UN layout formatting specification for UBL Order instances

$Date: 2003/10/24 01:33:49 $(UTC)


Table of Contents

1. Purchase order formatting specification
1.1. Status
1.2. Example renderings and implementations
1.3. Layout order and information
1.4. Namespaces
2. Miscellaneous information
2.1. Document header information
3. Party information
3.1. Seller
3.2. Purchase order number
3.3. Date
3.4. Seller's reference
3.5. Buyer's reference
3.6. Other reference
3.7. Consignee
3.8. Buyer
3.9. Buyer's bank
3.10. Country of origin
3.11. Country of destination
4. Delivery and transport
4.1. Mode of transport
4.2. Date of despatch
4.3. Means of transport
4.4. Place of despatch
4.5. Place of loading
4.6. Place of discharge
4.7. Place of delivery
4.8. Terms of delivery
4.9. Location
4.10. Time of delivery
4.11. Transport Charges
4.12. Terms of payment
4.13. Currency of payment
5. Line item information
5.1. Shipping marks
5.2. Container Nr.
5.3. Number and kind of packages; description of goods
5.4. Total gross weight (Kg)
5.5. Cube m3
5.6. Item
5.7. Description
5.8. Quantity U/M
5.9. Unit price
5.10. Amount
6. Summary information
6.1. Invoice clauses
6.2. Total amount
6.3. Name of signatory
6.4. Place of issue
6.5. Signature
7. Editorial note summary

1.  Purchase order formatting specification

This formatting specification describes a rendering of the UBL Order document model according to the United Nations Layout Key for Trade Documents guidelines for application for the 220 Order form:

  • 220 Order: Document by means of which a buyer initiates a transaction with a seller involving the supply of goods as specified, according to conditions set out in an offer, or otherwise known to the buyer.

For a list of all formatting specifications and an overview of the documentation conventions, please visit the formatting specification home page.

1.1.  Status

This specification has no formal status at this time. It should not be considered a reference interpretation of UBL documents. Feedback is sought from users of stylesheets that implement this formatting specification regarding suggestions for change for consideration by the OASIS UBL committees for incorporation into these formatting specifications.

Presentational semantics may never be formalized or normative in the UBL project due to differing international requirements and conventions for the presentation of information found in business documents. This document contains only examples from a few of what will probably be many available UBL stylesheet libraries.

1.2.  Example renderings and implementations

Example rendering:

1.3.  Layout order and information

Items in this formatting specification are ordered roughly from the laid out fields on the form in the order left-to-right, top to bottom.

Certain descriptions are verbatim quotes from the United Nations guidelines document.

Important: the rendering of a number of fields is very simplified, reflecting a Western European interpretation of a subset of fields (as in names and addresses). User requirements need to be better understood for the level of granularity in these stylesheets.

1.4.  Namespaces

The following namespaces are mapped to the prefixes in the expressions below:

  • po = "urn:oasis:names:tc:ubl:Order:1.0:0.70"

  • cat = "urn:oasis:names:tc:ubl:CommonAggregateTypes:1.0:0.70"

2.  Miscellaneous information

The following information is unrelated to the visible fields of the form.

2.1.  Document header information

Table 1. XPath information

XPath addresses
/​po:Order/​cat:ID
/​po:Order/​cat:IssueDate

This information shows up in the window-title bar of the HTML browser, and in the document title supported by some XSL-FO processors.

3. Party information

Header information is associated with the form as a whole, not to the individual items of goods.

3.1. Seller

Table 2. XPath information

XPath addresses
/​po:Order/​cat:SellerParty/​cat:PartyName/​cat:Name
/​po:Order/​cat:SellerParty/​cat:Address/​cat:Street
/​po:Order/​cat:SellerParty/​cat:Address/​cat:CityName
/​po:Order/​cat:SellerParty/​cat:Address/​cat:CountrySub‑EntityCode
/​po:Order/​cat:SellerParty/​cat:Address/​cat:Country/​cat:Code

This field is intended to show the name and address of the sender of goods or the originator of the documents, as the case may be.

3.2. Purchase order number

Table 3. XPath information

XPath address
/​po:Order/​cat:ID

The reference number is a number or designation preferably common throughout each set of documents.

3.3. Date

Table 4. XPath information

XPath address
/​po:Order/​cat:OrderIssueDate

If not otherwise specified, "date" means the date of issue of the document in which it appears.

3.4. Seller's reference

Table 5. XPath information

XPath address
/​po:Order/​cat:Quote/​cat:ID

May reference any quote for the ordered goods

3.5. Buyer's reference

Table 6. XPath information

XPath address
/​po:Order/​cat:Contract/​cat:ID

May reference any contract that covers this order

3.6. Other reference

At this time this field is not being filled in for the Order.

3.7. Consignee

The field for the name and address of the consignee has been located in conformity with international postal specifications so as to allow the use of window envelopes.

