Orders

These standard formats are available for orders: Workist XML (default), SAP IDoc ORDERS05, openTRANS 2.1, cXML OrderRequest and ANSI X12 850. Workist builds formats such as EDIFACT, EDX, proALPHA or Excel on request, see Custom formats on request.

All examples on this page were generated with the Workist serializers from the same sample data. General rules on file names, date and number formats are in the overview.

Workist XML

File extension: .xml
File name: <ID>.xml

The default format for orders. The file has four sections:

General: order header data
Invoicing: invoice address
Shipping: delivery address and delivery dates
Line: one element per line item

Which elements appear depends on your channel's header and line item fields. Workist omits empty fields. Dates have the format YYYY-MM-DD. Decimal numbers use a decimal comma without trailing zeros by default (1487,5).

Full example

<?xml version="1.0" encoding="utf-8"?>
<Order_v1>
  <General>
    <Sell_to_Customer>
      <Customer_Number>CUST-12345</Customer_Number>
      <Name>Acme Corporation</Name>
      <Contact_Number>CP-001</Contact_Number>
      <Contact>Max Mustermann</Contact>
      <Contact_Email>max@acme.de</Contact_Email>
      <Contact_Phone>+49 89 12345678</Contact_Phone>
      <Country>DE</Country>
      <Country_Subdivision>BY</Country_Subdivision>
      <Customer_Type>regular</Customer_Type>
    </Sell_to_Customer>
    <Dispatch_Contact>
      <Contact_Number>CP-007</Contact_Number>
      <Contact>Erika Versand</Contact>
      <Contact_Email>shipping@acme.de</Contact_Email>
      <Contact_Phone>+49 89 12345679</Contact_Phone>
    </Dispatch_Contact>
    <Order_Date>2025-03-15</Order_Date>
    <VAT_Registration_Number>DE123456789</VAT_Registration_Number>
    <Customer_Order_Number>PO-2025-0001</Customer_Order_Number>
    <Quote_Reference_Number>QT-2025-100</Quote_Reference_Number>
    <Project_Number>PRJ-500</Project_Number>
    <Distribution_Channel>10</Distribution_Channel>
    <Order_Type>standard</Order_Type>
    <Delivery_Terms>DDP</Delivery_Terms>
    <Shipping_Terms>express</Shipping_Terms>
    <Payment_Terms>net 30</Payment_Terms>
    <Total_Amount_Net>1250</Total_Amount_Net>
    <Total_Amount>1487,5</Total_Amount>
    <Framework_Contract_Number>FC-2025-200</Framework_Contract_Number>
    <Goods_Receiving_Time>08:00-16:00</Goods_Receiving_Time>
    <Info_Text>Please deliver to loading dock B. Handle with care - fragile items, do</Info_Text>
    <Info_Text>not stack pallets.</Info_Text>
    <Commission_Number>COM-999</Commission_Number>
    <Incoterm>DAP</Incoterm>
    <Delivery_Unload_Method>forklift</Delivery_Unload_Method>
    <External_Document_Link>9f8c2b7e-4d1a-4c3e-9b6f-2a7d5e1c0b34.pdf</External_Document_Link>
    <Workist_URL>https://wb.workist.com/orders/3f2b8c1e-5a7d-4e19-8c2f-6b0d9a4e7c15</Workist_URL>
    <Received_By>max@acme.de</Received_By>
    <ERP_Locked>false</ERP_Locked>
    <Additional_Files>
      <Additional_File>
        <File_Name>9f8c2b7e-4d1a-4c3e-9b6f-2a7d5e1c0b34_file_1.pdf</File_Name>
        <Classification>DELIVERY_NOTE</Classification>
        <File_Name_Original>delivery-schedule.pdf</File_Name_Original>
      </Additional_File>
    </Additional_Files>
  </General>
  <Invoicing>
    <Bill_to_Customer>
      <Code>BILL-001</Code>
      <Name>Accounts Payable</Name>
      <Additional_Name_Info>Acme Corporation GmbH</Additional_Name_Info>
      <Address>Billing Strasse 10</Address>
      <Additional_Address_Info>Building C, 3rd Floor</Additional_Address_Info>
      <City>Munich</City>
      <Post_Code>80331</Post_Code>
      <Country>DE</Country>
      <Country_Subdivision>BY</Country_Subdivision>
      <Phone>+49 89 11111111</Phone>
      <Email>billing@acme.de</Email>
    </Bill_to_Customer>
  </Invoicing>
  <Shipping>
    <Ship_to_Customer>
      <Code>SHIP-002</Code>
      <Name>Warehouse Team</Name>
      <Additional_Name_Info>Acme Corporation GmbH</Additional_Name_Info>
      <Address>Lager Strasse 5</Address>
      <Additional_Address_Info>Gate 3</Additional_Address_Info>
      <City>Hamburg</City>
      <Post_Code>20095</Post_Code>
      <Country>DE</Country>
      <Country_Subdivision>HH</Country_Subdivision>
      <Phone>+49 40 22222222</Phone>
      <Email>warehouse@acme.de</Email>
    </Ship_to_Customer>
    <Expected_Delivery_Date>2025-04-01</Expected_Delivery_Date>
    <Expected_Delivery_End_Date>2025-04-05</Expected_Delivery_End_Date>
    <Expected_Delivery_Time_From>08:00</Expected_Delivery_Time_From>
    <Expected_Delivery_Time_Until>16:00</Expected_Delivery_Time_Until>
    <Goods_Issue_Date>2025-03-28</Goods_Issue_Date>
  </Shipping>
  <Line>
    <Batch_Number>LOT-2025-A</Batch_Number>
    <Description>Industrial Sensor Module Type A</Description>
    <Unit_of_Measure>PCE</Unit_of_Measure>
    <Quantity>100</Quantity>
    <Unit_Price>12,5</Unit_Price>
    <Price_Unit>1</Price_Unit>
    <Total_Price>1250</Total_Price>
    <Line_Discount_Percent>5</Line_Discount_Percent>
    <Line_Discount_Amount>62,5</Line_Discount_Amount>
    <Item_Variant>blue</Item_Variant>
    <Common_Item_Number>ART-001-A</Common_Item_Number>
    <Common_Item_Number_2>ART-001-A-ALT</Common_Item_Number_2>
    <Common_Item_Number_3>4006381333931</Common_Item_Number_3>
    <Customer_Item_Number>CUST-ART-555</Customer_Item_Number>
    <Item_Number_Confidence>0,95</Item_Number_Confidence>
    <Expected_Delivery_Date>2025-04-01</Expected_Delivery_Date>
    <Expected_Delivery_Time_From>08:00</Expected_Delivery_Time_From>
    <Expected_Delivery_Time_Until>12:00</Expected_Delivery_Time_Until>
    <Goods_Issue_Date>2025-03-28</Goods_Issue_Date>
    <Commission_Number>COM-LINE-01</Commission_Number>
    <Sales_Organisation>1000</Sales_Organisation>
    <Pos>10</Pos>
    <Framework_Contract_Number>FC-2025-200</Framework_Contract_Number>
    <Quote_Reference_Number>QT-2025-100</Quote_Reference_Number>
    <Container_Quantity>10</Container_Quantity>
    <Container_Type>box</Container_Type>
    <Order_Number>SUB-ORD-001</Order_Number>
    <Sell_to_Customer>
      <Customer_Number>CUST-67890</Customer_Number>
      <Name>Acme Branch North</Name>
      <Customer_Address>
        <Name>Acme Branch North</Name>
        <Address>Nordring 7</Address>
        <City>Hamburg</City>
        <Post_Code>22303</Post_Code>
        <Country>DE</Country>
      </Customer_Address>
    </Sell_to_Customer>
    <Currency>EUR</Currency>
    <Article_Comments>Pack individually</Article_Comments>
    <Article_Markings>A1</Article_Markings>
    <Article_Markings>B2</Article_Markings>
  </Line>
</Order_v1>

