850 - Purchase order
This topic describes the Electronic Data Interchange (EDI) standards that Business Transaction Intelligence implements for document type 850, or purchase order, which buyers use to place orders for items and services.
Segment: BEG - Beginning segment for purchase order
Loop
Level: Heading
Usage: Must use
Semantic notes:
- BEG03 is the primary location for the purchase order number. If the purchase number length exceeds 22 characters, truncate the number for the field and add it to the REF segment.
- BEG05 is the purchase order date.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| BEG01 | Transaction Set Purpose Code | Mandatory | Must use |
| BEG02 | Purchase Order Type Code | Mandatory | Must use |
| BEG03 | Purchase Order Number | Mandatory | Must use |
| BEG05 | Date | Optional | Used |
Segment: CUR - Currency
Loop
Level: Heading
Usage: Optional - Used
Comment: This segment specifies the currency that is used in a transaction.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| CUR01 | Entity Identifier Code | Mandatory | Must use |
| CUR02 | Currency Code | Mandatory | Must use |
Segment: REF - Reference identification
Loop
Level: Heading
Usage: Optional - Used
Syntax note:
- If REF01 is set, REF02 is required.
Semantic note:
- REF01 can be set to PO to specify the purchase order number if the number exceeds 22 characters.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| REF01 | Reference Identification Qualifier | Optional | Used |
| REF02 | Reference Identification | Optional | Used |
Segment: DTM - Date/time reference
Loop
Level: Heading
Usage: Optional - Used
Syntax note:
- DTM02 is required if DTM01 is specified.
Semantic notes:
- The first date that has one of the listed qualifiers in the DTM01 field is captured as the
estimated ship date. The estimated ship date is used to determine if a shipment is going to be late.
These are the codes that are used to qualify estimated ship dates:
- 038 - Ship no later than
- 039 - Ship week of
- 066 - First scheduled ship
- 068 - Current scheduled ship
- 079 - Promised for shipment
- 083 - Scheduled for shipment (prior to and including)
- 085 - Promised for shipment (prior to and including)
- 086 - Scheduled for shipment (week of)
- 088 - Promised for shipment (week of)
- 110 - Originally scheduled ship
- 175 - Cancel if not shipped by
- The first date that has one of the listed qualifiers in the DTM01 field is captured as the
delivery date. The delivery date is used to determine when a shipment missed its delivery window.
These are the codes that are used to qualify delivery dates:
- 001 - Cancel after
- 002 - Delivery requested
- 061 - Cancel if not delivered by
- 063 - Do not deliver after
- 071 - Requested for delivery (after and including)
- 074 - Requested for delivery (prior to and including)
- 106 - Required by
- 996 - Required delivery
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| DTM01 | Date / Time Qualifier | Mandatory | Must use |
| DTM02 | Date | Optional | Used |
Segment: N1 - Name
Loop: N1
Level: Header
Usage: Optional
Syntax note:
- This segment is only used if the N101 qualifier field is equal to Ship to (ST) or Bill to Party (BT).
Semantic notes:
- If N101 is equal to ST, N102 is the name of the recipient.
- If N101 is equal to BT, N102 is the name of the billing party.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| N101 | Entity Identifier Code | Mandatory | Must use |
| N102 | Name | Optional | Used |
Segment: N3 - Address information
Loop: N1
Level: Header
Usage: Optional
Syntax note:
- This segment is only used if the N101 qualifier field is equal to ST or BT.
Semantic notes:
- If N101 is equal to ST, N301 is the street address of the recipient.
- If N101 is equal to BT, N301 is the street address of the billing party.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| N301 | Name | Mandatory | Must use |
Segment: N4 - Geographic location
Loop: N1
Level: Header
Usage: Optional
Syntax note:
- This segment is only used if the N101 qualifier field is equal to ST or BT.
Semantic notes:
- If N101 is equal to ST, N401 is the geographic location of the recipient.
- If N101 is equal to BT, N401 is the geographic location of the billing party.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| N401 | City Name | Optional | Used |
| N402 | State or Providence Code | Optional | Used |
| N403 | Postal Code | Optional | Used |
| N404 | Country Code | Optional | Used |
| N405 | Location Qualifier | Optional | Used |
| N406 | Location Identifier | Optional | Used |
Segment: PO1 - Baseline item data
Loop: PO1
Level: Detail
Usage: Mandatory
Syntax notes:
- If PO106 is specified, PO107 is required.
