CDW

X12 850 Purchase Order

X12 Release 4010

This Draft Standard for Trial Use contains the format and establishes the data contents of the Purchase Order Transaction Set (850) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used to provide for customary and established business and industry practice relative to the placement of purchase orders for goods and services. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.

Delimiters

• ~ Segment
• * Element
• > Component

ISA

Interchange Control Header

RequiredMax use 1

To start and identify an interchange of zero or more functional groups and interchange-related control segments

ISA-01 · I01 · Authorization Information Qualifier · Required · Code to identify the type of information in the Authorization Information · 00 No Authorization Information Present (No Meaningful Information in I02)

ISA-02 · I02 · Authorization Information · Required Min 10 Max 10 · Information used for additional identification or authorization of the interchange sender or the data in the interchange; the type of information is set by the Authorization Information Qualifier (I01)

ISA-03 · I03 · Security Information Qualifier · Required · Code to identify the type of information in the Security Information · 00 No Security Information Present (No Meaningful Information in I04)

ISA-04 · I04 · Security Information · Required Min 10 Max 10 · This is used for identifying the security information about the interchange sender or the data in the interchange; the type of information is set by the Security Information Qualifier (I03)

ISA-05 · I05 · Interchange ID Qualifier · Required Min 2 Max 2 · Qualifier to designate the system/method of code structure used to designate the sender or receiver ID element being qualified · Codes 01 Duns (Dun & Bradstreet) 02 SCAC (Standard Carrier Alpha Code) 03 FMC (Federal Maritime Commission) 04 IATA (International Air Transport Association) 08 UCC EDI Communications ID (Comm ID) 09 X.121 (CCITT) 10 Department of Defense (DoD) Activity Address Code 11 DEA (Drug Enforcement Administration) 12 Phone (Telephone Companies) 13 UCS Code (The UCS Code is a Code Used for UCS Transmissions; it includes the Area Code and Telephone Number of a Modem; it Does Not Include Punctuation, Blanks or Access Code) 14 Duns Plus Suffix 15 Petroleum Accountants Society of Canada Company Code 16 Duns Number With 4-Character Suffix 17 American Bankers Association (ABA) Transit Routing Number (Including Check Digit, 9 Digit) 18 Association of American Railroads (AAR) Standard Distribution Code 19 EDI Council of Australia (EDICA) Communications ID Number (COMM ID) 20 Health Industry Number (HIN) 21 Integrated Postsecondary Education Data System, or (IPEDS) 22 Federal Interagency Commission on Education, or FICE 23 National Center for Education Statistics Common Core of Data 12-Digit Number for Pre-K-Grade 12 Institutes, or NCES 24 The College Board's Admission Testing Program 4-Digit Code of Postsecondary Institutes, or ATP 25 American College Testing Program 4-Digit Code of Postsecondary Institutions, or ACT 26 Statistics of Canada List of Postsecondary Institutions 27 Carrier Identification Number as assigned by Health Care Financing Administration (HCFA) 28 Fiscal Intermediary Identification Number as assigned by Health Care Financing Administration (HCFA) 29 Medicare Provider and Supplier Identification Number as assigned by Health Care Financing Administration (HCFA) 30 U.S. Federal Tax Identification Number 31 Jurisdiction Identification Number Plus 4 as assigned by the International Association of Industrial Accident Boards and Commissions (IAIABC) 32 U.S. Federal Employer Identification Number (FEIN) 33 National Association of Insurance Commissioners Company Code (NAIC) 34 Medicaid Provider and Supplier Identification Number as assigned by individual State Medicaid Agencies in conjunction with Health Care Financing Administration (HCFA) 35 Statistics Canada Canadian College Student Information System Institution Codes 36 Statistics Canada University Student Information System Institution Codes 37 Society of Property Information Compilers and Analysts AM Association Mexicana del Codigo de Producto (AMECOP) Communication ID NR National Retail Merchants Association (NRMA) - Assigned SN Standard Address Number ZZ Mutually Defined

ISA-06 · I06 · Interchange Sender ID · Required Min 15 Max 15 · Identification code published by the sender for other parties to use as the receiver ID to route data to them; the sender always codes this value in the sender ID element

