Less used Segments and elements with qualifiers

The selection of EDI versions is dependant on many a factors. The EDI Analyst selects the version of ANSI X12 depending on Retailers requirement to carry business data. Generally basic set of business documents like 850, 855, 856,810, 820 etc. are of same version. But I have seen EDI guidelines of large Business Houses where some of the doc sets are of different versions, reason being to support the requirement of business data.

I have seen that all versions do not carry same named segments and looping structure is also different. The owner of ANSI standard updates the version depending upon the Industrial requirement and creates new segments, modifies/ add elements, changes element length, data type etc.

I like to say something on rarely used segments, some less used elements of commonly used segments with uncommon qualifiers. This knowledge is required when we need to formulate the EDI guideline after studying the business requirement.

A few examples :

SEGMENT: BEG (BEGINNING SEGMENT FOR PURCHASE ORDER)
LEVEL: Heading
USAGE: Mandatory
Purpose: To indicate the beginning of Purchase order Transaction Set and transmit identifying numbers and dates.


BEG 01 : Transaction Set Purpose code
28 Query (4030 Version)
BEG 02 : Purchase Order type code
IN Information Copy Pre Order Queries
SS Supply or Service order Firm Order Queries (4030 Version)
CF Confirmation
EO Emergency order
RO Rush Order (3030 Version)
NE New order (4010Version)
ZZ mutually defined Cross-dock to suppliers by request (4010 Version)

BEG 03 : Purchase Order number
TXNUM: Transaction Number (4030 Version) Can contain Award #

BEG 07 : Acknowledgement Type
AE acknowledge wit exception detail only (3030 Version)
AK acknowledge-no detail or change (Used to indicate Acknowledgement of this 850 Transaction set is required using only the mandatory Segments in the 855) (4010 Version)

BEG08 : Invoice Type Code (Code defining the method by which invoices are to be
Processed)
INR invoices not required (such as evaluated receipts Settlements)
IBM invoice by mail (3030 Version)
IEL invoice electronically

SEGMENT: FOB (F.O.B. Related Instructions)
Level: Header
Usage: Optional
Purpose: To specify transportation instructions relating to shipment

FOB01 : Shipment Method of Payment
Code identifying payment terms for transportation (3030version)
CD Collect on Deliver
CF Collect, Freight Credited Back to DE
DF Defined by Buyer and Seller
NC Service Freight, No Charge
PB Customer Pick-up/Backhaul
PC Prepaid but Charged to Customer
PP Prepaid (by Seller)
PU Pickup
TP Third Party Pay
DE Per Contact
ZZ Mutually Defined (2003version)
PS Paid By Seller (3030version)

FOB02 : Location Qualifier
Codee identifying type of location (3030 version).
AC City and State
CC Country
CI City (4010 version)
CY County/Parish
DE Destination (Shipping)
FA Factory (4010 version)
FE Freight Equalization Point
MI Mill (4010 version)
OA Origin (After Loading on Equipment)
OR Origin (Shipping Point)
OV on Vessel (Free On Board [FOB] point)
PL Plant
TL Terminal Cargo Location (4010 version)
WH Warehouse
ZZ Mutually Defined

FOB04 : Transportation Terms Qualifier Code
Code identifying the source of the transportation terms.
02 Trade Terms Code

FOB05 : Transportation Terms code
Code identifying the trade terms which Transportation Apply to the shipment Responsibility
FOB Free on Board

FOB06 : Locations Qualifier
Code identifying type of location.
DE Destination (Shipping)
FE Freight Equalization Point
OA Origin (After Loading on Equipment)
OR Origin (Shipping Point)
OV on Vessel (Free On Board [FOB] Point)
PL Plant
WH Warehouse

FOB08 : Risk of Loss Qualifier
Code specifying were responsibility for Risk of loss passes
BY Buyer's Responds for Goods
SE Seller's Responds for Goods
ZZ Mutually Defined


Segment: PWK (Paperwork) 3030VERSION
Level: Header
Usage: Optional
Max Use: 25
Purpose: To identify the type and transmission of paperwork or supporting information

Syntax: If either PWK05 or PWK06 is present, then the other is required.
Comments: A PWK05 and PWK06 may be used to identify the addressee by a code number.
B PWK07 may be used to indicate special information to be shown on the
Specified report.
C PWK08 may be used to indicate action pertaining to a report.

