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Subject: Re: [ubl-comment] Simple purchase order
Hi Tim Just a couple of observations on your response to Ms. Slupik "If you believe that this sub-total is not PriceAmount less TaxAmount ..." Often a sub-total is required that is net of delivery charges, not simply just net of tax. "The same tax rate is applied for the whole order " This isn't always the case. In the publishing business, some items may be zero rated for VAT (e.g. books) whereas others do carry VAT (e.g. books with CDs or audiotapes included). You can certainly have some orderlines where VAT is applicable, and others where it isn't. "I put the shipment amount in the header as <PaymentVariation>. Is this correct?" We have some customers who charge different shipment rates for different products; there is no consistency (e.g. by weight) across their entire product line . How would you recommend handling that? Would this also come under the heading of a derived business information entity? Or would you recommend building a separate PO for such items? Regards Gordon Dennis Tim McGrath wrote: > firstly, let me thank you for adopting UBL in your project. As you > would be aware this is a work in progress (like most standards) and it > is practical feedback from the field that both improves our work and > encourages us to persist. > > to answer you specific concerns (and some of my colleagues may wish to > add their opinions as well)... > > 1. How to include sub-total amount (without tax)? > > I would interpret this as a derived business information entity. it is > PriceAmount less TaxAmount (in most cases). in which case it is not > technically necessary for the document. We sometimes concede on this > rule (e.g. the other totals) but only where it may be possible only to > send totals and not the constituent parts. > If you believe that this sub-total is not PriceAmount less TaxAmount > then we would be happy to have your definition and put it for > consideration into the next version of the library. > > 2. How to include a default tax rate in the summary? The same tax rate is > applied for the whole order so it appears in the summary and not in lines. > > There is really no logical difference between Header and Summary - it > just folows traditional views of the document. So the entity you > require can be in the Header or Summary. Currently, the only way to use > a Tax structure is to create it with the OrderHeader.PaymentVariation. > I tend to feel this is not intuitive, however it is possible. Again we > are happy to consider this as input into our current Library review > > 3. I put the shipment amount in the header as <PaymentVariation>. Is this > correct? > > Yes it is correct. This is similar to the case above (2.) but shows a > more legitimate use of payment variations. you have correctly qualified > the variation as being 'shipping'. > > Hope this helps. > > Barbara Slupik wrote: > > >Hello, > > > >I am building an e-commerce application and I am looking for standard > >document formats to use. Purchase orders are the first area I am tackling. > >Later conversion to and from EDI format will be important, but for now I am > >starting with something simple. > > > >I want to translate a simple order into UBL format (see documents below). > > > >I had no problems with <Header> and <LineItem> parts. The problems started > >with <Summary> part: > > > >1. How to include sub-total amount (without tax)? > >2. How to include a default tax rate in the summary? The same tax rate is > >applied for the whole order so it appears in the summary and not in lines. > >3. I put the shipment amount in the header as <PaymentVariation>. Is this > >correct? > > > >Regards > > > >Barbara Slupik > > > > > >***************** Simple order as text ****************** > > > >Buyer: H K MOORE LIMITED > > Low Cost Secure Electronic Data Exchange > > 21 Garden Road > > Knutsford, Cheshire WA16 6HT, UK > > Phone: +44 (0)1565 634788 > > > >Purchase Order Number: 205 > > > >Supplier: Identity = Supplier-01 > > My Supplier > > The Supplier Company > > In a street > > Manchester M4 3BR UK > > +44 (0)161 235 5545 > > > >Ship-to: My Receiver > > At my warehouse > > A New Buiness Park > > Northwich, Cheshire WA39 2LG > > +44 (0)1606 546795 > > > >Invoice-to: My accounts Department > > At my Head Office > > In a big Building > > 359 Deansgate > > Manchester M76 3TY > > Phone: +44 (0)161 556 4697 > > > >Correspondence-to: Me > > In my office > > Or in a restaurant > > Knutsford, Cheshire WA56 7KK > > Phone: +44 (0)1565 667788 > > > >P.O. Date: 14/02/02 > > > >Delivery Date: 14/03/02 > > > >Payment Terms: 30 days > > > >Currency: GBP > > > >--------------------------------------------------------------------------- > >Line Item number Unit price Qty Price > > Description > >--------------------------------------------------------------------------- > >1. ITEM-001 25.23 2 50.46 > > The first item on the purchase order. > > > >2. ITEM-002 6.34 5 31.70 > > The second item on the purchase order. > > > >3. ITEM-003 50.00 2 100.00 > > Item number three > > > > -------------------------- > > Subtotal 182.16 > > Vat rate 17.5 > > Vat amount 31.88 > > Shipping 5.00 > > Other > > > > Total 219.04 > > > > > > > >**************** Simple order in UBL format *************** > > > ><?xml version="1.0" encoding="UTF-8"?