Inventory Optimization Results Dataset

The Inventory Optimization Results Dataset displays stored optimization results and derived planning metrics for each item-location combination. The Inventory Optimization Results Workbook uses this dataset as its source.

Dataset Configuration

The Inventory Optimization Results Dataset is based on the Inventory Optimization Result record. The dataset joins to Item, Location, Item Location Configuration, and Inventory Optimization Segment.

To customize the standard dataset, use Save As to create your own version. For more information, see Defining a Dataset.

Consider the following information before you use or customize the dataset:

  • Before you use this dataset, enable Advanced Inventory Management and Inventory Optimization on the Enable Features page. To segment inventory by item-location, also enable Advanced Item Location Configuration. For instructions, see Enabling Inventory Optimization.

  • The results reflect completed inventory level calculations. Changed inputs appear only after a scheduled or manual calculation successfully processes the item-location.

  • The demand analysis dates show the period used for demand calculations. The supply analysis dates show the period used for lead-time calculations. Changing the Supply Analysis Interval preference doesn't change dates on previously created results.

  • Your role needs the SuiteAnalytics Workbook permission at the Edit level and the Inventory Optimization permission at the View level or higher. By default, the standard dataset is shared with all users. Only administrators can change its permissions. Users can only see records and rows available to their roles.

  • The standard dataset shows Inventory Optimization Result records whose Inactive field is false. Inventory optimization processing writes the stored values.

  • The dataset includes three derived service-level comparison formulas. These formulas use stored values from the result record.

  • Numeric zero is a valid result. A blank value indicates that required source data, an input, or a calculation result isn't available.

  • The standard dataset doesn't include current item-location quantity fields.

  • SuiteAnalytics doesn't recalculate stored planning values.

The following table lists the standard dataset configuration.

Root Record Type

Joined Record Type

Custom Formula Fields

Data Grid

Criteria Filters

Inventory Optimization Result

  • Item

  • Location

  • Item Location Configuration

  • Inventory Optimization Segment

The dataset includes these formula fields:

  • Override - Displays Manual Override when Override Service Level is true. Otherwise, it displays Segment Default.

  • Projected Service Level Delta - Optimized Projected Service Level minus Previous Projected Service Level.

  • Distance From Target Before - Absolute difference between Service Level and Previous Projected Service Level.

  • Distance From Target After - Absolute difference between Service Level and Optimized Projected Service Level.

Stored planning inputs and inventory levels:

  • Created Date

  • Last Modified Date

  • Item

  • Location

  • Inventory Optimization Segment

  • Service Level

  • Override Service Level

  • Demand Analysis Period Start Date

  • Demand Analysis Period End Date

  • Supply Analysis Period Start Date

  • Supply Analysis Period End Date

  • Lead Time Mean

  • Lead Time Standard Deviation

  • Daily Demand Mean

  • Daily Demand Standard Deviation

  • Lead Time Demand Mean

  • Lead Time Demand Standard Deviation

  • Days Supply Preferred

  • Safety Stock

  • Reorder Point

  • Preferred Stock Level

Stored projected measures and diagnostics:

  • Low Risk Average Inventory Level

  • High Risk Average Inventory Level

  • Unit Cost

  • Expected Units Short

  • Expected Quantity Fill Rate

  • Expected Average Inventory Value

  • Expected Units Short Value

  • Expected Inventory Turnover

  • Demand Source

  • Previous Safety Stock

  • Previous Projected Service Level

  • Optimized Projected Service Level

Inactive is false.

Related Topics

General Notices