BOM (Bill of Material) management method and system
By implementing BOM structure management, edit management, version management and process management steps in the bill of materials BOM management system, the BOM accuracy and efficiency problems in the existing technology are solved, and efficient and accurate material management and version control are achieved.
Patent Information
- Application Number
- CN202411672919.5
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-21
- Publication Date
- 2025-03-14
AI Technical Summary
In the prior art, the accuracy of the bill of materials BOM is high, but the prior art is difficult to effectively manage and maintain the BOM, resulting in accuracy and efficiency problems.
Provides a bill of materials BOM management method and system, including BOM structure management, edit management, version management and process management steps. By obtaining material parameter information and design drawing information, BOM association is performed, visual graphics are generated, and dynamic management and version control of material information are realized.
By automatically generating BOM structures, we can improve material management efficiency, save labor costs, reduce errors or errors caused by manual management, and improve the accuracy and traceability of material management.
Smart Images

Figure CN119624333A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of material management, and in particular to a bill of materials (BOM) management method and system. Background Art
[0002] The specific meaning of BOM is: Bill of Material. When using computers to aid enterprise production management, the computer must first be able to read the product composition and all materials involved in the enterprise. In order to facilitate computer recognition, the product structure expressed in diagrams must be converted into a certain data format. This file that describes the product structure in data format is the bill of materials. BOM is not only an important input data in the computer-aided enterprise production management system, but also an important basis for the financial department to calculate costs and the manufacturing department to organize production. Therefore, BOM has a very large impact and the highest requirements for its accuracy. How to correctly manage and maintain BOM is a very important task. Summary of the invention
[0003] In order to solve the problem of high accuracy requirement of bill of materials (BOM) in the prior art, the present invention provides a bill of materials (BOM) management method and system.
[0004] The BOM management method of the present invention comprises the following steps:
[0005] BOM structure management steps: obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM to generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials;
[0006] BOM editing management steps: Exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, update the material information in the BOM system;
[0007] BOM version management step: obtaining a BOM baseline at a specific time node, obtaining version-related information based on the BOM baseline, and if the version information is updated, storing the version information and time node separately;
[0008] BOM process management steps: Dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time.
[0009] Furthermore, before the materials enter the BOM system, a unified material coding step is also included: based on the material coding, the materials are automatically classified and managed, wherein the material coding includes a first coding area, a second coding area, a third coding area and a fourth coding area which are set in sequence, and the four-level coding respectively represents the comprehensive attributes of the materials and distinguishes materials of different types and names.
[0010] Furthermore, the code is a 16-bit code, wherein the first coding area is 2 digits, the second coding area is 3 digits, representing the large, medium and small classifications of the material respectively, the third coding area is 10 digits, representing the component parameters, and the fourth coding area is 1 digit, representing the special identification of the material.
[0011] Furthermore, in the BOM structure management step, the processing method of instantiating the BOM structure is:
[0012] Obtain material information, including material name, code, and parameter information;
[0013] Generate material drawing information, then import the drawing information into the BOM system, and associate the material-related information with the design drawing information into the BOM;
[0014] Import associated component information based on material information;
[0015] Generate instantiated BOM structure based on the parent-child relationship imported into the BOM system;
[0016] A visualization graph is generated based on the instantiated BOM structure.
[0017] Furthermore, the method for obtaining material information includes: manual BOM structure creation, batch import of historical data, and 3D CAD integration.
[0018] The method of associating material-related information and design drawing information with BOM is as follows:
[0019] After associating the acquired parameter information and design drawing information with the BOM, obtain and save the objects to be associated through the object association interface;
[0020] Material completeness check: Check the material product list to see if it is complete and return the inspection results. If it is incomplete, remind the operator to complete the relevant information.
[0021] Furthermore, in the BOM editing management step, before editing a material, the material information to be edited is extracted to the workspace, and then the material information is edited and modified. After the editing is completed, the material information is imported into the BOM system.
[0022] Furthermore, the BOM version management step also includes a sub-step of automatically updating version information:
[0023] When exporting / importing material information, update the export / import code information in the material version;
[0024] After the material is exported and edited, when the information is re-imported, determine whether the material code is consistent. If so, update the change revision operation code in the system version;
[0025] Information comparison step: compare the information before and after the update, generate a list of changed information for the changed parts, and display them separately;
[0026] The material version also includes a revised version and a secondary version sequence. The BOM baseline is automatically captured at set intervals, and version-related information is obtained based on the BOM baseline. If the revised version and the secondary version sequence are updated, the version information and time node-related information are stored separately.
[0027] Furthermore, the BOM process management steps include material coding application process, material approval process and material attribute change process. The material attributes include distinguishing identifiers of each process in which the material is located, and corresponding managers and operating permissions of different managers are allocated according to the distinguishing identifiers.
[0028] The present invention also provides a bill of materials (BOM) management system, which is used to implement the bill of materials (BOM) management method, including:
[0029] BOM structure management module: used to obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM, and generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials;
[0030] BOM editing management module: used to exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, the material information is updated in the BOM system;
[0031] BOM version management module: used to obtain the BOM baseline of a specific time node, and obtain version-related information based on the BOM baseline. If the version information is updated, the version information and time node are stored separately;
[0032] BOM process management module: used to dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time;
[0033] Material database: used to store various basic information related to materials, including device library, design template library, general parts library and standard parts library
[0034] Compared with the prior art, the present invention has the following beneficial effects: it can automatically generate a BOM structure based on material information, improve material management efficiency, save labor costs, and reduce mistakes or errors caused by manual management;
[0035] Integrated picture design tools can directly obtain design drawing information, associate design drawing information with material parameter information, realize attribute mapping, and generate visual graphics, so that specific material forms can be seen more intuitively, improving the accuracy of material management;
[0036] By treating the material information that needs to be edited as exclusive, on the one hand, the modification priority is obtained, and on the other hand, other users can be prompted that this data has been checked out and is being modified. This prevents multiple people from modifying the same data at the same time, making the material information uncontrollable and causing errors in the material information; through version management, the whole process of material information can be traced;
[0037] By adopting a four-level structure to unify device naming standards and create a company-level public device library, different materials can be effectively partitioned, different models of the same material, or different manufacturers of the same model can be effectively partitioned, so as to achieve refined management of materials, improve the identifiability and usability of basic data, and improve the accuracy of the BOM structure. BRIEF DESCRIPTION OF THE DRAWINGS
[0038] In order to more clearly illustrate the present invention or the solutions in the prior art, a brief introduction is given below to the drawings required for use in the embodiments or the description of the prior art. Obviously, the drawings described below are some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.
[0039] Figure 1 This is a flow chart of the management method of the present invention;
[0040] Figure 2 This is a schematic diagram of the structure of an embodiment of the material coding of the present invention;
[0041] Figure 3 This is a structural block diagram of the management system of the present invention. DETAILED DESCRIPTION
[0042] Unless otherwise defined, all technical and scientific terms used in the present invention have the same meanings as those commonly understood by those skilled in the art to which the present invention belongs; the terms used in the specification of the present invention are only for the purpose of describing specific embodiments and are not intended to limit the present invention; the terms "including" and "having" and any variations thereof in the specification and claims of the present invention and the above-mentioned drawings are intended to cover non-exclusive inclusions. The terms "first", "second", etc. in the specification and claims of the present invention or the above-mentioned drawings are used to distinguish different objects, not to describe a specific order.
[0043] Reference to "embodiments" in the present invention means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present invention. The appearance of the phrase in various places in the specification does not necessarily refer to the same embodiment, nor is it mutually exclusive, independent, or alternative to other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described in the present invention may be combined with other embodiments.
[0044] In order to enable those skilled in the art to better understand the solutions of the present invention, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the accompanying drawings.
[0045] like Figure 1 As shown, the BOM management method of the present invention comprises the following steps:
[0046] BOM structure management steps: obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM to generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials;
[0047] BOM editing management steps: Exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, update the material information in the BOM system;
[0048] BOM version management step: obtaining a BOM baseline at a specific time node, obtaining version-related information based on the BOM baseline, and if the version information is updated, storing the version information and time node separately;
[0049] BOM process management steps: Dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time.
[0050] Preferably, before the materials enter the BOM system, a unified material coding step is also included: based on the material coding, the materials are automatically classified and managed.
[0051] like Figure 2 As shown, the coding of this example adopts a four-level coding structure. The coding of the material includes a first coding area (first-level code), a second coding area (second-level code), a third coding area (third-level code) and a fourth coding area (fourth-level code) which are arranged in sequence. The four-level codes respectively represent the comprehensive properties of the materials and distinguish materials of different types and names.
[0052] As an embodiment of the present invention, the code is 16-bit code, wherein the first code area is 2 bits, the second code area is 3 bits, representing the large, medium and small classifications of the material respectively, and the third code area is 10 bits, representing the component parameters. The 10-bit code can correspond to the parameters of a single component one by one. This code is the key to distinguishing the same type of materials. The fourth code area is 1 bit, representing the special identification of the material, using large letters to mark from A in sequence. For example, in this example, A represents non-bonded lead-free, B represents bonded lead, C represents bonded lead-free, and D represents non-bonded lead. Other special identifications can also be named. The information comparison table of code identifications at all levels is stored in the public database of the present invention. When encoding, it can be retrieved and called to achieve fast encoding.
[0053] The present invention adopts a four-level structure to unify the device naming specification and create a company-level public device library, which can effectively partition different materials, different models of the same material, or different manufacturers of the same model, etc., to achieve refined management of materials, improve the identifiability and usability of basic data, and improve the accuracy of the BOM structure.
[0054] Preferably, in the BOM structure management step of this example, the processing method of instantiating the BOM structure is:
[0055] 1. Obtain material information, including material name, code, and parameter information. The material information can be placed in the data public area, server-side work area, etc. by the purchaser when purchasing, and then the operator imports it into the BOM system through the network. Manual BOM structure creation, batch import of historical data, and 3D CAD integration can also be used.
[0056] 2. Generate material drawing information, then import the drawing information into the BOM system, and associate the material-related information and design drawing information with the BOM.
[0057] Preferably, in this example, 3D design software is integrated into the BOM management system. Through the 3D design software, material visualization is achieved. In this example, design drawings can be drawn in the material system of the present invention, and drawing information in the data public area and the server-side work area can be imported to realize the recognition of drawing information. Through the processing of 3D design software, the format of 2D and 3D design drawings of various materials can be unified, which is convenient for the assembly and integration of materials.
[0058] This example uses the collection object interface to check whether the checked-in object is correct. If it needs to be associated with the filled-in PART_NUMBER number, the part will be associated with the CAD document or 3D design document after importing the material information. Before the association operation, this example automatically analyzes whether the image object is complete. If it is complete, BOM association is performed.
[0059] After successfully importing the design drawing information, the drawing code is searched and a lightweight visual model is generated in the details tab. In this example, the parameters entered in the 3D design software can also be mapped to the system; through the corresponding operation instructions, you can open it in the system through the 3D summary software to quickly view the material picture. By entering the view related object tab command, you can view the information associated with the object and jump to the corresponding object interface.
[0060] 3. Import related parts information based on material information.
[0061] If a material consists of multiple parts, this example can import multiple related component information in batches at the same time based on the naming of the material information.
[0062] 4. Generate an instantiated BOM structure based on the parent-child relationship imported into the BOM system.
[0063] In this example, the system obtains assembly instructions, selects the parts that need to be assembled, and realizes the assembly of multiple parts based on the parent-child relationship imported into the BOM system. Then, the assembled material design drawing is imported into the system to generate an instantiated BOM structure. Based on the instantiated BOM structure, a visual graphic is generated and finally the assembled design drawing is presented in the material picture display area.
[0064] As an embodiment of the present invention, the method for associating the material related information and the design drawing information with the BOM in this example is:
[0065] After associating the acquired parameter information and design drawing information with the BOM, obtain and save the objects to be associated through the object association interface;
[0066] Material completeness check: Check the material product list to see if it is complete and return the inspection results. If it is incomplete, remind the operator to complete the relevant information.
[0067] The material product lists in this example are stored in the material database before being imported into the system, including relevant explanatory documents.
[0068] Preferably, in the BOM editing management step of this example, before editing a material, the material information to be edited is extracted to the workspace, and then the material information is edited and modified. After the editing is completed, the material information is imported into the BOM system.
[0069] By treating the material information that needs to be edited as exclusive, on the one hand, the modification priority is obtained, and on the other hand, other users can be reminded that this data has been checked out and is being modified. This prevents multiple people from modifying the same data at the same time, making the material information uncontrollable and causing errors in the material information.
[0070] The BOM editing management step in this example also includes a substitute material management sub-step, which is implemented through BOM-level specific substitution. Specifically, in this example, in the BOM management system, the substitute material group management page is customized to obtain the manager's addition, deletion, modification and query operations. After creating the order BOM, the user chooses whether to apply the substitute material group.
[0071] This example optimizes the document version coding. In addition to major and minor versions, the version in this example also includes revision information, which is uniformly named by changing the revision operation coding.
[0072] The BOM version management step in this example also includes the sub-step of automatically updating version information:
[0073] When exporting / importing material information, update the export / import code information in the material version;
[0074] After the material is exported and edited, when the information is re-imported, determine whether the material code is consistent. If so, update the change revision operation code in the system version;
[0075] Information comparison steps: Compare the information before and after the update, generate a change information list for the changed parts, and display them separately. For example, in this example, the difference in version, the difference in creator, the difference in structure, the difference in attribute, etc. can be highlighted in the comparison information.
[0076] The material version also includes a revised version and a secondary version sequence. The BOM baseline is automatically captured at set intervals, and version-related information is obtained based on the BOM baseline. If the revised version and the secondary version sequence are updated, the version information and time node-related information are stored separately.
[0077] Preferably, the BOM process management steps include material coding application process, material approval process and material attribute change process. The material attributes include distinguishing identifiers of each process in which the material is located, and corresponding managers and operating permissions of different managers are allocated according to the distinguishing identifiers.
[0078] Among them, the material coding application process includes material design, review status, and application approval status when not approved. The material approval process includes trial production status after approval and material qualified approved status; the material attribute change process includes unapproved, approved, disabled, and changed material attribute change processes. The present invention sets management permissions at all levels at each stage. Only after the previous process is passed, the next level permissions will be opened and transferred to the next level for review and processing to achieve unified rights and responsibilities.
[0079] like Figure 3 As shown, the present invention also provides a bill of materials (BOM) management system, which is used to implement the bill of materials (BOM) management method, including:
[0080] BOM structure management module: used to obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM, and generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials;
[0081] BOM editing management module: used to exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, the material information is updated in the BOM system;
[0082] BOM version management module: used to obtain the BOM baseline of a specific time node, and obtain version-related information based on the BOM baseline. If the version information is updated, the version information and time node are stored separately;
[0083] BOM process management module: used to dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time;
[0084] Material database: used to store various basic information related to materials, including device library, design template library, general parts library and standard parts library.
[0085] The processing flow of this part is the same as described above and will not be repeated here.
[0086] From the above, it can be seen that the present invention can automatically generate a BOM structure according to material information, improve material management efficiency, save labor costs, and reduce mistakes or errors caused by manual management; by integrating image design tools, it is possible to directly obtain design drawing information, and associate the design drawing information with material parameter information to achieve attribute mapping and generate visual graphics, so that the specific material form can be seen more intuitively, thereby improving the accuracy of material management.
[0087] The specific implementation modes described above are preferred implementation modes of the present invention, and are not intended to limit the specific implementation scope of the present invention. The scope of the present invention includes but is not limited to the specific implementation modes, and all equivalent changes made according to the present invention are within the protection scope of the present invention.
Claims
1. A BOM management method, characterized in that: The steps include: BOM structure management steps: obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM to generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials; BOM editing management steps: Exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, update the material information in the BOM system; BOM version management step: obtaining a BOM baseline at a specific time node, obtaining version-related information based on the BOM baseline, and if the version information is updated, storing the version information and time node separately; BOM process management steps: Dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time.
2. The BOM management method according to claim 1, characterized in that: Before materials enter the BOM system, a unified material coding step is also included: based on the material coding, the materials are automatically classified and managed, wherein the material coding includes a first coding area, a second coding area, a third coding area and a fourth coding area which are set in sequence. The four-level coding respectively represents the comprehensive attributes of the material and distinguishes materials of different types and names.
3. The BOM management method according to claim 3 is characterized in that: The code is a 16-bit code, wherein the first code area is 2 digits, the second code area is 3 digits, representing the large, medium and small classifications of the material respectively, the third code area is 10 digits, representing the component parameters, and the fourth code area is 1 digit, representing the special identification of the material.
4. The BOM management method according to claim 1, characterized in that: In the BOM structure management step, the processing method of instantiating the BOM structure is: Obtain material information, including material name, code, and parameter information; Generate material drawing information, then import the drawing information into the BOM system, and associate the material-related information with the design drawing information into the BOM; Import associated component information based on material information; Generate instantiated BOM structure based on the parent-child relationship imported into the BOM system; A visualization graph is generated based on the instantiated BOM structure.
5. The BOM management method according to claim 4, characterized in that: The method of obtaining material information includes: manual BOM structure creation, batch import of historical data, and 3D CAD integration. The method of associating material-related information and design drawing information with BOM is as follows: After associating the acquired parameter information and design drawing information with the BOM, obtain and save the objects to be associated through the object association interface; Material completeness check: Check the material product list to see if it is complete and return the inspection results. If it is incomplete, remind the operator to complete the relevant information.
6. The BOM management method according to claim 1, characterized in that: In the BOM editing management step, before editing the material, extract the material information that needs to be edited to the workspace, and then edit and modify the material information. After the editing is completed, import the material information into the BOM system.
7. The BOM management method according to claim 1, characterized in that: The BOM version management step also includes the sub-step of automatically updating version information: When exporting / importing material information, update the export / import code information in the material version; After the material is exported and edited, when the information is re-imported, determine whether the material code is consistent. If so, update the change revision operation code in the system version; Information comparison step: compare the information before and after the update, generate a list of changed information for the changed parts, and display them separately; The material version also includes a revised version and a secondary version sequence. The BOM baseline is automatically captured at set intervals, and version-related information is obtained based on the BOM baseline. If the revised version and the secondary version sequence are updated, the version information and time node-related information are stored separately.
8. The BOM management method according to claim 1, characterized in that: The BOM process management steps include material coding application process, material approval process and material attribute change process. The material attributes include the distinguishing marks of each process in which the material is located, and the corresponding managers and the operating permissions of different managers are allocated according to the distinguishing marks.
9. A bill of materials (BOM) management system, used to implement the bill of materials (BOM) management method according to any one of claims 1 to 8, characterized in that: include: BOM structure management module: used to obtain material parameter information and design drawing information, and associate the obtained parameter information and design drawing information with BOM, and generate an instantiated BOM structure containing visual graphic information corresponding to the material. BOM is a bill of materials; BOM editing management module: used to exclusively process the material information that needs to be edited, and then edit the material information. After the editing is completed, the material information is updated in the BOM system; BOM version management module: used to obtain the BOM baseline of a specific time node, and obtain version-related information based on the BOM baseline. If the version information is updated, the version information and time node are stored separately; BOM process management module: used to dynamically manage the structured data of the BOM life cycle and update the information of each material in the material library in real time; Material database: used to store various basic information related to materials, including device library, design template library, general parts library and standard parts library.
Citation Information
Cited By
BOM management system and method based on PLM
CN121032400A