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Planning Schedule/Release Processing

830/862 - DELFOR and DELJIT

Powerful management and integration of these key planning documents

Data Masons EDI provides one of the most powerful solutions available for managing and integrating the Planning Schedule (830/DELFOR) and Planning Schedule Release (862/DELJIT) document set. The user is provided with a simple yet powerful screen to view, filter, sort, update, and ultimately process records into Microsoft Dynamics with one of four options:

  1. Create sales orders
  2. Create sales forecasts to integrate into Master Planning/Master Scheduling
  3. Create a comprehensive XML interface for customer planning systems and spreadsheets
  4. Ignore the records

Unlimited default options

Defaults can be set with a virtually unlimited array of user-controlled options. The power and simplicity of the solution will impress anyone who has worked with these critical yet complex EDI business documents.

The Planning Schedule and Planning Schedule Release subsystem is a perfect solution for companies serving the automotive, industrial and retail industries, which commonly mandate these documents.


Key Benefits

  • Powerful management of planning schedule and release documents
  • Extensive filtering and sorting options to isolate one or many documents
  • Flexible integration options with supported ERP applications
  • Perfectly compliments other Data Masons EDI features such as ASN creation and compliance labeling
  • Provides a basis for powerful reporting on planning schedules and releases
  • Unlimited reporting options from structured planning schedule tables that store historical (processed) and current records



If you're about to bring EDI into your processes, this brief will help you avoid the potential pitfalls often encountered. If you’ve attempted to implement EDI already, you’ll likely recognize at least some of the problems we describe, and gain from our explanations on how to avoid them. This paper will present a clear, simple path to successful implementation of a highly productive and profitable EDI initiative in your company.