Summarize supplier performance in Source-to-Pay Workspace

Generate comprehensive performance summary including overall performance scores, trends, and action items by using the supplier performance summarization skill in the Now Assist for Supplier Lifecycle Operations (SLO) application.

시작하기 전에

중요사항:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: admin, slm manager

이 태스크 정보

You can use the supplier performance summarization skill in the Source-to-Pay Workspace in the KPI Management tab.

프로시저

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon ().
3. Navigate to Lists > Suppliers and select the legal name of the supplier for which you want to generate the performance summary.
   The supplier details page is displayed.
4. Under the KPI management tab, select Summarize to generate the performance summary with Now Assist.
   
5. Review the summary details.

   A concise summary includes the overall supplier performance score, trend, performance details, historical context, and next steps. The information that is displayed is based on the KPIs available for the selected supplier.

   • Supplier performance score: Latest overall supplier performance score calculated from the weighted average scores of all KPIs.
   • Trend: KPI failure patterns over time, performance trends, and recurring areas of concern.
   • Performance details: Lists all the failing KPIs, failing KPIs in action plans, and at-risk KPIs.
   • Historical context: Lists the number of action plans created, targets achieved, and previous focus areas.
   • Steps ahead: Lists the actions that the supplier managers must take next.