ANSI 860 Purchase Order Change - Outbound -

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1 ANSI 860 Purchase Order Change - Outbound - Stant Maunfacturing, Inc. X12-V4010 1

2 Transaction Description Business Purpose The SMI Purchase Orders Change (860) transaction set is used as a Order change document that provides information by part number. Transaction Purchase Order Change -- (Transaction Set 860), abbreviated POC. Application The 860 set is based upon ANSI ASC X12 Version Release document. Mapping A list of the Purchase Order Change business data elements, and how they will be transmitted via EDI Standards is provided in the Transaction Specifications. Exceptions There are no exceptions to ANSI Standards in this Transaction Description. Schedule The Purchase Order Change will be transmitted an as-need basis, by the end of the production day. Back-Up Procedure In the event of a failure of Electronic Data Interchange it is the responsibility of the sending party to transmit the contents of any pending transmission to the receiving party using a method of non-edi transmission which is timely, reasonable, and appropriate under the circumstances. X12-V4010 2

3 860 Purchase Order Change Request - Buyer Initiated Functional Group=PC 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. Heading: Pos Id Segment Req Max Use 010 ST Transaction Set Header M BCH Beginning Segment for Purchase Order Change M CUR Currency O TAX Tax (Not used by SMI) O FOB F.O.B. Related Instructions O >1 Repeat Notes LOOP ID SAC SAC Service, Promotion, Allowance, or Charge O 1 Information 130 ITD Terms of Sale/Deferred Terms of Sale O DTM Date/Time Reference O PKG Marketing, Packaging (Not used by SMI) O TD5 Carrier Details (Routing Sequence/Transit Time) O TXI Tax Information (Not used by SMI) O >1 LOOP ID - N N1 O N3 Address Information O N4 Geographic Location O >1 350 PER Administrative Communications Contact O >1 Detail: Pos Id Segment Req Max Use Repeat Notes LOOP ID POC >1 010 POC Line Item Change O 1 LOOP ID PID PID Product/Item Description O REF Reference Identification O >1 200 DTM Date/Time Reference O 10 LOOP ID SCH 295 SCH Line Item Schedule O 1 Summary: Pos Id Segment Req Max Use Repeat Notes LOOP ID - CTT CTT Transaction Totals O 1 N3/ AMT Monetary Amount O SE Transaction Set Trailer M 1 X12-V4010 3

4 ST Transaction Set Header Pos: 010 Max: 1 Heading Mandatory Loop: N/A Elements: 2 To indicate the start of a transaction set and to assign a control number Ref Id Element Req Type Min/Max ST Transaction Set Identifier Description: uniquely identifying a Transaction Set M ID 3/3 860 Purchase Order Change Request Buyer Initiated ST Transaction Set Control Number Description: Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set M AN 4/9 X12-V4010 4

5 BCH Beginning Segment for Purchase Order Change Pos: 020 Max: 1 Heading - Mandatory Loop: N/A Elements: 6 To indicate the beginning of the Purchase Order Change Transaction Set and transmit identifying numbers and dates Ref Id Element Req Type Min/Max BCH Transaction Set Purpose Description: identifying purpose of transaction set M ID 2/2 04 Change BCH02 92 Purchase Order Type Description: specifying the type of Purchase Order M ID 2/2 CP Change to Purchase Order BCH Purchase Order Number Description: Identifying number for Purchase Order assigned by the orderer/purchaser M AN 1/22 BCH Change Order Sequence Number Description: Number assigned by the orderer identifying a specific change or revision to a previously transmitted transaction set O AN 1/8 BCH Date Description: Date expressed as CCYYMMDD M DT 8/8 X12-V4010 5

6 CUR Currency Pos: 040 Max: 1 Heading - Optional Loop: N/A Elements: 3 To specify the currency (dollars, pounds, francs, etc.) used in a transaction Ref Id Element Req Type Min/Max CUR01 98 Entity Identifier Description: identifying an organizational entity, a physical location, property or an individual M ID 2/3 BY Buying Party (Purchaser) CUR Currency Description: (Standard ISO) for country in whose currency the charges are specified M ID 3/3 CUR Exchange Rate Description: Value to be used as a multiplier conversion factor to convert monetary value from one currency to another O R 4/10 X12-V4010 6

7 FOB F.O.B. Related Instructions Pos: 080 Max: >1 Heading - Optional Loop: N/A Elements: 3 To specify transportation instructions relating to shipment Ref Id Element Req Type Min/Max FOB Shipment Method of Payment Description: identifying payment terms for transportation charges M ID 2/2 CC PP TP Collect Prepaid (by Seller) Third Party Pay FOB Location Qualifier Description: identifying type of location All valid standard codes are used. FOB Description Description: A free-form description to clarify the related data elements and their content C ID 1/2 O AN 1/80 X12-V4010 7

