--- title: "EDI 830 Planning Schedule | X12 | Stacksync" description: "EDI 830 is the X12 Planning Schedule with Release Capability, used when forecast or release planning is updated. See its key segments and mapping checks." canonical: https://www.stacksync.com/edi/x12/830-planning-schedule-with-release-capability last_modified: 2026-09-29 --- X12 transaction code # EDI 830 Planning Schedule with Release Capability (X12 830) > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md EDI 830 is the X12 Planning Schedule with Release Capability transaction set, used when forecast or release planning is updated. The buyer, typically a manufacturer's or OEM's material planning system, sends the 830 to its component and material suppliers. Standard X12 Code 830 Partner references 8 [Book an EDI demo](https://www.stacksync.com/book-a-demo) [← All trading partners](https://www.stacksync.com/edi) At a glance ## EDI 830 at a glance What the 830 carries, who sends it to whom, when it goes out, and the segments trading partners list for it. **X12 830 Planning Schedule with Release Capability summary** | | | | --- | --- | | Document | X12 830 Planning Schedule with Release Capability | | Business record | Demand and release schedule | | Who sends it to whom | The buyer, typically a manufacturer's or OEM's material planning system, sends the 830 to its component and material suppliers. | | When it is sent | The buyer's ERP planning run generates or revises the material requirements forecast for a supplier's parts and transmits the updated schedule. | | Match on | Schedule, item, location and time bucket | | Partner references | 8 trading partners in this directory | | Related documents | [X12 862 Shipping Schedule](https://www.stacksync.com/edi/x12/862-shipping-schedule), [X12 850 Purchase Order](https://www.stacksync.com/edi/x12/850-purchase-order) | ### Key segments in an EDI 830 The business segments that appear in at least half of the 21 partner document references listed below, most common first. The table leaves out envelope segments (ISA, GS, ST, SE, GE, IEA). Your partner guide sets which segments and elements your account must send. | Segment | Name | Purpose | Partner references | | --- | --- | --- | --- | | BFR | Beginning Segment for Planning Schedule | To indicate the beginning of a planning schedule transaction set; whether a ship or delivery based forecast; and related forecast envelope dates. | 21 of 21 | | N1 | Name | To identify a party by type of organization, name, and code. | 21 of 21 | | LIN | Item Identification | To specify basic item identification data. | 21 of 21 | | CTT | Transaction Totals | To transmit a hash total for a specific element in the transaction set. | 21 of 21 | | FST | Forecast Schedule | To specify the forecasted dates and quantities. | 21 of 21 | | UIT | Unit Detail | To specify item unit data. | 19 of 21 | | REF | Reference Identification | To specify identifying information. | 18 of 21 | | PID | Product/Item Description | To describe a product or process in coded or free-form format. | 15 of 21 | | N3 | Address Information | To specify the location of the named party. | 15 of 21 | | N4 | Geographic Location | To specify the geographic place of the named party. | 15 of 21 | Stacksync connects EDI documents such as the X12 830 to your ERP, CRM and databases with two-way sync. Read the [EDI overview](https://www.stacksync.com/edi), check [pricing](https://www.stacksync.com/pricing) and [security](https://www.stacksync.com/security), or [book a demo](https://www.stacksync.com/book-a-demo) to walk through your partner guide. Implementation guide ## X12 830 mapping and validation X12 830 Planning Schedule with Release Capability is used when forecast or release planning is updated. Preserve schedule, item, location and time bucket so the demand and release schedule in your business system stays connected to the original document. Use the version and implementation guide agreed with your trading partner to confirm required fields and responses. **Map records and test the business result** | Document or decision | Record and matching IDs | What to test | | --- | --- | --- | | Match the business record | **demand and release schedule** schedule, item, location and time bucket | Define which combination of schedule, item, location and time bucket identifies one business record, its lines and any later revision. | | Update the receiving system | **Processing the demand and release schedule** ID assigned by the receiving system and processing result | Keep forecast quantities separate from firm releases in the receiving planning system. Replace an overlapping planning horizon without adding the old and new forecasts together. | | Check the processing result | **Processing status for the demand and release schedule** Original document reference and matching response | Reconcile the demand and release schedule with the source after a timeout before sending it again. A lost response can occur after the destination has already processed the document. | ### How the related documents differ Each message represents a different business event. Use shared references to connect the records while tracking each message’s outcome separately. - [X12 862 Shipping Schedule](https://www.stacksync.com/edi/x12/862-shipping-schedule) **shipping schedule:** specific shipment timing or quantities are scheduled. - [X12 850 Purchase Order](https://www.stacksync.com/edi/x12/850-purchase-order) **purchase order or sales order:** a buyer places an order. ### Implementation steps 1. #### Choose the starting event and owner Decide which application acts when forecast or release planning is updated. Name the operational owner of the demand and release schedule and the team that resolves rejected or ambiguous messages. 