Product Updates

Accounts Receivable Unearned Cash Discount App version 0.1.0 (2023-08-17) Identify cash discount misuse to stop revenue leakage (Limited Availability) Our new app for Accounts Receivable helps you identify and prioritize accounts that consistently take more cash discounts than applicable, so you can take action to prevent future revenue leakage. The Unearned Cash Discount App: Automatically reconciles cash discounts in customer payments against the applicable cash discount.Surfaces customer accounts with consistent cash discount misuse and high unearned cash discount volumes.Tracks changes in customer payment behavior and value realization by leveraging pre-built actions. The Unearned Cash Discount App is in Limited Availability status. If you want to try it out, ask your Celonis EMS contact, or request the app in the Marketplace.

Package templates to kickstart your app creation in Studio (Limited Availability) (2023-08-14) We’re making it very simple to get started in Studio. Our new package creation flow, currently in Limited Availability, provides package templates for the most common combinations of assets. When you start creating an app, you'll be offered preset templates to generate a preconfigured Studio package with typical assets for a use case, ready for you to edit. If you’re interested in trying this out, get in touch with us through servicedesk@celonis.com.

Support for object-centric process mining in Process Explorer (2023-08-11) Process Explorer now works with your object-centric perspectives. When you choose a perspective from your object-centric data model, Process Explorer automatically switches to multi-object mode, and shows the flows of the events that happen to each object type in a subway-style map. You can choose the object types that you want to include in the graph by selecting their projections. When an event type happens to more than one object type, Process Explorer merges these into a single node with a distinct count of the events. You can click on an activity node to see which object types are involved and filter on them. For the Process Explorer documentation, see Process Explorer.

Accounts Receivable Credit Management App version 1.0.21 (2023-08-11) Enhanced for greater compatibility with typical corporate policies We’ve added support for a parent-child credit account hierarchy, with transactions and sales orders views on the parent account level, and consolidated credit scoring and prioritization of the parent accounts.The app displays customer details in the local currency instead of the reporting currency.Users can now maintain multiple credit approval matrices, grouped by credit control area.The app now supports multi-level credit limit approval workflows and has extended support for parallel and sequential approval flows.We’ve added an email workflow to enable external approver actions.When you’re configuring a workflow, you can now use approval groups to assign multiple approvers to the same review at the same time.We’ve enhanced the configuration UI that business users (like Finance Controllers or senior Credit Team members) use to manage and change the Credit Approval DOA matrix.We’ve optimized the credit exposure calculations. For the app documentation, see Credit Management App.

JDBC Extractor version 2.84.0 and Streaming Connectors 1.29.0 (2023-08-10) This version of the JDBC Extractor adds support for Oracle CLOB (Character Large Object) and NCLOB (National Character Large Object) data types. Your Java version must be at least Java 17 for this version of the JDBC Extractor. If you haven’t upgraded yet, follow the steps in How do I update an on-premise extractor? We’ve also updated the Azure EventHub libraries used by our Streaming Connectors feature.

New enhanced Time Filter component in Studio (2023-08-10)The Time Filter component of Studio Views lets you navigate through time-based data and explore trends, patterns, and insights across different time periods. We’re replacing the existing component with a new component that has several advanced capabilities. You can select items quickly, choose ranges in days or months, and write your selection into a variable. All users will be migrated from the old component to the new component. For the documentation, see Time filter.

New Edit and View permissions for Data Pools (2023-08-07) We’ve added two new permissions layers for Data Pools for more granular control of user permissions. You can apply these permissions for an individual Data Pool using the Permissions option in the context menu (three vertical dots). You can also apply them for all Data Pools in a team by setting them for the Data Integration service in Admin & Settings.View Data Pool is a read-only mode where the user can see everything in the Data Pool, but can’t modify anything.Edit Data Pool is similar to the existing Manage Data Pool permission, except that the user can’t delete the Data Pool, and can’t manage the permissions for it. For the permissions documentation, see Data Integration Permissions.

More powerful filtering and easier set-up for builders in Views (2023-08-04) We’ve introduced filter chips that can be edited at any time and are optimized for their data type. You can find these in the central filter bar.You can let users filter on arbitrary attributes to create new insights and value.There’s now a case count to show how many cases you’ll get when you select a filter.We’ve improved merging of individual filter actions. For the filtering documentation, see Using temporary filters in Views.

Task Mining Desktop Application version 2.12.0 (2023-08-01) Communication improvements and URL retrieval support for Microsoft Edge in Internet Explorer mode We’ve added logging support to the Configuration Editor for improved debugging and monitoring.There’s a new automatic retry mechanism to counter configuration loading failures for inactive clients.The default mode for the Live Event Monitor is now set to Started, and we’ve added a button for users to clear the event grid quickly.When you set up the Task Mining Desktop Application with a custom on-premises Task Mining gateway, we now support multiple service principal names.You can configure the local port of the extension's web socket.The client now supports native URL retrieval for Microsoft Edge in Internet Explorer mode.We’ve enhanced communication performance between the client and the cloud service. Advisory: If you connect to Celonis EMS using a proxy, don't install this version of the Task Mining Desktop Application - you might not be able to connect. We'll fix this issue soon and get a hotfix out. See Task Mining for the client documentation.  

