CSM Channel Orders - Sending Shipping and Invoice Information

Channel-level switches (Send Shipment/Invoice Information, Send … When, Req. Tracking No. on Shipment, Send Invoice Capture) are set on the sales channel – see CSM Sales Channels - Order Management. This article covers what happens on the CSM Order card and what you can do there. 

What Happens When You Post a Shipment

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

• You post a shipment on the Business Central sales order (or from a warehouse shipment).
• CSM adds a Shipment line to the CSM Order Documents FastTab on the CSM Order, filled from the posted sales shipment:
  • Shipment Tracking Number – from the sales order's Package Tracking No.
  • Shipment Carrier / Shipment Tracking Title – the channel's carrier and tracking label mapped from the sales order's Shipping Agent Code in CSM Shipping Carriers
  • Is Complete Order Shipment – true when this shipment completes the order
  • External Requires Update – set to true, meaning "needs to be sent"
• CSM updates the CSM Order's NAV Shipment Status (Partial Shipped, Full Single Shipment or Full Multiple Shipments) and the Posted Shipments value in the Sales Channel Order Statistics FactBox.
• If Send Shipment When is Immediate, the document is sent now. If Scheduled, the SHIPMENTTRACKING automation sends it on its next run. If Manual, see Sending a Document Manually below.
• On success the channel's ID is written to External ID, External Requires Update is cleared and Last External Update Status/Result show the outcome.

This applies to BigCommerce:

BigCommerce has no invoice endpoint; instead, once the order is fully shipped, the SENDCOMPLETESTATUS automation sets the BigCommerce order status to Completed.

Tracking Number Required

If Req. Tracking No. on Shipment is enabled on the channel, posting is blocked until Package Tracking No. is filled on the sales order, and a shipment document cannot be sent without a tracking number. If a document was created without one, enter it directly in Shipment Tracking Number on the document line and send the document (see below).

What Happens When You Post an Invoice

This applies to Shopify, WooCommerce and Magento:

• You post the invoice on the Business Central sales order.
• CSM adds an Invoice line to CSM Order Documents with External Requires Update = true and updates Total Amt. Invoiced in the statistics FactBox.
• The document is sent immediately, by the SENDINVOICE automation, or manually, per Send Invoice When.
• On success External ID is populated and External Requires Update is cleared. If Send Invoice Capture is on and the order's payment was only authorized, CSM also captures the payment on the platform.

Sending a Document Manually

Use this for channels set to Manual, or to resend a document that failed.

• Open the CSM Order and select the Shipment or Invoice line on the CSM Order Documents FastTab.
• Make sure External Requires Update is enabled on the line (enable it to force a resend).
• Choose Send To Channel on the FastTab.

Checking Results and Fixing Failures

• Last External Update Status / Result on the document line show whether the send succeeded and hold the platform's error text if not.
• Failed documents keep External Requires Update = true, so the SHIPMENTTRACKING / SENDINVOICE automations retry them automatically on every run until they succeed. Fix the cause (missing tracking number, unmapped shipping agent, platform validation error) and either wait for the next run or use Send To Channel.
• Choose Document Lines on the FastTab to see the line detail that was sent, or Show Document in the ribbon to open the posted Business Central document.
• If the shipment was posted while the CSM Order was archived and re-created, CSM copies the shipment's External ID from the archived order so it is not sent twice.

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