Release notes for Peppol BIS 3 documents, other than Peppol BIS Billing 3.0

Fixed an error in the documentation of semantic datatypes. It previously stated that a Boolean is based on the primitive datatype String, this has been corrected to Boolean. This fix is purely editoriol.

Order transaction (T01)

Order Response transaction (T76)

Added Order type codes 105 (Purchase order) and 402 "Intermediate handling cross docking order" as synonyms for 220 (Order)

Example file cleanup: Removed listId from <DocumentTypeCode> and ResponseCode> in example files for Invoice Response. Deleted reference to payment in example file 7 in Invoice Response Examples

Added EAS code 0218 Latvia

Order transaction (T01)

Order Response transaction (T76)

Catalogue transaction (T19)

Added code list 4219 for Requested shipping priority

Rule PEPPOL-COMMON-R050 (validation of Australian Business Number (ABN)) is changed to fatal.

Alignment with EN 16931 validation artefacts release 1.3.10

Editorial correction of version numbers on links to business rules (on main documentation page).

Added new document - BIS Advanced Ordering 3.0 with the following transactions:

Peppol Order Change transaction 3.0 (T114)

Peppol Order Cancellation transaction 3.0 (T115)

Peppol Order Response Advanced transaction 3.0 (T116)

Invoice Response

Editorial change in the documentaion templates. Many pages in previous releases had a "Last updated" timestamp in the page footer. The timestamp indicated when the HTML-page was generated by the documentation tool, not when the actual content of the page was updated/changed. The timestamp is now removed since it caused a lot of confusion.

Order Response example in the BIS documentation (sectino 7.1.1) has been corrected. The example shows a response with type "Received" (code AB) but the example said that there was amendments in the details (which is not allowed with code AB)

Catalogue with response

Catalogue without response

Correction of a bullet point explaining the example in section "Line TAX Category" in all BISes that uses it.

Despatch Advice transaction (T16)

Order transaction (T01)

Order Response transaction (T76)

Order Agreement transaction (T110)

Validation of code values for Tax Category codes are removed to allow for non-EU categories. In previous release (3.0.4), the TaxScheme/ID was generalized to allow for other schemes than VAT but also that category code should have been generalized. This release addresses this shortcoming (with a consequence that category code isn’t validated). The change affects the following transactions:

Added DocumentType codes for Order transactions (T01) to allow for blanket orders (code 221) and Call-off (code 226). Applies in BIS specifications Order Only and Ordering.

Rule PEPPOL-COMMON-R049 (ICD 0007 - Swedish organization number) changed from severity warning to fatal (as announced in the may 2022 release)

Correction in Rule PEPPOL-COMMON-R050 (validation of Australian Business Number (ABN)) corrected

Added eas codes 9959. Removed 9906 and 9907.

Added icd codes 0217, 0218, 0219, 0220

Added Action code (UNCL1229) for Order Change

Added rule to check format for Swedish organisation numbers (ICD/EAS 0007) with severity warning, will be changed to fatal in future release.

An error has been corrected which is causing some XSL-transformers/tools to raise errors when loading/using the schematron-files.

Rule PEPPOL-COMMON-R043 (ICD 0208) changed from severity warning to fatal (as announced in the november 2021 release)

Correction in Punch Out rule PEPPOL-T77-R001 that was incorrectly fired when validity period is omitted

Added rule to check format for Australian ABN (ICD/EAS 0151) with severity warning, will be changed to fatal in future release.

Added test file for Catalogue wo response Use case 5

Added codes 0214, 0215 and 0216 to the ICD code list and support added in validation artefacts. [505]

Added codes 0147, 0170, 0188, 0215 and 0216 to the EAS code list and support added in validation artefacts. [481,473,505,506]

Double entry of code TSP removed from code list UNCL7143. [488]

BIS Order Agreement - editorial changes in the sub-numbering of a chapters for use cases. [POACC-401]

BIS Order Only - editorial update to section 6.10 regarding Tax total [POACC-413]

BIS Order Only, BIS Ordering, BIS Order Agreement - Editorial update to the description of tax usage on line level [POACC-440][POACC-441][POACC-442]

Catalogue transaction - Clarified description of the business term Cataloge identifier. Changed wording "positive referencing" to "uniquely referencing" [POACC-406].

