HOW-TO

How to route supplier invoice records by amount, supplier or project in IFS Cloud

Short answer

In IFS Cloud, set posting proposal authorization rules by amount, supplier or project. Put specific rules first, then a default for everything else and test with a real supplier invoice.

Last checked

Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?

The IFS Cloud way

Where to find it: Authorization Combination Rules connected to invoice authorizers

  1. Create Authorization Combination Rules with code part combinations and amount limits
  2. Connect each rule to the invoice authorizers
  3. When an authorizer authorizes a posting, their limits for the code parts and amount are checked

Limits in IFS Cloud

  • Routing is by code part combination and amount. The IFS docs do not describe routing by supplier.

Words IFS Cloud uses

  • Code part. One segment of the accounting string, such as account, cost centre or project.
  • Authorizer. A person who can approve posting proposals. Authorization Combination Rules set which code part combinations and amounts they can authorize.

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 IFS Cloud. 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

  • Expecting routing by supplier when the rules are by code part and amount.
  • Creating rules but not connecting them to the invoice authorizers.

More help

Sources

Last checked 2026-10-19. Confidence: confirmed.

Common questions

What does an Authorization Combination Rule hold?

Code part combinations and amount limits, connected to the invoice authorizers.

Can I route by supplier?

The IFS docs do not describe routing by supplier.

What is checked when someone authorizes?

Their limits for the code parts and the amount.

Pulsify setup guides

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