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Payables Agent
Discussion List
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Oracle Payables Agent Security Design QuestionWe are currently evaluating the Oracle Payables Agent / Document IO functionality and would appreciate guidance on Oracle's recommended security design approach. Current… -
payable agent not showing training and insightSummary: hi All, we have our test instance upgraded to 26c, and the payable agent set during 26B is now not showing training and insight, we have added all the duty role… -
Payables Agent QueriesSummary: Hi All, Please help to answer the below Payables agent Queries How are insights displayed under insights tab is it based on the invoices which we process. How d…
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Incorrect Legal Entity assigned to invoice by Payables AgentSummary: We have a single BU that shares multiple Legal Entities, and these Legal Entities share the same addresses. Document IO is not recognising the Legal Entity, des…
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Payables Agent applies hold to PO invoice, even though the only line is correctly identifiedSummary: Content (please ensure you mask any confidential information): Payables Agent applies hold (Invoice is missing invoice lines and needs completion) to PO invoice…
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26C Payables Agent - Does IDR Support cXML Invoice Format?Summary: Hello Team, Oracle Fusion 26C Payables Agent to confirm whether the 26C Payables Agent / Intelligent Document Recognition (IDR) supports processing invoices in …
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Does Creating Custom Policy Documents in Compliance and Controls cost AI CreditsSummary: We have recently got 26C and have created the Payables Agent role to test out the new IO features. One thing that came with 26C is the Compliance and Control se…
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Payables agent in 26DSummary: https://docs.oracle.com/en/cloud/saas/readiness/erp/26d/fins26d/26D-fin-wn-f51249.htm#Access-requirements has anyone explored payables agent in 26D? IF yes, cou…
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How to restrict only NON-PO invoices to pass through AI Payables Agent.Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Description (Required): We require th…
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Does Oracle store unsupported file formats coming to Document IO?Summary: Suppliers sometimes send supporting documents like time-sheet and other excel documents which are not supported by Document IO which appear on the streams dashb…
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How do I clear or remove an invoice document from Streams?Summary: On the streams tab invoices come in with exceptions but we are unsure how do we clear these invoices from the stream? In one example we have an invoice that has… -
When will be payables agent become the only source for IDR invoices mandatorily?We are currently using IDR and not enabling the payables agent for the business. However, we wanted to know the timeline that at what point the payables agent will becom…
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Best practice for Doc I/O invoice validationSummary: I am after advice for invoice validation after documents have been scanned through via Doc I/O (invoice image source) Content (please ensure you mask any confid… -
Ability to fetch PO Number from Invoice Image File Payable AgentSummary: We have scenerio where one of vendor FedEx sent Invoice PDF copy without PO number printed in invoice image but they Include PO copy in file name - 9-115-49802.…
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Payables agent insights are not giving accurate informationSummary: Payables agent insights are not giving accurate information Content (please ensure you mask any confidential information): We are checking the payable agent ins…
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Unable to Process Invoice converting from PDFSummary: Content (please ensure you mask any confidential information): After successful training, we have sent a couple of invoices in PDF format via email, the status …
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Functionality Question on Compliance and Control sectionSummary: Hi Team, We have observed that when we edit the default policy document and upload our custom policy document from the AI Agent Studio overriding the default po…
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XML format template for Payables Agent ingestionSummary: Is there a sample XML document / template available for testing XML invoice imports into Oracle via the Payables Agent. We are looking at processing xml invoice…
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Not able to update the Invoice Lines using API when invoice is under 'Incomplete' statusSummary: We are trying to update the AP Invoice lines using REST API for Update an Invoice Line and this APi doe not do any update for the invoice if the status for that…
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Insights Conditions and Authoring Assistance agent?Summary: Doest anyone know what agent or workflow is the Insights Conditions and Authoring Assistance agent tied to? Content (please ensure you mask any confidential inf…
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Policy Violation Error in Payables AgentSummary: Hi, I am testing Payables Agent . Facing this issue that whenever invoice comes in stream, it goes in policy violation error. Then i have to manually validate t…
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Insights are not displayed in the Payables AgentSummary: Insights are not displayed in the Payables Agent Content (please ensure you mask any confidential information): Hello, Insights are not displayed in the Payable…
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What does "Policy Violation" mean in Payables Agent?Summary: While processing IDR invoices, resulting in Policy Violation error. Under Invoice Options, three options are available: None, Ingestion Exceptions, and Policy V…
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it shows "No data to display" in Invoice TabSummary: it shows "No data to display" in Invoice Tab Content (please ensure you mask any confidential information): When we click the 1 Policy Violations/1 Pending Cont…
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Filter in Streams page for PO and Non-PO InvoicesSummary: Our scenario is that there will be times where users will submit invoices in bulk of different suppliers, regardless of whether it is PO or Non-PO. As far as fi…
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Manage Payables Document Capture UnavailableSummary: According to the documentation I need to create a custom role that had "Manage Payables Document Capture" privilege and "View Payables Document Capture" privile…
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Payables Agent: Receipt Matching for PO InvoicesSummary: We are currently testing Receipt Matching for PO based Invoices(3-way matching) and noticed that although the Payables Agent recognizes the PO Number associated…
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Payables Agent Invoice Learning vs. existing IDEA/IDR LearningHi All, We are currently testing the Oracle Payables Agent and would like to better understand how the invoice correction and learning capability is expected to work. In…
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Payables Agent – List of Invoices Is Not DisplayingSummary: Hi Oracle, Data Security Access for Invoice List Page Is Not Working After following the Oracle documentation, we created the custom role, added the required Bu… -
26 C Payables Payables Agent Asset Category Error on Excel Upload of Policy.Summary: We are looking to default Asset Category on Non PO matched transaction for specific supplier type but Policy excel is giving the error. "Value COMPUTER-HARDWARE…