Configuring Now Assist for Common Finance and Supply Chain features
If you have the admin role, you can configure the Now Assist for Common Finance and Supply Chain features application so that your fulfillers can use the agentic AI skills in Source-to-Pay Workspace Workspace and Core UI.
Before you begin
Role required: admin
About this task
Use the Now Assist Admin console to configure Now Assist for Common Finance and Supply Chain features. This console contains everything that you need to install the plugins and configure the agentic AI skills. For additional information, see Overview tab in Now Assist Admin.
The following table lists the Now Assist for Common Finance and Supply Chain features and skills that you can access from the Now Assist Admin console.
| Now Assist for SPO skills | Description |
|---|---|
| Supplier summarization for fulfillers | Summarize supplier details and keep fulfillers informed about their overview, total spends, and performance. |
| Purchase order summarization for fulfillers | Summarize purchase orders and keep fulfillers informed on their status, progress, and required actions. |
Now Assist skills for Common Finance and Supply Chain features section, showing the Purchase order summarization for fulfillers feature card.
Procedure
Install the Now Assist for FSC Common (sn_fsc_genai) plugin.
- For information about the plugin dependencies and plugin activation order, see Supporting information for Now Assist for Common Finance and Supply Chain features.
- For information about the installation process, see Install Now Assist plugins.
- Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
Expand the Finance & Supply Chain workflow group and select Common Finance and Supply Chain features.
Activate and configure the skills for Now Assist for Common Finance and Supply Chain features.
Skills Action Supplier summarization for fulfillers Summarize supplier details and keep fulfillers informed about their overview, total spends, and performance. Purchase order summarization for fulfillers On the Purchase order summarization for fulfillers skill card, select Activate skill to activate the skill. Select General Details and review the details about the skill and select Save and continue to go to the next step in the Guided Setup.
Follow the steps to configure and activate a skill using the Guided Setup.
Select Choose input and review the base input table and input fields, and then select Save and continue to go to the next step in the Guided Setup.
Select Customize and test prompt to test the prompt on a record.
Select Save and continue to go to the next step in the Guided Setup.
Select Define Availability and choose one of the following options.
| Option | Description |
|---|---|
| Skill is always available | Skill is always available to users. |
| Customize skill availability | The skill is available only when the certain conditions are met \(Default\).Use the condition builder to set your conditions. |
Select Save and continue to go to the next step in the Guided Setup.
Choose Select display to determine where you'd like to display the skill.
| Option | Description |
|---|---|
| In-product desktop | The Purchase order summarization for fulfiller skillis displayed in the Source-to-Pay Workspace for Sourcing and Procurement Operations, Supplier Lifecycle Operations, and Accounts Payable Operations. |
| Now Assist panel | Now Assist skills are available in the Now Assist panel. Turn on multi-language support for user-entered text with Dynamic Translation in Now Assist applications. For more information, see Configure multilingual service for Now Assist applications.Note: If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat. |
Select Save and continue to go to the next step.
Review your choices and select Activate to complete the configuration for the skill.
Select Return to Common Finance & Supply Chain features.
The skill is activated.
Customize a Now Assist for Common Finance and Supply Chain features skill
If you have the admin role, you can customize a Now Assist for Sourcing and Procurement Operations (SPO) skill so that fulfillers and requesters can use the generative AI skills in Source-to-Pay Workspace, Shopping Hub, and in Core UI.- Customize supplier summarization for fulfillers skill
If you have the admin role, you can customize the supplier summarization for fulfillers skill so that fulfillers can use the generative AI skills in Source-to-Pay Workspace to view relevant supplier information.
Parent Topic:Now Assist for Common Finance and Supply Chain features
Related topics
Configure Now Assist for Sourcing and Procurement Operations (SPO)
Configure Now Assist for Supplier Lifecycle Operations (SLO)