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Sharing your BOM
Who gets what?
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday December 18th, 2019
© OpenBOM, 2019 (Newman Cloud Inc.)
This webinar is NOT a deep dive BOM or
Manufacturing theory.
This is a “Marketing Free” event!
This webinar is 30 minute or less discussion and presentation
of a sample company - who gets what BOM data in the
company?
We will do a live demo….. With Q&A
© OpenBOM, 2019 (Newman Cloud Inc.)
Definitions: (typical)
A Bill of Materials is a list of the raw materials, sub-assemblies, intermediate assemblies,
sub-components, parts, and the quantities of each needed to manufacture an end product.
A Catalog is a list of parts used by your company to make your products. Often called an INventory or an
Item Master, its a list of parts and sub-assemblies needed to put your final product together.
A Part Number is an unambiguous identifier of a particular part design. Its purpose is to simplify reference
to that part.
A Role is a name describing a particular persona or responsibility within the company (ex. Engineer)
A View is a lense or filter by which a particular Role sees the data (the BOM) through
© OpenBOM, 2018 (Newman Cloud Inc.)
Who needs what?
Engineers Production plannerDesigner Suppliers Contract manufacturer
Bill of Materials
What is a Bill of Materials? Our definition from Webinar #13
A list of all materials, information and
quantities required in a process.
© OpenBOM, 2019 (Newman Cloud Inc.)
The essential BOM from Webinar #12
We need the two things: Item Master (Catalog) and Usage (PN & Qty)
Part
Number
Quantity Image Descri
ption
Cost Color Size Material Manufact
urer
Vendor
100
4 Wheel $2 White 2” Plastic ZWheels Malibu
Skate
200
1 Deck $3 Brown 36” Wood Tony
Hawk
Malibu
Skate
300
2 Axle $3 N/A 8” Aluminum Cal
Skate
Malibu
Skate
400
8 Screw $0.3 Black ¼”x1” Steel N/A Graing
er
© OpenBOM, 2019 (Newman Cloud Inc.)
© OpenBOM, 2019 (Newman Cloud Inc.)
Validate Item
Master
Create BOM
Structure
Vendors and
Materials
Purchasing
and Sourcing
Manufacturing Assembly
Test, Valid,
Doc
Shipment
Stockroom / Inventory Manager
O Receiving clerk
O Quickbooks/Accounting person
→ Catalog, RW
Engineer / Designer
O Extract from CAD
O Construct in Excel
→ BOM, RW
Manufacturing Engineer
or Planner
O Manage Vendor List
O Spec materials
→ BOM, RW
SLM Manager
O Accounting / PO person
→ BOM, RO, SLM View
(Views of data in next
webinar)
Machine Operators
O Internal / Shop floor
O External / Sub-cons
→ BOM, RO, MFG View
Assembly line managers
O Shop floor
O Pick N Place programmers
→ BOM, RO
Quality Control
O CMM Operator
O QA Team
O Tech pubs
→ BOM, RO
So Who’s Who in the process? from Webinar #14
O Sales
O Billing
O Accounting
O Inventory manager
→ Catalog, RO
© OpenBOM, 2019 (Newman Cloud Inc.)
These Roles require very
different sets of data and
permissions
Q. How do we present meaningful information to specific Roles?
Part
Number
Description Qty MPN Supplier Catalog
Number
Unit Price
(USD)
Service
instruction
P-20-3 Cover 1 2223 ABC 333-2334 9.4 Doc link
P-20-4 Screw 10 233 Direct 121-3444 0.5 2323.pdf
P-20-5 Pump 2 244 McMaster 992823 3.55 34.pdf
View only
Edit
Engineering
Procurement
Maintenance
Bill of Materials Share…
Rather than copying - start thinking about slicing the single BOM
Part
Number
Description QTY Link to some PDF file Cost Lead
Time
MFG
CODE
CAD file
00-100 Base deck 1 Base.pdf 17.34 1 week CNC Link
00-300 Truck 1 TruckAssy.pdf 8.22 2 weeks CNC Link
00-400 Nut 6 0.11 Link
00-500 Screw 6 0.22 Link
00-200 Heavy duty wheel 4 Wheel.sldprt 4.33 1 week W939 Link
View = Supplier
Filter
MFG CODE = CNC
Data shared with
supplier
View = Engineer
Chris
John
Hannah
Jane
Part
Number
Description QTY PDF file Cost Lead
Time
Supplier CAD file
00-100 Base deck 1 Base.sldprt 17.34 1 week ABC Link
00-300 Truck 1 TruckAssy.sldasm 8.22 2 weeks ABC Link
00-400 Nut 6 0.11 Link
00-500 Screw 6 0.22 Link
00-200 Heavy duty wheel 4 Wheel.sldprt 4.33 1 week W939 Link
Chris Steve
Part
Number
Description QTY PDF file Material Lead
Time
00-100 Base deck 1 Base.sldprt Wood 1 week
00-300 Truck 1 TruckAssy.sldasm Alum 2 weeks
Engineering view
JohnJoeCNC Manufacturer view
© OpenBOM, 2019 (Newman Cloud Inc.)
