ActiveBOM - BOM Catalog

Transcription

1 ActiveBOM - BOM Catalog Old Content - visit altium.com/documentation Modified by Admin on Nov 29, 2016 Parent article: ActiveBOM The BOM Catalog tab is a constituent part of the BOM document (*.BomDoc), and essentially the 'nerve center' of the ActiveBOM concept. It is here that you can: Browse a listing of all items actually used in the design. Add additional items to the BOM Catalog manually. Browse and define real-world part solutions to be used for design items. For items with a range of viable solutions, you can rank your top three, as preferred solutions that may be used by procurement. Obtain and view real-time pricing and availability of items directly from Supplier databases. Set-up target costing per item and compare this to actual costing (based on real pricing data). Cost estimation based on required production quantity can be quickly viewed. Side-step cost blowouts before release by adjusting solutions as necessary to bring pricing back within target. Get an early warning of supply risk is the chosen part solution within target price and adequately stocked for this design run? Or is it overpriced or, worse still, not in stock! Working with the BOM Catalog tab is fairly intuitive, even more-so when you break it down into three distinct areas, as illustrated in the image below.

2 Breaking-down the BOM Catalog tab. These areas are: 1. Item Detail a listing of design items, including those actually used on the source schematic documents, as well as any manually-added items. 2. All Solutions all supply chain solutions for the currently selected catalog item. 3. Selected Solutions the chosen solution(s) that the designer actively permits to be used/considered when procuring the real-world parts to implement the design items on the manufactured and assembled boards. Item Detail Item Detail - a listing of all items in the BOM Catalog.

3 This area of the tab provides a real-time listing of all components and processes used in the design. It automatically lists all components used on the source schematic documents for the board design project, as well as any additional items added manually by the designer. The following data is presented for each item: Status the status of the item. This depends on the type of item as follows: Core (Managed and UnManaged) for an item present in the actual design, placed from a vault or non-vault-based library, this field indicates the state of synchronization between the item in the BOM Catalog and the item in the source design. Information is sourced from the design. When synchronized, the status will display as. If a source schematic document is modified in some way, the items resident on that sheet will become unsynchronized, as reflected by the status. The items themselves may not have changed in any way. The system is simply flagging a change to design source and therefore advising a refresh of the BOM Catalog data, to resynchronize the BOM with the source documents. Do this by clicking the Refresh button at the top-right of the BOM document. Extra for extra catalog items (that are added manually), the status will initially show as (for a Place Holder, Process or Managed item) and (for a Reserved item). If instances of these items are subsequently added to the BOM, the status will change to, to reflect this. Item Type the type of design item. The following types are supported: Core-Managed vault-based managed items placed in the schematic design (usually electronic components). They are automatically listed and synchronized with the BOM document. Items of this type are distinguished visually by the icon. Core-UnManaged unmanaged items placed in the schematic design (usually electronic components placed from SchLibs, IntLibs, DbLibs or SVNDbLibs). They are automatically listed and synchronized with the BOM document. Items of this type are distinguished visually by the icon. Extra-Managed vault-based managed items not present in the schematic design (typically mechanical or other hardware elements). They are managed manually in the BOM document. An initial vault Item is chosen (a Component Item, Blank Board Item, or Assembled Board Item) when adding this item to the BOM, but can be changed to a different vault Item at any time. Items of this type are distinguished visually by the icon. Extra-Place Holder unmanaged place-holders. Typically for those items that will be needed, but are as yet not fully known (to have pricing included in the overall board costing estimation). They are managed manually in the BOM document. Items of this type are distinguished visually by the icon. Extra-Process unmanaged processes. Typically for things not relating to physical items on the board itself, but required as part of getting the board manufactured, and so incurring cost. These might include shipping costs, testing costs, and so on. They are managed manually in the BOM document. Items of this type are distinguished visually by the icon. Extra-Reserved unmanaged items not present in the schematic design, and which need to be accounted for in the design. They are intended to be released to a target vault in the future. A catalog item of this type is linked to a new Item (and planned revision thereof) in a target vault. Once that Item is released, the item in the BOM becomes a standard Extra-Managed item. They are managed manually in the BOM document. Items of this type are distinguished visually by the icon.

