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CompTIA EIDX Cross-Reference of Business Processes and Business Documents

Billing and Payments Models Index - Current Scenarios to be Recast into Component Models
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 1 (BP1) - Standard Invoice - to be developed
Invoice	To request payment for goods or services.	810	INVOIC	3C3	Process Invoice
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 2 (BP2) - Standard Payment Order - to be developed
Payment Order	To convey an order to make a payment.	820	PAYORD	None	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 3 (BP3) - Standard Payment Advice - to be developed
Payment Advice	To convey confirmation that a payment has been made.	820	PAYORD	3C6	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payments Model 4 (BP4) - Automated Clearing House (ACH) Payment
Automated clearing house transactions are bank-to-bank exchanges and out of scope for EIDX.
Business Documents	Description	X12 - EIDX	EDIFACT- EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 5 (BP5) - Standard Remittance Advice - to be developed
Remittance Advice	To convey confirmation that a payment has been made.	820	REMADV	3C6	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 6 (BP6) - Remittance Advice, CCD Total Only - to be developed
Remittance Advice - CCD Only	To convey confirmation that a payment has been made.	820	REMADV	3C6	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payments Model 7 (BP7) - Automated Clearing House (ACH) Transfer
Automated clearing house transactions are bank-to-bank exchanges and out of scope for EIDX.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Billing and Payment Model 8 (BP8) - Self-billing Invoice - to be developed
Self-billing Invoice	tbd	tbd	INVOIC	3C7	tbd

Debits and Credits Models Index - Current Scenarios to be Recast into Component Models
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 1 (DC1) - Credit Memo/Advice - to be developed
Credit Memo/Advice	Credit adjustment.	812	Included in INVOIC	3C3	Show Credit
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 2 (DC2) - Generic Debit Authorization - to be developed
Debit Authorization	To authorize a bank to execute a debit transaction.	828	AUTHOR	tbd	tbd
Cancel Debit Authorization	To notify a bank that the authorization to execute a debit transaction is revoked.	829	FINCAN	tbd	tbd
Debits and Credits Model 3 (DC3) - Generic Debit Advice - to be developed
Debit Advice	Notifies an account owner that their account will be or has been debited for a specified amount of money at a specified date/time, in settlement of a referenced business transaction.	824	DEBADV	tbd	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 4 (DC4) - Automated Clearing House (ACH) Debit Order
Automated Clearing House transactions are bank-to-bank exchanges and out of scope for EIDX.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 5 - Debit Claim Process
Debit Claim Request	To request (claim) a debit as authorized.	844	SSDCLM	5D5	None
Response to Debit Claim Request	To confirm or deny an SSD claim.	849	SSDRSP	5D5	None
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 6 - Debit Award
Debit Award	Allows a seller to notify a distributor that it qualifies for and may take a debit.	812	Included in INVOIC	None	None
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 7 - Credit Claim Process
Credit Claim Notification	Allows sender to request that the recipient issue a credit. In Ship-from-Stock and Debit, allows a seller to notify a distributor that an SSD debit is being billed-back due to product return.	812	Included in INVOIC	None	None
Response to Credit Claim Notification	For credit claim recipient to notify requestor of the disposition of a credit claim; may be used for all credit claims or on exception basis when the credit claim could not be processed and reason for error.	812	None	None	None
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 8 - Credit Advice
Credit Advice	For distributor to notify supplier that a debit is being backed out.	812	None	None	None
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 9 - Design Win Claim Process
Design Win Claim	For distributor to tell a supplier that criteria for a Design Win incentive award have been met.	tbd	tbd	5C3	None
