CVS
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Planning Schedule with Release Capability
  • Specification
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X12 830 Planning Schedule with Release Capability

X12 Release 4010

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.

Delimiters
  • ~ Segment
  • * Element
  • > Component
EDI samples
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    Overview
    ISA
    -
    Interchange Control Header
    Max use 1
    Required
    GS
    -
    Functional Group Header
    Max use 1
    Required
    heading
    ST
    010
    Transaction Set Header
    Max use 1
    Required
    BFR
    020
    Beginning Segment for Planning Schedule
    Max use 1
    Required
    REF
    050
    Reference Identification
    Max use 12
    Optional
    N1 Loop
    detail
    LIN Loop
    GE
    -
    Functional Group Trailer
    Max use 1
    Required
    IEA
    -
    Interchange Control Trailer
    Max use 1
    Required
    ISA

    Interchange Control Header

    RequiredMax use 1

    To start and identify an interchange of zero or more functional groups and interchange-related control segments

    Example
    ISA-01
    I01
    Authorization Information Qualifier
    Required

    Code to identify the type of information in the Authorization Information

    00
    No Authorization Information Present (No Meaningful Information in I02)
    ISA-02
    I02
    Authorization Information
    Required
    Min 10Max 10

    Information used for additional identification or authorization of the interchange sender or the data in the interchange; the type of information is set by the Authorization Information Qualifier (I01)

    ISA-03
    I03
    Security Information Qualifier
    Required

    Code to identify the type of information in the Security Information

    00
    No Security Information Present (No Meaningful Information in I04)
    ISA-04
    I04
    Security Information
    Required
    Min 10Max 10

    This is used for identifying the security information about the interchange sender or the data in the interchange; the type of information is set by the Security Information Qualifier (I03)

    ISA-05
    I05
    Interchange ID Qualifier
    Required
    Min 2Max 2

    Qualifier to designate the system/method of code structure used to designate the sender or receiver ID element being qualified

    Codes
    ISA-06
    I06
    Interchange Sender ID
    Required
    Min 15Max 15

    Identification code published by the sender for other parties to use as the receiver ID to route data to them; the sender always codes this value in the sender ID element

    ISA-07
    I05
    Interchange ID Qualifier
    Required
    Min 2Max 2

    Qualifier to designate the system/method of code structure used to designate the sender or receiver ID element being qualified

    Codes
    ISA-08
    I07
    Interchange Receiver ID
    Required
    Min 15Max 15

    Identification code published by the receiver of the data; When sending, it is used by the sender as their sending ID, thus other parties sending to them will use this as a receiving ID to route data to them

    ISA-09
    I08
    Interchange Date
    Required
    YYMMDD format

    Date of the interchange

    ISA-10
    I09
    Interchange Time
    Required
    HHMM format

    Time of the interchange

    ISA-11
    I10
    Interchange Control Standards Identifier
    Required

    Code to identify the agency responsible for the control standard used by the message that is enclosed by the interchange header and trailer

    U
    U.S. EDI Community of ASC X12, TDCC, and UCS
    ISA-12
    I11
    Interchange Control Version Number
    Required

    This version number covers the interchange control segments

    00401
    Draft Standards for Trial Use Approved for Publication by ASC X12 Procedures Review Board through October 1997
    ISA-13
    I12
    Interchange Control Number
    Required
    Min 9Max 9

    A control number assigned by the interchange sender

    ISA-14
    I13
    Acknowledgment Requested
    Required
    Min 1Max 1

    Code sent by the sender to request an interchange acknowledgment (TA1)

    0
    No Acknowledgment Requested
    1
    Interchange Acknowledgment Requested
    ISA-15
    I14
    Usage Indicator
    Required
    Min 1Max 1

    Code to indicate whether data enclosed by this interchange envelope is test, production or information

    I
    Information
    P
    Production Data
    T
    Test Data
    ISA-16
    I15
    Component Element Separator
    Required
    Min 1Max 1

    Type is not applicable; the component element separator is a delimiter and not a data element; this field provides the delimiter used to separate component data elements within a composite data structure; this value must be different than the data element separator and the segment terminator

    >
    Component Element Separator

    Functional Group Header

    RequiredMax use 1

    To indicate the beginning of a functional group and to provide control information

    Example
    GS-01
    479
    Functional Identifier Code
    Required

    Code identifying a group of application related transaction sets

    PS
    Planning Schedule with Release Capability (830)
    GS-02
    142
    Application Sender's Code
    Required
    Min 2Max 15

