Inventory setup defines which source records count and how their fields are interpreted. Review this setup with a planner who understands the ERP’s stock, order and site semantics.
Before you start
You need administration access and synced operational records. Required inputs must contain usable values.
Use Terrain to investigate signals, record relationships, supply coverage and dashboards.
Review inventory inputs and policies
Open Settings → Inventory or the inventory concept setup linked from Line of balance.
Review What it reads and map each required input to the correct compatible field.
Check source coverage, missing values and relationships to items, sites and locations.
Review policies for stock statuses, planning locations, special stock, order states, dates, quantities and site pooling.
Inspect representative item results and reconcile them with the intended ERP interpretation.
Make the configuration Live only after required inputs and the preview are correct.
Check the result
The setup reads the intended fields and produces explainable item-level counts. Each included source has a clear direction and open/already-moved meaning.
Avoid counting the same movement twice
Custom sources can bring stock in or take it out. Review the distinction between records still to move and history that has already moved. Where history is used to learn consumption, avoid overlapping sources that count the same movement twice.
Check whether item settings override the ERP values and which site scope the override applies to.
Check policy effects
Blocked and quality stock, firmed planned orders, confirmed purchase quantities and safety thresholds can change projected shortages. A correct field mapping with the wrong inclusion policy can still produce the wrong planning result.
If something does not look right
What you see | What to check |
A required input is broken | Choose a compatible current field or the appropriate built-in field. |
The count differs from the ERP | Reconcile units, source coverage, date rules, site scope and inclusion states using a representative item. |
Can I release setup before records sync?
Can I release setup before records sync?
The setup requires relevant records and usable required inputs. Resolve missing source data before relying on Line of balance.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.