4 Components used in the design of type Graphical, Net Tie, and Standard (No BOM) will be ignored by the BOM document, and therefore not brought in to the BOM Catalog. The ability to add any number of extra items to the BOM Catalog gives you more control, and enables you to consider the total costing involved with getting your design physically realized by the Supply Chain (procurement, fabrication, assembly, testing, etc) the very essence of ActiveBOM's support for full board cost estimation. Design Item Id a unique identifier for the item (within the scope of the BOM Catalog). The entry here depends on the item type as follows: Core-Managed, Extra-Managed the full, read-only Item-Revision ID, sourced from the item in the vault. Core-UnManaged the read-only Design Item ID, sourced from the placed item on the schematic sheet. Extra-Reserved default identifier in the format Reserved - n (e.g. Reserved - 1, Reserved - 2), can be edited to something more meaningful. Once linked, this will change to the full, read-only Item-Revision ID, sourced from the linked Item in the vault. Extra-Place Holder default identifier in the format Place Holder - n (e.g. Place Holder - 1, Place Holder - 2), can be edited to something more meaningful. Extra-Process default identifier in the format Process - n (e.g. Process - 1, Process - 2), can be edited to something more meaningful. Duplicate item identifiers are not permitted. For extra (manually-added) items whose identifier can be edited, an error dialog will alert you when attempting to use an identifier already in use by an item in the catalog. Description the item description. The entry here depends on the item type as follows: Core-Managed, Core-UnManaged the read-only entry for the Description property, sourced from the placed item in the design. Extra-Managed the read-only entry for the Description field, sourced from the Item's properties in the vault. Extra-Reserved, Extra-Place Holder, Extra-Process default entry Description, can be edited to something more meaningful. Comment a comment for the item. The entry here depends on the item type as follows: Core-Managed, Core-UnManaged the read-only entry for the Comment property, sourced from the placed item in the design. Extra-Managed the read-only entry for the Comment field, sourced from the Item's properties in the vault. Extra-Reserved, Extra-Place Holder, Extra-Process default entry Enter comments here, can be edited to something more meaningful. Note optional field in which to enter any pertinent notes regarding the item. Item Source where the item comes from. The entry here depends on the item type as follows: Core-Managed, Extra-Managed the read-only name of the Altium Vault.

5 Core-UnManaged the read-only name of the source library (SchLib, IntLib, DbLib, SVNDbLib). Extra-Reserved for a newly-added item of this type, the entry will display Choose Target Vault. Use the associated drop-down field to choose the required vault from all currently connected (and enabled) Altium Vaults. Extra-Place Holder, Extra-Process the read-only entry Local (since the source of these item types is the actual BOM document itself). Lifecycle State this read-only field shows the current lifecycle state for the item, and is therefore meaningful only for a vault-based item (Core-Managed, Extra-Managed, ExtraReserved (when linked to a vault Item)). Each item also has fields relating to its selected solutions. This is discussed in more detail in the section Selected Solutions. Full control is provided over which columns of information are displayed in the BOM Catalog for the listed items. Access controls for toggling column display from the menu associated to the Show control, above the Item Detail grid, or from the right-click menu accessible from the Item Detail or Selected Solutions areas (or a column thereof). You can change the order in which the columns of information are displayed in the Item Detail region. Simply click on the header for a column and drag it horizontally to the required position. A valid position is indicated by the appearance of two vertical green positional arrows. Grouping and Sorting Group items using controls provided on the menu associated to the Group By control, above the Item Detail grid. Grouping controls for the Items list.

6 Click on an entry to group by that attribute. Only one attribute can be used to group items at any one time. To remove grouping, and so give a flat listing of items, use the Remove Group By[<Attribute>] command. The attribute currently being used for grouping purposes has its caption (in the corresponding column header) highlighted in bold. For all data columns, click on the column header directly to sort by that attribute. Clicking multiple times will cycle through descending-ascending-no sorting, respectively. Controls are also available from the right-click menu accessible from the Item Detail or Selected Solutions areas. To globally remove sorting, use the Remove Sorting command, found on the Sort By sub-menu. Adding an Extra Item Any number of extra items can be manually added to the BOM Catalog. To do so, click the Add New Item control above the main item grid, or use the grid's right-click Add New Item sub-menu, and choose the type of item to be added. Add extra items manually to the BOM Catalog as required. When adding a Vault Item, the Choose BOM Vault Component dialog will appear. Use this to browse for the required Item in any of the currently connected (and enabled) Altium Vaults. This can be a Component Item, a Blank Board Item, or an Assembled Board Item. Once chosen, you can change to a different vault Item by right-clicking and using the Change [<ItemID-RevisionID>] command. This simply gives access to the Choose BOM Vault Component dialog again, with which to search for a different Item in the same, or

