Fulfiller summarization for Sourcing and Procurement Operations

  • Release version: Xanadu
  • Updated October 10, 2024
  • 1 minute to read

    • Summarize requests and their related records to quickly update fulfillers on their progress and open action items.

    These skills provide a fulfiller with a summary of procurement-related records. This enables them to get visibility into the status of the record in the procurement process and consequently enables them to take the necessary actions quickly.

    The fulfillers can get a summary of the following procurement records using the Source-to-Pay Workspace.

    • Sourcing request summarization
    • Purchase requisition summarization
    • Procurement case summarization

    For more information, see Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace.

    Figure 1. A record summary by Now Assist in Source-to-Pay Workspace
    The record summary shows an overview, the actions completed, and next steps.

    Availability

    This skill is available in the workflow and product as shown in the following table.

    Table 1. Now Assist product and workflow
    Workflow Product
    Finance & Supply Chain Now Assist for Sourcing and Procurement Operations (SPO)