EDI 838 Trading Partner Profile

Functional Group TD

X12M Supply Chain Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Trading Partner Profile Transaction Set (838) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used to request, change, verify or transmit business profile information to or from a trading partner. This information can be used by the receiver to facilitate the processing of the sender's business transactions. The transaction set may be used to convey government survey information, business classification, general survey information, summary supplier ratings, changes in the EDI environment information, tax information, entity relationships, and general business profile information to update automated information data bases between trading partners.

Heading

Position
Segment
Name
Max use
  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the type and purpose of the profile data

  3. To identify the requested limitations and the corresponding response actions of an inquiry

  4. To identify a person or office to whom administrative communications should be directed

  5. To provide a description of the included specification or technical data items

  6. To specify pertinent dates and times

  7. LX Loop Optional
    Repeat >1
    1. To reference a line number in a transaction set

    2. To indicate action to be taken for the location specified and to qualify the location specified

      For each occurrence of the PLA segment within the LX loop, the sum of FBB03 for separately identified countries cannot exceed 100.
    3. To further define and describe a place or location

    4. To specify basic item identification data

    5. N1 Loop Optional
      Repeat >1
      1. To identify a party by type of organization, name, and code

      2. To specify additional names

      3. To specify the location of the named party

      4. To specify the geographic place of the named party

      5. To transmit identifying information as specified by the Reference Identification Qualifier

      6. To identify a person or office to whom administrative communications should be directed

      7. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

      8. To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction

      9. To specify transportation instructions relating to shipment

      10. To specify terms of sale

      11. To specify the carrier and sequence of routing and provide transit time information

      12. To provide a description of the included specification or technical data items

      13. To specify amount or percentage of foreign and/or industry business by the trading partner

      14. To specify pertinent dates and times

      15. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

      16. LCD Loop Optional
        Repeat >1
        1. To further define and describe a place or location

        2. To specify additional names

        3. To specify the geographic place of the named party

        4. To supply demographic information

        5. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

      17. TPD Loop Optional
        Repeat >1
        1. To describe attribute of a trading partner

        2. To transmit identifying information as specified by the Reference Identification Qualifier

        3. To describe a product or process in coded or free-form format

        4. To specify pertinent dates and times

        5. To indicate that the next segment begins a loop

        6. TUD Loop Optional
          Repeat >1
          1. To allow for the identification of trade union data related to a specific location or product line

          2. To specify pertinent dates and times

          3. To identify a party by type of organization, name, and code

          4. To specify additional names

          5. To specify the location of the named party

          6. To specify the geographic place of the named party

          7. To identify a person or office to whom administrative communications should be directed

        7. To indicate that the loop immediately preceding this segment is complete

        8. SPR Loop Optional
          Repeat >1
          1. To convey a rating value or score of a trading partner

          2. To transmit identifying information as specified by the Reference Identification Qualifier

          3. To specify pertinent dates and times

      18. PAM Loop Optional
        Repeat >1
        1. To indicate a quantity, and/or amount for an identified period

        2. To specify pertinent dates and times

        3. To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction

        4. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

      19. TXN Loop Optional
        Repeat >1
        1. To indicate EDI transaction capabilities

        2. To transmit identifying information as specified by the Reference Identification Qualifier

        3. To specify pertinent dates and times

      20. LM Loop Optional
        Repeat >1
        1. To transmit standard code list identification information

        2. Code to transmit standard industry codes

    6. ENE Loop Optional
      Repeat >1
      1. To specify electronic systems environment

      2. N1 Loop Optional
        Repeat >1
        1. To identify a party by type of organization, name, and code

        2. To specify additional names

        3. To specify the location of the named party

        4. To specify the geographic place of the named party

        5. To describe attribute of a trading partner

        6. To describe a product or process in coded or free-form format

        7. To transmit identifying information as specified by the Reference Identification Qualifier

        8. To identify a person or office to whom administrative communications should be directed

      3. TXN Loop Optional
        Repeat >1
        1. To indicate EDI transaction capabilities

        2. To transmit identifying information as specified by the Reference Identification Qualifier

        3. To specify pertinent dates and times

  8. To identify the explicit relationship between entities, i.e., parent, child, peer

  9. To indicate the total monetary amount

  10. To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

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