ORDCHG Purchase Order Change Message Subject for application in the European Steel Industry

Transcription

1 ORDCHG Purchase Order Change Message Subject for application in the European Steel Industry Version January 2000 Corporate Factory Ph. D. Sarraute EDIFER WORKING GROUP - Message development

2 PURCHASE ORDER CHANGE MESSAGE (Table of Contents) 0. INTRODUCTION 2 1. SCOPE Functional Definition Field of Application Principles Message Usage Differences in the detailed description to the ORDERS message 7 2. MESSAGE DEFINITION Message Structure Branching Diagram of the Segments used by Eurofer General Description of the Message - Subset of Eurofer Detailed Description of the Message - Subset of Eurofer EXAMPLES Example of an order change from Watson to British Steel 113 Page 1

3 PURCHASE ORDER CHANGE MESSAGE 0. Introduction This document provides the definition of the EUROFER subset of the ORDCHG message based on the UN standard ORDCHG message of the UN/EDIFACT directory D97.A. This document replaces previous version dated , based on the EDIFACT directory D95.B. This message has been created by the EDIFER "Message development" working group. The message is to be used in Electronic Data Interchange (EDI) between partners involved in the steel industry. As the content of the Purchase order change message is very similar to the Purchase order message, the information provided in this manual has been limited to the differences between the two messages and the detailed description of the subset of Eurofer for the ORDCHG message. References are made to the user implementation guide of the ORDERS message for the following topics : - Data Model describing the data entities, attributes and their relationships, - The scope describing the functional definition of the three order messages (ORDERS, ORDCHG, ORDRSP), - The mapping of the Data Model to the Message. The manual has been structured in the following format: - The scope describes the field of application, principles and message usage, limited to the Purchase order change message. - The message definition outlines the general structure of the message and specifies the use of each segment group and, or segment. - To conform with the user implementation guide of the other European user groups (e.g. ODETTE), full description of the message is given in chapter 2 (Message definition). The differences in the detail description (chapter 2.4) between the ORDCHG message and the ORDERS message are explained in the chapter Based on the branching diagram of the original EDIFACT message ORDCHG, the used segments are indicated. This is followed by a detailed description of the segments used by Eurofer. - Examples of the Eurofer ORDCHG message are provided to clarify the understanding of the message description. Page 2

4 1. SCOPE 1.1. Functional Definition The full description of the ordering process and the messages can be found in the user implementation guide of the ORDERS message in chapter 2.1. The ORDCHG message is sent from a customer to a supplier to modify an existing order. The following possibilities are foreseen in the ORDCHG message : - to change the elements of one or more order items, - to cancel one or more order items or an entire order, - to add new order items to an existing order, - to confirm or reject a proposed change made by the supplier Field of application This message provides the definition of the Eurofer Order change message to be used in Electronic Data Interchange between European steel suppliers and their customers Principles See the user implementation guide of the ORDERS message (chapter 2.3 Principles) 1.4. Message usage The Order change message is issued by the customer (never by the supplier). It is used by the customer in the following circumstances : - to communicate requests for change to an outstanding order - to confirm or reject a change proposed by the supplier. The order change message always refers to an order i.e. references to the original order and order lines are mandatory. In the case of a change proposed by the supplier, the order change message must also refer to the order response message. Eurofer recommends that whenever a supplier "accepts with change" an order or order change message, that the order response message must be followed by a confirmation from the customer, with an ORDCHG message. This ORDCHG message shall be followed by an ORDRSP message from the supplier with the information " accepted without amendment". Eurofer recommends that if some of the line items of the ORDERS are amended by the customer, or if the amendments requested in the ORDRSP by the supplier are accepted, that only the line items of the amended order items are present with the relevant information. Page 3

5 If there is a choice between the use of code and free text, we recommend the use of code. Therefore free text for name and address information should be avoided. Where possible use existing codes of EDIFACT, Eurofer or other existing code systems Message function, coded : value of Data element 1225 in BGM segment To change an order or to respond to an Order response message at the Order level the data element " Message function, coded" must be used. a) If the referenced ORDERS message is cancelled by the customer, the customer should send an ORDCHG message with : Date element 1225 = 1 (Cancellation). b) If the referenced ORDRSP message is processed and accepted without amendment by the customer, the customer should send an ORDCHG message with : Data element 1225 = 6 (Confirmation) c) If an order change is to be re-transmitted, the customer should send an ORDCHG message with : Data element 1225 = 7 (Duplicate) d) If only the heading section of an order is to be replaced, the customer should send an ORDCHG message with : Data element 1225 = 20 (Replace heading section only) e) If some change to the referenced ORDERS message is requested by the customer, or if the referenced ORDRSP message is processed and accepted with some change by the customer, the customer should send an ORDCHG message with : Data element 1225 = 4 (Change) In this case the ORDCHG message must contain the entire heading section and all changed line items in the detail section. Page 4

