Configure Your BigCommerce Sales Channal

This is unique code that identifies the Sales Channel. It can be any value you wish, but we recommend naming it something meaningful that describes the Sales Channel.

If populated, this Business Central Financial Dimension will be set on all Business Central Sales Orders created from this Sales Channel. Primary Dimension 2.

Enter the syntax you wish to use for assigning external document numbers to orders (such as sales and sales return orders) that are generated from this channel’s CSM orders. You can assign one or more fields from the CSM Order Header table as the source value(s) for external document numbers.

Note that while fields such as text and code type fields will be acceptable, others such as options/enumerations, dates, and Booleans, will not.

Each field must be entered according to its field (not caption) name and enclosed in < > brackets. For example, if you wanted to use the value from the CSM order’s Order ID field as the external document number on related sales orders, you would enter <Order ID> in this field. Any characters you enter in this field that are not enclosed in < > brackets will be treated as static values. This can be useful if you want to use multiple fields as the basis of an external document number, as you can include something like a hyphen as a delimiter. For example, an entry of <Sales Channel Code>-<Order ID> would indicate that the external document number will be comprised of a CSM order’s sales channel code and order ID, separated by a hyphen. In a scenario where the values that comprise an external document number exceed the character limitations of the field on 

the sales document, CSM will truncate the value based on the field’s maximum character length.

 If you leave this field blank, CSM will not assign any external document numbers to orders created for the channel.

Note: you may need to choose the Show More action on the Order Management FastTab in order to see this field. 

<Sales Channel Code>-

It is possible to configure the channel order retrieval automation routine to automatically create an associated Business Central sales order as part of the retrieval activity. If you want to set a cut-off date and time as to when this sales order creation is performed against channel orders, you may do so in this field. Retrieved channel orders that fall before this date will be assigned a status of complete and become ineligible for further activity. Channel orders that fall on or after the channel’s start processing date and time will remain open and corresponding Business Central sales orders will be automatically created as part of the order retrieval process. Leaving this field blank will instruct CSM to create sales orders for all retrieved channel orders. 

Indicates how this sales channel processes payments. The standard behavior is to use Payments, but if you want to retrieve refunds that are entered for orders on BigCommerce into Business Central, then you must select the Channel option.

If the assigned payment behavior is Channel, enter the payment method that will be assigned to orders. This payment method must not have an assigned balancing account in Business Central.

This field can be used to specify the metadata key that identifies an order’s external payment number in an API message’s response. This can be used in scenarios where an integration other than CSM eCommerce order’s payment information is retrieved via and there is a need to associate the CSM order to the proper payment record in Business Central. If you are not using an integration tool such as Channel Payments Manager to retrieve payment platform information into Business Central, this field can be ignored.

Indicates whether CSM should send shipment information to the channel.

 True

If CSM is sending Shipment information, this field tells CSM when to send it. 

Immediate - When the Shipment is posted 

Scheduled - Shipment information will be queued and sent by the CSM automation (this assumes that the automation is setup properly to send shipment information) 

Manual - Shipment information is sent by a user who presses the Send Shipment Information action button on the Channel Order card 

Immediate

Enable this field to instruct CSM to exclude any sales lines for G/L accounts when sending an order’s shipment information from Business Central to BigCommerce. This results in CSM sending less data to BigCommerce, which can improve performance. If you are working with CSM listings, this field will also serve as a default setting to indicate whether any channel listings for G/L accounts are set to be skipped when sending shipments. 

True

Enable this field to instruct CSM to exclude any sales lines for resources when sending an order’s shipment information from Business Central to BigCommerce. This results in CSM sending less data to BigCommerce, which can improve performance. If you are working with CSM listings, this field will also serve as a default setting to indicate whether any channel listings for resources are set to be skipped when sending shipments. 

True

Indicates whether CSM should send invoice information to the Channel.

True

 If CSM is sending Invoice information, this field tells CSM when to send it.

Immediate: When the invoice is posted

Scheduled: Invoice information will be queued and sent by the CSM automation if setup properly

Manual: Invoice information is sent by a user who presses the Send Invoice Information action button on the Channel Order card. 

Immediate

If CSM is sending Invoice information, this field tells CSM whether a capture transaction should be sent immediately following the Invoice.  For BigCommerce, this is dependent by payment method. If your payment method Behavior is set to payments (which it should be for BigCommerce implementations), CSM uses the Send Invoice Capture value set for each Payment Method (See setting up Channel Payment Methods later in this document). 

True

Not Currently supported by BigCommerce

Not Currently supported by BigCommerce

Not Currently supported by BigCommerce

Not Currently supported by BigCommerce

Enable this field to indicate that you want to send refund credit memo information from Business Central to BigCommerce. 

