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.
 |
Step-by-Step Guide
Before updating, publish your current version. This ensures that you can always return to this state when anything breaks during your update process.
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.
Check all views to validate the changes and make sure nothing behaves unexpectedly.
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.
If something looks off, something is missing in your views, or numbers don't add up, follow the next step.
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.
Update the knowledge model and views according to the release notes. We try to put all the necessary information in there to update successfully.
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The dropdown menu to select a block has been replaced by three tabs for Credit, Delivery, and Billing Blocks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.