ANSI X12 EDI 830 Planning Schedule with Release Capability

EDI 830 Planning Schedule transaction set specification format. EDI 830 Specification and sample PDF file: This X12 Transaction Se... thumbnail 1 summary
EDI 830 Planning Schedule transaction set specification format.

EDI 830 Planning Schedule transaction set

EDI 830 Specification and sample PDF file:

This X12 Transaction Set contains the format and establishes the data contents of the Planning Schedule with Release Capability Transaction Set (830) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used to provide for customary and established business practice relative to the transfer of forecasting/material release information between organizations. The planning schedule transaction may be used in various ways or in a combination of ways, such as: 

(1) a simple forecast; 
(2) a forecast with the buyer's authorization for the seller to commit to resources, such as labor or material; 
(3) a forecast that is also used as an order release mechanism, containing such elements as resource authorizations, period-to-date cumulative quantities, and specific ship/delivery patterns for requirements that have been represented in "buckets," such as weekly, monthly, or quarterly. 

The order release forecast may also contain all data related to purchase orders, as required, because the order release capability eliminates the need for discrete generation of purchase orders.

EDI 830 Planning Schedule with Release Capability:

The EDI 830 Planning Schedule transaction set is essentially an electronic sales forecast. It can be used in one of three ways:

  • As a sales forecast
  • As a forecast and an authorization for the recipient to commit to resources
  • As a forecast that also includes order release levels

The senders of 830 Planning Schedules are typically manufacturers communicating with their suppliers. As such, the two trading partners represent a buyer (the manufacturer) and a seller (the supplier). The Planning Schedule allows the seller to plan resources such as labor and material, and to fulfill orders automatically based on the customer’s inventory levels.

830 transactions that include a Material Release are likely to include resource authorizations, period-to-date cumulative quantities, and shipping or delivery patterns for weekly, monthly or quarterly requirements. This can eliminate the need for the customer to generate separate Purchase Orders. This information in a single 830 transaction can relate to all production items sourced from a given supplier site.

While the 830 transaction may include shipping information, it is based on forecasts. The 862 Shipping Schedule transaction is for conveying actual detailed shipping instructions.

EDI 830 Format:

BFR*00**001*DL*A*19990607*19991029*19990611
N1*SU*STURGIS MOLDED PRODUCTS*92*C84A
N2*STURGIS MOLDED PRODUCTS *70343 CLARK STREET
N3*PO  OX 246 *STURGIS, MI  49091
LIN**PC*AA017830-1441*PD*TERMINAL (AN PC )*PO*C01000*RN*001
UIT*EA
PO4*1*96*X4
REF*DK*A22
PER*EX*JOHN DOE*TE*4239827000*****12345
FST*1728*C*D*19990614
FST*1440*C*D*19990615
FST*1440*C*D*19990616
FST*1440*C*D*19990617
FST*1440*C*D*19990618
FST*7392*D*W*19990621
FST*7392*D*W*19990628
LIN**PC*AA017380-2030*PO*C50000*RN*001
UIT*PC
PO4*1*108*X4
REF*DK*A22
PER*EX*JOHN DOE*TE*4239827000*****12345
FST*108*C*D*19990614
FST*108*C*D*19990615
FST*108*C*D*19990616
FST*216*C*D*19990617
FST*108*C*D*19990618
FST*756*D*W*19990621
FST*756*D*W*19990628
CTT*2

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