If you intend to use the subscription invoicing feature of CPM, you must link the products you have defined in your external payment environment to corresponding records that can be assigned on subscription invoice records in Business Central.
- Choose the looking glass within Business Central
- Enter CPM Payment Platforms and choose the related link
- Open the payment platform that you want to link products for
- From the Actions ribbon, choose Retrieve Products
- From the Related ribbon, choose Products
- This will display a list of CPM product links that have been setup
- Choose a product from the list and complete the mapping
- Sales Line Type - identify the type of product (item, fixed asset, etc.)
- No. - the corresponding BC item, G/L Account, etc. This will be dependent on the previous selection
- Depending on the assigned Business Central record, you may need to enter additional values on the line, such as variant code and unit of measure.
- Repeat for all products
You can also manually create a link between existing records in your two environments. This is not recommended if you have a large volume of products.
- Log in to your external payment account.
- Locate the product record for which you want to create a link in Business Central.
- Copy and paste the product’s ID to your clipboard.
- 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 link products.
- From the Related ribbon, choose Products
- On a new line, in the Payment Platform ID field, enter the product ID you copied from your external payment account.
- In the Sales Line Type field, select the type of Business Central record that you want to link to the payment platform product. The sales line type can be a G/L account, item, resource, fixed asset, or item charge.
- In the No. field, select the record (depending on the selected sales line type) that will be linked to the payment platform product.
- Depending on the assigned Business Central record, you may need to enter additional values on the line, such as variant code and unit of measure.
You are now ready to being accepting payments via CPM either at the Document Level or the Customer Level
Additional Information: