UN/EDIFACT Message Type : Batch : PARTIN

__ United Nations Directories for Electronic Data Interchange for Administration, Commerce and Transport __UN/EDIFACT

Message Type : PARTIN Version : D Release : 08A Contr. Agency: UN Revision : 7 Date : 2008-05-30 SOURCE: TBG1 Supply Chain CONTENTS Party information message 0. INTRODUCTION 1. SCOPE 1.1 Functional definition 1.2 Field of application 1.3 Principles 2. REFERENCES 3. TERMS AND DEFINITIONS 3.1 Standard terms and definitions 4. MESSAGE DEFINITION 4.1 Segment clarification 4.1.1 Header section 4.1.2 Detail section 4.2 Segment index (alphabetical sequence by tag) 4.3 Message structure 4.3.1 Segment table ---------------------------------------------------------------------- For general information on UN standard message types see UN Trade Data Interchange Directory, UNTDID, Part 4, Section 2.3, UN/ECE UNSM General Introduction ---------------------------------------------------------------------- 0. INTRODUCTION This specification provides the definition of the Party information message (PARTIN) to be used in Electronic Data Interchange (EDI) between trading partners involved in administration, commerce and transport. 1. SCOPE 1.1 Functional definition A message to enable the transmission of basic information regarding locations and the related operational, administrative, financial, manufacturing, confirmation of registration and trading data. 1.2 Field of application The Party information message may be used for both national and international applications. It is based on universal practice related to administration, commerce and transport, and is not dependent on the type of business or industry. 1.3 Principles The accurate and unambiguous identification of the trading partners and their operational parameters is an essential issue for EDI. The Party Information Message serves to maintain the partners master data files. Note: Once the data available in master data files is established: - identifying codes should be used instead of clear data - clear data is to be used if it is required to override the data from a particular transaction. The Party Information Message is used to specify information related to physical locations and to functional locations. A functional location is usually a specific department within a company. The change, delete, add indicator being given in the BGM segment, one separate message has to be provided per type of function required. 2. REFERENCES See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General Introduction, Section 1. 3. TERMS AND DEFINITIONS 3.1 Standard terms and definitions See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General Introduction, Section 2. 4. MESSAGE DEFINITION 4.1 Segment clarification This section should be read in conjunction with the segment table which indicates mandatory, conditional and repeating requirements. The following guidelines and principles apply to the whole message and are intended to facilitate the understanding and implementation of the message: All specified dates/times 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, months, etc.) Where a choice of code or text is given only the code element should be used wherever possible. Conditional data that is 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 a group. Free text information within the message should be avoided as this inhibits automatic processing. 4.1.1 Header section Information to be provided in the Header section: 0010UNH, Message header A service segment starting and uniquely identifying a message. The message type code for the Party information message is PARTIN. Note: Party information messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 PARTIN 0052 D 0054 08A 0051 UN 0020BGM, Beginning of message A segment for unique identification of the Document name and number. The message function code (DE 1225) applies to all transactions indicated in the message. Consequently, one separate message has to be provided per type of function required. The following rules apply: - Addition (DE 1225 = 2). This code is used for providing information about parties for the first time to the trading partner. - Deletion (DE 1225 = 3). This code is used to delete parties from the partner's master file; In case of deletion, only the NAD segments need to be sent in the detail section. - Change (DE 1225 = 4). This code is used to modify any information relevant to parties already known by the trading partner. All the segments relating to the party including the address to be modified need to be sent. - Confirmation (DE 1225 = 6). This code is used when party information is sent again for confirmation. 0030DTM, Date/time/period A segment specifying general dates, and when relevant, times related to the whole message. 0040FII, Financial institution information A segment identifying the financial institution (e.g. bank) and relevant account numbers valid for all the parties described in the detail section of the message. 0050FTX, 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. 0060 Segment group 1: RFF-DTM A group of segments indicating reference numbers and optionally date of the reference relating to the whole message. 