Capture Walk-through 10: Bill of Materials

This walk-through demonstrates how to create a Bill of Materials (BOM) for project parts.  After you complete this topic, you will be able to: 

  • Create a custom BOM 
  • Open the BOM in Excel 

To follow along with this tutorial, continue with your design from Capture Walk-through 9 or use the included design file, CAPTURE TUTORIAL 10_BOM.DSN under the ‘materials’ tab.

Open in New Window

  1. In the schematic, right click and select Selection Filter (CTRL-I).  
  1. Select Clear All
  1. Check the box next to Parts and click OK
  1. Highlight the schematic.  

Note: Only the parts will be selected in the schematic.  

  1. Right click and Edit Properties.  

Note: Fields have already been added for Manufacturer, Manufacturer Part Number, and Part Number. You can use CTRL+C and CTRL+V on the keyboard to copy and paste quickly in the properties window. 

  1. Select the New Property button.  
  1. Add a Vendor as the Name and click OK.  
  1. Right click the Vendor row and select Edit.  
  1. Add Digi-key as the Vendor and click OK
  1. Close the Property Editor window. 
  1. With the design selected in the project hierarchy, select Tools > Bill of Materials from the menu. 
  1. Use the Header and Combined Property text boxes to customize the Bill of Materials or copy and paste the following text strings: 

Header: Item\tQuantity\tReference\tPart\tVendor\tManufacturer\tManufacturer Part Number 

Combined Property:  


Note: Make sure the text precisely matches the property fields added- included spaces and case. 

  1. Select Open in Excel
  1. Browse to a location to save the Bill of Material report. 
  1. Click OK to generate the Bill of Materials.  

Note: You can also view the bill of materials by double clicking the report in the project directory outputs.  

EMA Design Automation