Configure intent control policies

Intent control policies determine what ION does when an item’s intent is set to a particular value.

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

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

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. See What the kit intent match hides.
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.

What the kit intent match hides

Require Kit Intent Match doesn’t only block a kitting attempt. While it’s on, ION also leaves stock whose intent would fail out of what it offers a picker in the first place:

The kit’s pick list omits it, for a single kit and for a pick run alike.
The kit’s fillability score is computed without it, so a kit whose only remaining stock has the wrong intent reads short rather than fillable.

The comparison is against the intent on the run’s own assembly inventory, using the mode the policy is set to. A kit with no run, or a run whose assembly carries no intent, is unconstrained. Once the assembly does carry an intent, stock with no intent at all doesn’t match it.

A kit’s stored fillability score is recalculated when its own inputs change, not when the policy itself is turned on or off. A kit already open when you change the setting keeps its previous score until its next change. Its pick list is correct immediately either way.

Install Controls

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

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.

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API

Configure intent control policies

Configure a policy

Run Controls

Inventory Controls

What the kit intent match hides

Install Controls

Part Quality

​Configure a policy

​Run Controls

​Inventory Controls

​What the kit intent match hides

​Install Controls

​Part Quality

Configure a policy

Run Controls

Inventory Controls

What the kit intent match hides

Install Controls

Part Quality