---
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 segmentation rule

# Create segmentation rule {#ariaid-title1}

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

Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors.

## Before you begin

Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Do one of the following:  
   * Under Quick actions, select Create segmentation rule..
   * Select the list icon (![List icon.]()), navigate to ListsPerformance managementSegmentation rules, and then select New.
   {#create-segmentation-rule-slo__ul_hfq_zz5_jcc}
3. On the form, fill in the fields.  
   {#create-segmentation-rule-slo__entry__2}

   | Field | Description |
   |-|-|
   | Basic details ||
   | Name | Name of the segmentation rule. |
   | Description | Brief description of the segmentation rule. |
   | Active | Option that indicates the segmentation rule is active for use. |
   | Owner | The person who owns the segmentation rule. |
   | Frequency | The frequency at which the segmentation rule automatically runs. The available options are: * Ad-hoc * Weekly * Monthly * Quarterly * Yearly {#create-segmentation-rule-slo__ul_ur1_vpv_jcc} |
   | Conditions ||
   | Segmentation table | Extracts data from the specified table. |
   | Condition | Option that enables you to build a filter by adding conditions with fields, operators, and values. Select Edit conditions to open the condition builder. |
   [Table 1. Create New Segmentation rule form]

4. Select Save.
* **[Add KPI templates to a segmentation rule](https://servicenow-prod.fluidtopics.net/A1qO_MklqyWNmlyMquH2DA)**   
  You can add new KPI templates to a segmentation rule if the existing templates used for suppliers don't meet your needs.
* **[Add suppliers to a segmentation rule](https://servicenow-prod.fluidtopics.net/g92kIlHMfovxh1sp7IX1CQ)**   
  You can add a new supplier to a segmentation rule if the existing suppliers don't meet your needs.

*[\>]: and then