1. Detailed Adoption Guidance: Payments Agent
  2. Overview of Payments Agent Configuration

Overview of Payments Agent Configuration

The configuration steps are organized into these areas:

  • Payments Agent Security Setup: Configure security roles, permission groups, profile options, and business unit access required for Payments Agent administrative and runtime access.
  • Buyer Onboarding Assistant Security Setup: Configure the custom job role and Buyer Assistant Management Duty required to access the Buyer Onboarding Assistant.
  • Dynamic Discounting Security and Functional Setup: Configure the security and functional setup required to create and manage supplier financing offers.
  • Virtual Card Setup: Establish connectivity with the card issuer and configure the card issuer, payment instruments and virtual card program.
  • Configure Payment Program RAG Documents: Create and publish financing program information used by Payments Agent to evaluate payment opportunities and calculate expected benefits.