FAT and SAT Checklist for Accepting a Food, Beverage or Herbal Processing Line

FAT (Factory Acceptance Test) is acceptance testing at the supplier's factory before shipment; SAT (Site Acceptance Test) is acceptance at the buyer's site after installation. Both must follow criteria agreed in writing at contract signing: technical documents, material and weld checks, control and safety tests, loaded test runs, and capacity and quality measurement. This guide gives a step-by-step checklist and the common mistakes to avoid.

Acceptance testing lets the buyer confirm that a line does what was promised before final payment and production start. In a turnkey project, Machinex Vietnam includes commissioning, FAT and handover as part of the delivery. Below is how a buyer can prepare and check so that no important item is missed.

Technician checking and adjusting equipment in a production area (illustration, Machinex)
Technician checking and adjusting equipment in a production area (illustration, Machinex)

How do FAT, SAT and commissioning differ?

StepWhere and whenPurposeWho takes part
FATAt the supplier's factory, before packing and shippingConfirm equipment is built to design, works as specified and is safeSupplier, buyer's representative, operating engineers
Installation and commissioningOn site, after installation and utility connectionBring the system to stable running and tune parametersInstallation crew, control engineers, operators
SATOn site, after commissioningConfirm the system meets promised capacity and quality with real raw materialBuyer, supplier, quality unit

Before FAT: documents to agree

  • User requirement specification (URS): product, capacity, raw material, hygiene standard.
  • Approved layout drawings, process flow diagram and P&ID.
  • Equipment list, materials and stainless steel certificates (for example SUS 304, SUS 316L).
  • FAT and SAT procedures and forms, with pass and fail criteria for each item.
  • Inspection plan: dates, attendees, test material.

FAT checklist

ItemWhat to checkEvidence
Visual and dimensional checkAgainst drawings: dimensions, connection positions, surface conditionRecord, photos
Materials and weldsStainless grade, thickness, ground-smooth welds, surface treatment, no dead legsMaterial certificates, weld photos
Electrical and controlsCabinet, I/O signals, PLC program, screens, alarmsI/O checklist, program copy
SafetyEmergency stop, interlocks, safety valves, protective devicesFunction test record
No-load and loaded runRun with water or substitute material; check leaks, noise, vibrationRecord, video
Performance testCapacity, cycle time, dosing accuracy, temperature, pressureMeasured data, charts
Packing and shippingEquipment protection, marking, packing listPacking list

SAT checklist

ItemWhat to checkEvidence
Installation conditionsFoundation, layout, power, water, steam and compressed air as requiredSite handover record
CalibrationTemperature and pressure sensors, scales, flow metersCalibration certificates
Run with real raw materialProduce real batches to the buyer's recipeBatch record, product samples
Performance acceptanceCapacity, yield, product quality, energy consumptionData, test results
Operator and maintenance trainingBuyer's staff run the line and handle basic faults themselvesTraining record
Handover documentsOperating manuals, as-built drawings, spare-parts list, certificatesDocument set
Punch listRemaining items, deadlines, responsible personsSigned list

Common acceptance mistakes

  • No written criteria: invites disputes about what counts as a pass.
  • Water-only test runs: real material behaves differently, so SAT should use real raw material.
  • Missing documents: no material certificates, as-built drawings or manuals.
  • Ignoring utilities: power, steam or cooling water not ready for the test.
  • Insufficient training: staff cannot run the line alone once the supplier leaves.

Suggested approach in a turnkey project

  1. Agree acceptance criteria when signing the contract.
  2. Invite the buyer's representative to FAT and sign the record.
  3. Fix open points before shipping.
  4. Install, commission and run SAT with real raw material.
  5. Hand over documents, train staff and start the warranty period.

Related reading

Frequently asked questions

What is FAT?

FAT (Factory Acceptance Test) is acceptance testing of equipment at the supplier's factory, against agreed criteria, before shipment.

How is SAT different from FAT?

SAT (Site Acceptance Test) is done at the buyer's site after installation, usually with real raw material, to confirm capacity and quality.

Which documents should be ready before acceptance?

User requirements (URS), approved drawings and P&ID, the equipment list with material certificates, and acceptance forms with pass and fail criteria.

How long does acceptance take?

It depends on the size and complexity of the line; agree the plan and duration of each step in the contract.

Does Machinex carry out FAT and handover?

Yes. In a turnkey solution, Machinex Vietnam performs commissioning, FAT acceptance, training and handover to put the plant into use.

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