7 different vault, as required. Removing an Item To remove a manually-added item (Extra-Managed, Extra-Place Holder, Extra-Process, ExtraReserved) from the BOM Catalog, simply select its entry in the list, then either use the right-click Delete command, or press the Delete key. Multiple manually-added items can be deleted. Use standard multi-select controls (Ctrl+click, Shift+click) to select the items to be removed, then either use the right-click Delete Selected command, or press the Delete key. Core items (Core-Managed, Core-UnManaged) cannot be deleted from the BOM Catalog. Linking an Extra-Reserved Item to a Target Vault When an Extra-Reserved item is added to the BOM Catalog, it is initially unlinked. Remember that this type of item is not currently present in the design, but needs to be, and also is intended to be released into an Altium Vault at some stage. So through the BOM Catalog, you are effectively reserving a spot for it in the design. At the same time, you need to also 'reserve' a spot for it in a target Altium Vault. This involves linking the catalog item to a new Item (and planned revision thereof) in that vault. To help demonstrate the procedure, consider the following example Extra-Reserved item in the catalog an item reserved for a needed tuning diode component. At this stage the Description and Comment have been manually changed to something more meaningful. Example Extra-Reserved item, with Description and Comment filled. The next step is to choose the target vault into which the data for this new component is to be ultimately released. Or to think of this from another angle, the vault in which the tuning diode Component Item will ultimately be sourced for re-use in board designs. In the Item Source field, click on the existing Choose Target Vault entry. A drop-down listing of available (connected and enabled) Altium Vaults becomes available choose the vault required.

8 Choose the target Altium Vault as required. With the vault chosen, a new Item can be created in that vault. To do this, and with the ExtraReserved item selected, either click the Release To Vault control above the main item grid, or rightclick and use the Release To [TargetVaultName] command. The Create Item dialog will appear, in which to define the new vault Item as required. A new Item must be created and the catalog item linked to the initial planned revision of that Item. The catalog item cannot be linked to an existing Item in a vault. Create a new Item in the target vault - a 'reserved' Item to which the catalog item will be linked. Use the Folder field first, to access the Choose Folder dialog, and determine in which vaultfolder the Item is to be created. The folder can be an existing one, or can be created on-the-

9 fly. It can be a good idea to specify an Item Naming Scheme as part of the target folder's properties. In doing so, the software will automatically assign the next available unique Item ID, based on that scheme, having scanned the entire target vault and identifiers of existing Items. A great time-saver for quickly filling the Item ID field back in the Create Item dialog! After clicking OK in the Create Item dialog, the new vault Item will be created, along with initial revision in the Planned state. Back in the BOM Catalog, the entry for the Extra-Reserved item will now display a status of. Use the right-click Show in Vault Explorer command to browse the linked vault Item directly in the vault using the Vaults panel. Example Extra-Reserved BOM Catalog item linked to the initial Planned revision of a Component Item in a vault. Once linked, the target vault cannot be changed. Nor can the catalog item be linked to a different vault Item. The source data is released into the vault Item outside of the BOM document, using standard release procedures. For example, if the vault Item is a Component Item, you'll need to release the domain models (schematic symbol, PCB 2D/3D component model, simulation model), followed by creation and release of the definition of that component, in a Component Library. Once data has been released into the Item so it is no longer in the Planned state refreshing the BOM document (or closing and reopening) will change the Extra-Reserved item to a regular Extra-Managed item.

