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View context-aware vendor summaries with Copilot

Enabled for Public preview General availability
Users, automatically Jul 14, 2024 Jul 14, 2024

Business value

Context-aware vendor summaries with Copilot give you a quick, customized overview of the most important information related to a selected vendor. The summaries also include information from other pages you frequently use, tailored to your job function. Copilot summaries show the most important vendor information right away, so you don't need to sift through piles of irrelevant data. The summaries are tailored for your daily work and help you make better, faster decisions.

Feature details

The All vendors details page now includes a Summary by Copilot FastTab that shows status information and insights for the selected vendor. The information can include the vendor currency, accounting currency, vendor hold status, number of purchase orders, posted vendor invoices, payment status, and more. It can also include the number of overdue vendor invoices, purchasing agreements, and active rebates agreements.

This tool changes how you understand and interact with your data. Depending on your user profile and where you're working in Supply Chain Management, Copilot composes comprehensive product summaries tailored to you. The information that Copilot provides depends on the current page and user context. For example, the information can vary based on which other pages you use most often. It only includes details that you can view based on your security roles and permissions.

This feature understands and prioritizes information based on your intent or role. It ensures that each summary is relevant and focused. The feature highlights critical attributes, dimensions, and field values. It selects these elements for their relevance to your needs and sources them from the most detailed category levels.

Geographic areas

This feature is available in the following Microsoft Azure geographic areas:

  • Norway
  • South Africa
  • Switzerland
  • United Arab Emirates
  • US GCC
  • US GCC High
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France

Additional resources

AI summaries with Copilot (docs)

Evaluate a vendor and put a vendor on hold (learn)