使用指南 / User Guide · 16 采埃孚成本工程 / Cost Engineering 17 02 QAF 和 TAF...

使用指南 / User Guide报价分析表（QAF）V3.0 模具分析表（TAF）V3.0 /for the Quotation Analysis Form (QAF) V3.0 and Tooling Analysis Form (TAF) V3.0

3

目录 / Content

工作好伙伴Working together as partners

06 QAF和TAF 是采埃孚和供应商的高效工具07 Benefit of QAF and TAF

08 QAF结构09 Structure of the QAF

10 使用QAF11 Using the QAF

12 TAF结构和使用13 Structure and use of the TAF

采埃孚成本工程ZF Cost Engineering

18 采埃孚成本模型19 The ZF cost model

24 采埃孚的管理费用如何构成25 How ZF structures overhead

填写报价分析表Fill out the QAF

34 如何正确填写报价分析表35 How to correctly fill out the QAF

36 “Summary（汇总）”数据工作表38 Data sheet „Summary“

54 附加数据工作表55 Additional data sheets 56 “Material（物料）”数据工作表58 The „Material“ data sheet

72 “Manufacturing (生产）” 数据工作表74 The „Manufacturing“ data sheet

88 “SME_R&D（专用制具、研发）” 数据工作表 90 The „SME_R&D“ data sheet

如何正确填写TAFHow to correctly fill out the TAF 102 详细的结构描述和报价分析表中

各个数据工作表的使用103 Detailed description of structure and use

110 填写TAF需要哪些数据11 1 What you need to fill out in the TAF

0102

03 04

附录Annex

114 附录115 Annex

116 笔记117 Notes

05

54 工作好伙伴 / Working together as partnersQAF 和 TAF 使用指南 / User guide for QAF and TAF

01工作好伙伴

01Working together as partners


Benefits of QAF and TAF

QAF和TAF是采埃孚和供应商的高效工具

The key issue is cost transparency. In order for the ZF Group to work together with suppliers as partners, it is essential that the costs of purchased parts and the associated special manufacturing equipment (SME) should be presented transparently. The partner-ship depends on this information, because only by maintaining a very high degree of transparency is it possible for both sides to identify cost-driving factors and improve future structures. We make our decisions based on competitiveness, so we always take total coststhroughout the supply chain into account.

You may already be aware that ZF and itssuppliers collaborate on existing productsthrough interdisciplinary value analysis teams. This approach is intended to transform annual, one-off price negotiations into ongoing, open cost discussions. The aim of this approach is not to question supplier profits. Instead, it is all about identifying cost-driving factors for which both sides are responsible during product and process design so that cost-efficient solutions can be found. Our top priority is to work together to achieve an optimal cost level that benefits both parties.

When we choose suppliers for Early Supplier Involvement, it is important that we become familiar with and gain a precise understanding of the cost structures of both the suppliers and their entire supply chain. Only if there is a suit-able degree of cost transparency is it possible for us to assess which suppliers can achieve our target costs. For this, we need suppliers to be both willing and able to engage – as part of a team – in open discussions of existing andpotential cost structures, and to create newcost structures where appropriate. As for the ZF Group, we are prepared to further pool our

成本透明对公司而言意义重大，为了采埃孚集团与各大供应商更好地合作，使得采购件及其相关制具的成本透明是非常必要的。这些信息也决定了采埃孚与供应商的合作关系，因为只有保持成本高度透明，合作双方才能确认影响成本的因素有哪些，进而优化结构。成本的竞争力决定着公司的决策，所以我们将考虑供应链上的整体成本。

也许你已经了解到，采埃孚和供应商通过跨专业价值分析团队进行已有产品的合作。这种方式是为了将一年一度的价格谈判转化成持续进行的开放的成本协商，目的不在于质疑供应商的利润，而是确定在生产和流程设计中有哪些因素是由采埃孚和供应商双方决定且会影响成本的，从而找到节约成本的解决方案。我们的首要任务就是共同努力达到最佳成本水平，让双方都获益。

当我们为供应商早期介入而选择供应商时，熟悉并准确了解供应商以及他们整个供应链的成本结构尤为重要。只有成本结构达到一定的透明度，我们才有可能评估出哪家供应商能符合我们的成本目标要求。因此，我们需要供应商愿意且有能力像团队成员一样参与并和我们一起讨论已有的和可能产生的成本结构，对其进行适当修改，创造出新的适当的成本结构。

future requirements into families of parts, and make a long-term commitment to a single sup-plier for each family. We are ready to make such a commitment because it is also our intention to enable our suppliers to be highly profitable while maintaining global market cost levels.

The following forms are used to present thespecific cost components involved:

• Quotation Analysis Form (QAF) for purchased parts

• Tooling Analysis Form (TAF) for special manufacturing equipment

对于采埃孚集团来说，我们计划将今后的需求集中到不同的零件分类中，并且与各个零件分类的单一供应商建立长期、深度的合作关系。采埃孚已经为此做好了准备，因为这样做在保持采埃孚全球市场成本优势的同时还让我们的供应商获得较高收益，是一件双赢的好事。

下面的表格用来说明特定的成本因素，包括：

• 报价分析表(QAF) 用于采购件

• 模具分析表(TAF) 用于专用制具

What do we hope to achieve with these two forms?

Joint understanding of the costs involved The standardized, detailed breakdown allows us to analyze and evaluate quotations systematically and consistently.

Starting point The analysis of the entire production process provides useful starting points for optimizing the process and reducing waste.

Technical modifications The detailed depiction of cost structures means that there is a trans-parent cost audit trail in the event that technical modifications are made in the future.

我们希望这两张表格能够起到怎样的作用？

共同了解所涉及的费用，准确评估报价标准化的、详细列出的明细表帮助我们系统化、一贯地分析和评估供应商报价。

生产成本优化的出发点对整个生产过程的分析为我们提供了优化生产流程和减少浪费的着手点。

更容易对技术调整进行评估成本结构的详细列表意味着将来进行技术调整的时候在成本方面有很透明清晰的条理可寻。

对于QAF中汇总的采购件说明 The specifications for purchased parts are summarized in the QAF

信息工作表1（Cost_model_ZF）在QAF中采埃孚集团计算成本的逻辑。

数据工作表1（Summary）这是信息总览表格，在上面要填写公司名称、联系信息和生产班次。当数据工作表2-4都填写好以后，数据工作表1也可以用来确定你的管理费用百分比和利润预期。

数据工作表2（Material）所有原材料、外购件和外协件的细节都在这张表上。对于外购零件和外购件，还需从下级供应商处获得相对应的下一级报价分析表。采埃孚与您相关的联系人会与您明确这些要求的细节。

Information sheet 1 (Cost_model_ZF)The logic used by ZF Friedrichshafen AG to calculate overhead for the QAF

Data sheet 1 (Summary)The introductory form, in which you provide details of your company, points of contact and shift models. Once you have filled out data sheets 2 to 4, you can also use this sheet tospecify your overhead percentages and profit expectations.

Data sheet 2 (Material)Details of all raw materials, purchased parts and external processing. For purchased parts and external processing, corresponding sub-QAFs must be collected from the relevantsubcontractors. Details of these requirements should be clarified with your contact at ZF.

数据工作表3（Manufacturing）公司内部生产所包含的生产步骤细节。请提供价值链中每一个步骤的细节。请基于具体细节的程度来描述每一个生产步骤。

数据工作表4（SME_R&D）不同生产步骤所需的专用制具（SME）的所有细节。如果包括了价值超过50,000欧元的复杂的专用制具，您需要在报价中附上一张模具分析表（ T A F ）。在适当情况下，还需提供对应研发（R&D）部分的一次性费用和分摊成本的细节。

如果您对这部分流程有任何疑问，请咨询采埃孚相关联系人，获得更多帮助

Data sheet 3 (Manufacturing)Details of the production steps involved in in-house manufacturing. Please provide details of every step in the value chain. Please describe each production step to the level of detail specified.

Data sheet 4 (SME_R&D)Details of any special manufacturing equip-ment (SME) required for the various produc-tion steps. If this involves complex special ma-nufacturing equipment with a value exceeding50,000 euros, you should append a Tooling Analysis Form (TAF) to your quotation. Where appropriate, please also provide details of one-time expenses and costs allocated to research and development (R&D).

If you have any questions, please ask yourcontact at ZF for further assistance.

报价分析表（QAF）结构

Structure of QAF


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How to fill out the Quotation Analysis Form (QAF)

如何填写报价分析表（QAF）

Before filling out the QAF, please read right through this User Guide. Then, in the“Summary” data sheet, plea-se complete the “Supplier de-tails” section and “Part data and calculation assumptions” section in full.

在填写QAF之前，请认真阅读本使用指南。然后，在“汇总”数据工作表中，将“供应商信息”和“零件数据和计算条件”栏填写完整。

Once you have filled out the other data sheets, please return to the “Summary” datasheet and use appropriate parameters to complete all sections from the “Cost of production” section onward.

Costs can only be depicted transparently if the QAF is completed in full. Supplier quotations without a QAF or with an incomplete QAF will not be taken into conside-ration during the contract award process.

So please ensure that you return your fully completed QAF in the form of an Excel file to your official contact at ZF.

填写好其他数据工作表之后，请回到“汇总”数据工作表，并使用适当参数填写完成从“生产成本”一栏开始的所有栏目。

只有QAF完整填写好后，我们才能清晰透明地了解成本情况。供应商报价时没有提供QAF或者没有完整填写QAF将不具有竞标资格。因此请务必确认您向采埃孚的官方联系人提交了完整的 QAF，文件格式为Excel表格。

Using the QAF报价分析表（QAF）使用方法

„ The quotation price specified in the QAF should match the pricethat appearsin your official quotation.“

„QAF中列出的报价应该与您的官方报价中的价格相一致。“

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TAF由数据工作表中下列五个栏目组成：

The TAF consists of a data sheet subdivided into five sections:

模具分析表（TAF）结构及使用

Structure and use of the TAF

通用数据

工具数据

原材料成本

制造成本

附加费用和收入明细

General data

Tool data

Material costs

Manufacturing costs

Surcharges and breakdown of income



Before filling out the TAF, please read carefully right through this User Guide. Then complete each of the five sections of the TAF in full.

在填写TAF之前，请认真阅读本使用指南。然后完整填写TAF中的五大栏目。

The quotation price specified in the TAF must correspond to the price that appears inyour official quotation.

Supplier quotations without a TAF or with an incomplete TAF will not be taken into consideration during the contract award process. So please ensure that you return your fully completed TAF in the form of an Excel file to your official contact at ZF.

If you have any questions about this part of the process, please ask your contact at ZFfor further assistance.

TAF中列出的报价必须与您的官方报价中的价格相一致。

供应商报价时如果没有提供TAF或者没有完整填写TAF将不具有竞标资格。因此请务必确认您向采埃孚的官方联系人提交了完整的TAF，文件格式为Excel表格。

如果您对这部分流程有任何疑问，请咨询采埃孚相关联系人，获得更多帮助。

„ All five sections mustbe completed in full,in order to ensure thatcosts are presentedtransparently.“

„您需要完整填写这五部分的内容，以保证成本的透明度。“

16 17采埃孚成本工程 / Cost EngineeringQAF 和 TAF 使用指南/ User guide for QAF and TAF

02采埃孚成本工程

02ZF Cost Engineering

左图是采埃孚成本模型

的结构示意图，采埃孚

成本模型是采埃孚成本

工程的立足点之一。

左图中的每个项目都将

在接下来的几页中进行

详细解释。

This illustration is a schematic repre-

sentation of the way the ZF cost model

is structured as part of the company’s

Cost Engineering initiative.

