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Celonis Product Documentation

Installing the object-centric Shipped Not Invoiced app

The object-centric version of the Shipped Not Invoiced app works with objects and events created for object-centric process mining. Before you set up the object-centric version of the Shipped Not Invoiced app, you’ll need to enable and configure the Order Management process, load the object-centric data model with your data, and validate the perspective_celonis_OrderManagement perspective. See Prerequisites for the object-centric Shipped Not Invoiced app.

You can download the Shipped Not Invoiced app from the Celonis Marketplace. When you link the Shipped Not Invoiced app to the perspective_celonisOrderManagement 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 Shipped Not Invoiced app:

  1. 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 version. Only the object-centric version is suitable for object-centric process mining.

  2. Select the Shipped Not Invoiced (object-centric) app to see its information page.

  3. Select Get it now to install the app. There's no Process Connector to download for the object-centric app, because it uses the data that's already in the OCPM Data Pool.

  4. 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.

  5. Click Assign perspective when the app prompts you. This takes you to the Variables tab in the Settings view.

  6. Select the Assign Data Model button, then search or browse for the supplied perspective_celonis_OrderManagement perspective and click to select it. Click Save to set the Data Model variable.

  7. 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 object-centric Shipped Not Invoiced app explains how.

  8. The Shipped Not Invoiced app needs publishing before configuration because publishing triggers task creation, displays augmented attributes, and makes profile views available. 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.

  9. Open the Action View and the User Guide 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.

  10. Use the 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 Shipped Not Invoiced app.

    Tip

    Because the Shipped Not Invoiced 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.

  11. Check that the business logic used by the KPIs in the app’s Knowledge Model is correct for your business. Validating KPIs for the object-centric Shipped Not Invoiced app explains how, 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.

  12. If you want to add custom values for the status of delivery items (besides the supplied values "New", "In Progress", and "Rejected"), configure the augmented attributes to add these. Configuring augmented attributes for the object-centric Shipped Not Invoiced app has instructions to do this.

  13. Configure the tasks and actions for the app. Configuring tasks and actions for the object-centric Shipped Not Invoiced app tells you how, and explains what needs configuring.

  14. If you want to customize the app’s views to change their look, fit your business process, or include custom attributes or relationships that you added to the Celonis object types used in the perspective_celonis_OrderManagement perspective, edit them in Studio. Editing views for the object-centric Shipped Not Invoiced app explains the process. You’ll need Analyst permissions for Studio and the views to modify them.

  15. 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.

When you publish the Shipped Not Invoiced app for the first time, it creates a number of augmented tables in the data model. You’ll see these in the app’s Knowledge Model as autogenerated KPIs and records, and they are used in the calculations for some of the KPIs.

Tasks:

  • DELIVERY_ITEM_CEL_TASK

  • DELIVERY_CEL_TASK

  • SALES_ORDER_CEL_TASK

  • SALES_ORDER_ITEM_CEL_TASK

  • CUSTOMER_CEL_TASK

User-facing augmented attributes:

  • DELIVERY_ITEM_AUGMENTED_UNBILLED_COMMENTS

  • DELIVERY_ITEM_AUGMENTED_UNBILLED_STATUS

  • DELIVERY_AUGMENTED_COMMENT

  • SALES_ORDER_AUGMENTED_COMMENT

  • SALES_ORDER_ITEM_AUGMENTED_COMMENT

  • CUSTOMER_AUGMENTED_COMMENT

Non-user-facing augmented attributes:

  • DELIVERY_AUGMENTED_INTERNAL_STATUS_FLAG

  • SALES_ORDER_AUGMENTED_INTERNAL_STATUS_FLAG

  • SALES_ORDER_ITEM_AUGMENTED_INTERNAL_STATUS_FLAG

  • CUSTOMER_AUGMENTED_INTERNAL_STATUS_FLAG

  • DELIVERY_AUGMENTED_INTERNAL_STATUS_NEW

  • SALES_ORDER_AUGMENTED_INTERNAL_STATUS_NEW

  • SALES_ORDER_ITEM_AUGMENTED_INTERNAL_STATUS_NEW

  • CUSTOMER_AUGMENTED_INTERNAL_STATUS_NEW