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 Quotation Transaction Set and transmit identifying numbers and dates

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

  4. To specify identifying information

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

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

  7. To specify transportation instructions relating to shipment

  8. To specify pricing information

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

  10. To specify general conditions or requirements of the sale

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

  12. To specify terms of sale

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

  14. To specify pertinent dates and times

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

  16. To specify basic item identification data

    If segment LIN is used, do not use LIN01.

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

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

  19. To identify the type or transmission or both of paperwork or supporting information

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

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

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

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

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

  25. To indicate identifying marks and numbers for shipping containers

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

  27. N9 Loop Optional
    Repeat 1000

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

    2. To provide a free-form format that allows the transmission of text information

  28. 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 information

    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 and sequence of routing and 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

  29. SPI Loop Optional
    Repeat 1

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

    2. To specify identifying information

    3. To specify pertinent dates and times

    4. To provide a free-form format that allows 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 information

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

      7. To provide a free-form format that allows the transmission of text information

    6. CB1 Loop Optional
      Repeat >1

      1. To specify contract and cost accounting standards data

      2. To specify identifying information

      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 allows the transmission of text information

  30. PCT Loop Optional
    Repeat >1

    1. To qualify percent amounts and supply percent amounts

    2. To indicate the total monetary amount

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 basic item identification data

    3. To identify the specific type of item maintenance

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

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

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

    7. To specify pricing information

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

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

    10. 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)

    11. To identify the type or transmission or both of paperwork or supporting information

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

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

    14. To specify identifying information

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

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

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

    18. To specify general conditions or requirements of the sale

    19. To specify terms of sale

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

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

    22. To specify transportation instructions relating to shipment

    23. To specify destination and quantity detail

    24. To specify pertinent dates and times

    25. To specify the forecasted dates and quantities

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

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

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

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

    30. To indicate identifying marks and numbers for shipping containers

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

    32. To provide a free-form format that allows the transmission of text information

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

    34. 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 and sequence of routing and 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

      6. To specify identifying information

    35. 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 allows 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

    36. SLN Loop Optional
      Repeat 1000

      1. To specify product subline detail item data

      2. To provide a free-form format that allows the transmission of text information

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

    37. N9 Loop Optional
      Repeat 1000

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

      2. To provide a free-form format that allows the transmission of text information

    38. 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 quantity information

      6. To specify identifying information

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

      8. To specify transportation instructions relating to shipment

      9. To specify the data for scheduling a specific line-item

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

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

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

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

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

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

      16. To specify pricing information

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

      18. 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 allows the transmission of text information

    39. PCT Loop Optional
      Repeat >1

      1. To qualify percent amounts and supply percent amounts

      2. To indicate the total monetary amount

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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