TEAMCENTER

Administration of
Design BOM and
Engineering BOM
Alignment
Active Workspace 6.2
Unpublished work. © 2022 Siemens

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 Contents

Administer design BOM and engineering BOM alignment 1-1

Set up design BOM and engineering BOM alignment 2-1

Install Product Master Automation 3-1

Set a BMIDE template project for alignment 4-1

Enable design BOM and engineering BOM alignment 5-1

Configure the engineering BOM generation

About configuring the engineering BOM generation ────────── 6-1
Map part types and design types ─────────────────── 6-1
Map engineering BOM and design BOM root types ─────────── 6-2
Set a naming convention for the generated engineering BOM ────── 6-2
Skip designs or design occurrences while generating an engineering BOM
──────────────────────────────── 6-3
Set properties to be copied to a part in an engineering BOM ─────── 6-4
Define update actions for parts with custom release status ─────── 6-4
Define update actions for parts with custom release status for collaborative
product engineering BOM ─────────────────── 6-6
Set the criteria to group design occurrences ────────────── 6-8
Set design properties to split the aligned part occurrences during an automated
or a guided update ────────────────────── 6-15

Configure the design BOM generation

About configuring the design BOM generation ───────────── 7-1
Map part types and design types ─────────────────── 7-1
Map engineering BOM and design BOM root types ─────────── 7-2
Set a naming convention for the generated design BOM ───────── 7-2
Skip parts or part occurrences while generating a design BOM ────── 7-3
Set properties to be copied to a design in a design BOM ───────── 7-4
Define update actions for designs with custom release status ────── 7-4

Perform additional configurations for custom collaborative product

engineering BOM
Process to perform additional configurations for custom collaborative product
engineering BOM ─────────────────────── 8-1

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 3
© 2022 Siemens
 Qualify a custom collaborative product engineering BOM as ProductEBOM
──────────────────────────────── 8-1
Link a custom collaborative product engineering BOM with a custom design
──────────────────────────────── 8-2

Perform additional configurations for custom parts

Process to perform additional configurations for custom parts ────── 9-1
Qualify a custom part as Part ───────────────────── 9-2
Set a custom part as an assembly part ───────────────── 9-3
Add a persistent property to a custom part ─────────────── 9-4
Add a runtime property to a custom part ──────────────── 9-6
Add a BMIDE condition to a custom part ──────────────── 9-8
Add a BMIDE extension to a custom part ──────────────── 9-9
Set properties to be copied from a custom part to the corresponding custom
design ──────────────────────────── 9-12
Show persistent and runtime properties of a custom part in Active Workspace
──────────────────────────────── 9-14
Import style sheets for custom parts ───────────────── 9-19

Perform additional configurations for custom designs

Process to perform additional configurations for custom designs ──── 10-1
Qualify a custom design as Design ────────────────── 10-1
Add a persistent property to a custom design ───────────── 10-3
Add a runtime property to a custom design ────────────── 10-6
Add a BMIDE condition to a custom design ────────────── 10-7
Add a BMIDE extension to a custom design ────────────── 10-8
Set properties to be copied from a custom design to the corresponding custom
part ──────────────────────────── 10-10
Show persistent and runtime properties of a custom design in Active Workspace
─────────────────────────────── 10-12
Import style sheets for custom designs ─────────────── 10-17

Generate an engineering BOM through a utility 11-1

Set up workflows to generate and update an aligned BOM 12-1

Disable the alignment of multiple design occurrences to a single part

occurrence 13-1

Define how BOM updates must be identified 14-1

Enable the automatic revision of a released part during the

automated update 15-1

4 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 Contents

Migrate absolute alignment data as relative alignment data 16-1

Customize engineering BOM and design BOM generation 17-1

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 5
© 2022 Siemens
6 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 1. Administer design BOM and engineering
BOM alignment
Before manufacturing a physical product, it is conceptualized and developed using a 3D visual
representation. In a PLM system with design-part separation, the design BOM and engineering BOM of a
product are managed as separate entities. Therefore, for 3D visualization, the design BOM and
engineering BOM must be aligned with each other.

Example:
To know what the part Wheel of a car looks like in the floor position, the part is aligned to its
corresponding design. In Teamcenter, this alignment is called the design-part alignment. To know
what the Wheel looks like when placed in the car, the four instances of the wheel are aligned with
the corresponding design occurrences of the Wheel's design BOM. This alignment is called the
design occurrence-part occurrence alignment.

Users can manually align the two BOMs. But this is a complicated, error-prone, and time-consuming
process. To reduce this complexity, the alignment process can be automated. An engineering BOM can
be automatically generated from a design BOM and get aligned to it. Similarly, a design BOM can be
automatically generated from an engineering BOM along with the alignment. As an administrator, you
set up the engineering BOM and design BOM generation and alignment.

Where do I go from here?

Business User See Design BOM and Engineering BOM

Alignment.
Administrator
Users are currently using an existing You must first disable the existing alignment
Teamcenter solution for alignment. What should solution and then enable the new one.
I do to set up the new alignment solution?
Can certain parts or designs be skipped while Yes, when configuring the generation of the
generating the corresponding design BOM or engineering BOM and design BOM, you can
engineering BOM? choose to skip certain parts and designs by
setting preferences.
How can I group part occurrences in the You can set a criteria to group design
generated engineering BOM? occurrences into a single part occurrence in the
generated engineering BOM.
How do I set BOM generation for custom parts See the processes to perform additional
and custom designs? configurations for custom designs and custom
parts.
Additionally, for engineering BOM
management, you can perform additional

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 1-1
© 2022 Siemens
 1. Administer design BOM and engineering BOM alignment

configuration for custom collaborative

product engineering BOM.
Where can I get a list of preferences that I need There are several sources from which you can
to set for the design BOM and engineering BOM retrieve a list of preferences. You can view the
alignment? list in Administration data report, Teamcenter
rich client, Active Workspace, and raw XML file.

1-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 2. Set up design BOM and engineering BOM
alignment
As an administrator, you must set up design BOM and engineering BOM alignment so that BOM
engineers can align design BOM and engineering BOM data to conceptualize and visualize a product
before manufacturing its physical prototype.

To set up design BOM and engineering BOM alignment, you must:

• Install Product Master Automation.

• Set a BMIDE template project.

• Enable design BOM and engineering BOM alignment.

• Configure the engineering BOM generation.

• Configure the design BOM generation from an engineering BOM.

• Perform additional configurations for custom collaborative product engineering BOM.

• Perform additional configurations for custom parts.

• Perform additional configurations for custom designs.

Additionally, you can:

• Disable the alignment of multiple design occurrences to a single part occurrence.

• Define how BOM updates must be identified.

• Customize the engineering BOM and design BOM generation.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 2-1
© 2022 Siemens
 2. Set up design BOM and engineering BOM alignment

2-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 3. Install Product Master Automation
The Product Master Automation feature is required to perform design BOM and engineering BOM
alignment. Before installing this feature, ensure that Active Workspace along with Visualization Server
(Windows, Linux) is installed in your Teamcenter set up. Next, update your Teamcenter setup to install
the following features through Teamcenter Environment Manager (TEM):

• Active Workspace > Product Master Automation

• Extensions > Product Master Automation for Active Workspace

• Extensions > BOM Management > Product Master Automation

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 3-1
© 2022 Siemens
 3. Install Product Master Automation

3-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 4. Set a BMIDE template project for
alignment
You perform the BMIDE configurations required for design BOM and engineering BOM alignment within
a BMIDE template project. Create a new BMIDE template project and add the following as the dependent
templates:

• pma0automation

• pma1awautomation

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 4-1
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 4. Set a BMIDE template project for alignment

4-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 5. Enable design BOM and engineering
BOM alignment
To enable the design BOM and engineering BOM alignment, update the following preferences:

Preference Value
FND0_ENABLE_DESIGN_BOM_ENGINEERING_ true
BOM_ALIGNMENT
MEDesignToBom_Enabled false
FND0_ENABLE_MULTIPLE_ALIGNMENT_CRITE true
RIA

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 5-1
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 5. Enable design BOM and engineering BOM alignment

5-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 6. Configure the engineering BOM
generation
About configuring the engineering BOM generation
If a design BOM exists in Teamcenter, users can generate the corresponding engineering BOM. You, as
an administrator, can configure the engineering BOM generation by:

• Specifying which part type and design type can be aligned to each other.

• Mapping the engineering BOM and design BOM root types.

