Configurix

BOM and production-output guide

From one valid configuration to the exact structure operations accepts.

Product configurator BOM generation connects customer choices and dimensions to stable assemblies, components, quantities, units and revisions. The output becomes valuable when the next responsible system can understand, verify and reproduce it.

Clear definition

A BOM is a governed product structure, not a screenshot with parts.

A bill of materials identifies the components that make up a product or assembly and records how each item relates to its parent. Useful BOM data includes stable component identity, quantity, unit and structure. Configurable products add another requirement: the structure must resolve correctly for one accepted combination of characteristics, dimensions and dependencies.

The configurator does not need to replace PLM, ERP or manufacturing. It can preserve the selected product state, calculate agreed quantities, resolve component mappings and deliver a configured-order or BOM request to the authoritative system. In other implementations, it can generate an accepted sales or operational BOM directly.

Before implementation, name the output precisely. A customer specification, quote line, sales BOM, engineering structure, manufacturing BOM, cut list and installation pack serve different audiences. Calling all of them “the BOM” hides the ownership and acceptance work that makes production data dependable.

Interactive BOM lab

Configure the pergola. Watch the structure resolve.

This example exposes component-selection and quantity logic for learning. Its part codes, dimensions and rules are illustrative and are not a customer's approved engineering or manufacturing specification.

Configuration

Bioclimatic pergola

Valid
Mounting
Options

Derived state

Roof zones

1

Blades per zone

24

Mounting

Wall-mounted

Rule revision

BOM-R18

BOM · CFG-7X4P2 · Revision 3

Model PERG-BIO · Rules BOM-R18 · Status generated

ItemQuantitySourceDestination

Configured bioclimatic pergola

PERG-BIO

1 EA

Product family

Configured order

Structural frame assembly

ASM-FRAME

1 SET

Always included

Frame station

Front beam profile

BEAM-FRONT · cut 4.20 m

4.20 M

Overall width

Profile cutting

Wall connection beam

BEAM-WALL · cut 4.20 m

4.20 M

Mounting + width

Profile cutting

Side beam profile

BEAM-SIDE · cut 3.50 m

7.00 M

2 × projection

Profile cutting

Drainage post

POST-STD

2 EA

Mounting type

Frame station

Wall fixing set

FIX-WALL

1 SET

Mounting type

Hardware pick

Motorized louvered roof

ASM-ROOF

1 SET

Width zone rule

Roof station

Louver blade

LOUVER-150 · cut 4.20 m

24 EA

24 blades × 1 zone

Blade cutting

Roof drive motor

MOTOR-ROOF

1 EA

1 per roof zone

Electrical pick

Roof controller

CTRL-ROOF

1 EA

Motorized roof

Electrical pick

Integrated zip-screen package

ASM-SCREEN

1 SET

Screen selected

Closure station

Screen cassette

SCREEN-CAS · cut 4.20 m

4.20 M

Front opening width

Profile cutting

Screen fabric

SCREEN-FAB

9.66 M2

Width × example drop

Fabric cutting

Integrated LED package

ASM-LED

1 SET

Lighting selected

Electrical station

LED profile and strip

LED-CHANNEL

11.20 M

Front + side beams

Electrical prep

Dimmable LED driver

LED-DRIVER

1 EA

1 per roof zone

Electrical pick

Configured fastener and seal kit

KIT-FASTENER

1 SET

Resolved product state

Hardware pick

Visible lines

18

Unique item codes

18

Example cut length

120.40 m

Traceable structure

Every line carries a stable code, quantity, unit, selection source and intended operational destination.

Output taxonomy

Six structures people often mean when they say “BOM.”

Use the name, audience and acceptance test that matches the real next step. One implementation may create several related outputs from the same configuration revision.

Customer specification

A readable summary of selected product, dimensions, finishes and accessories.

Proves: What the customer chose—not necessarily every physical component.

Sales BOM

Commercial packages, configured items and quantities used for quotation or order review.

Proves: What is sold and priced at the agreed commercial level.

Configured order

A structured product identity with characteristic values, quantities and revision context.