General fields (`General`)

Element	Type	Description
`Sell_to_Customer`	Block	The ordering customer, filled from your customer master data
`Sell_to_Customer/Customer_Number`	Text	Customer number
`Sell_to_Customer/Name`	Text	Customer name
`Sell_to_Customer/Contact_Number`	Text	Number of the customer's contact person
`Sell_to_Customer/Contact`	Text	Name of the contact person
`Sell_to_Customer/Contact_Email`	Text	Contact person's email address
`Sell_to_Customer/Contact_Phone`	Text	Contact person's phone number
`Sell_to_Customer/Country`	Text	Country code of the customer address (e.g. `DE`)
`Sell_to_Customer/Country_Subdivision`	Text	State or region code of the customer address (e.g. `BY`)
`Sell_to_Customer/Customer_Type`	Text	Customer type from your master data
`Dispatch_Contact`	Block	Shipping contact at the customer. Only present if at least one value is filled
`Dispatch_Contact/Contact_Number`	Text	Number of the shipping contact
`Dispatch_Contact/Contact`	Text	Name of the shipping contact
`Dispatch_Contact/Contact_Email`	Text	Shipping contact's email address
`Dispatch_Contact/Contact_Phone`	Text	Shipping contact's phone number
`Order_Date`	Date	Order date
`VAT_Registration_Number`	Text	Customer's VAT ID
`Customer_Order_Number`	Text	Customer's order number
`Quote_Reference_Number`	Text	Number of the quote the order refers to
`Project_Number`	Text	Project number
`Distribution_Channel`	Text	Distribution channel or sales organisation
`Order_Type`	Text	Order type
`Delivery_Terms`	Text	Delivery terms
`Shipping_Terms`	Text	Shipping terms
`Payment_Terms`	Text	Payment terms
`Total_Amount_Net`	Decimal	Net total amount
`Total_Amount`	Decimal	Gross total amount
`Framework_Contract_Number`	Text	Framework contract number
`Goods_Receiving_Time`	Text	Goods receiving hours as stated on the order
`Info_Text`	Text	Free text. Workist splits it into chunks of 70 characters, one element per chunk, at most 5 elements; anything beyond is dropped
`Commission_Number`	Text	Commission number
`Incoterm`	Text	Incoterm (e.g. `DAP`)
`Delivery_Unload_Method`	Text	Unloading method at the delivery location
`External_Document_Link`	Text	File name of the original document Workist delivers next to the XML file (`<ID>.pdf`). Not a link
`Workist_URL`	Text	Link to the document in the Workbench
`Received_By`	Text	Sender address (From) of the email in which the document reached Workist
`ERP_Locked`	Boolean	`true` if a user marked the order as locked for downstream processing in the Workbench, otherwise `false`
`Additional_Files`	Block	Further attachments of the same email that Workist delivers with the order. Only present if additional files are enabled and matching attachments exist
`Additional_Files/Additional_File`	Block	One element per file
`Additional_Files/Additional_File/File_Name`	Text	File name under which Workist delivers the file (`<ID>_file_<n>.<extension>`)
`Additional_Files/Additional_File/Classification`	Text	Document type of the attachment: `ORDER`, `ORDER_CONFIRMATION`, `REQUEST_FOR_QUOTATION`, `INVOICE`, `DELIVERY_NOTE`, `OFFER` or `OTHER`
`Additional_Files/Additional_File/File_Name_Original`	Text	Original file name of the attachment

Invoice address, delivery address and delivery dates

Invoicing and Shipping only appear if at least one of their fields is filled.

