Customer specification
A readable summary of selected product, dimensions, finishes and accessories.
Proves: What the customer chose—not necessarily every physical component.
BOM and production-output guide
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 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
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
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
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
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.
A readable summary of selected product, dimensions, finishes and accessories.
Proves: What the customer chose—not necessarily every physical component.
Commercial packages, configured items and quantities used for quotation or order review.
Proves: What is sold and priced at the agreed commercial level.
A structured product identity with characteristic values, quantities and revision context.
Proves: Which accepted variant or made-to-order state continues downstream.
The engineering product structure, assemblies, components, documents and approved revisions.
Proves: How the designed product is technically structured.
The plant- and process-ready component structure used to plan and execute manufacturing.
Proves: What the responsible production system has accepted for build use.
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
Not every destination needs every field, but every required field needs one meaning, owner and acceptance example.
BOM ID, type, revision, status, usage, destination and effective context.
Configuration ID and revision plus product-family and rule-model revision.
Parent assembly, item level, position, sequence and required child relationships.
Stable internal item ID, ERP or PLM code, description and lifecycle status.
Value, unit, basis quantity, conversion, precision, scrap or yield where required.
Cut length, area, angle, handing, orientation or another accepted variable-size field.
The product choice, dependency, formula or substitution that included the line.
Date, plant, market, serial, model or change context controlling which revision applies.
Drawing, specification, finish, installation note or quality evidence linked by stable reference.
Generated, reviewed, accepted, rejected, exported, acknowledged or superseded.
Source-of-truth design
Product configuration connects catalogue, engineering, commercial and production data. Assign authority per field and stage, then preserve identifiers and acknowledgements across each handoff.
Product, option and component identity, descriptions, lifecycle and market availability.
Does not prove manufacturing quantity or routing by itself.
Accepted characteristics, dependencies, exclusions, dimensions and derived product state.
Should not invent an unapproved production component.
Engineering structures, component revisions, drawings, change orders and technical release.
May not own the customer, quote or commercial package.
Material master, plant-specific MBOM, units, planning, work definitions and accepted order records.
Should receive stable configuration meaning rather than a free-text description.
Commercial lines, customer price, quote, approval and configured-order request.
A sales line is not automatically a production-ready BOM line.
Saved configuration, rule evaluation, agreed component mapping and delivery traceability.
Production authority remains where the implementation contract assigns it.
Structured handoff
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
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
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.
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.
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.
Renaming or translating “anthracite post” breaks an export, saved project or substitution.
Better: Use stable item and revision IDs; render audience-specific labels separately.
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.
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.
Primary references
These official references inform the terminology and acceptance questions in this guide. They do not imply that every Configurix project uses SAP or Oracle.
Official guidance for a configurable-material super BOM containing the components required across possible options, with selection conditions controlling variant parts.
Official description of variable and non-variable parts, selection conditions, procedures, class items and configurable subassemblies.
Official reference for sales-order-specific BOMs, multi-level explosion and controlled manual changes for complex made-to-order products.
Official reference distinguishing standard, model, option-class, planning and phantom structures and their component relationships.
Official guidance for multi-level structure components, reference dates, revisions, change control and configurator placeholders.
BOM generation FAQs
Continue the architecture
Define stable product, component, configuration and revision identities before mapping outputs.
Control component selection, derived quantities, substitutions, boundaries and review states.
Keep sales lines and price results connected to the same accepted configuration.
Protect configured orders, component data, operational files, service identities and production-system delivery.
Keep visible modules, repeated components and generated dimensions traceable to the component identities used downstream.
Verify component identity, hierarchy, quantities, revisions, destination acknowledgement and recovery in one acceptance pack.
Deliver structured configuration and BOM data reliably to PLM, ERP and production systems.
Connect the governed customer configuration to quote acceptance, configured order data and operational handoff.
Map configured products, components, quantities, revisions and acknowledgements into an accepted ERP contract.
Connect released engineering structures, variants, effectivity and revisions to configured BOM requests and controlled change.
Deliver accepted production orders, manufacturing BOMs, routings and instructions, then reconcile genealogy, quality and actuals.
Separate rule-resolved configured BOMs from order-specific engineering changes, review and release.
Write BOM identity, hierarchy, units, revisions and acceptance cases into the vendor scope.
Control component, rule, structure and destination changes after launch.
We will map configuration fields, component-selection rules, quantities, revisions, destination ownership and acceptance examples for the exact output your workflow needs.