    Code identifying party sending transmission; codes agreed to by trading partners

    GS-03
    124
    Application Receiver's Code
    Required
    Min 2Max 15

    Code identifying party receiving transmission. Codes agreed to by trading partners

    GS-04
    373
    Date
    Required
    CCYYMMDD format

    Date expressed as CCYYMMDD

    GS-05
    337
    Time
    Required
    HHMM, HHMMSS, HHMMSSD, or HHMMSSDD format

    Time expressed in 24-hour clock time as follows: HHMM, or HHMMSS, or HHMMSSD, or HHMMSSDD, where H = hours (00-23), M = minutes (00-59), S = integer seconds (00-59) and DD = decimal seconds; decimal seconds are expressed as follows: D = tenths (0-9) and DD = hundredths (00-99)

    GS-06
    28
    Group Control Number
    Required
    Min 1Max 9

    Assigned number originated and maintained by the sender

    GS-07
    455
    Responsible Agency Code
    Required
    Min 1Max 2

    Code used in conjunction with Data Element 480 to identify the issuer of the standard

    T
    Transportation Data Coordinating Committee (TDCC)
    X
    Accredited Standards Committee X12
    GS-08
    480
    Version / Release / Industry Identifier Code
    Required

    Code indicating the version, release, subrelease, and industry identifier of the EDI standard being used, including the GS and GE segments; if code in DE455 in GS segment is X, then in DE 480 positions 1-3 are the version number; positions 4-6 are the release and subrelease, level of the version; and positions 7-12 are the industry or trade association identifiers (optionally assigned by user); if code in DE455 in GS segment is T, then other formats are allowed

    004010
    Draft Standards Approved for Publication by ASC X12 Procedures Review Board through October 1997

    Heading

    ST
    010

    Transaction Set Header

    RequiredMax use 1

    To indicate the start of a transaction set and to assign a control number

    Example
    ST-01
    143
    Transaction Set Identifier Code
    Required

    Code uniquely identifying a Transaction Set

    • The transaction set identifier (ST01) used by the translation routines of the interchange partners to select the appropriate transaction set definition (e.g., 810 selects the Invoice Transaction Set).
    830
    Planning Schedule with Release Capability
    ST-02
    329
    Transaction Set Control Number
    Required
    Min 4Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

    BFR
    020

    Beginning Segment for Planning Schedule

    RequiredMax use 1

    To indicate the beginning of a planning schedule transaction set; whether a ship or delivery based forecast; and related forecast envelope dates

    Example
    BFR-01
    353
    Transaction Set Purpose Code
    Required

    Code identifying purpose of transaction set

    • If BFR01 contains the value "04" (Net Change), BFR09 is required.
    00
    Original
    BFR-02
    127
    Reference Identification
    Optional
    Min 1Max 30

    Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

    • BFR02 is the identifying number for a forecast assigned by the orderer/purchaser.
    BFR-04
    675
    Schedule Type Qualifier
    Required

    Code identifying the type of dates used when defining a shipping or delivery time in a schedule or forecast

    BB
    Customer Production (Consumption) Based
    BFR-05
    676
    Schedule Quantity Qualifier
    Required

    Code identifying the type of quantities used when defining a schedule or forecast

    A
    Actual Discrete Quantities
    BFR-06
    373
    Date
    Required
    CCYYMMDD format

    Date expressed as CCYYMMDD

    • BFR06 is the forecast horizon start date: The date when the forecast horizon (envelope) begins.
    Usage notes

    Beginning Date in First FST (CCYYMMDD)

    BFR-07
    373
    Date
    Optional
    CCYYMMDD format

    Date expressed as CCYYMMDD

    • BFR07 is the forecast horizon end date: The date when the forecast horizon (envelope) ends.
    Usage notes

    Ending Date in Last FST (CCYYMMDD)

    BFR-08
    373
    Date
    Required
    CCYYMMDD format

    Date expressed as CCYYMMDD

    • BFR08 is the date forecast generated: The date the forecast data was generated.
    Usage notes

    Data Creation Date (CCYYMMDD)

    REF
    050

    Reference Identification

    OptionalMax use 12

    To specify identifying information

    Example
    REF-01
    128
    Reference Identification Qualifier
    Required

    Code qualifying the Reference Identification

    VR
    Vendor ID Number

    CVS Vendor Number

    REF-02
    127
    Reference Identification
    Optional
    Min 1Max 30

    Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

    N1 Loop
    OptionalMax >1
    N1
    230

    Name

    RequiredMax use 1

    To identify a party by type of organization, name, and code

    Example
    If either Identification Code Qualifier (N1-03) or Identification Code (N1-04) is present, then the other is required
    N1-01
    98
    Entity Identifier Code
    Required

