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How are user-defined templates for material lists created?

  • Software:

    Autodesk Advance Steel
  • Module

    Bill of Material
  • Question:

    How are user-defined templates for material lists created?
  • Type:

    Creation of documents
  • Difficulty:

    ***

Answer

In Advance Steel user-defined material lists can be created from existing BOM templates.

The first step is to copy an existing template and rename it (in this example: Material list summary is renamed My Material list summary).

How are user-defined templates for material lists created

How are user-defined templates for material lists created

After confirming your selection by clicking "OK", a new list is created. The list becomes immediately available and can be later modified.

Inserting your own Logo

Click in the field with the GRAITEC logo. The source file of the logo will appear in the bottom left part of the BOM Editor, in the "Image" field.

How are user-defined templates for material lists created

How are user-defined templates for material lists created


By clicking the button with the 3 points, Explorer will open. Select the corresponding directory with the new logo and confirm your selection by clicking "OK". The new logo will be inserted.

Note: All normal image formats can be used. The files should not be larger than 200 KB.

How are user-defined templates for material lists created

Modifying the "Company" text field

Click the "Company" text field and right-click to open the contextual menu. Then select "Content".

How are user-defined templates for material lists created

The following window will appear:

How are user-defined templates for material lists created

Since the text field starts with the "User Text" property, the desired text can be inserted in the corresponding field (e.g., company description, address, contacts, etc.).

How are user-defined templates for material lists created

By confirming the inserted information, the new text will appear in the material list templates.

How are user-defined templates for material lists created

Inserting a new text field (for example, in the header)

New text fields with additional information can be inserted in the header of the list.
Use the command for inserting a new text field by clicking the button from the left side of the BOM Editor.

How are user-defined templates for material lists created

You can place a new text field in the header of the list by tracing a rectangle with the mouse.

How are user-defined templates for material lists created

All information for the newly inserted text field is available in the bottom left part of the BOM Editor, in the contextual menu. The information can be edited, if necessary:

- Alignment (Text position)
- Back Color (Background color)
- Font (Text style and text size)
- Location (Location of the text field, in this example in the BOM header)
- Size (Width and height of the field)
- Text (Content of the text field)

How are user-defined templates for material lists created

Note:
The coordinates in "Location" refer to the upper left corner of the text box. The coordinates can be overwritten, and, thus the text box can be later modified. Correspondingly, the width and the height of the text box can be modified by overwriting the values in the "Size" row.

Click in the new text field, then right-click and go to "Content" to select the information that will appear in the text box.

How are user-defined templates for material lists created

The following options are available:

How are user-defined templates for material lists created

Note:
The steps with errors can be undone by pressing < Ctrl> < u >.

Inserting a new column

Follow the same steps as when inserting a new text field. When introducing a new column, the required space must first be created.

This can be done by reducing the size of the existing columns and by merging the existing columns in the "Location" field.

Example for the creation of a new column (for instance, Painting):

Before:

How are user-defined templates for material lists created

After:

How are user-defined templates for material lists created

1 = In this case new text fields must be inserted. The text that will be inserted will be user-defined. Right-click and select < Borders > to set the borders of the text field.

How are user-defined templates for material lists created

Each page border can be selected individually.

How are user-defined templates for material lists created


2 = In "Detail", by right-clicking and going to "Content", the corresponding information can be selected (in this example, Painting).



Note:
For the content of the "Detail" area, several options are available (see the Appendix).

Adding new objects of the model to the content of the list

In addition to the visual adjustment of the list, it is also possible to add or to remove objects of the model from the list by using the "Report Content" function. This can be done by selecting or unselecting the corresponding options.

To access the dialog box, click the button from the menu on the left side of the BOM Editor.

How are user-defined templates for material lists created

Report content:

How are user-defined templates for material lists created

Defining sorting functions:

Each list is provided with predefined sorting. To modify the existing sorting or to change the importance of the elements, go to the "Detail" row and right-click. Then, select "Sorting" from the contextual menu.

How are user-defined templates for material lists created

The following window will appear:

How are user-defined templates for material lists created

The left area of the window contains variables defined as sorting criteria. The corresponding criterion (for example: material) will be selected and moved to "Result" by clicking the "Right Arrow" button.

How are user-defined templates for material lists created

By clicking the "Up Arrow" button, the criterion becomes more important (for instance, the second in importance after "Name").

How are user-defined templates for material lists created

The newly created sorting criteria will sort individual elements from the lists by name, quality of the material (S235 before S355) and part marks. To confirm the selection click < OK >.

By clicking < Save template >, information is saved in the user-defined list.

How are user-defined templates for material lists created

Structure of the material lists

Each list consists of several areas (see the following figure):

How are user-defined templates for material lists created

1) ReportHeader: (List header). The fields appear only on the first page of the list.
2) PageHeader: (Page header). The fields appear at the top of each page of the list and under the header of the first page of the list.
3) Groupheader X: (Header of the group X). A group header can be used for structuring a list. The easiest way for structuring it is by sorting it after main parts (see template - structured BOM). It is possible to define several group headers. Right-click in the GroupHeader area and, then, "Add rows...".

How are user-defined templates for material lists created

A group header requires a corresponding group footer. This way a new structure can be added to the lot.
4) Detail: (Part Lists). The elements from the model corresponding to the selection are listed here.
5) GroupFooter X: (Footer of the group X). This row represents the ending of a group. In the group footer certain calculations of the group are possible.
6) PageFooter: (Page footer). This row appears at the bottom of each page of the list.
7) ReportFooter: (Footer of the list). Numerous combinations of the parts described above are available.

Structure of the list

Most material lists are created in landscape format for the DIN-A4 sheet. To change the format, go to "Setup of Page". Modifications can be made in the Printer Settings (see following figures):

How are user-defined templates for material lists created

How are user-defined templates for material lists created


Appendix:

How are user-defined templates for material lists created