Configure intent control policies

Intent control policies determine what ION does when an item’s intent is set to a particular value. The policies are grouped into four sections: Run Controls, Inventory Controls, Install Controls, and Part Quality.

Intent control policies appear only when intent features are enabled for your organization.

Configure a policy

In ION, go to Settings > Quality > Intent.
Expand the section that holds the policy you want.
Turn on the policy, and choose a mode where one is offered.

Where a policy offers Hierarchical or Exact matching, the policy compares items by intent rank (set in Manage intent options). Hierarchical accepts any intent at or above the required tier; Exact requires the same tier.

Run Controls

Govern intent on runs.

Policy	What it does
Require Intent on Run Create	Makes intent mandatory when a run is created.
Require Intent on Run Update	Prevents clearing a run’s intent once it has been set.
Require Intent on Run Step Start	Makes intent mandatory when a run step starts.
Run Intent Sync	Copies a run’s intent to its attached part inventory when the inventory has no intent set. When the run’s intent is a lower tier than the inventory’s, the Downgrade inventory on mismatch option controls whether the inventory is downgraded to match. Assigning a run intent higher than the inventory’s current intent is not permitted.

Require Intent on Run Create, Require Intent on Run Update, and Require Intent on Run Step Start can each be limited to specific procedure types, so only runs of those types require intent.

Inventory Controls

Govern intent on inventory.

Policy	What it does
Require Kit Intent Match	Blocks kitting when kitted inventory intent doesn’t meet the run’s part inventory intent. Checked both when an item is added to a kit and when the kit is delivered to an assembly. Offers Hierarchical or Exact matching.
PO Line Intent Sync	Propagates intent from a purchase order line to the on-order inventory created from it.
Issue Intent Update	When an issue is resolved, applies an intent to the affected inventory based on the issue’s disposition type. You set the disposition-type-to-intent mapping in this policy with Map disposition types to intent options and Add mapping. A disposition type with no mapping leaves the inventory’s intent unchanged.
Required at Manual Inventory Create	Makes intent mandatory when you create inventory by hand.

Install Controls

Govern intent during installs.

Policy	What it does
Require Install Intent Match	Blocks an install when the child part’s intent doesn’t meet the parent assembly’s intent. Offers Hierarchical or Exact matching.
Downgrade on Install	Lowers a child part’s intent to match the parent when it’s installed in an aBOM, but only when the parent assembly’s intent is lower than the child’s. If the parent’s intent is equal or higher, the child is unchanged.

Part Quality

Governs part inventory intent.

Policy	What it does
Part Quality Check	Keeps part inventory intent from exceeding the part’s intent. Applies wherever intent is assigned to inventory: manual assignment, receipt from a purchase order line, run intent sync, and issue resolution. In Block mode, an exceeding value raises an error; in Downgrade mode, the inventory intent is lowered to match the part.

Manage intent options

Getting Started

Build Hardware

Manage Supply Chain

Track Quality

Automate with ION

Administration

API Reference

Configure intent control policies

Configure a policy

Run Controls

Inventory Controls

Install Controls

Part Quality

​Configure a policy

​Run Controls

​Inventory Controls

​Install Controls

​Part Quality

​Related

Configure a policy

Run Controls

Inventory Controls

Install Controls

Part Quality

Related