Capture Walk-through 10: BOM

This OrCAD Capture tutorial demonstrates how to create a Bill of Materials (BOM) for project parts.  After you complete this tutorial you will be able to:

  • Create a custom BOM
  • Open the BOM in Excel

If you would like to follow along with this tutorial, you can visit our walk-through page to view video tutorials and download design files.

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

  1. In the schematic, right click and select Selection Filter (CTRL-I).
  2. Select Clear All.

3. Check the box next to Parts and click OK.

4. Highlight the schematic.

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

5. 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.

6. Select the New Property button.

7. Add a Vendor as the Name and click OK.

8. Right click the Vendor row and select Edit.

9. Add Digi-key as the Vendor and click OK.

10. Close the Property Editor window.

11. With the design selected in the project hierarchy, select Tools > Bill of Materials from the menu.

12. Use the Header and Combined Property text boxes to customize the Bill of Materials or copy and paste the following text strings:

Header: ItemtQuantitytReferencetParttVendortManufacturertManufacturer Part Number

Combined Property:

{Item}t{Quantity}t{Reference}t{Value}t{Vendor}t{Manufacturer_Name}t{Manufacturer_Part_Number}

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

13. Select Open in Excel.

14. Browse to a location to save the Bill of Material report.

15. 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.

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