Notes: The PWK segment is not commonly used at both the Header and Detail Level. It is preferred to be used at the Header Level or the Detail Level, but not both. This segment should be used only if "Attached" paperwork is applicable

PWK01 : Report Type Code
Code indicating the title or contents of a Document, report or supporting item
BM Bill of Material
CT Certification Mechanical Properties
IT Certified Inspection and Test Results
MS Material Safety Data Sheet
PJ Purchasing Specification
SI Seller Inventory Report
SP Specification
12 Mechanical properties

PWK02 : Report Transmissions Code
Code defining timing, transmission method Format by which reports are to be sent
AE Electronically After Shipping
BM By Mail
BW Best Way (Sender’s Option)
EL Electronically Only
FX By Fax
SN With Ship Notice

PWK03 : Report Copies Needed
The number of copies of a report that should be sent to the addresses

PWK04 : Entity Identifier Code
Code identifying an organizational entity, a physical location or an individual

PWK05 : Identification Code Qualifier
Code designating the system/method of code structure used for identification.

PWK06 : Identification Code
Code identifying a party or other code.

PWK07 : Description
A free-form description to clarify the related data elements and their contents.

PWK08 : Paperwork/Report Action Code
Code specifying how the paperwork or report that is relates to the transaction set or to identify the Action.

Segment: PKG Marking, Packaging, Loading(3030version)
Level: Detail
Loop: PO1
Usage: Optional
Max Use: 200
Purpose: To describe marking, packaging, loading and unloading requirements.

PKG01 : Item Description Type
Code indicating the format of a description.
F Free-form

PKG02 : Packaging Characteristic Code
Code specifying the marking, packaging, loading and related characteristics being described
34 Products Marking
35 Type of Package
36 Package Specifications
68 Skid/Pallet Type

PKG03 : Agency Qualifier Code
Code identifying the agency assigning the code values.

PKG04 : Packaging Description Code
A code from an industry code list which Provides specific data about the marking Packaging or loading and unloading of a Product

PKG05 : Description
A free-form description to clarify the Related data elements and their content

PKG06 : Unit Load Option Code
Code identifying loading or unloading a shipment

Segment: SSS Special Services (3030VERSION)
Level: Detail
Loop: PO1
Usage: Optional
Max Use: 25
Purpose: To specify special conditions or services associated with the purchased product
Comments: A SSS02 identifies the source of the code value in SSS03.
B SSS07 (Description) is normally used to clarify/expand on the services to
Be provided. C SSS09 specifies the individual code list of the agency specified in SSS02.

SSS01 : Allowance or Charge Indicator
Code which indicates an allowance or charge for the service specified

SSS02 : Agency Qualifier Code
Code identifying the agency assigning the Code values

SSS03 : Special Services Code
Code identifying the special service.

SSS04 : Service Marks and Numbers
Data used to identify the performance of the Service specified by Special Services Code (560).

SSS05 : Allowance or Charge Rate
Allowance or Charge Rate per Unit.

SSS06 : Allowance or Charge Total Amount
Total dollar amount for the allowance or charge.

SSS07 : Description
A free-form description to clarify the related Data elements and their contents

SSS08 : Quantity
Numeric value of quantity.

SSS09 : Source Sub qualifier
A reference that indicates the table or text Maintained by the Source Qualifier


Segment: ITA Allowance, Charge or Service
Level: Detail
Loop: PO1
Usage: Optional
Max Use: 10
Purpose: To specify allowances, charges or services
If ITA10 is present, then ITA11 is required.
Comments: A If ITA01 = A-Allowance or C-Charge, then at least one of ITA06, ITA07, or ITA08 must be present.
B ITA02 identifies the source of the code value in ITA03 or ITA14.
C If ITA07 is present with either ITA06 or ITA08, then ITA07 takes Precedence.
D ITA13 is used to clarify the allowance, charge or service.
E ITA15 specifies the individual code list of the agency specified in ITA02.
F ITA16 describes the relationship of ITA06, ITA07 or ITA09 to an associated

ITA01 : Allowance or Charge Indicator
Code which indicates an allowance or charge for the service specified
A Allowance
C Charge

ITA02 : Agency Qualifier Code
Code identifying the agency assigning the code values.
AX ANSI Accredited Standards Committee, X12.

ITA03 : Special Services Code
Code identifying the special service.

ITA04 : Allowance or Charge (Method of Handling Code)
Code indicating method of handling for an Allowance or charges.
02 Off Invoice
06 Charge to be paid by Customer

ITA05 : Allowance or Charge Number
The number assigned by a vendor referencing an Allowance, promotion, deal or charge.

ITA06 : Allowance or Charge Rate
Allowance or Charge Rate per Unit.

