Do you know, how excellent our Cost Parameter Request (CPR) is?
Overview of the CPR – Version A6
User Manual for internal and external use
Herzogenaurach 2022

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Benefits of the CPR

Competitivenes
The Cost Parameter Request helps to detect potentials
where costs can be saved. Therefore, the CPR enables us
to find smart solutions to optimize the costs incooperation with the suppliers.

Advanced Working Environment
With our CPR, we create cost transparency whichenables us to understand every cost driver that factors
into the total price of a commodity. In this way, we canassess cost deviations better and provide a moreaccurate feedback on the supplier‘s quotation.

We also find cost deviations and give detailed feedback
on global base to enlarge the supplier's competitiveness.
With competitive costs the suppliers can create sales
growth with SCHAEFFLER and others.

Consulting
With the help of the CPR, we can detect weak points toimprove technology capabilities and concepts in asustainable manner.
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Remarks

Note:• The data provided in the CPR will be handledabsolutely confidential and also corresponds with
the non-disclosure agreements with all our business
partners.
• Please send the completed CPR-sheet back as an
Excel file. DO NOT convert it to PDF, JPG or otherformats.
• On the pages where there is an “Overview” button,
click on it to get to the general overview of the CPR.
• Green words, that are underlined, are links. Click onthem to get to the respective page they arereferring to.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Colors and Buttons
Buttons:

Colors:
These cells contain general data
queries and can not be edited.

By clicking this button additional rows
can be added (e.g. if the supplier wants
to enter more positions than there arerows in the CPR).

In the headlines, the requested
information is described. Headlines
can not be edited.

These cells need to be filled out by
the supplier.
These cells are calculated
automatically based on the data
given by the supplier.
Subtotals are calculated
automatically in these cells.

These cells contain total prices.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

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General Structure

Click on the headlines for further information.

HeaderMaterial Costs

Manufacturing Costs

Setup Costs

Overheads

Product Specific
Allocation

Terms of Payment
and Delivery

One-time
Payments

Degree of Filling

Remarks
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
14
19

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Header
Overview

These cells contain general data
queries and can not be edited.

These cells need to be filled out by
the supplier.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Header
Overview

Name

Remarks

Language

Select language of CPR headlines (available languages: German,
English, Spanish, Chinese, Korean, Russian)Category

Drop-down menu, select category name

Part No. / Drawing No.

Internal ID of the part, based on respective drawing index(drawing number)Part Name

Description of the requested component (see drawing)

Peak Volume

Requested maximum annual quantity at peak

Incoterms

Drop-down menu, International commercial terms
Select between FCA (Free Carrier), DAP (Delivered At Place) and
DDP (Delivered Duty Paid)
If you select FCA, please insert the location of the forwarder.
If you select DAP, please insert the Schaeffler location from RFQ.
If you select DDP, please insert either the Schaeffler locationfrom the RfQ or Location Consignment-Stock (if applicable).

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Header
Overview

Name

Remarks

Supplier Name

Legal company name of supplier

Manufacturing Location

Planned manufacturing location (Country and City) of therequested part
Additionally, please insert receiving plant at Schaeffler.

Production Hours per Year

Production hours per year reflect your available gross working
hours in your company

Currency / Quantity Unit in: [pcs]All common currencies are available
Quantities: 1, 100 and 1000 -> Attention: Mostly used for sum
cells, but not for the input cells

Date

Date of issue of the CPR

Supplier Contact

First name and surname of the responsible contact person at the
supplier

Schaeffler Contact

First name and surname of the responsible contact person at
Schaeffler

Price Reduction Steps

The total price refers to the peak volume / - year
after reduction steps (default value -3%, -2%, -2% can be
overwritten according to closed agreement)
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
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19

25
29
32

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Material Costs
Overview

In the headlines, the requested
information is described. They can
not be edited.