2. #### Keep record IDs connected Map schedule, item, location and time bucket. Confirm qualifiers, code lists, units and date/time meaning against the agreed X12 version and partner guide. Preserve the source reference alongside any new destination identifier. 3. #### Test failures before launch Run the failure cases in the mapping table against realistic demand and release schedule data. Check how the receiving system reports a rejection and how your team corrects it without creating a duplicate. 4. #### Track every document to completion Record transport delivery and document validation separately from successful demand and release schedule processing. Give unresolved errors an owner and check the receiving system before approving retries. ### Go-live checklist - An approved 830 sample and the agreed version and partner guide are available. - The mapping tests pass with realistic demand and release schedule data. - Each submitted document can be traced through delivery, validation and processing in the receiving system. - Your team knows how to investigate and recover a rejected or timed-out demand and release schedule without processing it twice. ### Related documents and resources - [X12 862 Shipping Schedule](https://www.stacksync.com/edi/x12/862-shipping-schedule) - [X12 850 Purchase Order](https://www.stacksync.com/edi/x12/850-purchase-order) - [Field mapping workbook](https://www.stacksync.com/blog/two-way-sync-field-mapping-workbook) - [Production readiness checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) **Sources.** Sources reviewed 2026-09-15. - [X12 transaction-set directory](https://x12.org/products/transaction-sets) - [RFC 4130: AS2 and message receipts](https://www.rfc-editor.org/info/rfc4130/) Document structure ## X12 830 Planning Schedule with Release Capability at the element level The X12 830 reference contains 31 segment entries and 103 data elements; 50 are marked mandatory in this reference. Use the version and partner guide agreed for your account to confirm required fields. Segments 31 Data elements 103 Mandatory elements 50 **Segments with elements marked mandatory in this reference** | Segment | Elements | Mandatory | | --- | --- | --- | | BFR | 8 | 5 | | N1 | 4 | 1 | | N3 | 2 | 1 | | PER | 4 | 1 | | LIN | 11 | 2 | | PID | 2 | 1 | | ATH | 2 | 1 | | FST | 4 | 4 | | SDP | 2 | 2 | Key identifiers in 830 - Transaction Set Purpose Code - Schedule Type Qualifier - Schedule Quantity Qualifier - Date - Entity Identifier Code - Address Information - Contact Function Code - Product/Service ID Qualifier ## Find your trading partner for X12 830 8 partners, 21 channels. Choose a channel to inspect its listed document reference and implementation context. - [AGCO Your Agriculture Company](https://www.stacksync.com/edi/agco-your-agriculture-company) [AGCO Jackson](https://www.stacksync.com/edi/agco-your-agriculture-company/agco-jackson/x12-830-planning-schedule-with-release-capability) [AGCO Hesston](https://www.stacksync.com/edi/agco-your-agriculture-company/agco-hesston/x12-830-planning-schedule-with-release-capability) - [Canadian Tire Corporation](https://www.stacksync.com/edi/canadian-tire) [Canadian Tire Corporation (via SPS Commerce)](https://www.stacksync.com/edi/canadian-tire/canadian-tire-corporation-via-sps-commerce/x12-830-planning-schedule-with-release-capability) - [CVS](https://www.stacksync.com/edi/cvs) [CVS](https://www.stacksync.com/edi/cvs/cvs/x12-830-planning-schedule-with-release-capability) [CVS (Legacy ISA ID: CVS)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-cvs/x12-830-planning-schedule-with-release-capability) [CVS (Legacy ISA ID: 001786664)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-001786664/x12-830-planning-schedule-with-release-capability) [CVS (Legacy ISA ID: CVSD)](https://www.stacksync.com/edi/cvs/cvs-legacy-isa-id-cvsd/x12-830-planning-schedule-with-release-capability) - [Dot Foods, Inc.](https://www.stacksync.com/edi/dot-foods-inc) [Dot Foods, Inc (E-commerce)](https://www.stacksync.com/edi/dot-foods-inc/dot-foods-inc-e-commerce/x12-830-planning-schedule-with-release-capability) - [John Deere](https://www.stacksync.com/edi/john-deere) [John Deere (Thibodaux -T8) (ISA ID: 008473506)](https://www.stacksync.com/edi/john-deere/john-deere-thibodaux-t8-isa-id-008473506/x12-830-planning-schedule-with-release-capability) [John Deere (AG) (ISA ID: 149825353)](https://www.stacksync.com/edi/john-deere/john-deere-ag-isa-id-149825353/x12-830-planning-schedule-with-release-capability) [John Deere (SP) (ISA ID: 557074379SP)](https://www.stacksync.com/edi/john-deere/john-deere-sp-isa-id-557074379sp/x12-830-planning-schedule-with-release-capability) [John Deere (Engines) (ISA ID: 021688858)](https://www.stacksync.com/edi/john-deere/john-deere-engines-isa-id-021688858/x12-830-planning-schedule-with-release-capability) [John Deere (ISA ID: 249619198)](https://www.stacksync.com/edi/john-deere/john-deere-isa-id-249619198/x12-830-planning-schedule-with-release-capability) [John