This topic describes the typical steps to define a new assembly and shows you how to import and format a Bill of Materials (BOM). FactoryLogix uses a series of wizard pages to guide you through the steps to create a new product or assembly in the NPI client application. 

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1. Log into the NPI client application.

2. Select Process Engineering  > New Assembly.
   
   

   
   
   
   

3. Enter a name for the New Assembly, then enter a value for the New Assembly Revision level.
   

4. To associate a customer with this assembly, select a name from the Customer drop-down or select the AddImage Modified button, enter a new customer name, then select OK.
   
   

   Note
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   Configure-to-Order (CTO) represents a customer's ability to define the configuration of a product when they order it and a manufacturer to subsequently build that product configuration dynamically when they receive the order.

   
   

5. If this assembly is a Configure-To-Order assembly, select the Is a Configurable Assembly (Will be a configure-to-order / CTO assembly) check box.

6. If this assembly is required to pass Restriction of Hazardous Materials (RoHS) compliance, select the RoHS check box.

7. Enter a Description for the assembly.
   
   

   Note
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   Although entering an assembly description is optional, a detailed description can be very helpful to others who may not be familiar with the assembly.

   
   

8. Select New BOM/CAD if you want to import a BOM file and CAD file for this assembly or select Copy From Existing Assembly to quickly reuse an existing BOM and CAD, then select the assembly from the list and select OK.

9. Enter a New Process Revision level.

10. Select New Process to create a new process definition for this assembly or select Copy from Existing Assembly to copy a process definition from an existing assembly, select the assembly name from the list that displays, then select OK.

11. Select Next.

Select new process options

If you selected New Process in the previous procedure, the wizard adds the New Process Options page automatically. On this page, you specify a template for the process definition, the product tracking mode, route enforcement options, a profile for post-release editing, and (if desired) a project to associate the new process definition with for the assembly.

1. On the New Process Options page, select a template for the process definition (if one is available), or select No Template if you plan to create a new process definition for this assembly.
   
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2. Select the Product Tracking Mode: Serialized, Non-Serialized, or Hybrid.
   
   

   Note
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   The Hybrid tracking mode tracks (in order) non-serialized, then serialized products.

   
   

3. Determine if you need route enforcement for this assembly, then select Disabled, Warn, or Enabled.

4. If you plan to allow Post-Release Editing of this assembly, select a previously-defined Lock Down profile from the drop-down to apply it to the assembly or create a new profile: 
   
   

   1. To create a Lock Down profile for this assembly, select the gear icon, select the Add Image Modified button, enter a name for the profile, then select OK. 

   2. Use the check boxes to select the parts of the process definition you want to lock down (that is, prevent others from editing), then select OK.
      
      

      Note
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      A Lock Down profile specifies the parts of a process definition that can be edited and the parts that are locked down (non-editable) after being released to production.

      
      

5. To associate this process definition with a project, select the Browse (...) button, locate and select the project, then select OK.

6. Select Finish.
   

Load design files

The Load Design Files page is where you select a BOM and other supporting files for a new assembly. When you import files and folders, options at the top of the page are available to help you organize, select, and/or remove the necessary files and folders for the new assembly: View Item, Remove Item, Undo Delete, Select All, Remove All, Select Group, Remove Group. The available options depend on the files or folders selected on the page; use the check boxes to select or deselect specific files.

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1. Under Parsing Options, do one of the following to format the text file:
   
   
   • Select Fixed Width to create fixed-width columns for the BOM data, then enter the desired column width.

   • Select Delimited, then use the drop-down to select the delimiter used in the BOM file to separate the various data values (comma, semicolon, colon, bar, tab, double tab, space, or double space).
     
     

     Note
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     If a delimited character isn't listed, you can enter it in the Delimited drop-down.

     
     
     

2. To save your text formatting for use with other text-based BOM files you import, select the Save  button, enter a Template Name, then select OK.
   
   

   
   

   Note
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   If you apply a template to a text-based BOM but then decide you don't want to use the template, select the Delete  button.

   
   

3. When you finish formatting the BOM text, select Next to move to the BOM Formatting page where you can make additional modifications.

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