# BT-97 Document level allowance reason

Text reason for the document-level allowance.

## Quick answer

Text reason for the document-level allowance.

> **Discounts and charges**: Document-level discounts, surcharges, and the tax data attached to them.

## In plain language

Text reason for the document-level allowance.

Text reason for the document-level allowance.

Document-level allowances reduce the invoice total; document-level charges increase it. ChargeIndicator selects the BG-20 allowance or BG-21 charge interpretation in UBL/CII.

## What you usually enter here

Free text

Typical valid values include: Volume discount, Early payment discount

Either BT-97 or BT-98 must be present for each document-level allowance.

## What goes wrong often

Avoid values like:

Relevant rule codes: BR-33, BR-CO-21

## Examples in context

Document-level allowances reduce the invoice total; document-level charges increase it. ChargeIndicator selects the BG-20 allowance or BG-21 charge interpretation in UBL/CII.

Either BT-97 or BT-98 must be present for each document-level allowance.

## Valid Examples

- Volume discount
- Early payment discount

## Related Fields

Document-level allowances reduce the invoice total; document-level charges increase it. ChargeIndicator selects the BG-20 allowance or BG-21 charge interpretation in UBL/CII.

- [BT-98 Document level allowance reason code](/resources/xrechnung/bt-98-document-level-allowance-reason-code)

## XML mapping and field facts

Open the technical reference if you need XML paths, validator rule codes, legal wording, or schema-specific mapping details.

### Field ID:
BT-97

### Data Type:
text

### Cardinality:
0..1

### Requirement:
Optional

### Max Length:
500 characters

### Since Version:
Optional

## XML Implementation

### UBL 2.1 Syntax
```
/Invoice/cac:AllowanceCharge/cbc:AllowanceChargeReason
```

### CII (UN/CEFACT) Syntax
```
/CrossIndustryInvoice/SupplyChainTradeTransaction/ApplicableHeaderTradeSettlement/ram:SpecifiedTradeAllowanceCharge/ram:Reason
```

## Validation Rules

### BR-33
BR-33

### BR-CO-21
BR-CO-21

## Why the standard cares about this field

### Business Context
Document-level allowances reduce the invoice total; document-level charges increase it. ChargeIndicator selects the BG-20 allowance or BG-21 charge interpretation in UBL/CII.

### Legal Requirement
Either BT-97 or BT-98 must be present for each document-level allowance.

## Official sources and tools

- [KoSIT Validator](https://erechnungsvalidator.service-bw.de/)
- [Invoice Converter](/pdf-to-xrechnung)
- [XRechnung Standard](https://xeinkauf.de/xrechnung/)
- [Test Suite](https://github.com/itplr-kosit/xrechnung-testsuite)