Deere (via Saicits) (1B - Worldwide Logistics) (ISA ID: 156471773)](https://www.stacksync.com/edi/john-deere/john-deere-via-saicits-1b-worldwide-logistics-isa-id-156471773/x12-830-planning-schedule-with-release-capability) [John Deere (Kernersville) (ISA ID: 557074379)](https://www.stacksync.com/edi/john-deere/john-deere-kernersville-isa-id-557074379/x12-830-planning-schedule-with-release-capability) [John Deere (M3) (ISA ID: 812912349)](https://www.stacksync.com/edi/john-deere/john-deere-m3-isa-id-812912349/x12-830-planning-schedule-with-release-capability) [John Deere (Dubuque and Davenport) (ISA ID: 833123370)](https://www.stacksync.com/edi/john-deere/john-deere-dubuque-and-davenport-isa-id-833123370/x12-830-planning-schedule-with-release-capability) [John Deere (Reman- SE) (ISA ID: 010678766)](https://www.stacksync.com/edi/john-deere/john-deere-reman-se-isa-id-010678766/x12-830-planning-schedule-with-release-capability) - [John Deere Mexico](https://www.stacksync.com/edi/john-deere-mexico) [John Deere (Mexico)](https://www.stacksync.com/edi/john-deere-mexico/john-deere-mexico/x12-830-planning-schedule-with-release-capability) - [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited) [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited/loblaw-companies-limited/x12-830-planning-schedule-with-release-capability) - [Superior Communications](https://www.stacksync.com/edi/superior-communication) [Superior Communications (via SPS Commerce)](https://www.stacksync.com/edi/superior-communication/superior-communications-via-sps-commerce/x12-830-planning-schedule-with-release-capability) Catalog breakdown ## Where X12 830 Planning Schedule with Release Capability appears in this catalog The largest groups of classified 830 catalog entries are in agriculture, healthcare & pharma and grocery & food. ### By industry - agriculture 12 channels - healthcare & pharma 4 channels - grocery & food 2 channels - electronics & technology 1 channel - manufacturing & industrial 1 channel - retail 1 channel ### By network - SPS Commerce 2 channels - Saicits 1 channel Partner entries with the most listed channels - [John Deere](https://www.stacksync.com/edi/john-deere) - [CVS](https://www.stacksync.com/edi/cvs) - [AGCO Your Agriculture Company](https://www.stacksync.com/edi/agco-your-agriculture-company) - [Canadian Tire Corporation](https://www.stacksync.com/edi/canadian-tire) - [Dot Foods, Inc.](https://www.stacksync.com/edi/dot-foods-inc) - [John Deere Mexico](https://www.stacksync.com/edi/john-deere-mexico) - [Loblaw Companies Limited](https://www.stacksync.com/edi/loblaw-companies-limited) - [Superior Communications](https://www.stacksync.com/edi/superior-communication) FAQ ## EDI 830 questions ### What is an EDI 830? EDI 830 is the X12 Planning Schedule with Release Capability transaction set. Trading partners use it when forecast or release planning is updated. It carries the data for the demand and release schedule, and your system matches it on schedule, item, location and time bucket. ### Who sends an EDI 830 and who receives it? The buyer, typically a manufacturer's or OEM's material planning system, sends the 830 to its component and material suppliers. Your trading partner agreement confirms the direction and version for your account. ### When is an EDI 830 sent? The buyer's ERP planning run generates or revises the material requirements forecast for a supplier's parts and transmits the updated schedule. Your partner guide sets any deadline or schedule for the document. ### What are the key segments in an EDI 830? Across 21 partner document references listed here, the business segments that appear most often include BFR (Beginning Segment for Planning Schedule), N1 (Name), LIN (Item Identification), CTT (Transaction Totals), FST (Forecast Schedule), UIT (Unit Detail). Each partner guide sets which segments and elements your account must send. ### What is the difference between EDI 830 and EDI 862? The 830 carries the demand and release schedule and is used when forecast or release planning is updated. The 862 carries the shipping schedule and is used when specific shipment timing or quantities are scheduled. ### What should I map for X12 830? Start with schedule, item, location and time bucket and the target demand and release schedule. Define duplicate detection, allowed updates and response correlation before mapping individual fields. Use the partner guide to check required fields and their formats. ### How should I test 830 error handling? Keep forecast quantities separate from firm releases in the receiving planning system. Replace an overlapping planning horizon without adding the old and new forecasts together. Also test a lost response after destination processing so that a retry cannot create an unintended duplicate or repeated adjustment. ### Which partners list X12 830? The directory on this page links 8 partner entries that list this message. Choose your partner and channel, then confirm which messages and versions your account requires. ## Connect EDI to your business systems See how Stacksync can fit your enterprise EDI workflow. Bring one partner guide and a sample exchange to plan the system mapping, exception handling and production rollout. [Book an EDI demo](https://www.stacksync.com/book-a-demo) [Explore the EDI platform](https://www.stacksync.com/edi)