Matching a bill to a purchase order means checking the invoice lines against what was ordered (and sometimes received) before you pay. What is purchase order?
Before you start
- Purchasing module
- Matching tolerance codes set up (Setup > Purchasing > Matching tolerance)
The Sage X3 way
Where to find it: Purchasing > Invoices > Invoices (three-way match status)
- Receive goods against the order with a receipt.
- Create the invoice and preload the order or receipt lines from the selection panel.
- X3 reconciles the invoice with receipts and orders and shows a Match status: Unblocked, Blocked, Warning, Successful or Not applicable.
- Open the matching lines to see blocking or warning matches and fix or override with the right security.
Limits in Sage X3
- Tolerance codes come from Setup > Purchasing > Matching tolerance.
- Blocking on invoices can be overridden by users with security rights; blocking on receipts cannot.
Good to know in Sage X3
- Tolerance codes attach to supplier, product or both.
The Pulsify way
- Sync your open POs from Sage X3 to Pulsify.
- Forward the supplier's invoice. Pulsify links it to the right purchase order.
- Pulsify matches each line on quantity and unit price, to within 1 cent.
- Review flags for price differences, extra quantity and lines not on the PO.
- Approve. The purchase invoice is created in Sage X3 against the purchase order.
Pulsify connects to Sage X3. We set up the connection for you.
What Pulsify does not do here
- Pulsify has no tolerance setting. It compares to the cent.
- Flags are warnings. Your approver decides.
Common mistakes
- Matching an invoice before the goods are received against the order.
- Having no tolerance code on the supplier or product, so nothing is tested.
More help
- How to match a vendor invoice to a purchase order in Dynamics 365 Finance
- How to match an AP invoice to a purchase order in Kinetic
- How to match a supplier invoice to a purchase order in IFS Cloud
- How to handle a partial delivery against a purchase order in Sage X3
- How to set a price tolerance on purchase order matching in Sage X3
- How to raise a purchase order and get it approved in Sage X3
- All Sage X3 how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- online-help.sagex3.com/erp/12/en-us/Content/FCT/GESPIH.htm
- online-help.sagex3.com/erp/12/en-us/Content/FCT/GESMAT.htm
Also confirmed by
Common questions
What Match status can an invoice have?
Unblocked, Blocked, Warning, Successful or Not applicable. Open the matching lines to see blocking or warning matches.
Who can override a blocked invoice?
Users with the right security can override blocking on invoices. Blocking on receipts cannot be overridden.
Where do tolerance codes come from?
Setup > Purchasing > Matching tolerance. A code can attach to the supplier, the product or both.
What does Pulsify flag?
A unit price that differs from the PO, a quantity above the PO line and lines that are not on the PO.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage X3.