Creating Component Groups

Component groups are the primary element of BOM organization. This procedure describes how to:

§         Create component groups and add all associated component types

§         Select the information to display for each component group

To create and define a component group...

1.         Click the Layout tab.

2.         To create a New Group, right click in the box beneath Component Groups and Types and select New. You will then be able to name the group. If at any time you want to change the group’s name, right click on the group and choose Rename from the menu, or do a slow double click on the group’s current name.

3.         There are three ways to add component types to the new group:

• Right click on the group, select Insert, and then choose the Component Type you want to add from the menu.

• Highlight the group you are working with, right click on the Component Type you want to add, and then click on Add Selection.

• Highlight the group you are working with, and then double click the Component Type you want to add, which will add it to the group.

Ø      Note: You can’t have a component group in more than one folder. Once a type is used, it will disappear from the list, but it can be moved to a different group if desired.

4.         Select the data you want to display for the new group in the BOM table as follows:

•  At the bottom of the dialog box the default fields are displayed for each group.

• You can right click on the fields to Add or Delete. Depending on the location of the arrow determines where the new field will be inserted.

5.         Repeat Step 1-7 for each component group required for the    template.

6.       Proceed with Assigning Table and Field Order.