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Wiki Page: Configuring the BOM and Reports

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Applies To Product(s): OpenPlant Isometrics Manager Version(s): 08.11.09.XXX Environment: Windows 7 64 bit Area: Settings/Attributes Subarea: - Original Author: Keith Couvillion, Bentley Technical Support Group BOM / Report Configuration The material report on the drawing is controlled with the report definition file (report.def). This definition file provides a very flexible way of specifying the material output on the drawing. With the report definition file multiple reports can be defined which will always be processed any time a drawing is generated. Not all reports need to be included in the drawing. All reports become available as text files. At the discretion of the user these files can be used for various purposes. They may even be formatted in such a way that they can be used as input into the material handling system of the organization. Report Definition Report Definition File Open the Isometrics Configuration tool From the Isometric Configuration dialog: Select the Isometrics Style tab Style – Select the relevant style from the dropdown Select Advanced from the left pane Click Open Report Definition Note: The header of the report definition file explains the available option to configure the content and layout of reports. Table Definitions The table layout of a material report is defined by COLUMN keywords. The column definition has the following syntax: COLUMN = : : COLUMN = 3: R : PARTID COLUMN = 19: R : QUANTITY COLUMN = 7: R : SIZE1 COLUMN = 7: R : SIZE2 COLUMN = 2: : COLUMN = 60: W : IE_DESCRIPT Where specifies the width of the column in characters can be one of the following L – left aligned C – centered R – right aligned W – wrap (a new line will be added if the length of the expression exceeds the width of the column is an expression for the content of the report column. Any component attribute or string can be used. Example: IE_DESCRIP + UUID + “and a string” would concatenate the attributes IE_DESCRIPT and UUID and the string “and a string.” Note: Only fixed width fonts can be used for reports because the column width is determined by the number of characters. If variable width fonts are used, the data in the columns will not line up. Displayed Properties The COLUMN keyword specifies the properties to include and their sequence. In the example below, the PARTID property is the first property in the report, followed by the QUANTITY property. The properties are ordered from left to right in the report. COLUMN = 3: R : PARTID COLUMN = 19: R : QUANTITY COLUMN = 7: R : SIZE1 COLUMN = 7: R : SIZE2 COLUMN = 2: : COLUMN = 60: W : IE_DESCRIPT Table Headers To specify a fixed text as start of the report, use the TEXT keyword. Extra flexibility is provided with the WRITE keyword. The WRITE keyword writes the variable part of the report in between the fixed text from the TEXT keywords. Below is an example positioning the material table between a header and a single footer line: TEXT = @ ---------------------------------------------------------------- TEXT = @ PART | QUANTITY | SIZE1 | SIZE2 | DESCRIPTION TEXT = @ ---------------------------------------------------------------- WRITE = TEXT = @ ---------------------------------------------------------------- Bill of Material Location on Drawing The position of the Bill of material is defined by the position of its related text node. By default the text node number for the Bill of Material is set to 60. The text node number for the Pipe Cut List is set to number 61. These default numbers can be changed by changing the related property in the Bill of Material definitions file. Component Types Use the INCLUDE and EXCLUDE keywords to specify the type of elements that will be included in, or excluded from, the report. The example below includes only field items and excludes welds. # this to include only field items INCLUDE = IE_FIELD=1 EXCLUDE = IE_TYPE=CT_WELD Field and Erection Materials To specify a report that only contains field components, specify the following line in the material report: INCLUDE = IE_FIELD=0 #------------------------------------------------------------------------ # A sample report that writes shop material to a report #------------------------------------------------------------------------ REPORT = SHP # this to include only shop material INCLUDE = IE_FIELD=0 EXCLUDE = IE_TYPE=CT_WELD COLUMN = 3: R : PARTID COLUMN = 19: R : QUANTITY COLUMN = 7: R : SIZE1 COLUMN = 7: R : SIZE2 COLUMN = 2: : COLUMN = 60: W : IE_DESCRIPT GROUP = PARTID SORT = PARTID:N SEP = @ SORTHEADERS = 1 TEXT = @ ---------------------------------------------------------- TEXT = @ Shop Materials TEXT = @ ---------------------------------------------------------- Write = END Bolt Length Units Bolt diameters are directly related to the flange connection specs: the bolt-hole definition. These data are presented in the bill of material without change, and cannot be configured. By default the bolt length is output in millimeters or inches depending on the project units for length. However, it is possible to switch the units for the SIZE2 property from one to the other by adding a “B” to the column definition. REPORT = BOM COLUMN = 3: R : PARTID COLUMN = 19: R : QUANTITY COLUMN = 7: R : SIZE1 COLUMN = 7: R B : SIZE2 The example above would output bolt length in millimeters for project in imperial units and it would show bolt length in inches for a metric project. The “B” modifier only affects bolts. Grouping / Sorting Reports The grouping and/or sorting of the report contents is done by adding the GROUP and/or SORT keywords to the report definition. Each field in the column list can be used as grouping or sorting criteria. GROUP = PARTID SORT = PARTID:N Note: Removing the GROUP keyword will create a material list with each component on a separate line. Summarizing Reports To summarize the number of components that have been grouped together, use the QUANTITY keyword. COLUMN = 19: R : QUANTITY Combining Reports If you want to have a material list that first shows the shop items and then the field items, you can combine 2 reports into one. The example below combines a report named shp with a report named fld . #--------------------------------------------------------------------------- # The COMBI report combine the SHP and FLD report into a single report # and attaches it to textnode 60 in the isometric #--------------------------------------------------------------------------- REPORT = combi WRITE = shp TEXT = @ TEXT = @ WRITE = fld NODE = 60 END Enable/Disable Reports The appearance of a report on the drawing can be enabled or disabled. The placement and positioning of a report on the drawing is controlled by tying it to a text node element in the seed file. Adding or removing the NODE keyword to display or not display the report on the drawing. A ‘#’ can also be used to turn the line into a comment, causing the placement of the report to be disabled. Placement enabled: NODE = 60 Placement Disabled: # NODE = 60 Pipe Cut Length Report Include the Cut ID in the report To include the cut id of the pipe cut labels in your pipe cut report, specify the CUTID keyword for one of the columns. The NODE keyword specifies the location of the report in the drawing. Enable the Placement of Pipe Cut Labels The User Labels section in the Configuration Manager is used to control the placement of Pipe Cut Labels in the drawing. Open the Isometrics Configuration tool From the Isometric Configuration dialog: Select the Isometrics Style tab Style – Select the relevant style from the dropdown Select User Labels from the tree Select Pipe Cut Labels See Also User Can also See other wiki articles and its sub articles on configuring various types of reports in OpenPlant Isometrics Manager. Comments or Corrections? Bentley's Technical Support Group requests that you please confine any comments you have on this Wiki entry to this "Comments or Corrections?" section. THANK YOU!

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