# Creating a New Invoice AI Rule
### Abstract
Creating an *Invoice AI* rule in **Charted** lets administrators enforce prescriptive “if-then” logic during invoice processing — such as assigning a static subsidiary or routing invoices to a specific queue owner based on the sender’s email or document text. By automating these decisions, organizations ensure consistent data entry and eliminate repetitive manual tasks, accelerating approvals and reducing errors.
In this article, you’ll learn how to add, save, and edit or deactivate an *Invoice AI* rule.
### Creating a New Invoice AI Rule
This section explains the step-by-step process of defining a new rule on the **Charted OCR Rule List** page.
Follow these steps to configure the invoice AI rule as required:
1. Once you are on the **Charted OCR Rule List** page, click the **New Charted OCR Rule** button to create a new **Invoice AI** rule. Clicking on this button will take you to a new **Charted OCR Rule** page:\
2. Here, the rule relies on prescriptive if-then logic: when the specified condition is met, another action must automatically occur. For instance, if an invoice arrives from a particular email address, you can check the **ASSIGN SUBSIDIARY** box to route it to a designated entity:\
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This setup is common for organizations that maintain separate AP inboxes for **Subsidiary One** and **Subsidiary Two**, ensuring each invoice posts to the correct subsidiary.
3. Every time we receive an email from one of those different email addresses, instead of trying to determine what the subsidiary is, we do have the logic to do that. You can choose options from the **SUBSIDIARY** dropdown:\
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And if you just want to set it to a static value, that would be an example of forcing a behavior based on that if-then logic, probably the most common use case for a rule.
4. Another use case might be assigning a queue owner**.** So, if an invoice comes from a particular email or the document file contains particular text, it should be assigned to a particular person in the inbox to process, another use case to be used to assign a rule.
5. For example, if the **DOCUMENT FILE NAME CONTAINS** *Michael Johnson*, then the **ASSIGN QUEUE OWNER** dropdown should have *Michael Johnson* selected:\
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That is another potential use case with very rigid logic — if this applies, then another action must take place.
6. After making these changes, the next step is to name this rule (e.g., *MJ as owner*) in the **RULE NAME** box and click the **Save** button to apply the changes:\
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You can always go back in and edit this name later if needed.
### Editing or Deactivating a Rule
If you need to change or deactivate an existing rule, follow these steps:
1. To start, hover over the **Charted** menu, then the **AP Automation** tab, and select **Settings**:\
2. Next, click the **Settings** button next to the **Invoice AI** option on the **Charted Platform Features** page:\
3. Then, once on the **Invoice AI Settings** page, click the **Invoice AI Rules** option:\
4. On the **Charted OCR Rule List page**, you will see the rule you just created listed there. To edit this rule, click the **Edit** option:\
5. To make this rule inactive**,** check the **INACTIVE** box and click the **Save** button to apply the changes. The rule will no longer be displayed in the list:\
This concludes the process of creating a new **Invoice AI** rule in **Charted**.
