Inventory policies¶

The inventory policy is the operational master data that states how each material-location should be protected and replenished. It may contain safety stock, maximum stock or Kanban target, frequency, lot, and priority.

A candidate policy created by optimization governs Supply Planning only after it is reviewed and deliberately copied to this dataset.

Path in the platform¶

Data > Data Operations > Configuration > Planning Setup > Inventory Policy Optimization Setup > Inventory Policy Optimization Setup

Within this operation, use Inventory policy for the header and Inventory policy detail for material-location values and validity.

Grain and key¶

Policy: one row per policyId.
Detail: policy, material, location, and validity start.

Required detail fields¶

Logical field	Meaning
`policyId`	Policy containing the value
`materialId`	Protected material
`locationId`	Location where the rule applies
`validFrom`	Start of validity
`uomId`	Unit of physical values or coverage unit defined by the policy

Optional detail fields¶

Logical field	Meaning	Default Value When Not Provided
`validTo`	End of validity	Applies until the next rule or explicit closure
`safetyStock`	Protection against variation and uncertainty	No safety-stock component
`maximumStock`	Maximum limit or target	No maximum-stock limit
`kanbanTarget`	Kanban replenishment target	Kanban target disabled
`replenishmentFrequency`	Interval between replenishments	General Supply Planning process rule
`priority`	Selection order among applicable rules	General policy priority

0 is an informed value and means physical absence of that component. An empty field means the policy does not define the component and allows the configured precedence rule to apply.

Dependencies¶

Materials.
Locations.
Units of Measure.
Calendar and unambiguous validity.
Demand, lead time, lots, and costs used to size the policy.
Supply Planning setup.

Used by¶

Supply Planning data model;
Inventory Policy Optimization;
Supply Plan generation and recalculation;
DRP, Deployment, and Load Building;
projected inventory, coverage, stockout, and write-off;
prioritization and fair share when supply is limited;
economic analysis of capital, storage, stockout, and shelf life.

Validations¶

no conflicting validity for the same policy and item-location;
unit matches material and calculation;
non-negative values;
days and quantity are not compared as if they were the same unit;
only one replenishment mechanism prevails in each context;
changes are evaluated in a Supply Plan before operational promotion.