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Celonis Product Documentation

Inventory Management App Configuration

In order to correctly apply the logic that defines the content of the Starter Kit, different variables, the 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.

Variable Configuration

To start 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 for storing values (strings, integers, etc.) that are used inside of KPIs and inefficiencies, such as the Planned Lead Time, 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, since 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, such as the "Desired Service Level". If you identify the variables that need to be adjusted, you can easily update them directly from 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 which they are defined.

Important Variables to Validate and Update

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

Variable ID

Type of variable

Variable name/description

toCurrency

Runtime variable

Currency to be displayed in app

fromCurrency

Runtime variable

Original currency

currencyConversionType

Runtime variable

Currency conversion type

PARAMETER_ACTIVITY_PURCHASE_ORDER_ITEM_CREATED

KM

Purchase Order Item Start Activity

PARAMETER_ACTIVITY_PURCHASE_ORDER_ITEM_GOODS_RECEIPT

KM

Purchase Order Item Goods Receipt Activity

PARAMETER_ACTIVITY_PRODUCTION_ORDER_ITEM_START

KM

Production Order Item Start Activity

PARAMETER_ACTIVITY_PRODUCTION_ORDER_ITEM_COMPLETED

KM

Production Order Item Completed Activity

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.

Updating the Business Logic

The business logic is packaged into formulae (KM KPIs) to reuse in the different parts of the app or inside of other KPIs/formulae 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.

For example, the formula KPI_MATERIAL_PUSUM_EXCESS_INVENTORY_RATE is used for all excess inventory KPIs (e.g. Obsolete Stock, Excess Stock, etc.). By adjusting the underlying business logic in that one place, you adjust the business logic for all KPIs and related definitions simultaneously.

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 KPIs listed below. You can identify by the prefix whether it’s defined as KPI or formula.

KPI ID

Formula description

FORMULA_MATERIAL_INDICATOR_STOCK_OUT

Business Logic for Stockouts

FORMULA_MATERIAL_INDICATOR_STOCK_UNDER

Business Logic for Under Stock

FORMULA_MATERIAL_INDICATOR_STOCK_EXCESS

Business Logic for Excess Stock

FORMULA_MATERIAL_INDICATOR_STOCK_OBSOLETE

Business Logic for Obsolete Stock

FORMULA_MATERIAL_INDICATOR_STOCK_UNTOUCHED

Business Logic for Untouched Stock

FORMULA_MATERIAL_INDICATOR_STOCK_OUT_DURING_REPLENISHMENT

Business Logic for Stockout during Replenishment Period

FORMULA_MATERIAL_INDICATOR_SERVICE_LEVEL_STOCKOUT_SALES_ORDER

Business Logic for Upcoming Demand without Supply

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

Updating the Runtime Variables

Next, configure the following runtime variables to your specifications.

Variable ID

Variable Description

Default Value

initialStockFloor

Minimum value for a material's Initial Stock

MARC.BSTMI

materialAvailabilityMRPType

MRP types to be considered for Material Availability

'PD', 'R1', 'VM', 'VB', 'VV'

plannedLeadTime

Planned Purchasing Lead Time

MARC.PLIFZ+MARC.WEBAZ

plannedProductionLeadTime

Planned Production Lead Time

MARC.DZEIT

planningStrategy

Planning strategies to be excluded from Material Availability

‘20'

recordGoodsIssueActivity

Goods Issue activity

‘Record Goods Issue'

Important

For the app to work properly, publish the app by clicking the Publish button in the upper right corner.