Element	Type	Description
`Invoicing/Bill_to_Customer`	Block	Invoice address; fields see Address fields
`Shipping/Ship_to_Customer`	Block	Delivery address; fields see Address fields
`Shipping/Expected_Delivery_Date`	Date	Requested delivery date
`Shipping/Expected_Delivery_End_Date`	Date	End of the delivery period
`Shipping/Expected_Delivery_Time_From`	Text	Start of the delivery time window (`HH:MM`)
`Shipping/Expected_Delivery_Time_Until`	Text	End of the delivery time window (`HH:MM`)
`Shipping/Goods_Issue_Date`	Date	Goods issue date

Address fields

Bill_to_Customer, Ship_to_Customer and Customer_Address (in Line for collective orders) share this structure. An address block only appears if a name, company, street or city is filled.

Element	Type	Description
`Code`	Text	Address number from your master data
`Name`	Text	Recipient name; the company name if no name is filled
`Additional_Name_Info`	Text	Company name; only present if a name is filled as well
`Address`	Text	Street and house number. Always present, possibly empty
`Additional_Address_Info`	Text	Additional address line (e.g. building, gate)
`City`	Text	City. Always present, possibly empty
`Post_Code`	Text	Postcode. Always present, possibly empty
`Country`	Text	Country code (e.g. `DE`). Always present, possibly empty
`Country_Subdivision`	Text	State or region code (e.g. `BY`)
`Phone`	Text	Phone number
`Email`	Text	Email address

Line item fields (`Line`)

Workist writes one Line element per line item, provided at least one line item field is configured. The article numbers come from your article master data.

Element	Type	Description
`Batch_Number`	Text	Batch number
`Description`	Text	Article description
`Unit_of_Measure`	Text	Unit of measure
`Quantity`	Decimal	Ordered quantity
`Unit_Price`	Decimal	Unit price
`Price_Unit`	Decimal	Price unit: number of units the unit price refers to (e.g. `1` or `100`)
`Total_Price`	Decimal	Line total
`Line_Discount_Percent`	Text	Discount in percent, as stored in Workist
`Line_Discount_Amount`	Text	Discount amount, as stored in Workist
`Item_Variant`	Text	Article variant
`Common_Item_Number`	Text	Your article number (`article_id1` from your article master data)
`Common_Item_Number_2`	Text	Second article number (`article_id2`)
`Common_Item_Number_3`	Text	Third article number (`article_id3`, e.g. EAN)
`Customer_Item_Number`	Text	The customer's article number
`Item_Number_Confidence`	Decimal	Confidence of the automatic article match between 0 and 1, always with a decimal comma (e.g. `0,95`)
`Expected_Delivery_Date`	Date	Delivery date of the line
`Expected_Delivery_Time_From`	Text	Start of the line's delivery time window (`HH:MM`)
`Expected_Delivery_Time_Until`	Text	End of the line's delivery time window (`HH:MM`)
`Goods_Issue_Date`	Date	Goods issue date of the line
`Commission_Number`	Text	Commission number of the line
`Sales_Organisation`	Text	Sales organisation
`Pos`	Text	Line number
`Framework_Contract_Number`	Text	Framework contract number of the line
`Quote_Reference_Number`	Text	Quote number of the line
`Container_Quantity`	Text	Converted quantity (e.g. in containers), as stored in Workist
`Container_Type`	Text	Converted unit (e.g. `box`)
`Order_Number`	Text	Order number of the line (e.g. for collective orders)
`Sell_to_Customer`	Block	Customer of this line in collective orders
`Sell_to_Customer/Customer_Number`	Text	Customer number
`Sell_to_Customer/Name`	Text	Customer name
`Sell_to_Customer/Customer_Address`	Block	Address of this customer; fields see Address fields
`Currency`	Text	Currency of the line (e.g. `EUR`)
`Article_Comments`	Text	Comment on the line
`Article_Markings`	Text	Marking of the line; one element per marking

Optional elements

You switch some elements on in the channel configuration (see Exported processed documents):

External_Document_Link: Include reference to the analyzed file (on by default). The element contains the file name of the original document Workist stores next to the XML file.
Workist_URL: Include link to the Workbench.
Received_By: Include email sender information. If the document did not arrive by email, the element is missing.
ERP_Locked: Enter erp_locked under Additional header data fields. Users can then flag an order in the Workbench with Mark as locked for downstream processing.
Additional_Files: In the upload configuration, turn on Additional Files and pick the document types under Additional File Types. Workist then delivers matching attachments of the same email together with the order and lists them here.

SAP IDoc ORDERS05

File extension: .xml
File name: <IDoc number>.xml

The IDoc format for direct import into SAP. It consists of a control record (EDI_DC40) and data segments for header, dates, partners and line items. The same format exists for requests for quotation with message type REQOTE.

Full example

In this example the delivery and invoice addresses have an address number, so their address fields stay empty.

