Andy330Hp
I will try to explain but I am using SW2001+ so there may be variations between what I see and what you see OK.
SW used the existing File Properties format that MS created and built the system so that the user could customize it in any way they saw fit. This allows you to create/modify the File Properties and Custom Properties (everything except Configuration Specific Custom Properties) in other programs like Windows Explorer.
How you set your system up to work depends on you, but by default, when you open the File Properties Dialog / in the Summary tab there are 5 edit boxes named Author, Keywords, Comments, Title, & Subject. The Title field is used to contain the Part Number on most systems. For this to function, when the Bill of Materials is added the check box “Use summary information title as part number” must be checked. If it is not checked – then SW looks to see if there is a Custom Property named “PartNumber” and uses it or the file name if it isn’t there.
The other fields on the Summary tab are not used as frequently. I use a macro that places my name in Author field. I also use the Subject field to contain the Product and the Keywords field to contain the major assembly that the model will be used in (Pneumatics / Electrical / Options / whatever). I also place the creation date in the Comments field unless the part is a Purchased Item and then I put the Vendors Contact Information with their part number in there.
The Custom and Configuration Specific tabs are nearly identical. The only difference is that a Custom Property applies to every configuration except those that have a Configuration Specific Property with the same name. – So – If you created a part with a CP named “Dog” / value = “Mongrel” and then add a Terrier Configurations and use a Configuration Specific CP named “Dog” / value = “Terrier”. Then – In the assembly drawings BOM (created to use the CP), every instance of your part would report “Mongrel” except the Terrier Configurations, which would report “Terrier”.
Actually - There are a few more twists and turns than that. SW also gave the BOM a little intelligence. It allows the BOM to look at the Part Number and Description and join them together when they were identical even if they were different parts. An example is needed to explain this – So - Lets say you have a wiring harness used on an assembly and you need to show where it is hooked up and how it is routed. The harness has 3 different kinds of connectors so you create a model for each one with a tail to indicate direction the wire should go. You insert each of these connectors where needed. You also create another part that sort of looks like a bunch of wires twisted around each other and you insert it in various places to show the routing of the harness. In the drawing, you create detail views each of these connections and call them out with a balloon. Your isometric view shows the routing of the harness with additional balloons. Problem – the balloons report different item numbers and your BOM has 4 parts with different quantities where there should only be 1 Wiring Harness.
So how do you handle this? You could shove all of these parts into another assembly to get everything to report correctly in the BOM - But then if you moved any of the related parts that assembly would need to be repaired – further you would have to create a bunch of configurations or hide a lot of parts so that your detail views worked properly. Fortunately – if all of these parts have the same Part Number and Description then SW will consider them the same part in the BOM. The quantities will still be wrong but your system should allow you to override that and display the quantity that you need. The only problem left is the balloon numbers – they are reported correctly in the view that has the BOM attached but are wrong everywhere else (SW99 & SW2000 did this correctly but there was a change in SW2001 after a couple of SP which caused errors - SW2001+ had the same problem – I do not know what SW2003 does). To get the balloons to be correct – add a BOM to each view and hide it.
I hope this helps.
Lee
Consciousness: That annoying time between naps.