Skip to content
  • There are no suggestions because the search field is empty.

Sending Shipping and Invoice Information

Sending Shipment and Invoice Information in CSM is, for the most part, transparent. 

When you post a shipment for a Business Central Sales Order that relates to a CSM Channel Order, CSM intercepts that event and sends the shipment information. It will pull the tracking number from the Sales Order Package Tracking No. field. This information is entered in a new shipment line on the CSM order’s CSM Order Documents FastTab. If the shipment is successfully sent to the platform, CSM retrieves the external ID that is assigned to that shipment record and enters that on the CSM order document record, as well. If for some reason the communication fails upon posting, the CSM automation will look for shipment documents that do not have an External ID and attempt to resend them.

When you post an invoice for a Business Central Sales Order that relates to a CSM Channel Order, CSM intercepts that event and sends the invoice information. This information is first entered as a new invoice line on the CSM order’s CSM Order Documents FastTab. If the invoice is successfully sent to the platform, CSM retrieves the external ID that is assigned to that shipment record and enters that on the CSM order document record, as well. If for some reason the communication fails upon posting, the CSM automation will look for invoice documents that do not have an External ID and attempt to resend them.