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Subject: RE: [tax] FW: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005
Walther, This is a good question. I will ask Stephen Green. GEFEG's position about SBS is that it is an implementation guide, not a standard. We provide support for the full UBL standard with capability to create trading partner specific guidelines. I am attaching additional background on the SBS profiles. Regards, Sylvia -----Original Message----- From: Walter Hamscher [mailto:walter@hamscher.com] Sent: Monday, August 01, 2005 7:59 AM To: tax@lists.oasis-open.org Subject: RE: [tax] FW: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005 Thanks for this Sylvia - Sorry for being dense here but I have to admit it raises more questions for me - 3 minutes inspection reveals that for a small business, Postbox isn't included in the data model... Nor timezoneoffset... Nor Tax Category... Can someone interpret for me does this really mean that a vendor product that says it 'supports SBS' is actually going to prevent the use of these fields? Walter Hamscher | www.hamscher.com | Vice Chair, XBRL International | Consultant to PricewaterhouseCoopers -----Original Message----- From: Sylvia Webb [mailto:swebb@gefeg.com] Sent: Monday, August 01, 2005 8:19 AM To: tax@lists.oasis-open.org Subject: [tax] FW: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005 All, Please read my questions to Stephen at the bottom of this email first, then read his response. Stephen is Chair of the SBS subcommittee. Regards, Sylvia -----Original Message----- From: Stephen Green [mailto:stephen_green@seventhproject.co.uk] Sent: Monday, August 01, 2005 3:46 AM To: ubl@lists.oasis-open.org Subject: Re: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005 Sylvia / Tax XML TC Many thanks indeed for taking some time to look at the UBL Small Business Subset (SBS) for the UBL 1.0 Invoice. I attach a spreadsheet file (zipped with extension changed from .zip to .zzz) of the full subset for UBL 1.0. This includes the subset-designated entities and those left out of the subset, as requested. This is actually the file included in the UBL 1.0 SBS committee draft package. In answer to question 2, the attached file is that produced for UBL 1.0 so the latest additions have limited affect. It will be a further decision, soon needing to be made, as to whether the Tax XML requested additions to UBL 2.0 should be designated as part of a UBL 2.0 SBS. I'd just point out, though, that because an entity isn't designated part of the SBS doesn't mean it can't be included in the messages; it just means that a party declaring that they use the SBS are saying that, unless otherwise stated, they do not guarantee that their software will automatically process such data. (It could, however, be added to their trading agreement that they will process such-and-such entities in addition to the subset and this could be stated in prose or the like and added as a further reference in the ebBP or equivalent documentation.) In short, what needs to be in the UBL 1.0 SBS (about to start public review) and what needs to be in the future UBL 2.0 SBS are two separate matters. Hopefully they will be as similar as possible to maximise interoperability in implementations. If there is the need for * minimal * UBL 1.0 Invoice implementations to process certain parts of UBL 1.0 which aren't yet included in the SBS we need to add those to the 1.0 public review comments. Many thanks. All the best Stephen Green ----- Original Message ----- From: "Sylvia Webb" <swebb@gefeg.com> To: "'Stephen Green'" <stephen_green@seventhproject.co.uk>; <ubl@lists.oasis-open.org> Sent: Friday, July 29, 2005 12:13 AM Subject: RE: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005 > Stephen, > > The TaxXML TC met today and discussed review of the SBS Invoice spreadsheets > that you prepared. They will meet within the next two weeks to discuss > the spreadsheets in detail. They have a couple of initial questions: > > 1) How do they know what has been removed from the UBL 1.0 Invoice to create > the SBS Invoice? The spreadsheet only appears to contain the SBS subset. > 2) Is there a need to re-subset the SBS Invoice to align it with the TaxXML > recommendations in the Issues list? > > Thanks, > Sylvia > > -----Original Message----- > From: Stephen Green [mailto:stephen_green@seventhproject.co.uk] > Sent: Sunday, July 10, 2005 11:10 PM > To: ubl@lists.oasis-open.org > Subject: [ubl] SBSC items: Re: [ubl] Agenda for Pacific UBL TC call > 11|12 July 2005 > > Here, for two action items, attached are: > > 1. SBSC schedule (SBSC added items highlighted) 2. UBL 1.0 SBS Invoice > spreadsheets for Tax XML > > All the best > > Steve > > ----- Original Message ----- > From: <jon.bosak@sun.com> > To: <ubl@lists.oasis-open.org> > Sent: Monday, July 11, 2005 1:28 AM > Subject: [ubl] Agenda for Pacific UBL TC call 11|12 July 2005 > > > > Western hemisphere participants: note that this meeting takes place > > Monday evening in your time zones. > > > > AGENDA FOR PACIFIC UBL TC MEETING > > 00H30 - 02H30 UTC TUESDAY 12 JULY 2005 > > 17h30 - 19h30 Mon San Francisco > > 20h30 - 22h30 Mon Washington > > 08h30 - 10h30 Tue Hong Kong, Singapore, Perth, Beijing > > 09h30 - 11h30 Tue Seoul, Tokyo > > 10h30 - 12h30 Tue Sydney > > ############################################# > > STANDING INFORMATION FOR UBL CONFERENCE CALLS > > U.S. domestic toll-free number: (866)839-8145 > > Int. access/caller paid number: (865)524-6352 > > Access code: 5705229 > > ############################################# > > > > STANDING ITEMS > > > > Additions to the calendar (http://ibiblio.org/bosak/ubl/calendar.htm) > > Liaison reports > > Subcommittee reports > > Team reports > > Review of Eurasia and Atlantic TC minutes > > > > REVIEW OF ACTION ITEMS FROM LAST MEETING (28 JUNE) > > > > PENDING ACTION: StephenG to provide an SBS timeline for the UBL > > 2.0 schedule. > > > > PENDING ACTION: JonB to schedule a discussion of CCTS > > compliance that will include MarkC and MichaelD. > > > > Status: This is waiting MarkC's return from vacation. The > > question (which arose out of email) is: in what way is 1.0 > > not CCTS compliant, and how can we ensure that 2.0 is > > compliant? Issues include ACCs and CC types. > > > > TimM: This may have been [or may be] overtaken by the UN/UBL > > and Reusable architecture discussions; perhaps we should > > constitute a CCTS Compliance Review team. > > > > JonB: Let's pick this up when we meet again week after next. > > > > PENDING ACTION: To schedule the preparation of spreadsheets for > > Tax XML after we see the outcome of the Tax XML TC meeting this > > week [the week of 27 June]. > > > > PENDING ACTION: SylviaW to produce a row on "Tax XML TC > > collaboration" for inclusion in the UBL 2.0 schedule before the > > Pacific call 11|12 July. > > > > PENDING ACTION: SylviaW to find out where we stand with payment > > terms and payment means, TimM to respond to Oriol. > > > > UBL 2.0 SCHEDULING > > > > I owe the group an update that includes all the input so far. > > Hopefully I will have this out to you before the call. > > > > CONTENT WORK > > > > Further work on the issues list. > > > > Jon Bosak > > Chair, OASIS UBL TC > > > > -------------------------------------------------------------------- > > - To unsubscribe from this mail list, you must leave the OASIS TC > > that generates this mail. You may a link to this group and all your > > TCs in > OASIS > > at: > > https://www.oasis-open.org/apps/org/workgroup/portal/my_workgroups.p > > hp > > > > > > --------------------------------------------------------------------- > To unsubscribe from this mail list, you must leave the OASIS TC that > generates this mail. You may a link to this group and all your TCs in OASIS > at: > https://www.oasis-open.org/apps/org/workgroup/portal/my_workgroups.php > --------------------------------------------------------------------- To unsubscribe from this mail list, you must leave the OASIS TC that generates this mail. You may a link to this group and all your TCs in OASIS at: https://www.oasis-open.org/apps/org/workgroup/portal/my_workgroups.php
--- Begin Message ---
- From: "Stephen Green" <stephen_green@bristol-city.gov.uk>
- To: ">" <<ubl@lists.oasis-open.org>
- Date: Mon, 28 Feb 2005 06:41:18 -0700
Stephen Green and G. Ken Holman are pleased to submit the following as a charter for the UBL Small Business SubCommittee (SBSC). (log of changes from previous version attached) SBSC Charter (Date: Feb 2005): 1. To liaise with small business industry and organizations responsible for e-commerce systems on smaller scales than those requiring the full scope of UBL features and functionality. 2. To rapidly develop, document and maintain a formal subset of published UBL deliverables as a limited scope of UBL features and functionality. 3. To foster implementations of this subset through coordination, guidance and responsiveness to queries, in order to test the viability of such UBL limitations in real-world scenarios. 4. To discover general principles for the development and selection of UBL facilities and for the adaptations of human interface presentations (output and input) of the small business subset 5. To liaise regarding the small business subset as required with other subcommittees in UBL Possible deliverables: 1. Small business subset 2. Machine-processable expressions of the small business subset 3. User documentation of the small business subset 4. Principles of the development and selection of UBL facilities and of the adaptations of human interface presentations (output and input) for the small business subset 5. Catalogue of known implementations of the small business subset Scope of work: This committee's work is not undertaken to change any definition of UBL semantics or grammatical constraints expressed in the normative UBL W3C Schemas. Through analysis of real-world requirements for small business users of UBL, this committee will document in both human- and machine-readable fashions a subset of UBL components decided to be of use in the transactions characterized by such users. At no time will instances conforming to this subset of UBL ever not conform to the complete version of UBL from which the subset is derived. Manner and schedule of work: The work of the subcommittee will be primarily through a mail list set up on OASIS for subcommittee work. Access by the public will be through an openly available mail list archive. A library of intermediate work materials (links, files, meeting minutes, examples, etc.) will be maintained through the subcommittee web site and will be open for public access. The pace of development will attempt to keep up with the release of new UBL document models and input from the user community. Teleconferences will be scheduled on a regular basis (perhaps as often as every week or two) using the standard teleconference line. Many thanks. Stephen GreenUBL SBSC CHARTER_DRAFT_0-4_Change_Log.RTF