• Setting a naming convention for the generated part occurrences.

• Setting conditions to skip a design or design occurrence in a design BOM while generating the
corresponding engineering BOM.

• Specifying additional properties to be copied from a design occurrence to a part occurrence while
generating an engineering BOM.

• Set the criteria for grouping the generated part occurrences.

After the engineering BOM is generated, some updates can be made to the design BOM. In such a case,
users must update the engineering BOM. By default, certain BMIDE conditions are already set to propose
the required updates depending on the release status of a part in the engineering BOM. You can use
these conditions to define the proposed updates for parts with customized release status.
Additionally, you can also specify for which design properties the part occurrence must split into two
occurrences in the engineering BOM.

Map part types and design types

While configuring the generation of engineering BOM and design BOM, you specify which part type and
design type can be aligned to each other in the Pma0_Part_Design_Type preference as:

PartType:ValidPartType,DesignType:ValidDesignType

Example:
To map the types Part and Design, you set the value of the preference as:
PartType:Part,DesignType:Design
To map the types CustomPart and CustomDesign, append the following to the value of the
preference:

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 6-1
© 2022 Siemens
 6. Configure the engineering BOM generation

PartType:CustomPart,DesignType:CustomDesign

Map engineering BOM and design BOM root types

If you have deployed engineering BOM management in your Teamcenter setup, after mapping the part
types and design types, you must also map the engineering BOM and design BOM root types in the
Pma0_EBOMRoot_DBOMRoot_Type preference as follows:

EBOMRootType:ValidEBOMRootType,DBOMRootType:ValidDBOMRootType

Example:
EBOMRootType:Ebm0PartProduct,DBOMRootType:Design

Next, to map the part with the part occurrences in the engineering BOM, update the value of the
Pma0_ChildItemType_RevOccType preference to:

ChildItemType:ValidTargetItemType,OccRevType:ValidTargetOccRevType.

Example:
ChildItemType:Part,OccRevType:Ebm0PartUsageRevision.

Set a naming convention for the generated engineering BOM

BOM engineers can generate an engineering BOM from a design BOM already available in Teamcenter.
You can set a naming convention for the automatically generated engineering BOM. You can choose to:

• Keep the name and ID of the generated engineering BOM the same as that of the design BOM.

OR

• Specify a prefix, a suffix, or both for the name and ID of the generated engineering BOM.

Set the name and ID of the generated engineering BOM the same as that of the
corresponding design BOM

1. In Teamcenter, clear the value of the Pma0_EBOM_Prefix_Suffix preference.

2. In BMIDE, open the part business object, for example, Part or B4CustomPart.

3. In the Business Object Constants tab, select MultiFieldKey, and click Edit.

4. Add item_id and object_type to the list of selected applications, and click Finish.

6-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 Skip designs or design occurrences while generating an engineering BOM

5. Verify that the value of MultiFieldKey is changed to either Part{item_id,object_type} or

B4CustomPart{item_id}.

6. Save and deploy the changes.

Specify a prefix, a suffix, or both for the name and ID of the generated engineering BOM

Specify a prefix, a suffix, or both in the Pma0_EBOM_Prefix_Suffix preference.

Example — An engineering BOM generated from a design BOM of Wheel consisting of Rim, Valve, and
Tire will be named as P_Wheel with part occurrences P_Tire, P_Rim, and P_Valve if the prefix is set as P_.

The prefix and suffix are attached to the item_id property of Part Type specified in the
Pma0_Part_Design_Type preference.

If you do not want a prefix or suffix in the item ID, and want to use the ID generated using a naming
rule, set the value of Pma0_EBOM_Prefix_Suffix as IGNORE.

Skip designs or design occurrences while generating an

engineering BOM
While generating an engineering BOM from a design BOM, you can choose to skip certain designs so
that their corresponding parts are not created. For a skipped design, you can further choose to skip its
structure or traverse it. If you choose to skip the structure, the corresponding parts for the child designs
are not created either. You set the conditions to skip certain designs in the
Pma0_DBOM_skip_node_conditions preference. In the ACTION field of the preference, specify
whether to skip or traverse the design and whether to skip or traverse its structure.

Example — In the design BOM of a car, one of the designs is Wheel, with the child designs Tire, Rim,
and Valve. Depending on the values set in the ACTION field for the wheel, corresponding parts are
created.

ACTION Result
SkipNode, SkipStructure The corresponding parts for Wheel and all of its
child designs (Tire, Rim, and Valve) are not
created.
SkipNode, TraverseStructure • The corresponding part for Wheel is not
created.

• The structure of the wheel is traversed, and

corresponding parts for Tire, Rim, and Valve
are created.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 6-3
© 2022 Siemens
 6. Configure the engineering BOM generation

ACTION Result
• The part occurrences in Wheel are grouped if
the corresponding design occurrence is
marked as an organizational node.

For this action, you can additionally set the

design as an organizational node in the
Pma0_DBOM_organizational_node_condition
s preference. On doing so, if the design occurs
multiple times in the design BOM, the design
occurrences are grouped as a single part
occurrence in the corresponding engineering
BOM
TraverseNode, SkipStructure • The corresponding part for Wheel is created.

• The structure of the wheel is not traversed

and therefore, the corresponding parts for its
child designs (Tire, Rim, and Valve) are not
created.

After setting the Pma0_DBOM_skip_node_conditions preference, you set the

Pma0_DBOM_skip_occurrence_conditions preference to specify whether to skip the part occurrence
creation for certain designs. For example, if Pma0_EBOM_skip_node_conditions returns true for Wheel
and Pma0_EBOM_skip_occurrence_conditions returns false for Rim, the corresponding part
occurrence, P_Rim, is created but is not added in the part structure, P_Wheel.

Set properties to be copied to a part in an engineering BOM

By default, the bl_uom, bl_quantity, bl_formula, and bl_sequence_no properties of a design in a
design BOM are automatically copied to the corresponding parts in the generated engineering BOM. You
can specify additional properties to be copied while generating the engineering BOM.

You specify these properties in the Value field of the FND0_COPY_DESIGN_PROP_TO_PART preference.
For example, if you set the value as bl_rev_object_name:bl_rev_object_name, the name of the design is
copied to the name of the part.

You can specify multiple values. If a value is invalid, the value is not copied to the part but the design
gets aligned with the generated part.

Define update actions for parts with custom release status

After an engineering BOM is generated from a design BOM, some updates can be made to the design
BOM. In such a case, the aligned engineering BOM must also be updated. By default, certain BMIDE
conditions are set to define how the engineering BOM must be updated. These conditions are defined
for the default release status, such as TCM Released.

6-4 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 Define update actions for parts with custom release status

The following table shows the sequence in which the different conditions are performed to determine
the update action to be taken on a part.

Design Part Part Part Assembly Update

revised? required? aligned? maturity indicator Condition LOV actions
No Yes Yes TCM NA StructureC Pma0Revi Revise or
Released hangeOnS seAndReu Reuse
This is the
kipChild sePartActi
grandpare The
&& onLOV
nt design default
(Pma0Ena
and its action is
bleRevise
skipped set to
PartAction
child is Revise.
Design ||
revised.
Pma0Enab
lePartCha
ngeAction
sOnDesig
n)
No Yes No NA NA None Pma0New New
PartAction
LOV
Yes Yes No TCM Fixed Pma0Enab Pma0Part Revise or
Released Assembly lePartCha ChangeAc New
or ngeAction tionsLOV
The
Compone sOnDesig
default
nt n
action is
set to
Revise.
Yes Yes No TCM Configura Pma0Enab Pma0Revi Revise
Released ble lePartCha sePartActi
Assembly ngeAction onLOV
or Generic sOnDesig
Part n
Yes Yes No Not NA Pma0Enab Pma0Reus Reuse
released leReusePa ePartActio
rtActionO nsLOV
nDesign

The Pma0EnablePartChangeActionsOnDesign condition defines that if the aligned design of a

released part changes, either a new part must be created or the existing part must be revised.

If you have defined a custom release status for parts in addition to the default status, you can update
the default BMIDE conditions to include this custom release status. Based on an updated BMIDE
condition, the engineering BOM and its part occurrences are generated accordingly.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 6-5
© 2022 Siemens
 6. Configure the engineering BOM generation

Example 1 — Consider that you have defined a custom release status named Approved for parts. You
can update the expression of the Pma0EnablePartChangeActionsOnDesign condition to include the
custom release status.

