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14. Load initial inventory on January 1, 2027

Initial inventory is the available position at the start of the reference date. Because the tutorial Supply Plan starts on January 1, 2027, the snapshot must use exactly 2027-01-01.

Why the date must match exactly

The Supply Planning service retrieves inventory on the plan start date. A row dated 2026-12-31 or 2027-01-02 is not a substitute and may leave the plan without initial inventory.

Tutorial file

13-initial-stock-2027-01-01.xlsx

1. Open Stock

Hover over Data and open Operations > Data Operations. In the catalog, follow Transactional Data > Inventory > Stock.

Data menu with Data Operations

Stock topic and import workspace

2. Prepare the snapshot

The template uses five columns:

Location Id Material Id Reference Date Unit of Measure Id Quantity
DC_EAST FG_TISSUE_DOUBLE_12 2027-01-01 TON 180
DC_EAST FG_TISSUE_TRIPLE_12 2027-01-01 TON 150
MILL_EAST ROLL_TISSUE 2027-01-01 TON 220
MILL_EAST RAW_PULP 2027-01-01 TON 300

Use one row per material-location combination. Community Edition treats this inventory as aggregated; batches, expiration dates, aging, and shelf life are outside this topic.

3. Import and reconcile

Action to perform

  1. Click Download and keep the published headers.
  2. Populate only registered IDs and convertible units.
  3. Use 2027-01-01 on every row.
  4. Click Import and select the file.
  5. Download the 2027-01-01 through 2027-01-01 range and compare the quantity, material, location, and unit.

Do not silently convert missing inventory into zero. A required missing combination must be corrected at the source or treated as an explicit business decision.

4. Prepare the execution profile

The Supply Planning execution profile must consider initial inventory. If the corresponding option is off, the rows may exist and still be excluded from the plan.

Final Supply data checklist

  • production and capacity loaded in the correct sequence;
  • valid network version, lanes, and material allowlists;
  • effective and linked 40-day policy;
  • initial inventory exactly on 2027-01-01;
  • consistent units and reconciled imports.

Completion criterion

Complete this chapter when the topic download reproduces the snapshot and the execution profile is configured to consider initial inventory. The dataset is then ready for Supply Plan configuration and execution.

Return to the inventory policy, or review the full tutorial map.