Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?
Before you start
- Sage X3 Financials and Purchasing
- Function and site rights for the screen
The Sage X3 way
Where to find it: Financials > Invoices > Purchase invoices
- Turn on signature management for the company (parameter APPPOH for orders, APPPOC for open orders).
- Set the signature assignment rule. For open orders the default rule picks the circuit from the first statistical code on the supplier record and the ex-tax order total.
- Signers approve from the workflow message or the signature list.
Limits in Sage X3
- Signature circuits are documented for purchase orders and open orders. Supplier invoices only show a payment approval level.
- Routing by cost centre or job was not found.
Words Sage X3 uses
- Signature. X3 approval level on purchase documents.
The Pulsify way
- Open Approvals in Pulsify and add a step.
- Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
- Choose who approves each row: a person, a role or a team.
- Add a second step for large amounts, or a review step for coding checks.
- Set an auto-approve rule for trusted, small bills.
- Use Try an invoice to see where a real bill would go.
Pulsify connects to Sage X3. 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 the signature rule to route supplier invoices, when it covers orders and open orders.
- Not setting the first statistical code on the supplier, so the default rule has nothing to use.
More help
- How to route vendor invoice records by amount, vendor or project in Dynamics 365 Finance
- How to route AP invoice records by amount, supplier or job in Kinetic
- How to route supplier invoice records by amount, supplier or project in IFS Cloud
- How to job cost purchase invoice records in Sage X3
- How to set up purchase invoice approval in Sage X3
- All Sage X3 how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
Common questions
How does X3 pick who signs an order?
The signature assignment rule decides. For open orders the default rule picks the circuit from the first statistical code on the supplier record and the ex-tax order total.
Does routing work on supplier invoices?
Signature circuits are documented for purchase orders and open orders. Supplier invoices only show a payment approval level.
Can I route by cost centre or job?
Routing by cost centre or job was not found.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage X3.