Order Response - Editorial update to cac:Party for SellerSupplierParty to be mandatory instead of optional [POACC-428]

Invoice Response - Removed trailing note left in description of DocumentReference/ID and DocumentReference/issueDate [POACC-447]

Duplicate tir identifiers in seller and buyer party legal information in order corrected by assignin new id’s for Seller party legal information using tir01-p038 to tir01-p041. [POACC-414]

Added rule (severity warning) for validation of format for Belgian organisation numbers (ICD:0208). Rule is planned to be changed to severity fatal in 2022 spring release. [POACC-408]

Added rule (severity warning) for validation of format for Italian identifiers (ICD:0201, 0210, 0211 and EAS 9906 and 9907). Rules are planned to be changed to severity fatal in 2022 spring release. [POACC-423]

Added transport handling unit (tir16-085) and packaging type (tir16-090) codes to align with CEF listing of codes. (O1, O2, O3, O4, O5, O6, O7, O8, O9, OG, OH, OI, OJ, OL, OM, ON, OP, OQ, OR, OS, OV, OW, OX, OY, OZ, P1, P3, P4, SX). [POACC-427]

Added UOM codes IUG, KWN, KWS, ODG, ODK, ODM, Q41, Q42, XZZ to aling with CEF listing of codes. [POACC-427]

The version numbers used in the BIS-documentation were inconsistant with the actual version numbers listed on the main documentation page. Version numbers should now be aligned. [POACC-391]

Changes in the documentation of Despatch Advice transaction 3.1. rule T16-R009 and T16-R010 is now reffering to seller party and originator customer party instead of buyer party [POACC-377].

Peppol logo updated to new design [POACC-375]

In Order Agreement BIS. Duplicated headings and intro text 3.3 and 3.3.1 removed. Later sections renumbered accordingly. [POACC-393]

Description of calculation of totals in Order Only BIS corrected so that class is shown as cac:AnticipatedMonetaryTotal instead of cac:LegalMonetaryTotal. No affect on functionality. [POACC-397]

Update of links to Use Case examples [POACC-383]

Catalogue BIS, both with and without response, the desciption for quantities and units in section 6.8 edited by adding tir numbers to the examples and to the business terms and the description of the business terms aligned with their desciption in the catalogue transaction data model. [POACC-374]

Order Transaction - an element which is mandatory in UBL was missing in the syntax description. The element (cac:Shipment/cbc:ID) is now added and with a fixed value "NA". The change was considered a bug-fix as the previous documentation would result in invalid UBL instances. [POACC-389 and POACC-380]

Order Transaction - the XML Elements for DeliveryParty Contact was incorrectly located under the DeliveryParty. The Contact element has been located correctly according to the UBL-schema. The change was considered a bug-fix as the previous documentation would result in invalid UBL instances. [POACC-379]

An editorial change has been made in the description of the element Order/CustomerReference in the Order Transaction. Previous wording "Your reference" is changed to "Buyer reference" aligning the description with the business term used in the Invoice. [POACC-364]

Despatch Advice transcation, business term DespatchAddress/ID given description and tir id [POACC-368]

Missing tir id for cac:TaxScheme/cbc:ID added to OrderAgreement, PunchOut and Catalogue [POACC-373)

Order Agreement, added to description for Previous order Identifier that it is an optional business term but is a required element in the UBL syntax so if no previous order identifier is available use NA. [POACC-361]

Clarification on the syntax documentation of Buyer reference identifier (ReceiverParty/Contact/ID) in Punch Out transaction 3.1 [POACC-363].

Edits to status code for Invoice Response to clarify additions made in last release [POACC-370]

Incorrect special characters removed from IT and SE country rules [POACC-398]

ICD code list details edited to remove contact information [POACC-388]

Code lists updated to align with EN 16931 and BIS Billing [POACC-407]

The date for the hotfix published in november 2020 was incorrectly dated to 2019. This date is corrected in this release.

Corrected cardinality of cac:DespatchLine/cac:OrderLineReference/cac:OrderLine to 0..1 instead of 1..1 in Despatch Advice in line with BIS specification.[POACC-347]

Removed rule PEPPOL-T16-R002 that triggered a warning when cac:OrderReference/cbc:ID in DespatchAdvice was absent [POACC-347]

A release note in version 3.0.5 was incorrect, the correct release note shall state:

For the Catalogue (T19) cac:Price/cac:ValidityPeriod (tir19-056/057) is marked as unbounded in the syntax description while the validation rules and BIS description expects maximum 1. Cardinality changed to 0..1 to align with requirements and business rules. [POACC-340]

Corrected use of charge indicatior false vs true in table in section 6.9 in order transaction. Issue: [POACC-352]

BIS "Catalogue only" renamed to "Catalogue with response". Issue: [POACC-357]

Added new business term to PunchOut for External attachment reference as tir77-p003 to align with text in BIS [POACC-354]

Migration plan from BIS2 to BIS3 removed. Is completed.

