From dc4716b53ee7c961789145b746ad237839a24433 Mon Sep 17 00:00:00 2001 From: Georg Date: Fri, 20 Sep 2024 14:11:35 +0000 Subject: [PATCH] Adding self billing BIS document --- guide/bis-sb/appendix/cii.adoc | 8 +++ guide/bis-sb/appendix/examples.adoc | 7 +++ guide/bis-sb/appendix/national_rules.adoc | 18 ++++++ guide/bis-sb/appendix/syntax_rules.adoc | 14 +++++ guide/bis-sb/codes/elements.adoc | 29 ++++++++++ guide/bis-sb/codes/id_schemes.adoc | 13 +++++ guide/bis-sb/codes/index.adoc | 14 +++++ guide/bis-sb/introduction.adoc | 56 +++++++++++++++++++ guide/bis-sb/main.adoc | 68 +++++++++++++++++++++++ guide/bis-sb/restrictions/index.adoc | 21 +++++++ guide/bis-sb/settings.adoc | 10 ++++ project.xml | 2 +- 12 files changed, 259 insertions(+), 1 deletion(-) create mode 100644 guide/bis-sb/appendix/cii.adoc create mode 100644 guide/bis-sb/appendix/examples.adoc create mode 100644 guide/bis-sb/appendix/national_rules.adoc create mode 100644 guide/bis-sb/appendix/syntax_rules.adoc create mode 100644 guide/bis-sb/codes/elements.adoc create mode 100644 guide/bis-sb/codes/id_schemes.adoc create mode 100644 guide/bis-sb/codes/index.adoc create mode 100644 guide/bis-sb/introduction.adoc create mode 100644 guide/bis-sb/main.adoc create mode 100644 guide/bis-sb/restrictions/index.adoc create mode 100644 guide/bis-sb/settings.adoc diff --git a/guide/bis-sb/appendix/cii.adoc b/guide/bis-sb/appendix/cii.adoc new file mode 100644 index 00000000..0447296c --- /dev/null +++ b/guide/bis-sb/appendix/cii.adoc @@ -0,0 +1,8 @@ +[appendix] += Cross Industry Invoice + +This {peppol} BIS supports the *optional* use of the UN/CEFACT XML Cross Industry Invoice, D16B (CII), meaning that receivers of invoices can register in the SMP to receive CII invoices alongside the mandatory UBL version. + +All invoice instances expressed in CII shall be compliant to the restrictions and rules made by this BIS, and hence a CII instance document, shall be validated against the Peppol specific rules, just as the UBL instance documents. + +Specification identifier (BT-24) and business process type (BT-23) are the same in a CII instance as for the UBL instance, see <> diff --git a/guide/bis-sb/appendix/examples.adoc b/guide/bis-sb/appendix/examples.adoc new file mode 100644 index 00000000..8c969125 --- /dev/null +++ b/guide/bis-sb/appendix/examples.adoc @@ -0,0 +1,7 @@ +[appendix] +[[examples]] += Example files + +The example files can be downloaded from the main page of this specification. In addition, several example files have been developed in order to extract snippets into this guide. You might freely use them, but be aware that they include several comments used to extract the snippets. + +* {link-snippets} diff --git a/guide/bis-sb/appendix/national_rules.adoc b/guide/bis-sb/appendix/national_rules.adoc new file mode 100644 index 00000000..60d6316c --- /dev/null +++ b/guide/bis-sb/appendix/national_rules.adoc @@ -0,0 +1,18 @@ +[appendix] +[[national_rules]] += National rules + +The following rules have been defined by Peppol Authorities in addition to the rules for {peppol} BIS in general. +These rules are affected based on the country of the seller, and will not affect invoices issued in other countries. They apply in *all* profiles that use this transaction specification. + +National rules are provided by each country's Peppol Authority, and if you need any changes or additions to these rules, please contact your Peppol Authority. + + +.National transaction business rules +[cols="1,4", options="header"] +|==== +|Rule +|Message/Context/Test + +include::{rules-dir}/PEPPOL-EN16931-UBL-NATIONAL.sch.adoc[] +|==== diff --git a/guide/bis-sb/appendix/syntax_rules.adoc b/guide/bis-sb/appendix/syntax_rules.adoc new file mode 100644 index 00000000..e423adf4 --- /dev/null +++ b/guide/bis-sb/appendix/syntax_rules.adoc @@ -0,0 +1,14 @@ +[appendix] +[[syntax_rules]] += Syntax rules + +The following {EN16931} syntax rules apply to invoice and credit note transaction as it is used in this {peppol} BIS. + +.EN 16931 syntax rules +[cols="1,4", options="header"] +|==== +|Rule +|Message + +include::{rules-dir}/CEN-EN16931-UBL-SYNTAX.sch.adoc[] +|==== diff --git a/guide/bis-sb/codes/elements.adoc b/guide/bis-sb/codes/elements.adoc new file mode 100644 index 00000000..515ce2cc --- /dev/null +++ b/guide/bis-sb/codes/elements.adoc @@ -0,0 +1,29 @@ + + += Code lists for coded elements + +:leveloffset: +1 + +include::../../profile/codes/index.adoc[] + +include::../../transaction-spec/codes/country.adoc[] + +include::../../transaction-spec/codes/currency-code.adoc[] + +include::../../transaction-spec/codes/vat-category.adoc[] + +include::../../transaction-spec/codes/uom.adoc[] + +include::../../transaction-spec/codes/allowance.adoc[] + +include::../../transaction-spec/codes/charge.adoc[] + +include::../../transaction-spec/codes/media-types.adoc[] + +include::../../transaction-spec/codes/payment-means.adoc[] + +include::../../transaction-spec/codes/taxpoint.adoc[] + +include::../../transaction-spec/codes/vat-exempt.adoc[] + +:leveloffset: -1 diff --git a/guide/bis-sb/codes/id_schemes.adoc b/guide/bis-sb/codes/id_schemes.adoc new file mode 100644 index 00000000..f238a404 --- /dev/null +++ b/guide/bis-sb/codes/id_schemes.adoc @@ -0,0 +1,13 @@ + +[[id_schemes]] += Code lists for identifier schemes + +:leveloffset: +1 + +include::../../transaction-spec/codes/endpoint.adoc[] +include::../../transaction-spec/codes/party-id.adoc[] +include::../../transaction-spec/codes/inv-object.adoc[] +include::../../transaction-spec/codes/item-id.adoc[] +include::../../transaction-spec/codes/item-classification.adoc[] + +:leveloffset: -1 diff --git a/guide/bis-sb/codes/index.adoc b/guide/bis-sb/codes/index.adoc new file mode 100644 index 00000000..6fc09bc9 --- /dev/null +++ b/guide/bis-sb/codes/index.adoc @@ -0,0 +1,14 @@ + +[[codelist]] += Code lists + +The following chapters give an overview of the restricted set of codes that is used in this Peppol BIS. For most codes the restriction is only to add a dated reference of the code list, but for the Invoice Type Code a subset of valid values have been established. + + +:leveloffset: +1 + +include::elements.adoc[] + +include::id_schemes.adoc[] + +:leveloffset: -1 diff --git a/guide/bis-sb/introduction.adoc b/guide/bis-sb/introduction.adoc new file mode 100644 index 00000000..be73c561 --- /dev/null +++ b/guide/bis-sb/introduction.adoc @@ -0,0 +1,56 @@ + += Introduction to openPeppol and BIS + +[preface] +This {peppol} BIS provides a set of specifications for implementing a {peppol} business process. The document is concerned with clarifying requirements for ensuring interoperability of pan-European Public eProcurement and provides guidelines for the support and implementation of these requirements. + +This specification is a Core Invoice Usage Specification (CIUS) of {EN16931}, following the guidance given in chapter 7 of the {EN16931}. Any instance documents following this CIUS will always be compliant with the European Standard ({EN16931}). + +The purpose of this document is to describe the use of the self billed invoice and self billed credit note messages in Peppol, and to facilitate an efficient implementation and increased use of electronic collaboration +regarding the billing process based on these formats. + +.Statement of copyright +**** +This Peppol Business Interoperability Specification (Peppol BIS) document is a Core Invoice Usage Specification (CIUS) based on CEN/EN 16931:2017. The restrictions on CEN/EN 16931:2017 implemented in this Peppol BIS appear from the conformance statement provided in appendix A. + +The copyright of CEN/EN 16931:2107 is owned by CEN and its members - the European National Standards Bodies. A copy of CEN/EN 16931-1:2017 may be obtained free of charge from any CEN member. + +OpenPeppol AISBL holds the copyright of this Peppol BIS, developed and published subject to the conditions of the agreement between the European Commission and CEN allowing derivate works to be developed and distributed with no additional licensing requirements. CEN and the National Standards Bodies bears no liability from the content and implementation of this Peppol BIS. + +This Peppol BIS document may not be modified, re-distribute, sold or repackaged in any other way without the prior consent of OpenPeppol AISBL. +**** + +== Document Structure + +This document is structured as follows: + +* *Chapters 1 - 5* gives general information on the business processes, requirements and functionalities +* *Chapter 6* describes the semantical data types +* *Chapters 7 - 9* describes VAT, calculations and rounding. +* *Chapter 10* provides examples of selected parts of the invoice +* *Chapter 11* gives details and links to all code lists used +* *Chapter 12* gives information on Peppol identifiers +* *Chapter 13* describes