© OpenBOM, 2019 (Newman Cloud Inc.)
Live demo…
Open Longboard BOM
https://bom.openbom.com/spreadsheet/bom/abcb6791-2c40-4478-8b67-912c402478e7?viewMode=m
ultiple
Review the BOM properties, Catalog, etc
1) Look At Engineering View - MOST PROPERTIES ARE ON
a) No lead time or Vendor
2) Open Supply Line Manager View
a) It needs Vendor, so add it, set to Read Only
3) Create a View for the CNC Vendor
a) Call it CNC Vendor
b) Set MFG Type to CNC
c) Make Read Only
d) Goto Team admin and set stevehess+subcon to by View “CNC Subcon”
4) FInally edit the Inspection QA View to add access to CAD
© OpenBOM, 2019 (Newman Cloud Inc.)
© OpenBOM, 2019 (Newman Cloud Inc.)
Closing thoughts of Who gets What in your BOM process?
● Watch Webinars #2 and #13, #14 - essentials to an effective BOM
● Using your list from Webinar #14 identify the Roles
● For each Role - Create the list of Properties they need see and their access
(RO/RW)
● Open your BOM and Create Views for each Role, set permission, save view
● Add Roles (emails) to your Team or share the BOM
References
OpenBOM blog http://www.openbom.com/blog
Five steps to good BOM practices -
https://www.manufacturing.net/operations/article/13228742/five-steps-to-ensure-good-bom-management-and-streamlined-product-dev
elopment
OpenBOM Key Concepts https://www.youtube.com/watch?v=TQqjjM0x70E
OpenBOM Team Sharing - http://www.openbom.com/blog/openbom-101-automatic-team-sharing
My Webinar Playlist: https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
Webinar #2 - Create a well organized BOM
https://www.youtube.com/watch?v=GCf2AN2QOiE&list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
© OpenBOM, 2019 (Newman Cloud Inc.)
Questions?
Please type into the webinar panel or send to support@openbom.com
More information at www.openbom.com
© OpenBOM, 2019 (Newman Cloud Inc.)
© OpenBOM, 2019 (Newman Cloud Inc.)

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Webinar #15 - Sharing Your Bill of Materials, Who Gets What

  • 1. Sharing your BOM Who gets what? Steve Hess Director of User Experience, OpenBOM stevehess@openbom.com Wednesday December 18th, 2019 © OpenBOM, 2019 (Newman Cloud Inc.)
  • 2. This webinar is NOT a deep dive BOM or Manufacturing theory. This is a “Marketing Free” event! This webinar is 30 minute or less discussion and presentation of a sample company - who gets what BOM data in the company? We will do a live demo….. With Q&A © OpenBOM, 2019 (Newman Cloud Inc.)
  • 3. Definitions: (typical) A Bill of Materials is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts, and the quantities of each needed to manufacture an end product. A Catalog is a list of parts used by your company to make your products. Often called an INventory or an Item Master, its a list of parts and sub-assemblies needed to put your final product together. A Part Number is an unambiguous identifier of a particular part design. Its purpose is to simplify reference to that part. A Role is a name describing a particular persona or responsibility within the company (ex. Engineer) A View is a lense or filter by which a particular Role sees the data (the BOM) through © OpenBOM, 2018 (Newman Cloud Inc.)
  • 4. Who needs what? Engineers Production plannerDesigner Suppliers Contract manufacturer Bill of Materials
  • 5. What is a Bill of Materials? Our definition from Webinar #13 A list of all materials, information and quantities required in a process. © OpenBOM, 2019 (Newman Cloud Inc.)
  • 6. The essential BOM from Webinar #12 We need the two things: Item Master (Catalog) and Usage (PN & Qty) Part Number Quantity Image Descri ption Cost Color Size Material Manufact urer Vendor 100 4 Wheel $2 White 2” Plastic ZWheels Malibu Skate 200 1 Deck $3 Brown 36” Wood Tony Hawk Malibu Skate 300 2 Axle $3 N/A 8” Aluminum Cal Skate Malibu Skate 400 8 Screw $0.3 Black ¼”x1” Steel N/A Graing er © OpenBOM, 2019 (Newman Cloud Inc.)
