Using Part Numbers and Descriptions Effectively in SolidWorks for Manufacturing Drawings

Understanding Part Numbers

A part number is a unique identifier, typically a set of alphanumeric characters, assigned to each part, sub-assembly, and main assembly. This system helps in categorizing and understanding the nature and class of a part. Think of it like a surname that tells you about a person's family and lineage. Similarly, part numbers allow team members to understand a part's purpose and its relation to other parts in the assembly.

Creating a Part Numbering System

To develop an effective part numbering system, follow these steps:

1. Establish Master Tables

• Equipment Class: Group equipment by application.

• Purpose Code Master: Define codes based on the application's nature.

• Module Code Master: Describe different modules, creating relationships like family, parent, and child.

2. Define Character Lengths: Determine the number of characters for each category, ensuring the maximum possible combinations fit your needs.

3. Use a Spreadsheet for Automation:

• Create input fields with dropdown lists linked to your master tables.
• Use formulas, such as VLOOKUP, to automate the generation of part numbers.

In the table, you can note the description of the part number based on its characteristics and dimensions as needed. The blue-coloured input fields are dropdown lists linked to the master documents we discussed earlier. By selecting values from these dropdown lists, you can use a simple formula with VLOOKUP to trace the value into the part number. The part number, displayed in the green-coloured field, is automatically generated based on the selected characteristics.

The fields shown here are the hidden fields that make this logic functional.?

Based on the selections in the dropdown lists, the codes corresponding to the names of purpose, module, family, parent name, and child number are collected from the master tables and displayed in this table. Here is an example of the formula used to select a purpose code:

Excel formula (spreadsheet)

Copy code

=VLOOKUP(G14,'Purpose Code'!$C$9:$D$108,2,0)

This formula retrieves the code corresponding to the purpose from its specific table or master. By using such formulas, anyone interested in spreadsheets can easily develop a part number logic suited to their business needs.

See the formula which makes this part number:

=IFERROR(CONCATENATE(M9,N9,O9,P9,Q9,R9,S9),"")

Next, let us discuss how these part numbers and descriptions are useful for 3D CAD modelling and drafting in a manufacturing unit. It is recommended to create folders named after the equipment class, purpose, and module, and save the 3D model using the generated part number. For complete functionality and effectiveness when using SolidWorks to generate a Bill of Materials (BOM), adhere to the following guidelines. These will help you design for a manufacturing environment that can connect to an ERP system for purchasing, make-or-buy decisions, production, project management, accounting, and sales. In this context, a part number is like the lifeblood of the manufacturing unit.

Implementing in SolidWorks

To ensure part numbers and descriptions are useful in 3D CAD modeling and drafting:

1. Folder Organization: Save 3D models in folders named according to equipment class, purpose, and module, with filenames matching the part number.

1. Bill of Materials (BOM) Integration:
2. BOM Template Configuration:
3. Custom Property Mapping: Map custom properties to the corresponding columns in the BOM table.
4. Component Visibility: Ensure all components are unsuppressed and visible.
5. BOM Filters: Check and adjust filters to include all desired components.

Here's a summary:

Possible Cause vs Solution

Missing information in part files

Assign unique part number and description to each part in its properties. Ensure correct configuration is used.

BOM Template Configuration

Verify "Part Number" and "Description" columns are included in the BOM table. Use appropriate custom BOM template if applicable.

Mapped Custom Properties

Ensure custom properties are correctly mapped to corresponding columns in the BOM table.

Suppressed Components

Unsuppress all components within the weldment assembly.

Excluded Items

Adjust BOM filters to include all desired components.

Drive_spreadsheet Export to Sheets

By systematically following these steps, you should be able to identify the reason why part numbers and descriptions are not appearing in your BOM and take corrective actions to ensure complete and accurate information.

Additional Tips

• SolidWorks Help Resources: Utilize SolidWorks documentation and tutorials for BOM configuration and troubleshooting.
• Rebuild BOM: Sometimes, rebuilding the BOM can resolve missing information issues.

By following these steps, you can effectively use part numbers and descriptions in SolidWorks, enhancing your manufacturing process and ensuring seamless integration with ERP systems for various business operations.

Jinto A. J?

B. Tech, MBA, C. Eng. (I), MIE, AIV, MISTE

[email protected]

+919947796301