CSM Channel Orders - Viewing, Updating, Deleting and Archiving

Viewing Channel Orders

After the automation runs, you can view the retrieved order information by entering Channel Orders in the looking glass or selecting it from the CSM Role Center. This will present a list of all CSM channel orders, which contain the raw data as it was retrieved from the external platform.

CSM uses the information from these orders alongside your sales channel setup and record mapping to build sales orders in Business Central. The value in the CSM Order Status field will indicate whether or not a sales order was successfully built from the channel order. Some common CSM order status settings are:

• New
  • CSM has not attempted to create a Business Central sales order from the channel order. This typically occurs if the appropriate automation routines for sales order creation have not been turned on.
• In Progress
  • An active, open Business Central sales order has been created from the channel order.
• Error
  • CSM failed in its attempt to create a Business Central sales order from the channel order. This could be due to a missing or incomplete cross reference setup, no order status matrix lines that properly reflect the channel order, or another reason.

• Complete
  • CSM created a Business Central sales order from the channel order, and this sales order has subsequently been processed in Business Central.

Updating Channel Orders

You can manually update an order’s status by selecting it on the CSM Channel Orders page and then choosing the Update Status action in the ribbon.

Alternatively, you can perform a bulk update to the status of multiple channel orders by setting a filter to show only those channel orders you wish to update, then choosing the Update All Orders action in the ribbon.

In either case, CSM will attempt to re-process the channel order, and update its status accordingly.

The one exception to this feature is an order that has been marked as Complete. You cannot update the status of a completed order.

Deleting Channel Orders

If necessary, an individual channel order can be deleted from the CSM channel orders list or card by choosing the Delete action in the ribbon. It is also possible to select multiple orders and delete them at once by choosing the Delete Selected Channel Orders action in the ribbon. Business Central will ask you to confirm that you want to delete the selected orders, and if you answer Yes, proceed with the deletion. Business Central will not delete any selected orders that:

• Have an associated sales order in Business Central, and
• Have a CSM BC order status value that is not Complete.

Once the deletion process is completed, the application will inform you of how many orders have been deleted (this number may be less than the originally selected quantity if any of the selected orders failed to meet the criteria mentioned above).

It is important to note that deleted CSM channel orders can be re-created in Business Central by opening the relevant sales channel record, setting the starting order retrieval date to reflect a date prior to the orders’ creation, and then re-running the channel’s automation routine.

This is useful in scenarios where a missing or incorrect setup issue in a sales channel environment resulted in a large quantity of incorrect CSM channel orders within Business Central. If this occurs, the user can select all of these channel orders and delete them at once using the bulk delete functionality described here, correct the problem within the sales channel, then re-import all of the orders into Business Central.

Archiving Channel Orders

When the housekeeping automation routine runs, Business Central will archive any CSM orders that meet the following criteria:

• The order’s assigned sales channel code has archiving enabled.
• The order’s CSM BC order status value is either Complete or Cancelled.
• The order’s Last Source Update date falls outside of the related sale channel’s defined archiving period in relation to Business Central’s work date.

For example, consider a scenario where our work date is 03/26/2026 and we have a number of channel orders whose sales channel has a defined archiving period of 30 days. When we run the housekeeping automation routine, the application will archive or not archive channel orders as follows:

Viewing Archived CSM Channel Orders

When a CSM channel order is archived, it is removed from the list of active CSM orders and a new archive record is created. These archived CSM orders can be accessed from the CSM Administrator role center. Choose the “Posted Documents” action at the top of the role center, then choose the Archived CSM Channel Orders action to see a list of archived orders. From here, you can open a specific archived order to review it.

Archived CSM orders contain the same layout, FastTabs, FactBoxes, and fields as active CSM orders. You can also view any existing order line option and archive document line records by selecting a line on the Channel Order Archive Lines or CSM Order Archive Documents FastTab, then choosing the Manage action in the ribbon and choosing the relevant option.

As with active CSM orders, you can navigate to related Business Central orders from an archived CSM order:

• To access related shipments: drill down on the Posted Shipments link in the FactBox.
• To access related invoices: drill down on the Total Amt. Invoiced link in the FactBox.