Proves: Which accepted variant or made-to-order state continues downstream.

Engineering BOM

The engineering product structure, assemblies, components, documents and approved revisions.

Proves: How the designed product is technically structured.

Manufacturing BOM

The plant- and process-ready component structure used to plan and execute manufacturing.

Proves: What the responsible production system has accepted for build use.

Cut, pick or installation list

A task-specific transformation with lengths, quantities, grouping, stations or site packages.

Proves: What a particular team needs to prepare, pick, cut, assemble or install.

BOM data contract

Ten fields that make a component list operational.

Not every destination needs every field, but every required field needs one meaning, owner and acceptance example.

01

BOM identity

BOM ID, type, revision, status, usage, destination and effective context.

02

Configuration identity

Configuration ID and revision plus product-family and rule-model revision.

03

Hierarchy

Parent assembly, item level, position, sequence and required child relationships.

04

Component identity

Stable internal item ID, ERP or PLM code, description and lifecycle status.

05

Quantity

Value, unit, basis quantity, conversion, precision, scrap or yield where required.

06

Variable dimensions

Cut length, area, angle, handing, orientation or another accepted variable-size field.

07

Selection provenance

The product choice, dependency, formula or substitution that included the line.

08

Effectivity

Date, plant, market, serial, model or change context controlling which revision applies.

09

Documents

Drawing, specification, finish, installation note or quality evidence linked by stable reference.

10

Delivery state

Generated, reviewed, accepted, rejected, exported, acknowledged or superseded.

Source-of-truth design

Do not force six systems to pretend they own the same record.

Product configuration connects catalogue, engineering, commercial and production data. Assign authority per field and stage, then preserve identifiers and acknowledgements across each handoff.

Catalogue or PIM

Product, option and component identity, descriptions, lifecycle and market availability.

Does not prove manufacturing quantity or routing by itself.

Configuration model

Accepted characteristics, dependencies, exclusions, dimensions and derived product state.

Should not invent an unapproved production component.

PLM or engineering

Engineering structures, component revisions, drawings, change orders and technical release.

May not own the customer, quote or commercial package.

ERP or manufacturing

Material master, plant-specific MBOM, units, planning, work definitions and accepted order records.

Should receive stable configuration meaning rather than a free-text description.

CPQ or commerce

Commercial lines, customer price, quote, approval and configured-order request.

A sales line is not automatically a production-ready BOM line.

Configurix workflow

Saved configuration, rule evaluation, agreed component mapping and delivery traceability.

Production authority remains where the implementation contract assigns it.

Structured handoff

Send identity and provenance—not a flattened note.

A receiving system should know which configuration and revisions created the BOM, why each component was selected, what the quantities mean and whether the structure is generated, reviewed or accepted.

{
  "bom": { "id": "bom_CFG-7X4P2_r3", "type": "configured_order", "revision": 3 },
  "configuration": { "id": "CFG-7X4P2", "revision": 3, "state": "valid" },
  "model": { "family": "PERG-BIO", "revision": "2026.08", "ruleRevision": "BOM-R18" },
  "context": { "plant": "EU-01", "effectiveAt": "2026-08-19" },
  "items": [
    { "position": "10", "parent": null, "code": "ASM-FRAME", "quantity": 1, "unit": "SET" },
    { "position": "20", "parent": "10", "code": "BEAM-FRONT", "quantity": 4.2, "unit": "M",
      "source": { "field": "width", "value": 4.2, "rule": "FRAME-WIDTH" } },
    { "position": "30", "parent": "10", "code": "POST-STD", "quantity": 2, "unit": "EA",
      "source": { "field": "mounting", "value": "wall", "rule": "POST-QTY" } }
  ],
  "delivery": { "destination": "ERP", "status": "pending_acknowledgement" }
}

Permanent acceptance pack

Ten tests before a BOM reaches operations.

Use examples approved by engineering, production and the receiving-system owner. Keep them after launch and rerun them whenever products, components, rules or integrations change.

Known configuration

Generate a representative product and compare every expected component, quantity, unit, hierarchy and revision with an independently approved result.

