Corporate parts list management
About CPL
Customize the importing process your company uses to import BOMs by using a master list referred to as a Corporate Parts List (CPL). The CPL uses your company’s internal part number and includes proprietary attributes in the matching process. It contains a list of selected and approved parts used in a company’s products. The CPL can contain thousands of parts that are used in current as well as historical designs so engineers can quickly select pre-approved parts to help facilitate a faster design process and promote part reuse.
The BOMs imported are matched against the master list (CPL) and may have additional information such as procurement notes, distinguishing information, or filters you want your employees to know about. Incorporating CPL Custom Attributes, custom comments and other attributes such as cost, inventory, comments, quality, manufacturer part status, and datasheet information informs employees with particular information for parts. This allows a uniform internal work flow for approved part selection and part management. The specialized work flow allows for the internally approved parts to be connected directly to up-to-date external supply chain information, and therefore within the company component engineering, procurement, manufacturing, sustainment, and other functions are in sync with the decision making process.
How is a CPL used?
A CPL master list manages the relationship between your corporate part number—an internal part number, which may be a drawing specification that describes a manufacturer part number with parameters and features—and one or many manufacturer part numbers. In the matching process, BOM Intelligence looks at the CPL to match records for the BOM to the CPL and the S&P Global database. The first step is loading a CPL into BOM Intelligence. Then, when you load a BOM, the parts on the BOM are matched to your CPL as well as the reference content (CPL custom attributes).
Access the CPL using either the CORPORATE DATA menu, or the Corporate Parts panel () on the HOME page.
View corporate part number data that is associated with parts on a BOM matched to one or more CPN records.
Search results generated using a simple part search, advanced parts search, or parametric search, as well as the BOM details and view alternates windows display the following related info icon when a result also appears in the CPL: .
Administrators specify whether to display CPL data matches using the CPL Search Results pane of the Search settings page ( > Search settings).
- Using the BOM Details data grid, click to display the Corporate Part Number Data modal window.
- Either select one or more CPN records with details to export by clicking the check box () in the left-most column of the data grid.
OR
Click Export in the top-right above data grid to export the details for all CPN records that appear in the data grid. - The Export CPN Data modal window appears, where you select whether to export only the parts selected in the data grid, or all of the parts displayed in the data grid (up to 200 rows exported).
- Select the desired file format for the exported data, and then click Okay, export this data.
A CPL master list manages the relationship between your corporate part number—an internal part number, which may be a drawing specification that describes a manufacturer part number with parameters and features—and one or many manufacturer part numbers. In the matching process, BOM Intelligence looks at the CPL to match records for the BOM to the CPL and the S&P Global Parts database.
Configure matching options either during BOM import, or after the fact on a BOM-by-BOM basis using the Attributes tab. This option is only visible provided that CPL is enabled for your account, and a CPL is currently loaded.
To modify the CPL matching options for an individual BOM:
- Display the BOM in the View Single BOM window, navigate to the Attributes tab, and then click Edit Attributes to activate the fields in the Attributes tab for editing.
- Scroll down to the CPL Matching Options that appear in the BOM Import Configuration pane, and select from the available options.
You must select at least one of these options in order to save the changes. The setting with which the particular BOM was imported is selected. - Select one or more of the first three options, but not the fourth option.
- Select the fourth option but none of the first three options.
- Click Save Changes.
- Where options require changing, the Reprocessing Required () button appears in the View All BOMs data grid, which you click to reprocess the BOM.