Approval Rule form

Use the Approval Rule form when creating or configuring an approval rule to generate and route invoice or purchase order approvals.

<table id=“table_lsd_kd5_4wb”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System-generated unique identifier for the approval rule.

</td></tr><tr><td>

Name

</td><td>

The name you assign to the approval rule.

</td></tr><tr><td>

Active

</td><td>

Option to decide if this rule is used to generate invoice approvals.

</td></tr><tr><td>

Approving object

</td><td>

Object you’re seeking approval for. The following options are available:- Invoice - Purchase Order

To create an approval rule for an invoice, select Invoice.

</td></tr><tr><td>

Approving line

</td><td>

Approving object line that you’re seeking approval for. For Invoice approving object, the approving line is defaulted to Invoice Line.

</td></tr><tr><td>

Approval rule type

</td><td>

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

Depending on the rule type that you select, the associated fields appear. For more information, see Approval rule types.

</td></tr><tr><td>

Base approvals on

</td><td>

Invoice fields that you want to base your approvals on. Select the invoice field and move it from Available to Selected.

</td></tr><tr><td>

Allow automatic approval

</td><td>

Option to allow automatic approval of an invoice if the requester (invoice business owner) is the only approver.

</td></tr><tr><td>

Approval trigger conditions

</td><td>

Conditions based on the approving object that determine the conditions under which an approval plan is created.

</td></tr></tbody> </table>Parent Topic:Accounts Payable Operations reference

Related topics

{Accounts Payable Operations properties}[]

{Create New Invoice Line form}[]

{Case exclusion reference fields}[]

{Create invoice cost allocation form}[]

{Outbound cost allocation staging table}[]

{Distribution set form}[]

{Create New Invoice case form}[]

{Create New Invoice task form}[]

{Invoice processing case form}[]

{Tax lines}[]

{Invoice exception form}[]

{Request Help form}[]

{Data required for invoice processing}[]

{Invoice exception definition form}[]

{Approval Plan form}[]

{Jurisdictions main table}[]

{Accounts Payable Operations glossary}[]