For each bill of materials in the project, you can configure certain options. These options are independent of any conditions that may be applied to these bills of materials.

    1. " Extract components at a single level. " This option is usually checked if you do not want to go very deep into the assembly hierarchy.
    2. " Distinguish components by subassemblies. "

Example:

When this option is checked, the "GROWER washers" are grouped by subassembly.


 


    1. " Distinguish between components with different configurations. "

Example:

When this option is checked, the "GROWER washers" are displayed in detail.


 


If this option is unchecked, the "GROWER washers" are grouped together.


 


    1. " Ignore SOLIDWORKS exclusion options. When this option is checked, if components have been excluded from the bill of materials via the component properties, they will still appear in the bill of materials. "


 


    1. " Consider using the 'Promote' option in SOLIDWORKS." The assembly configuration is dissolved when it appears in a bill of materials. All of its child components are promoted one level.

 

    1. "Do not include hidden components. " When components, parts, or assemblies are set to "Hidden" in SOLIDWORKS, they will be listed in the bill of materials by default. Checking this option prevents them from appearing in the BOM export.


    1. " Do not display the part if it contains welded assemblies." If you check this option, and a part contains welded assembly files, only the welded assemblies will be listed.

When this option is checked, the part is not listed:


 


If this option is unchecked, the part is listed:


 


    1. " Update sheet metal part properties." When sheet metal parts are modified, the information in the drawings is not automatically updated; if this option is checked, the SmartBom utility resolves this issue. You can watch a video that covers this feature using the “Integration” and “SmartBom” tools. ( Watch the video).


    1. " Add the general assembly to the bill of materials. "

When this option is checked, the head assembly is displayed:


 


If this option is unchecked, the head assembly is not displayed:


 


    1. " Manage quantity by subset."


When multiple subassemblies are used in the main assembly, there are two ways to account for the "child" components:

  • The first solution involves counting the X subassemblies in the "Quantity" column and listing the quantity of components contained in each subassembly.

 

Example 1: The assembly consists of 4 “Complete Guides” containing 1 “Guide,” 4 “CHC Screws,” and 4 “GROWER Washers.”

If the option is checked, the result is as follows:


 


  • The second approach involves counting the X subassemblies in the "Quantity" column and totaling all the components of the 4 subassemblies.

 

Example 2: The assembly consists of 4 “Complete Guides” containing 4 “Guides,” 16 “CHC Screws,” and 16 “GROWER Washers.”