Response to Design Win Claim	To confirm or deny a Design Win claim.	812	None	5C3, 5C4 n1	None
	Note 1: Only one response to the original Design Win Claim may be sent using PIP5C3. Subsequent responses must be sent using PIP5C4.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	RosettaNet	OAGIS 8.0
Debits and Credits Model 10 - Direct Debit Order
Direct Debit Order	To convey an order to claim a debit from another account and have it credited to the requestor's account.	820	DIRDEB	None	tbd

Generic Models Index
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta Net	OAGIS 7.1
Service Segments/ Message Envelopes	Protocols for enveloping an electronic message.	ISA/GS	SERSEG	RNIF	ebXML
Generic Request/Response Transmission Tracking and Error Handling
Message Receipt Acknowledg-ment	Signal to indicate that an electronic transmission has been received; usually includes information indicating whether received transaction passed syntactical compliance test.	997	CONTRL	RNIF	Confirm BOD
Exception Notice	Notification of an exception condition such as a notification that some business activity is overdue or to report results of an application system's data content edits of an electronic message.	814 or 824	APERAK	01A	tbd

Forecast/Planning Models Index
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Forecast/Planning Model 1 (FC1) - Planning Forecast
Planning Forecast	n1 Data Contents/ Class Diagram	830 Example	DELFOR	4A4	Show Planning Schedule
Response to Forecast	n2	"830R"	DELFOR	4A5	Show Planning Schedule
	Note 1: Used to convey schedules of planned deliveries. Also called "Net Requirements." Buyer generates planning/delivery schedule (net rolling forecast) for information only and capacity or lead time planning purposes, to convey anticipated demand or run rates; no authorization to build or ship implied except per trading partner agreement. Note 2: Used to convey response schedules of planned deliveries. Forecast recipient provides response for agreed-upon horizon of the forecasted demand and planned shipments as outlined in the trading partner agreement. Trading partner agreement includes conditions for which response is required, e.g. exceptions-only vs. response to all schedules, respond to all transmissions vs. respond only when-needed.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 7.1
Forecast Model 2 (FC2) - Material Release Schedule
Material Release Schedule - "Embedded Release"	Used to convey firm (released requirements) ("embedded release") as well as schedules of planned deliveries.	830 Example	DELFOR	4A4	tbd
Response to Planned Schedules in Material Release Schedule	Used to convey response schedules of planned deliveries (may be exceptions or response to all schedules).	"830R"	DELFOR	4A5	tbd
Response to Firm Schedules in Material Release Schedule	Used to convey response schedules of planned deliveries (may be exceptions or response to all schedules).	855	DELFOR	tbd	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 7.1
Forecast Model 3 (FC3) - Consumption (Planned Usage) Forecast
Con-sumption (Planned Usage) Forecast - Supplier-Managed Inventory Forecast	Used to convey schedules of planned consumption (usage or sales). Also called "Gross Requirements".	830 Example	DELFOR	4A3	tbd
Response to Con-sumption (Planned Usage) Forecast	Used to convey response to schedules of planned consumption (usage or sales) (may be exceptions or response to all schedules).	"830R"	DELFOR	4A5	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 7.1
Forecast Model 4 (FC4) - Replenishment Schedule
Replenish-ment Schedule	Used in an SMI process to convey the supplier's plan for replenishing the buyer's inventory.	870	OSTRPT	tbd	tbd
Response to Replenish-ment Schedule	Used to respond to supplier's plan for replenishing buyer's inventory. May be used to report exceptions such as anticipated violation of minimum and maximum inventory targets.	tbd	tbd	tbd	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 7.1
Forecast Model 5 (FC5) - Strategic Forecast - to be developed
Strategic Forecast	n3	830	DELFOR	4A1	tbd
Response to Strategic Forecast	tbd	tbd	tbd	tbd	tbd
	Note 3: RosettaNet calls this "Strategic Forecast," CPFR calls it "Sales Forecast."

