Artifact GuideEU

EU Machinery Regulation Timeline and Transition

Regulation (EU) 2023/1230 generally applies from 20 January 2027, when Directive 2006/42/EC is repealed. A small set of institutional, delegated-act, transition and penalty provisions applies earlier.

Use the dates here to distinguish a Directive-era market placement from a Regulation-era release and to assign the evidence that must be ready for each product model.

Author
Sorena AI
Published
May 9, 2026
Updated
Jul 31, 2026
Sections
4

Structured answer sets in this page tree.

Primary sources
5

Cited legal and guidance references.

Publication metadata
Sorena AI
Published May 9, 2026
Updated Jul 31, 2026
Overview

The transition turns on or putting into service, not simply on design, ordering, manufacture, warehousing, or shipment. Record the legal basis and the unit-level placement or first-use evidence, then connect it to the applicable declaration, technical documentation, instructions, conformity route, and standards position.

Section 2

Decide which law applies to each unit

The key fact is the first EU market placement of the unit, not its design freeze, manufacture, order, shipment, customs arrival, or later resale. Putting into service is the first intended use in the Union of machinery or a related product, which matters for machinery built for a manufacturer's own use or otherwise first used without a prior market supply.

A conforming product placed on the market under Directive 2006/42/EC before 20 January 2027 can continue through the distribution chain after that date. A new unit first placed on the market, or machinery or a related product first put into service, from 20 January 2027 must use the Regulation where it applies. A model name, purchase order, or batch plan does not establish that every unit crossed the legal threshold on the same date.

  • Already placed before 20 January 2027: retain evidence of the first EU supply, the Directive declaration, technical file, instructions, CE marking, and the economic operators involved.
  • Inventory or work in progress with no completed first EU supply before 20 January 2027: do not treat manufacture, warehousing, or shipment alone as proof of placement; document the actual transaction and legal analysis.
  • First placement or first intended use from 20 January 2027: use the Regulation's scope, Annex III requirements, Article 25 conformity route, Annex IV technical documentation, declaration, marking, and instruction rules.
  • Partly completed machinery: track its own first market placement and use the declaration of incorporation and assembly-instruction route rather than a finished-machinery declaration.
Section 3

Certificates, standards, and evidence do not share one transition date

Article 52 says EC type-examination certificates and approval decisions issued under Article 12 of Directive 2006/42/EC remain valid until they expire. That continuity does not replace the separate product-by-product decision about the applicable law, technical documentation, declaration, instructions, and conformity route.

Standards also need a separate record. Presumption of conformity under the Regulation depends on a harmonised standard reference, or part of it, published in the Official Journal for the requirements it covers. A standard used in a Directive file does not automatically create presumption under the Regulation. Record the exact edition, OJEU status, covered essential health and safety requirements, restrictions, and withdrawal date.

  • Track each Directive certificate number, covered model, scope, conditions, issuing body, issue date, and expiry date.
  • Map each model to Annex I Part A, Annex I Part B, or neither, then document the Article 25 procedure available for that category.
  • Compare the Directive EHSR and standards matrix with Annex III and the Regulation's OJEU citations; close uncovered requirements with documented technical specifications and evidence.
  • Reopen the transition decision after a product or software change, supplier change, incident, complaint, standard update, or new delegated or implementing act.
  • If a post-placement physical or digital change may meet the Article 3 substantial-modification test, assess whether Article 18 makes the modifier the manufacturer of the modified product.
Recommended next step

Document the transition decision for each model

Record the first EU placement or use, applicable legal basis, certificate status, conformity route, standards position, evidence owner, and review triggers for each machinery model.

Section 4

Minimum transition record for each model or series

Keep a dated transition register that lets a reviewer reconstruct the decision. Identify the product and configuration, whether it is machinery, a related product, or partly completed machinery, the manufacturer and other economic operators, the first EU placement or putting-into-service evidence, the Directive or Regulation basis, and every open condition.

Link the register to the risk assessment, essential health and safety requirement mapping, exact standards references, verification results, conformity procedure, technical documentation, instructions, declaration of conformity or incorporation, CE marking check where applicable, certificate status, and change log. State assumptions and unresolved issues instead of recording them as settled facts.

  • Owner and decision date: name the person or function responsible for the placement conclusion and record when it was made.
  • Placement evidence: retain the contract, invoice, delivery or acceptance record, customs or distribution evidence, and the explanation of why those facts establish first EU supply or first intended use.
  • Conformity basis: identify the applicable instrument, product category, procedure, notified-body involvement, declaration, marking, and instruction package.
  • Standards position: list exact editions, OJEU citations, covered requirements, restrictions, withdrawal dates, and any alternative technical specifications.
  • Review triggers: schedule reassessment for release delay, certificate expiry, design or software change, new standard citation, incident, non-compliance, or substantial modification.
Primary sources

References and citations

eur-lex.europa.eu
Referenced sections
  • Legacy legal source for the conformity basis of machinery placed on the EU market before the Regulation's general application date.
"on machinery"
single-market-economy.ec.europa.eu
Referenced sections
  • Commission page identifying both machinery instruments and indexing current Official Journal publications and amendments for machinery harmonised standards.
"Publications in the Official Journal"
single-market-economy.ec.europa.eu
Referenced sections
  • Commission page confirms the corrigendum, mandatory application from 20 January 2027, and the Directive basis for machinery placed before that date.
"A corrigendum has been issued to address a clerical error as regards the application dates in the original version."
eur-lex.europa.eu
Referenced sections
  • Articles 10, 11, 20, 21, 22, 24 and 25 and Annex IV identify the conformity, documentation, declaration, marking, standards, and record-retention facts a transition record needs to trace.
"draw up the technical documentation set out in Annex IV"
eur-lex.europa.eu
Referenced sections
  • Published on 24 July 2026 and in force from 27 July 2026. Article 3 adds the delegated Machinery Regulation Annex III mechanism and interim standards rule, with the delegated requirements applying by 2 August 2028.
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