Summarize a record by using Now Assist for Accounts Payable Operations (APO)

Summarize invoice and inquiry cases using the record summarization skill in Now Assist for Accounts Payable Operations (APO) to quickly understand status, progress, and pending actions.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_cm.agent

About this task

You can use these record summarization skills in either Core UI or Source-to-Pay Workspace.

• In Core UI, the summary appears in a banner in the record.
• In Source-to-Pay Workspace, the summary is generated on the Details tab.

Procedure

1. Navigate to Source-to-Pay Workspace.

2. Select the list icon (

1. Generate a summary for either an invoice case record or an inquiry case record.

1. On the Cases tab, in the Record summary section, select Summarize.

When you opt to summarize an invoice case, you see the following message: "Now Assist is summarizing your invoice case."

**Note:** Generating and displaying the summary may take several seconds.

1. Review the summary details.

A concise summary of the record, including the overview, actions completed, and next steps are displayed. The information that is displayed is based on the type of the record.

-   **Overview**: Provides information about the record.
-   **Actions Completed**: Lists all the actions that have been taken so far.
-   **Next steps**: Lists the actions that the AP fulfillers must take next.

1. When you finish summarizing a record, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.