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Celonis Product Documentation

Getting Started Guide

The Getting Started Guide is meant to help install and successfully bring the Starter Kit (SK) to a state where you can start going through the KPI validation phase with the Validation Cockpit, then do root cause analysis with the Process Cockpit and then finally identify and confirm potential value with the Value Discovery App.

  1. Set up the Connection to an SAP system from Celonis

    1. Set up the extractor server

    2. Configure the connection

  2. Install and Configure the SAP-ECC Order to Cash Process connector from the EMS Marketplace

  3. Install the Order Management Starter Kit App from the Marketplace.

    1. Select the app in the EMS Marketplace

    2. Assign your SAP O2C Data Model to the variable

  4. Finish the setup

    1. Validate and customize the Knowledge Model and runtime variables

    2. Implement KPI customizations in KM

    3. Implement customizations in Views

In case the Order Management Starter Kit is the first Order Management App you install, make sure you have followed steps 1 and 2 from the High Level Process to set up the connection to your SAP system. The first step to setting up the Order Management Starter Kit App is to install it from the EMS Marketplace. By Searching ‘Order Management Starter Kit’ in the EMS Marketplace, you will see the Starter Kit app in the results.

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After opening the detail view of the app, you can click on the blue button to install it, and as the next step, define the space you want to install it to.

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After installing the Order Management Starter Kit App, you need to specify the values for the various variables: Data Model and plain-text (runtime) variables

Data Model variable

Please update the data model variable to the Order Management Data Model in your team. This variable is referenced inside of the Knowledge Model, essentially connecting the PQL queries from the KM to the Data Model.

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In order to correctly apply the logic that defines the content of the Starter Kit different variables, KPIs and filters need to be configured and validated. The following section will guide you through the App configuration process, with a main focus on the KM configuration.

1. Variable configuration

To start with the variable configuration, please go to the Knowledge Model (KM). Go through the variables section in the view mode and validate whether the input used for the variables is correct for your business needs. To view all variables in use, you can navigate to the variables section of the KM. For the apps, only non-auto-generated configurations are used, so you can disable the auto-generated definitions. In some cases, variables are used are for storing values (strings, integers, etc.) that are used inside of KPIs and inefficiencies, such as the Late Delivery Buffer, for storing target and benchmark values of KPIs and frequently used activity names like the goods issue activity. Some variables are more important than others to update, in the sense that the business logic of the app will not work if they are not set correctly. An example are the variables that reference different fields and activity names, e.g. the ‘Record Goods Issue' activity. On the other hand, all variables are set with a default value and, in some cases, the app will still function properly if they are not updated, e.g. the ‘days late threshold’. If you identify some variables that need to be adjusted, you can easily update them directly inside of the variable part of the KM visual editor. Other variables are stored in the plain text variables section of the package settings. These variables can also be changed if needed and are only affecting the package in where they are defined.

1.1 Important variables to validate and update

Below you find a list of variables that should be validated during the App configuration. These variables can only be updated from the runtime variable editor in the package settings or KM editor with ANALYST or ADMIN permissions.

Variable ID

Type of variable

Variable name/description

VAR_ACTIVITY_CREATE_SALES_ORDER

KM

Create Sales Order Activity

VAR_ACTIVITY_CREATE_DELIVERY

KM

Create Delivery Activity

VAR_ACTIVITY_EXCLUDED_ACTIVITIES_TOUCHLESS

KM

Excluded Activities for Touchless Classification

VAR_ACTIVITY_CHANGE_CONFIRMED_DELIVERY_DATE

KM

Activity Change Confirmed Delivery Date

VAR_ACTIVITY_UNDESIRED

KM

Variable Undesired Activities

Note

Note: The variables not listed here can be changed from the UI with a dropdown or an input box and will be part of the KPI validation of the Validation Cockpit.

