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862 Shipping ScheduleFunctional Group ID SSIntroduction:This Draft Standard for Trial Use contains the format and establishes the data contents of the Shipping ScheduleTransaction Set (862) for use within the context of an Electronic Data Interchange (EDI) environment. Thetransaction set can be used by a customer to convey precise shipping schedule requirements to a supplier, and isintended to supplement the planning schedule transaction set (830). The shipping schedule transaction set willsupersede certain shipping and delivery information transmitted in a previous planning schedule transaction, but itdoes 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 facilitate the practice of Just-In-Time (JIT)manufacturing by providing the customer with a mechanism to issue precise shipping schedule requirements on amore frequent basis than with the issuance of a planning schedule transaction, e.g., daily shipping schedules versusweekly planning schedules. The shipping schedule transaction also provides the ability for a customer location toissue shipping requirements independent of other customer locations when planning schedule transactions are issuedby a consolidated scheduling organization.Heading:MPos.No.010Seg.IDSTM020BSSNot Used030DTM050N1Not Used060Not Used070Not UsedNot UsedReq.Des.MNameTransaction Set HeaderBeginning Segment for ShippingSchedule/Production SequenceDate/Time ReferenceMax.Use1M1O10NameO1N2Additional Name InformationO2N3Address InformationO2080N4Geographic LocationO1090REFReference IdentificationO12Not Used100PERAdministrative Communications ContactO3Not Used110FOBF.O.B. Related InstructionsO1Pos.No.Seg.IDM010LINItem IdentificationMM020UITUnit DetailM1Not Used030PKGMarking, Packaging, LoadingO 1Not Used040PO4Item Physical DetailsO 1Not Used045PRSPart Release StatusO1Not Used047QTYQuantityO1050REFReference IdentificationO12LOOP ID - N1LoopRepeatNotes andComments200Detail:Req.Des.NameLOOP ID - LINMax.UseNotes andComments1060PERAdministrative Communications ContactO3Not Used070SDPShip/Delivery PatternO1M080FSTForecast ScheduleM1Not Used090DTMDate/Time ReferenceO 1Not Used100SDQDestination QuantityO 1LOOP ID - FSTTESLA O 862 4010XSPEC (004010)LoopRepeat100001041October 3, 2011
LOOP ID - JIT96Not Used110JITJust-In-Time ScheduleO1Not Used120REFReference IdentificationO500140SHPShipped/Received InformationO1Not Used150REFReference IdentificationO12Not Used160TD1Carrier Details (Quantity and Weight)O1Not Used170TD3Carrier Details (Equipment)O1Not Used180TD5Carrier Details (Routing Sequence/TransitTime)O1LOOP ID - SHP25Summary:MPos.No.010Seg.IDCTTNameTransaction TotalsReq.Des.O020SETransaction Set TrailerMMax.Use1LoopRepeatNotes andCommentsn11Transaction Set Notes1.The number of lines items (CTT01) is the accumulation of number of LIN segments. If used, hash total(CTT02) is the sum of the value of the quantities (FST01) for each FST segment.TESLA O 862 4010XSPEC (004010)2October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:ST Transaction Set Header010HeadingMandatory1To indicate the start of a transaction set and to assign a control number1The transaction set identifier (ST01) is used by the translation routines of theinterchange partners to select the appropriate transaction set definition (e.g., 810selects the Invoice Transaction Set).Comments:Business Rules:Variable Name: STSTMRef.Des.ST01MST02Data Element SummaryDataElement NameAttributes143Transaction Set Identifier CodeM ID 3/3Code uniquely identifying a Transaction SetRefer to 004010 Data Element Dictionary for acceptable code values.329Transaction Set Control NumberM AN 4/9Identifying control number that must be unique within the transaction setfunctional group assigned by the originator for a transaction setTESLA O 862 4010XSPEC (004010)3October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:BSS Beginning Segment for Shipping Schedule/Production Sequence020HeadingMandatory1To transmit identifying numbers, dates, and other basic data relating to the transaction set1 At least one of BSS07 or BSS08 is required.1 Use BSS02 to indicate a document number.2 Use BSS03 to indicate the date of this document.3 Use BSS05 to indicate the schedule horizon start date (the date when the schedulebegins).4 Use BSS06 to indicate the schedule horizon end date (the date when the scheduleends).5 BSS08 is the identifying number for a forecast assigned by the S03MBSS04MBSS05MBSS06BSS07BSS11Data Element SummaryDataElement NameAttributes353Transaction Set Purpose CodeM ID 2/2Code identifying purpose of transaction set00Original127Reference IdentificationM AN 1/30Reference information as defined for a particular Transaction Set or asspecified by the Reference Identification QualifierContract Number373DateM DT 8/8Date expressed as CCYYMMDDDate when forecast was created675Schedule Type QualifierM ID 2/2Code identifying the type of dates used when defining a shipping or