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:

For details about working with 3D CAD files in FactoryLogix, see Work with 3D CAD in FactoryLogix. (Note that 3D CAD support is paid option.)

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, CAD, and/or a process definition from an existing assembly if desired.

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.

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

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.
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.
  
  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.
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 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.

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

Important!
When importing a 3D CAD file, be sure to unzip any zipped files, then 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. (Very large files may take longer to load.)
Select Add File, locate and select the BOM file for the new assembly, then select Open.

Note:
For BOM files created in Microsoft Excel, FactoryLogix supports only Excel version 5.0 and higher files (*.xlsx format).
If the BOM file isn't recognized, it displays as type Other. To change the file type for the BOM, select BOM File from the File Type drop-down, and note the addition of a new button on the left side of the wizard page for BOM Formatting.

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!
Add any other remaining files to support this assembly build, then select Next to move to the BOM Text Formatting 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 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:
  If a delimiter 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.

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

Format multiple BOM worksheets/tabs

If you import a worksheet-based BOM file containing more than one worksheet/tab to use for a new process definition, the BOM Worksheet Selection tab 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 a sample 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 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 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.

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.

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 finish making 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.

BOM Formatting page toolbar

Tip

You can use the toolbar buttons or 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 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 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. 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. (Optional) Right-click a column header to display commands for sorting, filtering, grouping, and organizing 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. 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. 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
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).

Action Recorder

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.

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 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 BOM Error List. Use the selections under BOM Error List to change the error display in the Process Definition window.
To view the 3D CAD assembly in the Process Definition window, select 3D CAD in the Process tree on the left side of the window.

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.