CSM Channel Orders - Anatomy of the Order

Overview

A CSM Channel Order is CSM's own record of an order as the sales channel reported it. It is not a Business Central sales document. CSM holds the channel's version of the order, then creates and tracks the Business Central documents that fulfill it.

Every field on the order reflects channel data unless its caption says otherwise. Item numbers, prices, taxes, and addresses are what the channel sent, not what Business Central calculated.

Select an order inside of the CSM Channel Orders list and let's go through the sections (some of these values exist in the CSM Channel Orders list but we're going to go through the CSM Channel Order):

General FastTab

Shipping FastTab

Channel Shipping Method, the service level name and description, item counts shipped and unshipped, ship and delivery date windows, weight, and a nested Ship To Address group. These feed the ship-to address on the Business Central sales order.

Invoicing FastTab

Currency Code and Channel Payment Method, plus two nested groups:

• Billing Address — the channel bill-to address
• Amounts — Tax Included In Price, order-level shipping charge and its tax, shipping discount, order-level discount code and amount, other charges and their tax, Channel Order Total, and Order Total Tax

B2B FastTab

The purchasing entity block for B2B orders: company ID and name, contact ID and title, location ID and name, location tax ID, and the buyer's customer ID, email, and name.

Channel Data FastTab

Read-only channel state — Channel Status Value, Channel Payment Status, Channel Fulfillment Status — plus Channel Customer Code, Guest Customer, Seller Order ID, Fulfillment Channel, Store and Marketplace identifiers, Channel Order Type, the Prime / Premium / Business Order flags, Purchase Order Number, and Cancel Reason.

Refund Information FastTab

Refund Status (None, Pending, Complete), Refund Reference, and Sales Return Status (None, Open, Released, Posted).

Information FastTab

Timestamps and housekeeping: purchase, payment, closed, and cancelled timestamps; Last Source Update and Last Import Update; who imported it and when; the acknowledgement fields; and Last API Message Processed, which drills through to the API message that last touched the order.

Status Text also lives here. It is the order's only message field — success notes, error text, and rule denials all land in it, and it is editable.

Sales Channel Order Statistics FactBox

Shows Outstanding SO Amount, Total Amt. Invoiced, Posted Shipments, Outstanding Return Order Amount, Posted Return Receipts, Outstanding Credit Amount, Total Amt. Credited, and the customer. Every figure drills through to the underlying Business Central documents.

How CSM Order Status is Set

CSM Order Status is never set directly. It is the output of the CSM Order Status matrix, a per-channel lookup table. For each order CSM combines four inputs:

• Channel Status — the channel's own status value
• BC Order Status — recalculated first from the linked Business Central document and its posted shipments
• Balanced — Equal, Header Is Less, Header Is More, or Lines Are Zero, from comparing the sum of the lines plus order-level charges against Channel Order Total
• Existing Order — whether CSM already had this order

The matching matrix row supplies the Implied Order Status, which becomes the new CSM Order Status. A row can also specify No Status Change to leave it alone, and can fire a trigger.

The order goes to Error with a Status Text naming the exact combination that was not found and telling you to add it to the CSM Order Status matrix. This is a setup gap, not a data problem — open CSM Order Status and add the row.

An order whose purchase timestamp predates the sales channel's Start Processing Date Time is forced to Complete and never processed, with a Status Text saying so.

Channel Order Lines

Lines hold the channel's view of what was bought: Channel Item No. and description, Quantity, Item Price and Item Tax, shipping price and tax, gift wrap price and tax, promotion discounts and IDs, delivery dates and instructions, and Line Total Amount.

Line Total Amount is calculated as quantity × item price, plus item tax, shipping price and tax, and gift wrap price and tax, less the item and shipping promotion discounts. This is what the balanced check sums.

The Order Line Options action on a line shows the channel extras — product options, applied discounts, tax jurisdictions — as name/value pairs.

How Channel Items Resolve to Business Central Items

When CSM builds the sales order it resolves each Channel Item No. in this order, stopping at the first match:

• CSM Listing for that channel — resolves to an Item (with variant and unit of measure), G/L Account, Resource, or Item Charge
• Item — a direct match on the Business Central item number
• Item Identifier
• Item Reference, type Customer, scoped to the channel's customer template
• Item Reference, type Bar Code
• Item Reference, blank type

The order goes to Error with Order Creation Failed, Could not Find Item for Channel Order Item ID: %1 with SKU of: %2., the Sales Order No. is cleared, and any partially built Business Central sales order is deleted. Add the listing, identifier, or item reference, then run Create Sales Order again.

How Charges Become Sales Lines

CSM order lines are not typed. The generated Business Central sales lines are tagged instead, so you can tell what each one represents: Primary, Line Shipping, Line Sales Tax, Line Gift Wrap, Order Shipping, Order Other Charges, and Order Sales Tax.

Tax placement follows the channel's Sales Tax Behavior — a tax line per order line, or consolidated tax lines. Gift wrap and other charges follow their own behavior settings.

Order-level discount amounts are applied as a Business Central invoice discount, not as a negative sales line. Shipping discount follows the channel's CSM Discount Allocation setting.

Order Documents are the record of everything exchanged between Business Central and the channel for this order, plus the link to the posted Business Central documents.

Not every field applies to every type. Two fields carry the Business Central link: Unposted Document No. and Posted Document No. Documents are refreshed automatically whenever CSM recalculates the order's BC status.

Editable fields

Most document fields are read-only. The ones you can change are Shipment Carrier, Shipment Tracking Title, Shipment Tracking Number, Comment is Customer Viewable, External Should Send Email, External ID, and External Requires Update.

Sending a Document to the Channel

Use the Send To Channel action. Two conditions apply:

• External Requires Update must be on, or the action refuses with a message saying so
• The document must have a blank External ID, and the matching sales channel toggle must be on — Send Shipment Information, Send Invoice Information, Send Return Order Information, Send Return Rcpt. Information, or Send Refund Cr. Memo

Other actions on the page: Document Lines, Document Transactions (used for refunds, showing suggested refunds by payment method), and — where the channel app enables them — Applied Entries and Post Payment.

Order Actions