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLICThe subtotals are calculated
automatically and separated bymaterial- and scrap costs.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Material Costs
Overview

Name

Remarks

Material Designation

Material includes:- Substances / raw materials- External purchased parts- External (outsourced) processes

Manufacturer / Raw Material Supplier

Name of manufacturer of the respective material designation

Substance- / Material- / Part-ID

ID or specification of the respective material designation

Dimension [L×W×H, Ø, …] in mm

Dimension of the given component in mm. This cell is for
information only.

Procurement Type

Select the type of procurement for the respective material
designation:- Purchase (Raw Material)
External- Purchase (Part / Component)
procurement- Purchase (External Process Step)- Provided (Raw Material)
Provided freeof charge- Provided (Part / Component)- Inhouse Production (Part / Component)
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Material Costs
Overview

Name

Remarks
By selecting “yes“ the calculated amount is subtracted from thetotal material costs (Enter yield / scrap in separate line and refer tothe associated position of raw-material).
Gross or Net Weight and Material Price are used to calculate thedeductible amount (see formula).

Reimbursement[yes/no] ->Pos. [e.g.: M1]

Net Weight per Part [kg]Net remaining amount of material – after deduction of waste, scrap,
irretrievable losses, etc.
Net weight is also mentioned in drawings.

Gross Weight per Part [kg]Gross amount of material – before deduction of waste, scrap,
irretrievable losses, etc.

Material Price [Base & Surcharges]

Purchased Parts / External Processes

PUBLIC

Base: Direct costs of material
Surcharges: Material costs which are not included in the base price(e.g., scrap and alloy surcharges) – these cost will be summarized ina separate line under the total price of the CPR.
Quantity: Please enter the quantity of purchased parts / external
processes.
Price: Please enter the price per piece of the respective purchasedpart / external process (see formula).
All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Material Costs
Overview

Name

Remarks

Material Overhead [%]Costs attributable to purchasing, receiving, handling, storing anddelivering materials used in assembly or production process

Scrap Rate [%]Percentage of incurring scrap of the respective material designation
This cell is for information purposes only.

Scrap Cost

Material scrap costs of the respective material (see formula)

Material Cost

Total material cost of the given component per position in theselected quantity unit (see formula)

Subtotal Material Costs

Sum of the costs of all materials in the selected quantity unit

Subtotal Material Scrap Costs

Sum of material scrap costs in the selected quantity unit

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

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Manufacturing Costs
Overview

Manufacturing Costs
Manufacturing Steps[Designation]

Pos.

Material*[Material
Cost Pos.][e.g.: M1]

Equipment[Designation]

Cycle time[sec./Parts per
Cycle]

Parts per Cycle[pcs]

OEE [%]
information only

Working
Working System
Working System Cost
System Hourly
Investper Part
Rate
[EUR]
[EUR]
[EUR/h]Residual
Direct Labor Hourly
Headcount at Working System Labor Cost per Part Manufacturing
Rate
[%]
[EUR]
Overhead[EUR/h][%]Scrap Rate[%]

Scrap Cost
[EUR]

Manufacturing Step Cost
[EUR/100 pcs]

1

0,00000,00000,00000,00002

0,00000,00000,00000,000030,00000,00000,00000,000040,00000,00000,00000,000050,00000,00000,0000*) Assemblies

In the headlines, the requested
information is described. They can
not be edited.

0,0000Subtotal Manufacturing Scrap Costs [EUR/100 pcs]:

0,0000

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLIC

0,0000Subtotal Manufacturing Costs [EUR/100 pcs]:

The subtotals are calculated
automatically and separated bymanufacturing- and scrap costs.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Manufacturing Costs
Overview

Name

Remarks

Manufacturing Steps

Select a manufacturing step by activating the drop-down menu. On the second page of the
Excel spreadsheet, you can see an overview of all available manufacturing steps. You can alsofind this overview on the next page of this manual.
If you can not find the proper manufacturing step, choose “others/miscellaneous”. In this case,
it is essential to give further explanations in the “Equipment” cell.

Material

Link of the respective material to the process manufacturing step (e.g., assembly M1, M3, M5)

Equipment

Designation (e.g., Brand / Type) of the machine or equipment (ONLY in English) used in therespective manufacturing step

Cycle time

Please insert information about the duration of one cycle.
Cycle time correlates with the cell “Parts per cycle”.

