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Magento Definitions and Mapping

Mapping Payment Methods, Shipping Carriers and more

Once your sales channel is configured there are a number of mapping exercises to map values from the external channel to values inside of Business Central.  These mappings are required to allow the automations to create sales orders Business Central.  

CSM Shipping Methods

CSM shipping methods are set up to map Business Central shipping agent codes to the correlating field on the external platform. Magento refers to these as Delivery Methods and they support a number of standard delivery methods.  

  • Open your Magento Sales Channel
  • From the Related ribbon choose Setup then Shipping Methods
  • From the Actions ribbon choose Retrieve Shipping Methods
    • If CSM is able to identify a Business Central shipping agent code that is identical to a CSM shipping method record’s external ID, it will automatically link these records.
    • If CSM cannot identify a shipping agent code that matches a CSM shipping method’s external ID, a new shipping agent code will be created and assigned to the CSM shipping carrier line.
Note: the functionality to load CSM shipping methods does not extend beyond the default methods that are supported by Magento. If extensions that allow for the assignment of additional delivery methods are deployed in your Magento environment, you must manually set up the related CSM shipping method records in Business Central.
 
  • It is possible to add a line for shipping charges to sales orders that have a shipping method defined, allowing you to post these charges to a dedicated account in Business Central:
    • If you want to post a shipping method’s shipping charges to a Business Central account, leave the Shipping Order Behavior field set to Default, then use the Shipping Order Charge Type and Shipping Order Change No. fields to identify the account to which charges will be recorded.
    • If you do not want to post a shipping method’s shipping charges to a Business Central account, change the value in the Shipping Order Behavior field to Skip, then leave the Shipping Order Charge Type and Shipping Order Change No. fields blank.

CSM Payment Methods

CSM payment methods are designed to map Business Central payment methods to the external platform.  This association will ensure that the proper payment information is maintained in both platforms.

  • Open your Magento sales channel
  • From the Related ribbon select Setup, then Payment Methods
  • From the Actions ribbon choose Retrieve Payment Methods 
    • If CSM is able to identify a Business Central payment method code that is identical to a CSM payment method record's external ID, it will automatically link these records.
    • If CSM could not identify a match you will need to manually assign a Payment Method Code. 

  • Payment methods that represent credit card transactions should have a balancing account assigned so that Business Central can automatically post and apply the payment entry in the customer’s ledger when the sales order is invoiced.

    • You can assign a balancing account to the Business Central payment method code that is linked to the CSM payment method, or you can define one for the CSM payment method by using the Bal. Account Type and Account No. fields on the CSM payment method line.
  • Additional setup options for each payment method include:
    • Automatic Application: enter a check mark in this field to instruct CSM to automatically apply payments that are recorded for the payment method to the associated Business Central sales invoice or credit memo.
    • Single Capture: enter a check mark in this field to instruct CSM to permit only a single payment capture activity against this payment method.
    • Perform Invoice Capture: enter a check mark in this field to instruct CSM to automatically perform and send a capture transaction (such as a credit card settlement) to the external channel following the transmission of invoice activities recorded for the payment method.
    • Perform Capture for Zero Amt: enter a check mark in this field to instruct CSM to automatically perform and send a capture transaction to the external channel following the transmission of invoice activity when an invoice amount is zero recorded for the payment method.

CSM Shipping Carriers

CSM shipping carriers are designed to map Business Central shipping agent codes to the external platform.  Magento calls these delivery methods. 

  • Open your Magento Sales Channel
  • From the Related ribbon select Setup then Shipping Carriers
  • From the Actions ribbon choose Retrieve Shipping Carriers

    • If CSM is able to identify a Business Central shipping agent code that is identical to a CSM shipping carrier record’s external ID, it will automatically link these records. 

    • If CSM cannot identify a shipping agent code that matches a CSM shipping carrier’s external ID, a new shipping agent code will be created and assigned to the CSM shipping carrier line.

