Approval Rule form

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Use the Approval Rule form to provide details about the new approval rule.

    Table 1. Approval Rule form fields
    Field Description
    Number System-generated unique identifier for the approval rule.
    Name The name you assign to the approval rule.
    Active Option to decide if this rule is used to generate invoice approvals.
    Approving object Object you’re seeking approval for. The following options are available:
    • Invoice
    • Purchase Order

    To create an approval rule for an invoice, select Invoice.
    Approving line Approving object line that you're seeking approval for. For Invoice approving object, the approving line is defaulted to Invoice Line.
    Approval rule type 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.
    Base approvals on Invoice fields that you want to base your approvals on. Select the invoice field and move it from Available to Selected.
    Allow automatic approval Option to allow automatic approval of an invoice if the requester (invoice business owner) is the only approver.
    Approval trigger conditions Conditions based on the approving object that determine the conditions under which an approval plan is created.