Document IO
Discussion List
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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… -
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… -
Payables Agent End-to-End Role Configuration – 26B Demo VideoSummary: Learn how to configure the Payables Agent role from start to finish with this 17 mins walkthrough for Oracle Fusion Applications 26B. This video provides a step…Gabriela Patrascu-Oracle 1.6K views 34 comments 6 points Most recent by Teresa McGoldrick-Oracle Payables Agent -
Payables Agent & Document IO: Training for Complex and Unique Invoice ScenariosSummary: Payables Agent & Document IO: Training for Complex and Unique Invoice Scenarios Content (please ensure you mask any confidential information): We have several c… -
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… -
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… -
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… -
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… -
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… -
Payables Agent - IDR email not foundSummary: Trying to test new Payables Agent functionality We currently have IDR setup and in use . When I go to the Configuration tab, the message shows: IDR Email Not Fo… -
Payables Agent Simplified Role Configuration – 26C Demo VideoSummary: Learn how to configure the Payables Agent role in Oracle Fusion Applications 26C using the simplified role creation experience. In 26C, individual privileges ar…Gabriela Patrascu-Oracle 484 views 4 comments 4 points Most recent by Purna Rangineni Payables Agent -
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…Vivek Mandowara-Oracle 71 views 1 comment 0 points Most recent by Vivek Mandowara-Oracle Payables Agent -
Does the Payables Agent support xlsx documents in 26C?Summary: Content (please ensure you mask any confidential information): Does the Payables Agent support xlsx documents? In 26C XLSX has been added as a file type, but wh… -
Is it possible to remove 'Mass Invoice Documents' from the Payables Agent Streams?Summary: When we enabled IDR Functionality and created an admin Role for Payables Agent, we noticed that the Streams page is showing for both Invoice Image Documents and… -
Is there any plan to convert Payables Agent into Agentic App with separate SKU by Oracle?Summary: Currently Oracle provided to convert Ledger Agent into Ledger Agentic App which is also having separate SKU which will be consuming separate license cost. Is th…Vivek Balchandani 121 views 1 comment 0 points Most recent by Teresa McGoldrick-Oracle Payables Agent -
Upcoming Event (May 27): Getting Started with Payables AgentMark your calendars for the upcoming event: Getting Started with Payables Agent When: May 27th, 9am PT Join this session to discover Payables Agent, Oracle’s AI-powered …Jeff Colvard-Oracle 1.3K views 37 comments 3 points Most recent by Teresa McGoldrick-Oracle Payables Agent -
Can Payables Agent recognize Chinese invoices?Summary: Can Payables Agent recognize Chinese invoices? Content (please ensure you mask any confidential information): Version (include the version you are using, if app… -
cannot train PayablesSummary: Cant see option to Train Payables Agent Content (please ensure you mask any confidential information): Hi I am testing the Payables Agent function and if i sent… -
how does the email aliases workSummary: how does the email aliases work Content (please ensure you mask any confidential information): When we setup a line in the email aliases, and send an email with… -
In Payables Agent, which stream do invoices from the Supplier Portal go into?Summary: In Payables Agent, which stream do invoices from the Supplier Portal go into? Content (please ensure you mask any confidential information): Version (include th… -
Is it mandatory to enable IDR before using the payables agent?Summary: As per the oracle documentation, IDR is being replaced by Doc IO. However, as per the FAQ document Q5, it also states that existing IDR options continue to appl…Faisal Naeem Shaikh 171 views 1 comment 0 points Most recent by Teresa McGoldrick-Oracle Payables Agent -
Do we still need to setup include/exclude internal suppliers similar to IDR for payables agent?Summary: In IDR, it helps it to identify correct suppliers by excluding internal suppliers. Do we need to follow the same steps for payables agent? Content (please ensur…