Plugin

Sage X3 Purchase Invoice Approval

Purchase Invoice Approval brings a controlled signature workflow to supplier invoices in Sage X3. In common with other Sage X3 Signature processes, the approval circuit is controlled by a company-level parameter and a set of workflow rules — so the right people approve the right invoices before they can be posted, with a clear audit trail throughout.

Sage Platinum Club Winner

20+ Years Experience

UK + North America

First UK Sage X3 Partner

Sage X3 · Purchase Invoice*

PINV-118204

Acme Supplies · £12,480.00

Signature circuit

0/3 signed

Locked until signed

Cannot post until fully signed

Hold

* Not the actual solution — illustrative only

Who is this for?

Finance teams that need controlled, auditable sign-off on supplier invoices before they are posted, rather than informal or manual approval.

What will you gain?

A structured approval circuit with clear ownership and an audit trail — invoices are locked until signed, reducing the risk of incorrect or unauthorised postings.

Where would you find me?

Within the purchase invoice process in Sage X3, driven by the standard Signature workflow and a company-level approval parameter.

Inside the plugin

A controlled signature circuit for every supplier invoice.

In common with other Sage X3 Signature processes, Purchase Invoice Approval is controlled by a company-level parameter and a set of workflow rules — which determine when approval is required and who must sign before an invoice can be posted.

Company-Level Control

A company-level parameter sets whether approval is No, Optional or Mandatory — so you decide exactly when the signature circuit applies to purchase invoices.

Locked While In Circuit

Once an invoice enters the signature circuit it cannot be modified until it is signed or rejected, and cannot be posted until it has been fully signed — protecting the approval process.

Workflow Rules Delivered

A set of workflow rules is delivered with the plugin to drive the approval process, and these can be tailored by experienced users to match how your business approves invoices.

Routed To The Right Signatories

The signature workflow routes each invoice to the appropriate signatories, so approvals follow a defined circuit rather than ad hoc emails or manual chasing.

Applies To Credit Notes

The signature workflow also applies to purchase credits — and these can be excluded where required via the User Rules of Assignment.

Clear Audit Trail

Because approval runs through Sage X3’s standard Signature process, each invoice carries a clear, auditable record of who approved it and when.

By bringing supplier invoices into Sage X3's standard signature workflow — controlled by a company parameter and tailorable workflow rules — Purchase Invoice Approval keeps postings controlled, auditable and in the right hands.

Developed by Mysoft.
To Enhance Your Sage X3.

Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.

Sage X3 Purchase Invoice Approval

Who is this for?

What will you gain?

Where would you find me?

A controlled signature circuit for every supplier invoice.

Company-Level Control

Locked While In Circuit

Workflow Rules Delivered

Routed To The Right Signatories

Applies To Credit Notes

Clear Audit Trail

By bringing supplier invoices into Sage X3's standard signature workflow — controlled by a company parameter and tailorable workflow rules — Purchase Invoice Approval keeps postings controlled, auditable and in the right hands.

Developed by Mysoft. To Enhance Your Sage X3.

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Ready to build the infrastructure your next chapter actually needs?

Developed by Mysoft.
To Enhance Your Sage X3.