EDI 862 Shipping Schedule Transactions

The EDI 862 Shipping Schedule transaction set details actual shipping requirements. These shipping instructions would replace those forecasted in a previous Planning Schedule 830 transaction, though the 862 does not actually replace the 830. 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. That is, once quantity of an item in inventory dips below a restock level, the 862 can be used to notify the supplier to replenish that item immediately. The 830 Planning Schedule document works together with the 862 transaction to support Just-in-Time manufacturing. The forecast data provided in an 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 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 862 transaction accommodates this, as it can be used to provide changes to previous 862 instructions. Such changes may include:
  • Decrease in order quantity
  • Increase in order quantity
  • Change in ship date
As a result of this, a manufacturer may send multiple 862 requirements on the same day, for the same item, simply revising the order. Need help getting your vendors and suppliers onboard with EDI? Our Professional Services team can develop an EDI Vendor Coordination program with clear goals, powerful EDI tools, total visibility, results tracking and world-class service to ensure maximum compliance. Contact 1 EDI Source to discuss your vendor onboarding needs.

EDI 862 Format

EDI 862 Specification

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.


Accredited Standards Committee X12. ASC X12 Standard [Table Data]. Data Interchange Standards Association, Inc., Falls Church, VA. http://www.x12.org

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