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OpenBOM Webinar #24 - Mastering Solidworks BOMs

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This is a slide deck for OpenBOM webinar #24 about BOMs in Solidworks. It is first in the set of 4 webinars about Solidworks BOMs and OpenBOM. Check help.openbom.com for webinar recording.

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OpenBOM Webinar #24 - Mastering Solidworks BOMs

  1. 1. In OpenBOM Steve Hess Director of User Experience, OpenBOM stevehess@openbom.com July 15, 2020 © OpenBOM, 2020 (Newman Cloud Inc.) Mastering SolidWorks BOMs
  2. 2. Webinar basics You are all muted Please type questions in the chat window or send to support@openbom.com We will publish a recording following the event I will share this deck with the playback. This is meant to be a casual event….. And maximise use of time © OpenBOM, 2020 (Newman Cloud Inc.)
  3. 3. About Mastering Solidworks BOMs in OpenBOM Breaking into several “Episodes” as follows: Webinar #24: New BOMs, Settings, Properties, Update OpenBOM, Save Item Webinar #25: Part Classifications, Templates, Bi-Directional properties Webinar #26: SolidWorks Configurations, Purchased Assemblies Webinar #27: SWX BOM Maintenance © OpenBOM, 2020 (Newman Cloud Inc.)
  4. 4. Webinar #24 (today) in particular Creating new BOMs - literally 3 minutes to a create first real functional BOM Sending SolidWorks properties to OpenBOM (Part Number, etc) Updating CAD changes to OpenBOM Tour the OpenBOM “Settings” Part Classifications by Catalog Do’s and Don’ts © OpenBOM, 2020 (Newman Cloud Inc.)
  5. 5. Definitions: Integration/Addin/Plugin: An app which runs inside of a CAD platform like Solidworks. OpenBOM is a SolidWorks “App” Multi Level BOM: A BIll of Materials organized into levels to show structure. Most often product structure. Single Level BOM: By definition, a Bill of Materials with no structure or levels Catalog: A list of Items used by your company to make your products. Often called an Inventory or an Item Master, this is a list of parts and sub-assemblies and associated information needed to put your final product together. © OpenBOM, 2020 (Newman Cloud Inc.)
  6. 6. OpenBOM for SolidWorks Basics ● OpenBOM requires the installation of an addin to create BOMs from Solidworks ○ https://www.youtube.com/watch?v=iz8YQy9trtU ● BOMs are created from SWX Assemblies only ● Individual SWX Parts may be saved to OpenBOM using Save Item Command ● OpenBOM for Solidworks integration requires a license ○ Free Trial or Professional User or above. www.openbom.com ○ Or, You may be a member of your Team or Company ● SolidWorks 2016 or later although some functionality works with earlier swx versions ● Solidworks PDM and Windows File Explorer addins are supported but not covered here ● Upload from Folders, Excel, other CAD also supported in other webinars © OpenBOM, 2020 (Newman Cloud Inc.)
  7. 7. Lessons Lesson #1 - Create a BOM from Solidworks assembly really quick Lesson #2 - What Just Happened, where does Part Number come from? Lesson #3 - Dealing with Solidworks properties (add Finish) Lesson #4 - OpenBOM Settings Dialog, Solidworks Settings to watch out for Lesson #5 - Save Item to a new classification or Catalog © OpenBOM, 2020 (Newman Cloud Inc.)
  8. 8. Live session….1. Lesson #1 Create a New BOM of Router ○ Open -W24 Router ○ Settings ■ Sign in ■ Save ○ Click BOM ○ Review ○ Router Base missing Description so add it ○ Save Item, close Router Base ○ Refresh BOM, see Description is there 2. What Happened ○ Structure created - Switch to Multi Level ○ Properties with values were brought to the BOM ○ Classifications/Catalogs automatically set & Properties saved there (Solidworks Items) ○ PC-Board and Ariel are purchased assemblies because config set to “Hide lower” ○ Part Number was set (more later) ■ Basically, if no other setting we user File Name as Part Number ■ Or, Configuration setting if it exists ■ Or, Part Number custom property if it exists ■ Or, Configuration Specific Part Number if it exists Open 90310-08011.sldprt Filename is 90310-08011.sldprt Configuration setting is “Use SW-047191” Custom property “Part Number = 90310-08011-Z” Configuration Specific Custom property “Part Number = 90310-08011-ZZ” → PART NUMBER IS SET TO 90310-08011-ZZ © OpenBOM, 2020 (Newman Cloud Inc.)
  9. 9. Lesson #3 More About Properties ● All non-Empty Properties will be sent to OpenBOM ● Open the screw and add Finish = Zinc ● Save ● Save Item to Solidworks Items ● Refresh BOM Lesson #4 OpenBOM Settings ● Tour the OpenBOM dialog ● Solidworks Settings ○ Suppressed and Lightweight parts/assy are excluded from OpenBOM ○ Envelope and Exclude from BOM ○ Configuration Properties (Open PCB Assembly) ○ Make some test assemblies and experiment with this behavior Lesson #5 Updating a specific Item to specific Catalog with Save Item ● Open the 90310-08011 Screw ● Add a Material property ● Save Item to Fastener Classification/Catalog ● Delete it from Solidworks Items ● Goto the BOM ● See screw is no longer defined ● Assign Fastener Catalog ● All is good © OpenBOM, 2020 (Newman Cloud Inc.)
  10. 10. Do’s and Don’ts ● Do always use unique part numbers. If you have Door.sldasm containing Door.sldprt OpenBOM will give each PN=”Door”. So use one of the methods described in prior slide to set a unique part number. Don’t rely on File Name. Consider non-intelligent part numbers. ● Do be mindful of your “Default Catalog” when Creating BOM ● Do read the messages, they say what is going to happen ● Do Use “BOM” and “Save Item” commands ● Don’t use the “Catalog” command. It is being deprecated. ● Don’t create multiple configurations with the same Part Numbers (more in coming webinar on that). You will get wrong quantity for that PN. ● --> Use Configuration Specific Part Number instead
  11. 11. References Solidworks first 3 minutes: https://www.youtube.com/watch?v=iz8YQy9trtU More about Multi Level BOMs https://www.openbom.com/blog/how-to-create-multi-level-hierarchical-bom OpenBOM Webinars https://help.openbom.com/webinars/ (see #21,22) OpenBOM Basics https://help.openbom.com/get-started/understand-openbom/ OpenBOM Help https://help.openbom.com/ - a great place to start © OpenBOM, 2020 (Newman Cloud Inc.)
  12. 12. Questions / comments ? Please send to support@openbom.com or use the Support feature in OpenBOM © OpenBOM, 2020 (Newman Cloud Inc.)

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