Accounts Receivable Cash App version 1.0.4 (2023-08-01) Accurately track and easily apply incoming payments (Limited Availability) The Accounts Receivable Cash App tracks your company-wide cashflow and key KPIs in real time, now with an executive overview to monitor the time taken to apply payments. You can streamline and automate cash application on open invoices, using the app's suggestions for matching invoices when it detects unapplied cash. The app integrates with your bank and your ERP system to let you process incoming remittances and payments manually or automatically.The Accounts Receivable Cash App is in Limited Availability status. If you want to try it out, ask your Celonis EMS contact, or request the app in the Marketplace.

Accounts Receivable Collection Lite App version 1.0.0 (2023-08-01) Sign up as an early adopter to get access to the new Collection Lite App - it's a quick way to check out the functionality of our premium Accounts Receivable Collection App before you set up the full version. The lightweight app shows collectors a prioritized list of accounts, and lets them access complete customer details including receivables, primary contacts, invoices, and the last activity performed. Users can add notes at customer and invoice level and capture promises to pay. There's also a Steering view with analytics for key collection KPIs.

Accounts Receivable Collection App version 1.0.21 (2023-08-01) We've added metadata to show which action was performed while uploading an attachment.There's a new activity metadata view that shows a snapshot of the action, aging, and transactions status while the action was performed.We've consolidated promise to pay capture and dispute creation for multiple invoices within one account. For the app documentation, see AR Collections App Installation. 

Shipping Emissions Reduction App version 3.0.0 (2023-07-26) Emissions benchmarking, simplified shipping type configuration, and centrally-hosted carbon engineThe new in-app benchmarking feature lets you analyze and compare the environmental impact of different shipping routes and shipping types. You can get an immediate emissions estimate for a new or changed route and visualize it on an interactive map.We’ve added an in-app configuration view to guide end users through customizing the settings of the carbon engine. You can choose basic settings such as primary transport modes (road, rail, air, or sea), and more granular settings such as fuel source and load type if you want, without needing to access the app’s backend or having technical knowledge of the setup.We've migrated the script for executing our carbon engine from your Machine Learning Workbench (MLWB) to the Celonis host. This lets us keep the emissions calculation continually updated with features and certifications, and simplifies your initial setup for the app. Important: If you’re migrating from an existing installation of the app, you’ll need to make changes to the app setup and permissions, the Knowledge Model configuration, and your data transformations, to move to the Celonis-hosted emissions calculation. You’ll likely need about an hour for doing this. See Shipping Emissions Reduction App for the app documentation. 

Studio: Select all rows for non-paginated tables (2024-07-25) The button to select all rows is now available when a table uses infinite scrolling. Previously the button was only available when a table used pagination, which is the default. There’s a limit of 3,000 rows in order to prevent issues with performance and loading time. If a user tries to use the button on a table with more rows, they’ll see a message telling them that they can’t. See Table for the table setup documentation.

Action Flow logs for auditing (2023-07-24)Administrators can now export execution logs for Action Flows from the Audit Logs interface. The details of actions that were triggered automatically by Action Flows are retained for 12 months. You can download them as a CSV file filtered by timeframe, app, and Action Flow to use for audit and investigations. See Viewing your audit logs for the instructions.

JDBC Extractor version 2.83.0 (2023-06-21) You can now resume extractions that hang from the last table, instead of restarting them. We’ve also upgraded the drivers for Snowflake (to 3.13.33), Athena (to 2.0.36), and IBM DB2 (to 11.5), and implemented TO_DATE functionality for Oracle filters.Your Java version must be at least Java 17 for this version of the JDBC Extractor. If you haven’t upgraded yet, follow the steps in How do I update an on-premise extractor?

Accounts Payable Starter Kit version 1.2.1 (2023-07-20) The Duplicate Invoices use case in the Accounts Payable Starter Kit now uses the latest backend algorithm for duplicate checking. The algorithm persists group information, lets a document be part of multiple groups, and handles configuration changes differently. For more about the algorithm, see Setting up the app in the Duplicate Checking app documentation. We've also included additional filters to better identify false positives. Important:To upgrade to this Starter Kit version, you'll need to get the latest algorithm enabled in your EMS team (if it hasn't already been enabled for the Duplicate Checking app). Create a service desk ticket if you need to activate the algorithm. The latest algorithm changes the table relationships in the Data Model, so the corresponding PQL structure changes. If you're using any customized PQL statements for the Duplicate Invoices use case, you'll need to migrate these manually to support the latest algorithm. The service team will tell you how. When you're upgrading, only update the package dependency after the latest algorithm has been enabled and you've published a stable package version. This ensures you can roll back to a package without unpublished changes if you need to.

