Create a run - ION Manual

Starting a run

Starting a run moves a build from planned to actively producing, binding a procedure to a part inventory and an assignment. For how ION models those pieces, see the Overview. This page covers creating a run from each of the common entry points.

Prerequisites

• A released procedure for the target part.
• For an attach run, an existing part inventory record for the unit (created automatically when the part is staged from receiving, kitting, or a parent run). For a build run, ION creates the inventory on completion.
• Permission to create runs in your organization.

Where to start a run

Each path opens the same run wizard and ends with a run in Todo, ready for an operator to pick up.

The run wizard

The wizard walks top to bottom through five steps: Source, Part, Identify, Details, and Review. The stepper at the top tracks your position, and you can click a step to jump to it.

1. Source
   Choose where the run’s output inventory comes from:

   • Build a new item: the run creates a new part that becomes inventory on completion.
   • Use an item already in inventory: attach existing stock instead of creating new. This is the path for a kit or sub-assembly already on the floor.

2. Part
   Pick the Part this run produces. Optionally pick a Procedure (released procedures only), or leave it blank to add one later. When you open the wizard from a procedure page, the procedure is already selected here. The run’s steps come from the procedure’s steps, in the same order and with the same fields and validations. When the Require part-procedure relationship setting is on, the selected part and procedure must have an approved association. If they don’t, this step shows the message “The selected part must be associated with and approved for the selected procedure,” and you can’t advance to Review. See Link a part to a procedure.

   The procedure revision is locked when the run is created. If you revise the procedure while a run is in progress, that run continues on the version it was created with, and new runs pick up the new revision.

3. Identify
   In Build a new item mode, choose how completed units are tracked:

   • Serialized: one unit per serial number.
   • Lot-tracked: units grouped under a lot number, with a quantity.
   • Quantity only: a count, with no serial or lot.

   ION pre-selects the tracking type the part is configured for. For serial and lot numbers you can enter a value or check Auto-generated to have ION assign one. In Use an item already in inventory mode, this step instead asks you to pick the existing Inventory item to attach.

4. Details
   Name the run and set who’s responsible:

   • Run name: enter a name, or check Auto-generated. The auto-generated name encodes the run and target part. Enter your own if your org tracks builds by a different identifier, such as a customer PO, lot, or build number. The run name is the first thing operators see in any list.
   • Due date (optional).
   • Export controlled toggle.
   • Assigned to (optional): a user or team. Assigning the run makes it show up on their work view. Leave it unassigned to let anyone pick it up.
   • Any organization-defined custom attributes.

5. Review
   Each run you’ve authored appears as a row. Click Edit details on a run to reopen the wizard and change its details. You can also set a number of Copies and Duplicate it, or remove it. Use Add another run to author more in the same session. To batch the runs together, check Batch runs and name the batch. Steps in batched runs share sign-offs and redlines. For more information, see Manage run batches. You can also add a run to a batch later. Click Create run (or Create N runs / Create batched run) to create everything in the list.

Troubleshooting

• No procedures available for this part
  The part has no procedures associated. Either link the procedure to the part, or open the wizard from the procedure page so the procedure is pre-filled. See Link a part to a procedure.
• The selected part must be associated with and approved for the selected procedure
  The Require part-procedure relationship setting is on, and the part and procedure have no approved association. A missing, Pending, or Rejected association all block the run. Approve the association on the part’s Procedures section, then continue. See Link a part to a procedure.
• Part inventory is not in a state that allows a new run
  When you attach an existing inventory item, the unit is Consumed, Installed, or Scrapped. You can’t start a run on inventory that’s already been used. Check the inventory’s state on the inventory page.
• Procedure has unreleased steps
  The procedure isn’t Released, or some of its steps aren’t approved. Release the procedure first, then start the run.

Programmatic creation

For integrations that schedule runs from an external system (MES, ERP, custom dispatcher), see Common Queries → Create a Run.