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Role Center Cues

It is important to monitor CSM Channel Orders from time to time to ensure all orders are being processed correctly.

A number of cues have been added to the CSM Role Center to assist in identifying issues with various CSM records that fail to process or have some sort of outstanding issue. These cues are found in the Requires Attention section of the CSM Role Center:

Role center cues

Choosing one of these values will open a separate list of the records in question. These cues present the following information:

  • Orders with Errors: this cue presents a list of all CSM orders with an order status of Error. You can use this information to identify orders that have failed to process for any reason.
  • Outstanding Orders to Channel: this cue presents a list of all CSM order documents whose External Requires Update field is checked. Typically, when a CSM order document is created, it is then automatically synchronized with the connected eCommerce channel.  If this synchronization is successful, CSM will automatically remove the check mark from the External Requires Update field. Accordingly, the records listed as part of this cue can be used to identify those CSM order documents that failed to synchronize with the connected channel. In addition to being able to access a particular CSM order from a selected line, you can also directly process one or more lines by selecting them, then choosing the Actions ribbon and choosing of the available options:
    • Send to Channel: CSM will attempt to re-send the selected order documents to the connected channel
    • Set External Requires Update to FALSE: the check mark in the External Requires Update field for the selected order documents will be removed.
  • Outstanding Listings to Channel: this cue presents a list of all CSM listings whose External Requires Update field is checked. When a CSM listing is created and then successfully sent to a connected eCommerce platform, CSM will automatically remove the check mark from the External Requires Update field.   Accordingly, the records listed as part of this cue can be used to identify those CSM listings that failed to send all or a particular piece of information to the connected channel. It is important to understand that the External Requires Update field is checked whenever a new CSM listing is created or a change is made to it that requires an update, meaning that a CSM listing with this setting enabled may not necessarily be “problematic,” but rather awaiting an update.
  • Delayed Automation: this cue presents a list of all CSM automation routines whose scheduled frequency exceeds their last run timestamp.  For example, an automation routine with a scheduled frequency of 1 hour and a last run timestamp of 08/01/20203 9:00 AM would be considered delayed at any point after 10:00 AM on 08/01/2023. You can use this information to determine whether certain processes are being executed as expected.