2. Updating the business logic

The business logic is packaged into formulas (KM KPIs) to reuse in the different parts of the app or inside of other KPIs/formulas to make the setup more concise. These PQL-statements define the calculations of KPIs, filter statements on your data, and inefficiencies. Hence they are one of the most important parts of the app. To give you an example, the formula FORMULA_ORDER_INDICATOR_DELIVERY_BLOCK_BUSINESS_LOGIC is used for all delivery block KPIs (e.g. Sales orders with Delivery Blocks, Delivery Block Rate, etc..) So by adjusting the underlying business logic in that one place, you adjust the business logic for all KPIs and related definitions at once.

This list is not exhaustive and should be checked inside of the knowledge model. Make sure to also check nested formulas that might be used within the listed KPIs below. You can identify by the prefix whether it’s defined as KPI or formula.

In case you update the underlying business logic or used variables, please make sure to also update the documentation for the business users in the Documentation folder.

Variable ID

Formula description

FORMULA_ORDER_INDICATOR_DELIVERY_BLOCK_BUSINESS_LOGIC

Business Logic for Delivery Blocks

FORMULA_ORDER_INDICATOR_BILLING_BLOCK_BUSINESS_LOGIC

Business Logic for Billing Blocks

FORMULA_ORDER_INDICATOR_CREDIT_BLOCK_BUSINESS_LOGIC

Business Logic for Credit Blocks

FORMULA_ORDER_INDICATOR_ORDER_IS_TOUCHLESS

Business Logic for Touchless Orders

FORMULA_ORDERITEM_CLASSIFICATION_BILLING_STATUS

Business Logic for Unbilled Orders

FORMULA_ORDERITEM_INDICATOR_IS_REJECTED

Business Logic for Rejections

FORMULA_ORDERITEM_CLASSIFICATION_OTD

Business Logic for On-Time Delivery

3. Value Discovery App Configuration (only if required)

In order for the Value Discovery (VD) App to work, some modifications to the Data Model have to be made as well as to some of the runtime variables.

3.1 Modifications to the Data Model

The VD App needs a new table in the DM and the process to add it is the following:

  1. Go to the Data Integration section of Celonis. Select the Data Pool that you are using for the SK.

  2. Click on Data Jobs, then click on New Data Job with the option to add it as a Global (no data connection). We recommend to name it "Create Inefficiency Table".

  3. Click on New Transformation. We recommend to name it "Create Inefficiency Table" and without any task template.

  4. Paste the code that we provide next

  5. Select all code and click on the Execute button

  6. Go to the Data Model that you are using for the Starter Kit. Add the INEFFICIENCIES table via the Add Tables button. Click on Finish.

  7. Reload the DM.

DROP TABLE IF EXISTS INEFFICIENCIES;
CREATE TABLE INEFFICIENCIES (
  INEFFICIENCY_NAME VARCHAR(100),
  TIME_TO_VALUE VARCHAR(100),
  BUSINESS_OBJECTIVE VARCHAR(100)
);
 
INSERT INTO INEFFICIENCIES
    (INEFFICIENCY_NAME,TIME_TO_VALUE,BUSINESS_OBJECTIVE)
 
    SELECT 'Manual Order Creations','B - Medium','Labor Productivity' UNION    
    SELECT 'Customer Cancellations','C - High','Revenue' UNION    
    SELECT 'Late Deliveries','B - Medium','Working Capital' UNION    
    SELECT 'Manual Delivery Blocks','A - Low','Labor Productivity' UNION    
    SELECT 'Unbilled Orders','A - Low','Revenue' UNION    
    SELECT 'Returns','B - Medium','Revenue' UNION    
    SELECT 'Manual Credit Blocks','A - Low','Labor Productivity' UNION    
    SELECT 'Late Billing','A - Low','Working Capital' UNION    
    SELECT 'Manual Delivery Date Changes','B - Medium','Labor Productivity' UNION    
    SELECT 'Seller Rejections','C - High','Revenue' UNION    
    SELECT 'Manual Billing Blocks','A - Low','Labor Productivity' UNION    
    SELECT 'Manual Invoice Creations','B - Medium','Labor Productivity' UNION    
    SELECT 'Manual Price Changes','B - Medium','Labor Productivity' UNION    
    SELECT 'Manual Delivery Creations','B - Medium','Labor Productivity' UNION    
    SELECT 'Manual Quantity Changes','B - Medium','Labor Productivity';

3.2 Updating the runtime variables

As a next step, some runtime variables have to be configured to your specifications. Runtime variables are updated in the variables section of the package settings. Here is a table with the list of runtime variables to look for.