ISA-07 · I05 · Interchange ID Qualifier · Required Min 2 Max 2 · Qualifier to designate the system/method of code structure used to designate the sender or receiver ID element being qualified · Codes 01 Duns (Dun & Bradstreet) 02 SCAC (Standard Carrier Alpha Code) 03 FMC (Federal Maritime Commission) 04 IATA (International Air Transport Association) 08 UCC EDI Communications ID (Comm ID) 09 X.121 (CCITT) 10 Department of Defense (DoD) Activity Address Code 11 DEA (Drug Enforcement Administration) 12 Phone (Telephone Companies) 13 UCS Code (The UCS Code is a Code Used for UCS Transmissions; it includes the Area Code and Telephone Number of a Modem; it Does Not Include Punctuation, Blanks or Access Code) 14 Duns Plus Suffix 15 Petroleum Accountants Society of Canada Company Code 16 Duns Number With 4-Character Suffix 17 American Bankers Association (ABA) Transit Routing Number (Including Check Digit, 9 Digit) 18 Association of American Railroads (AAR) Standard Distribution Code 19 EDI Council of Australia (EDICA) Communications ID Number (COMM ID) 20 Health Industry Number (HIN) 21 Integrated Postsecondary Education Data System, or (IPEDS) 22 Federal Interagency Commission on Education, or FICE 23 National Center for Education Statistics Common Core of Data 12-Digit Number for Pre-K-Grade 12 Institutes, or NCES 24 The College Board's Admission Testing Program 4-Digit Code of Postsecondary Institutes, or ATP 25 American College Testing Program 4-Digit Code of Postsecondary Institutions, or ACT 26 Statistics of Canada List of Postsecondary Institutions 27 Carrier Identification Number as assigned by Health Care Financing Administration (HCFA) 28 Fiscal Intermediary Identification Number as assigned by Health Care Financing Administration (HCFA) 29 Medicare Provider and Supplier Identification Number as assigned by Health Care Financing Administration (HCFA) 30 U.S. Federal Tax Identification Number 31 Jurisdiction Identification Number Plus 4 as assigned by the International Association of Industrial Accident Boards and Commissions (IAIABC) 32 U.S. Federal Employer Identification Number (FEIN) 33 National Association of Insurance Commissioners Company Code (NAIC) 34 Medicaid Provider and Supplier Identification Number as assigned by individual State Medicaid Agencies in conjunction with Health Care Financing Administration (HCFA) 35 Statistics Canada Canadian College Student Information System Institution Codes 36 Statistics Canada University Student Information System Institution Codes 37 Society of Property Information Compilers and Analysts AM Association Mexicana del Codigo de Producto (AMECOP) Communication ID NR National Retail Merchants Association (NRMA) - Assigned SN Standard Address Number ZZ Mutually Defined

ISA-08 · I07 · Interchange Receiver ID · Required Min 15 Max 15 · Identification code published by the receiver of the data; When sending, it is used by the sender as their sending ID, thus other parties sending to them will use this as a receiving ID to route data to them

ISA-09 · I08 · Interchange Date · Required YYMMDD format · Date of the interchange

ISA-10 · I09 · Interchange Time · Required HHMM format · Time of the interchange

ISA-11 · I10 · Interchange Control Standards Identifier · Required · Code to identify the agency responsible for the control standard used by the message that is enclosed by the interchange header and trailer · U U.S. EDI Community of ASC X12, TDCC, and UCS

ISA-12 · I11 · Interchange Control Version Number · Required · This version number covers the interchange control segments · 00401 Draft Standards for Trial Use Approved for Publication by ASC X12 Procedures Review Board through October 1997

ISA-13 · I12 · Interchange Control Number · Required Min 9 Max 9 · A control number assigned by the interchange sender

ISA-14 · I13 · Acknowledgment Requested · Required Min 1 Max 1 · Code sent by the sender to request an interchange acknowledgment (TA1) · 0 No Acknowledgment Requested 1 Interchange Acknowledgment Requested

ISA-15 · I14 · Usage Indicator · Required Min 1 Max 1 · Code to indicate whether data enclosed by this interchange envelope is test, production or information · I Information P Production Data T Test Data

ISA-16 · I15 · Component Element Separator · Required Min 1 Max 1 · Type is not applicable; the component element separator is a delimiter and not a data element; this field provides the delimiter used to separate component data elements within a composite data structure; this value must be different than the data element separator and the segment terminator · > Component Element Separator

GS

Functional Group Header

RequiredMax use 1

To indicate the beginning of a functional group and to provide control information

GS-01 · 479 · Functional Identifier Code · Required · Code identifying a group of application related transaction sets · PO Purchase Order (850)

GS-02 · 142 · Application Sender's Code · Required Min 2 Max 15 · Code identifying party sending transmission; codes agreed to by trading partners

GS-03 · 124 · Application Receiver's Code · Required Min 2 Max 15 · Code identifying party receiving transmission. Codes agreed to by trading partners

