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© 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818 ) Hagay Dvir Product Manager

© 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

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Page 1: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOMs in the Cloudwith Autodesk PLM 360 (PL2818)Hagay DvirProduct Manager

Page 2: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Class Content

Introductions …………………………………………. 40 min Class BOM Basics

Getting started ………………………………………. 20 min BOM Modeling Importing a BOM Change Orders and Release Processes

Using the BOM ……………………………………… 20 min Authoring the BOM Downstream uses

Summary and Q&A …………………………………… 10 min

Map It

Build It

Use It™

Page 3: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Introductions

Page 4: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Who Are We?

Hagay Dvir, Product Manager 15 years experience with Enterprise

Systems in general and PLM in particular, mostly in the Manufacturing domain

Kevin Robinson, Product Manager

Page 5: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Who Are You?

BOM Practitioner

PLM Implemetor

Other

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Class Participants

Page 6: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

The Class

The class will focus on the basics of BOM management with Autodesk PLM 360

Due to the broad nature of the subject, we will touch many areas and will stay very shallow

Please jump in with any comprehension questions during the presentation and demo. Due to time constraints, please leave any subject expansion questions to the end of the presentation.

Page 7: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOM Basics

Page 8: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

What Is A Bill Of Materials (BOM)?

Included (examples) Excluded (examples)

• Raw materials• Parts / Assemblies• Consumables• User guides• Packaging

• Manufacturing tools• Manufacturing consumables

PN Name Q UoM5439492-01 ATX Box 1 Each3321929-02 Optical Drive 2 Each2239193-01 Main Board 1 Each1120301-01 2GB Memory Chip 4 Each3329939-01 20cm SATA Cable, class 4 2 Each

Revision?!

A list of everything that needs to be ordered or consumed by the manufacturing facility and that is delivered as part of the Product

Page 9: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Question

When looking at a Bill of Materials for a Car, should I be able to find the transmission gears in the BOM?

Answer

Answer

Page 10: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

End Items?

Made Ordered (must have a PN) Stocked, Shipped

(Manufacturing) Process

Raw Materials

End Items

End Items

Page 11: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

So Is The BOM Simply A List of End Items?The Case for a Nested BOM

Design context Configuration elements Manufacturing planning Procurement Spare Parts

Page 12: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

From Nested BOM To Flat BOM

X X X

X

Page 13: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

An End Item May Also Have a BOM

To make this

Order thisAnd this

Order all these

To make this

Page 14: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Can The Same BOM Have Different Views?

There are some good reasons to do so In Process Assemblies (IPA) that are different from the Design Context Delayed Make/Buy decisions (or different decision for different facilities) Procurement of Kits Spare Parts Catalog Negotiated

delivery from supplier

Page 15: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

A Model For BOM Derivatives

No cross-departmental information may be

stored on the department specific branches!

(so where should geometry go?!)

Page 16: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

A Model For CAD/BOM Alignment

BUT What is this relationship?!

Reusable library of Parts

End Items

Design Representation

Page 17: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

From Custom To Standard Products

Engineer To Order / Low

VolumeConfigure To Order / High

Volume

CAD/BOM LC together

CAD/BOM LC independently

Short design cycles Design & Manufacture Unique Order BOMs CAD / PART 1:1

Long design cycles’ Design, then Manufacture Configured Order BOMs CAD / PART 1:N

Page 18: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOM Modeling Example

Design Rep

End Items (yellow)

Hierarchy (green)

Product

Page 19: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Spare Parts Catalog – A Special Case

Each item in the Spare Parts catalog

is a product

Page 20: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Getting Started With BOMs in PLM 360

Page 21: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOM in PLM 360Demo Snippet

Where is the BOM

Flat BOM vs. Nested BOM

Page 22: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOM SetupDemo Snippet

Define properties for Parts & Assemblies

Include a reference to the Design Representation

Define properties for the BOM

Define BOM Relationships

BOM Essentials Sourcing

Custom Properties

Defining an Item

Defining the BOM

BOM is defined in PLM 360 as a

collection of Items with Hierarchy

1

2

3

4

Page 23: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Getting BOM Data to PLM 360

Author with PLM 360 Import from Excel Import using API (Direct / Middleware)

NOTE: Vault Integration creates a Design Representation of the Vault structure in PLM but does not create a PLM BOM

Page 24: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Import From Excel

Two Step Process Import Items Import Relationships

One Step Process Combine data into a single

import file

BR

AN

CH

ES

&

RE

LAT

ION

SH

IPS

EN

D IT

EM

S

Page 25: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

How The Import File Is Organized

Parent – Child notation Parent object is duplicated One or no child object referenced in each line

Parent Child Parent Properties BOM Properties

Page 26: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Import From ExcelDemo Snippet

Show how to import a Vault exported BOM file into PLM

Show how to auto create the Design Representation links to the Vault Integration items

Page 27: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Revision Controlled Workspaces

Revision Controlle

d

Revisioning

Life Cycle

Management

Parts, Assemblies, Requirements, Documents are all Revision Controlled

They get revised by the Revisioning item (e.g. a Change Order)

Page 28: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Setting Up Lifecycle StatesDemo Snippet

Show how to load the Life Cycle editor

Show how to author states and transitions

Revision Controlled items have LC States

Revisioning items apply the LC States to the Revision Controlled Items

Page 29: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Release ProcessDemo Snippet

Associate a Set of Items to a Change Order

Configurable Change Order approval process

Transition the Change Order to completion

Show the Released Part

Page 30: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Using The BOM

Page 31: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

BOM AuthoringDemo Snippet

Add Parts to a BOM

Discuss the Working revision

Discuss Flat BOM vs. Nested BOM

Page 32: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

SourcingDemo Snippet

Show how to add Sourcing data

Demonstrate price rollups

Page 33: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Downstream UsesDemo Snippet

Show how to associate to a Part in an inspection process

Page 34: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Summary

Page 35: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

What Have We Learned?

Discussed different types of BOM Learned how to map the BOM design to PLM 360 Experienced some of the built-in abilities of PLM 360 to handle BOM

data Hierarchical structure Release process Rollups

Discussed some downstream implications

Page 36: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

What Next?

Questions Connect

Learn MoreComments & Requests

• Join me at the Lounge 1:30 to 3:30 PM

[email protected] • Discussion Groups• WIKI Help

• Facebook

• Twitter @AutodeskPLM360

• PLM TV on YouTube

Page 37: © 2012 Autodesk BOMs in the Cloud with Autodesk PLM 360 (PL2818)PL2818 Hagay Dvir Product Manager

© 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.