<?xml version="1.0" encoding="utf-8"?>
<ORDERS05>
  <IDOC BEGIN="1">
    <EDI_DC40 SEGMENT="1">
      <TABNAM>EDI_DC40</TABNAM>
      <MANDT>050</MANDT>
      <DOCNUM>0000000000004711</DOCNUM>
      <STATUS>30</STATUS>
      <DIRECT>2</DIRECT>
      <IDOCTYP>ORDERS05</IDOCTYP>
      <MESTYP>ORDERS</MESTYP>
      <STD>0</STD>
      <STDMES>ORDERS</STDMES>
      <SNDPOR>WORKIST</SNDPOR>
      <SNDPRT>LS</SNDPRT>
      <SNDPRN>WORKIST</SNDPRN>
      <RCVPOR>XML_WKI</RCVPOR>
      <RCVPRT>LS</RCVPRT>
      <RCVPRN>SUPPLIER</RCVPRN>
      <CREDAT>20250315</CREDAT>
      <CRETIM>143025</CRETIM>
    </EDI_DC40>
    <E1EDK01 SEGMENT="1">
      <ACTION>000</ACTION>
      <BELNR>PO-2025-0001</BELNR>
      <RECIPNT_NO>SUPPLIER</RECIPNT_NO>
    </E1EDK01>
    <E1EDK03 SEGMENT="1">
      <IDDAT>012</IDDAT>
      <DATUM>20250315</DATUM>
    </E1EDK03>
    <E1EDK03 SEGMENT="1">
      <IDDAT>002</IDDAT>
      <DATUM>20250401</DATUM>
    </E1EDK03>
    <E1EDKA1 SEGMENT="1">
      <PARVW>AG</PARVW>
      <PARTN>CUST-12345</PARTN>
    </E1EDKA1>
    <E1EDKA1 SEGMENT="1">
      <PARVW>Z1</PARVW>
      <PARTN>CP-001</PARTN>
      <NAME1>Max Mustermann</NAME1>
      <TELF1>+49 89 12345678</TELF1>
      <TELBX>max@acme.de</TELBX>
    </E1EDKA1>
    <E1EDKA1 SEGMENT="1">
      <PARVW>WE</PARVW>
      <PARTN>SHIP-002</PARTN>
      <NAME1 />
      <NAME2 />
      <STRAS />
      <ORT01 />
      <PSTLZ />
      <LAND1 />
    </E1EDKA1>
    <E1EDKA1 SEGMENT="1">
      <PARVW>RE</PARVW>
      <PARTN>BILL-001</PARTN>
      <NAME1 />
      <NAME2 />
      <STRAS />
      <ORT01 />
      <PSTLZ />
      <LAND1 />
    </E1EDKA1>
    <E1EDK02 SEGMENT="1">
      <QUALF>001</QUALF>
      <BELNR>PO-2025-0001</BELNR>
      <DATUM>20250315</DATUM>
    </E1EDK02>
    <E1EDP01 SEGMENT="1">
      <POSEX>0</POSEX>
      <ACTION>001</ACTION>
      <MENGE>100</MENGE>
      <MENEE>PCE</MENEE>
      <E1EDP03 SEGMENT="1">
        <IDDAT>002</IDDAT>
        <DATUM>20250401</DATUM>
        <UZEIT>000000</UZEIT>
      </E1EDP03>
      <E1EDP19 SEGMENT="1">
        <QUALF>002</QUALF>
        <IDTNR>ART-001-A</IDTNR>
      </E1EDP19>
    </E1EDP01>
  </IDOC>
</ORDERS05>

Segments

Element	Content
`EDI_DC40`	Control record. `TABNAM`, `STATUS` (`30`), `DIRECT` (`2`), `IDOCTYP` (`ORDERS05`), `STD` (`0`), `MESTYP` and `STDMES` (`ORDERS`) are fixed. `DOCNUM` is a sequential 16-digit IDoc number, `CREDAT`/`CRETIM` the creation time (UTC). Workist sets `MANDT`, `SNDPOR`, `SNDPRT`, `SNDPRN`, `RCVPOR`, `RCVPRT` and `RCVPRN` for you (see below).
`E1EDK01`	Document header: `ACTION` = `000`, `BELNR` = customer's order number (max. 35 characters), `RECIPNT_NO` = recipient number (configurable, max. 10).
`E1EDK03` (`IDDAT` = `012`)	`IDDAT` = `012`, `DATUM` = order date (`YYYYMMDD`). Required.
`E1EDK03` (`IDDAT` = `002`)	`IDDAT` = `002`, `DATUM` = requested delivery date (`YYYYMMDD`). Required.
`E1EDKA1` (`PARVW` = `AG`)	Sold-to party: `PARVW` = `AG`, `PARTN` = customer number (max. 17 characters).
`E1EDKA1` (`PARVW` = `Z1`)	Contact person: `PARVW` = `Z1`, `PARTN` = number (max. 30), `NAME1` = name (max. 35), `TELF1` = phone (max. 25), `TELBX` = email address (max. 25, longer addresses are cut off). Only present if at least one value is filled.
`E1EDKA1` (`PARVW` = `WE`)	Ship-to party, always present: `PARVW` = `WE`, `PARTN` = address number of the delivery address. `NAME1` = company, `NAME2` = name, `STRAS` = street, `ORT01` = city (max. 35 characters each), `PSTLZ` = postcode (max. 9), `LAND1` = country code (max. 3). If an address number exists, these fields stay empty.
`E1EDKA1` (`PARVW` = `RE`)	Bill-to party: `PARVW` = `RE`, `PARTN` = address number of the invoice address. `NAME1` = company, `NAME2` = name, `STRAS` = street, `ORT01` = city (max. 35 characters each), `PSTLZ` = postcode (max. 9), `LAND1` = country code (max. 3). If an address number exists, these fields stay empty. Only present if the invoice address is one of your channel's header fields.
`E1EDK02` (`QUALF` = `001`)	`QUALF` = `001`, `BELNR` = order number, `DATUM` = order date.
`E1EDP01`	One per line: `POSEX` = running number starting at `0` (not the order's line number), `ACTION` = `001`, `MENGE` = quantity (max. 15 characters), `MENEE` = unit of measure as stored in Workist.
`E1EDP03` (`IDDAT` = `002`)	Delivery date of the line: `IDDAT` = `002`, `DATUM` (`YYYYMMDD`), `UZEIT` = `000000`. Only if the line has a delivery date.
`E1EDP19` (`QUALF` = `002`)	`QUALF` = `002`, `IDTNR` = your article number (max. 35 characters).

