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Create a new assembly

Importing a 3D CAD file is similar to importing other CAD files into FactoryLogix. 

This topic describes the typical steps to define a new assembly using 3D CAD data and how to import and

Create a new assembly

Importing a 3D CAD file is similar to importing other CAD files into FactoryLogix. 

This topic describes the typical steps to define a new assembly using 3D CAD data and 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. 

note

iconfalsetitle

Note

:

For details about working with 3D CAD files in FactoryLogix, see 

German

(de) Mit 3D-CAD in FactoryLogix arbeiten . (Note that 3D CAD support is paid option.)

When you create a new assembly, only bold items

are 

are required (name, revision level, and process revision level). Other options allow you to assign a customer to the assembly and copy a BOM, CAD, and/or a process definition from an existing assembly if desired.

  1. Log into

the 

  1. the NPI

 client

  1.  client application.

  2. Select Process Engineering Process Engineering buttonImage Modified > New Assembly.

New Assembly wizard pageImage Removed


  1. New Assembly wizard pageImage Added

  2. Enter a name for

the 

  1. the New Assembly, then enter a value for the New Assembly Revision

 level

  1.  level.

  2. To associate a customer with this assembly, select a name from

the 

  1. the Customer

 drop

  1.  drop-

down or select the AddAdd buttonImage Removed button

  1. down or select the Add blackAdd Item buttonImage Addedbutton, enter a new customer name, then

select iconfalse

  1. select OK.


Note


title

Note

:

Configure-to-Order (CTO) represents a customer'

s ability to define the configuration of a product when

s ability to define the configuration of a product when they order it and a manufacturer to

subsequently build that

subsequently build that product configuration dynamically when they receive

the order

the order.

  1. If this assembly is a Configure-To-Order assembly, select

the 

  1. the Is a Configurable Assembly (Will be a configure-to-order/CTO assembly)

 check

  1.  check box.

  2. If this assembly is required to

pass 

  1. pass Restriction of Hazardous Materials (RoHS) compliance, select

the 

  1. the RoHS

 check

  1.  check box.

  2. Enter

a 

  1. a Description

 for

  1.  for the assembly

.
NoteiconfalsetitleNote:

  1. .

Note

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

  1. Select

 New

  1.  New BOM/CAD

 if

  1.  if you want to import a BOM file and CAD file for this

assembly 

  1. assembly or

 select 

  1.  select Copy From Existing Assembly to quickly reuse an existing BOM and CAD, then select the assembly from the list and

select 

  1. select OK.

  2. Enter

a 

  1. a New Process Revision

 level

  1.  level.

Select 

  1. Select New Process to create a new process definition for this assembly 

or 

  1. or select Copy from Existing Assembly

 to

  1.  to copy a process definition from an existing assembly, select the assembly name from the list that displays, then

select 

  1. select OK.

Select 

  1. Select Next.

Select new process options

Noteicon

falsetitle

Note

:

If you did not select New Process in the previous procedure, skip to the next topic, Load Design Files.

If you

selected 

selected New Process

 in

 in the previous procedure, the wizard adds

the 

the New Process Options

 page automatically

 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.

New Process Options pageImage Removediconfalsetitle


  1. New Process Options pageImage Added



  2. Select the Product Tracking Mode: Serialized, Non-Serialized, or Hybrid.

Note

Note

:

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

  1. Determine if you need route enforcement for this assembly, then

select 

  1. select Disabled, Warn,

or 

  1. or Enabled.

  2. If you plan to

allow 

  1. allow Post-Release Editing

 of

  1.  of this assembly, select a previously-

defined 

  1. defined Lock Down

 profile

  1.  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 

    • the gear

 icon

    •  icon, select

the 

    • the Add Add buttonImage Modified button, enter a name for the profile, then

select 

    • 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 iconfalsetitle

    • select OK.


Note


Note

:

A 

A Lock Down profile

 specifies

 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.

  1. To associate this process definition with a project, select

the 

  1. the Browse (...) button, locate and select the project, then

select 

  1. select OK.

Select 

  1. Select Finish.

Load design files

The Load Design Files page is where you select a 3D CAD assembly file, 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.

