BOM Manager

Version 1.0.0
Application manual

Software Description

BOM Manager Ver 1.0.0 is an application performing a series of operations needed for creation of project
BOM report file.

Benefits

Benefits provided by BOM Manager implementation should be found in:

• Automatization of reports creation workflow

• Reduction of errors in an error prone process
• Standardization of reports creation

Platform Requirements

The software is made with a minimum of external dependencies and can be used in Windows 10 and later.

Application Requirements

The usage of the updated local copies of OneDrive Excel price lists is mandatory.

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Contents

Software Description..................................................................................................................................... 1
Benefits ......................................................................................................................................................... 1
Platform Requirements ................................................................................................................................. 1
Application Requirements............................................................................................................................. 1
Software Installation Guide ........................................................................................................................... 3
Software Resources ....................................................................................................................................... 4
Configuration File ...................................................................................................................................... 5
Source Data Excel Files .............................................................................................................................. 7
Price lists ................................................................................................................................................... 7
Main BOM Template File ........................................................................................................................... 7
Application Usage ......................................................................................................................................... 8
Application Output ...................................................................................................................................... 10
Troubleshooting .......................................................................................................................................... 10

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Software Installation Guide

The BOM Manager is published as a ClickOnce application, which is always installed per user in the user
application cache (C:\Users\username\AppData\Local\Apps\2.0).

After installation, the software is accessible from Windows StartMenu.

Installation steps:

1. Starting setup.exe from the application install source directory:

2. Choosing to install application on the next prompt:

Important info:
After the installation, the corresponding resource files should be setup as well, for the software to work
properly.

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Software Resources

The BOM Manager needs a specific set of files that should copied to the sourceFiles folder in the
application's directory (C:\Users\username\AppData\Local\Apps\2.0\sourceFiles):

• Configuration file (extension: *.pmconfig)

• Source data Excel files (extension: *.xlsx)

sourceFiles folder preview

Important Info:
One can locate the directory where BOM Manager has been installed via Task Manager as well:

1. Start the application

2. Open Windows Task Manager
3. Right-click on the application and select Open file location

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Configuration File

Configuration file is shipped along with software installer. The file is an external resource so users can
easily modified it and exchange it. The inner format of the file is JSON and that format should be preserved
while altering configuration values.

Configuration file content (Version 1.0.0):

{
"Sources": [
{
"DataSource": "Rasnov",
"FilenameSubstring": "rasnov",
"PartcodePropertySubstring": "ArtNr",
"NamePropertySubstring": "ArtBeskr",
"PricePropertySubstring": "XD4_Buy"
},
{
"DataSource": "Laubach",
"FilenameSubstring": "laubach",
"PartcodePropertySubstring": "ArtNr",
"NamePropertySubstring": "ArtBeskr",
"PricePropertySubstring": "XD4_Buy"
},
{
"DataSource": "SolidEdge",
"FilenameSubstring": "Solid",
"PartcodePropertySubstring": "Document Number",
"NamePropertySubstring": "File Name (no extension)",
"PricePropertySubstring": "Price",
"FactoryPropertySubstring": "Factory",
"PriceColumnInsertOffset": 1
},
{
"DataSource": "MasterBOM",
"FilenameSubstring": "Master",
"PartcodePropertySubstring": "PartcodeID",
"NamePropertySubstring": "Partname",
"PricePropertySubstring": "Price",
"SourceSheetName": "SolidEdgeBOM"
}
],
"TempFileSubstring": "_DexTempFile",
"OutputFileSuffix": "Modified",
"RemoveTemporaryFiles": "true",
"DefaultPriceSource": 1
}

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Configuration properties (Version 1.0.0)

Property Explanation
DataSource Type of the Excel source file
FilenameSubstring Source file name must contain this substring so it can be
correctly recognized
PartcodePropertySubstring Source file Excel table name must contain this column header
so it can be correctly recognized as a Partcode column
NamePropertySubstring Source file Excel table name must contain this column header
so it can be correctly recognized as a Name column
PricePropertySubstring Source file Excel table name must contain this column header
so it can be correctly recognized as a Price column
FactoryPropertySubstring Source file Excel table name must contain this column header
so it can be correctly recognized as a Factory column
PriceColumnInsertOffset Number of columns to skip after inserting price data (default:
1, so Name column can be skipped)
NamePropertySubstring Source file Excel table name must contain this column header
so it can be correctly recognized as a Factory column
SourceSheetName Name of the helper sheet in the final BOM report (the 1st
sheet)
TempFileSubstring Temporary file suffix
OutputFileSuffix Output file suffix
RemoveTemporaryFiles True if temporary files should be removed after process is
completed, otherwise false (useful for debugging the process
and examining of intermediate files)
DefaultPriceSource Default value for source factory. If number 1 (for Rasnov) or 2
(for Laubach) is set, user won't be required to choose the
factory while process in on the way, because the default one
will be taken

*Property types (numbers and texts) are self-explanatory

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Source Data Excel Files

Source data excel files are the following:

1. Rasnov price list

2. Laubach price list
3. Main BOM template file

Price lists

Having price lists Excel files in sourceFiles directory is mandatory and those files should be in sync with
corresponding OneDrive counterparts. By relying on local copies of price data BOM Manager is not
dependent on external OneDrive or SharePoint APIs.

Price list file formatting preview:

Main BOM Template File

Main BOM template is user specific, allowing every application client to have it's on way of formatting final
BOM report. The BOM Manager will collect data and copy results in the first sheet of main BOM template,
after which related sheets should be refreshed and the project's BOM report saved.

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Application Usage

Application workflow can be split on the following subprocesses:

1. The software reads the configuration data from a configuration file

2. Searching and confirming price lists and main BOM reports are in resources
3. User is asked for a SolidEdge BOM report full file path to be entered (or drag&dropped from
Windows Explorer)

4. Product codes are taken from SolidEdge BOM report data

5. Price lists Excel data is being read
6. Price lists Excel data is mapped to corresponding internal price item objects
7. Newly created price item objects are written in a temporary copy of SolidEdge BOM report
8. Temporary copy of the SolidEdge BOM report sheet is renamed and inserted as the first sheet of
the main BOM report
9. Temporary files are removed if the configuration say so

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10. The user is asked whether the resulting report file stored in the output folder should be opened

Alternatively, if configuration says prices should not be taken from a default factory but user defined, the
user is asked to choose the appropriate item production factory for every price item which is not
predetermined:

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Application Output

The following screenshot shows the inserted sheet in the main BOM template file. The price column is
inserted, items in green retrieved from price lists and orange data either taken from a default factory price
list or via user interaction:

Troubleshooting

In case of any unknown error or unexpected results, please send a screenshot of the application, resource
folder and corresponding SolidEdge BOM report to IT support.

Information is marked as Confidential and belongs to GMH.