Summarize a case by using Now Assist for Supplier Lifecycle Operations (SLO) in Source-to-Pay Workspace

Summarize supplier-related cases to learn more about their status, progress, and action items by using the supplier case summarization skill in the Now Assist for Supplier Lifecycle Operations (SLO) application.

Before you begin

Role required: sn_supplier_gen_ai.now_assist_fulfiller

Note:

This role must be provided to the sn_slm.fulfiller user.

About this task

You can use the supplier case summarization skill 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 in the Details tab.

Procedure

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon ().
3. Navigate to Lists > All work and select either of the following records:
   • Cases
   • Closed cases
4. Under the Number column, select the link to the supplier case.
5. In the Record summary section, select Summarize.
   
6. Review the summary details.

   A concise summary of a case includes the overview, actions completed, and next steps. The information that is displayed is based on the type of the case:

   • Overview: Provides information about the case.
   • Actions Completed: Lists all the actions that have been taken so far.
   • Next steps: Lists the actions that the supplier managers must take next.
7. Optional: When you finish summarizing a case, 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	Select Share to work notes. In the Share to work notes dialog box, edit the summary. Select Save to work notes.
   Expand or collapse the summary	Select the expand card icon () or the 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 (). If you think that the summary wasn’t helpful, select the 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 () 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 ().
   Refresh the record summary	If you want to refresh the summary, select the refresh icon ().