# Aperçu de ZUGFeRD

## Einführung

ZUGFeRD (Zentraler User Guide des Forums elektronische Rechnung Deutschland) ist ein deutscher E-Invoicing-Standard, der auf der UN/CEFACT Cross Industry Invoice (CII) und dem ISO-Standard 19005-3 (PDF/A-3) basiert. Er ermöglicht den Austausch strukturierter Rechnungsdaten in einer PDF-Datei.

DocBits extrahiert Felder aus ZUGFeRD-Dokumenten und gleicht sie mit Infor ERP-Systemen (M3, LN) unter Verwendung von OAGIS BOD-Standards ab.

## Unterstützte ZUGFeRD-Versionen

DocBits unterstützt mehrere Versionen des ZUGFeRD-Standards:

* [ZUGFeRD 1.0](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-1-0)
* [ZUGFeRD 2.0](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-0)
* [ZUGFeRD 2.1 (Factur-X 1.0)](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-1)
* [ZUGFeRD 2.2](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-2)
* [ZUGFeRD 2.3](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-3)
* [ZUGFeRD 2.3.2](https://docs-fr.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-3-2)

## Vollständige Header-Feldzuordnung

### Invoice Identification

| ZUGFeRD CII Path                  | DocBits Field       | Infor BOD Field    | Type   | Description        |
| --------------------------------- | ------------------- | ------------------ | ------ | ------------------ |
| `ExchangedDocument/ID`            | `INVOICE_NUMBER`    | `DocumentID`       | STRING | Invoice number     |
| `ExchangedDocument/TypeCode`      | `INVOICE_TYPE_CODE` | `DocumentType`     | STRING | Invoice type code  |
| `ExchangedDocument/IssueDateTime` | `INVOICE_DATE`      | `DocumentDateTime` | DATE   | Invoice issue date |
| `ExchangedDocument/IncludedNote`  | `INVOICE_NOTE`      | `Note`             | STRING | Invoice notes      |

### Document References

| ZUGFeRD CII Path                      | DocBits Field     | Infor BOD Field   | Type   | Description             |
| ------------------------------------- | ----------------- | ----------------- | ------ | ----------------------- |
| `BuyerOrderReferencedDocument/ID`     | `PURCHASE_ORDER`  | `CustomerOrderID` | STRING | Purchase order number   |
| `ContractReferencedDocument/ID`       | `CONTRACT_NUMBER` | `ContractID`      | STRING | Contract reference      |
| `DespatchAdviceReferencedDocument/ID` | `DELIVERY_NOTE`   | `ShipmentID`      | STRING | Delivery note reference |

### Dates

| ZUGFeRD CII Path                                    | DocBits Field          | Infor BOD Field      | Type | Description          |
| --------------------------------------------------- | ---------------------- | -------------------- | ---- | -------------------- |
| `ExchangedDocument/IssueDateTime`                   | `INVOICE_DATE`         | `DocumentDateTime`   | DATE | Invoice date         |
| `ActualDeliverySupplyChainEvent/OccurrenceDateTime` | `DELIVERY_DATE`        | `ActualShipDateTime` | DATE | Delivery/ship date   |
| `SpecifiedTradePaymentTerms/DueDateDateTime`        | `DUE_DATE`             | `PaymentDueDateTime` | DATE | Payment due date     |
| `BillingSpecifiedPeriod/StartDateTime`              | `BILLING_PERIOD_START` | `BillingPeriodStart` | DATE | Billing period start |
| `BillingSpecifiedPeriod/EndDateTime`                | `BILLING_PERIOD_END`   | `BillingPeriodEnd`   | DATE | Billing period end   |

