Excel Bill of Materials Bom Template

Active Sensing, Inc. Visit us at www.BuyPLM.com

18-Jul-2007

Template column Function or usage

Parent assembly to be specified by BOM author

Parent assembly should not need to change contents of these cells

Child items these are common item properties shared by all assemblies

Assembly details these values may be unique for this assembly

Source items these supplier source items are related to child items, and independent of assembly details

Source items do not change contents of these cells

Find Item locator on assembly drawing, so that assembly drawing does not have to maintain actual part number

Owner Company responsible for creating or specifying the capabilities and performance of applied item (usually the assembly owner, or "home" organization)

Type Classification of the item, typically with a unique set of business rules

Number Item identifier, typically corresponding to an inventory location

Revision Data record iteration; best practice is that physical items do not have revisions, but their data records may

Description Summarizes the major characteristics of item

Quantity Number of units required for current assembly

Units Units of measure

RefDes Identifies the schematic and/or physical location a single instance of a child item

Supplier Company responsible for creating or specifying the capabilities and performance of supplied item (the "partner" organization)

Identifier Supplier's part number

UnitCost Cost of a single unit in same Units as child item

Extended Cost of a single unit, multiplied by the Quantity

Note:

Some of the risks of using Excel:

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Excel is a very cheap solution that could easily cost you a lot of money in time & errors.

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.

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.

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.

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).

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?).

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?

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).

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.

Keep good records. There is no audit trail to identify why or when a change was made, or who authorized it.

Review and enforce business rules, such as item numbering and data revisioning, change approval authority, and using approved suppliers.

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.

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

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7 Instant information about each item's release status and lifecycle

8 Unlimited supplier sources with preferred rank

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10 Data export for supply chain data exchange

11 A full audit trail of all changes

automatic application of each child item's current revision to existing BOMs; the released assembly always shows the latest released child item revision

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

Design, production and acceptance files attached directly to database items, for immediate viewing by engineers, quality personnel and supply chain managers

You can download a free, fully-functional evaluation of PDXpert PLM now. Visit us at www.BuyPLM.com

Company responsible for creating or specifying the capabilities and performance of applied item (usually the assembly owner, or "home" organization)

Company responsible for creating or specifying the capabilities and performance of supplied item (the "partner" organization)

BuyPLM.com YourCompany Assembly

Find Owner Type Number Revision Description

1 YourCompany

2 YourCompany

3 YourCompany

4 YourCompany

5 YourCompany

6 YourCompany

7 YourCompany

8 YourCompany

9 YourCompany

10 YourCompany

11 YourCompany

12 YourCompany

13 YourCompany

14 YourCompany

15 YourCompany

16 YourCompany

17 YourCompany

18 YourCompany

19 YourCompany

20 YourCompany

21 YourCompany

22 YourCompany

23 YourCompany

24 YourCompany

25 YourCompany

26 YourCompany

27 YourCompany

28 YourCompany

29 YourCompany

30 YourCompany

31 YourCompany

32 YourCompany

33 YourCompany

34 YourCompany

35 YourCompany

36 YourCompany

37 YourCompany

38 YourCompany

39 YourCompany

40 YourCompany

41 YourCompany

42 YourCompany

43 YourCompany

44 YourCompany

45 YourCompany

46 YourCompany

47 YourCompany

48 YourCompany

49 YourCompany

50 YourCompany

1 each Source Total cost:

Quantity Units RefDes Supplier Identifier UnitCost

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000 each 0.0000

0.0000

Extended

0.0000

0.0000

0.0000

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0.0000

BuyPLM.com XYZ Co. Assembly 102256 A Assembly, PCB, LED with drivers 1 each

Find Owner Type Number Revision Description Quantity Units

1 XYZ Co. PCB 100010 C Printed circuit board, LED driver 1.0000 each

2 XYZ Co. Solidstate 100022 A Diode, light-emitting, red, 20mA, T-1 3/4 6.0000 each

3 XYZ Co. Solidstate 100231 A Transisitor, NPN, 2N2222A 6.0000 each

4 XYZ Co. Passive 100176 A Resistor, 120 ohm, 5%, 0.25W 6.0000 each

5 XYZ Co. Passive 100149 A Capacitor, 10 uF, 15WVDC 1.0000 each

6 XYZ Co. 0.0000 each













































Source Total cost: 2.7780

RefDes Supplier Identifier UnitCost Extended

BestPCB Co. 23-00918-A-2 1.2300 1.2300

L1-L6 LEDex 761992.245 0.0720 0.4320

Q1-Q6 XistorFactory 2N2222A 0.1400 0.8400

R1-R6 PassiveStuff 876-0050-121 0.0250 0.1500

C1 PassiveStuff 962-0015-106 0.1260 0.1260

0.0000 0.0000

0.0000 0.0000

0.0000 0.0000

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Documents

Excel Bill of Materials Bom Template