6 1.4.2 Action request/notification, coded : value of Data element 1229 in LIN segment For any change to items of an Order or to respond to an Order response message at item level, the ORDCHG message must contain at least the LIN segment and if necessary the RFF segment. The RFF segment can be used to give the reference allocated to the original line (order item) in ORDERS. To change at the Order item level the data element " Action request/ notification, coded" must be used. The value of the data element 1229 "Action request/notification, coded" in the LIN segment indicates the extent of change or reference use. If the original line item is changed by the customer, the customer should send all the information on the order item in the ORDCHG message. If the change was initiated by the supplier in a previous ORDRSP message, four possible cases are considered : a) If the line item was requested by the ORDRSP message to be deleted, the customer should confirm the deletion using the following code in the ORDCHG message : Data element 1229 = 2 (Deletion) b) If the line item is accepted without amendment by the customer, the customer should send an ORDCHG message with : Data element 1229 = 5 (Accepted without amendment for this line item) c) If the referenced line item cannot be located in the customer's application, the customer should send an ORDCHG message with : Data element 1229 = 10 (Not found) d) If the line item is not amended and is transmitted for information purposes, the customer should send an ORDCHG message with : Data element 1229 = 11 (Not amended). If a change is initiated by the customer, four possible cases are considered : e) If a new line item is added by the customer, new occurence(s) of the line group are required using the following code in the ORDCHG message : Data element 1229 = 1 (Added, this line item is added to the message) f) If the line item is deleted by the customer, the customer should send an ORDCHG message with : Data element 1229 = 2 (Deleted) g) If the original line is changed by the customer, the customer should send an ORDCHG message with : Data element 1229 = 3 (Changed, the customer initiates a change to a line of the original order as described in the message). Page 5

7 h) If the line item is not amended and is transmitted for information purposes, the customer should send an ORDCHG message with : Data element 1229 = 11 (Not amended) Examples how to use the message function, coded and the action request/notification, coded To clarify how to use the element 1225 (message function, coded) at the heading section and the element 1229 (action request/notification, coded) in the detail section of the ORDCHG message to request order changes or to confirm the amendments proposed by the seller by an order response message, some examples are added. Response type El.1225 El Comments 1. For order level information at heading section - Order is cancelled 01 not used - ORDRSP message is accepted 06 not used without amendments - Message is a duplicate of the 07 not used previous ORDRSP message - Message requests some 20 not used change in the heading section No detail section is needed 2. At order item level information at heading section - Message requests some changes in the detail section Information at detail section - Order item added 1 - Order item deleted 2 - Order item changed 3 - Order item accepted with 5 amendment - Order item not found 10 - Order item for information 11 Heading and detail section is needed 04 used See codes below Page 6

8 1.5. Differences in the detailed description to the ORDERS message In this chapter only the differences between the detailed description (chapter 2.4) of the ORDCHG message and the ORDERS message is explained. For the implementation of the ORDCHG message between companies Eurofer recommends the use of chapter 2.4 of the user implementation guide. Segment Data element Code values HEADING SECTION UNH Message header 0065 Message type identifier ORDCHG Purchase order change request message BGM Beginning of Message 1001 Document/message name, coded 230 Purchase order change request 1225 Message function, coded 1 Cancellation 4 Change 6 Confirmation 7 Duplicate 20 Replace heading section only Group 01 : RFF - DTM RFF Reference 1153 Reference qualifier AEH Applicable instructions or standards AEP Project number AEQ Drawing list number AGE Agent's reference (agency order reference number) BC Buyer's contract number BO Blanket order number CG Consignee's order number CR Customer reference number CT Contract number MH Manufacturing order number PL Price list number POR Order response number PP Order change number VN Order number See code list EDIFACT for other codes LIN Line item DETAIL SECTION 1229 Action request/notification, coded 1 Added 2 Deleted 3 Changed 5 Accepted without amendment 10 Not found 11 Not amended Page 7

9 2. MESSAGE DEFINITION 2.1 Message Structure The Order change message of UN/EDIFACT is structured in three sections, a Heading Section, a Detail Section and a Summary Section Message structure - Heading section The heading section is used to give the general information relating to the whole message. Examples of this kind of information are references to the initial order, order response or information about the customer. The heading section can also be used to give information which has the same contents for every line in the detail section. Examples of this kind of information are the consignee, the invoicing information, shipping information and so on Message structure - Detail section The detail section is controlled by the segment group 26 with the mandatory segment LIN and the message can have a maximum of 200,000 segments groups. Each line of the detail section provides information about one order item. The detail line is used to specify the product detail specifications of the ordered products that must be produced and, or delivered by the seller. In the detail line the basic product type and the activities requested in the case of a service order. The ordered products, and if necessary the requested services are to be specified in the IMD segment in the segment group LIN by using the Eurofer code lists. The segment PIA can only be used for identifications, such as buyer's part number Message structure Summary section The summary section can be used to give total amounts for the whole order message. The summary section can also be used to specify allowance and charge totals for the order. Page 8

10 2.2 Branching Diagram of the Segments used by Eurofer ORDCHG Order change message version D97A Message to enable the transmission of the information concerning an order change between parties involved in the steel industry. The codes used for the usage indicator (USG. IND.) of the segments. R for REQUIRED - Should always be used in the message O for OPTIONAL - May be used by trading partners if required. X for EXCLUDED - Not used in the message. The codes used for the status of the segments according to EDIFACT: M for MANDATORY C for CONDITIONAL Heading Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS R 32 UNH Message header M 1 R 33 BGM Beginning of message M 1 R 34 DTM Date/time/period M 35 O 35 PAI Payment instructions C 1 X ALI Additional information C 5 O 36 IMD Item description C 1 O 37 FTX Free text C 99 O SEGMENT GROUP 1 C 99 R 38 RFF Reference M 1 O 39 DTM Date/time/period C 5 X SEGMENT GROUP 2 C 1 X AJT Adjustment details M 1 X FTX Free text C 5 O SEGMENT GROUP 3 C 99 R 40 NAD Name and address M 1 O 42 LOC Place/location identification C 25 X FII Financial institution information C 5 O SEGMENT GROUP 4 C 10 R 43 RFF Reference M 1 O 44 DTM Date/time/period C 5 O SEGMENT GROUP 5 C 5 R 45 DOC Document/message details M 1 X DTM Date/time/period C 5 O SEGMENT GROUP 6 C 5 R 46 CTA Contact information M 1 O 47 COM Communication contact C 5 O SEGMENT GROUP 7 C 5 R 48 TAX Duty/tax/fee details M 1 X MOA Monetary amount C 1 O 49 LOC Place/location identification C 5 Page 9