deliverytime in a schedule or forecastPSPlanned Shipment Based373DateM DT 8/8Date expressed as CCYYMMDDDate from first occurrence373DateM DT 8/8Date expressed as CCYYMMDDDate from last occurrence328Release NumberX AN 1/30Number identifying a release against a Purchase Order previously placed by theparties involved in the transaction676Schedule Quantity QualifierO ID 1/1Code identifying the type of quantities used when defining a schedule orforecastAActual Discrete QuantitiesCCumulative QuantitiesTESLA O 862 4010XSPEC (004010)4October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:N1 Name050N1OptionalHeadingOptional1To identify a party by type of organization, name, and code1 At least one of N102 or N103 is required.2 If either N103 or N104 is present, then the other is required.12MRef.Des.N101N102N103N104This segment, used alone, provides the most efficient method of providingorganizational identification. To obtain this efficiency the "ID Code" (N104) mustprovide a key to the table maintained by the transaction processing party.N105 and N106 further define the type of entity in N101.Data Element SummaryDataElement NameAttributes98Entity Identifier CodeM ID 2/3Code identifying an organizational entity, a physical location, property or anindividualSFShip FromSTShip To93NameX AN 1/60Free-form name66Identification Code QualifierX ID 1/2Code designating the system/method of code structure used for IdentificationCode (67)92Assigned by Buyer or Buyer's Agent67Identification CodeX AN 2/80Code identifying a party or other codeTESLA O 862 4010XSPEC (004010)5October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:LIN Item Identification010LINMandatoryDetailMandatory1To specify basic item identification data1 If either LIN04 or LIN05 is present, then the other is required.2 If either LIN06 or LIN07 is present, then the other is required.3 If either LIN08 or LIN09 is present, then the other is required.4 If either LIN10 or LIN11 is present, then the other is required.5 If either LIN12 or LIN13 is present, then the other is required.6 If either LIN14 or LIN15 is present, then the other is required.7 If either LIN16 or LIN17 is present, then the other is required.8 If either LIN18 or LIN19 is present, then the other is required.9 If either LIN20 or LIN21 is present, then the other is required.10 If either LIN22 or LIN23 is present, then the other is required.11 If either LIN24 or LIN25 is present, then the other is required.12 If either LIN26 or LIN27 is present, then the other is required.13 If either LIN28 or LIN29 is present, then the other is required.14 If either LIN30 or LIN31 is present, then the other is required.1 LIN01 is the line item identification1 See the Data Dictionary for a complete list of IDs.2 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.Data Element SummaryDataElement NameAttributes350Assigned IdentificationM AN 1/6Alphanumeric characters assigned for differentiation within a transaction setLIN01 will be required back on the 856.MRef.Des.LIN01MLIN02235MLIN03234TESLA O 862 4010XSPEC (004010)Product/Service ID QualifierM ID 2/2Code identifying the type/source of the descriptive number used inProduct/Service ID (234)BPBuyer's Part NumberProduct/Service IDM AN 1/48Identifying number for a product or service6October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:MRef.Des.UIT01MC00101UIT Unit Detail020LINMandatoryDetailMandatory1To specify item unit data1 If UIT03 is present, then UIT02 is required.Data Element SummaryDataElement NameAttributesC001 Composite Unit of MeasureMTo identify a composite unit of measure (See Figures Appendix for examplesof use)355Unit or Basis for Measurement CodeM ID 2/2Code specifying the units in which a value is being expressed, or manner inwhich a measurement has been takenRefer to 004010 Data Element Dictionary for acceptable code values.4GMicroliter1/1,000,000 undLTLiterMHMicrons (Micrometers)1/1,000,000 meterMRMeterOZOunce - AvRLRollTESLA O 862 4010XSPEC (004010)7October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:MRef.Des.REF01REF02REF Reference Identification050LINMandatoryDetailOptional12To specify identifying information1 At least one of REF02 or REF03 is required.2 If either C04003 or C04004 is present, then the other is required.3 If either C04005 or C04006 is present, then the other is required.1 REF04 contains data relating to the value cited in REF02.Data Element SummaryDataElement NameAttributes128Reference Identification QualifierM ID 2/3Code qualifying the Reference IdentificationDKDock Number127Reference IdentificationX AN 1/30Reference information as defined for a particular Transaction Set or asspecified by the Reference Identification QualifierTESLA O 862 4010XSPEC (004010)8October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:PER Administrative Communications Contact060LINMandatoryDetailOptional3To identify a person or office to whom administrative communications should be directed1 