Walmart Setup - Configure your Sales Channel

Code

This is unique code that identifies the Sales Channel.

Description

This is a text description of the Sales Channel. 

Type

This identifies the type of integration supported by the sales channel. By default, a value of Walmart will be assigned; this value should not be changed. 

Inventory Location

The Business Central inventory location that supplies this store. Business Central Sales Orders Created for this Sales Channel will specify this inventory location. 

SO No. Series

The number series that should be used for Sales Order Number when building Business Central Sales Orders for this Sales Channel. 

Channel Dimension

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

Channel Dimension 2

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

SO build Codeunit

The Object number of the Codeunit that should create Business Central Sales Orders. By default, this should be 70338209 which is the supplied CSM functionality to build Sales Orders. You can however customize the functionality by creating a new Codeunit and specifying its number here. It is recommended that you keep the default value. 

External Document No. Format

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>-

Start Processing Date

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. 

Payment Behavior

Indicates how this sales channel processes payments.

Note: Walmart should be set to Channel.

Payment Method Code

If Payment Behavior is set to Channel, select the payment method to assign to orders. 

This payment method must not have an assigned balancing account in Business Central.

Payment Reference Number

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 eCommerce order’s payment information is retrieved via an integration other than CSM 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. 

Send Shipment Information

Indicates whether CSM should send shipment information to the Channel.

 True

Send Shipment When

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 if setup 

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

Scheduled

Exclude G/L Account Line on Shipment

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 Walmart. This results in CSM sending less data to Walmart, which can improve performance. 

True

Exclude Resource Line on Shipment

Enable this field to instruct CSM to exclude any sales lines for resources when sending an order’s shipment information from Business Central to Walmart. This results in CSM sending less data to Walmart, which can improve performance. 

True

Send Invoice Information

Not available for Walmart.  Leave set to False.  
Setting to True will result in erroneous attempts by CSM to send information to Walmart.

False

Send Invoice When

Not currently available

Send Invoice Capture

Not currently available

Deny Unbalanced Auto Release

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.  

Deny Unbalance Auto Release

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. 

Currency Behavior

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

Customer: CSM will assign the currency that has been assigned to the related Business Central customer record to sales orders created for that customer.

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 Walmart and Business Central currencies to one another. 

Address 2 Behavior

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. 

Combine CSM Address 2 and 3: CSM will combine a CSM order’s address 2 and address 3 values, then assign this combined value as the address 2 for Business Central sales orders and customers.
Use CSM Order Address 2: CSM will assign a CSM order’s address 2 value as the address 2 for Business Central sales orders and customers.

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. 

Archive After Days

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

Auto Channel Order Archive

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

Other Charges Behavior

Select the manner in which other order charges will be entered on Business Central sales orders that are created from retrieved Walmart orders.

None: CSM will ignore retrieved charges.

Line: CSM will enter a separate line on sales orders for each charge that was collected and retrieved from Walmart. 

Line

Other Charges Line Type

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

G/L Account

Other Charges Order Line No.

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

Sales Tax Behavior

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

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 Walmart 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 Walmart.  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.

Consolidated: CSM will enter a single line on sales orders for the total tax amount that was collected and retrieved from Walmart. 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. 

Line

Sales Tax Order Line Type

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

Sales Tax Order Line No.

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. 

Use Item Sales UOM

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.

Customer Template

When Creating customers, CSM will use this customer as a template for the customer’s creation. When Sales Channel is chosen as a behavior or New Customers or Guest Customers, CSM will create the Sales Order with this customer and adjust the ship to address to the actual customers information. 

New Customer Behavior

Indicates how CSM will treat customers for what CSM determines is a new 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. 

Guest Customer Behavior

Indicates how CSM will treat customers for what CSM determines is 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. 

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. 

Auto Create Contact

Indicates whether CSM will also automatically create a Business Central contact for any new customers CSM creates. 

Default Customer Group ID. 

Not currently available

New Customer No. Series

Indicates which No. Series should be used when CSM automatically creates a new Business Central customer. 

API Logging Level

This field is used to define the creation of log entries to provide information on activities performed against a sales channel. This functionality is relevant for other eCommerce platforms, but not Walmart; please see here for more information on how to turn on logging for CSM for Amazon. 

Credentialing Sales Channel

The concept of a credentialing sales channel is not relevant to Walmart, and this field can be ignored. 

Seller ID

This is the seller ID for your Walmart account. 

API Engine Execution

This field contains the module code that indicates which CSM API operations will be used for Walmart 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.