11 Heading Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS O SEGMENT GROUP 8 C 5 R 50 CUX Currencies M 1 X PCD Percentage details C 5 O 51 DTM Date/time/period C 5 O SEGMENT GROUP 9 C 10 R 52 PAT Payment terms basis M 1 X DTM Date/time/period C 5 X PCD Percentage details C 1 X MOA Monetary amount C 1 O SEGMENT GROUP 10 C 10 R 53 TDT Details of transport M 1 O SEGMENT GROUP 11 C 10 R 54 LOC Place/location identification M 1 X DTM Date/time/period C 5 O SEGMENT GROUP 12 C 5 R 55 TOD Terms of delivery M 1 O 56 LOC Place/location identification C 2 X SEGMENT GROUP 13 C 10 X PAC Package M 1 X MEA Measurements C 5 X SEGMENT GROUP 14 C 5 X PCI Package identification M 1 X RFF Reference C 1 X DTM Date/time/period C 5 X GIN Goods identity number C 10 O SEGMENT GROUP 15 C 10 R 57 EQD Equipment details M 1 X HAN Handling instructions C 5 X MEA Measurements C 5 X FTX Free text C 5 X SEGMENT GROUP 16 C 10 X SCC Scheduling conditions M 1 X FTX Free text C 5 X RFF Reference C 5 X SEGMENT GROUP 17 C 10 X QTY Quantity M 1 X DTM Date/time/period C 5 X SEGMENT GROUP 18 C 25 X APR Additional price information M 1 X DTM Date/time/period M 5 X RNG Range details C 1 O SEGMENT GROUP 19 C 15 R 58 ALC Allowance or charge M 1 X ALI Additional information C 5 X DTM Date/time/period C 5 Page 10

12 Heading Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS X SEGMENT GROUP 20 C 1 X QTY Quantity M 1 X RNG Range details C 1 O SEGMENT GROUP 21 C 1 R 59 PCD Percentage details M 1 O 60 RNG Range details C 1 O SEGMENT GROUP 22 C 2 R 61 MOA Monetary amount M 1 O 62 RNG Range details C 1 O SEGMENT GROUP 23 C 1 R 63 RTE Rate details M 1 O 64 RNG Range details C 1 O SEGMENT GROUP 24 C 5 R 65 TAX Duty/tax/fee details M 1 X MOA Monetary amount C 1 X SEGMENT GROUP 25 C 100 X RCS Requirements and conditions M 1 X RFF Reference C 5 X DTM Date/time/period C 5 X FTX Free text C 5 Detail Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS Page 11

13 SEGMENT GROUP 26 C 200,000 R 66 LIN Line item M 1 O 67 PIA Additional product id C 25 O 69 IMD Item description C 99 O 70 MEA Measurements C 99 O 71 QTY Quantity C 10 X PCD Percentage details C 5 X ALI Additional information C 5 O 72 DTM Date/time/period C 35 X MO Monetary amount C 10 A O 73 GIN Goods identity number C 1000 X GIR Related identification numbers C 1000 X QVR Quantity variances C 1 O 74 DOC Document/message details C 5 X PAI Payment instructions C 1 O 75 FTX Free text C 99 O SEGMENT GROUP 27 C 999 R 76 CCI Characteristic/Class Id M 1 O 77 CAV Characteristic attribute value C 10 O 78 MEA Measurements C 10 Page 12

14 Detail Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS X SEGMENT GROUP 28 C 10 X PAT Payment terms basis M 1 X DTM Date/time/period C 5 X PCD Percentage details C 1 X MOA Monetary amount C 1 X SEGMENT GROUP 29 C 1 X AJT Adjustment details M 1 X FTX Free text C 5 O SEGMENT GROUP 30 C 25 R 79 PRI Price details M 1 X CUX Currencies C 1 X APR Additional price information C 1 X RNG Range details C 1 O 80 DTM Date/time/period C 5 O SEGMENT GROUP 31 C 999 R 81 RFF Reference M 1 O 82 DTM Date/time/period C 5 O SEGMENT GROUP 32 C 10 R 83 PAC Package M 1 O 84 MEA Measurements C 5 X QTY Quantity C 5 X DTM Date/time/period C 5 X SEGMENT GROUP 33 C 1 X RFF Reference M 1 X DTM Date/time/period C 5 O SEGMENT GROUP 34 C 5 R 85 PCI Package identification M 1 X RFF Reference C 1 X DTM Date/time/period C 5 O 86 GIN Goods identity number C 10 X SEGMENT GROUP 35 C 9999 X LOC Place/location identification M 1 X QTY Quantity C 1 X DTM Date/time/period C 5 O SEGMENT GROUP 36 C 10 R 87 TAX Duty/tax/fee details M 1 X MOA Monetary amount C 1 O 88 LOC Place/location identification C 5 O SEGMENT GROUP 37 C 99 R 89 NAD Name and address M 1 O 91 LOC Place/location identification C 5 X SEGMENT GROUP 38 C 5 X RFF Reference M 1 X DTM Date/time/period C 5 Page 13