Parts per Cycle

Number of parts that are manufactured in one cycle
It is relevant for the calculation of Working System Cost per Part.
(see formula)

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Manufacturing Costs – Overview of the manufacturing Steps
A

D

H

N

S

alpha-v-checkannealinganti-corrosion
AOI / automated optical inspectionarc forming
array for spray
array on fixture
assembling

debindingdeburring
deep drawing
deflection test
demagnetize
dephosphating
detensioning
disassembling
DMC marking
drilling
dryingdurability test

handling
HAR / hot air riveting
hardeningheat- / force-set test
heat treatment
high pressure washinghobbinghoninghot bar soldering
hot rolling
hot setting
hot staking
hydrogen decrepitation

nitridingsawingvarnishingselective soldering
vulcanization
settingW
shearing
washing
shot blastingwelding
shot peening
winding
sinteringX
sizingx-ray
skiving
SMT / surface mounted technology
software flashingsolder paste printing
solderingsorting
spinning
spot welding
spraying
sputtering / PVD
stamping
storage of powder
straightening
stripe casting, flakes production
surface treatment

Bbalancingbending
blanking
blending
bondingboringbroachingbrushingCcalibration
carburizing
casting
chamferingcleaning
coatingcoilingcompacting
condensationconservation
coolingcooling lubricant system
crimping
curingcuttingEe-coatingI
eddy current
IC test / integrated circuit test
EOL test / end of line test inbound logistics
F
induction heating
fine cutting
injectionfinishinginspection
forging
intermediate test
formingJfriction welding
jet-milling
functional testLG
laser marking
gating removal
leakage test
grain boundary diffusion (GBD)
liquid dispensing, application (seal, paste)gearingloading, feedingglue
Mgreen machining
machining
grinding ID
magnetic property test
grinding OD
magnetizing
marking
material preparation and compounding
measuringmechanical treatment
melting
micro peening
millingmixingmolding
MPI

PUBLICO
oilingothers / miscellaneous
outbound logistics
overmoldingP
packpackaging
PCB depanelingphosphating
pickling
platingpolishingpost curing
potting
powder coating
preforming
press-fit assemblypressingpressure test
pretreatment

Q
quench + temperingTR

tempering
testingtransform
transport
trimming
tumbling
turningraw material inspection
reamingreflow ovenrollingVUultrasonic cleaning
ultrasonic welding

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Manufacturing Costs
Overview

Name

Remarks

OEE [%] information only

OEE means “Overall Equipment Effectiveness”. It identifies thepercentage of manufacturing time that is truly productive.

Working System Invest

Acquisition cost of the working system

Working System Hourly Rate

Costs which a machine causes during one hour of operation
correlated with utilization losses (including imputed depreciationand interest, cost of maintenance and insurance, space and energy
costs of the working system and auxiliary and operating materials)

Working System Cost per Part

Machine costs per piece (see formula)

Direct Labor Hourly Rate

The labor costs (including labor burden) per hour for workers(correlated with labor utilization losses)

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Manufacturing Costs
Overview

Name

Remarks

Headcount at Working System

Headcount at Working System in % (see formula)

Labor Cost per Part

Labor cost per piece (see formula)

Residual Manufacturing Overhead

Residual Manufacturing Overheads include all manufacturing costs
that cannot be directly allocated (including e.g., indirect labor,
general equipment and auxiliary areas, as well as indirect materials
and auxiliary and operating supplies).

Scrap Rate

Percentage of scrap incurring at the respective manufacturing stepThis cell is for information purposes only.
Cost of scrap incurring at the respective manufacturing step. Scrap
costs will be accumulated in subtotal manufacturing scrap cost.
(see formula)
Total cost of the respective manufacturing step per position in theselected quantity unit (see formula)

Scrap Cost
Manufacturing Step Cost
Subtotal Manufacturing Costs

Sum of the costs of all manufacturing steps in the selected quantity
unit

Subtotal Manufacturing Scrap Costs

Sum of the scrap costs of all manufacturing steps in the selected
quantity unit

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Setup Costs
Overview

Setup Costs
Pos.

