| Part Function | Describe the mechanical, structural, thermal, electrical, or cosmetic purpose of the part. | State the load, motion, temperature, electrical conductivity, sealing, or appearance requirements that the finished part must meet. | Function determines the alloy, temper, machining process, inspection method, and surface treatment. | Critical |
| Aluminum Alloy | Select the alloy family and temper according to strength, corrosion resistance, machinability, and appearance needs. | Common choices include 6061-T6 for general structural parts, 7075-T6 for high strength, and 6063-T5 or 6063-T6 for appearance-focused extruded sections. Confirm the required material certificate. | Different alloys and tempers have substantially different strength, machinability, anodizing behavior, and corrosion performance. | Critical |
| Raw Material Form | Specify whether the part will be machined from plate, bar, billet, extrusion, tube, or casting. | Define the starting dimensions, grain direction where relevant, material condition, and allowable stock-removal amount. | Material form affects dimensional stability, material utilization, cycle time, and the risk of distortion. | High |
| Part Size and Weight | Provide the maximum length, width, height, wall thickness, deep-pocket depth, and finished weight. | Include a 3D CAD model, 2D drawing, envelope dimensions, and any machine-access limitations. Identify thin walls and fragile features. | These details determine whether the supplier has suitable machine travel, workholding, tooling, and handling capacity. | Critical |
| Dimensional Tolerance | Separate general tolerances from critical feature tolerances. | Use drawing-defined tolerances for critical features. For reference, ISO 2768-m is a general tolerance designation often used when individual tolerances are not specified; it should not replace requirements for precision features. | Unnecessarily tight tolerances increase machining time, inspection cost, scrap risk, and price. | Critical |
| Geometric Tolerance | Define flatness, parallelism, perpendicularity, concentricity, position, runout, and profile requirements where needed. | Use GD&T datums and feature-control frames on the drawing. Specify the measurement reference and inspection method. | Size tolerances alone cannot control alignment, functional fit, or assembly relationships. | High |
| Surface Roughness | Identify functional and cosmetic surfaces separately. | Specify Ra values by surface where applicable, such as Ra 3.2 µm for many general machined surfaces or a lower value for sealing, sliding, or optical-contact areas. Confirm the measurement direction and method. | Surface finish affects friction, sealing, fatigue performance, coating appearance, and cleaning requirements. | High |
| Machining Process | Define the required process route, including 3-axis or 5-axis milling, turning, drilling, tapping, or secondary operations. | Identify complex features, multi-sided access, deep cavities, undercuts, internal threads, and the need for CNC turning-milling or fourth-axis work. | Process capability influences accuracy, lead time, tooling cost, burr control, and repeatability. | High |
| Threads and Holes | Specify thread standard, size, class, depth, hole tolerance, countersinks, counterbores, and chamfers. | State whether threads are cut or formed, define minimum full-thread depth, and identify whether plug-gauge or functional-gauge inspection is required. | Thread and hole requirements directly affect tool selection, inspection equipment, assembly performance, and rework risk. | High |
| Surface Treatment | Select anodizing, chemical conversion coating, powder coating, painting, polishing, or no coating. | Define coating type, color, thickness where applicable, masked areas, conductivity requirements, corrosion expectations, and cosmetic acceptance limits. | Surface treatment changes dimensions, appearance, corrosion behavior, electrical contact, and final cost. | High |
| Cosmetic Standard | Identify visible surfaces and acceptable defects. | Define limits for scratches, dents, tool marks, discoloration, pits, burrs, stains, and color variation. State viewing distance, lighting, and inspection duration. | A written cosmetic standard prevents subjective disputes during sample approval and mass production. | Medium |
| Burr and Edge Control | Specify deburring, edge-break, sharp-edge, and corner-radius requirements. | State a typical edge-break range, such as 0.2–0.5 mm where appropriate, or define exact values for handling, sealing, and assembly interfaces. | Burrs can cause injury, assembly interference, contamination, poor coating coverage, and premature wear. | High |
| Heat Treatment and Stability | Define whether the supplied material must retain a specified temper or receive stress relief after rough machining. | Require material and heat-treatment documentation when strength or dimensional stability is critical. Consider rough machining, stress relief, and finish machining for large or thin parts. | Residual stress can cause warpage, while an incorrect temper can reduce mechanical performance. | High |
| Inspection Plan | Decide which characteristics require 100% inspection, sampling inspection, or first-article approval. | Define calibrated equipment, inspection frequency, sampling level, measurement reports, and whether a coordinate-measuring machine is required. | A clear inspection plan makes supplier results comparable and reduces disagreements over measurement conditions. | Critical |
| Traceability | Determine how material, process batches, inspection results, and shipments will be identified. | Require lot or heat-number traceability, material certificates, revision-controlled drawings, inspection records, and part identification where needed. | Traceability supports root-cause analysis, regulatory compliance, warranty management, and controlled replenishment. | High |
| Prototype Quantity | State whether the order is for a single prototype, a small batch, pilot production, or recurring volume. | Provide annual demand, batch size, forecast accuracy, engineering-change frequency, and expected ramp-up timing. | Low-volume work may favor flexible machining, while recurring production may require dedicated fixtures, process control, and capacity planning. | High |
| Lead Time | Define required dates for quotation, design review, prototype, first article, production, and delivery. | Separate manufacturing time from material procurement, surface treatment, inspection, packaging, and transportation time. | A detailed schedule exposes hidden delays and helps compare supplier commitments on an equivalent basis. | High |
| Packaging and Logistics | Specify individual wrapping, separators, corrosion protection, labeling, carton limits, and delivery terms. | Protect machined and coated surfaces from impact, abrasion, moisture, contamination, and mixing of different revisions or lots. | Correct packaging prevents damage after inspection and maintains part identification throughout transportation and storage. | Medium |
| Compliance and Documentation | Identify required quality-system, environmental, export, safety, or industry documentation. | List required records such as certificates of conformity, material certificates, inspection reports, coating certificates, and nonconformance reports. | Documentation requirements should be confirmed before production because missing records may delay acceptance or shipment. | High |
| Cost Structure | Request a quotation that separates material, programming, tooling, fixtures, machining, finishing, inspection, packaging, and freight. | Compare unit price at the same quantity, tolerance, surface treatment, inspection level, Incoterm, and payment condition. | The lowest unit price may not represent the lowest total cost if tooling, rejects, delays, or additional inspection are excluded. | High |