SAGE 300 CRE

PO matching for Sage 300 CRE

Short answer

Sage 300 CRE covers part of PO matching on its own. Pulsify matches each bill line to a commitment line and flags extra quantity, a different price or lines not on the commitment.

Last checked

PO matching means checking a supplier bill against the commitment it belongs to before you pay it.

What Sage 300 CRE does on its own

Invoices are applied to a purchase order or subcontract commitment at entry. Invoices applied to a commitment post to the commitment payable account. A warning can fire when the total or units invoiced go above the commitment. Sage 300 CRE has no receipt based three-way match in base Accounts Payable.

What you need in Sage 300 CRE

  • Sage 300 CRE Accounts Payable
  • A purchase order or subcontract commitment

Setting it up in Sage 300 CRE

Where to find it: Accounts Payable > File > Company Settings > AP Settings > Invoice Settings > Warning message settings

  1. Raise the purchase order or subcontract as a commitment.
  2. Open Enter Invoices and pick the commitment on the invoice.
  3. Enter the distribution lines for what the vendor billed.
  4. Read any warning that the total amount or units invoiced exceed the commitment.
  5. Post the invoice.

Good to know in Sage 300 CRE

  • A tolerance applies to the commitment total, not to each line. When an invoice sent from Procore goes over it, the import fails with the error: amount invoiced exceeds approved amount plus tolerance.
  • Partial billing is several invoices against one commitment.
  • Committed cost reports show original, change orders, invoiced, retainage, paid and balance.

How to do it in Sage 300 CRE

How to match a vendor invoice to a purchase order in Sage 300 CRE

In Sage 300 CRE, open the commitment, compare each invoice line to the commitment line on quantity and unit price and query any difference before you approve.

How to handle a partial delivery against a purchase order in Sage 300 CRE

In Sage 300 CRE, keep the commitment open, check each invoice against what has been billed so far and close the commitment only when the last delivery is invoiced.

How to set a price tolerance on purchase order matching in Sage 300 CRE

Sage 300 CRE sources describe a tolerance on the commitment total at invoice entry, not a per-line price tolerance. Set the tolerance under AP Settings > Invoice Settings > Warning message settings.

What Pulsify adds

  1. Your open purchase orders come into Pulsify from Sage 300 CRE.
  2. Pulsify links each invoice to its purchase order.
  3. It matches each invoice line to a PO line and flags lines that bill more than ordered, are priced differently or are not on the PO.
  4. A panel shows how much of the PO has been claimed, what this invoice adds and what is left. This handles part deliveries and progress claims.
  5. Approve. The invoice is created in Sage 300 CRE against the commitment.

Pulsify connects to Sage 300 CRE. We set up the connection for you. More about PO matching in Pulsify.

What Pulsify does not do

  • PO matching is two-way: invoice to PO. Pulsify has no goods receipts.
  • There is no tolerance setting. Pulsify compares to the cent and the approver decides.

More help

Sources

Last checked 2026-10-19.

Common questions

Does Sage 300 CRE do three-way match?

Sage 300 CRE has no receipt based three-way match in base Accounts Payable. Invoices are applied to a purchase order or subcontract commitment and checked against its total.

Where do I set the over-commitment warning?

In AP Settings under Invoice Settings, Warning message settings.

Is the tolerance per invoice line?

No. Sources describe a tolerance on the commitment total, not a per line price check.

Does Pulsify stop a bill with a price difference?

No. Pulsify flags the difference on the bill. The approver decides whether to approve, reject or send it back.

Pulsify setup guides

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