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.

The values entered in this field control the formatting of the External Document Number. You can customize the format by including field names from the CSM Order Header, enclosed within angled brackets ("<" and ">"), as demonstrated in the example "<Sales Channel Code>-<Order ID>".

If left blank, no external document number will be assigned.

<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. 

CSM Shop Timezone UTC Offset

This applies to WooCommerce:

Enter a value in this field to specify the store’s configured time zone as it relates to Coordinated Universal Time (UTC). If the store uses UTC as its time zone (recommended), this field can be left blank.

If the store has a time zone other than UTC, indicate the number of hours ahead or behind. For example: a store that is 5 hours behind UTC would have an offset value of -5h. For more information refer to WooCommerce Time Zone Handling.

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

Payment

Payment Behavior

This controls how CSM assigns a BC Payment Method Code to Sales Orders created from Channel Orders. 

Channel: uses the Payment Method Code configured on the Sales Channel record for all Orders from that channel. Downstream posting behavior depends on whether the linked BC Payment Method has a Bal. Account No. set. If your Orders have multiple payments, choose this method and then just keep the Bal. Account No. blank.

Order: uses the payment method from the individual Order header as received from the platform. Requires that platform payment methods are mapped to BC Payment Method Codes via CSM Sales Channels > Related > CSM Payment Methods. 

Payments: uses the first CSM Order Document of type Payment linked to the order. Provides the most granular control over payment behavior. Also requires payment method mapping via CSM Sales Channels > Related > CSM Payment Methods.

This applies to Amazon and Walmart:

Marketplaces require this to be set to Channel since all Amazon/Walmart orders pay the merchant using the same method.

This applies to Shopify, BigCommerce, WooCommerce and Magento:

This should be set to Payments unless you are leveraging/receiving multiple payments per Order, which case you'd choose Channel or Order.

Payment Method Code

The Code of the Business Central Payment Method which should be used. This payment method must not have an assigned balancing account in Business Central.

If Payment Behavior is set to Payments, this will be used as the default value; however, if Payment Behavior is set to Channel, you need to select the Business Central Payment method used on all Orders.

This applies to Amazon:

We recommend setting up a Business Central Payment Method for Amounts Due from Amazon to help manage payouts from Amazon.

This applies to Shopify:

If this is a Shopify POS Sales Channel, the Payment Method Code must have ‘Bal.Account No’ = blank. 

Payment Reference Number Metadata Key*

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

This applies to Shopify, BigCommerce, WooCommerce and Magento:

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. 

This feature is currently not available for Amazon and Walmart.

 Shipment Behavior

Send Shipment Information

Indicates whether CSM should be sending shipment information to the platform.

This applies to Amazon:

FBM should be set to True; FBA should always be set to False

This applies to Shopify:

For a POS channel, this should be set to False

True

Send Shipment When

If the above setting is set to True, this tells CSM when to send it.

Immediate: when the Shipment is posted

Scheduled: when the Automation Job runs

Manual: by button on the Channel Order

This applies to Amazon:

We recommend that this is 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 a platform.

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

If you are using CSM Listings, this field will also serve as a default setting to indicate whether any Channel Listings for G/L accounts are set to be skipped when sending Shipments.

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 a platform.

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

If you are using CSM Listings, this field will also serve as a default setting to indicate whether any Channel Listings for resources are set to be skipped when sending Shipments.

True

Invoice Behavior

Send Invoice Information

Indicates whether CSM should be sending Invoice information to the platform.

This applies to Amazon, Walmart and WooCommerce:

This should be set to False

The concept of Invoicing as a separate activity does not exist for these platforms.

This applies to Shopify:

For a POS channel, this should be set to False

False

Send Invoice When

If the above setting is set to True, this tells CSM when to send it.

Immediate: when the Invoice is posted

Scheduled: when the Automation Job runs

Manual: by button on the Channel Order

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

Manual

Send Invoice Capture

If CSM is sending Invoice information, this field tells CSM whether a Capture transaction should be sent immediately following the Invoice.

This applies to Amazon, Walmart and WooCommerce:

This should be set to False

The concept of Invoicing as a separate activity does not exist for these platforms.

This applies to Shopify, BigCommerce and Magento:

If your Payment Method Behavior is set to Payments, CSM uses the Send Invoice Capture value for each Payment Method. 

This applies to Shopify:

For a POS channel, this should be set to False

False

Return Order Behavior

Send Return Order Information

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

Send Return Order When

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

Return Receipt Behavior

Send Return Rcpt Information

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

Send Return Rcpt Information When

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

Refund Cr. Memo Behavior

Send Refund Cr. Memo

Indicates whether CSM should be sending Sales Refund Credit Memos to the platform.

This applies to Shopify, BigCommerce, WooCommerce:

This can be set to True

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

Send Refund Cr. Memo When

If the above setting is set to True, this tells CSM when to send it.