10 All Solutions All Solutions - a listing of supply chain solutions for the currently selected catalog item. This area of the tab provides a real-time listing of all supply chain solutions defined for the currently selected catalog item. How the solutions are sourced/managed depends on the type of item: Core-Managed, Extra-Managed automatically lists all solutions, sourced using the item's associated vault-based Part Choice List Item (PCL). Additional solutions can be added manually by the designer. The PCL for a vault Item can be accessed and managed from the BOM Catalog (see Managing the Part Choice List for a Vault Item). Core-Unmanaged automatically lists any solutions defined through Supplier Links added to the placed part. Additional solutions can be added manually by the designer. Extra-Place Holder, Extra-Process solutions are added manually by the designer. Extra-Reserved solutions can be added manually by the designer. Alternatively, while still in the linked state (vault Item not yet released), the Part Choice List for the vault Item can be managed (added, edited, deleted) from within the BOM Catalog, and the resulting solutions retrieved (see Managing the Part Choice List for a Linked Extra-Reserved Item). If multiple catalog items are selected, the All Solutions region will only show the solutions applicable to the focused item. The following data is presented for each solution: Rank a 'star rating' that can be applied by the user. Ranking can be applied to up to three different solutions (uniquely assigning 3 stars, 2 stars or 1 star, respectively). The more stars, the more preferred the solution. A ranked solution will appear as a sub-solution entry in the Selected Solutions region of the catalog, discussed further in the Selected Solutions section. Manufacturer name of the Manufacturer who makes the chosen part. Manufacturer PartNo part number for the chosen Manufacturer part. Supplier name of the Supplier vending the chosen Manufacturer part. Supplier PartNo part number used by the Supplier for the vended Manufacturer part. Description description for the part. Actual Price this is the actual pricing (cost per unit) after taking into account the applicable price break offered by the Supplier, and based on the specified production quantity. The applicable price break is determined by the total number of units required for the selected catalog item, which is the number of those items used on a single board, multiplied by the number of boards nominated in a production spin (the value entered in the Production Quantity field at the top-right of the BOM document). Pricing this region presents pricing information for the currently selected solution, in terms of cost per part. For solutions that utilize parts from a Supplier (searched parts), this information comes direct from the applicable Supplier database. Where available, the pricing for different

11 quantity bands is also presented. Currency is that of the Supplier. For a fully-defined manual solution, the designer has total control over setting pricing, including price breaks. Availability this region presents availability information for the currently selected solution, in terms of how many parts the associated Supplier currently has in stock. For solutions that utilize parts from a Supplier (searched parts), this information comes direct from the applicable Supplier database. For a fully-defined manual solution, the designer has total control over setting stock availability. The lowest-price solution for the catalog item (the lowest Actual Price), or the highest ranked solution (where ranking has been used), is highlighted in the list of its solutions by the use of bold font. The core of a supply chain solution is the Manufacturer-Supplier Part pairing. When a Manufacturer Part is chosen and added to a Part Choice List (for a vault-based catalog item) or Part Choice (when adding a solution manually through the BOM Catalog), the software looks up that part in the applicable Part Catalog, and the Vendor links associated to it. So if you have added a Manufacturer Part that has three associated Vendor links in the catalog, there will be three Manufacturer-Supplier Part pairings or three supply chain Solutions. Each part pairing consists of the Manufacturer name and Manufacturer-specific part number, along with the Supplier name and Supplier-specific part number. Affording some level of control over approved Suppliers that can be used when procuring parts for manufacturing, the Solutions returned based on defined Part Choices take into account which Suppliers are enabled for use. Use of an Altium Vault Server dictates centrally which Suppliers are to be used in an organization, configured through the vault's browser interface. While connected to it, the list of Suppliers on the Data Management Suppliers page of the Preferences dialog will be disabled. It will simply be a read-only reflection of this centrally-defined list. This also means that if you are using an Altium Personal Vault, the centralized list of Suppliers will be used until such time the Altium Vault Server is disconnected, at which point the Personal Vault will follow the list of Suppliers defined at the Preferences level. Grouping and Sorting Group and sort solutions using controls provided on the respective menus associated to the Group By and Sort By controls, above the All Solutions grid. Controls are also available from the right-click menu for the area.

12 Grouping and sorting controls for the Solutions list. Controls work as follows: Grouping click on an entry to group by that attribute. Only one attribute can be used to group solutions at any one time. To remove grouping, and so give a flat listing of solutions, use the Remove Group By[<Attribute>] command. Sorting click on an entry to sort by that attribute, in descending order. Click a second time to sort by that attribute in ascending order. Click a third time to remove sorting by that attribute. Multiple attributes can be used to sort solutions. To globally remove sorting, use the Remove Sorting command. Click on the column header directly to sort by that attribute. With no grouping or sorting applied, solutions are ordered according to ranking (where applicable and 3 star solution first), then lowest to highest pricing. For two solutions with the same pricing (and which are not ranked), order is determined by stock level (the solution with greater availability listed first). Adding a 'Manual' Solution Any number of additional 'manual' supply chain solutions can be added to a selected item in the BOM Catalog. To do so, click the Add Solution control above the main solutions grid, or use the grid's right-click Add Solution command. The Add New Part Choice dialog will appear from where you can define the solution.

