Document IO
Discussion List
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Can we load a single CSV/XML file having multiple invoice records?Summary: We are having requirement where client is receiving a single XML file where each line record represents a single invoice making that file containing multiple in… -
Account Combination assignment from Payables Agent - Best PracticeSummary: We are currently testing the Payable Agent with non-PO invoices only. What we have done so far is create a distribution set which contains one account combinati… -
CSV File Submitted Through Document IO Remains in Invalid File StatusWe are testing CSV invoice processing through Document IO. We submitted a CSV file to the Document IO email address containing invoice data based on the standard Payable…
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Alias Email Business Unit Mapping in Invoice Image Documents StreamThe 26C release notes state that the Alias Email Business Unit Mapping feature allows a Business Unit to be associated with an alias email address for automatic Business…
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Has anyone tested the Payables Agent Policy Details configuration?Summary: Can someone help me understand the Anomaly Verification sheet in Policy details excel file. I am unable to understand which fields to update and how the logic w…
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Payables Agent is temporarily unavailable.Summary: I already have all the requirement I am getting the following error when clicking on the Payables Agent navigation link: Payables Agent is temporarily unavailab…
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Doc IO creates the PObased invoice as Incomplete and does not create VAT line,even PO line matched.Summary: In our test, Payables Agent Document IO correctly recognized the PO information and the invoice was associated to the PO line, However, the imported invoice was…Yakub Sharif-Oracle 36 views 1 comment 0 points Most recent by Teresa McGoldrick-Oracle Payables Agent -
UBL XML Invoice Stuck in Pending Exception Review in Document IOWe are testing UBL XML invoice processing through Document IO. The XML invoice was emailed to the Document IO email address and initially showed a Processing status. Aft…
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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…
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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 1.5K views 11 comments 5 points Most recent by JustinLitalien Payables Agent
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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…
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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… -
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… -
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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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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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…Vivek Balchandani 50 views 1 comment 0 points Most recent by Teresa McGoldrick-Oracle Payables Agent
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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… -
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 2.3K views 36 comments 9 points Most recent by Srinivasa A-Oracle Payables Agent
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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… -
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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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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Is there a way we can keep invoice line description from invoice pdf for PO matched invoices?Supplier sends invoice pdf to Payable agent mailbox.Payable agent extracts invoice line description from invoice pdf but it is getting overridden by PO line description …
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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…