Updated text in section 6.2. Order reference in the Despatch Advice specification to clarify the use of OrderReference [POACC-347]

Updated link to example files in mlr and added clarification to the example files header on the main page [POACC-349]

Modified code policy in Invoice Response and added use case to for new Clarification Code (tir111-015) to support partial payments.

Editorial corrections and clarification of parties in Invoice Response BIS [POACC-338]

For the Catalogue (T19) cbc:PriceType/cac:ValidityPeriod (tir19-056/057) is marked as unbounded in the syntax description while the validation rules and BIS description expects maximum 1. Cardinality changed to 0..1 to align with requirements and business rules. [POACC-340]

For the Order (T01). New optional business term added on document level "Shipping label" as tir01-p036. [POACC-283]

For the Order (T01). New optional business term added on line level "Delivery location ID" as tir01-p037. [POACC-320]

Rule PEPPOL-COMMON-R040: "GLN must have a valid format according to GS1 rules". Changed from severity "warning" to "fatal". (The rule was introduced in fall 2019 with severity "warning" to avoid disruptions but with the intention to be changed to severity "fatal" after 6-12 months). Issue: [POACC-333] and [POACC-341]

EAS code list, added code 0209, removed code 9958. Peppol rule updated accordingly.

ICD code list, added code 0205, 0206, 0207, 0208, 0209.

Duplicate currency codes removed from ISO4217 code list. Issue: [POACC-339]

OrderAgreement - Rule T110-R027 (verifies structure of tax categories) changed so that the rule is triggered only when it should be. [POACC-330]

For the Invoice Response (T111). New functionality to enable reporting on partial payments. Adding a new code for business term Clarification Code (tir111-015 ), StatusClarificationReason code "PPD" that can be used in combination with Status Status (tir111-013 ) code PA (paid) to indicate that the payment is a partial one. [POACC-356]

The code example in section 6.6 (Classification) is updated from the temporary code ”MC” to the code “TST” (The UNSPSC commodity classification system) from code list UCL7143. [POACC-274]

Following BIS generalized so that they use term TAX instead of VAT. Enables using them for other similar taxes like GST. Catalogue, Catalogue only, Order, Ordering, Order Agreement, Punch Out, Invoice Response. [POACC-265]

Updated the link “Peppol Identifiers” of all the BIS DOCUMENTS in https://docs.peppol.eu/poacc/upgrade-3/ to reflect the newest version of “Policy for use of identifiers”[POACC-188]

Added cac:Package with elements cbc:ID and cbc:PackageTypeCode to support identification of packages within a transport handling unit. [POACC-301]

In the Order Syntax the sequence of Item Description (tir01-133) and Item Name (tir01-135) has been corrected so that Description is now before the Name. This is now in line with the UBL 2.1 syntax specification. [POACC-299]

Added name attribute to ItemClassificationCode and aligned Catalogue, Order, OrderAgreement, Order Respones and Shopping Cart. [POACC-277]

Updated test files with valid GLN numbers to pass travis validation according to the updated GLN validation rules introduced in version 3.0.3. [POACC-321]

Added country code 1A for Kosovo into ISO 3166 for all BIS specifications. [POACC-324]

Updated test file poacc-upgrade-3\\rules\\snippets mlr/snippet-3.xml in order for the test file to conform to mlr syntax. [POACC-322]

Rule R026 in OrderAgreement modified so that it is fired only when TaxTotal is provided. [POACC-302]

In the Catalogue transaction the code PRODUCT_IMAGE is added to allowed DocumentTypeCodes in ItemSpecificationDocumentReference on line level. The code may be used to identify the main image of a product. [POACC-297]

Added code TRADE_ITEM_DESCRIPTION as allowed attachment type in Catalogue and PunchOut [POACC-279]

PEPPOL-T19-R011 and PEPPOL-T19-R016 updated to take unbounded cac:RequiredItemLocationQuantity into consideration. [POACC-255]

Changed character (code ) for citation marks (“) as it was in conflict with some implementations. Changes was made in Rules for transactions T16, T19 and T110. [POACC-249]

Validation of cbc:CustomizationID in all BIS specifications changed from element must contain exactly the relevant transaction identifier to element content must begin with that identifier value. [POACC-191]

Descriptions and some names of codes in UNCL7143 corrected in line with the official code list version d19a. Applies to all BIS using this code list. [POACC-258]

Description of EAS code for code ION 0190 corrected. No change to the code itself.