Function::INLIST("TCM Released", o.pma0AlignedPrtReleaseStatus,

"name")OR Function::INLIST("Approved",o.pma0AlignedPrtReleaseStatus,
"name")

According to the updated condition, if the aligned design of a part with Approved release status is
changed, the part is revised or a new part is created when the engineering BOM is generated. If a user
performs an automated update, the part is revised because Revise is the default action for the
Pma0EnablePartChangeActionsOnDesign condition. During the guided update, the user can choose
between New and Revise.

Example 2 — Consider that you have defined a custom release status named Frozen for parts. In this
case, you use the Pma0EnableRevisePartActionOnDesign condition and update its expression to
include this release status.

Function::INLIST("Frozen", o.pma0AlignedPrtReleaseStatus, "name")

Default BMIDE
Release status Condition List of Values (LOV) Update actions
Frozen Pma0EnableRevisePar Pma0RevisePartActio Revise
tActionOnDesign nsLOV

According to expression of the Pma0EnableRevisePartActionOnDesign condition, if the aligned design

of a part with the release status Frozen is updated, the part is revised when the engineering BOM is
generated.

Define update actions for parts with custom release status for
collaborative product engineering BOM
After an engineering BOM is generated from a design BOM, some updates can be made to the design
BOM. In such a case, the aligned engineering BOM must also be updated. By default, certain BMIDE
conditions are set to define how the engineering BOM must be updated. These conditions are defined
for the default release status, such as TCM Released.

The following table shows the sequence in which the different conditions are performed to determine
the update action to be taken on a part.

Design Part Part Part Assembly Update

revised? required? aligned? maturity indicator Condition LOV actions
No Yes Yes TCM NA StructureC Pma0Revi Revise or
Released hangeOnS seAndReu Reuse
This is the
kipChild
grandpare

6-6 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 Define update actions for parts with custom release status for collaborative product engineering BOM

Design Part Part Part Assembly Update

revised? required? aligned? maturity indicator Condition LOV actions
nt design && sePartActi The
and its (Pma0Ena onLOV default
skipped bleRevise action is
child is PartAction set to
revised. Design || Reuse.
Pma0Enab
lePartCha
ngeAction
sOnDesig
n)
No Yes No NA NA None Pma0New New
PartAction
LOV
Yes Yes No TCM Fixed Pma0Enab AllActions Reuse or
Released Assembly lePartCha / Revise or
or ngeAction MasterLO New
Compone sOnDesig V
The
nt n (Pma0List
default
OfPartUpd
action is
ateAction
set to
OnDsng)
Reuse.
Yes Yes No TCM Configura Pma0Enab Pma0Revi Revise or
Released ble lePartCha seAndReu Reuse
Assembly ngeAction sePartActi
The
or Generic sOnDesig onLOV
default
Part n
action is
set to
Reuse.
Yes Yes No Not NA Pma0Enab Pma0Reus Reuse
released leReusePa ePartActio
rtActionO nsLOV
nDesign

The Pma0EnablePartChangeActionsOnDesign condition defines that if the aligned design of a

released part changes, either a new part must be created or the existing part must be revised.

If you have defined a custom release status for parts in addition to the default status, you can update
the default BMIDE conditions to include this custom release status. Based on an updated BMIDE
condition, the engineering BOM and its part occurrences are generated accordingly.

Example 1 — Consider that you have defined a custom release status named Approved for parts. You
can update the expression of the Pma0EnablePartChangeActionsOnDesign condition to include the
custom release status.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 6-7
© 2022 Siemens
 6. Configure the engineering BOM generation

Function::INLIST("TCM Released", o.pma0AlignedPrtReleaseStatus,

"name")OR Function::INLIST("Approved",o.pma0AlignedPrtReleaseStatus,
"name")

According to the updated condition, if the aligned design of a part with Approved release status is
changed, the part is revised or a new part is created when the engineering BOM is generated. If a user
performs an automated update, the part is revised because Revise is the default action for the
Pma0EnablePartChangeActionsOnDesign condition. During the guided update, the user can choose
between New and Revise.

Example 2 — Consider that you have defined a custom release status named Frozen for parts. In this
case, you use the Pma0EnableRevisePartActionOnDesign condition and update its expression to
include this release status.

Function::INLIST("Frozen", o.pma0AlignedPrtReleaseStatus, "name")

Default BMIDE
Release status Condition List of Values (LOV) Update actions
Frozen Pma0EnableRevisePar Pma0ReviseAndReuse Revise or Reuse
tActionOnDesign PartActionLOV
The default action is
set to Reuse.

According to expression of the Pma0EnableRevisePartActionOnDesign condition, if the aligned design

of a part with the release status Frozen is updated, the part is revised when the engineering BOM is
generated.

Set the criteria to group design occurrences

You can set a criteria to group design occurrences into a single part occurrence in the generated
engineering BOM. You set this criteria in the Pma0_Summarized_EBOM_Grouping_Criteria preference
by specifying the properties to be considered for grouping the design occurrences. By default, the
design occurrences are grouped using the sequence number and variant properties. Consider that you
use the bl_grouping_indicator property instead to set the grouping criteria. All the design occurrences
that match this criteria are grouped together.

Scenario 1: Same design, different variant conditions, and same grouping indicator

Design BOM:

Design Position Variant condition Grouping indicator

Fuel Tank, 30 Gallon P1 2.0 Ton GVW Y
Fuel Tank, 30 Gallon P2 3.5 Ton GVW Y
Fuel Tank, 30 Gallon P3 5.0 Ton GVW Y

6-8 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 Set the criteria to group design occurrences

Generated engineering BOM:

Part Quantity Variant condition

Fuel Tank, 30 Gallon 1 2.0 Ton GVW OR 3.5 Ton GVW
OR 5.0 Ton GVW

Scenario 2: Same design, different variant conditions, and different grouping indicator

Design BOM:

Design Position Variant condition Grouping indicator

Fuel Tank, 30 Gallon P1 2.0 Ton GVW Y
Fuel Tank, 30 Gallon P2 3.5 Ton GVW Y
Fuel Tank, 30 Gallon P3 5.0 Ton GVW N

Generated engineering BOM:

Part Quantity Variant condition

Fuel Tank, 30 Gallon 1 2.0 Ton GVW OR 3.5 Ton GVW
Fuel Tank, 30 Gallon 1 5.0 Ton GVW

Scenario 3: Same design, same variant condition, and same grouping indicator but with
different quantity

Design BOM:

Design Position Variant condition Grouping indicator

Fuel Tank, 30 Gallon P1 2.0 Ton GVW Y Quantity = 3
Fuel Tank, 30 Gallon P2 3.5 Ton GVW Y
Fuel Tank, 30 Gallon P3 3.5 Ton GVW Y
Fuel Tank, 30 Gallon P4 5.0 Ton GVW Y Quantity = 3

Generated engineering BOM:

Part Quantity Variant condition

Fuel Tank, 30 Gallon 3 2.0 Ton GVW OR 5.0 Ton GVW
Fuel Tank, 30 Gallon 2 3.5 Ton GVW

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 6. Configure the engineering BOM generation

Scenario 4: Same design with same count of different variant conditions

Design BOM:

Design Position Variant condition Grouping indicator

Bolt P1 Base Y
Bolt P2 Base Y
Bolt P3 Base Y
Bolt P4 Base Y
Bolt P5 Base Y
Bolt ...P32 Base Y
Bolt P110 Deluxe Y
Bolt P111 Deluxe Y
Bolt P112 Deluxe Y
Bolt P113 Deluxe Y
Bolt P114 Deluxe Y
Bolt P115 Deluxe Y
Bolt ...P142 Deluxe Y

Generated engineering BOM:

Part Quantity Variant condition

Bolt 32 Base or Deluxe

Scenario 5: Same design with different count of different variant conditions

Design BOM:

Design Position Variant condition Grouping indicator

Bolt P1 Base Y
Bolt P2 Base Y
Bolt P3 Base Y
Bolt P4 Base Y
Bolt P5 Base Y
Bolt ...P32 Base Y
Bolt P110 Deluxe Y
Bolt P111 Deluxe Y

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 Set the criteria to group design occurrences

Design Position Variant condition Grouping indicator

Bolt P112 Deluxe Y
Bolt P113 Deluxe Y
Bolt P114 Deluxe Y
Bolt P115 Deluxe Y
Bolt ...P150 Deluxe Y

Generated engineering BOM:

Part Quantity Variant condition

Bolt 32 Base
Bolt 40 Deluxe

Scenario 6: Design occurrences set to skip the node but to traverse the structure, and
marked as organizational nodes

In a design BOM, some design occurrences are design structures. The parent design of a structure can
be marked as SkipNode, TraverseStructure in the Pma0_DBOM_skip_node_conditions preference. A
child design can occur multiple times in the parent design. When the parent design is dragged to the
corresponding engineering BOM, a single occurrence of the part is created for the multiple occurrences
of the child designs. The quantity of the part occurrence is set as the number of times the child design
occurs in the dragged design structure. If the child design occurs in other sibling design structures in the
design BOM, those occurrences are also considered when calculating the quantity for the part
occurrence.