This applies to Shopify, BigCommerce, WooCommerce:

Immediate: when the Return Order/Credit Memo is posted

Scheduled: when the Automation Job runs

Manual: by checking the External Requires Update field on the CSM Order Lne and selecting the Send to Channel action on the CSM Order

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

Sales Order Processing Behavior

Deny Unbalanced Auto Release*

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*

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 Channel Order to the Business Central Sales Order. In addition to enabling this setting, you must also map your platform and Business Central Currencies to one another.  

Address 2 Behavior

Business Central supports two Address Lines but platform Orders may include three. This setting controls how CSM maps a potential third Address Line.

Combine CSM Address 2 and 3: Concatenates the platform's order's Address 2 and Address 3 into BC's Address 2 field.

Use CSM Order Address 2:  Maps the platform order's Address 2 to BC's Address 2 field.

Use CSM Order Address 3:  Maps the platform order's Address 3 to BC's Address 2 field.

Archiving

Archive After Days

Enter the number of days to retain completed and cancelled CSM Channel Orders before they are archived.

30 days

Auto Channel Order Archive

Use this field to toggle automatic archiving for CSM Channel Orders.

True

Gift Wrap Charges

Gift Wrap Behavior

This applies to Amazon, Shopify, WooCommerce and Magento:

None: Gift Wrap Charges will be ignored.

Line: a Sales Order Line will be added to account for Gift Wrap charges. 

This feature is currently not available for Walmart or BigCommerce.

None

Line

Gift Wrap Line Type

This applies to Amazon, Shopify, WooCommerce and Magento:

If you selected Line as the Gift Wrap Behavior, this field is required and refers to how you want to identify the line type on the Sales Order.

This feature is currently not available for Walmart or BigCommerce.

G/L Account

Item

Resource

Gift Wrap Order Line No.

This applies to Amazon, Shopify, WooCommerce and Magento:

If you selected Line as the Gift Wrap Behavior, this field specifies the Sales Order Line Number to be used.

This feature is currently not available for Walmart or BigCommerce.

Other Charges Behavior

Other Charges Behavior

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 the platform. 

Line

Other Charges Line Type

If you selected Line as the Other Charges Behavior, this field is required and refers to how you want to identify the line type on the Sales Order.

G/L Account

Item

Resource

Other Charges Order Line No.

If you selected Line as the Other Charges Behavior, this field specifies the Sales Order Line Number to be used.

Sales Tax

Sales Tax Behavior

None: uses BC's standard tax calculation. Any Sales Tax values from the platform will be ignored.

Tax Liable is set to True on sales lines

Line: creates a separate Sales Order line for each Item's retrieved tax amount, plus additional lines for tax on Order-level charges (eg - shipping, gift wrap).

Tax Liable is set to False on sales lines to prevent BC from calculating and overriding tax.

Consolidated: creates a single Sales Order line for the total retrieved tax amount, combining Item and Order-level Sales Tax.

Tax Liable is set to False on sales lines to prevent BC from calculating and overriding tax.

Line

Sales Tax Order Line Type

This applies to Walmart, Shopify, BigCommerce, WooCommerce and Magento:

If you selected Line or Consolidated as the Sales Tax Behavior, this field is required and refers to how you want to identify the line type on the Sales Order.

This feature is currently not available for Amazon.

G/L Account

Item

Resource

Sales Tax Order Line No.

This applies to Walmart, Shopify, BigCommerce, WooCommerce and Magento:

If you selected Line or Consolidated as the Sales Tax Behavior, this field specifies the Sales Order Line Number to be used.

This feature is currently not available for Amazon.

MTC Sales Tax Order Line Type

This applies to Amazon:

MTC = Marketplace Tax Collection.

MTC Example: Amazon will calculate, collect, and remit tax to the relevant tax authority on your behalf. More Information

If you selected Line or Consolidated as the Sales Tax Behavior, this field is required and refers to how you want to identify the line type on the Sales Order.

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

G/L Account

Item

Resource

MTC Sales Tax Order Line No.

This applies to Amazon:

If you selected Line or Consolidated as the Sales Tax Behavior, this field specifies the Sales Order Line Number to be used.

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

TCS Sales Tax Order Line Type

This applies to Amazon:

TCS = Tax Calculation Services. 

TCS Example: Amazon will calculate tax and disperse this calculated amount. You are then responsible for remitting these taxes to the proper tax authority. More Information

If you selected Line or Consolidated as the Sales Tax Behavior, this field is required and refers to how you want to identify the line type on the Sales Order.

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

G/L Account

Item

Resource

TCS Sales Tax Order Line No.

This applies to Amazon:

If you selected Line or Consolidated as the Sales Tax Behavior, this field specifies the Sales Order Line Number to be used.

