# How to route vendor invoice records by amount, vendor or project in Dynamics 365 Finance

In Dynamics 365 Finance, set vendor invoice workflow rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real vendor invoice.

Routing bills means sending each bill to a different approver depending on its amount, supplier or job.

## Before you start

- Workflow admin

## The Dynamics 365 Finance way

Where to find it: Accounts payable workflows, conditional decision

1. Add a conditional decision to the workflow.
2. Set the condition on a field such as invoice amount.
3. Send each branch to a different approver or group.

## Limits in Dynamics 365 Finance

- Conditions can use the invoice amount field.

## The Pulsify way

1. Open Approvals in Pulsify and add a step.
2. Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
3. Choose who approves each row: a person, a role or a team.
4. Add a second step for large amounts, or a review step for coding checks.
5. Set an auto-approve rule for trusted, small bills.
6. Use Try an invoice to see where a real bill would go.

Pulsify connects to Dynamics 365 Finance. We set up the connection for you.

What Pulsify does not do here:

- Pulsify does not reassign approvals and does not send reminders.

## Common mistakes

- Assuming any field can be used in a condition, when the Microsoft help does not list which fields are available.
- Building the condition on the header when the amount you care about sits on the lines.

## Common questions

### How do I route an invoice by amount?

Add a conditional decision to the workflow. Set the condition on a field such as invoice amount, then send each branch to a different approver or group.

### Can I route on lines as well as the whole invoice?

Yes. Workflow can apply to the header, the line or both.

### Which fields can I use in a condition?

The invoice amount field is available. Check the condition editor in your own workflow for the rest.

## Sources

- https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-conditional-decision-workflow
- https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-line-item-workflow
- https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-vendor-invoice-workflows

Source: https://www.pulsify.tech/how-to/route-bills-by-amount-supplier-or-job-in-dynamics-365-finance/ (last checked 2026-10-19)