Parts Lists - WikiHelp

3/6/13
Parts lists - WikiHelp
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Procedures | References After you create a drawing, you can add a parts list. A parts list is generated from a bill of material (BOM) and shows all or specified parts and subassemblies listed in the BOM database. A parts list can display four types of information: Structured
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Parts Only Structured (legacy) Parts Only (legacy) You can open the Bill of Materials dialog box from the drawing environment, and edit the assembly BOM. All changes are saved in the assembly and corresponding component files. In the Parts List dialog box, you can save changes made to item numbers back to the assembly Bill of Materials. (Not applicable for legacy parts lists) The Item Column displays item numbers as displayed in the Bill of Materials. The item number can be edited as needed in both the assembly BOM and in the parts list. Changes to item numbers in the assembly BOM are automatically updated in the parts list and balloons, except for values that have been specified as Static. To update the assembly BOM with changes made to item numbers in the parts list, click Save Item Overrides to BOM in the Parts List dialog box.
Tip You can copy a parts list and paste it to another drawing sheet or another drawing. You can also drag parts
lists. The parts list overrides are kept for legacy parts lists, but can be rewritten by local overrides for converted parts lists. If you copy a sheet with a parts list and balloons into another drawing, the parts list and balloons are also copied. Parts list filters Use parts list filters to filter rows out from a parts list. A filter is applied from the Parts List dialog after placing a parts list, or set in a parts list style. Items (rows) that are filtered as a result of applying a parts list filter do not appear in the parts list editor or the parts list in the drawing. The following types of parts list filters are available: Ballooned Items Only Standard Content Item Number Range Purchased Items Assembly View Representation
Note Parts list filters have no impact to parts list data. Parts list rows are removed from the table according to
the filtering conditions, but values like quantity of parts are not changed. Formatting parts lists You can define a standard format for the display of your parts list. Use the Style and Standard Editor to add or edit parts list styles. You can define the appearance and display of the parts list for the current document. If you prefer a different format for a specific parts list, you can modify the format on parts list creation or after you place the parts list in the drawing. Or, you can associate the parts list with a different style selected from the Style list on the Annotate tab. Modifications to the parts list style do not affect the style library unless you click Manage tab Styles and Standards panel Save. Use caution when saving to the style library because the modified style replaces the library version and can affect other documents. Modifying a parts list You can modify the settings for a parts list after you place it in the drawing. Right-click the parts list in the browser or in the graphic window, and then select options to change the display of the parts list and perform
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the following operations: Use Edit Parts List to: Add and remove columns in the parts list. Group rows into a common row. Sort the parts list. Export parts list data to an external file. Modify the table layout. Renumber items in the parts list. Add and remove custom parts to the parts list. Substitute the value of one property field into a different one. You can also substitute the sum of the values of one property field into another. Define formatting properties including units of measure. Change the parts list title and location of the title.
Tip To enable stacking of fractional numbers, right-click the heading of a parts list column and choose Format
Column. In the Format Column dialog box, select Stacked Fractional Text and click Stack Properties. Then select the stacking format and fractional text scale, and click OK in the Stack Properties and Format Column dialog box. All fractional numeric strings (in 1/2 format) in the selected column are replaced with a stacked fraction in the drawing. Stock Number and Part Number property Sometimes multiple components have the same Part Number, but must be treated as separate components. It is common for cut-length items such as tube and pipe, flexible hose, wires, tape, and so on. A new BOM property, Stock Number, is added to all components to accommodate this intention. The Part Number column can be substituted by Stock Number column for parts lists to support the workflows of cut length items. Change the substitution setting in the Format Column dialog box.
Note After you set up the substitution and group parts list rows according to the Part Number column, the
grouping also takes into account the Stock Number values that are defined in the BOM. Publish DWF data When you publish a drawing containing a parts list, it is also published to DWF file. Click to DWF or Save As Export Export
Save Copy As. Specify the DWF file type and appropriate options.
Legacy and Converted parts list When you open a legacy drawing with a parts list, the parts list is not automatically converted. You can either keep the old parts list or manually convert the parts list. The parts list conversion can change the parts list contents. BOM equivalency grouping, BOM quantity overrides, and BOM structure attributes are applied and merging is discarded on conversion. When you convert a parts list, all parts lists and all balloons which use the same source are also converted. Parts list overrides are kept only for the selected parts list. A converted parts list can take advantage of the BOM structure, BOM quantity overrides, BOM Item Numbers, and automatic equivalency merging of components.
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Procedures Create a parts list

A parts list uses the default formatting set in the parts list style associated with the active drafting standard. If you create a parts list by selecting a view of an iAssembly member, the default is the member in the view. The QTY column for the member is displayed in the parts list, if it has been specified in the style. If you create a parts list by browsing to an iAssembly, the parts list default is for the active member.
Tip You can copy a parts list and paste it to another drawing sheet or another drawing. You can also drag parts
lists.
1. On the ribbon, click Annotate tab Table panel Parts List.
2. On the Parts List dialog box, select the source for the parts list: To create a parts list for a drawing view, select the drawing view in the graphics window. To create a parts list from a source file, on the Parts List dialog box, click Browse and open the file. 3. Select the appropriate BOM view for creating parts lists and balloons. Either or both of the Structured and the Parts Only types can be disabled in the source assembly. If you select this option, the Parts Only BOM type is selected in the source file. You cannot change the Structured BOM view in the C reate Parts List dialog box if it has already been specified in the source file. When you click OK to close the dialog box, if the BOM View is turned off in the referenced assembly. You are prompted to turn it on if needed.
Note Use these properties to set the level and options that affect item numbering.
4. In the Table Wrapping box, set the wrap direction. If appropriate, select Enable Automatic Wrap, and set the maximum number of parts list rows, or number of parts list sections. 5. C hoose OK to close the Parts List dialog box. 6. C lick a location on the drawing sheet to place the parts list. You can snap the parts list to edges or corners of the sheet or the title block.
Show Me how to place a parts list
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Tip To move a parts list, click the parts list and drag to a new location.
Convert a legacy parts list Legacy parts lists can be manually converted to the current type of parts list. Converting can change the parts list contents. BOM equivalency grouping, BOM quantity overrides, and BOM structure attributes are applied on conversion. Parts list merging is discarded on conversion. Conversion keeps overrides only for the targeted parts list. Overrides for other parts lists which use the same source are discarded.
Note The parts list icon in the browser corresponds with the parts list type:
indicates a legacy parts list. indicates a converted parts list.