Settings

Workist sets these values during setup to match your SAP system. Longer values are cut off.

Field	Default	Max. characters
`MANDT`	`050`	–
`SNDPOR`	`WORKIST`	10
`SNDPRT`	`LS`	2
`SNDPRN`	`WORKIST`	10
`RCVPOR`	`XML_WKI`	10
`RCVPRT`	`LS`	2
`RCVPRN`	`SUPPLIER`	10
`RECIPNT_NO`	`SUPPLIER`	10

Notes

Order date and delivery date are required. If either is missing, Workist creates no file.
Per line the IDoc only carries quantity, unit, delivery date and your article number. Prices, article description and the customer's article number are not included.
Workist sends the unit of measure as stored in Workist, without mapping it to ISO codes.
Your channel's field selection does not change the structure. The only exception is the bill-to party (RE).

openTRANS 2.1

File extension: .xml
File name: <UUID>.xml

Order in openTRANS 2.1 format (ORDER). Business partners are listed in the PARTIES section and referenced by their PARTY_ID.

Full example

In this example the line has a converted quantity (10 box), so QUANTITY and ORDER_UNIT carry the converted values.

<?xml version="1.0" encoding="utf-8"?>
<ORDER xmlns:bmecat="http://www.bmecat.org/bmecat/2005" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="2.1" xmlns="http://www.opentrans.org/XMLSchema/2.1" xsi:schemaLocation="http://www.opentrans.org/XMLSchema/2.1 opentrans_2_1.xsd" type="standard">
  <ORDER_HEADER>
    <CONTROL_INFO>
      <GENERATOR_INFO>Workist</GENERATOR_INFO>
      <GENERATION_DATE>2025-03-15T14:30:25.123456</GENERATION_DATE>
    </CONTROL_INFO>
    <SOURCING_INFO>
      <QUOTATION_ID>QT-2025-100</QUOTATION_ID>
      <AGREEMENT>
        <bmecat:AGREEMENT_ID>PRJ-500</bmecat:AGREEMENT_ID>
        <bmecat:AGREEMENT_END_DATE>2025-03-15T14:30:25.123456</bmecat:AGREEMENT_END_DATE>
      </AGREEMENT>
    </SOURCING_INFO>
    <ORDER_INFO>
      <ORDER_ID>PO-2025-0001</ORDER_ID>
      <ORDER_DATE>2025-03-15</ORDER_DATE>
      <DELIVERY_DATE>
        <DELIVERY_START_DATE>2025-04-01</DELIVERY_START_DATE>
        <DELIVERY_END_DATE>2025-04-05</DELIVERY_END_DATE>
      </DELIVERY_DATE>
      <PARTIES>
        <PARTY>
          <bmecat:PARTY_ID type="party_specific">workist</bmecat:PARTY_ID>
          <PARTY_ROLE>document_creator</PARTY_ROLE>
        </PARTY>
        <PARTY>
          <bmecat:PARTY_ID type="party_specific">supplier</bmecat:PARTY_ID>
          <PARTY_ROLE>supplier</PARTY_ROLE>
        </PARTY>
        <PARTY>
          <bmecat:PARTY_ID>CUST-12345</bmecat:PARTY_ID>
          <PARTY_ROLE>buyer</PARTY_ROLE>
          <ADDRESS>
            <bmecat:NAME>Acme Corporation</bmecat:NAME>
            <CONTACT_DETAILS>
              <bmecat:CONTACT_ID>CP-001</bmecat:CONTACT_ID>
              <bmecat:CONTACT_NAME>Mustermann</bmecat:CONTACT_NAME>
              <bmecat:FIRST_NAME>Max</bmecat:FIRST_NAME>
              <bmecat:PHONE>+49 89 12345678</bmecat:PHONE>
              <bmecat:EMAILS>
                <bmecat:EMAIL>max@acme.de</bmecat:EMAIL>
              </bmecat:EMAILS>
            </CONTACT_DETAILS>
            <bmecat:STREET>Hauptstrasse 42</bmecat:STREET>
            <bmecat:ZIP>80331</bmecat:ZIP>
            <bmecat:CITY>Munich</bmecat:CITY>
            <bmecat:COUNTRY_CODED>DE</bmecat:COUNTRY_CODED>
            <bmecat:COUNTRY_SUBDIVISION>BY</bmecat:COUNTRY_SUBDIVISION>
          </ADDRESS>
        </PARTY>
        <PARTY>
          <bmecat:PARTY_ID>SHIP-002</bmecat:PARTY_ID>
          <PARTY_ROLE>delivery</PARTY_ROLE>
          <ADDRESS>
            <bmecat:NAME>Acme Corporation GmbH</bmecat:NAME>
            <bmecat:NAME2>Warehouse Team</bmecat:NAME2>
            <bmecat:NAME3>Gate 3</bmecat:NAME3>
            <bmecat:STREET>Lager Strasse 5</bmecat:STREET>
            <bmecat:ZIP>20095</bmecat:ZIP>
            <bmecat:CITY>Hamburg</bmecat:CITY>
            <bmecat:COUNTRY_CODED>DE</bmecat:COUNTRY_CODED>
            <bmecat:COUNTRY_SUBDIVISION>HH</bmecat:COUNTRY_SUBDIVISION>
            <bmecat:PHONE>+49 40 22222222</bmecat:PHONE>
          </ADDRESS>
        </PARTY>
        <PARTY>
          <bmecat:PARTY_ID>BILL-001</bmecat:PARTY_ID>
          <PARTY_ROLE>invoice_recipient</PARTY_ROLE>
          <ADDRESS>
            <bmecat:NAME>Acme Corporation GmbH</bmecat:NAME>