    Code identifying an organizational entity, a physical location, property or an individual

    FR
    Message From
    N1-03
    66
    Identification Code Qualifier
    Optional

    Code designating the system/method of code structure used for Identification Code (67)

    1
    D-U-N-S Number, Dun & Bradstreet
    N1-04
    67
    Identification Code
    Optional

    Code identifying a party or other code

    • This segment, used alone, provides the most efficient method of providing organizational identification. To obtain this efficiency the "ID Code" (N104) must provide a key to the table maintained by the transaction processing party.
    001786664
    CVS Duns Number

    Detail

    LIN Loop
    RequiredMax >1
    LIN
    010

    Item Identification

    RequiredMax use 1

    To specify basic item identification data

    Example
    If either Product/Service ID Qualifier (LIN-04) or Product/Service ID (LIN-05) is present, then the other is required
    If either Product/Service ID Qualifier (LIN-06) or Product/Service ID (LIN-07) is present, then the other is required
    LIN-02
    235
    Product/Service ID Qualifier
    Required

    Code identifying the type/source of the descriptive number used in Product/Service ID (234)

    • LIN02 through LIN31 provide for fifteen different product/service IDs for each item. For example: Case, Color, Drawing No., U.P.C. No., ISBN No., Model No., or SKU.
    IN
    Buyer's Item Number
    LIN-03
    234
    Product/Service ID
    Required
    Min 1Max 48

    Identifying number for a product or service

    Usage notes

    CVS Item Number

    LIN-04
    235
    Product/Service ID Qualifier
    Optional

    Code identifying the type/source of the descriptive number used in Product/Service ID (234)

    UI
    U.P.C. Consumer Package Code (1-5-5)
    LIN-05
    234
    Product/Service ID
    Optional
    Min 1Max 48

    Identifying number for a product or service

    Usage notes

    UPC Number or NDC Number

    LIN-06
    235
    Product/Service ID Qualifier
    Optional

    Code identifying the type/source of the descriptive number used in Product/Service ID (234)

    UA
    U.P.C./EAN Case Code (2-5-5)
    LIN-07
    234
    Product/Service ID
    Optional
    Min 1Max 48

    Identifying number for a product or service

    Usage notes

    UPC Number

    UIT
    020

    Unit Detail

    OptionalMax use 1

    To specify item unit data

    Example
    UIT-01
    C001
    Composite Unit of Measure
    To identify a composite unit of measure (See Figures Appendix for examples of use)
    C001-01
    355
    Unit or Basis for Measurement Code
    Required

    Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken

    PC
    Piece
    FST Loop
    OptionalMax >1
    FST
    410

    Forecast Schedule

    RequiredMax use 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.
    Example
    FST-01
    380
    Quantity
    Required
    Min 1Max 15

    Numeric value of quantity

    FST-02
    680
    Forecast Qualifier
    Required

    Code specifying the sender's confidence level of the forecast data or an action associated with a forecast

    • As qualified by FST02 and FST03, FST04 represents either a discrete forecast date, the first date of a forecasted bucket (weekly, monthly, quarterly, etc.) or the start date of a flexible interval.
    D
    Planning
    FST-03
    681
    Forecast Timing Qualifier
    Required

    Code specifying interval grouping of the forecast

    • If FST03 equals "F" (indicating flexible interval), then FST04 and FST05 are required. FST04 would be used for the start date of the flexible interval and FST05 would be used for the end date of the flexible interval.
    F
    Flexible Interval (from Date X through Date Y)
    FST-04
    373
    Date
    Required
    CCYYMMDD format

    Date expressed as CCYYMMDD

    Usage notes

    Beginning Date (CCYYMMDD)

    FST-05
    373
    Date
    Optional
    CCYYMMDD format

    Date expressed as CCYYMMDD

    Usage notes

    Ending Date (CCYYMMDD)

    SDQ
    420

    Destination Quantity

    OptionalMax use 50

    To specify destination and quantity detail

    Example
    If either Identification Code (SDQ-05) or Quantity (SDQ-06) is present, then the other is required
    If either Identification Code (SDQ-07) or Quantity (SDQ-08) is present, then the other is required
    If either Identification Code (SDQ-09) or Quantity (SDQ-10) is present, then the other is required
    If either Identification Code (SDQ-11) or Quantity (SDQ-12) is present, then the other is required
    If either Identification Code (SDQ-13) or Quantity (SDQ-14) is present, then the other is required
    If either Identification Code (SDQ-15) or Quantity (SDQ-16) is present, then the other is required
    If either Identification Code (SDQ-17) or Quantity (SDQ-18) is present, then the other is required
    If either Identification Code (SDQ-19) or Quantity (SDQ-20) is present, then the other is required
    If either Identification Code (SDQ-21) or Quantity (SDQ-22) is present, then the other is required
    SDQ-01
    355
    Unit or Basis for Measurement Code
    Required