For example, consider the following structure of a Crosskart.

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 6. Configure the engineering BOM generation

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 Set the criteria to group design occurrences

When the design occurrence of Axle is dragged to the corresponding engineering BOM, all occurrences
of Bolt within it and within the sibling design, Tire and Rim, are considered to calculate the quantity of
the corresponding part occurrence of Bolt. The quantity of the part occurrence, Bolt, is set as 28 (4
occurrences in Axle and 6 occurrences each in Front Right, Front Left, Rear Right, and Reat Left).

The generated engineering BOM is as follows:

Sometimes, in addition to being marked as SkipNode, TraverseStructure in the

Pma0_DBOM_skip_node_conditions preference, some design occurrences are marked as
Organizational Nodes in the Pma0_DBOM_organizational_node_conditions preference. Let us
consider the Crosskart example to understand how the quantity of a part occurrence is calculated when
a child design of a design structure, marked as an organizational node, is dragged to the corresponding
engineering BOM.

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 6. Configure the engineering BOM generation

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 Set design properties to split the aligned part occurrences during an automated or a guided update

When the design occurrence of Wheel Assembly is dragged to the corresponding engineering BOM, part
occurrences are created only for the design occurrences of the wheel assembly. While calculating the
quantity of the part occurrences, only the designs occurrences of the dragged design (marked as
organizational node) are considered.

The generated engineering BOM is as follows:

In this generated engineering BOM, the design occurrences of Bolt in Powertrain are not considered to
calculate the quantity of the part occurrence, Bolt, since the powertrain is marked as an organizational
node.

Set design properties to split the aligned part occurrences during

an automated or a guided update
After an engineering BOM is generated from a design BOM, some updates can be made to the design
BOM. In such a case, users update the engineering BOM by performing an automated or a guided
update. In the updated engineering BOM, some part occurrences may be split into two occurrences due
to an effectivity overlap. By default, updates to all the occurrence properties of a design are considered
for the split. You can additionally specify BOMLine properties, which are not related to design
occurrence properties, that must be considered for the split in the
Pma0_DBOM_properties_for_EBOM_split preference. You must also enable the effectivity
propagation.

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 6. Configure the engineering BOM generation

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 7. Configure the design BOM generation
About configuring the design BOM generation
If an engineering BOM exists in Teamcenter, users can generate the corresponding design BOM. You, as
an administrator, can configure the design BOM generation by:

• Specifying which part type and design type can be aligned to each other.

• Mapping the engineering BOM and design BOM root types.

• Setting a naming convention for the generated design occurrences.

• Setting conditions to skip a part or part occurrence in an engineering BOM while generating the
corresponding design occurrences.

• Specifying additional properties to be copied from a part occurrence to a design occurrence while
generating the design BOM.

After the design BOM is generated, some updates can be made to the engineering BOM. In such a case,
users must update the design BOM. One of the methods to update is the guided update wherein users
can update the design BOM based on the proposed changes. By default, certain BMIDE conditions are
already set to propose the required updates depending on the release status of a part in the engineering
BOM. You can use these conditions to define the proposed updates for parts with customized
release status.

Map part types and design types

While configuring the generation of engineering BOM and design BOM, you specify which part type and
design type can be aligned to each other in the Pma0_Part_Design_Type preference as:

PartType:ValidPartType,DesignType:ValidDesignType

Example:
To map the types Part and Design, you set the value of the preference as:
PartType:Part,DesignType:Design
To map the types CustomPart and CustomDesign, append the following to the value of the
preference:
PartType:CustomPart,DesignType:CustomDesign

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 7. Configure the design BOM generation

Map engineering BOM and design BOM root types

If you have deployed engineering BOM management in your Teamcenter setup, after mapping the part
types and design types, you must also map the engineering BOM and design BOM root types in the
Pma0_EBOMRoot_DBOMRoot_Type preference as follows:

EBOMRootType:ValidEBOMRootType,DBOMRootType:ValidDBOMRootType

Example:
EBOMRootType:Ebm0PartProduct,DBOMRootType:Design

Next, to map the part with the part occurrences in the engineering BOM, update the value of the
Pma0_ChildItemType_RevOccType preference to:

ChildItemType:ValidTargetItemType,OccRevType:ValidTargetOccRevType.

Example:
ChildItemType:Part,OccRevType:Ebm0PartUsageRevision.

Set a naming convention for the generated design BOM

BOM engineers can generate a design BOM from an engineering BOM already available in Teamcenter.
You can set a naming convention for the automatically generated design BOM. You can choose to:

• Keep the name and ID of the generated design BOM the same as that of the engineering BOM.

OR

• Specify a prefix, a suffix, or both for the name and ID of the generated design BOM.

Set the name and ID of the generated design BOM the same as that of the corresponding
engineering BOM

1. In Teamcenter, clear the value of the Pma0_DBOM_Prefix_Suffix preference.

2. In BMIDE, open the design business object, for example, Design or B4CustomDesign.

3. In the Business Object Constants tab, select MultiFieldKey, and click Edit.

4. Add item_id to the list of selected applications, and click Finish.

5. Verify that the value of MultiFieldKey is changed to either Design{item_id} or

B4CustomDesign{item_id}.

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 Skip parts or part occurrences while generating a design BOM

6. Save and deploy the changes.

Specify a prefix, a suffix, or both for the name and ID of the generated engineering BOM

Specify a prefix, a suffix, or both in the Pma0_DBOM_Prefix_Suffix preference.

Example — A design BOM generated from an engineering BOM of Wheel consisting of Rim, Valve, and
Tire is named as D_Wheel with designs D_Tire, D_Rim, and D_Valve if the prefix is set as D_.

The prefix and suffix are attached to the item_id property of Design Type specified in the
Pma0_Part_Design_Type preference.

If you do not want a prefix or suffix in the item ID, and want to use the ID generated using a naming
rule, set the value of Pma0_DBOM_Prefix_Suffix as IGNORE.

Skip parts or part occurrences while generating a design BOM

While generating a design BOM from an engineering BOM, you can choose to skip certain parts so that
their corresponding designs are not created. For a skipped part, you can further choose to skip its
structure or traverse it. If you choose to skip the structure, corresponding designs for the child parts are
not created either. You set the conditions to skip certain parts in the
Pma0_EBOM_skip_node_conditions preference. In the ACTION field of the preference, you specify
whether to skip or traverse the part and whether to skip or traverse its structure.

Example — In the engineering BOM of a car, one of the parts is Wheel, with the child parts Tire, Rim,
and Valve. Depending on the values set in the ACTION field for the wheel, corresponding designs are
created.

ACTION Result
SkipNode, SkipStructure • The corresponding designs for Wheel and all
of its child parts (Tire, Rim, and Valve) are not
created.
SkipNode, TraverseStructure • The corresponding design for Wheel is not
created.

• The structure of the wheel is traversed and

corresponding designs for Tire, Rim, and
Valve are created.
TraverseNode, SkipStructure • The corresponding design for Wheel is
created.

• The structure of the wheel is not traversed

and therefore, the corresponding designs for
its child parts (Tire, Rim, and Valve) are not
created.

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 7. Configure the design BOM generation

After setting the Pma0_EBOM_skip_node_conditions preference, you set the

Pma0_EBOM_skip_occurrence_conditions preference to specify whether to skip the design occurrence
creation for certain parts. For example, if Pma0_EBOM_skip_node_conditions returns true for Wheel
and Pma0_EBOM_skip_occurrence_conditions returns false for Rim, the corresponding design
occurrence, D_Rim, is created but is not added in the design structure, D_Wheel.

Set properties to be copied to a design in a design BOM

By default, the bl_uom, bl_quantity, bl_formula, and bl_sequence_no properties of a part in an
engineering BOM are automatically copied to the corresponding designs in the generated design BOM.
You can specify additional properties to be copied while generating the design BOM.