- If PO108 is specified, PO109 is required.
- If PO110 is specified, PO111 is required.
- If PO112 is specified, PO113 is required.
- If PO114 is specified, PO115 is required.
- If PO116 is specified, PO117 is required.
- If PO118 is specified, PO119 is required.
- If PO120 is specified, PO121 is required.
- If PO122 is specified, PO123 is required.
- If PO124 is specified, PO125 is required.
Semantic notes:
- PO101 is the line number of the purchase order item.
- PO102 is the location for the line item quantity.
- If PO103 is missing, Each (EA) is assumed.
- PO104 must be used for calculating the line item amount.
- If PO105 is missing, Price for each (PE) is assumed.
- The first UPC qualifier that is found in this list is used. The following product/service ID
qualifiers are UPC-related :
- U2 - UPC/EAN shipping container code (1-2-5-5-1)
- UA - UPC/EAN case code (2-5-5)
- UD - UPC/EAN consumer package code (2-5-5)
- UI - UPC consumer package code (1-5-5)
- UK - GTIN (14 digits) - UPC/EAN shipping container code (1-2-5-5-1)
- UP - UPC consumer package code (1-5-5-1)
- UN - UPC/EAN Case Code Number (1-1-5-5)
- Seller/supplier qualifiers are preferred over buyer qualifiers. The first seller/supplier
qualifier that is found (MG-VP) in the list is used. If a seller/supplier qualifier is not found,
the first found buyer qualifier is used. The following product number or ID-related product/service
ID qualifiers are seller or buyer-related:
- MG - the part number of the manufacturer
- PI - the item code of the purchaser
- SK - stock keeping unit
- VC - the catalog number of the vendor (seller)
- VN - the item number of the vendor (seller)
- VP - the part number of the vendor (seller)
- BP - the part number of the buyer
- CB - the catalog number of the buyer
- IN - the item number of the buyer
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| PO101 | Assigned Identification | Optional | Used |
| PO102 | Quantity Ordered | Optional | Must use |
| PO103 | Unit of Measure | Optional | Used |
| PO104 | Unit Price | Optional | Must use |
| PO105 | Basis of Unit Price Code | Optional | Used |
| PO106 | Product/Service ID Qualifier | Optional | Used |
| PO107 | Product/Service ID | Optional | Used |
| PO108 | Product/Service ID Qualifier | Optional | Used |
| PO109 | Product/Service ID | Optional | Used |
| PO110 | Product/Service ID Qualifier | Optional | Used |
| PO111 | Product/Service ID | Optional | Used |
| PO112 | Product/Service ID Qualifier | Optional | Used |
| PO113 | Product/Service ID | Optional | Used |
| PO114 | Product/Service ID Qualifier | Optional | Used |
| PO115 | Product/Service ID | Optional | Used |
| PO116 | Product/Service ID Qualifier | Optional | Used |
| PO117 | Product/Service ID | Optional | Used |
| PO118 | Product/Service ID Qualifier | Optional | Used |
| PO119 | Product/Service ID | Optional | Used |
| PO120 | Product/Service ID Qualifier | Optional | Used |
| PO121 | Product/Service ID | Optional | Used |
| PO122 | Product/Service ID Qualifier | Optional | Used |
| PO123 | Product/Service ID | Optional | Used |
| PO124 | Product/Service ID Qualifier | Optional | Used |
| PO125 | Product/Service ID | Optional | Used |
Segment: PID - Product / item description
Loop: PID
Level: Detail
Usage: Optional - Used
Semantic note:
- PID01 is set to Free Form (F).
- PID05 is the description that is associated with the PO1 line item.
- The first PID instance is used.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| PID01 | Item Description Type | Mandatory | Must use |
| PID02 | Product/Process Characteristic Code | Optional | Not used |
| PID03 | Agency Qualifier Code | Optional | Not used |
| PID04 | Product Description Code | Optional | Not used |
| PID05 | Description | Optional | Used |
Segment: SLN - Subline item detail
Loop: PO1/SLN
Level: Detail
Usage: Optional - Used
Syntax notes:
- If SLN09 is specified, SLN10 is required.
- If SLN11 is specified, SLN12 is required.
