Summarize a purchase order by using Now Assist for Common Finance and Supply Chain features in Source-to-Pay Workspace
As a fulfiller, summarize purchase orders and keep fulfillers informed of their status, progress, and required actions by using the Purchase order summarization for fulfillers skill in the Now Assist for Common Finance and Supply Chain features application.
Before you begin
Role required: sn_fsc_genai.now_assist_fulfiller
About this task
You can use these record summarization skill in either Core UI or Source-to-Pay Workspace.
- In Core UI, the summary appears in a banner in the record record.
- In Source-to-Pay Workspace, the summary is generated in the Details tab.
Procedure
Navigate to Source-to-Pay Workspace.
Select the list icon (
List icon.\).
Navigate to Lists > Orders > All purchase orders.
Select the link to the purchase order record under the Number column.
On the Details tab, in the Record summary section, select Summarize.
Summarize option that appears at the top of the purchase order record in Source-to-Pay Workspace.
When you opt to summarize a purchase order, you see the following message:
Now Assist is summarizing your purchase order.
Note: Generating and displaying the summary may take several seconds.
Review the summary details.
A concise summary of a purchase order, including the overview, actions completed, and next steps.
Summarized procurement order.
- **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 fulfillers need to take next.
- 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.
| Option | Procedure |
|---|---|
| Save the summary information by adding it to the record work notes |
|
| Expand or collapse the summary | Select the expand card icon \( Image omitted: icon-expand.png Expand card icon.\) or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text: Collapse card icon.\) to see more details or fewer summary details. |
| Provide feedback for the summary | If you think that the summary was helpful, select the helpful icon \( Image omitted: icon-helpful.png Helpful icon.\). If you think that the summary wasn’t helpful, select the not helpful icon \(\[Omitted image "icon-not-helpful.png"\] Alt text: Not helpful icon.\).This feedback improves the generative AI model and can help to improve the future versions of this skill. |
| Copy the record summary | Select the copy to clipboard icon \( Image omitted: icon-copy.png Copy to clipboard icon.\) to use the record summary information for another purpose, such as pasting into an email. |
| View the information about the record summary | If you want to check some details about the summary, select the more info icon \( Image omitted: icon-more-info.png More info icon.\). |
| Refresh the record summary | If you want to refresh the summary, select the refresh icon \( Image omitted: icon-refresh.png Refresh icon.\). |
Parent Topic:Using Now Assist for Common Finance and Supply Chain features
Related topics
Use Now Assist for Sourcing and Procurement Operations (SPO)