ITA07 : Allowance or Charge Total Amount
Total dollar amoun for the allowance or charge.

ITA08 : Allowance/ Charge Percent Qualifier
Code indicating on what basis allowance or Charge percent is calculated

ITA09 : Allowance or Charge Percent
Allowance or charge expressed as a percent.

ITA10 : Allowance or Charge Quantity
Quantity basis when allowance or charge quantity Is different from the purchase order or Invoice quantity

ITA11 : Unit or Basis for Measurement Code
Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken
43 Super Bulk Bag
47 50 Pound Bag
4K Mill amperes
4L Megabyte
59 Parts Per Million
68 Ampere
70 Volt
84 Kilo Pounds per Square Inch (KSI)
85 Foot Pounds
86 Joules
97 10 Kilogram Drum
A9 Rate
AC Acre
AT Atmosphere
B5 Billet
BA Bale
BB Base Box
BC Bucket
BD Bundle
BF Board Feet
BG Bag
BI Bar
BL Block
BN Bulk
BO Bottle
BR Barrel
BU Bushel
BX Box
BZ Million BTU’s
C7 Centipoises (CPS)
C8 Cubic Decimeter
CA Case
CB Carboy
CC Cubic Centimeter
CD Carat
CE Centigrade, Celsius
CF Cubic Feet
CH Container
CI Cubic Inches
CL Cylinder
CM Centimeter
CN Can
CP Crate
CQ Cartridge
CR Cubic Meter
CS Cassette
CT Carton
CU Cup
CW Hundred Pounds (CWT)
CX Coil
CY Cubic Yard
DA Days
DD Degree
DF Dram
DH Miles
DM Decimeter
DR Drum
DZ Dozen
EA Each
FA Fahrenheit
FE Track Foot
FP Pounds per Sq. Ft.
FR Feet per Minute
FT Foot
GA Gallon
GE Pounds per Gallon
GL Grams per Liter
GR Gram
GS Gross
GX Grain
GY Gross Yard
H4 Hectoliter
HA Hank
HF Hundred Feet
HH Hundred Cubic Feet
HJ Horsepower
HO Hundred Troy Ounces
HR Hours
HV Hundred Weight (Short)
HW Hundred Weight (Long)
HZ Hertz
IA Inch Pound
IN Inch
JO Joint
JR Jar
JU Jug
K7 Kilowatt
KC Kilograms per Cubic Meter
KE Keg
KG Kilogram
KH Kilowatt Hour
KN Kilometer
KP Kilometers per Hour
KQ Kilopascal
KT Kit
FA Fahrenheit
FE Track Foot
FP Pounds per Sq. Ft.
FR Feet per Minute
FT Foot
GA Gallon
GE Pounds per Gallon
GL Grams per Liter
GR Gram
GS Gross
GX Grain
GY Gross Yard
H4 Hectoliter
HA Hank
HF Hundred Feet
HH Hundred Cubic Feet
HJ Horsepower
HO Hundred Troy Ounces
HR Hours
HV Hundred Weight (Short)
HW Hundred Weight (Long)
HZ Hertz
IA Inch Pound
IN Inch
JO Joint
JR Jar
JU Jug
K7 Kilowatt
KC Kilograms per Cubic Meter
KE Keg
KG Kilogram
KH Kilowatt Hour
KN Kilometer
KP Kilometers per Hour
KQ Kilopascal
KT Kit
. KV Kelvin
LB Pound
LF Linear Foot
LG Long Ton
LN Length
LO Lot
LS Lump Sum
LT Liter
M6 Mill bar
ME Milligram
MI Metric
MJ Minutes
ML Milliliter
MM Millimeter
MO Months
MP Metric Ton
MR Meter
NB Barge
NL Load
NS Short Ton
NW Newton
OT Overtime Hours
OZ Ounce - Av
P1 Percent
PA Pail
PC Piece
PD Pad
PF Pallet (Lift)
PK Package
PL Pallet/Unit Load
PR Pair
PS Pounds per Sq. Inch
PT Pint
QT Quart
R3 Revolutions per Minute
RD Rod
RE Reel
RL Roll
RM Ream
RU Run
S2 Seconds (time)
S4 Square Meters per Second
SB Square Mile
SF Square Foot
SH Sheet
SI Square Inch
SJ Sack
SM Square Meter
SO Spool
SR Strip
ST Set
SV Skid
SY Square Yard
TB Tube
TC Truckload
TE Tote
TG Gross Ton
TH Thousand
TK Tank
TL Thousand Feet (Linear)
TN Net Ton (2,000 LB).
TO Troy Ounce
TQ Thousand Feet
TS Thousand Square Feet
UN Unit
WK Week
YD Yard
YR Years

ITA12 : Quantity
Numeric value of quantity.