The contents of this field is the same as the Section 3.8, “Buyer” field.

3.8. Buyer

Table 7. XPath information

XPath addresses
/​po:Order/​cat:BuyerParty/​cat:PartyName/​cat:Name
/​po:Order/​cat:BuyerParty/​cat:Address/​cat:Street
/​po:Order/​cat:BuyerParty/​cat:Address/​cat:CityName
/​po:Order/​cat:BuyerParty/​cat:Address/​cat:CountrySub‑EntityCode
/​po:Order/​cat:BuyerParty/​cat:Address/​cat:Country/​cat:Code

The field for the name and address to which documents are sent (buyer).

3.9. Buyer's bank

Table 8. XPath information

XPath address
/​po:Order/​cat:AllowanceCharge/​cat:PaymentMeans/​cat:PayerFinancialAccount/​cat:FiBranch/​cat:FinancialInstitution/​cat:Name

3.10. Country of origin

Table 9. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:Item/​cat:OriginCountry/​cat:Code

3.11. Country of destination

Table 10. XPath information

XPath address
/​po:Order/​cat:DestinationCountry/​cat:Code

4. Delivery and transport

Transportation fields that are header-like and applicable to the entire order.

4.1. Mode of transport

At this time this field is not being used for the Order.

4.2. Date of despatch

At this time this field is not being used for the Order.

4.3. Means of transport

At this time this field is not being used for the Order.

4.4. Place of despatch

At this time this field is not being used for the Order.

4.5. Place of loading

At this time this field is not being used for the Order.

4.6. Place of discharge

At this time this field is not being used for the Order.

4.7. Place of delivery

At this time this field is not being used for the Order.

4.8. Terms of delivery

Table 11. XPath information

XPath address
/​po:Order/​cat:DeliveryTerms/​cat:ID

4.9. Location

Table 12. XPath information

XPath address
/​po:Order/​cat:DeliveryTerms/​cat:RelevantLocation

4.10. Time of delivery

At this time this field is not being used for the Order.

4.11. Transport Charges

Table 13. XPath information

XPath address
/​po:Order/​cat:DeliveryTerms/​cat:AllowanceCharge/​cat:ID

NB may be more than one of these

Note

How should multiple transport charges be formatted?

4.12. Terms of payment

Table 14. XPath information

XPath address
/​po:Order/​cat:AllowanceCharge/​cat:TypeCodeID

NB may be more than one of these

Note

How should multiple terms of payment be formatted?

4.13. Currency of payment

Table 15. XPath information

XPath address
/​po:Order/​cat:AllowanceCharge/​cat:CurrencyCode

NB may be more than one of these

Note

How should multiple payment currencies be formatted?

5. Line item information

Line item information is associated with the individual items of the goods in the order.

5.1. Shipping marks

At this time this field is not being used in the Order.

5.2. Container Nr.

At this time this field is not being used in the Order.

5.3. Number and kind of packages; description of goods

At this time this field is not being used in the Order.

5.4. Total gross weight (Kg)

Table 16. XPath information

XPath address
/​po:Order/​cat:OrderGrossWeightMeasure

The gross weight of the order (not the shipment as we don't know it yet)

5.5. Cube m3

Table 17. XPath information

XPath address
/​po:Order/​cat:OrderGrossVolumeMeasure

The gross volume of the order (not the shipment as we don't know it yet)

5.6. Item

Table 18. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:BuyersID

This is the reference to the Order line.

5.7. Description

Table 19. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:Item/​cat:Description

One of these exists for each Line item.

5.8. Quantity U/M

Table 20. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:Quantity

One of these exists for each line item.

5.9. Unit price

Table 21. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:Item/​cat:BasePrice/​cat:PriceAmount

One of these exists for each line item.

5.10. Amount

Table 22. XPath information

XPath address
/​po:Order/​cat:OrderLine/​cat:LineExtensionAmount

This is not calculated - it is transmitted

6. Summary information

Summary information is associated with the form as a whole, not to the individual items of goods.

6.1. Invoice clauses

At this time this field is not being used in the Order

6.2. Total amount

Table 23. XPath information

XPath addresses
/​po:Order/​po:TransactionCurrencyCode
/​po:Order/​po:LineExtensionTotalAmount

Two data fields populate this one form field: the currency and the total amount.

The total amount is the sum of all of the Section 5.10, “Amount” fields. NB should not be calculated it is transmitted

6.3. Name of signatory

At this time this field is not being filled in.

6.4. Place of issue

At this time this field is not being filled in.

6.5. Signature

This is not being filled in by the stylesheet and is left for a human to sign.

7. Editorial note summary

  1. Section 4.11, “Transport Charges” - Note

    How should multiple transport charges be formatted?

  2. Section 4.12, “Terms of payment” - Note

    How should multiple terms of payment be formatted?

  3. Section 4.13, “Currency of payment” - Note

    How should multiple payment currencies be formatted?