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X12 - 830 - Planning Schedule with Release Capability
X12 - 830 - Planning Schedule with Release Capability
Micah A. Parker avatar
Written by Micah A. Parker
Updated over a year ago

Product: X12 EDI

Transaction: 830


830 - Planning Schedule with Release Capability
FUNCTIONAL GROUP=PS

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.
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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.


SCHEMA


ST

Segment

Name

Position

ST

Transaction Set Header

0100

BFR

Beginning Segment for Planning Schedule

0200

XPO

Preassigned Purchase Order Numbers

0250

CUR

Currency

0400

REF

Reference Information

0500

PER

Administrative Communications Contact

0600

TAX

Tax Reference

0700

FOB

F.O.B. Related Instructions

0800

CTP

Pricing Information

0900

SAC

Service, Promotion, Allowance, or Charge Information

1000

CSH

Sales Requirements

1100

ITD

Terms of Sale/Deferred Terms of Sale

1200

DTM

Date/Time Reference

1300

PID

Product/Item Description

1400

MEA

Measurements

1500

PWK

Paperwork

1600

PKG

Marking, Packaging, Loading

1700

TD1

Carrier Details (Quantity and Weight)

1800

TD5

Carrier Details (Routing Sequence/Transit Time)

1900

TD3

Carrier Details (Equipment)

2000

TD4

Carrier Details (Special Handling, or Hazardous Materials, or Both)

2100

MAN

Marks and Numbers Information

2200

N1

Segment

Name

Position

N1

Party Identification

2300

N2

Additional Name Information

2400

N3

Party Location

2500

N4

Geographic Location

2600

REF

Reference Information

2700

PER

Administrative Communications Contact

2800

FOB

F.O.B. Related Instructions

2900

LM

Segment

Name

Position

LM

Code Source Information

3000

LQ

Industry Code Identification

3100

LIN

Segment

Name

Position

LIN

Item Identification

0100

UIT

Unit Detail

0200

DTM

Date/Time Reference

0210

CUR

Currency

0300

PO3

Additional Item Detail

0600

CTP

Pricing Information

0700

PID

Product/Item Description

0800

MEA

Measurements

0900

PWK

Paperwork

1000

PKG

Marking, Packaging, Loading

1100

PO4

Item Physical Details

1200

PRS

Part Release Status

1300

REF

Reference Information

1400

PER

Administrative Communications Contact

1500

SAC

Service, Promotion, Allowance, or Charge Information

1700

ITD

Terms of Sale/Deferred Terms of Sale

1800

TAX

Tax Reference

1900

FOB

F.O.B. Related Instructions

2000

LDT

Lead Time

2100

QTY

Quantity Information

2200

ATH

Resource Authorization

2300

TD1

Carrier Details (Quantity and Weight)

2400

TD5

Carrier Details (Routing Sequence/Transit Time)

2500

TD3

Carrier Details (Equipment)

2600

TD4

Carrier Details (Special Handling, or Hazardous Materials, or Both)

2700

MAN

Marks and Numbers Information

2800

DD

Demand Detail

2900

SLN

Segment

Name

Position

SLN

Subline Item Detail

3000

PID

Product/Item Description

3100

NM1

Individual or Organizational Name

3150

N1

Segment

Name

Position

N1

Party Identification

3200

N2

Additional Name Information

3300

N3

Party Location

3400

N4

Geographic Location

3500

REF

Reference Information

3600

PER

Administrative Communications Contact

3700

FOB

F.O.B. Related Instructions

3800

LM

Segment

Name

Position

LM

Code Source Information

3900

LQ

Industry Code Identification

4000

FST

Segment

Name

Position

FST

Forecast Schedule

4100

QTY

Quantity Information

4150

SDQ

Destination Quantity

4200

LM

Segment

Name

Position

LM

Code Source Information

4300

LQ

Industry Code Identification

4400

SDP

Segment

Name

Position

SDP

Ship/Delivery Pattern

4500

FST

Forecast Schedule

4600

SHP

Segment

Name

Position

SHP

Shipped/Received Information

4700

REF

Reference Information

4800

SE

Segment

Name

Position

CTT

Transaction Totals

0100

SE

Transaction Set Trailer

0200


COMMENTS


Notes

2/2200

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.

2/4100

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.

3/0100

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.

rev 12/05/2024

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