Product Updates

Material Allocation App (object-centric) version 1.0.0 (2024-02-22) Understand excess supply and uncovered demand and find inventory reallocation opportunities (General Availability) Our object-centric Material Allocation app for Inventory Management is now in General Availability status. The Material Allocation app uses constraint-based optimization and insights generated with object-centric process mining to identify opportunities for working capital optimization, through moving existing inventory from where it is not needed to where it is needed the most. The calculations take labor or transportation cost into account as well as any additional constraints specific to your business. Use the Bill of Material Explosion and Inventory Projection features to evaluate the impact and feasibility of your proposed re-allocations. The object-centric Material Allocation app is the successor to the case-centric Material Shortages app, which is now deprecated. The Material Allocation app is a premium app, and is subject to an additional licensing fee. Talk to your Celonis account team to arrange this before you download the app. To use the Material Allocation app you’ll need a Celonis license that includes object-centric process mining. The app needs some additional custom object types to enable its use cases, so you’ll need to create a custom Inventory Management perspective to use with the app in place of the supplied perspective. When you request the app in Marketplace we’ll provide a step-by-step guide for you to do this. For the app documentation, see Material Allocation app - object-centric.

Inventory Management Control Center, Master Data Improvement, and Starter Kit (object-centric), version 1.4.0 (2024-02-22) Streamlined calculations and enhanced quantity and currency conversion Version 1.2.0 of these apps, released mid-January, was an early release to fix an issue with attribute references exceeding the platform’s character limit. We also streamlined the calculation for purchase and production lead times to reduce nesting, moved calculations for averages earlier in the process so they needn’t be duplicated, and combined some KPIs that were only used once in the Knowledge Model and weren’t used in views. In version 1.3.0, released on 6 February, we updated the Quantity Conversion KPIs with the new QUANTITY_CONVERT PQL operator, and appended the existing Currency Conversion KPIs with enhanced operator syntax. Version 1.4.0 updates the object types, event types, and relationships from the Celonis catalog to be compatible with version 1.1.0 of the catalog. Upgrade the apps to version 1.4.0 to keep them in line with our updates to the Celonis catalog types. If you’ve extended any of the Celonis object types and event types, we’ll apply your extensions to the updated types. If you’ve replaced any of the Celonis object types and event types with custom equivalents, we won’t make any updates to those. If you find you have two exact copies of a relationship, a custom one and a catalog one, delete the custom one in each case. For the upgrade instructions, see Updating the object-centric Inventory Management Starter Kit.

Transformation Hub (2024-02-16) Add historical value to an opportunityIn Transformation Hub, you can now add and edit value that was already realized before you created an opportunity, or before the opportunity went live. Scroll to the end of the opportunity, and click Add to include historical realized value. Enter the amount of value and the estimated timeframe when it was realized, then click Save to add it to the opportunity.You can add historical value to opportunities in both Draft and Live status - so you can use any value you realized before Transformation Hub was launched or before you created the opportunity there, including value recorded in other tools like spreadsheets, or value based on data that's no longer in Celonis. With this functionality, Transformation Hub's Value Report can now be a single source of truth that showcases all the value realized over the opportunity's lifetime - perfect for sharing with business stakeholders.  For the feature documentation, see Setting up Transformation Hub. 

JDBC Extractor version 2.91.5 (2024-02-16) Optimizer hints for Oracle databasesIn this version of the JDBC Extractor we’ve added support for optimizer hints while extracting data from Oracle databases. We’ve also unified the three metadata retrieval approaches so that they all return consistent information. There’s some library updates, and our Windows installer executable is now signed with a Celonis certificate. For the instructions to update, see Installing and updating the on-premise JDBC extractor.

Oracle Fusion BICC Extractor (2024-02-15) Extract from an OCI Object Storage bucket (Limited Availability) The Oracle Fusion BICC Extractor can now pick up files from an Oracle Cloud Infrastructure (OCI) Object Storage bucket, as an alternative to Oracle UCM. You'll need a new or existing storage bucket that BICC connects to, and a user to authenticate with. For the instructions, see Oracle Fusion BICC extractor. The BICC Extractor is in Limited Availability status. To get access as an early adopter, ask your Celonis point of contact.