The individual items are explained on

the following pages.

原材料成本

制造成本

=生产成本

管理费用

=产品销售成本

利润

=不包含分摊成本的现金售价

付款条件

=不包含分摊成本的净出厂售价（包含付款条件影响）

交货条件

=不包含分摊成本的净售价

分摊成本

=净销售价格包含分摊成本

Material cost

Manufacturing cost

= Cost of production

Overhead

= Cost of goods sold

Profit

= Cash sales price excl. allocated costs

Payment conditions

= Net sales price ex factory excl. allocated costs

Delivery conditions

= Net sales price excl. allocated costs

Allocated costs

= Net sales price incl. allocated costs

专用制具

研发

=一次性费用

Special manufacturing equipment

Research and development

= One-time expenses

18 19采埃孚成本工程 / Cost EngineeringQAF 和 TAF 使用指南 / User guide for QAF and TAF

More than the sum of its parts. The ZF cost model is composed of the following overhead calculation components.

不仅仅是简单相加。采埃孚成本模型由以下管理费用合计而成

Material costsBoth the cost of scrap material and materialoverhead are calculated as a percentage over-head of the direct material cost. Packagingand transportation costs plus customs dutyrepresent the supplier’s logistics costs for procuring the necessary materials.

Material costs= direct material cost+ cost of packaging+ transportation+ customs duty+ cost of scrap material+ material overhead

Manufacturing costsThe residual manufacturing overhead and costof scrap are calculated as a percentage over-head of the labor cost, machine cost andsetup cost.

Manufacturing costs= labor cost+ machine cost+ setup cost+ residual manufacturing overhead+ cost of manufacturing scrap+ tooling maintenance cost

原材料成本原材料报废成本和材料管理费用都被计入直接材料成本里管理费用所占百分比。包装和运输成本加上关税成本构成供应商采购必要材料的物流成本。

原材料成本=直接材料成本+打包成本+物流成本和关税成本+报废材料成本+材料管理费用

制造成本剩余制造管理费用和报废成本计入人力成本、设备成本和生产调试成本中管理费用所占百分比。

制造成本=人力成本+设备成本+生产调试成本+其余制造管理费用+生产报废成本+模具维护成本

The ZFCost Model

采埃孚成本模型

Cost of productionThe cost of production is com-posed of the material costs plus manufacturing costs.

Cost of production= material costs+ manufacturing costs

OverheadManufacturing costs are used as the basis for selling, gene-ral and administrative (SG&A)expenses. Internal value added thus serves as the assessment basis for covering SG&A costs.

Overhead= SG&A costs+ R&D overhead+ cost of risk+ other overhead

Other overheadYou can add another type of overhead under “Other over-head” if you need to.

生产成本生产成本由原材料成本加上制造成本构成。

生产成本=原材料成本+制造成本

管理成本制造成本销售，行政及一般开支（SG&A）的基础。内部价值要加上上述服务，作为评估经常性销售和管理费用的基础。

管理费用=销售，行政及一般开支+研发管理费用+风险成本+其他管理费用

其他管理费用如有需要，您可在“其他管理费用”中添加其他类型的管理费用。

2120 采埃孚成本工程 / Cost EngineeringQAF 和 TAF 使用指南 / User guide for QAF and TAF

产品销售成本产品销售成本由生产成本与管理费用组成。

产品销售成本=生产成本+管理费用

利润为了统计利润，要将以下不同的利润组成部分计入：1. 原材料利润2. 外购件利润3. 制造利润

利润=原材料利润+外购件利润+制造利润

不包含分摊成本的现金售价不包含分摊成本的现金售价就是产品销售成本加上利润。

现金销售价格减去分摊成本=产品销售成本+利润

Cost of goods soldCost of goods sold is composed of the cost ofproduction plus overhead.

Cost of goods sold= cost of production+ overhead

ProfitFor purposes of profit calculation, profit isdifferentiated into the following components:1. Profit on raw material2. Profit on purchased parts3. Profit on manufacturing

Profit= profit on raw material+ profit on purchased parts+ profit on manufacturing

Cash sales price excl. allocated costsThe cash sales price excluding allocated costsis composed of the cost of goods sold plusprofit.

Cash sales price excl. allocated costs= cost of goods sold+ profit

付款条件付款条件由付款方式加上折扣组成。

付款条件=付款方式+折扣

不包含分摊成本的净出厂销售价格不包含分摊成本的净出厂销售价格就是现金销售价格减去分摊成本再加上付款条件对于成本的影响。

净出厂销售价格减去分摊成本=现金销售价格减去分摊成本+付款条件

Payment conditionsPayment conditions are composed of theterms of payment plus the discount.

Payment conditions= terms of payment+ discount

Net sales price ex factoryexcl. allocated costsThe net sales price ex factory excluding allocated costs is composed of the cash sales price excluding allocated costs plus payment conditions.

Net sales price ex factoryexcl. allocated costs= cash sales price excl. allocated costs+ payment conditions


交货条件交货条件由物流成本和包装成本加上关税成本组成。

交货条件=物流成本+包装成本+关税成本

净销售价格不含分摊成本净销售价格不含分摊成本由净出厂销售价格不含分摊成本再加上交货条件对于成本的影响。

净销售价格不含分摊成本=净出厂销售价格不含分摊成本+交货条件

分摊成本分摊成本由一定比例的包括特种材料成本在内的研发成本再加上一定比例的后续模具成本组成。

分摊成本=研发成本含专门材料成本+后续模具成本

分摊到零件价格的成本应最大程度的透明化。您可在“SME_R&D”（专用制具/研发）数据工作表中的指定位置提供具体的费用明细。

Delivery conditionsDelivery conditions are composed of freightand packaging costs plus customs duty.

Delivery conditions= cost of freight+ cost of packaging+ customs duty

Net sales price excl. allocated costsThe net sales price excluding allocated costsis composed of the net sales price ex factoryexcluding allocated costs plus delivery condi-tions.

Net sales price excl. allocated costs= net sales price ex factory excl. allocated costs+ delivery conditions

Allocated costsAllocated costs are composed of the apportio-ned cost of R&D including specific materialcosts plus the apportioned follow-on toolingcosts.

Allocated costs= cost of R&D incl. specific material costs+ follow-on tooling costs

Costs allocated to the part price should bepresented as transparently as possible. Youcan provide a detailed breakdown of the allocated positions in the “SME_R&D” tab (Special manufacturing equipment/Research

按照规定，采埃孚会报销模具和工装的初始费用，因此，这些费用就不应归入分摊成本。后续模具成本通常分摊进零件价格中（压铸工具除外）。

净销售价格含分摊成本净销售价格含分摊成本由净销售价格不含分摊成本加上分摊成本组成。

净销售价格含分摊成本=净销售价格不含分摊成本+分摊成本

一次性费用一次性费用由专用制具成本加上研发成本组成。

一次性费用=专用制具成本+研发成本（R&D）

and development). As a rule, ZF reimburses the initial outlay for tools and equipment. Con-sequently these positions should not appear under allocated costs. Follow-on tooling costs are usually allocated to the part price (excep-tion: die-casting tools).

Net sales price incl. allocated costsThe net sales price including allocated costs iscomposed of the net sales price excludingallocated costs plus allocated costs.

Net sales price incl. allocated costs= net sales price excl. allocated costs+ allocated costs

One-time expensesOne-time expenses are composed of specialmanufacturing equipment plus the cost ofresearch and development.

One-time expenses= special manufacturing equipment+ research and development (R&D)

„ The net sales price including allocated costs should match the price that appears in your official quotation.“

„净销售价格含分摊成本应与您的官方报价中的价格相一致。.“

成本分类目录

材料管理成本

Type of cost Contents

Material overhead


采埃孚管理费用（所占百分比）是如何构成的

How ZF structures overhead (%)

• 采购

• 购买

• 进货

• 进货检验

• 物流部门

• 仓储（原材料和用品）

• 供应商审核

• 废物处理

• 库存，包括为与原材料和用品库存相关的资本所支付的利息

• …

• Purchasing

• Procurement

• Incoming goods

• Incoming goods inspection

• Logistics department

• Warehousing (raw materials and supplies)

• Supplier audit

• Waste disposal

• Inventory, including interest paid on capital tied up in stocks of raw materials and supplies

• ...

25

27

成本分类目录

其余制造管理费用


Residual manufacturing overhead


• 生产管理

• 车间管理、运营准备

• 装配和生产计划

• 内部物流

• 生产和组装所需的物流计划

• 仓储，包括为与成品与半成品相关的资本支付的利息

• 生产中的质量控制和管理

• 工艺持续改进

• 生产设备的相关工程工作

• 模具和设备规划

• 布局和材料流程规划

• 职业健康和安全

• 环境保护

• 内部消防措施

• 生产的成本控制

• 技术培训

• Production management

• Shopfloormanagement, operational preparations

• Assembly and production planning

• Internal transportation

• Logistics planning for production and assembly

• Warehousing, including interest paid on capital tied up in finished/unfinished goods

• Quality control and management in production

• Continuous improvement process

• Production equipment engineering

• Tooling and machine planning

• Layout and material flow planning

• Occupational health and safety

• Environmental protection

• In-house fire service

• Production controlling

• Technical training


成本分类目录

销售、行政及一般开支


Selling, general and administrative costs

• 高级管理层（例如：首席执行官、常务董事）

• 成本控制和企业财务

• 组织和沟通

• 人力资源

• 不动产/楼宇管理

• 保险部门

• 税务

• 法务部门

• 销售和分销（S&D）管理

• S&D规划、市场营销、市场调查

• S&D控制（分配给S&D的部分）

• 广告和促销

• 业务发展/销售

• 现场销售服务/客户服务

• 招标、规划、报价费用

• 订单处理

• ...

• Senior management (e.g. CEO, Managing Director)

• Controlling and corporate finance

• Organization and communication

• Human resources

• Real estate / building management

• Insurance department

• Taxes

• Legal department

• Sales & distribution (S&D) management

• S&D planning, marketing, market research

• S&D controlling (where assigned to S&D)

• Advertising and sales promotions

• Business development / Sales

• Field sales service / Customer service

• Tendering, planning, quotation costing

• Order processing

• ...


成本分类目录

风险成本

研发管理费用

利润


Cost of risk

R&D overhead

Profit

• 为顾客偿还和补偿时的质保成本和商誉成本

• 与应急措施相关的保险费用

• 应收账款风险

• 质保的风险

…

尚未包括在分摊成本内的费用：

• 初步开发成本、批量生产的开发成本、高新技术的开发成本和/或同步工程产品的开发成本

…

对企业绩效的贡献

• Warranty costs and goodwill from provisions and reim- bursements to customers

• Insurance costs associated with contingency policies

• Accounts receivable risk

• Guarantee and warranty risk

• … Where not already covered by allocated costs:

• Preliminary development costs, development cost of volume production and technology for highly innovative and/or simultaneous engineering products

• … Contribution to business performance

32 33填写报价分析表 / Fill out the QAFQAF 和 TAF 使用指南 / User guide for QAF and TAF

03填写报价分析表

03Fill out the QAF


The following pages provide a detailed description of the structure and use of the individual data sheets in the QAF.