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To convert a legacy parts list: 1. Right-click the legacy parts list in the drawing browser, or in the graphic window. 2. Choose Convert from the menu. 3. The parts list is converted and its icon in the browser is changed.
Use parts list filters Use parts list filters to filter rows out from the parts list. You can define parts list filters for a particular parts list in the drawing or add parts list filters to the parts list style. Filter a parts list in the drawing Parts list filters filter rows out from the parts list, but do not change any parts list data. That means the quantity (QTY) values and also parts list overrides remain unchanged after applying parts list filters. 1. Right-click a parts list in the graphic window, and then select Edit Parts List. 2. In the Edit Parts List dialog box, click Filter Settings to open the Filter Settings dialog box.
3. To define a new parts list filter: In the Define Filter Item, select a filter type. The corresponding filter options are displayed. Set the filter options and click Add Filter. To cancel the selection, click Clear Filter.
Tip Select the Filter option in the Filter Settings dialog box to edit parts list filters.
4. To edit a filter, right-click the filter in the filters list field, and choose Edit. Change the filter options, and click Add Filter to confirm the changes. 5. To delete a filter from the list, right-click the filter in the filters list field, and choose Delete. 6. In the filters list, clear the check box for filters you do not want to apply. 7. To apply selected filters to the parts list, leave the Filter check box selected. To disable all parts list filters, clear the Filter check box. 8. Choose OK to close the Filter Settings dialog box. Filters are applied to parts list rows in the Edit Parts List dialog box. Click Apply to update the parts list in the drawing Define parts list filters in the parts list style Parts list filters defined in a parts list style are available for all parts list in the drawing which use the particular parts list style. If you disable the Filter option in the style, filters are not be applied by default, but are available for a later use. 1. On the ribbon, click Manage tab Styles and Standards panel Styles Editor.
2. In the Style and Standard Editor dialog box, expand the Parts List entry and select a parts list style. 3. In the Parts List Style panel, click Filter Settings.
4. Define parts list filters in the Filter Setting dialog box: In the Define Filter Item, select a filter type. The corresponding filter options are displayed.
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Set the filter options and click Add Filter. To cancel the selection, click Clear Filter.
Tip Select the Filter option in the Filter Settings dialog box to edit parts list filters.
5. If needed edit or delete filters available in the filters list: To edit a filter, right-click the filter and select Edit. Change the filter options, and click Add Filter to confirm the changes. To delete a filter from the list, right-click the filter and choose Delete. 6. Set the default setup for filtering parts lists: In the filters list field, clear the check box for filters you do not want to apply by default. To disable all parts list filters by default, clear the Filter check box. To apply selected filters to the parts list by default, leave the Filter check box selected. 7. Choose OK to close the Filter Settings dialog box. 8. Click Save in the Style and Standard Editor to save the changes. Modify the data in a parts list
When you add a parts list to a drawing, it displays values derived from the bill of materials (BOM). You can edit the values in the cells of a parts list. To edit parts list values or set up, right-click the parts list, and then select Edit Parts List. Use the options in the Edit Parts List dialog box to make the changes.
Color Key:
A cell with blue font & bold rectangle outline - the cell contains a static value - it will not update on property change in the global bill of material (GBOM). A row with gray background color - the row is invisible. A column, row, or cell with blue background color - the cell contain a read-only value. C ells in the ITEM column with yellow background color - indicates duplicate or conflicting item numbering.
Tips You can substitute the value of one property with the value of another property in the parts list from the Substitution tab in the Format Column dialog box. You can override a value in the parts list. The overridden cell is set as Static Value and is not updated when the value is changed in the parts list source file. Overridden values appear in blue and bold text in the Edit Parts List dialog box. You can save Part List changes back to the assembly Bill of Materials with the Save Item overrides to bill of materials. Edit the data in the bill of materials You can open the Bill of Materials dialog box from the drawing environment, and edit the assembly BOM. All changes are saved in the assembly and corresponding component files.
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Note This functionality is available only for converted parts lists.
1. Right-click a parts list in the Model browser or in the graphic window, and then select Bill of Materials. 2. In the Bill of Materials dialog box, perform the edits. 3. Click Done to close the Bill of Materials dialog box. All changes are submitted in parts lists and balloons (with exception of the values which are overridden in a parts list or balloon). Display and/or edit members in an iAssembly By default, the parts list of an iAssembly file displays the member specified in the Drawing View dialog box (the default is the active member). You can change the display of a factory-based parts list to show all or different members within the Edit Parts List dialog box. To change the display, use the Members command. 1. In the Edits Parts List dialog, click Member Selection. 2. In the Select Member dialog box, select the members to include in the parts list. Alternately, click Yes to All or No to All to add or exclude all members. 3. Select the Hide Rows of Zero Quantity option to automatically hide rows for components with zero quantity. To unhide these rows, clear the check box.
Note The option works for QTY property only, it does not work for ITEM QTY or any custom property.
4. Click OK to close the Select Member dialog box. Save Part List changes back to the assembly Bill of Materials. Items appearing in dark blue indicate the changes made have not been saved to the assembly Bill of Materials. 1. Right-click the parts list, and then select Edit Parts List from the menu, or double-click a parts list. 2. In the Edit Parts List dialog box, perform one of the following: To save all item number overrides in the parts list back to the assembly Bill of Materials, click Save Item overrides to BOM on the toolbar. To save specific changes, right-click on a cell and select Save Item overrides. Hold down the CTRL key and click to select multiple cells. Substitute Part Number with Stock Number Sometimes, multiple components have the same Part Number, but must be treated as separate components. It is common for cut-length items such as tube and pipe, flexible hose, wires, tape, and so on. A new BOM property, Stock Number, is added to all components to accommodate this intention. The Part Number column can be substituted by Stock Number column for parts lists to support the workflows of cut length items. You change the substitution setting in the Format Column dialog box.
Note If the Stock Number property is blank for a parts list item, the Part Number column retains the original
value. If a Stock Number value is defined for a parts list item, it substitutes the Part Number value in the parts list. 1. Select the parts list, right-click, and then select Edit Parts List. 2. In the Edit Parts List dialog box, right-click the Part Number column heading, and then select Format Column. 3. In the Format Column dialog box, click the Substitution tab to set the substitution: Select Enable Value Substitution.
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Click the arrow and select Browse Properties. In the Parts List Column Chooser dialog box, select Stock Number, and then click OK. 4. Click OK to close the Format Column dialog box.
Note After you set up the substitution, and group parts list rows according to the Part Number column, the
grouping will take into account also the Stock Number values which are defined in the BOM. Group rows in a parts list You can group part list rows. You specify parts list columns to be used as grouping keys. The parts list rows which have the same value in the key columns, are grouped into one row. You can select to display the grouping participants in the parts list.
Note Grouping is not available for old legacy parts lists.
In the structured parts list, the nested components which match the grouping key are promoted to a higher level. The QTY of promoted components is multiplied by the QTY of the parents which are the components promoted through. 1. In the Edit Parts List dialog box, click Group Settings, or right-click a column heading, and choose Group Settings. 2. In the Group Settings dialog box, select the Group box to enable grouping. 3. Set the grouping keys from the lists: Select a property from the list, or click Browse Properties to select a part list column in the Parts List Column Chooser dialog box. 4. To show the rows which participate in groups, select the Display Group Participants option. 5. If needed, select the Display Item Numbers option to display item numbers of group participants in the Item column of the grouped row. 6. Click OK to close the Group Settings dialog box.
Note The grouping is not applied to invisible items and items with blank properties. Tip To disable grouping in a parts list, click Group Settings, and unselect the Group option.
Merge rows in a legacy parts list You can merge parts list items into a single row.
Note The row merge is available only for legacy parts lists (Autodesk Inventor 9).
1. In the Edit Parts List dialog box, click Row Merge Settings or right-click a column heading. 2. In the Row Merge Settings dialog box, select Merge Similar Components. 3. Click the arrow to select the Component Types to Merge. Select Parts only, Parts and Assemblies separately, or Parts and Assemblies together. 4. In the First Key box, select the down arrow to select a property to merge. 5. For further filtering, select another property in the Second Key box. 6. For even further filtering, select another property in the Third Key box. 7. Click OK and then click Apply. Continue to edit the parts list as needed or click OK to close the dialog box. Add or remove custom parts in the parts list (Note on Virtual Parts)
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You can add parts that are not contained in the model. After adding custom parts, you can add balloons for custom parts. 1. In the Edit Parts List dialog box, select a row in the table to set the location for the new part. 2. Right-click a row, and select Insert Custom Part. The custom parts are added to all parts lists with the same source. To remove a custom part from the table, select the row, right-click, and then choose Remove. The custom part is removed from all parts list with the same source. To hide a custom part in a parts list, turn off the Visibility option for the custom part row.
Note If you are documenting a true component, it is recomended to use Virtual Parts for identifying custom
parts. Virtual Parts can be shared across all documents. Change the value in a parts list cell The values in parts list cells are determined by the data in the model, but you can override the values in parts list cells. 1. In the Edit Parts List dialog box table, click to select the cell to edit. 2. Type the new value into the cell. If you change the item number for the row, the item number in any associated balloons change as well.
Note
Changes to the model automatically update the parts list. To keep overrides in the parts list, the Static Value option must be selected for corresponding cells in the parts list. When you override a value, the Static Value option is selected automatically. To remove the override, right-click the cell and unselect the Static Value option. Set a parts list cell as Static Value To protect the values in parts list cells from inadvertent updates, set them as a Static Value. 1. Right-click a parts list and select Edit Part List. 2. In the Edit Parts List dialog box, select a row or cells to make static. 3. Right-click the selection, and then choose the Static Value option.
Note When a cell is static, it is highlighted in blue. Tip To enable automatic update, unselect the Static Value option for the cell.
Change the setup of a parts list