0070RFF, Reference A segment for referencing documents relating to the whole message, e.g. previously sent PARTIN message number, Interchange Agreement contract. 0080DTM, Date/time/period A segment specifying the date of the reference number indicated in the RFF segment. 0090 Segment group 2: NAD-SG3 A group of segments identifying Names, Addresses, Contacts and Communication numbers relevant to the sender and the receiver of the message. 0100NAD, Name and address A segment for identifying the Sender and Receiver name and address. 0110 Segment group 3: CTA-COM A group of segments giving details of the specific person or department within the party. 0120CTA, Contact information A segment giving additional contact information relating to the party specified in the NAD segment, e.g. contact person or department in a particular function. 0130COM, Communication contact A segment to identify communication numbers of departments or persons related to the contact information provided in CTA. 4.1.2 Detail section Information to be provided in the Detail section: 0140UNS, Section control A service segment placed at the start of the detail section to avoid segment collision. 0150 Segment group 4: NAD-DTM-FII-IDE-FTX-TAX-HYN-SG5-SG6-SG7-SG8- SG9-SG10-SG11-SG12-SG13 A group of segments for giving the details of a party. 0160NAD, Name and address A segment for identifying the party identification code and the corresponding function, name and address. The party identification code is mandatory, and the structured address form is preferred. 0170DTM, Date/time/period A segment specifying the date and the time details relevant to the party information identified in the NAD segment. 0180FII, Financial institution information A segment identifying the financial institution, (e.g. bank) and relevant account numbers for the party identified in the NAD segment. 0190IDE, Identity This segment is used to indicate an alternative identification of a party. 0200FTX, Free text This segment is used to provide free form or coded text information related to the current party, e.g. a description of the primary activities of a party. 0210TAX, Duty/tax/fee details This segment is used to specify duty/tax/fee information related to the current party, e.g. party is exempt from tax. 0220HYN, Hierarchy information This segment is used to identify hierarchical connections from a given party to a higher or lower level party. 0230 Segment group 5: LOC-DTM A group of segments for giving locations and dates relevant to party. 0240LOC, Place/location identification A segment specifying the locations relevant to the party identified in the NAD segment, e.g. internal building number on a site. 0250DTM, Date/time/period A segment specifying dates and times relevant to the LOC segment. 0260 Segment group 6: RFF-DTM A group of segments for giving references relevant to the party. 0270RFF, Reference A segment for referencing numbers related to the party such as Party Tax Identification Number. 0280DTM, Date/time/period A segment specifying the date of the reference number indicated in the RFF segment. 0290 Segment group 7: CTA-COM A group of segments giving contact details of the specific person or department within the party. 0300CTA, Contact information A segment giving additional contact information relating to the party specified in the NAD segment, e.g. contact person of department in a particular function. 0310COM, Communication contact A segment to identify communication numbers of departments or persons related to the contact information provided in CTA. 0320 Segment group 8: SCC-DTM A group of segment specifying schedules related to the party identified in the NAD segment. 0330SCC, 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 schedule for a weekly pattern of delivery hours. 0340DTM, Date/time/period A segment indicating the date/time details relevant to the schedule details in the SCC segment. This segment may be used to indicate date/time ranges. 0350 Segment group 9: TOD-LOC A group of segments specifying the standard terms of delivery. 0360TOD, Terms of delivery or transport A segment indicating terms of delivery related to the referenced NAD segment. 0370LOC, Place/location identification A segment specifying location for the referenced terms of delivery. 0380 Segment group 10: PAI-PYT-CUX-DTM-PCD-MOA A group of segments relating to the standard payment instructions, payment terms, the reference and the payment currencies. 0390PAI, Payment instructions A segment giving information on payment instructions. 0400PYT, Payment terms A segment giving information on the payment terms basis. 0410CUX, Currencies A segment giving information on the currencies. 0420DTM, Date/time/period This segment is used to specify dates, and/or times, or periods related to general payment conditions. 0430PCD, Percentage details This segment is used to specify percentage information related to payment conditions. 0440MOA, Monetary amount This segment is used to specify a monetary amount related to payment conditions. 0450 Segment group 11: RCS-MOA-QTY A group of segments for relating monetary amounts and quantities to requirements and conditions. 0460RCS, Requirements and conditions A segment to specify a requirement or a condition. 0470MOA, Monetary amount A segment specifying monetary amounts such as annual revenue. 