Manufacturing Steps[Designation]

Manufacturing Lot Size
[pcs]

Setup Time[h]

Setup Labor Hourly Rate
[EUR/h]Working System Hourly Rate
[EUR/h]Setup Cost
[EUR]

Residual Manufacturing
Overhead[%]

Setup Cost
[EUR/100 pcs]

1

0,00000,00002

0,00000,000030,00000,000040,00000,000050,00000,0000In the headlines, the requested
information is described. They can
not be edited.

Subtotal Setup Costs [EUR/100 pcs]:

0,0000Total Scrap Costs [EUR/100 pcs]:

0,0000Subtotal Production Costs [EUR/100 pcs]:

0,0000

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLICThe subtotals are calculated
automatically and separated by
setup-, scrap- and production costs.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Setup Costs
Overview

Name

Remarks

Manufacturing Steps

Select a manufacturing step by activating the drop-down menu. On the second page of the Excel
spreadsheet, you can find an overview of all available manufacturing steps.
If you can not find the proper manufacturing step, choose “others/miscellaneous”.
Note: The manufacturing steps in the “Setup Costs” section refer to the respective manufacturing steps
in the “Manufacturing Costs” section (see p. 22).

Manufacturing Lot Size

Number of pieces per manufacturing lot

Setup Time

The setup time includes all efforts of the setup / retooling process of the working system. The setup timemust be filled in absolute hours.

Setup Labor Hourly Rate

The labor costs (including labor burden) per hour for workers during setup (correlated with labor
utilization losses)

Working System Hourly Rate

Costs which a machine causes during one hour of operation correlated with utilization losses (including
imputed depreciation and interest, cost of maintenance and insurance, space cost of the working system
and auxiliary and operating materials)

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Setup Costs

Name

Remarks
Absolute setup costs including all costs caused by the setup / retoolingprocesses of the working system (e.g., labor- and working systemcosts). (see formula)

Setup Cost (without Overheads)

Residual Manufacturing Overhead

Residual Manufacturing Overheads include all manufacturing costs thatcannot be directly allocated (including e.g., indirect labor, generalequipment and auxiliary areas, as well as indirect materials andauxiliary and operating supplies).

Setup Cost

Setup costs per position in the selected quantity unit (see formula)
Sum of the setup costs of all manufacturing steps in the selected
quantity unit
Sum of material scrap costs and manufacturing scrap costs in theselected quantity unit

Subtotal Setup Cost
Total Scrap Costs

Sum of material costs, manufacturing costs, setup costs and total scrap
costs in the selected quantity unit

Subtotal Production Costs

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Product Specific Allocation
Overview

In the headlines, the requested
information is described. They can
not be edited.

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLICThe subtotals are calculated
automatically.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Product Specific Allocation
Overview

Name

Remarks

Designation

Designation of costs to be allocated in piece price (ONLY in English)

Manufacturing Steps

Select the manufacturing step for which the respective tool / device, etc. isneeded.
If you can not find the proper manufacturing step, choose“others/miscellaneous”.
Note: The manufacturing steps in the “Product Specific Allocation” sectionrefer to the respective manufacturing steps in the “Manufacturing Costs”
section (see p. 22).

Cost

Costs of the respective designation

Allocation Quantity

Number of parts over which the costs for the respective designation areallocated.

Allocation Cost

This field shows the allocation costs for the selected price quantity unit. (seeformula)Subtotal Allocation Costs

Sum of all allocation cost parameters in the selected quantity unit . This
number will be considered in the Overhead cost's calculation.
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
14
19

25
29
32

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46
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One-time Payments
Overview

One-time Payments
Pos.

Designation[e.g., Tooling, Devices,
Research & Development, Validation, etc.]

Lifetime in Cycles
[pcs]

Cost
[EUR]

1
2
3
4
5
6

7

Total One-time Payments [EUR]:

In the headlines, the requested
information is described. They can
not be edited.

