Installing the object-centric Inventory Management Planning Parameter Optimization app (2024)

Open the Celonis Marketplace from the Celonis navigation menu, and search for all or part of the app’s name. You’ll probably see an original case-centric version of the app as well as the object-centric version. Only the object-centric version is suitable for object-centric process mining.

Select the Inventory Management Planning Parameter Optimization (object-centric) app to see its information page.

Select Request Access to request the app. Your request is forwarded to the product team. They’ll need 1-2 business days to validate your request with your account team, then they’ll give you access to the app and provide you with the setup guide for the custom object types and custom perspective.

When you’ve finished creating the custom object types and custom perspective, go back to the Celonis Marketplace and select Get it now to download the app.

In Celonis, choose a Studio space to install the app in. You can use an existing Studio space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.

Click Assign perspective when the app prompts you. This takes you to the Variables tab in the Settings view.

Select the Assign Data Model button, then search or browse for the custom Inventory Management perspective that you set up for the Inventory Management Planning Parameter Optimization app. Click Save to set the Data Model variable.

The Inventory Management Planning Parameter Optimization app needs publishing before configuration to create the profile views and augmented attributes. Select the Publish Package button to publish a version of the app.

Open the Material Insights view and the Safety Stock Validation view and validate that your data is shown. It might take a few seconds before all the tables are created. If you see “Table could not be found” errors, wait for a short time and then reload the page to see if they disappear. If they remain, you’ll need to fix this during app setup.

Use the Lead Time Settings view to select the calculation mode for lead times, and the Knowledge Model to configure the remaining variables for the app. See Configuring settings for the object-centric Inventory Management Planning Parameter Optimization app.

Check that the business logic used by the KPIs (key performance indicators) in the app’s Knowledge Model is correct for your business. Validating KPIs for the object-centric Inventory Management Planning Parameter Optimization app explains how, and lists the most important KPIs to check. You’ll need Analyst permissions for Studio and the Knowledge Model to modify any of the KPIs and their calculations.

Configure the tasks and actions for the app. Configuring tasks and actions for the object-centric Inventory Management Planning Parameter Optimization app tells you how, and explains what needs configuring.

If you want to customize the app’s views to change their look, fit your business process, or include custom attributes or relationships that you added to the Celonis object types used in the custom Inventory Management perspective, edit them in Studio. Editing views for the object-centric Inventory Management Planning Parameter Optimization app explains the process. You’ll need Analyst permissions for Studio and the views to modify them.

When you’re happy with your results, publish a version of the app. There's a Publish Package button at the top of all the screens in your Studio space.