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