How to Describe Application Parameters for an Automation Ball Screw RFQ

Do not send only a model number for automation equipment

A ball screw in automation equipment may be used for positioning, transfer, inspection, dispensing, pressing, or adjustment. A single model number does not show the real duty, so the RFQ should describe load, speed, travel, and mounting method together.

Describe load and speed separately

Load should state horizontal or vertical direction, workpiece weight, slide weight, acceleration, and whether impact exists. Speed should state maximum speed, normal speed, and cycle time instead of only a theoretical top value.

Travel and mounting method affect diameter and lead

Travel, support span, fixed side, and support side structure affect critical speed, rigidity, and end machining. Mounting method can be horizontal, vertical, inclined, dual-rail supported, one-end driven, or both-end supported, and should be stated in the inquiry.

Accuracy and life expectation set the cost boundary

Accuracy should not simply mean the highest possible grade. State positioning accuracy, repeatability, backlash, or preload. Life expectation can be described by daily working hours, cycle count, yearly output, or maintenance interval.

Quantity and project stage change the quotation route

Prototype, pilot run, and batch purchase have different quantity, lead time, and packing needs. The RFQ should state first batch quantity, later monthly quantity, spare parts, inspection report, labels, and shipment photos if required.

Automation equipment RFQ checklist

Equipment use: positioning, transfer, inspection, dispensing, pressing, or adjustment.
Load, speed, travel, cycle time, mounting method, and support span.
Accuracy, repeatability, backlash or preload, life expectation, and maintenance interval.
Quantity, prototype or batch stage, lead time, packing, drawing, old part photos, or application sketch.

Typical buyer situations

This topic usually appears in distributor stocking, repair replacement, machine retrofit, automation projects, and drawing-based purchasing. If a buyer sends only one model number, the supplier cannot judge the real use, packing risk, or whether machining upgrades are needed.

Details to confirm before quotation

To reduce repeated questions, the RFQ should cover product specification, use case, and delivery expectations together. The following points can be copied into the RFQ form or email.

Purchase purpose: distributor stock, repair replacement, machine project, or sample testing.
Specification: diameter, lead, overall length, thread length, nut type, and quantity.
Machining: cut-to-length, end machining, and whether BK/BF, FK/FF, EK/EF, or other supports must be matched.
Delivery: target quantity, expected lead time, packing, labels, shipping method, and whether shipment photos are required.

Common mistakes

A common mistake is asking only for unit price without application, quantity, or packing details. Another is sending photos without dimensions. This turns quotation into guesswork and can create errors in end machining, nut matching, or long-part shipping.

Next step

If the specification is clear, submit an RFQ directly. If the model or accuracy grade is still uncertain, describe the machine use and old part details so the supplier can recommend a standard part, bar stock, cut-to-length, or end machining route.