Installing the case-centric Unshipped Orders app
You can download the Unshipped Orders app from the Celonis Marketplace. Before you install the app, you’ll need to set up the appropriate Data Connection and Process Connector and load the Data Model, as explained in Prerequisites for the Unshipped Orders app. When you’ve done that, follow these steps to install the Unshipped Orders app:
Open the Celonis Marketplace from the Celonis navigation menu, and enter "Unshipped Orders" in the Marketplace search.
Select the Unshipped Orders app to see its information page.
Select Get it now to install the app.
In Celonis, choose a Studio space to install the app in. You can use an existing Studio space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.
Click Assign Data Model when the app prompts you. This takes you to the Variables tab in the Settings view.
Select the Assign Data Model button, then search or browse for the Data Model “SAP ECC - Order to Cash Data Model”, or your Data Model copy for the Unshipped Orders app if you needed to reduce the VBAP or LIPS table, and click to select it. Click Save to set the Data Model variable.
Set the Knowledge Model key for your local app installation, as the value of the Knowledge Model Key variable in the app’s Knowledge Model. Setting the Knowledge Model Key variable for the case-centric Unshipped Orders app explains how.
The Unshipped Orders app needs publishing before configuration for the Status, Comment, and Tasks columns to work. Select the Publish Package button to publish a version of the app.
Tip
To prevent business users from accessing the app while you’re working on setup, set the package permissions to hide it from them. The Permissions settings are available from the package’s context menu (the three vertical dots by the package name). Set “No Permissions” to stop a user or group from seeing the app. You can also hide the view in the Apps Perspective tab in the package settings, but then you won’t see it either, so you won’t be able to check your settings in Apps.
Use the Setup and Validation View and the Settings view to validate that your data is shown correctly and set up the runtime variables for the app. See Configuring settings for the case-centric Unshipped Orders app.
Tip
Because the Unshipped Orders app needs to be published right away, you’ll need to change the settings in these views in Apps as well as in Studio. Changing the settings in Studio after publishing doesn’t affect the values in Apps.
Check that the business logic used by the KPIs in the app’s Knowledge Model is correct for your business. Start with the Setup and Validation view, which guides you through setup for key KPIs. Validating KPIs for the case-centric Unshipped Orders app explains how to check the KPIs that can only be managed in the Knowledge Model. You’ll need Analyst permissions for Studio and the Knowledge Model to modify any of the KPIs and their calculations.
If you want to add custom values for the status of deliveries (besides the supplied values “New”, “In Progress”, “Done” and “Rejected”), configure the augmented attributes to add these. Configuring augmented attributes for the case-centric Unshipped Orders app has instructions to do this.
Configure the tasks and actions for the app. Configuring tasks and actions for the case-centric Unshipped Orders app tells you how, and explains what needs configuring.
If you want to customize the app’s views to change their look, fit your business process, or include custom attributes, edit them in Studio. Editing views for the case-centric Unshipped Orders app explains the process. You’ll need Analyst permissions for Studio and the views to modify them.
When you’re happy with your results, publish a version of the app. There's a Publish Package button at the top of all the screens in your Studio space. If you made any further changes to runtime variables in the Setup and Validation view or the Settings view, make sure you set these in both Studio and Apps.