How BOM Creator connects to SAP Business One
SOLIDWORKS partner add-in exporting to the ERP
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.
What data moves
| From | To | Data | When |
|---|---|---|---|
| SOLIDWORKS or SOLIDWORKS PDM | SAP Business One | New item codes, descriptions and properties | Engineer exports or releases a part |
| SOLIDWORKS or SOLIDWORKS PDM | SAP Business One | Multi-level BOM structure with quantities | Engineer exports an assembly |
| SOLIDWORKS PDM | SAP Business One | Drawing references or attachments linked to items | Release or export |
Setting it up
- 1Agree item numberingDecide whether CAD part numbers become Business One item codes or are mapped to separate ERP numbers. Settle this before the first export.
- 2Map custom properties to item fieldsMatch SOLIDWORKS properties such as description, material and revision to Business One item master fields or user-defined fields.
- 3Define item group and unit defaultsSet which item group, UoM, warehouse and procurement method new items receive, so exports do not need manual completion.
- 4Decide the BOM typeChoose whether exported structures become production BOMs, sales BOMs or assembly BOMs, and how phantom assemblies are treated.
- 5Test on a copy of the databaseExport a simple assembly and a deep one, and review the resulting items and product trees.
- 6Set a change processDefine how engineering changes and revisions flow: re-export, update in place, or create new item versions.
What usually breaks
- !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- !Revision handling is easy to get wrong, leaving production orders built on an outdated BOM.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.
A private AI layer across both systems
BOM comparison between CAD and ERP
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
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
Ask which open production and purchase orders use an assembly that is about to change, and get the list from live Business One data.
Try it here, free
SAP Business One BOM Cost Rollup Worksheet
An editable component cost worksheet with scrap allowance that rolls up material cost per finished unit, for checking a Business One BOM before loading it.
When something else fits better
- 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.
Frequently asked questions
Does BOM Creator work with SOLIDWORKS PDM?
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?
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?
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?
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.
Pairing documented at www.solidworks.com/partner-product/bom-creator . BOM Creator is a product of Servtronica; Netray is independent and not affiliated with either vendor.