GS-04 · 373 · Date · Required CCYYMMDD format · Date expressed as CCYYMMDD

GS-05 · 337 · Time · Required HHMM, HHMMSS, HHMMSSD, or HHMMSSDD format · Time expressed in 24-hour clock time as follows: HHMM, or HHMMSS, or HHMMSSD, or HHMMSSDD, where H = hours (00-23), M = minutes (00-59), S = integer seconds (00-59) and DD = decimal seconds; decimal seconds are expressed as follows: D = tenths (0-9) and DD = hundredths (00-99)

GS-06 · 28 · Group Control Number · Required Min 1 Max 9 · Assigned number originated and maintained by the sender

GS-07 · 455 · Responsible Agency Code · Required Min 1 Max 2 · Code used in conjunction with Data Element 480 to identify the issuer of the standard · T Transportation Data Coordinating Committee (TDCC) X Accredited Standards Committee X12

GS-08 · 480 · Version / Release / Industry Identifier Code · Required · Code indicating the version, release, subrelease, and industry identifier of the EDI standard being used, including the GS and GE segments; if code in DE455 in GS segment is X, then in DE 480 positions 1-3 are the version number; positions 4-6 are the release and subrelease, level of the version; and positions 7-12 are the industry or trade association identifiers (optionally assigned by user); if code in DE455 in GS segment is T, then other formats are allowed · 004010 Draft Standards Approved for Publication by ASC X12 Procedures Review Board through October 1997

Heading

ST

010

Transaction Set Header

RequiredMax use 1

To indicate the start of a transaction set and to assign a control number

ST-01 · 143 · Transaction Set Identifier Code · Required · Code uniquely identifying a Transaction Set The transaction set identifier (ST01) used by the translation routines of the interchange partners to select the appropriate transaction set definition (e.g., 810 selects the Invoice Transaction Set). · 850 Purchase Order

ST-02 · 329 · Transaction Set Control Number · Required Min 4 Max 9 · Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

BEG

020

Beginning Segment for Purchase Order

RequiredMax use 1

To indicate the beginning of the Purchase Order Transaction Set and transmit identifying numbers and dates

BEG-01 · 353 · Transaction Set Purpose Code · Required · Code identifying purpose of transaction set · 00 Original

BEG-02 · 92 · Purchase Order Type Code · Required · Code specifying the type of Purchase Order · DS Dropship NE New Order RL Release or Delivery Order RN Renewal Order SA Stand-alone Order TM Time & Materials

BEG-03 · 324 · Purchase Order Number · Required Min 1 Max 22 · Identifying number for Purchase Order assigned by the purchaser

BEG-04 · 328 · Release Number · Optional Min 1 Max 30 · Number identifying a release against a Purchase Order previously placed

BEG-05 · 373 · Date · Required CCYYMMDD format · Date purchase order was issued; expressed as CCYYMMDD

REF

050

Reference Identification

OptionalMax use >1

To specify identifying information

REF-01 · 128 · Reference Identification Qualifier · Required · Code qualifying the Reference Identification · 12 Billing Account (Flooring Account Number) AH License Authorization Number BB Manufacturer Authorization Number BD Bid Request Number CT Contract Number EU CDW customer‟s purchase order number GC Bid Contract Number IA Internal Vendor Number PO CDW purchase order number

REF-02 · 127 · Reference Identification · Required Min 1 Max 30 · Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

REF-03 · 352 · Description · Optional Min 1 Max 80 · A free-form description to clarify the related data elements and their content

PER

060

Administrative Communications Contact

OptionalMax use 1

To identify a person or office to whom administrative communications should be directed

Example

If either Communication Number Qualifier (PER-03) or Communication Number (PER-04) is present, then the other is required

If either Communication Number Qualifier (PER-05) or Communication Number (PER-06) is present, then the other is required

PER-01 · 366 · Contact Function Code · Required · Code identifying the major duty or responsibility of the person or group named · BD Buyer Name or Department IC Information Contact

PER-02 · 93 · Purchasing Agent Name · Optional Min 1 Max 80 · Free-form name

PER-03 · 365 · Communication Number Qualifier · Optional · Code identifying the type of communication number · TE Telephone

PER-04 · 364 · Communication Number · Optional Min 1 Max 80 · Complete communications number including country or area code when applicable

PER-05 · 365 · Communication Number Qualifier · Optional · Code identifying the type of communication number · EM Electronic Mail

PER-06 · 364 · Communication Number · Optional Min 1 Max 80 · Complete communications number including country or area code when applicable

TAX

070

Tax Reference

OptionalMax use 1

To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction

TAX-01 · 325 · Tax Identification Number · Optional Min 1 Max 20 · Number assigned to a purchaser (buyer, orderer) by a taxing jurisdiction (state, county, etc.); often called a tax exemption number or certificate number TAX01 is required if tax exemption is being claimed.