Minimum and maximum dimensions

Test dimension boundaries and increments. Verify variable lengths, repeated modules, supports, hardware and rounding on both sides of each threshold.

Option inclusion and removal

Add and remove screens, glazing, motors, lighting or another dependency. Confirm all and only the related components change.

Substitution

Trigger a market, plant, stock or revision substitution. Preserve the reason, approved alternative and downstream identity.

Multi-level explosion

Verify parent assemblies, subassemblies and leaf components at the exact level expected by the receiving system.

Revision and effectivity

Generate before and after an approved component or rule change. New work uses the correct revision while historical output remains reproducible.

Invalid configuration

Attempt to generate from an incomplete or invalid state. Production-marked output must stop or enter an explicit review state.

Export acknowledgement

Send the structure to ERP, PLM or another destination. Reconcile IDs, units, quantities and revision, then record acceptance or actionable rejection.

Duplicate and retry

Repeat a timed-out delivery. The destination must not create an unintended second order or BOM revision.

Human amendment

Apply an allowed engineering or order-specific change. Record owner, reason and revision without silently rewriting the reusable product model.

Failure patterns

Six ways a plausible BOM becomes unsafe data.

A parts picture called a BOM

The output has labels and thumbnails but lacks stable component IDs, quantities, units, hierarchy or revision.

Better: Define the exact downstream contract and verify it against the receiving system.

Sales lines treated as factory lines

A commercial package such as “lighting kit” is assumed to contain every production component and operation.

Better: Map sales, engineering and manufacturing structures explicitly instead of assuming one universal level.

Quantities copied from the 3D scene

Visible objects are counted even though manufacturing uses different assemblies, consumables or yield logic.

Better: Derive BOM quantities from approved component rules; let 3D consume the same product state, not act as authority.

Text used as component identity

Renaming or translating “anthracite post” breaks an export, saved project or substitution.

Better: Use stable item and revision IDs; render audience-specific labels separately.

No effectivity policy

A component is replaced and old configurations silently explode into today's parts.

Better: Version structures and rules, then define preserve, review, migrate or regenerate behavior.

Export success without reconciliation

The configurator sent a payload, but nobody confirmed what the ERP or PLM created or rejected.

Better: Capture destination identity, acknowledgement, rejection details and a controlled retry path.

BOM generation FAQs

Detailed answers for buyers, product owners and operations teams.

Continue the architecture

Connect component output to the complete product system.

Product data model

Define stable product, component, configuration and revision identities before mapping outputs.

Product rules engine

Control component selection, derived quantities, substitutions, boundaries and review states.

Product pricing engine

Keep sales lines and price results connected to the same accepted configuration.

Configurator security and privacy

Protect configured orders, component data, operational files, service identities and production-system delivery.

3D asset pipeline

Keep visible modules, repeated components and generated dimensions traceable to the component identities used downstream.

Configurator testing and QA

Verify component identity, hierarchy, quantities, revisions, destination acknowledgement and recovery in one acceptance pack.

Configurator integrations

Deliver structured configuration and BOM data reliably to PLM, ERP and production systems.

Configure-to-order software

Connect the governed customer configuration to quote acceptance, configured order data and operational handoff.

Product configurator ERP integration

Map configured products, components, quantities, revisions and acknowledgements into an accepted ERP contract.

Product configurator PLM integration

Connect released engineering structures, variants, effectivity and revisions to configured BOM requests and controlled change.

Product configurator MES integration

Deliver accepted production orders, manufacturing BOMs, routings and instructions, then reconcile genealogy, quality and actuals.

Configure-to-order vs engineer-to-order

Separate rule-resolved configured BOMs from order-specific engineering changes, review and release.

Requirements checklist

Write BOM identity, hierarchy, units, revisions and acceptance cases into the vendor scope.

Maintenance and governance

Control component, rule, structure and destination changes after launch.

Bring one approved product and its real component structure.

We will map configuration fields, component-selection rules, quantities, revisions, destination ownership and acceptance examples for the exact output your workflow needs.

Review your BOM workflow