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CSM Initial Setup

CSM Notification, Data Deletion and Archiving Settings

After installing CSM, you will need to do some basic setup before you begin creating sales channels.

Enabling and Receiving CSM Notifications

CSM uses Business Central’s notifications functionality to keep users informed of critical changes that are made to new versions of the application. Enabling this feature is not required, but it is recommended.

  • From the looking glass or CSM Role Center, find CSM Setup
  • On Notifications FastTab, mark Enable CSM Notifications
  • From the looking glass, enter User Setup and selected the related link
  • On the User Setup page, select the user who will receive CSM notifications, then enter a check mark in the Receive CSM Notifications field.
  • Repeat this step if additional users will receive CSM notifications
  • Click here for more information on CSM Notifications

Configuring Data Deletion

API messages, their related data buffers, and other CSM records are created every time an API call is made from Business Central to an external eCommerce channel. Left unchecked, the tables that house these records will grow in size, eventually requiring the purchase of additional storage space from Microsoft. Accordingly, it is necessary to purge these tables of old data on a regular basis.

CSM leverages the standard retention policy functionality found in Business Central for the deletion of outdated data.  To set up and schedule retention policies for these tables, please consult the standard Business Central documentation.

It is possible to define retention policies for the following Suite Engine tables:

Table ID Table Name
70338207 CSM API Message
70338208 CSM API Data Buffer
70338209 CSM Parameter
70338216 CSM Processing Log
70338255 CSM API Message Header
70338268 CSM Listing Synchronization History
70338454 API Message
70338455 Message Header
70338456 Parameter
70338457 API Data Buffer
70338461 API Log

CSM Order Archiving

It is possible to archive completed and cancelled channel orders. When a channel order is archived, it is moved from the list of active orders to a separate list of archived orders. 

  • From the looking glass or role center, select CSM Setup
  • On the Archiving FastTab you will see two fields: Archive After Days and Auto Channel Order Archive
    • Archive After Days: enter the number of days a CSM channel order should remain active prior to archiving. The value in this field is applied to a channel order’s last source update value in relation to Business Central’s work date to determine whether that order should be archived. By default, this value is set to 30 days, but you can enter a greater value if you want to archive your orders on a less frequent basis. It is not possible to define an archive period of less than 30 days.
    • Auto Channel Order Archive: enable this option to instruct Business Central to automatically archive CSM channel orders that meet the appropriate criteria.

More archiving options will be available for definition when creating sales channels

Next: Creating and Managing your Suite Engine Subscription