This is a slide deck for the webinar about managing a single source of truth about product information using the OpenBOM reference-instance model

1. Use and Re-use
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
September 9, 2020
© OpenBOM, 2020 (Newman Cloud Inc.)
OpenBOM as your Single Source of Truth

2. Webinar basics
You are all muted
Please type questions in the chat window or send to support@openbom.com
We will publish a video recording following the event
I will share this deck with the playback.
This is meant to be a casual event….. And maximise use of time
© OpenBOM, 2020 (Newman Cloud Inc.)

3. About this webinar…..
The purpose of this webinar is to get you thinking about OpenBOM as the abitur
of truth; a single source of info for a discrete item, an alternative to never ending
(multiple) updates of Excel. At the end you will be able to organize your BOM(s) to
reuse common items.
Lately I’ve been avoiding a lot of preparation for these webinars, choosing to take
questions as we go and do them live…. So here we go! If we don’t cover anything
please email me at support@openbom.com.

4. Definitions:
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.
Catalog: A list of Items in OpenBOM used by your company to make your products. Often
called a Classification or Inventory or an Item Master, this is a list of parts and sub-assemblies
and associated information needed to put your final product together.
A Item (a Part or Assembly) is generally defined as a thing in your BOM or Catalog.
Order BOM: Often called a Planning BOM this is where order calculations are done in in
preparation to create Purchase Orders
© OpenBOM, 2020 (Newman Cloud Inc.)

5. Lessons
Lesson #1 - Let’s make a BOM of parts? (two skateboards, 4 and 6 wheel
variants)
Lesson #2 - Creating an “instance” of common and uncommon items (in a
Catalog)
Lesson #3 - (Re)using items(s) in a BOM
Lesson #4 - Controlling how/when BOMs update
Lesson #5 - Driving updates down through purchasing
© OpenBOM, 2020 (Newman Cloud Inc.)

6. Live session….Lesson #1 Let’s make a BOM
1. Open dashboard
2. Import the W29-SB-100
3. What do we have?
4. A BOM, fully self self contained
5. What if we have another variant, the
101?
6. Import 101 and discuss the two
BOMs
7. Some common parts, some unique
(the deck)
8. They do NOT know anything about
each other!!
9. Change the Cost of the screw in the
100, will not change in 101. They are
not related!
© OpenBOM, 2020 (Newman Cloud Inc.)

7. Part Number Cost Description Manufacturer Image
00060 2.00 Wheel ABC Skate
Catalog (Skateboard PARTS)
Part Number Quantity
00060 4
BOM1 (A Skateboard)
OpenBOM: Reference-Instance
Copyright © Newman Cloud Inc, 2019
Instance-reference link
Instance (BOM) properties Reference (Catalog) properties

8. Part Number Cost Description Manufacturer Image
00060 $2.00 Wheel ABC Skate
Catalog (CAT1 213)
Part Number Quantity
00060 4
BOM1 (Std Skateboard)
Part Number Quantity
00060 6
BOM2 (Extra Long Skateboard)
Part Number
BOM properties
Catalog properties
OpenBOM: Catalog & BOMs
Copyright © Newman Cloud Inc, 2019

9. Cost Description Manufacturer Image
$2.00 Wheel ABC Skate
Part Number Quantity
00060 4
BOM1 (Std Skateboard)
Part Number Quantity
00060 6
BOM2 (Extra Long Skateboard)
Part Number
BOM properties
Catalog properties
OpenBOM: A line in the BOM
Copyright © Newman Cloud Inc, 2019
Cost Description Manufacturer Image
$2.00 Wheel ABC Skate

10. Live session….Lesson #2 - Now let's try again
using Reference-Instance method
1. So we have some BOMs we want to
make them more versatile by
Referencing the item Instances to
Catalogs of the common items.
2. Let’s go back to the original Excel
BOMs and import them (again) but for
use as a Catalog of items
3. Import the W29-100 to a Catalog
4. Remove columns which don’t make
sense as a Reference like Total Cost
5. Note that Quantity on Hand was added
6. Rename the Catalog to SB Items
7. Start thinking of this Catalog as the list
of all items that go into your products
(BOMs)
8. Were not going to get clever here… but
Catalog this is now a full citizen of
OpenBOM and can add formulas,
vendors, QOH, etc
9. Now import the W29-SB-101 and
watch how new items are appended
and duplicates are Merged into the
Catalog
10. Remove the Total Cost column again
11. Let’s Setup the Vendors
12. Our Catalog is looking good
© OpenBOM, 2020 (Newman Cloud Inc.)

