Add parts to BOM

Using either the View Single BOM page (BOM-centric), or the BOM Tree Parts view

Display the BOM to add the part to in the View Single BOM page
Or
Select the BOM in the BOM Tree Parts view.
Using the toolbar that appears above the results view, click Add > Add Part.
This option is available when you are the BOM owner, or have User Administrator or Group Administrator permissions.

The Add a Part shade appears.

Select from one of the following three tabs:

Search for a Part

Select search criteria (starts with, contains, exact part, or keyword).
The options available in the Search for a Part tab change to match the search criteria you specify.

Exact Part # - search returns part numbers that match the full search term, exactly as entered. For example, '2n2222ab-1' matches '2N2222AB-1'. Select whether to ignore special characters (~ $ ` ' @ % ^ & ( ) - _ = { } \ [ ] : ; < > / " ? .). Commas (,) and number characters (#) are not considered special characters in this instance, as they are often found in part numbers.
When you type at least three characters, a drop-down panel appears that provides up to five items that match your search criteria. Mouse over or use the arrow keys to highlight an item in the list, and then click or press Enter to post it to the Search box. This type-ahead functionality is only enabled if Ignore Special Characters is checked. You can search for up to 25 parts using the Boolean OR operator between search terms.

Part # Starts With - search returns part numbers that start with the search term. An example of search results for ‘lm339n’ returns matching part numbers such as 'LM339N1', and 'LM339N-500'. Type-ahead functionality is enabled, and you can search for up to 25 parts using the Boolean OR operator between search terms.

Part # Contains - search returns part numbers that contain the search term. An example of search results for 'bp101ah' returns matching part numbers such as '05007-BP101AHU-T', '05006-BP101AHULB', and '03028-BP101AHM-I'. The search term must contain at least four alphanumeric characters. Special characters are automatically ignored for this type of search. Type-ahead functionality is not available, nor is the Boolean OR term, and the search field supports a maximum of 85 characters.

Keyword Search - search returns matches found in an item’s description.
Keyword search options are:
All (all search terms entered must be found in item descriptions);
Any (any of the search terms found in item descriptions return results);
Exact (only the exact search term entered and found in an item's description returns a result).

For example, a search using the "Any" operator for 'ddr3 memory' returns matches such as 'MEMORY SOCKET FOR DDR3 SO-DIMM'. The search term must contain at least four alphanumeric characters. Special characters are ignored for this type of search. Type-ahead functionality is not available.

Type the part numbers or keywords to search for.

Suggestions on how to use each feature appear in the blue pane in the lower portion of the Search for a Part tab.

Click Search to retrieve results.

The Add a Part modal window is populated with the search results on the right side of the shade.

Click Reset to return to clear the search criteria entered.
Click icons or hyper-links that appear in a row in order to display the Part Details modal window or other modal windows and documents that provide further details about a matched search result.

Click in the left-most cell () of a row that displays a part to add to the BOM.

In the bottom-right of the Add a Part modal window, click either Save Part(s),
OR
Save, and add another part.

To delete a part, using the data grid, with the left-most cell in the row(s) that displays the part to delete, click Delete Part in the toolbar above the display grid.

Add parts to Workspace BOMs or general BOMs

Add Parts or Parametric search results to a BOM in the My Workspace: Workspace BOMs tab or to a BOM using the BOM Vault. Users with Regular status cannot add parts to workspace BOMs that they do not own.

From the SEARCH menu, select either Parts or Parametric.
Complete the search (Parts or Parametric), and in the part search results, click the check box () in the left-most cell of the part(s) to add.
Using the toolbar above the results grid, in the top-left click Add > Add to BOM(s).

The Add to BOM(s) option is only active provided that at least one part is selected in the Search Results data grid.

The Add Selected Parts to BOM(s) modal window appears, listing details about the parts to add.
Click the arrow () in the right side of either (or a combination of both) of the following to add parts to BOMs found therein:

Select BOM(s) from Workspace - if there are BOMs in My Workspace, this pane is automatically expanded. This option does not allow you to select an indentured BOM. Use the BOM Vault option below where you can select the specific indenture level of a BOM.
Select BOM(s) from the BOM Vault- this pane is automatically expanded when there are no BOMs in the Workspace. Parts can be added to indentured BOMs using only this option, where you can select the specific indenture level at which to add the part.
Using the Select BOM(s) from the BOM Vault option, click to display the BOM Tree Filter modal window where you type criteria for a contains-style search of folder and BOM names. When you press Enter or click Go, results appear in the pane in the right of the modal window, which you click to navigate to the desired item. Where the results in a given entry exceed the allowable space in the BOM Tree Filter modal window, hover your cursor over the entry to display the full path and name in a pop-up.

Select the BOM(s) to add the selected part(s) to, and then click Add and return to results.
Click Cancel and return to results to dismiss the modal window and return to the parts search.

Using Parts Search functionality (parts-centric)

Using the Search feature, add parts to BOMs that you administer or own by searching for desired parts, typing part details, or selecting them from your workspace. Search for a part(s), and then select one or more BOMs to add that part to.

Search for the desired part using your desired advanced search technique.
With the search results displayed in the Search tab page, click Add > Add to BOM(s).

The Add Selected Parts to BOM(s) modal window appears.

Filter () the BOMs displayed by exact name, a string of text in the BOM, or folder name. Navigate () the filtered results using the arrows that appear above the Search box.
Click the check box to the left of BOM Hierarchy Grid to select all of the visible BOMs in the list.

When using the BOM Tree window with an indentured BOM, a part can be added to a specific level of the indentured list, but not to a folder. If using the View Single BOM window, you cannot add a part to an indentured BOM.

Click the check box () in the left-most cell of the BOM(s) to add the part to (only processed BOMs that you own can be selected), and then click Add Parts to Selected BOM(s).

The BOM health counts and scores are automatically updated without reprocessing the BOM.

Add parts to BOMs