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Job 01 · Spare parts quotes

// Machine builders · Spare parts

Spare parts quotes, found by serial number and priced from your lists.

For machine builders and equipment OEMs with a parts desk. One job, tested on requests your team already quoted. Each AI draft finds the machine by its serial number, reads the bill of materials it was built with, matches every item asked for to your part number and prices it from your lists. Your parts desk checks each line, and anything that needs an engineer goes to one.

Book a proof-of-concept call30 minutes with Rob
Past requests
20 to 30
Matched by
Serial number
System access
None

// The one job

A parts request comes in. A checked quote goes back.

A maintenance planner writes: serial 4127, two cam followers, the gripper fingers, and whichever seal kit fits the filler valves. Your parts coordinator opens that machine's records, works out which revision of each part it carries, checks stock and lead time, prices every line and sends the quote, often with a question for the plant.

In the proof of concept, AI works through copies of requests you already answered and drafts each quote in the order your desk builds one: machine identified, every item matched to your part number from that serial number's records, price and lead time from your lists. A line it couldn't settle goes to a person, with the reason.

Parts requestEmail with a nameplate photo
Serial number
Machine model
Plant stock no.
Photo of the part
ItemQtyTheir ref
Invented request, no customer's machine
Matched to that serial's
as-built BOM
Parts quoteFor your parts desk
Machine and serial
Revision built
Price list date
Lead time
Your part no.PriceSource
Invented quote, for illustration

// What the request leaves out

Why a parts quote starts with the machine

The nameplate comes first. NFPA 79, the electrical standard for industrial machinery, has the machine nameplate carry the supplier's name, the model or serial number, the supply ratings and the number of the electrical drawings or their index. Machines sold into Europe also carry a plate under Annex I of the Machinery Directive with the type, the serial number and the year of construction. So a plate photo usually settles which build and which schematic set a request means. A request that names only a model gets a question back for the serial number, never a guess between builds.

As-built is not as-designed. The engineering BOM says what a model should contain; the as-built record says what serial 4127 actually shipped with, after substitutions and running changes. SAP's documentation describes an as-built configuration as the structure of a serialized assembly that was produced, with later changes kept as an as-maintained configuration. Infor LN can show both the as-built and the as-maintained structure of a configuration, and IFS Cloud wants a shop order's tracked structure complete before the parent serial is received. Many builders have none of that, only a BOM export in the job folder. The draft uses whatever record you send, and a retrofit or field change written up in a service report outranks the build record.

Made parts and buyouts age differently. A part you make is quoted at the drawing revision that machine carries; a newer revision that won't fit the older build is a question for engineering. A purchased component follows its maker's lifecycle. Rockwell Automation, for one, sorts its products as Active, Active Mature, End of Life and Discontinued, and asks customers holding End of Life products to plan migrations and last-time buys. A controller or drive at the end of that road may need a replacement that changes wiring or the program, so the draft flags it for an engineer and never puts a substitute on the quote by itself.

Plants ask in their own numbers. A plant that bought through a project contractor may know your part only by its own material number. On oil and gas and other capital projects, the builder often fills in a SPIR, a spare parts list and interchangeability record, which the owner loads into its ERP as material master data. So a request can quote a line from your own SPIR, and the draft traces it back to your part number. Packaging lines add change parts, the star wheels, feed screws and guides made for one container, so a request for a new bottle size is engineering work, not a lookup.

Your reviewer. The owner names the person who knows your parts quoting best, often the aftermarket or parts manager. They hold each draft against the quote that went out: machine and serial, every part number and revision, the price list used, lead times and each question raised. Include a request for an old machine, one where a field change mattered and one that asked for an obsolete component.

// What you send

What your parts desk pulls together

Copies only
Easy requests and hard ones
01

20 to 30 past requests and your quotes

The emails, photos and spreadsheets as they arrived, with the quote that went back. Put in an old machine, a field change and an item you couldn't supply.

02

The records for those serial numbers

As-built or job BOM exports and the service reports for any retrofit, from Infor LN, IFS Cloud, SAP, Epicor Kinetic or your own spreadsheets.

03

Price lists and lead times

Your parts price lists as dated on each request, the markup rules for buyouts, and the lead times your buyers quote from.

