Celonis Product Documentation

We've activated advanced filters to allow business users to add their own filters to the Action View in Apps.

We've removed some quick-filters in the Validation and Value Assessment View which were not used by users.

We've updated the realized value calculation of cash flow freed up from reducing the time to bill. You'll find the details in the Settings and User Guide views.

We've split the realized value KPI into its components FCF and P&L.

We've added a category for cases that were billed before the goods issue.

We've added a chart with historic weighted billing delay for easier baseline setting.

We've added infinite scrolling to the table in the Action View.

You can now bulk update comments and status values from the table in the Action View faster.

PQL process reference operators are now used to reference activity and case tables.

The realized value calculation of the FCF impact now weighs the time-to-bill by the items' net order value.

Returned orders can now be excluded by specifying an activity by which items are excluded in the Settings View.

Timeline columns (specified with TIMELINE_COLUMN) which were previously defined on the sales order item record were moved to the KPIs section of the Knowledge Model.

The formula FORMULA_ORDERITEM_CLASSIFICATION_BILLING_STATUS_DETAILED was removed. Its logic is now included in FORMULA_ORDERITEM_CLASSIFICATION_BILLING_STATUS.

These billing categories were renamed:

These variables were renamed or removed:

Added the option to specify a value tracking start date in the Settings view (in the Value calculation section). With this change, the KPIs "Cumulative realized value" and "Current realized value" only consider value realized after the specified date.

Fixed a minor bug which prevented certain user settings being displayed in the closed tab's chart.

Added an integrated User Guide which allows new app users to onboard quickly by exploring the app's functionalities in an interactive way. The User Guide is a view that can be accessed via the package tree. All assets for the User Guide are bundled in the folder User Guide. If your package key differs from order-management-shipped-not-invoiced-store, update the Knowledge Model Key variable VAR_KNOWLEDGE_MODEL_KEY in "Knowledge Model - User Guide".

Restructured the Settings view to include the sections Unbilled items definition, Billing relevant items, and Value calculation.

The closed item tab now contains billed items independent of whether they were processed in the app or not. The open item tab now also includes "Due" items.

Added aggregated data component in the closed item tab, comprising a breakdown table and a chart with the 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.

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. Categorization is done based on the value exceeding quantile values of the value of billing the item (> 0.75th quantile is high, > 0.5th quantile is medium, > 0.25th quantile is low).

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

The SALES_ORDER_ITEM record in the Knowledge Model has additional attributes TIME_TO_BILL, UNBILLED_STATUS_CLOSED, BILLING_RELEVANCE_CODE, and multiple other attributes for chart aggregations. Default values were added for the augmented attribute UNBILLED_STATUS.

These KPIs were added to the Knowledge Model: 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, and FORMULA_ORDERITEM_PARAMETER_CREATION_DATE.

The KPI FORMULA_ORDERITEM_INDICATOR_UNBILLED_OPEN is now using FORMULA_ORDERITEM_INDICATOR_UNBILLED_USER_REJECTED.

These KPIs were removed from the Knowledge Model: 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), and FORMULA_ORDERITEM_CALC_BILLING_DELAY (available from Starter Kit).

The filter FILTER_ORDERITEM_NOT_REJECTED was added to the Knowledge Model.

These filters were removed from the Knowledge Model: FILTER_ORDERITEM_UNBILLED_CLOSED, FILTER_ORDERITEM_UNBILLED_OPEN, FILTER_ORDERITEM_UNBILLED_TRACKED, and FILTER_ORDERITEM_GI_IN_PREVIOUS_MONTH.

These variables were added to the Knowledge Model: VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_REJECTED, VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_IN_PROGRESS, VAR_TIME_TO_BILL_BASELINE.

These variables were removed from the Knowledge Model: VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_CLOSED, VAR_AUG_ATTR_VALUES_UNBILLED_STATUS_REALIZED, and VAR_BILLING_DELAY_BASELINE.

The custom object CO_DISPLAYRULE_UNBILLED_STATUS_CLOSED was added to the Knowledge Model, along with various objects for the settings of the chart in the closed tab.

The custom object CO_DISPLAYRULE_ORDERITEM_PRIORITY was updated.

The action ACTION_ORDERITEM_UPDATE_UNBILLED_STATUS now has a filter to only apply for open items.

The action ACTION_ORDERITEM_SEND_EMAIL now passes the sales order number and position.