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

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

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

2. 0200 · BTP · Beginning Segment For Trading Partner Profile · Max 1 · Mandatory

   To indicate the type and purpose of the profile data

3. 0210 · REQ · Request Information · Max 1 · Optional

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

4. 0250 · PER · Administrative Communications Contact · Max 1 · Optional

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

5. 0270 · SPI · Specification Identifier · Max >1 · Optional

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

6. 0280 · DTM · Date/Time Reference · Max >1 · Optional

   To specify pertinent dates and times

7. LX Loop Optional Repeat >1

   1. 0290 · LX · Assigned Number · Max 1 · Mandatory

      To reference a line number in a transaction set

   2. 0300 · PLA · Place or Location · Max 1 · Optional

      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. 0400 · LCD · Place/Location Description · Max >1 · Optional

      To further define and describe a place or location

   4. 0500 · LIN · Item Identification · Max >1 · Optional

      To specify basic item identification data

   5. N1 Loop Optional Repeat >1

      1. 0600 · N1 · Name · Max 1 · Mandatory

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

      2. 0700 · N2 · Additional Name Information · Max 2 · Optional

         To specify additional names

      3. 0800 · N3 · Address Information · Max 2 · Optional

         To specify the location of the named party

      4. 0900 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

      5. 1000 · N9 · Reference Identification · Max >1 · Optional

         To transmit identifying information as specified by the Reference Identification Qualifier

      6. 1100 · PER · Administrative Communications Contact · Max >1 · Optional

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

      7. 1200 · CUR · Currency · Max >1 · Optional

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

      8. 1300 · TAX · Tax Reference · Max >1 · Optional

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

      9. 1400 · FOB · F.O.B. Related Instructions · Max >1 · Optional

         To specify transportation instructions relating to shipment

      10. 1500 · ITD · Terms of Sale/Deferred Terms of Sale · Max >1 · Optional

          To specify terms of sale

      11. 1600 · TD5 · Carrier Details (Routing Sequence/Transit Time) · Max >1 · Optional

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

      12. 1650 · SPI · Specification Identifier · Max >1 · Optional

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

      13. 1700 · FBB · Foreign and Industry Business · Max >1 · Optional

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

      14. 1710 · DTM · Date/Time Reference · Max 10 · Optional

          To specify pertinent dates and times

      15. 1720 · MEA · Measurements · Max >1 · Optional

          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. 1730 · LCD · Place/Location Description · Max 1 · Mandatory

             To further define and describe a place or location

          2. 1740 · N2 · Additional Name Information · Max 1 · Optional

             To specify additional names

          3. 1750 · N4 · Geographic Location · Max 1 · Optional

             To specify the geographic place of the named party

          4. 1770 · DMG · Demographic Information · Max >1 · Optional

             To supply demographic information

          5. 1780 · MEA · Measurements · Max >1 · Optional

             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. 1800 · TPD · Trading Partner Detail · Max 1 · Mandatory

             To describe attribute of a trading partner

          2. 1900 · N9 · Reference Identification · Max >1 · Optional

             To transmit identifying information as specified by the Reference Identification Qualifier

          3. 2000 · PID · Product/Item Description · Max >1 · Optional

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

          4. 2100 · DTM · Date/Time Reference · Max >1 · Optional

             To specify pertinent dates and times

          5. 2150 · LS · Loop Header · Max 1 · Optional

             To indicate that the next segment begins a loop

          6. TUD Loop Optional Repeat >1

             1. 2200 · TUD · Trade Union Data · Max 1 · Mandatory

                To allow for the identification of trade union data related to a specific location or product line

             2. 2300 · DTM · Date/Time Reference · Max >1 · Optional

                To specify pertinent dates and times

             3. 2400 · N1 · Name · Max 1 · Optional

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

             4. 2500 · N2 · Additional Name Information · Max 2 · Optional

                To specify additional names

             5. 2600 · N3 · Address Information · Max 2 · Optional

                To specify the location of the named party

             6. 2700 · N4 · Geographic Location · Max 1 · Optional

                To specify the geographic place of the named party

             7. 2800 · PER · Administrative Communications Contact · Max >1 · Optional

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

          7. 2850 · LE · Loop Trailer · Max 1 · Optional

             To indicate that the loop immediately preceding this segment is complete

          8. SPR Loop Optional Repeat >1

             1. 2900 · SPR · Supplier Rating · Max 1 · Mandatory

                To convey a rating value or score of a trading partner

             2. 3000 · N9 · Reference Identification · Max >1 · Optional

                To transmit identifying information as specified by the Reference Identification Qualifier

             3. 3100 · DTM · Date/Time Reference · Max >1 · Optional

                To specify pertinent dates and times

      18. PAM Loop Optional Repeat >1

          1. 3200 · PAM · Period Amount · Max 1 · Mandatory

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

          2. 3300 · DTM · Date/Time Reference · Max >1 · Optional

             To specify pertinent dates and times

          3. 3400 · TAX · Tax Reference · Max >1 · Optional

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

          4. 3500 · CUR · Currency · Max >1 · Optional

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

      19. TXN Loop Optional Repeat >1

          1. 3600 · TXN · Transaction Capabilities · Max 1 · Mandatory

             To indicate EDI transaction capabilities

          2. 3700 · N9 · Reference Identification · Max >1 · Optional

             To transmit identifying information as specified by the Reference Identification Qualifier

          3. 3800 · DTM · Date/Time Reference · Max >1 · Optional

             To specify pertinent dates and times

      20. LM Loop Optional Repeat >1

          1. 3810 · LM · Code Source Information · Max 1 · Mandatory

             To transmit standard code list identification information

          2. 3820 · LQ · Industry Code · Max >1 · Mandatory

             Code to transmit standard industry codes

   6. ENE Loop Optional Repeat >1

      1. 3900 · ENE · Electronic Systems Environment · Max 1 · Mandatory

         To specify electronic systems environment

      2. N1 Loop Optional Repeat >1

         1. 4000 · N1 · Name · Max 1 · Mandatory

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

         2. 4100 · N2 · Additional Name Information · Max 2 · Optional

            To specify additional names

         3. 4200 · N3 · Address Information · Max 2 · Optional

            To specify the location of the named party

         4. 4300 · N4 · Geographic Location · Max 1 · Optional

            To specify the geographic place of the named party

         5. 4400 · TPD · Trading Partner Detail · Max >1 · Optional

            To describe attribute of a trading partner

         6. 4500 · PID · Product/Item Description · Max >1 · Optional

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

         7. 4600 · N9 · Reference Identification · Max >1 · Optional

            To transmit identifying information as specified by the Reference Identification Qualifier

         8. 4700 · PER · Administrative Communications Contact · Max >1 · Optional

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

      3. TXN Loop Optional Repeat >1

         1. 4800 · TXN · Transaction Capabilities · Max 1 · Mandatory

            To indicate EDI transaction capabilities

         2. 4900 · N9 · Reference Identification · Max >1 · Optional

            To transmit identifying information as specified by the Reference Identification Qualifier

         3. 5000 · DTM · Date/Time Reference · Max >1 · Optional

            To specify pertinent dates and times

8. 5100 · ERI · Entity Relationship · Max >1 · Optional

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

9. 5200 · AMT · Monetary Amount · Max >1 · Optional

   To indicate the total monetary amount

10. 5300 · 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)