TAX-12 · 441 · Tax Exempt Code · Optional · Code identifying exemption status from sales and use tax · 0 Exempt (For Export) 1 Yes (Tax Exempt) 2 No (Not Tax Exempt) 3 Exempt (For Resale) 4 Not Exempt/For Resale 5 Exempt (Not For Resale) 6 Not Exempt, Not For Resale 7 Direct Pay ID 8 Exempt (Sale to U.S. Government) 9 Exempt (Per State Law) A Labor Taxable, Material Exempt B Material Taxable, Labor Exempt C Not Taxable V Exempt from State Property Tax W Other Property Tax Exemption X Exempt - Letter on file

FOB

080

F.O.B. Related Instructions

OptionalMax use 1

To specify transportation instructions relating to shipment

Example

If Description (FOB-03) is present, then Location Qualifier (FOB-02) is required

FOB-01 · 146 · Shipment Method of Payment · Required · Code identifying payment terms for transportation charges FOB01 indicates which party will pay the carrier. · BP Paid by Buyer CA Advance Collect CC Collect MX Mixed PA Advance Prepaid PC Prepaid but Charged to Customer PP Prepaid (by Seller) PS Paid by Supplier/Vendor TP Third Party Pay

FOB-02 · 309 · Location Qualifier · Optional · Code identifying type of location FOB02 is the code specifying transportation responsibility location. · DE Destination (Shipping) OR Origin (Shipping Point)

FOB-03 · 352 · Description · Optional Min 1 Max 8 · A free-form description to clarify the related data elements and their content

ITD

130

Terms of Sale/Deferred Terms of Sale

OptionalMax use 1

To specify terms of sale

ITD-01 · 336 · Terms Type Code · Required Min 1 Max 2 · Code identifying type of payment terms If the code in ITD01 is "04", then ITD07 or ITD09 is required and either ITD10 or ITD11 is required; if the code in ITD01 is "05", then ITD06 or ITD07 is required.

ITD-02 · 333 · Terms Basis Date Code · Required Min 1 Max 2 · Code identifying the beginning of the terms period

ITD-03 · 338 · Terms Discount Percent · Optional Min 1 Max 6 · Terms discount percentage, expressed as a percent, available to the purchaser if an invoice is paid on or before the Terms Discount Due Date

ITD-05 · 351 · Terms Discount Days Due · Optional Min 1 Max 3 · Number of days in the terms discount period by which payment is due if terms discount is earned

ITD-07 · 386 · Terms Net Days · Required Min 1 Max 3 · Number of days until total invoice amount is due (discount not applicable)

DTM

150

Date/Time Reference

RequiredMax use 2

To specify pertinent dates and times

DTM-01 · 374 · Date/Time Qualifier · Required · Code specifying type of date or time, or both date and time · 002 Delivery Requested 010 Requested Ship

DTM-02 · 373 · Date · Required CCYYMMDD format · Date expressed as CCYYMMDD

TD5

240

Carrier Details (Routing Sequence/Transit Time)

OptionalMax use 1

To specify the carrier and sequence of routing and provide transit time information

TD5-04 · 91 · Transportation Method/Type Code · Optional · Code specifying the method or type of transportation for the shipment · 7 Mail A Air AE Air Express AF Air Freight D Parcel Post E Expedited Truck J Motor M Motor (Common Carrier) MP Motor (Package Carrier) P Private Carrier ZZ Mutually defined

N1 N1 Loop Ship To

OptionalMax 200

Variants (all may be used)

N1N1 Loop Rest All

N1

310

Name

RequiredMax use 1

To identify a party by type of organization, name, and code

Example

If either Identification Code Qualifier (N1-03) or Identification Code (N1-04) is present, then the other is required

If either Entity Relationship Code (N1-05) or Entity Identifier Code (N1-06) is present, then the other is required

N1-01 · 98 · Entity Identifier Code · Required · Code identifying an organizational entity, a physical location, property or an individual · ST Ship To

N1-02 · 93 · Name · Required Min 1 Max 60 · Free-form name

N1-03 · 66 · Identification Code Qualifier · Optional · Code designating the system/method of code structure used for Identification Code (67) · 1 D-U-N-S Number, Dun & Bradstreet 9 D-U-N-S+4, D-U-N-S Number with Four Character Suffix 91 Assigned by Seller or Seller's Agent 92 Assigned by Buyer or Buyer's Agent 93 Code assigned by the organization originating the transaction set 94 Code assigned by the organization that is the ultimate destination of the transaction set

N1-04 · 67 · Identification Code · Optional Min 2 Max 80 · Code identifying a party or other code Either a static value assigned or SIC codes for gov/ed

N1-05 · 706 · Entity Relationship Code · Optional Min 2 Max 2 · Code describing entity relationship N105 and N106 further define the type of entity in N101.