接下来的几页将提供详细的结构描述和报价分析表中各个数据工作表的使用。

The “Summary” data sheet contains generalinformation subdivided into two sections: “Supplier details” and “Part data and calculati-on assumptions”. Furthermore, the “Summary” data sheet also illustrates the framework used for calculating overhead by ZF Friedrichshafen AG. All gray-colored fields in the data sheet must be completed in full. So please proceed as follows: first fill out the top section of the “Summary” sheet. This covers your supplier and part details, as well as the assumptions underlying your calculations. If you need assis-tance, you will find comments embedded inthe data entry field for each attribute. To call up a comment containing helpful information,simply hover your mouse over the data entry field for a given attribute.

“汇总”数据工作表包含的一般信息可以归结为两块：“供应商信息”和“零件数据和计算设定”。不仅如此，“汇总”数据工作表还列出了采埃孚集团统计管理费用使用的计算框架。工作表中所有灰色填充的格子必须完整填写。因此，请务必按照以下步骤填表：首先，填写“汇总”工作表上最上面的部分。这包括供应商和零件的细节信息，以及您计算所采用的设定。如果您需要帮助，请参考每个数据输入域中嵌入的注释信息，只需将鼠标悬停在您选定的数据输入域上，注释信息就会出现。

How to correctly fill out the QAF

如何正确填写报价分析表（QAF）

Information:You must fill out all of the fields colored gray in the data sheets.

信息:数据工作表中所有灰色格子都必须填写完整。

V2.015.09.17QAF_ZF_V2.0_CN.xlsx

©ZF Friedrichshafen AGQAF - Quotation Analysis Form

Summary

报价分析表 3

汇总所有蓝色标记的格子需要填写。报价必须按照报价要求进行。

供应商信息：

供应商公司名称：报价日期：报价变更：

联系人姓名：报价有效截止日期：上一级标价分析表名称：

联系人邮箱地址：报价单号码：上一级报价分析表零件号码：

联系人电话：采埃孚供应商号码：

零件信息和计算设定：

零件名称：国际贸易术语：生产时间（小时/班）：零件号码：交货周期[天数]：每生产日班次数：

版本号：付款方式[天数]/折扣[%]：每周生产天数：

零件生命周期[年]：货币/数量单位：年生产周数：

零件年采购量：对欧元汇率

交货批量：利率[%]：

材料成本产品制造成本：

直接材料成本：人力成本：外购件和外协件：设备成本：

包装和物流成本：生产调试成本：

关税成本：剩余制造管理费用：

材料管理费用：模具维护成本：

材料报废：制造报废：

材料成本总计：制造成本总计：

生产成本：

管理费用[%]：说明：计算基础：管理费用[QC]：

经常性销售和管理费用：研发：

风险成本：

其他管理费用：

产品销售成本：

利润[%]：说明：计算基础：利润 [QC]：原材料成本：

外购零件成本：

制造成本：

现金销售价格不含分摊成本：

报价货币价值：说明：付款条件[QC]：付款方式：

折扣：

净出厂销售价格不含分摊成本：

报价货币价值：说明：交货条件[QC]：物流成本：

包装成本（仅材料费）：

关税成本：

净销售价格不含分摊成本：

一次性费用/分摊成本：一次性费用：分配至单位价格[QC]：研发成本含材料费用：

新项目特定投资（仅供参考）：特种制造设备总价（仅供参考）：

特种制造设备（SME）：后续模具成本：

净价格含分摊成本：

备注：


“汇总”数据工作表示例

图 1：“汇总” 数据表

蓝色格子用于计算，

内容不能修改。

深蓝色格子显示总和，

它们用于再现管理成

本计算的各个步骤。

浅灰色格子是重要的数

据输入栏目，用于检查

数值的合理性。

报价分析表仅提供英

文或德文版本，在本

使用手册中显示中文

仅是为了解释而已。


Data sheet „Summary“

Figure 1: “Summary” data sheet

Fields colored blue

are for calculations, and

cannot be modified.

Fields colored dark blue

are for totals, and reproduce

the individual steps

in overhead calculations.

Fields colored light gray are

important data entry fields

that are required for checking

the plausibility of values.

Quotation Analysis Form is only

available in English or German and is

displayed in this User Guide in Chinese

only for explanation purposes.

Quotation Analysis Form 3

SummaryAll grey fields are mandatory. Blue fields are for calculations. Quotation based on terms as specified in the RfQ.

Supplier details:

Supplier: Quotation date: Quotation variant:Contact: Quotation valid till: Superordinate QAF name:Email: Quotation number: Superordinate QAF part number:Phone: ZF supplier number:

Part data and calculation assumptions:Designation: Incoterms: Production hours per shift:Part number: Delivery time [days]: Shifts per production day:Revision index: Terms of payment [days]/discount [%]: Production days per week:Product lifetime [years]: Quotation currency / quantity unit: Production weeks per year:Volume p.a.: Exchange rate to EUR:Delivery batch size: Interest rate [%]:

Material costs: Manufacturing costs:Direct material cost: Labor cost:Purchased parts and external processing: Machine cost:Packaging and carrier costs: Setup cost:Customs duty: Residual manufacturing overhead:Material overhead: Tooling maintenance cost:Material scrap: Manufacturing scrap:Total material cost: Total manufacturing cost:

Cost of production:

Overhead [%]: Explanation: Basis: Overhead [QC]:SG&A: R&D: Cost of risk: Other overhead: Cost of goods sold:

Profit [%]: Explanation: Basis: Profit [QC]:On raw material:On purchased parts:On manufacturing:Cash sales price excl. allocated costs:

Values in Quotation Currency: Explanation: Payment conditions [QC]:Terms of payment:Discount:Net sales price ex factory excl. allocated costs:

Values in Quotation Currency: Explanation: Delivery conditions [QC]:Cost of freight:Cost of packaging (material only):Customs duty:Net sales price excl. allocated costs:

One-time expenses / allocated costs: One-time expenses: Allocation to unit price [QC]:R&D cost incl. material:New project specific investment (for informational purposes only):Special manufacturing equipment total (for informational purposes only): Special manufacturing equipment (SME):Follow-up tooling cost:

Net price incl. allocated costs:

Remarks:

V2.0

14.02.2018

QAF_ZF_V2.91_Update_Arbeitsversion.xlsm

©ZF Friedrichshafen AG

QAF - Quotation Analysis Form

Summary

科目说明 Attributes Notes

供应商名称

联系人姓名

联系人邮件地址

联系人电话

报价日期

报价有效截止日期

报价单号码

采埃孚供应商号码

报价变更

上一级报价分析表描述

上一级报价分析表零件号码

Supplier

Contact

Email

Phone

Quotation date

Quotation valid till

Quotation number

ZF supplier number

Quotation variant

Superordinate QAFname

Superordinate QAFpart number

在此输入您的公司名称。

在此输入您的姓名。

在此输入您的电子邮箱地址。

在此输入您的电话号码。

在此输入您报价的日期，格式为日/月/年。

在此输入该报价有效的截止日期，格式为日/月/年。

在此输入您的报价单号码。

如果您已经是采埃孚集团的供应商，请在此填写您的采埃孚供应商号码。

请选择首次报价或者修改后的报价。

如果有上一级报价分析表，请在此填写上一级报价分析表的名称。

如果有上一级报价分析表零件号码，请在此填写零件号码。

Enter your company name here.

Enter your first and last names here.

Enter your email address here.

Enter your telephone number here.

Enter the date of your quotation here, in the format DD.MM.YYYY.

Enter the date until which your quotation is valid here, in the format DD.MM.YYYY.

Enter your quotation number here.

If you are already an active supplier of ZF Friedrichshafen AG,enter your ZF supplier number here.

Select either initial quotation orrevised quotation.

Enter the name of the superordina-te QAF here, if there is one.

Enter the part number of the superordinate QAF here, if there is one.

填写“汇总”数据工作表所需数据——第一部分 What you need to fill out in the “Summary” data sheet – part 1

供应商详细信息 Supplier details


43

Attributes Notes科目说明

Designation

Part number

Revision index

Product lifetime[year]

Volume p.a.

Delivery batch size

Incoterms

Delivery time [days]

Terms of payment [days] /discount [%]

Quotation currency /quantity unit

零件名称

零件号码

版本号

产品生命周期

零件年产量

交货批量

国际贸易术语

交货周期[天数]

付款方式[天数]/ 折扣 [%]

报价货币/数量单位

42

Enter the part designation here. The designation should be identi-cal to the one in the ZF request for quotation.

Enter the requested part number here.

If available, enter the revision index from the drawing here.

Enter the total lifetime of the product here, from start of volume production to final phase-out.

Enter the basic number of units covered by your quotation here. The unit volume should reflect steady-state output. So for the QAF, you should use the sustaina-ble target volume.

Enter the batch sizes you propose to deliver here.

Here you can select either FCA (Free Carrier) or DAP (Delivery At Place) and enter your incoterms.

Enter the planned delivery time for the requested part here.

Enter your terms of payment here.

Select the quotation currency and quantity unit that are relevant to your quotation.

在此输入零件名称。零件名称应该与采埃孚所需报价中的名称相一致。

在此输入所要求的零件号码。

如果有版本号，请在此填入版本号。

在此输入产品的生命周期时间，从开始量产到最后报废的时间。

在此输入报价中零件的基本单位产量。零件单位产量应与贵司稳定的生产量相符。在报价分析表中，目标产量要可持续。

在此输入您建议的交货批中零件数量。

选择是FCA（货交承运人）还是DAP（目的地交货），在此输入您的国际贸易术语。

在此输入所需零件的计划交货周期。

在此输入您的付款条件。

选择与您报价相对应的报价货币和数量单位。

Part data and calculation assumptions

零件信息和计算设定

填写报价分析表 / Fill out the QAFQAF 和 TAF 使用指南 / User guide for QAF and TAF

44

色统计格子中。第三步是填写所需零件各个成本结构相关的管理费用、预期利润和物流成本，填写完成后“汇总”工作表将成为含有您公司报价的成本结构一览表。

sheet. The third step is to enter your overhead charging structure, profit expectations and logistical costs for the requested part. This will turn the “Summary” data sheet into an over-view of your cost structures, complete with your quotation price for the requested part.

当您代表所在公司填好以上数据后，下一步就是填写“Material（原材料）”“Manufacturing （制造）”和“SM E _R&D（专用制具、研发）”工作表。后面三张表都填写完整后，这些表中的数据值会自动汇总到“汇总”数据工作表中的蓝

Once you have filled out the abovementionedparameters for your company, the next step is to fill out the “Material”, “Manufacturing” and “SME_R&D” data sheets. Once the latter have been completed in full, the values from these sheets will be automatically summarized in the blue calculation fields in the “Summary” data

45

What you need to fill out in the “Summary” data sheet – part 1填写“汇总”数据工作表所需数据——第一部分


对欧元汇率

利率[%]

生产时间（小时/班

每生产日班次数

每周生产天数

年生产周数

Exchange rate to EUR

Interest rate [%]

Production hoursper shift

Shifts per per production day

Production daysper week

Production weeksper year

在此输入报价货币对欧元（EUR）的汇率。

此处对应公司内部承受的平均利率。您可在备注中注明其他生产地点的额外利率。

在此填写您的公司每班次的生产小时数。

在此填写您的公司每个生产日的班次数量。

在此填写您的公司每周生产日天数。

在此填写工厂每年生产的周数。

Enter the quotation currency’s exchange rate with the euro (EUR) here.