You specify these properties in the Value field of the FND0_COPY_PART_PROP_TO_DESIGN preference.
For example, if you set the value as bl_rev_object_name:bl_rev_object_name, the name of the part is
copied to the name of the design.

You can specify multiple values. If a value is invalid, the value is not copied to the design but the part
gets aligned with the generated design.

Define update actions for designs with custom release status

After a design BOM is generated from an engineering BOM, some updates can be made to the
engineering BOM. In such a case, the aligned design BOM must also be updated. By default, certain
BMIDE conditions are set to define how the design BOM must be updated. These conditions are defined
for the default release status, such as TCM Released or an empty release status indicating that the
design is not yet released.

Engineering BOM Default BMIDE List of Values

Release status change type Condition (LOV) Update actions
Not released Nonstructural or none none none
Structural
TCM Released Nonstructural none none none
Structural Pma0EnableRevis Pma0DsgnChang Revise or Reuse
eDesignActionOn eActionsLOV
The default action
Part or
is set to Revise.
Pma0EnableDsgn
ChangeActionsO
nPart

You can update the expressions of the default BMIDE conditions to include any custom release status
defined.

Example 1 — Consider that you have defined a custom release status named Approved for designs. You
can update the expression of the Pma0EnableDsgnChangeActionsOnPart condition to include the
custom release status.

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 Define update actions for designs with custom release status

Function::INLIST("TCM Released", o.Pma0DsgnChangeActionsLOV, "name")OR

Function::INLIST("Approved",o.Pma0DsgnChangeActionsLOV, "name")

According to the updated condition, if the structure of the aligned part of a design with the release
status Approved is changed, the design is revised.

Example 2 — Consider that you have defined a custom release status named Frozen for parts. In this
case, you use the Pma0EnableReviseDesignActionOnPart condition and update its expression to
include this release status.

Function::INLIST("Frozen", o.pma0AlignedPrtReleaseStatus, "name")

According to expression of the Pma0EnableReviseDesignActionOnPart condition, if the structure of

the aligned part of a design with the release status Frozen is updated, the design is revised when the
design BOM is generated.

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 7. Configure the design BOM generation

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 8. Perform additional configurations for
custom collaborative product engineering
BOM
Process to perform additional configurations for custom
collaborative product engineering BOM
In a new BMIDE template project (B4), create two business objects for custom design
(B4CustomDesign) and custom collaborative product engineering BOM (B4CustomEBOMProduct)
under the Item business object. Configure the design BOM generation for the custom design.

Next, you must perform the following configurations for the custom collaborative product engineering
BOM:

1. Qualify the custom collaborative product engineering BOM as ProductEBOM.

2. Link the custom collaborative product engineering BOM with a custom design.

3. Perform the additional configurations for custom parts.

Qualify a custom collaborative product engineering BOM as

ProductEBOM
1. In BMIDE, load the BMIDE template project that you want to work with.

2. Expand the template project, and under Extensions, first add the new extension (schema) file that
contains the custom collaborative product engineering BOM revisions. Next, set this file as the
active extension file.

3. Locate the required custom collaborative product engineering BOM revision, for example,
B4CustomEBOMProduct.

4. In the Business Object Constants tab, locate Fnd0PartDesignQualifier, and click Edit.

5. In the Modify Business Object Constant dialog box, set the value as ProductEBOM, and click
Finish.

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 8. Perform additional configurations for custom collaborative product engineering BOM

Link a custom collaborative product engineering BOM with a

custom design
You link a custom collaborative product engineering BOM with a custom design by adding a Generic
Relationship Management (GRM) rule, fnd0DesignToBomLink , as follows.

1. In BMIDE, click BMIDE→Editors→GRM Rules Editor.

2. In GRM Rules, click Add.

3. In the New GRM Rule dialog box, enter the following details, and click Finish:

Field Value
Primary Object Name of the custom collaborative product
engineering BOM, for example,
B4CustomEBOMProduct
Secondary Object Name of the custom design, for example,
B4CustomDesign
Relation Object fnd0DesignToBomLink
Condition isTrue

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 9. Perform additional configurations for
custom parts
Process to perform additional configurations for custom parts
In a new BMIDE template project (B4), create two business objects for custom design
(B4CustomDesign) and custom part (B4CustomPart) under the Item business object. Configure the
design BOM and engineering BOM generation for the custom part and custom design.

Next, you must perform the following configurations for the custom part:

1. Qualify the custom part as Part.

2. Specify if a part structure can be created for the custom part so that it can contain child parts.

3. Add a Is Design Required persistent property to the custom part to indicate if a corresponding
design is required. Next, add the persistent property to the Pma0DesignReqdPropNameOnPart
global constant.

4. To automatically create a corresponding custom design:

• Add a Create Aligned Design runtime property to the custom part.

• Add a BMIDE condition to create a corresponding custom design automatically if the Is Design
Required persistent property is set to true.

• Attach the Pma0AutomateAndAlign extension on the create operation of the custom part. On
doing so, if a corresponding design is created, it is automatically aligned with the custom part.

• Add a Is Part Required persistent property to the custom design.

• Set properties to be copied from the custom part to the custom design.

5. Enable the display of the persistent (Is Design Required) and runtime (Create Aligned Design)
properties of the custom part in Active Workspace.

6. Import style sheets so that the changes you made to the custom parts are displayed on Active
Workspace.

7. Deploy the BMIDE template.

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 9. Perform additional configurations for custom parts

Qualify a custom part as Part

1. In BMIDE, load the BMIDE template project that you want to work with.

2. Expand the template project, and under Extensions, first add the new extension (schema) file that
contains the custom parts. Next, set this file as the active extension file.

3. Locate the required custom part revision, for example, B4CustomPartRevision.

4. In the Business Object Constants tab, locate Fnd0PartDesignQualifier, and click Edit.

5. In the Modify Business Object Constant dialog box, set the value as Part.

For an existing custom part, if the value is already set as Part, set it to None first. And, then set it
again to Part. You do this so that the alignment properties of the Pma0PartAttrs business object
that are available by default get applied to the custom part. Later, if you add any new persistent
property to Pma0PartAttrs , you must again set the value of Fnd0PartDesignQualifier to None
first, and then set it to Part.

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 Set a custom part as an assembly part

6. Click Finish.

Set a custom part as an assembly part

You can set a custom part as an assembly part that can contain other child parts in its structure. To do
so, you must create a site preference with the following details:

Name TCAllowedChildTypes_B4CustomPart
Protection Scope Site
Category Product Structure.CAD BOM Alignment

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 9. Perform additional configurations for custom parts

Type String
Value B4CustomPart

In place of B4CustomPart, use the custom part that you have created. You can add multiple values for
every custom part that you want to set as an assembly part.

To generate a design structure from the custom part structure, you must update the value of the
Pma0_Part_Design_Type preference to include the custom part and its corresponding custom design,
for example: PartType:B4CustomPart,DesignType:B4CustomDesign.

Add a persistent property to a custom part

You add a Is Design Required persistent property to a custom part to indicate if a corresponding design
is required. Perform the following steps if you have not yet created the Is Design Required property and
added it to the Pma0DesignReqdPropNameOnPart global constant:

1. Create a persistent property:

a. In BMIDE, open the custom part, for example, B4CustomPart.

b. In the Properties tab, click Add.

c. In the Property Definition dialog box, select Persistent, and click Next.

d. In the Persistent Property dialog box:

A. Append IsDesignRequired to the BMIDE template project prefix in Name, for example,
b4IsDesignRequired.

B. Enter Is Design Required in Display Name.

C. Select Boolean in Attribute Type.

D. Enter true in Initial Value.

E. Click Finish.

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 Add a persistent property to a custom part

2. Add the persistent property to the Pma0DesignReqdPropNameOnPart global constant:

a. Click Open Global Constant Editor from the toolbar.

b. In the Global Constants tab, select Pma0DesignReqdPropNameOnPart and click Edit.

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 9. Perform additional configurations for custom parts

c. In the Modify Global Constant dialog box, click Add.

d. In the Add a value dialog box, add a value for the custom part and click Finish. For example,
enter B4CustomPart:b4IsDesignRequired.

e. In the Modify Global Constant dialog box, click Finish.

