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Subject: Re: [ubl-dev] Invoice legally responsible person placeholder
I would have thought the proper place for such things as 1. would be in terms between parties. If they have to be part of the individual invoice then maybe PaymentTerms could include 1. Is 2. of any interest to the receiver to be including it in the invoice itself? I would have thought it inappropriate to include personal data not pertinent to the receiver in the invoice (data protection, etc). Even though the person is an employee they still have rights to protection from unauthorised people viewing data that includes their personal name, IIRC. Normally this data would be kept internal in the system preparing the invoice with an audit trail back to that person which can only be traced by authorised people under the control of the organisation in charge of the data. The same applies to 1. if the inclusion of such data in an invoice is unnecessary (at least that would be my non-professional interpretation of the data protection requirements in the UK) - best not put it in there (might actually be illegal in some countries). If the personal details have to go in the invoice and it is legal and OK to do so then there is always 'Note'. These details are probably beyond the use cases for UBL 2.0 invoice. Take for instance the fact that the invoice only includes a buyer's accounting code: That indicates the seller's accounting code seems to be out of scope. Otherwise the seller's accounting code would possibly have an owner who is therefore the owner of the invoice. The only reason the buyer's accounting code it there is to allow a code to be sent in an order and returned in the invoice to allow the buyer to know who to route the invoice to or who/what code to charge it to. Even that is debatable since it means the seller knowing details private to the buyer (though just a code perhaps). You could use AdditionalAccountID if it can be associated to both 1. and 2. and then the receiving party can quote this reference and the sender would be in control of knowing who is associated with it. That's SellerParty/AdditionalAccountID. ** I notice the definition is still wrong for it in UBL 2.0 update ** (I think) It just repeats the definition for the preceding CustomerAssignedAccountID. I think this is an error which needs correcting in UBL 21. Otherwise use 'Note' or if you need structure for the data, create an extension. It seems to be fair to say it is deliberately out of scope for UBL 2.0. That's just my opinion in case no-one else responds to this. Best regards Stephen D Green >>> Darko Gulija <Darko.Gulija@infodom.hr> 24/09/09 15:46 >>> Hi, all I'm looking for placeholders to put references to persons involved in creating an invoice. 1. Person legally responsible for issuing the invoice - Is the "Invoice/cac:AccountingSupplierParty/cac:Party/cac:Person" right place for that? o How to indicate the role of that person ("legally responsible person" - he/she is the one that might have legal consequences if the invoice is forged or there is something wrong with it) - cac:Person has only JobTitle and OrganizationDepartment properties? - Is the Invoice/cac:Signature valid option? What if actual (digitally) signing the invoice is delegated to another person or invoice is not digitally signed ? - Any other ideas? 2. Person (usually clerk) who created / prepared the invoice ? - Since it's liability is only internal, perhaps it could be put in one of the contact properties ( e.g. Invoice/cac:AccountingSupplierParty/cac:AccountingContact) ? - Is there a better place ? - How to indicate his role (i.e "creator") ? Thank you all for your time and effort. Best regards, <http://www.infodom.hr/> Darko Gulija Konzultant za upravljanje znanjem Knowledge Management Consultant InfoDom d.o.o. A. Žaje 61/1 10000 Zagreb tel: +385 (0)1 3090 507 fax: +385 (0)1 3040 593 e-mail: darko.gulija@infodom.hr <mailto:silvija.strbenc@infodom.hr> web: http://www.infodom.hr <http://www.infodom.hr/> ______________________________________________________________________ 'Do it online' with our growing range of online services - http://www.bristol.gov.uk/services Sign-up for our email bulletin giving news, have-your-say and event information at: http://www.bristol.gov.uk/newsdirect View webcasts of Council meetings at http://www.bristol.gov.uk/webcast
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