True

If you have enabled the functionality to send credit memo information to BigCommerce, select the method by which it will be sent:

Manual: will be sent when the user checks the External Requires Update field on the CSM order document line and uses the Send to Channel action on the CSM Order page. 

Immediate

It is possible to configure the channel order retrieval automation routine to automatically create and release an associated Business Central sales order as part of the retrieval activity. If this option is enabled, it will override the automation routine’s setup if the channel order and sales order have different order total values. CSM will still generate the sales order, but it will not be released.

Note: This field has been superseded by CSM’s sales operation rules feature and will be removed as part of a later release. If you want to enforce this process, it is recommended you use the sales operation rules feature, instead.  

It is possible to configure the channel order retrieval automation routine to automatically create and post an associated Business Central sales order as part of the retrieval activity. If this option is enabled, it will override the automation routine’s setup if the channel order and sales order have different order total values. CSM will still generate the sales order, but it will not be posted.

Note: This field has been superseded by CSM’s sales operation rules feature and will be removed as part of a later release. If you want to enforce this process, it is recommended you use the sales operation rules feature, instead. 

Select the method by which you want CSM to assign currencies to sales orders. 

Order: CSM will assign the currency from the retrieved channel order to the Business Central sales order. In addition to enabling this setting, you must also map your BigCommerce and Business Central currencies to one another. 

Customer

 Select the method by which address 2 values on Business Central sales orders and customers that are created by CSM are populated. By default, Business Central allows for the definition of address and address 2 values for sales orders and customers. However, the CSM orders from which these records are created can retrieve address, address 2, and address 3 values. Due to this discrepancy, it is necessary to indicate how CSM should populate Business Central address 2 fields with retrieved channel data. 

Use CSM Order Address 3: CSM will assign a CSM order’s address 3 value as the address 2 for Business Central sales orders and customers. 

 Enter the number of days to retain completed and cancelled CSM Channel Orders before they are moved to the archive. (Example: 2D would keep CSM Channel Orders in the current list for 2 days after being closed or cancelled.)

30 days

 Use this field to enable and disable automatic archiving for Channel Orders for this Channel. 

Not currently available for BigCommerce 

Not currently available for BigCommerce

Not currently available for BigCommerce

This setting tells CSM how it should handle Other Charges on orders received from the Channel. If you select None, Other Charges will be ignored. If you select Line, then when CSM creates the Business Central Sales Order for a BigCommerce Order, a Sales Order Line will be added to account for Other Charges 

Line

If you choose Line as the Other Charges Behavior, this field specifies the Sales Order Line Type which should be used for the Other Charges (Revenue from the Customer). The values can be G/L Account, Item, Resource, or Charge (Item).

G/L Account

 If you choose Line as the Other Charges Behavior, this field specifies the Sales Order Line No. to be used (a value based on the Other Charges Line Type chosen). 

45120

Select the manner in which sales tax will be entered on Business Central sales orders that are created from retrieved BigCommerce orders. 

None: CSM will build sales orders according to Business Central’s standard sales tax behavior. The Tax Liable field on sales lines will be set to True, and tax will be calculated on those lines based on Business Central setup. Any sales tax information retrieved from BigCommerce will be ignored as part of this process.

Line: CSM will enter a separate line on sales orders for each item’s sales tax that was collected and retrieved from BigCommerce.  With this configuration, the Tax Liable field on sales lines will be set to False so that Business Central does not attempt to calculate tax values. In addition to entering separate lines for each item’s retrieved sales tax amount, CSM will also add a separate line for any tax that was collected on order-level charges such as shipping or gift wrap.

Consolidated: CSM will enter a single line on sales orders for the total tax amount that was collected and retrieved from BigCommerce. With this configuration, the Tax Liable field on sales lines will be set to False so that Business Central does not attempt to calculate tax values. The consolidated sales tax line includes both the tax for each item as well as any tax that was collected on order-level charges such as shipping or gift wrap. 

Line

 If you selected either the Line or Consolidated option in the Sales Tax Behavior field, choose the type of sales line you want to enter on sales orders for retrieved sales tax amounts. Standard Business Central sales line options are available: G/L accounts, items, resources, fixed assets, item charges, or allocation accounts. 

G/L Account

 Assign the Business Central record that will be added to sales lines for retrieved sales tax. The record you can assign is dependent on the selected sales tax line type. For example, if the sale channel’s sales tax line type was G/L account, you would assign a G/L account in this field. 

When selected and Item record is used to create a Sales Line, the Items Sales Unit of Measure will be utilized instead of the Base Unit of Measure. (This does not apply when Listings, Cross-References or Item Identifiers are utilized to create the Sales Line.)