15 Detail Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS O SEGMENT GROUP 39 C 5 R 92 DOC Document/message details M 1 X DTM Date/time/period C 5 O SEGMENT GROUP 40 C 5 R 93 CTA Contact information M 1 O 94 COM Communication contact C 5 O SEGMENT GROUP 41 C 99 R 95 ALC Allowance or charge M 1 X ALI Additional information C 5 X DTM Date/time/period C 5 X SEGMENT GROUP 42 C 1 X QTY Quantity M 1 X RNG Range details C 1 O SEGMENT GROUP 43 C 1 R 96 PCD Percentage details M 1 O 97 RNG Range details C 1 O SEGMENT GROUP 44 C 2 R 98 MOA Monetary amount M 1 O 99 RNG Range details C 1 O SEGMENT GROUP 45 C 1 R 100 RTE Rate details M 1 O 101 RNG Range details C 1 O SEGMENT GROUP 46 C 5 R 102 TAX Duty/tax/fee details M 1 X MOA Monetary amount C 1 O SEGMENT GROUP 47 C 10 R 103 TDT Details of transport M 1 O SEGMENT GROUP 48 C 10 R 104 LOC Place/location identification M 1 X DTM Date/time/period C 5 O SEGMENT GROUP 49 C 5 R 105 TOD Terms of delivery M 1 O 106 LOC Place/location identification C 2 O SEGMENT GROUP 50 C 10 R 107 EQD Equipment details M 1 X HAN Handling instructions C 5 X MEA Measurements C 5 X FTX Free text C 5 O SEGMENT GROUP 51 C 100 R 108 SCC Scheduling conditions M 1 X FTX Free text C 5 X RFF Reference C 5 O SEGMENT GROUP 52 C 10 R 109 QTY Quantity M 1 R 110 DTM Date/time/period C 5 Page 14

16 Detail Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS X SEGMENT GROUP 53 C 100 X RCS Requirements and conditions M 1 X RFF Reference C 5 X DTM Date/time/period C 5 X FTX Free text C 5 X SEGMENT GROUP 54 C 10 X STG Stages M 1 X SEGMENT GROUP 55 C 3 X QTY Quantity M 1 X MOA Monetary amount C 1 Summary Section USG.IND. PAGE NUM. TAG NAME STATUS REPEATS GROUP REPEATS R 111 UNS Section control M 1 X MOA Monetary amount C 12 X CNT Control total C 10 X SEGMENT GROUP 56 C 10 X ALC Allowance and charge M 1 X ALI Additional information C 1 X MOA Monetary amount M 2 R 112 UNT Message trailer M 1 Page 15

17 EUROFER ORDCHG PURCHASE ORDER CHANGE MESSAGE VERSION - JANUARY 2000 UN/EDIFACT DIRECTORY : D97.A Level 00 UNH BGM M 1 M 1 PAI C 1 IMD C 1 See page 2 G01 G03 G07 G08 G09 G10 G12 G15 01 DTM FTX C 99 RFF C 99 NAD C 5 TAX C 5 CUX C 10 PAT C 10 TDT C 5 C 10 TOD EQD M 35 C 99 M 1 M 1 M 1 M 1 M 1 M 1 M 1 M 1 G04 G05 G06 G11 02 DTM LOC C 10 RFF C 5 DOC C 5 CTA LOC DTM C 10 LOC LOC C 5 C 25 M 1 M 1 M 1 C 5 C 5 M 1 C 2 03 DTM C 5 COM C 5 Branching Diagram Page 1 EUROFER ORDERS PURCHASE ORDER CHANGE MESSAGE VERSION - JANUARY 2000 UN/EDIFACT DIRECTORY : D97.A Level 00 See page 1 UNS M 1 UNT M 1 01 G19 C 15 ALC M 1 G26 C LIN M 1 G21 G22 G23 G24 G27 G30 02 C 1 C 2 C 1 C 5 C 999 C 25 PCD MOA RTE TAX M 1 M 1 M 1 M 1 PIA C 25 IMD C 99 MEA QTY DTM GIN C 99 C 10 C 35 C 1000 DOC FTX CCI PRI C 5 C 99 M 1 M 1 See page 3 03 RNG RNG RNG CAV MEA DTM C 1 C 1 C 1 C 10 C 10 C 5 04 Branching Diagram Page 2 Page 16

18 EUROFER ORDERS PURCHASE ORDER CHANGE MESSAGE VERSION - JANUARY 2000 UN/EDIFACT DIRECTORY : D97.A Level 02 See page 2 G31 C 999 G32 C 10 G36 C 10 G37 C 99 G41 C 99 G47 C 10 G49 C 5 G50 G51 C 10 C 100 RFF PAC TAX NAD ALC TDT TOD EQD SCC M 1 M 1 M 1 M 1 M 1 M 1 M 1 M 1 M 1 03 G34 C 5 G39 G40 C 5 C 5 G43 G44 C 1 C 2 G45 C 1 G46 C 5 G48 C 10 G52 C 10 DTM MEA PCI LOC LOC DOC CTA PCD MOA RTE TAX LOC LOC QTY C 5 C 5 M 1 C 5 C 5 M 1 M 1 M 1 M 1 M 1 M 1 M 1 C 2 M 1 04 GIN COM RNG RNG RNG DTM C 10 C 5 C 1 C 1 C 1 C 5 Branching Diagram Page 3 Page 17

