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Template column Parent assembly Parent assembly Child items Assembly details Source items Source items Find

Owner Type Number Description Quantity Units RefDes Supplier Identifier UnitCost Extended

Function or usage to be specified by BOM author should not need to change contents of these cells these are common item properties shared by all assemblies these values may be unique for this assembly these supplier source items are related to child items, and independent of assembly details do not change contents of these cells

Item locator on assembly drawing, so that assembly drawing does not have to maintain actual part number Company responsible for creating or specifying the capabilities and performance of applied item (usually the assembly owner, or "hom Classification of the item, typically with a unique set of business rules Item identifier, typically corresponding to an inventory location Summarizes the major characteristics of item Number of units required for current assembly Units of measure Identifies the schematic and/or physical location a single instance of a child item Company responsible for creating or specifying the capabilities and performance of supplied item (the "partner" organization) Supplier's part number Cost of a single unit in same Units as child item Cost of a single unit, multiplied by the Quantity

Note: Many people hope to use Excel to manage bills of materials because it's commonly available, relatively cheap, and very familiar. While we've tried to make a useable BOM template, the fact is that Excel makes a really poor BOM tool compared to a specialized PLM database, and in most cases we don't recommend its use. Some of the risks of using Excel: 1 Use caution when sorting. Since cells are not tied together, sorting a list by, say, part Number or Type risks mismatching adjacent cells. Any SUM() that relies on rows should also be checked. 2 Inspect each BOM carefully after every edit. You'll be entering the same data over and over again and any cell can be changed (even accidentally), so it's likely that a child part number or description on one assembly may not match the same part on a different assembly. 3 Changes in one place won't get propagated across all other assemblies. Each spreadsheet must be separately discovered and updated (imagine changing the supplier source for a single screw or resistor). 4 Watch out for proprietary data, which may need to be cleaned before sharing with your supply chain (do you want your new suppliers to know what you pay your current suppliers?). 5 Carefully verify that units of measure are consistent (no mixing "each" and "gram") and calculated to ensure that the cost roll-up is correct. If a wire is specified in mm, and purchased in cm, will that conversion be caught? 6 When you decide to adopt a true BOM database system, you'll find that spreadsheets with little or no formatting will import easier than highly formatted (and more readable) spreadsheets. This BOM spreadsheet template will be somewhat useful for importing into a PLM database, but be careful about making significant changes (for example, do not put supplier parts directly below home parts). 7 Ensure you have access to all released BOMs every time you revise an item. Searching across spreadsheets to discover where a specific item is used is difficult, slow and error-prone. 8 Keep good records. There is no audit trail to identify why or when a change was made, or who authorized it. 9 Review and enforce business rules, such as item numbering and data revisioning, change approval authority, and using approved suppliers. 10 Verify each item's release status (pending, released, canceled) and lifecycle (prototype, production, obsolete) to ensure production assemblies aren't using prototype, unreleased or canceled parts. Excel is a very cheap solution that could easily cost you a lot of money in time & errors. On the other hand, PDXpert PLM offers: 1 Automatic assignment of part numbers according to specified rules 2 Free-form text searches to precisely locate exact matches and possible alternate parts 3 Snapshot duplication of an existing BOM for modification

4 Drag and drop of complete items onto the BOM 5 automatic application of each child item's current revision to existing BOMs; the released assembly always shows the latest released child item revision 6 Built-in "where used" lists for each item in your database: what assemblies use it, where it appears as a source, and what changes have affected it 7 Instant information about each item's release status and lifecycle 8 Unlimited supplier sources with preferred rank 9 Design, production and acceptance files attached directly to database items, for immediate viewing by engineers, quality personnel and supply chain managers 10 Data export for supply chain data exchange 11 A full audit trail of all changes You can download a free, fully-functional evaluation of PDXpert PLM now. Visit us at www.BuyPLM.com

(usually the assembly owner, or "home" organization)

m (the "partner" organization)

BOM Find 1 2 3 4 5 6 7 8 9 10 11

YourCompany Owner Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike Dirt Bike

Assembly Type Cable padel Pad Frot Pump Rear Pump Front Caliper Rear Caliper Front Disk Rear Disk Pipe Cover

Number B052 B0876 B0678 B0232 B0987 B0123 B0675 B0243 B0657 B0912 B0176

Description Brake Cable Brake padel Brake pad Front Brake Punp Rear Brake Pump Front Brake caliper rear Brake caliper Front Brake Disk Rear Brake Disk Brake Pipe Brake Lever Cover

Quantity

1 each Units 27.81 6.03 27.05 66.05 54 105.2 106.78 143.8 56.42 28.52 2.62

RefDes 110011 110012 110013 110014 110015 110016 110017 110018 110019 110020 110021

1.0000 2.0000 2.0000 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000

13.0000

624.28

Source Supplier Nissan harrison billet Russell Brembo Nissin Nissin Russell Russell harrison billet Brembo Brembo

Identifier M0593 M0546 M3203 M0959 M4739 M5930 M5942 M3920 M0588 M0943 M1059

Total cost: 657.3600 UnitCost Extended 27.8100 6.0300 27.0500 66.0500 54.0000 105.2000 106.7800 143.8000 56.4200 28.5200 2.6200 27.8100 12.0600 54.1000 66.0500 54.0000 105.2000 106.7800 143.8000 56.4200 28.5200 2.6200

624.2800

657.3600

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