Lesson 3 Create a bill of materials

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In this chapter we are going to create a bill of materials. Certain items in the bill of materials will be linked to a product group in Product Information Center. We also will demonstrate the automatic type number recognition.

Open MatStream Bill Of Materials

Select in the Start menu of windows: Program -> MatStream -> Bill Of Materials. Bill Of Materials will be opened. Follow the instructions on your screen for logging in and compression of the database.

Starting a new bill of materials

When we just have opened MatStream Bill Of Materials, then there is a new bill of materials present at your screen. So we can get started with adding data to it.

First we begin with adding an item to the bill of materials that is not linked to a product group in Product Information Center.

Add the following data to the first row of the bill of materials.
Item: '1', Description: 'Sub item of sample 1', Brand: 'Sample brand', Type number: 'Sub sample 1', Material: 'Stainless steel', Connection:'1/4" NPT',  Qty:'4'

Saving the bill of materials
  1. Select Save in the File menu. A window will be displayed projects and bills of materials that are already present in the database.
  2. First we create a new project. Select the button New project. Change the name of the new project folder to 'Sample project'.
  3. Change if necessary the value of the field 'Document name' to 'Bill Of Materials 1'.
  4. Select the button Save. This bill of materials will be saved in the project folder 'Sample project'.
Adding a product from Product Information Center.
  1. Adding a product by recognition of the type number
  2. Drag a product from Product Information Center to the bill of materials
  3. Linking a row to a product in PIC

Select Save in the File menu to save the changes of this bill of materials.

Automatic type number recognition

In the previous example you have seen that when a type number exist in Product Information Center, it will be recognized and completed. The same thing happens when a type number from a previous bill of materials is recognized.

  1. Select New in the File menu. A new bill of materials will be opened.
  2. Type the value 'SS-44S6' in the column 'Type number' of the first row. This is the same type number as we have used in the previous bill of materials (you must have saved the previous bill of materials).
  3. You see in with this example that the row is completed with data of the previous bill of materials. The row is again linked to the '40 SERIES' in PIC like the item in the previous bill of materials was.

This example shows that you only have to add product groups to Product Information Center. Every type number that will be added to a bill of materials and linked to a product group, will also be recognized, completed and linked.

Close the bill of materials. It is not necessary to save this bill of materials.

Add or edit columns

We will continue with the example bill of materials that has three items in it.
In this bill of materials the default columns are already present. Now we are going to add some columns to it.

  1. Edit the Qty column.
  2. Adding a 'quantity' column.
  3. Adding a total quantity column

    Now you can see that the column 'Total' is rendered grey. The values in this column are calculated and represent the total of all quantity columns in the bill of materials. You can not manually edit the values in this column. If necessary you can change the order of the columns by picking them up on the column header, and dragging it to the new position.

  4. Adding a column with custom product properties
    We have added the properties 'Hight' and 'Width' to the example product in a previous chapter. These properties can also be shown in the bill of materials.



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