19 2.3 General description of the message - subset of Eurofer Message definition and segment clarification This section is provided to give further clarification and explanation of the usage of the segments within the message defined by Eurofer. The message consists of two sections, a heading section and a detail section. The heading section represents the commercial details, the corresponding references and the parties involved. Some detail information which applies or relates to all the line items of the detail section can also be given in the heading section. This section should be read in conjunction with the segment usage and the branching diagram (chapter 2.2.) which indicates the required (R) and optional (O) segments and segment groups. The following guidelines and principles apply to the whole message of Eurofer and are intended to facilitate the understanding and the implementation of the message. All the specified date/times (segment DTM) should be in the format 'CCYYMMDD'/'hhmm' unless all parties involved in the transaction agree that there is a functional requirement for an alternative format. Periods should be specified as whole numbers representing the required period as indicated in the format qualifier (weeks, month, etc) Where a choice of code or text is given, only the code element should be used if possible. Optional (conditional) data that are not required in the message should not be included. Care must be taken that the segment qualifier in dependent segments do not conflict with the segment qualifier of the trigger segment of the group. Page 18

20 2.3.2 Message description - Heading section Information to be or which can be provided in the heading section of the message. Segment UNH, Message Header A service segment starting and uniquely identifying a message. The message type code for the EUROFER Purchase order change request message is "ORDCHG". Note : Purchase order change request messages complying with this document must contain the following data in the segment UNH composite data element S009 : Data elements : ORDCHG D A UN Segment BGM, Beginning of message A segment by which the sender must uniquely identify the order change by means of its number and when necessary its function. Segment DTM, Date/time/period A segment specifying general dates and, when relevant, times related to the whole order or order change message. This segment must be specified at least once to identify the order change date. Examples of the use of this DTM segment are : Lead times that apply to the whole of the order and, if no schedule is to be specified, the delivery date. The Date/time/period segment within other Segment groups should be used whenever the date/time/period requires to be logically related to another specified data item. e.g. schedule dates are specified within segment group 47. Segment PAI, Payment instructions A segment changing conditions of payment, guarantee and method of payment for the whole order. An example of the use of this segment is to specify that a documentary credit will be used. Segment IMD, Item description A segment providing a description common to all line items of the order change. Segment FTX, Free text A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually. This segment can be used to give production and shipping remarks. Page 19

21 Segment group 1 : RFF-DTM A group of segments for giving references and where necessary, their dates, relating to the whole message, e.g. Contract number, import/export license number, reservation number. Segment RFF, Reference A segment identifying the reference by its number and where appropriate a line number within the document. Segment DTM, Date/time/period A segment specifying the date/time related to the reference. Segment group 3 : NAD-LOC-FII-SG4-SG5-SG6 A group of segments identifying the parties with associated information. Eurofer has decided not to use the segment FII of this group. Segment NAD, Name and address A segment identifying name and address of the parties, in coded or clear form, and their functions relevant to the order change. It is recommended that where possible only the coded form of the party ID should be specified e.g. the customer and supplier are known to each other, and only the coded format is required. Consignee or delivery address may vary and would have to be completely specified, preferably in structured format. Segment LOC, Place/location identification A segment giving more specific location information of the party specified in the NAD segment e.g. internal site/building number. Segment group 4 : RFF-DTM A group of segments giving references only relevant to the specified party rather than the whole order change. Segment RFF, Reference A segment identifying the reference by its number and where appropriate a line number within a document. Segment DTM, Date/time/period A segment specifying the date and/or time related to the reference. Segment group 5 : DOC-DTM A group of segments identifying the documentary requirements of the specified party. Eurofer has decided to use only the segment DOC of this group. The other segment of this group for giving associated information should not be used. Segment DOC, Document/message details A segment identifying and providing information relating to the documents required by the party specified by the NAD segment. For example the party may require a Certificate of Analysis. Page 20

22 Segment group 6 : CTA-COM A group of segments giving contact details of the specific person or department within the party identified in the NAD segment. Segment CTA, Contact information A segment to identify a person or department, and their function, to whom communications should be directed. Segment COM, Communication contact A segment to identify a communications type and number for the contact specified in the CTA segment. Segment group 7 : TAX-MOA-LOC A group of segments specifying tax related information, and when necessary, the location(s) to which that tax information relates. Eurofer has decided to use only the segments TAX and LOC of the group. The other segment of this group for giving associated information should not be used. Segment TAX, Duty/tax/fee details A segment specifying a tax type, category and rate, or exemption, relating to the whole order change e.g. Value Added Tax at the standard rate is applicable for all items. Segment LOC, Place/location identification A segment indicating the location to which the tax or exemption specified in the TAX segment applies e.g. city or state or country (use UN/LOCODE). Segment group 8 : CUX-PCD-DTM A group of segments specifying the currencies and related dates/periods valid for the whole order change. Currency data may be omitted in national applications but will be required for international transactions. Eurofer has decided to use only the segments CUX and DTM of the group. The other segment of this group for giving associated information should not be used. Segment CUX, Currencies A segment identifying the currencies required in the order change e.g. the order currency. A rate of exchange may be given to convert a reference currency into a target currency. Segment DTM, Date/time/period A segment specifying the date/time/period related to the rate of exchange. Segment group 9 : PAT-DTM-PCD-MOA A group of segments specifying the terms of payment applicable for the whole order change. Eurofer has decided to use only the segment PAT of the group. The other segments of this group for giving associated information should not be used. Segment PAT, Payment terms basis A segment identifying the payment terms and date/time basis. Page 21

