256 Periodic Annuity Compensation
256 Periodic Annuity Compensation
Function Group PE
This Draft Standard for Trial Use contains the format and establishes the data contents of the Periodic Annuity Compensation Transaction Set (256) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to report annuity compensation data, including compensation amounts, compensation earned, compensation paid, adjustments and balances.
Position
Segment
Name
Max Use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning Segment for Commission Sales ReportMandatory
Max 1
To indicate the beginning of a commission sales report transaction set and transmit reporting period dates
030
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
040
Reference IdentificationOptional
Max 9
To transmit identifying information as specified by the Reference Identification Qualifier
050
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
NM1Loop
Optional
Repeat 2
060
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
070
Address InformationOptional
Max 3
To specify the location of the named party
080
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
090
Reference IdentificationOptional
Max 9
To specify identifying information
100
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
Position
Segment
Name
Max Use
N1Loop
Mandatory
Repeat >1
010
NameMandatory
Max 1
To identify a party by type of organization, name, and code
020
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
030
Reference IdentificationOptional
Max 9
To specify identifying information
040
Address InformationOptional
Max 3
To specify the location of the named party
050
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
BLILoop
Optional
Repeat >1
060
Baseline Item DataMandatory
Max 1
To specify basic item data: item identification, quantity, and price
070
Reference IdentificationOptional
Max 9
To specify identifying information
080
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
090
Monetary AmountOptional
Max 9
To indicate the total monetary amount
100
Balance InformationOptional
Max 9
To provide specific balance information for financial account reporting
NM1Loop
Optional
Repeat >1
110
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
120
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
130
Reference IdentificationOptional
Max 9
To specify identifying information
140
Address InformationOptional
Max 3
To specify the location of the named party
150
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
160
Demographic InformationOptional
Max 1
To supply demographic information
170
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
AM1Loop
Optional
Repeat >1
180
Informational ValuesMandatory
Max 1
To specify a code and the amount, quantity associated with it, or both
190
Reference IdentificationOptional
Max 9
To specify identifying information
200
InformationOptional
Max 9
To report information
210
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
AMTLoop
Optional
Repeat >1
220
Monetary AmountMandatory
Max 1
To indicate the total monetary amount
230
Reference IdentificationOptional
Max 1
To specify identifying information
240
Message TextOptional
Max 9
To provide a free-form format that allows the transmission of text information
RPALoop
Optional
Repeat >1
250
Rate Amounts or PercentsMandatory
Max 1
To identify rate amounts or percents for a specific cost or other line item
260
InformationOptional
Max 9
To report information
ENTLoop
Optional
Repeat >1
270
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
280
Reference IdentificationOptional
Max 9
To specify identifying information
290
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
300
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
310
Address InformationOptional
Max 3
To specify the location of the named party
320
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
330
AdjustmentOptional
Max 9
To convey accounts-payable adjustment information for the purpose of cash application, including payer-generated debit/credit memos
340
Monetary AmountOptional
Max 9
To indicate the total monetary amount
350
Balance InformationOptional
Max 9
To provide specific balance information for financial account reporting
360
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)