13 Add a solution manually to a catalog item as required. The dialog consists of two regions Supplier Part Choices Search (identical in functionality to that used when making part choices for a vault-based Component Item), and Part Choice Details. The dialog can be used in one of two ways, depending on the part required, and from where it is being sourced: Semi-Automated using the search region to search across the databases of all enabled Suppliers (which can include online Suppliers and, for an Altium Vault Server, an internal linked ODBC source as well). Once the required part is found, simply select it, then click the control. The Part Choice Details region will be auto-populated with the supply chain data from the applicable Supplier. Fully Manual using just the Part Choice Details region, manually enter the information required. This gives you the ability to add and fully define a part from any Supplier, without constraining you to those Suppliers partnered with Altium. And this is perfect for those catalog items that are just not sold in a Supplier's product catalog, such as shipping costs, testing costs, and perhaps that custom part being made exclusively for you by a specialist!

14 When adding a new solution to an Extra-Place Holder or Extra-Process catalog item, the Supplier Part Choices Search region is hidden by default. These types of catalog item are typically used for entities not generally found in a Supplier catalog. Should you wish to use the search facility perhaps an Extra-Place Holder is being used for a part after all, for example simply click the Show search button at the bottom-left of the dialog. When manually entering a solution, not all information may be applicable. For example a part sourced from another Supplier will generally require all fields to be filled-in, while a solution for an item relating to shipping costs might only require a supplier name, description and price. Enter as much as is needed to fully define the solution. Example manually-defined solution added to a catalog item, and resulting entry back in the All Solutions list. When entering pricing information in the Price Break region, simply enter a single number representing the start of each new break as illustrated in the previous image. Do not enter a range (e.g. 1-9) or use the plus character (e.g. 50+). The latter is added automatically to the number entered, when the pricing information is displayed for the solution. If there are no pricing breaks so a single flat price irrespective of units purchased simply enter 1 for the Quantity (the resulting pricing displayed will be 1+).

15 The icon is used to distinguish a manually-added solution, from one that has been retrieved for a vault-based Component Item through its Part Choice List (which is identified by the icon), or one that has been retrieved for an unmanaged part in a design, through a defined Supplier Link (which is identified by the icon). When adding a solution to an Extra catalog item (Extra-Managed, Extra-Place Holder, ExtraProcess, Extra-Reserved), the Actual Price field will display if that item has not been added to the BOM (i.e. is not present on the BOM Components tab of the BOM document). Actual Price is calculated based on number of parts required for a specified Production Quantity, and in accordance with price breaks offered by the Supplier. When a catalog item is not yet present in the BOM, it is not being used for the design. Editing an Existing Solution A manually-added supply chain solution can be edited at any time. To do so, select the solution and either click the Edit Solution control above the main solutions grid, or use the grid's right-click Edit Solution command. The Update Part Choice dialog will appear from where you can modify the solution as required. Solutions retrieved automatically from the Part Choice List of a vault Component Item cannot be modified directly from the solutions grid. Any changes must be made through interaction with the list via the Part Choices dialog. Access to this dialog can be made from the BOM Catalog see Managing the Part Choice List for a Vault Item. Likewise, solutions retrieved automatically based on Supplier Links added to an unmanaged part in the design can also not be modified directly through the BOM Catalog.

16 Edit a manually-added solution at any stage. Support for Component Supplier Links Supplier Links added to unmanaged components in a design through use of the Live Links to Supplier Data feature are also used as a source of supply chain information, and brought in as solutions into the BOM Catalog. Such solutions are distinguished by the icon.

17 Example supply chain solution for a Core-UnManaged catalog item, retrieved from the Supplier Link added to the unmanaged part placed in the design. Solutions sourced from Supplier Links cannot be edited in the BOM document directly, nor can they be deleted from it. Ranking Solutions An item in the BOM Catalog may have a considerable number of supply chain solutions, depending on how many Part Choices have been defined for it, and how many enabled Suppliers vend those chosen parts. The catalog gives you freedom of choice by allowing you to select up to three preferred solutions. This selection is made possible through the provision of Solution Ranking. Ranking is implemented using a simple 'star rating' system. Up to three different solutions in the list can be uniquely assigned one of the following ranks: High rank Medium rank Low rank Ranked solutions appear as sub-entries of the catalog item in the Selected Solutions

