EDI 840 Request for Quotation

Functional Group RQ

X12M Supply Chain Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Request for Quotation Transaction Set (840) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used to provide potential buyers with the ability to solicit price, delivery schedule, and other items from potential sellers of goods and services.

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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 beginning of a request for a quotation transaction set and to transmit identifying numbers and dates

  3. To transmit information in a free-form format, if necessary, for comment or special instruction

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

  5. To specify identifying numbers.

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

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

  8. To specify transportation instructions relating to shipment

  9. To specify pricing information

  10. To indicate a quantity and/or amount for an identified period

  11. To specify general conditions or requirements of the sale

  12. To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge

  13. To specify terms of sale.

  14. To specify the exact type and terms of various discount information.

  15. To specify pertinent dates and times

  16. To specify lead time for availability of products and services.

  17. To specify basic item identification data.

    If segment LIN is used, do not use LIN01.

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

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

  20. To identify the type and transmission of paperwork or supporting information

  21. To describe marking, packaging, loading and unloading requirements.

  22. To specify the transportation details relative to commodity, weight and quantity.

  23. To specify the carrier, sequence of routing and to provide transit time information

  24. To specify transportation details relating to the equipment used by the carrier.

  25. To specify transportation special handling requirements or hazardous materials information or both

  26. To indicate identifying marks and numbers for shipping containers

  27. To indicate information that is required to be included in the response.

  28. N9 Loop Optional
    Repeat 1000

    1. To transmit identifying numbers and descriptive information as specified by the reference number qualifier

    2. To provide a free form format that would allow the transmission of text information.

  29. N1 Loop Optional
    Repeat 10000

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

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

    3. To specify the location of the named party

    4. To specify the geographic place of the named party

    5. To specify identifying numbers.

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

    7. To specify transportation instructions relating to shipment

    8. To specify the transportation details relative to commodity, weight and quantity.

    9. To specify the carrier, sequence of routing and to provide transit time information

    10. To specify transportation details relating to the equipment used by the carrier.

    11. To specify transportation special handling requirements or hazardous materials information or both

    12. To describe marking, packaging, loading and unloading requirements.

    13. To indicate information that is required to be included in the response.

  30. SPI Loop Optional
    Repeat 1

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

    2. To specify identifying numbers.

    3. To specify pertinent dates and times

    4. To provide a free form format that would allow the transmission of text information.

    5. N1 Loop Optional
      Repeat 20

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

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

      3. To specify the location of the named party

      4. To specify the geographic place of the named party

      5. To specify identifying numbers.

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

      7. To provide a free form format that would allow the transmission of text information.

    6. CB1 Loop Optional
      Repeat >1

      1. To specify contract and cost accounting standards data

      2. To specify identifying numbers.

      3. To specify pertinent dates and times

      4. To specify lead time for availability of products and services.

      5. To provide a free form format that would allow the transmission of text information.

Detail

Position
Segment
Name
Max use
  1. PO1 Loop Mandatory
    Repeat 100000

    1. To specify basic and most frequently used line item data

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

    3. To specify basic data about the contract or contract line item

    4. To specify additional item related data involving variations in normal price/quantity structure.

    5. To specify pricing information

    6. To indicate a quantity and/or amount for an identified period

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

    8. PID Loop Optional
      Repeat 1000

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

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

    9. To identify the type and transmission of paperwork or supporting information

    10. To describe marking, packaging, loading and unloading requirements.

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

    12. To specify identifying numbers.

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

    14. To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge

    15. To specify general conditions or requirements and to detail conditions for substitution of alternate products

    16. To specify terms of sale.

    17. To specify the exact type and terms of various discount information.

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

    19. To specify transportation instructions relating to shipment

    20. To specify destination and quantity detail.

    21. To specify pertinent dates and times

    22. To specify the forecasted dates and quantities

    23. To specify the transportation details relative to commodity, weight and quantity.

    24. To specify the carrier, sequence of routing and to provide transit time information

    25. To specify transportation details relating to the equipment used by the carrier.

    26. To specify transportation special handling requirements or hazardous materials information or both

    27. To indicate identifying marks and numbers for shipping containers

    28. To indicate information that is required to be included in the response.

    29. To provide a free form format that would allow the transmission of text information.

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

    31. SCH Loop Optional
      Repeat 104

      1. To specify the data for scheduling a specific line item.

        The SCH segment is used to specify various quantities of items ordered that are to be scheduled. When this segment is used, the unit of measurement code (SCH02) should always be identical to the unit of measurement code in the associated PO1 segment (PO103) and the sum of values of quantity (SCH01) should always equal the quantity ordered (PO102) in the PO1 segment.

      2. To specify the transportation details relative to commodity, weight and quantity.

      3. To specify the carrier, sequence of routing and to provide transit time information

      4. To specify transportation details relating to the equipment used by the carrier.

      5. To specify transportation special handling requirements or hazardous materials information or both

    32. LDT Loop Optional
      Repeat >1

      1. To specify lead time for availability of products and services.

      2. To specify quantity information.

      3. To provide a free form format that would allow the transmission of text information.

      4. LM Loop Optional
        Repeat 1

        1. To transmit standard code list identification information

        2. Code to transmit standard industry codes

    33. SLN Loop Optional
      Repeat 1000

      1. To specify product subline detail item data

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

    34. N9 Loop Optional
      Repeat 1000

      1. To transmit identifying numbers and descriptive information as specified by the reference number qualifier

      2. To provide a free form format that would allow the transmission of text information.

    35. N1 Loop Optional
      Repeat >1

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

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

      3. To specify the location of the named party

      4. To specify the geographic place of the named party

      5. To specify identifying numbers.

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

      7. To specify transportation instructions relating to shipment

      8. To specify the data for scheduling a specific line item.

      9. To specify the transportation details relative to commodity, weight and quantity.

      10. To specify the carrier, sequence of routing and to provide transit time information

      11. To specify transportation details relating to the equipment used by the carrier.

      12. To specify transportation special handling requirements or hazardous materials information or both

      13. To describe marking, packaging, loading and unloading requirements.

      14. To indicate information that is required to be included in the response.

      15. To specify pricing information

      16. To indicate a quantity and/or amount for an identified period

      17. LDT Loop Optional
        Repeat >1

        1. To specify lead time for availability of products and services.

        2. To indicate identifying marks and numbers for shipping containers

        3. To specify quantity information.

        4. To provide a free form format that would allow the transmission of text information.

Summary

Position
Segment
Name
Max use

  1. 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 PO1 segments. If used, hash total (CTT02) is the sum of the value of quantities ordered (PO102) for each PO1 segment.

  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).

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