Webinar #19 - BOM revision basics

BOM Revisions
And keeping track of them
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday February, 19th, 2020
© OpenBOM, 2020 (Newman Cloud Inc.) Confidential Information

This webinar is a bit deeper of a dive into the
mechanics of BOM revisions. I will try to keep it
interesting!
This is a “Marketing Free” event!
This webinar is 20 minute or less discussion of Bill of
Materials revisions and one or more methods for managing
BOM revisions.
We may do a live demo….. There will be 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 Part Number is an unambiguous identifier of a particular part design. Its purpose is to simplify reference
to that part. Sometimes called an Item, usually an Item can be a part or assembly.
An Assembly refers to a collection of parts or sub-assemblies generally created in CAD.
A Multi Level BOM is often called an indented BOM or structured BOM. It has assemblies (as BOMs)
represented as sub-levels.
Excel - refers to any spreadsheet program ex. Google sheets or similar.
A Revision is a particular immutable rendition of a single level (usually the top) of a BOM, usually given a
number or letter.
Work In Progress (WIP) an area where all work is in the “latest” state. Revisions are not considered.

Assumptions:
● You have some method for creating revisions of parts. That is, we will not dive into how a part
revision is created here. You may have CAD, or a change control board (CCB), a paper form, or a
simple spreadsheet for assigning Rev….. in this webinar we assume a part revision happens.
● You have a revision scheme… A,B,C… 1,2,3….. Whatever works for you. We use 1,2,3 in this
webinar.
● That “Excel” is any type spreadsheet

What we will cover in this webinar?
1) Basic principles of Revisions?
2) How Revisions appear in the structure?
3) What does a revision process look like?
4) A live demo of managing BOM revisions for top
level and sub-level assemblies.

Globe Skateboards ™ From Webinar #2
Wheel 1
Wheel 2
Wheel 3
Skateboard S100
Screw 1-4
Skateboard
S100
Deck Axle Assy x2
Nut x2
Wheel x2
Wheel Board Axle Screw
Screws x8
Deck

By the end of our discussion today….

Board
Deck
Screw
Axle
Wheel
Nut
Skateboard BOM structureWork In Progress
(Latest, No revisions)

Board
Screw
WIP
Axle
Wheel
Nut
Board
R1
Screw (-)
Rev 1
Axle (NR)
Save Rev
Jack makes a few changes to the Deck and
sets Deck part Rev to 1. He saves a
revision of the Board BOM as Rev 1 (this
could be a “Save As” operation) or
something more sophisticated
Rev 1 of the Board BOM is created with the
structure & revisions shown.
PN REV
Board 1
Deck 1
Screw -
Axle NR
Deck R1Deck

Very important: There is no structure for the Axle sub-assy BECAUSE there is no
Revision of the Axle yet. Rev 1 of the Board is immutable, it cannot contain references
to things which are not yet contained in a Revision.

Board
Deck
Screw
WIP
Axle
Wheel
Nut
Rev 1
Axle R1
Wheel R1
Nut -
Save Rev
PN REV
Board 1
Deck 1
Screw -
Axle 1
Wheel 1
Nut -
Kathy’s sets the Rev for the Nut and the Wheel parts
then Saves Revision 1 of the Axle looks like this.
Axle R1 literally has no parent at this time.

Board
Deck
Screw
BOM
WIP
Axle
Wheel
Nut
Board
R2
Deck R2
Screw -
Rev 2
Axle R1
Wheel R1
Nut -
Save Rev
PN REV
Board 2
Deck 2
Screw -
Axle 1
Wheel 1
Nut -
Finally, Jack makes new hole sizes in the Deck
for R2. Then saves BOM revision as R2 to
capture the Deck AND Axle Revs

Live demo…
● Open SB-5501 Skateboard BOM (Board)
● Review structure
● Set Revision for deck to 1
● Save a revision Rev 1 of the Board
● Show Revision browser
● 400-51 Axle Composed Of
● Set Revision for Wheel to 1, Nut to (-)
● Save Revision of the Axle BOM as Rev 1
● Return to SB-550 (Board)
● Set Deck to 2
● Set Axle to 1
● Save Revision as Rev 2
● Change Quantity of screws to 16
● Save Revision
● Browse revisions to see effects of saving revisions of Board BOM
● Show History of Board

BOM revisions continued reading?
● Watch Webinars #2 and #13, #14 - essentials to an effective BOM (playlist link below)
● 6 Points to consider before managing your next BOM in Excel
https://www.fuseplm.com/6-points-to-consider-before-managing-your-next-bom-in-excel/
● OpenBOM blog http://www.openbom.com/blog
● OpenBOM Key Concepts https://www.youtube.com/watch?v=TQqjjM0x70E
● My Webinar Playlist:
https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
● Nice video by @olegshilovitsky on revisions https://www.youtube.com/watch?v=Gu9X7lWR8fk

Questions?
Please type into the webinar panel or send to support@openbom.com
More information at www.openbom.com

Axle
Screw
Board
Skateboard
S100
Board
Front Axle
Wheel (Left)
Wheel (Right)
Rear Axle
Wheel (Left)
Wheel (Right)
Screw (x4)
Screw (x4)
Wheel
OpenBOM™ Reference-Instance-Quantity Bill of Materials
Qty=4
Qty=1
Qty=1
Qty=1
Qty=1
Qty=1
Qty=1 Qty=4
Qty=1
Instances References

Questions:
1.

Webinar #19 - BOM revision basics

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Webinar #19 - BOM revision basics