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[ontolog-forum] Invoice formalization

To: ontolog-forum@xxxxxxxxxxxxxxxx
From: Adam Pease <adampease@xxxxxxxxxxxxx>
Date: Thu, 08 Jan 2004 14:44:40 -0800
Message-id: <>
   As promised from today's telecon, here are three things    (01)

1.  My start at formalizing invoice information    (02)

2.  A list of terms we could start formalizing    (03)

3.  The methodological outline I suggest    (04)

Adam    (05)

=================== Item #1 ==========================
=================== Formalization ====================    (06)

; This document is released into the public domain with the caveat
; that users of this work must give proper credit in any publication
; about the work to the author - Adam Pease (apease@xxxxxxxxxxxxxxxxxx)
; This document is an attempt to fomalize the content of the example
; JoineryInvoice.JoineryInvoiceInstance1.html from the UBL effort    (07)

; domain ontology content    (08)

(subclass Invoice Statement)
(documentation Invoice "A document which states that a buyer owes,
or does not owe, money for goods or services purchased from a
seller.")    (09)

   (instance ?I Invoice)
   (exists (?EV)
       (instance ?EV Selling)
       (refers ?I ?EV))))    (010)

(instance quantityInEvent TernaryRelation)
(documentation quantityInEvent "(quantityInEvent ?PROC ?QUANT ?OBJ)
means that the number of &%Objects that are instances of ?OBJ that
participate in an event ?PROC in the role of &%patient is ?QUANT.")    (011)

(domain quantityInEvent 1 Process)
(domain quantityInEvent 2 Integer)
(domainSubclass quantityInEvent Object)
   (quantityInEvent ?P ?Q ?OBJ)
   (exists (?INST)
     (equal ?Q
         (KappaFn ?INST
             (instance ?INST ?OBJ)
             (patient ?P ?INST)))))))    (012)

(subclass Softwood Wood)
(documentation Softwood "Wood obtained from trees classified in the
family of Softwoods or gymnosperms.  Examples include scrub pine, spruce 
and cedar.")
(disjoint Hardwood Softwood)
(subclass Hardwood Wood)
(documentation Hardwood "Wood obtained from trees classified in the
family of Hardwoods, or angiosperms.  Examples include oak, birch and maple.")    (013)

     (instance ?H Hardwood)
     (instance ?S Softwood)
     (measure ?H
       (DensityFn ?MASSH ?VOLUME))
     (measure ?S
       (DensityFn ?MASSS ?VOLUME)))
   (greaterThan ?MASSH ?MASSS))    (014)

; Instance level content    (015)

(instance JoineryInvoice-2003-00645 Invoice)
(name "IN 2003/00645" JoineryInvoice-2003-00645)
(date JoineryInvoice-2003-00645 (DayFn 25 (MonthFn 2 (YearFn 2003))))
(instance JoineryPurchase-2003-00645 FinancialTransaction)
(subprocess Buying-2003-00645 JoineryPurchase-2003-00645)
(subprocess Selling-2003-00645 JoineryPurchase-2003-00645)
(refers JoineryInvoice-2003-00645 JoineryPurchase-2003-00645)    (016)

(agent Buying-2003-00645 JerryBuilderPLC)
(name "Jerry Builder plc" JerryBuilderPLC)
(address JerryBuilderPLC "Marsh Lane")
(instance MarshLane Address)
(name "Marsh Lane" MarshLane)
(instance NowhereNorfolk City)
(located MarshLane NowhereNorfolk)
(instance NorfolkUK StateOrProvince)
(located NowhereNorfolk NorfolkUK)
(located NorfolkUK UnitedKingdom)
(postalCode MarshLane "NR18 4XX")    (017)

(agent Selling-2003-00645 SpecialistWindowsPLC)
(name "Specialist Windows plc" SpecialistWindowsPLC)
(address SpecialistWindowsPLC "Snowhill Works")
(instance SnowhillWorks Address)
(name "Snowhill Works" SnowhillWorks)
(instance LittleSnoringWhereshire City)
(located SnowhillWorks LittleSnoringWhereshire)
(instance WhereshireUK StateOrProvince)
(located LittleSnoringWhereshire WhereshireUK)
(located WhereshireUK UnitedKingdom)
(postalCode SnowhillWorks "SM2 3NW")    (018)

; not yet formalized: Delivery Doc: DEL-03/55-712
; not yet formalized: Your Order No: S03-034257
; not yet formalized: Contact: Eva Brick    (019)

(subclass JoineryObject-236WV ManufacturedProduct)
(subclass JoineryObject-236WV Softwood)
(quantityInEvent JoineryPurchase-2003-00645 2 JoineryObject-236WV)
   (instance ?X JoineryObject-236WV)
   (monetaryValue ?X (MeasureFn 102.50 BritishPound)))    (020)

