---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Approval Plan form

# Approval Plan form {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Approval Plan form to view details of the overall invoice approval process.
{#approval-plan-form__table_j11_gp5_4wb__entry__2}

| Field | Description |
|-|-|
| Number | System-generated unique identifier for the approval plan. |
| Approval Rule | The approval rule that you want to reference for this plan. |
| Approval group | Group containing the users responsible for approving the plan. |
| Approving record | Invoice record that requires approval. |
| Detail records | Details about the invoice and invoice line records. |
| Approval routing method | Method of routing the approvals. The options are sequentially and in parallel. |
| Approval decision method | Method of approving the rule. You can select if all approvers must approve the rule or any approver can approve it. |
| Approval | Status of the approval plan request. The options are Not Yet Requested, Requested, Approved, Rejected, and Self Approved. |
| State | Work status on the requested approval plan. The options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped. |
| Approver list | User or users responsible for approving the plan. |
| Approver group list | List of groups containing the users responsible for approving the plan. |
| Short description | Short description of the approval plan in the following format: Invoice approval required for \<supplier name\>. |
[Table 1. Approval Plan form]

{#approval-plan-form__table_j11_gp5_4wb}
**Related concepts**   

* [Accounts Payable Operations glossary](https://servicenow-prod.fluidtopics.net/ogIWqvyEM6sSdFMzd6RTcw#apo-glossary "Learn about the terms and concepts used in Accounts Payable Operations (APO).")  
**Related reference**   

* [Create New Invoice Line form](https://servicenow-prod.fluidtopics.net/za4i6rUxNSgF9rPJV_nqKw "Use the Create New Invoice Line form to provide details about an invoice line.")
* [Create New Invoice case form](https://servicenow-prod.fluidtopics.net/P0QF9IXjeOrLkzuJNUSbgQ "Use the Create New Invoice case form to provide details about the Invoice case.")
* [Create New Invoice task form](https://servicenow-prod.fluidtopics.net/y~Z0_leTf1m277zMIMfH0w "Use the Create New Invoice task form to provide details about the Invoice task.")
* [Invoice processing case form](https://servicenow-prod.fluidtopics.net/xLMD8B5mVicGxGPzWtZhZw "Use the Invoice processing case form to view the case details that store invoice information that an Accounts Payable Specialist can use to perform related tasks.")
* [Tax lines](https://servicenow-prod.fluidtopics.net/r9l3kXwAHAMs7GOM5opfpA "The Tax lines tab lists the tax line associated with the invoice line.")
* [Invoice exception form](https://servicenow-prod.fluidtopics.net/R5fRhmvQc~mqlUdiT0feoQ "Use the invoice exception form to view the case details that store invoice exception information that an Accounts Payable Specialist can use to perform related tasks.")
* [Master data table for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/Pbg7QCO_FeaPmb0EqwIpdg "Enter the mandatory fields in the primary table for successful processing of an invoice in Accounts Payable Operations.")
* [Invoice exception definition form](https://servicenow-prod.fluidtopics.net/pzQEuT3mrCoHIeSL5Q9cXw "Use the Invoice exception definition form to provide details about the new invoice exception definition.")
* [Approval Rule form](https://servicenow-prod.fluidtopics.net/kkDMhosHxBx0tkHYA6Bo~w "Use the Approval Rule form to provide details about the new approval rule.")