0. INTRODUCTION
This specification provides the definition of the Party
information message (PARTIN) to be used in Electronic Data
Interchange (EDI) between trading partners involved in
administration, commerce and transport.
1. SCOPE
1.1 | Functional Definition
A message to enable the transmission of basic information
regarding locations and the related operational,
administrative, financial, manufacturing, confirmation of
registration and trading data.
1.2 Field of Application
The Party information message may be used for both national and
international applications. It is based on universal practice
related to administration, commerce and transport, and is not
dependent on the type of business or industry.
1.3 Principles
The accurate and unambiguous identification of the trading
partners and their operational parameters is an essential issue
for EDI.
The Party Information Message serves to maintain the partners
master data files.
Note: Once the data available in master data files is
established:
- identifying codes should be used instead of clear data
- clear data is to be used if it is required to override the
data from a particular transaction.
The Party Information Message is used to specify information
related to physical locations and to functional locations. A
functional location is usually a specific department within a
company.
The change, delete, add indicator being given in the BGM
segment, one separate message has to be provided per type of
function required.
2. REFERENCES
See UNTDID, Part 4, Chapter 2.6 UN/ECE UNSM - General Introduction,
Section 1.
3. TERMS AND DEFINITIONS
3.1 Standard terms and definitions
See UNTDID, Part 4, Chapter 2.6 UN/ECE UNSM - General Introduction,
Section 2.
4. MESSAGE DEFINITION
4.1 Data Segment Clarification
This section should be read in conjunction with the Segment
Table which indicate mandatory, conditional and repeating
requirements.
The following guidelines and principles apply to the whole
message and are intended to facilitate the understanding and
implementation of the message:
All specified dates/times should be in the format
'yymmdd'/'hhmm' unless all parties involved in the transaction
agree that there is a functional requirement for an alternative
format. Periods should be specified as whole numbers
representing the required period as indicated in the format
qualifier (weeks, months, etc.)
Where a choice of code or text is given only the code element
should be used wherever possible.
Conditional data that is not required in the message should not
be included.
Care must be taken that the segment qualifier in dependent
segments do not conflict with the segment qualifier of the
trigger segment of a group.
Free text information within the message should be avoided as
this inhibits automatic processing.
4.1.1 Header section
Information to be provided in the Header section:
0010 UNH, Message header
A service segment starting and uniquely identifying a message.
The message type code for the Party information message is
PARTIN.
Note: Party information messages conforming to this document
must contain the following data in segment UNH, composite S009:
Data element 0065 PARTIN
0052 D
0054 99A
0051 UN
0020 BGM, Beginning of message
A segment for unique identification of the Document name and
number.
The message function code (DE 1225) applies to all transactions
indicated in the message. Consequently, one separate message
has to be provided per type of function required.
The following rules apply: - Addition (DE 1225 = 2). This code
is used for providing information about parties for the first
time to the trading partner.
- Deletion (DE 1225 = 3). This code is used to delete parties
from the partner's master file; In case of deletion, only the
NAD segments need to be sent in the detail section.
- Change (DE 1225 = 4). This code is used to modify any
information relevant to parties already known by the trading
partner. All the segments relating to the party including the
address to be modified need to be sent.
- Confirmation (DE 1225 = 6). This code is used when party
information is sent again for confirmation.
0030 DTM, Date/time/period
A segment specifying general dates, and when relevant, times
related to the whole message.
0040 FII, Financial institution information
A segment identifying the financial institution (e.g. bank) and
relevant account numbers valid for all the parties described in
the detail section of the message.
0050 FTX, Free text
A segment with free text information, in coded or clear form,
used when additional information is needed but cannot be
accommodated within other segments. In computer to computer
exchanges such text will normally require the receiver to
process this segment manually.
0060 Segment group 1: RFF-DTM
A group of segments indicating reference numbers and optionally
date of the reference relating to the whole message.
0070 RFF, Reference
A segment for referencing documents relating to the whole
message, e.g. previously sent PARTIN message number,
Interchange Agreement contract.
0080 DTM, Date/time/period
A segment specifying the date of the reference number
indicated in the RFF segment.
0090 Segment group 2: NAD-SG3
A group of segments identifying Names, Addresses, Contacts and
Communication numbers relevant to the sender and the receiver
of the message.
0100 NAD, Name and address
A segment for identifying the Sender and Receiver name and
address.
0110 Segment group 3: CTA-COM
A group of segments giving details of the specific person or
department within the party.
0120 CTA, Contact information
A segment giving additional contact information relating
to the party specified in the NAD segment, e.g. contact
person or department in a particular function.
0130 COM, Communication contact
A segment to identify communication numbers of
departments or persons related to the contact information
provided in CTA.
4.1.2 Detail section
Information to be provided in the Detail section:
0140 UNS, Section control
A service segment placed at the start of the detail section to
avoid segment collision.
