Celonis Product Documentation

Changes Required -variables have to be set up.

To personalize the Action Flow to your specific needs in a code-free way, we provide multiple variables.

Variables that are arrays like Email Recipients and Sales Org have a unique format:

To add more items, they have to be separated by a “;”. Additionally, in the case of the sales organization, the values have to have a string format, i.e., they have to be surrounded by ‘, like in the example ‘3020’.

Configuration

App: Tool

Module: Set multiple variables

To personalize the Action Flow to your specific needs in a code-free way, we provide multiple variables.

Changes Required - variables have to be set up.

Configuration:

App: Tools

Module: Set multiple variables

Changes Optional -variables have to be set up.

We use the iterator module to group the open sales order items into sales organizations.

Configuration:

App: Flow Control

Module: Iterator

Changes Required - Celonis connection setup required.

The Celonis Query Data module is used to get the open order items data from Celonis to create the table inside the email.

Configuration:

App: Celonis

Module: Query Data

To create the table, the Celonis query data module extracts every sales order item attribute that complies with the open order item and sales organization filters.

The Sales Order attributes extracted are:

Also, two filters are specified:

The row limit of this Celonis Query Data module is set to 50. This will mean that in the email table, you will see the top 50 Sales Oder items by value.

The first time you install the Action Flow, you will be asked to provide the Celonis data connection. If this is your first time setting up an action flow with a Celonis data module, you will need to click on the ‘Add’ button. Once you have specified a Celonis connection, you must select the Data Pool with your Order to Cash process, and the Data Model desired.

Changes Optional

This router and the below email modules (English and German) are a checkpoint to check whether open sales order items exist for the specified sales organization. If the Celonis Query Data module finds no sales order items, the action flow will email the recipients stating that ‘There are currently no open sales orders for sales organization 123’. (English version) or 'Aktuell liegen keine offenen Bestellungen für Sales Organization 123 vor'

Configuration:

App1: Flow Control

Module1: Router

App2: Email

Module2: Send an Email

Changes Optional

This module serves to group the sales order items and gives them the format for the table in the email afterward. It is also essential that the advanced setting ‘Stop processing after an empty aggregation’ is kept on in order to prevent executions when no sales order items are found by the Celonis query data module.

Changes Required - Celonis connection setup is required

This module aims to get the text description of the sales organization number given in the “Sales Org” variable.

Configuration:

App: Celonis

Module: Query Data

The first time you install the Action Flow, you will be asked to provide the Celonis data connection. If this is your first time setting up an action flow with a Celonis data module, you will need to click on the ‘Add’ button. Once you have specified a Celonis connection, you must select the Data Pool with your Order to Cash process, and the Data Model desired.

Changes Optional

This module aims to create a text component that can be later used in the email modules.

Changes Required - Celonis connection setup is required.

This Celonis query data module serves to get the data for the CSV that will be attached to the email.

Configuration:

App: Celonis

Module: Query Data

The first time you install the Action Flow, you will be asked to provide the Celonis data connection. If this is your first time setting up an action flow with a Celonis data module, you will need to click on the ‘Add’ button. Once you have specified a Celonis connection, you must select the Data Pool with your Order to Cash process, and the Data Model desired.

The row limit of this Celonis Query module is set to 5000, so more Sales Order Items will be here compared to the email table.

Changes Optional

This module gathers all data from the Celonis Query Data module before creating a CSV with the correct format.

Configuration:

App: CSV

Module: Create CSV (advanced)

The CSV module creates a new CSV file based on the Data Structure. To create this structure, click Add, provide a name and select the generator button. The content_type should be JSON. For sample_data please paste the following code and save again:

{
        "Sales Document": "",
        "Sales Document Item": "",
        "Customer": "",
        "Material": "",
        "Material Group": "",
        "Confirmed Delivery Date": "",
        "Days Until Delivery Date": "",
        "Net Order Value": ""
}

In this case, the Data Structure you see in the screenshot below consists of the following parts:

Changes Optional

This router checks the language specified in the variables module and decides which to apply to the email modules.

Configuration:

App: Flow Control

Module: Router

Changes Required - email server connection setup required

After downloading the Action Flow for the first time, (if not done before for other Action Flows), you must create a new email connection.

Configuration:

App: Email

Module: Send an Email

The module has the following settings: