0. INTRODUCTION
This specification provides the definition of the Sales data
report message (SLSRPT) 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 conveyance of product activity related
to the sale of products or services, such as the activity
location, date, time or period, quantity, pricing, monetary
amount, market sector, involved parties and other data enabling
various sales analysis processes. Such activity information
allows the recipient to perform statistical and quantitative
analysis in support of production, planning, marketing,
replenishment, and other processes.
1.2 Field of Application
The Sales data report 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
This message provides product activity related to the sale of
products or services in two mutually exclusive methods. These
two methods are represented by segment groups 5 and 9 within
the detail area.
- The first method is reporting activity by line item within a
specific location, e.g. reporting each product sold within a
specific location. This method will utilise segment group 5 and
its subordinate groups. If segment group 5 is used segment
group 9 shall not be used.
- The second method is reporting activity by location within
each line item, e.g. reporting each location and quantity sold
for a particular product. This method will utilise segment
group 9 and its subordinate groups. If segment group 9 is used
segment group 5 shall not be used.
The message may be sent from a buyer, seller, distributor,
public warehouse or third party to their supplier, distributor,
manufacturer, or other third party. It is assumed the recipient
will perform analytical processing of the data in support of
other business processes such as marketing, replenishment, or
product development.
This message provides the recipient with detailed information
relative to a specific product such as:
- Location of the activity, e.g. sale or product movement.
- Specific parties involved, e.g. name of company sold to.
- Date or period of the activity.
- Activity price, e.g. selling price.
- Activity quantity, e.g. quantity sold.
- Promotion in effect.
- Value of the sales.
- Periodical turnover.
- Additional product information, e.g. product groups or id
numbers.
- Identification of market segment or channel of distribution.
- Summarisation of information for various locations, e.g.
sales for all locations in a region.
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.
Due to the high volume of data that will be usually transmitted
in the Sales Data Report message, it is highly recommended to
use codes for products and locations.
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.
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 Sales data report message is
SLSRPT.
Note: Sales data report messages conforming to this document
must contain the following data in segment UNH, composite S009:
Data element 0065 SLSRPT
0052 D
0054 99A
0051 UN
0020 BGM, Beginning of message
A segment by which the sender must uniquely identify the sales
data report by means of its type and number.
0030 DTM, Date/time/period
A segment specifying general dates and, when relevant, times
related to the whole message. The sales report preparation date
and the sales period covered by the report must be specified
using this segment.
0040 Segment group 1: NAD-SG2
A group of segments identifying the parties with associated
information.
0050 NAD, Name and address
A segment identifying names and addresses of the parties, in
coded or clear form, and their functions relevant to the
sales data report. Identification of the sender of the
report and the recipient is mandatory for the sales data
report message. It is recommended that where possible only
the coded form of the party ID should be specified e.g. the
sender and receiver of the report are known to each other,
thus only the coded ID is required, but when a new address
might have to be clearly specified, this should be done
preferably in structured format.
0060 Segment group 2: CTA-COM
A group of segments giving contact details of the specific
person or department within the party identified in the NAD
segment.
0070 CTA, Contact information
A segment to identify a person or department, and their
function, to whom communications should be directed.
0080 COM, Communication contact
A segment to identify a communications type and number
for the contact specified in the CTA segment.
0090 Segment group 3: RFF-DTM
A group of segments for giving references and where necessary,
their dates, relating to the whole message e.g. contract
number.
0100 RFF, Reference
A segment identifying the reference by its number and where
appropriate a line number within the document.
0110 DTM, Date/time/period
A segment specifying the date/time related to the reference.
0120 Segment group 4: CUX-DTM
A group of segments specifying the currencies and related
dates/periods valid for the whole sales data report. The
Segment Group 4 may be omitted in national applications but
will be required for international exchanges.
0130 CUX, Currencies
A segment identifying the currencies specified in the sales
data report e.g. the currency in which the sales amounts or
product prices are expressed in. A rate of exchange may be
given to convert a reference currency into a target
currency.
0140 DTM, Date/time/period
A segment specifying the date/time/period related to the
rate of exchange.
4.1.2 Detail section
Information to be provided in the Detail section:
0150 Segment group 5: LOC-DTM-SG6-SG7
A group of segments providing activity, e.g. sales, data by
line item within a specific location. This segment group is
mutually exclusive with segment group 9. If segment group 9 is
not used, there shall be at least on occurence of segment group
5.
0160 LOC, Place/location identification
A segment to identify the activity, e.g. sales, the quantity
of the activity, and other data related to the specific
activity such as buying party, selling price, date sold,
etc.
0170 DTM, Date/time/period
A segment identifying the sub-period during which the sales
being reported occurred if different than the period
specified in the heading section e.g. within a biweekly
sales data report as specified in the heading section, sales
are reported in sub-periods of one week.
0180 Segment group 6: RFF-DTM
A group of segments giving references at an intermediate
level relating to several lines items, e.g. an invoice,
shipment, notification, etc.
0190 RFF, Reference
To specify a reference.
0200 DTM, Date/time/period
To specify date, and/or time, or period.
0210 | Segment group 7: LIN-PIA-IMD-DTM-PAC-RFF-DOC-ALI-MOA-PRI-
GIN-PAI-SG8
A group of segments to identify the product or service and
the activity, e.g. sales, which applies to the product or
service. In addition other data related to the activity may
be specified.
