How to Configure Part List (BOM) Columns

Part list columns, or bill of material columns, on interactive parts pages can be configured to meet end-user, organizations or an overall tenant’s needs. Part list columns can be setup to contain information such as tag values and a variety of part property information. Each column added to a customized part list layout can also be reordered and removed as necessary. 

Article Topics

• Part List Column Inheritance
• How to Configure Custom Part List Columns (BOM) in the Admin Modules 
• How to Edit Part List Column Settings 

Part List Column Inheritance

Part list, or bill of material, columns can be customized via user preference (Documoto Classic, only), or at the organization and tenant administration level. Similar to a few other features in Documoto, such as PO/RFQ templates or logos, there is an interaction between tenant, organization and user-preference part list customization. Below is a graphical depiction of how part list column settings are inherited.

• Example 1: Only the tenant part list columns have been configured. Both the organization and the end-user inherit the tenant’s part list column settings.
• Example 2: Only the tenant and organization have been configured. The end-user will inherit their organization’s part list column settings.
• Example 3: All three (tenant, parent organization and end-user) have unique part list column configurations. There is no inheritance in this example.

How to Configure Part List Columns (BOM) in the Admin Modules

1. Login to Documoto.
2. In the ‘Admin’ drop-down, select either the ‘Organization Admin’ or ‘Tenant Administration’ module.
   1. If you are in the ‘Organization Admin’ module, use the top left organization drop-down to select the organization that needs customized part list columns.
3. Click ‘Part List Columns’ under the ‘Miscellaneous’ section.
4. Check off the ‘Override’ check box.
5. Select the ‘Add Column’ button. 
6. 
7. In the ‘Add Part Column’ pop-up window, select the first column that you want to appear in the bill of materials or parts list on an interactive page.
8. 
9. Once you have selected the part property or tag and it is highlighted in the list, click the ‘Select’ button. 
10. Continue to ‘Add Columns’ until all of the properties and tags you wish to appear in the interactive page BOM are listed. 
11. 

How to Edit Part List Column Settings

1. Using the three row ‘Drag Handle’ icon, click and hold to drag and drop the part properties in the order you want the properties to appear in. 
2. 
   • Documoto Classic, only: if you would like to set customized column widths, type in the column width in the ‘Column Width’ text box, or use the arrows to increase or decrease width.
     • Note: This setting is in pixels, meaning that a width of '50' would be no wider than the end of your pointer finger. Additionally, the setting sets the ‘Minimum’ width in pixels.
3. To delete a part list column, simply click the [X] on the row you wish to delete. 
4. 
5. Select the ‘Save’ button when you are done adding, reordering, editing and deleting part list columns.
6. Open any interactive page
7. You should now see the changes you made to the part list column layout.