    Code specifying the units in which a value is being expressed, or manner in which a measurement has been taken

    PC
    Piece
    SDQ-02
    66
    Identification Code Qualifier
    Optional

    Code designating the system/method of code structure used for Identification Code (67)

    • SDQ02 is used only if different than previously defined in the transaction set.
    54
    Warehouse

    Warehouse -See the link for pertinent DC Codes http://cvssuppliers.com/distribution-center-id-table

    92
    Assigned by Buyer or Buyer's Agent

    Store

    SDQ-03
    67
    Identification Code
    Required
    Min 2Max 80

    Code identifying a party or other code

    • SDQ03 is the store number.
    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-04
    380
    Quantity
    Required
    Min 1Max 15

    Numeric value of quantity

    SDQ-05
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-06
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-07
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-08
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-09
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-10
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-11
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-12
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-13
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-14
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-15
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-16
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-17
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-18
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-19
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-20
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-21
    67
    Identification Code
    Optional
    Min 2Max 80

    Code identifying a party or other code

    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    SDQ-22
    380
    Quantity
    Optional
    Min 1Max 15

    Numeric value of quantity

    SDQ-23
    310
    Location Identifier
    Optional
    Min 1Max 30

    Code which identifies a specific location

    • SDQ23 identifies the area within the location identified in SDQ03, SDQ05, SDQ07, SDQ09, SDQ11, SDQ13, SDQ15, SDQ17, SDQ19, and SDQ21.
    • SDQ23 may be used to identify areas within a store, e.g., front room, back room, selling outpost, end aisle display, etc. The value is agreed to by trading partners or industry conventions.
    Usage notes

    CVS DC Code (E.g. W101. F202)
    Store Number (E.g. 10951, 00212)

    Summary

    CTT
    010

    Transaction Totals

    OptionalMax use 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.
    Example
    CTT-01
    354
    Number of Line Items
    Required
    Min 1Max 6

    Total number of line items in the transaction set

    SE
    020

    Transaction Set Trailer

    RequiredMax use 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)

    Example
    SE-01
    96
    Number of Included Segments
    Required
    Min 1Max 10

    Total number of segments included in a transaction set including ST and SE segments

    SE-02
    329
    Transaction Set Control Number
    Required
    Min 4Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

    Functional Group Trailer

    RequiredMax use 1

    To indicate the end of a functional group and to provide control information

    Example
    GE-01
    97
    Number of Transaction Sets Included
    Required
    Min 1Max 6

    Total number of transaction sets included in the functional group or interchange (transmission) group terminated by the trailer containing this data element

    GE-02
    28
    Group Control Number
    Required
    Min 1Max 9

    Assigned number originated and maintained by the sender

    Interchange Control Trailer

    RequiredMax use 1

    To define the end of an interchange of zero or more functional groups and interchange-related control segments

    Example
    IEA-01
    I16
    Number of Included Functional Groups
    Required
    Min 1Max 5

    A count of the number of functional groups included in an interchange

    IEA-02
    I12
    Interchange Control Number
    Required
    Min 9Max 9

    A control number assigned by the interchange sender

    EDI Samples

    Store Sample

    ST*830*0184~
    BFR*00*00**BB*A*20171112*20171118*20171020~
    REF*VR*40641~
    N1*FR**1*001786664~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*64*D*F*20171112*20171118~
    SDQ*PC*92*10951*64~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*7168*D*F*20171119*20171125~
    SDQ*PC*92*00212*3648*10951*1920*10152*1600~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*192*D*F*20171126*20171202~
    SDQ*PC*92*21056*64*31000*64*11123*64~
    CTT*3~
    SE*18*0184~

    Warehouse Sample

    ST*830*0184~
    BFR*00*00**BB*A*20171112*20171118*20171020~
    REF*VR*40641~
    N1*FR**1*001786664~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*64*D*F*20171112*20171118~
    SDQ*PC*54*C101*64~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*7168*D*F*20171119*20171125~
    SDQ*PC*54*L101*3648*M101*1920*O101*1600~
    LIN**IN*925390*UI*05042844452*UA*00000000000000~
    UIT*PC~
    FST*192*D*F*20171126*20171202~
    SDQ*PC*54*L101*64*M101*64*O101*64~
    CTT*3~
    SE*18*0184~

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