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Display Custom Data from your Summary Data Template in your BOM
Display Custom Data from your Summary Data Template in your BOM

Using custom BOM columns to display data from custom summary data fields in your BOM view

Joe Marino avatar
Written by Joe Marino
Updated over a week ago

There may be times where you have specific material summary data from your Summary Data Template that would be very beneficial to display in your product BOM view - using custom columns, this can be achieved with ease! 

Start by navigating to your library and selecting the "Data Templates" tab, then click "BOM Summary Data Template". 

Here you can add/delete Summary Data pages and customize the fields (these exact questions can be sent in supplier surveys as well). Select  "Save & Close" once you're satisfied with your new pages.

To link these created questions back to your BOM, select "BOM Column Template" from the Date Templates page. 

You may also edit BOM columns from directly within a product/material BOM:

Click on the "Edit Column Properties" tab and add in your custom column as shown below. This will be the name of the column in your BOM view. Next, select the edit button next to your new column name. 

This is where you will tell 3E Exchange what summary data to display in your BOM view. Be sure to select "Summary Data" for the type, then select the summary data that you would like to be displayed (this can be your custom summary data page or a standard page from 3E Exchange). Click "Save" when finished.

Now select "Done Editing".  If you would like to adjust the order and visibility of your BOM columns to ensure this new column shows up in your BOM view, visit this article for more information. You are finished with your Data Templates section. 

From here, you can send supplier surveys about your materials or manually enter this summary data in your BOM. 

To manually enter this data, go to the desired product/material from your library. Once in the BOM, scroll down in the middle toolbar. Your custom summary data will live below all the built-in summary data:

You will now see that summary data displayed in your BOM view.

Congratulations! You have now learned how to display custom summary data in your BOM!

Need Help? 

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Use the Intercom chat service in the bottom-right of your screen to connect to a 3E Exchange Customer Success Engineer, and we'll get back to you with the information or help you need.

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