N1-06 · 98 · Entity Identifier Code · Optional Min 2 Max 3 · Code identifying an organizational entity, a physical location, property or an individual

N2

320

Additional Name Information

OptionalMax use 1

To specify additional names or those longer than 35 characters in length

N2-01 · 93 · Name · Optional Min 1 Max 60 · Free-form name

N2-02 · 93 · Name · Optional Min 1 Max 60 · Free-form name

N3

330

Address Information

OptionalMax use 1

To specify the location of the named party

N3-01 · 166 · Address Information · Required Min 1 Max 55 · Address information

N3-02 · 166 · Address Information · Optional Min 1 Max 55 · Address information

N4

340

Geographic Location

OptionalMax use 1

To specify the geographic place of the named party

Example

If either Location Qualifier (N4-05) or Location Identifier (N4-06) is present, then the other is required

N4-01 · 19 · City Name · Optional Min 2 Max 30 · Free-form text for city name A combination of either N401 through N404, or N405 and N406 may be adequate to specify a location.

N4-02 · 156 · State or Province Code · Optional Min 2 Max 2 · Code (Standard State/Province) as defined by appropriate government agency N402 is required only if city name (N401) is in the U.S. or Canada.

N4-03 · 116 · Postal Code · Optional Min 3 Max 15 · Code defining international postal zone code excluding punctuation and blanks (zip code for United States)

N4-04 · 26 · Country Code · Optional Min 2 Max 3 · Code identifying the country

N4-05 · 309 · Location Qualifier · Optional · Code identifying type of location · DE Destination (Shipping)

N4-06 · 310 · Location Identifier · Optional · Code which identifies a specific location · 01 Vernon Hills, IL 07 North Las Vegas, NV

PER

360

Administrative Communications Contact

OptionalMax use >1

To identify a person or office to whom administrative communications should be directed

Example

If either Communication Number Qualifier (PER-03) or Communication Number (PER-04) is present, then the other is required

PER-01 · 366 · Contact Function Code · Required · Code identifying the major duty or responsibility of the person or group named · IC Information Contact

PER-02 · 93 · Name · Optional Min 1 Max 60 · Free-form name · Usage notes If ship to is CDW, will be purchasing agent. If ship to is CDW customer, will be customer contact

PER-03 · 365 · Communication Number Qualifier · Optional · Code identifying the type of communication number · TE Telephone

PER-04 · 364 · Communication Number · Optional Min 1 Max 80 · Complete communications number including country or area code when applicable

N1 N1 Loop Rest All

RequiredMax 200

Variants (all may be used)

N1N1 Loop Ship To

N1

310

Name

RequiredMax use 1

To identify a party by type of organization, name, and code

Example

If either Identification Code Qualifier (N1-03) or Identification Code (N1-04) is present, then the other is required

N1-01 · 98 · Entity Identifier Code · Required · Code identifying an organizational entity, a physical location, property or an individual · BS Bill To / Ship To BT Bill To (if other than Ship To) EN End User VN Vendor

N1-02 · 93 · Name · Required Min 1 Max 60 · Free-form name

N1-03 · 66 · Identification Code Qualifier · Optional · Code designating the system/method of code structure used for Identification Code (67) · 1 D-U-N-S Number, Dun & Bradstreet 9 D-U-N-S+4, D-U-N-S Number with Four Character Suffix 91 Assigned by Seller or Seller's Agent 92 Assigned by Buyer or Buyer's Agent 93 assigned by buyer 94 assigned by seller

N1-04 · 67 · Identification Code · Optional Min 2 Max 80 · Code identifying a party or other code Either a static value assigned or SIC codes for gov/ed

N1-05 · 706 · Entity Relationship Code · Optional Min 2 Max 2 · Code describing entity relationship N105 and N106 further define the type of entity in N101.

N1-06 · 98 · Entity Identifier Code · Optional Min 2 Max 3 · Code identifying an organizational entity, a physical location, property or an individual

N2

320

Additional Name Information

OptionalMax use 1

To specify additional names or those longer than 35 characters in length

N2-01 · 93 · Name · Optional Min 1 Max 60 · Free-form name

N2-02 · 93 · Name · Optional Min 1 Max 60 · Free-form name

N3

330

Address Information

OptionalMax use 1

To specify the location of the named party

N3-01 · 166 · Address Information · Optional Min 1 Max 55 · Address information

N3-02 · 166 · Address Information · Optional Min 1 Max 55 · Address information

N4

340

Geographic Location

OptionalMax use 1

To specify the geographic place of the named party

N4-01 · 19 · City Name · Optional Min 2 Max 30 · Free-form text for city name A combination of either N401 through N404, or N405 and N406 may be adequate to specify a location.

