June 1, 2026 · 17 min read
Factory Acceptance Test China Machinery: Buyer Checklist Before Balance Payment
A practical factory acceptance test checklist for overseas buyers approving customized or high-value machinery from China before balance payment and shipment.
A plant engineering manager in the Middle East has ordered a customized filling and capping line from a Chinese supplier. The machine is almost finished, the supplier asks for balance payment, and the buyer has received several short test videos. The problem is that the videos do not show the buyer's real bottle size, target speed, electrical configuration, safety guards, spare parts, or rejection process. If the buyer approves shipment without a structured factory acceptance test, a missing option, weak component substitution, or failed production-speed test may only become visible after the equipment arrives on site.
This guide is for overseas buyers who need a factory acceptance test China machinery process before releasing balance payment, packing, or shipment. A FAT cannot replace destination-market compliance advice, site commissioning, or a full site acceptance test. It can, however, turn vague "machine ready" claims into a written acceptance file that links the purchase order, drawings, test plan, video evidence, inspection notes, and corrective actions.
Key takeaways
- A factory acceptance test should be agreed before production is complete, not improvised after the supplier says the machine is ready.
- FAT evidence should prove that the machinery matches the purchase order, approved drawings, test material, control settings, safety expectations, and agreed performance criteria that can be tested at the factory.
- For customized or high-value machinery, FAT is narrower than final site commissioning but deeper than a simple machinery pre-shipment inspection China photo check.
- Component changes, missing test conditions, incomplete documents, or unresolved non-conformities should pause balance payment or shipment approval until the buyer has reviewed the impact.
- QING SHAN can coordinate supplier communication, FAT preparation, third-party inspection communication, photo/video evidence collection, and logistics document follow-up, but buyer engineers, qualified inspectors, certification bodies, testing labs, customs brokers, lawyers, and destination-market advisers must confirm specialist requirements.
Procurement stage map
Factory acceptance testing belongs mainly to the production and inspection stages, but the decision points start earlier.
| Procurement stage | FAT-related buyer question | Decision affected |
|---|---|---|
| Sourcing | Can the supplier explain how similar equipment is tested before shipment? | Whether to shortlist the supplier |
| Quotation | Are performance criteria, test material, utilities, options, and documents included in the offer? | Whether quotations are comparable |
| Sample or drawing approval | Has the buyer approved the version that will become the test baseline? | Whether production can start |
| Production | Are component changes, layout changes, or software changes controlled in writing? | Whether the supplier may continue without reapproval |
| Inspection or FAT | Does the machine pass the agreed test plan under factory-testable conditions? | Whether to approve balance payment, rework, retest, packing, or shipment |
| Shipping | Are packing, manuals, nameplates, spare parts, and documents consistent with the accepted machine? | Whether to release cargo and documents |
| After-sales or commissioning | Which open issues must be checked after arrival? | Whether site installation and SAT can proceed smoothly |
1. When does a machinery order need FAT instead of a basic pre-shipment inspection?
A basic pre-shipment inspection can be enough for repeat parts, standard accessories, simple visual checks, or low-risk orders where the buyer mainly needs quantity, appearance, packing, and document consistency. A factory acceptance test is more appropriate when the buyer needs evidence that the machine performs a defined function before it leaves China.
Good FAT candidates include:
- Customized machinery built around buyer drawings, recipes, materials, bottle sizes, molds, fixtures, voltage, layout, or control logic.
- High-value equipment where return, rework, or local modification would be expensive.
- Production line equipment with several linked stations, conveyors, sensors, guards, rejected-product handling, or software settings.
- Machines where speed, accuracy, temperature, pressure, filling volume, cutting dimension, labeling position, or other measurable output matters.
- Orders where the supplier changed components before shipment and the buyer needs to understand whether the change affects performance, spare parts, warranty, or compliance.
What good looks like:
- The purchase order or technical appendix says which tests must pass before balance payment or shipment release.