If either PER03 or PER04 is present, then the other is required.2 If either PER05 or PER06 is present, then the other is required.3 If either PER07 or PER08 is present, then the other is required.Semantic Notes:Comments:MRef.Des.PER01PER02PER03PER04Data Element SummaryDataElement NameAttributes366Contact Function CodeM ID 2/2Code identifying the major duty or responsibility of the person or group namedEXExpeditorRDReceiving Dock93NameO AN 1/60Free-form name365Communication Number QualifierX ID 2/2Code identifying the type of communication numberTETelephone364Communication NumberX AN 1/80Complete communications number including country or area code whenapplicableTESLA O 862 4010XSPEC (004010)9October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic 05FST Forecast Schedule080FSTMandatoryDetailMandatory1To specify the forecasted dates and quantities1 If either FST06 or FST07 is present, then the other is required.2 If either FST08 or FST09 is present, then the other is required.1 If FST03 equals "F" (indicating flexible interval), then FST04 and FST05 arerequired. FST04 would be used for the start date of the flexible interval and FST05would be used for the end date of the flexible interval.1 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 dateof a flexible interval.2 FST06 qualifies the time in FST07. The purpose of the FST07 element is to expressthe specific time of day in a 24-hour clock to satisfy "just-in-time" requirements. Asan alternative, the ship/delivery pattern segment (SDP) may be used to define anapproximate time, such as a.m. or p.m.Data Element SummaryDataElement NameAttributes380QuantityM R 1/15Numeric value of quantity680Forecast QualifierM ID 1/1Code specifying the sender's confidence level of the forecast data or an actionassociated with a forecastAImmediateCFirm681Forecast Timing QualifierM ID 1/1Code specifying interval grouping of the forecastWWeekly Bucket (Monday through Sunday)373DateM DT 8/8Date expressed as CCYYMMDDSchedule Line Date From373DateO DT 8/8Date expressed as CCYYMMDDSchedule Line Date UntilTESLA O 862 4010XSPEC (004010)10October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:Ref.Des.SHP01SHP02SHP03SHP04SHP Shipped/Received Information140SHPOptionalDetailOptional1To specify shipment and/or receipt information1 If SHP01 is present, then SHP02 is required.2 If SHP03 is present, then at least one of SHP04 or SHP05 is required.3 If SHP04 is present, then SHP03 is required.4 If SHP05 is present, then SHP03 is required.1 SHP04 is the date shipped, delivered, received, or the cumulative quantity start date(as qualified by SHP03).2 SHP06 is the cumulative quantity end date.1 The SHP segment is used to communicate shipment, delivery, or receipt informationand may include discrete or cumulative quantities, dates, and times.2 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 thequantity count.Data Element SummaryDataElement NameAttributes673Quantity QualifierO ID 2/2Code specifying the type of quantity01Discrete Quantity02Cumulative Quantity380QuantityX R 1/15Numeric value of quantity374Date/Time QualifierX ID 3/3Code specifying type of date or time, or both date and time051Cumulative Quantity Start084Requested for Shipment (Prior to and Including)373DateX DT 8/8Date expressed as CCYYMMDDDate of last receiptTESLA O 862 4010XSPEC (004010)11October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:MRef.Des.CTT01CTT Transaction Totals010SummaryOptional1To transmit a hash total for a specific element in the transaction set1 If either CTT03 or CTT04 is present, then the other is required.2 If either CTT05 or CTT06 is present, then the other is required.1This segment is intended to provide hash totals to validate transaction completenessand correctness.Data Element SummaryDataElement Name354Number of Line ItemsTotal number of line items in the transaction setTESLA O 862 4010XSPEC (004010)12AttributesM N0 1/6October 3, 2011
Segment:Position:Loop:Level:Usage:Max Use:Purpose:Syntax Notes:Semantic Notes:Comments:MRef.Des.SE01MSE02SE Transaction Set Trailer020SummaryMandatory1To indicate the end of the transaction set and provide the count of the transmittedsegments (including the beginning (ST) and ending (SE) segments)1SE is the last segment of each transaction set.Data Element SummaryDataElement NameAttributes96Number of Included SegmentsM N0 1/10Total number of segments included in a transaction set including ST and SEsegments329Transaction Set Control NumberM AN 4/9Identifying control number that must be unique within the transaction setfunctional group assigned by the originator for a transaction setTESLA O 862 4010XSPEC (004010)13October 3, 2011
TESLA_O_862_4010XSPEC (004010) 1 October 3, 2011 862 Shipping Schedule . (862) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used by a customer to convey precise shipping schedule requirements to a supplier, and is intended to supplement the planning schedule transaction set (830 .
