Start a metadata extraction for a contract from Source-to-Pay Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Extract metadata from a signed contract attached in a contract repository record.

    Antes de Iniciar

    Role required: sn_cm_gen_ai.ai_contract_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    By default, the following use cases are available for Sourcing and Procurement Operations, which are mapped to the purchase requisition, purchase line item, and negotiation tables.

    • CM Pro - Contract Analysis
    • CM Pro - Contract Metadata Extraction

    For more information, see .

    Procedimento

    1. Open the Source-to-Pay Workspace.
    2. Navigate to Lists > My work > Open contract requests
    3. Select a contract request that is in Closed complete or Contract signed state.
    4. Select Initiate metadata extraction.
      A message appears stating that the metadata extraction process has been initiated. You receive an email notification when the process is completed.

      The Review extracted metadata button appears on initiating the metadata extraction. You can select the button after the metadata extraction is completed.

    O que Fazer Depois

    Review the metadata extracted from a contract and add it to the contract repository. For more information, see .

    The Extraction results tab in the contract repository record displays the processed metadata and their statuses, indicating whether the metadata have been successfully added to the mapped fields in the contract repository. For more information, see .