01
Part definition and revision
Send the available 2D drawing, 3D model, sample, photo, or functional description. Identify the part number, current revision, units, and which file governs if information conflicts.
Part number · revision · units · governing file
02
Material and supply condition
State the material, alloy or grade, applicable standard, temper, hardness, or supply condition. Indicate whether an equivalent alternative may be reviewed or the specification is mandatory.
Material · standard · condition · equivalence rules
03
Quantity and demand profile
Separate prototype or validation quantity, initial batch, and recurring demand. When possible, include monthly or annual usage so the process can be reviewed in the right production context.
Prototype · initial batch · recurring demand
04
Critical features and tolerances
Highlight functional dimensions, fits, threads, datums, geometric tolerances, surface finish, and features requiring specific control. Distinguish critical requirements from reference dimensions.
Tolerances · GD&T · threads · fits · surface finish
05
Treatments, finishing, and identification
Specify heat treatment, coating, plating, anodizing, surface protection, color, marking, and areas that must remain finish-free. Include the applicable standard or class when available.
Treatment · coating · marking · protected areas
06
Inspection, traceability, and documents
State the features to inspect, sampling plan, and required documents. Dimensional reports, traceability, PPAP, FMEA, SPC, MSA, or a control plan should be requested when applicable to the supply.
Inspection · reports · traceability · customer documents
07
Application and functional risk
Explain the part function, assembly, operating environment, interfaces, and failure to avoid. This context helps identify manufacturability questions without replacing the customer's product validation.
Function · assembly · environment · interfaces · risk
08
Lead time, destination, and delivery condition
State the requested date, delivery location, partial-delivery needs, packaging, or special identification. Treat timing as a request until the technical and commercial review is complete.
Requested date · destination · schedule · packaging