Implementation Workflow

Follow these high-level steps to get started with your AI Apps service, and click the links to get more detailed instructions where you need them.

Step 1: Create users and assign roles

Create the users and roles in Oracle Financials Cloud to enable communication and data exchange for AI Apps. Create the user to access the administrator tasks in Oracle AI Apps for ERP. See Create Users and Assign Roles.

Step 2: Set up AI Apps

On the Connections page in AI Apps for ERP, make the connections for your integrations with your Oracle Cloud Financials service. If you use the early payment discounts feature, choose your preferred conversion currency settings and the APR range for discount offers. See Set Up AI Apps to start the setup process.

Step 3: Opt in for AI Apps for Financials features

In the Setup and Maintenance work area of Oracle Financials Cloud, enable the applicable features. See Opt In for AI Apps Features.

Step 4: Configure the campaign email template

You can configure the email template for early payment discount offers according to your requirements, including the email layout, email title, sender name and address. If you don’t use campaigns to offer discounts to suppliers, you can skip this step. See Email Campaigns.