CSM Sales Channels - Order Management

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. Listing Management will also use this value in its inventory availability calculation. 

MAIN

ATLANTA

WEST_COAST

SO No. Series

The Sales Order Number Series prefix that should be used for the Sales Order Number when building Business Central Sales Orders for the selected Sales Channel. 

CSM-ORD-FBM

CSM-ORD-SHP

CSM-ORD-BIG

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 build Business Central Sales Orders. By default, this should be 70338209. You can however customize this functionality by creating a new Codeunit and specifying its number here.

External Document No. Format*

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

Enter the syntax you wish to use for assigning external document numbers to orders (such as sales orders and sales returns) 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.

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.

<Sales Channel Code>-

Retrieve Order Risk

This applies to Shopify:

Enable this field to instruct CSM to retrieve risk information for Shopify orders. When an order is placed in Shopify, fraud analysis is performed and a risk level is assigned to the order.

You can use an order’s retrieved risk information in conjunction with CSM’s sales operation rules to automatically prevent the creation or processing of sales orders that exceed a particular risk level.

Note: When retrieving order risk information from Shopify, CSM must make a separate API call for each other. Depending on order volume, this can result in a significant number of API calls.

This feature is currently not available for Amazon, Walmart, BigCommerce, WooCommerce or Magento.

Start Processing Date Time

Sales order retrieval automation respects a starting-point cut-off date and time as to when this sales order creation is performed against channel orders.

Retrieved channel orders that fall before this date will be assigned a status of complete and become ineligible for further sales order building activity.

Channel orders that fall on or after this date will remain open and Business Central sales orders will be automatically created.

Leaving this field blank will instruct CSM to create sales orders for all retrieved channel orders. 

Payment

Payment Behavior

Indicates how this sales channel processes payments. For Amazon this should be set to Channel.  Amazon sales channels will use channel since all Amazon orders pay the merchant the same way.

Payment Method Code

The Code of the Business Central Payment Method which should be used.

If Payment Behavior = Payments, this will be the default value.

Payment Behavior = Channel, this will be the Payment method used on all orders. This can be blank for CSM for Amazon.

Tip: You should setup a Business Central Payment Method for Amounts Due from Amazon to help manage payouts from Amazon.

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. 

 Shipment Behavior

Send Shipment Information

Indicates whether CSM should send shipment information to the Channel.

FBM is recommended to be True

FBA should always be False

 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. 

We recommend for Amazon that this be set to Scheduled, as Amazon has a limit on the number of messages processed in a period of time. When CSM sends shipment information to Amazon on a Scheduled basis, it gathers shipment information from all orders and sends in one message. 

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

True

Invoice Behavior

Send Invoice Information

Indicates whether CSM should send invoice information to the Channel.

Always False for all Amazon Channels

False

Send Invoice When

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

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

Set this to Manual for All Amazon Sales Channels. 

Manual

Send Invoice Capture

Always False for Amazon

False

Return Order Behavior

Send Return Order Information

Not currently available

Send Return Order When

Not currently available

Return Receipt Behavior

Send Return Rcpt Information

Not currently available

Send Return Rcpt Information When

Not currently available

Refund Cr. Memo Behavior

Send Refund Cr. Memo

Not currently available

Send Refund Cr. Memo When

???

Sales Order Processing Behavior

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 Amazon and Business Central currencies to one another.  This will be covered in the next section.

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. 

Archiving

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.)

30d

Auto Channel Order Archive

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

Gift Wrap Charges

Gift Wrap Behavior

This setting tells CSM how it should handle Gift Wrap Charges on orders received from the Channel. If you select None, Gift Wrap Charges will be ignored, use this setting if your Amazon implementation does not include Gift wrap services.

If you select Line, then when CSM creates the Business Central Sales Order for Amazon Orders, a Sales Order Line will be added to account for Gift Wrap charge. 

None

Gift Wrap Line Type

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

Gift Wrap Order Line No.

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

Other Charges Behavior

Other Charges Behavior

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, a Sales Order Line will be added to account for Other Charges. 

Line

Other Charges Line Type

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

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

Sales Tax Behavior

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

MTC Sales Tax Order Line Type

If you selected either the Line or Consolidated option in the Sales Tax Behavior field, enter the type of sales line you want to enter on sales orders for retrieved sales tax amounts tax collected according to Amazon’s Marketplace Tax Collection (“MTC”) methodology. Standard Business Central sales line options are available: G/L accounts, items, resources, fixed assets, item charges, or allocation accounts.

For more information on MTC and TCS refer to Amazon Tax Collection Methods

G/L Account

MTC Sales Tax Order Line No.

Enter the Business Central record that will be added to sales lines for retrieved sales tax collected according to Amazon’s Marketplace Tax Collection (“MTC”) methodology. 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. 

For more information on MTC and TCS refer to Amazon Tax Collection Methods

Contra G/L Account

TCS Sales Tax Order Line Type

If you selected either the Line or Consolidated option in the Sales Tax Behavior field, enter the type of sales line you want to enter on sales orders for retrieved sales tax amounts tax collected according to Amazon’s Tax Calculation Services (“TCS”) methodology. Standard Business Central sales line options are available: G/L accounts, items, resources, fixed assets, item charges, or allocation accounts. 

For more information on MTC and TCS refer to Amazon Tax Collection Methods

G/L Account

TCS Sales Tax Order Line No.

Enter the Business Central record that will be added to sales lines for retrieved sales tax collected according to Amazon’s Tax Calculation Services (“TCS”) methodology. The record you can assign is dependent on the selected sales tax line type.  For example, if the sales channel's sales tax line type was G/L account you would assign a G/L account in this field. 

For more information on MTC and TCS refer to Amazon Tax Collection Methods

Tax Liability G/L Account

Item Behavior

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.

Auto Assign Lot

For Amazon FBA channels, you can enable this field to instruct CSM to automatically assign lot numbers to sales lines for lot tracked items that appear on FBA orders. 

MC Fulfillment Order No. Series

The number series to use when creating new MultiChannel Fulfillment orders from this Sales Channels Channel Orders.

MCF-ORD

MC Fulfillment Default Currency

The Default Currency Code to use when creating new Multichannel Fulfillment orders.

USD

MC Fulfillment Default

The Default Fulfillment Action to use when creating new Multichannel Fulfillment orders.

Hold

MC Fulfillment Default Policy

 The Default Fulfillment Policy to use when creating new Multichannel Fulfillment orders.

FillOrKill

Sales Return

Additional Settings