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Plan management of spare parts: Plan management of spare parts is a comprehensive and integrated approach to the management of such items. It is formulated based on the company’s maintenance plans, technical measures, as well as plans for equipment upgrades and other related projects. 1. Based on the length of the planning period: it can be divided into annual plans, quarterly plans, and monthly plans. 2. By content: It can be divided into comprehensive plans, demand plans, ordering plans, special spare parts plans for major repairs, and spare parts funding plans, etc. 3. By type of spare parts and source of supply: it can be divided into plans for industrial and mining accessories, specialized accessories, outsourced accessories, self-manufactured accessories, automotive accessories, large-scale cast and forged parts, and accessories ordered from abroad, etc. A complete and accurate plan for spare parts is not only an integral part of a company’s production, technical, and financial plans, but it is also an essential condition for equipment maintenance and for ensuring the smooth operation of the business. I. Annual Comprehensive Plan The annual comprehensive plan is a comprehensive professional plan formulated based on the company’s annual production, technical, and financial plans. It mainly includes the following contents. 1. Spare parts requirement plan: The spare parts requirement plan is the most fundamental type of plan; it outlines all the spare parts needed by various workshops and equipment over the course of a year. It serves as the basis for preparing other related spare parts plans. The main contents include: (1) Spare parts required for the maintenance and preventive maintenance of equipment in use ； (2) Spare parts required for measures such as technical measures, safety measures, and environmental protection measures ； (3) Spare parts are required for equipment renovation ； (4) Self-made update equipment requires spare parts. 2. Spare parts ordering plan: The spare parts ordering plan is prepared based on the spare parts demand plan. 3. Special spare parts plan for annual shutdown overhauls: The special spare parts plan for annual shutdown overhauls is a plan specifically prepared for the company’s annual plant-wide shutdown overhauls; it represents a one-time allocation of spare parts for such purposes. 4. Spare parts funding plan: The funding plan reflects the funds required for various spare parts, and it is a plan that outlines the expected increases or decreases in the funds tied up in inventory over a certain period of time. Sometimes, plans for temporary individual items or for dealing with accumulated, excess, or surplus funds are also prepared at the request of the finance department. II. Preparation of spare parts plans: Developing a spare parts plan involves systematically organizing all the activities related to spare parts, from identifying the need for them to ensuring their availability for use. It enables coordinated planning of these activities and integrates various aspects of spare parts management in order to support maintenance and production processes. 1. Formulation of spare parts requirements plans: Currently, there are three methods for preparing such plans. Method 1: Based on the spare parts inventory quota and consumption quota. Where the required reserve as specified by the reserve quota is not actually available, or where the inventory level is below the reserve quota, the amount of spare parts that will be consumed during the ordering cycle, calculated based on the consumption quota, shall be added to the spare parts requirement plan ； In addition, there is also the portion that has no fixed quota or is not included within such quotas, such as the spare parts required for technical upgrades, equipment modifications, safety measures, and environmental protection initiatives. Method 2: Based on the workshop’s annual plans for major, medium, and minor equipment repairs, while taking into account factors such as the designated spare parts inventory levels and the recorded consumption of inventory, as well as the spare parts required for equipment upgrades and technical improvements during the year, the department responsible for spare parts conducts a comprehensive analysis, balancing, and verification. This process results in a more detailed annual plan for spare parts needs. Method 3: There are no complete reserve quotas or consumption quotas, and spare parts management is scattered across multiple parties; as a result, some spare parts are included in the planning process while others are not, which objectively creates a situation where \"what is needed becomes the plan\". 