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Celonis Product Documentation

Update Guide and Release Notes

This page stores all the information on updates to the Shipped not Invoiced app.

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.

Note

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

Update Process

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

OM-Update.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.

    • 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.

  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 get in touch with order-management@celonis.com.

Change History
Change Summary - Version 1.1.0

  • Closed item tab now contains billed items independent of whether they were processed in the app or not. Open item tab now also includes "Due" items.

  • Added aggregated data component in the closed tab:

    • Chart with option to set the left and right y-axis, the time dimension, the date on the x-axis, and the attribute to stack/split by.

    • Breakdown table

  • The status of items in the closed tab can no longer be updated.

  • Status 'realized' can no longer be set manually by the user; instead items will get the status assigned automatically after an item has been set to 'in progress' and is later billed.

  • Revised calculation of 'Realized Value' and respective input value on the settings page.

  • The user has the option to 'reject' items and show/exclude them via a checkbox in the filter bar.

  • The display rule for the prioritization now automatically adjusts to the value range without the need to manually set thresholds; the categorization is done based on the value exceeding quantile values of the value of billing the item:

    • > 0.75th quantile → high

    • > 0.5th quantile → medium

    • > 0.25th quantile → low

  • Updated generic email template for better readability of sales order and item number.

Detailed Knowledge Model changes

All changes are reflected in the views using the added/updated/removed Knowledge Model entities.

Added entities:

  • SALES_ORDER_ITEM record

    • Multiple attributes for chart aggregations

    • TIME_TO_BILL

    • UNBILLED_STATUS_CLOSED

    • BILLING_RELEVANCE_CODE

  • KPIs

    • FORMULA_ORDERITEM_INDICATOR_UNBILLED_USER_REJECTED

    • KPI_ORDERITEM_SUM_REALIZED_VALUE

    • FORMULA_ORDERITEM_CLASSIFICATION_BILLING_STATUS_DETAILED

    • FORMULA_ORDERITEM_CALC_UNBILLED_ITEM_PRIORITIZATION_SCORE

    • KPI_ORDERITEM_SUM_UNBILLED_ORDER_ITEM

    • KPI_ORDERITEM_AVG_TIME_TO_BILL

    • FORMULA_ORDERITEM_PARAMETER_BILLING_DATE

    • FORMULA_ORDERITEM_CALC_HOURS_BETWEEN_GI_INVOICE_CREATION

    • KPI_TIMELINETABLE_CALC_REALIZED_VALUE

    • FORMULA_ORDERITEM_PARAMETER_CREATION_DATE

  • Filters

    • FILTER_ORDERITEM_NOT_REJECTED

  • Variables

    • VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_REJECTED

    • VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_IN_PROGRESS

    • VAR_TIME_TO_BILL_BASELINE

  • Custom Objects

    • CO_DISPLAYRULE_UNBILLED_STATUS_CLOSED

    • Various objects for the settings of the char in the closed tab

Updated (logic) entities:

  • SALES_ORDER_ITEM record

    • Added default values to augmented attribute UNBILLED_STATUS

  • KPIs

    • FORMULA_ORDERITEM_INDICATOR_UNBILLED_OPEN is now using

    • FORMULA_ORDERITEM_INDICATOR_UNBILLED_USER_REJECTED

  • Custom Objects

    • CO_DISPLAYRULE_ORDERITEM_PRIORITY

  • Actions

    • ACTION_ORDERITEM_UPDATE_UNBILLED_STATUS (added filter to only apply for open items)

    • ACTION_ORDERITEM_SEND_EMAIL (pass sales order number and position)

Removed entities:

  • KPIs

    • KPI_ORDERITEM_SUM_OPEN_UNBILLED_REVENUE

    • KPI_ORDERITEM_COUNT_REALIZED_UNBILLED_ITEMS

    • KPI_ORDERITEM_COUNT_OPEN_UNBILLED_ITEMS

    • KPI_ORDERITEM_SUM_REALIZABLE_VALUE

    • FORMULA_ORDERITEM_CALC_REALIZABLE_VALUE

    • KPI_ORDERITEM_SUM_REALIZED_UNBILLED_REVENUE

    • FORMULA_ORDERITEM_INDICATOR_UNBILLED_CLOSED

    • FORMULA_ORDERITEM_INDICATOR_UNBILLED_REALIZED

    • KPI_ORDERITEM_AVG_BILLING_DELAY (available from Starter Kit)

    • FORMULA_ORDERITEM_CALC_BILLING_DELAY (available from Starter Kit)

  • Filters

    • FILTER_ORDERITEM_UNBILLED_CLOSED

    • FILTER_ORDERITEM_UNBILLED_OPEN

    • FILTER_ORDERITEM_UNBILLED_TRACKED

    • FILTER_ORDERITEM_GI_IN_PREVIOUS_MONTH

  • Variables

    • VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_CLOSED

    • VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_REALIZED

    • VAR_BILLING_DELAY_BASELINE

Change Summary - Version 1.1.1

Bug fix which prevented loading the Knowledge Model.

Change Summary - Version 1.1.2

Revised calculation of the current realized value.