Updating or Deleting CSM Channel Orders

When CSM brings data into Business Central from an external platform, it creates a CSM Channel Order.  The data in the channel order is then mapped to the Business Central order.  The CSM Channel Order can be viewed, edited or deleted depending on your reason for doing so.  In most cases, data will pass through the CSM Channel Order directly to a Business Central document and no interaction will be necessary.

Please review the CSM Order Status Matrix setup on the sales channel.  From the Related ribbon select Setup then Order Status Matrix.

Updating Channel Orders

Order statuses are assigned to CSM Channel Orders as they are brought in based on your settings and what CSM has been able to perform.  For example, you may have a new item that was entered on your external platform, but the mapping was not performed in the CSM Sales Channel, so the CSM Channel Order status is Error and a Business Central Order was never created.  Once you do the proper mapping of the items you can then choose to update the CSM Channel Order status. 

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

Alternatively, you can perform a bulk update by setting a filter to show the channel orders you wish to update, then choosing the Update All Orders from the Actions ribbon.

In both scenarios, CSM will attempt to reprocess the channel order and update the status accordingly. 

Note: you cannot update the status of any orders that have been marked as Complete. 

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.