EDI 830 Planning Schedule With Release Capability File Format

The EDI 830 Planning Schedule transaction set is really used as an electronic sales forecast. In fact, it can be used in 3 different ways:

  • Just 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. The 2 trading partners would represent the buyer (the manufacturer) and the seller (the supplier). The Planning Schedule allows the seller to plan resources, such as labor and material, and to fulfill orders via automation based on a customer’s inventory levels. 830 transactions that do include a Material Release are likely to include specific authorizations, which could be period-to-date cumulative quantities, and shipping or delivery patterns (weekly, monthly or quarterly) requirements. By doing so, it can eliminate the need for a customer to generate separate purchase orders.

This info 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, the main focus is on forecasts. You can use the 862 Shipping Schedule transaction to provide detailed shipping instructions as needed.

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 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. 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.
As discussed above, the planning schedule transaction can be used in various ways or in a combination of ways, such as:
  • Just 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 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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