- The supplier confirms what can be tested at the factory and what must wait until site installation.
- The buyer defines measurable acceptance criteria instead of asking the supplier to "test everything."
- Test videos, photos, records, and corrective-action notes are organized by order number and revision date.
What bad looks like:
- The supplier sends a short no-load video and calls it FAT.
- The buyer approves shipment before seeing the machine run with agreed material or a documented substitute.
- The supplier says the real performance can only be checked after arrival, even though the quotation promised factory testing.
- The buyer discovers missing options, different components, or incomplete manuals only after packing.
2. What should be agreed before the FAT date?
A factory acceptance test is only useful if the supplier, buyer, and inspector understand the same test baseline. Before setting the FAT date, the buyer should freeze the version of the machine being tested.
Use this pre-FAT planning checklist:
| Planning item | What to confirm | Who should confirm |
|---|---|---|
| Test baseline | Purchase order, proforma invoice, approved drawing, layout, technical sheet, software version, option list | Buyer and supplier |
| Test scope | Visual check, component check, utility check, safety function check, dry run, loaded test, output measurement, document review | Buyer, supplier, inspector |
| Test material | Buyer-supplied material, supplier-prepared material, substitute material, quantity needed, acceptance limits | Buyer engineering team and supplier |
| Utilities | Voltage, phase, frequency, air pressure, water, steam, raw material, fixtures, tooling, operators | Supplier |
| Performance criteria | Speed, accuracy, capacity, reject rate, temperature, pressure, cycle time, alarm response, or other measurable items | Buyer engineering team |
| Recording method | Photos, continuous video, close-up video, measurement sheet, signed checklist, non-conformity log | Buyer, supplier, inspector |
| Payment impact | Pass, conditional pass, hold for rework, retest required, shipment not approved | Buyer commercial team |
| Open-issue rules | Which issues can be closed by photo, which need video, which need retest, which must wait for site acceptance | Buyer and supplier |
Avoid scheduling FAT when the supplier has not prepared material, utilities, operators, accessories, manuals, spare parts, or measuring tools. A rushed test often produces a weak report that does not support a confident payment decision.
3. How should buyers define acceptance criteria without overcomplicating the test?
Acceptance criteria should match the order risk. A buyer does not need a laboratory protocol for every machine, but the test should be specific enough that pass, conditional pass, and fail are clear.
Start with the buyer's production use case:
- What product or material will the machine process?
- What output, tolerance, speed, or capacity is commercially necessary?
- Which safety functions must be visible before shipment?
- Which components, brands, nameplates, or models were agreed?
- Which documents must be ready before packing?
- Which issues can be corrected after arrival without stopping commissioning?
Then convert the answers into measurable FAT points:
| FAT item | Good acceptance wording | Weak acceptance wording |
|---|---|---|
| Product match | Machine model, layout, voltage, and option list match approved order documents | Machine looks OK |
| Component check | Main motors, PLC, sensors, pumps, or other agreed parts match the approved component list or written substitutes | Components are standard |
| Loaded test | Machine runs agreed test material for agreed duration or quantity, with output measured and video recorded | Supplier sends running video |
| Accuracy or quality | Finished sample measurements are recorded against buyer-defined tolerances | Sample appears acceptable |
| Safety functions | Emergency stop, guards, interlocks, alarms, and warning labels are checked where factory-testable | Safety is confirmed |
| Documents | Manual, wiring diagram, spare parts list, packing details, and certificate copies are listed and attached where available | Documents will be sent later |
Buyers should be careful with requirements that the factory cannot realistically test. For example, site integration, destination-market approvals, long-term reliability, local operator training, and final production recipes may require site acceptance testing, buyer engineering review, qualified labs, certification bodies, or local advisers.
4. What evidence should the buyer request during FAT?
Evidence should help the buyer reconstruct what was tested, under what conditions, and what result was accepted. A folder of unlabeled photos is not enough for a high-risk machinery decision.
