--- id: object/codeunit/3307 type: object title: Codeunit 3307 "Payables Agent Setup" summary: Codeunit 3307 "Payables Agent Setup" in PayablesAgent (Microsoft.Agent.PayablesAgent). 32 public procedures, 1 event subscribers. Introduced in BC29, still in BC30. tier: official language: en tags: - codeunit - payablesagent versions: introduced: "29" last_changed: null deprecated: null review: state: derived by: null at: null flags: [] generated: at: "2026-10-11T00:31:51.816Z" pipeline: 0.2.0 prompts: {} input_hash: e3c9f4c42a9db3b78465046259f3f77a04c288021a7a189353b06d2ee17ea4c1 evidence: - kind: code url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Apps/W1/PayablesAgent/app/Setup/PayablesAgentSetup.Codeunit.al title: src/Apps/W1/PayablesAgent/app/Setup/PayablesAgentSetup.Codeunit.al (releases/29.x) date: null commit: ea08af5ef2d6a9b5c5af4a029288abbe2c883220 t: null quote: null links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] changes: - change/bcapps/12256 - change/bcapps/11484 - change/bcapps/10515 - change/bcapps/10253 - change/bcapps/7546 - change/bcapps/9805 object_type: codeunit object_id: 3307 name: Payables Agent Setup namespace: Microsoft.Agent.PayablesAgent app: PayablesAgent extends: null first_version: "29" last_version: "30" present_in: - "29" - "30" changed_in: [] source_major: "29" obsolete: null countries: [] ms_search_form_ids: [] counts: fields: 0 procedures: 41 events: 0 subscribers: 1 relations: out: 0 referenced_by: 0 pages: 0 extended_by: 0 event_subscribers: 0 calls: 15 called_by: 9 implements: 0 --- # Codeunit 3307 "Payables Agent Setup" > Codeunit 3307 "Payables Agent Setup" in PayablesAgent (Microsoft.Agent.PayablesAgent). 32 public procedures, 1 event subscribers. Introduced in BC29, still in BC30. PayablesAgent · Microsoft.Agent.PayablesAgent · BC29-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Apps/W1/PayablesAgent/app/Setup/PayablesAgentSetup.Codeunit.al) · facts from BC29 ## Properties | Property | Value | |---|---| | Access | Internal | | Permissions | tabledata "Outlook Setup" = rim, tabledata "Payables Agent Setup" = rmid, tabledata "PA Known Sender" = r | ## Event subscriptions - HandleOnAfterCreatedNewCompanyByCopyCompany subscribes to Report "Copy Company" OnAfterCreatedNewCompanyByCopyCompany ## Procedures - `LoadSetupConfiguration(var PASetupConfiguration: Codeunit "PA Setup Configuration")`: Retrieves all the records containing setup information for the payables agent. - `ApplyPayablesAgentSetup(var PASetupConfiguration: Codeunit "PA Setup Configuration")`: Persist the payables agent setup configured across the different records and applies the necessary actions like activating and monitoring mailboxes. This is executed both when activating and deactivating the agent. - `GetOrCreateAgentEDocumentService(): Record "E-Document Service"` - `WasEDocumentCreatedByAgent(EDocument: Record "E-Document"): Boolean` - `GetAgent(var Agent: Record Agent): Boolean`: Retrieves the agent record if configured in the database, and ensures that the Payables Agent setup record is updated with the correct user security id. - `GetAgent(var Agent: Record Agent; UpdateSetup: Boolean): Boolean`: Retrieves the agent record if configured in the database, and optionally ensures that the Payables Agent setup record is updated with the correct user security id. - `SetAgentInstructions(AgentUserSecurityId: Guid)` (internal) - `IsAgentDrivenLineMatchingEnabled(): Boolean` (internal): Feature-specific resolver for the agent-driven line-matching experiment, used to select the prompt variant. - `EnsureAgentInstructionsMatchConfiguration(AgentUserSecurityId: Guid)` (internal): Reconciles the agent's persisted instructions with the current experiment configuration. The agent instructions are set once (at creation/upgrade), but tenant-level ECS experiments can change independently; this reapplies the instructions when the configuration that produced them has drifted. Cheap ... - `TryEnsureAgentInstructionsMatchConfiguration(AgentUserSecurityId: Guid)` (internal): Non-throwing wrapper around EnsureAgentInstructionsMatchConfiguration for callers on a critical path (e.g. the e-document import event subscriber) where an instruction-refresh failure must not abort the host operation. Returns false on failure so the caller can log and continue with existing instruc... - `GetInstructionsConfigHash(): Text` (internal): Fingerprint of every tenant-level experiment configuration that