Add a runtime property to a custom part

You add a Create Aligned Design runtime property to the custom part to indicate if a corresponding
design must be created for the custom part. To do so:

1. Open the custom part, for example, B4CustomPart.

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 Add a runtime property to a custom part

2. In the Operation Descriptor → CreateInput tab, click Add.

3. In the OperationInput Property dialog box, select Define and add a new Runtime Property from
Business Object and click Next.

4. In the Runtime Property dialog box:

a. Append CreateAlignedDesign to the BMIDE template project prefix in Name, for example,
b4CreateAlignedDesign.

b. Enter Name and enter Create Aligned Design in Display Name.

c. Select Boolean in Attribute Type.

d. Click Finish.

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 9. Perform additional configurations for custom parts

Add a BMIDE condition to a custom part

To add a BMIDE condition to create a corresponding custom design automatically:

1. On the menu bar, click BMIDE → New Model Element.

2. In the Model Element Type dialog box, type Condition in Wizards and click Next.

3. In the Condition dialog box, type CreateImplicitDesignCondition, for example,

B4CreateImplicitDesignCondition.

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 Add a BMIDE extension to a custom part

4. Click Browse next to Signature and select the custom part, for example, B4CustomPart.

5. In Expression, type o.b4IsDesignRequired=true and click Finish.

Add a BMIDE extension to a custom part

For a custom part, you can set if a corresponding design must be created when a custom part is
created. You can also specify if the corresponding design must be automatically aligned to the custom
part. To do so:

1. In BMIDE, open the custom part, for example, B4CustomPart.

2. In the Operations tab, search for the create operation.

3. In Extension Attachments, click Add.

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 9. Perform additional configurations for custom parts

4. In the Extension dialog box, click Browse next to Extension and select Pma0AutomateAndAlign.

5. Click Add next to Arguments.

6. In the Extension Arguments dialog box, click Browse next to TargetObjectType and select a
custom design, for example, B4CustomDesign.

7. In CrelPropNameToEnableExtn, enter the name of the runtime property that you created for the
custom part, for example, b4CreateAlignedDesign and click Finish.

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 Add a BMIDE extension to a custom part

8. In Condition, enter B4CreateImplicitDesignCondition and click Finish.

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 9. Perform additional configurations for custom parts

Set properties to be copied from a custom part to the

corresponding custom design
When a design is automatically created from a custom part, the name and description of the part are
copied to the design by default. You can specify additional properties to be copied to the design when it
is created. To do so, you set the additional properties in the Fnd0InheritFrom property constant.

The following steps show how to set the b4IsDesignRequired property of the custom part to be copied
to the b40IsPartRequired property of the custom design:

1. In BMIDE, add a Is Part Required persistent property to the custom design B4CustomDesign.

2. Go to the custom part (B4CustomPart) business object.

3. In the Properties tab, search for the b4IsDesignRequired property.

4. Edit the Fnd0InheritFrom property constant.

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 Set properties to be copied from a custom part to the corresponding custom design

5. In the Modify Property Constant dialog box, browse for the B4CustomDesign business object,
select b40IsPartRequired, and click Finish.

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 9. Perform additional configurations for custom parts

Show persistent and runtime properties of a custom part in Active

Workspace
After performing the additional configuration steps required for a custom part in BMIDE, you must
enable the display of the persistent and runtime property in Active Workspace. For example, for the
custom part, B4CustomPart, you created a persistent property, Is Design Required, and a runtime
property Create Aligned Design. You must now enable the display of these properties in the Create
panel in Active Workspace. You must also enable the display of the Is Design Required property in the
Summary tab of the custom part. To do so:

1. Modify the Awb0BOMArchetypeToOccurrence business object constant to include the custom

part revision:

a. In BMIDE, open the Awb0PartElement business object.

b. In the Business Object Constants tab, select Awb0BOMArchetypeToOccurrence and click

Edit.

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 Show persistent and runtime properties of a custom part in Active Workspace

c. In the Modify Business Object dialog box, add the custom part revision that you created in
Value, for example, B4CustomPartRevision. Click Finish.

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 9. Perform additional configurations for custom parts

2. Modify the Awb0SupportsStructure global constant to include the custom part revision:

a. Click Open Global Constant Editor and select Awb0SupportsStructure.

b. Click Edit.

c. In the Modify Global Constant dialog box, click Add next to Value.

d. In the Add Value dialog box, enter the custom part revision, for example,
B4CustomPartRevision, and click Finish.

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 Show persistent and runtime properties of a custom part in Active Workspace

3. Create a site preference with the following details:

Name AWC_B4CustomPart.CREATERENDERING where B4CustomPart

is the custom part that you created.
Protection Scope Site
Category Product Structure.CAD BOM Alignment
Value Awp0PartCreate

4. Open Tc_ROOT\TR\install\pma1awautomation\data\Pma1PartCreate.xml and add the following

entries:

<property name="b4IsDesignRequired"/>
<property name="B4CreateAlignedDesign"/>

Here, B4 is the prefix of the BMIDE template that you have set. You add these entries so that the Is
Design Required and Create Aligned Design properties are displayed on the Create panel in
Active Workspace.

5. Create the following site preferences:

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 9. Perform additional configurations for custom parts

Preferences Details
AWC_B4CustomPartRevision. Protection Scope: Site
SUMMARYRENDERING
Category: Product Structure.CAD BOM Alignment
Value: Awp0PartRevisionSummary
AWC_B4CustomPartRevision. Protection Scope: Site
INFORENDERING
Category: Product Structure.CAD BOM Alignment
Value: Awp0PartRevInfoSummary
AWC_B4CustomPartRevision. Protection Scope: Site
showObjectLocation.SUMMA
Category: Product Structure.CAD BOM Alignment
RYRENDERING
Value:
Awp0PartRevisionSummaryForShowObjectLocation

6. Open Tc_ROOT\TR\install\pma1awautomation\data\Pma1PartRevSummary.xml and add the

following entries:

<content visibleWhen="object_type==B4CustomPartRevision">
<property name="REF(items_tag,
B4CustomPart).b4IsDesignRequired"/>
</content>

Here, the entries are for the sample B4CustomPart and B4CustomPartRevision. You must make
similar entries for the custom part and custom part revision that you created. You add these entries
so that the Is Design Required and Create Aligned Design properties are displayed in the
Summary tab in Active Workspace.

7. Open Tc_ROOT\TR\install\activeworkspacebom\data\entcbaFnd0AlignedDesignsProvider.xml and

add the following entries:

<content visibleWhen="object_type==B4CustomPartRevision">
<content visibleWhen="REF(items_tag,
B4CustomPart).b4IsDesignRequired==true">
<inject src="AlignedDesigns" type="dataset"/>
</content>
</content>

<content visibleWhen="REF(awb0Archetype,
B4CustomPartRevision).object_type==B4CustomPartRevision">
<content visibleWhen="pma1IsDesignRequired==true">
<inject src="AlignedDesigns" type="dataset"/>
</content>
</content>

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 Import style sheets for custom parts

Import style sheets for custom parts

Import style sheets so that the changes you made to the custom parts are displayed on Active
Workspace. To do so:

1. Open the TC_ROOT\TR\install\pma1awautomation\install_pma1awautomation.default file.

2. Follow the steps mentioned in this file to import style sheets by using the
install_xml_stylesheet_datasets utility.

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 9. Perform additional configurations for custom parts

9-20 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 10. Perform additional configurations for
custom designs
Process to perform additional configurations for custom designs
In a new BMIDE template project (B4), create two business objects for custom design
(B4CustomDesign) and custom part (B4CustomPart) under the Item business object. Configure the
design BOM and engineering BOM generation for the custom part and custom design.

Next, you must perform the following configurations for the custom design:

1. Qualify the custom design as Design.

2. Add a Is Part Required persistent property to the custom design to indicate if a corresponding
part is required. Subsequently, add the persistent property to the
Pma0PartReqdPropNameOnDesign global constant.

3. Set the automatic creation of a corresponding custom part by:

• Adding a Create Aligned Part runtime property to the custom design.

• Adding a BMIDE condition to create a corresponding custom part automatically if the Is Part
Required persistent property is set to true.

• Attaching the Pma0AutomateAndAlign extension on the create operation of the custom

design. On doing so, if a corresponding part is created, it is automatically aligned with the
custom design.

• Add a Is Design Required persistent property to the custom part.

• Setting properties to be copied from the custom design to the custom part.

4. Enable the display of the persistent (Is Part Required) and runtime (Create Aligned Part)
properties of the custom design in Active Workspace.