Request evidence from each party:
- From the supplier: finished machine photos, nameplate photos, component photos, test setup photos, utility conditions, test material details, output samples, measurement records, software or control settings where relevant, manual, wiring diagram, spare parts list, packing plan, and corrective-action responses.
- From the inspector or FAT witness: checklist, test sequence, observation notes, measurement records, non-conformity photos, video list, retest recommendation, and final acceptance summary.
- From the buyer engineering team: approved specification, critical test criteria, acceptable substitute material rules, defect severity definitions, and decision on conditional acceptance.
- From the freight forwarder: crate dimensions, gross weight, pickup timing, loading requirements, and any handling constraints that affect packing.
- From the customs broker or destination adviser: product description needs, regulated-product concerns, invoice wording, certificate relevance, labeling requirements, and import documentation questions.
- From labs or certification bodies where applicable: required test scope, sample requirements, report validity, and whether supplier documents are sufficient for the destination market.
The evidence checklist should separate supplier claims from independently witnessed observations. Supplier-run tests can be useful, but a buyer should know whether a third party witnessed the test, whether the test used buyer-approved criteria, and whether failed points were retested after correction.
5. What should pause balance payment or shipment approval?
Not every FAT issue should stop an order. Minor paint marks, small labeling corrections, or document formatting issues may be acceptable if they are corrected before packing. The buyer should pause payment or shipment when the issue affects performance, safety, specification, import readiness, or the buyer's ability to verify the order.
Red flags that should pause payment, shipment, supplier approval, or document release:
- The supplier refuses a reasonable FAT or insists on packing before agreed test evidence is provided.
- The machine cannot run the agreed material, output, speed, or basic function under factory-testable conditions.
- Component brands, models, materials, software versions, voltage, phase, guards, sensors, or accessories differ from the approved specification without written buyer approval.
- The supplier changed components before shipment and cannot explain technical impact, spare-part impact, certificate impact, warranty impact, or price impact.
- The inspection or FAT checklist is generic and does not mention the actual order, model, drawing, or purchase order.
- Safety functions, emergency stops, guards, alarms, warning labels, or operating protections are missing where they were agreed or visibly required for the equipment type.
- Manuals, wiring diagrams, spare parts lists, certificate copies, packing details, or nameplate photos are promised but not provided before packing.
- The supplier pressures the buyer to approve balance payment because the cargo is "ready" while open FAT items remain unresolved.
- The supplier refuses rework photos, retest videos, or a clear corrective-action deadline after a failed point.
For regulated, safety-critical, pressure, lifting, electrical, food-contact, medical, hazardous, or destination-controlled machinery, QING SHAN can help collect supplier-side evidence, but the buyer should involve qualified advisers before accepting the order.
6. How should buyers manage component changes found before shipment?
Component changes are common in machinery sourcing because suppliers may face availability, lead time, price, or configuration constraints. A substitute may be acceptable, but it should not be hidden inside a finished machine.
Use this component-change review template:
| Question | Evidence to request | Buyer decision |
|---|---|---|
| What changed? | Original component and proposed component model, brand, rating, datasheet, photos | Identify whether the change is commercial, technical, or compliance-related |
| Why did it change? | Supplier explanation, availability note, production reason, timing | Decide whether the change was avoidable or urgent |
| What is affected? | Performance, speed, accuracy, safety function, spare parts, warranty, certificate, manual, wiring diagram | Send to buyer engineer or relevant adviser |
| Is the substitute equal or better? | Side-by-side technical comparison, supplier declaration, inspector observation where possible | Accept, reject, or request alternative |
| Does price or lead time change? | Revised quotation or written no-change confirmation | Update commercial records |
| How will it be tested? | FAT test point, photo, video, measurement, retest record | Decide whether shipment can proceed |
| How will documents change? | Manual, spare parts list, invoice description, certificate copy, packing list where relevant | Keep the procurement file consistent |
Good component-change control is written, dated, and tied to a decision. Bad component-change control is a chat message saying "same quality" with no datasheet, no test evidence, and no buyer approval.