This should correspond to the average interest rate chargedwithin the company. You can specify additional interest ratesfor other manufacturing locations in your remarks.

Enter the defined number of hours per shift at your company here.

Enter the number of shifts per pro-duction day at your company here.

Enter the number of production days worked by your company each week here.

Enter the number of production weeks per year here.

零件信息和计算设定 Part data and calculation assumptions


47


Material costs

Direct material costincluding purchased partsand external processingPackaging and carrier costsCustoms dutyMaterial overheadMaterial scrap

Manufacturing costs

Labor costMachine costSetup costResidual manufacturing overheadTooling maintenance costManufacturing scrap

Cost of production

原材料成本

直接材料成本包括外购件和外协件成本包装和物流成本关税成本材料管理费用材料报废

制造成本

人力成本设备成本生产调试成本其余制造管理费用模具维护成本制造报废

生产成本

46

Subtotal of attributes from the “Material” data sheet

Subtotal of attributes from the “Manufacturing” data sheet

Total = material costs + manufacturing costs

“Material（原材料）”数据工作表中各项费用的小计

“Manufacturing（制造）”数据工作表中各项费用的小计

总价=原材料成本+制造成本

47

Explanation of the cost of production in the “Summary” data sheet “汇总”数据工作表中生产成本的说明

The cost of production is com-posed of the material costs and manufacturing costs combined.

生产成本由原材料成本和制造成本组成。

„ Blue fields arecalculation ortransfer fields, andcannot be modified.Dark blue fields showthe totals for eachstep in the overheadcalculation.“

„浅蓝色格子会自动计算或者引用数值，里面的内容不可更改。深蓝色格子则会显示管理费用计算中每一项的总和。.“


48

填写“汇总”数据工作表所需数据——第二部分 What you need to fill out in the “Summary” data sheet – part 2


销售、行政及一般开支

研发

风险成本

其他管理费用

产品销售成本

SG&A

R&D

Cost of risk

Other overhead

Cost of goods sold

输入您的销售、行政及一般开支（SG&A）的百分比。SG&A是以制造费用为基础统计的。这部分费用将出现在“计算基础”一栏。成本模型规定在内部价值增加时应收取SG&A费用。如果您选择使用其他计算基础，请在“说明”一栏内解释您的理由。

在此输入您的研发管理费用的百分比。研发管理费用是以生产费用为基础统计的。如果您选择使用其他计算基础，请在“说明”一栏内解释您的理由。

在此输入您的风险成本的管理费用的百分比。风险成本是以生产费用为基础统计的。如果您选择使用其他计算基础，请在“说明”一栏内解释您的理由。

此处留给其他管理费用的填写。请根据需求在此处填写，并在 “说明”一栏内描述管理费用。其他管理费用的计算基础也是生产费用。

总计=生产成本+管理费用

Enter your percentage overhead for selling, general and adminis-trative (SG&A) costs here. SG&A overhead is based on manufactu-ring costs. This value is displayed in the “Basis” column. The cost model stipulates that SG&A over-head should be charged to internal value added. If you would prefer to use a different basis, please explain your rationale in the “Ex-planation” field.

Enter your percentage overhead for R&D here. R&D overhead is based on the cost of production.If you would prefer to use a dif-ferent basis, please explain your rationale in the “Explanation” field.

Enter your percentage overhead for cost of risk here. Cost of risk is based on the cost of production.If you would prefer to use a dif-ferent basis, please explain your rationale in the “Explanation” field.

Placeholder for other types of overhead. Please fill out this field as necessary, describing the over-head in the “Explanation” field. Once again, the cost of production should be used as the basis.

Calculated total = cost of production + overhead

管理费用 Overhead


5150


Profit on raw material

Profit on purchased parts

Profit on manufacturing

Cash sales price excl. allocated costs

Terms of payment

Discount

Net sales price ex factoryexcl. allocated costs

Cost of freight Cost of packaging (material only) Customs duty

Net sales price excl. allocated costs

原材料利润

外购件利润

制造利润

现金销售价格不包含分摊成本

付款方式

折扣

净出厂销售价格不含分摊成本

物流成本包装成本（仅材料费）关税成本

净销售价格含分摊成本

Enter the profit you are expecting to make on raw materials here.

Enter the profit you are expecting to make on purchased parts here.

Enter the profit you are expecting to make on manufacturing here. Manufacturing includes manufac-turing costs less manufacturing scrap cost.

Calculated total = cost of goods sold + profit

If relevant, you can enter your cost for the terms of payment here.

If relevant, you can enter your cost for the discount here. Calculated total = net sales price excl. allocated costs + terms of payment + discount

If relevant, enter your costs for freight, packaging and customs duty for the requested part here.These three positions are summa-rized in the “Delivery conditions” section.

Calculated total = net sales price ex factory excl.allocated costs + cost of freight + cost of packaging + customs duty

在此输入您预期的原材料利润。

在此输入您预期的外购件利润。

在此输入您预期的制造利润。制造包括制造成本减去制造报废成本。

总计=产品销售价格+利润

如有必要，您可在此填写付款方式的成本。

如有必要，您可在此填写折扣费用。总计=净销售价格不含分摊成本 +付款方式+折扣

此处每个格子显示的是一次性费用以及/ 或者根据您在“SME_R&D（专用制具、研发）”数据工作表中输入的分摊到单个（套）零件价格上的成本。

总计=净销售价格不含分摊成本+分摊成本

请注意：净销售价格含分摊成本必须与您报价中的价格相一致。

Profit

Payment conditions

Delivery conditions

利润

付款条件

交货条件


52 填写报价分析表 / Fill out the QAFQAF 和 TAF 使用指南 / User guide for QAF and TAF


研发成本含专门材料费用新项目相关投资专用制具总计专用制具（SME）后续模具成本

净销售价格含分摊成本

备注

R&D cost incl.specific material,New project-related investment,Special manufacturingequipment total,Special manufacturingequipment (SME),Follow-on tooling cost

Net sales priceincl. allocated costs

Remarks

此处每个格子显示的是一次性费用以及/ 或者根据您在“SME_R&D（专用制具、研发）”数据工作表中输入的分摊到单个（套）零件价格上的成本。

总计=净销售价格不含分摊成本+分摊成本

请注意：净销售价格含分摊成本必须与您报价中的价格相一致。

您可在此处添加与完成的报价分析表有关的任何备注信息。

The individual positions here are displayed as one-time expenses and/or costs allocated to the unit (part) price, according to the data you entered in the “SME_R&D” data sheet (in the tab marked “SME_R&D”).

Calculated total = net sales price excl. allocated costs+ allocated costs

Please note: the net sales price including allocated costs must correspond to the price in your official quotation.

You can enter any remarks concer-ning the completed QAF here.

分摊成本 Allocated costs

下面几页的内容将解释工作表的结构和内容。 The following pages describe the structure and contents of the data sheets.


The calculation logic for each of the data sheets is descri-bed in this User Guide.The following illustration shows the “Material” data sheet. It consists of a totalof 21 data entry fields, five calculation fields and one transfer field displaying data from the “Summary” data sheet.

下面的表格就是“Material（原材料）” 数据工作表。表格总共由21个数据输入格、5个自动计算格和1个显示“汇总”工作表数据的数据传输格组成。

Each of the data sheets has approximately 22 lines forentering relevant data. If you need more space for entering data, you can add extra lines by clicking on the “add a line” button.

The top section of each sheet is writeprotected and repro-duces part of the contents of the “Summary” data sheet.Please fill out the gray and dark gray fields below the top section of each data sheet.

每张工作表大约有22行用于填写数据。如果您需要更多空间填写数据，您可以点击“增加一行”来添加额外的内容行。

每张工作表最上方的部分不可自行编辑输入，只能由表格自动复制“汇总”数据工作表中的对应内容。每张数据表最上方栏目下面是浅灰色和深灰色填充的格子，这部分需要填写完整。在本使用指南中详细介绍了每张数据工作表的计算逻辑。

The “Material”, “Manufacturing” and “SME_R&D” data sheets are all structured in the same way, differing only in the information required.

“Material（原材料）”“Manufacturing（制造）”和“SME_R&D（专用制具、研发）”数据工作表的结构是一样的，只是不同的工作表所要求填写的数据不同。

Additionaldata sheets

附加数据工作表

„ Certain values in the“Material” data sheetmust be entered in thepurchasing currency[PC] or quotationcurrency [QC]. Thefields are labeledwith the appropriateabbreviation.“

„“Material （原材料）”数据表中的某些数值必须使用采购货币[PC]或报价货币[QC]。相关科目已经用适当的缩写标记。.“


表2：“Material（原材料）”数据工作表

57

“MATERIAL（原材料）”数据工作表示例

浅灰色格子是重要的数据输入域，

用于验证数值的正确性。

所有深灰色格子都与蓝色格子相链

接，参与数值计算过程。

所有浅蓝色格子都用于计算，

内容不可修改。

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Material

报价分析表原材料/外购零件/外协件请填写下表并提交给采埃孚联系人

报价日期：零件名称：供应商公司名称：

报价单号码：零件号码：联系人姓名：

报价变更：版本号：

件号零件名称零件号码采购类型供应商生产地点所在国家数量单位单位价格毛重/单位数量/总数

投料重量原始重量

净重该材料价格

采购货币报价货币汇率可偿还成本

直接材料成本

单位包装成本

单位物流成本单位关税成本

材料报废率

材料报废成本

材料管理费用率

材料管理费用

原材料成本

[PC] [PC] [PC] [QC] [QC] [QC] [QC] [QC] [QC] [%] [QC] [%] [QC] [QC]

需要更多数据行：请点击下方“增加一行”按钮

总计

原材料描述采购货币单位材料规格以报价货币为单位


Figure 2: “Material” data sheet

59

The „Material“ data sheet


important data entry fields that are

required for checking the plausibility

of values.

Fields colored dark gray are linked

to the blue fields, so are actively

involved in calculating values.

Fields colored blue are calculation

fields which cannot be modified.

