830 Planning Schedule with Release Capability
830 Planning Schedule with Release Capability
Function 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.
Position
Segment
Name
Max Use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
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
025
Preassigned Purchase Order NumbersOptional
Max >1
To transmit preassigned purchase order numbers
040
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
050
Reference IdentificationOptional
Max 12
To specify identifying information
060
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
070
Tax ReferenceOptional
Max 3
To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
080
F.O.B. Related InstructionsOptional
Max 1
To specify transportation instructions relating to shipment
090
Pricing InformationOptional
Max 25
To specify pricing information
100
Service, Promotion, Allowance, or Charge InformationOptional
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
110
Sales RequirementsOptional
Max 1
To specify general conditions or requirements of the sale
120
Terms of Sale/Deferred Terms of SaleOptional
Max 2
To specify terms of sale
130
Date/Time ReferenceOptional
Max 10
To specify pertinent dates and times
140
Product/Item DescriptionOptional
Max 200
To describe a product or process in coded or free-form format
150
MeasurementsOptional
Max 40
To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)
160
PaperworkOptional
Max 25
To identify the type or transmission or both of paperwork or supporting information
170
Marking, Packaging, LoadingOptional
Max 25
To describe marking, packaging, loading, and unloading requirements
180
Carrier Details (Quantity and Weight)Optional
Max 2
To specify the transportation details relative to commodity, weight, and quantity
190
Carrier Details (Routing Sequence/Transit Time)Optional
Max 12
To specify the carrier and sequence of routing and provide transit time information
200
Carrier Details (Equipment)Optional
Max 12
To specify transportation details relating to the equipment used by the carrier
210
Carrier Details (Special Handling, or Hazardous Materials, or Both)Optional
Max 5
To specify transportation special handling requirements, or hazardous materials information, or both
220
Marks and NumbersOptional
Max 10
To indicate identifying marks and numbers for shipping containers
N1Loop
Optional
Repeat 200
230
NameMandatory
Max 1
To identify a party by type of organization, name, and code
240
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
250
Address InformationOptional
Max 2
To specify the location of the named party
260
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
270
Reference IdentificationOptional
Max 12
To specify identifying information
280
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
290
F.O.B. Related InstructionsOptional
Max 1
To specify transportation instructions relating to shipment
LMLoop
Optional
Repeat >1
300
Code Source InformationMandatory
Max 1
To transmit standard code list identification information
310
Industry CodeMandatory
Max 100
Code to transmit standard industry codes
Position
Segment
Name
Max Use
LINLoop
Mandatory
Repeat >1
010
Item IdentificationMandatory
Max 1
To specify basic item identification data
020
Unit DetailOptional
Max 1
To specify item unit data
021
Date/Time ReferenceOptional
Max 10
To specify pertinent dates and times
030
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
060
Additional Item DetailOptional
Max 25
To specify additional item-related data involving variations in normal price/quantity structure
070
Pricing InformationOptional
Max 25
To specify pricing information
080
Product/Item DescriptionOptional
Max 1000
To describe a product or process in coded or free-form format
090
MeasurementsOptional
Max 40
To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)
100
PaperworkOptional
Max 25
To identify the type or transmission or both of paperwork or supporting information
110
Marking, Packaging, LoadingOptional
Max 25
To describe marking, packaging, loading, and unloading requirements
120
Item Physical DetailsOptional
Max 1
To specify the physical qualities, packaging, weights, and dimensions relating to the item
130
Part Release StatusOptional
Max 1
To indicate the status of the part being ordered or forecast with respect to this material release or planning document
140
Reference IdentificationOptional
Max 12
To specify identifying information
150
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
170
Service, Promotion, Allowance, or Charge InformationOptional
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
180
Terms of Sale/Deferred Terms of SaleOptional
Max 2
To specify terms of sale
190
Tax ReferenceOptional
Max 3
To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
200
F.O.B. Related InstructionsOptional
Max 1
To specify transportation instructions relating to shipment
210
Lead TimeOptional
Max 12
To specify lead time for availability of products and services
220
QuantityOptional
Max >1
To specify quantity information
230
Resource AuthorizationOptional
Max 20
To specify resource authorizations (i.e., finished labor, material, etc.) in the planning schedule
240
Carrier Details (Quantity and Weight)Optional
Max 1
To specify the transportation details relative to commodity, weight, and quantity
250
Carrier Details (Routing Sequence/Transit Time)Optional
Max 12
To specify the carrier and sequence of routing and provide transit time information
260
Carrier Details (Equipment)Optional
Max 12
To specify transportation details relating to the equipment used by the carrier
270
Carrier Details (Special Handling, or Hazardous Materials, or Both)Optional
Max 5
To specify transportation special handling requirements, or hazardous materials information, or both
280
Marks and NumbersOptional
Max 10
To indicate identifying marks and numbers for shipping containers
290
Demand DetailOptional
Max 10
To describe the type of demand and the intended use of material
SLNLoop
Optional
Repeat 100
300
Subline Item DetailMandatory
Max 1
To specify product subline detail item data
310
Product/Item DescriptionOptional
Max 1000
To describe a product or process in coded or free-form format
315
Individual or Organizational NameOptional
Max 10
To supply the full name of an individual or organizational entity
N1Loop
Optional
Repeat 200
320
NameMandatory
Max 1
To identify a party by type of organization, name, and code
330
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
340
Address InformationOptional
Max 2
To specify the location of the named party
350
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
360
Reference IdentificationOptional
Max 12
To specify identifying information
370
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
380
F.O.B. Related InstructionsOptional
Max 1
To specify transportation instructions relating to shipment
LMLoop
Optional
Repeat >1
390
Code Source InformationMandatory
Max 1
To transmit standard code list identification information
400
Industry CodeMandatory
Max 100
Code to transmit standard industry codes
FSTLoop
Optional
Repeat >1
410
Forecast ScheduleMandatory
Max 1
To specify the forecasted dates and quantities
415
QuantityOptional
Max >1
To specify quantity information
420
Destination QuantityOptional
Max 50
To specify destination and quantity detail
LMLoop
Optional
Repeat >1
430
Code Source InformationMandatory
Max 1
To transmit standard code list identification information
440
Industry CodeMandatory
Max 100
Code to transmit standard industry codes
SDPLoop
Optional
Repeat 260
450
Ship/Delivery PatternMandatory
Max 1
To identify specific ship/delivery requirements
460
Forecast ScheduleOptional
Max 260
To specify the forecasted dates and quantities
SHPLoop
Optional
Repeat 25
470
Shipped/Received InformationMandatory
Max 1
To specify shipment and/or receipt information
480
Reference IdentificationOptional
Max 5
To specify identifying information
Position
Segment
Name
Max Use
010
Transaction TotalsOptional
Max 1
To transmit a hash total for a specific element in the transaction set
020
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)