# Customer Specific Requirements (CSR) Matrix Worksheet > Source: https://netray.co/tools/customer-specific-requirements-matrix-worksheet > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer An editable matrix of customer specific requirements with owner, evidence and status, exportable to Excel. ## Category quality ## Industry Automotive ## Audience - Quality manager - Supplier quality engineer - Internal auditor ## Tool **Kind:** worksheet **Mode:** editable **Columns:** #### Customer **Key:** customer **Type:** text #### CSR reference **Key:** ref **Type:** text #### Topic **Key:** topic **Type:** select **Options:** - PPAP and APQP - Control plan - Special characteristics - Supplier development - Labelling and packaging - Traceability - Problem solving - Gauges and MSA - Software or data - Other #### Requirement summary **Key:** requirement **Type:** text #### Related IATF clause **Key:** iatf **Type:** text #### Owner **Key:** owner **Type:** text #### Evidence or procedure **Key:** evidence **Type:** text #### Last review **Key:** review **Type:** date #### Status **Key:** status **Type:** select **Options:** - Compliant - Partial - Gap - Not applicable **Rows:** #### PPAP and APQP **Customer:** OEM A **Ref:** A-4.2 **Requirement:** Submit PPAP via customer portal at Level 3 unless stated otherwise **Iatf:** 8.3.4.4 **Owner:** Supplier quality **Evidence:** QP-08 PPAP procedure **Review:** 2026-09-10 **Status:** Compliant #### Special characteristics **Customer:** OEM A **Ref:** A-6.1 **Requirement:** Use customer symbols for safety and regulatory characteristics **Iatf:** 8.3.3.3 **Owner:** Design engineering **Evidence:** Drawing legend, control plan template **Review:** 2026-09-10 **Status:** Compliant #### Problem solving **Customer:** OEM B **Ref:** B-3.4 **Requirement:** 8D initial response within agreed days of complaint **Iatf:** 10.2.3 **Owner:** Quality manager **Evidence:** QP-14 complaint procedure **Review:** 2026-08-22 **Status:** Partial #### Labelling and packaging **Customer:** OEM B **Ref:** B-7.2 **Requirement:** Barcode labels per customer standard on every container **Iatf:** 8.5.2 **Owner:** Logistics **Evidence:** Label template v4 **Review:** 2026-08-22 **Status:** Compliant #### Supplier development **Customer:** Tier 1 C **Ref:** C-2.1 **Requirement:** Notify before any change in sub supplier or process location **Iatf:** 8.5.6.1 **Owner:** Purchasing **Evidence:** Change notification form **Review:** 2026-07-30 **Status:** Gap **Totals:** #### Requirements tracked **Key:** ref **Agg:** count **Format:** integer **Summary:** #### Requirements listed **Key:** lines **Expr:** count **Format:** integer **Primary:** true **Notes:** Use the status column to filter gaps in Excel after export. Add one row per requirement, and keep references identical to the customer's document so auditors can trace them. Review the matrix whenever a customer issues a new CSR revision. ## Content **Intro:** IATF 16949 requires a supplier to include customer specific requirements in its QMS scope and to show how each is met. A matrix is the standard way to prove it. This worksheet lists every requirement with owner, evidence and status in a form you can export. **Sections:** #### How to use it **Body:** Collect the current CSR document for every automotive customer you supply, including portal rules and supplier manuals. Create one row per requirement, noting the customer's reference, a short summary, the related IATF clause and the owner. Add the procedure or record that proves compliance. Set a status, review the gaps in your management review, and re-check the matrix whenever the customer releases a new revision. #### Why auditors ask for it **Body:** Certification and customer audits test whether the QMS covers requirements beyond the standard. Customers use CSRs to set PPAP levels, define special characteristic symbols, require specific problem solving formats, control labels and mandate notification of changes. A clear matrix shows the auditor that you know what applies and where the evidence lives, and it prevents last minute searches during a visit. **Bullets:** - One row per requirement, not per document - Reference numbers match the customer document - Evidence points to a procedure or record - A named owner for each line #### Keeping it alive **Body:** A matrix goes stale quickly. Assign a person to monitor customer portals for revisions, record the revision date of each CSR document and review gaps monthly. When a requirement affects the control plan or PPAP template, update those documents in the same change. Where two customers conflict, document the decision and the more stringent approach you apply. #### Common mistakes **Body:** Listing documents instead of requirements, leaving the evidence column blank, ignoring portal based rules that are not in the manual, and failing to flow requirements down to sub suppliers. Also watch for requirements buried in purchase order terms or quality agreements. **Cta:** Netray can discuss private AI that reads customer supplier manuals and drafts matrix rows for your quality team to approve. **Faq:** #### What are customer specific requirements in IATF 16949? **Answer:** They are additional requirements set by an automotive customer on top of the standard. They cover areas such as PPAP level, labelling, special characteristics, problem solving formats and change notification. The supplier must include them in the QMS and show compliance. #### How often should the CSR matrix be reviewed? **Answer:** Review it whenever a customer issues a revision, and at least as part of management review. Many quality teams check portals monthly. Record the review date so auditors can see the matrix is current. #### Do I need a matrix per customer? **Answer:** You can keep one combined matrix, filtered by customer, or separate sheets. Either way, each requirement needs a reference, an owner and evidence. A single combined matrix helps you spot conflicts between customers. #### Where do I find customer specific requirements? **Answer:** Check the customer's supplier portal, the IATF Customer Specific Requirements page for OEM documents, purchase order terms and quality agreements. Ask your customer quality contact to confirm which documents apply to your site and parts. ## Search terms customer specific requirements matrix, csr matrix iatf 16949, customer specific requirements template, csr matrix excel, iatf csr tracking, oem customer specific requirements, csr compliance matrix, customer requirements register automotive --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json