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Transaction Set
in
X12 Release 004020

830 Planning Schedule with Release Capability

Functional Group PS

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

Sequence
Segment
Name
Max use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning Segment for Planning ScheduleMandatory
Max 1
To indicate the beginning of a planning schedule transaction set; whether a ship or delivery based forecast; and related forecast envelope dates
0250
Preassigned Purchase Order Numbers
Max >1
To transmit preassigned purchase order numbers
0400
Currency
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
0500
Reference Identification
Max 12
To specify identifying information
0600
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed
0700
Tax Reference
Max 3
To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
0800
F.O.B. Related Instructions
Max 1
To specify transportation instructions relating to shipment
0900
Pricing Information
Max 25
To specify pricing information
1000
Service, Promotion, Allowance, or Charge Information
Max 25
To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge
1100
Sales Requirements
Max 1
To specify general conditions or requirements of the sale
1300
Date/Time Reference
Max 10
To specify pertinent dates and times
1400
Product/Item Description
Max 200
To describe a product or process in coded or free-form format
1500
Measurements
Max 40
To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)
1600
Paperwork
Max 25
To identify the type or transmission or both of paperwork or supporting information
1700
Marking, Packaging, Loading
Max 25
To describe marking, packaging, loading, and unloading requirements
1800
Carrier Details (Quantity and Weight)
Max 2
To specify the transportation details relative to commodity, weight, and quantity
1900
Carrier Details (Routing Sequence/Transit Time)
Max 12
To specify the carrier and sequence of routing and provide transit time information
2000
Carrier Details (Equipment)
Max 12
To specify transportation details relating to the equipment used by the carrier
2100
Carrier Details (Special Handling, or Hazardous Materials, or Both)
Max 5
To specify transportation special handling requirements, or hazardous materials information, or both
2200
Marks and Numbers
Max 10
To indicate identifying marks and numbers for shipping containers
N1 Loop
Repeat 200
2300
Name
Max 1
To identify a party by type of organization, name, and code
2400
Additional Name Information
Max 2
To specify additional names
2500
Address Information
Max 2
To specify the location of the named party
2600
Geographic Location
Max 1
To specify the geographic place of the named party
2700
Reference Identification
Max 12
To specify identifying information
2800
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed
2900
F.O.B. Related Instructions
Max 1
To specify transportation instructions relating to shipment
LM Loop
Repeat >1
3000
Code Source Information
Max 1
To transmit standard code list identification information
3100
Industry CodeMandatory
Max 100
Code to transmit standard industry codes

Detail

Sequence
Segment
Name
Max use
LIN Loop
Repeat >1
0100
Item IdentificationMandatory
Max 1
To specify basic item identification data
0200
Unit Detail
Max 1
To specify item unit data
0210
Date/Time Reference
Max 10
To specify pertinent dates and times
0300
Currency
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
0600
Additional Item Detail
Max 25
To specify additional item-related data involving variations in normal price/quantity structure
0700
Pricing Information
Max 25
To specify pricing information
0800
Product/Item Description
Max 1000
To describe a product or process in coded or free-form format
0900
Measurements
Max 40
To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)
1000
Paperwork
Max 25
To identify the type or transmission or both of paperwork or supporting information
1100
Marking, Packaging, Loading
Max 25
To describe marking, packaging, loading, and unloading requirements
1200
Item Physical Details
Max 1
To specify the physical qualities, packaging, weights, and dimensions relating to the item
1300
Part Release Status
Max 1
To indicate the status of the part being ordered or forecast with respect to this material release or planning document
1400
Reference Identification
Max 12
To specify identifying information
1500
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed
1700
Service, Promotion, Allowance, or Charge Information
Max 25
To request or identify a service, promotion, allowance, or charge; to specify the amount or percentage for the service, promotion, allowance, or charge
1900
Tax Reference
Max 3
To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
2000
F.O.B. Related Instructions
Max 1
To specify transportation instructions relating to shipment
2100
Lead Time
Max 12
To specify lead time for availability of products and services
2200
Quantity
Max >1
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.
2300
Resource Authorization
Max 20
To specify resource authorizations (i.e., finished labor, material, etc.) in the planning schedule
2400
Carrier Details (Quantity and Weight)
Max 1
To specify the transportation details relative to commodity, weight, and quantity
2500
Carrier Details (Routing Sequence/Transit Time)
Max 12
To specify the carrier and sequence of routing and provide transit time information
2600
Carrier Details (Equipment)
Max 12
To specify transportation details relating to the equipment used by the carrier
2700
Carrier Details (Special Handling, or Hazardous Materials, or Both)
Max 5
To specify transportation special handling requirements, or hazardous materials information, or both
2800
Marks and Numbers
Max 10
To indicate identifying marks and numbers for shipping containers
2900
Demand Detail
Max 10
To describe the type of demand and the intended use of material
SLN Loop
Repeat 100
3000
Subline Item Detail
Max 1
To specify product subline detail item data
3100
Product/Item Description
Max 1000
To describe a product or process in coded or free-form format
3150
Individual or Organizational Name
Max 10
To supply the full name of an individual or organizational entity
N1 Loop
Repeat 200
3200
Name
Max 1
To identify a party by type of organization, name, and code
3300
Additional Name Information
Max 2
To specify additional names
3400
Address Information
Max 2
To specify the location of the named party
3500
Geographic Location
Max 1
To specify the geographic place of the named party
3600
Reference Identification
Max 12
To specify identifying information
3700
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed
3800
F.O.B. Related Instructions
Max 1
To specify transportation instructions relating to shipment
LM Loop
Repeat >1
3900
Code Source Information
Max 1
To transmit standard code list identification information
4000
Industry CodeMandatory
Max 100
Code to transmit standard industry codes
FST Loop
Repeat >1
4100
Forecast Schedule
Max 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.
4150
Quantity
Max >1
To specify quantity information
4200
Destination Quantity
Max 50
To specify destination and quantity detail
LM Loop
Repeat >1
4300
Code Source Information
Max 1
To transmit standard code list identification information
4400
Industry CodeMandatory
Max 100
Code to transmit standard industry codes
SDP Loop
Repeat 260
4500
Ship/Delivery Pattern
Max 1
To identify specific ship/delivery requirements
4600
Forecast Schedule
Max 260
To specify the forecasted dates and quantities
SHP Loop
Repeat 25
4700
Shipped/Received Information
Max 1
To specify shipment and/or receipt information
4800
Reference Identification
Max 5
To specify identifying information

Summary

Sequence
Segment
Name
Max use
0100
Transaction Totals
Max 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.
0200
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.