Supplier price checks for Sage X3

A supplier price check compares the unit price on each bill line with the price you agreed, so overcharges are caught before you pay.

What Sage X3 does on its own

Agreed prices are held on purchase price lists or on the order line. At invoice entry the price tolerance on the matching tolerance code flags lines outside the limit as Warning or Blocking. The comparison is with the order or receipt, not a separate agreed price file.

• The comparison is with the order or receipt, not a separate agreed price file.

What you need in Sage X3

• Sage X3 Purchasing
• Setup rights for matching tolerance

Setting it up in Sage X3

Where to find it: Purchasing > Price lists; Setup > Purchasing > Matching tolerance

1. Keep agreed prices on purchase price lists or on the order line.
2. Go to Setup > Purchasing > Matching tolerance and create a code.
3. On the Invoices tab set the quantity and price or amount tolerances with an action of Warning or Blocking.
4. Assign the code to the supplier, the product or the supplier and product pair.
5. At invoice entry read the Match status on each line.

Good to know in Sage X3

• Defaults apply in this order: supplier and product pair, then product, then supplier.
• Tolerances can be a percentage or an amount.

How to do it in Sage X3

How to check purchase invoice lines against agreed supplier prices in Sage X3

Keep the agreed price list for each supplier outside Sage X3. Compare each purchase invoice unit price to the list and query any difference. Update the list when prices change.

How to set a price tolerance on purchase order matching in Sage X3

In Sage X3, decide how far a purchase invoice line may differ from the purchase order before a person must look at it. Set that limit where Sage X3 allows one and name who can pass a difference.

What Pulsify adds

1. Upload the prices you agreed with a supplier as a CSV. One price list per supplier, up to 100,000 items.
2. Pulsify checks the unit price on every line of that supplier's bills against the list, by item code then exact description.
3. Lines priced differently or not on the list are flagged.
4. If a bill is matched to a purchase order, line prices are checked against the PO too.
5. The approver sees the flag and decides.

Pulsify connects to Sage X3. We set up the connection for you. More about supplier price checks in Pulsify.

What Pulsify does not do

• There is no tolerance. Any difference is flagged.
• Pulsify does not track rebates or price history.

More help

• Supplier price checks for Dynamics 365 Finance
• Supplier price checks for Kinetic
• Supplier price checks for IFS Cloud
• Purchase orders for Sage X3
• Supplier statement reconciliation for Sage X3
• Invoice approvals for Sage X3
• All Sage X3 how-to guides

Sources

Last checked 2026-10-19.

• rklesolutions.com/blog/how-to-match-tolerances-in-sage-x3
• online-help.sagex3.com/erp/12/en-us/Content/FCT/GESMAT.htm
• online-help.sagex3.com/erp/12/en-us/Content/FCT/GESPIH.htm

Also confirmed by

• RKL eSolutions Sage X3 partner blog, 2023