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Celonis Product Documentation

Order Management Starter Kit Update Guide and Release Notes

This page stores all the information on updates to the Order Management Starter Kit starting with version 1.6.4.

We encourage you to update your application on a regular basis to continuously benefit from our developments and avoid major maintenance when multiple updates must be installed at once.

Notice

Updates can easily be installed from the package settings and usually do not affect your customizations. However, when there is a major upgrade - which we will thoroughly test upfront and mention in the version - caution is required. The following guide should help you to update your application.

The following chart shows the instruction on how to update any Business App.

Update_Process.png

Step-by-Step Guide

  1. Before updating, publish your current version. This ensures that you can always return to this state when anything breaks during your update process.

  2. Enter the package settings, note down the current version and update the application in the section dependencies. In the pop-up window, the affected assets are listed.

  3. Check all views to validate the changes and make sure nothing behaves unexpectedly.

    1. If all numbers match and nothing looks unexpected, publish the updated version. You are now done and can use the newest version of the Order Management Starter Kit.

    2. If something looks off, something is missing in your views, or numbers don't add up, follow the next step.

  4. Inspect the release notes with your noted version number. If you did not update for a few weeks or even months, multiple updates might have been deployed since then.

  5. Update the knowledge model and views according to the release notes. We try to put all the necessary information in there to update successfully.

  6. After the adjustments, return to step 3 and check the views. If there are still some errors and you checked everything again, please contact order-management@celonis.com.

What has changed?

  • Some bugs were fixed:

    • Average Delay calculation now works for both options of the OTD calculation

    • Input boxes in the Value Discovery App now accept the correct number format instead of interpreting inputs as text.

What has changed?

  • Order Blocks tabs in the Validation and Process Cockpits have been redesigned to simplify them

    • The dropdown menu to select a block has been replaced by three tabs for Credit, Delivery, and Billing Blocks

    • The order block rate is now the central KPI

    • Individual block types are explained in more detail in the inefficiency views in the Process Cockpit

  • Added inefficiency views for the Order Blocks use case:

    • Credit Blocks

    • Delivery Blocks

    • Billing Blocks

  • In addition to calculating the On-Time Delivery using the goods issue date + the expected time of shipping, you can now also select an alternative in the Validation Cockpit which uses the customer handover activity to calculate On-Time Delivery.

What has changed?

  • MANDT was added to the identifiers of the Sales Order, Sales Order Items, and Customers records.

    Attention: If tasks or augmented attributes were added to one of these records, updating would delete them. Please make sure to store the values of the augmented attributes before updating.

  • Some activities were added to the settings page:

    • Cancel Invoice Creation

    • Cancel Goods Issue

    • Cancel Rejection

What has changed?

  • Views are hidden by default when you publish the app to “Apps” except for the Validation Cockpit, Process Cockpit, and Value Discovery App.

  • Added inefficiency views for the On-Time Delivery use case:

    • Credit Blocks

    • Delivery Blocks

    • Order Changes

    • Short Requested Lead Times

What has changed?

  • Added inefficiency views for the Order Rejections use case:

    • Seller Rejections

    • Customer Cancellations

What has changed?

  • Start Here page was added to guide users through the Order Management Starter Kit journey.

  • Added inefficiency views for the Touchless use case:

    • Manual Delivery Blocks

    • Manual Billing Blocks

    • Manual Credit Blocks

    • Manual Order Creation

    • Manual Delivery Creation

    • Manual Price Changes

    • Manual Quantity Changes

    • Manual Invoice Creation

    • Manual Delivery Date Changes

  • Added trendlines for KPIs in the Overview tabs in the Validation and Process Cockpits.

What has changed?

  • Replaced input boxes by dropdown menus where it was possible in the Settings page, Validation Cockpit, and Process Cockpit. This simplifies the customisation of the app by users.

  • Attention: Delivery Dates Pushout Settings and Discounting Settings views have been deleted.

What has changed?

  • Added button to hide the filterbar.

  • Inefficiencies were simplified:

    • Touchless:

      • Manual Sales Order Creation → Kept

      • Manual Price Changes → Added

      • Manual Delivery Creation → Kept

      • Manual Quantity Change → Added

      • Manual Delivery Blocks → Added

      • Manual Billing Blocks → Added

      • Manual Credit Blocks → Added

      • Manual Delivery Date Changes → Added

      • Manual Invoice Creation → Kept

      • Manual block activity → Removed

      • Sales order with manual changes → Removed

    • On-Time Delivery:

      • Short lead time to requested → Kept

      • Short lead time to confirmed → Removed

      • Credit Block → Kept

      • Delivery Block → Kept

      • Delivery date push out → Removed

      • Delivery date pull forward → Removed

      • Order Changes → Added

    • Order Rejections:

      • Customer Cancellation → Added

      • Seller Rejection → Added

      • Delivery date pushout → Removed

      • Delivery date changes → Removed

      • Delivery date pull forward → Removed

    • Unbilled Orders:

      • Historical

        • Billing Block

      • Open

        • Active Billing Block

    • Order Blocks had no changes

  • Requested Delivery Date is now determined on item level. It corresponds to the one in the first of the Schedule Lines.

  • Added the ability to choose between the initial and most recent date of both the confirmed and requested delivery dates.

What has changed?

  • Unbilled Orders use case:

    • Billing statuses have been aligned with our Shipped Not Invoiced app:

      • Unbilled within tolerance → Due

      • Unbilled after tolerance → Late

      • Unbilled after long runner tolerance → Long Runner

  • Billing and Delivery Blocks: removed a bug from the logic.

What has changed?

  • Added a Settings page where important parameters such as currency can be configured and activities can be mapped.