# SOLIDWORKS to SAP Business One with BOM Creator: items, BOMs and drawings

> Source: https://netray.co/stack/servtronica-bom-creator-solidworks-sap-business-one
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Stack

## Short answer

BOM Creator by Servtronica is a SOLIDWORKS partner add-in that exports item codes and bills of materials from SOLIDWORKS, and SOLIDWORKS PDM, into SAP Business One. It removes manual BOM entry for engineering-driven manufacturers. The outcome depends on aligned item numbering and a clear rule for who owns the BOM after release.

## Erp

SAP Business One

## Erp Key

sap-b1

## On Prem

true

## Product

BOM Creator

## Vendor

Servtronica

## Category

PLM and CAD integration

## Integration

**Method:** SOLIDWORKS partner add-in exporting to the ERP

**Detail:** The SOLIDWORKS partner listing describes an add-in that sends item codes and BOMs to the ERP, with drawings and PDM items also supported. On the Business One side this creates item master records and product trees (the Bill of Materials object). Confirm with Servtronica which Business One interface the add-in uses and how item updates are handled when a part already exists.

## Data Flows

**From:** SOLIDWORKS or SOLIDWORKS PDM

**To:** SAP Business One

**Data:** New item codes, descriptions and properties

**Trigger:** Engineer exports or releases a part

**From:** SOLIDWORKS or SOLIDWORKS PDM

**To:** SAP Business One

**Data:** Multi-level BOM structure with quantities

**Trigger:** Engineer exports an assembly

**From:** SOLIDWORKS PDM

**To:** SAP Business One

**Data:** Drawing references or attachments linked to items

**Trigger:** Release or export

## Setup

### Agree item numbering

**Detail:** Decide whether CAD part numbers become Business One item codes or are mapped to separate ERP numbers. Settle this before the first export.

### Map custom properties to item fields

**Detail:** Match SOLIDWORKS properties such as description, material and revision to Business One item master fields or user-defined fields.

### Define item group and unit defaults

**Detail:** Set which item group, UoM, warehouse and procurement method new items receive, so exports do not need manual completion.

### Decide the BOM type

**Detail:** Choose whether exported structures become production BOMs, sales BOMs or assembly BOMs, and how phantom assemblies are treated.

### Test on a copy of the database

**Detail:** Export a simple assembly and a deep one, and review the resulting items and product trees.

### Set a change process

**Detail:** Define how engineering changes and revisions flow: re-export, update in place, or create new item versions.

## Pitfalls

- Duplicate items appear when CAD part numbers differ slightly from existing Business One codes, such as case or dash differences.
- Re-exporting a changed assembly can overwrite manually edited product trees if the update rule is not understood.
- Standard purchased parts without CAD models need a separate route, or the BOM stays incomplete.
- Revision handling is easy to get wrong, leaving production orders built on an outdated BOM.
- Quantities and units from CAD, for example length in millimeters, can conflict with the Business One unit of measure.

## Ai Layer

### BOM comparison between CAD and ERP

**Description:** A private assistant can compare the exported SOLIDWORKS structure to the Business One product tree and list missing components, quantity differences and obsolete items for engineering to review.

### Duplicate and near-duplicate item detection

**Description:** It finds items in the ERP that look like the same part under different codes and proposes merge or mapping rules, with human sign-off.

### Engineering change impact questions

**Description:** Ask which open production and purchase orders use an assembly that is about to change, and get the list from live Business One data.

## Alternatives

- SOLIDWORKS PDM or another PLM as the BOM master with a scheduled integration may suit teams with strict revision control.
- Business One's native product tree entry with CSV or data import is enough for companies with few new BOMs.
- Other CAD-to-ERP connectors exist, so compare how they handle revisions and multi-level BOMs against your needs.

## Faq

### Does BOM Creator work with SOLIDWORKS PDM?

**Answer:** The SOLIDWORKS partner listing says it handles items and BOMs from SOLIDWORKS and SOLIDWORKS PDM. Verify the supported PDM editions and versions with Servtronica, because PDM setups differ widely between customers.

### Does it create items as well as bills of materials?

**Answer:** Yes, the vendor describes pushing item codes along with BOMs. You still need to decide default item group, unit and warehouse values so the new items are usable in Business One without manual edits.

### What happens when a design changes?

**Answer:** That depends on the update rules you configure and your revision process. Test re-export on an assembly with manual changes in Business One before relying on it in production.

### Can AI help with engineering-to-ERP data?

**Answer:** A private assistant on your servers can compare CAD exports with Business One BOMs and flag differences. It proposes corrections only, and an engineer approves any change to item or BOM data.

## Source

https://www.solidworks.com/partner-product/bom-creator

## Search terms

solidworks bom sap business one, solidworks pdm sap business one, bom creator servtronica, cad to sap business one, business one product tree import, solidworks erp integration business one

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