N4-02 · 156 · State or Province Code · Optional Min 2 Max 2 · Code (Standard State/Province) as defined by appropriate government agency N402 is required only if city name (N401) is in the U.S. or Canada.

N4-03 · 116 · Postal Code · Optional Min 3 Max 15 · Code defining international postal zone code excluding punctuation and blanks (zip code for United States)

N4-04 · 26 · Country Code · Optional Min 2 Max 3 · Code identifying the country

PER

360

Administrative Communications Contact

OptionalMax use >1

To identify a person or office to whom administrative communications should be directed

Example

If either Communication Number Qualifier (PER-03) or Communication Number (PER-04) is present, then the other is required

PER-01 · 366 · Contact Function Code · Required · Code identifying the major duty or responsibility of the person or group named · IC Information Contact

PER-02 · 93 · Name · Optional Min 1 Max 60 · Free-form name · Usage notes If ship to is CDW, will be purchasing agent. If ship to is CDW customer, will be customer contact

PER-03 · 365 · Communication Number Qualifier · Optional · Code identifying the type of communication number · TE Telephone

PER-04 · 364 · Communication Number · Optional Min 1 Max 80 · Complete communications number including country or area code when applicable

Detail

PO1 Loop

RequiredMax 100000

PO1

010

Baseline Item Data

RequiredMax use 1

To specify basic and most frequently used line item data

• PO102 is required.

Example

If Basis of Unit Price Code (PO1-05) is present, then Unit Price (PO1-04) is required

If either Product/Service ID Qualifier (PO1-10) or Product/Service ID (PO1-11) is present, then the other is required

If either Product/Service ID Qualifier (PO1-12) or Product/Service ID (PO1-13) is present, then the other is required

If either Product/Service ID Qualifier (PO1-14) or Product/Service ID (PO1-15) is present, then the other is required

If either Product/Service ID Qualifier (PO1-16) or Product/Service ID (PO1-17) is present, then the other is required

If either Product/Service ID Qualifier (PO1-18) or Product/Service ID (PO1-19) is present, then the other is required

PO1-01 · 350 · Assigned Identification · Required Min 1 Max 20 · Alphanumeric characters assigned for differentiation within a transaction set PO101 is the line item identification. · Usage notes This element is used to identify the purchase order line item number.

PO1-02 · 330 · Quantity Ordered · Required Min 1 Max 15 · Quantity ordered

PO1-03 · 355 · Unit or Basis for Measurement Code · Required · Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken · EA Each

PO1-04 · 212 · Unit Price · Required Min 1 Max 15 · Price per unit of product, service, commodity, etc.

PO1-05 · 639 · Basis of Unit Price Code · Optional · Code identifying the type of unit price for an item · CA Catalog PE Price per Each

PO1-06 · 235 · Product/Service ID Qualifier · Required · Code identifying the type/source of the descriptive number used in Product/Service ID (234) PO106 through PO125 provide for ten different product/service IDs per each item. For example: Case, Color, Drawing No., U.P.C. No., ISBN No., Model No., or SKU. · BP Buyer's Part Number

PO1-07 · 234 · Product/Service ID · Required Min 1 Max 48 · Identifying number for a product or service

PO1-08 · 235 · Product/Service ID Qualifier · Required · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · MG Manufacturer's Part Number

PO1-09 · 234 · Product/Service ID · Required Min 1 Max 48 · Identifying number for a product or service

PO1-10 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · VP Vendor's (Seller's) Part Number

PO1-11 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

PO1-12 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · OE Original Equipment Number

PO1-13 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

PO1-14 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · UP U.P.C. Consumer Package Code (1-5-5-1)

PO1-15 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

PO1-16 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · UR UCC/EAN-128 Coupon Extended Code

PO1-17 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

PO1-18 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · AC Aggregation Code (Used to Consolidate Part Families)

PO1-19 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

CTP Loop

OptionalMax >1

CTP

040

Pricing Information

RequiredMax use 1

To specify pricing information

CTP-01 · 687 · Class of Trade Code · Optional Min 2 Max 2 · Code indicating class of trade

CTP-02 · 236 · Price Identifier Code · Optional · Code identifying pricing specification · C01 Contract (CDW – Supplier) – replaces CON C02 Contract (EU – Manufacturer) DAP Dealer Adjusted Price GOV Federal Government (Non-GSA) GSA Federal GSA(-only) Price MSR Mfg Suggested Price N02 Higher Education N03 K-12 N04 State Government N05 Education Other

CTP-03 · 212 · Unit Price · Optional Min 1 Max 15 · Price per unit of product, service, commodity, etc. See Figures Appendix for an example detailing the use of CTP03 and CTP04. See Figures Appendix for an example detailing the use of CTP03, CTP04 and CTP07.

