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Planning Schedule with Release Capability
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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 sample
  • Sample 1
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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 Bill-to-Party
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
Identifier (ID)

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
String (AN)
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
Identifier (ID)

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
String (AN)
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
Identifier (ID)
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
String (AN)
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
Identifier (ID)
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
String (AN)
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
Date (DT)
YYMMDD format

Date of the interchange

ISA-10
I09
Interchange Time
Required
Time (TM)
HHMM format

Time of the interchange

ISA-11
I10
Interchange Control Standards Identifier
Required
Identifier (ID)

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
Identifier (ID)

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
Numeric (N0)
Min 9Max 9

A control number assigned by the interchange sender

ISA-14
I13
Acknowledgment Requested
Required
Identifier (ID)
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
Identifier (ID)
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
String (AN)
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
Identifier (ID)

Code identifying a group of application related transaction sets

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

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

GS-03
124
Application Receiver's Code
Required
String (AN)
Min 2Max 15

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

GS-04
373
Date
Required
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

GS-05
337
Time
Required
Time (TM)
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
Numeric (N0)
Min 1Max 9

Assigned number originated and maintained by the sender

GS-07
455
Responsible Agency Code
Required
Identifier (ID)
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
String (AN)

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
Heading > ST

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
Identifier (ID)

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
Numeric (N)
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
Heading > BFR

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
At least one of Reference Identification (BFR-02) or Release Number (BFR-03) is required
BFR-01
353
Transaction Set Purpose Code
Required
Identifier (ID)

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
String (AN)
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-03
328
Release Number
Optional
String (AN)
Min 1Max 30

Number identifying a release against a Purchase Order previously placed by the parties involved in the transaction

BFR-04
675
Schedule Type Qualifier
Required
Identifier (ID)

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

SH
Shipment Based
BFR-05
676
Schedule Quantity Qualifier
Required
Identifier (ID)

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

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

Date expressed as CCYYMMDD

  • BFR06 is the forecast horizon start date: The date when the forecast horizon (envelope) begins.
BFR-07
373
Date
Optional
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

  • BFR07 is the forecast horizon end date: The date when the forecast horizon (envelope) ends.
BFR-08
373
Date
Required
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

  • BFR08 is the date forecast generated: The date the forecast data was generated.
BFR-11
324
Purchase Order Number
Optional
String (AN)
Min 1Max 22

Identifying number for Purchase Order assigned by the orderer/purchaser

REF
050
Heading > REF

Reference Identification

OptionalMax use 12

To specify identifying information

Example
At least one of Reference Identification (REF-02) or Description (REF-03) is required
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

ZZ
Mutually Defined
REF-02
127
Reference Identification
Optional
String (AN)
Min 1Max 30

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

REF-03
352
Description
Optional
String (AN)
Min 1Max 80

A free-form description to clarify the related data elements and their content

N1 Loop Bill-to-Party
OptionalMax 1
Variants (all may be used)
N1 Loop Selling Agent
N1
230
Heading > N1 Loop Bill-to-Party > N1

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
At least one of Name (N1-02) or Identification Code Qualifier (N1-03) is required
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

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

BT
Bill-to-Party
N1-02
93
Name
Optional
String (AN)
Min 1Max 60

Free-form name

N1-03
66
Identification Code Qualifier
Optional
Identifier (ID)

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

01
Nissan Billing Code
ZZ
Mutually Defined
N1-04
67
Identification Code
Optional
String (AN)
Min 2Max 80

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.
N1 Loop Bill-to-Party end
N1 Loop Selling Agent
OptionalMax 1
Variants (all may be used)
N1 Loop Bill-to-Party
N1
230
Heading > N1 Loop Selling Agent > N1

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
At least one of Name (N1-02) or Identification Code Qualifier (N1-03) is required
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

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

EV
Selling Agent
N1-02
93
Name
Optional
String (AN)
Min 1Max 60

Free-form name

N1-03
66
Identification Code Qualifier
Optional
Identifier (ID)

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

01
Nissan Billing Code
ZZ
Mutually Defined
N1-04
67
Identification Code
Optional
String (AN)
Min 2Max 80

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.
N1 Loop Selling Agent end
Heading end

Detail

LIN Loop
RequiredMax >1
LIN
010
Detail > LIN Loop > LIN

Item Identification

RequiredMax use 1

To specify basic item identification data

Example
LIN-02
235
Product/Service ID Qualifier
Required
Identifier (ID)

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.
BP
Buyer's Part Number
LIN-03
234
Product/Service ID
Required
String (AN)
Min 1Max 48

Identifying number for a product or service

UIT
020
Detail > LIN Loop > UIT

Unit Detail

OptionalMax use 1

To specify item unit data

Example
UIT-01
C001
Composite Unit of Measure
RequiredMax use 1
To identify a composite unit of measure (See Figures Appendix for examples of use)
C001-01
355
Unit or Basis for Measurement Code
Required
Identifier (ID)

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

PC
Piece
C001-04
355
Unit or Basis for Measurement Code
Optional
Identifier (ID)

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

LB
Pound
C001-06
649
Multiplier
Optional
Decimal number (R)
Min 1Max 10

Value to be used as a multiplier to obtain a new value

UIT-02
212
Unit Price
Optional
Decimal number (R)
Min 1Max 15

Price per unit of product, service, commodity, etc.

