X12 Implementation Guidelines For Outbound Shipping Schedule

(862O)

862 Shipping Schedule SS

Functional Group ID=

Introduction: This standard provides the format and establishes the data content of a Shipping Schedule Transaction within the context of an electronic data interchange (EDI) environment. The Shipping Schedule Transaction provides the ability for a customer to convey precise shipping schedule requirements to a supplier, and is intended to supplement ANSI X12.14-1986 Planning Schedule transaction set (830). The shipping schedule transaction set will supercede certain shipping and delivery information transmitted in a previous planning schedule transaction, but it does not replace ANSI X12.14-1986. 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 a 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 customer locations when planning schedule transactions are issued by a consolidated scheduling organization.

M M

Pos. No. 010 020

Seg. ID ST BSS

Name Transaction Set Header Beginning Segment for Shipping Schedule

Req. Des. M M

M

050

N1

LOOP ID - N1 Name

M

1

M M

120 130

LIN UNT

LOOP ID - LIN Item Identification Unit Detail

M M

1 1

145

PER

Administrative Communications Contact

O

6

FST

LOOP ID - FST Forecast Schedule

M

1

M

160

Max.Use 1 1

200

10000

100

LOOP ID - JIT

M M

Loop Repeat

24

210 220

SHP REF

LOOP ID - SHP Shipped/Received Information Reference Numbers

O O

1 1

10

250 260

CTT SE

Transaction Totals Transaction Set Trailer

M M

1 1

1

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. ST01

M

ST02

ST Transaction Set Header 010

Mandatory 1 To indicate the start of a transaction set and to assign a control number The transaction set control number (ST02) in this header must match the transaction set control number (SE02) in the transaction set trailer (SE). ST*862*891230001' Data Element Summary Data Element Name Attributes 143 Transaction Set Identifier Code M ID 3/3 Code uniquely identifying a Transaction Set 862 X12.37 Shipping Schedule 329 Transaction Set Control Number M AN 4/9 Identifying control number assigned by the originator for a Transaction Set. Also see: Data Interchange Control Number (28.) A unique number assigned to each transaction set within a functional group. This number must match the value in SE02.

2

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

BSS Beginning Segment for Shipping Schedule 020

Mandatory 1 To indicate the beginning of a shipping schedule. The forecast quantity qualifier element is used to show the quantity usage in the FST01 element of the FST segment. A qualifier of "C" indicates that the quantities are cumulative quantities. A qualifier of "A" indicates that the quantities are discrete (net) quantities. (The FST01 quantities are always discrete (net) when strike protection (S) is indicated in the FST02 element.) BSS*05*8729700002*030106*SH*030106*030120*485-23****C' Data Element Summary Data Element Name Attributes 353 Transaction Set Purpose Code M ID 2/2 Code identifying purpose of transaction set 00 Original First schedule after cum reset. 05 Replace 127 Reference Number M AN 1/30 Reference number or identification number as defined for a particular Transaction Set, or as specified by the Reference Number Qualifier. Also see Reference Number Qualifier, (128). Usually Julian date and sequential number.

M

Ref. Des. BSS01

M

BSS02

M

BSS03

373

M

BSS04

675

M

BSS05

373

M

BSS06

373

BSS07

328

BSS11

676

M

Date M DT 6/6 Date (YYMMDD) Schedule issue date. Schedule Type Qualifier M ID 2/2 Code which qualifies the type of dates used in the forecast. BB Broadcast based DL Delivery Based SH Shipment Based Date M DT 6/6 Date (YYMMDD) First day of schedule Date M DT 6/6 Date (YYMMDD) Last day of schedule Release Number C AN 1/30 Number identifying a release against a Purchase Order previously placed by the parties involved in the transaction Varroc program number Schedule Quantity Qualifier M ID 1/1 Code which qualifies the types of quantities. Identifies quantity usage in FST segments. "A" - FST01 contains discrete (net) quantities. "C" - FST01 contains cumulative quantities. A Actual Discrete Quantities C Cumulative Quantities

3

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. N101

N103

N104

N1 Name 050 N1

Mandatory

Mandatory 1 To identify a party by type of organization, name, and code This N1 loop in the heading area can be used to identify the buyer, the seller, the bill to, the ship to and ship from locations. N1*ST**92*1623A' N1*SF**92*A006A' Data Element Summary Data Element Name Attributes 98 Entity Identifier Code M ID 2/2 Code identifying an organizational entity or a physical location. BY Buying Party (Purchaser) Used only if different from ship to. IC Intermediate Consignee SE Selling Party Used only if different from ship from. SF Ship From ST Ship To 66 Identification Code Qualifier C ID 1/2 Code designating the system/method of code structure used for Identification Code (67) 92 Assigned by Buyer Varroc code. 67 Identification Code C ID 2/17 Code identifying a party. Will contain Varroc assigned code.

