Approval Rule form

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

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.