            <bmecat:NAME2>Accounts Payable</bmecat:NAME2>
            <bmecat:STREET>Billing Strasse 10</bmecat:STREET>
            <bmecat:ZIP>80331</bmecat:ZIP>
            <bmecat:CITY>Munich</bmecat:CITY>
            <bmecat:COUNTRY_CODED>DE</bmecat:COUNTRY_CODED>
            <bmecat:COUNTRY_SUBDIVISION>BY</bmecat:COUNTRY_SUBDIVISION>
            <bmecat:PHONE>+49 89 11111111</bmecat:PHONE>
          </ADDRESS>
        </PARTY>
      </PARTIES>
      <ORDER_PARTIES_REFERENCE>
        <bmecat:BUYER_IDREF>CUST-12345</bmecat:BUYER_IDREF>
        <bmecat:SUPPLIER_IDREF>supplier</bmecat:SUPPLIER_IDREF>
        <INVOICE_RECIPIENT_IDREF>BILL-001</INVOICE_RECIPIENT_IDREF>
        <SHIPMENT_PARTIES_REFERENCE>
          <DELIVERY_IDREF>SHIP-002</DELIVERY_IDREF>
        </SHIPMENT_PARTIES_REFERENCE>
      </ORDER_PARTIES_REFERENCE>
      <bmecat:CURRENCY>EUR</bmecat:CURRENCY>
    </ORDER_INFO>
  </ORDER_HEADER>
  <ORDER_ITEM_LIST>
    <ORDER_ITEM>
      <LINE_ITEM_ID>10</LINE_ITEM_ID>
      <PRODUCT_ID>
        <bmecat:SUPPLIER_PID type="supplier_specific">ART-001-A</bmecat:SUPPLIER_PID>
        <bmecat:BUYER_PID>CUST-ART-555</bmecat:BUYER_PID>
        <bmecat:DESCRIPTION_LONG>Industrial Sensor Module Type A</bmecat:DESCRIPTION_LONG>
      </PRODUCT_ID>
      <QUANTITY>10</QUANTITY>
      <bmecat:ORDER_UNIT>BOX</bmecat:ORDER_UNIT>
      <DELIVERY_DATE>
        <DELIVERY_START_DATE>2025-04-01</DELIVERY_START_DATE>
        <DELIVERY_END_DATE>2025-04-01</DELIVERY_END_DATE>
      </DELIVERY_DATE>
    </ORDER_ITEM>
  </ORDER_ITEM_LIST>
  <ORDER_SUMMARY>
    <TOTAL_ITEM_NUM>1</TOTAL_ITEM_NUM>
  </ORDER_SUMMARY>
</ORDER>

Elements

Element	Content
`CONTROL_INFO`	`GENERATOR_INFO` = `Workist`, `GENERATION_DATE` = creation time (UTC).
`SOURCING_INFO`	Only if a quote or project number is filled: `QUOTATION_ID` = quote number, `AGREEMENT_ID` = project number, `AGREEMENT_END_DATE` = creation time (required by the standard, no business meaning).
`ORDER_INFO`	`ORDER_ID` = order number, `ORDER_DATE` = order date, `CURRENCY` = always `EUR`.
`DELIVERY_DATE`	Only with a delivery date: `DELIVERY_START_DATE` = delivery date, `DELIVERY_END_DATE` = end of the delivery period (otherwise the delivery date).
`PARTY` `document_creator`	Workist as creator: `PARTY_ID` = `workist` (`type` = `party_specific`), `PARTY_ROLE` = `document_creator`.
`PARTY` `supplier`	You as the supplier, fixed placeholder: `PARTY_ID` = `supplier` (`type` = `party_specific`), `PARTY_ROLE` = `supplier`.
`PARTY` `buyer`	Ordering customer: `PARTY_ID` = customer number, `PARTY_ROLE` = `buyer`. Address: `NAME` = name from the customer address, `STREET`, `ZIP`, `CITY` (max. 35 characters), `COUNTRY_CODED`, `COUNTRY_SUBDIVISION`. `CONTACT_DETAILS` if a contact person is filled: `CONTACT_ID`, `FIRST_NAME` = first word of the name, `CONTACT_NAME` = rest of the name, `PHONE`, `EMAIL`.
`PARTY` `delivery`	Delivery address, if company, name or address number is filled: `PARTY_ID` = address number, `PARTY_ROLE` = `delivery`; `NAME` = company, `NAME2` = name, `NAME3` = additional address line, `STREET`, `ZIP`, `CITY` (max. 35 characters), `COUNTRY_CODED`, `COUNTRY_SUBDIVISION`, `PHONE`.
`PARTY` `invoice_recipient`	Invoice address, if company, name or address number is filled: `PARTY_ID` = address number, `PARTY_ROLE` = `invoice_recipient`; `NAME` = company, `NAME2` = name, `STREET`, `ZIP`, `CITY` (max. 35 characters), `COUNTRY_CODED`, `COUNTRY_SUBDIVISION`, `PHONE`.
`ORDER_PARTIES_REFERENCE`	`BUYER_IDREF` = customer number, `SUPPLIER_IDREF` = `supplier`, `INVOICE_RECIPIENT_IDREF` = address number of the invoice address, `DELIVERY_IDREF` = address number of the delivery address.
`ORDER_ITEM`	One per line: `LINE_ITEM_ID` = line number (otherwise a running number starting at 1), `QUANTITY` and `ORDER_UNIT` = quantity (with a decimal point) and unit (upper case). If a converted quantity and unit are filled, the converted values are used.
`PRODUCT_ID`	`SUPPLIER_PID` = your article number (`type` = `supplier_specific`), `BUYER_PID` = the customer's article number, `DESCRIPTION_LONG` = article description.
`DELIVERY_DATE` (line)	Delivery date of the line in `DELIVERY_START_DATE` and `DELIVERY_END_DATE`.
`ORDER_SUMMARY`	`TOTAL_ITEM_NUM` = number of lines.

