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Download Instructions Here: CSM for Magento Everyday Operations Documentation – Order Management

Everyday Operations

This section will cover CSM operations that you will routinely perform.

 

CSM for Magento 1.x (CSM Business Central AppSource Version 1.10.01)

This document presents setup information regarding the CSM for Magento Order Management functionality for Dynamics 365 Business Central.

Please ensure that the CSM for Magento app and its dependent apps are correctly installed in your Dynamics 365 Business Central instance before proceeding.

 

Running the Automation Manually

We recommend that you schedule the automation jobs to run on a schedule as defined in the CSM Functionality Settings and Cross References Documentation.

If you would like to run the automation manually at any point in time, you can do so from the CSM Roll Center Tasks.

 

Viewing Channel Orders

After the Automation runs, you can view the retrieved order information by navigating to CSM Channel Orders.

This will list all Channel Orders with a color-coded status. A CSM Channel Order is essentially the data received from Magento regarding an order, with some additional information as to the CSM status and links to other Business Central Information.

In the above list, we see several orders that are In Process, meaning that they are active, and have Business Central Sales Orders linked to them.

Also, above, you will see 3 orders with an Error status.  CSM will assign an Error status to a Channel Order if it could not create a Sales Order because of a Shipping / Payment / Item cross reference that is missing, or when the status received from the Channel, does not make sense based on the current information in Business Central.  In the above Channel Order List example, Magento Orders 145000049 and 145000050 have a Magento Status of Complete (which implies that they have both been shipped and invoiced), however no record of a shipment / Invoice for that order can be found in Business Central.

Order 14500060 is the current (highlighted) row, so the Sales Channel Order Statistics Factbox shows information for that order.  In that Factbox, we can see that the Order Total received from Magento was $39.71.  We can also see that there is an Outstanding Business Central Sales Order that totals $39.71 as well.

Channel Order Card

Select the Order Id hyperlink to see additional details regarding the CSM Channel Order.

General Fast Tab

In the General Fast tab of the Channel Order Card, the fields below bordered in green are values from Magento, the fields bordered in red are fields that CSM uses to keep track of status.

  • CSM Order Status is a summary status value based on the integrity of the data, and relationship of the Channel Order to other Business Central Sales Documents (Sales Order, Posted Invoices, Posted Shipments).
  • Order Status is a status indicating what CSM found in Business Central that are related order documents.
  • No Order – No Business Central Sales Documents were found for this Channel Order.
  • Open – A Business Central Sales Order Exists with a status of Open.
  • Released – A Business Central Sales Order Exists with a status of Released.
  • Partial – A Business Central Sales Order Exists and some of the items on the order have shipped.
  • Pending Approval – A Business Central Sales Order Exists with a status of Pending Approval.
  • Pending Prepayment – A Business Central Sales Order Exists with a status of Pending Prepayment.
  • Shipped – Posted Shipments exist that have completed the order.
  • Order No. If the Order Status is any value other than No Order, then this will be the Business Central Order Document Number of the documents that relate to this Channel Order.
  • Shipment Status is a summary status value of what has been shipped so far from this order:
  • Nothing Shipped – no posted shipments could be found for this Channel Order.
  • Partial Shipped – Posted Shipments were found, but some of the items have not fully shipped.
  • Full Single Shipment – All Items shipped on a Single Posted Shipment.
  • Full Multiple Shipments – The order is fully shipped and at least 2 Posted Shipments were found.

Order Lines Fast Tab

The Next Fast Tab Section on the Channel Order are Channel Order Lines.

These are the order lines information as received from Magento.  Note that the Channel Item No. and Channel Item Description are how Magento knows the items as.  So How does CSM create a Sales Order with a Channel Item No that could potentially be different than how an Item is defined in CSM?

  • If a CSM Channel Listing is found for this Sales Channel, with a matching SKU, the Business Central Line information will be built with the Line Information on the listing. Note, having a CSM listing record is the only mechanism where Business Central Sales Lines can be non Item types (G/L Account, Item Charge).
  • Next, if the Channel Item No. matches exactly to a Business Central Item No., it will be used, and the Base Unit of Measure of the item will be assumed.
  • After that, if the Channel Item No. is found in the Item Identifier table, then the Item, Variant, and Unit of Measure defined in the Item Identifier record will be used.
  • Finally, the Item Cross Reference will be used (Bar Code Type).

If CSM fails to cross reference the Channel Item No. using any of the above methods, the Sales Order Creation process will fail, and the error message will indicate such.

Order Documents Fast Tab

The Next Fast Tab Section on the Channel Order are Channel Order Documents.

Channel Order Documents show related information to the Order.  In the above screenshot, we see the payment information that was received from Magento.  The Channel Payment Method from Magento is used when building the Sales Order to set Payment Method.  CSM looks in at the Sales Channels Payment Methods to determine the correct value.  If the value is not found in the Sales Channel Payment Method table, the Business Central Order Creation will cause an error status to occur on the Channel Order.

As this order is processed, Business Central Posted Shipments and Invoices will be added as they are posted.

Shipping Fast Tab

The Next Fast Tab Section on the Channel Order is Shipping Information as it was received from Magento.

The Ship Service Level from Magento is used when building the Sales Order to set the Shipping Agent and Shipping Agent Service.  CSM looks in at the Sales Channels Shipping Methods to determine the correct value.  If the value is not found in the Sales Channel Shipping Method table, the Business Central Order Creation will cause an error status to occur on the Channel Order.