0480QTY, Quantity A segment specifying quantities, such as the number of employees. 0490 Segment group 12: CCI-MOA-QTY-CAV-DTM-MEA A group of segments for relating monetary amounts and quantities to characteristics and classes. 0500CCI, Characteristic/class id A segment to specify a characteristic or a class. 0510MOA, Monetary amount A segment specifying monetary amounts. 0520QTY, Quantity A segment specifying quantities. 0530CAV, Characteristic value A segment to further specify party characteristics which apply to the party in the messages. 0540DTM, Date/time/period A segment providing dates/times related to the characteristic identification. 0550MEA, Measurements A segment providing measurements related to the characteristic identification. 0560 Segment group 13: PRC-DTM-SG14 A group of segments for relating processes, entities and documents. 0570PRC, Process identification A segment for identifying a process. 0580DTM, Date/time/period A segment to specify dates/time/periods related to the process or sub-process. 0590 Segment group 14: LIN-NAD-SG15 A group of segments for relating a line number and entity to a document. 0600LIN, Line item A segment for specifying a line number. 0610NAD, Name and address A segment for citing an entity and a related address. 0620 Segment group 15: DOC-DTM A group of segments to relate a document and a date. 0630DOC, Document/message details A segment to cite a document. 0640DTM, Date/time/period A segment to relate a date, such as an effective date or a version date to a document. 0650UNT, Message trailer A service segment ending a message, giving the total number of segments in the message (including the UNH & UNT) and the control reference number of the message. 4.2 Segment index (alphabetical sequence by tag) BGM Beginning of message CAV Characteristic value CCI Characteristic/class id COM Communication contact CTA Contact information CUX Currencies DOC Document/message details DTM Date/time/period FII Financial institution information FTX Free text HYN Hierarchy information IDE Identity LIN Line item LOC Place/location identification MEA Measurements MOA Monetary amount NAD Name and address PAI Payment instructions PCD Percentage details PRC Process identification PYT Payment terms QTY Quantity RCS Requirements and conditions RFF Reference SCC Scheduling conditions TAX Duty/tax/fee details TOD Terms of delivery or transport UNH Message header UNS Section control UNT Message trailer

4.3 Message structure 4.3.1 Segment table Pos Tag Name S R HEADER SECTION 0010UNH Message header M 1 0020BGM Beginning of message M 1 0030DTM Date/time/period M 5 0040FII Financial institution information C 10 0050FTX Free text C 5 0060 ----- Segment group 1 ------------------ C 5-----------+ 0070RFF Reference M 1 | 0080DTM Date/time/period C 1-----------+ 0090 ----- Segment group 2 ------------------ C 2-----------+ 0100NAD Name and address M 1 | | 0110 ----- Segment group 3 ------------------ C 5----------+| 0120CTA Contact information M 1 || 0130COM Communication contact C 5----------++ DETAIL SECTION 0140UNS Section control M 1 0150 ----- Segment group 4 ------------------ C 200000------+ 0160NAD Name and address M 1 | 0170DTM Date/time/period C 5 | 0180FII Financial institution information C 10 | 0190IDE Identity C 9 | 0200FTX Free text C 9 | 0210TAX Duty/tax/fee details C 9 | 0220HYN Hierarchy information C 9 | | 0230 ----- Segment group 5 ------------------ C 99---------+| 0240LOC Place/location identification M 1 || 0250DTM Date/time/period C 2----------+| | 0260 ----- Segment group 6 ------------------ C 15---------+| 0270RFF Reference M 1 || 0280DTM Date/time/period C 1----------+| | 0290 ----- Segment group 7 ------------------ C 5----------+| 0300CTA Contact information M 1 || 0310COM Communication contact C 5----------+| | 0320 ----- Segment group 8 ------------------ C 10---------+| 0330SCC Scheduling conditions M 1 || 0340DTM Date/time/period C 2----------+| | 0350 ----- Segment group 9 ------------------ C 1----------+| 0360TOD Terms of delivery or transport M 1 || 0370LOC Place/location identification C 1----------+| | 0380 ----- Segment group 10 ------------------ C 999--------+| 0390PAI Payment instructions M 1 || 0400PYT Payment terms C 1 || 0410CUX Currencies C 2 || 0420DTM Date/time/period C 9 || 0430PCD Percentage details C 9 || 0440MOA Monetary amount C 9----------+| | 0450 ----- Segment group 11 ------------------ C 999--------+| 0460RCS Requirements and conditions M 1 || 0470MOA Monetary amount C 9 || 0480QTY Quantity C 9----------+| | 0490 ----- Segment group 12 ------------------ C 999--------+| 0500CCI Characteristic/class id M 1 || 0510MOA Monetary amount C 9 || 0520QTY Quantity C 9 || 0530CAV Characteristic value C 9 || 0540DTM Date/time/period C 9 || 0550MEA Measurements C 9----------+| | 0560 ----- Segment group 13 ------------------ C 999--------+| 0570PRC Process identification M 1 || 0580DTM Date/time/period C 9 || || 0590 ----- Segment group 14 ------------------ C 999-------+|| 0600LIN Line item M 1 ||| 0610NAD Name and address M 1 ||| ||| 0620 ----- Segment group 15 ------------------ M 99-------+||| 0630DOC Document/message details M 1 |||| 0640DTM Date/time/period C 9--------++++ 0650UNT Message trailer M 1