23 Segment group 10 : TDT-SG11 A group of segments identifying the mode and means of transport, location and relevant dates and times for transportation, relating to the whole order change. Segment TDT, Details of transport A segment specifying the mode, means and identification of the transport for the goods being ordered. If required, the carrier's address should be indicated within the NAD segment group. Segment group 11 : LOC-DTM A group of segments giving the location and date/time information relative to the transportation. Eurofer has decided to use only the segment LOC of this group. The other segment for giving associated information should not be used. Segment LOC, Place/location identification A segment identifying locations relevant to the transport specified in the TDT segment e.g. place of departure or border crossing point. Segment group 12 : TOD-LOC A group of segments indicating the terms of delivery for the whole Order change. Segment TOD, Terms of delivery A segment identifying the delivery terms to be used e.g. UN INCOTERMS code could be used to specify the delivery terms. Segment LOC, Place/location identification A segment identifying locations relevant to the delivery terms specified in the TOD segment, e.g. use UN/LOCODE. Segment group 15 : EQD-HAN-MEA-FTX A group of segments providing information relating to equipment identification and ownership, handling and identification of hazardous materials, relating to the whole order change. Eurofer has decided to use only the segment EQD of this group. The other segments giving associated information should not be used. Segment EQD, Equipment details A segment to define fixed information regarding equipment to be used in conjunction with the whole order change, and if required, to indicate responsibility for supplying of the equipment. Segment group 19 : ALC-ALI-DTM-SG20-SG21-SG22-SG23-SG24 A group of segments specifying allowances and charges for the whole order change. The allowances and charges specified within this segment group relate only to the total order. Eurofer has decided to use only the segment ALC and the segment groups 21, 22, 23 and 24 of this group. The other segments and the other segment group for giving associated information should not be used. Page 22

24 Segment ALC, Allowance or charge A segment identifying the charge or allowance and, where necessary its calculation sequence. Segment group 21 : PCD-RNG A group of segments specifying the percentage for the allowance or charge e.g. The allowance/charge amount is calculated as 5% of the goods value or a price reduction of 5% may be specified if the goods quantity ordered is within the range 5 tons to 10 tons. Segment PCD, Percentage details A segment identifying the percentage and the percentage basis for the calculation of the allowance or charge. Segment RNG, Range details A segment specifying, if required, a range for the application of the percentage. Segment group 22 : MOA-RNG A group of segments specifying a monetary amount for an allowance or charge. A range to which the allowance or charge applies can be specified e.g. an allowance of 5000 BEF may be specified if goods value ordered is greater than BEF. Segment MOA, Monetary amount A segment identifying the monetary amount for the allowance or charge. Segment RNG, Range details A segment specifying, if required, a range for the application of the allowance/charge amount. Segment group 23 : RTE-RNG A group of segments specifying the rate per unit and basis to which the allowance or charge applies e.g. the allowance/charge amount is 3 DEM per 10 tons. Segment RTE, Rate details A segment specifying the rate per unit and the basis for calculation. Segment RNG, Range details A segment specifying, if required, the range for the application of the allowance/charge rate. Segment group 24 : TAX-MOA A group of segments specifying tax related information for the allowance or charge. Eurofer has decided to use only the segment TAX. The other segment should not be used. Segment TAX, Duty/tax/fee details A segment specifying the tax type, category and rate, or exemption, related to the allowance or charge. Page 23

25 2.3.3 Message description - Detail section Information to be provided in the detail section of the message. Segment group 26 : LIN-PIA-IMD-MEA-QTY-PCD-ALI-DTM-MOA-GIN-GIR -QVR-DOC-PAI-FTX-SG27-SG28-SG29-SG30-SG31-SG32 -SG35-SG36-SG37-SG41-SG47-SG49-SG50-SG51-SG53-SG54 A group of segments providing details of the individual line items. Eurofer has decided to use only the segments LIN, PIA, IMD, MEA, QTY, DTM, GIN, DOC, FTX, and the segments groups SG27, SG30, SG31, SG32, SG35, SG36, SG37, SG41, SG47, SG49, SG50 and SG51. Segment LIN, Line item A segment identifying the line item by the line number and additionally, identifying the product or service ordered for example by his article number. Other product identification numbers e.g. Buyer's product number, etc. can be specified within the following PIA segment. The Data element 1229 has to be used. Segment PIA, Additional product identification A segment providing either additional identification of the product specified in the LIN segment (e.g. Custom's Harmonized System number), or provides any substitute product identification. Segment IMD, Item description A segment for describing the product or service being ordered as well as product characteristic. This segment should be used for products or services that cannot be fully identified by a product code or an item number. In the steel and iron industry this segment can be used to give a detailed description of the products, the steel grade, the general description of the product group or the requested production process. Segment MEA, Measurements A segment enabling the physical measurements of the ordered item to be specified where this is required for full identification of the product. Any measurements must refer to the product in its unpacked form e.g. thickness of steel sheet, length, weight, etc. If the segment MEA is not sufficient for the product detail specifications, the segment group 27 (CCI, CAV, MEA) must be used. Segment QTY, Quantity A segment identifying a quantity as specified by the Action Code Request. Segment DTM, Date/time/period A segment specifying date/time/period relating to the line item only, e.g. delivery time requested for a spot order or service order. Page 24