8 SAC Service, Promotion, Allowance, or Charge Information Pos: 120 Max: 1 Heading - Optional Loop: SAC Elements: 5 To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge Ref Id Element Req Type Min/Max SAC Allowance or Charge Indicator Description: which indicates an allowance or charge for the service specified M ID 1/1 C Charge SAC Service, Promotion, Allowance, or Charge Description: identifying the service, promotion, allowance, or charge C ID 4/4 D240 G740 Freight Service Charge SAC Amount Description: Monetary amount SAC Allowance or Charge Method of Handling Description: indicating method of handling for an allowance or charge O N2 1/15 O ID 2/2 ZZ Mutually Defined SAC Description Description: A free-form description to clarify the related data elements and their content C AN 1/80 X12-V4010 8

9 ITD To specify terms of sale Terms of Sale/Deferred Terms of Sale Pos: 130 Max: 5 Heading - Optional Loop: N/A Elements: 5 Ref Id Element Req Type Min/Max ITD Terms Type Description: identifying type of payment terms O ID 2/2 ZZ Mutually Defined ITD Terms Basis Date Description: identifying the beginning of the terms period O ID 1/2 ZZ Mutually Defined ITD Terms Discount Percent Description: Terms discount percentage, expressed as a percent, available to the purchaser if an invoice is paid on or before the Terms Discount Due Date O R 1/6 ITD Terms Discount Days Due Description: Number of days in the terms discount period by which payment is due if terms discount is earned C N0 1/3 ITD Description Description: A free-form description to clarify the related data elements and their content O AN 1/80 X12-V4010 9

10 DTM Date/Time Reference Pos: 150 Max: 10 Heading - Optional Loop: N/A Elements: 2 To specify pertinent dates and times Ref Id Element Req Type Min/Max DTM Date/Time Qualifier Description: specifying type of date or time, or both date and time M ID 3/3 002 Delivery Requested DTM Date Description: Date expressed as CCYYMMDD C DT 8/8 X12-V

11 TD5 Carrier Details (Routing Sequence/Transit Time) Pos: 240 Max: 12 Heading - Optional Loop: N/A Elements: 5 To specify the carrier and sequence of routing and provide transit time information Ref Id Element Req Type Min/Max TD Routing Sequence Description: describing the relationship of a carrier to a specific shipment movement O ID 1/2 O Origin Carrier (Air, Motor, or Ocean) TD Identification Qualifier Description: designating the system/method of code structure used for Identification (67) C ID 1/2 2 Standard Carrier Alpha (SCAC) TD Identification Description: identifying a party or other code C AN 2/80 TD Transportation Method/Type Description: specifying the method or type of transportation for the shipment C ID 1/2 ZZ Mutually defined TD Routing Description: Free-form description of the routing or requested routing for shipment, or the originating carrier's identity C AN 1/35 X12-V

12 N1 Pos: 300 Max: 1 Heading - Optional Loop: N1 Elements: 4 To identify a party by type of organization, name, and code Ref Id Element Req Type Min/Max N Entity Identifier Description: identifying an organizational entity, a physical location, property or an individual M ID 2/3 BT ST SU Bill-to-Party Ship To Supplier/Manufacturer N Description: Free-form name N Identification Qualifier Description: designating the system/method of code structure used for Identification (67) C AN 1/60 C ID 1/2 92 Assigned by Buyer or Buyer's Agent N Identification Description: identifying a party or other code C AN 2/80 X12-V

13 N3 Address Information Pos: 320 Max: 2 Heading - Optional Loop: N1 Elements: 2 To specify the location of the named party Ref Id Element Req Type Min/Max N Address Information Description: Address information M AN 1/55 N Address Information Description: Address information O AN 1/55 X12-V

14 N4 Geographic Location Pos: 330 Max: >1 Heading - Optional Loop: N1 Elements: 4 To specify the geographic place of the named party Ref Id Element Req Type Min/Max N City Description: Free-form text for city name O AN 2/30 N State or Province Description: (Standard State/Province) as defined by appropriate government agency O ID 2/2 N Postal Description: defining international postal zone code excluding punctuation and blanks (zip code for United States) O ID 3/15 N Country Description: identifying the country O ID 2/3 X12-V

15 PER Administrative Communications Contact Pos: 350 Max: >1 Heading - Optional Loop: N1 Elements: 6 To identify a person or office to whom administrative communications should be directed Ref Id Element Req Type Min/Max PER Contact Function Description: identifying the major duty or responsibility of the person or group named M ID 2/2 BD SU Buyer or Department Supplier Contact PER02 93 Description: Free-form name PER Communication Number Qualifier Description: identifying the type of communication number O AN 1/60 C ID 2/2 FX TE Facsimile Telephone PER Communication Number Description: Complete communications number including country or area code when applicable PER Communication Number Qualifier Description: identifying the type of communication number C AN 1/80 C ID 2/2 FX TE Facsimile Telephone PER Communication Number Description: Complete communications number including country or area code when applicable C AN 1/80 X12-V

