3DEXPERIENCE User Essentials: Bill of Material Management

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

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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.

All the ways to take
3DEXPERIENCE USER Essentials: Bill of Material Management

ONLINE CLASSES

SOLIDWORKS Essentials Self-Paced Training Available at GoEngineer
Self Paced Training

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IN-PERSON CLASSES

Private SOLIDWORKS Essentials Training Available at GoEngineer
Private Training

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

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

What is a 3DEXPERIENCE Material?
Assign a 3DEXPERIENCE Material to an Object
How Material is Displayed in the Engineering Release User Interface

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.

Create a Framework of Libraries and Classes
Class Attributes
Classifying Items
How Classifications are Displayed in the Engineering Release User Interface
How to Delete Classifications, Classes, and Libraries

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.

What are Raw Materials?
How to Create a New Raw Material
New Raw Material Dialog Box
Raw Material Maturity States

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?
How Classifications Work with Suppliers
Create a Buyer and Supplier Entity
Create a Manufacturer Equivalent Item
Engineering Release User Interface

Lesson 10:
Release and Revisit Alternates