4

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

LIN Item Identification 120 LIN

Mandatory

Mandatory 1 To specify basic item identification data Manufacturing plants will use for Varroc part numbers only.Assembly plants will use for both Varroc part numbers and returnable container numbers. Varroc part numbers may consist of a prefix, base, suffix and control code. Any of these, except the base, may or may not be present. The portions of the part number are delimited by spaces. LIN*00010*BP*E6SP 7E396 AA 040' (Part number with control code) LIN*00010*BP* 7E396 AA 040' (Part number without prefix) LIN*00010*BP*E6SP 7E396' (Part number with neither suffix nor control code) Data Element Summary

Ref. Des.

Data Element Name

M

LIN01

0666

M

LIN02

235

M

LIN03

234

LIN04

235

LIN05

234

Attributes

LINE ITEM NUMBER Item Number of the Underlying Purchase Order

C

Product/Service ID Qualifier M Code identifying the type/source of the descriptive number used in Product/Service ID (234) BP Buyer's Part Number Product/Service ID M Identifying number for a product or service Varroc part number. Product/Service ID Qualifier O Code identifying the type/source of the descriptive number used in Product/Service ID (234) PO Purchase Order Number Product/Service ID C Identifying number for a product or service Varroc purchase order number.

5

AN 5/6 ID 2/2

AN 1/30

ID 2/2

AN 2/30

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. UNT01

UNT Unit Detail 130 LIN

Mandatory

Mandatory 1 To specify item unit data. This is a mandatory segment and indicates the unit of measure for all quantities relating to the line item. UNT*PC' Data Element Summary Data Element Name Attributes 355 Unit or Basis for Measurement Code M ID 2/2 Code identifying the basic unit of measurement. Will contain same unit of measure as the Varroc Material Release (830).

6

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. PER01

PER02

PER03

PER04

PER Administrative Communications Contact 145 LIN

Mandatory

Optional 6 To identify a person or office to whom administrative communications should be directed Not used by manufacturing plants. Assembly plants will use this segment for changes only. PER*EX*1429' Data Element Summary Data Element Name Attributes 366 Contact Function Code M ID 2/2 Code identifying the major duty or responsibility of the person or group named EX Expeditor RD Receiving Dock 93 Name O AN 1/35 Free-form name Varroc contact name or contact code. 365 Communication Number Qualifier O ID 2/2 Code identifying the type of communication number TE Telephone 364 Communication Number C AN 7/21 Complete communications number including country or area code when applicable. Also see: Communications Number Qualifier (365). Varroc contact telephone number.

7

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

M

M

Ref. Des. FST01

FST Forecast Schedule 160 FST

Mandatory

Mandatory 1 To specify the forecasted dates and quantities The FST01 quantity usage is determined by both the BSS11 and FST02 elements. Use these elements to determine if the quantity is discrete (net) or cumulative. FST*40456*C*D*030106' Data Element Summary Data Element Name Attributes 380 Quantity M R 1/10 Numeric value of Quantity. Also see: Unit of Measurement Code (355). If FST02 = "C", FST01 contains discrete (net) or cumulative quantity based on value of BSS11 element of the BSS segment.

FST02

680

FST03

681

FST04

373

If FST02 = "S", FST01 contains discrete (net) quantity. For assembly plants (excluding KTP), this quantity will be rounded up to the next unit pack. Forecast Qualifier M ID 1/1 Code specifying the sender's confidence level of the forecast data. C Firm S Strike Protection Forecast Timing Qualifier C ID 1/1 Code specifying interval grouping of the forecast D Discrete Date M DT 6/6 Date (YYMMDD)

8

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

SHP Shipped/Received Information 210 SHP

Optional

Optional 1 To specify shipment and/or receipt information This is based on ASN information transceived for the last shipment, and the model year cumulative shipped value. The cum quantity is equal to cum receipts plus in-transit thru the last transceived ASN. If SHP01 = "01" then SHP02 = Quantity from last ASN SHP03 = "011" SHP04 = Shipped date from last ASN SHP06 = Not Used If SHP01 = "02" then SHP02 = Cumulative quantity as of last ASN SHP03 = "011" SHP04 = Date the accumulations begin SHP06 = Shipped date from last ASN If SHP01 = "21", "22", "23" or "24" then SHP02 = Quantity - challenged/pending SHP03 = "011" SHP04 = Shipped date of cum challenged/pending SHP06 = Not Used In addition for Assembly Plants only: If SHP01 = "01" then SHP02 = Quantity from last receipt SHP03 = "050" SHP04 = Receipt date of last quantity SHP06 = Not Used If SHP01 = "02" then SHP02 = Quantity - cumulative receipts SHP03 = "050" SHP04 = Model year start date SHP06 = Receipt date of last quantity SHP*01*200*011*030106'

