Sending Shipment Information

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.

First, CSM will create a new CSM Order Document for the event, which essentially assembles all the information needed to send to the platform.

Next, CSM will send the information to the platform, and if successful, set the External ID that assigned to the transaction on the CSM Order Document Line.

CSM will send the tracking information to the platform, either as an order note or into the tracking field, depending on the platform capabilities. This will happen as each Shipment is posted. If the CSM Order is then marked with “Shipment Status” of either “Full Single Shipment” or “Full Multiple Shipments” then CSM will also send the Status of ‘Complete’ to the platform.

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.

The CSM Automation List can be configured to send shipment information on a schedule, or the user can manually send a single shipment by selecting the Shipment Line and executing the Send to Channel Button in the Manage section of the CSM Order Documents FastTab.

Once the information is sent to the channel, the Last External Update information will populate.