influences the agent's instructions. Generic on purpose: a future prompt-affecting experiment only needs its key added to GetInstructionsExperimentKeys (and its value consumed in prompt selection) — no new setup field required. - `CanShowAgentActions(): Boolean` (internal) - `InsertAccessControlForEligibleUsers(AgentUserSecurityId: Guid)` (internal) - `AllowCreateNewAgent(): Boolean` (internal): Returns true if a new Payables Agent can be created. Blocked if an agent already exists. Otherwise allowed for SUPER users or any user who has created a posted purchase invoice. - `AgentUserName(): Code[50]` (internal) - `AgentDisplayName(): Text[80]` (internal) - `AgentSummary(): Text` (internal) - `EnsureAgentActivated(var AlreadyActivated: Boolean)` (internal): Ensures the agent is activated. If the agent does not exist, it is activated silently with trial mode initialized if eligible. Email monitoring is not enabled. - `GetDefaultProfile(var TempAllProfile: Record "All Profile" temporary)` (internal) - `GetDefaultAccessControls(var TempAccessControlBuffer: Record "Access Control Buffer" temporary)` (internal) - `FeatureName(): Text` (internal) - `HasUserCreatedPostedPurchInvoice(): Boolean` (internal): Computes is the session user has created a purchase invoice in the past 30 days. This is used as a heuristic to determine if the user should be allowed to setup the agent. - `GetUsersThatHaveCreatedPostedPurchInvoice(): List of [Guid]` (internal): Returns the list of user security IDs that have created posted purchase invoices in the past 30 days. This is used as a heuristic to determine which users should be given access to the agent. - `ImportInvoiceFile(FileName: Text; InStream: InStream)`: Creates an E-Document from an uploaded invoice file and triggers agent processing. - `ShouldRequestReview(EDocument: Record "E-Document"): Boolean`: Decides whether an incoming e-document's agent task must be reviewed by a human, based on the configured review policy, the monitored folder, sender authentication (compauth / internal), and the known-senders list. - `IsSenderRejected(EDocument: Record "E-Document"): Boolean`: Returns true when the sender of the e-document is configured with the Reject policy, meaning no agent task should be created for it. - `IsSenderAuthenticated(EDocument: Record "E-Document"): Boolean`: Returns true when the sender of the e-document's source email can be trusted as authenticated: either composite authentication passed (compauth=pass), or the message originated inside the organization (see IsSenderInternal). Missing email or headers yields false. - `IsSenderInternal(EDocument: Record "E-Document"): Boolean`: Returns true when the e-document's source email was stamped by Exchange as originating inside the organization (X-MS-Exchange-Organization-AuthAs = Internal). This covers intra-tenant mail (e.g. same onmicrosoft.com domain), which is not stamped with compauth. Exchange re-stamps this header on inbou... - `CompAuthPassed(AuthenticationResults: Text): Boolean`: Returns true when an Authentication-Results header value indicates compauth=pass. - `ClassifyKnownSendersUnusedByChange(NewPolicy: Enum "PA Email Review Policy"; NewMonitoredFolder: Text; var KnownSendersCount: Integer): Enum "PA Setup Change Impact"`: Classifies whether a pending setup change would leave the known-senders list unused. Returns None when nothing curated would be ignored (including when the list is empty). - `ClassifyKnownSendersUnusedReason(SavedPolicy: Enum "PA Email Review Policy"; SavedMonitoredFolder: Text): Enum "PA Setup Change Impact"`: Classifies why the known-senders list is currently unused in a saved setup, regardless of whether the list has entries. Used by the Known Senders page to surface a notification. - `PolicyLabel(Policy: Enum "PA Email Review Policy"): Text`: Returns the user-facing label for an "Email Review Policy" value, for interpolation into messages. Plus 8 local procedures. ## Calls From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete. - [Codeunit 3304 "PA Setup Configuration"](../codeunit/3304.md) (20 calls: `ApplyAgentSetup → GetAgentSetupBuffer`, `ApplyEDocumentServiceSetup → GetAgentSetupBuffer`, `ApplyEDocumentServiceSetup → GetPayablesAgentSetup`, …) - [Codeunit 152 "User Permissions"](../codeunit/152.md) (3 calls: `ApplyAgentSetup → AssignPermissionSets`, `ApplyAgentSetup → HasUserPermissionSetAssigned`, `ApplyAgentSetup → IsSuper`) - [Codeunit 3310 "PA Validate