CTP-04 · 380 · Quantity · Optional Min 1 Max 15 · Numeric value of quantity

CTP-05 · C001 · Composite Unit of Measure

C001-01 · 355 · Unit or Basis for Measurement Code · Optional Min 2 Max 2 · Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken

PID Loop

OptionalMax 1000

PID

050

Product/Item Description

RequiredMax use 1

To describe a product or process in coded or free-form format

PID-01 · 349 · Item Description Type · Required Min 1 Max 1 · Code indicating the format of a description If PID01 equals "F", then PID05 is used. If PID01 equals "S", then PID04 is used. If PID01 equals "X", then both PID04 and PID05 are used.

PID-05 · 352 · Description · Optional Min 1 Max 80 · A free-form description to clarify the related data elements and their content

REF

100

Reference Identification

OptionalMax use >1

To specify identifying information

REF-01 · 128 · Reference Identification Qualifier · Required · Code qualifying the Reference Identification · AH License Authorization Number BB Manufacturer Authorization Number BD CDW Bid Request Number CT Contract Number EU CDW customer‟s purchase order number GC Bid Contract Number IA Internal Vendor Number PO CDW purchase order number

REF-02 · 127 · Reference Identification · Required Min 1 Max 30 · Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

REF-03 · 352 · Description · Optional Min 1 Max 80 · A free-form description to clarify the related data elements and their content

DTM

210

Date/Time Reference

OptionalMax use 1

To specify pertinent dates and times

DTM-01 · 374 · Date/Time Qualifier · Required · Code specifying type of date or time, or both date and time · 002 Delivery Requested 010 Requested Ship

DTM-02 · 373 · Date · Optional CCYYMMDD format · Date expressed as CCYYMMDD

MSG

289

Message Text

OptionalMax use >1

To provide a free-form format that allows the transmission of text information

MSG-01 · 933 · Free-Form Message Text · Required Min 1 Max 264 · Free-form message text

SLN Loop

OptionalMax 1000

Usage notes

Used (Warranty Orders only)

SLN

470

Subline Item Detail

RequiredMax use 1

To specify product subline detail item data

Example

If Basis of Unit Price Code (SLN-07) is present, then Unit Price (SLN-06) is required

If Relationship Code (SLN-08) is present, then Unit Price (SLN-06) is required

If either Product/Service ID Qualifier (SLN-09) or Product/Service ID (SLN-10) is present, then the other is required

If either Product/Service ID Qualifier (SLN-11) or Product/Service ID (SLN-12) is present, then the other is required

If either Product/Service ID Qualifier (SLN-13) or Product/Service ID (SLN-14) is present, then the other is required

If either Product/Service ID Qualifier (SLN-15) or Product/Service ID (SLN-16) is present, then the other is required

If either Product/Service ID Qualifier (SLN-17) or Product/Service ID (SLN-18) is present, then the other is required

If either Product/Service ID Qualifier (SLN-19) or Product/Service ID (SLN-20) is present, then the other is required

If either Product/Service ID Qualifier (SLN-21) or Product/Service ID (SLN-22) is present, then the other is required

If either Product/Service ID Qualifier (SLN-23) or Product/Service ID (SLN-24) is present, then the other is required

If either Product/Service ID Qualifier (SLN-25) or Product/Service ID (SLN-26) is present, then the other is required

If either Product/Service ID Qualifier (SLN-27) or Product/Service ID (SLN-28) is present, then the other is required

SLN-01 · 350 · Assigned Identification · Optional Min 1 Max 20 · Alphanumeric characters assigned for differentiation within a transaction set SLN01 is the identifying number for the subline item. SLN01 is related to (but not necessarily equivalent to) the baseline item number. Example: 1.1 or 1A might be used as a subline number to relate to baseline number 1.

SLN-03 · 662 · Relationship Code · Optional · Code indicating the relationship between entities SLN03 is the configuration code indicating the relationship of the subline item to the baseline item. · O Information Only

SLN-04 · 380 · Quantity · Optional Min 1 Max 15 · Numeric value of quantity

SLN-05 · C001 · Composite Unit of Measure

C001-01 · 355 · Unit or Basis for Measurement Code · Required · Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken · EA Each

SLN-06 · 212 · Unit Price · Optional Min 1 Max 15 · Price per unit of product, service, commodity, etc.

