Editing views for the Payment Terms Optimizer app
The Payment Terms Optimizer app comes with a prebuilt set of views. Edit the app’s views in Studio if you need to:
Make any customizations and changes to suit your business process.
Change the look of the supplied views.
Include custom items that you added to the perspective that you’re using with the app.
The app doesn’t do anything with custom items in a perspective - they won’t be surfaced automatically in views. If you want to use them, you’ll need to edit the app’s views to include them. You don’t have to surface all (or any) of your custom items in the app’s views. If you don’t, it doesn’t cause a problem, the app just ignores them.
These views for the Payment Terms Optimizer app are directly accessible to users, and linked views are available for editing through them:
Payment Terms Checker - This view surfaces critical metrics for payment term adherence, and highlights the customers that present the largest working capital opportunities and the lowest payment terms compliance. Accounts Receivable leads and accountants can drill down into different analytical dimensions, such as identifying payment terms with the highest mismatch rates across the whole customer base. They can also analyze specific customers in detail. The Invoice Mismatches view enables systematic tracking of adherence over time for watched customers, and actions including status changes and direct email communication with other departments involved in the order-to-cash process like Sales and Billing.
Payment Terms Harmonizer - This view provides data-driven recommendations for new payment terms for customers with renegotiation potential. For example, if payment terms are not standard across the invoices sent to a customer, the user will see a recommendation to update the master data term to the most favorable one for your company. The Customer Accounts view lets sales leads and process owners track renegotiation cycles by flagging specific customers, and see the status of the renegotiation directly in the app.
Tip
In the new Studio experience, we keep a history of comments and other updates to tasks. If you want to display these in a view, edit the view to add the Activity history component from the Object-specific details group.
You’ll need Analyst permissions for Studio and for the relevant views and components to modify them. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
If you make any edits to view components that involve the calculated attributes from the Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model to match your edits. You can also adjust them directly in the Knowledge Model before or after editing the views, as explained in Validating KPIs.
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Payment Terms Optimizer app in the space where you installed it, and click its tile.
Expand the app’s structure, then expand the folders to find and select the view you want to edit.
In your selected view, click the Edit View icon to enter edit mode.
Select any component of the view to go to the component editor. Here you can add and remove data fields shown in a table or chart, change sorting and display attributes, add action buttons, and make other edits, as relevant for the component type.
When you’ve finished editing a component, click the Save icon to save and exit.
When you’ve finished editing all the components you want to, click the Save icon to save the view, then click the Exit Edit Mode icon to lock it again.
Tip
It’s also possible to edit views in the YAML editor if there’s something you can’t achieve in the visual editor. To view the YAML, click the View settings icon and select Edit View YAML.
When you’ve finished editing all the views you want to, publish a version of the app package. There's a Publish button at the top of all the screens in your Studio space.