ITA13 : Description
A free-form description to clarify the related data elements and their content.

ITA14 : Special Charge or Allowance Code
Code identifying type of special charge or allowance.

400 Freight
405 Fuel Surcharge
690 Special Handling Service
DSC Discount
EEH Engineering Charge
FFR Flat Rate
IIA Invoice Adjustment
INC Insurance Surcharge
LAE One-Time License Fee
MSG Miscellaneous Charge
Postage Charge
RAK Royalties
TRC Trailer Rental Charge
TTB Transportation-Direct Billing
TTV Transportation - Vendor Provided

ITA15 : Source Sub qualifier
A reference that indicates the table
Maintained by the Source Qualifier

ITA16 : Price Relationship Code
Code indicating the relationship of the price or Amount to the associated segment.

Segment: TAX (Tax Reference) 3030VERSION

Level: Detail
Loop: PO1
Usage: Optional
Max Use: 3
Purpose: To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
Comments: A Tax ID number is, in many instances, referred to as a "Tax Exemption Number." The paired (combined) use of data elements 309 and 310 provides for the designation of five (5) taxing jurisdictions
B TAX01 is required if tax exemption is being claimed.


TAX01 : Tax Identification Number
Number assigned to a purchaser (buyer, Ordered) by a taxing jurisdiction (state,
County etc.), often called a tax exemption number or Certificate number

TAX02 : Location Qualifier
Code identifying type of location.

AC City and State
CO County/Parish and State
CY County/Parish
SP State/Province

TAX03 : Location Identifier
Code which identifies a specific location.

TAX04 : Location Qualifier
Code identifying type of location.

240
TAX05 : Location Identifier
Code which identifies a specific Location.

TAX06 : Location Qualifier
Code identifying type of location.

TAX07 : Location Identifier
Code which identifies a specific Location.

TAX08 : Location Qualifier
Code identifying type of location.

TAX09 : Location Identifier
Code which identifies a specific location.

TAX10 : Location Qualifier
Code identifying type of location.

TAX11 : Location Identifier
Code which identifies a specific Location.

TAX12 : Tax Exempt Code
Code identifying exemption status from Sales and use tax.
1 Yes (Tax Exempt) For offshore water properties use the code value of 1
2 No (Not Tax Exempt)
7 Direct Pay ID


Segment: LDT (Lead Time) 2003i VERSION
Position: 610
Loop: PO1 Mandatory
Level: Header
Usage: Optional
Max Use: 12
Purpose: To specify lead time for availability of products and services
Comments: 1 LDT04 is the effective date of lead time information.

LDT01 : Lead Time Code
AF From date of PO receipt to delivery Code indicating the time range

LDT02 : Quantity
Numeric value of Quantity. Also see: Unit of Measurement Code (355).

LDT03 : Unit of Time Period or Interval
Code indicating the time period or interval
DA Calendar Days

LDT04 : Date
Date (YYMMDD)

Segment: MAN (Marks and Numbers) 2003i version

Position: 670
Loop: PO1 Mandatory
Usage: Optional
Max Use: 10
Purpose: To indicate identifying marks and numbers for shipping containers.

MAN01 : Marks and Numbers Qualifier
Code specifying the application or source of Marks and Numbers (87)
L Line Item Only

MAN02 :Marks and Numbers
Marks and numbers used to identify a shipment or parts of a shipment


Segment: FA1 (Type of Financial Accounting Data) 4010VERSION
Position: 293
Loop: FA1 Optional
Level: Heading
Usage: Optional
Max Use: 1
Purpose: To specify the organization controlling the content of the counting citation, and The purpose associated with the accounting citation

FA101 : Agency Qualifier Code
Code identifying the agency assigning the code values
DF Department of Defense (DoD)

FA102 : Service, Promotion,Allowance or Charge Code
Code identifying the service, promotion, allowance, or charges

FA103 : Allowance or Charge Indicator
Service specified

Segment: FA2 (Accounting Data) 2003I VERSION
Position: 294
Loop: FA1 Optional
Level: Heading
Usage: Mandatory
Max Use: >1
Purpose: To specify the detailed accounting data

FA201 : Breakdown Structure Detail Code
Codes identifying details relating to a reporting breakdown structure tree ZZ Mutually Defined.