PID
080
Detail > LIN Loop > PID

Product/Item Description

OptionalMax use 1000

To describe a product or process in coded or free-form format

Example
PID-01
349
Item Description Type
Required
Identifier (ID)

Code indicating the format of a description

  • If PID01 equals "F", then PID05 is used. If PID01 equals "S", then PID04 is used. If PID01 equals "X", then both PID04 and PID05 are used.
F
Free-form
PID-05
352
Description
Required
String (AN)
Min 1Max 80

A free-form description to clarify the related data elements and their content

N1 Loop
OptionalMax 1
N1
320
Detail > LIN Loop > N1 Loop > N1

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
At least one of Name (N1-02) or Identification Code Qualifier (N1-03) is required
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

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

SF
Ship From
ST
Ship To
N1-02
93
Name
Optional
String (AN)
Min 1Max 60

Free-form name

N1-03
66
Identification Code Qualifier
Optional
Identifier (ID)

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

92
Assigned by Buyer or Buyer's Agent
N1-04
67
Identification Code
Optional
String (AN)
Min 2Max 80

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.
N1 Loop end
SDP Loop
OptionalMax >1
SDP
450
Detail > LIN Loop > SDP Loop > SDP

Ship/Delivery Pattern

RequiredMax use 1

To identify specific ship/delivery requirements

Example
SDP-01
678
Ship/Delivery or Calendar Pattern Code
Required
Identifier (ID)

Code which specifies the routine shipments, deliveries, or calendar pattern

Y
None (Also Used to Cancel or Override a Previous Pattern)
SDP-02
679
Ship/Delivery Pattern Time Code
Required
Identifier (ID)

Code which specifies the time for routine shipments or deliveries

Y
None (Also Used to Cancel or Override a Previous Pattern)
FST
460
Detail > LIN Loop > SDP Loop > FST

Forecast Schedule

OptionalMax use 260

To specify the forecasted dates and quantities

Example
If either Reference Identification Qualifier (FST-08) or Reference Identification (FST-09) is present, then the other is required
FST-01
380
Quantity
Required
Decimal number (R)
Min 1Max 15

Numeric value of quantity

FST-02
680
Forecast Qualifier
Required
Identifier (ID)

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.
C
Firm
D
Planning
FST-03
681
Forecast Timing Qualifier
Required
Identifier (ID)

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
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

Usage notes

The date in the FST_04 represents beginning date of current Nissan Service Fiscal Year.

FST-05
373
Date
Optional
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

Usage notes

The date in the FST_05 represents the scheduled ship date for this release.

FST-08
128
Reference Identification Qualifier
Optional
Identifier (ID)

Code qualifying the Reference Identification

CUR
Current Release Number
PLN
Proposed Contract Number

Used When N1-01 is SF

FST-09
127
Reference Identification
Optional
String (AN)
Min 1Max 30

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

SDP Loop end
SHP Loop
OptionalMax >1
SHP
470
Detail > LIN Loop > SHP Loop > SHP

Shipped/Received Information

RequiredMax use 1

To specify shipment and/or receipt information

Example
If Quantity Qualifier (SHP-01) is present, then Quantity (SHP-02) is required
If Date (SHP-04) is present, then Date/Time Qualifier (SHP-03) is required
If Date/Time Qualifier (SHP-03) is present, then Date (SHP-04) is required
SHP-01
673
Quantity Qualifier
Optional
Identifier (ID)

Code specifying the type of quantity

  • If SHP01 equals "02", "07", "08", "09", or "10" (indicating cumulative quantities), then SHP04 and SHP06 are required to identify the start and end dates of the quantity count.
02
Cumulative Quantity
SHP-02
380
Quantity
Optional
Decimal number (R)
Min 1Max 15

Numeric value of quantity

SHP-03
374
Date/Time Qualifier
Optional
Identifier (ID)

Code specifying type of date or time, or both date and time

011
Shipped
SHP-04
373
Date
Optional
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD

  • SHP04 is the date shipped, delivered, received, or the cumulative quantity start date (as qualified by SHP03).
SHP Loop end
LIN Loop end
Detail end

Summary

CTT
010
Summary > CTT

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
Numeric (N0)
Min 1Max 6

Total number of line items in the transaction set

SE
020
Summary > SE

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
Numeric (N0)
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
Numeric (N)
Min 4Max 9

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

Summary end

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
Numeric (N0)
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
Numeric (N0)
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
Numeric (N0)
Min 1Max 5

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

IEA-02
I12
Interchange Control Number
Required
Numeric (N0)
Min 9Max 9

A control number assigned by the interchange sender

EDI Samples

Sample 1

ST*830*0001~
BFR*00*X*XXX*SH*A*20240116*20240116*20240116***XXXXX~
REF*ZZ*XXX*XXXX~
N1*BT*XXX*01*XXXX~
N1*EV*XXXXX*01*XXXXXX~
LIN**BP*XXXX~
UIT*PC>>*000~
PID*F****XX~
N1*ST*X*92*XXXX~
SDP*Y*Y~
FST*00000000*C*F*20240117*20240116***CUR*X~
SHP*02*000*011*20240116~
CTT*0000~
SE*14*0001~

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