Notes

The format contains no prices, line totals or order totals.
Your channel's field selection does not change the structure.

cXML OrderRequest

File extension: .xml
File name: <UUID>.xml

Order in cXML format (OrderRequest) with header, delivery address, ordering customer, contact person and line items with prices.

Full example

<?xml version="1.0" encoding="utf-8"?>
<cXML payloadID="3f2b8c1e-5a7d-4e19-8c2f-6b0d9a4e7c15" timestamp="2025-03-15T14:30:25.123456">
  <Header>
    <From>
      <Credential domain="SystemId">CUST-12345</Credential>
    </From>
    <To>
      <Credential domain="SystemId">supplier</Credential>
    </To>
    <Sender>
      <Credential domain="SystemId">workist</Credential>
      <UserAgent>Workist Platform</UserAgent>
    </Sender>
  </Header>
  <Request deploymentMode="production">
    <OrderRequest deploymentMode="production">
      <OrderRequestHeader orderDate="2025-03-15T00:00:00+00:00" orderID="PO-2025-0001" orderType="regular" orderVersion="1" type="new">
        <Total>
          <Money currency="EUR">1250</Money>
        </Total>
        <ShipTo>
          <Address isoCountryCode="DE" addressID="SHIP-002">
            <Name xml:lang="de">Acme Corporation GmbH</Name>
            <Email>warehouse@acme.de</Email>
          </Address>
          <PostalAddress>
            <DeliverTo>Warehouse Team</DeliverTo>
            <DeliverTo>Gate 3</DeliverTo>
            <Street>Lager Strasse 5</Street>
            <City>Hamburg</City>
            <State>HH</State>
            <PostalCode>20095</PostalCode>
            <Country isoCountryCode="DE">DE</Country>
          </PostalAddress>
        </ShipTo>
        <BillTo>
          <Address isoCountryCode="DE" addressID="CUST-12345">
            <Name xml:lang="de">Acme Corp GmbH</Name>
          </Address>
          <PostalAddress>
            <DeliverTo>Acme Corporation</DeliverTo>
            <DeliverTo>Finance Department</DeliverTo>
            <Street>Hauptstrasse 42</Street>
            <City>Munich</City>
            <State>BY</State>
            <PostalCode>80331</PostalCode>
            <Country isoCountryCode="DE">DE</Country>
          </PostalAddress>
          <IdReference domain="buyerID" identifier="CUST-12345" />
        </BillTo>
        <Contact role="buyerCorporate">
          <Name xml:lang="de">Max Mustermann</Name>
          <PostalAddress name="Max Mustermann">
            <DeliverTo>CP-001</DeliverTo>
            <DeliverTo>Max Mustermann</DeliverTo>
            <Street />
            <City />
            <State />
            <PostalCode />
            <Country />
          </PostalAddress>
        </Contact>
      </OrderRequestHeader>
    </OrderRequest>
  </Request>
  <ItemOut lineNumber="10" quantity="100.0">
    <ItemID>
      <SupplierPartID>ART-001-A</SupplierPartID>
    </ItemID>
    <ItemDetail>
      <UnitPrice>
        <Money currency="EUR">12.5</Money>
      </UnitPrice>
      <Description xml:lang="de">Industrial Sensor Module Type A</Description>
      <UnitOfMeasure>PCE</UnitOfMeasure>
    </ItemDetail>
    <ScheduleLine lineNumber="10" quantity="100.0" requestedDeliveryDate="2025-04-01T00:00:00+00:00">
      <UnitOfMeasure>PCE</UnitOfMeasure>
    </ScheduleLine>
  </ItemOut>
</cXML>

