Excel file .

Much more practical because it can be configured.

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It is possible to modify the template of the excel file to directly have the layout that the client wants!

You have to modify the "Bomtemp.xls " file by opening it from Windows in Excel (make a copy first).

Paste the layout you want, and add the fields corresponding to the columns!

See Help:

http://help.solidworks.com/2014/french/SolidWorks/sldworks/c_Bill_of_Materials_Templates.htm

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I think you're in good hands! =)

 

 

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We proceed in the same way and it is true that it is restrictive.

In addition, we classify our name by category (machining, sheet metal work, etc.) to manage purchases more easily.

We have a macro so no worries UNLESS we modify the assembly later.

I'm looking at Smartbom at the moment but it seems to be the same problem, if you modify, no follow-up.

If anyone has a solution to have an up-to-date name all the time, I'm all for it!

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@Jose-accessa,

There is a solution, and that is EPDM. But it's big cavalry. The bills of materials are always up to date, and it can be coupled with an ERP.

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What does that mean?

I have EPDM but can it be coupled to Excel directly (basically live changes to the name in excel when assembly modification)?

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EPDM > Excel, I don't think so, but EPDM > EPR does.

Or even EPDM > Access? Maybe it's worth digging into...

Don't have an ERP in your company? Gateway must be added for the EPDM/ERP dialogue

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To complete .PL

Not long ago (although), we talked here about generating an XL BOM directly from SW without going through a drawing: http://www.lynkoa.com/forum/3d/tableur-de-nomenclature?page=0#answer-123269

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@Benoit: Yes, we run on Sage but we use the 2 programs separately (maybe to be deepened but not for now).

On the other hand, to come back to the nomencaltures, so there is no way to keep an excel name up to date, tampis :/

I will see what there is to do for the EPDM/SAGE links.

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@jose

Or develop an Excel macro: when validating your assembly on EPDM, you generate an up-to-date bill of materials in your file with this macro, which will update your bill of materials.

I think out loud... :)

SmartBOM is not bad indeed, but there's no way to keep up with it...

If you put the pieces back in shape a little (up/down), well the next time, you have to redo everything...

Hello

To answer José's answer yes, it is possible to export a Sodlid nomenclature to EPDM, we have been using this way of doing things for four years.

The problem is that it was developed by an Axemble consultant and I can't really explain the approach.

See attachment.


nomenclature.xlsm
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Now it gets very interesting!

Thanks for the attachment, I'll study all this a bit:)