Get started with a flat file using Quickstarts in Business Miner (2024-02-15) With the help of our Quickstarts, you can now get started with Business Miner even if you don't have access to a Data Model, by uploading a flat file. When you've uploaded the data, we'll transform it and create a Data Model and Process Workspace for you, so you can get on with exploring your process. When you're creating a Process Workspace, pick one of the additional options in the Data Model selection step to upload flat files from SAP or Oracle, or upload a CSV file or Microsoft Excel spreadsheet, or link a Google Sheet with an event log. For SAP and Oracle, if you don’t have the flat files, we’ll provide you with an extractor that you can run to produce the data you need. For the Business Miner documentation, see Business Miner.

Workforce Productivity (powered by Task Mining) (2024-02-13) Custom labeling for your Task Mining data (General Availability) After our successful Limited Availability phase, we’re giving all customers of Workforce Productivity (powered by Task Mining) access to our no-code label editor to create custom labels for processed Task Mining data. Since the LA release, we’ve added a new user interface for previewing your labels. From 7 February, whenever you create a new project, you’ll be able to use custom labels to apply your own readable and meaningful application and screen names. We've also reduced the number of default labels, and reformatted and reviewed them for quality. You can create and manage labeling rules in the no-code editor. Your existing projects will keep their data processing strategy and labels. For the documentation for labels, see Label Editor.

Improved retry and duplicate removal ServiceNow Extractor (2024-02-12) We’ve made some improvements to the ServiceNow Extractor’s behavior in two areas: If fewer records than expected are retrieved from the API, because of row-level permissions on specific tables, the Extractor no longer retries the specific requests. You’ll see a significant improvement to the extraction time in this situation - previously the Extractor was retrying five times with a one minute wait in between.When the rolling page size is set to 0 (the default is 5), the Extractor now removes duplicate records during the ingestion process as well. You don’t have to make any changes to get these benefits - we’ll apply them for your existing extractions. For the Extractor documentation, see ServiceNow Connection. 

Export data from table components (Limited Availability Program for Studio) (2024-02-09) When you create a table component in the new Studio experience, you can choose the new interaction option Allow exporting from table to let your end users export the data they see in the table. They can choose from two file formats, a Microsoft Excel spreadsheet (.xlsx) or comma-separated values (.csv). For the instructions to set this up, see Configuring tables.

Duplicate Invoice Checker (case-centric) version 2.2.0 (2024-02-09) Customize the duplicate checking algorithm Algorithm customization is generally available with this release of the Duplicate Invoice Checker. Everyone can now customize the duplicate checking algorithm in the app's Knowledge Model to define custom patterns that determine a match. You can specify the columns that are checked for each pattern, perform multiple exact and fuzzy matches in the same pattern, and adjust the sensitivity parameters for fuzzy matches. We've also made a number of other smaller enhancements with this release, including adding more details about invoices in the profile view, and some improvements in the Knowledge Model. For the app documentation, see Duplicate Invoice Checker.

Global search on the Objects and Events Dashboard (2024-02-09) We’ve added a global search function to the Dashboard that lets you search across all the entities in your object-centric data model - object types, event types, transformations, and perspectives. You can use it to locate entities when you aren’t sure whether they’re objects or events, and to find all the entities containing a specific keyword. Click on any search result to go to the appropriate area of the Objects and Events environment and view the details of the entity. To get to the Dashboard, in the Celonis navigation bar, select Data > Objects and Events, then select Dashboard in the top navigation bar. For the object-centric process mining documentation, go to Object-centric process mining overview.

Simpler modeling for relationships for object-centric process mining (2024-02-08) We've redesigned the Objects and Events user interface to give you more guidance when you're modeling custom object to object relationships and event to object relationships:The list of relationships for an object is now divided into outgoing relationships, where the foreign key or join table is to be implemented on this object, and incoming relationships, where the foreign key or join table is to be implemented on the other object. You can click any relationship to view the implementation details and the location of the transformation. You can also show inactive relationships that the object has for processes that you haven’t enabled yet.When you create a relationship between two object types, we now automatically create the relationship in the other direction as well. If you don't want a bidirectional relationship, you can delete it.We've combined the options for the relationship's cardinality with the choice of where and how to handle the relationship data in your transformations, so it's clearer what to choose and what you'll need to do afterwards. Your choices for the cardinality of a custom relationship are now many to one (m:1), one to many (1:m), many to many (m:n) with the relationship table as a join table on the source object, or many to many (m:n) with a join table on the target object. We've removed the choice of a one to one (1:1) relationship, as the object-centric data model and the underlying database don't enforce uniqueness of a foreign key. Any custom one to one relationships already in your object types will continue to exist. For the modeling documentation, see Modeling objects and events. 

