CSM Channel Orders - Viewing, Updating, Deleting and Archiving

Viewing Channel Orders

Search CSM Channel Orders, or open the list from the CSM Administrator Role Center. From a sales channel card, the Channel Orders action opens the list filtered to that channel.

The list is sorted by Last Source Update descending — most recently changed first — and is read-only. Open an order to make changes.

Reading the List

CSM Order Status is color-coded so problems stand out:

Additional columns — buyer details, seller order ID, amounts, channel references — are available through Personalize.

Finding Orders that need Attention

There is no separate error log. Errors are stored on the order itself in Status Text. Three ways to find them:

• Role Center cues — the Activities group shows New, Changed, Orders with Errors, Cancelled, and Channel Orders in Fulfillment. The Requires Attention group adds Orders with Errors, Outstanding Orders to Channel, Outstanding Listings to Channel, Listings with Sync Errors, and Delayed Automation. Clicking a cue opens the filtered list.
• Filter the list on CSM Order Status = Error and read the Status Text column.
• CSM Order Documents External Requires Update — a dedicated page listing every order document still waiting to be sent to a channel, with its last result and error.

For broader diagnostics, CSM Processing Log Entries records channel processing activity beyond orders.

Other Places Orders Appear

• Customer Orders — a list part on the customer card showing that customer's channel orders
• The Business Central sales order, return order, and sales order archive each carry a Sales Channel Manager group showing the sales channel code and order ID

Updating Channel Orders

Update Status is the refresh action. It recalculates BC Order Status from the linked Business Central document and its posted shipments, refreshes the order's documents, and re-evaluates the status matrix.

• One order — Update Status on the order card or the list
• Many orders — Update All Orders on the list. It applies your current filters, adds a filter excluding Complete orders, and updates the rest.

Complete orders are not re-evaluated by Update All Orders. Update them individually if needed.

Clearing an Error

Resolve Error Text does not clear the error

It prefixes Status Text with RESOLVED: as an annotation. The order stays in Error until something changes its status.

Only two things move an order out of Error:

• Update Status finding a matrix row whose implied status differs
• A successful Create Sales Order, which sets the order to In Process

So the normal repair sequence is: read Status Text, fix the underlying cause (item mapping, shipping method cross reference, payment method cross reference, a missing status matrix row), then run Create Sales Order or Update Status.

Re-retrieving from the Channel

• Get Order Lines on the order re-pulls the line detail.
• Get Specific Channel Order on the sales channel card re-retrieves one whole order by its channel order number.

What you can Edit

Addresses, amounts, shipping fields, channel data, and Status Text are editable on the order card. The status fields, timestamps, import fields, and the Sales Order No. are maintained by CSM and are read-only.

Deleting Channel Orders

Use Delete Selected Channel Orders on the list. Select the orders first — selecting all is rejected — and confirm the count when prompted.

Before deleting each order CSM refreshes its Business Central status, then deletes it only if both hold:

• The channel order status is not Complete
• BC Order Status is No Order — no linked sales order and nothing shipped

Orders that fail either test are skipped silently. The result message reports how many were deleted, so compare it against how many you selected.

Deleting an order also deletes its channel order lines, line options, order documents, document lines, and document transactions. It does not touch the Business Central sales order, shipments, or invoices, and it does not touch the archive.

A deleted order can be brought back by resetting the sales channel's starting retrieval date and re-running the retrieval automation.

Deleting a CSM Sales Channel removes all of its channel orders, lines, documents, the order status matrix, and its archived orders.

Archiving Channel Orders

Archiving moves settled orders out of the working list to keep it manageable. It is automatic only — there is no manual archive action.

Configuration

Two fields, on CSM Setup as defaults and on each CSM Sales Channel. A new sales channel copies the setup values.

What Triggers It

Archiving runs inside a CSM Automation of type Housekeeping. If no housekeeping automation is scheduled, nothing is archived regardless of the settings above. Housekeeping also cleans up old API messages and processing log entries.

What gets Archived

For each channel with archiving enabled, an order is archived when both are true:

• CSM Order Status is Complete or Cancelled
• Last Source Update is older than today minus Archive After Days

The order header, its lines and line options, and its documents, document lines, and document transactions are all copied to the archive tables, then removed from the working tables.

If an Order is Archived Twice

The first archive keeps the original Order ID. A later archive of the same order is stored as <Order ID>-01, then -02, and so on.

Viewing Archived Orders

Search CSM Channel Order Archives, or open it from the CSM Administrator Role Center under Posted Documents.

Archived orders use the same layout as live orders, sorted by Last Source Update descending. The card and list are read-only, and the archive card's only action is Show Document, which navigates to the related Business Central documents. Line and document sub-pages offer their own options, document line, and transaction views.

There is no restore. An archived order cannot be returned to the working list, and no retention routine removes archived orders — they persist until the sales channel is deleted. Choose Archive After Days with that in mind.

Troubleshooting