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

Item Behavior

Use Item Sales UOM

When selected, an Item record is used to create a Sales Line and the Item's Sales Unit of Measure will be utilized instead of the Base Unit of Measure.

This does not apply when Listings, Cross-References or Item Identifiers are utilized to create the Sales Line.

Auto Assign Lot

This applies to Amazon FBA:

This will instruct CSM to automatically assign lot numbers to sales lines for lot tracked items that appear on FBA Orders. 

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

Multi-Channel Fulfillment

No. Series

This applies to Amazon FBA:

The number series to use when creating new Multi-Channel Fulfillment Orders from this Sales Channel's Channel Orders.

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

MCF-ORD

Default Currency

This applies to Amazon FBA:

The Default Currency Code to use when creating new Multi-Channel Fulfillment Orders.

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

USD

Default Action

This applies to Amazon FBA:

The Default Fulfillment Action to use when creating new Multi-Channel Fulfillment Orders.

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

Hold

Default Policy

This applies to Amazon FBA:

The Default Fulfillment Policy to use when creating new Multi-Channel Fulfillment Orders.

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

FillOrKill

Sales Return

 Enable Refund Processing

This applies to Shopify, BigCommerce, WooCommerce and Magento:

If enabled, additional setup options below will become available.

This feature is currently not available for Amazon or Walmart.

Start Processing DateTime

This applies to Shopify, BigCommerce, WooCommerce and Magento:

Only Sales Return documents created after this date and time will be converted into a Sales Credit Memo. 

This feature is currently not available for Amazon or Walmart.

Cr. Memo build Codeunit

This applies to Shopify, BigCommerce, WooCommerce and Magento:

The Codeunit to use when building a Sales Credit Memo for a CSM Order from this Sales Channel. 

This feature is currently not available for Amazon or Walmart.

70338215

Credit Memo No. Series

This applies to Shopify, BigCommerce, WooCommerce and Magento:

The number series to use when creating new Business Central Sales Credit Memos from this Sales Channel's Channel Orders. 

This feature is currently not available for Amazon or Walmart.

Refund Discrepancy Behavior

This applies to Shopify, BigCommerce, WooCommerce and Magento:

Indicate how you want the Sales Channel to address scenarios where a retrieved refund amount differs the amount that is entered on the Credit Memo that is created in Business Central.

None: refund discrepancies will be ignored by CSM.

Line: an additional line in the amount of the discrepancy will be added to the Sales Credit Memo. 

This feature is currently not available for Amazon or Walmart.

None

Refund Discrepancy Line Type

This applies to Shopify, BigCommerce, WooCommerce and Magento:

If you selected Line or Consolidated as the Refund Discrepancy Behavior, this field is required and refers to how you want to identify the line type on the Sales Return.

This feature is currently not available for Amazon or Walmart.

G/L Account

Item

Resource

Refund Discrepancy Line No.

This applies to Shopify, BigCommerce, WooCommerce and Magento:

If you selected Line or Consolidated as the Refund Discrepancy Behavior, this field specifies the Sales Return Line Number to be used.

This feature is currently not available for Amazon or Walmart.

Return Location

This applies to Shopify, BigCommerce, WooCommerce and Magento:

Assign the Business Central location to which you want to receive Items that are being returned by Customers that you want to re-stock.

This feature is currently not available for Amazon or Walmart.

Returnless Location

This applies to Shopify, BigCommerce, WooCommerce and Magento:

Assign the Business Central location to which you want to receive Items that are being returned by Customers that you want to credit but do not want to re-stock (typically this is a virtual location).

This feature is currently not available for Amazon or Walmart.

Customer Refund Payment Selection Method

This applies to BigCommerce:

Sets the default payment method for Customer Refund Credit Memos sent from Business Central to BigCommerce.

Original Payment Methods: refunds to the payment method used on the original Order.

Manual Selection: users choose the refund payment method per Order.

Store Credit Only: refunds as store credit to the Customer's BigCommerce account. Not available for guest Orders.

Offline/custom: refund details are sent to BigCommerce, but the transaction is not processed there. The refund must be handled externally (eg - directly through the payment provider or a custom extension).

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

Guest Refund Payment Selection Method

This applies to BigCommerce:

Sets the default payment method for Guest Order Refund Credit Memos sent from Business Central to BigCommerce.

Original Payment Methods: refunds to the payment method used on the original Order.

Manual Selection: users choose the refund payment method per Order via a worksheet.

Offline/Custom: Refund is handled externally (eg - Check, Purchase order, or directly through the payment provider).

Store Credit is not available for guest Customers.

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

Additional Settings

 Amount Source*

This applies to Shopify:

Determines which amount field is used for Multi-Currency calculations.

Shop: use the Shop's base currency for calculations

Presentment: use the present currency for Multi-Currency scenarios 

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

*Note: This is intended as a temporary solution until the API mapping feature becomes available. 

Shop