- If SLN13 is specified, SLN14 is required.
- If SLN15 is specified, SLN16 is required.
- If SLN17 is specified, SLN18 is required.
- If SLN19 is specified, SLN20 is required.
- If SLN21 is specified, SLN22 is required.
- If SLN23 is specified, SLN24 is required.
- If SLN25 is specified, SLN26 is required.
- If SLN27 is specified, SLN28 is required.
Semantic notes:
- The first UPC qualifier that is found in this list is used. The following product/service ID
qualifiers are UPC-related :
- U2 - UPC/EAN shipping container code (1-2-5-5-1)
- UA - UPC/EAN case code (2-5-5)
- UD - UPC/EAN consumer package code (2-5-5)
- UI - UPC consumer package code (1-5-5)
- UK - GTIN (14 digits) - UPC/EAN shipping container code (1-2-5-5-1)
- UP - UPC consumer package code (1-5-5-1)
- UN - UPC/EAN Case Code Number (1-1-5-5)
- Seller/supplier qualifiers are preferred over buyer qualifiers. The first seller/supplier
qualifier that is found (MG-VP) in the list is used. If a seller/supplier qualifier is not found,
the first found buyer qualifier is used. The following product number or ID-related product/service
ID qualifiers are seller or buyer-related:
- MG - the part number of the manufacturer
- PI - the item code of the purchaser
- SK - stock keeping unit
- VC - the catalog number of the vendor (seller)
- VN - the item number of the vendor (seller)
- VP - the part number of the vendor (seller)
- BP - the part number of the buyer
- CB - the catalog number of the buyer
- IN - the item number of the buyer
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| SLN01 | Assigned Identification | Mandatory | Must use |
| SLN02 | Assigned Identification | Optional | Used |
| SLN03 | Relationship Code | Mandatory | Must use |
| SLN04 | Quantity | Optional | Used |
| SLN05 | Unit of Measure | Optional | Used |
| SLN06 | Unit Price | Optional | Used |
| SLN07 | Basis Of Unit Price | Optional | Not used |
| SLN08 | Relationship Code | Optional | Not used |
| SLN09 | Product/Service ID Qualifier | Optional | Used |
| SLN10 | Product/Service ID | Optional | Used |
| SLN11 | Product/Service ID Qualifier | Optional | Used |
| SLN12 | Product/Service ID | Optional | Used |
| SLN13 | Product/Service ID Qualifier | Optional | Used |
| SLN14 | Product/Service ID | Optional | Used |
| SLN15 | Product/Service ID Qualifier | Optional | Used |
| SLN16 | Product/Service ID | Optional | Used |
| SLN17 | Product/Service ID Qualifier | Optional | Used |
| SLN18 | Product/Service ID | Optional | Used |
| SLN19 | Product/Service ID Qualifier | Optional | Used |
| SLN20 | Product/Service ID | Optional | Used |
| SLN21 | Product/Service ID Qualifier | Optional | Used |
| SLN22 | Product/Service ID | Optional | Used |
| SLN23 | Product/Service ID Qualifier | Optional | Used |
| SLN24 | Product/Service ID | Optional | Used |
| SLN25 | Product/Service ID Qualifier | Optional | Used |
| SLN26 | Product/Service ID | Optional | Used |
| SLN27 | Product/Service ID Qualifier | Optional | Used |
| SLN28 | Product/Service ID | Optional | Used |
Segment: CTT - Transaction totals
Loop
Level: Summary
Usage: Optional - Used
Semantic notes:
- CTT01 is equal to the number of PO1 segments in the transaction.
- CTT02 is equal to the total quantity of PO102 fields. If CTT02 is missing, the quantity is calculated from the line items.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| CTT01 | Number of Line Items | Mandatory | Must use |
| CTT02 | Hash total | Optional | Used |
Segment: AMT - Monetary amount
Loop
Level: Summary
Usage: Optional - Used
Semantic notes:
- AMT01 is equal the total transaction amount (TT).
- AMT02 is equal to the total amount of the purchase order.
Comment: If the AMT is missing or the AMT01 field is not set to TT, the total monetary amount is calculated from the line items.
| Reference | Element name | Requirement | Usage |
|---|---|---|---|
| AMT01 | Amount Qualifier Code | Mandatory | Must use |
| AMT02 | Monetary Amount | Mandatory | Must use |