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.
• Dynamic Discounting Security and Function Setup: Configure the security and functional setup required to create and manage supplier financing offers.
• Virtual Card Functional Setup: Establish connectivity with the card issuer and configure the card issuer, payment instruments and virtual card program.
• Configuring Payment Program RAG Documents: Create and publish financing program information used by Payments Agent to evaluate payment opportunities and calculate expected benefits.