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.
...
Log into the NPI client application.
Select Process Engineering
> New Assembly.
Enter a name for the New Assembly, then enter a value for the New Assembly Revision level.
To associate a customer with this assembly, select a name from the Customer drop-down or select the Add
button, enter a new customer name, then select OK.
Note
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.
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.
If this assembly is required to pass Restriction of Hazardous Materials (RoHS) compliance, select the RoHS check box.
Enter a Description for the assembly.
...
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.
Enter a New Process Revision level.
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.
Select Next.
Select new process options
Note
If you did not select New Process in the previous procedure, skip to the next topic, Load Design Files.
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.
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.
Select the Product Tracking Mode: Serialized, Non-Serialized, or Hybrid.
Note
The Hybrid tracking mode tracks (in order) non-serialized, then serialized products.
Determine if you need route enforcement for this assembly, then select Disabled, Warn, or Enabled.
Note
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.
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:
To create a Lock Down profile for this assembly, select the gear icon, select the Add
button, enter a name for the profile, then select OK. 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.
To associate this process definition with a project, select the Browse (...) button, locate and select the project, then select OK.
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.
...
Editing rows | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
Filter | Removes all rows that contain the specified text from the selected cell in a column. Filter Matching Options specify the position of the filter text within the search:
| ||||||||||
Map Row to Column Headers | Maps the row of headers at the top of the BOM that define the data in each column to informational rows to define each column in the BOM.
Note You can also modify individual column definitions on the BOM Formatting page by right-clicking a column header and selecting a new column definition from the menu.
Note The Filter Editor is also used in DataMiner (Analytics) and the Trace window (Production) For details about using the Filter Editor, see Filter column data. | ||||||||||
Delete Rows | Deletes selected rows of data from the BOM. |
Edit columns
Editing columns | Description |
|---|---|
Add Text | Adds a prefix or suffix to the text in a selected column. Empty cells in the column will also contain the prefix or suffix automatically.
|
Fill Down | In some cases, BOM line items span multiple rows, but not every column's data is repeated in each row.
|
Delete Column | Removes a selected column from the imported BOM. |
Merge | Merges two or more selected columns of data into a single column. You can also remove the original columns after the merge.   |
Split | Divides a single selected column into two or more columns and splits the column at the selected characters.
You can also remove the original columns after the split. |
Replace | Searches for and replaces the specified text from the selected cell to all the cells in the column that contain the specified text. You can match whole words only and/or match replacement text by case.  |
Create IPN Column | Allows you to create a new column from the selected column. The data in the new column may be appended with a prefix or suffix.   |
Merge Existing References | Allows you to merge the references from an existing BOM with the imported BOM (primarily used for non-PCB assemblies). |
...
During the BOM cleaning process, each change you make to the BOM is tracked and recorded automatically in the Action Recorder at the bottom of the BOM Formatting page. You can repeat previous actions on selected rows or columns using the commands in the Action Recorder (see the following table).
...
Command | Description |
|---|---|
Apply | Applies the selected action to a selected row or column of the BOM.
|
Save | Saves the current BOM cleaning actions as a recording (*.abt file) for use with other BOMs.
|
Import | Opens a dialog where you can browse to and select a recording (*.abt file) to import and use to clean the current BOM. When you import a recording file, it displays in the Saved Recordings drop-down. |
Export | Exports the current recording to a selected folder. |
Delete | Deletes the current BOM cleaning recording. |
Delete Action | Deletes the selected action from the Action Recorder. Select the arrow to the right of the Delete Action command (or drag to make the window wider) to display additional commands:  Undo Action - Reverses the selected action in the Action Recorder. Redo Action - Repeats the selected action in the Action Recorder. Join - Displays a dialog where you can join columns from a selected BOM with the current BOM.  |
Finish the import
After cleaning and formatting the BOM and resolving BOM errors, you're ready to finish importing the data for the new assembly.
...
Note
...
If you want to make additional changes to the BOM at a later time, you can do so at any time in the Process Definition window in NPI.
Use the Back and Next buttons to review your selections for the assembly.
When you are finished making changes and you are ready to import the files for the new assembly, select Import.
The BOM and other supporting files for the assembly are imported and the BOM node of the Process Tree is selected in the Process Definition window. Any BOM validation errors or warnings are displayed at the bottom of the screen.