An error in namespace for Application Response corrected in transaction 71, Message Level Response. Lowercase a changed to uppercase.

Address information for consignee and delivery party added to Order transaction tir01-92 to 98.

Update in EAS code list, addition of codes: 0130 and 0204, and deprecating of code 9902, 9904, 9905, 9917 and 9921.

An error in a common structural validation of GLN numbers, rule PEPPOL-COMMON-R040, corrected.

Changed implementation of empty element-test. Rule updated so that it also fails on whitespace only content.

Update in EAS code list, addition of codes: 0151 ,0183, 0201 and 0200, and renaming of code 0199

Update in ICD code list, addition of codes: 0201 and 0200, and renaming of code 0199

Update in UNCL7143 code list, addition of codes: TSQ, TSR, TSS and TST

Message Level Response document lifecycle clarified POACC-152

Review comment removed in Invoice Response BIS 3 POACC-161

Namespace added for catalogue response POACC-163

Parties image in Despatch Advice BIS added POACC-183

Floating point error when comparing decimals in some implementations. All use of the xpath function sum() adjusted/verified. (Both Billing and BIS Order/OrderAgreement) POACC-184

Message examples for Invoice response corrected.

Documentation of syntax binding for Dispatch Advice corrected POACC-180

Added a common structure validation rule for Norwegian organizational numbers and GLN numbers.

Various minor text corrections and minor bug fixes.

Peppol BIS 1A Catalogue Only

Peppol BIS 3A Order Only

Peppol BIS 18A Punch Out

Peppol BIS 28A Ordering

Peppol BIS 30A Despatch Advice

Peppol BIS 36A Message Level Response

Peppol BIS 42A Order Agreement

Peppol BIS 63A Invoice Message Response

Peppol invoice to EN 16931 gap analysis that formed basis for the BIS5A Billing.

BIS3 Scope and disposition addressing how gaps identified for the invoice should be adopted into other specifications.

Agreements made by the BIS3 work team members and documented in the team minutes.

Batch/LOT and serial numbers in order 3a and 28a [PB30-1].

ID in AdditionalDocumentReference [PB30-4].

Change to DespatchAdvice BIS 30A, SFTI 20170622.xlsx [PB30-5].

Questions about Peppol BIS in post-award [PB30-7].

Request the OpenPeppol Post-Award CC to include the BuyersItemIdentification element in the BIS 28A Ordering and 30A Despatch Advice messages. [PB30-11].

Despatch Advice (BIS 30A), add postal Address informations and Person information [PB30-14].

Despatch Advice (BIS 30A), extension of cardinality for order reference ID [PB30-16].

General - enable price types for price is all transactions, other than Invoice [PB30-23].

General - harmonize Contracted Item Indicator and reference to contract [PB30-24].

Order Response - Use code list 1229 instead of 1225 as status code on line level [PB30-26].

Order Response - Introduce the use of line status code to indicate already delivered items [PB30-30].

Order Response - Introduce a document status code to confirm order reception [PB30-32].

Punch Out - Add delivery address and validity period on line level [PB30-33].

Punch Out - Introduce support for reserving goods [PB30-34].

Catalogue - Enable the use of standard item numbers to reference between related items [PB30-35].

Question for documentation on PEPPOL_BIS-18A.pdf, “Punch out” [PB30-37].

Georg Birgisson, DIGG/Midran Ltd.

Siw Meckelborg, DIFI/Edisys

Charlotte Dahl Skovhus, MySupply

Arduini Iacopo, Emilia Romagna

Thomas Pettersson, SFTI/PSK Konsult

Dirk Willekens, BOSA

Arne Johan Larsen, Equinor

Elisa Bertocchi, Emilia Romagna

Sara Facchinetti, Infocert

Jalini Srisgantharajah, DIFI

Martin Forsberg, DIGG/Ecru consulting

Helena Ask, Visma

Peter Danko, E-delivery

Ole Ellerbæk Madsen, ERST

Jan Mæröe, DIFI

Erlend Klakegg Bergheim, DIFI

Sören Lennartson, DIGG

Jerry Dimitriou, Unipi

Serge Libert, BOSA

Andriana Prentza, Unipi

Manuel Gozzi, Emilia Romagna