Noteiconfalsetitle

Note

:

When you load design files, be sure to look in the File Type column and verify that each file type is identified correctly—especially BOM files that typically require cleaning and formatting. For example, a BOM may be loaded as an Unknown file type. Use the File Type drop-down to change design files to the appropriate (specific) file type for the product or assembly.

Under 

  1. Under Importing File List

 on

  1.  on the right side of the page, select Add File, then select the 3D CAD file for this assembly

.
NoteiconfalsetitleNote:

  1. .

Info

Important

When importing a 3D CAD file, be sure to unzip any zipped files, then

select the 

select the master

 

assembly file on the Load Design Files page of the New Assembly wizard. For example, when working with SOLIDWORKS assembly files, you would select the *.SLDASM file to load the 3D CAD image of the full assembly

. Load Design Files wizard pageImage Removed 

. (Very large files may take longer to load.)


Load Design Files wizard pageImage Added

  1. Select Add File, locate and select the BOM file for the new assembly, then

select iconfalsetitle

  1. select Open.


Note


Note

:

For BOM files created in Microsoft Excel, FactoryLogix supports

 

only Excel version 5.0 and higher files (*.xlsx format). 

Select the BOM File to loadImage Removed

Select the BOM File to loadImage Added

  1. If the BOM file isn't recognized, it displays as

type 

  1. type Other. To change the file type for the BOM, select

 BOM

  1.  BOM File from the File Type drop-down,

 and

  1.  and note the addition of a new button on the left side of the wizard page

for 

  1. for BOM Formatting.

Info
iconfalse
title

Important

!

If you don't select the file type BOM for your BOM file, you won't see or be able to use additional BOM formatting options!

  1. Add any other remaining files to support this assembly build, then select Next

 to

  1.  to move to

the 

  1. the BOM Text Formatting

 page.
Noteiconfalsetitle

  1.  page.

Note

:

Product and Manufacturing Information

 

(PMI) refers to the annotations and attributes that compliment the geometric definitions in a 3D CAD model. PMI markup can be associated with specific components in the model hierarchy including the faces or edges of the assembly parts. PMI elements are often associated to 3D CAD views, in particular, annotation-views representing a specific state of an assembly. When you import a 3D CAD assembly file into FactoryLogix, all existing PMI is also imported automatically.

Format a text-based BOM

If you import a

 

text-based BOM

 

file to use for a new process definition, the

 

BOM Text Formatting

 

page displays in the Process Definition wizard.

Under 

  1. Under Parsing Options, do one of the following to format the text file:

    • Select

 Fixed

    •  Fixed Width

 to

    •  to create fixed-width columns for the BOM data, then enter the desired column width.

Select 

    • 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
iconfalse
titleNote:

    • If a delimiter character

isn't

    • 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 

  1. the Save 

Save buttonImage Removed button

  1. Save buttonImage Added button, enter

a 

  1. a Template Name, then

select  Noteiconfalsetitle

  1. select OK.

BOM Text Formatting wizard pageImage Removed


  1. BOM Text Formatting wizard Image Added

Note

:

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

the 

the Delete 

Delete buttonImage Removed button

Delete buttonImage Added button.

  1. When you finish formatting the BOM text,

select 

  1. select Next

 to

  1.  to move to

the 

  1. the BOM Formatting

 page

  1.  page where you can make additional modifications.

Format multiple BOM worksheets/tabs

If you import a

 

worksheet-based BOM

 

file

containing 

containing more than one

 worksheet

 worksheet/tab to use for a new process definition, the

 

BOM Worksheet Selection

 

tab displays in the Process Definition wizard.

  1. After you select the BOM worksheet file, select BOM Worksheet Selection on the left side of the wizard page.

Select the BOM Worksheet Selection optionImage Removed


  1. Select BOM Woksheet Selection optionImage Added



    The

 

  1. BOM Worksheet Selection

 

  1. page displays, allowing you to select the desired BOM worksheet for this assembly. The following illustration shows a sample Excel file BOM with two worksheets: AEGIS_CONSOLE$

 and 

  1.  and Sheet 1$.

BOM Worksheet Selection pageImage Removed


  1. BOM Worksheet SelectionImage Added

Under 



  2. Under Worksheets, select the worksheet that contains the BOM data for this assembly.

    The

 

  1. Preview

 

  1. pane on the right side of the window shows you what the worksheet BOM looks like before further editing.

