EDI 867 Product Transfer and Resale Report

Functional Group PT

X12M Supply Chain Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Product Transfer and Resale Report Transaction Set (867) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used to: (1) report information about product that has been transferred from one location to another; (2) report sales of product from one or more locations to an end customer; or (3) report sales of a product from one or more locations to an end customer, and demand beyond actual sales (lost orders). Report may be issued by either buyer or seller.

Heading

1. 010 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 020 · BPT · Beginning Segment for Product Transfer and Resale · Max 1 · Mandatory

   To indicate the beginning of the product transfer and/or resale report and transmit identifying data.

3. 040 · CUR · Currency · Max 1 · Optional

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

4. 050 · DTM · Date/Time Reference · Max 10 · Optional

   To specify pertinent dates and times

5. 060 · REF · Reference Numbers · Max 12 · Optional

   To specify identifying numbers.

6. 070 · PER · Administrative Communications Contact · Max 3 · Optional

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

7. 075 · MEA · Measurements · Max 20 · Optional

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

8. N1 Loop Optional Repeat 5

   1. 080 · N1 · Name · Max 1 · Mandatory

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

   2. 090 · N2 · Additional Name Information · Max 2 · Optional

      To specify additional names or those longer than 35 characters in length

   3. 100 · N3 · Address Information · Max 2 · Optional

      To specify the location of the named party

   4. 110 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   5. 120 · REF · Reference Numbers · Max 12 · Optional

      To specify identifying numbers.

   6. 130 · PER · Administrative Communications Contact · Max 3 · Optional

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

9. LM Loop Optional Repeat >1

   1. 140 · LM · Code Source Information · Max 1 · Mandatory

      To transmit standard code list identification information

   2. 150 · LQ · Industry Code · Max 100 · Mandatory

      Code to transmit standard industry codes

Detail

1. PTD Loop Mandatory Repeat 10000

   1. 010 · PTD · Product Transfer and Resale Detail · Max 1 · Mandatory

      To indicate the start of detail information relating to the transfer/resale of a product and provide identifying data.

   2. 020 · DTM · Date/Time Reference · Max 10 · Optional

      To specify pertinent dates and times

   3. 030 · REF · Reference Numbers · Max 20 · Optional

      To specify identifying numbers.

   4. 035 · PRF · Purchase Order Reference · Max 1 · Optional

      To provide reference to a specific purchase order

   5. 040 · PER · Administrative Communications Contact · Max 3 · Optional

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

   6. 045 · MAN · Marks and Numbers · Max 1 · Optional

      To indicate identifying marks and numbers for shipping containers

   7. N1 Loop Optional Repeat 5

      1. 050 · N1 · Name · Max 1 · Mandatory

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

      2. 060 · N2 · Additional Name Information · Max 2 · Optional

         To specify additional names or those longer than 35 characters in length

      3. 070 · N3 · Address Information · Max 2 · Optional

         To specify the location of the named party

      4. 080 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

      5. 090 · REF · Reference Numbers · Max 20 · Optional

         To specify identifying numbers.

      6. 100 · PER · Administrative Communications Contact · Max 3 · Optional

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

   8. QTY Loop Optional Repeat >1

      1. 110 · QTY · Quantity · Max 1 · Mandatory

         To specify quantity information.

      2. 120 · LIN · Item Identification · Max 1 · Optional

         To specify basic item identification data.

      3. 125 · PO4 · Item Physical Details · Max 1 · Optional

         To specify the physical qualities, packaging, weights and dimensions relating to the item.

      4. 130 · UIT · Unit Detail · Max 12 · Optional

         To specify item unit data

      5. 140 · AMT · Monetary Amount · Max 12 · Optional

         To indicate the total monetary amount.

      6. 141 · ITA · Allowance, Charge or Service · Max 10 · Optional

         To specify allowances, charges or services

      7. 150 · PID · Product/Item Description · Max 200 · Optional

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

      8. 160 · MEA · Measurements · Max 40 · Optional

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

      9. 170 · PWK · Paperwork · Max 25 · Optional

         To identify the type and transmission of paperwork or supporting information

      10. 180 · PKG · Marking, Packaging, Loading · Max 25 · Optional

          To describe marking, packaging, loading and unloading requirements.

          The LX loop conveys serial number, lot number, and inventory data.

      11. 190 · REF · Reference Numbers · Max >1 · Optional

          To specify identifying numbers.

      12. 200 · PER · Administrative Communications Contact · Max 3 · Optional

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

      13. 210 · DTM · Date/Time Reference · Max 10 · Optional

          To specify pertinent dates and times

      14. 220 · CUR · Currency · Max 1 · Optional

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

      15. 230 · AT · Financial Accounting · Max 1 · Optional

          To transmit financial accounting data

      16. 240 · DD · Demand Detail · Max 1 · Optional

          To describe the type of demand and the intended use of material

      17. 250 · LDT · Lead Time · Max 1 · Optional

          To specify lead time for availability of products and services.

      18. LM Loop Optional Repeat >1

          1. 260 · LM · Code Source Information · Max 1 · Mandatory

             To transmit standard code list identification information

          2. 270 · LQ · Industry Code · Max 100 · Optional

             Code to transmit standard industry codes

      19. LX Loop Optional Repeat >1

          1. 280 · LX · Assigned Number · Max 1 · Mandatory

             To reference a line number in a transaction set.

          2. 290 · REF · Reference Numbers · Max >1 · Optional

             To specify identifying numbers.

          3. 300 · DTM · Date/Time Reference · Max 1 · Optional

             To specify pertinent dates and times

          4. 310 · N1 · Name · Max 1 · Optional

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

          5. LM Loop Optional Repeat >1

             1. 320 · LM · Code Source Information · Max 1 · Mandatory

                To transmit standard code list identification information

             2. 330 · LQ · Industry Code · Max 100 · Mandatory

                Code to transmit standard industry codes

Summary

1. CTT Loop Optional Repeat 1

   1. 010 · CTT · Transaction Totals · Max 1 · Mandatory

      To transmit a hash total for a specific element in the transaction set

      The number of line items (CTT01) is the accumulation of the number of PTD segments. If used, hash total (CTT02) is the sum of the value of quantities (QTY02) for each QTY segment.

   2. 020 · AMT · Monetary Amount · Max 12 · Optional

      To indicate the total monetary amount.

   3. 021 · ITA · Allowance, Charge or Service · Max 10 · Optional

      To specify allowances, charges or services

2. 030 · SE · Transaction Set Trailer · Max 1 · Mandatory

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