Ref. Des. SHP01

Data Element Summary Data Element Name Attributes 673 Quantity Qualifier O ID 2/2 Code specifying the type of quantity 01 Discrete Quantity 02 Cumulative Quantity 21 Cumulative Quantity Shipped Short - Disposition Pending Varroc cumulative quantity less than quantity in SN104 of last ASN (pending) 22 Cumulative Quantity Shipped Short - Disposition Challenged Varroc cumulative quantity less than quantity in SN104 of last ASN (challenge)

9

23

SHP02

380

SHP03

374

SHP04

373

SHP06

373

Cumulative Quantity Shipped Long - Disposition Pending Var cumulative quantity greater than quantity in SN104 of last ASN (pending) 24 Cumulative Quantity Shipped Long - Disposition Challenged Varroc cumulative quantity greater than quantity in SN104 of last ASN (challenge) Quantity C R 1/10 Numeric value of Quantity. Also see: Unit of Measurement Code (355). If SHP01 = "21", "22", "23" or "24" then SHP02 contains difference between supplier cum and Varroc cum. Date/Time Qualifier O ID 3/3 Code specifying type of date or time, or both date and time 011 Shipped 050 Received Date C DT 6/6 Date (YYMMDD) If SHP06 is used SHP04 contains cumulative start date. If SHP06 is not used, SHP04 contains shipped or received date. Date C DT 6/6 Date (YYMMDD) If SHP04 contains cumulative start date, SHP06 contains date last shipment shipped or received. Otherwise, not used.

10

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. REF01

REF02

REF Reference Numbers 220 SHP

Optional

Optional 1 To specify identifying numbers. When used, there will be only one "REF" segment per LIN, and it will always follow the "SHP*01" segment. REF*SI*056177' Data Element Summary Data Element Name Attributes 128 Reference Number Qualifier M ID 2/2 Code qualifying the Reference Number. SI Shipper's Identifying Number for Shipment (SID) A unique number (to the shipper) assigned by the shipper to identify the shipment 127 Reference Number C AN 1/30 Reference number or identification number as defined for a particular Transaction Set, or as specified by the Reference Number Qualifier. Also see Reference Number Qualifier, (128). Shipment ID number (for assembly plants, this is the packing slip number).

11

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

M

Ref. Des. CTT01

M

CTT02

CTT Transaction Totals 250

Mandatory 1 To transmit a hash total for a specific element in the transaction set To provide the number of LIN segments and the sum of the quantities in the FST01 elements. CTT*14*9784530' Data Element Summary Data Element Name Attributes 354 Number of Line Items M N0 1/6 Total number of line items in the transaction set Number of LIN segments. 347 Hash Total M R 1/10 Sum of values of the specific data element. All values in the data element will be summed without regard to decimal points (explicit or implicit) or signs. Truncation will occur on the leftmost digits if the sum is greater than the maximum size of the hash total of the data element. Example: -.0018 First occurrence of value being hashed. .18 Second occurrence of value being hashed. 1.8 Third occurrence of value being hashed. 18.01 Fourth occurrence of value being hashed. ------- 1855 Hash total prior to truncation. 855 Hash total after truncation to three digit field. Sum of the quantities from FST01's - if overflow truncate high order.

12

Segment: Position: Loop: Level: Usage: Max Use: Purpose: Notes:

SE Transaction Set Trailer 260

Mandatory 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) The number of included segments is the total of all segments used in the transaction set including the ST and SE segments. The transaction set control number (SE02) in the trailer must match the transaction set control number (ST02) in the transaction set header segment (ST). SE*56*891230001'

M

Ref. Des. SE01

M

SE02

Data Element Summary Data Element Name Attributes 96 Number of Included Segments M N0 1/6 Total number of segments included in a transaction set including ST and SE segments Count of all segments between and including the ST/SE pair. 329 Transaction Set Control Number M AN 4/9 Identifying control number assigned by the originator for a Transaction Set. Also see: Data Interchange Control Number (28.) Same as corresponding ST02.

Example ST~862~0003 BSS~05~5~131009~DL~131009~131022~5~~~~C N1~ST~~92~PP05A N1~SF~~92~ABCDE LIN~00010~BP~00023460-01-0000~PO~5500000103 UNT~EA PER~EX~Decorative Plastic FST~288~C~D~131009 FST~0~C~D~131010 FST~0~C~D~131011 FST~0~C~D~131012 FST~0~C~D~131013 FST~0~C~D~131014 FST~0~C~D~131015 SHP~01~+144~011~130911 REF~SI~3289 SHP~02~+288~011~130101~~130701 CTT~1~288 SE~19~0003

13