| Material selection | Steel grade, specified condition, chemistry, strength, hardenability, and suitability for the shaft’s load and heat treatment. | Require exact compliance with the drawing and purchase specification; do not accept a “similar grade” without written approval. | Mill test certificate linked to the material batch, grade designation, heat number, and incoming inspection record. |
| Material traceability | Whether raw material, machining, heat treatment, and final inspection records can be traced to the finished lot. | Full lot-level traceability for safety- or function-critical parts, with retention periods agreed in the contract. | A sample traceability pack showing the route from finished-part identification back to the material certificate and process records. |
| Dimensional control | Inspection of critical diameters, lengths, runout, concentricity, splines, keyways, threads, and datum relationships. | Agree measurement methods and sampling in the control plan; require capability evidence for designated critical features where appropriate. | First-article inspection report, calibrated-gauge list, measurement-system records, and capability study for specified features. |
| Testing and inspection | Hardness, case depth, metallography, crack detection, balance, and functional testing as required by the drawing and application. | Every test should have an agreed method, acceptance criteria, frequency, and responsible party; requirements are part-specific. | Recent sample reports, test-equipment calibration records, and details of qualified in-house or external laboratories. |
| Manufacturing capacity | Available machine hours, bottleneck operations, shift pattern, tooling, current utilization, and capacity reserved for the program. | Assess capacity against your forecast and peak demand rather than relying on a headline annual-capacity figure. | Process flow, equipment list, capacity calculation by operation, and a documented ramp-up plan. |
| Delivery performance | Quoted lead time, schedule adherence, shipment completeness, and recovery process for late or disrupted orders. | Define an on-time-in-full (OTIF) target in the supply agreement; for example, 95% may be used as an initial buyer-set target, not a market-wide benchmark. | Recent delivery records, the OTIF calculation method, lead-time assumptions, and escalation and contingency procedures. |
| Quality management | Certification scope, change control, nonconformance handling, corrective action, and subcontractor oversight. | Verify that the certificate is valid and its scope covers the relevant manufacturing site and processes; confirm any customer-specific requirements separately. | Current certificate and scope, audit summary, sample corrective-action report, and approved subcontractor list. |
| Commercial and logistics readiness | Packaging, corrosion protection, export documentation, shipping terms, minimum order quantity, and spare or replacement-part support. | Confirm requirements, responsibilities, and costs in the quotation and purchase agreement; align packaging with the transport route and storage conditions. | Packaging specification, sample export documents, agreed delivery terms, and a written response-time commitment for quality issues. |