Order Management Starter Kit Update Guide and Release Notes
This page stores all the information on updates to the Order Management Starter Kit.
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.
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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?
The new advanced filters were configured to also work on the published Starter Kit on the Apps section.
The “apply changes” button was deleted because it was no longer needed, the same with the skill that made it work.
More space was added to the in-app documentation to remove the need for scrollbars to the side.
Now, the buttons to go to the Marketplace on the Process Cockpit lead you directly to the Marketplace page.
Various bug fixes
What has changed?
The bottleneck explorer component was added to the process explorer
To get to it just select the KPI “Throughput time analysis”
This bottleneck explorer component will intelligently surface the activities that affect mostly the throughput time of your process
What has changed?
Fixing the Benchmarking view was simplified by adding to the Knowledge model all the dimensions
What has changed?
Fix a bug were sales document type didnt work as a dimension on the benchmarking view
Removed deprecated fields from the view configuration
Duplicated components were removed from the Value Discovery App
Aged boundary was removed from the historical billing delay histogram
A filter to show only past activities was added to the inefficiency views
Various other bug fixes and smaller changes
What has changed?
New “Reset to default” buttons were added to the settings pages to be able to quickly jump back to the initial state in case something went wrong”
Various bug fixes and smaller changes
What has changed?
New “Process” button was added to each tab in the Validation Cockpit and Process Cockpit.
With the new process explorer KPIs you can check which activity affects most the KPI you are analysing.
Filter quickly on the most important activities without having to jump to another tab
New buttons were added to the Start Here page to be able to directly jump to the different parts of the Starter Kit
New Excluded Doc Types Unbilled ValueKPI list was added to the Unbilled Orders Validation Cockpit tab
Partial Credit Block Activity was removed from the SK
The Value was added in the dropdowns in the Value Discovery App settings
What has changed?
We have changed in the PQL the activity table name from _CEL_O2C_ACTIVITIES to the ACTIVITY_COLUMN() and ACTIVITY_TABLE() PQL operators to adapt to more setups
More tables were changed from pagination to infinite scrolling
The charts were changed to different shades of blue to match the style of Business Miner
The layout of the buttons on the top right was slightly changed
The navigation buttons in Validation Cockpit changed text and style
Buttons to go from Validation Cockpit to Process Cockpit were added to the end of each tab
What has changed?
We have changed the naming convention of the unbilled use case to align better with the Shipped not Invoiced App, and the Business Miner. Now “Longrunner” is called “Aged” and “Late” is “Past due”
We have changed how we calculate the unbilled order value in the value discovery app. Now we count for P&L value, the items marked as “aged”. The chart and table have also been changed to adapt to this.
What is changed?
We have added buttons to the Overview pages of the Validation and Process Cockpit that jump directly to each one of the use-case tabs, to make it easier to follow the flow
The process explorer now uses the new panel view. This way you can easily add and remove activities and connections.
The process explorer linked to the slow processing inefficiency has a new bottleneck finder feature that lets you find the activities and connections with the highest throughput time.
We have hidden the impact column in the unbilled inefficiencies table.
Now the # manual block activities KPI counts only the changes in the sales order level.
Various bugfixes
What has changed?
New "slow processing" and "insufficient material availability" inefficiencies and root cause views were added to the on-time delivery tab.
The documentation view structure has been simplified by merging the KPI calculation views with the KPI description views. This has reduced the number of views by around 50. This should help with load times as well.
The Seller Rejection and Customer Cancellation root causes were simplified to avoid needing to configure them, making it easier to get to value quickly.
New histogram component used in the on-time delivery and unbilled order tabs.
Tables with activities and document types were added to make filtering easier.
Various bugfixes:
Issue where some users could see a white background was fixed.
Download button on some of the solutions of the root cause views was fixed.
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 Blockstabs 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 inefficiencyviews 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: DeliveryDates 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.