These cells need to be filled out by
the supplier.

PUBLIC

0,00

These cells contain total prices.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

One-time payments
Overview

Name

Remarks

Designation

Exact designation of costs to be paid up front (ONLY in English)

Lifetime in Cycles

Lifetime of the respective tool and / or device, etc. in cycles

Cost

Costs of the respective tool, device, etc.

Total One-time Payments

Sum of all one-time payments

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
14
19

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32

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46
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Overheads
Overview

Overheads
SG&A

Profit on Material

Profit on Value Add
Allocation Costs[Allocation Cost/100 pcs]

Base 1%

Base 20,0000%0,0000[EUR / 100 pcs]

Base 3%0,0000[EUR / 100 pcs]

0,0000[EUR / 100 pcs]

[EUR / 100 pcs]

0,0000Subtotal Overhead Costs [EUR/100 pcs]:

In the headlines, the requested
information is described. They can
not be edited.

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLICThe subtotals are calculated
automatically.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Overheads
Overview

Name

Remarks

SG&A

The sales, general and administration costs are expressed as apercentage of production costs. For example, they include costs forcentral expenses such as business function costs and costs of
distribution or storage of finished goods. (see formula)Profit on Material

Percentage of profit on total material costs without the sum ofsurcharges (see formula)Profit on Value Add

Percentage of profit on the sum of manufacturing costs and setup
costs (see formula)

Allocation Costs

The sum of allocation costs appears here. In the second line, theselected price unit and quantity are shown.

Subtotal Overhead Costs

Sum of all overhead cost parameters in the selected quantity unit

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
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46
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Terms of Payment and Delivery
Overview

Terms of Payment and Delivery
Packaging[EUR/100 pcs]

Payment Terms[days][EUR / 100 pcs]

Duty

Transport[EUR/100 pcs]
Base

%
0,00%

Subtotal Terms of Payment and Delivery Costs [EUR/100 pcs]:

In the headlines, the requested
information is described. They can
not be edited.

0,0000

These cells are calculated
automatically based on the data
given by the supplier.

These cells need to be filled out by
the supplier.

PUBLICThe subtotals are calculated
automatically.

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Terms of Payment and Delivery
Overview

Name

Remarks

Packaging

Costs of packaging material for the selected quantity unit
(see formula)

Transport

Costs of logistics for the selected quantity unit according
to Incoterms (see formula)Duty

All efforts of customs & duty. Please state the base andthe costs in the selected quantity unit, the percentage
will be calculated automatically. (see formula)

Payment Terms

Conditions of Payment, please select payment days per
drop-down menu in the first line. In the second line,
please enter the cost.

Subtotal Terms of Payment and Delivery Costs

Subtotal of all terms of payment and delivery cost
parameters in the selected quantity unit

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

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32

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PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Total Price
Overview

Total Price [EUR/100 pcs] (Price after reduction steps):

0,0000

These green cell contains the total
price w/o sum of material
surcharges.
After filling in the required information, the total price for the selected quantity of pieces iscalculated automatically.
This price refers to the total price after the agreed reduction steps on peak volume but
without the sum on material surcharges.

These surcharges, which are being passed directly through, will be shown in a separate
box beneath the total price

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
14
19

25
29
32

35
38
41
43
46
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

13 Remarks & Degree of Filling

Remarks
Overview

Remarks
Additional information to CPR, given by supplier[only in English]

In the headlines, the requested
information is described. They can
not be edited.

• Additional information can be placed in the “Remarks” – Box.
• Furthermore, important background information in line with thecorresponding quotation must be mentioned here.
• This section is to be filled by the supplier ONLY in English.

These cells need to be filled out by
the supplier.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Degree of Filling
Overview

Degree of Filling:
[%]

0%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

• The degree of filling / quality will be shown here.