The Ship To Address information in this Fast Tab will be used to populate the Business Central Sales Order Ship To information.

Invoicing Fast Tab

The Next Fast Tab Section on the Channel Order is Invoicing Information as it was received from Magento.

The invoicing information received from Magento includes the Order Bill To address information; this is used to build the sales order, as well as create a Business Central Customer (if the Sales Channel Setup specifies Auto Create for its new Customer behavior).

Any order level charges received from Magento will be added to the sales order as additional lines.

The Channel Order Total received from Magento is also presented in this fast tab.

Channel Data Fast Tab

The Channel Data Fast Tab Section on the Channel contains additional information received from Magento.

  • Channel Status Value – The status of the Order as received from Magento.
  • Channel Customer Code – The Magento Id of the customer who placed the order. CSM uses this value to determine whether the customer already exists in Business Central, or needs to be created (See the discussion regarding Sales Channel Customers).
  • Guest Customer – Indicates whether the Customer used Guest Checkout on Magento when placing this order. Note that CSM uses this value to determine the appropriate Customer behavior.  Also, CSM can determine that a Customer (who used the same email address on a previous order) previously was setup as a guest customer, and now has registered an account on the Magento store.
  • Seller Order Id – The Order Id (Not Order Number) that Magento assigns to the order.
  • Channel Sales Identifier – This is the Magento Store Id, CSM uses this to determine which CSM Sales Channel the order belongs to. It should match an API Channel Identifier on a CSM Sales Channel.
  • Order Channel – A text version of the Website and Store that the Magento Order occurred in.
  • Marketplace ID – This contains the Magento Website ID that the order was placed on.

The rest of the fields in this fast tab are used by other Channels (Amazon Marketplace) and should be blank for Channel Orders from Magento.

Refund Information Fast Tab

Refund information is currently not supported by CSM for Magento at this time.

Information Fast Tab

This fast tab on the channel order mostly contains housekeeping information regarding the Channel Order such as user information and relevant transaction and communication dates.  Of interest in this section is the Status Text Field. If a Channel Order has a status of Error, the reason as to why it is in Error should be described in this field.

Channel Order Actions

There are also several Actions that can be taken for a Channel Order.  These are handy if the Channel Order is in error and you need to manually process the order.

  • Get Order Lines – This Action will communicate with Magento to update the order and its lines.
  • Create Sales Order – This action will attempt to use the data retrieved from Magento to create a Business Central Sales Order. Note that if CSM cannot perform this because of an error, the traditional Business Central Error Message Dialog will not appear.  CSM, in this case, will change the status of the Channel Order to Error and present the Error reason in the CSM Order Status Text.
  • Show Document – CSM will Navigate to Business Central Sales Documents. If a Sales Order still exists in the system, that Sales Order Document will be navigated to.  If a sales order is not found, then CSM will display the related Posted Sales Invoice(s).
  • Update Status – CSM will reevaluate the Status of the Order.

Sales Channel Customers

While processing Channel Orders into Business Central Sales Orders, CSM will follow the New and Guest Customer Behaviors specified on the Sales Channel Card.

Setting the behavior to Auto Create will cause CSM to determine whether a customer already exists in Business Central, or whether one needs to be created.  To do this, CSM looks at the Sales Channel Customers table to find a match.

If the Channel Order indicates that this is a Guest Checkout, CSM will look at the Sales Channel Customers to find an email (Channel User Code) Match.  If found, it will attach the Order to the Customer and Contact specified on the found entry.  If a match is not found, CSM will follow the Customer Behavior specified on the Sales Channel. If it is set to Auto Create, a new Business Central Customer will be Created using the number series specified on the Sales Channel.

For those orders where the Guest Checkout is false, CSM first looks at the External ID to see if there is a match.  It then looks at the email for Guest Checkouts, and if found, essentially updates the record with the ID and uses that as the Customer for Sales Order Building Purposes.

If the Sales Channel Customer Behavior is set to Sales Channel then Business Central Sales Orders will always be built using the Customer specified in the Sales Channel Customer Template and will override the Sales Orders shipping and billing addresses to those found on the Channel Order.

If the Sales Channel Customer Behavior is set to Manual, and no match is found in the Sales Channel Customers table, then the Sales Order Creation process will fail.  This maybe useful in an B2B situation where new accounts who register on Magento need to be approved in Business Central before being setup as a customer.  In this case, you would manually setup the CSM Sales Channel Customer record and link it to the appropriate Business Central customer (and optional contact).  You would also need to set the Sales Channel Customer External Id to match the ID that Magento sent for the order.

You can also create Customers on Magento from Business Central Customers and Contacts.  To do this you would add a Sales Channel Customer record and choose the appropriate Business Central Customer and Contact.  Make sure you enter the email address in the Channel User Code and also a starting password.  (Note, Channel User Code must be unique for the Sales Channel.) Then use the Send To Channel – Channel Integration Action.  This will send the Customer information to Magento, and Magento will return the External ID it used to Create the customer.  Note, that you can have many Channel User Codes pointing at the Same Business Central Customer.

Sending Shipment Information

Sending Shipment Information in CSM, is, for the most part, transparent. This section will review the process.

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 Magento.

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

Sending Invoice Information

Sending Invoice Information in CSM, is for the most part, transparent. This section will review the process.

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.

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

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