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ESIDEL<br />

(European Steel Industry Data Exchange Language)<br />

<strong>Inventory</strong> balance<br />

Version 1.0<br />

by EDIFER «XML Business Group»<br />

April 2003


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

<strong>Inventory</strong> <strong>Balance</strong><br />

By EUROFER - EDIFER working group ‘E-commerce and XML’<br />

Creation date: 02 April 2003<br />

Reference: ESIDEL-2003-003(<strong>Inventory</strong> balance v1.0).doc<br />

Version: version - 1.0<br />

1


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Table of contents<br />

1. <strong>Inventory</strong> balance information 3<br />

1.1. General information 3<br />

1.2 The business function of the <strong>Inventory</strong> balance covered by the message 4<br />

2. Class diagram of the <strong>Inventory</strong> balance 5<br />

2.1. Class diagram entities 7<br />

2.2. Class diagram attributes 8<br />

2.3. Attribute code lists 13<br />

2


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

1. <strong>Inventory</strong> balance information<br />

1.1. General information<br />

In the steel industry the <strong>Inventory</strong> report (message) is used to report on the stock held and<br />

the stock movements in, out or inside a warehouse between the warehouse manager and<br />

the supplier or the customer.<br />

Warehouses are used by the steel companies on request of the customers (such as the<br />

automotive manufacturers), or for strategic reasons (transport costs, just in time delivery).<br />

The steel companies are confronted with two different types of external warehouses.<br />

The first type is that the warehouse is managed by a third party and a contract exists<br />

between the supplier, the warehouse and the customer to guarantee the just in time<br />

delivery of the requested goods. The goods placed in this stock are still under the<br />

ownership of the supplier. This case is known as a third party warehouse.<br />

The second possibility is known as a customer consignment warehouse, managed by<br />

the customer. In fact this is a place reserved in the customers’ warehouse where the<br />

supplier can deliver a certain amount of goods. The goods placed in this stock are still<br />

under the ownership of the supplier. Once the customer needs the goods for his own<br />

production, he will take the goods out of the consignment stock and he should inform the<br />

supplier.<br />

In both cases the supplier of the goods is informed by a <strong>Inventory</strong> report message about the<br />

received goods (incoming goods) and the goods delivered to the customer or taken into<br />

production. The <strong>Inventory</strong> message might also be used for reporting on the goods in the<br />

warehouse for bookkeeping reasons (stock balance).<br />

When a warehouse is used for strategic reason, the information exchange between the three<br />

parties is a function of the party managing or controlling the warehouse for incoming goods<br />

from the supplier or for outgoing goods to the customer.<br />

The following situations apply :<br />

- the incoming and outgoing process is completely managed by the supplier,<br />

- the incoming process is controlled by the supplier, but the outgoing process<br />

is managed by the customer directly with the warehouse.<br />

For this type of warehouse the <strong>Inventory</strong> message can be used for<br />

- reporting of received goods<br />

- reporting of delivered goods to customer<br />

- reporting about the goods in the warehouse (inventory balance).<br />

3


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

1.2 The business function of the <strong>Inventory</strong> balance covered by the message<br />

This message, sent by the warehouse manager to the stock controller or other interested<br />

parties, is intended to advise the stock controller or other party about balances within the<br />