Variable ID

Variable description

Default value

changePriceActivity

Price change activity

‘Change Price’

excludedActivitiesTouchless

Excluded activities for the touchless use case

'Material Availability Date passed'

change-confirmed-delivery-date-activity

Change confirmed delivery date activity

'Change Confirmed Delivery Date'

returnActivity

Activity to identify returns

‘Create Returns delivery for order’

rejectionActivity

Activity to identify rejections

Set Reason for Rejection

excludedRejectionReasons

Rejection reasons excluded

'None'

creditBlockActivities

Activities that happen when dealing with credit blocks

'Release Credit Hold','Set Credit Hold'

deliveryBlockActivities

Activities that happen when dealing with delivery blocks

'Remove Delivery Block','Change Delivery Block'

billingBlockActivities

Activities that happen when dealing with billing blocks

'Set Billing Block','Change Billing Block','Remove Billing Block'

createOrderActivities

Create Sales Order activities

'Create Sales Order', 'Create Sales Order Item'

createDeliveryActivity

Delivery Creation activities

'Create Delivery'

createInvoiceActivities

Invoice Creation activities

'Create Invoice','Create Pro forma invoice'

changeQuantityActivity

Quantity change activities

'Change Requested Quantity','Change Confirmed Quantity'

changeDeliveryDateActivity

Delivery date change activities

'Change Confirmed Delivery Date', 'Change Requested Delivery Date'

Important

For the app to work properly, publish the app by clicking the publish button in the top-right corner.

Here are some most commonly asked questions regarding the Order Management Starter Kit.

In case you have identified a bug (e.g. PQL incorrect, UI not working properly) or have a feature request (e.g. new KPI, additional component, new use case), please feel free to create a ticket at our customer support or contact us using the built-in feedback icon in the app.

  • My On-Time Delivery view is showing everything 0, how can I solve this?

    • This is usually because the Record Goods Issue activity has another name or is calculated in another way. Change the runtime variable recordGoodsIssueActivity to the correct activity name, either in the variable settings or through the settings profile view in the On-Time Delivery Validation view.

  • The Value Discovery App is showing many errors, why is that?

    • This is usually because the INEFFICIENCIES table is not added to the DM. Please go to section 3 of the App Configuration. If after adding the INEFFICIENCIES table to the DM, there are still errors, it might be because the app is still not published and the augmented attributes are not created.

  • I can't type in the Framed Value in the Value Discovery App, how can I fix it?

    • This is normally because the team you are using the value discovery app in does not have the "update augmented attribute" skill functionality enabled. Please create a ticket and ask for the addition of the feature to your team. This has to be done in the backend.

  • The Open/Closed order filter or the Credit Block KPIs are showing errors. How can I fix it?

    • This is usually because there is an issue with the VBUK table, either its missing from the DM or it is not configured in the correct way. Please make sure to have the VBUK table connected to the VBAK table in a VBAK 1:N VBUK configuration (like it is in the latest version of the SAP ECC O2C connector).

  • I see all values in EUR but I want to use USD, how can I change the currency?

    • The default currency for the Starter Kit is Euro but it can be customized to other currencies, in order to do that, go to the Settings page and type in the desired currency in the input box. The settings will be different for Studio and Apps, so please be sure to change them in both environments.

In case you have identified a bug (e.g. PQL incorrect, UI not working properly) or have a feature request (e.g. new KPI, additional component, new use case), please feel free to create a ticket at our customer support or contact us using the built-in feedback icon in the app.

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