860 Purchase Order Change Request -- Buyer Initiated

860 Purchase Order Change Request - Buyer Initiated
PC
Functional Group ID=
Introduction:
This Draft Standard for Trial Use contains the format and establishes the data contents of the Purchase Order
Change Request - Buyer Initiated Transaction Set (860) for use within the context of an Electronic Data Interchange
(EDI) environment. The transaction set can be used to provide the information required for the customary and
established business and industry practice relative to a purchase order change. This transaction can be used: (1) by a
buyer to request a change to a previously submitted purchase order or (2) by a buyer to confirm acceptance of a
purchase order change initiated by the seller or by mutual agreement of the two parties.
Notes:
Terms and Conditions:
National Instruments Corporation Terms and Conditions can be referenced at http://ni.com/edi
Heading:
M
Pos.
No.
010
Seg.
ID
ST
Name
Transaction Set Header
Req.
Des.
M
M
020
BCH
Beginning Segment for Purchase Order Change
M
1
040
CUR
Currency
O
1
080
FOB
F.O.B. Related Instructions
O
>1
130
ITD
Terms of Sale/Deferred Terms of Sale
O
5
240
TD5
Carrier Details (Routing Sequence/Transit
Time)
LOOP ID - N9
O
12
Max.Use
1
Loop
Repeat
Notes and
Comments
1000
285
N9
Reference Identification
O
1
290
MSG
Message Text
O
1000
300
N1
Name
O
1
320
N3
Address Information
O
2
330
N4
Geographic Location
O
>1
350
PER
Administrative Communications Contact
O
>1
Pos.
No.
Seg.
ID
010
POC
050
PID
100
REF
LOOP ID - N1
200
Detail:
Req.
Des.
Name
LOOP ID - POC
Line Item Change
Max.Use
O
1
Product/Item Description
O
1
Reference Identification
O
>1
LOOP ID - PID
SCH
200
Line Item Schedule
O
1
LOOP ID - AMT
590
AMT
NINST860 (004010)
Notes and
Comments
1000
LOOP ID - SCH
295
Loop
Repeat
>1
>1
Monetary Amount
O
1
1
February 1, 2006
Summary:
M
Pos.
No.
Seg.
ID
Req.
Des.
010
CTT
Transaction Totals
O
1
030
SE
Transaction Set Trailer
M
1
Name
LOOP ID - CTT
Max.Use
Loop
Repeat
Notes and
Comments
1
n1
Transaction Set Notes
1.
Number of line items (CTT01) is the accumulation of the number of POC segments. If used, hash total
(CTT02) is the sum of the value of quantities ordered (POC03) for each POC segment.
NINST860 (004010)
2
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
ST Transaction Set Header
010
Heading
Mandatory
1
To indicate the start of a transaction set and to assign a control number
1
The transaction set identifier (ST01) is used by the translation routines of the
interchange partners to select the appropriate transaction set definition (e.g., 810
selects the Invoice Transaction Set).
Comments:
M
Ref.
Des.
ST01
M
ST02
NINST860 (004010)
Data Element Summary
Data
Element Name
Attributes
143
Transaction Set Identifier Code
M ID 3/3
Code uniquely identifying a Transaction Set
860 = Purchase Order Change Request - Buyer Initiated
Refer to 004010 Data Element Dictionary for acceptable code values.
329
Transaction Set Control Number
M AN 4/9
Identifying control number that must be unique within the transaction set
functional group assigned by the originator for a transaction set
3
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
BCH01
M
BCH02
M
BCH03
BCH04
BCH05
M
BCH06
NINST860 (004010)
BCH Beginning Segment for Purchase Order Change
020
Heading
Mandatory
1
To indicate the beginning of the Purchase Order Change Transaction Set and transmit
identifying numbers and dates
1
BCH06 is the date assigned by the purchaser to purchase order.
Data Element Summary
Data
Element Name
Attributes
353
Transaction Set Purpose Code
M ID 2/2
Code identifying purpose of transaction set
04 = Change
Refer to 004010 Data Element Dictionary for acceptable code values.
92
Purchase Order Type Code
M ID 2/2
Code specifying the type of Purchase Order
RL = Release or Delivery Order
An order for goods and services placed against a pre-existing contract or
blanket order
SA = Stand-alone Order
Refer to 004010 Data Element Dictionary for acceptable code values.
324
Purchase Order Number
M AN 1/22
Identifying number for Purchase Order assigned by the orderer/purchaser
328
Release Number
O AN 1/30
Number identifying a release against a Purchase Order previously placed by the
parties involved in the transaction
327
Change Order Sequence Number
O AN 1/8
Number assigned by the orderer identifying a specific change or revision to a
previously transmitted transaction set
373
Date
M DT 8/8
Date expressed as CCYYMMDD
4
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Comments:
M
Ref.
