EDI 830 Planning Schedule With Release

The EDI 830 Planning Schedule transaction set is known as an electronic sales forecast. This transaction code can only be used in 1 of 3 ways.

  • Used as a Sales Forecast
  • Used as a Forecast and Authorization for recipient to Commit To Resources
  • Used as a Forecast that will also includes Order Release Levels

The senders of 830 Planning Schedules are usually manufacturers communicating with their suppliers. Due to this action, the trading partners would represent a buyer (manufacturer) and a seller (supplier). The Planning Schedule would allow 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;

  • Shipping and Delivery Patterns (Weekly, Monthly, Quarterly)
  • Cumulative Quantities (Period-To-Date)
  • Resource Authorizations

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.

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 Specifications

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.

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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. Just as a simple forecast
  2. A forecast with the buyer’s authorization for a seller to commit to resources
  3. A forecast used as an order release, including elements like period-to-date cumulative quantities, resource authorizations or shipping/delivery pattern requirements

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.