Inventory Management Models Index
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 1 (INV1) - Report Inventory Levels - Buyer to Seller
Inventory Report	Used to report inventory levels, inventory movements.	846	INVRPT	4C1	List Inventory Count or Show Inventory Count
Seller Notification of Inventory Report	Notifies seller that an inventory has been posted to a repository or external application.	None	None	None	Show Inventory Count n1
Buyer Notification of Inventory Report	Notifies buyer that an inventory report has been successfully posted to a repository or VPN application, and that that a notification has been sent to the seller.	None	None	None	None
Response to Inventory Levels Report	Used to report errors in the inventory report.	None	None	None	None
	Note 1: E-mail notification used; assumes seller does not have an integrated B2B solution.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 2 (INV2) - Report Transfer or Resale with Customer Detail
Sales Report with Customer Detail	Sent by a reseller or distributor to a supplier or manufacturer to report sales of goods to end customers.	867	SLSRPT	tbd	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 3 (INV3) - Report Consumption or Resale - No Customer Detail
Inventory Sales/Activity Report	Used primarily in retail when reference not made to specific end-customer; allows combined sales and inventory data; allows some granularity on inventory activity such as quantity on hand, quantity in transit, quantity sold, beginning and ending balances, additional demand, etc.	852	INVRPT	tbd	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 4 (INV4) - Report Inventory Consumption - Buyer to Seller
Report Inventory Consumption	Used to report inventory consumption in order to trigger billing.	852	INVRPT	4B3	tbd
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 5 (INV5) - Report Availability - Seller to Buyer
Request Product Availability	tbd	tbd	tbd	tbd	Show Product Availability
Report Product Availability	tbd	tbd	INVRPTSD	4C1 + 2A12	Get Product Availability
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 6 (INV6) - Report Shipment of Goods - to be developed
Ship Notice	Used by seller or seller's agent to notify buyer or buyer's agent that goods have been shipped.	856	DESADV	3B2	Show Shipment
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 7 (INV7) - Report Receipt of Goods - to be developed
Receipt Advice	Used by buyer or buyer's agent to notify seller or seller's agent that shipped goods have been received.	861	RECADV	4B2	Show Delivery Receipt
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 8 (INV8) - Warehouse Stock Transfer
Warehouse Inventory Transfer Shipment Advice	Used by a depositor (the warehouse's client) to advise the warehouse that something is being shipped to them. The shipment may be from the client's customer or supplier, or from the depositor's own warehouse.	943	DESADV	3B2	Show Shipment
Warehouse Inventory Transfer Receipt Advice	Used by a warehouse to advise the depositor that inventory shipped to the warehouse has been received.	944	RECADV	4C3	Acknowledge Delivery Receipt
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 9 (INV9)- Warehouse Shipping Order
Shipment Order	Used by a depositor (the warehouse's client) to advise the warehouse to make a shipment, confirm a shipment, or modify or cancel a previously transmitted shipping order. The shipment order may request that the warehouse ship to the depositor's customer or supplier, or to the depositor's own warehouse.	940	ORDERS	3B12	tbd
Warehouse Shipment Notification	Used by a warehouse to advise a client that the shipment has been made in response to a Warehouse Shipping Order.	945	DESADV	3B12	Show Shipment
Warehouse Inventory Transfer Receipt Advise	Used by a warehouse to advise the depositor that inventory shipped to the warehouse has been received.	944	RECADV	4C3	Acknowledge Delivery Receipt
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 10 (INV10) - Warehouse Inventory Adjustment
Inventory Adjustment	Used to inform a warehouse or depositor of a quantity or status change to inventory records.	947	INVRPT	4C1	List Inventory Count or Show Inventory Count
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Inventory Model 11 (INV11) - Report Inventory Levels - Distributor to Component Supplier - to be developed
tbd	tbd	tbd	tbd	tbd	tbd

Order Models Index
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
Order Model 1 (ORD1) - Traditional Stand-Alone PO, Buyer is Established Customer
Purchase Order (Discrete)	Used to convey a one-time commitment to purchase goods. Data Contents/ Class Diagram	850 Example	ORDERS	3A4 n1	Process Purchase Order
Seller Notification of Purchase Order	Notifies seller that a purchase order has been posted to a repository or external application.	None	None	None	Show Purchase Order n2
Buyer Notification of Purchase Order	Notifies buyer that a purchase order has been successfully posted to a repository or VPN application, and that that a notification has been sent to the seller.	None	None	None	Show Purchase Order n2