When a parts list is placed, its columns, layout, headings, units of measurement, and other setup components are determined by the settings in the parts list style. You can modify the settings for a parts list after placing it. To change the setup for an existing parts list, select it, right-click, and then select Edit Parts List or double-click the parts list. Use the options in the Edit Parts List dialog box to make the changes.
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To filter rows displayed in the parts list, use parts list filters. To associate a parts list to a different style, select the parts list, and then select a new parts list style from the Style list on the Annotate tab.
Tip To edit the style of the parts list in the current document, right-click the parts list and select Edit Parts List
Style. In the Style and Standard Editor, modify the Parts List style as needed and then click Save. To apply the changed style, select the parts list and then reselect the associated style from the styles drop-down menu. You can change the default parts list setup by updating style library definition. After you have edited style settings in the Style and Standard Editor, right-click the edited parts list in the styles browser, and then select Save to Style Library. Use caution, because all other documents that use the style can be affected. Save item number overrides back to the assembly BOM 1. Right-click the parts list, and then select Edit Parts List from the menu, or double-click a parts list. 2. In the Edit Parts List dialog box, right-click any cell and select Save Item. Item Number overrides are pushed back to the assembly bill of materials. 3. In the Edit Parts List dialog box, right-click any cell and select Save Item. Item Number overrides are pushed back to the bill of materials. Move, add, or remove columns in a parts list A parts list can contain columns for any iProperties associated with a model referenced in a drawing view. You can add, remove, and reorder columns within a parts list. 1. Right-click the parts list, and then select Edit Parts List. 2. In the Edit Parts List dialog box, click Column Chooser. 3. In the Column Chooser dialog box, add or remove the desired columns. 4. In the Edit Parts List dialog box, select a column heading, and then drag the column to new location in the parts list.
Note You can use custom properties from the model file or add custom columns to the parts list. In the Edit
Parts List dialog box, click Column Chooser. In the Parts List Column Chooser dialog box, click New Property, and then select properties in the Define New Properties dialog box. Change the sort criteria for a parts list You can change the sort order of parts list rows by using the values in any of the parts list columns. 1. Right-click the parts list, and then select Edit Parts List. 2. In the Edit Parts List dialog box, click Sort. 3. In the Sort Parts List dialog box, select the first column to sort by and the sort order for that column. 4. Set the secondary and tertiary columns to use for sorting. 5. Optionally, after sorting rows in the table, click Renumber Items to renumber rows according to the new order. Renumber items You can reorder the items in a parts list and then use the Renumber Items feature to renumber the item numbers. 1. In the Edit Parts List dialog box, select the item to reorder (press the Ctrl key to select multiple items).
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Click the far-left column to select the entire row. 2. Release the mouse button. 3. Click and drag the item to a new position in the parts list. A red marker line indicates the new position as you drag. Release the mouse button to place the item. 4. Click Renumber Items. The parts list is renumbered, including any associated balloons. Renumbered items are shown in bold blue text. You can right-click an override value and select Save Item Overrides to BOM to push it to the assembly bill of materials. Or, you can clear the check mark next to Static Value, and then edit the item number manually. Export parts list data to an external file You can export a parts list to an external database, spreadsheet, or text file.
Note If you export a parts list to the DBF format, the file name cannot be longer than eight characters.
1. Right-click the parts list, and then select Export.

