Inventory positions¶
An inventory position states how much is present at a material-location on a cut-off date. With lot traceability, it also supports aging, shelf-life, and projected write-off calculations.
Path in the platform¶
Data > Data Operations > Transactional Data > Inventory > Inventory Snapshots > Inventory snapshots
Grain and key¶
- without lot: cut-off date, material, and location;
- with lot: cut-off date, material, location, and lot.
Required fields¶
| Logical field | Meaning |
|---|---|
snapshotDate |
Snapshot reference date and time |
materialId |
Stored material |
locationId |
Location where the balance is available |
quantity |
Observed physical quantity |
uomId |
Unit in which the quantity was provided |
Optional fields¶
| Logical field | Meaning | Default Value When Not Provided |
|---|---|---|
lotId |
Production or receipt lot | Balance without lot identification |
expirationDate |
Lot expiration date | No expiration date |
reservedQuantity |
Quantity already committed | No reserved-quantity value |
qualityBlockedQuantity |
Quantity blocked by quality | No quality-blocked-quantity value |
Do not provide available quantity as an independent value when it is only
quantity - reservedQuantity - qualityBlockedQuantity; calculate it
consistently instead.
Dependencies¶
- Materials.
- Locations.
- Units of Measure.
- Shelf-life and lot rules when aging is used.
- Open orders for future commitments, without mixing them into the observed balance.
Used by¶
- Supply Planning data model;
- Supply Plan initialization and projection;
- DRP, Deployment, and Load Building;
- Inventory Policy Optimization;
- coverage, stockout, backlog, and write-off calculations;
- Cost-to-Serve and P&L;
- operational inventory and aging visibility.
Validations¶
- lot-specific aging requires
lotId; - shelf-life write-off requires
expirationDateor a verifiable shelf-life rule; - missing reserved or quality-blocked quantities are reconciled with the source before available inventory is calculated;
- one snapshot per key and cut-off date;
- quantities use the correct unit;
- lot and expiration date are consistent;
- reserved and blocked portions do not exceed physical stock;
- cut-off date reconciles with the source system;
- future supply is not mixed into the current snapshot.