Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Shopping Hub
As a shopper, summarize sourcing request, purchase requisition, and purchase order records to know about their status, progress, and action items by using the record summarization skills in the Now Assist for Sourcing and Procurement Operations (SPO) application.
Before you begin
Role required: sn_spend_gen_ai.now_assist_requester
About this task
You can use these record summarization skill in either Core UI or Shopping Hub.
- In Core UI, the summary appears in a banner in the record.
- In Shopping Hub, the summary is generated in a widget in the record.
Procedure
Navigate to All > ShoppingHub > ShoppingHub Home.
Select My purchases from your Shopping Hub profile.
Do one of the following:
| To | Do this |
|---|---|
| To generate a summary for a sourcing request records. | Select a sourcing request record to view it. |
| To generate a summary for purchase requisition record. | Select a purchase requisition record to view it. |
| To generate a summary for purchase order record. | Select a purchase order record to view it. |
On the sourcing request or purchase requisition record, a widget is displayed with the Summarize option.
- Select Summarize.
Summarize option that appears at the top of the record in ShoppingHub.
**Note:** Generating and displaying the summary may take several seconds.
Review the summary details.
A concise summary of a record, including its overview and next steps you need to take. The information that is displayed is based on the type of the record.
Summarized purchase order.
- Overview: Provides information about the record.
- Your next steps: Lists the actions that the shoppers need to take next.
- When you finish summarizing a record, you can add it to the activity, expand or collapse it, provide feedback, copy it, or view information about it.
| Option | Procedure |
|---|---|
| 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 \( Image omitted: icon-more-info.png More info icon.\). |
Parent Topic:Use Now Assist for Sourcing and Procurement Operations (SPO)
Related topics
Use the Now Assist for Sourcing and Procurement Operations (SPO) skills in a Virtual Agent chat