Select 

  1. Select Next

 to

  1.  to move to the next wizard page.

BOM formatting

When you create a new part or assembly in FactoryLogix NPI, the BOM Formatting page of the wizard lets you process complex BOM information into a more usable and organized format. The main goal

of 

of BOM cleaning is to define the fields (columns) to import from the BOM and remove unnecessary information to make the BOM more readable before you publish it. 

FactoryLogix has powerful tools to help you clean BOM files of non-essential information and add formatting to make the BOM easier to read and use. When you format one type of BOM,

 FactoryLogix

 FactoryLogix has the ability to "remember" the cleaning process—that cleaning process can be applied automatically in the future for similar BOM files, saving you valuable time and effort. 

Info

icon

falsetitle

Important

!

Before making BOM formatting changes, we recommend you review the sub-topics in this section to understand the BOM cleaning tools, row and column editing options, and how the Action Recorder records and saves your BOM editing changes for future reuse.

  1. On

the 

  1. the BOM Formatting

 page

  1.  page, right-click a row, then select an editing option (Add Text, Edit Reference, Merge, Filter, and so on).

  2. Right-click a column, then select a new column

definition 

  1. definition or

 remove

  1.  remove a selected definition from the BOM.

Image Removed


  1. BOM Formatting pageImage Added



  2. Select the row containing the column headers, then select

the 

  1. the Map Row to Column Headers

 tool

  1.  tool.

In the 

  1. In the Map Column Headers dialog, select BOM rows to map to specific columns.

  2. (Optional) After the columns are assigned, you can delete the header row automatically by selecting

the 

  1. the Delete Header Row

 check

  1.  check box in the lower-left corner of the window.

Map Column Headers dialogImage Removed


  1. Map Column Headers dialogImage Added



  2. After you finish making the desired column mapping changes,

select 

  1. select OK.

BOM Formatting page twoImage Removed


  1. BOM FormattingImage Added



  2. When you finish formatting the BOM file,

select 

  1. select Next.

BOM cleaning tools and editing options

There are multiple tools and editing options available to help you format and clean up imported BOM data.

BOM Formatting page toolbarImage Removed


BOM Formatting page toolbarImage Added

Tip

iconfalsetitle

Tip

  • You can use the toolbar

buttons 

  • buttons or

 right

  •  right-click rows and columns to access editing options.

  • Drag between two column headers to make a column wider or narrower.

  • Standard Cut, Copy, and Paste editing commands are available for selected cells when you right-click a cell (you can undo these actions

using 

  • using Ctrl+Z).

Edit rows

Editing rows

Description

Filter

Removes all rows that contain the specified text from the selected cell in a column.

Filter Matching Options

 specify

 specify the position of the filter text within the search:

  • Starts With - If the specified filter text appears at the beginning of a cell, the entire row is removed

  • Contains - If the specified filter text appears anywhere within a cell in the selected column, the entire row is removed

  • Ends With - If the specified filter text appears at the end of a cell, the entire row is removed

Filter Rows dialogImage Removed
  • Filter Row(s) dialogImage Added

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.

  • Select the row containing the informational headers (if it exists), then

select 

  • select Map Row to Column Headers

 on

  •  on the toolbar.

BOM Formatting pageImage Removed


  • BOM Formatting pageImage Added



  • FactoryLogix analyzes the row and automatically determines the contents of the column.

    The results are shown in

the Map Column Headers dialog.
Map Column Headers dialogImage Removed
If necessary, modify the information further if desired using the Column Definition drop-downs to map different or additional column headers.
Note:

  • the Map Column Headers dialog.

    Map Column Headers dialogImage Added

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.

  • If necessary, modify the information further if desired using the Column Definition drop-downs to map different or additional column headers.

  • (Optional) Right-click a column header to display commands for sorting, filtering, grouping, and organizing column data.

Map Column Headers dialog editing menuImage Removed


  • Column editing commandsImage Added


    • Sort Ascending - Sorts all column data in A-Z order.

    • Sort Descending - Sorts all column data in Z-A order.

    • Clear Sorting - Removes all sorting from column data and returns it to its original order.

    • Group by This Column - Groups data by the selected column.