> > ><Order xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; > >xmlns:cct="CoreComponentTypes.xsd" > >xsi:noNamespaceSchemaLocation="UBL_Order-0p64.xsd"> > > <Header> > > <Language> > > <IdentificationCode>EN</IdentificationCode> > > </Language> > > <BuyerParty> > > <Identifier>H K MOORE LIMITED</Identifier> > > <Name>Low Cost Secure Electronic Data Exchange</Name> > > <Address> > > <StreetName>21 Garden Road</StreetName> > > <CityName>Knutsford, Cheshire WA16 6HT, UK</CityName> > > </Address> > > <Contact> > > <Name>H K MOORE LIMITED</Name> > > <Communication> > > <Value>+44 (0)1565 667788</Value> > > </Communication> > > </Contact> > > </BuyerParty> > > <SellerParty> > > <Identifier>My Supplier</Identifier> > > <Name>The Supplier Company</Name> > > <AdditionalName>Supplier-01/AdditionalName> > > <Address> > > <StreetName>In a street</StreetName> > > <CityName>Manchester M4 3BR, UK</CityName> > > </Address> > > <Contact> > > <Name>My Supplier</Name> > > <Communication> > > <Value>+44 (0)161 235 5545</Value> > > </Communication> > > </Contact> > > </SellerParty> > > <ConsigneeParty> > > <Identifier>My Receiver</Identifier> > > <Name>At my warehouse</Name> > > <Address> > > <StreetName>A New Buiness Park</StreetName> > > <CityName>Northwich, Cheshire WA39 2LG</CityName> > > </Address> > > <Contact> > > <Name>My Receiver</Name> > > <Communication> > > <Value>+44 (0)1606 546795</Value> > > </Communication> > > </Contact> > > </ConsigneeParty> > > <InvoiceeParty> > > <Identifier>My accounts Department</Identifier> > > <Name>At my Head Office</Name> > > <Address> > > <BuildingId>In a big Building</BuildingId> > > <StreetName>359 Deansgate</StreetName> > > <CityName>Manchester M76 3TY</CityName> > > </Address> > > <Contact> > > <Name>My accounts Department</Name> > > <Communication> > > <Value>+44 (0)1606 546795</Value> > > </Communication> > > </Contact> > > </InvoiceeParty> > > <OtherParty> > > <Identifier>Me</Identifier> > > <Name>In my office</Name> > > <Address> > > <BuildingId>Or in a restaurant</BuildingId> > > <CityName>Knutsford, Cheshire WA56 7KK</CityName> > > </Address> > > <Contact> > > <Name>Me</Name> > > <Communication> > > <Value>Phone: +44 (0)1565 667788</Value> > > </Communication> > > </Contact> > > </OtherParty> > > <IssueDateTime>14/02/02</IssueDateTime> > > <RequestDeliveryDateTime>14/03/02</RequestDeliveryDateTime> > > <CurrencyCode>GBP</CurrencyCode> > > <PaymentTerms> > > <Identifier>30 days</Identifier> > > </PaymentTerms> > > <PaymentVariation> > > <ServiceId/> <!-- X12 1300 --> > > <Service>Shipping</Service> > > <ConditionId/> <!-- EDIFACT 5463 and X12 248 --> > > <SettlementId/> <!-- X12 331 --> > > <Amount>5</Amount> > > </PaymentVariation> > > </Header> > > <LineItem> > > <BuyerId>1</BuyerId> > > <Item> > > <BuyerItemIdentifier> > > <Identifier>ITEM-001</Identifier> > > </BuyerItemIdentifier> > > <Description>The first item on the purchase order.</Description> > > <Pricing> > > <UnitPriceAmount>25.23</UnitPriceAmount> > > <Quantity QuantityUnitCode="Each">2</Quantity> > > </Pricing> > > <TotalAmount>50.46</TotalAmount> > > </LineItem> > > <LineItem> > > <BuyerId>2</BuyerId> > > <Item> > > <BuyerItemIdentifier> > > <Identifier>ITEM-002</Identifier> > > </BuyerItemIdentifier> > > <Description>The second item on the purchase > >order.</Description> > > <Pricing> > > <UnitPriceAmount>6.34</UnitPriceAmount> > > <Quantity QuantityUnitCode="Litres">5</Quantity> > > </Pricing> > > <TotalAmount>31.70</TotalAmount> > > </LineItem> > > <LineItem> > > <BuyerId>3</BuyerId> > > <Item> > > <BuyerItemIdentifier> > > <Identifier>ITEM-003</Identifier> > > </BuyerItemIdentifier> > > <Description>Item number three</Description> > > <Pricing> > > <UnitPriceAmount>50.00</UnitPriceAmount> > > <Quantity QuantityUnitCode="Each">2</Quantity> > > </Pricing> > > <TotalAmount>100.00</TotalAmount> > > </LineItem> > > <Summary> > > <TaxAmount>31.88</TaxAmount> > > <PriceAmount>219.04</PriceAmount> > > </Summary> > ></Order> > > > > > >---------------------------------------------------------------- > >To subscribe or unsubscribe from this elist use the subscription > >manager: <http://lists.oasis-open.org/ob/adm.pl> > > > >. > > > > -- > regards > tim mcgrath > fremantle western australia 6160 > phone: +618 93352228 fax: +618 93352142 > > ---------------------------------------------------------------- > To subscribe or unsubscribe from this elist use the subscription > manager: <http://lists.oasis-open.org/ob/adm.pl> -- ============================================================= Koala Publishing Limited Downend House, 112 North Street, Downend, Bristol BS16 5SE, England 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