04

An NDA before any record moves

Signed first. No login to your ERP, your PDM vault, a parts webshop or any customer's portal, before the test or during it.

05

Look-alike requests, if records stay put

If a customer's machine records can't leave your building, we build look-alike requests and BOMs with you that keep the same old revisions and obsolete parts.

// Before it starts

Agreed before the first request is copied

The owner and your parts manager sign off on each of these before any record is shared.

Before the proof of conceptOwner decides
Your reviewer
Named by the owner, often the parts or aftermarket manager
Success criteria
In writing: lines that must match, and items that must go to engineering
Pricing
Only from your price lists and markup rules, dated to each request
Price
A range for live parts quoting, before any request is copied
Requests
Commercial machines picked by your reviewer, none for defense or aerospace

// How it's scored

Your parts quote, beside the draft

Request by request
your desk against the draft
Compared on the same requestsWhat your parts desk sentThe AI draft
Time from request received to draft ready for reviewFilled in from your requestsFilled in from your requests
Machine identified by serial number, model and build yearFilled in from your requestsFilled in from your requests
Each item matched to your part number at the revision that machine carriesFilled in from your requestsFilled in from your requests
Retrofits and field changes picked up from service recordsFilled in from your requestsFilled in from your requests
Price and lead time from the list in force on the dayFilled in from your requestsFilled in from your requests
Obsolete or changed items sent to engineering, with the reasonFilled in from your requestsFilled in from your requests
Questions back to the plant that your desk also askedFilled in from your requestsFilled in from your requests
Nothing scored yet. These cells fill only after drafts from your own past requests are checked.Your reviewer marks every row, and that call stands.

// After a yes

About 30 days on live requests

With a yes, each new parts request gets a draft quote as it arrives, for about 30 days.

Your parts desk checks, edits and sends every quote from your own system, and anything flagged for engineering still goes to engineering first. The scoring table keeps running, so the live month is judged the way the test was.

// Later, ranked

Where parts quoting could lead

Possibilities, not a plan
One job live before the next
  1. 01

    Recommended spare parts lists

    The spares list for each new machine drafted from its as-built BOM, in the layout the buyer's project asks for, for your parts manager to set quantities.

    Next
  2. 02

    Quotes from customer specs

    A URS or RFQ specification answered clause by clause against your base machines and options, for your applications engineer to price.

    Then
  3. 03

    Follow-ups on open parts quotes

    Quotes close to expiry, and machines whose wear parts haven't been reordered in a long while, listed for your parts desk to call on.

    After that

// One hard limit

It never decides whether a part is a safe replacement.

Whether a newer revision, a substitute component or a migration kit can go into that machine is your engineers' call. The proof of concept signs off on no design, safety rating, risk assessment or CE marking, and anything that touches guarding or safety circuits goes to engineering. Prices come only from your lists. Defense and aerospace machines, drawings and orders never come in, as on every manufacturing page.

Parts quoting is priced as its own job: a range before the test, and a fixed price before you sign.

The range turns on how many parts requests your desk answers in a month and how many machine models they cover.

// Questions

Spare parts questions from machine builders

Customers often send only a photo of the worn part. Can it work from that?
It reads what the photo shows, such as a part number stamped or labeled on the part. When the photo is all there is, the draft says what it could read and asks for the serial number. It never names a part from its shape alone.
Our older machines' BOMs are on paper or in a CAD system we retired. Does that work?
Yes, as scans or exports. Each draft line cites the page or file its part came from, and a line it can't read clearly goes to your reviewer instead of being filled in.
Will it quote a replacement for a discontinued component?
No. It flags the item, shows the maker's lifecycle status where your records hold it, and sends it to engineering. A replacement goes on the quote only after your engineer names it.
Do you need access to our ERP, PDM vault or parts webshop?
Not for the test, which runs on exports and copies, with each draft returned as a file. Whether live drafts later reach Infor LN, IFS Cloud, SAP or your webshop is settled after a yes.
Will it give a customer a price or a lead time?
Not during the test, when nothing reaches a customer at all. In the live month a person on your parts desk sends every quote from your own email or system.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on parts requests you already quoted.

A 30-minute call with Rob. The booking form asks for your company and role, the job you want tested and roughly how many parts requests come in each month. Keep BOMs and customer emails back until the NDA is signed.

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