Quotation Analysis FormRaw material / purchased parts / external processingPlease fill out and return to ZF contact

Quotation date: Designation: Supplier:

Quotation number: Part number: Contact:

Quotation variant: Revision index:

Pos. No. Designation Part number Procurement type Supplier Production siteProduction

countryQuantity unit

Price per quantity unit

Gross weight / quantity / amount

Deployed weight

Raw weight

Net weight

Price per position

Purchasing currency

Quotation currency

Exchange rate

Reimburse-ment

Direct material

cost

Packaging cost per

part

Transportation cost per quantity

unit

Customs duty per quantity

unit

Material scrap

Material scrap

Material overhead

Material overhead

Material cost

[PC] [PC] [PC] [QC] [QC] [QC] [QC] [QC] [QC] [%] [QC] [%] [QC] [QC]

Additional line: Please click the "add a line" button below

Total

Material description Units of measurement in purchasing currency Material specifications in quotation currency

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Material


计算区域解释 Calculation fields explained

该材料价格[PC]

=单位价格[PC] x 毛重/单位数量/数量

直接材料成本[QC]

=该材料价格[PC] x 汇率-可偿还[QC]

材料报废[QC]

=直接材料成本[QC] x (1/(1 – 材料报废率 [%]) – 1)

材料管理成本

=直接材料成本[QC] x 材料管理费用率 [%]

原材料成本[QC]

=直接材料成本[QC] +单位包装成本[QC] +单位物流成本[QC] +单位关税成本[QC] +材料报废[QC] +材料管理费用[QC]

Price per position [PC]

= price per quantity unit [PC] x gross weight / quantity / amount

Direct material cost [QC]

= price per position [PC] x exchange rate – reimbursement [QC]

Material scrap [QC]

= direct material cost [QC] x (1/(1 – scrap material [%]) – 1)

Material overhead [QC]

= direct material cost [QC] x material overhead [%]

Material costs [QC]

= direct material cost [QC] + packaging cost per quantity unit [QC] + transportation cost per quantity unit [QC] + customs duty per quantity unit [QC] + material scrap [QC] + material overhead [QC]

61


ZF’s breakdown of the “Material” data sheet采埃孚“Material(原材料)”数据工作表明细


Position number

Designation

Part number

Procurement type

Supplier

件号

零件名称

零件号码

购买类型

供应商公司名称

Position and numbering of the part. If the request forquotation consists of multiple components, you can usethe position number to indicate where each part shouldappear in the “Manufacturing” and “SME_R&D” data sheets.The “Material” sheet is used as the basis for this as follows: • “Material” sheet position number 1 = gear forging blank • “Manufacturing” sheet position number 1.1 = turning • “Manufacturing” sheet position number 1.2 = milling • “Manufacturing” sheet position number 1.3 = drilling

Designation of the part.

Enter the ZF part number for the part here – if available –, otherwise enter your own part number.

In-house production = material for use in manufacturing or assemblyPurchased = finished parts ordered from subcontractorsExternal processing = parts that you have had processed bysubcontractors (external manufac-turing step)Please note: If you select “Exter-nal processing”, you must also submit a sub-QAF.

Name of the part(s) supplier.

零件的件号和步骤号。如果报价需求包含多个部件，您可使用件号来表明此件在“Manufacturing（制造）”和“SME_R&D（专用制具、研发）”数据工作表中的位置或顺序。此“Material（原材料）”工作表被作为其他表单参照的基础使用，如下：•“Material（原材料）” 工作表单中件号1=齿轮锻坯•“Manufacturing（制造）” 工作表单中步骤号1.1=车削• “Manufacturing（制造）” 工作表单中步骤号1.2=铣削•“Manufacturing（制造）” 工作表单中步骤号1.3=钻孔

零件的名称

在此输入零件的采埃孚零件号码如有请输入，如没有请输入您自己的零件号码。

内部产品=制造或组装所使用的材料外购件=从下级供应商处购买的成品零件外协件=下级供应商参与加工（有外部制造环节）的零件请注意：如果您选择“外协件”，您必须同时提交下一级报价分析表。

零件供应商公司名称。

Material description材料描述



生产地点

生产国家

数量单位

单位价格 [PC]

毛重/单位数量/总数

投料重量

原始重量

Production site

Production country

Quantity unit

Price per quantity unit [PC]

Gross weight / quantity / amount

Deployed weight

Raw weight

零件是在哪个城市/区域生产或者加工的？

在此输入产品生产的国家。

下拉菜单：您可在此处选择合适的零件数量单位。

在此输入特定每个单位的价格，货币单位为采购货币。例如：2.475欧元/千克

制造一个零件所需材料毛重（包括切割消耗、毛刺、最终废料等）/所需材料的数量/所需材料单位的数量或总数。更多信息请参考第114页附录1。

生产一个单位（包括毛刺，不含切割消耗和最终废料）所需的材料重量。

生产一个零件（不包括切割消耗、毛边、最终废料等）所需的材料重量，并且是从供应商那里采购而来。

In which city / region is the part manufactured / processed?

Enter the country in which the part is produced here.

Drop-down menu: you can enter the appropriate quantity unit for the part here.

Enter the price for the specified quantity unit here, in the purcha-sing currency.For example: EUR 2.475 / kg

Weight of material required to manufacture a single part amount (including cutting waste, burr, end waste, etc.) / Quantity of material required/ Amount or number of units of material required.For additional information, see Annex 1 on page 115.

Weight of material required to manufacture a single blank(including burr, excluding cutting waste and end waste).

Weight of material required to manufacture a single finished part (excluding cutting waste, burr, endwaste, etc.) and is procured from the supplier.

材料描述

材料规格采用采购货币

Material description

Material specifications in purchasing currency

填写“Material（原材料）”数据工作表所需要的数据 What you need to fill out in the “Material” data sheet

采埃孚“Material(原材料)”数据工作表明细 ZF’s breakdown of the “Material” data sheet



Net weight

Price per position [PC]

Purchasing currency [PC]

Quotation currency [QC]

Exchange rate

Reimbursement [QC]

Direct material cost [QC]

净重量

该材料价格 [PC]

采购货币 [PC]

报价货币 [QC]

汇率

可偿还价值 [QC]

直接材料成本[QC]

Weight of material that is left over after the machining process and is delivered to ZF (weight of finished part).

Material price per position, ex subcontractor’s factory, inthe purchasing currency.Formula applied: price per quantity unitx gross weight /quantity / amount

Drop-down menu: select the ap-propriate purchasing currency.

Transfer field from the “Summary” data sheet.

Enter the purchasing currency’s rate of exchange with the quota-tion currency. For example: PC = USD; QC = EUR; USD to EUR exchange rate = 0.85Please note: if purchasing currency = quotation currency, you should enter the number “1” as the exchange rate.

Income made by selling or recycling material / scrap material.Enter the value in the quotation currency.

Direct material cost is calculated from the price per position in the purchasing currency multiplied by the exchange rate minus the reimbursement in the quotation currency.

在机加工后并发货到采埃孚时的材料重量（也就是一个成品零件的重量）。

该材料价格，不含下级供应商出厂价格，以采购货币为单位。应用公式：单位价格 x 毛重/ 单位数量/ 总量

下拉菜单：选择合适的采购货币种类。

引用“汇总”数据工作表中的值。

输入相对于采购货币的报价货币的汇率。比如：PC=美元； QC=欧元；美元对欧元的汇率=0.85请注意：如果采购货币=报价货币，您需要输入数字“1”为汇率。

销售或回收材料/报废材料获得的收入。在此输入可偿还价值，单位为报价货币。

直接材料成本是根据以采购货币为单位的单价乘以汇率再减去以报价货币为单位的可偿还价值得出的。

Material specifications in purchasing currency

Material specifications in quotation currency

材料规格采用采购货币

材料规格采用报价货币



Packaging cost per quantity unit [QC]

Transportation cost per part [QC]

Customs duty per quantity unit [QC]

Material scrap [%]

Material scrap [QC]

Material overhead [%]

Material overhead [QC]

Material costs [QC]

单位包装成本[QC]

单位运输成本[QC]

单位关税成本[QC]

材料报废率[%]

材料报废成本[QC]

材料管理费用率[%]

材料管理费用[QC]

原材料成本 [QC]

Cost of the packaging (in the quotation currency) per part or per quantity unit. The figure should include the subcontractor’s packa-ging costs.

Cost of transporting the part bet-ween the production and over- processing facilities, per part. The figure should include the sub-contractor’s transportation costs.

Customs duty levied on the part between the production and over-processing facilities, per quantity unit.

Percentage of scrap material pro-duced during the product manufacturing process. Cost of scrap material per part or per quantity unit.

Percentage of material overhead allocated to the material. Material overhead =direct material cost x material overhead in % Material costs= direct material cost+ cost of packaging+ cost of transportation+ customs duty+ material scrap+ material overhead

每个零件或者每个单位的包装成本（以报价货币为单位）。这个价格应该包括下级供应商的包装成本。

单位零件在生产地和生产后处理工厂之间的运输成本。这个价格应该包括下级供应商的物流成本。

单位零件在生产地和生产后处理工厂之间产生的关税成本。

在产品生产过程中材料报废所占的百分比。

单个零件或单位零件材料报废成本。

分摊到材料上的材料管理费用所占的百分比。材料管理费用=直接材料成本 x 材料管理费用率原材料成本= 直接材料成本+ 包装成本+ 物流成本+ 关税成本+ 材料报废+ 材料管理费用

材料规格采用报价货币 Material specifications in quotation currency

填写“Material（原材料）”数据工作表所需要的数据 What you need to fill out in the “Material” data sheet

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Manufacturing

报价分析表制造请填写下表并提交给采埃孚联系人




步骤号工艺名称零件号码生产地点生产国家每年生产小时

数节拍

每个节拍零件数

直接员工数量

人工费率每个零件人力成本

设备（厂家与型号）购买年份设备投资工序利用率

设备操作费率

单个零件设备成本

制造批量大小

调试时间单个零件调试成本

其余制造管理费用率

单个零件其余制造管理费用

每道工序材料报废率

报废成本单个零件模具维护成本

每个报价所含零件数量

制造成本

[小时] [秒] [QC/小时] [QC] [QC] [%] [QC/h] [QC] [分钟] [QC] [%] [QC] [%] [QC] [QC] [QC]


总计

通用数据节拍人力成本设备成本调试成本其他制造成本制造成本合计


表3：“Manufacturing（制造）”数据工作表

73

“MANUFACTURING（制造）”数据工作表示例








Figure 3: “Manufacturing” data sheet

75

The „Manufacturing“ data sheet


important data entry fields that are

required for checking the plausibility

of values.






Quotation Analysis FormManufacturingPlease fill out and return to ZF contact




Pos. No. Process designation Part numberManufacturing

locationManufacturing

countryProduction

hours per yearCycle time

Parts per cycle

Number of direct

employees

Labor hourly rate

Labor cost per part

Machine (make and model)

Acquistion year

Machine investment

Utilization ratio

Hourly rate of machine operation

Machine cost per

part

Manufactu-ring batch

size

Setup time

Setup cost per part

Residual manufactu-

ring overhead

Residual manufactu-

ring overhead per part

Scrap per process

stepScrap cost

Tooling maintenance cost per part

Amount per quotation

Manufacturing cost

[h] [s] [QC/h] [QC] [QC] [%] [QC/h] [QC] [min] [QC] [%] [QC] [%] [QC] [QC] [QC]


Total

General data Cycle time Labor cost Machine cost Setup cost Other manufacturing costs Total manufacturing cost

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Manufacturing

填写“Manufacturing（制造）”数据工作表所需要的数据 What you need to fill out in the “Manufacturing” data sheet


步骤号

工艺名称

零件号码

生产地点

生产国家

每年生产小时数

Position number

Process designation

Part number

Manufacturinglocation

Manufacturing country

Production hours per year [h]

零件的件号和步骤号。如果报价需求包含多个部件，您可使用相件号来表明此件在 “Manufactu-ring（制造）”与“SME_R&D（专用制具、研发）”数据工作表中出现的步骤。此“Material（原材料）”工作表被作为其他工作表参照的基础使用，如下：• “Material（原材料）” 工作表单中件号1=齿轮锻坯• “Manufacturing（制造）” 工作表单中步骤号1.1=车削• “Manufacturing（制造）” 工作表单中步骤号1.2=铣削• “Manufacturing（制造）” 工作表单中步骤号1.3=钻孔

所采用制造工艺的名称

输入与此位置相对应的零件号码

生产工艺所在城市

生产工艺所在国家

与该零件相关的特定生产工艺每年规划的生产小时数。生产小时数由每班次生产小时数 × 每生产日班次数 × 每周生产日天数 × 每年生产周数

Position and numbering of the part. If the request for quotation consists of multiple components, you can use the position number to indicate where each part shouldappear in the “Manufacturing” and “SME_R&D” data sheets. The “Material” sheet is used as the basis for this, as follows: • “Material” sheet position number 1 = gear forging blank • “Manufacturing” sheet position number 1.1 = turning • “Manufacturing” sheet position number 1.2 = milling• “Manufacturing” sheet position number 1.3 = drilling

Designation of the manufacturing process used.

