Table of Contents

BOM Calculation Template

A BOM Calculation Template defines the structure and formulas used to dynamically generate a Production BOM during product configuration. Each template contains header-level dimension expressions, material lines with calculated quantities, and references to properties and variables that drive the calculation.

Overview

The BOM Calculation Template Card is the central workspace for defining how a product is constructed. It consists of:

  • General information such as code, description, and calculation type
  • Dimension expressions that calculate inside and/or outside measurements
  • Template lines that define the materials and their quantity formulas
  • Links to properties, variables, and matrices used in expressions

How to create a BOM Calculation Template

  1. Choose the Search icon, enter BOM Calculation Templates, and then choose the related link.
  2. Choose the New action to create a new template.
  3. Fill in the Code field. If a number series is configured, the code is assigned automatically.
  4. Enter a Description for the template.
  5. Select the Calculation Type to define whether dimensions are calculated from the inside or outside:
    • Calc. Inside — The configurator collects inside dimensions and calculates outside dimensions using expressions.
    • Calc. Outside — The configurator collects outside dimensions and calculates inside dimensions using expressions.
  6. Optionally set a Configurator Layout to control the visual appearance of the configurator page.
  7. Define the dimension expressions in the Expressions section on the right side of the card.

Header fields

Field Description
Code Unique identifier for the template. Can be assigned manually or via number series.
Description Primary description of the template.
Description 2 Additional description text.
Description Expr A dynamic expression that generates the description for the resulting item or variant. Use the assist-edit to open the expression editor.
Description 2 Expr A dynamic expression for the second description line of the resulting item or variant.
Configurator Layout Links to a configurator layout that defines how properties are displayed in the configurator page.
Calculation Type Determines the calculation direction: Calc. Inside or Calc. Outside. This controls which dimension fields appear in the Expressions section.
Unit of Measure Code Default unit of measure for the configurator result.
Sort in Additional Material When enabled, additional packing material is sorted by group.

Dimension expressions

Depending on the Calculation Type, the card displays expression fields for inside and/or outside dimensions:

Field Description
Length Inside Calculation Expr Expression to calculate or define the inside length.
Width Inside Calculation Expr Expression to calculate or define the inside width.
Height Inside Calculation Expr Expression to calculate or define the inside height.
Length Outside Calculation Expr Expression to calculate or define the outside length.
Width Outside Calculation Expr Expression to calculate or define the outside width.
Height Outside Calculation Expr Expression to calculate or define the outside height.
Tip

Use the assist-edit button (AssistEdit) on any expression field to open the Expression Editor. The editor provides syntax highlighting, validation, and access to all available properties and variables.

Template lines

The Lines section defines the materials that make up the Production BOM. Each line represents an item or sub-template whose quantity is calculated dynamically.

Field Description
Line No. Sequence number of the line.
Group Optional group code for organizing lines.
Type The type of content: Item, Item List, or BOM Calculation Template (for multi-level BOMs).
No. The item number, item list code, or sub-template code depending on the type.
Variant Code Item variant code (available when type is Item).
Description Description of the line, defaulted from the item or template.
Units Calculation Expr Expression that calculates the number of units (pieces).
Length Calculation Expr Expression that calculates the length dimension.
Width Calculation Expr Expression that calculates the width dimension.
Height Calculation Expr Expression that calculates the height dimension.
Scrap % Expr Expression that calculates the scrap percentage.
Unit of Measure Code Unit of measure for this line.
Deactivate Expr Expression that evaluates to a boolean. When true, the line is excluded from the resulting BOM.
Indentation Expr Expression that calculates the indentation level in the BOM structure.
Margin Expr Expression that calculates the margin for this line.
Routing Link Code Links the BOM line to a routing operation.
Note

Expression fields on template lines are edited using the Expression Editor. Choose the assist-edit button on any expression field to open the editor.

Actions on the template card

The template card provides the following actions:

Action Description
Properties Opens the property assignment list for this template.
Variables Opens the variable list where reusable expressions are defined.
Matrices Opens the matrix list for lookup-table-based calculations.
Drawings Opens the drawing configuration for variant and order drawings.
Additional Packingmaterial Opens the additional packing material configuration.
Production Text Opens the production text editor for adding text to production orders.
Routing Template Opens the linked routing template for defining work steps.
Test Calculation Runs the configurator in test mode to verify the template.
Versions Opens the version list to manage template versions.
Create new Version Creates a new version of the template and activates it.
Check Expressions Validates all expressions in the template for missing properties or syntax errors.
Create new Item Creates a new item based on a configuration result.
Reset Default Configuration Resets the saved default configuration for the template. This action is only available when a default configuration has been saved.

See Also