Validate Financing Program Candidate and Standing Offer Management

Use these validation scenarios to confirm that you can manage financing program candidates in the Payment Options Assistant and create, review, update, and end-date standing offer enrollments in the Supplier Offers Assistant.

Validate Program Candidate Management

1. Go to the Payment Options tab.
2. In the Ask Oracle bar, enter: Add [Supplier Name] to the [Program Name] financing program. Review the preview and confirm.
3. Enter: Show candidates for [Program Name].
4. Enter: Update the APR to 12% for [Supplier Name] in [Program Name]. Review the preview and confirm.
5. Enter: End date [Supplier Name] in [Program Name] effective [Date]. Review the preview and confirm.

Expected Result

Verify that:

• The supplier is added as a financing program candidate without requiring a campaign.
• The candidate is returned when you review candidates for the program.
• Changes to the candidate are applied only after you review and confirm the preview.
• The candidate is excluded from future offer readiness after the specified end date.

Perform this validation when no financing program campaign is active. Candidate management isn't available in the assistant while a financing program campaign is active.

Validate Standing Offer Enrollment

1. Go to the Supplier Offers tab.
2. In the Ask Oracle bar, enter: Enroll [Supplier Name] in a standing offer at [Rate]% starting [Date].
3. Review the preview, including the supplier sites, Business Units, discount rate, start date, and end date, and then select Yes.
4. Enter: Show standing offer enrollments for [Program Name]. Confirm that the new enrollment is active.
5. Enter: Change the standing-offer APR for [Supplier Name] to [Rate]% starting [Date].
6. Review the preview, which shows the current enrollment ending and the updated enrollment starting, and then select Yes.
7. Enter: End the standing-offer enrollment for [Supplier Name] on [Date]. Review the preview and select Yes.

Expected Result

Verify that:

• Standing offer enrollments are created, updated, and end-dated only after you review and confirm the change.
• The new enrollment appears as active when you review standing offer enrollments.
• When you change the rate, the current enrollment ends on the day before the new effective date and a new enrollment begins on the effective date.
• The enrollment history preserves the previous and updated rates and effective periods.

Validate Offers for Newly Eligible Invoices

Use this validation scenario to confirm that the Supplier Offers Assistant identifies financing program candidates with newly eligible invoices and lets you send offers for those invoices.

1. Go to the Supplier Offers tab.
2. In the Ask Oracle bar, enter: Show draft offers.
3. Review the results. Confirm that the assistant presents the applicable sections for:
   • Shortlisted offers awaiting review.
   • Suppliers with eligible invoices ready for a new offer.
4. Select Send offer to suppliers with new installments.
5. Review the offer preview and confirm the action.

Expected Result

Verify that:

• The assistant presents shortlisted offers and suppliers with newly eligible invoices as separate populations.
• The assistant displays an offer preview before sending offers.
• Only offers for the population you selected are sent.
• Newly eligible installments are included in the offer after confirmation.
• When a financing program campaign is active, only shortlisted offers are presented; suppliers with newly eligible invoices aren't presented.