Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • As a fulfiller, summarize procurement-related 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

    Important:
    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: sn_spend_gen_ai.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

    1. Navigate to Source-to-Pay Workspace.
    2. Select the list icon (List icon.).
    3. Do one of the following:
      Table 1. List actions
      To Do this
      To generate a summary for the following records:
      • Procurement case
      • Sourcing request
      • Purchase requisition
      • Negotiation
      • Sourcing event
      1. Navigate to Lists > All work.
      2. Select any of the following modules and select the link to the record under the Number column.
        • Cases
        • Sourcing requests
        • Requisitions
        • Negotiations
        • Sourcing events
    4. On the Details tab, in the Record summary section, select Summarize.
      Summarize option that appears at the top of the record in Source-to-Pay Workspace.

    When you opt to summarize a purchase requisition, you see the following message:

    Now Assist is summarizing your purchase requisition.

    Note:
    Generating and displaying the summary may take several seconds.
    1. Review the summary details.

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

      • 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.
    2. Optional: 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.
      OptionProcedure
      Save the summary information by adding it to the record work notes
      1. Select Share.
      2. In the Share to work notes dialog box, edit the summary.
      3. Select Save to work notes.Save work notes for procurement record summarization.
      Expand or collapse the summary Select the expand card icon (Expand card icon.) or the collapse card icon (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 (Helpful icon.). If you think that the summary wasn’t helpful, select the not helpful icon (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 (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 (More info icon.).
      Refresh the record summary If you want to refresh the summary, select the refresh icon (Refresh icon.).