Des.
CUR01
M
CUR02
NINST860 (004010)
CUR Currency
040
Heading
Optional
1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
Data Element Summary
Data
Element Name
Attributes
98
Entity Identifier Code
M ID 2/3
Code identifying an organizational entity, a physical location, property or an
individual
BY = Buying Party (Purchaser)
Refer to 004010 Data Element Dictionary for acceptable code values.
100
Currency Code
M ID 3/3
Code (Standard ISO) for country in whose currency the charges are specified
5
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
FOB F.O.B. Related Instructions
080
Heading
Optional
>1
To specify transportation instructions relating to shipment
1
2
FOB01 indicates which party will pay the carrier.
FOB02 is the code specifying transportation responsibility location.
Comments:
M
Ref.
Des.
FOB01
FOB02
NINST860 (004010)
Data Element Summary
Data
Element Name
Attributes
146
Shipment Method of Payment
M ID 2/2
Code identifying payment terms for transportation charges
CC = Collect
PP = Prepaid (by Seller)
Refer to 004010 Data Element Dictionary for acceptable code values.
309
Location Qualifier
X ID 1/2
Code identifying type of location
DE = Destination (Shipping)
OR = Origin (Shipping Point)
Refer to 004010 Data Element Dictionary for acceptable code values.
6
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
Ref.
Des.
ITD12
NINST860 (004010)
ITD Terms of Sale/Deferred Terms of Sale
130
Heading
Optional
5
To specify terms of sale
Data Element Summary
Data
Element Name
Attributes
352
Description
O AN 1/80
A free-form description to clarify the related data elements and their content
7
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
Ref.
Des.
TD505
NINST860 (004010)
TD5 Carrier Details (Routing Sequence/Transit Time)
240
Heading
Optional
12
To specify the carrier and sequence of routing and provide transit time information
1 At least one of TD502 TD504 TD505 TD506 or TD512 is required.
Data Element Summary
Data
Element Name
Attributes
387
Routing
X AN 1/35
Free-form description of the routing or requested routing for shipment, or the
originating carrier's identity
8
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
N901
N902
NINST860 (004010)
N9 Reference Identification
285
N9
Optional
Heading
Optional
1
To transmit identifying information as specified by the Reference Identification Qualifier
1 At least one of N902 or N903 is required.
Data Element Summary
Data
Element Name
Attributes
128
Reference Identification Qualifier
M ID 2/3
Code qualifying the Reference Identification
PO = Purchase Order Number
Refer to 004010 Data Element Dictionary for acceptable code values.
127
Reference Identification
X AN 1/30
Reference information as defined for a particular Transaction Set or as
specified by the Reference Identification Qualifier
9
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
MSG01
NINST860 (004010)
MSG Message Text
290
N9
Optional
Heading
Optional
1000
To provide a free-form format that allows the transmission of text information
Data Element Summary
Data
Element Name
933
Free-Form Message Text
Free-form message text
10
Attributes
M AN 1/264
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
N101
N102
N103
N104
NINST860 (004010)
N1 Name
300
N1
Optional
Heading
Optional
1
To identify a party by type of organization, name, and code
1 At least one of N102 or N103 is required.
2 If either N103 or N104 is present, then the other is required.
1
This segment, used alone, provides the most efficient method of providing
organizational identification. To obtain this efficiency the "ID Code" (N104) must
provide a key to the table maintained by the transaction processing party.
Data Element Summary
Data
Element Name
Attributes
98
Entity Identifier Code
M ID 2/3
Code identifying an organizational entity, a physical location, property or an
individual
BT = Bill-to-Party
BY = Buying Party (Purchaser)
ST = Ship To
SU = Supplier/Manufacturer
Refer to 004010 Data Element Dictionary for acceptable code values.
93
Name
X AN 1/60
Free-form name
66
Identification Code Qualifier
X ID 1/2
Code designating the system/method of code structure used for Identification
Code (67)
92 = Assigned by Buyer or Buyer's Agent
Refer to 004010 Data Element Dictionary for acceptable code values.
67
Identification Code
X AN 2/80
Code identifying a party or other code
11
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
N301
N302
NINST860 (004010)
N3 Address Information
320
N1
Optional
Heading
Optional
2
To specify the location of the named party
Data Element Summary
Data
Element Name
166
Address Information
Address information
166
Address Information
Address information
12
Attributes
M AN 1/55
O
AN 1/55
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
N4 Geographic Location
330
N1
Optional
Heading
Optional
>1
To specify the geographic place of the named party
1 If N406 is present, then N405 is required.
1
2
Ref.