Note: the functionality to load CSM shipping carriers does not extend beyond the default carriers that are supported by Magento. If extensions that allow for the assignment of additional delivery methods are deployed in your Magento environment, you must manually set up the related CSM shipping carrier records in Business Central.

CSM Price Groups

CSM needs to map Magento Customer Groups to Business Central Price Groups for each Sales channel you have defined. This allows CSM to create Magento Customers from BC Customer/Contacts with the proper Magento Customer Group. CSM Listing Management also uses this information to send Customer Group based pricing to Magento.

Each Business Central Price Group that represents a customer group on Magento should be added and linked to Magento. 

  • Open your Magento Sales Channel
  • From the Related ribbon select Setup then Price Groups
  • From the Actions ribbon, choose Retrieve Price Groups

CSM retrieves customer group records from the sales channel’s connected Magento store and creates new CSM price group records for each one.  It is also possible to send or update price groups from Business Central to Magento.

  • Open your Magento Sales Channel 
  • From the Related ribbon select Setup then Price Groups
  • Choose the line you want to send to Magento
    • This record must have an assigned Business Central customer price group and an assigned tax class ID
    • If necessary, enter the value that Magento will use to identify the price group in the External Description field 
  • From the Actions ribbon, choose Send to External

CSM sends the selected price group’s information to the sales channel’s connected Magento store. If the price group did not previously exist as a record in Magento, it will be created and that Magento customer group’s ID will be retrieved and assigned in the External ID field on the CSM price group line. If the record already exists within Magento and an external ID is present, the Magento record will be updated with new data from the CSM price group record (a new external description, for example).

You can also manually complete the mapping between Price Groups.

Multiple Currencies

If you configure your sales channel to assign currencies from retrieved orders, you must map the currency codes from your Magento channel to corresponding records in Business Central.

When an order is retrieved from Magento, CSM will review the currency on that order and assign a Business Central currency code to the related sales order based on this channel mapping.

To define currencies for your sales channel:

  • Open your Magento CSM sales channel 
  • Choose the Related ribbon, then select the Setup menu and choose the Currencies
  • In the Currencies window, choose the Actions ribbon, then choose the Retrieve from Channel

CSM retrieves currencies from the sales channel’s connected Magento store and creates new CSM currency records for each one.

  • Enter the appropriate currency in the Currency Code field 
  • When you are done mapping Magento currencies to Business Central records, close the Currencies
  • In the CSM Sales Channel window, expand the Order Management FastTab and place a check mark in the Allow Multi-Currency field.

CSM Order Status Matrix

The CSM Order Status Matrix is data that CSM uses to determine a Channel CSM Order Status based on information received from Magento. This data is pre-loaded. Please change these status values carefully to ensure CSM integrity when assigning a status to a Channel Order.

Order Notes Placement

When CSM retrieves an order from Magento, it is possible to include any notes that have been entered for it. By default, Magento only supports the entry of order comments through the Magento administration portal; there are no options for customers to enter comments at the time of checkout. There are, however, extensions that can support customer note functionality. Retrieved order notes are entered as CSM order document lines on the related CSM order.

If you wish, you can instruct CSM to place retrieved order notes on the sales order that is created from the CSM order:

  • Open the CSM sales channel record for which you want to set up order note
  • Choose the Related ribbon, then select the Setup menu and choose the Order Notes Placement
  • On a new line, enter the code or reference value that the channel uses to identify the order note type in the Order Document No. field.

If you are unfamiliar with the correct syntax used by the channel, we recommend you retrieve an order with the desired comment type into Business Central, then review the CSM Order Documents FastTab. The identifying value will be presented in the Order Document No. field.

Note: the administrative notes that are entered for an order in Magento are assigned unique identifying numbers, making it difficult if not impossible to enter a standard reference value for retrieved notes on CSM order document lines. This functionality is more applicable if customizations or extensions are in place that can identify retrieved order notes according to a standard identifier.

  • In the Placement field, use the dropdown to indicate how you want these comments to be placed on sales orders. You can choose to have comments placed on sales lines or as sales order comments 
Next: CSM Customer Mapping