FA202 : Financial Information Code
Code representing financial accounting information

Segment: MEA Measurements
Loop: PO1 Mandatory
Level: Detail
Usage: Optional
Max Use: 1
Purpose: To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

Syntax Notes: 1 At least one of MEA03 MEA05 MEA06 or MEA08 is required.
2 If MEA05 is present, then MEA04 is required.
3 If MEA06 is present, then MEA04 is required.
4 If MEA07 is present, then at least one of MEA03 MEA05 or MEA06 is required.
5 Only one of MEA08 or MEA03 may be present.

Semantic Notes: 1 MEA04 defines the unit of measure for MEA03, MEA05, and MEA06.
Comments: 1 When citing dimensional tolerances, any measurement requiring a sign (+ or -), or Any measurement where a positive (+) value cannot be assumed, use MEA05 as the Negative (-) value and MEA06 as the positive (+) value.
Notes: Used for:
1. Window Treatments Width Measurement (MEA02 & 03), or
2. Floor covering Width Measurement (MEA02 & 03), and
3. Mount Type for Window Treatments (MEA09).

MEA02 : Measurement Qualifier
Code identifying a specific product or process Characteristic to which a measurement applies
WD Width
HT Height
LN Length

MEA03 : Measurement Value
The value of the measurement Window Treatment or Floor covering Width
Measurement.

MEA04 : Composite Unit of Measure
To identify a composite unit of measure (See figures Appendix for examples of use)

MEA04 : Unit or Basis for Measurement Code
Code specifying the units in which a value is being Expressed, or manner in which a measurement has Been taken 15 Wand

MEA08 : Measurement Attribute Code
Code used to express an attribute response when a numeric measurement value
ZZ Mutually Defined
Yes = when Cord & Loop should be included.
No = when Cord & Loop should not be included.
07 Yes
20 No

MEA09 : Surface/Layer/Position Code
Code indicating the product surface, layer or Position that is being described Used for Mount Type for Window treatment

EX Ceiling Outside
IN Inside
LT Left
SB Right
IT Ceiling Inside
OT Outside
WF Door
R1 Horizontal
R2 Vertical
R3 Pleated
R4 Cellular
R5 Wood
R8 Top down
R9 Bottom up
RA Top down & Bottom up


Segment : CTB (Restrictions/Conditions)

Purpose : To specify restrictions/conditions (such as shipping, ordering)
CTB01 : Restrictions/Condition Qualifier

User Note 1: HMCo Usage: If the CTB*NS is specified on
the 850, the line item is not to be added to the
suppliers back end system as a production line
The CTB*NS can be used in conjunction with the
N9*I5*Invoice segment. In this case, the line item
Should be communicated to HMCo on the 810 and 855,
And not added to the suppliers back end system as a
Production line item.
If CTB*NS is not specified, and the N9*I5*Invoice
Segment is present, the line should be added to the
Suppliers back end system as a production line item
And communicated to HMCo on the 810 and 855
Transactions

NS Nonservicable
SR Shipping
WO Whole seller only


CTB02 :Description
CTB03 : quantity
CTB04 : quantity
CTB05 : Amount Qualifier code
CTB06 : Amount
CTB07 : Composite unit of Measure


Segment : PCT Percent Amounts
Purpose : To qualify percent amounts and supply percent amounts

PCT01 : Percent Qualifier
Description: Code to qualify percent

CP Contract to Lease
OF off take
PA Lease Production
RP Royalty
TP Tract
WI Working Interest

PCT02 : Percent
Percentage expressed as a decimal

Segment : LM Code Source Information
Purpose : To transmit standard code list identification information
Comments:
1. LM02 identifies the applicable industry code list source information.

LM01 : Agency Qualifier Code
Code identifying the agency

LM02 : Source Sub qualifier
A reference that indicates the table Or text maintained by the Source Qualifier Implementation Note: The Source Sub qualifier Is the Petroleum Industry Data Dictionary (PIDD)

Segment : LQ (Industry Code)
Code to transmit standard industry codes

Syntax:
1. LQ01 C0102 -- If LQ01 is present, then LQ02 is required

LQ01 : Code List Qualifier Code
Code identifying a specific industry

PLC Petroleum Land Category
PLS Petroleum Lease Status
PPP Petroleum Product Point-of-Sale
PPS Petroleum Product Selling Arrangement
PRA Petroleum Royalty Adjustment
PRC Petroleum Royalty Calculation Method
PRT Petroleum Royalty Transaction

LQ02 : Industry Code
Code indicating a code from a Specific industry code list