To unsubscribe from this mailing list (and be removed from the roster of the OASIS TC), go to http://www.oasis-open.org/apps/org/workgroup/ubl/members/leave_workgroup.php.--- End Message ---
--- Begin Message ---
- From: "Stephen Green" <stephen_green@bristol-city.gov.uk>
- To: ">" <"'ubl-dev@lists.oasis-open.org'"<ubl-dev@lists.oasis-open.org>
- Date: Thu, 27 Jan 2005 07:07:29 -0700
------------------------------------- UBL 1.0 Small Business Subset ------------------------------------- version 0.5 ------------- [The message provides a single reference for published artefacts for UBL 1.0 SBS 0.5] The subset leads to instances compliant with the UBL 1.0 cd (specification) Schemas so XSD Schemas are, in this subset version, not part of its specification. In other words, no new namespaces are defined. Subset Definition Files -------------------------- The subset is comprised of elements and attributes listed by their XPath addresses in files posted at the following url. zip: http://lists.oasis-open.org/archives/ubl-hisc/200501/bin00000.bin (file may be downloaded, saved and renamed with extension .zip before opening as a zipped file) The covering message for this distribution is found at: http://lists.oasis-open.org/archives/ubl-hisc/200501/msg00010.html Example / Template Files ------------------------------ The following sets of examples of filled and empty UBL 1.0 SBS 0.5 compliant documents are available: Examples with local filename Schema locations: zip: http://lists.oasis-open.org/archives/ubl-dev/200501/zip00000.zip Examples with full persistent UBL urls for Schema locations: zip: http://lists.oasis-open.org/archives/ubl-dev/200501/zip00003.zip Note: the urls of the latter files point to the fully documented Schemas of UBL 1.0 The subset example files do not indicate where elements are repeatable and for this references should be made to the UBL 1.0 specification and Schemas. No cardinalities are resticted in UBL 1.0 SBS 0.5 Acknowledgments ---------------------- The subset was modelled by Stephen Green based on both the original development of UBL up to version 1.0 and with special reference to the e-procurement model of the HM UK Government Office of Government Commerce http://www.govtalk.gov.uk/documents/OGC%20eProc%20V4-0.pdf The subset was temporarily defined in XSD using XML Spy (2005) courtesy of Altova (UBL TC licence), MS WordPad and the UBLish tool (see below): The XPath subset definition were generated by G.Ken Holman from the intermediary Schemas. http://www.cranesoftwrights.com/bio/gkholman.htm UBLish Tool: Name: UBLish Version: v1.0.10 Official Title: UBLish v1.0.10 Owner Company: SoftML Brief Functions: UBL Schema generation, customized schema generation, spreadsheet-schema conversion, schema element/type query. Logo URL: http://softml.net/jedi/ubl/sw/UBLish/UBLish-Logo.gif Requires: XPS v3.4p or above (from SoftML, http://SoftML.Net/xps) Platform: Microsoft Windows 2000, XP Pro, XP, 98 Usage Terms: No usage charge. Refer to UBLish terms for details. XPS integration engine licensed separately. Download URL: http://www.softml.net/jedi/ubl/sw/UBLish/UBLish-1.0/index.html Page content: Download, XPS, Installation, Feature Movie--- End Message ---
--- Begin Message ---
- From: "Stephen Green" <stephen_green@bristol-city.gov.uk>
- To: <ubl-dev@lists.oasis-open.org>
- Date: Tue, 25 Jan 2005 08:19:04 -0700
Folks My personal view of the UBL SmallBusinessSubset: UBL 1.0's Small Business Subset (SBS) now in development at version 0.5 results in a radical (up to 99%!) reduction in the number of overall elements and attributes to support (though of course there is much repetition of the underlying common structures in the full UBL documents). The subset starts to guide a developer of the type of application used by a small business (perhaps from a sophisticated spreadsheet to a typical finance application) into what elements and attributes and their structures to support as a minimal yet acceptable implementation of UBL. It seeks to establish some commonality across such applications, necessary for certain types of electronic trading, by giving the opportunity for applications to conform to an agreed subset appropriate to their needs. The acceptance of this kind of UBL support from the wider UBL developer community may result in applications for larger businesses being designed to better cater for the limitations small business applications may face. Besides this, there may be scope, hopefully, for ebXML CPPs/CPAs and related standards to specify the requirement to use a subset such the SmallBusinessSubset in trading collaborations/messages. One outcome of the subset's development is the ability to provide designed example instances, either as empty templates or as