Customize supplier summarization for fulfillers skill

  • Release version: Yokohama
  • Updated July 31, 2025
  • 4 minutes to read

    • If you have the admin role, you can customize the supplier summarization for fulfillers skill so that fulfillers can use the generative AI skills in Source-to-Pay Workspace to view relevant supplier information.

    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: admin

    About this task

    From the Now Assist Admin console, you can select the input table, related records, and fields for each input template of the Summarization for fulfillers skill, and then configure the prompt headers to include in the general summary.

    Procedure

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    2. In the Finance and Supply Chain workflow group, select Common Finance and Supply Chain features to view the skills for the Now Assist for Common Finance and Supply Chain features.
    3. Create a copy of a skill and customize the input fields.
      1. On the Supplier summarization for fulfillers feature card, select the More actions icon (More actions icon.).
      2. Select Make a copy.
        A guided setup leads you through the configuration of the general details, input, prompt, availability, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.
    4. In the General details step, fill in the fields.
      For information about the inputs and triggers for each skill, see Skill inputs for Supplier summarization for fulfillers skill.
      1. Enter a name and description for the skill.
      2. Select Save and continue to go to the next step.
    5. View the input data for each skill, such as the base input fields and related lists for the different input templates.

      Configure the base input table fields and related lists for the different input templates for the skill.

      Each skill relies on a base input table and input fields with descriptions to provide context for the Now LLM Service to generate a response.

      Select only those related tables that are offered as the base system, as part of the input data.

      1. For each input template state, select +New base input field and configure the base input table fields.

        Add multiple base input fields, as necessary.

        Figure 1. Choose input step
        Choose input screen
        The following table lists the base input table fields and descriptions, including a relevant example.
        Table 1. Base input fields
        Field Description
        Base input field

        Field in the Supplier table whose value this skill uses in its response.

        For example, Legal name.
        Field description

        Description of the base input field value.

        For example, Legal name of the supplier.
      2. For each input template state, configure the rule conditions by using the condition builder to filter the data.

        The rule conditions determine when the input template is used. By default, the record state determines the input template that the Now LLM Service uses.

        You can build the condition out further by selecting +New condition set and configuring additional parameters.

      3. For each input template state, select +New data source to configure the additional related table and activity stream data, as needed.

        You can add input data sources like related tables, activity streams and relationships to provide more context to the Now LLM Service. You can also add rule conditions to these additional data sources.

        You can also add the rule conditions to these additional data sources.

        The selection of the related table fields may have a direct impact on the quality of the corresponding prompt header. For example, if a prompt header requires a specific field from the related table, but that field isn’t selected as input, the summary for that prompt header will contain missing information. For example, as a base case, you see one related table, such as Service level agreement (SLA), that includes all the required fields and filtering conditions for the prompt header. The SLA prompt header is preselected to help you understand how the related table, its fields, and the prompt header work together to produce a summary. You can use the SLA as a reference to configure the other related tables to determine which fields to select and which description adds the requirements of their respective prompt headers. Apply any additional conditions to filter the data further.
      4. Select Save and continue to go to the next step.
    6. Customize prompt output.

      Select Active and Save and continue.

      The following prompt sections will be displayed while using the skill:
      • Key Supplier Details
      • Procurement Specialist specific details
      • AP specialist specific details
      • Supplier Manager specific details
    7. Define how the skill is available to your users.
      1. Configure the skill to be always available to users, or select conditions that must be met before the skill is available.
        Selecting Customize skill availability displays a condition builder to filter the data further.
      2. Select Save and continue to go to the next step.
    8. Define who can access this skill.
      1. Edit the Access control lists (ACLs) to determine who has access to this skill (optional).
      2. Select Save and continue to go to the next step.
    9. Review and activate the skill.
      Review your choices and select Activate to complete the skill customization.
      The fulfillers having the sn_fsc_genai.now_assist_fulfiller role can now select Summarize for a supplier record in the Source-to-Pay Workspace to generate the summary of the supplier.