Creating the BOM
Creating a New BOM
From the main BOM information page, you can create a BOM by clicking the Add New BOM tab.
1. From the Type list, select a BOM type. BOM types are defined by your administrator.
2. Click Initialize BOM. The Create BOM page appears.
3. In the Name field, type a new name for the BOM. This field is required. You do not need to enter an ordinal number for your BOM, because PTC FlexPLM does this automatically.
4. From the Subassembly Insertion Mode list, select one of the following:
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Mode
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Action
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Always Insert Copy
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Automatically inserts a copy of the subassembly in the current BOM
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Always Link
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Adds the subassembly on a single row in the BOM. The subassembly appears as a simple material.
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Ignore
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Adds the subassembly on a single row in the BOM. The subassembly appears as a simple material.
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Prompt User for Link or Copy
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Prompts the user to select whether to link or copy the subassembly. This is the default mode, unless you edit it in the Header Attributes.
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The list defaults to Prompt User for Link or Copy.
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5. From the Status list, select one of the following:
◦ Concept
◦ Development
◦ Production
6. In the Comments box, type your comments as needed.
7. Click Create. The new BOM appears, and it is available for editing.
You can update your new BOM by adding components. See
Adding Components to the BOM.
Creating a New BOM from an Existing BOM
From the Add New BOM box, you can also create a BOM that is a copy of an existing BOM.
1. From the Existing BOMs list, select an existing BOM.
2. Click Initialize. The Initialize Existing BOM page appears with the copied BOM information.
3. In the Name field, type a new name for the BOM. By default, the Name field contains the name of the copied BOM. You do not need to enter an ordinal number for your BOM, because PTC FlexPLM does this automatically.
4. Under General Attributes, update the general attributes of the BOM as needed.
5. Click Save. The new BOM appears, populated with the contents of the copied BOM, and it is available for editing.
Using the Clipboard
You can also use the copy function to create a new BOM using the contents of an existing BOM.
1. Select the BOM you want to copy from the Bill of Materials list.
2. Click the copy icon
. The
Clipboard window appears.
This window lists all specifications and specification components currently on the clipboard. Your copied BOM is listed under the
Bill of Materials section. It remains on the clipboard unless you click the delete icon
next to its name in the clipboard or until you end your
PTC FlexPLM session.
3. Close the Clipboard window
4. Click the Add New BOM tab.
5. From the Clipboard BOMs list, select the BOM you copied.
6. Click Initialize. The Initialize Existing BOM page appears with the copied BOM information.
7. In the Name field, type a new name for the BOM. By default, the Name field contains the name of the copied BOM. You do not need to enter an ordinal number for your BOM, because PTC FlexPLM does this automatically.
8. Under General Attributes, update the general attributes of the BOM as needed.
9. Click Save. The new BOM appears, populated with the contents of the copied BOM, and it is available for editing.