0150 | Segment group 4: NAD-DTM-FII-SG5-SG6-SG7-SG8-SG9-SG10-SG11-
SG12-SG13
A group of segments for giving the details of a party.
0160 NAD, Name and address
A segment for identifying the party identification code and
the corresponding function, name and address. The party
identification code is mandatory, and the structured address
form is preferred.
0170 DTM, Date/time/period
A segment specifying the date and the time details relevant
to the party information identified in the NAD segment.
0180 FII, Financial institution information
A segment identifying the financial institution, (e.g. bank)
and relevant account numbers for the party identified in the
NAD segment.
0190 Segment group 5: LOC-DTM
A group of segments for giving locations and dates relevant
to party.
0200 LOC, Place/location identification
A segment specifying the locations relevant to the party
identified in the NAD segment, e.g. internal building
number on a site.
0210 DTM, Date/time/period
A segment specifying dates and times relevant to the LOC
segment.
0220 Segment group 6: RFF-DTM
A group of segments for giving references relevant to the
party.
0230 RFF, Reference
A segment for referencing numbers related to the party
such as Party Tax Identification Number.
0240 DTM, Date/time/period
A segment specifying the date of the reference number
indicated in the RFF segment.
0250 Segment group 7: CTA-COM
A group of segments giving contact details of the specific
person or department within the party.
0260 CTA, Contact information
A segment giving additional contact information relating
to the party specified in the NAD segment, e.g. contact
person of department in a particular function.
0270 COM, Communication contact
A segment to identify communication numbers of
departments or persons related to the contact information
provided in CTA.
0280 Segment group 8: SCC-DTM
A group of segment specifying schedules related to the party
identified in the NAD segment.
0290 SCC, Scheduling conditions
A segment specifying the type and status of the schedule
being given, and optionally defining a pattern to be
established, e.g. firm or proposed schedule for a weekly
pattern of delivery hours.
0300 DTM, Date/time/period
A segment indicating the date/time details relevant to
the schedule details in the SCC segment. This segment may
be used to indicate date/time ranges.
0310 Segment group 9: TOD-LOC
A group of segments specifying the standard terms of
delivery.
0320 TOD, Terms of delivery or transport
A segment indicating terms of delivery related to the
referenced NAD segment.
0330 LOC, Place/location identification
A segment specifying location for the referenced terms of
delivery.
0340 Segment group 10:PAI-PAT-CUX
A group of segments relating to the standard payment
instructions, payment terms, the reference and the payment
currencies.
0350 PAI, Payment instructions
A segment giving information on payment instructions.
0360 PAT, Payment terms basis
A segment giving information on the payment terms basis.
0370 CUX, Currencies
A segment giving information on the currencies.
0380 + Segment group 11:RCS-MOA-QTY
A group of segments for relating monetary amounts and
quantities to requirements and conditions.
0390 + RCS, Requirements and conditions
A segment to specify a requirement or a condition.
0400 + MOA, Monetary amount
A segment specifying monetary amounts such as annual
revenue.
0410 + QTY, Quantity
A segment specifying quantities, such as the number of
employees.
0420 + Segment group 12:CCI-MOA-QTY
A group of segments for relating monetary amounts and
quantities to characteristics and classes.
0430 + CCI, Characteristic/class id
A segment to specify a characteristic or a class.
0440 + MOA, Monetary amount
A segment specifying monetary amounts.
0450 + QTY, Quantity
A segment specifying quantities.
0460 + Segment group 13:PRC-SG14
A group of segments for relating processes, entities and
documents.
0470 + PRC, Process identification
A segment for identifying a process.
0480 + Segment group 14:LIN-NAD-SG15
A group of segments for relating a line number and entity
to a document.
0490 + LIN, Line item
A segment for specifying a line number.
0500 + NAD, Name and address
A segment for citing an entity and a related address.
0510 + Segment group 15:DOC-DTM
A group of segments to relate a document and a date.
0520 + DOC, Document/message details
A segment to cite a document.
0530 + DTM, Date/time/period
A segment to relate a date, such as an effective
date or a version date to a document.
0540 + UNT, Message trailer
A service segment ending a message, giving the total number of
segments in the message and the control reference number of the
message.
4.2 Data segment index (Alphabetical sequence by tag)
BGM Beginning of message
+ CCI Characteristic/class id
COM Communication contact
CTA Contact information
CUX Currencies
+ DOC Document/message details
DTM Date/time/period
FII Financial institution information
FTX Free text
+ LIN Line item
LOC Place/location identification
+ MOA Monetary amount
NAD Name and address
PAI Payment instructions
PAT Payment terms basis
+ PRC Process identification
+ QTY Quantity
+ RCS Requirements and conditions
RFF Reference
SCC Scheduling conditions
TOD Terms of delivery or transport
UNH Message header
UNS Section control
+ UNT Message trailer
Contents of PARTIN