Maintain BOMs and drawings

BOM and drawing quality

Positions without parts, parts without drawings, dead supersessions.

Parts data fails quietly. Nothing errors and nothing turns red — a position stops resolving, and the only signal is a buyer who phoned instead of ordering. These are the checks that make the failures visible before customers find them.

The seven checks

Run all seven weekly. Each one is a filter or a small report, and each one maps to a specific thing a buyer experiences.

1. Positions pointing at nothing. BOM associations whose target product does not exist, is deleted, or is disabled. The buyer clicks callout 030 and gets a blank page. This is the most common failure after a bulk import, because a failed row leaves no trace on the assembly it belonged to.

2. Assemblies with no drawing. A parts list with no exploded drawing is a table of article numbers — the thing you built this to replace. Filter for products in the assembly family where exploded_drawing is empty.

3. Drawing callouts with no BOM position. The sheet shows callout 045; the assembly has no position 045. The buyer clicks and nothing happens. This runs from the hotspot map against the association list.

4. BOM positions with no callout. The reverse. A position added to the parts list after the illustration was last updated is invisible to anyone navigating by drawing — which is most of your buyers.

5. Dead supersessions. Follow every replaced_by chain to its end. Three faults live here: a chain ending on a part that is also disabled, a chain that loops back on itself, and a superseded part that is still orderable.

6. Quantity anomalies. Sort the associations of an assembly by quantity, ascending and descending. A quantity of 0 is a mapping error. A quantity of 1,800 is 1.8 metres imported without its unit. Both are at the extremes, which is why sorting finds them in seconds.

7. Orphaned assemblies. Assemblies that no machine and no other assembly points at. Either the top-level link was never imported, or the assembly was superseded and nobody said so. Neither is reachable by a buyer.

The coverage report

Beyond the fault checks, one number per machine series tells you whether the series is actually shoppable. Track it per series, not as a total — a total averages a complete series with an empty one and tells you nothing.

MeasureTargetMeaning
Positions with a resolvable part100 %Anything less is a dead click
Assemblies with a drawing100 %Below this, buyers are reading tables
Positions with a customer-language name100 %Internal designations mean the E-BOM was published as-is
Positions with a price100 %A part with no price cannot be ordered
Parts with a stock figure or a lead time100 %Silence reads as "not available"
Positions with an availability decision recorded100 %Orderable, service-only, or supplied as an assembly
Parts with compatibility dataas high as you canBelow ~80 % the machine filter misleads

Add completeness on top of these. A part is a product, so the ordinary catalogue measure applies to it unchanged; these seven are the additional structure a parts list needs.

Fix at the source, not in the shop

Most of these faults arrive from somewhere else, and fixing them in the shop means fixing them again next import.

FaultWhere it is actually created
Positions pointing at nothingThe import ran associations before the products existed. Reorder the import.
Quantities all equal to 1The quantity column was not mapped. Fix the field mapping.
Internal designations in the shopThe E-BOM was published without the editorial pass. This is service's work, not the shop's.
Callouts and positions disagreeingThe illustration and the ERP BOM diverged. Fix the release process, not the map.
Positions deleted upstream still in the shopYour re-import merges instead of replacing. Decide, per assembly, which it should do.
Superseded parts still orderableNo step in engineering's release routine disables them. Add one.
Deleted-upstream positions are the fault that survives longest. If a re-import only adds and updates, a position removed from the ERP BOM stays in the shop indefinitely, looking exactly as valid as the rest. Nobody notices until a customer orders a part that was designed out three years ago. Decide whether a re-import replaces an assembly's positions or merges into them, and write that decision down.

Detect it from the buyer's side too

The data checks find structural faults. Buyer behaviour finds the ones that pass every check and still fail.

  • Zero-result searches containing a serial or type number. Each one is a machine you have not modelled, named by a customer. See Zero results.
  • Zero-result searches containing a part number you do not recognise. Old numbers with no supersession chain, and competitor numbers with no cross-reference.
  • Wrong-part returns on shop orders, compared against phoned orders. This is the metric that decides whether the shop is trusted, and it is worth watching weekly for the first months. See Returns.
  • Identification calls to the service desk, by series. They tell you which series to model next, and whether the last one worked.

Who owns this

One person in service or technical documentation owns the parts data, the way somebody owns the price list. They run the weekly checks and they handle supersessions on the day engineering releases them.

Where this is nobody's job, the catalogue is accurate at go-live, plausible after a year, and dangerous after two — and the failure is invisible from the inside, because everything still renders. The only signal is that the phone started ringing again.

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