11. Live session….Lesson #3 Let’s wire up the old BOMs
to the new Catalog
1. Now we are ready to “enable” the
reference-instance model in our two BOMs.
2. Open the 100 BOM
3. Review the BOM, , note that all properties are
still Instance (that is, no reference to a
Catalog)
4. Connect the Catalog
5. Review the message, continue
6. Review the BOM, note that properties P/N and
Quantity are Instance, all others are coming for
the Catalog (Reference) - Note [brackets]
7. Let’s make Total Cost a formula
8. Do the same above for the 101 BOM
9. Now we have two BOMs each with their own
variations but referencing the common items
(Catalog)
10. Change the price of the screw. See it updates
in both BOMs.
11. Both BOMs are have live references to the
data
12. Create a -102 and add a few Items
© OpenBOM, 2020 (Newman Cloud Inc.)
*Compare to slide 6

12. Skateboard
SB-102
Axle
Screw
Board
Board
Front Axle
Wheel (Left)
Wheel (Right)
Rear Axle
Wheel (Left)
Wheel (Right)
Screw (x4)
Screw (x4)
Wheel
OpenBOM™ Reference-Instance & Quantity
Qty=4
Qty=1
Qty=1
Qty=1
Qty=1
Qty=1
Qty=1 Qty=4
Qty=1
Instances References
© OpenBOM, 2020 (Newman Cloud Inc.) Confidential Information
Skateboard
SB-101
Skateboard
SB-100

13. Live session….Lesson #4 Using “Revisions”to control
when a BOM updates
1. So now as our products mature and we are
ready to go to production, the -100 is ready.
2. We have all the items defined
3. Save new revision of -100 it as REV 1
a. Create an Order BOM for 25 units
b. Create POs
c. Export PDF
d. Release Order BOM to update QOH
e. Send PO to Vendor
f. There is a video blog on Orders and
PO’s (link)
4. Go to the Catalog, change cost of 5401 to $20
5. Note it updates in Latest but not REV 1
6. Change cost of Screw
7. Note is updates in -100 (latest) and the -101
8. So, by creating a Revision, we FREEZE all the
properties and values at that moment in time.
© OpenBOM, 2020 (Newman Cloud Inc.)

14. Review...

15. Create a BOM, do not
manage catalog(s)
Good for flat part lists, one time
export from CAD systems and
simple reports.
Create a BOM, later
connect catalog (s)
Good for starting to work with BOM
and migrating to reference/instance
model
Create catalog with
Items and then create
BOM for Assemblies
The most comprehensive scenario
of work. Organize references first,
then manage to create a BOM for
assemblies
Model 3:
Pros: Easy to start and manage data
Cons: Redundancies for part data
Pros: Easy to start with BOM first.
Cons:Possible data restructuring
between BOM and Catalos
Pros: Clean reference/instance model,
no redundancy
Cons: Requires some upfront thinking
OpenBOM™ - Data Management Best Practices
Model 2:
Model 1:
Copyright © Newman Cloud Inc, 2020

16. A
A1 A2 P1
P2 A3 P1
12
1 1 5
10
P1
2
P1P3 P4
611
© OpenBOM, 2020 (Newman Cloud Inc.) Confidential Information
BOM
BOM
Top-Level BOM
BOM
Catalog
Part Number Type Description
A BOM Skateboard
A1 BOM Board
A2 BOM Axle Assy
A3 BOM Wheel
P1 Part Screw
P2 Part Top
P3 Part Wheel
P4 Part Axle
Part Number Quantity
A1 2
A2 1
P1 10
P1 2
BOM: A
Part
Number
Quantity
P2 1
Part
Number
Quantity
A3 1
P1 5
BOM: A2
BOM: A1
Part
Number
Quantity
P1 6
P3 1
P4 1
BOM: A3
BOM

17. References
Google drive demo BOMs (-100, -101):
https://docs.google.com/spreadsheets/d/1xCh5klxEFsi8WFr9h3lu_f8-kqrRWgrFzQRG7baR78c/edit?usp=sharing
https://docs.google.com/spreadsheets/d/15ItPt8CWAKpaGYpDrZ-OncXeCNq__mH-uRKu5KxOFmA/edit?usp=sharing
OpenBOM Webinars https://help.openbom.com/webinars/
OpenBOM Basics https://help.openbom.com/get-started/understand-openbom/
OpenBOM Help https://help.openbom.com/ - a great place to start
OpenBOM Data Management https://help.openbom.com/data-management/
© OpenBOM, 2020 (Newman Cloud Inc.)

18. Questions / comments ?
Please send to support@openbom.com or use the Support feature in OpenBOM
© OpenBOM, 2020 (Newman Cloud Inc.)