(date JoineryPurchase-2003-00645 (DayFn 3 (MonthFn 2 (YearFn 2003))))    (021)

=================== Item #2 ==========================
=================== UBL term list ====================    (022)

UBL Name        BIE Dictionary Entry Name       UBL Definition    (023)

Invoice Invoice. Details        the document that describes the finanical 
commitment of the Order    (024)

ID      Invoice. Identifier     the unique number assigned to the invoice by 
seller (invoicer)    (025)

StatusCode      Invoice. Status. Code   "Identifies the status of the document 
with regard to change from its original state; 'original', 'copy', 
'revision' or 'cancellation'. Original is as first sent; a copy is 
typically sent on request if the original has been misplaced; a revision is 
a document that contains a change from the original, e.g. new, deleted or 
amended item lines; cancellation is cancellation of whole document (for 
normal order changes and cancellations the respective documents should be 
used)"    (026)

GloballyUniqueIdentifier        Invoice. Globally Unique_Identifier. Text       
computer generated unique identifier for the document, which is guaranteed 
to be unique"    (027)

IssueDate       Invoice. Issue. Date    the date when the invoice was issued    (028)

TypeCode        Invoice. Type. Code     identifies the type of the Invoice by a 
code.    (029)

Note    Invoice. Note. Text     contains any free form text pertinent to the 
entire document or to the document message itself. This element may contain 
notes or any other similar information that is not contained explicitly in 
another structure.    (030)

TaxPointDate    Invoice. Tax Point. Date        "the date of the invoice for 
purposes, in accordance with the applicable tax regulation."    (031)

InvoiceCurrencyCode     Invoice. Invoice_Currency. Code the currency in which 
the Invoice is presented. This may be the same currency as the pricing or 
as the tax.    (032)

TaxCurrencyCode Invoice. Tax_Currency. Code     the currency in which the tax 
on the Invoice is presented. This may be the same currency as the pricing 
or as the Invoice itself.    (033)

PricingCurrencyCode     Invoice. Pricing_Currency. Code the currency in which 
the prices are specified. This may be the same currency as the Invoice 
itself or as the tax.    (034)

LineItemCountQuantity   Invoice. LineItem_Count. Quantity       the number of 
items    (035)

OrderReference  Invoice. Order Reference        Provides a means of associating 
Invoice with one or more Orders    (036)

DespatchReference       Invoice. Despatch_ Reference    Provides a means of 
associating an Invoice with one or more Despatch Advices    (037)

ReceiptReference        Invoice. Receipt_ Reference     Provides a means of 
associating an Invoice with one or more Receipt Advices    (038)

AdditionalDocumentIdentification        Invoice. Additional_ Document 
Identification  Provides other means of identifying an Invoice    (039)

BuyerParty      Invoice. Buyer Party    associates the Order with information 
the buyer involved in the transaction.    (040)

SellerParty     Invoice. Seller Party   associates the Order with information 
about the seller involved in the transaction.    (041)

Delivery        Invoice. Delivery       associates the overall invoice with the 
of a delivery (or deliveries)    (042)

PaymentMeans    Invoice. Payment Means  associates the invoice with the 
expected means of payment.    (043)

PaymentTerms    Invoice. Payment Terms  associates the invoice with the payment 
terms applicable/offered.    (044)

AllowanceCharge Invoice. Allowance Charge       associates the invoice with an 
overall charge or allowance.    (045)

ExchangeRate    Invoice. Exchange Rate  "associates the invoice with an 
exchange rate. In any one invoice there is only one exchange rate needed, 
either between invoicing at tax currency, or between pricing and invoice 
totalling."    (046)

TaxTotals       Invoice. Tax Totals     associates the invoice with summary 
information for a particular tax.    (047)

LegalTotals     Invoice. Legal Totals   associates the invoice with a set of 
totals required for the invoice to be a legal document.    (048)

InvoiceLine     Invoice. Invoice Line   an invoice has one or more invoice lines    (049)

=================== Item #3 ==========================
=================== Methodology ======================    (050)

- Extract nouns and verbs from a source text
- Find classes in SUMO for the nouns and verbs
- Record a mapping as being either equal, subsuming or instance.
   * type a single word that relates to the UBL term in the "SUMO term" or 
"English Word" text areas in the SUMO browser
- Create a subclass of SUMO if it's a subsuming mapping
- Add properties to the subclass
   * reusing SUMO properties
   * extending SUMO properties by creating a &%subrelation of an existing 
- Add English definition to the class
   * define constraints that express how the subclass is more specific than 
the superclass
- Express the classes and properties in KIF and begin creating axioms, 
based on the English definitions created previously    (051)

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