Tip If you prefer, select Edit Parts List. In the Edit Parts List dialog box, click Export.
2. In the Export Parts List dialog box, select the file type and location for the file, and then enter the file name. Click Save.
Tip Use the Export Bill of Materials dialog box to export the BOM data.
Reorder a parts list by dragging a column or row You can drag the rows and columns to reorder them in the parts list table. 1. In the Edit Parts List dialog box, select a row or column in the table. 2. Drag the row or column to the desired location in the table. 3. Optionally, after reordering rows in the table, click Renumber Items to renumber rows according to the new order.
Note When working with a structured parts list, you cannot move a part or subassembly into a different
subassembly. Show or hide rows in a parts list You can show or hide rows in a parts list. 1. Right-click a parts list and select Edit Parts List. 2. In the Edit Parts List dialog box, select one or more rows in the table. 3. Right-click any selected cell, and then clear the Visibility check mark. Hidden cells are highlighted in gray.
Note If you hide a row that represents a subassembly, the child components are promoted in the parts list. The
quantity of promoted components is recalculated. The original component quantity is multiplied by the quantity of the subassembly.
Tip To show a hidden row, select the row, right-click, and select the Visibility option.
Change the title of a parts list and location of the title You can change the parts list title, the title location, the order direction of the selected parts list, and the spacing between the rows.
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1. Right-click a parts list, and then select Edit Parts List. 2. In the Edit Parts List dialog box, click Table Layout or right-click a column heading, and then select Table Layout. 3. In the Table Layout dialog box, select the location, and then enter the parts list name. Change the column format settings You can change the default column formatting properties and create substitution values for the selected parts lists. 1. Right-click the parts list and then select Edit Parts List. 2. In the Edit Parts List dialog box, right-click a column heading, and then select Format Column. 3. In the Format Column dialog box, select the Column Format tab. Set the formatting and alignment properties for a column in the parts list. The ITEM, QTY, FILE NAME, MATERIAL, and DATE properties cannot be changed. To enable stacking of fractional numbers, select Stacked Fractional Text and click Stack Properties. Set the stacking format and fractional text scale, and click OK in the Stack Properties dialog box. All fractional numeric strings (in 1/2 format) in the selected column are replaced with a stacked fraction in the drawing. Select Apply Units Formatting to change the formatting and units settings for the selected column and override settings defined in the parts list style. Specify options for Format, Units, and Display. Click OK to close the Format Column dialog box, and then click Apply to continue editing or click OK to close the Edit Parts List dialog box. 4. Click the Substitution tab to set the options available for substitution. Select Enable Value Substituting to substitute the selected column with the value of another column. Click the arrow to browse for a property to substitute. In the Parts List Column Chooser dialog box, do one of the following: Select from the available properties, and then click OK. Click New Property to open the Define New Property dialog box, and then add a new item to the list of Available Properties, then click OK twice to return to the Format Column dialog box. In the When rows are merged box, click the arrow to specify how the value is calculated. The setting defaults to First Row which displays the value of the first component. To add all values of the component together, click the arrow, and select Sum of Values. The cell values of the substituted row (the row identified in Enable Value Substitution) are added. The sum is reported in the property fields of the selected column. Wrap the parts list at a row If a parts list is too long, you can divide it into sections extended to the left or right of the main table. 1. Select the parts list, right-click, and then select Edit Part List. 2. Right-click a parts list row, and choose Wrap Table at Row from the menu. The parts list splits after the
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selected row. Change the column width You can change the width of one or more columns. 1. Select the parts list, right-click, and then select Edit Part List. 2. Right-click a column heading, and then select Column Width. 3. Enter a value for the column width. Rotate the parts list 1. Select the parts list and right-click. 2. Select Rotate from the menu, and then select the direction of the rotation from the submenu (clockwise or counter-clockwise). References BOM Properties Displays the source file and provides BOM settings used to create item numbers for balloons and parts lists.
Access: Ribbon: Annotate tab Table panel Balloon
Note The BOM Properties dialog box is displayed only if the BOM is not yet created (that means no balloons or
parts lists were created in the drawing).