    • Show Group Panel - Displays the message "Drag a column header here to group by that column". You can drag any column header onto the message to group by that column. When you see a Red X, the grouping is performed.

    • Hide Group Panel - Hides the grouping panel and message at the top of the dialog.

    • Show Column Chooser - Displays a dialog to show you which column is currently selected for grouping.

    • Best Fit - Fits selected column data to an ideal width.

    • Best Fit (all columns) - Fits all column data to an ideal width.

    • Filter Editor - Displays a dialog where you can specify

filtering criteria for BOM data.

Note:

The Filter Editor is also used in DataMiner (Analytics) and the Trace window (Production) For details about using the Filter Editor, see Filter BOM column

    • filtering criteria for BOM data.

Filter Editor for BOM column dataImage Removed

    • Show Search Panel - Displays the Search bar so you can search the selected column for specific data.


      Filter Editor for BOM column dataImage Added


  • When you are satisfied with the BOM column data,

select 

  • select OK to return to the BOM Formatting page.

Note

The Filter Editor is also used in DataMiner (Analytics) and the Trace window (Production) For details about using the Filter Editor, see Filter BOM 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.

Select 

  • Select Add Text, enter the desired text, then specify the position of the new text (Before or After the selected cell).

Add Text dialogImage Removed


  • Add Text dialogImage Added

Fill Down

In some cases, BOM line items span multiple rows, but not every column's data is repeated in each row.

  • Select a column, then

select 

  • select Fill Down. Any blank cell is filled with the data from above.

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.

Merge Columns dialogImage Removed


Merge Columns dialogImage Added

Split

Divides a single selected column into two or more columns and splits the column at the selected characters.

Split Columns dialogImage Removed

Split Columns dialogImage Added

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.

Replace dialogImage Removed
Replace dialogImage Added

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.

Create IPN Column dialogImage Removed

Create IPN Column dialogImage Added

Merge Existing References

Allows you to merge the references from an existing BOM with the imported BOM (primarily used for non-PCB assemblies).

Use the Action Recorder

During the BOM cleaning process, each change you make to the BOM is tracked and recorded automatically in

the 

the Action Recorder

 at

 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).

Action RecorderImage Removed

Action RecorderImage Added

Command

Description

Apply

Applies the selected action to a selected row or column of the BOM. 

  • To apply a previously-saved recording to a BOM, select it from

the 

  • the Saved Recordings

 drop

  •  drop-down, then

select 

  • select Apply.

Save

Saves the current BOM cleaning actions as a recording (*.abt file) for use with other BOMs.

  • When you finish cleaning a BOM, select

the 

  • the Save

 button

  •  button on the Action Recorder toolbar, enter a name and location for the template file when prompted, then

select 

  • select Save.

    You can save as many recordings as you need for different BOM formats.

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:

Image Removed

Delete Action menuImage Added

  • 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.

Join BOM Files dialogImage Removed
  • Join BOM filesImage Added

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. 

Noteiconfalse

title

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.

  1. Use

the Back and Next buttons

  1. the Back and Next buttons to review your selections for the assembly.

  2. When you are finished making changes and you are ready to import the files for the new assembly,

select 

  1. select Import.

Finish Import wizard pageImage Removed


  1. Finish Import wizard pageImage Added



    The 3D CAD, the BOM, and other supporting files 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

under 

  1. under BOM Error List. Use the selections

under 

  1. under BOM Error List

 to

  1. to change the error display in the Process Definition window.

Image Removed


  1. BOM error listImage Added



  2. To view the 3D CAD assembly in the Process Definition window,

select 

  1. select 3D CAD

 in NoteiconfalsetitleNote:

  1. in the Process tree on the left side of the window.

Select 3D CAD in the tree to view the CAD fileImage Removed


  1. Select 3D CAD in the Process treeImage Added



Note

Notice that in the example, you also see

 

Capture

 

in the process tree. This refers to a .JPG screen capture file that was selected as a supporting file for this assembly when we used the Load Design Files wizard page for the new assembly. Select

 

Capture

 

to view the file as shown in the following illustration.

A screen capture of the 3D CAD model imported with other design filesImage Removed

A screen capture of the 3D CAD model imported with other design filesImage Added

Related topics

German

(de) Mit 3D-CAD in FactoryLogix arbeiten