Enter the number of the part for which the position is relevant here.

City in which the manufacturing process takes place.

Country in which the manufactu-ring process takes place.

Number of scheduled production hours per year for the specific production step relating to this part. Production hours are calculated from production hours per shift x number of shifts per production day x production days per week x production weeks per year.

通用数据 General data


77



Cycle time [s]

Parts per cycle

Number of directemployees

Labor hourlyrate [QC/h]

Labor cost per part [QC]

Machine (make and model)

Machine acquisition year

Machine investment [QC]

节拍

每个节拍零件数

直接员工数量

人工费率 [QC/h]

单个零件人力成本[QC]

设备（厂家与型号）

设备购买年份

设备投资[QC]

Cycle time per operation in se-conds (without taking account ofsetup times, contingency allowan-ces, disruptions, downtime etc.)

Number of parts processed per operation.

Number of employees directly assigned to production operationson that machine/system. Where employees operate multiple machines, they should be assigned on a pro rata basis (e.g. 1.5 direct employees).

Hourly wage of direct employees in the quotation currency, inclu-ding non-wage labor costs and taking account of the utilization ratio.

Cycle time per part multiplied by the number of direct employees and the labor hourly rate, dividedby the number of parts per cycle.

Designation and model of machi-ne or system used.For example: Liebherr LCS 300

Year in which the machine or sys-tem was acquired. e.g. 2008

Enter the acquisition cost of the machine here, including peripheral and setup costs (e.g. construc-tion, installation), in the quotation currency.

每道工序的节拍时间，以秒计算（不含调试时间、偶然调整、中断和设备故障等情况）

每道工序加工的零件数量

直接分配到某设备/系统上工序的员工数量。当员工操作多个设备时，将按比例分配计算（例如：1.5个直接员工）。

直接员工的时薪，以报价货币为单位，包括非工资人力成本和工序利用率的影响。

节拍中乘以直接人工的数量以及人工费率，再除以每个节拍产出的零件数。

输入使用的厂家名称以及设备或系统的型号。例如：Liebherr LCS 300

设备或者系统购买的年份。例如：2008

在此输入购买设备的成本，包括外围设备和调试成本（例如：施工、安装），以报价货币为单位。

Cycle time

Labor cost

Machine cost

节拍

人力成本

设备成本



利用率[%]

设备操作费率[QC/h]

单个零件设备成本[QC]

制造批量大小

调试时间[min]

Utilization ratio [%]

Hourly rate of machine operation [QC/h]

Machine cost per part [QC]

Manufacturing batch size

Setup time [min]

利用率是生产有效时间与生产安排时间的比率，这与班次有关。生产有效时间是根据班次的生产安排时间减去设备停机时间（技术原因）再减去与生产无效的任务时间。

设备（操作）费率=设备/系统每小时的成本以报价币种形式，这种费率要考虑利用率的影响。

设备成本就是节拍乘以设备费率除以每个节拍的零件数。

所需零件一个生产批次的数量

调试设备或者系统所需要的时间，单位是分钟。

The utilization ratio is the ratio of productive machine time to production time, according to the shift model. Productive machine time is production time according to the shift model minus machi-ne-related downtime (technical availability) minus non-productive tasks (such as cleaning, transpor-tation) and minus setup times.

Machine hourly rate = machine / system costs per hour in the quotation currency. Machine hourly rate already takes account of the utilization ratio.

Machine cost is equal to cycle time per part multiplied by the machine hourly rate divided by the number of parts per cycle.

Quantity of the requested part manufactured in a single batch. Time required to set up the machine or system, in minutes.

设备成本

调试成本

Machine cost

Setup cost

81


科目说明

单个零件调试成本[QC]

其余制造管理费用率[%]

单个零件其余制造管理费用[QC]

每道工序材料报废率[%]

报废成本[QC]

调试成本=（员工人数 × 人工费率 + 设备费率）/60 × 调试时间/生产批次大小。外部调试和锻压机的调试应该单独列出。外部调试时间请在单独的行上标注。这种情况请不要输入设备费率[QC/h]，只需输入人工费率[QC/h] 和直接员工人数→（员工人数 × 人工费率/60 × 调试时间/ 生产批次大小）

作为其余制造管理费用的比率。

=（人力成本[QC]+设备成本[QC]+调试成本[QC]）× 其余制造管理费用率（百分比）

分摊到每道制造工序上的材料报废比率。

报废成本=（人力成本[QC]+设备成本[QC]+调试成本[QC])× (1 / (1 – 每道工序材料报废率(百分比形式)) – 1）请您注意：这里的报废成本仅仅指损失的附加值。对于原材料的报废，请添加至原材料数据工作表中。可以将废品成本计算的公式调整为特定的供应商条件。如果需要，可以通过点击“还原报废公式”字段来恢复原始的计算。

调试成本

其他制造成本

Attributes Notes

Setup cost per part [QC]

Residual manufacturingoverhead [%]

Residual manufacturingoverhead per part [QC]

Scrap per processstep [%]

Scrap Cost [QC]

Setup cost = (number of employees x labor hourly rate + machine hourly rate) / 60 x setup time / manufacturing batch sizeExternal setup and setup for forging presses should be listed in a separate line. In this case, do not enter a machi-ne hourly rate [QC/h] but simply the labor hourly rate [QC/h] and number of direct employees → (number of employeesx labor hourly rate / 60 x setup time / batch size).

Percentage overhead allocated toresidual manufacturing overhead.

= (labor cost [QC] + machine cost [QC] + setup cost [QC])x residual manufacturing overhead (as a percentage)

Scrap allocated to each machining operation, as a percentage.

Scrap cost = (labor cost [QC]+ machine cost [QC] + setup cost [QC]) x (1 / (1 – scrap cost per process step (in %)) – 1)Please note: scrap cost only applies to lost added value. Thus scrap material should be accoun-ted for in the “Material” tab. It is possible to adjust the formula of the scrap cost calculation to speci-fic supplier conditions. If needed the original calculation can be restored by clicking the field „restore scrap formular“.

Setup cost

Other manufacturing costs


填写“Manufacturing（制造）”数据工作表所需要的数据 What you need to fill out in the “Manufacturing” data sheet


单个零件模具维护成本

此报价中所需的部件总数

制造成本[QC]

Tooling maintenance cost per part

Amountper quotation

Manufacturing cost [QC]

在此输入单个零件的模具维护成本[QC]（不含备件成本）。重要的备件套装（镶块、核心套件等）应计入模具投资的费用中。请注意：这里仅仅填写与初步成型/成型/切割相关的制造工艺的模具维护成本。

此报价中所需部件总数或数量。也就是说此报价中部件出现了多少次？例如：此报价中需要2个相同的部件，则总数为2

制造成本=（人力成本[QC]+设备成本[QC]+调试成本[QC]+其余制造管理费用[QC]+报废成本[QC]+单个零件模具维护成本[QC]）×单次报价零件数量

Enter the tooling maintenance cost per part [QC] here (excluding spare parts). Significant spare- part kits (inserting parts, core packages, …) should be accoun-ted for under tooling investment.Please note: this field should only be filled out for manufacturing pro-cesses involving primary forming / forming / cutting.

Amount or number of parts required for the quotation. How often does the part appear in the quotation?For example: 2 identical parts per quotation → amount = 2

Manufacturing cost =(labor cost [QC]+ machine cost [QC] + setup cost [QC]+ residual manufacturing overhead [QC] + scrap cost [QC]+ tooling maintenance cost per part [QC])x amount per part quoted

其他制造成本

制造成本合计

Other manufacturing costs

Total manufacturing costs

85

Calculation fields explained计算区域解释

Labor cost per part [QC]

= labor hourly rate [QC/h] x number of direct employees

3600x cycle time [s] / parts per cycle

Machine cost per part [QC]

= machine hourly rate [QC/h]

3600x cycle time [s] / parts per cycle

Setup cost per part [QC]

= (direct employees x labor hourly rate [QC/h] + machine hourly rate [QC/h]) / 60 x setup time [min]

manufacturing batch size

Residual manufacturing overhead per part [QC]

=(labor cost per part [QC] + machine cost per part [QC]+ setup cost per part [QC]) x residual manufacturing overhead [%]

Scrap cost [QC]

= (labor cost per part [QC] + machine cost per part [QC]+ setup cost per part [QC]) x (1/(1 – scrap per process step [%] )– 1)

Manufacturing costs [QC]

= (labor cost per part [QC] + machine cost per part [QC]+ setup cost per part [QC] + scrap cost [QC]

+ tooling maintenance cost per part [QC]) x amount per quotation

每个零件人力成本[QC]

= 人工费率[QC/h] x 直接员工数

3600x 节拍[s]/ 每个节拍零件数

单个零件设备成本[QC]

= 设备费率[QC/h]

3600x 节拍[s]/ 每个节拍零件数

单个零件调试成本[QC]

= (直接员工人数 x 人工费率 [QC/h] + 设备费率 [QC/h]) / 60 x 调试时间 [min]

制造批次大小

单个零件其余制造管理费用[QC]

= (单个零件人工成本 [QC] + 单个零件设备成本 [QC]+ 单个零件调试成本[QC]) x 剩余制造管理费用率 [%]

报废成本[QC]

(单个零件人力成本 [QC] + 单个零件设备成本 [QC]+ 单个零件调试成本[QC]) x (1/(1 – 每道工序报废率 [%])–1)

制造成本[QC]

= (单个零件人力成本 [QC] + 单个零件设备成本 [QC]+ 单个零件调试成本 [QC] + 报废成本 [QC]

+ 单个零件模具维护成本 [QC]) x 每个报价所需部件总数


项目名称

报价分析表专用制具/研发请填写下表并提交给采埃孚联系人




模具分析表

件号分类零件号码运行时间（合格零件）

模具和夹具成本

分摊到单位价格

分摊到对应数量

分摊到专用制具

模具分析表是否相关（是否需要TAF）

研发小时数研发费率研发成本研发材料成本

是否分摊到零件

分摊到对应数量

研发分摊成本包括单个零件研发材料成本

备注

[QC] [QC] [小时] [QC/小时] [QC] [QC] [QC]


总计

下拉菜单内容

开发成本

详细描述

模具成本科目


图4：“专用制具/研发”数据表

89







报价分析表——“SME_R&D（专用制具、研发）”数据工作表的结构和内容“SME_R&D（专用制具、研发）”数据工作表由17 个数据输入格和5个计算格组成。在这张工作表中，您可以将专用制具成本和研发成本区分开。

本使用指南详细介绍了每张数据工作

表的计算逻

辑。

“SME_R&D（专用制具、研发）”数据工作表示例


Figure 4: “Special Manufacturing Equipment / Research & Development” data sheet

91


important data entry fields that

are required for checking the

plausibility of values.






QAF – Structure and contents of the“SME_R&D” data sheetThe “SME_R&D” data sheet consists of a total of 17 data entry fields and 5 calculation fields. On this sheet, you can separate out your special manufacturing equipment and your research and development costs.