26 Segment GIN, Goods identity number A segment providing identity numbers to be applied to the goods being ordered, e.g. serial numbers for the production of the ordered product. Segment DOC, Document/message details A segment to indicate that a certificate/declaration of origin is required for the ordered article. For example a certificate of analysis. Segment FTX, Free text A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually. This segment can be used to give production and shipping remarks. Segment group 27 : CCI-CAV-MEA A group of segments providing product characteristics and product characteristic details. A segment group enabling the full definition of the product specification. Segment CCI, Characteristic/class id A segment to identify product characteristic and, or the characteristic name and characteristic relevance for the business process. The value of the specified product characteristic, as a code or a non-numeric value, can be given in the depending CAV segment. If the value of the characteristic is numeric then the depending MEA segment must be used. Segment CAV, Characteristic attribute value A segment to specify common product characteristic by value in either a coded form or in free format. Segment MEA, Measurements A segment indicating characteristic value, being physical measurements (including measurable quantities and percentages) related to specified product characteristic. A segment enabling the physical measurements of the product detail, given in the CCI segment, to be specified where this is required for full definition of the product ordered. Segment group 30 : PRI-CUX-APR-RNG-DTM A group of segments identifying the relevant pricing information for the goods or services ordered. Eurofer has decided to use only the segments PRI and DTM of this group. The other segments for giving associated information should not be used. Segment PRI, Price details A segment to specify the price type and amount. The price used in the calculation of the line amount will be identified as 'Unit Price'. Page 25

27 Segment DTM, Date/time/period A segment to identify the date/time/period information related to the price change e.g. period of validity. Segment group 31 : RFF-DTM A segment group giving references and where necessary, their dates, relating to the line item. Segment RFF, Reference A segment identifying the references by its number and where appropriate, a line number within a referred document. Segment DTM, Date/time/period A segment specifying the date/time related to the reference. Segment group 32 : PAC-MEA-QTY-SG33-SG34 A group of segments identifying the packaging, physical dimensions, and marks and numbers for goods referenced in the line item. Eurofer has decided to use only the segments PAC and MEA and the segment group 34 of this group. The other segments and the other group for giving associated information should not be used. Segment PAC, Package A segment specifying the number of packages and the physical type of packaging for the line item e.g. pallet type. Segment MEA, Measurements A segment specifying physical measurements of packages described in the PAC segment e.g. cube or gross weight. Segment group 34 : PCI-RFF-DTM-GIN A group of segments specifying the markings and labels on individual physical units. Eurofer has decided to use only the segments PCI and GIN of this group. The other segments for giving associated information should not be used. Segment PCI, Package identification A segment specifying markings and labels used on individual physical units (packages) described in the PAC segment. Segment GIN, Goods identity number A segment identifying the number or ranges of numbers for use with the package markings, e.g. Serial numbers. Segment group 36 : TAX-MOA-LOC A group of segments specifying tax related information, and when necessary, the location(s) to which that tax information relates. Eurofer has decided to use only the segments TAX and LOC of this group. The other segment for giving associated information should not be used. Page 26

28 Segment TAX, Duty.tax/fee details A segment specifying a tax type, category and rate, or exemption, relating to the line item. Segment LOC, Place/location identification A segment indicating the location to which the tax or exemption specified in the TAX segment applies e.g. city or state tax. Segment group 37 : NAD-LOC-SG38-SG39-SG40 A group of segments identifying the parties with associated information, relevant to the line item only. Eurofer has decided to use only the segments NAD and LOC, the segment group 39 starting with the DOC segment, and the segment group 40 of this group. The other segments for giving associated information should not be used. Segment NAD, Name and address A segment identifying name and addresses of the parties, in coded or clear form, and their functions relevant to the line item. It is recommended that where possible only the coded form of the party ID should be specified. e.g. the customer and supplier are known to each other, thus only the coded ID is required, but the consignee or delivery address may vary and would have to be clearly specified, preferably in structured format. Segment LOC, Place/location identification A segment giving more specific location information of the party specified in the NAD segment e.g. internal site/building number. Segment group 39 : DOC-DTM A group of segments identifying the documentary requirements of the specified party. Eurofer has decided to use only the segment DOC of this group. The other segment for giving associated information should not be used. Segment DOC, Document/message details A segment identifying and providing information relating to the documents required by the party specified by the NAD segment. For example, the party may require a Certificate of Analysis. Segment group 40 : CTA-COM A group of segments giving contact details of the specific person or department within the party identified in the NAD segment. Segment CTA, Contact information A segment to identify a person or department, and their function, to whom communications should be directed. Segment COM, Communication contact A segment to identify a communications type and number for the contact specified in the CTA segment. Page 27

