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dbolden1-Visitor
1-Visitor
February 10, 2016
Solved

Changing BOM to be in order of assembly

  • February 10, 2016
  • 7 replies
  • 22183 views

I would like my BOM to reflect the order in which I assembled the components in my model.  How do I do this? 

    Best answer by cgorni

    To close this community thread on Changing BOM to be in order of assembly

     

    Summary of the exchanges and list of solutions:

    • Repeat regions are not following the Assembly tree order if its attributes are set to No Duplicates
      • You can go to the Table tab, Repeat Region > Attributes and set Duplicates or No Dup/Level if this solution is acceptable (eg global quantity is not mandatory), as suggested by the article CS23600
    • Some alternate methods:
      • You can Fix Index per Record in the repeat region as suggested in different replies, and highlighted in article CS23196. You may need to Unfix all records first.
      • You may create your own component parameter in the assembly and manually input its value for each one, then use it as index to sort the repeat region, see article CS51354

    7 replies

    S
    23-Emerald III
    StephenW23-Emerald III
    23-Emerald III
    February 10, 2016

    Remove the sort order.

    Go to the table table tab, repeat region, sort regions, (choose the table),  clear all

    Default sort is assembled order, I think.

      D
      dbolden1-VisitorAuthor
      1-Visitor
      February 10, 2016

      My Clear All is greyed out.

      The only way to choose the table is to pick a corner.  It seems to grab the entire table and moves to the next list of options.  I tried picking the table from the feature tree but it does not recognize that.  Once I pick the table itself it gives me:  Add, Edit, Show.  Clear is greyed out.

      S
      23-Emerald III
      StephenW23-Emerald III
      23-Emerald III
      February 10, 2016

      If Clear All is grayed out, it means you don't have a sort order defined in your BOM table. You can verify this by selecting SHOW in the same menu and it should come up say in the message bar "No sorting keys are specified for this region."

      You may want to try adding a sort region, make sure the table actually does sort by that column and then remove it and see if it sorts in to assembly order.

      And as Krystal pointed out, you can always fix each item to a specific item # using fix index, which I like to do anyway because it eliminates reordering if you add something to your assembly.

      How is it sorting currently?

      M
      MartinHanak24-Ruby III
      24-Ruby III
      February 10, 2016

      Hi,

      do you output a BOM in Assembly mode or in Drawing mode ? Please describe steps to produce BOM.

      MH

      D
      dbolden1-VisitorAuthor
      1-Visitor
      February 10, 2016

      I select Table from File,  select the BOM template we have set up and drop on drawing face.  This is all being done on the drawing level.

      M
      MartinHanak24-Ruby III
      24-Ruby III
      February 10, 2016

      Hi,

      please prepare some test data (assembly, 2 parts, assembly drawing) and upload them. Use How to attach file when you Reply to a discussion. procedure.

      MH

      R
      RonSt.Pierre12-Amethyst
      12-Amethyst
      February 10, 2016

      Perhaps this will help

      Fast Facts! Quick Tips for Using PTC Creo - Drawings Part 3

      K
      kmitchell1-Visitor
      1-Visitor
      February 10, 2016

      Using the fix index method does not take long to do.  You can fix the indices of all 40+ parts in one execution of this command. 

      (Disclaimer:  If you are not familiar with this operation, be sure to read your message lines as you perform the operation.  After you assign your first item, you are prompted for the next assignment.  If you automatically hit enter twice, you will need to execute the operation again.)

      If the model tree is showing on the left, I believe you can use the model tree to assign/select indices order.  (Sorry, I don't have Creo open to verify.)  I believe you can also select components in drawing views.  If so, query select may be required for sub-assembly component selection.

      Personally, eliminating automatic reordering of parts, as Stephen stated, always makes it worth the small amount of time to perform this task.

      T
      TomD.inPDX17-Peridot
      17-Peridot
      February 11, 2016

      Can I pose the question as to what you do on the BOM when the same screw is used at different steps.

      Now you have to duplicate the entry and manually manipulate the quantities?

      In general, this is not a recommended direction for BOM generation. 

      S
      Sourabh_G1-Visitor
      1-Visitor
      June 21, 2021

      You can follow this steps for sorting the BOM table as per assembly model tree-

       

      1) You have inserted BOM table in drawing sheet.

      2) Click on Repeat Region from ribbon

      3) Click on Attributes from menu and select BOM  table inserted in the sheet

      4) Click on No Dup/Level from menu

      5) Click on Start index from menu

      6) Click on Bln by Comp from menu

      7) Click on Done/Return

        C
        cgorni16-PearlAnswer
        16-Pearl
        December 22, 2021

        To close this community thread on Changing BOM to be in order of assembly

         

        Summary of the exchanges and list of solutions:

        • Repeat regions are not following the Assembly tree order if its attributes are set to No Duplicates
          • You can go to the Table tab, Repeat Region > Attributes and set Duplicates or No Dup/Level if this solution is acceptable (eg global quantity is not mandatory), as suggested by the article CS23600
        • Some alternate methods:
          • You can Fix Index per Record in the repeat region as suggested in different replies, and highlighted in article CS23196. You may need to Unfix all records first.
          • You may create your own component parameter in the assembly and manually input its value for each one, then use it as index to sort the repeat region, see article CS51354
          M
          MagTarget4-Participant
          4-Participant
          September 1, 2023

          Thanks for the nice summary!

          FYI, I created an enhancement request to have BOM sorted in order of assembly (by 1st instance of each component).

          If you like the idea please up-vote:

          https://community.ptc.com/t5/Creo-Parametric-Ideas/Sort-drawing-BOM-to-be-in-order-of-assembly-by-1st-instance-of/idi-p/897771

           

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