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Celonis Product Documentation

Update Guide and Release Notes

This page stores all information on updates to the Open Order Processing application starting with version 2.0.

We encourage you to update your application on a regular cadence 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 new version of Open Order Processing.

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

This version comes with the new design system that was introduced at the Celosphere 2022. In Version 2.0 the app provides simplified user interfaces and improved user flows.

Important

Breaking Changes Version 2.0 comes with a breaking change for customers using the app on earlier versions. To handle this, customers with an existing implementation just need to overwrite the record identifier of ORDER in your extension. New installations do not need any special considerations. Look into this video for further information on how to identify and fix the issue.

 

What has changed?

  • The new filter bar brings all dropdowns and quick filters to one central place that can be collapsed.

  • Collapsible components in the team lead view allow a flexible adjustment of the view. By collapsing the central components you get more space for execution.

  • This simplification of the team lead view replaces the user view which will be discontinued from this update on.

  • Small adjustments are done within the Knowledge Model and the charts show now dimensions based on the KPI tile that is selected.

What to pay attention to?

This whole update comes with some major changes that require precautions when customizations are in place.

  • View Permissions: If you restricted access to the Team Lead and User View you must now provide access to the new Open Order Processing View for all users.

  • Custom table columns: The sales order table is integrated into the main view and the separate view will be removed in the next update. Please bring your customizations from the sales order table view to the component in the team lead view.

  • Custom dropdowns above the sales order table: These will be removed in this version. However, you can still find the fields that you entered manually in the code editor of the sales order table view. Copy the fields to the filter bar view.

  • Additional buttons in the header: If you added new button components, these will stay. However, we encourage you to transfer them to the filter bar for a streamlined experience. If you added the buttons to existing button lists these should have disappeared but similar to the dropdowns can be transferred to the filter bar from the code editor of the view.

  • Additional quick filters: This affects additional quick filters on the due date and on inefficiencies in the user view, and behaves similarly to buttons.

  • Finalize the update: Upon finishing the update you can delete the User View and Sales Order Table view that are not used anymore. Additionally, rename the Team Lead View to Open Order Processing to indicate this as the one central view.

  • Customized Inefficiencies: After updating the app you will see that the column header in the collapsible tables changes depending on the selected KPI. If you have custom inefficiencies in place, these must be adjusted accordingly. Please add the following code to each inefficiency similar to the standard inefficiencies.

    - kpiId: KPI_BLOCKED_ORDERS
              impactCalculation: IMPACT_ABSOLUTE_RATIO
            - kpiId: KPI_OVERDUE_ORDERS
              impactCalculation: IMPACT_ABSOLUTE_RATIO
            - kpiId: KPI_INCOMPLETE_ORDERS
              impactCalculation: IMPACT_ABSOLUTE_RATIO

How to work with the filter bar?

The Filter Bar is a central view that stores all quick filters and dropdowns and is embedded in the operational view. If you want to add components, please familiarize yourself with the structure of this view. Each dropdown and quick filter belongs in a separate section. This ensures the vertical layout.

This update stores all variables and filters relevant for filtering on open orders at one central place. This enhances the Knowledge Model by removing redundant filters & variables and simplifies any upcoming update process.

Explanation

The new global filter is FILTER_OPEN_ORDER_ITEM. This includes the VARIABLE_OPEN_ORDER_ITEM that filters for open order items (VBAP) and the order type classification. The VARIABLE_OPEN_ORDER_ITEM also contains the logic that was previously used in the FILTER_NO_REJECTION.

Instructions

Open the Knowledge Model in the Code Editor and activate edit mode. If you see the VARIABLE_OPEN_ORDERS, VARIABLE_ORDER_TYPE, or FILTER_NO_REJECTION in the edit mode, this means that you customized the formulas. Please transfer the logic to the VARIABLE_OPEN_ORDER_ITEM. Pay attention that the new logic is on the order item level and the VARIABLE_OPEN_ORDER_ITEM used to be on the order level (VBAK). Afterwards, discard the entries that are listed below as removed from your knowledge model.

What has changed?

  • VARIABLE_OPEN_ORDER_ITEM

  • FILTER_OPEN_ORDER_ITEM

What was removed?

  • VARIABLE_OPEN_ORDERS

  • FILTER_OPEN_ORDER

  • VARIABLE_ORDER_TYPE

  • FILTER_NO_REJECTION

This update improved the stability of the Knowledge Model when data issues occur. At some customer systems, we could see block indicators that contain whitespace rather than being completely empty. This triggered the formulas in the knowledge model falsely.

Instructions

There is not much to worry about. However, if you did customize the formulas mentioned below, you must add the statement: OR RTRIM(LTRIM(TABLE.FIELD)) = '' to each of them. Additionally, you might want to add this security measure to all other formulas that you created additionally and that contain the line ISNULL(TABLE.FIELD) = 1.

What has changed?

  • VALUE_CONVERTED

  • FORMULA_BILLING_BLOCK

  • FORMULA_DELIVERY_BLOCK

  • FORMULA_DELIVERY_BLOCK_SCHEDULE_LINE_ITEM

  • FORMULA_OVERDUE_MISSING_INVOICE_ITEM

  • FILTER_DUE_THIS_MONTH

  • VARIABLE_DATE_DELIVERY_DATE

  • VARIABLE_OPEN_ORDER_ITEM

  • TRADING_PARTNER