The calculation logic for each of the

data sheets is described in this User

Guide.

The „SME_R&D“ data sheet

Quotation Analysis FormSpecial manufacturing equipment / Research and developmentPlease fill out and return to ZF contact




TAF

Pos. No. Category Part number Detailed descriptionRunning

time (good parts)

Tooling and fixture costs

Allocation to unit price

Allocation relevant quantity

Allocation of special

manufacturing equipment

TAF relevance

R&D hoursHourly rate of R&D

R&D costR&D

Material cost

Allocation to part price

Allocation relevant quantity

Allocation of R&D costs incl. R&D

material cost per part

Notes

[QC] [QC] [h] [QC/h] [QC] [QC] [QC]


Total

Designation

Development costTooling costAttributes

V2.0

14.02.2018




SME_R14.02.2018


采埃孚如何为“Special Manufacturing Equipment /Research & Development （专用制具、研发）”数据工作表列明细

How ZF breaks down the “Special ManufacturingEquipment / Research & Development” data sheet


件号

分类

名称

零件号码

详细描述

Position number

Category

Designation

Part number

Detailed description

零件的件号和步骤号。如果报价需求包含多个部件，您可使用相件号来表明此件在“Manufacturing（制造）”和“SME_R&D（专用制具、研发）”数据工作表中出现的步骤。此“Material（原材料）”工作表被作为其他表单参照的基础使用，如下：• “Material（原材料）” 工作表单中件号1=齿轮锻坯• “Manufacturing（制造）” 工作表单中步骤号1.1=车削• “Manufacturing（制造）” 工作表单中步骤号1.2=铣削• “Manufacturing（制造）” 工作表单中步骤号1.3=钻孔

下拉菜单：为了专用制具选择“SME”或者为了一次性开发费用选择“R&D”。

根据您之前的选择，这里会增加一个需要填写的项目。SME →首套模具/后续模具/设备R&D →研发、项目管理、应用、实验、测试台、材料等

输入与此位置相对应的零件号码

在此输入位置的详细描述

Position and numbering of the part. If the request for quotation consists of multiple components, you can use the position number to indicate which part should appear in the “Manufacturing” and “SME_R&D” data sheets.The “Material” sheet is used as the basis for this as follows: • “Material” sheet position number 1 = gear forging blank• “Manufacturing” sheet position number 1.1 = turning• “Manufacturing” sheet position number 1.2 = milling• „“Manufacturing” sheet position number 1.3 = drilling

Drop-down menu: select “SME” for special manufacturing equipment or “R&D” for one-time develop-ment expenses.

Depending on your previous selection, an additional specification may appear here.SME → Initial tooling / Follow-on tooling / EquipmentR&D → Research and develop-ment, project management,application, experiment, test ben-ches, material, other

Enter the number of the part for which the position is relevant here.

Enter a detailed description of the position here.

分类 Classification

93



Running time (good parts)

Tooling and fixturecosts [QC]

Allocation to unit price

Allocation-relevantquantity

Allocation of special manufacturing equipment [QC]

使用寿命（合格零件）

模具和夹具成本[QC]

分摊到单位价格

对应分摊数量

专用制具分摊成本[QC]

A tool’s running time is the useful life over which productive work can be done with this tool. Running time is usually defined in (process or machining) cycles, or in proces-sing quantity units (e.g. parts).Enter the amount of the tool’s running time allocated to good parts here.

Enter the tooling or equipment costs here in the quotation currency.

Drop-down menu: select “Yes” if the tooling or equipment costsare to be allocated to the unit price. Select “No” if the tooling orequipment costs are not to be allocated to the unit price.Please note: the initial outlay for tools and equipment is usuallyreimbursed by ZF Friedrichshafen AG and consequently should not be allocated to the unit price.

Enter the allocation-relevant quan-tity here. To which quantity should the SME be allocated?

Allocation of SME per part = tooling and equipment costs [QC] / allocation-relevant quantity

模具的使用寿命是指该工具可用来完成生产工作的使用寿命。使用寿命通常定义为（处理或者机加工）模次数或处理数量单位（如零件数量）。在此输入工具可分摊至合格品的总使用寿命。

在此输入模具成本或者设备成本，以报价货币为单位。

下拉菜单：如果模具或者设备成本分摊到单位价格，请选择“Yes”。如果模具或者设备成本没有被分摊到单位价格，请选择“No”。请注意：采埃孚集团通常会报销工具和设备的首套支出，因此这些费用不应该分摊到单位价格上。

在此输入对应分摊数量。专用制具成本要分摊到多少数量的零件上？

单个零件的专用制具设备分摊成本=模具和设备成本[QC]/对应分摊数量

Classification

Tooling cost

分类

模具成本



模具分析表是否相关 TAF relevance专用制具价格高于50,000欧元的需要填写模具分析表(TAF)。如果专用制具价格> 50,000欧元 = “Yes”; 如果专用制具< 50,000欧元 = “No”如果是“Yes”，您需要填写模具分析表。

Special manufacturing equipment > EUR 50,000 requires completion of a Tooling Analysis Form (TAF).So if SME > EUR 50,000 = “Yes”;if SME < EUR 50,000 = “No”.If “Yes” appears here, you should fill out a TAF.= „No“.

模具成本 Tooling cost

97


How ZF breaks down the “Special ManufacturingEquipment / Research & Development” data sheet

采埃孚如何为“Special Manufacturing Equipment /Research & Development （专用制具、研发）”数据工作表列明细


R&D hours [h]

Hourly rate of R&D [QC/h]

R&D cost [QC]

R&D material cost [QC]

Allocation to part price

Allocation-relevantquantity

Allocation of R&D costincl. R&D material costper part [QC]

Notes

研发时间[h]

研发费率[QC/h]

研发成本[QC]

研发材料成本[QC]

零件价格分摊成本

对应分摊数量

研发成本的分摊含研发原材料在单件上的成本

备注

Fill out the number of hours you have spent on R&D here. Under R&D hours, you can list the number of hours spent on research and development, project management, applications, experiments, test ben-ches, material and other R&D-rela-ted activities.

Enter your hourly rate for R&D here in the quotation currency.

R&D cost [QC] = R&D hours [h] x R&D hourly rate [QC/h]

Enter the cost of your R&D materials here. R&D material cost includes e.g. expenditure on prototypes,samples, material expenses, etc.

Drop-down menu: select “Yes” if the R&D cost + R&D material cost should be allocated to the part price. Select “No” if the R&D cost + R&D material cost should not be allocated to the part price.

Enter the allocation-relevant quan-tity here. To which quantity should R&D cost + R&D material cost be allocated?

Allocation of R&D cost per part = (R&D material cost [QC] + R&D cost [QC]) / allocation-relevant quantity

In the event that you must also fill out a TAF, a reminder will appear in this field.

在此填写研发所用的小时数。在研发时间中，您可以列出花费在研发、项目管理、应用、实验、测试台、材料和其他与研发相关活动的成本。

在此输入研发费率，以报价货币为单位。

研发成本[QC]=研发时间[h] × 研发费率[QC/h]

在此输入研发材料成本。研发材料成本包括如原型样件费用、样品、材料费用等。

下拉菜单：如果研发成本+研发材料成本应分摊到零件价格，请选择“Yes”。如果研发成本+研发材料成本不应分摊到零件价格，请选择“No”。

在此输入分摊相关的数量。研发成本+研发材料成本要对应分摊到多少数量的零件上？

单个零件研发分摊成本=(研发材料成本 [QC]+ 研发成本 [QC]) / 对应分摊数量

如果您必须填写模具分析表，此处会出现提醒。

Development cost

TAF

开发成本

模具分析表

如何正确填写模具分析表(TAF) / How to correctly fill out the TAF QAF 和 TAF 使用指南 / User guide for QAF and TAF

100 101

04如何正确填写模具分析表(TAF)

04How to correctly fill out the TAF

102 如何正确填写模具分析表(TAF) / How to correctly fill out the TAF QAF 和 TAF 使用指南 / User guide for QAF and TAF

103

It is especially important to follow the correct order when you are entering data in theTAF form. Otherwise an error message may appear, or you may find that not all of thecorrect selection options are displayed. It is also important to select the correct quota-tion variant (new tool, fol-low-on tool, etc.) and specify the quotation currency, as well as the current exchange rate with the euro.

按照正确的顺序填写填写模具分析表非常重要。否则提示错误信息将会出现，或者正确类别选项会不出现。选择正确的报价变量（新模具、后续模具等）、正确填写报价货币以及与欧元的汇率也很重要。

When choosing the type of tool, you can select one of the following tool categories:

• Stamping

• Die casting

• Iron casting (rough)

• Iron casting (detailed)

• Inject

• Forging

Please note that you can only fill out the light gray fields (cells) in the TAF data sheet. The blue fields are calculation fields.

选择工具种类时，您可从一下模具分类中选择一种：

• 冲压

• 压铸

• 铸铁（简略）

• 铸铁（详细）

• 注塑

• 锻造

请注意，模具分析表中只有淡灰色格子可以输入数据，蓝色格子是自动计算区域。

Detailed description of structure and use

详细的结构描述和报价分析表中各个数据工作表的使用

„ First of all, you should specify your preferred language in the TAF header. Next, you must choose the type of toolyou want to describe.“

„首先，你要在模具分析表的表头选择自己的语言版本。然后，你要选择自己要描述的模具类型。“


表5：模具分析表——“通用信息”部分

Figure 5: TAF – “General data” section

表6：TAF——“模具信息”部分

Figure 6: TAF – “Tool data” section

模具分析表——“模具信息”部分工作表中每个部分中要求填写的内容都各不相同，取决于您在表格中选了什么样的模具种类，不过“联系人信息”和“部件信息”部分的内容和模具种

TAF – “Tool data” sectionThe attributes you are asked to describe in each of the various sections may vary, depending on the type of tool you select. The attributes in the “Contact” and “Compo-nent Data” sections do notchange, however, because

类无关，因此不会出现变化。“模具信息”部分会根据模具种类的选择而变化——下面的表格显示的是以“压铸”为例出现的表格内容。

they do not depend on the type of tool you choose. The “Tool data” section does change according to the tool type – the following illus-tration shows the specific attributes for the “Die casting” category.

TAF_EN

[g]

x x [mm]

/

CAD

CAM / CNC

∑ ∑

> 2500 x 1200

<2500 x 1200

<2500 x 1200

<1000 x 500 ∑

PSW

∑

∑

∑

原材料成本

报价欧元

(TAF)

1

TAF_EN

[g]

x x [mm]

/

CAD

CAM / CNC

∑ ∑

> 2500 x 1200

<2500 x 1200

<2500 x 1200

<1000 x 500 ∑

PSW

∑

∑

∑

原材料成本

报价欧元

(TAF)

1

1

2

lenght [mm] Guaranteed lifetime, goodparts:

width [mm] casting cell

height [mm] Number of slides:

weight Lead time:

Number of cavities:

Mold concept:

Tool data:

V2.030.05.2018TAF_ZF_V2.9_update_deutsche Einstellung-Druckguss (2).xlsx

ZF Friedrichshafen AGTAF - Tooling Analysis Form

Language: english

Type of tool (please choose) Date of offerQuotation number Quotation currencyQuotation variant Exchange rate to EUR

Supplier: Description

DUNS Part number

ZF Supplier ID Revision index

Name / Department Material

Phone / Mail Component weight [g]

Tool manufacturer part measurements LxWxH [mm]

Tool M. Address min. / max. wall thickness

Tool M. Country comment

Tooling Analysis Form (TAF)

Contact Component Data

Please add to your completed RFQ

Die CastingEUR

1,0000

Step 1 !

