BOM Comparison

The view where all data is displayed overlayed on top of one another on screen.

The BOM comparison screen is where you will ultimately spend most of your time

BOM row updates

BOM row updates can occur in the primary or secondary Data Source and is influenced by your settings for:

• Property Mappings

• Rules

BOM row updates are also influenced by whether the PROCESS checkbox is checked or unchecked. You can use the context menu of any given row's PROCESS cell to bulk check/uncheck the PROCESS checkbox of related rows and children rows.

Primary Source updates

When updating BOM rows the following table illustrates how updates occur at the primary source.

A primary source is typically a CAD or PDM or PLM system. For primary sources, quantity values are typically not updated.

Using the default color scheme for BOM comparison, you can expect the following results:

Process Row	Row Background	Item Creation	Bom Structure	Quantity	Item Properties	Routings	Derivatives
☑️	⬜ White	N/A	Unchanged	Unchanged	Updated	N/A	N/A
☑️	🟩 Green	N/A	Unchanged	Unchanged	Updated	N/A	N/A
☑️	🟨 Yellow	N/A	Unchanged	Unchanged	Updated	N/A	N/A
☑️	🟥 Red	N/A	Unchanged	Unchanged	Ignored	N/A	N/A
	⬜ White	N/A	Unchanged	Unchanged	Ignored	N/A	N/A
	🟩 Green	N/A	Unchanged	Unchanged	Ignored	N/A	N/A
	🟨 Yellow	N/A	Unchanged	Unchanged	Ignored	N/A	N/A
	🟥 Red	N/A	Unchanged	Unchanged	Ignored	N/A	N/A

Secondary Source updates

When updating BOM rows the following table illustrates how updates occur at the secondary source.

A secondary source is typically an ERP or PLM system. For secondary sources, quantity values are typically updated to reflect the quantities of the primary source.

Using the default color scheme for BOM comparison, you can expect the following results:

Process Row	Row Background	Item Creation	Bom Structure	Quantity	Item Properties	Routings	Derivatives
☑️	⬜ White		Unchanged	Updated	Updated	Updated	Processed
☑️	🟩 Green	Created	Linked To Parent	Updated	Updated	Updated	Processed
☑️	🟨 Yellow		Linked To Parent	Updated	Updated	Updated	Processed
☑️	🟥 Red		Unlinked From Parent + Children Ignored	Ignored	Ignored	Ignored	Ignored
	⬜ White		Unchanged	Ignored	Ignored	Ignored	Ignored
	🟩 Green	Not Created	Not Linked To Parent	Ignored	Ignored	Ignored	Ignored
	🟨 Yellow		Not Linked To Parent	Ignored	Ignored	Ignored	Ignored
	🟥 Red		Link To Parent Kept + Children Ignored	Ignored	Ignored	Ignored	Ignored

BOM Comparison Legend

Color scheme	Description
	Blue border - DS1 and DS2 values are different. Without user modifications
	Blue & green border - DS1 and DS2 values are different. With user modifications
	Green border - DS1 and DS2 values are identical. With user modifications
	Orange border - Value did not pass display mapping rule (Warning)
	Red border - Value did not pass display mapping rule (Error)
	Red background - Component is missing from the DS1 BOM. Will be unlinked from the DS2 BOM
	Orange background - Component is present in DS2. Will be linked to the corresponding DS2 BOM
	Green background - Component is missing from DS2. Will be added to DS2 and linked to the corresponding BOM
	Blue background- Row line type is drawing used to configure drawing types derivatives

If you ever find yourself in the need to review this information, click the Legend button at the bottom of the BOM Comparison screen

These colors are modifiable under then User Settings

BOM Submittal Statuses

When submitting a Bill of Materials (BOM), the BOM runs through a number of stages. You can hover over the dot of the BOM to understand it's status before submittal and after submittal.

Hovering over a dot will show the status

Below is a table listing common statuses

Dot	Dot color	Explanation
	Light Gray	Bill of Materials has been created, but not submitted. It may or may not have been loaded
	Yellow	Bill of Materials has been submitted, but it is being processed. The possible processing states depends on whether it is a Primary or Secondary source. A Primary Source may generate derivatives first before the data is ready for the Secondary Source to process**
	Green	The Bill of Materials has successfully completed all specified operations.
	Orange	The Bill of Materials completed with warnings. These are typically warnings that you may ignore, but you should have a look to see what happened. This can happen if you send invalid values to a source (e.g. text instead of a number)
	Red	The Bill of Materials completed with errors. This usually means there was something that happened that prevented the BOM from completing fully. You should look at the errors to see what happened.

** When a Bill of Materials is submitted, there are sub-process which may run which lengthens the time to process the BOM. You can close your tab and come back later, or wait for the toast notification to show when it's done (the color will change)

Below is a decision tree on how the processing takes place, and this will help you form an understanding of why a Bill of Materials takes time to complete