Validating KPIs for the object-centric Order Management Starter Kit
In the Order Management Starter Kit’s Knowledge Model, check that all the KPIs (key performance indicators) contain the correct business logic for your organization.
The main Knowledge Model for the Order Management Starter Kit is called “Knowledge Model”. Work with this Knowledge Model to validate and change KPIs. “Knowledge Model” points to the base Knowledge Model stored in the Celonis Marketplace, which you can’t update directly from the YAML code. Changes that you make to the PQL formulas, KPI names, or formatting in the Starter Kit’s Knowledge Model override the base Knowledge Model.
Each KPI in a Knowledge Model contains a PQL (Process Query Language) formula. Some KPIs are reused inside other KPIs as nested formulas. When you adjust the business logic in a single formula, and save it, the change is simultaneously reflected in all the KPIs that reuse the formula.
You work with Knowledge Models in Studio, and any changes you make are applied when you publish a new version of the Starter Kit. You’ll need Analyst permissions on Studio and the Knowledge Model to modify any of the KPIs and their calculations. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
Here’s how to work with the KPIs in the Starter Kit’s Knowledge Model:
In the Celonis Platform navigation menu, select Studio.
In the Studio overview, find the Order Management Starter Kit in the space where you installed it, and click its tile.
Select the Knowledge Model.
Select the KPIs section of the Knowledge Model.
You can sort and search the KPIs using their name or ID. The prefix to the ID shows what type of component they are. At the end of these instructions, we’ve noted the most important KPIs to check.
To see and edit the full PQL formula and other settings for a KPI, click its row to open an editor. The editor automatically validates any changes that you make in the PQL formula.
If you want a fuller-featured PQL editor that lets you select from the tables and columns in your data, click on the pen icon next to the PQL formula.
If you need to disable a KPI or formula, click the three vertical dots at the top of the editor, and select Disable Scope, then click Disable to confirm. When you do this, the object can't be accessed or used anywhere in the package, including by other apps that depend on it.
If you update the business logic for a KPI or the variables it uses, update the documentation for business users to reflect your changes. You can find the built-in documentation for your Starter Kit's KPIs in your Studio Space navigation. It's in the folder Documentation > KPI Documentation.
When you’ve made changes to the KPIs, use the Publish button at the top of the screen in your Studio Space to publish a new version of the Starter Kit.
Here are the most important KPIs to check for the Order Management Starter Kit:
KPI name | KPI ID |
|---|---|
Formula - Delivery Block Business Logic | FORMULA_ORDER_INDICATOR_DELIVERY_BLOCK_BUSINESS_LOGIC |
Formula - Billing Block Business Logic | FORMULA_ORDER_INDICATOR_BILLING_BLOCK_BUSINESS_LOGIC |
Formula - Credit Block Business Logic | FORMULA_ORDER_INDICATOR_CREDIT_BLOCK_BUSINESS_LOGIC |
Formula - order is touchless | FORMULA_ORDER_INDICATOR_ORDER_IS_TOUCHLESS |
Formula - Item Billing Status | FORMULA_ORDERITEM_CLASSIFICATION_BILLING_STATUS |
Formula - order item is rejected | FORMULA_ORDERITEM_INDICATOR_IS_REJECTED |
Formula - Classification on-time delivery | FORMULA_ORDERITEM_CLASSIFICATION_OTD |