File BOM Settings Displays the source file for creating a BOM in the drawing. Selects the appropriate BOM view. The Parts Only view may be disabled in the source assembly. If you select the Parts Only view in the parts list, it is enabled in the source assembly.
Note BOM views are provided only for assembly sources.
BOM View The choice of BOM View determines available settings and properties.
Structured Level: First Level assigns a simple integer value to direct children. Minimum Digits provides control to set the minimum number of digits displayed for item numbering. The range is fixed from 1 to 6 digits
Note The Structured Properties are

only available if the BOM view was not defined in the assembly Bill of Materials.
All Levels provides full expanded numbering. This option provides a delimiter that works in conjunction with expanded items. C hild items receive indented concatenated numbering. Parts Only Numbering: Numeric numeric text.
Delimiter Sets a delimiter for structured item numbering. This option restarts numbering for each level.
Minimum Digits provides control to set the minimum number of digits displayed for item numbering. The range is fixed from 1 to 6 digits. Case Select upper or lower
Alpha provides full expanded numbering. This option provides a delimiter that works in conjunction with
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expanded items. C hild items receive indented concatenated numbering based on the same rules as in parts lists today. Structured (legacy) Inheritance Determines if nested levels in a parts list inherit changes made to the item value of the parent assembly (for example, if the assembly item value changes from 1 to A, the nested parts change from 1.1, 1.2, to A.1, A.2). Delimiter Sets a delimiter for structured item numbering.
Parts only (legacy) View properties are not applicable for Parts only (legacy)
Create Parts List

Sets the resource, BOM settings, and table wrap settings when you create a parts list.
Access: Ribbon: Annotate tab Table panel Parts List
Source
Selects the source for the parts list. Select View File Selects a drawing view to identify a target for parts list. Selects a file to be used as the parts list source. Select a file from the list, or click Browse to locate the file.
BOM Settings and Properties

BOM View settings determine available settings and properties.
Note Structured Properties are only available if the BOM view has not been defined in the assembly Bill of Materials.
Structured First Level assigns a simple integer value to direct children. Minimum Digits provides control to set the minimum number of digits displayed for item numbering. The range is fixed from 1 to 6 digits Delimiter Sets a delimiter for structured item numbering. This option restarts numbering for each level.
All Levels provides full expanded numbering. This option provides a delimiter that works in conjunction with expanded items. C hild items receive indented concatenated numbering. Parts Only Numbering: Numeric numeric text.
Minimum Digits provides control to set the minimum number of digits displayed for item numbering. The range is fixed from 1 to 6 digits. Case Select upper or lower
Alpha provides full expanded numbering. This option provides a delimiter that works in conjunction with expanded items. C hild items
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receive indented concatenated numbering based on the same rules as in parts lists today. Structured (legacy) Inheritance Determines if nested levels in a parts list inherit changes made to the item value of the parent assembly (for example, if the assembly item value changes from 1 to A, the nested parts change from 1.1, 1.2, to A.1, A.2). Delimiter Sets a delimiter for structured item numbering.
Parts only (legacy) Select Member
View properties are not applicable for Parts only (legacy)
Specifies if the parts list is created for specific iAssembly members or for the whole iAssembly. Select the check box to create a parts list for members only or clear the check box to create a parts list for the entire iAssembly.
Table Wrapping
Manages the appearance of a parts list in the drawing. Direction to Wrap Table Places the columns to the left or right when you increase the number of rows in the parts list. Left: Wraps the parts list rows to the left.
Right: Wraps the parts list rows to the right.
Enable Automatic Wrap Maximum Rows Number of Sections
Enables controls for automatic wrapping. Specifies the number of rows to display in one section. Type the appropriate number. Specifies the number of sections to wrap. Type the appropriate number.
Edit parts list

C hanges the display, layout, and other attributes of the selected parts list.
Access:
Right-click the parts list, and then select Edit Parts List from the menu, or double-click a parts list.
Color Key:
A cell with blue font & bold rectangle outline - the cell contains a static value - it will not update on property change in the global bill of material (GBOM). A row with gray background color - the row is invisible. A column, row, or cell with blue background color - the cell contain a read-only value. C ells in ITEM column with yellow background color - indicates duplicate or conflicting item numbering.
Parts List Commands

Parts list commands perform operations on the selected parts list.
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Column Chooser opens the C olumn C hooser dialog box. You can add, remove, or change the order of the columns for the selected parts list.
Note You can drag to rearrange columns within the Edit Parts List dialog box. Select a column, click the heading
of the column, and then drag the column to the desired location. Release mouse button to drop the column in the new position. Group Settings opens the Group Settings dialog box. You select parts list columns to be used as a grouping key, and group different components into one parts list row. Filter Settings opens the Filter Settings dialog box. You can define and apply one or more parts list filters to filter parts list rows. Sort opens the Sort Parts List dialog box. You can sort the parts list by applying primary, secondary, and tertiary sort criteria. Sorting affects only the edited Parts Lists. Export saves the selected parts list to an external file. C lick the command, and then specify the file name and format. Table Layout opens the Table Layout dialog box. You can change the title text or heading location for the selected parts list. You can change the row height, table direction, and the table wrapping settings. Renumber renumbers parts list rows consecutively according to the current order of rows in the parts list. Renumbering affects the item numbering of all parts lists with the same source as the edited parts list. Save Item overrides to BOM saves Item overrides back to the assembly Bill of Materials.
Note You can save changes back to any item numbers in the assembly Bill of Materials that are locked: In the
Parts List dialog box, when you override an existing value, and then save the change to a locked value in the Bill of Material, you are notified that you are attempting to override a locked cell. C onfirm the action to save the value to the Bill of Materials. Member Selection opens the Member Selection dialog box where you can select which members to include in the parts list. C lick the check box beside the members to include or click Yes to All to include all members or No to All to exclude all members.
Column editing options

