---
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 Rule form

# Approval Rule 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 Rule form to provide details about the new approval rule.
{#new-approval-rule-form__table_lsd_kd5_4wb__entry__2}

| Field | Description |
|-|-|
| Number | System-generated unique identifier for the approval rule. |
| Name | The name you assign to the approval rule. |
| Active | Option to decide if this rule is used to generate invoice approvals. |
| Approving object | Object you're seeking approval for. The following options are available: * Invoice * Purchase Order {#new-approval-rule-form__ul_m4t_125_4wb} To create an approval rule for an invoice, select Invoice. |
| Approving line | Approving object line that you're seeking approval for. For Invoice approving object, the approving line is defaulted to Invoice Line. |
| Approval rule type | The type of approval rule that determines how approval plans are generated and routed when conditions are met. The following options are available: * Cost center Managers * Dynamic Users or Groups * Managerial Job Code Hierarchy * Managerial Hierarchy * Specified Users or Groups {#new-approval-rule-form__ul_vry_f25_4wb} Depending on the rule type that you select, the associated fields appear. For more information, see [Approval rule types](https://servicenow-prod.fluidtopics.net/vKMY28Qvr6ATe2rz8nRzrQ "Approval rule types determine how approvals are created and routed during the invoice approval process."). |
| Base approvals on | Invoice fields that you want to base your approvals on. Select the invoice field and move it from Available to Selected. |
| Allow automatic approval | Option to allow automatic approval of an invoice if the requester (invoice business owner) is the only approver. |
| Approval trigger conditions | Conditions based on the approving object that determine the conditions under which an approval plan is created. |
[Table 1. Approval Rule form fields]

{#new-approval-rule-form__table_lsd_kd5_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 Plan form](https://servicenow-prod.fluidtopics.net/Tlw5QGmmOWnW6S~a7iazVA "Use the Approval Plan form to view details of the overall invoice approval process.")