> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstresonance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit part policies in a plan

> Set the planning and purchasing policy Autoplan applies per part, review the effect of each value, and edit policies in bulk via CSV.

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.

## 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.

| Field                        | Effect on the plan                                              |
| ---------------------------- | --------------------------------------------------------------- |
| **Spare quantity**           | Adds that many units to every net requirement.                  |
| **Minimum stock**            | Floors the requirement so that many units stay on hand.         |
| **Yield rate (%)**           | The expected good-output rate assumed when sizing requirements. |
| **Attrition rate (%)**       | Inflates buy quantities to cover expected scrap.                |
| **Buffer lead days**         | Extra schedule buffer on top of each part's lead time.          |
| **Order offset days**        | Adjusts order timing by that many days.                         |
| **Period of supply (weeks)** | Consolidates that many weeks of demand into one order.          |
| **Minimum batch quantity**   | Rounds each order up to the next multiple of this quantity.     |

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.

## 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.

## 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.

## 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.

## Related

* [Planning overview](/manage-supply-chain/planning)
* [Create and apply a plan](/manage-supply-chain/planning/create-and-apply-a-plan)
* [Configure demand settings](/administration/supply-chain-settings/configure-demand-settings)