Bill of Materials (BOM) generation in Solidworks - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a Bill of Materials (BOM) in SolidWorks?

A Bill of Materials (BOM) is a detailed list of all parts, assemblies, and components needed to build a product. It includes quantities, part numbers, and descriptions.

beginner

How do you insert a BOM in a SolidWorks drawing?

You insert a BOM by opening the drawing, then selecting Insert > Tables > Bill of Materials. Choose the assembly view and customize the BOM as needed.

intermediate

What is the difference between a 'Top-level only' and 'Parts only' BOM?

'Top-level only' lists only the main assembly components, while 'Parts only' lists every individual part, including sub-assembly components.

intermediate

Why is it important to link BOM to the assembly drawing?

Linking BOM to the assembly drawing ensures that any changes in the assembly update the BOM automatically, keeping the documentation accurate.

intermediate

How can you customize the columns shown in a SolidWorks BOM?

You can customize columns by right-clicking the BOM table, selecting 'Insert', 'Delete', or 'Hide/Show' columns, and editing properties like quantity or description.

Which menu path do you use to insert a BOM in SolidWorks?

A File > New > BOM

B Insert > Tables > Bill of Materials

C Tools > BOM > Insert

D View > BOM > Add

The correct path is Insert > Tables > Bill of Materials to add a BOM to a drawing.

What does a 'Parts only' BOM show?

A Only main assembly components

B Only purchased parts

C Every individual part including sub-assemblies

D Only sub-assemblies

'Parts only' BOM lists every individual part, including those inside sub-assemblies.

Why should BOM be linked to the assembly drawing?

A To export BOM as Excel only

B To print BOM separately

C To lock BOM from editing

D To keep BOM and assembly synchronized automatically

Linking BOM to assembly ensures updates in assembly reflect in BOM automatically.

How can you add a new column to a BOM table?

A Right-click BOM > Insert > Column

B File > New Column

C Edit > Add Column

D View > Columns > Add

Right-clicking the BOM table allows you to insert new columns.

What information is NOT typically included in a BOM?

A Assembly drawing scale

B Part description

C Part number

D Part quantity

Assembly drawing scale is not part of BOM data; BOM focuses on parts and quantities.

Explain the steps to create and customize a Bill of Materials in SolidWorks.

Think about how you add tables and adjust columns in a drawing.

Describe why maintaining an accurate BOM is important in product design and manufacturing.

Consider how mistakes in parts lists affect building a product.

Practice

1.

What is the primary purpose of a Bill of Materials (BOM) in SolidWorks?

easy

A. To list all parts and quantities needed for a product

B. To create 3D models of parts

C. To simulate product movement

D. To generate technical drawings automatically

Solution

1. Step 1: Understand BOM definition

   A BOM is a list that details all parts and quantities required to build a product.

2. Step 2: Compare options with BOM purpose

   Only To list all parts and quantities needed for a product correctly describes the BOM's role in listing parts and quantities.

3. Final Answer:

   To list all parts and quantities needed for a product -> Option A

4. Quick Check:

   BOM = List of parts and quantities [OK]

Hint: BOM always lists parts and quantities, not models or simulations [OK]

Common Mistakes:

• Confusing BOM with 3D modeling or simulation
• Thinking BOM creates drawings automatically
• Assuming BOM is only for assembly instructions

2.

Which menu path in SolidWorks is used to insert a Bill of Materials table?

Choose the correct sequence.

easy

A. Tools > BOM > Insert Table

B. Insert > Tables > Bill of Materials

C. File > New > Bill of Materials

D. View > Tables > BOM

Solution

1. Step 1: Recall SolidWorks menu for BOM

   The correct menu path to insert a BOM is under Insert > Tables > Bill of Materials.

2. Step 2: Verify other options

   Options A, B, and D do not match the correct menu sequence for BOM insertion.

3. Final Answer:

   Insert > Tables > Bill of Materials -> Option B

4. Quick Check:

   Insert > Tables > BOM = Correct menu path [OK]

Hint: BOM is under Insert > Tables, not File or Tools [OK]

Common Mistakes:

• Looking under File or Tools menus
• Confusing BOM insertion with drawing creation
• Selecting View menu instead of Insert

3.

Given an assembly with 3 parts: Part A (2 units), Part B (4 units), and Part C (1 unit), what will the quantity column show in the BOM?

Choose the correct quantities for each part.

medium

A. Part A: 2, Part B: 4, Part C: 1

B. Part A: 1, Part B: 1, Part C: 1

C. Part A: 3, Part B: 4, Part C: 2

D. Part A: 2, Part B: 2, Part C: 1

Solution

1. Step 1: Identify quantities from assembly

   The assembly specifies Part A has 2 units, Part B has 4 units, and Part C has 1 unit.

2. Step 2: Match quantities to BOM output

   The BOM quantity column reflects the exact counts of each part in the assembly.

3. Final Answer:

   Part A: 2, Part B: 4, Part C: 1 -> Option A

4. Quick Check:

   Quantities match assembly counts [OK]

Hint: BOM quantity matches assembly part counts exactly [OK]

Common Mistakes:

• Assuming all quantities default to 1
• Adding quantities incorrectly
• Mixing up part counts

4.

When generating a BOM, a user notices the quantity column shows all 1s, even though some parts have multiple units. What is the most likely cause?

medium

A. The BOM is set to 'Parts Only' instead of 'Top-level only'

B. The assembly is missing part references

C. The BOM is set to 'Top-level only' instead of 'Parts Only'

D. The drawing sheet is not active

Solution

1. Step 1: Understand BOM quantity settings

   'Top-level only' BOM counts each part once regardless of quantity, showing 1 for all.

2. Step 2: Identify correct setting for quantities

   Setting BOM to 'Parts Only' aggregates quantities correctly, showing actual counts.

3. Final Answer:

   The BOM is set to 'Top-level only' instead of 'Parts Only' -> Option C

4. Quick Check:

   BOM setting affects quantity display [OK]

Hint: Use 'Parts Only' BOM to show correct quantities [OK]

Common Mistakes:

• Confusing 'Top-level only' with 'Parts Only'
• Assuming missing references cause quantity errors
• Not checking BOM property settings

5.

You want to create a BOM that updates automatically when parts are added or removed from your assembly. Which approach should you take?

Choose the best practice for dynamic BOM updates.

hard

A. Manually create a BOM in Excel and update it after changes

B. Create BOM only after finalizing the assembly to avoid updates

C. Export BOM once and reuse the static file for all assemblies

D. Insert a linked BOM table in the assembly drawing that updates with changes

Solution

1. Step 1: Understand dynamic BOM update methods

   Linked BOM tables in SolidWorks drawings update automatically when assembly changes.

2. Step 2: Evaluate options for best practice

   Manual Excel or static exports do not update automatically; waiting until final assembly delays updates.

3. Final Answer:

   Insert a linked BOM table in the assembly drawing that updates with changes -> Option D

4. Quick Check:

   Linked BOM = automatic updates [OK]

Hint: Use linked BOM tables for automatic update in drawings [OK]

Common Mistakes:

• Relying on manual Excel BOMs
• Using static exports that don't update
• Delaying BOM creation until assembly is final