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

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

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bundleId :

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workflow :

    - Employee


---

# Action or dismiss an opportunity

# Action or dismiss a savings opportunity {#ariaid-title1}

* Release version: Yokohama
* 
* Updated May 20, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Convert a savings opportunity into a pipeline project, or dismiss it with a reason.

When a savings opportunity is created, it has an Open status by default. After reviewing the opportunity in the Now Assist Panel, the opportunity moves to one of two outcomes:

* Closed: The user accepts the opportunity. A pipeline project is created from the opportunity and linked to it, moving it into the sourcing pipeline for execution.
* Dismissed: The user rejects the opportunity and provides a reason. The card is removed from the Potential savings opportunities page and the dismissal reason is saved on the opportunity record.

{#action-or-dismiss-savings-opportunity__ul_q42_qdj_hjc}  
Note:  
After an opportunity is closed or dismissed, the action is not reversible.
* **[Review a savings opportunity and create a pipeline project](https://servicenow-prod.fluidtopics.net/~1scuQ2tw8K8OAwSyxW81Q)**   
  Open a savings opportunity discovered by the Savings Opportunity Discovery agentic workflow and create a pipeline project that tracks the savings.
* **[Dismiss a savings opportunity](https://servicenow-prod.fluidtopics.net/ODT0DuCSvuSu2OpSBhcS3w)**   
  Reject a savings opportunity that you do not intend to pursue, recording who dismissed it, when, and why so it stays on record for auditing.

**Related concepts**   

* [Map spend categories to product categories using an Excel file](https://servicenow-prod.fluidtopics.net/1j2VTmNSrw~nvwtMLztcUw "You can map spend categories to product categories using an Excel file to better organize and manage your organization’s expenses by grouping similar goods or services into logical categories.")  
**Related tasks**   

* [Map spend categories to product categories manually](https://servicenow-prod.fluidtopics.net/L4f5JaFcpLtZWKzM7DjoPw "You can manually map spend categories to product categories to better organize and manage your organization’s expenses by grouping similar goods or services into logical categories.")