Document IO
Discussion List
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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 … -
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 924 views 9 comments 5 points Most recent by Srinivasa A-Oracle Payables Agent
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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 28 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 2K views 36 comments 8 points Most recent by Srinivasa A-Oracle Payables Agent
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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… -
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… -
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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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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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…
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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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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 – 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… -
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 100 views 1 comment 0 points Most recent by Vivek Mandowara-Oracle Payables Agent
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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…
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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…
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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 149 views 1 comment 0 points Most recent by Teresa McGoldrick-Oracle Payables Agent