Project: Report Manager

Create Bills of Materials (HiCAD)

Drawing > Itemisation/Detailing > BOM

Bills of Materials (short: BOMs) can be created either for the entire drawing, or only for the active part. For this you use the functions

Bill of Materials, for entire drawing and

Bill of Materials, for active assembly

that you can find in the Itemisation/Detailing function group, or in the context menu for parts in the drawing or in the ICN.

When you call the function, the Bills of Materials dialogue window will be displayed. This window allows you to quickly create and output the BOMs and consists of the following options and input areas:

• Attribute source
• Execute
• BOM type
• General

Specify the required settings and start the BOM creation with OK. This will automatically open the Report Manager. Which BOM type - Structure list or Quantity list - will be shown when the Report Manager is opened depends on the chosen option beneath BOM type in the dialogue window.

Attribute source

Here you specify which attributes are to be used in the BOM:

• HiCAD part attributes
  Attributes that you have assigned using the Drawing attributes or Part attributes functions or which are automatically assigned by HiCAD.
• HiCAD database attributes
  HiCAD part attributes and (additionally) article and document master data (if any have been assigned).
• HELiOS product structure
  If this option is active, you can specify the Number of levels of the product structure that you want to be transferred to the BOM.

Execute

• Output on screen
  The BOM will be displayed in the Report Manager and can be further processed there.
• Output to HiCAD
  The BOM will be inserted in HiCAD as a table. HiCAD will prompt you to specify a fitting point for the table in the drawing area.
• Output to Excel
  The BOM will be exported to an Excel file. HiCAD will prompt you to specify a path and a name for the file.
• Output to text file
  The BOM will be exported to a text file. HiCAD will prompt you to specify a path and a name for the file.
• Output to HTML file
  The BOM will be exported to an HTML file. HiCAD will prompt you to specify a path and a name for the file.
• Print
  The BOM will be printed.

After clicking OK the Report Manager will always be started in the background, irrespective of the chosen option.

If you want to perform a BOM output to Excel via a template file in a 64Bit version of HiCAD or HELiOS, and the corresponding option is greyed out in the Report Manager settings, you need to download and install the "Microsoft Access Database Engine 2010 Redistributable"-components for the 64Bit version on the Microsoft homepage. The option /passive must be used for the installation of these components, i.e. the call for the installation must be as follows: AccessDatabaseEngine_x64 /passive.

BOM type

Here you can select whether a Quantity list or a Structure list is to be shown upon start of the Report Manager.

In the Report Manager you can always switch between Structure list and Quantity list. Therefore, the BOM type area of the window will be greyed out when you have chosen Output on screen.

General

Configuration

In this selection box the available configuration files for BOMs in the HiCAD sys directory are shown. These files have the extension .RMS and contain particular, industry-specific settings for the Report Manager. For instance, they determine the sort criteria and the scope of output for structure lists and quantity lists, the criteria for identical part search, and the layout of the output of data for exports to text files, Excel files, HTML files or to a table in HiCAD.

Depending on the chosen attribute source, different configuration files are available. The control of the RMS files displayed per data source takes place via the name of the RMS files:

• HiCAD part attributes:  HiCAD_....RMS
• HiCAD database attributes:  HiCAD-DB_.....RMS
• HELiOS product structure:  PRODUCT_....RMS

If you use your own RMS files, please note that you need to keep to the name conventions shown above. This means that depending on the attribute source to which the file is to apply, the file name must begin with

• HiCAD_
• HiCAD-DB_ or
• PRODUCT_

Predefined configurations for the different industries are available in HiCAD.

Number of levels

If you selected the Structure list in the BOM type area, you can specify here up to which level the Structure list is to be created.

Head data / Item data

These settings determine - for the attribute sources HiCAD part attributes and HiCAD database attributes - the scope of BOM information to be transferred to the Report Manager.

These are:

• the Head data
  Attributes that are transferred to the BOM header.
• the Item data
  Attributes for the BOM items. These are available in the View... tabs of the Settings dialogue window of the Report Manager (File > Settings > Change...).

Depending on the chosen attribute source, only suitable selection options are displayed here. The selection options are different for the functions Bill of Materials, for entire drawing  and Bill of Materials, for active assembly .

Bill of Materials, for entire drawing - Selection options	Attribute source
	HiCAD part attributes	HiCAD database attributes
Head data
HiCAD attributes of drawing Only the HiCAD attributes will be transferred, i.e. the attributes that you assigned to the drawing via the Drawing attributes function. File: RM_H_ExportSZN.HDB
HiCAD and HELiOS attributes of drawing Besides the HiCAD attributes of the drawing, the HELiOS master data (if there are any) will also be transferred. File: RM_DB_ExportSzn.HDB
Item data
HiCAD attributes of parts Only the HiCAD attributes will be transferred, i.e. the attributes that you assigned to the part via the Part attributes function. File: RM_H_ExportPart.HDB
HiCAD and HELiOS attributes of parts Besides the HiCAD attributes, the HELiOS article attributes (if there are any) will be transferred. File: RM_DB_ExportPart.HDB

Bill of Materials, for active assembly - Selection options	Attribute source
	HiCAD part attributes	HiCAD database attributes
Head data
HiCAD attributes of active part Only the HiCAD attributes will be transferred, i.e. the attributes that you assigned to the part via the Part attributes function. File: RM_H_ExportPart.HDB
HiCAD and HELiOS attributes of parts Besides the HiCAD attributes, the HELiOS article attributes (if there are any) will be transferred. File: RM_DB_ExportPart.HDB
HiCAD attributes of drawing Only the HiCAD attributes will be transferred, i.e. the attributes that you assigned to the drawing via the Drawing attributes function. File: RM_H_ExportSZN.HDB
HiCAD and HELiOS attributes of drawing Besides the HiCAD attributes of the drawing, the HELiOS master data (if there are any) will also be transferred. File: RM_DB_ExportSzn.HDB
Item data/Head data - Selection
HiCAD attributes of parts Only the HiCAD attributes will be transferred, i.e. the attributes that you assigned to the part via the Part attributes function. File: RM_H_ExportPart.HDB
HiCAD and HELiOS attributes of parts Besides the HiCAD attributes, the HELiOS article attributes (if there are any) will be transferred. File: RM_DB_ExportPart.HDB

Attribute transfer for BOMs from product structures

When generation a BOM from a product structure you have the option to determine which attributes are to be transferred to the Report Manager in the process. This setting can be specified in the Configuration Editor at System settings > HELiOS, where you will find the parameter Attributes for BOM via product structure.

If you have chosen the Only selected attributes setting here, only those attributes will be transferred that are specified in the pv_konfig.dat file.

Settings