0220 LIN, Line item
A segment identifying the line item by the line number
and configuration level. In addition it may identify the
product or service to which the activity, e.g sales is
applicable.
0230 PIA, Additional product id
A segment providing either additional identification to
the product specified in the LIN segment or providing any
substitute product identification. In the Sales Data
Report the PIA segment can be used when a product
specified in LIN has to be associated with a group or
family of products whose identity could be specified in
PIA.
0240 IMD, Item description
A segment for describing the product in the line item.
0250 DTM, Date/time/period
A segment specifying the date/time related to the sale of
the product specified in the LIN segment.
0260 PAC, Package
A segment specifying the number and type of packages.
0270 RFF, Reference
A segment for referencing documents or other numbers
pertinent to the line item.
0280 DOC, Document/message details
A segment identifying and providing information relating
to documents.
0290 ALI, Additional information
A segment indicating that the line item is subject to
special conditions owing to origin, customs preference,
embargo regulations or commercial factors. In the Sales
Data Report the ALI segment can be used to specify
promotional flags, e.g. to indicate what type of
promotion if any was in effect when the product specified
in LIN was sold.
0300 MOA, Monetary amount
A segment specifying any monetary amounts relating to the
product. For the sales data report the MOA segment can be
used to express the total monetary amount of the product
sold in one location for one period.
0310 PRI, Price details
A segment to specify the price type and amount. The price
used in the calculation of the total sales monetary
amount will normally be the selling price.
0320 GIN, Goods identity number
A segment to specify identity numbers related to units of
the product identified in the LIN segment, e.g. serial
number.
0330 + PAI, Payment instructions
A segment to report the means of payment for the current
product (e.g. cash payment).
0340 Segment group 8: QTY-MKS-NAD-PRI-DTM-RFF
A group of segmens to identify the activity, e.g. sales,
the quantity of the activity, and other data related to
the specific activity such as buying party, selling
price, date sold, etc.
0350 QTY, Quantity
A segment identifying the quantity and activity, e.g.
quantity sold.
0360 MKS, Market/sales channel information
To identify market and sales channel details for
products and services information.
0370 NAD, Name and address
To specify the name and address of a party related to
the specific activity quantity identified in the
previous QTY segment, e.g. the party the product(s)
were sold to.
0380 PRI, Price details
A segment specifying the price type and amount
associated with the activity quantity.
0390 DTM, Date/time/period
A segment identifying the date/time or period during
which the activity quantity occurred if different than
the date/time or period specified in either the header
section or segment group 5.
0400 RFF, Reference
A segment to specify reference numbers associated with
the activity quantity.
0410 Segment group 9: GIS-SG10
A group of segments providing activity data, e.g. sales, by
location within a specific line item. This segment group is
mutually exclusive with segment group 5. If segment group 5 is
not used, there shall be at least one occurence of segment
group 9.
0420 GIS, General indicator
This segment is used to initiate reporting by line item.
0430 Segment group 10:LIN-PIA-IMD-PAC-MOA-SG11
A group of segments providing activity data, e.g. sales, by
location within specific line item.
0440 LIN, Line item
A segment identifying the line item by the line number
and configuration level, and additionally identifying the
product or service for which activity data is being
reported.
0450 PIA, Additional product id
A segment providing additional or alternate product
identification, e.g. product group, identified in the LIN
segment.
0460 IMD, Item description
A segment used to provide the item description for the
item identified in the LIN or PIA segments.
0470 PAC, Package
A segment specifying the number and type of packages.
0480 MOA, Monetary amount
A segment used to specify monetary amounts applicable to
the line item, e.g. total sales.
0490 Segment group 11:LOC-RFF-DTM-MOA-SG12
A group of segments to identify the location of the
activity, e.g. sales, the quantity of the activity, and
other data related to the specific activity such as
buying party, selling price, date sold, etc.
0500 LOC, Place/location identification
A segment indicating in coded form the location to
which the sales data being reported apply, e.g. a
retail outlet, a geographic area.
0510 RFF, Reference
A segment to specify reference numbers associated with
the location.
0520 DTM, Date/time/period
A segment identifying the date, time or period during
which all the activity quantities occured for the
location if different than the date, time or period
specified in the header section.
0530 MOA, Monetary amount
A segment used to specify monetary amounts applicable
to the location, e.g. total sales.
0540 Segment group 12:QTY-PRI-DTM-RFF
A group of segments to identify the activity, e.g.
sales, the quantity of the activity, and other data
related to the specific activity such as, selling
price, date sold, etc.
0550 QTY, Quantity
A segment identifying the quantity and activity,
e.g. quantity sold.
0560 PRI, Price details
A segment specifying the price type and amount
associated with the quantity.
0570 DTM, Date/time/period
A segment identifying the date, time or period
during which the activity quantity occured if
different than the date, time or period specified
in either the header section or segment group 5.
0580 RFF, Reference
A segment to specify reference numbers associated
with the activity quantity.
0590 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)
ALI Additional information
BGM Beginning of message
COM Communication contact
CTA Contact information
CUX Currencies
DOC Document/message details
DTM Date/time/period
GIN Goods identity number
GIS General indicator
IMD Item description
LIN Line item
LOC Place/location identification
MKS Market/sales channel information
MOA Monetary amount
NAD Name and address
PAC Package
+ PAI Payment instructions
PIA Additional product id
PRI Price details
QTY Quantity
RFF Reference
UNH Message header
UNT Message trailer
Contents of SLSRPT