### Supplier (Seller) Information

| ZUGFeRD CII Path                                                       | DocBits Field        | Infor BOD Field       | Type   | Description             |
| ---------------------------------------------------------------------- | -------------------- | --------------------- | ------ | ----------------------- |
| `SellerTradeParty/ID`                                                  | `VENDOR_ID`          | `SupplierPartyID`     | STRING | Supplier ID             |
| `SellerTradeParty/GlobalID`                                            | `VENDOR_GLN`         | `SupplierPartyGLN`    | STRING | Global Location Number  |
| `SellerTradeParty/Name`                                                | `VENDOR_NAME`        | `SupplierPartyName`   | STRING | Supplier name           |
| `SellerTradeParty/PostalTradeAddress/Line1`                            | `VENDOR_ADDRESS`     | `SupplierAddress1`    | STRING | Address line 1          |
| `SellerTradeParty/PostalTradeAddress/Line2`                            | `VENDOR_ADDRESS_2`   | `SupplierAddress2`    | STRING | Address line 2          |
| `SellerTradeParty/PostalTradeAddress/PostcodeCode`                     | `VENDOR_POSTAL_CODE` | `SupplierPostalCode`  | STRING | Postal code             |
| `SellerTradeParty/PostalTradeAddress/CityName`                         | `VENDOR_CITY`        | `SupplierCity`        | STRING | City                    |
| `SellerTradeParty/PostalTradeAddress/CountryID`                        | `VENDOR_COUNTRY`     | `SupplierCountryCode` | STRING | Country code            |
| `SellerTradeParty/SpecifiedTaxRegistration/ID`                         | `VAT_NO_EXTRACTED`   | `SupplierTaxID`       | STRING | VAT registration number |
| `SellerTradeParty/DefinedTradeContact/EmailURIID`                      | `VENDOR_EMAIL`       | `SupplierEmail`       | STRING | Email                   |
| `SellerTradeParty/DefinedTradeContact/TelephoneUniversalCommunication` | `VENDOR_PHONE`       | `SupplierPhone`       | STRING | Phone                   |

### Buyer Information

| ZUGFeRD CII Path                                  | DocBits Field         | Infor BOD Field       | Type   | Description            |
| ------------------------------------------------- | --------------------- | --------------------- | ------ | ---------------------- |
| `BuyerTradeParty/ID`                              | `COMPANY_ID`          | `CustomerPartyID`     | STRING | Customer ID            |
| `BuyerTradeParty/GlobalID`                        | `COMPANY_GLN`         | `CustomerPartyGLN`    | STRING | Global Location Number |
| `BuyerTradeParty/Name`                            | `COMPANY_NAME`        | `CustomerPartyName`   | STRING | Company name           |
| `BuyerTradeParty/PostalTradeAddress/Line1`        | `COMPANY_ADDRESS`     | `CustomerAddress1`    | STRING | Address line 1         |
| `BuyerTradeParty/PostalTradeAddress/PostcodeCode` | `COMPANY_POSTAL_CODE` | `CustomerPostalCode`  | STRING | Postal code            |
| `BuyerTradeParty/PostalTradeAddress/CityName`     | `COMPANY_CITY`        | `CustomerCity`        | STRING | City                   |
| `BuyerTradeParty/PostalTradeAddress/CountryID`    | `COMPANY_COUNTRY`     | `CustomerCountryCode` | STRING | Country code           |
| `BuyerTradeParty/SpecifiedTaxRegistration/ID`     | `COMPANY_VAT_ID`      | `CustomerTaxID`       | STRING | VAT ID                 |

### Payment Information

| ZUGFeRD CII Path                                   | DocBits Field    | Infor BOD Field | Type   | Description               |
| -------------------------------------------------- | ---------------- | --------------- | ------ | ------------------------- |
| `PayeePartyCreditorFinancialAccount/IBANID`        | `IBAN_EXTRACTED` | `PayeeIBAN`     | STRING | IBAN                      |
| `PayeeSpecifiedCreditorFinancialInstitution/BICID` | `BIC`            | `PayeeBIC`      | STRING | BIC/SWIFT code            |
| `SpecifiedTradePaymentTerms/Description`           | `PAYMENT_TERMS`  | `PaymentTerms`  | STRING | Payment terms description |
| `SpecifiedTradeSettlementPaymentMeans/TypeCode`    | `PAYMENT_METHOD` | `PaymentMethod` | STRING | Payment method code       |