29 Segment group 41 : ALC-ALI-DTM-SG42-SG43-SG44-SG45-SG46 A group of segments specifying allowances and charges for the line item. Eurofer has decided to use only the segment ALC and the segment groups 43, 44, 45 and 46 of this group. The other segments and the other segment groups for giving associated information should not be used. Segment ALC, Allowance or charge A segment identifying the charge or allowance and, where necessary its calculation sequence. Segment group 43 : PCD-RNG A group of segments specifying the percentage for the allowance or charge e.g. The allowance/charge amount is calculated as 5% of the goods value or a price reduction of 5% may specified if the goods quantity ordered is within the range 5 tons to 10 tons. Segment PCD, Percentage details A segment identifying the percentage and the percentage basis for the calculation of the allowance or charge. Segment RNG, Range details A segment specifying, if required, a range for the application of the percentage. Segment group 44 : MOA-RNG A group of segments specifying a monetary amount for an allowance or charge and a range to which the allowance or charge applies can be specified e.g. an allowance of 5000 BEF may be specified if goods value ordered is greater than BEF. Segment MOA, Monetary amount A segment identifying the monetary amount for the allowance or charge. Segment RNG, Range details A segment specifying, if required, a range for the application of the allowance/charge amount. Segment group 45 : RTE-RNG A group of segments specifying a monetary the rate per unit and basis to which the allowance or charge applies e.g. The allowance/charge amount is 3 DEM per 10 tons. Segment RTE, Rate details A segment specifying the rate per unit and the basis for calculation. Segment RNG, Range details A segment specifying, if required, the range for the application of the allowance/charge rate. Page 28

30 Segment group 46 : TAX-MOA A group of segments specifying tax related information for the allowance or charge. Eurofer has decided to use only the segment TAX. The other segment should not be used. Segment TAX, Duty/tax/fee details A segment specifying the tax type, category and rate, or exemption, related to the allowance or charge. Segment group 47 : TDT-SG48 A group of segments identifying the mode and means of transport, location and relevant dates and times for transportation, relating to the line item, where this is different to or not specified within the heading section. Segment TDT, Details of transport A segment specifying the mode, means and identification of the transport for the goods being ordered, where this is different to or not specified within the heading section. Segment group 48 : LOC-DTM A group op segments giving the location and date/time information relative to the transportation. Eurofer has decided to use only the segment LOC of this group. The other segment giving associated information should not be used. Segment LOC, Place/location identification A segment identifying locations relevant to the transport specified in the TDT segment. Segment group 49 : TOD-LOC A group of segments indicating the terms of delivery for the line item. Segment TOD, Terms of delivery A segment identifying the delivery terms requested. Segment LOC, Place/location identification A segment identifying locations relevant to the delivery terms specified in the TOD segment. Segment group 50 : EQD-HAN-MEA-FTX A group of segments providing information relating to equipment identification and ownership, handling and notification of hazardous materials, relating to the line item where this is different to or not specified within the heading section. Eurofer has decided to use only the segment EQD of this group. The other segments giving associated information should not be used. Segment EQD, Equipment details A segment to define fixed information regarding equipment to be used in conjunction with the ordered item, and if required, to indicate responsibility for supply of the equipment e.g. a container identification. Page 29

31 Segment group 51 : SCC-FTX-RFF-SG52 A group of segments specifying delivery schedules relating to quantities, frequencies, and dates, for the line item. Eurofer has decided to use only the segment SCC and the segment group SG52 of this group. The other segments giving associated information should not be used. Segment SCC, Scheduling conditions A segment specifying the type and status of the schedule being given, and optionally defining a pattern to be established e.g. firm or proposed delivery schedule for a weekly pattern. Segment group 52 : QTY-DTM A group of segments to specify the scheduled quantities, date/time details of the schedule and where required the reference of the schedule. Segment QTY, Quantity A segment to specify pertinent quantities relating to the schedule and pattern established in the SCC segment e.g. delivery quantity. Segment DTM, Date/time/period A segment indicating the date/time details relating to the quantity and schedule details in the SCC/QTY segments. This segment may be repeated to indicate date/time ranges, e.g. start and end dates for the delivery pattern, or delivery window. Segment UNS, Section control A service segment placed at the start of the summary to avoid segment collision. Segment UNT, Message trailer A service segment ending the message, giving the total number of segments in the message and the control reference number of the message. Page 30

32 2.4 Detailed description of the message - subset of Eurofer Detailed segment clarification This section is provided to give detailed clarification and a further explanation to the usage of the data elements in the segments of the Order change message defined in the subset of Eurofer. The message consists of two sections, a heading section and a detail section. The section describes each segment used in the heading section of the Eurofer Order change message. The section describes each segment used in the detail section of the Eurofer Order change message. The original EDIFACT segment layout is listed. The appropriate comments relevant to the Eurofer subset are indicated. The segments are presented in the sequence in which they appear in the message. The segment and the segment group tag is followed by Mandatory or Conditional indicator, the maximum number of occurrences and the segment description. Reading from left to right, in column one the usage indicator is for the use of the EDIFACT data elements in the Eurofer subset. In the other columns the information is given about the data element tag, data element name, followed by the EDIFACT status and the format. The codes used for the usage indicator (USG. IND.) for the data elements are, R for REQUIRED - Should always be used in the message O for OPTIONAL - May be used by trading partners if required. X for EXCLUDED - Not used in the message. Page 31

33 2.4.2 Detailed segment description - Heading section UNH MESSAGE HEADER Mandatory 1 To head, identify and specify a message This segment would normally be added as part of the translation process. It has been included for completeness. R 0062 MESSAGE REFERENCE NUMBER M an..14 Unique message number assigned by the sender R S009 MESSAGE IDENTIFIER M R 0065 Message type identifier M an..6 ORDCHG Purchase order change message R 0052 Message type version number M an..3 D R 0054 Message type release number M an..3 97A R 0051 Controlling agency M an..2 UN United nations X 0057 Association assigned code C an..6 X 0068 COMMON ACCESS REFERENCE C an..35 X S010 STATUS OF THE TRANSFER C X 0070 Sequence message transfer number M n..2 X 0073 First/last sequence message transfer C a1 Page 32