2. Preparation of the spare parts ordering plan: The total amount to be ordered for spare parts is determined by taking the quantity specified in the spare parts requirement plan, subtracting the amount that has already arrived, subtracting the quantity scheduled for delivery under contracts (including those currently in transit), and then subtracting the amount that can be obtained by repairing existing parts ； Then, a categorized ordering plan is formulated based on different channels; therefore, the spare parts ordering plan is a summary of these categorized plans. Although it originates from the spare parts requirement plan, it is different from the spare parts requirement plan. 3. Formulation of the annual spare parts plan for major overhauls. Developing a dedicated annual spare parts plan for major overhauls is crucial for ensuring the smooth progress of maintenance work and minimizing the occupation of working capital. Spares specifically for annual overhauls are prepared for such overhauls and are considered one-time consumable parts; therefore, they are not part of the regular inventory. In principle, it should be consumed 100% as planned; if it cannot be consumed, it should be offset from the funds designated for major repairs or stored separately. 4. Preparation of the spare parts funding plan: The basis for preparing this plan are the spare parts contracts, the planned maintenance tasks in the workshop, as well as plans related to technical improvements, safety measures, and equipment upgrades. The spare parts funding plan helps to make effective use of working capital within designated limits and ensures proper management of it, while also providing a basis for the finance department to formulate plans. III. Review, implementation, revision, and inspection of spare parts plans 1. Review of spare parts plans All prepared spare parts plans must be reviewed; this is a necessary procedure for them to be approved and put into effect. Its review mainly refers to leadership review. 2. Implementation of the spare parts plan: Once the spare parts plan has been reviewed and approved, it must be implemented strictly. It is necessary to ensure that all spare parts plans are implemented. 3. Revision and adjustment of spare parts plans: Due to incomplete understanding of the actual situation or changes in equipment maintenance plans, it is normal for there to be changes, revisions, and adjustments to the spare parts plans. 4. Inspection of the spare parts plan: The implementation of the spare parts plan should be regularly checked, and any issues that arise with the plan itself or during its execution must be addressed promptly. IV. Statistics and Analysis of Spare Parts The statistics of spare parts is an important part of spare parts planning management, and it serves as a powerful tool for understanding and studying the objective laws underlying spare parts management. Through the accumulation and comprehensive analysis of statistical data, it can provide guidance for revising reserve and consumption quotas as well as improving the planning management of spare parts. 1. How to do a good job in spare parts statistics: First, establish a statistical system based on the statistical requirements set by higher-level departments and the management needs of the enterprise, and formulate specific rules regarding the various aspects of spare parts statistics as well as the statistical work related to spare parts warehouses. Full-time or part-time statisticians should be designated, and their positions must be stable. Part-time staff need to be given some time to carry out statistical work. It is important to focus on the accumulation of original materials and data to provide reliable information for statistical work. 2. The main tasks of spare parts statistics are to comprehensively, accurately, and timely reflect aspects such as the receipt, issuance, inventory, quantity, quality, and funding of various spare parts, thereby preparing monthly, quarterly, and annual statistics. As required by higher-level authorities, submit various spare parts statistics reports in a timely and accurate manner. Provide statistical data for the enterprise’s statistics department. Statistically track the monthly inflow, outflow, and inventory of spare parts by piece, ton, or yuan ； Status of spare parts planning (including funding plans and in-house production plans), etc. To provide frontline information for leadership and spare parts management personnel, serving as a basis for analyzing the company’s economic activities and improving spare parts management. 3. Analysis of statistical data: Through the accumulation and scientific analysis of statistical data, it is possible to identify certain objective patterns in spare parts management, as well as understand the inherent connections between this task and other activities. This enables the accumulation of experience that can guide future practical work and improve management levels. When analyzing spare parts statistics, the following points should be noted: (1) By comparing the income and issuance of spare parts, abnormal consumption should be excluded to determine whether the stock levels are in line with the established consumption quotas ； (2) By analyzing the inventory funds, identify the reasons for increases and decreases, and conduct comparative analysis ； Check whether the use of funds is reasonable ； (3) By using numerical analysis and comparison of historical consumption amounts, reserve levels, and funds allocated, identify the patterns of wear and the objective laws governing planned management ； (4) An analysis of the arrival of spare parts over different periods, to assess how spare parts support equipment maintenance and to coordinate the relationship between the two ； Improve the management of accessories through the analysis of various data.