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. Need to get your suppliers to properly communicate via EDI? With SmartXchange, 1EDISource acts as an EDI portal between you and your suppliers. They get a simple web interface to send and receive documents, and you get EDI data, pure and simple. Contact 1EDISource now for more information.

EDI 830 Format

ISA*01*0000000000*01*0000000000*ZZ*ABCDEFGHIJKLMNO*ZZ*123456789012345*101127*1719*U*00400*000003438*0*P*> GS*PS*1234567890 *999999999 *20120126*1211*1*T*004010 ST*830*0001 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 SE*31*0001 GE*1*1 IEA*1*000000018

EDI 830 Specification

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.

Sources

Accredited Standards Committee X12. ASC X12 Standard [Table Data]. Data Interchange Standards Association, Inc., Falls Church, VA. http://www.x12.org