Right-click a column heading (the name of the column) to access menu options.
Note Table Layout, C olumn C hooser, and Group Settings options are also available on the toolbar. See the Parts List
C ommands paragraph for more information about these options. Row Merge Settings Opens the Row Merge Settings dialog box.
Note The row merge is available only for legacy parts lists.
Table Layout Opens the Table Layout dialog box. C hanges the title, the location of the heading, row spacing, table wrap preference, and other parts list properties. Opens the Parts List C olumn C hooser dialog box. Selects columns to include in the parts list. Opens the Group Settings dialog box. Groups several parts list rows into one row according to selected sorting keys. (Available only for converted parts lists). Sets the column name, alignment of text, and formatting properties. You can also substitute the value of one property or the sum of properties into an existing column (property) in the Parts List. Sets the width of one or more selected columns.
Column Chooser Group Settings
Format Column
Column Width
Row editing options

Right-click a row or a cell to access menu options. Visible When selected, shows the rows or columns in a parts list. When not selected, hides the rows or
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columns in a parts list. Wrap Table at Row
Manages the length of a parts list by dividing it into sections extended to the left or right of the main table. C reates a parts list row so that parts that are not contained in the model can be added. The row is added to all parts list with the same source. Removes one or more rows that were manually added with Insert C ustom Part. Save Item overrides back to the assembly Bill of Materials.
Insert Custom Part
Remove Custom Part Save Item overrides to BOM
Note If the selected BOM item is locked, you are notified by a message box, and you can
choose to unlock the item or cancel the save.
Static Value
Sets the selected parts list cells as static values. When a cell is static, it does not update if the corresponding value in the parts list source changes.
Filter Settings Use the Filter Setting dialog box to define and apply parts list filters. Parts list filters can be defined for a parts list in the drawing or in the parts list style.
Note Parts list filters have no impact to parts list data. Parts list rows are removed from the table according to
the filtering conditions, but values like quantity of parts are not changed.
Access: Right-click a parts list and select Edit Parts List. In the Edit Parts List dialog box, click Filter Settings Ribbon: Manage tab Styles and Standards panel Styles Editor. In the Style and Standard Editor dialog box, expand the Parts List entry and select a parts list style. In the Parts List Style panel, click Filter Settings. .
Filter
Switches parts list filtering on or off. Select the Filter check box to enable editing of parts list filters.
Define Filter Item Select Filter Select a filter type from the list. Options for the selected filter type are displayed, and you can define filter properties. Adds the filter in the list of available filters.
C ancels the filter selected in Define Filter Items field.
Assembly View Representation filter
Uses component visibility as defined by a design view representation to filter rows from the parts list. (Not available in the parts list style.) View Representation: Select a design view representation from the list to define the filter.
Ballooned Items Only filter Item Number Range filter
Excludes components without a balloon.
Excludes items whose item numbers do not match the defined range or pattern. Range: Define a range or item numbers to include. Insert single numbers separated by a comma, or two numbers with a dash between them (for example, 1-19). The list can be unordered. Single letters or alphabetic ranges are also evaluated.
Purchased Items filter
Either shows purchased items only or excludes purchased items from the parts list. Purchased Items Only: Select to include only purchased items in the parts list. No Purchased Items: Select to exclude all purchased items from the parts list.
Standard Content filter
Either shows only standard components in the parts list or excludes all standard
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components from the parts list. Standard Content Only: Select to include only standard components. No Standard Content: Select to exclude all standard components. Filters list Lists all filters defined for the parts list. Select the check box to activate the filter, clear the check box to inactivate the filter. To edit or delete a filter, right-click the filter and choose: Edit Delete Edits the selected filter. Edit the filter properties and then click Add Filter to apply the changes. Deletes the filter.
Microsoft Excel Export Options

Access: In a drawing, Right-click a parts list and select Edit Parts List. In the Edit Parts List dialog box, click Export, and then in the Export Parts List dialog box, click Options. Right-click a general table or a configuration table and select Edit. In the Edit Table dialog box, click Export, and then in the Export Table dialog box, click Options.
Selects columns and specifies formatting preferences for data to export to an Excel spreadsheet. Exported columns Lists the columns in the parts list or table. All are selected by default. C lear the check boxes beside columns you do not want to export. Specifies Excel formatting options to apply to the data. Select a check box to apply the preference or clear it to ignore the format rule. In most cases, you can later change the format using Excel commands. Apply cell formatting specifies that the data to format according to the formatting set in the Excel cells. Force cell to Text formats all data as text, regardless of its content. Autofit column width specifies if the column resizes to accommodate the amount of data. Include title reserves a row for the table. Not available if the parts list or table has no title. Starting cell specifies the row and column for the starting cell. The default is Row 2, C olumn B. Template browses to an Excel spreadsheet that you want to use as a template.
Format
Select Member For parts lists containing iAssembly members, includes one or more members, all members, or excludes all members.
Access: Right-click a parts list and select Edit Parts List. In the Edit Parts List dialog, click Member Selection.
Select member to include Yes to All No to All Hide rows of zero quantity
Selects the desired member of the iAssembly.
Selects all members. Unselects all members. Automatically hides rows in the table. To unhide them, clear the check box. They cannot be restored to the table with the context menu Visibility option.
Note The option works for QTY property only, it does not work for ITEM QTY or any custom
property.
Group Settings
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Use the Group Settings dialog box to group several parts list rows into one row according to selected sorting keys.
Access: Right-click a parts list in the browser, and then select Edit Parts List. In the Edit Parts List dialog box, click Group Settings .
Note The Group Settings dialog box is available only for converted parts lists. It replaces the Row Merge
Settings feature available for legacy parts lists.

