Exporting BOMs
You can export BOMs to Excel, XML, or to a comma-separated list-based
text file for use with other applications.
Export to CSV files
To export a BOM directly to Excel:
Click Open
as CSV file
from the Bill
of Materials tab.
To export a BOM to a comma-separated text file:
Click Save BOM
from the Bill of Materials
tab and select Save As.
Under Save in,
select a folder.
Under Save as
type, select CSV-FIle.
Click Save.
Export to XML
Exporting a BOM to
an XML file can occur automatically when you change the state of an assembly
or named BOM. An administrator configures an export rule for the BOM type
and adds the rule to a workflow transition. You can export computed BOMs,
SolidWorks BOMs, and named BOMs as XML.
The BOM is exported to a directory on the archive server specified in
the export rule.
To export a computed BOM or SolidWorks BOM to an XML
file:
Right-click an assembly in the File Explorer,
select Change State, and then
select a transition.
To export a named BOM:
Right-click a named BOM in the Bill of Materials
view, select Change State, and
then select a transition.