in detail central information elements. +* *Chapters 14 and 15* provides information on validation and validation rules +* *Annexes* give information on restrictions according to {EN16931}, use of Cross Industry Invoice syntax and national and syntax rules. + +== Scope + +This document is concerned with clarifying requirements for ensuring interoperability and provides guidelines for the support and implementation of these requirements. This document will also provide a detailed implementation guideline for the invoice and credit note transactions. + +== Audience + +The audience for this document is organisations wishing to be Peppol enabled for exchanging electronic invoices, and/or their ICT-suppliers. These organisations may be: + + * Service providers + * Contracting Authorities (CA) + * Economic Operators (EO) + * Software Developers + +More specifically, roles addressed are the following: + + * ICT Architects + * ICT Developers + * Business Experts + +For further information on Peppol/OpenPeppol, please see {common} diff --git a/guide/bis-sb/main.adoc b/guide/bis-sb/main.adoc new file mode 100644 index 00000000..5fb1a82f --- /dev/null +++ b/guide/bis-sb/main.adoc @@ -0,0 +1,68 @@ +include::settings.adoc[] + += {doctitle} +{name-op-en} +v{version} +:description: The Peppol Business Interoperablity Specification, “BIS” from here on after, has been developed by the OpenPeppol AISBL Post Award Coordinating Community and is published as part of the Peppol specifications. +:doctype: book +:icons: font +:stem: +:toc: left +:toclevels: 2 +:source-highlighter: coderay +:source-language: xml +:sectanchors: +:sectnums: +:last-update-label!: +:CIUS: Core Invoice Usage Specification (CIUS) +:title-logo-image: ../images/peppol.jpg + + + += Link to main site of documentation + +link:/poacc/billing/3.0/[Main documentation site] + +:leveloffset: +1 + +include::introduction.adoc[] + +include::../transaction-spec/principles/index.adoc[] + +include::../profile/process/index.adoc[] + +include::../transaction-spec/functionality/index.adoc[] + +include::../transaction-spec/requirements/index.adoc[] + +include::../transaction-spec/datatypes/index.adoc[] + +include::../transaction-spec/vat-info/vat-info.adoc[] + +include::../transaction-spec/calculations/rounding.adoc[] + +include::../transaction-spec/calculations/index.adoc[] + +include::../transaction-spec/descriptions/index.adoc[] + +include::codes/index.adoc[] + +include::../profile/profiles/index.adoc[] + +include::../syntax/guideline.adoc[] + +include::../transaction-spec/validation/index.adoc[] + +include::../transaction-spec/rules/index.adoc[] + +include::restrictions/index.adoc[] + +include::appendix/cii.adoc[] + +include::appendix/national_rules.adoc[] + +include::appendix/syntax_rules.adoc[] + +include::appendix/examples.adoc[] + +//include::rules/index.adoc[] diff --git a/guide/bis-sb/restrictions/index.adoc b/guide/bis-sb/restrictions/index.adoc new file mode 100644 index 00000000..f3417849 --- /dev/null +++ b/guide/bis-sb/restrictions/index.adoc @@ -0,0 +1,21 @@ + +[appendix] += Restrictions on EN16931 + +Below is a list of the restrictions on {EN16931} that is done in this {CIUS}. In addition to these rules, some national rules gives further restrictions based on the seller country or VAT country. +A list of these national rules can be found in <> + +All restrictions are within the allowed specifications in a {CIUS}, as listed in chapter 7.3.2 in {EN16931}. + +:leveloffset: +1 + +include::../../profile/annex/restricted-elements.adoc[] + +include::../../transaction-spec/annex/restricted-elements.adoc[] + +include::../../profile/annex/processes.adoc[] + +include::../../profile/annex/known-issues.adoc[] + + +:leveloffset: -1 diff --git a/guide/bis-sb/settings.adoc b/guide/bis-sb/settings.adoc new file mode 100644 index 00000000..bca08707 --- /dev/null +++ b/guide/bis-sb/settings.adoc @@ -0,0 +1,10 @@ +:lang: en + +:doctitle: image:../shared/images/peppol.jpg[float="right", width=100%] Peppol BIS Self Billing +:shared-dir: ../../shared +:snippet-dir: ../../rules/snippets +:version: 3.0.17 +:name-op-en: OpenPeppol AISBL, Post-Award Coordinating Community + + +include::../shared/settings.adoc[] diff --git a/project.xml b/project.xml index bf646a01..d222885e 100644 --- a/project.xml +++ b/project.xml @@ -15,7 +15,7 @@ Doc-1 - bis/ + bis-sb/ BIS SelfBilling – Business Interoperability Specifications (BIS)