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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Approval Rule form

# Approval Rule form {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](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: * 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/xSdeBzyNUIq5PjlplEFw5w "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/uVcefHb3IQtulDeCafgXXQ#apo-glossary "Learn about the terms and concepts used in Accounts Payable Operations (APO).")  
**Related reference**   

* [Accounts Payable Operations properties](https://servicenow-prod.fluidtopics.net/TrulGpLHWkekuMSZEC~_bg "On the Accounts Payable Operations properties form, you can set the parameters that control the invoice line mapping, invoice ingestion for API and exception management.")
* [Create New Invoice Line form](https://servicenow-prod.fluidtopics.net/Nn1Jni7chbjuUZif8K0H8Q "Use the Create New Invoice Line form to provide details about an invoice line.")
* [Create invoice cost allocation form](https://servicenow-prod.fluidtopics.net/wZ9mxepl0upxObb4_mdzsA "Allocate invoice line cost across multiple cost centers.")
* [Outbound cost allocation staging table](https://servicenow-prod.fluidtopics.net/me7SU_XgL9N1WuXJN1KDPA "The outbound cost allocation [sn_spend_intg_outbound_invoice_cost_allocation] staging table stores important data about cost allocation information so that an ERP integrator can export this data to a third-party ERP system.")
* [Distribution set form](https://servicenow-prod.fluidtopics.net/eUckwer9sN6t4ftdEu7w8w "Create a distribution set to split cost allocations automatically for invoice lines.")
* [Create New Invoice case form](https://servicenow-prod.fluidtopics.net/oaUsSAqZNxyVTAoeeYqTOQ "Use the Create New Invoice case form to provide details about the Invoice case.")
* [Create New Invoice task form](https://servicenow-prod.fluidtopics.net/_rInspM0Mzs2stbEy9DDPA "Use the Create New Invoice task form to provide details about the Invoice task.")
* [Invoice processing case form](https://servicenow-prod.fluidtopics.net/_IpQvQtafFHOHzDmNR5~dA "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/svGPBHQx1KWVeRkkmQeueQ "The Tax lines tab lists the tax line associated with the invoice line.")
* [Invoice exception form](https://servicenow-prod.fluidtopics.net/7JIGYZMNoPVjPnJLStXmsg "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.")
* [Request Help form](https://servicenow-prod.fluidtopics.net/0FmOUgUaISt_0ndL6hR1NA "Suppliers use the Request Help form to report an inquiry related issue or request.")
* [Data required for invoice processing](https://servicenow-prod.fluidtopics.net/bdFC5eXGnr4d6CzC4g3tIw "Reference information for the key tables and required data used to process invoices in Accounts Payable Operations.")
* [Invoice exception definition form](https://servicenow-prod.fluidtopics.net/m3MoDBYBOMM_JwCOFZr4iA "Use the Invoice exception definition form to provide details about the new invoice exception definition.")
* [Approval Plan form](https://servicenow-prod.fluidtopics.net/yZ~Lyu53TsRSNBMDZNAt1A "Use the Approval Plan form to view details of the overall invoice approval process.")