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 FactoryLogix Office client application.

Note

Bold items on wizard pages are required values.

Create a new assembly

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

Log into the FactoryLogix Office 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.

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.

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

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.

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

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 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.
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.

Under Importing File List on the right side of the page, select Add File, locate and select the BOM file for the new assembly, then select Open.

If the BOM file isn't recognized, it displays as type Other. To change the file type for the BOM, select BOM File and note the addition of a new button for BOM Formatting.

Add the remaining files or folders that support this assembly build, then select Next.

BOM text formatting

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

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

BOM worksheet selection

When you import a worksheet-based BOM file containing more than one tab/worksheet to use for a new process definition, the BOM Worksheet Selection option displays in the Process Definition wizard.

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

The BOM Worksheet Selection page displays, allowing you to select the desired BOM worksheet for this assembly. The following illustration shows an Excel file BOM with two worksheets: AEGIS_CONSOLE$ and Sheet 1$.
Under Worksheets, select the worksheet that contains the BOM data for this assembly.

The Preview pane on the right side of the window shows you what the worksheet BOM looks like before further editing.
Select Next to move to the next wizard page.

BOM formatting

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

On the BOM Formatting page, right-click a row, then select an editing option (Add Text, Edit Reference, Merge, Filter, and so on).
Right-click a column, then select a new column definition or remove a selected definition from the BOM.
Select the row containing the column headers, then select the Map Row to Column Headers tool.
In the Map Column Headers dialog, select BOM rows to map to specific columns.
(Optional) After the columns are assigned, you can delete the header row automatically by selecting the Delete Header Row check box in the lower-left corner of the window.
After you make the desired column mapping changes, select OK.
When you finish formatting the BOM file, 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.

Edit rows

Editing rows	Description

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:

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

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 Map Row to Column Headers on the toolbar.
FactoryLogix analyzes the row and automatically determines the contents of the column.

The results are shown in the Map Column Headers dialog.
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, improving column fit, and searching column data.
- 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.
- Show Search Panel - Displays the Search bar so you can search the selected column for specific data.
When you are satisfied with the BOM column data, select OK to return to the BOM Formatting page.

Delete Rows

Deletes selected rows of data from the BOM.

Edit columns

Editing columns	Description

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

Use the Action Recorder

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

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 Saved Recordings drop-down, then 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 Save* button on the Action Recorder toolbar, enter a name and location for the template file when prompted, then 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: 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.

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.

FactoryLogix SaaS

Create a non-PCB assembly

Create a new assembly

Select new process options

Load design files

BOM text formatting

BOM worksheet selection

BOM formatting

BOM cleaning tools and editing options

Edit rows

Edit columns

Use the Action Recorder

Finish the import