warehouse so that they are able to control the stock.<br />

4


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

2. Class diagram of the <strong>Inventory</strong> balance<br />

Steel grade designation<br />

- Steel grade standard name<br />

- Steel grade standard country code<br />

- Steel grade standard year of issue<br />

- Steel grade name<br />

- Steel grade number<br />

- Temper<br />

- Steel type<br />

0..1<br />

Has a steel grade as 1<br />

Has an additional steel<br />

0..N<br />

grade as 1<br />

<strong>Inventory</strong> balance<br />

- <strong>Inventory</strong> balance number<br />

- <strong>Inventory</strong> balance date/time<br />

- <strong>Inventory</strong> balance type code<br />

- Request of <strong>Inventory</strong> balance<br />

number<br />

- <strong>Inventory</strong> balance start period<br />

- <strong>Inventory</strong> balance end period<br />

- <strong>Inventory</strong> balance free text<br />

Has inventory balance item as<br />

<strong>Inventory</strong> balance item<br />

- <strong>Inventory</strong> balance sequence number<br />

- Calculation date<br />

- Nature of stock<br />

- <strong>Inventory</strong> balance indicator<br />

- Order number customer<br />

- Order item number customer<br />

- Order number supplier<br />

- Order item number supplier<br />

- Customers article number<br />

- Suppliers article number<br />

- Article description<br />

- Number of packages<br />

- Number of pieces<br />

- Product group coded<br />

- Product category coded<br />

- Product sub-category coded<br />

- Product form coded<br />

- Product shape coded<br />

- Rolling family<br />

- Product designation<br />

- Registered trade mark name<br />

- Registered trade mark steel<br />

grade name<br />

- <strong>Inventory</strong> balance item free text<br />

5<br />

1<br />

0..N<br />

1<br />

1<br />

1<br />

1<br />

1<br />

Has a ordered<br />

dimension as<br />

Has warehouse manager as<br />

Has warehouse as<br />

1 0..1<br />

1<br />

1<br />

Has stock controller as<br />

Has sales agent as<br />

Has customer as<br />

Has supplier as<br />

Has consignee as<br />

0..N<br />

Has package information as<br />

1 0..N<br />

1<br />

Party details<br />

See details on the next page<br />

0..1<br />

Dimensions<br />

0..1<br />

- Dimension type<br />

- Dimension value<br />

- Dimension minimum value<br />

- Dimension maximum value<br />

0..1<br />

0..1<br />

Package information<br />

- Type of package<br />

- Serial number<br />

- Marks and numbers text<br />

- Marking label number<br />

- Gross weight<br />

- Serial number warehouse<br />

- Physical location in<br />

warehouse<br />

1<br />

0..1<br />

Has manufacturer as<br />

1


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Detailed Class diagram of the Party details<br />

Address –<br />

Unstructured details<br />

- Address line 1<br />

- Address line 2<br />

- Address line 3<br />

- Address line 4<br />

- Address line 5<br />

- Postal code<br />

- City name<br />

- State or Province name<br />

- Country code<br />

- Country name<br />

- Location identifier<br />

0..1<br />

Address –<br />

Postbox details<br />

- Post office box<br />

- Postal code<br />

- City name<br />

- Country code<br />

- Country name<br />

0..1<br />

Address –<br />

Structured details<br />

- Building name<br />

- Street name<br />

- District name<br />

- District sub-division name<br />

- Postal code<br />

- City name<br />

- State or Province name<br />

- Country code<br />

- Country name<br />

- Location identifier<br />

0..1<br />

Has unstructured<br />

address details as<br />

Has postbox details as<br />

PARTY DETAILS<br />

6<br />

Contact details<br />

- Contact name<br />

- Contact function code<br />

- Contact identifier<br />

- Telephone number<br />

- Extension number<br />

- Mobile telephone number<br />

- Fax number<br />

- E-mail address<br />

Has structured<br />

address details as<br />

0..N<br />

Has contact details as<br />

1<br />

1<br />

1<br />

Party Identification<br />

- Party name<br />

- Responsible agency<br />

- Party identification, coded<br />

1<br />

Additional Identification<br />

- Responsible agency<br />

- Party identification,<br />

coded<br />

0..N<br />

Has additional identification as<br />

1


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

2.1. Class diagram entities<br />

The following entities are contained within the class diagram.<br />

Entity Description<br />

<strong>Inventory</strong> balance The entity contains the general information about a inventory<br />

balance of steel products.<br />

<strong>Inventory</strong> balance item The entity groups inventory items by nature of inventory and<br />

article number or order item number.<br />

Dimensions The entity specifies the dimension details such as the type (e.g.<br />

length, width, height), the measure unit and the value of the<br />

dimension.<br />

Steel grade designation The entity contains the steel grade information.<br />

Package information The entity contains the information of the package and marking<br />

and labelling.<br />

Party identification The entity contains the name and the prime identification of a<br />

party.<br />

Additional identification The entity contains the additional identification of a party.<br />

