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
Important: This generative AI 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_supplier_gen_ai.now_assist_fulfiller
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
Navigate to Source-to-Pay Workspace.
Select the list icon (
List icon.\).
Navigate to Lists > All work and select either of the following records:
- Cases
- Closed cases
- Under the Number column, select the link to the supplier case.
In the Record summary section, select Summarize.
Summarize option in the Source-to-Pay Workspace.
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.
- 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 |
|
| Expand or collapse the summary | Select the expand card icon \( Image omitted: icon-expand.png Expand card icon.\) or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text: 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 \( Image omitted: icon-helpful.png Helpful icon.\). If you think that the summary wasn’t helpful, select the not helpful icon \(\[Omitted image "icon-not-helpful.png"\] Alt text: 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 \( Image omitted: icon-copy.png Copy to clipboard icon.\) 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 \( Image omitted: icon-more-info.png More info icon.\). |
| Refresh the record summary | If you want to refresh the summary, select the refresh icon \( Image omitted: icon-refresh.png Refresh icon.\). |
Result
The generated summary appears under the record summary and is saved automatically.
Related topics
Use Now Assist for Supplier Lifecycle Operations (SLO)
Use Now Assist for Supplier Lifecycle Operations (SLO) in a Virtual Agent chat