7. What practical FAT acceptance matrix can a buyer use?
The following matrix can be copied into an RFQ, purchase order appendix, or pre-FAT email. It should be adapted by the buyer's technical team before use.
| FAT point | Acceptance evidence | Result options | Payment or shipment rule |
|---|---|---|---|
| Machine identity | Photos of full machine, model plate, serial number, control cabinet, option list | Pass / hold | Hold if model or option list does not match approved order |
| Main components | Photos and list of agreed motors, PLC, sensors, pumps, electrical parts, or other key components | Pass / conditional pass / hold | Conditional only if buyer approves substitute in writing |
| Utility setup | Voltage, phase, frequency, air, water, pressure, material, tooling, fixtures documented | Pass / hold | Hold if test conditions are not representative enough for buyer decision |
| Dry run | Startup, shutdown, alarms, emergency stop, guards, basic movement shown | Pass / rework / retest | Retest after correction for safety or control issues |
| Loaded run | Agreed material or approved substitute tested with video and measurement records | Pass / conditional pass / retest | Hold balance payment if core performance cannot be shown |
| Output quality | Samples, dimensions, weight, fill volume, cut quality, label position, or other output criteria checked | Pass / rework / retest | Rework or retest if critical tolerance fails |
| Accessories and spare parts | Photos and list of tools, consumables, spare parts, manuals, cables, molds, fixtures | Pass / correct before packing | Do not pack until missing items are photographed or listed |
| Documents | Manual, wiring diagram, packing details, certificate copies where applicable, inspection record | Pass / correct before shipment | Correct before document release or shipment approval |
| Open issues | Non-conformity log with owner, action, evidence required, deadline | Closed / open | Shipment only after buyer accepts closure plan |
Sample pre-FAT email questions
Buyers can send a concise email before the test:
> Please confirm the FAT date, machine serial number, approved drawing version, test material, utility setup, operator availability, and the checklist you will use. Before balance payment, we need photos of the completed machine, main components, nameplate, control cabinet, accessories, spare parts, manuals, packing plan, and a video of the loaded test using the agreed material or approved substitute. Please also list any component, software, layout, or document changes compared with the approved quotation and drawing.
This email does not replace a full technical specification. It gives the supplier a clear evidence list and makes it harder for important changes to disappear inside informal chat.
Evidence checklist
Before approving balance payment or shipment, buyers should collect:
- Purchase order, proforma invoice, approved drawing, approved layout, and final technical sheet.
- FAT checklist with test sequence, acceptance criteria, result, responsible person, and date.
- Photos of machine exterior, nameplate, control panel, key components, guards, accessories, spare parts, and packing preparation.
- Videos of startup, emergency stop where safe to test, dry run, loaded run, output sample, rejection process, and any corrected issue.
- Measurement sheet for speed, accuracy, output size, weight, fill volume, pressure, temperature, or other order-specific criteria.
- Component-change log with buyer approval for any substitute.
- Non-conformity list, corrective-action evidence, retest evidence, and buyer acceptance decision.
- Manuals, wiring diagrams, spare parts list, certificate copies where applicable, packing list draft, crate dimensions, gross weight, and shipping marks.
- Written service-boundary notes showing which points are accepted at FAT and which must be checked during installation, commissioning, SAT, lab testing, or destination compliance review.
Common mistakes overseas buyers make
- Asking for a FAT only after the supplier has already packed the machine.
- Treating a short video as proof of performance without checking test material, control settings, speed, duration, or output.
- Letting the supplier choose all acceptance criteria without buyer engineering input.
- Accepting component substitutions without checking datasheets, spare parts, manuals, certificates, warranty, and test impact.
- Mixing commercial acceptance and technical acceptance in one vague message such as "OK to ship."
