Toggle between the BOM views configured by administrators from the first dropdown.

The metadata will change based on the selected view.

Choose between a Direct or Indented structure type from the second dropdown.

1. From the Direct structure type, click Add Item (only direct children can be added).

2. Choose the item(s) to be included Items already in the BOM cannot be selected. Click Next.

3. Confirm the quantity and select Add.

4. View the additional line item.

Click the trash can icon next to the item you wish to delete. Multiple line items can be deleted simultaneously by selecting them and choosing Remove.

Choose whether the current working or latest released revision should be represented in the BOM.

A dropdown for approved alternates will appear when they are added. Choose to leave it at None if alternates are not approved for the item in this BOM or specify accepted alternates.

Replace the line item with the selected alternate by clicking the two arrows.

The line item will show the original line item. This can be undone by clicking the back arrow icon.

To get the latest BOM from PDM, click the rotating arrow icon for single items or select the Refetch from PDM to capture any new items or changes to the parent/child relationships.

1. Click the Export button.

2. Select Use custom format label to apply a file naming convention to the exported design files. Add or remove curly brackets for the metadata that should appear in the file name.

3. Choose the BOM structure type that should be represented in the Excel export.

4. Select the type of files to export. Options include an Excel version of the BOM as well as the native or universal formats of the CAD and Drawing design files.

5. Click Export.