Export an Exploration as a Studio package (2024-02-07) If you want to go deeper into the details of an Exploration in Business Miner, you can now convert it into a Studio package. As long as you have permission to create packages in Studio, you can select Export to Studio in Business Miner, pick a Studio space, and name the new package. You'll get a view for each question, and a Knowledge Model with all the definitions, which you can edit and extend like any other Studio package. For the instructions, see Export to Studio. NoteAt the moment, packages exported from Business Miner use Studio’s general availability feature set. We’re working on letting you export to the new Studio experience - when that’s ready, if you’re part of the Limited Availability Program for Studio, the Export to Studio button will create a package using the new feature set.

Unshipped Orders app (case-centric) version 1.0.0 (2024-02-01) Manage deliveries that are past the delivery date (Limited Availability) Our new Unshipped Orders app lets you identify and manage deliveries that are still in your distribution centers waiting to be shipped past the planned delivery date. Deliveries in this state (which can total millions of dollars' worth) lead to unrealized revenue, blocked warehouse spaces, and declining customer satisfaction. To mitigate these challenges, the Unshipped Orders app helps warehouse managers and customer sales representatives to take action on overdue deliveries, such as contacting customers or carriers to expedite the transport process, canceling orders to unblock blocked materials, or effectively processing materials where they are stuck, for a fast and direct financial impact. For the full documentation, see Unshipped Orders app - case-centric. The Unshipped Orders app is built for the case-centric version of the Order Management business process. You can download it from the Celonis Marketplace - it’s in Limited Availability status, so click Request Access to request the package. When we’ve approved your request, go back to Marketplace, and the button will say Get it now, so you can download the package.

User locking policy now on Users page (2024-01-30) We’ve moved the user locking policy feature to the main Users page in Admin and Settings, so you can manage your users from a single location. The Users page now has a User locking policy button for you to enable and configure the user locking policy, and the new field Period of inactivity shows the inactive days for each user. Your existing settings for the user locking policy stay as they were, and you don’t need to reapply them. For the documentation, see User locking policy.  The User locking policy page in the Admin and Settings menu now redirects you to the Users page, and we’ll take it out of the menu after a three-month transition period.

JDBC Extractor version 2.89.0 and version 2.90.0 (2024-01-11 and 2024-01-26) Improved memory managementFor version 2.89.0 of the JDBC Extractor, we optimized memory allocations during data extraction, and fixed an issue with Microsoft SQL Server extraction for tables with clustered columnstore indexes. Version 2.90.0 has some additional bug fixes, including one for Databricks extraction issues. Go ahead and upgrade straight to version 2.90.0. For the instructions to update, see Installing and updating the on-premise JDBC extractor.

Data Push API version 1.0.0 (2024-01-23) Transfer data into the Celonis platform using micro-batches Our new Data Push API provides an easy way to transfer data into the Celonis platform through the use of micro-batches. Once the data has been transferred into the platform, you can transform, analyze and work with it as you would using an extractor.In the initial release, you can use this REST API to make authenticated requests for: Creating new Data Push jobsMonitoring Data Push jobs that are currently runningAdding chunks to an existing Data Push jobViewing the contents of a Data Push jobMaintaining Data Push jobs (execute, cancel, delete, check status) The Data Push API is available at https://developer.celonis.com, our developer portal for API documentation.

Connectors for Microsoft Dynamics 365, version 1.0 (Limited Availability) (2024-01-17) We’ve created beta versions of connectors for Microsoft Dynamics 365 for the Order To Cash and Purchase To Pay processes. The connectors work with the updated Microsoft Dynamics 365 cloud extractor. If you want to try them out, you can request them from the Celonis Marketplace.

