---
title: Summarize a procurement case
description: Use the Procurement case summarization for fulfillers skill to summarize procurement cases. Summaries include status, progress, and required actions to keep fulfillers informed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/now-assist-for-fsc-common/now-assist-fsc-summarize-po.html
release: australia
product: Now Assist for FSC Common
classification: now-assist-for-fsc-common
topic_type: task
last_updated: "2026-08-17"
reading_time_minutes: 2
breadcrumb: [Use, ServiceNow Otto for Finance and Procurement, ServiceNow Otto applications for Finance and Supply Chain, Finance and Supply Chain]
---

# Summarize a procurement case

Use the Procurement case summarization for fulfillers skill to summarize procurement cases. Summaries include status, progress, and required actions to keep fulfillers informed.

## Before you begin

Role required: sn\_fsc\_genai.now\_assist\_fulfiller

## About this task

this record summarization skill in either Core UI or Source-to-Pay Workspace.

-   In Core UI, the summary appears in a banner in the record.
-   In Source-to-Pay Workspace, the summary is generated in the **Details** tab.

## Procedure

1.  Navigate to **Source-to-Pay Workspace**.

2.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text:\).

3.  Navigate to **Lists** > **My work** > **Open cases**.

4.  Select the procurement case number in the **Number** column.

5.  On the **Details** tab, in the **Record summary** section, select **Summarize**.

    \[Omitted image "purchase-order-summarize.png"\] Alt text: Summarize option that appears at the top of the procurement case record in Source-to-Pay Workspace.

    The following message appears: ServiceNow Otto is summarizing your procurement case.

    **Note:** Generating and displaying the summary may take several seconds.

6.  Review the summary details.

    \[Omitted image "purchase-order-summarized.png"\] Alt text: Summarized procurement order.

    -   **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. If the record has associated email records, this also factors in relevant email context, such as the sender, date, and key message.
7.  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.

<table id="choicetable_md1_nyf_xyb"><thead><tr><th align="left" id="d72461e225">

Option

</th><th align="left" id="d72461e228">

Procedure

</th></tr></thead><tbody><tr><td id="d72461e234">

**Save the summary information by adding it to the record work notes**

</td><td>

1.  Select **Share**.
2.  In the Share to work notes dialog box, edit the summary.
3.  Select **Save to work notes**.


</td></tr><tr><td id="d72461e261">

**Expand or collapse the summary**

</td><td>

Select the expand card icon \(\[Omitted image "icon-expand.png"\] Alt text:\) or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text:\) to show more or fewer summary details.

</td></tr><tr><td id="d72461e280">

**Provide feedback for the summary**

</td><td>

If the summary was helpful, select the helpful icon \(\[Omitted image "icon-helpful.png"\] Alt text:\). If the summary wasn't helpful, select the not helpful icon \(\[Omitted image "icon-not-helpful.png"\] Alt text:\).This feedback improves the generative AI model and may improve future versions of this skill.

</td></tr><tr><td id="d72461e301">

**Copy the record summary**

</td><td>

Select the copy to clipboard icon \(\[Omitted image "icon-copy.png"\] Alt text:\) to use the summary in another location, such as an email.

</td></tr><tr><td id="d72461e316">

**View the information about the record summary**

</td><td>

If you want to check some details about the summary, select the more info icon \(\[Omitted image "icon-more-info.png"\] Alt text:\).

</td></tr><tr><td id="d72461e330">

**Refresh the record summary**

</td><td>

If you want to refresh the summary, select the refresh icon \(\[Omitted image "icon-refresh.png"\] Alt text:\).

</td></tr></tbody>
</table>
**Parent Topic:**[Using ServiceNow Otto for Finance and Procurement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/now-assist-for-fsc-common/now-assist-fsc-using.md)

**Related topics**  


[Categorize inquiry cases]()

[Use ServiceNow Otto for Sourcing and Procurement Operations \(SPO\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/now-assist-spo-using.md)

[Use ServiceNow Otto for Supplier Lifecycle Operations \(SLO\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/now-assist-slo-using.md)

[Use ServiceNow Otto for Accounts Payable Operations \(APO\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/using-now-assist-apo.md)