Address - unstructured details The entity contains the details of the address in the unstructured<br />

format.<br />

Address - structured details The entity contains the details of the address in the structured<br />

format.<br />

Address – post box details The entity contains the details of the post office box.<br />

Contact details The entity contains the contact details of a person or a department<br />

of a party.<br />

7


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

2.2. Class diagram attributes<br />

For each entity specified a list of attributes and a description is given.<br />

Remark:<br />

Based on the Core Component Types (CCT) specified in the UN/CEFACT Core Components<br />

Technical Specifications (CCTS), the CCT supplementary components such as Date Time<br />

format, Amount currency code, Measure unit code and Quantity unit code are not mentioned<br />

as attributes.<br />

<strong>Inventory</strong> balance<br />

Attributes Description Code list Data type<br />

<strong>Inventory</strong> balance number The unique number given by the warehouse<br />

manager to identify an inventory balance.<br />

<strong>Inventory</strong> balance date/time The date/time when the inventory balance is issued<br />

by the warehouse manager.<br />

<strong>Inventory</strong> balance type code The code specifying the type of the inventory<br />

balance.<br />

Request of inventory balance The unique number given to the request of an<br />

number<br />

inventory balance.<br />

<strong>Inventory</strong> balance start period The date/time of the starting period for the<br />

inventory balance.<br />

<strong>Inventory</strong> balance end period The date/time of the end period for the inventory<br />

balance.<br />

<strong>Inventory</strong> balance free text The free text information related to the complete<br />

inventory balance.<br />

<strong>Inventory</strong> balance item<br />

8<br />

M an..35<br />

M an..35<br />

Yes C an..3<br />

C an..35<br />

C an..35<br />

C an..999<br />

Attributes Description Code list Data type<br />

<strong>Inventory</strong> balance sequence The unique number given by the warehouse<br />

number<br />

manager to identify a inventory balance item.<br />

Calculation date/time The date/time when the inventory balance item was<br />

calculated<br />

Nature of inventory The code specifying whether inventory balance<br />

affects bonded inventory, reserved inventory, etc.<br />

<strong>Inventory</strong> balance indicator The indicator which specifies if inventory balance<br />

is an opening or closing balance.<br />

Order number customer The unique number given by the customer to<br />

identify a order.<br />

Order item number customer The unique number given by the customer to<br />

identify a order item within a order message.<br />

Order number supplier The unique number given by the supplier to identify<br />

a order.<br />

Order item number supplier The unique number given by the supplier to identify<br />

a order item within a order message.<br />

Customers article number The unique number given by the customer to<br />

identify an article<br />

M n..6<br />

M an..35<br />

Yes C an..3<br />

Yes C an..3<br />

C an..35<br />

C an..6<br />

C an..35<br />

C an..6<br />

C an..35


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

<strong>Inventory</strong> balance item<br />

Attributes Description Code list Data type<br />

Suppliers article number The unique number given by the supplier to identify<br />

an article<br />

C an..35<br />

Article description The textual description of an article. C an..999<br />

Number of package The number of packages C n 6<br />

Number of pieces The number of pieces in the inventory balance item. C n..35<br />

Product group, coded The code identifying the steel product main group<br />

(Long products, flat carbon steel products…).<br />

Yes C an..7<br />

Product category, coded The code identifying the main condition category of<br />

steel products (rolled, heat treated, drawn, rolled..).<br />

Yes C an..7<br />

Product sub-category, coded The code identifying the sub category of the main<br />

condition category of steel products.<br />

Yes C an..7<br />

Product form, coded The code identifying the product form of steel<br />

products.<br />

Yes C an..7<br />

Product shape, coded The code identifying the product shape of steel<br />

products.<br />

Yes C an..7<br />

Rolling family, coded The code identifying the rolling family of steel<br />

products.<br />

Yes C an..35<br />

Product designation, coded The code identifying the product designation of<br />

long steel products.<br />

Yes C an..7<br />

Registered trade mark The identification of a trade mark of a steel grade. C an..35<br />