Smart ETL now available for schedules (2024-01-17) The Smart Schedules feature extends our smart ETL functionality to a whole Schedule. We'll calculate an optimal execution order before the run starts, across all the Data Jobs and their extractions, transformations, and Data Models included in the Schedule. Then we'll run multiple Data Jobs in parallel, and start transformations while unrelated tables are still loading. We’ll automatically enable Smart Scheduling for all of your Schedules as soon as it rolls out in your Celonis platform instance. If you want to switch it off again, click the context menu (three dots) for the Schedule, select Execution Settings, and use the slider Enable optimized execution of Schedules. For the full instructions, see Schedules.

Make Schedules trigger other Schedules from any Data Pool (2024-01-16)If you have trigger-based schedules enabled in your Celonis team, you can now use Schedules from other Data Pools as a scheduling trigger, and orchestrate your Schedules across the whole team. For the instructions to use the feature (or to get it enabled), see Schedules.

Open Credit Memo App (case-centric) version 2.0.0 (2024-01-16)Invoice matching, enhanced credit memo details view, and alternative value realization We’ve added an invoice matching feature - if there’s an invoice with a similar rounded amount to a credit memo, the app highlights it. As well as the invoice matching feature, the Credit Memo Details profile view now includes more actions and a redesigned vendor overview, which lets users choose to view documents by company code or by vendor name.We’ve redesigned the Validation and Value assessment view for easier and faster configuration, including an alternative value realization method that doesn’t require the augmented credit memo status. ImportantSome views and Knowledge Model assets are removed or renamed in this version of the app. You’ll need to transfer any customizations you made to them in previous versions, to the equivalent views and Knowledge Model assets in the new version. Updating the case-centric Open Credit Memo app lists the changes and where to apply your customizations in version 2.0.0. To avoid downtime for your end users but still keep your augmented attributes and transactional activity history, we recommend that you install the new version separately, transfer your customizations to that package, then copy it over the old package, following the linked instructions. 

Update augmented attributes in tables using actions (Limited Availability Program for Studio) (2024-01-15)As part of the new Studio experience, when you’re interacting with augmented attributes in a published view, you can now update their values in real time. When you select an attribute, a customizable button appears above the table, offering an action to update the augmented attribute. For the instructions, see Actions.

Changes to Extractor Builder (2024-01-12) New Microsoft Dynamics 365 F&O template and updates to SAP S/4HANA Public Cloud template We’ve published a new template that you can use to create a connection to Microsoft Dynamics 365 Finance & Operations, using the OData APIs.We’ve updated the template for connecting to SAP S/4HANA Public Cloud to correct the data types for a number of columns, which makes them compatible with transformations in the process connectors. To use the templates, when you’re connecting to a data source, go to the Custom section and select the Build custom connection tile, then pick Customize a Celonis Extractor. The documentation is at Extractor Builder.

Coupa Extractor (2024-01-12) Change of primary keys for revision tables Previously the Extractor was using the “id” column as the default primary key for revision tables, which wasn’t right. We’ve corrected it to use the “revision-record_id” column, which means you can properly link and join the parent and child revision tables through this column.Delta loads of the affected child revision tables will fail following this update, because the primary key of the parent table is added in its child table. To prevent this, enable the option Include metadata changes in the extraction settings, or carry out a full data extraction next time in place of a delta load. After that, your delta loads will work correctly again - although you’ll notice a difference in the records they load, because they’re now based on the corrected primary key column.These tables are affected by the primary key change: purchase_order_revisions (parent) and purchase_order_revision_order_lines (child)invoice_revision_records (parent) and invoice_revision_records_invoice_lines (child)order_revision_records (parent) and order_revision_records_order_lines (child)requisition_revision_records (parent) and requisition_revision_records_requisition_lines (child)revision_records_invoiceheader (nested child table of the object)revision_records_orderheader (nested child table of the object)revision_records_requisitionheader (nested child table of the object) 

Copy and paste components in Views (Limited Availability Program for Studio) (2024-01-11) When you’re working with the new Studio experience, you can now copy and paste components within and across Views. View components tells you how to add and edit components in the new Studio experience, and what components are available. For all the changes and new capabilities in the Limited Availability Program for Studio, see Studio (new experience).