3DEXPERIENCE User Essentials: Bill of Material Management

Create, Organize, and Manage BOM Structures Efficiently in a Collaborative, Cloud-Based Environment

OVERVIEW

    PREREQUISITES:  

    We recommend completing the 3DEXPERIENCE User Essentials: Web UI course as a prerequisite. Students enrolled in this course should have access to a CAD System with the appropriate Role to initially save data to the platform. Students should have a basic understanding of the 3DEXPERIENCE platform fundamentals, including how to build dashboards, perform searches, use the Bookmark Editor, and navigate the 3DEXPERIENCE user interface. 


    DESCRIPTION:  

    This course serves as a first-pass introduction to Bill of Material Management in the 3DEXPERIENCE platform. It provides a foundational understanding of how to create, organize, and manage BOM structures efficiently in a collaborative, cloud-based environment. Participants will explore the most commonly used commands and functionalities related to generating a comprehensive Engineering BOM. The course also introduces several auxiliary Roles within the platform, each presented in the context of specific tasks that support the development of a comprehensive Engineering BOM. Upon completion of the course, participants will be equipped with the essential tools and knowledge needed to confidently navigate BOM-related tasks on the 3DEXPERIENCE platform. 

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    3DEXPERIENCE USER Essentials: Bill of Material Management

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    Lesson 1: 
    Engineering Release

    • Preference Options
    • Understand the User Interface
    • Review Groups and Filters
    • Introduce Metadata
    • Modify the Structure List View
    • Understand Columns
    • Customize the Column Headings
    • Explore the Information Panel
    • Change Actions (in the Engineering Release App)

    Lesson 2: 
    Enterprise Item Numbers

    • Work with Enterprise Item Numbers
    • Platform Administrator Settings
    • Set Enterprise Item Numbers
    • Edit Enterprise Item Numbers
    • Alternate Methods

    Lesson 3: 
    Specifications and Attachments

    • What is a Specification Document 
    • What is an Attachment 
    • Review Options in Preferences 
    • Add a Specification Document to an Object 
    • Add an Attachment to an Object 
    • Engineer Release App User Interface

    Lesson 4: 
    Alternates

    • What is an Alternate
    • Add an Alternate to an Object
    • Qualifying Alternates
    • Engineering Release User Interface

    Lesson 5: 
    Make From Alternates

    • What is a Make From Relationship
    • Add a Make From Relationship to an Object
    • Engineering Release User Interface

    Lesson 6: 
    3DEXPERIENCE MAterials

    Roles needed for Lesson 6: CATIA or SIMULIA Roles or 3DCreator

    • What is a Manufacturer Equivalent Item
    • What are Classifications
    • Create a Buyer and Supplier Entity
    • Create a Manufacturer Equivalent Item

    Lesson 7: 
    Classifications

    Role needed for Lesson 7: Classification Manager

    If you do not have access to this Role, please watch or skip the lesson. 

    • Whare are Classifications?

    Lesson 8: 
    Raw Materials

    Role needed for Lesson 8: Specification Manager

    If you do not have access to this Role, please watch or skip the lesson. 

     

    Lesson 9: 
    Manufacturer Equivalant Items

    Roles needed for Lesson 9: Supply Network Manager & Supplier Item Manager

    If you do not have access to this Role, please watch or skip the lesson. 

    • What is a Manufacturer Equivalent Item

    Lesson 10: 
    Release and Revisit Alternates

    Lessons 10-14: Key functionality in the Product Release Engineer Role        

    • Release a Structure
    • Qualify the Alternate

    Lesson 11: 
    Exporting

    Lessons 10-14: Key functionality in the Product Release Engineer Role        

    • Export BOM Data to a .CSV File
    • Export CAD Data
    • Understand Derived Formats

    Lesson 12: 
    Importing Spreadsheets

    Lessons 10-14: Key functionality in the Product Release Engineer Role        

    • Importing Spreadsheets
    • Create a New Structure with a Spreadsheet
    • Importing Rules for New Structures
    • Updating Existing Structures

    Lesson 13: 
    New Structures

    Lessons 10-14: Key functionality in the Product Release Engineer Role        

    • Creating New Structures
    • Duplicate an Existing Structure
    • Add Existing Objects
    • Create New Objects

    Lesson 14: 
    BOM Changes 

    Lessons 10-14: Key functionality in the Product Release Engineer Role        

    • Comparing BOM Structures with the Compare App
    • Understanding the Compare User Interface
    • Interpret Results

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