Setup"](../codeunit/3310.md) (2 calls: `ApplyPayablesAgentSetup → (object)`, `ApplyPayablesAgentSetup → SetOutlookSetup`) - [Codeunit 3318 "PA Trial"](../codeunit/3318.md) (2 calls: `InitializeTrialIfEligible → IsEligibleToStart`, `InitializeTrialIfEligible → StartTrial`) - [Codeunit 4321 "Agent"](../codeunit/4321.md) (2 calls: `ApplyAgentInstructions → SetInstructions`, `GetDefaultProfile → PopulateDefaultProfile`) - [Codeunit 4324 "Agent Setup"](../codeunit/4324.md) (2 calls: `ApplyAgentSetup → SaveChanges`, `LoadSetupConfiguration → GetSetupRecord`) - [Codeunit 7773 "Copilot Capability"](../codeunit/7773.md) (2 calls: `AllowCreateNewAgent → IsCapabilityActive`, `CanShowAgentActions → IsCapabilityActive`) - [Codeunit 8347 "Feature Configuration"](../codeunit/8347.md) (2 calls: `GetInstructionsConfigHash → GetConfiguration`, `IsAgentDrivenLineMatchingEnabled → GetConfiguration`) - [Codeunit 8904 "Email Message"](../codeunit/8904.md) (2 calls: `TryGetSourceEmailHeader → Get`, `TryGetSourceEmailHeader → GetHeader`) - [Codeunit 9024 "Azure AD Graph User"](../codeunit/9024.md) (2 calls: `ApplyPayablesAgentSetup → IsUserDelegatedAdmin`, `ApplyPayablesAgentSetup → IsUserDelegatedHelpdesk`) - [Codeunit 1266 "Cryptography Management"](../codeunit/1266.md) (1 call: `GetInstructionsConfigHash → GenerateHash`) - [Codeunit 2200 "Azure Key Vault"](../codeunit/2200.md) (1 call: `ApplyAgentInstructions → GetAzureKeyVaultSecret`) - [Codeunit 3309 "PA Demo Guide"](../codeunit/3309.md) (1 call: `ApplyPayablesAgentSetup → SendDemoEmail`) - [Codeunit 4317 "Agent System Permissions"](../codeunit/4317.md) (1 call: `AllowCreateNewAgent → CurrentUserHasCanManageAllAgentsPermission`) - [Codeunit 457 "Environment Information"](../codeunit/457.md) (1 call: `ApplyPayablesAgentSetup → IsSaaS`) ## Called by - [Codeunit 3303 "Payables Agent"](../codeunit/3303.md) (7 calls: `BuildAgentTask → ShouldRequestReview`, `CreateAgentTask → FeatureName`, `CreateAgentTask → GetAgent`, …) - [Page 3304 "Payables Agent Setup"](../page/3304.md) (5 calls: `ApplySetup → ApplyPayablesAgentSetup`, `ConfirmPendingChanges → ClassifyKnownSendersUnusedByChange`, `ConfirmPendingChanges → PolicyLabel`, …) - [Page extension 3309 "PA Purchase Invoice List"](../pageextension/3309.md) (5 calls: `OnOpenPage → CanShowAgentActions`, `ShowTaskPaneForLatestAgentTask → GetAgent`, `UploadInvoiceWithAgent → CanShowAgentActions`, …) - [Codeunit 3316 "PA Events"](../codeunit/3316.md) (3 calls: `RecordKnownSenderOnAgentProcessingStep → WasEDocumentCreatedByAgent`, `TrackFinalizedEDocuments → WasEDocumentCreatedByAgent`, `UpdateAgentTaskTitleOnPurchaseDocumentDraftCreated → WasEDocumentCreatedByAgent`) - [Codeunit 3305 "Payables Agent Upgrade"](../codeunit/3305.md) (2 calls: `AlwaysUpdateAgentInformationOnUpgrade → GetAgent`, `AlwaysUpdateAgentInformationOnUpgrade → SetAgentInstructions`) - [Page 3313 "PA Known Senders"](../page/3313.md) (2 calls: `OnOpenPage → ClassifyKnownSendersUnusedReason`, `OnOpenPage → PolicyLabel`) - [Page extension 3305 "AgentTaskList"](../pageextension/3305.md) (2 calls: `CreatePATask → LoadSetupConfiguration`, `OnOpenPage → CanShowAgentActions`) - [Codeunit 3317 "Payables Agent OCV"](../codeunit/3317.md) (1 call: `HasProcessedEnoughDocumentsForFeedback → GetAgent`) - [Page 3307 "PA Demo Guide"](../page/3307.md) (1 call: `OnOpenPage → LoadSetupConfiguration`) ## Recent changes - 2026-10-05 [#12256 [Payables Agent] Exclude agent accounts from eligible users](../../changes/bcapps/12256.md) (main, BC30, fix) - 2026-09-29 [#11484 [E-Documents Core] - Supported type direction configuration](../../changes/bcapps/11484.md) (main, BC30, feature) - 2026-08-27 [#10515 [Payables Agent] Fix stale Payables Agent setup save](../../changes/bcapps/10515.md) (main, BC30, fix) - 2026-08-19 [#10253 Avoid starting a write transaction under `ShowCanCreateAgent`](../../changes/bcapps/10253.md) (main, BC30, fix) - 2026-08-18 [#7546 [Payables Agent] Agent-driven line matching](../../changes/bcapps/7546.md) (main, BC30, feature) - 2026-07-30 [#9805 Update Email Folder tooltip to reference renamed 'Manage per sender' review option](../../changes/bcapps/9805.md) (main, BC30, fix) ## Across versions - Present in: BC29-30 - Changed (declaration) in: none Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10). ## Ask your agent Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "codeunit", object_name: "Payables Agent Setup")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.