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In ION, go to Supply Chain > Autoplan and open a plan that shows the Staged badge. Policies are set while the plan is staged, before you run it; they change the quantities and dates Autoplan proposes. Both policy panels live on the plan’s Overview tab.

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Set the plan-wide defaults

The Planning assumptions card holds the default policy every part starts from. Each numeric field saves when you leave it. The Lead-time strategy selector controls where lead times come from. Category defaults uses standard lead times per part category, and Manual / CSV uses values you supply. Strategies based on procedure steps and historical runs appear in the list but are unavailable until that data exists.

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Review each part’s resolved policy

The Per-part policy panel lists every part in the plan’s bill of materials with the policy that applies to it. For each part you see:
  • The requirement delta, for example “Required 12, with policy 14”, so a policy value never changes a quantity silently.
  • One statement per active field, such as the spare quantity added to the net requirement or the minimum batch quantity the order rounds up to.
  • Provenance chips showing where each value came from, such as a category default or a CSV upload. A part with no policy adjustments uses its gross requirement as-is.
These per-part numbers are previews. The authoritative quantities and dates come from running the plan.

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Edit policies per part via CSV

Per-part overrides are edited in bulk through a CSV round trip:
  1. In the Per-part policy panel, click Download CSV. The template lists every part with its current category-prefilled values.
  2. Edit the values you want to override. A field you leave blank keeps the plan default for that part.
  3. Click Upload CSV and select the edited file. The panel updates each part’s resolved policy and marks the uploaded values’ provenance.

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Correct a part’s make or buy classification

A related per-part setting lives on the Components tab: each part’s Make / Buy value, which decides whether Autoplan proposes a purchase order (Buy) or a run (Make) for its shortfall. Change it from the dropdown on the part’s row; the plan re-derives immediately.