Reporting on BOM Quantities

[scottmoyse]

I want to know how many times a Battery or a light is used on a particular project. Specifically so I can order them. Is there any way to automatically extract that quantity information for a given project/product & either export it or generate a purchase order?

it seems like you would have to go to the Where Used tab for that Item, or go to the parent BOM item for that project/product then view the flat BOM, scroll down until you find the item & then manually extract the quantity information then type it into the Purchase Order....?

[jpiggee]

Scott,

Unfortunately you hit the nail on the head so to speak. We do understand that the BOM is lacking some in that automation and are working on giving the BOM a little more oomph to it, so to speak.  

However, one could add a field to the BOM called “quantity”  and manually enter that information, and do a report on that …….

Stay tuned.

[scottmoyse]

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@piggeej wrote:

However, one could add a field to the BOM called “quantity”  and manually enter that information, and do a report on that …….

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Blaaahh!

There's is way too much double entry in PLM at the moment to get what you need. My latest issue is needing two way relationships, but that same info needs to be in the item details as well...

you know I love this product, however, it really does have a long way to go to become more efficient to use. Thanks for getting back to me.

[BiggePLM]

I too am facing this issue?

Two possible functions that could help with this (Although my use case does not require auto generation of project total quantities)

1. Have a flat customizable view like you have for nested. Then you could do something like what Joe indicated with an easier reference to the flatened (summed) quantity for a project. My intent would be to use this for our project manager to authorize the purchase of a quantity of an item in the project BOM. As it stands now I have to switch views back and forth with the flat and nested (Custom view) to do that.

2. Have a item details field that you can put in the BOM View then filter the view to show only those items in the list that match the filter selected (Similar to excel filtering), This would also work in the Flat - Custom view if it existed

I will put these in the Idea Station.

[gasevsm]

Greeting,

BOM quantities are calculated on the fly in the frontend due to aggregation and rollup behavior. Reporting is a backend operation as such doesn't understand or have access to rollups presently.

Neat idea; will need to consider in future to either allow reporting to not only report but have BOM specific understanding or get somehow creative in another direction.

Thanks for bringing it up. This needs some thinking and rearchitecting few modules.

Regards,
--
Martin Gasevski | Product Manager | Autodesk PLM 360

[BiggePLM]

I have put in two suggetions into the Idea Station for these:

http://forums.autodesk.com/t5/PLM-360-IdeaStation/Filter-BOM-View/idi-p/5176995

http://forums.autodesk.com/t5/PLM-360-IdeaStation/BOM-Views-for-Flat-BOM/idi-p/5176987

BD

[jared.sund]

Scott, 

I see the value in the enhancements listed in this thread, however I'm a little confused about your original request.  Purchase orders are generally not PLM functionality, and would commonly be an action that would be performed within an ERP system.  Is my thinking here too rigid about the boundaries between PLM and ERP functionality?

 -Jared