Enable this field if you want to retrieve refunds that are entered for orders on BigCommerce into Business Central, then build credit memos for them. Enabling this setting will display a number of refund configuration fields below it. 

The Codeunit ID to use when building a Sales Cr. Memo for a CSM Order from this channel. 

70338215

The number series to use when creating new Business Central Sales Cr. Memo from this Sales Channels Channel Orders. 

CSM-CR

Indicate how you want the sales channel to address scenarios where a retrieved refund amount differs the amount that is entered on the credit memo that is created in Business Central. 

Line: an additional line in the amount of the discrepancy will be added to the sales credit memo. 

Line

If you have indicated that you want CSM to create an additional line for refund discrepancies on sales credit memos, enter the type of account to which these discrepancies will be recorded. You can indicate that refund discrepancies should be posted to a G/L account, item, resource, fixed asset, or item charge. 

G/L Account

Enter the account to which refund discrepancies will be recorded. The record type is dependent on the selection in the Refund Discrepancy Line Type field. 

Enter the Business Central location to which you want to receive items that are being returned by customers that you want to re-stock. This location is assigned to credit memos that are created by CSM when refunds that are initiated through BigCommerce are retrieved into Business Central. 

MAIN

Enter the Business Central location to which you want to receive items that are being returned by customers that you want to credit but do not want to re-stock (typically this is a virtual location). This location is assigned to credit memos that are created by CSM when refunds that are initiated through BigCommerce are retrieved into Business Central. 

RETURNLESS

If you want to send refund credit memo information from Business Central to BigCommerce, you can select the default payment method for these transactions. You can define a default payment method for both customer and guest orders, which in this instance refers to those customers who have set up an account on your BigCommerce platform versus those who have not. 

Original Payment Methods: refunds will be paid out to the payment method that was used for the original sales order. For example, if a sales order was paid with a credit card, the refund would be made to that credit card’s account.
Manual Selection: users will manually choose the way in which refund payments are made on an order-by-order basis.

Store Credit Only: refunds will be paid as store credit to the customer’s account in BigCommerce.

Offline/custom: information about the refund will be communicated to BigCommerce, but BigCommerce will not process the transaction. In this scenario, the refund must be processed through an external activity (directly through the payment provider, for example) or via a custom extension.

The options for customer and guest orders are the same, with one exception being that Store Credit Only cannot be selected for guest orders. This is because BigCommerce does not permit store credit for guest customers. 

See above

 Indicates how CSM will treat customers for what CSM determines is a new customer. A new customer from BigCommerce could be any customer creating a new account when checking out, or an existing customer that has not previously been mapped to a Business Central Customer.

Auto Create: CSM will automatically create a new Business Central customer and associated CSM Channel Customer based on the Customer Template defined above, this will occur when CSM builds the Business Central Sales Order from the Channel Order.

Sales Channel: CSM will not create a new customer but will build the sales order to the Customer Template customer defined above and change the billing and ship-to addresses directly on the Sales Order appropriately.

Manual: CSM will not automatically create a customer, and the Sales Order build process will fail unless a Channel Customer is manually setup and linked to a valid Business Central customer. 

 Indicates how CSM will treat customers for what CSM determines is a guest customer.  For BigCommerce if the customer checks out as a guest CSM considers them a guest customer. 

Auto Create: CSM will automatically create a new Business Central customer and associated CSM Channel Customer based on the Customer Template defined above, this will occur when CSM builds the Business Central Sales Order from the Channel Order. Even though they checked out as a guest, CSM can still identify the customer if they use the same email address for future orders the customer may place.

Sales Channel: CSM will not create a new customer but will build the sales order to the Customer Template customer defined above and change the billing and ship-to addresses directly on the Sales Order appropriately.

Manual: CSM will not automatically create a customer, and the Sales Order build process will fail unless a Channel Customer is manually setup and linked to a valid Business Central customer. 

Import Object Name

ID the Channel uses to Identify the store or marketplace, should be unique for this Sales Channels using the same API Set. This should also be used for any store / shop code that should be part of the URL for API calls.

API Store Code

 For BigCommerce, this will be the BigCommerce ID of the Website.  

 This field contains the module code that indicates which CSM API operations will be used for BigCommerce sales channels. The CSM API application contains a number of operations for various API activities. Each operation can be enabled for one or more modules. This architecture is supported by the refactored CSM Core and must be populated if you want to use the elements of CSM for BigCommerce that rely upon CSM’s modern API Engine. 

 Identifies the API Set code that should be used for API communication with BigCommerce.

Should populate from the wizard.

 For API calls where the URL is store specific, this is the client ID portion of the credentials for the API call.