  • 7. © OpenBOM, 2019 (Newman Cloud Inc.) Validate Item Master Create BOM Structure Vendors and Materials Purchasing and Sourcing Manufacturing Assembly Test, Valid, Doc Shipment Stockroom / Inventory Manager O Receiving clerk O Quickbooks/Accounting person → Catalog, RW Engineer / Designer O Extract from CAD O Construct in Excel → BOM, RW Manufacturing Engineer or Planner O Manage Vendor List O Spec materials → BOM, RW SLM Manager O Accounting / PO person → BOM, RO, SLM View (Views of data in next webinar) Machine Operators O Internal / Shop floor O External / Sub-cons → BOM, RO, MFG View Assembly line managers O Shop floor O Pick N Place programmers → BOM, RO Quality Control O CMM Operator O QA Team O Tech pubs → BOM, RO So Who’s Who in the process? from Webinar #14 O Sales O Billing O Accounting O Inventory manager → Catalog, RO
  • 8. © OpenBOM, 2019 (Newman Cloud Inc.) These Roles require very different sets of data and permissions Q. How do we present meaningful information to specific Roles?
  • 9. Part Number Description Qty MPN Supplier Catalog Number Unit Price (USD) Service instruction P-20-3 Cover 1 2223 ABC 333-2334 9.4 Doc link P-20-4 Screw 10 233 Direct 121-3444 0.5 2323.pdf P-20-5 Pump 2 244 McMaster 992823 3.55 34.pdf View only Edit Engineering Procurement Maintenance Bill of Materials Share… Rather than copying - start thinking about slicing the single BOM
  • 10. Part Number Description QTY Link to some PDF file Cost Lead Time MFG CODE CAD file 00-100 Base deck 1 Base.pdf 17.34 1 week CNC Link 00-300 Truck 1 TruckAssy.pdf 8.22 2 weeks CNC Link 00-400 Nut 6 0.11 Link 00-500 Screw 6 0.22 Link 00-200 Heavy duty wheel 4 Wheel.sldprt 4.33 1 week W939 Link View = Supplier Filter MFG CODE = CNC Data shared with supplier View = Engineer Chris John Hannah Jane
  • 11. Part Number Description QTY PDF file Cost Lead Time Supplier CAD file 00-100 Base deck 1 Base.sldprt 17.34 1 week ABC Link 00-300 Truck 1 TruckAssy.sldasm 8.22 2 weeks ABC Link 00-400 Nut 6 0.11 Link 00-500 Screw 6 0.22 Link 00-200 Heavy duty wheel 4 Wheel.sldprt 4.33 1 week W939 Link Chris Steve Part Number Description QTY PDF file Material Lead Time 00-100 Base deck 1 Base.sldprt Wood 1 week 00-300 Truck 1 TruckAssy.sldasm Alum 2 weeks Engineering view JohnJoeCNC Manufacturer view
  • 12. © OpenBOM, 2019 (Newman Cloud Inc.)
  • 13. © OpenBOM, 2019 (Newman Cloud Inc.)
  • 14. Live demo… Open Longboard BOM https://bom.openbom.com/spreadsheet/bom/abcb6791-2c40-4478-8b67-912c402478e7?viewMode=m ultiple Review the BOM properties, Catalog, etc 1) Look At Engineering View - MOST PROPERTIES ARE ON a) No lead time or Vendor 2) Open Supply Line Manager View a) It needs Vendor, so add it, set to Read Only 3) Create a View for the CNC Vendor a) Call it CNC Vendor b) Set MFG Type to CNC c) Make Read Only d) Goto Team admin and set stevehess+subcon to by View “CNC Subcon” 4) FInally edit the Inspection QA View to add access to CAD © OpenBOM, 2019 (Newman Cloud Inc.)
  • 15. © OpenBOM, 2019 (Newman Cloud Inc.) Closing thoughts of Who gets What in your BOM process? ● Watch Webinars #2 and #13, #14 - essentials to an effective BOM ● Using your list from Webinar #14 identify the Roles ● For each Role - Create the list of Properties they need see and their access (RO/RW) ● Open your BOM and Create Views for each Role, set permission, save view ● Add Roles (emails) to your Team or share the BOM
  • 16. References OpenBOM blog http://www.openbom.com/blog Five steps to good BOM practices - https://www.manufacturing.net/operations/article/13228742/five-steps-to-ensure-good-bom-management-and-streamlined-product-dev elopment OpenBOM Key Concepts https://www.youtube.com/watch?v=TQqjjM0x70E OpenBOM Team Sharing - http://www.openbom.com/blog/openbom-101-automatic-team-sharing My Webinar Playlist: https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3 Webinar #2 - Create a well organized BOM https://www.youtube.com/watch?v=GCf2AN2QOiE&list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3 © OpenBOM, 2019 (Newman Cloud Inc.)
  • 17. Questions? Please type into the webinar panel or send to support@openbom.com More information at www.openbom.com © OpenBOM, 2019 (Newman Cloud Inc.)
  • 18. © OpenBOM, 2019 (Newman Cloud Inc.)