1. Identify the intended assembly
Provide the protector drawing and revision, the equipment or assembly reference and the location where the part will be used. State whether it spans a coupling or fits another defined section. Where drawings are unavailable, send photographs and labelled measurements and identify them as preliminary. Keep a worn component separate from the intended production definition.
2. Supply both tubing and cable information
Include the controlled tubing and coupling envelope, the cable arrangement and the cable envelope the assembly must accommodate. Show relevant contact surfaces, clearances and orientation. Nominal tubing size alone leaves other interfaces unspecified. Any proposed interpretation or revised geometry should be reviewed by the responsible equipment engineer before manufacture.
3. List the parts included in the price
Separate the main body, hinge components, fastening parts and any other supplied items. Identify which interfaces require machining and whether the order is for individual bodies or complete assemblies. Where components are supplied by the buyer, record the dimensions and quantity available for an agreed assembly check.
4. State service requirements without assuming a rating
Attach the applicable material, finish, operating-environment and acceptance requirements from the buyer specification. Specify the inspection records and any tests that the order requires. Mark unknowns for review. A casting material name, a marking on a photograph or a similar-looking commercial product is not enough to establish downhole suitability or an operating rating.
5. Separate urgent replacements from planned batches
Give the immediate requirement and the expected replenishment programme separately. Identify whether an approved drawing already exists, whether samples need approval, and whether each call-off uses the same revision. A required installation date is useful context, but manufacturing and delivery dates must be agreed in the quotation.
Example scope statement
We require [quantity] protector bodies to drawing [reference / revision], with [machined features] and [finish]. Assembly components included: [list]. Tubing/coupling interface: [attached drawing]. Cable configuration: [attached envelope]. Material and acceptance requirements: [specification]. Please identify open technical questions before quoting. Future call-offs are forecast at [quantity / interval].
Information to collect
- Protector and assembly drawing revisions
- Installation location and assembly reference
- Tubing / coupling interface envelope
- Cable configuration and envelope
- Body-only or assembly scope and buyer-supplied items
- Material, finish and service requirements for technical review
- Inspection, traceability and sample approval requirements
- Immediate quantity, repeat forecast and delivery destination
Put the information to work
Send the available files and identify open questions. Keep confidential customer information out of public posts; share authorised project files directly for review.
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Further reading: SFSA information for steel-casting buyers. This JK Casting worksheet organises purchasing information; application-specific design and acceptance requirements must come from the approved project documents.