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

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

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bundleId :

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workflow :

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---

# Create a purchasing assignment rule

# Create a purchasing assignment rule {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Automatically assign a sourcing request, negotiation, or purchase requisition to a
procurement specialist user or a task fulfiller's group based on pre-defined conditions by
using a purchasing assignment rule.

## Before you begin

To create a purchasing assignment rule, you must have set up your product catalog
(with the necessary product categories, product models, and supplier products) and
should be able to raise a purchase request. For more information on how to set up
your product catalog, see [Create a
product category](https://servicenow-prod.fluidtopics.net/j4tBQjpmlqySl7O4ZoD1Gg "Create categories for your product models to group your product models."), [Create a
product model](https://servicenow-prod.fluidtopics.net/Ll7am7ub~Mk37oFfn_Eiww "Create product models to group your supplier products."), and [Add a supplier
product](https://servicenow-prod.fluidtopics.net/MdfsEyelhGf3DoKH~BPa4w "Add supplier products to populate the primary data."). You should have also set up user attributes on the sys_user
record appropriately.
Role required: sn_shop.procurement_administrator

## About this task

You can create a purchasing assignment rule to route sourcing requests, negotiations, or purchase requisitions to an individual or group, from the Sourcing and Purchasing Automation module.

## Procedure

1. Navigate to AllSourcing and Purchasing AutomationAdministration Purchasing Assignment Rules .
2. Select New.
3. On the form, fill in the fields.  
   {#create-purchasing-assignment-rule__table_zt3_jrb_glb__entry__2}

   | Field | Description |
   |-|-|
   | Name | The name you assign to the assignment rule. |
   | Application | The application containing this record. In this case, it displays the default application, which is Sourcing and Procurement Operations. |
   | Active | Option to decide if this rule is in use. |
   [Table 1. Assignment Rule form]

   {#create-purchasing-assignment-rule__table_zt3_jrb_glb}
4. Select the Applies To tab and fill in the fields.  
   {#create-purchasing-assignment-rule__table_ysk_5rb_glb__entry__2}

   | Field | Description |
   |-|-|
   | Table | Name of the table for which conditions must be set. |
   | Conditions | Combination of conditions that must be met before the task is assigned to a user or group. You must add at least one filter condition, select a field type, and specify a value, for the condition to be set. Note: The rule is applied only if the task is not already assigned to another user or group. |
   [Table 2. Applies To form]

   {#create-purchasing-assignment-rule__table_ysk_5rb_glb}
5. Select the Assign To tab and fill in the fields.  
   {#create-purchasing-assignment-rule__table_kyy_ksb_glb__entry__2}

   | Field | Description |
   |-|-|
   | User | The user to whom the task is assigned. |
   | Group | The group to which the task is assigned. |
   [Table 3. Assign To form]

   {#create-purchasing-assignment-rule__table_kyy_ksb_glb}
6. Select the Script tab and fill in the fields.  
   {#create-purchasing-assignment-rule__table_vvj_2sb_glb__entry__2}

   | Field | Description |
   |-|-|
   | Script | A script to further customize the assignment rule. Scripts provide access to the current pool of variables. |
   [Table 4. Script form]

   {#create-purchasing-assignment-rule__table_vvj_2sb_glb}
7. Select Submit.

*[\>]: and then