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How to Create a BOM with a Template

Manually compiling the required information to purchase the components in a PCB design can be time-consuming and prone to human error. Bill of Materials (BOMs) can be created quickly through OrCAD Capture CIS; however, the generic BOM output may not meet company requirements. With the CIS Template Based BOM App, designers can utilize custom excel templates including company logos and information to create a BOM.

This how-to will provide step-by-step instructions on how to use the CIS Template Based BOM App in OrCAD Capture CIS to create a BOM using an excel template.

How-To Video

Activating the BOM Template App

Step 1: Open the desired design in OrCAD Capture CIS and select the .dsn file in the project hierarchy.

Template Based BOM in OrCAD

Step 2: Select EMA Toolkit > CIS Template Based BOM from the menu.

Configuring a Bill of Materials in OrCAD

Step 3: Browse to the location of the desired Excel template and select Open. For this example, use the default template included in the installation here:


Note: You can create a template containing company logos, graphics, or other data you wish to populate for all your BOMs. Remember to change the BOM Header Row # and BOM Start row # when creating a new template.

Configuring the BOM Template App

Step 4: Enter 2 as the row number for the column headings to appear on.

Step 5: Check to have the BOM header automatically generated based on the capture properties.

Adding Fields to a BOM in OrCAD

Step 6: Configure the properties to be included in the BOM. Select Manufacturer from property names list and click to include the property in the BOM.

Step 7: Select Manufacturer PN from the property names list and click to include the property in the BOM.

Note: Arrange the BOM order by selecting the property and using the up and down buttons. To remove a property from the BOM, select a property and click the ← button.

Step 8: Ensure PART_NUMBER is entered in the Part Number Field.

Step 9: Browse to the location for the outputted BOM to be saved.

Note: If the design has a variant, select the desired variant.

Step 10: Enter 3 as the row number for the BOM information to start.

Note: Check to include Do Not Include (DNI) parts in the BOM.

Generate a BOM from a Template

Step 11: Select Run and click OK when BOM generation is completed.

Template Based Bill of Materials with OrCAD

Step 12: View the generated Bill of Materials.

Wrap Up & Next Steps

Easily export a bill of materials which adheres to company standards using Excel templates and the CIS Template Based BOM App. This app and others are part of the EMA Toolkit, one of the benefits of EMA Support +. The EMA Support + program is available to all EMA customers on active support and includes additional benefits and tools to expedite the PCB design process, such as time saving apps, additional training, and more. See what’s included with EMA Support + and learn how to get access to these exclusive benefits

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How To was created with:
EMA Design Automation