Registered trade mark steel grade<br />

name<br />

Name of a steel grade of a registered trade mark. C an..35<br />

<strong>Inventory</strong> balance item free text The free text information related to the complete<br />

inventory balance item.<br />

C an..999<br />

Package information<br />

Attributes Description Code list Data type<br />

Type of package The code specifying the type of package. Yes C an.35<br />

Serial number The unique number given by the supplier to identify<br />

a package.<br />

M an..35<br />

Marks and numbers These are all the kinds of information that must be<br />

printed on the transport label of the package units.<br />

C an..350<br />

Marking label number Number requested to be put on the label of the<br />

package unit(s).<br />

C an..35<br />

Gross weight of the package The total gross weight of the package. C n..15<br />

Serial number warehouse The unique number given by the warehouse to<br />

identify a package<br />

C an..17<br />

Physical location in warehouse The identification of the location of the package in<br />

the warehouse<br />

C an..70<br />

9


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Dimensions<br />

Attributes<br />

10<br />

Description Code list Data type<br />

Dimension type Code specifying the type of a dimension (height,<br />

width,…).<br />

Yes M an..3<br />

Dimension value The value of a dimension. C n..18<br />

Dimension minimum value The minimum value of a dimension. C n..18<br />

Dimension maximum value The maximum value of a dimension. C n..18<br />

Steel grade designation<br />

Attributes Description Code list Data type<br />

Steel grade standard name The identification of a steel grade standard. C an..35<br />

Steel grade standard country code The identification of the country issuing the steel<br />

grade standard.<br />

Yes C an..3<br />

Steel grade standard year of issue The year of issue of the steel grade standard. C an..4<br />

Steel grade name Name of a steel grade of a steel grade standard. C an..35<br />

Steel grade number Identification number assigned to a steel grade<br />

name of a steel grade standard<br />

C an..35<br />

Temper Code specifying the level of mechanical properties<br />

aimed by the customer (used for packaging steel).<br />

Yes C an..35<br />

Steel type Code specifying the level of chemical properties<br />

aimed by the customer (used for packaging steel).<br />

Yes C an..35


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Party identification<br />

Attributes Description Code list Data type<br />

Party name The name of the party involved in a transaction. C an..35<br />

Responsible agency The code identifying the agency responsible for the<br />

attribution of the identification.<br />

Yes M an..3<br />

Party identification, coded The code identifying a party involved in a<br />

transaction.<br />

M an..35<br />

Additional i.d. identification<br />

Attributes Description Code list Data type<br />

Responsible agency The code identifying the agency responsible for the<br />

attribution of the identification.<br />

Party identification, coded The code identifying a party involved in the<br />

transaction.<br />

Address - Unstructured details<br />

11<br />

Yes M an..3<br />

M an..35<br />

Attributes Description Code list Data type<br />

Address line 1 The first line of the address. M an..35<br />

Address line 2 The second line of the address. C an..35<br />

Address line 3 The third line of the address. C an..35<br />

Address line 4 The fourth line of the address. C an..35<br />

Address line 5 The fifth line of the address. C an..35<br />

Postal code The national postal code (ZIP code) of the address. C an..17<br />

City name The name of a city. C an..35<br />

State or province name The name of a state or province in a country. C an..35<br />

Country Code The Country code specified in ISO 3166 – 1993<br />

(2 alpha positions)<br />

C an..2<br />

Country name The name of the country. C an..35<br />

Location identifier The unique identification of a location based on the<br />

Duns (Duns & Bradstreet) number of the company<br />

followed by four numeric digits.<br />

C an..35<br />

Address - Structured details<br />

Attributes Description Code list Data type<br />

Building name The name of a building. C an..70<br />

Street name The name of a street. C an..70<br />

District name The name of a part of a city. C an..35<br />

District sub-division name The name of a sub-division of a district of a city.. C an..35<br />

Postal code The national postal code (ZIP code) of the address. C an..17<br />

City name The name of a city. C an..35<br />

State or province name The name of a state or province in a country. C an..35<br />

Country Code The Country code specified in ISO 3166 – 1993<br />

(2 alpha positions)<br />

C an..2<br />

Country name The name of the country. C an..35<br />

Location identifier The unique identification of a location based on the<br />

Duns (Duns & Bradstreet) number of the company<br />

followed by four numeric digits.<br />

C an..35


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Address – Post box details<br />

