EDI 830 Planning Schedule with Release Capability

Functional Group PS

X12M Supply Chain Subcommittee

This Draft Standard for Trial Use 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.

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Heading

Position
Segment
Name
Max use

  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the beginning of a planning schedule transaction set; whether a ship or delivery based forecast; and related forecast envelope dates

  3. To transmit preassigned purchase order numbers

  4. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

  5. To specify identifying information

  6. To identify a person or office to whom administrative communications should be directed

  7. To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction

  8. To specify transportation instructions relating to shipment

  9. To specify pricing information

  10. To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge

  11. To specify general conditions or requirements of the sale

  12. To specify terms of sale

  13. To specify pertinent dates and times

  14. To describe a product or process in coded or free-form format

  15. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

  16. To identify the type or transmission or both of paperwork or supporting information

  17. To describe marking, packaging, loading, and unloading requirements

  18. To specify the transportation details relative to commodity, weight, and quantity

  19. To specify the carrier and sequence of routing and provide transit time information

  20. To specify transportation details relating to the equipment used by the carrier

  21. To specify transportation special handling requirements, or hazardous materials information, or both

  22. To indicate identifying marks and numbers for shipping containers

  23. N1 Loop Optional
    Repeat 200

    1. To identify a party by type of organization, name, and code

    2. To specify additional names or those longer than 35 characters in length

    3. To specify the location of the named party

    4. To specify the geographic place of the named party

    5. To specify identifying information

    6. To identify a person or office to whom administrative communications should be directed

    7. To specify transportation instructions relating to shipment

  24. LM Loop Optional
    Repeat >1

    1. To transmit standard code list identification information

    2. Code to transmit standard industry codes

Detail

Position
Segment
Name
Max use
  1. LIN Loop Mandatory
    Repeat >1

    1. To specify basic item identification data

    2. To specify item unit data

    3. To specify pertinent dates and times

    4. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

    5. To specify additional item-related data involving variations in normal price/quantity structure

    6. To specify pricing information

    7. To describe a product or process in coded or free-form format

    8. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

    9. To identify the type or transmission or both of paperwork or supporting information

    10. To describe marking, packaging, loading, and unloading requirements

    11. To specify the physical qualities, packaging, weights, and dimensions relating to the item

    12. To indicate the status of the part being ordered or forecast with respect to this material release or planning document

    13. To specify identifying information

    14. To identify a person or office to whom administrative communications should be directed

    15. To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge

    16. To specify terms of sale

    17. To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction

    18. To specify transportation instructions relating to shipment

    19. To specify lead time for availability of products and services

    20. To specify quantity information

      QTY is used to specify supplemental quantities relevant to the forecast function. However, QTY is not related to the actual forecast quantity in the FST segments.

    21. To specify resource authorizations (i.e., finished labor, material, etc.) in the planning schedule

    22. To specify the transportation details relative to commodity, weight, and quantity

    23. To specify the carrier and sequence of routing and provide transit time information

    24. To specify transportation details relating to the equipment used by the carrier

    25. To specify transportation special handling requirements, or hazardous materials information, or both

    26. To indicate identifying marks and numbers for shipping containers

    27. To describe the type of demand and the intended use of material

    28. SLN Loop Optional
      Repeat 100

      1. To specify product subline detail item data

      2. To describe a product or process in coded or free-form format

      3. To supply the full name of an individual or organizational entity

    29. N1 Loop Optional
      Repeat 200

      1. To identify a party by type of organization, name, and code

      2. To specify additional names or those longer than 35 characters in length

      3. To specify the location of the named party

      4. To specify the geographic place of the named party

      5. To specify identifying information

      6. To identify a person or office to whom administrative communications should be directed

      7. To specify transportation instructions relating to shipment

    30. LM Loop Optional
      Repeat >1

      1. To transmit standard code list identification information

      2. Code to transmit standard industry codes

    31. FST Loop Optional
      Repeat >1

      1. To specify the forecasted dates and quantities

        At least one occurrence of segment FST is required, either in the FST loop or within the SDP loop. These two loops are mutually exclusive.

      2. To specify quantity information

      3. To specify destination and quantity detail

      4. LM Loop Optional
        Repeat >1

        1. To transmit standard code list identification information

        2. Code to transmit standard industry codes

    32. SDP Loop Optional
      Repeat 260

      1. To identify specific ship/delivery requirements

      2. To specify the forecasted dates and quantities

    33. SHP Loop Optional
      Repeat 25

      1. To specify shipment and/or receipt information

      2. To specify identifying information

Summary

Position
Segment
Name
Max use

  1. To transmit a hash total for a specific element in the transaction set

    Number of line items (CTT01) is the accumulation of the number of LIN segments. If used, hash total (CTT02) is the sum of the values of the quantities (FST01) for each FST segment.

  2. To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

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