WIXLIB

Plex SystemsIMPLEMENTATION GUIDELINES FORANSI X12 EDI CONVENTIONS862 TRANSACTION SETMATERIAL RELEASEVersion 004010Revised October 20, 2015

2 PageFunctional Group ID DL862 Ship ScheduleThis Standard contains the format and establishes the data contents of the Shipping Schedule Transaction Set (862) for use within the context of anElectronic Data Interchange (EDI) environment. The transaction set can be used by a customer to convey precise shipping schedule requirementsto a supplier, and is intended to supplement the planning schedule transaction set (830). The shipping schedule transaction set will supersedecertain shipping and delivery information transmitted in a previous planning schedule transaction, but it does not replace the 830 transaction set.The shipping schedule transaction set shall not be used to authorize labor, materials or other resources.The use of this transaction set will facilitatethe practice of Just-In-Time (JIT) manufacturing by providing the customer with a mechanism to issue precise shipping schedule requirements ona more frequent basis than with the issuance of a planning schedule transaction, e.g., daily shipping schedules versus weekly planning schedules.The shipping schedule transaction also provides the ability for a customer location to issue shipping requirements independent of other customerlocations when planning schedule transactions are issued by a consolidated scheduling organization.Heading:Pos010IdSTSegment NameTransaction Set HeaderReqMMax Use1020BSSBeginning Segment for ShippingM1Date/Time ReferenceO10NameAdministrative ContactOO13ReqMax UseItem IdentificationUnit DetailMM11Forecast ScheduleO1RepeatNotesUsageMust useSchedule/Production Sequence030DTMLOOP ID - N1050N1100PER200UsedDetail:PosIdLOOP ID - LIN010LIN020UITLOOP ID - FST080FSTLOOP ID - SHP140SHP150REFSegment NameRepeat10000NotesUsageMust useMust use100Must use10Shipped/Received InformationReference IdentificationOO112ReqMMMax Use11UsedUsedSummary:Pos010020IdCTTSESegment NameTransaction TotalsTransaction Set TrailerNotes:3/010The number of lines items (CTT01) is the accumulation of number of LIN segments.862 (v04010)Plex – The Manufacturing Cloudwww.plex.comRepeatNotesN3/010UsageUsedUsed

3 PageBeginning Segment for ShippingSchedule/Production SequenceBSSPos: 020Max: 1Heading - MandatoryLoop: N/AElements: 6User Option (Usage): Must useTo transmit identifying numbers, dates, and other basic data relating to the transaction setElement RefBSS05Id373BSS06373BSS07328BSS11676Element NameTransaction Set Purpose CodeDescription: Code identifying purpose of transaction setCodeName05ReplacementElement NameReference IdentificationDescription: Reference information as defined for a particularTransaction Set or as specified by the Reference IdentificationQualifierDateDescription: Date expressed as CCYYMMDDGenerated DateSchedule Type QualifierDescription: Code identifying the type of dates used whendefining a shipping or delivery time in a schedule or forecastCodeNameDLDelivery BasedSHShipment BasedElement NameDateDescription: Date expressed as CCYYMMDDStart DateDateDescription: Date expressed as CCYYMMDDEnd DateRelease NumberSchedule Quantity QualifierCodeA – Actual Discrete QuantitiesD – Net Change QuantitiesR – Replacement QuantitiesReqMTypeIDMin/Max2/2UsageMust useReqMTypeANMin/Max1/30UsageMust useMDT8/8Must useMID2/2Must useReqMTypeDTMin/Max8/8UsageMust useMDT8/8Must useXAN1/30OID1/1Semantics:1.2.3.4.Use BSS02 to indicate a document number.Use BSS03 to indicate the date of this document.Use BSS05 to indicate the schedule horizon start date (the date when the schedule begins).Use BSS06 to indicate the schedule horizon end date (the date when the schedule ends).862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

4 PagePos: 030Max: 10Heading - OptionalLoop: N/AElements: 3Date/Time ReferenceDTMUser Option (Usage): UsedTo specify pertinent dates and times.Element Summary:RefDTM01Id374RefDTM02Id373DTM03337862 (v04010)Element NameDate/Time QualifierDescription: Code identifying an organizational entity, aphysical location, property or an individualCodeName102Issue DateElement NameDateDescription: CCYYMMDDTimePlex – The Manufacturing TypeDTMin/Max8/8UsageUsedCTM4/8Used

5 PagePos: 050Max: 1Heading - OptionalLoop: N1Elements: 4NameN1User Option (Usage): UsedTo identify a party by type of organization, name, and codeElement ment NameEntity Identifier CodeDescription: Code identifying an organizational entity, aphysical location, property or an individualCodeNameSUSupplier/ManufacturerSTSHIP TOElement NameNameDescription: Free-form nameIdentification Code QualifierDescription: Code designating the system/method of codestructure used for Identification Code (67)CodeName01D-U-N-S Number, Dun & Bradstreet92Assigned by Buyer or Buyer's AgentElement NameIdentification CodeDescription: Code identifying a party or other codeReqMTypeIDMin/Max2/3UsageMust eANMin/Max2/80UsageUsedSyntax:1.2.R0203 - At least one of N102,N103 is requiredP0304 - If either N103,N104 is present, then all are requiredComments:1.2.This segment, used alone, provides the most efficient method of providing organizational identification. To obtain this efficiency the "IDCode" (N104) must provide a key to the table maintained by the transaction processing party.N105 and N106 further define the type of entity in N101.862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

