Re: [ubl] Initial 2.0 draft model spreadsheets - Invoice, Credit Note (Procurement)

["Stephen Green" <stephen_green@seventhproject.co.uk>]

Apologies:
It seems I misunderstood the methodology we are using
here. The intention was that we document the updates in
UML rather than record them first with the spreadsheets.

I've therefore let things slip a bit but here are the changes
I'd propose we incorporate into the UML models for the
Invoice and Credit Note (the spreadsheet changes should
have followed this):

Ref                 Proposed UML Change (2005-07-17 sdg)
7                       Add BaseAmount to AllowanceCharge
20                     Add DeliveryContact to Delivery (0..1)
53                     Add GUID to InvoiceLine
18                     Add Name to Item
4                       Add DeliveryTerms to InvoiceLine
47                     Add ContractDocumentReference to Invoice/CreditNote

Issues:

Ref

11                     InstructionID   in Payment
                Should name be PaymentInstructionID or InstructionID ?

3                       InvoicedPeriod  in Invoice and CreditNote
                Should it be InvoicingPeriod or InvoicedPeriod ?

85                     TaxPointDate in InvoiceLine
                Should it be after the ASBIEs for better backwards
compatibility?

18                     Name in Item
                Should this BBIE be added after ASBIEs ?

There are of course other changes to add to these which
I've not been able to adequately define as yet (Pacific TC meeting?)


All the best

Steve


----- Original Message ----- 
From: Stephen Green
To: ubl@lists.oasis-open.org
Sent: Monday, July 18, 2005 8:56 AM
Subject: [ubl] Initial 2.0 draft model spreadsheets - Invoice, Credit Note
(Procurement)


Greetings UBL

Please find attached an initial stab at some
model spreadsheets for Invoice and Credit
Note. I've had to try out one possibility for
the new format/package structure but this
is of course subject to likely TC update (as I
don't know what details if any have been
agreed).

Initially I just kept to the UML designs but
then I started adding issues list changes
(and soon stopped as I wasn't sure enough
about the meaning of some of the resolutions
and I didn't have Internet access at the time
- sorry). There are still quite a few BIEs to
add/change in the Procurement spreadsheet
for ABIEs used relating to Invoice and Credit
Note.

I hope this gets the ball rolling though for the
procurement model spreadsheets sufficiently.

I created initial spreadsheets for the docs
found in UBL 1.0 with SBS details and added
similar details to the reusable (now called
Procurement). Anything that needs to go in
'Common' I haven't attempted but I've added
an empty template spreadsheet for Common
in the meantime.

A note to others creating spreadsheets:
be careful to update the following -

1. DEN name - this is now a manual task

2. cardinality

3. Version  - this shows (other editors)
something has been added/updated)
 - I note that adding a row to an ABIE
is a change to the ABIE which changes
the ABIE detail row's (pink) Version cell

4. change log

- These were just the things I found I easily
missed.

I'd also note that we might want to make
definition updates a second phase task?
- since it isn't always possible for the
editor to provide a good definition at this stage.

Another Note: we may find we need some
sort of version control or post-editing
harmonisation of the common spreadsheets
('Procurement' and maybe 'Common')

The attached issues list has extra columns
so it can act as a change log. Maybe this
could become a new format for the issues
list.

All the best

Steve




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