New SuiteAnalytics Dataset Exposes Inventory Optimization Result Records

What changed

NetSuite ships a new standard dataset — Inventory Optimization Results — built on the Inventory Optimization Result record type. The dataset is ready to use in SuiteAnalytics Workbooks and serves as the data source for the companion Inventory Optimization Results Workbook.

Root record and joins

• Root record: Inventory Optimization Result
• Joined records: Item, Location, Item Location Configuration, Inventory Optimization Segment

Fields exposed

The dataset includes the following fields from the Inventory Optimization Result record:

• Created Date, Last Modified Date
• Item, Location, Inventory Optimization Segment
• Service Level, Override Service Level
• Analysis Period Start Date, 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

Custom formula field

A computed Override column displays Manual Override when Override Service Level is true, and Segment Default otherwise.

Default filter

The dataset filters to Inactive = false, so only active optimization result records appear. Inactive or superseded results are excluded by default.

Important caveats

• SuiteAnalytics does not recalculate stored planning values. The dataset is read-only over values written by inventory optimization processing. If calculation inputs change, displayed results update only after a scheduled or manual calculation re-processes the item-location pair.
• Current item-location quantity fields are not included. If you need on-hand or available quantities alongside optimization results, you will need to join or cross-reference another dataset (e.g., the Inventory Balance dataset).

Prerequisites

1. Enable Advanced Inventory Management and Inventory Optimization at Setup > Company > Enable Features > Items & Inventory.
2. To segment by item-location, also enable Advanced Item Location Configuration.
3. Users need the SuiteAnalytics Workbook permission at Edit level and the Inventory Optimization permission at View level or higher.

What to do

1. Verify features are enabled. Navigate to Setup > Company > Enable Features and confirm Advanced Inventory Management and Inventory Optimization are active.
2. Check permissions. Confirm that any role needing access has SuiteAnalytics Workbook (Edit) and Inventory Optimization (View+).
3. Use the standard dataset as-is or copy it. The dataset is shared with all users by default. To customize columns, joins, or filters, use Save As to create your own version — do not edit the standard dataset directly (only admins can change its sharing/permissions).
4. Supplement with quantity data if needed. Because the dataset omits current item-location quantities, join or cross-reference the Inventory Balance or Item Location datasets in a custom workbook if you need on-hand figures alongside optimization metrics.
5. Be aware of data freshness. Values reflect the last completed optimization calculation. If you change demand profiles, lead times, or service levels, results won't update until the next scheduled or manual optimization run completes.

Note: The source documentation does not specify which NetSuite release introduced this dataset. Verify availability in your account's release notes or feature documentation for your current version.