5. Import style sheets so that the change you made to the custom designs are displayed on Active
Workspace.

6. Deploy the BMIDE template.

Qualify a custom design as Design

1. In BMIDE, load the BMIDE template project that you want to work with.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-1
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 10. Perform additional configurations for custom designs

2. Expand the template project, and under Extensions, first add the new extension (schema) file that
contains the custom designs. Next, set this file as the active extension file.

3. Locate the required custom design revision, for example, B4CustomDesignRevision.

4. In the Business Object Constants tab, locate Fnd0PartDesignQualifier, and click Edit.

5. In the Modify Business Object Constant dialog box, set the value as Design.

For an existing custom design, if the value is already set as Design, set it to None first. And, then
set it again to Design. You do this so that the alignment properties of the Pma0DesignAttrs
business object that are available by default get applied to the custom design. Later, if you add any
new persistent property to Pma0DesignAttrs, you must again set the value of
Fnd0PartDesignQualifier to None first, and then set it to Design.

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© 2022 Siemens
 Add a persistent property to a custom design

6. Click Finish.

Add a persistent property to a custom design

You add a Is Part Required persistent property to a custom design to indicate if a corresponding part is
required. Perform the following steps if you have not yet created the Is Part Required property and
added it to the Pma0PartReqdPropNameOnDesign global constant:

1. Create a persistent property:

a. In BMIDE, open the custom design, for example, B4CustomDesign.

b. In the Properties tab, click Add.

c. In the Property Definition dialog box, select Persistent, and click Next.

d. In the Persistent Property dialog box:

A. Append IsPartRequired to the BMIDE template project prefix in Name, for example,
b4IsPartRequired.

B. Enter Is Part Required in Display Name.

C. Select Boolean in Attribute Type.

D. Enter true in Initial Value.

E. Click Finish.

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© 2022 Siemens
 10. Perform additional configurations for custom designs

2. Add the persistent property to the Pma0PartReqdPropNameOnDesign global constant:

a. Click Open Global Constant Editor from the toolbar.

b. In the Global Constants tab, select Pma0PartReqdPropNameOnDesign and click Edit.

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© 2022 Siemens
 Add a persistent property to a custom design

c. In the Modify Global Constant dialog box, click Add.

d. In the Add a value dialog box, add a value for the custom design and click Finish. For
example, enter B4CustomDesign:b4IsPartRequired.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-5
© 2022 Siemens
 10. Perform additional configurations for custom designs

e. In the Modify Global Constant dialog box, click Finish.

Add a runtime property to a custom design

You add a Create Aligned Part runtime property to the custom design to indicate if a corresponding
part must be created for the custom design. To do so:

1. Open the custom design, for example, B4CustomDesign.

2. In the Operation Descriptor → CreateInput tab, click Add.

3. In the OperationInput Property dialog box, select Define and add a new Runtime Property from
Business Object and click Next.

4. In the Runtime Property dialog box:

a. Append CreateAlignedPart to the BMIDE template project prefix in Name, for example,
b4CreateAlignedPart.

b. Enter Name and enter Create Aligned Part in Display Name.

c. Select Boolean in Attribute Type.

d. Click Finish.

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 Add a BMIDE condition to a custom design

Add a BMIDE condition to a custom design

You add a BMIDE condition to create a corresponding custom part automatically.

1. On the menu bar, click BMIDE → New Model Element.

2. In the Model Element Type dialog box, type Condition in Wizards and click Next.

3. In the Condition dialog box, type CreateImplicitPartCondition, for example,

B4CreateImplicitPartCondition.

4. Click Browse next to Signature and select the custom design, for example, B4CustomDesign.

5. In Expression, type o.b4IsPartRequired=true and click Finish.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-7
© 2022 Siemens
 10. Perform additional configurations for custom designs

Add a BMIDE extension to a custom design

For a custom design, you can specify if a corresponding part must be created when a custom design is
created. You can also specify if the corresponding part must be automatically aligned to the custom
design. To do so:

1. In BMIDE, open the custom design, for example, B4CustomDesign.

2. In the Operations tab, search for the create operation.

3. In Extension Attachments, click Add.

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 Add a BMIDE extension to a custom design

4. In the Extension dialog box, click Browse next to Extension and select Pma0AutomateAndAlign.

5. Click Add next to Arguments.

6. In the Extension Arguments dialog box, click Browse next to TargetObjectType and select a
custom part, for example, B4CustomPart.

7. In CrelPropNameToEnableExtn, enter the name of the runtime property that you created for the
custom design, for example, b4CreateAlignedPart and click Finish.

8. In Condition, enter B4CreateImplicitPartCondition and click Finish.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-9
© 2022 Siemens
 10. Perform additional configurations for custom designs

Set properties to be copied from a custom design to the

corresponding custom part
When a part is automatically created from a custom design, the name and description of the design are
copied to the part by default. You can specify additional properties to be copied to the part when it is
created. To do so, you set the additional properties in the Fnd0InheritFrom property constant.

The following steps show how to set the b40IsPartRequired property of a custom design to be copied to
the b4IsDesignRequired property of the custom part:

1. In BMIDE, add a Is Design Required persistent property to the custom design B4CustomDesign.

2. Open the custom design, for example, B4CustomDesign.

3. In the Properties tab, search for the b4IsPartRequired property.

4. Edit the Fnd0InheritFrom property constant.

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 Set properties to be copied from a custom design to the corresponding custom part

5. In the Modify Property Constant dialog box, browse for the custom part (B4CustomPart), select
b4IsDesignRequired, and click Finish.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-11
© 2022 Siemens
 10. Perform additional configurations for custom designs

Show persistent and runtime properties of a custom design in

Active Workspace
After performing the additional configuration steps required for a custom design in BMIDE, you must
enable the display of the persistent and runtime properties in Active Workspace. For example, for the
custom design, B4CustomDesign, you created a persistent property, Is Part Required, and a runtime
property Create Aligned Part. You must now enable the display of these properties in the Create panel
in Active Workspace. You must also enable the display of the Is Part Required property in the Summary
tab of the custom design. To do so:

1. Modify the Awb0BOMArchetypeToOccurrence business object constant to include the custom

design revision:

a. In BMIDE, open the Awb0DesignElement business object.

b. In the Business Object Constants tab, select Awb0BOMArchetypeToOccurrence and click

Edit.

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 Show persistent and runtime properties of a custom design in Active Workspace

c. In the Modify Business Object dialog box, add the custom design revision that you created in
Value, for example, B4CustomDesignRevision. Click Finish.

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© 2022 Siemens
 10. Perform additional configurations for custom designs

2. Modify the Awb0SupportsStructure global constant to include the custom part revision:

a. Click Open Global Constant Editor and select Awb0SupportsStructure.

b. Click Edit.

c. In the Modify Global Constant dialog box, click Add next to Value.

d. In the Add Value dialog box, enter the custom design revision, for example,
B4CustomDesignRevision, and click Finish.

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 Show persistent and runtime properties of a custom design in Active Workspace

3. Create a site preference with the following details:

Name AWC_B4CustomDesign.CREATERENDERING where

B4CustomDesign is the custom design that you created.
Protection Scope Site
Category Product Structure.CAD BOM Alignment
Value Pma0AutomationDesignCreate

4. Open Tc_ROOT\TR\install\pma0automation\data\Pma0AutomationDesignCreate.xml and add the

following entries:

<property name="b4IsPartRequired"/>
<property name="b4CreateAlignedPart"/>

You add these entries so that the Is Part Required and Create Aligned Part properties are
displayed on the Create panel in Active Workspace.

5. Create the following site preferences:

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-15
© 2022 Siemens
 10. Perform additional configurations for custom designs

Preferences Details
AWC_B4CustomDesignRevision. Protection Scope: Site
SUMMARYRENDERING
Category: Product Structure.CAD BOM Alignment
Value: Awp0DesignRevSummary
AWC_B4CustomDesignRevision. Protection Scope: Site
INFORENDERING
Category: Product Structure.CAD BOM Alignment
Value: Pma1DesignRevInfoSummary
AWC_B4CustomDesignRevision. Protection Scope: Site
showObjectLocation.SUMMARY
Category: Product Structure.CAD BOM Alignment
RENDERING
Value:
Awb0DesignRevSummaryForShowObjectLocation

Here, B4CustomDesignRevision is the revision of the custom design that you created.

