---
sourceDocument: Australia Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/source-to-pay-operations

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Summarize a purchase order by using Now Assist for Common FSC features

# Summarize a purchase order by using Now Assist for Common Finance and Supply Chain features in Source-to-Pay Workspace {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

As a fulfiller, summarize purchase orders and keep fulfillers informed of their status, progress, and required actions by using the Purchase order summarization for fulfillers skill in the Now Assist for Common Finance and
Supply Chain features application.

## Antes de Iniciar

Role required: sn_fsc_genai.now_assist_fulfiller

## Por Que e Quando Desempenhar Esta Tarefa

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.
{#now-assist-fsc-summarize-po__ul_dzf_mf4_fyb}

## Procedimento

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon (![List icon.]()).
3. Navigate to ListsOrdersAll purchase orders.
4. Select the link to the purchase order record under the Number column.
5. On the Details tab, in the Record summary section, select Summarize.  

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

Now Assist is summarizing your purchase order.  
Nota:  
Generating and displaying the summary may take several seconds.

6. Review the summary details.  
   A concise summary of a purchase order, including the overview, actions completed, and next steps.
   * 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.
   {#now-assist-fsc-summarize-po__ul_tst_ky4_wyb}
7. **Opcional:** 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.

   | Option | Procedure |
   | 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. {#now-assist-fsc-summarize-po__ol_trg_4yf_xyb} |
   | 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.]()). |
   |-|-|

   {#now-assist-fsc-summarize-po__choicetable_md1_nyf_xyb}
**Conceitos relacionados**   

* [Use Now Assist for Sourcing and Procurement Operations (SPO)](https://servicenow-prod.fluidtopics.net/6HuoxZ1928uSClng0~ruvQ "For your requesters' purchasing needs, the Now Assist for SPO Virtual Agent searches against the existing products in the product catalog and displays the available products.")
* [Use Now Assist for Supplier Lifecycle Operations (SLO)](https://servicenow-prod.fluidtopics.net/3_kDQctjrgQtfUXtQajaAw "If you have the sn_slm.fulfiller or admin role, you can generate supplier-related case summaries to get a quick overview of the cases, completed actions, or pending tasks by using the Now Assist for Supplier Lifecycle Operations (SLO) application.")
* [Using Now Assist for Accounts Payable Operations (APO)](https://servicenow-prod.fluidtopics.net/_REXw~301K2QVtFpfO3~Ag "If you've the sn_ap_apm.accounts_payable_specialist or sn_ap_cm.agent role, you can summarize the details of an invoice case, completed actions, or pending tasks with the Now Assist for Accounts Payable Operations (APO) application.")  
**Tarefas relacionadas**   

* [Categorize inquiry cases](https://servicenow-prod.fluidtopics.net/nW7i6LS5Nas_NJjbHFO3LA "Categorize incoming inquiry cases into sub-categories based on the description and short description of the invoice inquiry case using the Inquiry Classifier skill in the Now Assist for Common Finance and Supply Chain features application.")

