How can I generate a list of suppliers who might be candidates to be paid by virtual card?
As part of the embedded virtual card solution, use the predefined spend file report in Oracle Cloud ERP. Access is controlled by a security privilege, so only authorized users can run it.
To grant spend file report access to a specific user, complete these steps.
- In the Security Console, create a custom role with these attributes:
Page Attribute Value Basic Information Role Name Custom Basic Information Role Code Custom Basic Information Role Category Financials – Job Roles Function Security Policies Privilege AP_GENERATE_SUPPLIER_SPEND_ANALYSIS_PRIV Role Hierarchy Role AP_GENERATE_SUPPLIER_SPEND_ANALYSIS_PRIV_OBI - Add required users to the role.Note: The user must have access to the Payments work area.
After the role is created, it might take a few minutes before the user receives full access.
With the relevant privilege in place, you can access the report by going to the Payables and the Payments work area. There, you can select the Run Spend Analysis for Suppliers process from the task menu. You can configure the report to include suppliers based on various attributes. For virtual card analysis, configure the report at the Supplier Site Level.
The process generates a report that you can download and change depending on what data elements you'd like to share with your card issuer. The report only shows data for the business units you've access to.