Des.
N401
N402
N403
NINST860 (004010)
A combination of either N401 through N404, or N405 and N406 may be adequate to
specify a location.
N402 is required only if city name (N401) is in the U.S. or Canada.
Data Element Summary
Data
Element Name
Attributes
19
City Name
O AN 2/30
Free-form text for city name
156
State or Province Code
O ID 2/2
Code (Standard State/Province) as defined by appropriate government agency
116
Postal Code
O ID 3/15
Code defining international postal zone code excluding punctuation and blanks
(zip code for United States)
13
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
PER01
PER02
PER03
PER04
NINST860 (004010)
PER Administrative Communications Contact
350
N1
Optional
Heading
Optional
>1
To identify a person or office to whom administrative communications should be directed
1 If either PER03 or PER04 is present, then the other is required.
Data Element Summary
Data
Element Name
Attributes
366
Contact Function Code
M ID 2/2
Code identifying the major duty or responsibility of the person or group named
AG = Agent
BD = Buyer Name or Department
DC = Delivery Contact
Refer to 004010 Data Element Dictionary for acceptable code values.
93
Name
O AN 1/60
Free-form name
365
Communication Number Qualifier
X ID 2/2
Code identifying the type of communication number
TE = Telephone
Refer to 004010 Data Element Dictionary for acceptable code values.
364
Communication Number
X AN 1/80
Complete communications number including country or area code when
applicable
14
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
Notes:
POC Line Item Change
010
POC
Optional
Detail
Optional
1
To specify changes to a line item
1 If POC03 is present, then both POC04 and POC05 are required.
3 If either POC08 or POC09 is present, then the other is required.
4 If either POC10 or POC11 is present, then the other is required.
5 If either POC12 or POC13 is present, then the other is required.
6 If either POC14 or POC15 is present, then the other is required.
7 If either POC16 or POC17 is present, then the other is required.
8 If either POC18 or POC19 is present, then the other is required.
9 If either POC20 or POC21 is present, then the other is required.
10 If either POC22 or POC23 is present, then the other is required.
11 If either POC24 or POC25 is present, then the other is required.
12 If either POC26 or POC27 is present, then the other is required.
1 POC01 is the purchase order line item identification.
For MG qualified Product/Service ID's (POC14-27) the format of the ID will be 18
characters, space filled, immediately followed by the identifier which can be up to 30
characters, comprising the total 48 character ID
For example:
MG*Avnet_____________XC17S100AVOG8C (where the underscores represent 13
spaces)
MG*National_Instrumen760007-01 (where the underscore represents 1 space)
Ref.
Des.
POC01
M
POC02
POC03
POC04
POC05
M
C00101
POC06
POC08
NINST860 (004010)
Data Element Summary
Data
Element Name
Attributes
350
Assigned Identification
O AN 1/20
Alphanumeric characters assigned for differentiation within a transaction set
670
Change or Response Type Code
M ID 2/2
Code specifying the type of change to the line item
CA = Changes To Line Items
Refer to 004010 Data Element Dictionary for acceptable code values.
330
Quantity Ordered
O R 1/15
Quantity ordered
671
Quantity Left to Receive
X R 1/9
Quantity left to receive as qualified by the unit of measure
C001 Composite Unit of Measure
X
To identify a composite unit of measure (See Figures Appendix for examples
of use)
355
Unit or Basis for Measurement Code
M ID 2/2
Code specifying the units in which a value is being expressed, or manner in
which a measurement has been taken
Refer to 004010 Data Element Dictionary for acceptable code values.
212
Unit Price
X R 1/17
Price per unit of product, service, commodity, etc.
235
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
EC = Engineering Change Level
Refer to 004010 Data Element Dictionary for acceptable code values.
15
February 1, 2006
POC09
234
POC10
235
POC11
234
POC12
235
POC13
234
POC14
235
POC15
234
POC16
235
POC17
234
POC18
235
POC19
234
NINST860 (004010)
Product/Service ID
X AN 1/48
Identifying number for a product or service
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
BP = Buyer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
VP = Vendor's (Seller's) Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
16
February 1, 2006
POC20
235
POC21
234
POC22
235
POC23
234
POC24
235
POC25
234
POC26
235
POC27
234
NINST860 (004010)
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
Product/Service ID Qualifier
X ID 2/2
Code identifying the type/source of the descriptive number used in
Product/Service ID (234)
MG = Manufacturer's Part Number
Refer to 004010 Data Element Dictionary for acceptable code values.
