Inventory Optimization Results Workbook

The Inventory Optimization Results Workbook includes the following table views for active stored results:

• Inventory Optimization Results - displays active stored results for each item-location combination. It includes service level information, demand and lead-time metrics, and stored planning values for Reorder Point planning.

• Inventory Optimization KPIs - shows projected values for each item-location combination.

• Inventory Optimization Diagnostics - compares previous and optimized projected service levels with the target service level.

Workbook Configuration

The Inventory Optimization Results Workbook uses the Inventory Optimization Results Dataset as its source. The dataset joins to Item, Location, Item Location Configuration, and Inventory Optimization Segment.

To customize the standard workbook, use Save As to create a copy. Don't overwrite the standard workbook. In your copy, you can edit each component on the corresponding workbook tab. Shared recipients must save their own dataset copy before editing the dataset.

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

• Before you use this workbook, 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.

• The Data Grid column lists the fields included in each standard table view and identifies source dataset fields that aren't shown.

• 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 workbook is shared with all users. Only administrators can change its permissions. Users can only see records and rows available to their roles.

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

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

• The workbook doesn't include current item-location quantity fields, a pivot table, a chart, or a dashboard page.

• SuiteAnalytics doesn't recalculate stored planning values.

The following table lists the standard workbook 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 source 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.	Inventory Optimization Results view - planning inputs and inventory levels: Item Location Result Created Result Updated Inventory Optimization Segment Service Level Override 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 Inventory Optimization Results view - projected measures: Low Risk Average Inventory Level High Risk Average Inventory Level Unit Cost Expected Average Inventory Value Expected Inventory Turnover Expected Units Short Expected Units Short Value Expected Quantity Fill Rate Inventory Optimization KPIs view: Item Location Result Created Expected Average Inventory Value Expected Inventory Turnover Expected Units Short Expected Units Short Value Expected Quantity Fill Rate Inventory Optimization Diagnostics view: Item Location Result Created Demand Source Lead Time Demand Standard Deviation Previous Safety Stock Safety Stock Target Service Level Previous Projected Service Level Optimized Projected Service Level Projected Service Level Delta Distance From Target Before Distance From Target After Override Service Level remains available in the source dataset but doesn't appear in the standard table views.	Inactive is false.

Related Topics

• Inventory Workbook Templates
• Inventory Optimization Results Dataset
• Inventory Optimization
• Inventory Optimization Calculations
• Custom Workbooks and Datasets
• Accessing and Sharing Workbooks and Datasets

General Notices