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Celonis Product Documentation

Package
Package Variables

Change the value of “use_split_dm” from “No” to “Yes”.

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Package Views in the Split Data Model

Change the KM in all views (“AR Collections” to “AR collections - Open Items”) except “Close Invoice Details”.

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Action Flow - Configuration changes

  1. Invoice Snooze Remove:

    1. Step 1: Set variable (15):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image19.png

  2. Customer Snooze Remove:

    1. Step 1: Tools (27):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image16.png

  3. Remove Customer Snooze:

    1. Step 1: Set variable (12):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image5.png

  4. Remove Invoice Snooze:

    1. Step 1: Tools (12):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image5.png

  5. Update Dispute From Task:

    1. Step 1: Tools (65):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image7.png

  6. Update Dispute:

    1. Step 1: Tools (65):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image6.png

    2. Step 2: Get Old task (114)/(111):

      1. Data Model: Change the dropdown from "Accounts Receivable Data Model" to "Accounts Receivable Data Model (Open Items)".

        image12.png

    3. Step 3: Closed Old task (115)/(112):

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image20.png

  7. Create Dispute:

    1. Step 1: Set Variable (27):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image14.png

  8. Broken Promise To Pay Activity:

    1. Step 1: Tools (12):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image13.png

  9. Update Invoice Augmented Attribute:

    1. Step1: Tools (36):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image3.png

  10. Update Account Augmented Attribute:

    1. Step1: Tools (36):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image3.png

  11. Invoice Snooze:

    1. Step 1: Set variables (46):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image9.png

  12. Promise To Pay:

    1. Step 1: Set variables (29):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image2.png

  13. Customer Snooze:

    1. Step 1: Set variable (22):

      1. KM Key: Provide the "AR Collections - Open Items" KM Key.

        image18.png
Skill - Configuration changes

  1. Enabled Transaction Task Table - Dummy:

    1. Step 1: Create Dummy Task On Transaction:

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

        Note

        Execute the skill and create a dummy task record for the transaction.

  2. Enabled Account Task Table - Dummy:

    1. Step 1: 2) Create Dummy Task On Account:

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

        Note

        Execute the skill and create a dummy task record for the Account.

  3. Create Dispute Task:

    1. Step 1: 2) Create Task For Dispute:

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

  4. Create Follow Up Task:

    1. Step 1: 14) Create Task:

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

    2. Step 2: 5) Create Follow Up Task (Promise To Pay):

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

    3. Step 3: 8) Create Follow Up Task (Dispute):

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".

        image10.png

    4. Step 4: 12) Create Follow Up Task:

      1. Knowledge Model: Change the dropdown from "AR Collections" to "AR Collections - Open Items".