Elements

Element	Content
`cXML`	`payloadID` = ID of the document in Workist, `timestamp` = creation time.
`From`	`Credential` (`domain` = `SystemId`) = customer number.
`To`	`Credential` (`domain` = `SystemId`) = recipient ID, `supplier` by default.
`Sender`	`Credential` (`domain` = `SystemId`) = `workist`, `UserAgent` = `Workist Platform`.
`Request`, `OrderRequest`	`deploymentMode` = `production` (or `test`, see below).
`OrderRequestHeader`	`orderID` = order number, `orderDate` = order date with time (`2025-03-15T00:00:00+00:00`), `orderType` = `regular`, `orderVersion` = `1`, `type` = `new`.
`Total`	`Money` = net total (`0.0` if none is filled), `currency` = currency of the order (otherwise `EUR`).
`ShipTo`	Delivery address, if company, name or address number is filled. `Address`: `addressID` = address number, `isoCountryCode` = country code, `Name` (`xml:lang` = `de`) = company, `Email`. `PostalAddress` (next to `Address`): `DeliverTo` = name, second `DeliverTo` = additional address line (if any), `Street`, `City`, `State` = state/region, `PostalCode`, `Country` with `isoCountryCode` (default `DE`).
`BillTo`	The ordering customer from your customer master data. `Address`: `addressID` = customer number, `isoCountryCode`, `Name` (`xml:lang` = `de`) = company name of the customer address. `PostalAddress`: `DeliverTo` = name, second `DeliverTo` = additional address line, `Street`, `City`, `State`, `PostalCode`, `Country` with `isoCountryCode`. `IdReference` with `domain` = `buyerID` and `identifier` = customer number.
`Contact`	Contact person, if name or number is filled: `role` = `buyerCorporate`, `Name` (`xml:lang` = `de`). `PostalAddress` (`name` = name): `DeliverTo` = number, second `DeliverTo` = name; `Street`, `City`, `State`, `PostalCode` and `Country` stay empty.
`ItemOut`	One per line, directly below `cXML`: `lineNumber` = line number (otherwise a running number starting at 1), `quantity` = quantity with a decimal point. `SupplierPartID` = your article number. `UnitPrice`: `Money` = unit price with a decimal point, `currency` = currency of the order (otherwise `EUR`). `Description` (`xml:lang` = `de`) = article description, `UnitOfMeasure` = unit of measure. `ScheduleLine` repeats `lineNumber`, `quantity` and `UnitOfMeasure`; `requestedDeliveryDate` = delivery date of the line.

Settings

Workist sets these values for you during setup:

Setting	Default	Description
Recipient ID	`supplier`	Value of the `Credential` under `To`
Deployment mode	`production`	`deploymentMode` of `Request` and `OrderRequest`, e.g. `test` for test systems

Notes

BillTo contains the ordering customer. cXML does not carry the order's invoice address.
Every line needs a quantity that can be read as a number, otherwise Workist creates no file.
Your channel's field selection does not change the structure.

ANSI X12 850

File extension: .edi
File name: <customernumber>_<ordernumber>_<uuid>.edi (see File names)

The EDI format for orders that is common in North America. Data elements are separated by *, every segment ends with ~ and is on its own line.

Full example

ISA*00*          *00*          *ZZ*CUST-12345     *ZZ*musterlieferant*250315*0000*U*00401*212075055*0*P*>~
GS*PO*CUST-12345*  *20250315*0000*2120*X*004010~
ST*850*212075055~
BEG*00**PO-2025-0001**20250315~
PER*BD*Max Mustermann*TE*+49 89 12345678*EM*max@acme.de~
DTM*002*20250401~
MSG*Please deliver to loading dock B. Handle with care - fragile items, do not stack pallets.~
N1*ST*Acme Corporation**CUST-12345~
PO1*10*100*PCE*12.5**VN*ART-001-A~
PID*F****Industrial Sensor Module Type A~
CTT*1~
SE*10*212075055~
GE*1*2120~
IEA*1*212075055~

Segments

Segment	Content
`ISA`	Interchange header: sender ID = customer number, receiver ID = your Workist short name (each padded to 15 characters), date (`YYMMDD`) = order date, time `0000`, version `00401`, control number
`GS`	Functional group `PO`, sender = customer number, date = order date, version `004010`
`ST`	Transaction `850` and control number
`BEG`	`00` (original), order number, order date (`YYYYMMDD`)
`PER`	Contact person (`BD`): name, phone (`TE`), email (`EM`)
`DTM`	`002` = delivery date (`YYYYMMDD`)
`MSG`	Free text of the order (only if any)
`N1`	`ST`, name and number of the ordering customer. No delivery address is sent
`PO1`	Line: line number, quantity, unit, unit price, `VN` and your article number
`PID`	`F` (free text) and article description
`CTT`	Number of lines
`SE`	Number of segments in the transaction and control number
`GE`	Number of transactions and control number
`IEA`	Number of functional groups and control number

PO1 and PID repeat for every line. Your channel's field selection does not change the structure.

Workist XML​

Full example​

General fields (General)​

Invoice address, delivery address and delivery dates​

Address fields​

Line item fields (Line)​

Optional elements​

SAP IDoc ORDERS05​

Full example​

Segments​

Settings​

Notes​

openTRANS 2.1​

Full example​

Elements​

Notes​

cXML OrderRequest​

Full example​

Elements​

Settings​

Notes​

ANSI X12 850​

Full example​

Segments​

Workist XML

Full example

General fields (`General`)

Invoice address, delivery address and delivery dates

Address fields

Line item fields (`Line`)

Optional elements

SAP IDoc ORDERS05

Full example

Segments

Settings

Notes

openTRANS 2.1

Full example

Elements

Notes

cXML OrderRequest

Full example

Elements

Settings

Notes

ANSI X12 850

Full example

Segments