### Currency & Amounts (Header Level)

| ZUGFeRD CII Path       | DocBits Field      | Infor BOD Field        | Type   | Description      |
| ---------------------- | ------------------ | ---------------------- | ------ | ---------------- |
| `InvoiceCurrencyCode`  | `CURRENCY`         | `CurrencyCode`         | STRING | Invoice currency |
| `TaxBasisTotalAmount`  | `TOTAL_NET_AMOUNT` | `TaxBasisTotalAmount`  | AMOUNT | Total net amount |
| `TaxTotalAmount`       | `TOTAL_TAX_AMOUNT` | `TaxTotalAmount`       | AMOUNT | Total tax amount |
| `GrandTotalAmount`     | `TOTAL_AMOUNT`     | `GrandTotalAmount`     | AMOUNT | Grand total      |
| `DuePayableAmount`     | `AMOUNT_DUE`       | `DuePayableAmount`     | AMOUNT | Amount due       |
| `TotalPrepaidAmount`   | `PREPAID_AMOUNT`   | `TotalPrepaidAmount`   | AMOUNT | Prepaid amount   |
| `AllowanceTotalAmount` | `NEGATIVE_AMOUNT`  | `AllowanceTotalAmount` | AMOUNT | Total allowances |
| `ChargeTotalAmount`    | `CHARGES`          | `ChargeTotalAmount`    | AMOUNT | Total charges    |

### Tax Breakdown (Multiple Tax Rates)

| ZUGFeRD CII Path                              | DocBits Field  | Infor BOD Field  | Type   | Description          |
| --------------------------------------------- | -------------- | ---------------- | ------ | -------------------- |
| `ApplicableTradeTax[1]/RateApplicablePercent` | `TAX_RATE`     | `TaxPercent`     | NUMBER | Tax rate 1           |
| `ApplicableTradeTax[1]/BasisAmount`           | `NET_AMOUNT`   | `TaxableAmount`  | AMOUNT | Net amount for tax 1 |
| `ApplicableTradeTax[1]/CalculatedAmount`      | `TAX_AMOUNT`   | `TaxAmount`      | AMOUNT | Tax amount 1         |
| `ApplicableTradeTax[2]/RateApplicablePercent` | `TAX_RATE_2`   | `TaxPercent2`    | NUMBER | Tax rate 2           |
| `ApplicableTradeTax[2]/BasisAmount`           | `NET_AMOUNT_2` | `TaxableAmount2` | AMOUNT | Net amount for tax 2 |
| `ApplicableTradeTax[2]/CalculatedAmount`      | `TAX_AMOUNT_2` | `TaxAmount2`     | AMOUNT | Tax amount 2         |

## Mappage complet des lignes d'articles (tableau)

### Line Identification

| ZUGFeRD CII Path                         | DocBits Field          | Infor BOD Field   | Type   | Description          |
| ---------------------------------------- | ---------------------- | ----------------- | ------ | -------------------- |
| `AssociatedDocumentLineDocument/LineID`  | `POSITION`             | `LineNumber`      | STRING | Line number          |
| `SpecifiedTradeProduct/BuyerAssignedID`  | `ITEM_NUMBER`          | `BuyerItemID`     | STRING | Buyer's item number  |
| `SpecifiedTradeProduct/SellerAssignedID` | `SUPPLIER_ITEM_NUMBER` | `SellerItemID`    | STRING | Seller's item number |
| `SpecifiedTradeProduct/GlobalID`         | `ITEM_CODE`            | `ItemCode`        | STRING | Global ID (GTIN/EAN) |
| `SpecifiedTradeProduct/Name`             | `DESCRIPTION`          | `ItemDescription` | STRING | Item description     |

### Line References

| ZUGFeRD CII Path                          | DocBits Field    | Infor BOD Field           | Type   | Description          |
| ----------------------------------------- | ---------------- | ------------------------- | ------ | -------------------- |
| `BuyerOrderReferencedDocument/ID`         | `PURCHASE_ORDER` | `CustomerOrderID`         | STRING | Line-level PO number |
| `BuyerOrderReferencedDocument/LineID`     | `PO_LINE_NUMBER` | `CustomerOrderLineNumber` | STRING | PO line number       |
| `DespatchAdviceReferencedDocument/ID`     | `DELIVERY_NOTE`  | `ShipmentID`              | STRING | Delivery note        |
| `DespatchAdviceReferencedDocument/LineID` | `DELIVERY_LINE`  | `ShipmentLineNumber`      | STRING | Delivery line        |

### Quantities & Units

| ZUGFeRD CII Path           | DocBits Field      | Infor BOD Field    | Type   | Description          |
| -------------------------- | ------------------ | ------------------ | ------ | -------------------- |
| `BilledQuantity`           | `QUANTITY`         | `InvoicedQuantity` | NUMBER | Billed quantity      |
| `BilledQuantity/@unitCode` | `UNIT`             | `UnitCode`         | STRING | Unit of measure code |
| `PackageQuantity`          | `PACKAGE_QUANTITY` | `PackageQuantity`  | NUMBER | Number of packages   |

### Pricing

| ZUGFeRD CII Path                           | DocBits Field             | Infor BOD Field    | Type   | Description          |
| ------------------------------------------ | ------------------------- | ------------------ | ------ | -------------------- |
| `NetPriceProductTradePrice/ChargeAmount`   | `UNIT_PRICE`              | `UnitPrice`        | AMOUNT | Net unit price       |
| `GrossPriceProductTradePrice/ChargeAmount` | `GROSS_PRICE`             | `GrossUnitPrice`   | AMOUNT | Gross unit price     |
| `NetPriceProductTradePrice/BasisQuantity`  | `UNIT_PRICE_PER_QUANTITY` | `PricePerQuantity` | NUMBER | Price basis quantity |

### Line Amounts

| ZUGFeRD CII Path             | DocBits Field  | Infor BOD Field  | Type   | Description     |
| ---------------------------- | -------------- | ---------------- | ------ | --------------- |
| `LineTotalAmount`            | `TOTAL_AMOUNT` | `ExtendedAmount` | AMOUNT | Line total      |
| `TotalAllowanceChargeAmount` | `NET_AMOUNT`   | `NetAmount`      | AMOUNT | Line net amount |

### Line Tax

| ZUGFeRD CII Path                           | DocBits Field  | Infor BOD Field   | Type   | Description   |
| ------------------------------------------ | -------------- | ----------------- | ------ | ------------- |
| `ApplicableTradeTax/RateApplicablePercent` | `VAT`          | `TaxPercent`      | NUMBER | VAT rate      |
| `ApplicableTradeTax/TypeCode`              | `TAX_CODE`     | `TaxCode`         | STRING | Tax type code |
| `ApplicableTradeTax/CategoryCode`          | `TAX_CATEGORY` | `TaxCategoryCode` | STRING | Tax category  |

### Allowances & Charges (Line Level)

| ZUGFeRD CII Path                                 | DocBits Field      | Infor BOD Field    | Type   | Description          |
| ------------------------------------------------ | ------------------ | ------------------ | ------ | -------------------- |
| `AppliedTradeAllowanceCharge/ActualAmount`       | `DISCOUNT`         | `AllowanceAmount`  | AMOUNT | Discount amount      |
| `AppliedTradeAllowanceCharge/CalculationPercent` | `DISCOUNT_PERCENT` | `AllowancePercent` | NUMBER | Discount percentage  |
| `AppliedTradeAllowanceCharge/ActualAmount`       | `SURCHARGE`        | `ChargeAmount`     | AMOUNT | Surcharge amount     |
| `AppliedTradeAllowanceCharge/Reason`             | `ALLOWANCE_REASON` | `AllowanceReason`  | STRING | Reason for allowance |

### Additional Line Fields

| ZUGFeRD CII Path                                              | DocBits Field            | Infor BOD Field         | Type   | Description            |
| ------------------------------------------------------------- | ------------------------ | ----------------------- | ------ | ---------------------- |
| `SpecifiedTradeProduct/OriginTradeCountry/ID`                 | `COUNTRY_OF_ORIGIN`      | `CountryOfOrigin`       | STRING | Country of origin      |
| `SpecifiedTradeProduct/ApplicableProductCharacteristic/Value` | `PRODUCT_CHARACTERISTIC` | `ProductCharacteristic` | STRING | Product characteristic |
| `ActualDeliverySupplyChainEvent/OccurrenceDateTime`           | `DELIVERY_DATE`          | `ActualDeliveryDate`    | DATE   | Line delivery date     |