EDI 862

The EDI 862 Shipping Schedule details actual shipping requirements to a supplier and supplements the EDI 830 Planning Schedule transaction. Learn about EDI 862 documents by reading the guide below.

If you need to send or receive EDI 862's, request a demonstration of Cleo's EDI Solution.

EDI 862 - Shipping Schedule

What is an EDI 862 Shipping Schedule?

The EDI 862 Shipping Schedule details actual shipping requirements to a supplier and supplements the EDI 830 Planning Schedule transaction.

How is an EDI 862 Shipping Schedule used?

An EDI 862 Shipping Schedule is used to transmit detailed shipping schedule requirements to a supplier and is meant to supplement the 830 Planning Schedule document.

The EDI 862 Shipping Schedule sends shipping instructions that would replace those forecasted in a previous EDI 830 Planning Schedule, transactions though the 862 does not actually replace the 830. EDI 862 transactions are important for supporting Just-in-Time (JIT) manufacturing because they provide detailed shipping requirements on a more frequent basis than Planning Schedule. In a Just-in-Time environment, an 862 can be triggered by product usage.

The forecast data provided in an EDI 830 helps the supplier manage materials and other resources. This ensures the appropriate on-hand inventory of an item is available when the supplier receives an EDI 862 from its customer with instructions to ship that item. The instruction to ship an item can change, particularly in a real-time manufacturing environment. The EDI 862 transaction accommodates this, as it can be used to provide changes to previous EDI 862 instructions. Such changes may include:

  • Decrease in an order quantity

  • Increase in an order quantity

  • Change in the ship date

Common information in the EDI 862 transaction includes:

  • Instructions to ship an item for a Just-in-Time manufacturing environment

  • Decrease in an order quantity

  • Increase in an order quantity

  • Change in shipping date

EDI 862 Shipping Schedule Transaction Example

Here is an EDI 862 Transaction within Cleo Integration Cloud

EDI 862 - Cleo Integration Cloud Platform View

EDI 862 Shipping Schedule

This X12 Transaction Set contains the format and establishes the data contents of the Shipping Schedule Transaction Set (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). The shipping schedule transaction set will supersede certain 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 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.

Sources

Accredited Standards Committee X12. ASC X12 Standard [Table Data]. Data Interchange Standards Association, Inc., Falls Church, VA. https://x12.org/index.php/products/transaction-sets

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