18 region of the BOM Catalog tab. On the BOM Components tab (and ultimately the generated BOM for manufacturing), they appear as Solution 1 (High rank solution), Solution 2 (Medium rank solution) and Solution 3 (Low rank solution). Ranking must be applied to at least one solution for each catalog item, for the supply chain data to appear on the BOM Components tab. This is so that the software knows under which solution (Solution 1, Solution 2, or Solution 3) to present the data. Assigned ranks are unique. No two solutions can be assigned the same rank. If, for example a solution has been given the highest rank (3 stars), and this rank is then assigned to a different solution, the original solution will no longer be ranked. With the required solution selected, controls to define ranking are available from the menu associated to the Set Rank control, or from the solution grid's right-click Set Rank sub-menu. Set ranking for up to three preferred supply chain solutions, giving the procurement specialist some 'wiggle room' when it comes to purchasing the parts for manufacturing. To remove ranking from a solution, simply select that solution, then use the Clear Rank command found on one of the menus. Deleting a Solution A manually-added supply chain solution can be deleted at any time. To do so, select the solution and either click the Delete Solution control above the main solutions grid, or use the grid's right-click Delete Solution command.

19 Solutions retrieved automatically from the Part Choice List of a vault Component Item cannot be deleted directly from the solutions grid. Removal of manufacturer part choices must be made through interaction with the list via the Part Choices dialog. Access to this dialog can be made from the BOM Catalog see Managing the Part Choice List for a Vault Item. Likewise, solutions retrieved automatically based on Supplier Links added to an unmanaged part in the design can also not be deleted directly from the solutions grid. Managing the Part Choice List for a Linked Extra-Reserved Item Additional solutions can of course be added manually to an Extra-Reserved type of catalog item at any time too, but while that item is still in the linked state, you can manage its Part Choice List directly from the BOM Catalog. Note that this is only possible if the linked vault item is a Component Item. To do so, select the Extra-Reserved item in the catalog, right-click and choose the Manage Part Choice List command from the menu. The Manage Supply Chain Part Choices dialog will appear. Management of the linked Component Item's Part Choice List in this way is only possible while the initial revision of that Item is still in the Planned state (not yet released into). Once released, and the BOM document is refreshed, the Extra-Reserved item becomes a standard Extra-Managed item. From this point, management of the Part Choice List for the Component Item can still be performed from the BOM Catalog, but is accessed differently see Managing the Part Choice List for a Vault Item. Manage the PCL for an Extra-Reserved item's linked Component Item in the vault, directly from within the BOM Catalog.

20 From here, creation and management of the Part Choice List is performed in the same way as from the Supply Chain view for the Component Item in the Vaults panel. Interaction with the Part Choice List is performed within the Part Choices dialog. This dialog is accessed using the applicable command on the drop-down menu associated with the icon, at the top-right of the Solutions region of the dialog. If the Component Item has never had any part choices made for it, the command to Create Part Choice List reflects this. If the Component Item already has an associated Part Choice List Item (created from within the vault), then the command will simply be Edit Part Choice List. Use the Part Search region on the left to browse the supported (and enabled) Supplier's databases for the required part(s). Once a part is found that meets the engineering criteria for the design component, simply click the button to the immediate right of the search results. The selected part will be added to the Manufacturer Part Choices region of the dialog this is the Part Choice List that will be stored in the next revision of the Part Choice List Item, upon clicking OK. The Part Choices dialog - the direct interface to the Part Choice List item for a vault-based component. The list simply presents added parts in terms of Manufacturer and Manufacturer Part Number. As many parts as needed may be added to the list, but remember that they must be equivalent in that any part in the list can represent the design component on the manufactured and assembled board and perform the same function as per designed requirements.