Group Select to enable grouping. C lear the check box to disable grouping.
Note The grouping is not applied to invisible items and items with blank properties.
First Key Specifies the first property to be used as the grouping key. Select a property from the list, or click Browse Properties to select a part list column in the Parts List C olumn C hooser dialog box. Specifies the second property to be used as the grouping key. Select a property from the list, or click Browse Properties to select a part list column in the Parts List C olumn C hooser dialog box. Specifies the third property to be used as the grouping key. Select a property from the list, or click Browse Properties to select a part list column in the Parts List C olumn C hooser dialog box. Select box to display components participating in groups in the parts list. Unselect box to show only resulting group rows and hide group participants. Select box to display item numbers of group participants in the Item column of the parts list.
Second Key
Third Key
Display Group Participants Display Item Numbers
Note This option does not change item numbers for parts list items.
Format column - Parts List Sets properties and controls the value substitution for the selected parts list column.
Note To change the default column formatting properties for parts lists, edit the parts list style by using Style
and Standard Editor.

Access: Right-click a parts list in the drawing, and then select Edit Parts List. In the Edit Parts List dialog box, right-click the column heading, and then select Format C olumn. Select a parts list style in Style and Standard Editor. In the Default C olumn Settings section of the Parts List Style panel, right-click a Property, and then select Format C olumn.
Column Format tab Sets the formatting and alignment properties for a column in the selected parts list.
Property Heading Type Displays the name of the selected column. Sets the name of the selected column. To change, enter a different name. Displays the type of data in the column. C ontrols the display of leading and trailing zeros.
Justification
Sets the alignment for the column heading and respective cells. Heading Sets the alignment for the column heading. C lick to specify left, center, or right alignment.
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Value Sets the alignment for the data in the column. C lick to specify left, center, or right alignment. Stacked Fractional Text Enables stacking of numeric fractions. All fractional numerical strings (in 1/2 format) in the selected column are replaced with a stacked numeric fraction in the drawing. Available only when editing a table in the drawing and Use Default Formatting is selected. Opens the Stack Properties dialog box and sets the format and text scale for stacked fractions. Available only when editing a table in the drawing and Use Default Formatting is selected. Use Default Formatting Apply Units Formatting Uses the default settings specified in the standard. Enables the formatting and units settings for the selected column. C hanges made to these settings only apply to the selected column. Unit Type selects the type of measurement units. Format selects a fractional or decimal format. Fractional formats are available only if Length is selected as Unit Type and inches or feet are selected as Units. Precision selects the precision of values displayed in the selected column. Fractional Text Scale selects the text scale of numbers in stacked fractions. Available only if a fractional format is selected. Units selects the measurement units. If inches or feet are selected, fractional format is available in the Format option. Decimal Marker selects the marker for the decimal format. C lick the arrow to specify either a period or comma as the decimal character. Unit String displays the name of the units next to the value.
Substitution tab
Sets the substitution value for a property field. Also sets how values are calculated when rows are merged. Substitution cannot be applied to the Item property. No Value Substitution Enable Value Substituting Substitution is not enabled. All other values on the tab are unavailable. Allows the value of the selected column to be substituted with the value of another column. Select the check box to enable value substitution and browse for a property. Select from the list in the Parts List C olumn C hooser dialog box. When exists, use value of: Sets the property to be substituted for the selected column. C lick the arrow to browse for a property In the Parts list C olumn C hooser dialog box. Select a property or click New Property to open the Define New Property dialog box, and then add a new item to the list of Available Properties. When rows are merged, value used is: Set how the value is calculated when rows are merged. The setting defaults to First Row which calculates only the first row. To have all rows calculated, click the arrow, and then select Sum of Values. Selecting Sum of Values adds the values of the cells of the substituted row (the row identified in Enable Value Substitution) and reports that sum in the property fields of the selected column. Use Default Formatting When selected, uses settings defined in the Parts List style of the Manage tab Styles and Standards panel Styles Editor. To change settings, right-click a parts list in the browser and select Edit Parts List Style. When selected, enables the formatting and units settings for the selected column. C hanges made to these settings only apply to the selected column. Specifies settings for Format and Precision. Format Sets the units of measure. C lick the arrow, and then select from the list. Precision Sets the decimal precision for display.
Apply Units Formatting
Format
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Units

