Channel Order Archiving

When the housekeeping automation routine runs, Business Central will archive any CSM orders that meet the following criteria:

• The order’s assigned sales channel code has archiving enabled.
• The order’s CSM BC order status value is either Complete or Cancelled.
• The order’s Last Source Update date falls outside of the related sale channel’s defined archiving period in relation to Business Central’s work date.

For example, consider a scenario where our work date is 03/26/2021 and we have a number of channel orders whose sales channel has a defined archiving period of 30 days. When we run the housekeeping automation routine, the application will archive or not archive channel orders as follows:

Note: if a CSM order that has been archived by CSM is modified or adjusted in the connected eCommerce channel, CSM will retrieve and attempt to re-archive that order as part of its automation routines. In such a scenario, a suffix will be appended to the archived order’s ID. For example, suppose we archived CSM order 1234 in Business Central. This order was modified in the eCommerce channel and retrieved by CSM a second time. When this order is archived by CSM, it will be assigned an order ID of 1234-01. If this process was repeated, subsequent archive records would be numbered 1234-02, 1234-03, and so forth.

Viewing Archived CSM Channel Orders

When a CSM channel order is archived, it is removed from the list of active CSM orders and a new archive record is created. These archived CSM orders can be accessed from the CSM Administrator role center. Choose the “Posted Documents” action at the top of the role center, then choose the Archived CSM Channel Orders action to see a list of archived orders. From here, you can open a specific archived order to review it.

Archived CSM orders contain the same layout, FastTabs, FactBoxes, and fields as active CSM orders. You can also view any existing order line option and archive document line records by selecting a line on the Channel Order Archive Lines or CSM Order Archive Documents FastTab, then choosing the Manage action in the ribbon and choosing the relevant option.

As with active CSM orders, you can navigate to related Business Central orders from an archived CSM order:

• To access related shipments: drill down on the Posted Shipments link in the FactBox.
• To access related invoices: drill down on the Total Amt. Invoiced link in the FactBox.