> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/settings/global-settings/document-types/edi/zugferd.md).

# ZUGFeRD Overview

## 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](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-1-0.md)
* [ZUGFeRD 2.0](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-0.md)
* [ZUGFeRD 2.1 (Factur-X 1.0)](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-1.md)
* [ZUGFeRD 2.2](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-2.md)
* [ZUGFeRD 2.3](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-3.md)
* [ZUGFeRD 2.3.2](/administration-and-setup/settings/global-settings/document-types/edi/zugferd/zugferd-2-3-2.md)

## 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 Type & Sub-Type (TRA-driven)

> Same logic applies to **Factur-X** — Factur-X 1.x uses the same CII vocabulary as ZUGFeRD 2.x, so the dynamic block below is emitted for both.

In addition to the raw `INVOICE_TYPE_CODE`, the default TRANSFORMATION XSLT emits a canonical `<INVOICE>` tree with two derived fields:

| DocBits Field      | Source                                                                                                                                                    | Logic                                                                    |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ |
| `INVOICE_TYPE`     | `ExchangedDocument/TypeCode` (or `HeaderExchangedDocument/TypeCode` for ZUGFeRD 1.0)                                                                      | UNCL 1001 `381` or `261` → **Credit Note**; any other code → **Invoice** |
| `INVOICE_SUB_TYPE` | `BuyerOrderReferencedDocument/IssuerAssignedID` presence (under `ApplicableHeaderTradeAgreement` for 2.x / `ApplicableSupplyChainTradeAgreement` for 1.0) | Non-empty → **Purchase Invoice**; empty/missing → **Cost Invoice**       |

`INVOICE_SUB_TYPE` discriminates PO-linked invoices from direct cost invoices for AP routing.

### 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 (Tier-classified)

The default TRANSFORMATION XSLT distributes `ApplicableTradeTax` blocks across three rate-based tiers rather than using positional indexes. Each block is matched to a tier by its `RateApplicablePercent`:

| Tier              | DocBits Fields                               | Selection Rule |
| ----------------- | -------------------------------------------- | -------------- |
| Tier 1 (Standard) | `TAX_RATE`, `NET_AMOUNT`, `TAX_AMOUNT`       | rate ≥ 19      |
| Tier 2 (Reduced)  | `TAX_RATE_2`, `NET_AMOUNT_2`, `TAX_AMOUNT_2` | 0 < rate < 19  |
| Tier 3 (Zero)     | `TAX_RATE_3`, `NET_AMOUNT_3`, `TAX_AMOUNT_3` | rate = 0       |

| ZUGFeRD CII Path                                    | DocBits Field  | Infor BOD Field  | Type   | Description                  |
| --------------------------------------------------- | -------------- | ---------------- | ------ | ---------------------------- |
| `ApplicableTradeTax/RateApplicablePercent` (tier 1) | `TAX_RATE`     | `TaxPercent`     | NUMBER | Standard-rate VAT percentage |
| `ApplicableTradeTax/BasisAmount` (tier 1)           | `NET_AMOUNT`   | `TaxableAmount`  | AMOUNT | Standard-rate net amount     |
| `ApplicableTradeTax/CalculatedAmount` (tier 1)      | `TAX_AMOUNT`   | `TaxAmount`      | AMOUNT | Standard-rate tax amount     |
| `ApplicableTradeTax/RateApplicablePercent` (tier 2) | `TAX_RATE_2`   | `TaxPercent2`    | NUMBER | Reduced-rate VAT percentage  |
| `ApplicableTradeTax/BasisAmount` (tier 2)           | `NET_AMOUNT_2` | `TaxableAmount2` | AMOUNT | Reduced-rate net amount      |
| `ApplicableTradeTax/CalculatedAmount` (tier 2)      | `TAX_AMOUNT_2` | `TaxAmount2`     | AMOUNT | Reduced-rate tax amount      |
| `ApplicableTradeTax/RateApplicablePercent` (tier 3) | `TAX_RATE_3`   | `TaxPercent3`    | NUMBER | Zero-rate VAT percentage     |
| `ApplicableTradeTax/BasisAmount` (tier 3)           | `NET_AMOUNT_3` | `TaxableAmount3` | AMOUNT | Zero-rated net amount        |
| `ApplicableTradeTax/CalculatedAmount` (tier 3)      | `TAX_AMOUNT_3` | `TaxAmount3`     | AMOUNT | Zero-rate tax amount         |

## Complete Line Item (Table) Field Mapping

### 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     |


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