6. Open Tc_ROOT\TR\install\pma1awautomation\data\Pma1DesignRevSummary.xml and add the

following entries:

<content visibleWhen="object_type==B4CustomDesignRevision">
<property name="REF(items_tag,
B4CustomDesign).b4IsPartRequired"/>
</content>

These are the entries for the sample B4CustomDesign and B4CustomDesignRevision. You must
make similar entries for the custom design and custom design revision that you created. You add
these entries so that the Is Part Required and Create Aligned Part properties are displayed in the
Summary tab in Active Workspace.

7. Open Tc_ROOT\TR\install\activeworkspacebom\data\Awb0DesignElementSummary.xml and add

the following entries:

<content
visibleWhen="awb0UnderlyingObjectType==B4CustomDesignRevision">
<inject type="dataset" src="Fnd0AlignedPartsProvider" />
</content>

These entries are for the sample B4CustomDesign. You must make a similar entry for the custom
design that you created.

8. Open Tc_ROOT\TR\install\activeworkspacebom\data\entcba\Fnd0AlignedPartsProvider.xml and add

the following entries:

<content visibleWhen="object_type==B4CustomDesignRevision">
<content visibleWhen="REF(items_tag,

10-16 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 Import style sheets for custom designs

B4CustomDesign).b4IsPartRequired==true">
<inject src="AlignedParts" type="dataset"/>
</content>
</content>

<content visibleWhen="REF(awb0Archetype,
B4CustomDesignRevision).object_type==B4CustomDesignRevision">
<content visibleWhen="pma1IsPartRequired==true">
<inject src="AlignedParts" type="dataset"/>
</content>
</content>

These are the entries for the sample B4CustomDesign and B4CustomDesignRevision. You must
make similar entries for the custom design and custom design revision that you created.

Import style sheets for custom designs

Import style sheets so that the change you made to the custom designs are displayed on Active
Workspace.

1. Open the TC_ROOT\TR\install\pma1awautomation\install_pma1awautomation.default and

TC_ROOT\TR\install\pma0automation\install_pma0automation.default files.

2. Follow the steps mentioned in these files to import style sheets by using the
install_xml_stylesheet_datasets utility.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 10-17
© 2022 Siemens
 10. Perform additional configurations for custom designs

10-18 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
© 2022 Siemens
 11. Generate an engineering BOM through
a utility
You can generate an engineering BOM automatically from a design BOM already available in Teamcenter
by executing the generate_ebom_from_dbom utility. In the generated engineering BOM, the newly
created part occurrences are automatically aligned with the corresponding design occurrences.

Use the following syntax to run the utility at the Teamcenter command prompt:

generate_ebom_from_dbom -u=Teamcenter_username -p=Teamcenter_password -g=group -

dbomroot=dbom_root_item_id -structure_type=part_ebom

For detailed information about this utility and its arguments, run the utility as follows:

generate_ebom_from_dbom -h

The -h argument displays the help that describes each argument in detail.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 11-1
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 11. Generate an engineering BOM through a utility

11-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 12. Set up workflows to generate and
update an aligned BOM
You can set up workflow tasks to generate and update an aligned engineering BOM, design BOM, and
collaborative product engineering BOM by using the following handlers:

Handler Description
PMA0_generate_dbom_handler Generates a design BOM from an engineering
BOM.
PMA0_generate_part_ebom_handler Generates an engineering BOM from a design
BOM.
PMA0_generate_product_ebom_handler Generates a collaborative product engineering
BOM from a design BOM.
PMA0_update_dbom_handler Updates the design BOM aligned to an
engineering BOM with the engineering BOM
changes.
PMA0_update_ebom_handler Updates the engineering BOM aligned to a
design BOM with the design changes.

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 12. Set up workflows to generate and update an aligned BOM

12-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 13. Disable the alignment of multiple
design occurrences to a single part
occurrence
By default, a design occurring multiple times in a design BOM can be aligned to a single part occurrence
with the quantity same as the number of times the design occurs in the design BOM. To disable multiple
alignment, set the FND0_ENABLE_MULTIPLE_ALIGNMENT_CRITERIA preference to False.

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 13-1
© 2022 Siemens
 13. Disable the alignment of multiple design occurrences to a single part occurrence

13-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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 14. Define how BOM updates must be
identified
You can define whether to both source and target structures or only the source structure must be
checked for BOM updates. For this, you set the Pma0_use_struct_mod_date preference. By default, the
preference is set to True so that only the source structure is checked for BOM updated. However, if you
observe a loss in functionality due to this setting, change the value of this preference to False.

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 14. Define how BOM updates must be identified

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 15. Enable the automatic revision of a
released part during the automated update
If an aligned design BOM is updated, users perform the automated update to modify the corresponding
engineering BOM. During the automated update, a released part is reused by default.

For example, consider that the design occurrence of Alternator in the Engine Assembly of the product,
Crosskart, is updated. The corresponding engineering BOM of Crosskart must be updated accordingly.
The current revision of the part Engine Assembly is revision A, and it is released. On performing an
automated update, the engineering BOM of Crosskart is updated to reflect the changes made to
Alternator, and revision A of the part Engine Assembly is reused. In other words, the changes to the part
Alternator are made in revision A of Engine Assembly.

You can choose to automatically revise a released part before making the changes by setting the value
of the Pma0_automation_revise_collaborative_parts preference as True. On doing so, the released
part is first revised, and the changes are made in the latest revision. For example, if this preference is set
to True, the part Engine Assembly is first revised automatically, and the changes related to Alternator
are made in revision B. Revision B of Engine Assembly is used in the updated engineering BOM of
Crosskart.

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 15. Enable the automatic revision of a released part during the automated update

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 16. Migrate absolute alignment data as
relative alignment data
Design occurrences and part occurrences can be aligned based on their absolute position or relative
position.

The absolute position of an occurrence is its position in a structure with respect to the topmost part of
the structure irrespective of whether the occurrence belongs to another assembly within the structure.
The relative position of an occurrence is its position with respect to the assembly it belongs to.

Restrictions and limitations

The newest Teamcenter solution to perform design BOM and engineering BOM alignment using Active
Workspace supports only relative alignment. If you are using an existing Teamcenter solution to perform
alignment and if there is any absolute alignment data, you must first migrate this data as relative
alignment data.

Procedure

1. Install the Product Master Automation feature.

2. Disable the existing alignment solution and enable the new alignment solution.

3. Run the following utility at the Teamcenter command prompt to migrate the absolute alignment
data as relative alignment data:

cba_migrate_design_ebom -u=user_id {-p=password | -pf=password_file} -g=group -

dbomroot=dbom_item_id -drevrule=dbom_revision_rule -ebomroot=ebom_item_id -
erevrule=ebom_revision_rule -log=absolute_path_to_logfilename -
report=absolute_path_to_fileName -removeJT=true/false

Here, the -log and -report arguments are optional. For more information about this utility, see its
help:

cba_migrate_design_ebom -h

Results

After the data is migrated, a migration report is available in the file name that you specified in the -
report argument of the cba_migrate_design_ebom utility. In case you did not specify a location in the -
report argument, the report is available in the folder from where you ran the
cba_migrate_design_ebom utility.

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 16. Migrate absolute alignment data as relative alignment data

The column Displays

Status Any alignment data that failed to migrate. A link is created between
the design and its corresponding part when the data is migrated
successfully.

Error Info Information related to the error returned by the migration utility.

CBA1 publish link ID The absolute alignment links that are found by the utility before the
migration.

New CBA3 publish link ID The alignment links that are newly created by the utility after the
migration.

pma0IsPartRequired Any change made to the pma0IsPartRequired property of a

Property design.

fnd0AssemblyIndicator Any change made to the fnd0AssemblyIndicator property of a

Property design.

fnd0HasMultipleDesigns Any change made to the fnd0HasMultipleDesigns property of a

Property part.

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 17. Customize engineering BOM and
design BOM generation
You can customize the engineering BOM and design BOM generation by using certain API functions that
are provided to you by default. For detailed information about these functions:

1. Open the documentation of the current Teamcenter release on Support Center.

2. Browse the Teamcenter help by product area.

3. Open Integration Toolkit Function Reference listed under References for Administrators and
Customizers.

4. In the ITK Function Reference, go to the Modules tab.

5. Use the functions listed in the following modules to customize the BOM generation as per your site
requirement:

Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2 17-1
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 17. Customize engineering BOM and design BOM generation

• Product Master Automation

• Bill of Materials (BOM)

• Part

• Design

17-2 Administration of Design BOM and Engineering BOM Alignment, Active Workspace 6.2
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