Installing the object-centric Open Purchase Requisition Processing App
The object-centric version of the Open Purchase Requisition Processing app works with objects and events created for object-centric process mining. Before you set up the object-centric version of the Open Purchase Requisition Processing app, you’ll need to enable and configure the Procurement process, load the object-centric data model with your data, and validate the perspective_custom_Procurement.
You can download the Open Purchase Requisition Processing app from the Celonis Marketplace. When you link the Open Purchase Requisition Processing app to the perspective_custom_Procurement perspective, it uses the objects and events that you’ve already built from your source system data and stored in the OCPM Data Pool. You don’t have to create a new data connection.
Here’s how to install the Open Purchase Requisition Processing app:
Open the Celonis Marketplace from the Celonis navigation menu, and search for all or part of the app’s name. You’ll probably see an original case-centric version of the app as well as the object-centric versions. Only the object-centric Catalog 3.0 version is suitable for object-centric process mining.
Select the Open Purchase Requisition Processing (object-centric) app to see its information page.Select Get it now to install the app. If you see Request Access instead, click this to request the app, and check the other prerequisite steps in Prerequisites for the object-centric Open Purchase Requisition 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.
In the Studio overview, find the Open Purchase Requisition Processing app package in the space where you installed it, and click its tile to go to the app package.
Click the Package Settings icon (the box) and select Variables.
Select the Assign Data Model button, then search or browse for the perspective_custom_Procurement perspective and click to select it. Click Save to set the Data Model variable.
The Open Purchase Requisition Processing app needs publishing before configuration, because publishing triggers the creation of the task table and initializes the augmented attributes (Status, Priority, Note). Select the Publish 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. Click the Package Settings icon (the box), and select Permissions. 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.
Open the Open Purchase Requisition Processing view and validate that your data is shown. It might take a few seconds before all the tables are created. If you see “Table could not be found” errors, wait for a short time and then reload the page to see if they disappear. If they remain, you’ll need to fix this during app setup.
Use the Setup and Validation and Value Assessment view and the Settings view to set up the runtime variables for the app. See Configuring settings for the object-centric App Name app.
Tip
Because the Open Purchase Requisition Processing 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 (key performance indicators) in the app’s Knowledge Model is correct for your business. Validating KPIs for the object-centric Open Purchase Requisition Processing app explains the process, and lists the most important KPIs to check. 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 status, priorities or notes, configure the augmented attributes to add these. Configuring augmented attributes for the object-centric Open Purchase Requisition Processing app has instructions to do this.
If you want to customize the app’s views to change their look, fit your business process, or include custom items, edit them in Studio. Editing views for the object-centric Open Purchase Requisition Processing 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 button at the top of all the screens in your Studio space.
Tip
After publishing the package, if you make any further changes to variables in the Setting and Validation make sure you set these in both Studio and Apps. Changing the settings in Studio after publishing doesn’t affect the values in Apps.
When you publish the Open Purchase Requisition Processing app for the first time, the augmented attributes will be created.