---
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 an employee credit

# Create an employee credit {#ariaid-title1}

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

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.

## Before you begin

Role required: sn_shop.shopping_hub_admin

## About this task

You can create a credit for an employee shopper from Shopping Hub.

## Procedure

1. Navigate to AllShoppingHubManage Employee CreditsAllocated Credits.
2. Select New.
3. On the form, fill in the fields.  
   {#create-employee-credit__table_chb_cwm_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. |
   | Number | Unique identifier for this credit. |
   | Description | Additional information about the credit. This is visible to the shopper who is assigned the credit. |
   | Allocated to | Search for and select the user who this authorized to shop with this allocated credit. |
   | Responsible cost center | The cost center responsible for the user you selected in the Allocated to field. This is auto-populated and read-only. |
   | Amount allocated | The amount of credit a shopper is allocated to spend. |
   | Expiration date | The date after which a credit allocated to a shopper is no longer valid. |
   | 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 Categories | Search for and select the 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 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 Categories or Restrict Use to Products fields to create the record. |
   | Status | Specify the current status of a credit. The options are Pending Purchase, Credit Consumed, and Credit Expired. If you save the status as Credit Consumed or Credit Expired, the form becomes read-only. |
   | Allocated | Specifies how the employee credit was allocated. The options are Manually and By Credit Allocation Rule. |
   | Allocated by | The employee who created and allocated the credit to another employee. This field is required if credit allocation is done manually. |
   | Credit allocation rule | The rule that generated this employee credit. This field is visible only if allocation is done through a credit allocation rule. |
   [Table 1. Employee Credit form]

   {#create-employee-credit__table_chb_cwm_flb}
4. Select Submit.

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