Now Assist for Zero Copy Connector ERP data discovery skill
Summarize
Summary of Now Assist for Zero Copy Connector ERP Data Discovery Skill
The Now Assist for Zero Copy Connector (ZCC) includes an ERP data discovery skill that enables users to query SAP standard database tables using natural language. This skill is automatically available to users with the appropriate role and is designed to enhance efficiency in accessing various data and transactional records, such as purchase orders and sales documents.
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Key Features
- Natural Language Queries: Users can request information using plain language, simplifying data retrieval processes.
- Comprehensive Data Access: The skill allows access to transactional records, key status fields, and supports business needs related to automation and operational visibility.
- Monitoring Capabilities: Users can track exceptions like blocked deliveries or incomplete orders, facilitating better operational oversight.
- Role Requirement: The snerpintegration.erpaiuser role is necessary for utilizing generative and agentic AI features within the ZCC.
Key Outcomes
By leveraging the ERP data discovery skill, users can efficiently retrieve essential data, monitor key processes, and enhance business intelligence. This contributes to improved operational workflows and greater visibility into transactional data. To get started, ensure the plugin is configured and use the Now Assist panel to ask for data.
Use the Now Assist ERP data discovery skill in Now Assist for Zero Copy Connector to query SAP standard database tables for data and records.
Now Assist ERP data discovery overview
The sn_erp_integration.erp_ai_user role is required to work with generative AI and agentic AI in Now Assist for ZCC.
The ERP data discovery skill lets you query SAP standard database tables for data and transactional records based upon natural language queries. This skill simplifies the process of getting information, potentially increasing efficiency.
Along with data, transactional records such as purchase orders, sales orders, sales documents, material information, billing documents, and delivery data are searched.
ERP data discovery is designed to support a wide range of business needs. It is ideal for use cases involving automation, business intelligence, auditing, and operational visibility. Use ERP data discovery for general data retrieval, such as listing all purchase orders or customer records. You can also monitor exceptions, such as blocked deliveries, incomplete orders, delivery holds, or rejected items. ERP data discovery gives you access to key status fields, like delivery blocks, rejection reasons, and overall order progress.
The sn_erp_integration.erp_ai_user role is required to work with generative AI and agentic AI in Now Assist for ZCC.
Prerequisites for using ERP data discovery
Follow the instructions in Configure Now Assist for Zero Copy Connector to install the plugin.
Asking Now Assist for ERP data
Select the Now Assist icon (
) from anywhere in your instance to open the Now Assist panel.
Ask for information in plain language. For example, Get all sales orders from SAP where sales organization is 1710.
Now Assist responds with the table and filter condition it will use and asks for your confirmation. You select Yes.
Now Assist provides the information you requested.
Your conversation is saved until you start a new chat. If the conversation ends unexpectedly, start a new chat by selecting the New chat icon (
).
Additional example prompts
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Retrieve all purchase orders above a specific value or within a given date range.
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List customer records or materials by sales organization or region.
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Identify blocked deliveries, incomplete orders, or rejected items.
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Monitor key process statuses like delivery blocks, rejection reasons, and order completion.
Licensing requirements
The ERP data discovery skill requires a Workflow Data Fabric Pro license.