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Celonis Product Documentation

Validating KPIs for the object-centric Unearned Cash Discount app

The Settings view lets you manage the settings for the app’s most important variables, including the tolerance days. If something is still not the way you want it, you can make further adjustments directly in the Knowledge Model in Studio.

The Knowledge Model for the Unearned Cash Discount app is called “Unearned Cash Discount Knowledge Model”. You’ll need Analyst permissions on Studio and the Knowledge Model to update it. Each KPI contains a PQL (Process Query Language) formula which you can change in our editor to change how the KPI behaves. Your changes are applied when you publish a new version of the app.

The Knowledge Model also includes calculated attributes that contain the business logic to classify and provide metadata about objects. You can use them in PQL queries as if they were another column in the database table for the object type. They appear in the Knowledge Model as attributes of relevant records. 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.

Calculated attributes and PQL formulas might be reused in the calculations for several KPIs across the Knowledge Model. If you change the business logic in one location and save your change, all of the KPIs that reuse the calculated attribute or PQL formula will reflect your changes.

Here’s how to work with the KPIs and calculated attributes in the app’s Knowledge Model. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.

  1. In the Celonis navigation menu, select Studio.

  2. In the Studio overview, find the Unearned Cash Discount app in the space where you installed it, and click its tile.

  3. Select the Knowledge Model from the app navigation.

  4. Select the KPIs section of the Knowledge Model to work with KPIs, or the Records section to work with calculated attributes.

  5. You can sort and search the KPIs using their name or ID. The table at the end of this topic lists the calculated attributes for the Starter Kit, with the records where you can find them and the use cases they apply to.

  6. To see and edit the full PQL formula and other settings for a KPI, click its row to open an editor. The editor automatically validates any changes that you make in the PQL formula.

  7. If you want a fuller-featured PQL editor that lets you select from the tables and columns in your data, click on the pen icon next to the PQL formula.

  8. If you need to disable a KPI or formula, click the three vertical dots at the top of the editor, and select Disable Scope, then click Disable to confirm. When you do this, the object can't be accessed or used anywhere in the package, including by other apps that depend on it.

  9. When you’ve made changes to the KPIs and calculated attributes, use the Publish button at the top of the screen in your Studio space to publish a new version of the app.

Here are the calculated attributes for the Unearned Cash Discount app:

Calculated Attribute name

Attribute ID

Record ID

Use cases

Invoice is cleared

IsCleared

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Net due days

NetDueDays

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Net due date

NetDueDate

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Document amount

NetDocumentValueConverted

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Cash discount (eligible)

ConvertedCashDiscountEligibleValue

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Cash discount (taken)

ConvertedCashDiscountTakenValue

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Generic

Payment timing

DaysBetweenClearingAndLastCdDueDate

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Last cash discount due date

LastCdDueDate

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

UCD amount

UnearnedCashDiscountValueBuckets

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Days to pay

DaysBetweenBaselineAndClearingDate

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Payment timing (CD)

PaymentTimingAfterCashDiscount

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Cash discount (granted)

CashDiscountGranted

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Cash discount payment behavior

CashDiscountPaymentBehavior

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Cash discount (applicable)

CashDiscountApplicable

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Cash discount type

CashDiscountType

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Unearned cash discount

UnearnedCashDiscount

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Classification of UCD

UnearnedCashDiscountType

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Unearned Cash Discount

Formula - invoice in current period

DocumentInCurrentPeriod

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Value Tracking

Formula - invoice in baseline period

DocumentInBaselinePeriod

O_CELONIS_CUSTOMERACCOUNTDEBITITEM

Value Tracking