6 PagePos: 100Max: 3Heading - OptionalLoop: N1Elements: 4Administrative ContactPERUser Option (Usage): UsedTo identify a person or office to whon communications should be directed.Element d364862 (v04010)Element NameContact Function CodeDescription: Code identifying the responsibility of the personnamed.CodeNameSUSupplier ContactElement NameNameDescription: Free-form nameCommunications Number QualifierDescription: Code identifying the type of lement NameCommunications NumberReqXTypeANMin/Max1/80Plex – The Manufacturing Cloudwww.plex.comUsage

7 PagePos: 010Max: 1Detail - MandatoryLoop: LINElements: 9Item IdentificationLINUser Option (Usage): Must useTo specify basic item identification dataElement LIN06Element NameAssigned IdentificationDescription: Alphanumeric characters assigned fordifferentiation within a transaction setProduct/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID (234)CodeNameBPBuyer's Part NumberReqOTypeANMin/Max1/20UsageUsedMID2/2Must useProduct/Service IDDescription: Identifying number for a product or serviceProduct/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID (234)CodeNameECEngineering Change LevelMAN1/48Must useOID2/2Used234Product/Service IDDescription: Identifying number for a product or serviceXAN1/48Used234Product/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID (234)CodeNamePOPurchase Order NumberMAN2/2UsedLIN07234Product/Service IDDescription: Identifying number for a product or serviceXAN1/48UsedLIN08235Product/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID (234)CodeNamePDProduct DescriptionOID2/2UsedLIN09234Product/Service IDDescription: Identifying number for a product or serviceXAN1/48Used862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

8 PageLIN10235Product/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID (234)CodeVPOID2/2UsedNameVendor’s (Seller’s) Part NumberLIN09234Product/Service IDDescription: Identifying number for a product or serviceXAN1/48UsedLIN11235Product/Service ID QualifierDescription: Code identifying the type/source of the descriptivenumber used in Product/Service ID se Order Line NumberProduct/Service IDDescription: Identifying number for a product or 05 - If either LIN04,LIN05P0607 - If either LIN06,LIN07P0809 - If either LIN08,LIN09P1011 - If either LIN10,LIN11P1213 - If either LIN12,LIN13P1415 - If either LIN14,LIN15P1617 - If either LIN16,LIN17P1819 - If either LIN18,LIN19P2021 - If either LIN20,LIN21P2223 - If either LIN22,LIN23P2425 - If either LIN24,LIN25P2627 - If either LIN26,LIN27P2829 - If either LIN28,LIN29P3031 - If either LIN30,LIN31is present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredis present, then all are requiredSemantics:1.LIN01 is the line item identificationComments:1.2.See the Data Dictionary for a complete list of IDs.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.862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

9 PagePos: 020Max: 1Detail - MandatoryLoop: LINElements: 1Unit DetailUITUser Option (Usage): Must useTo specify item unit dataElement Summary:RefUIT01IdC001355Element NameComposite Unit of MeasureDescription: To identify a composite unit of measure(SeeFigures Appendix for examples of use)Unit or Basis for Measurement CodeDescription: Code specifying the units in which a value is beingexpressed, or manner in which a measurement has been takenCodeNameEAEachPCPieceZZMutually DefinedSyntax:1.C0302 - If UIT03 is present, then all of UIT02 are required862 (v04010)Plex – The Manufacturing Cloudwww.plex.comReqMTypeCompMin/MaxUsageMust useMID2/2Must use

10 P a g ePos: 080Max: 1Detail - MandatoryLoop: FSTElements: 4Forecast ScheduleFSTUser Option (Usage): UsedTo specify the forecasted dates and quantities.Element Summary:RefFST01Id380Element NameQuantityDescription: Numeric value of Element NameForecast QualifierDescription: Code specifying the sender’s confidence level ofthe forecast 03681CID3/3UsedRefFST04Id373Forecast Timing QualifierDescription: Code specifying interval grouping of dataCodeNameCDailyElement NameDateDescription: Delivery Date expressed as CCYYMMDDReqCTypeDTMin/Max8/8UsageUsed862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

11 P a g ePos: 110Max: 24Detail - OptionalLoop: JITElements: 2Just-In-Time ScheduleJITUser Option (Usage): OptionalTo identify the specific shipping/delivery time in terms of a 24-hour clock and identify the associated quantityElement Summary:RefJIT01Id380Element NameQuantityDescription: Numeric value of d337Element NameTimeDescription: HHMMSS EX: 000001ReqCTypeRMin/Max4/8UsageOptionalSyntax:1.The sum of the quantities in the JIT segments must add up to the quantity transmitted in the previous FST segment2.Time sent in the JIT02 is sent in the format HHMMSS. EX: 000001862 (v04010)Plex – The Manufacturing Cloudwww.plex.com

12 P a g ePos: 090Max: 12Detail - OptionalLoop: FSTElements: 2Reference IdentificationREFUser Option (Usage): UsedTo specify identifying informationElement Summary:RefREF01Id128RefREF02Id127Element NameReference Identification QualifierDescription: Code qualifying the Reference IdentificationCodeNameRERelease NumberElement NameReference IdentificationDescription: Reference information as defined for a particularTransaction Set or as specified by the Reference IdentificationQualifierSyntax:1.R0203 - At least one of REF02,REF03 is required862 (v04010)Plex – The Manufacturing Cloudwww.plex.comReqMTypeIDMin/Max2/3UsageMust useReqCTypeANMin/Max1/30UsageUsed