Create — Mercoa | Documentation

Create an invoice approval policy associated with an entity

Path parameters

entityIdstringRequired

Entity ID or Entity ForeignID

Request

This endpoint expects an object.

triggerlist of objectsRequired

List of triggers that will cause this policy to be evaluated. If no triggers are provided, the policy will be evaluated for all invoices.

ruleobjectRequired

upstreamPolicyIdstringRequired

The policy ID of the previous approval policy in the chain of policies. Use ‘root’ if no upstreamPolicyId is intended to be set.

Response

This endpoint returns an object.

idstring

triggerlist of objects

ruleobject

upstreamPolicyIdstring

createdAtdatetime

updatedAtdatetime

1 curl -X POST https://api.mercoa.com/entity/ent_8545a84e-a45f-41bf-bdf1-33b42a55812c/approval-policy \ 2 -H "Authorization: Bearer <token>" \ 3 -H "Content-Type: application/json" \ 4 -d '{ 5 "trigger": [ 6 { 7 "type": "amount", 8 "amount": 100, 9 "currency": "USD" 10 } 11 ], 12 "rule": { 13 "type": "approver", 14 "identifierList": { 15 "type": "rolesList", 16 "value": [ 17 "Admin", 18 "Controller" 19 ] 20 }, 21 "numApprovers": 2 22 }, 23 "upstreamPolicyId": "root" 24 }'

1 { 2 "id": "apvl_8545a84e-a45f-41bf-bdf1-33b42a55812c", 3 "trigger": [ 4 { 5 "type": "amount", 6 "amount": 100, 7 "currency": "USD" 8 } 9 ], 10 "rule": { 11 "type": "approver", 12 "identifierList": { 13 "type": "rolesList", 14 "value": [ 15 "Admin", 16 "Controller" 17 ] 18 }, 19 "numApprovers": 2 20 }, 21 "upstreamPolicyId": "root", 22 "createdAt": "2024-01-01T00:00:00Z", 23 "updatedAt": "2024-01-02T00:00:00Z" 24 }

1	curl -X POST https://api.mercoa.com/entity/ent_8545a84e-a45f-41bf-bdf1-33b42a55812c/approval-policy \
2	-H "Authorization: Bearer <token>" \
3	-H "Content-Type: application/json" \
4	-d '{
5	"trigger": [
6	{
7	"type": "amount",
8	"amount": 100,
9	"currency": "USD"
10	}
11	],
12	"rule": {
13	"type": "approver",
14	"identifierList": {
15	"type": "rolesList",
16	"value": [
17	"Admin",
18	"Controller"
19	]
20	},
21	"numApprovers": 2
22	},
23	"upstreamPolicyId": "root"
24	}'

1	{
2	"id": "apvl_8545a84e-a45f-41bf-bdf1-33b42a55812c",
3	"trigger": [
4	{
5	"type": "amount",
6	"amount": 100,
7	"currency": "USD"
8	}
9	],
10	"rule": {
11	"type": "approver",
12	"identifierList": {
13	"type": "rolesList",
14	"value": [
15	"Admin",
16	"Controller"
17	]
18	},
19	"numApprovers": 2
20	},
21	"upstreamPolicyId": "root",
22	"createdAt": "2024-01-01T00:00:00Z",
23	"updatedAt": "2024-01-02T00:00:00Z"
24	}