filled examples to aid a user in producing a valid UBL document. The attached zipped file contains sets of such instances which comply with the 0.5 version of the Small Business Subset. Note: there is no difference in the namespaces of the subset example instance from a UBL-proper instance. Compliance, as presently proposed, allows further elements from UBL to be included in a document but with the understanding that a similarly compliant receiving application MAY ignore such elements which are not included in the subset. On the other hand, elements which the subset does include SHOULD NOT be ignored unless the application has good reason to do so. These rules should provide a certain degree of confidence that a UBL message will be understood even by a low-end conformant application. Some sort of exception handling could be built into applications to detect extra-subset elements and present these visually for a user to make necessary decisions. Just how well the existing subset can meet the above function remains to be judged but efforts have been made to conform to models developed for such purposes as well as the historical benefit of years of development having gone into the existing set of UBL documents from which the subset is derived. It would be good to receive comment from domain 'experts' on the content of the attached documents and their appropriateness for small businesses. Thank you. Regards Stephen Green >>> "G. Ken Holman" <gkholman@CraneSoftwrights.com> 25/01/05 14:21:01 >>> Good day, all, I've just posted a revision to the proposed Universal Business Language 1.0 Small Business Subset 0.5 XPath files: http://lists.oasis-open.org/archives/ubl-hisc/200501/msg00010.html Public comments and feedback are welcome ... please use this mail list to offer your input. ................. Ken -- World-wide on-site corporate, govt. & user group XML/XSL training. G. Ken Holman mailto:gkholman@CraneSoftwrights.com Crane Softwrights Ltd. http://www.CraneSoftwrights.com/u/ Box 266, Kars, Ontario CANADA K0A-2E0 +1(613)489-0999 (F:-0995) Male Breast Cancer Awareness http://www.CraneSoftwrights.com/u/bc Legal business disclaimers: http://www.CraneSoftwrights.com/legal--- End Message ---
--- Begin Message ---
- From: "Stephen Green" <stephen_green@bristol-city.gov.uk>
- To: ">" <"'ubl-dev@lists.oasis-open.org'"<ubl-dev@lists.oasis-open.org>
- Date: Mon, 24 Jan 2005 09:15:15 -0700
Greetings UBL-Dev Folks, Just to inform that there has been progress with the subset perviously known as UBL Lite. It will have a full set of UBL documents (one missing at present is Order Change but hopefully to be remedied soon) and a new means of definition as well as a new name. The new name is to be UBL 1.0 Small Business Subset (plus subset version number). An abbreviation would be UBL SBS but if other subsets follow there may be more need for use of the full name. The new means of definition is a set of XPaths for all elements and attributes of each document. Version 0.4 (hopefully to become 1.0 on approval) is found at http://lists.oasis-open.org/archives/ubl-hisc/200501/zip00000.zip A few changes of note are:- Each document uses its own set of common library components so these can be different say for an Order as for an Invoice. This radically reduces the possible size of each document. There are only about 120 elements and attributes in a typical document compared with some 8 to 10,000 possibilities in a completely general UBL document. It would mean that a set of spreadsheet subset specs would require a separate 'Reusable' spreadsheet or table for each document besides the document spreadsheet or table. The Order now includes details for a credit card (or other card) payment means. The Invoice lines have OrderLineReference to allow for three-way matching with Order, etc. This could be omitted since the rule is that subset entities SHOULD NOT be ignored rather than MUST NOT be ignored. A reminder here that the other rule is that entites outside the subset may be used but MAY be ignored by the receiving application (unless agreement has been reached otherwise) for subset compliance. This allows reduction in the complexity of compliance without reducing the opportunities for adding complexity where mutual agreement allows. The ReceiptAdvice and DespatchAdvice do add complexity to the other documents a litlle in that they require more line level data (which is an aspect of their normal function). This is mainly the addition of OrderLineReference to the Invoice since it has already to be present in the Advice documents (and some would argue that it is an important part of even a simple order/invoice electronic trading process though not all small business apps support it). There is now also minimal DeliveryTerms in the Order/OrderResponse and minimal PaymentTerms in the Invoice. For details of cardinality, of course, one has to refer to the full UBL Schemas and none of the subsets alter the cardinalities. Please see also for background on developments: http://lists.oasis-open.org/archives/ubl/200501/msg00040.html and http://lists.oasis-open.org/archives/ubl-dev/200409/msg00033.html Comments welcome All the best Stephen Green--- End Message ---
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