Validating KPIs for the object-centric Shipped Not Invoiced app
In the Shipped Not Invoiced app’s Knowledge Model “Knowledge Model - Shipped Not Invoiced”, check that all the KPIs (key performance indicators) contain the correct business logic for your organization.
The main Knowledge Model for the Shipped Not Invoiced app is “Knowledge Model - Shipped Not Invoiced”, which is in the app’s Knowledge Models folder. Work with this Knowledge Model to validate and change KPIs. “Knowledge Model - Shipped Not Invoiced” points to the base Knowledge Model stored in the Celonis Marketplace, which you can’t update directly. Changes that you make to the PQL formulas, KPI names, or formatting in “Knowledge Model - Shipped Not Invoiced” override the base Knowledge Model.
“Knowledge Model - User Guide” is in the folder User Guide > Knowledge Models. The User Guide’s Knowledge Model extends “Knowledge Model - Shipped Not Invoiced” and picks up your changes to that model automatically, so you don’t need to validate the KPIs again. You normally only need to work with “Knowledge Model - User Guide” if you want to add something extra in the User Guide that won’t appear in the Action View.
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 app. 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 “Knowledge Model - Shipped Not Invoiced”:
In the Celonis navigation menu, select Studio.
Find the Shipped Not Invoiced app in your Studio space navigation.
Expand the package’s structure using the arrow.
Go to the Knowledge Models folder and select “Knowledge Model - Shipped Not Invoiced”.
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.
When you’ve made changes to the KPIs, use the Publish Package button at the top of the screen in your Studio space to publish a new version of the app.
For the Shipped Not Invoiced app, you can manage the settings for most of the important KPIs using the Validation and Value Assessment view and Settings view. An important pair of KPIs that you can only manage in the Knowledge Model is:
FORMULA_DELIVERYITEM_CALC_UNBILLED_ITEM_PRIORITIZATION
FORMULA_DELIVERYITEM_CALC_UNBILLED_ITEM_PRIORITIZATION_SCORE
These KPIs define how items are prioritized in the Action View. With the default settings, prioritization for items is based on the value impact. For aged items, this is the item's full value. For past due items, the prioritization score is based on the annualized working capital impact of not invoicing the item for an additional day. A priority icon is assigned according to whether the value exceeds the first quartile (low), second quartile (medium), or third quartile (high) of the realizable value.