21 To remove a part from the list, simply select its entry and click the Remove button at the bottom of the list. When the OK button is pressed, the part choices made will be saved. If this is the first time adding part choices for a Component Item, the list will be saved in an initial revision of a new Part Choice List Item. If this is an amendment to an existing list for a Component Item, the list will be saved into a new (the next) revision of the existing Part Choice List Item. The solution(s) based on enabled Suppliers that vend the chosen part will be retrieved from the applicable part catalog and displayed back in the Manage Supply Chain Part Choices dialog. OK out of this dialog, the solution(s) will be retrieved from the vault and presented in the All Solutions region for the item, back in the BOM Catalog. The solution(s) generated from chosen part choices are retrieved for the linked catalog item. Managing the Part Choice List for a Vault Item Additional solutions can of course be added manually to a vault-based catalog item (of type CoreManaged or Extra-Managed) at any time. But you can also create/manage the vault-based Part Choice List Item for the targeted Component Item directly from the BOM Catalog. Interaction with the Part Choice List is performed within the familiar Part Choices dialog. This dialog is accessed using the Create/Edit PCL Solutions List command, on the drop-down menu associated with the the top-right of the All Solutions region. icon, at

22 Accessing the Part Choices dialog - to create/edit the Part Choice List for a vault-based item - directly from the BOM Catalog. Define the list (or modify it) by choosing parts as required (as described in the previous section). When the OK button is pressed, the part choices made will be saved. If this is the first time adding part choices for a Component Item, the list will be saved in an initial revision of a new Part Choice List Item. If this is an amendment to an existing list for a Component Item, the list will be saved into a new (the next) revision of the existing Part Choice List Item. The solution(s) based on enabled Suppliers that vend the chosen part(s) will be retrieved from the applicable part catalog and presented in the All Solutions region for the item, back in the BOM Catalog. Selected Solutions

23 Selected Solutions - chosen solutions to be used for items in the BOM Catalog. This area of the BOM Catalog tab presents real-time information on selected solutions for the items in the catalog solutions that can be ultimately included into a generated manufacturing BOM. For each catalog item, the selected solution(s) presented here from all of its possible solutions (as presented in the All Solutions region) are determined in one of the following ways: Default Solution by default the solution with the lowest Actual Price (based on number of boards in a production spin) will be used as the singular selected solution. In the All Solutions region, this solution is distinguished by the use of bold highlighting. Ranked Solutions up to three different solutions can be selected for use through assignment of rank. The following data is presented for each solution: Rank rank applied to the solution. A ranked solution will appear as a sub-solution entry in the region. Target Price manually-entered target price for the catalog item. By default, this entry will initially be for all item types. Actual Price this is the actual pricing (cost per unit) after taking into account the applicable price break offered by the Supplier, and based on the specified production quantity. The applicable price break is determined by the total number of units required for the selected catalog item, which is the number of those items used on a single board, multiplied by the number of boards nominated in a production spin (the value entered in the Production Quantity field at the top-right of the BOM document). Manufacturer name of the Manufacturer who makes the chosen part. Manufacturer PartNo part number for the chosen Manufacturer part. Supplier name of the Supplier vending the chosen Manufacturer part. Supplier PartNo part number used by the Supplier for the vended Manufacturer part. Stock current availability, how many parts the associated Supplier currently has in stock. Supply Risk a qualification of the state of the supply chain; can have the following states: No Solution the catalog item has no supply chain solutions currently defined for it. Add a solution as required. Clear the selected solution for the catalog item (or highest ranking solution for multiple, ranked solutions) has an actual price equal to, or less than, the specified Target Price set by the designer AND is adequately stocked for the specified production quantity. Price target missed the selected solution for the catalog item (or highest ranking solution for multiple, ranked solutions) has an actual price greater than the specified Target Price set by the designer. Not enough stock the selected solution for the catalog item (or highest ranking solution for multiple, ranked solutions) is not adequately stocked for the specified production quantity. Not enough stock,price target missed the selected solution for the catalog item (or highest ranking solution for multiple, ranked solutions) has an actual price greater than the specified Target Price set by the designer AND is not adequately stocked for the specified production quantity. Only the Target Price is editable. This value is used as a calculating factor in Supply Risk, and is also used in the calculation of the overall Target price per board, the value for which is displayed at the top-right of the BOM document.

24 Ranking must be applied to at least one solution for each catalog item, for the supply chain data to appear on the BOM Components tab. This is so that the software knows under which solution (Solution 1, Solution 2, or Solution 3) to present the data. The Target Price can be quickly set to the Actual Price (provided the Actual Price is not 0.0) for one or more selected catalog items. To do this, simply select the item(s) required, right-click and choose the Set target price to actual price command. Display of Ranked Solutions Where ranking has been employed for the solutions associated with a catalog item, the highest ranked solution will be presented as the main selected solution entry, along with sub-entries for all ranked solutions. Use the expand/contract control to the left of the item to gain access to these subentries. Presenting ranked solutions in the Selected Solutions region for a catalog item. Source URL: