Examples of Custom BOM Reports

This section provides examples of customizing BOM Reports. These simple examples supplement the concept described in section Configuring BOM Reports.

Adding a New Column Using an Item Property

In this example, the Multilevel BOM Report is customized. Using the following procedure, the Unit column is added between the Quantity and AML Status columns to display the Unit property of Part Items:

  1. Search for the PE_multilevelReport Query Definition (QD) and open its item view for editing.
  1. Click Show Editor on the PE_multilevelReport QD sidebar.
  2. Click the Properties button on the top RootPart row. The Properties dialog box appears.
  1. Add the Unit property to the Properties dialog box and click Save.

  1. Repeat steps 3-4 on the Part row representing the Part Query Item.

Note
Both Root and Part Query Items should have the same Properties in a QD. Otherwise, Aras Innovator will return an error. This requirement does not apply to other Query Items of the QD.

  1. Click Save, Unlock & Close on the PE_multilevelReport QD toolbar.
  2. Search for the Multilevel BOM Report and open its Item view for editing.
  3. Go to the Stylesheet editor tab.
  1. Add the <th>Unit</th> table header cell element after <th>Quantity</th>.

  1. Add a table data cell element for the unit property values after the one for quantity. <td rowspan="{$rowCount}" width="120px"> <xsl:value-of select="unit"/> </td>

  1. Click Apply on the Stylesheet editor tab.
  2. Click Done on the Multilevel BOM Report toolbar. The Unit column is added to the Multilevel BOM Report.

Adding a New Column Using a Relationship Property

Note
This example can be used as a guide for adding any relationship property. For the Sequence relationship property, prefer the configuration as described in the next section.

In this example, the BOM Costing Report is customized. Using the following procedure, the Reference Designator column is added as the last column to display the Reference Designator property of the Part BOM Relationship ItemType:

  1. Search for the PE_costingReport Query Definition (QD) and open its item view for editing.
  1. Click Show Editor on the PE_costingReport QD sidebar.
  2. Click the Properties button on the Part BOM row. The Properties dialog box appears.
  3. Add the Reference Designator property to the Properties dialog box and click Save.

  1. Click Save, Unlock & Close on the PE_costingReport QD toolbar.
  2. Search for the BOM Costing Report and open its Item view for editing.
  3. Go to the Stylesheet editor tab.
  4. Add the <th> Reference Designator</th> table header cell element after <th>Cost Basis</th>.

  1. Add a table data cell element for the reference_designator property values after the one for cost_basis. <td> <xsl:value-of select="Relationships/Item[@alias='Part BOM’ and @info='parent’]/reference_designator"/> </td>
Note
When customizing the Multilevel BOM Report with a Relationship ItemType property, this property table data tag should have the rowspan attribute as follows:

<td rowspan="{$rowCount}" width="120px"> <xsl:value-of select="Relationships/Item[@alias='Part BOM’ and @info='parent’]/property_name"/> </td>

  1. Click Apply on the Stylesheet editor tab.
  2. Click Done on the BOM Costing Report toolbar. The Reference Designator column is added to the BOM Costing Report.

Adding the Sequence Column

In this example, the BOM Costing Report is customized. Using the following procedure, the Sequence column is added as the last column to show the Sequence property of the Part BOM Relationship ItemType:

  1. Search for the BOM Costing Report and open its Item view for editing.
  1. Go to the Stylesheet editor tab.
  2. Add the <th> Sequence</th> table header cell element after <th>Cost Basis</th>.

  1. Add a table data cell element for the sort_order property values after the one for cost_basis. <td> <xsl:value-of select="sort_order"/> </td>
Note
When customizing the Multilevel BOM Report with the Sequence property, this property table data tag should have the rowspan attribute as follows:

<td rowspan="{$rowCount}" width="120px"> <xsl:value-of select="sort_oder"/> </td>

  1. Click Apply on the Stylesheet editor tab.
  2. Click Done on the BOM Costing Report toolbar. The Sequence column is added to the BOM Costing Report.