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CPM Definition Setup

There are a variety of setup options within CPM that may require additional setup and definition. This article will talk about Dimension Overrides, G/L accounts for Unsupported Source Types and Payment Terms for Sales Order Authorizations.

Defining G/L Accounts for Unsupported Source Types
Every Stripe transaction has a defined source type. Common source types include Charge, Payment, Payout, and Refund. When CPM retrieves a transaction from Stripe into Business Central, the transaction’s defined source type instructs CPM as to how it should be processed.


By default, CPM supports most standard Stripe transaction source types, but there may be instances in which Stripe sends over a source type that is not supported by CPM. In these scenarios, the transactions are entered into the CPM transaction worksheet, where they can be reviewed and reconciled by a user.


If there is an unsupported source type you regularly retrieve into Business Central from Stripe, it is possible to associate it to a general ledger account. When transactions for the given source type are retrieved into Business Central, they will be automatically posted to the defined account, rather than entered into the transaction worksheet:

  • Choose the looking glass within Business Central
  • Enter CPM Payment Platforms and then choose the related link
  • Open the payment platform for which you want to define G/L accounts for unsupported source types
  • From the Actions ribbon choose Setup group and then choose G/L Account Transaction Type.
  • Choose a new line on the Payment Platform G/L Account Transaction Type page and fill in the following fields:
    • Source Type: enter the Stripe transaction source type for which you want to define a G/L account. You must enter this value exactly as it is communicated by Stripe (for example, all lowercase letters and underscores rather than spaces).
    • Description: enter a description for the G/L account setup.
    • Posting Account Type: select the G/L Account option. The other options in this field are not supported at this time.
    • Posting Account No.: enter or use the AssistButton to assign a general ledger account to the entered source type.

Defining Dimension Overrides
By default, Dimensions will be assigned to ledger entries created by CPM according to the following methodology:

  • Dimensions for balancing entries that are recorded to the CPM payment platform’s defined clearing account will be assigned according to the Dimensions that exist on the ledger entry that requires the balancing entry. For example, recording a payment would result in an entry being made to the accounts receivable account. The balancing entry to the clearing account would share any Dimensions that had been assigned to the accounts receivable entry.
  • Dimensions for entries that are recorded to the CPM payment platform’s defined fee account will be assigned according to that platform’s specified Dimension set fee behavior.

It is possible to change this standard Dimension assignment for CPM activity by defining Dimension overrides. These settings will override any Business Central-assigned Dimension values at the time of posting. Dimension overrides allow you to include additional Dimensions, replace Business Central-assigned Dimension values, and remove Dimensions 
from transactions.


To define Dimension overrides:

  • Choose the looking glass within Business Central
  • Enter CPM Payment Platforms and then choose the related link
  • Open the payment platform for which you want to define Dimension overrides.
  • From the Actions ribbon choose the Setup group and choose Dimension Override
  • Choose a new line on the Dimension Override page and fill in the following fields:
    •  Payment Platform Code: this will default to the code for the CPM payment platform from which you opened the page.
    • Transaction Type: select the CPM transaction for which you want to define a Dimension override.
    • Dimension Code: enter or use the AssistButton to choose the Dimension for which you want to define an override.
    • Dimension Value Code: enter or use the AssistButton to choose the Dimension value that you want to assign as an override to CPM transactions. When ledger entries are created from CPM activities, any defined Dimension value overrides will either be added to the entry’s list of Dimensions or replace a Business Central-assigned value. You can also leave this field blank to instruct CPM that you do not wish to record any values for that Dimension as part of the posting activity; this will override any Business Central-assigned Dimension values, resulting in no Dimension being recorded for the activity

Configuring Payment Terms for Sales Order Authorization
If you intend to use CPM to record the authorization of credit card payments for sales orders, it is possible to define authorization thresholds for your payment terms records.

  • Choose the looking glass within Business Central. 
  • Enter Payment Terms and then choose the related link.
  • On the Payment Terms page, choose the payment terms line for which you want to define authorization thresholds.
  • In the CPM Auth % On Release and CPM Auth % On Ship fields, enter the percentage of a sales order’s total amount that must be authorized in order to release or ship the order, respectively.

When a sales order has an assigned payment terms code that has defined authorization thresholds, it will not be possible for you to perform the relevant action against that sales order unless a payment authorization equal to or exceeding the threshold percentage in relation to the sales order’s total amount is recorded. For example, suppose we define a CPM authorization percentage on release value of 40% for a payment terms code. If that payment terms code is assigned to an order with a total amount of $200, we would not be able to release the order until a payment authorization of $80 or more is recorded against the sales order.