Product/Service ID
X AN 1/48
Identifying number for a product or service
17
February 1, 2006
The format of the ID will be 18 characters, space filled, immediately followed
by the identifier which can be up to 30 characters, comprising the total 48
character ID
For example:
Avnet_____________XC17S100AVOG8C (where the underscores represent
13 spaces)
National_Instrumen760007-01 (where the underscore represents 1 space)
NINST860 (004010)
18
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
PID01
PID05
NINST860 (004010)
PID Product/Item Description
050
PID
Optional
Detail
Optional
1
To describe a product or process in coded or free-form format
1 If PID04 is present, then PID03 is required.
1
If PID01 equals "F", then PID05 is used. If PID01 equals "S", then PID04 is used. If
PID01 equals "X", then both PID04 and PID05 are used.
Data Element Summary
Data
Element Name
Attributes
349
Item Description Type
M ID 1/1
Code indicating the format of a description
F = Free-form
Refer to 004010 Data Element Dictionary for acceptable code values.
352
Description
X AN 1/80
A free-form description to clarify the related data elements and their content
19
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
REF01
REF02
NINST860 (004010)
REF Reference Identification
100
POC
Optional
Detail
Optional
>1
To specify identifying information
1 At least one of REF02 or REF03 is required.
Data Element Summary
Data
Element Name
Attributes
128
Reference Identification Qualifier
M ID 2/3
Code qualifying the Reference Identification
C7 = Contract Line Item Number
Refer to 004010 Data Element Dictionary for acceptable code values.
127
Reference Identification
X AN 1/30
Reference information as defined for a particular Transaction Set or as
specified by the Reference Identification Qualifier
20
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
SCH01
M
SCH02
M
SCH05
M
SCH06
SCH08
SCH09
NINST860 (004010)
SCH Line Item Schedule
295
SCH
Optional
Detail
Optional
1
To specify the data for scheduling a specific line-item
1
SCH05 specifies the interpretation to be used for SCH06 and SCH07.
Data Element Summary
Data
Element Name
Attributes
380
Quantity
M R 1/15
Numeric value of quantity
355
Unit or Basis for Measurement Code
M ID 2/2
Code specifying the units in which a value is being expressed, or manner in
which a measurement has been taken
Refer to 004010 Data Element Dictionary for acceptable code values.
374
Date/Time Qualifier
M ID 3/3
Code specifying type of date or time, or both date and time
002 = Delivery Requested
Refer to 004010 Data Element Dictionary for acceptable code values.
373
Date
M DT 8/8
Date expressed as CCYYMMDD
374
Date/Time Qualifier
X ID 3/3
Code specifying type of date or time, or both date and time
112 = Buyers Dock
Refer to 004010 Data Element Dictionary for acceptable code values.
373
Date
X DT 8/8
Date expressed as CCYYMMDD
21
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
AMT01
M
AMT02
NINST860 (004010)
AMT Monetary Amount
590
AMT
Optional
Detail
Optional
1
To indicate the total monetary amount
Data Element Summary
Data
Element Name
Attributes
522
Amount Qualifier Code
M ID 1/3
Code to qualify amount
1 = Line Item Total
Refer to 004010 Data Element Dictionary for acceptable code values.
782
Monetary Amount
M R 1/18
Monetary amount
22
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
CTT01
NINST860 (004010)
CTT Transaction Totals
010
CTT
Optional
Summary
Optional
1
To transmit a hash total for a specific element in the transaction set
1
This segment is intended to provide hash totals to validate transaction completeness
and correctness.
Data Element Summary
Data
Element Name
354
Number of Line Items
Total number of line items in the transaction set
23
Attributes
M N0 1/6
February 1, 2006
Segment:
Position:
Loop:
Level:
Usage:
Max Use:
Purpose:
Syntax Notes:
Semantic Notes:
Comments:
M
Ref.
Des.
SE01
M
SE02
NINST860 (004010)
SE Transaction Set Trailer
030
Summary
Mandatory
1
To indicate the end of the transaction set and provide the count of the transmitted
segments (including the beginning (ST) and ending (SE) segments)
1
SE is the last segment of each transaction set.
Data Element Summary
Data
Element Name
Attributes
96
Number of Included Segments
M N0 1/10
Total number of segments included in a transaction set including ST and SE
segments
329
Transaction Set Control Number
M AN 4/9
Identifying control number that must be unique within the transaction set
functional group assigned by the originator for a transaction set
24
February 1, 2006
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