Step 2 !

V2.020.04.2018TAF_ZF_V2.9_update.xlsx



Figure 7: TAF – “Material costs” section

表7：TAF——“原材料成本”部分

TAF – “Material costs” sectionYou should specify all the materials you usein the “Material costs” section. The level ofdetail here will vary, depending on the typeof tool you selected earlier.

You should specify the material used for each tool element, plus the weight and price of the material per kilogram. You can also specify whether the individual parts are produced internally or externally.

In addition, a “Comment” field is availablefor each tool element. If you make any entries in the “Special costs” section, you must provi-de full details of these costs in the “Comment” field.

In the “Tool comments” section below the “Material costs” section, you can document and provide further details of any special features of the tool (for example, how many spare part kits or inserting parts are included under material costs).

TAF——“原材料成本”部分您应在“原材料成本”部分明确您所使用的所有材料。根据您选择的模具种类，所需的信息详细程度也有所不同。

您需要明确模具每个部分所使用的材料，以及重量和每公斤材料的价格。您还需要注明零件是内部生产还是来自外部采购。

此外，模具的每个部分都有“备注”区，如果您在“特殊成本”里填写了内容，您必须在“备注”里提供这些成本的详细信息。

在“模具成本”下方的“模具备注”区中，您可提供任何模具特点的更为详细的文件和信息（比如：原材料成本中包括了多少套备件或者镶块）。

107

TAF_EN

[g]

x x [mm]

/

CAD

CAM / CNC

∑ ∑

> 2500 x 1200

<2500 x 1200

<2500 x 1200

<1000 x 500 ∑

PSW

∑

∑

∑

原材料成本

报价欧元

(TAF)

1

components Material Weight [kg] cost per kg comment Total

Cost due to basic construction

form panels, die block (fixed)

form panels, die block (movable)

basic construction, standard

Small parts

costs contour given level

Die insert (fixed)

Die insert (movable)

Inserting parts (cores,vane face)

Slide

shot sleeve

vacuum valve

Ejector

Tempering

Electrodes

Special costs

Material costs

Internal /External




表8：TAF——“制造成本”部分

Figure 8: TAF – “Manufacturing costs” section

表9：TAF——建立模具报价

Figure 9: TAF – Establishing the tooling quotation price

请注明每个步骤的设备费率和人工费率(MHR/LHR)，以及所需加工时间，以小时数为单位（或者在“热处理”部分，填写重量和单价）。

Always specify the hourly ma-chine and labor rates (MHR/ LHR) for each position, as well as the number of proces-sing hours required (or, in the case of heat treatment, the weight and price per unit).

总价为自动计算。制造成本应列出明细——仅在某个步骤上输入一个数值作为制造成本是不够的。

Totals are calculated automa-tically. Manufacturing costs should be broken down in detail – it is not sufficient to enter data for a single posi-tion to cover total manufactu-ring costs.

TAF——附加费用和收入明细模具分析表的类目小计会根据所输入的数据自动计算。参考计算出来的生产成本，你可以选择在此输入与采埃孚协商一致的附加费用比例，用于反映

TAF – Surcharges and breakdown of incomeSubtotals are calculated auto-matically in the TAF, based on the preceding entries. Withreference to the calculated production costs, you have the option of entering the surcharge percentages you

管理费用。这将生成一个专用制具成本总价（= 原材料成本+制造成本+附加费用）。因此实际报价将由以上计算出来的总成本加上利润组成。

have agreed with ZF to cover overhead. This will generate atotal figure for the cost of spe-cial manufacturing equipment (= material costs + manufac-turing costs + surcharges). Thus the actual quotation price will consist of the total cost as calculated above, plus profit.

109

TAF_EN

[g]

x x [mm]

/

CAD

CAM / CNC

∑ ∑

> 2500 x 1200

<2500 x 1200

<2500 x 1200

<1000 x 500 ∑

PSW

∑

∑

∑

原材料成本

报价欧元

(TAF)

1

TAF_EN

[g]

x x [mm]

/

CAD

CAM / CNC

∑ ∑

> 2500 x 1200

<2500 x 1200

<2500 x 1200

<1000 x 500 ∑

PSW

∑

∑

∑

原材料成本

报价欧元

(TAF)

1

Internal production: External production:

Material costs surcharges %

Profit %

Quotation price EUR

Material costs

Manufacturing costs

V2.006.06.2018TAF_ZF_V2.9_update.xlsx


Engineering Hours MHR / LHR Total Heat treatment kg Cost/kg Total

Calculation & Simulation harden & tempern

CAD - design Coating

CAM / CNC-Programming Miscellaneous

∑ ∑

mechanical machining hours MHR / LHR Total Correction loop hours MHR / LHR Total

milling, large (table: > 2500 x 1200) die block Type:

milling, medium-sized (table: < 2500 x 1200) die block Type:

milling, medium-sized (table: < 2500 x 1200) die insert Type:

milling, small (table: < 1000 x 500) die insert ∑

turning

Wire-cut EDM sampling inspection hours MHR / LHR Total

Die sink mold proving

grinding PSW (part submission warrent)

drilling, deep-hole drilling measuring device

drilling, deep-hole drilling die insert ∑

production electrodes

∑ logistics Total

Construction work hours MHR / LHR Total

Assembly

Spotting

Polish

costs die block

costs inserts∑

Transport

customs

Manufacturing costs:




111


Language

Type of tool (please choose)

Quotation number

Quotation variant

Date of offer

语言

模具种类（请选择）

报价单号码

报价可选

报价日期

Drop-down menu: first of all, select the language you wishto use as you fill out the Tooling Analysis Form (TAF). You canwork on the document in either German or English.

Drop-down menu: second, select the appropriate type of tool.You can choose one of the following tool types:

• Stamping

• Die casting

• Iron casting (rough)

• Iron casting (detailed)

• Inject

• Forging

You can enter your quotation number here.

Here you can choose one of the following quotation variants:

• New tool

• Follow-on tool (complete)

• Prototype tooling

• Follow-on tool (mounting)

• Tool modification

• Serial tool (0-series application)

Enter the date of your quotation here, in the formatDD.MM.YYYY.

下拉菜单：首先选择填写模具分析表（TAF）时想要用的语言，您可在英语或德语的环境下填写。

下拉菜单：然后，请选择合适的模具种类，可从以下种类中选出适合的一种：

• 冲压

• 压铸

• 铸铁（简略）

• 铸铁（详细）

• 注塑

• 锻造

您可在此输入报价单号码。

请从以下报价可选中选出一种：

• 新工具

• 后续工具（完成）

• 原型样件模具

• 后续工具（安装）

• 模具修整

• 批量生产用模具（首次应用）

请在此输入您的报价日期，格式为日/月/年

What you need to fill out in the TAF填写模具分析表（TAF）所需数据


113


报价货币

与欧元汇率

供应商公司名称

供应商邓白氏编码

采埃孚供应商编号

姓名/部门

电话/电子邮件

模具制造商

模具制造商所在地

模具制造商国家

描述

零件号码

版本号

原材料

部件重量[g]

零件尺寸长x宽x高[mm]

厚度最小值/最大值

备注

Quotation currency

Exchange rate to EUR

Supplier

DUNS

ZF Supplier ID

Name / Department

Phone / Mail

Tool manufacturer

Tool M. address

Tool M. country

Description

Part number

Revision index

Material

Component weight [g]

Part measurements LxWxH [mm]

Min. / max. wall thickness

Comment

请选择您报价使用的货币单位。

在此输入报价货币与欧元的汇率。

在此输入您的公司名称。

请在此输入您的公司的供应商邓白氏编码。

如果您已经是采埃孚集团的供应商，请在此输入公司的采埃孚供应商编号。

请在此输入您的姓名和所在部门。

请在此输入您的电话号码和电子邮件地址。

请在此输入您的工具制造商的名字。

请在此输入工具的制造商所在地。

请在此输入工具的制造商的原产地国家。

请在此输入工具的描述。

请在此输入零件号码。

请在此输入版本号码。

请在此输入用于制造零件的原材料。比如：Alloy 2016; AlSi12CuNiMg

请在此输入零件的重量。

您可在此描述零件的尺寸，长x宽x高[mm]，单位为毫米。

在此输入零件室壁厚度的最小值和最大值。

您可在此添加额外的备注信息。

Select the quotation currency that you are using for your quotation.

Enter the quotation currency’s exchange rate with the euro (EUR) here.

Enter the name of your company here.

Enter your company’s DUNS number here.

If you are already an active supplier of ZF Friedrichshafen AG,enter your ZF supplier number here.

Enter your name and department here.

Enter your telephone number and your email address here.

Enter the name of your tool manufacturer here.

Enter your tool manufacturer’s address here.

Enter your tool manufacturer’s country of origin here.

Enter a description of the tool here.

Enter the part number here.

Enter the revision index here.

Enter the material used to fabricate the part here.For example: Alloy 2016; AlSi12CuNiMg

Enter the weight of the part here.

You can specify the part’s dimensions here, in millimeters.

Enter the minimum and maximum thickness of the part’s walls here.

You can add additional remarks or comments here.

如果您还有任何其他关于模具分析表的

问题，请咨询采埃孚相关联系人，获

得更多帮助。

If you have any questions about the

TAF, please ask your contact at ZF for

further assistance.

114 附录 / AnnexQAF 和 TAF 使用指南 / User guide for QAF and TAF

115

Diagrams illustrating gross weight, deployed weight, raw weight and net weight, using barstock as an example:

下面的示意图以棒料为例解释了毛重、投料重量、原始重量和净重：

Annex附录

Barstock weighing around e.g. 30 kg, equivalent to 5 parts

Gross weight = 30 kg / 5 parts = 6 kg per part incl. cutting waste, end waste (plus burr)

Deployed weight = 6 kg – 1 kg cutting waste, end waste = 5 kg incl. burr, e.g. after forging

Raw weight = 5 kg – 0.5 kg burr = 4.5 kg e.g. after deburring

Net weight = 4.5 kg – 0.5 kg swarf = 4 kg e.g. after mechanical finishing

棒料重量约为30千克，相当于五个零件所需材料

毛重=30公斤/5=单个零件重6千克，含切割消耗和最终废料（加上毛边）

投料重量=6千克-1千克切割消耗和两端废料或者端头废料=5千克包括如锻造后的毛边

原始重量=5千克-0.5千克毛边=4.5千克去毛边重量

净重=4.5千克-0.5千克切屑=4公斤机械加工处理后重量

端头损耗切割损耗毛边

1 part1个零件

End wasteCutting wasteBurr

117116 笔记 / NotesQAF 和 TAF 使用指南 / User guide for QAF and TAF

Notes笔记

119118 笔记 / NotesQAF 和 TAF 使用指南 / User guide for QAF and TAF

笔记 Notes

ZF Friedrichshafen AG采埃孚成本工程 / Cost Engineering88038 腓德烈斯哈芬 / Friedrichshafen德国 / Germany

电话 / Phone +49 7541 77-0传真 / Fax +49 7541 77-90800www.zf.com

使用指南 / User Guide · 16 采埃孚成本工程 / Cost Engineering 17 02 QAF 和 TAF...

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