Before You Start
Before configuring Payments Agent, ensure that the following prerequisites are completed.
Complete Payables Configuration
If your organization is setting up Oracle Payables for the first time, complete the foundational Payables configuration before enabling Payments Agent.
Payments Agent relies on existing setup components, including:
- Dynamic Discounting programs
- Virtual Card programs
- Supplier onboarding
- Bank integrations
- Payment Process Request (PPR) templates and payment processing configuration
Confirm Environment Readiness
Ensure that your test or pilot environment is on the expected release and you can access Setup and Maintenance, Security Console, and Scheduled Processes.
Decide Your Rollout Approach
- Phased rollout by business unit (BU) is supported. Payments Agent enablement is performed at the BU level.
- Identify the users who will access Payments Agent.
- Identify the users who will use the Buyer Onboarding Assistant and plan the custom job role required for access.
- Identify the users who will administer Payments Agent and manage AI Agent Studio configurations.
Review Financing Program Requirements
If you plan to use financing-related capabilities, such as Dynamic Discounting, Virtual Card programs, or Supply Chain Financing, ensure that the required financing programs are configured in Oracle Fusion Cloud Financials and required financing program information is available.
Identify the program information that will be used to create financing program intelligence documents for Payments Agent.
Programs described only in published RAG documents can be used for simulation and benefit analysis. Configure the corresponding program in Oracle Fusion Cloud Financials before using it for supplier offers, enrollment, or payment execution.
Plan for Supplier Offer Management
If you plan to use Dynamic Discounting or Virtual Card offers, identify:
- Users responsible for managing financing programs.
- Supplier contacts who will receive financing offers.
- Email templates and sender information used for supplier communications.
- Prepare Validation Scenarios
For Virtual Card offers, also ensure that the required Virtual Card program, payment instruments, payment method, payment terms, and PPR template are configured.
Before beginning implementation, identify test business units, suppliers, and users that will participate in validation activities.
Use these users to verify financing program analysis, supplier offer creation, payment program onboarding, and payment execution functionality after completing the configuration.