Reference

BR-41 Invoice line allowance amount is required

Each Invoice line allowance (BG-27) shall have an Invoice line allowance amount (BT-136).

This is an EN 16931 core rule. An invoice line allowance (BG-27) lowers the invoice line net amount (BT-131); without its amount the line calculation cannot be checked, which often also triggers a line arithmetic error. The UBL schema already requires cbc:Amount, so BR-41 is mainly reported for CII lines whose allowance holds only a percentage or a reason, for example a discount rate taken over from a price list.

Solution

Add cbc:Amount to the invoice line cac:AllowanceCharge where cbc:ChargeIndicator is false (CII: ram:ActualAmount in ram:SpecifiedLineTradeSettlement/ram:SpecifiedTradeAllowanceCharge). If only a percentage is known, calculate the amount as base amount × percentage ÷ 100.

Quick actions

Validate XML Convert invoice

Valid Examples

BT-136 = 3.00 on an invoice line allowance

Invalid Examples

CII line allowance with a reason and a percentage but no ram:ActualAmount (BT-136); in UBL a cac:AllowanceCharge without cbc:Amount is already an XML schema error

Code Examples

Valid XML

<ram:SpecifiedLineTradeSettlement>
  <ram:SpecifiedTradeAllowanceCharge>
    <ram:ChargeIndicator>
      <udt:Indicator>false</udt:Indicator>
    </ram:ChargeIndicator>
    <ram:CalculationPercent>10.00</ram:CalculationPercent>
    <ram:BasisAmount>30.00</ram:BasisAmount>
    <ram:ActualAmount>3.00</ram:ActualAmount>
    <ram:Reason>Damaged packaging</ram:Reason>
  </ram:SpecifiedTradeAllowanceCharge>
</ram:SpecifiedLineTradeSettlement>

Invalid XML

<ram:SpecifiedLineTradeSettlement>
  <ram:SpecifiedTradeAllowanceCharge>
    <ram:ChargeIndicator>
      <udt:Indicator>false</udt:Indicator>
    </ram:ChargeIndicator>
    <ram:CalculationPercent>10.00</ram:CalculationPercent>
    <ram:BasisAmount>30.00</ram:BasisAmount>
    <ram:Reason>Damaged packaging</ram:Reason>
  </ram:SpecifiedTradeAllowanceCharge>
</ram:SpecifiedLineTradeSettlement>