Generate a URL-encoded mailto string in Studio (2023-07-19) When you’re setting up a Skill that uses the Mail to action to create a mailto link, we now assemble the URL-encoded string for you, so you don’t have to use an external link generator. Instead of a text box for the mailto string, you’ll get a form where you can enter the recipients (To, CC, and BCC), the email subject, and the email body in plain text. You can include dynamic variables in the form fields. We’ll calculate the character limit based on the URL-encoded version of your message as you go along, and warn you if you’re approaching the character limit. When you’ve finished, we’ll generate the URL-encoded mailto link for you and include it in the Skill.

Process Sphere: Improvements to edit mode(2023-07-19) You can now use all the filters when you’re in Process Sphere’s edit mode.When you’re editing an asset, the Enter edit mode button is disabled for other users. If they’re using the asset in view mode, they’ll see a message that you’re editing it. For the Process Sphere documentation, see Process Sphere.

JDBC Extractor version 2.82.0 (2023-07-19) We've recently upgraded to Java 17. From version 2.80.1 of the JDBC Extractor, you're required to upgrade your Java version to at least Java 17 to ensure compatibility and leverage the latest enhancements and security features.With version 2.82.0, we’ve removed some additional steps from the upgrade process. Follow these steps to upgrade your on-premise JDBC Extractor package and run the new version: Install Java 17 in your local environment.Update your environment settings to use Java 17 as the default Java version.Replace the existing connector-jdbc.jar file for the JDBC Extractor, with the new .jar file supplied with this release of the Extractor.Replace the existing CelonisJdbcExtractor.xml file for the JDBC Extractor, with the new version supplied with this release of the Extractor. For the upgrading documentation, see How do I update an on-premise extractor?.

Accounts Payable apps now available for object-centric process mining (2023-07-18) The most popular apps for Accounts Payable now have versions in the Celonis Marketplace that support object-centric process mining. The object-centric versions of the apps use the Accounts Payable perspective that’s supplied with our object-centric data model, or a custom Accounts Payable perspective that you have created in your team. The Payment Term Checker compares payment terms on posted invoices, purchase orders and vendor master data to identify unfavorable mismatches, helping you to improve free cash flow.The Open Credit Memo App lists open credit memos prioritized by realizable value, highlights those at risk of being written off, and supports you with clearing them by showing related open invoices.The Blocked Invoices App prioritizes your invoices to maximize realizable cash discounts and ensure on-time payment, and supports you to resolve blocks by highlighting the reasons for them. (The initial version of the object-centric app doesn’t support parked invoices.) As for the Accounts Payable Starter Kit, to use the object-centric versions of the apps, you’ll need a Celonis EMS subscription that includes object-centric process mining, and you’ll need to load the object-centric data model with your data and validate the Accounts Payable perspective. Talk to your Celonis Account Executive to find out more.

Business Miner: View individual cases in an Exploration (2023-07-14) You can now access the details of individual cases used in an Exploration, to help you find actionable cases. Click on the case table icon to open up the Case Explorer component, and select any case ID to see and search the full list of activities for it. The case table is filtered using the same filters you applied for the Exploration.  See About Explorations in the Business Miner documentation. 

Studio: Case Explorer - display, sort, and search cases (2023-07-14)The new Case Explorer component lists cases with the number of activities, first and last activity and their timestamps, and throughput time. You can display any extra columns that you have in your case tables. Select a case ID to see searchable details of all the activities.You can add Case Explorer to views in Studio, and Business Miner uses it when you view a specific case. Case Explorer supports multiple event logs - you can define which is the main event log. See Case Explorer for the documentation.

Starter Kit version for object-centric process mining (2023-07-14)  An Order Management Starter Kit version that supports object-centric process mining is available now from the Celonis Marketplace. The object-centric Order Management Starter Kit uses the Order Management perspective that’s supplied with our object-centric data model, or a custom Order Management perspective that you have created in your team. See Order Management Starter Kit - object-centric for the installation instructions. Before you set up the object-centric version of the Order Management Starter Kit, you’ll need to load the object-centric data model with your data and validate the Order Management perspective. The Starter Kit uses the objects and events that you’ve already built from your source system data and stored in the OCPM Data Pool. To get started, see Quickstart: Extract and transform your data into objects and events. To use this version of the Starter Kit, you'll need a Celonis EMS subscription that includes object-centric process mining. If you can't see the Data > Objects and Events option in your Celonis environment, your team doesn't have this feature yet. Talk to your Celonis Account Executive to find out more.

Intelligence API version 1.7.0 (2023-07-12) We’ve increased the maximum number of allowed fields for a request in the EMS knowledge model, from 20 to 200 (see Intelligence API Features).The operands OR, AND, NOT and logical grouping can now be used in filter expressions (see Intelligence API Features).We’ve added a new error 400 relating to Knowledge Model attributes and augmented attributes with the same name (see Intelligence API Error Catalog).The response for the Knowledge Model list endpoint now includes the published date and timezone (see Get a list of KMs).