x12 830 Planning Schedule with Release Capability
The EDI 830 Planning Schedule transaction set is essentially an electronic sales forecast. It can be used in one of three ways:
⇰ 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. As such, the two trading partners represent a buyer (the manufacturer) and a seller (the supplier). The Planning Schedule allows the seller to plan resources such as labor and material, and to fulfill orders automatically based on the customer’s inventory levels.
830 transactions that include a Material Release are likely to include resource authorizations, period-to-date cumulative quantities, and shipping or delivery patterns for weekly, monthly or quarterly requirements. This can eliminate the need for the customer to generate separate Purchase Orders. This information 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, it is based on forecasts. The 862 Shipping Schedule transaction is for conveying actual detailed shipping instructions.
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