SLN-07 · 639 · Basis of Unit Price Code · Optional · Code identifying the type of unit price for an item · CP Current Price (Subject to Change) CT Contract

SLN-08 · 662 · Relationship Code · Optional · Code indicating the relationship between entities SLN08 is a code indicating the relationship of the price or amount to the associated segment. · O Information Only

SLN-09 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) SLN09 through SLN28 provide for ten different product/service IDs for each item. For example: Case, Color, Drawing No., U.P.C. No., ISBN No., Model No., or SKU. · F Free Form

SLN-10 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-11 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · MG Manufacturer's Part Number (hardware item)

SLN-12 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-13 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · MN CDW‟s 3 digit manufacturer part code (hardware item)

SLN-14 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-15 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · SN Serial Number (hardware item)

SLN-16 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-17 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · BP Buyer‟s Part Number (hardware item)

SLN-18 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-19 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · C6 Asset Type (hardware item)

SLN-20 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-21 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · TZ Program Description Identifier (hardware item)

SLN-22 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-23 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · Z1 Line Extended Price (hardware item)

SLN-24 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-25 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · Z2 Line Extended Price (warranty item)

SLN-26 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

SLN-27 · 235 · Product/Service ID Qualifier · Optional · Code identifying the type/source of the descriptive number used in Product/Service ID (234) · Z3 Ship Invoice Date (hardware item)

SLN-28 · 234 · Product/Service ID · Optional Min 1 Max 48 · Identifying number for a product or service

Summary

CTT Loop

OptionalMax >1

CTT

010

Transaction Totals

RequiredMax use 1

To transmit a hash total for a specific element in the transaction set

• The number of line items (CTT01) is the accumulation of the number of PO1 segments. If used, hash total (CTT02) is the sum of the value of quantities ordered (PO102) for each PO1 segment.

CTT-01 · 354 · Number of Line Items · Required Min 1 Max 6 · Total number of line items in the transaction set

AMT

020

Monetary Amount

OptionalMax use 1

To indicate the total monetary amount

• If AMT is used in the summary area, then AMT01 will = TT and AMT02 will indicate total transaction amount as calculated by the sender.

AMT-01 · 522 · Amount Qualifier Code · Required · Code to qualify amount · 1 Line Item Total TT Total Transaction Amount

AMT-02 · 782 · Monetary Amount · Required Min 1 Max 15 · Monetary amount

SE

030

Transaction Set Trailer

RequiredMax use 1

To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

SE-01 · 96 · Number of Included Segments · Required Min 1 Max 10 · Total number of segments included in a transaction set including ST and SE segments

SE-02 · 329 · Transaction Set Control Number · Required Min 4 Max 9 · Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

GE

Functional Group Trailer

RequiredMax use 1

To indicate the end of a functional group and to provide control information

GE-01 · 97 · Number of Transaction Sets Included · Required Min 1 Max 6 · Total number of transaction sets included in the functional group or interchange (transmission) group terminated by the trailer containing this data element

GE-02 · 28 · Group Control Number · Required Min 1 Max 9 · Assigned number originated and maintained by the sender

IEA

Interchange Control Trailer

RequiredMax use 1

To define the end of an interchange of zero or more functional groups and interchange-related control segments

IEA-01 · I16 · Number of Included Functional Groups · Required Min 1 Max 5 · A count of the number of functional groups included in an interchange

IEA-02 · I12 · Interchange Control Number · Required Min 9 Max 9 · A control number assigned by the interchange sender

EDI Samples

CDW 850 Purchase Order

ST~850~010921382
BEG~00~NE~987654321~~20041101
REF~EU~000907
PER~BD~Buyer Name~TE~8474656000
TAX~33-3310735~~~~~~~~~~~3
FOB~CA
ITD~01~3~1~~10~~30
DTM~002~20000911
TD5~~~~M
N1~BS~CDW COMPUTER CENTERS, INC.~1~107627952
N2~JOHN~DOE
N3~200 N Milwaukee Ave~One CDW Parkway
N4~Vernon Hills~IL~60061~US
PER~IC~Buyer Name~TE~8474656000
PO1~000000~1~EA~9817.92~~BP~217220~MG~1234567~VP~C7834A#ABA~OE~OEM1234~UP~88698919064~UR~XYZ123
PID~F~~~~LANTRONIX MIRCRO PRINT SERVER
REF~IA~INTVND
DTM~002~20101010
MSG~PLAIN TEXT
SLN~00001~~O~1~EA~0.01~CP~O~F~419809005~MG~CPR~MN~MX271500C2~SN~1099353~BP~HP SB ML310 G4 3050 SBS R2 HP-SATA~C6~PC1~TZ~20071010
CTT~1
AMT~TT~9817.92
SE~23~010921382