---
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


---

# Create a credit allocation rule

# Create a credit allocation rule {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Assign an amount of credit that an employee shopper can use in Shopping Hub, by creating a condition-based allocation rule.

## Before you begin

Role required: sn_shop.shopping_hub_admin

To create a credit allocation rule, you must have already created some credits to be
assigned to employee shoppers. For more information, see [Create an employee credit](https://servicenow-prod.fluidtopics.net/U33_Pfy_pmRfRbQUPFeZuQ "Manage and track credits that an employee shopper is allocated to in Shopping Hub, by creating an employee credit. If a credit already exists, allocated to an employee, it shows up as a payment option in Shopping Hub, and is created as a cost allocation entry at the backend.").

## About this task

You can create a condition-based credit allocation rule for an employee shopper from Shopping Hub.

## Procedure

1. Navigate to AllShoppingHubManage Employee CreditsCredit Allocation Rules.
2. Select New.
3. On the form, fill in the fields.  
   {#create-credit-allocation-rule__table_ayb_5sj_flb__entry__2}

   | Field | Description |
   |-|-|
   | Credit name | The name you assign to an employee credit. This is visible to the shopper who is assigned the credit. |
   | Active | Option to decide if employee credits are to be created for this rule. |
   | Description | Additional information about the credit. This is visible to the shopper who is assigned the credit. |
   | One time credit | Option to decide if credits are to be assigned just once to employees that meet the conditions of this rule. |
   | Amount allocated | The amount of credit a shopper is allocated to spend. |
   | Credit expires after | The amount of time a credit remains active for a shopper to use. |
   | Allocation based on | Specify the conditions that determine if credits are to be assigned automatically. The options are Inventory Asset and User. |
   | Specify asset conditions | Specify the conditions that must be met for a credit to be created. This field is visible only if you select Inventory Asset in the Allocation based on field. |
   | Specify user conditions | Specify the conditions that must be met for a credit to be created. This field is visible only if you select User in the Allocation based on field. |
   | Payback options | The number of paycheck periods an employee is allowed to pay back costs in excess of the allocated credit amount. |
   | Restrict use to spend categories | Search for and select the spend categories for which employee credits can be used to purchase products in the category. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record. |
   | Restrict use to product categories | Search for and select the product categories for which employee credits can be used to purchase products in the category. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record. |
   | Restrict use to products | Search for and select the products for which employee credits can be used to purchase products related to the product model. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record. |
   [Table 1. Credit Allocation Rules form]

   {#create-credit-allocation-rule__table_ayb_5sj_flb}
4. Select Submit.

## What to do next

Use the related list of the credit allocation rule form to view the employee credits
associated with this rule.

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