Update the product category or spend category in the Now Assist panel
Use the Now Assist panel to update the product category or spend category for purchase requisitions, sourcing requests, or purchase orders directly from the Source-to-Pay Workspace.
Before you begin
Role required: sn_shop_procurement_specialist
Procedure
Navigate to Workspaces > Source-to-Pay Workspace.
Select the list icon (
List icon.\).
Navigate to List > All work and locate the required record.
Select from the following modules:
- Sourcing requests
- Requisitions
- In the Number column, select the record link to open the details page.
To open the Now Assist panel, select the Now Assist icon
Sparkle icon for Now Assist.
- In the Now Assist panel, enter a request to update either the product category or spend category.
Now Assist panel on Source-to-Pay Workspace.
Select Product Category or Spend Category, based on your requirement.
When prompted, enter the reason for the update or enter Skip to continue without providing a reason.
Enter your suggested category.
Suggested options to update product category through Now Assist panel.
Now Assist analyzes your input and provides AI-generated suggestions.
- Review the suggested options and select the one you want to apply.
Result
The product category or spend category for the selected purchase line is successfully updated.
Parent Topic:Use agentic workflows in Now Assist for Sourcing and Procurement Operations
Related topics
Conversational intake for sourcing and procurement agentic workflow