| Material Specification | Confirm that the forged carbon-steel component is supplied to the specified edition of ASTM A105/A105M. | ASTM A105/A105M covers forged carbon-steel piping components for ambient- and higher-temperature service. It is a material specification; the valve design, dimensions, and testing requirements must also be defined separately. |
| Product Definition | Specify valve type, pressure class, end connections, dimensions, face-to-face requirements, and applicable design standard. | A “valve body” is not a complete technical specification. Requirements vary by valve type and design standard, so drawings and purchase documents should identify the intended configuration and service conditions. |
| Material Traceability | Request material test reports linked to the delivered parts by heat number or another agreed traceability method. | Review the reported chemical composition and mechanical test results against the purchase specification. Agree in advance how markings and records will remain linked after machining and packing. |
| Manufacturing Route | Clarify forging method, machining sequence, heat-treatment condition, and inspection stages. | Ask for the approved manufacturing plan and any required process records. Heat treatment and supplementary processing should follow the applicable material specification, design code, and purchase requirements. |
| Inspection and NDE | Define inspection scope, acceptance criteria, inspection hold points, and whether independent inspection is required. | Visual, dimensional, and nondestructive examinations should be specified according to the component design and service needs. Do not assume that a particular NDE method or acceptance level is included unless it is stated in the contract. |
| Pressure Testing | Identify the applicable valve test standard and specify test scope, pressure, duration, and acceptance criteria. | Pressure testing is generally addressed by the relevant valve standard and purchase specification, not by ASTM A105 alone. Clarify whether body-shell and closure testing are required and request documented results when applicable. |
| Quality Documentation | Agree on the required document package before order placement. | A typical package may include a material test report, dimensional inspection records, heat-treatment records where applicable, NDE reports when specified, pressure-test records for completed valves, and a certificate of conformity. |
| Supplier Qualification | Assess technical capability, quality controls, traceability systems, production capacity, and experience with the required product scope. | Review sample records, inspection procedures, nonconformance handling, and change-control practices. A quality-management certificate can support an assessment but does not replace product-specific verification. |
| Order and Lead Time | Obtain a written schedule covering drawing approval, production, inspection, documentation, and dispatch. | Lead time depends on design approval, order quantity, tooling or machining needs, material availability, inspection requirements, and shipping arrangements. Request milestone dates rather than relying only on a single estimated delivery date. |
| Export Packing | Specify preservation, end protection, moisture control, packing method, and shipping marks. | Machined surfaces and openings should be protected against corrosion, impact, and contamination during handling and transit. Packing should suit the transport mode and destination conditions. |
| Shipping Terms | State the agreed Incoterms® rule, named place, shipment mode, and responsibility for export clearance and freight. | The chosen term affects which party arranges transport, insurance, and customs formalities. Confirm the named place precisely and align the commercial invoice, packing list, and transport documents with the contract. |
| Customs and Import | Verify the product description, tariff classification, origin declaration, and destination-country import requirements. | Tariff classification and duties depend on the product’s design, function, materials, and importing jurisdiction. Confirm the appropriate classification with a qualified customs professional or the relevant authority before shipment. |
| Commercial Risk Control | Document specifications, approved drawings, inspection rights, warranty terms, remedies, and change-approval requirements. | Clear purchase documents help prevent disputes about material grade, dimensions, testing, delivery, and documentation. Any substitution or deviation should be reviewed and approved in writing before implementation. |