---
title: Create segmentation rule
description: Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/supplier-lifecycle-operations/create-segmentation-rule-slo.html
release: australia
product: Supplier Lifecycle Operations
classification: supplier-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [SLO, Supplier Lifecycle Operations, segmentation rule, segmentation table, condition builder, categorizing suppliers, Supplier Relationship and Performance Management]
breadcrumb: [Configure Supplier Relationship and Performance Management, Configure, Supplier Lifecycle Operations, Finance and Supply Chain]
---

# Create segmentation rule

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 **All** > **Supplier Lifecycle Operations** > **Source-to-Pay Workspace**.

2.  Do one of the following:

    -   Under Quick actions, select **Create segmentation rule**.
    -   Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\), navigate to **Lists** > **Performance management** > **Segmentation rules**, and then select **New**.
3.  On the form, fill in the fields.

<table><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td class="sub-head" colspan="2">

Basic details

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

Name

</td><td>

Name of the segmentation rule.

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

Description

</td><td>

Brief description of the segmentation rule.

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

Active

</td><td>

Option that indicates the segmentation rule is active for use.

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

Owner

</td><td>

The person who owns the segmentation rule.

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

Frequency

</td><td>

The frequency at which the segmentation rule automatically runs. The available options are:-   Ad-hoc
-   Weekly
-   Monthly
-   Quarterly
-   Yearly


</td></tr><tr><td class="sub-head" colspan="2">

Conditions

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

Segmentation table

</td><td>

Extracts data from the specified table.

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

Condition

</td><td>

Option that enables you to build a filter by adding conditions with fields, operators, and values.Select **Edit conditions** to open the condition builder.

</td></tr></tbody>
</table>4.  Select **Save**.


## Result

A new segmentation rule is created.

-   **[Add KPI templates to a segmentation rule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/add-kpi-template-segmentation-rule.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/add-supplier-segmentation-rule.md)**  
You can add a new supplier to a segmentation rule if the existing suppliers don’t meet your needs.

**Parent Topic:**[Configure Supplier Relationship and Performance Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/configuring-supplier-performance-mgmt.md)

**Related topics**  


[Add KPI templates to a segmentation rule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/add-kpi-template-segmentation-rule.md)

[Add suppliers to a segmentation rule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/add-supplier-segmentation-rule.md)