Attributes Description Code list Data type<br />

Post office box The post office box identifier. M an..17<br />

Postal code The national postal code (ZIP code) of the address. M an..17<br />

City name The name of a city. C an..35<br />

State or province name The name of a state or province in a country. C an..35<br />

Country Code The Country code specified in ISO 3166 – 1993<br />

(2 alpha positions)<br />

C an..2<br />

Country name The name of the country. C an..35<br />

Contact data<br />

Attributes Description Code list Data type<br />

Contact name The Name of a contact person or department. M an..35<br />

Contact function code The code specifying the function of a contact (e.g.<br />

department or person).<br />

Yes C an..3<br />

Contact Identifier The unique identifier of a contact person or<br />

department<br />

C an..35<br />

Telephone number The telephone number including the country code. C an..35<br />

Extension number The number of the telephone extension. C an..35<br />

Mobile telephone number The mobile telephone number including the country<br />

code.<br />

C an..35<br />

Fax number The facsimile number including the country code. C an..35<br />

E-mail address The email address. C an..512<br />

12


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

2.3. Attribute code lists<br />

Date time format Use the date time format of the international standard ISO 8601<br />

<strong>Inventory</strong> balance type, coded Code list UN-EDIFACT data element 4503<br />

Code Description<br />

1 Book-keeping inventory balance<br />

2 Formal inventory balance<br />

3 Interim inventory balance<br />

<strong>Inventory</strong> balance indicator, coded Code list UN-EDIFACT data element 6063<br />

Code Description<br />

157 Opening stock balance quantity<br />

158 Closing stock balance quantity<br />

Nature of inventory, coded Code list UN-EDIFACT data element 7491<br />

Code Description<br />

1 Accepted product inventory<br />

2 Damaged product inventory<br />

3 Bonded inventory<br />

4 Reserved inventory<br />

5 Invoiced product inventory<br />

Type of package Code list UN-EDIFACT data element 7065<br />

Code Description<br />

BE Bundle<br />

BX Box<br />

CL Coil<br />

FR Frame<br />

NE Unpacked or unpackaged<br />

PK Package<br />

PX Pallet<br />

SL Sheetmetal<br />

SZ Sheets in bundle/bunch/truss<br />

13


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

Dimension type Code list UN-EDIFACT data element 6313<br />

Code Description<br />

DI Diameter<br />

HT Height dimension<br />

LN Length dimension<br />

TH Thickness dimension<br />

WD Width dimension<br />

Product group, coded Product category, coded Product shape, coded<br />

Product sub-category, coded Product form, coded Rolling family<br />

Product designation, coded<br />

See the code list present in the manual of Product information.<br />

Responsible agency Code list UN-EDIFACT data element 3055<br />

Code Description<br />

5 ISO (International Organisation for Standardisation)<br />

10 ODETTE<br />

16 US, D&B (Dun & Bradstreet Corporation)<br />

17 S.W.I.F.T.<br />

58 EUROFER<br />

90 Assigned by manufacturer<br />

91 Assigned by seller or seller’s agent<br />

92 Assigned by buyer or buyer’s agent<br />

Contact function code Code list UN-EDIFACT data element 3139<br />

Code Description<br />

AD Accounting contact<br />

BD New development contact<br />

CR Customer relations<br />

DL Delivery contact<br />

GR Goods receiving contact<br />

OC Order contact<br />

IC Information contact<br />

MC Material control contact<br />

SU Supplier contact<br />

14


ESIDEL - Definition of the <strong>Inventory</strong> balance<br />

All information provided in this documentation is provided "as is" without any warranties of any<br />

kind including warranties of accuracy, fitness for a particular purpose, or non-infringement or<br />

intellectual property.<br />

EUROFER shall not be held responsible for any errors or any loss resulting from any use of this<br />

document or the specification herein.<br />

The materials contained in this document may be copied provided that ALL copies retain the<br />

copyright and any other proprietary notices contained on the materials. No material may be<br />

modified, edited or taken out of context such that its use creates a false or misleading statement or<br />

impression as to the positions, statements or actions of the publisher.<br />

©2003 EUROFER. All rights reserved. All countries<br />

15

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