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Celonis Product Documentation

3.4 Skills - Configuration changes

We have created the Automation Skills necessary to use the app, however they will need several small updates to ensure they have the correct permissions and targets for your Celonis instance. Some of these steps can be performed using the instructions below:

  1. Insert Invoice Activity: The following steps required changes in this skill:

    1. Step 2: Insert Invoice Activity:

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

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  2. Insert Customer Activity:

    1. Step 2: Insert Customer Activity:

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool that created in Step 1.

      image33.png
  3. Update Invoice Attribute Skill:

    1. Step 2: Insert Transaction Activity:

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

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  4. Create Follow Up Task:

    1. Step 5: Create Follow Up Task (Promise To Pay):

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

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    2. Step 20: Create Follow Up Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

      image13.png
    3. Step 8: Create Follow Up Task (Dispute):

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

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    4. Step 10: Close Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

      image38.png
    5. Step 12: Create Follow Up Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

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    6. Step 18: Close Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

      image38.png
    7. Step 14: Create Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

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    8. Step 16: Close Task:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

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  5. Update Customer Attribute:

    1. Step 3: Call "Update Customer Activity" Action Flow:

      1. Action Flow: Select the Update Customer Attribute Action Flow.

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    2. Step 4: Insert Customer Activity:

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image16.png
    3. Step 7: Insert Customer Note:

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

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  6. Enabled Transaction Task Table - Dummy:

    1. Step 2: Create Dummy Task On Transaction:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Transactions record from the knowledge model.

      image5.png
  7. Enabled Account Task Table - Dummy:

    1. Step 2: Create Dummy Task On Account:

      1. Knowledge Model: Select AR Collections as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image51.png