Sets the format of the primary units of measure for numeric information. Unit Type selects the type of measurement units. Units Sets the units of measurement. C lick the arrow, and then select from the list Decimal Marker Specifies the character to use as a decimal. C lick the arrow, and then select from the list. Unit String Displays the unit of measurement to the parameter alignment. Select the check box to enable the display. Display Sets the style to display or suppress leading and trailing zeros. Leading Zero Sets the display of a leading zero in values. Select the check box to add the zero. C lear the check box to suppress it. Trailing Zero Sets the display of a trailing zero in values. Select the check box to add the zero. C lear the check box to suppress it.
Table Wrapping Settings Manages the appearance of a parts list in the drawing. Enables dividing the parts list into sections extended to the left or right of the main table.
Access: Right-click a parts list and select Edit Parts List. In the Edit Parts List dialog box, right-click a column heading, and then select Table Wrapping (C ustom).
Direction to Wrap Table
Places the columns to the left or right when you increase the number of rows in the parts list. Left: Wraps the parts list rows to the left.
Right: Wraps the parts list rows to the right.
Enable Automatic Wrap Maximum Rows Number of Sections
Enables controls for automatic wrapping. Specifies the number of rows to display in one section. Type the desired number. Specifies the number of sections to wrap. Type the desired number.
Row Merge Settings Available only for legacy (Autodesk Inventor 9 or older) parts lists. Replaced with Group Settings for newer parts lists. Allows different components to be treated as the same component. For example, two bolts that are the same size but are of different materials and have different part numbers can be grouped in the list.
Access: Right-click a parts list in the browser, and then select Edit Parts List. In the Edit Parts List dialog box, click Row Merge Settings.
No Row Merging Merge Similar components Component Type(s) to Merge
No merging criteria applied. C ommon components are collected and displayed as a single row based on the merge criteria.
Specifies which levels in an assembly to merge in the parts list. Parts Only : Only merge components that exist on the top assembly. Parts and Subassemblies Separately : Merge components that exist on the top assembly, and then separately merge subassemblies.
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Parts and Subassemblies Together Treat parts and subassemblies the same for merging. First Key Specifies a property to use for identifying a discrete part when two or more parts have the same property. C lick the arrow, and then select the property from the list. Specifies a second property to use for identifying a discrete part when two or more parts have the same property. C lick the arrow, and then select the property from the list. Specifies a third property to use for identifying a discrete part when two or more parts have the same property. C lick the arrow, and then select the property from the list.
Second Key
Third Key
Parts List Table Layout Changes the title, the location of the title, and ordering direction of the selected parts list. It also changes the spacing between the rows.
Access: Right-click the parts list, and then select Edit Parts List from the menu. In the Edit Parts List dialog box, right-click a column heading, and then select Table Layout or click Table Layout on the toolbar.
Heading and Table Settings
Sets the options for naming and formatting parts lists tables. Title specifies the title to display on the parts list and in the browser. Enter the title in the box. Select the Title check box if you want the title to display. Text Styles shows the styles associated with the title, column header, and cell data. Heading Placement sets the location of the heading. Select Top, Bottom, or None. Direction specifies the direction of the item numbers in the table. Set to ascending or descending order. Heading specifies the placement of the heading in the table. Set top, bottom, or no heading. Line Spacing sets single, double, or triple spacing between lines of text. Heading Gap shows the preset value. Row Gap shows the preset value.
Table Wrapping
Direction to Wrap Table sets the wrap to Left or Right. Select the Enable Automatic Wrap check box and then specify the maximum rows and number of sections. Not available if the check box is not selected.
Note To change the default settings, click Manage tab
Styles and Standards panel Styles Editor. In the Style and Standard Editor dialog box, click Parts List and edit values. The changed values are valid for the current document only, unless you select Manage tab Styles and Standards panel Save to replace the library style. Use caution because the changed setting could affect all other documents that use the style. Sort Columns Changes the sort order of items in the bill of materials or selected parts list. You select a column for the primary sort, and the columns for the secondary, tertiary sorts.
Access:
C lick a parts list or bill of materials. Right-click and select Edit Parts List, and then click Sort
, or
Right-click a table formatted by the Table style and select Edit. In the Edit Table dialog box, click Sort to open the Sort dialog box.
Sort by
Specifies the column to use and the order for sorting. C lick the arrow, select the column from the list, and then set the sort order. Ascending sorts from the lowest value to the highest value. Descending sorts from the highest value to the lowest value.
Then by
Specifies the column to use for secondary and tertiary sorting when there are duplicate entries in the column used for the primary sort. C lick the arrow, select the column from the list, and then set the sort order. Ascending sorts from the lowest value to the highest value. Descending sorts from the highest value to the lowest value.
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Export Parts List or Table Saves the parts list or table to an external database, spreadsheet, or text file.
Access:
C lick Export in the Edit Parts List or Edit Table dialog box
Save in File Name
Browse to select the location for the external file. Specifies the name of the external file. Enter the file name or select an existing file to replace it.
Note The name for a DBF file cannot be longer than eight characters.
Save As Type Table Name Specifies the type of external file to use. C lick the arrow, and then select from the list. If the file type is Microsoft Access, specifies the name of the table. If the file type is Microsoft Excel, specifies the name of the worksheet. Not used for other file types.
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Share Lists Print HomeInventorEnglish2012HelpAutodesk InventorDrawingsDrawing annotationsParts lists

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Parts lists - WikiHelp

Parts lists - WikiHelp

Parts lists - WikiHelp

Procedures Create a parts list

Show Me how to place a parts list

Parts lists - WikiHelp

indicates a legacy parts list. indicates a converted parts list.

Parts lists - WikiHelp

Parts lists - WikiHelp

Parts lists - WikiHelp

Note This functionality is available only for converted parts lists.

Parts lists - WikiHelp

Parts lists - WikiHelp

Change the setup of a parts list

Parts lists - WikiHelp

Parts lists - WikiHelp

1. Right-click the parts list, and then select Export.

Parts lists - WikiHelp

Parts lists - WikiHelp

parts lists were created in the drawing).

Note BOM views are provided only for assembly sources.

Note The Structured Properties are

Parts lists - WikiHelp

Create Parts List

Access: Ribbon: Annotate tab Table panel Parts List

BOM Settings and Properties

Parts lists - WikiHelp

Parts only (legacy) Select Member

View properties are not applicable for Parts only (legacy)

Right: Wraps the parts list rows to the right.

Enable Automatic Wrap Maximum Rows Number of Sections

Edit parts list

Parts List Commands

Parts lists - WikiHelp

Column editing options

Column Chooser Group Settings

Row editing options

Parts lists - WikiHelp

Insert Custom Part

Remove Custom Part Save Item overrides to BOM

C ancels the filter selected in Define Filter Items field.

Assembly View Representation filter

Ballooned Items Only filter Item Number Range filter

Excludes components without a balloon.

Purchased Items filter

Standard Content filter

Parts lists - WikiHelp

Microsoft Excel Export Options

Selects the desired member of the iAssembly.

Parts lists - WikiHelp

Settings feature available for legacy parts lists.

Display Group Participants Display Item Numbers

and Standard Editor.

Parts lists - WikiHelp

Apply Units Formatting

Parts lists - WikiHelp

Direction to Wrap Table