PO Response (a/k/a PO Confirmation) Response	Used to acknowledge (confirm acceptance or rejection) of a Purchase Order.	855, 856, or 810 n3 n4	ORDRSP, DESADV, or INVOIC	3A4, 3A7 n1 n3 n5	Acknowledge Purchase Order, Show Shipment, or Process Invoice
Purchase Order Change	Used to convey buyer's requested changes to a Purchase Order.	860	ORDCHG	3A8	Change Purchase Order
PO Change Response	Seller response to requested change to Standalone Purchase Order.	855 or 865 n4	ORDRSP	3A8, 3A7 n6	Acknowledge Purchase Order
Seller-Initiated PO Change	Seller-requested changes may be sent to the buyer.	865	ORDRSP	3A7 n7	tbd
Acceptance Response to Seller-Initiated Change Request	Used when buyer to respond to seller-initiated PO Change Request which accepts or counter-proposes seller-initiated changes	860	ORDCHG	3A8 n8	Change Purchase Order
Denial Response to Seller-Initiated Change Request	Used when a buyer is denying (rejecting) a seller-initiated change.	860	ORDCHG	3A8 n8	Change Purchase Order
Purchase Order Cancellation	Used to convey requested changes to a Purchase Order. Used also for buyer to respond to seller-initiated PO Change Request which accepts or counterproposes seller-initiated changes	860	ORDCHG	3A9	Cancel Purchase Order
	Note 1: PIP requires that PO Confirmation be used to respond PO. Note 2: E-mail notification used; assumes seller does not have an integrated B2B solution. Note 3: If goods are shipped immediately, a ship notice or invoice is considered a de facto order acceptance, and it is not necessary to send a separate PO response document. However, in the RosettaNet standard, a PO response is required regardless. Note 4: Although the X12 standard has a separate response transaction for the 860, the 865, an 855 may be sent in response to an 860. Note 5: Only one acknowledgment to the original PO may be sent using PIP3A4. Subsequent acknowledgments must be sent using PIP3A7. Note 6: Only one acknowledgment to the original PO may be sent using PIP3A4. Subsequent acknowledgments must be sent using PIP3A7. Note 7: PIP3A7 does not require the buyer to send a response to the seller's proposed change. Trading partners need to agree on expectations and on whether a non-response should be treated as an acceptance or a denial. EIDX recommends that a non-response be treated as a denial, since many buyers' applications only allow them to transmit a response if the buyer changes its own data; in a denial, the buyer is not changing its data. Note 8: PIP 3A8 requires that PO Change Confirmation be used with PO Change. So even when a seller- initiated response using PIP 3A7 is responded to with a 3A8 PO Change, the PIP requires that the seller must send a 3A8 PO Confirmation, even though it is redundant. Note 7: Only one acknowledgment to the original PO may be sent using PIP3A4. Subsequent acknowledgments must be sent using PIP3A7.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
ORD2 - Blanket Purchase Order, Specified Product, Buyer is Established Customer
Purchase Order (Blanket)	Buyer generates blanket order to convey a long-term commitment to purchase goods.	850 Example	ORDERS BORDERS guideline	tbd n9	tbd n10
Blanket Order Response	Seller response to Blanket Purchase Order or Change to Blanket Purchase Order with Purchase Order Response/Acknowledgment.	855	ORDRSP	tbd n9	tbd n10
Blanket Order Change	Used to convey buyer's requested changes to a Blanket Purchase Order.	860	ORDCHG	tbd	tbd n10
BPO Change Response	Seller response to requested change to Blanket Purchase Order.	855 or 865 n11	ORDRSP	tbd n9	tbd n10
Seller-Initiated BPO Change	Seller-requested changes may be sent to the buyer.	865	ORDRSP	tbd n9	tbd n10
Acceptance Response to Seller-Initiated Change Request	Used when buyer to respond to seller-initiated PO Change Request which accepts or counter-proposes seller-initiated changes	860	ORDCHG	tbd n9	tbd n10
Denial Response to Seller-Initiated Change Request	Used when a buyer is denying (rejecting) a seller-initiated change.	860	ORDCHG	tbd n9	tbd n10
Purchase Order Cancellation	Used to convey requested changes to a Purchase Order. Used also for buyer to respond to seller-initiated PO Change Request which accepts or counterproposes seller-initiated changes	860	ORDCHG	3A9	Cancel Purchase Order
	Note 9: PIP3A4 does not satisfy EIDX requirements for Blanket Order functionality; awaiting release of new PIP3A13 to see if it satisfies requirements. Unknown if there will be Blanket Order counterparts for 3A7 and 3A8. Note 10: Has not been determined if 003_process_po and related BODs support BPO functionality. Note 11: Although the X12 standard has a separate response transaction for the 860, the 865, an 855 may be sent in response to an 860.
Business Documents	Description	X12 - EIDX	EDIFACT - EDIFICE (*)	Rosetta-Net	OAGIS 8.0
ORD3A - Release Against Blanket Order Line Item, Buyer-Managed
Release Against Blanket PO	Buyer generates discrete, forecast-based release against a blanket Purchase Order.	862 or 860	DELJIT or ORDCHG	4D1	Sync Shipment Schedule
Response to Release	Used to acknowledge (confirm acceptance or rejection) of a release against a Blanket Purchas