• The degree of filling shows us your cost transparency.
• If you do not have any costs you can list in certain fields, please enter “0” in these fields to make sure that you do not negatively affect the degree offilling.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Contents

1 Benefits of the Cost Parameter Request
2 General Explanations
3 Structure of the CPR
4 Header5 Material Costs
6 Manufacturing Costs
7 Setup Costs
8 Product Specific Allocation
9 One-time Payments
10 Overheads
11 Terms of Payment and Delivery
12 Total Price
13 Remarks & Degree of Filling
14 Formulary

3

5
8
10
14
19

25
29
32

35
38
41
43
46
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Formula – Material Costs
Please click on the formulas to get back to their respective explanation in the user manual.

1) Material Cost = (Gross Weight per Part × Material Base Price + Material Base Price × Gross Weight per Part ×
Quantity Unit
2) Material Cost of Purchased Parts / External Processes = (Quantity × Price + Quantity × Price ×

Material Overhead)×

Material Overhead
100

100

) × Quantity Unit

3) Reimbursement:
1) If Gross Weight per Part > Net Weight per Part: Calculation of Material Costs as shown in Material Costs formula2) If Gross Weight per Part < Net Weight per Part: Gross Weight per Part is replaced by Net Weight per Part
Material Overhead→ (Net Weight per Part × Material Base Price + Material Base Price × Net Weight per Part ×)100
× Quantity Unit

Amount is substracted4) Scrap Cost = Material Cost per position × Scrap Rate per position
5) Error message: If you fill “Material Price” and “Purchased Parts / External Processes” at once, an error message will appear
In SupplyOn, the error message is shown as “9999999999”
PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Formulary – Manufacturing Costs
Please click on the formulas to get back to their respective explanation in the user manual.

1) Working System Cost per Part =Working System Hourly Rate
Cycle time
×
3600
Parts per Cycle

2) Headcount at Working System =Number of Workers
× 100
Number of Supervised Working Systems

3) Labor Cost per Part =Direct Labor Hourly Rate Headcount at Working System
Cycle Time
×
×
3600
100
Parts Per Cycle

4) Scrap Cost = Manufacturing Step Cost × Scrap Rate

5) Manufacturing Step Cost = (Working System Cost per Part + Labor Cost per Part) × (1 +PUBLIC

Residual Manufacturing Overhead) × Quantity unit100

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Formulary – Setup Costs & Product Specific Allocation
Please click on the formulas to get back to their respective explanation in the user manual.

Setup Costs
1) Setup Costs1 = (Setup Labor Hourly Rate + Working System Hourly Rate) × Setup Time2)

Setup Costs2 =𝑅𝑒𝑠𝑖𝑑𝑢𝑎𝑙 𝑀𝑎𝑛𝑢𝑓𝑎𝑐𝑡𝑢𝑟𝑖𝑛𝑔 𝑂𝑣𝑒𝑟ℎ𝑒𝑎𝑑+Setup Costs1
100

Setup Costs1×

Manufacturing Lot Size× Quantity Unit

Product Specific Allocation
1) Allocation Cost per position =Cost× Quantity Unit
Allocation Quantity

1without Residual Manufacturing Overheads
2including Residual Manufacturing Overheads

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Formulary – Overheads & Terms of Payment and Delivery
Please click on the formulas to get back to their respective explanation in the user manual.

Overheads

Terms of Payment and Delivery

1) SG&A = Base 11 × Percentage of SG&A

1) Packaging Percentage =2) Profit on Material = Base 22 × Percentage of Profit on Material

Packaging Costs
Subtotal Production Costs

2) Transportation Percentage =Transportation Costs
Subtotal Production Costs

3) Profit on Value Add = Base 33 × Percentage of Profit on Value Add3) Duty Percentage =4) Allocation Costs = Subtotal Allocation Costs

Duty Costs
Duty Base

Surchages
1) Surchages not incl. in part price = Gross Weight per Part x
Surchage Material Price
1Base 1: Production Costs
2Base 2: Subtotal Material Costs without sum of Surcharges

3Base 3: Subtotal Manufacturing Costs + Subtotal Setup Costs

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Thank you!
Because yesterday we were alreadythinking about tomorrow.

PUBLICAll rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.