- Forgetting to include accessories, tooling, molds, fixtures, manuals, spare parts, and consumables in the FAT scope.
- Assuming factory acceptance means destination-market compliance, customs clearance, site installation, or long-term performance is guaranteed.
- Failing to keep a dated acceptance file that can support rework, warranty discussion, insurance questions, or future repeat orders.
How QING SHAN can help
QING SHAN INTERNATIONAL TRADING COMPANY LIMITED supports overseas buyers that need clearer quality control coordination for machinery sourcing China projects. For customized equipment, production line equipment, factory equipment, packaging machinery, and related spare parts, we can help coordinate supplier communication, prepare FAT question lists, follow up missing evidence, organize photo and video requests, compare supplier replies against the purchase order, and keep inspection, packing, and document issues visible before shipment.
We can also coordinate communication with third-party inspection providers, freight forwarders, and supplier contacts when the buyer wants a more structured pre-shipment process. We do not guarantee that a machine will be risk-free, that a supplier will pass every test, that customs clearance is guaranteed, or that specialist compliance requirements are satisfied. Buyer engineers should confirm technical acceptance criteria. Qualified inspectors should confirm inspection methods. Certification bodies or testing labs should confirm regulated-product evidence. Customs brokers should confirm import classification and destination documentation. Lawyers or destination-market advisers should review contractual, liability, safety, or legal questions where needed.
If your team is preparing a factory acceptance test for machinery sourced from China, send QING SHAN the product specification, purchase order, supplier quotation, approved drawings, destination country, expected shipment date, and open technical questions. We can help turn scattered supplier replies into a practical FAT coordination file before balance payment or shipment approval.
Related QING SHAN guides
- Supplier component changes before shipment: buyer checklist
- Pre-shipment inspection checklist for machinery orders from China
- China supplier communication problems: escalation checklist before payment and production
- Commercial invoice and packing list checklist for machinery imports from China
- Contact QING SHAN with your FAT checklist and open supplier questions
FAQ
Is a factory acceptance test the same as a pre-shipment inspection?
No. A pre-shipment inspection may focus on quantity, appearance, packing, basic function, and document consistency. A factory acceptance test is usually more specific to machinery performance, approved configuration, test conditions, acceptance criteria, and corrective actions before shipment.
Should every machinery order from China require FAT?
Not every order needs the same level of FAT. Standard low-risk equipment may need a simpler final inspection. Customized, high-value, production-critical, safety-sensitive, or performance-sensitive machinery usually needs a more structured acceptance test before balance payment or shipment release.
Who should define FAT acceptance criteria?
The buyer's engineering or operations team should define the technical criteria, with input from the supplier and, where needed, an inspector, lab, certification body, or destination-market adviser. A sourcing coordinator can help organize communication, but should not replace technical approval.
What if the supplier says the real test can only happen after installation?
Some items genuinely require site conditions and should be checked during site acceptance testing. The buyer should still ask what can be tested at the factory: identity, components, dry run, partial loaded run, safety functions where practical, documents, accessories, packing, and open issue tracking.
What should I do if the supplier changed components before shipment?
Ask for the original and substitute model, datasheets, photos, reason for change, technical impact, spare-parts impact, warranty impact, certificate impact, and whether price or lead time changed. Do not approve shipment until buyer engineering or relevant advisers review any critical change.
Can QING SHAN arrange a third-party FAT witness?
QING SHAN can help coordinate communication with inspection providers and suppliers, collect evidence requirements, and follow up FAT scheduling. The buyer should approve the inspection scope, acceptance criteria, and technical decision rules before any third-party witness or inspector starts work.
Does passing FAT guarantee customs clearance or compliance?
No. FAT is a factory-stage acceptance process. Customs classification, import documentation, product compliance, safety certification, labeling, and destination-market rules should be confirmed by customs brokers, certification bodies, testing labs, lawyers, or qualified destination-market advisers.
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