16 POC Line Item Change Pos: 010 Max: 1 Detail - Optional Loop: POC Elements: 15 To specify changes to a line item Ref Id Element Req Type Min/Max POC Assigned Identification Description: PO Item Sequence O AN 1/20 POC Change or Response Type Description: specifying the type of change to the line item Line Item Change DI= Delete Line Item, CA = Change to Line Item, AI = Add additional Item POC Quantity Ordered Description: Quantity ordered POC Quantity Left to Receive Description: Quantity left to receive as qualified by the unit of measure M ID 2/2 O R 1/15 C R 1/9 POC05 C001 Composite Unit of Measure Description: To identify a composite unit of measure(see Figures Appendix for examples of use) C Comp 355 Unit or Basis for Measurement Description: specifying the units in which a value is being expressed, or manner in which a measurement has been taken EA Each FT Foot GL Gallon GR Gram LB Pound OZ Ounce PC Piece TN Ton YD Yards POC Unit Price Description: Price per unit of product, service, commodity, etc. POC Basis of Unit Price Description: identifying the type of unit price for an item M ID 2/2 C R 1/17 O ID 2/2 FX Fixed Price X12-V

17 Ref Id Element Req Type Min/Max POC Product/Service ID Qualifier Description: identifying the type/source of the description number C ID 2/2 BP Buyer s Part Number POC Product/Service ID Description: Identifying number for a service C AN 1/48 X12-V

18 PID Product/Item Description Pos: 050 Max: 1 Detail - Optional Loop: PID Elements: 2 To describe a product or process in coded or free-form format Ref Id Element Req Type Min/Max PID Item Description Type Description: indicating the format of a description M ID 1/1 F Free-form PID Description Description: A free-form description to clarify the related data elements and their content C AN 1/80 X12-V

19 REF Reference Identification Pos: 100 Max: >1 Detail - Optional Loop: POC Elements: 2 To specify identifying information Ref Id Element Req Type Min/Max REF Reference Identification Qualifier Description: qualifying the Reference Identification M ID 2/3 CT DG JB Q1 VC Contract Number Drawing Number Job (Project) Number Quote Number Vendor Contract Number REF Reference Identification Description: Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier C AN 1/30 X12-V

20 DTM Date/Time Reference Pos: 200 Max: 10 Detail - Optional Loop: POC Elements: 2 To specify pertinent dates and times Ref Id Element Req Type Min/Max DTM Date/Time Qualifier Description: specifying type of date or time, or both date and time M ID 3/3 112 Buyers Dock 276 Contract Start 279 Contract Completion DTM Date Description: Date expressed as CCYYMMDD C DT 8/8 X12-V

21 Ref Id Element Req Type Min/Max SCH Line Item Schedule Pos: 295 Max: 1 Detail - Optional Loop: SCH Elements: 5 To specify the data for scheduling a specific line-item Ref Id Element Req Type Min/Max SCH Quantity Description: Numeric value of quantity M R 1/15 SCH Unit or Basis for Measurement Description: specifying the units in which a value is being expressed, or manner in which a measurement has been taken EA Each FT Foot GL Gallon GR Gram LB Pound OZ Ounce PC Piece TN Ton(US) YD Yards SCH Date/Time Qualifier Description: specifying type of date or time, or both date and time M ID 2/2 M ID 3/3 112 Buyers Dock SCH Date Description: Date expressed as CCYYMMDD SCH Assigned Identification Description: Alphanumeric characters assigned for differentiation within a transaction set (Sequence Number) M DT 8/8 O AN 1/20 X12-V

22 CTT Transaction Totals Pos: 010 Max: 1 Summary - Optional Loop: CTT Elements: 2 To transmit a hash total for a specific element in the transaction set Ref Id Element Req Type Min/Max CTT Number of Line Items Description: Total number of line items in the transaction set M N0 1/6 X12-V

23 AMT Monetary Amount Pos: 020 Max: 5 Summary - Optional Loop: CTT Elements: 2 To indicate the total monetary amount Ref Id Element Req Type Min/Max AMT Amount Qualifier Description: to qualify amount M ID 1/3 TT Total Transaction Amount AMT Monetary Amount Description: Monetary amount M R 1/18 X12-V

24 SE Transaction Set Trailer Pos: 030 Max: 1 Summary - Mandatory Loop: N/A Elements: 2 To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments) Ref Id Element Req Type Min/Max SE01 96 Number of Included Segments Description: Total number of segments included in a transaction set including ST and SE segments M N0 1/10 SE Transaction Set Control Number Description: Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set M AN 4/9 X12-V

860 Purchase Order Change Request - Buyer Initiated

860 Purchase Order Change Request - Buyer Initiated Introduction: Functional Group ID=PC This Draft Standard for Trial Use contains the format and establishes the data contents of the Purchase Order Change