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Download Instructions Here: CSM for Magento Functional Settings and Cross Reference Documentation – Order Management

 

CSM Functional Settings and Cross References

This section will go thru the settings that will customize your CSM experience and cross reference your data in Business Central to like data in Magento, such as shipping methods, payment types, and customer price groups.

 

Order Management Setup

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.

 

CSM Sales Channel

Sales Channels are the heart of CSM; most user interaction centers around a Sales Channel.  Think of a Sales Channel as an e-commerce or marketplace store.  For example, if you have 2 Magento Stores defined, one B2C, the other B2B, they would be setup as two Sales Channels in CSM.  If you use the Amazon Marketplace, you may sell on Amazon using the FBA (Fulfilled by Amazon) model, and / or the FBM (Fulfilled by Merchant) model.  Each of those are different Sales Channels in CSM.

If you used the Magento Quick Setup Wizard, your first Sales Channel should have been setup by that process.  Let’s see how you can tailor your experience with that Sales Channel, or create a new one.

You can open the Sales Channel Card, directly from the CSM Sales Channel List Fact box, or see a list of all CSM Sales Channels from the Actions > Tasks menu.

If you want to create a new Sales Channel, simply press the + New button on the CSM Sales Channel list screen.

 

Here is a walk-through of the data on the Sales Channel card that is used by Order Management.

 

 

 

CSM Shipping Methods

CSM needs to map the Shipping Methods that Magento allows customers to choose in checkout, to Business Central Shipping Agents and Services for each Sales channel you have defined.

This Shipping Methods cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Shipping Method that a customer can choose from on Magento, should be added and linked to the Business Central Shipping Agent and Service it corresponds to.  We also define here, how CSM should account for Shipping fees charged to the customer.  In the following example, we are linking 3 Magento shipping methods to their Business Central counter parts.

The Magento Shipping Method Code can be found on Magento by looking in the mage_core_config_data table and filtering the config path to carriers.

 

CSM Payment Methods

CSM needs to map the Payment Methods that Magento allows customers to choose in checkout, to Business Central Payment Methods for each Sales channel you have defined.

This Payment Methods cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Payment Method that a customer can choose from on Magento, should be added and linked to the Business Central Payment Method it corresponds to.  We also define here, whether we should send Magento a Capture Transaction (most often a Credit Card Settlement) right after sending Invoice Information. CSM will build the Business Central Sales Order with the NAV / BC Payment Method linked to the payment method code received from Magento. In the following example, we are linking 2 Magento payment methods to their Business Central Payment Method counter parts.

The Magento Payment Method Code can be found by looking in the mage_core_config_data table and filtering the config path to payment active.  The code will be found in the middle of the path.  For example, for the entry of payment/ccsave/active, the payment code Magento will store on the order and send to CSM will be ccsave.

CSM Shipping Carriers

CSM needs to map the Shipping Carriers that Magento presents to customers in its Shipment Notifications, to Business Central Shipping Agents and Services for each Sales channel you have defined.

This Shipping Carrier cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Business Central Shipping Agent used to ship Magento orders, should have a Magento Shipping carrier specified.  When a shipment is posted using one of these shipping agents, CSM sends the appropriate Magento Carrier Code to Magento with the Invoice information. In the following example, we are linking 4 Business Central Shipping Agents to their Magento Shipping Carrier counter parts.

 

CSM Tax Groups

CSM Tax Groups are used by Listing Management and will be described in the Listing Management documentation.

 

CSM Price Groups

CSM needs to map Magento Customer Groups to Business Central Price Groups for each Sales channel you have defined.  This allows CSM to create Magento Customers from NAV Customer / Contacts with the proper Magento Customer Group.  CSM Listing Management also uses this information to send Customer Group based pricing to Magento.

This Price Group cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Business Central Price Group, that represents a customer group on Magento, should be added and linked to Magento.  In the following example, we are linking 2 Business Central Price Groups to their Magento counter parts, which are the Magento Id of the Customer Group.

The Magento Customer Group Id’s can be found on Magento Admin Panel: Customers->Customer Groups page.  You can find the ID of a Magento Customer Group in the first column of the list.

  • Note, although it is preferred to have each Business Central Price Group, cross reference to a unique Magento Customer Group, it is possible for more than one Business Central Price Group to point to the same Magento Customer Group.

CSM Order Status Matrix

The Order Status Matrix is data that CSM uses to determine a Channel Order Status based on information received from Magento.  This data is pre-loaded.  Please change these status values carefully to ensure CSM integrity when assigning a status to a Channel Order.

CSM Automation List

The Automation List allows for tasks to be run in batch and on a schedule and can be found in the Role Center tasks.

By default, there are two automation codeunits that you can schedule.  These codeunits are identified by the Codeunit ID Code in the Automation List.

  • ORDERMGTDEFAULT: performs automation related to CSM order management features. (codeunit 70338206 “CSM Order Mgt Automation”)
  • LISTINGMGTDEFAULT: performs automation related to CSM listing management features. (codeunit 70338208 “CSM Listing Mgt Automation”)

In this document, we will go through those tasks relating to order management.

First note the column for sequence, this determines the order of processing of the tasks.

Fulfillment Automation Tasks

The first two automation tasks address the sending of Invoice and Invoice information to Magento.

Send Shipment Information:

If in the Sales Channel, you turned Send Shipment Information switch to on and set the Send Shipment When to Scheduled, when this task is selected to run, all pending Shipment information will be sent to Magento.  If you selected Immediate, and an exception in the process prevented the communication from immediately completing, the Automation Task will try again to send the information.  If you selected Manual, this task will not send any Shipment information automatically.

Here is a field by field listing of the values necessary for the Automation to send Invoice Information.

Send Invoice Information:

If in the Sales Channel, you turned “Send Invoice Information” on, and set the “Send Invoice When” to “Scheduled,” when this task is selected to run, all pending invoice information will be sent to Magento.  If you selected “Immediate,” and an exception in the process prevented the communication from completing, the Automation Task will try again to send the information.  If you selected “Manual,” this task will not send any invoice information automatically.

Here is a field by field listing of the values necessary for the Automation to send Invoice Information.

API Automation Tasks

The API Automation Tasks are those that run at the API Set level and are not tied to a specific Sales Channel that uses the API Set.  For example, both the Amazon and Magento API Functions to retrieve Channel Orders are setup to receive all orders associated with the API Set, not just orders for a specific sales channel (store / fulfillment method).

API Sales Order List:

This task will automatically retrieve any orders from Magento that are new or have changed since the last time CSM retrieved orders.  Initially, the date that CSM uses to determine whether the orders are new or have changed is set by the Sales Channel Setup Actions function: Starting Order Retrieval Date. Note that this API task only retrieves summary information regarding the order.  Order lines and other order information is performed by the next automation task described: Get Order Lines

Here is a field by field listing of the values necessary for the Automation to retrieve the Magento Order List.

Order Automation Tasks

The Order Automation Tasks are those that download additional information regarding the summary orders retrieved by API processing.  The Order Automation tasks can then specify additional processing to occur for each valid order.  For example, the Order Automation task can create, release and even post a Sales Order.

Get Order Lines Order Automation Task:

This task will automatically retrieve additional order information, including the order lines, for any order that has reached the Channel Status Value specified in the Task.  For example, if a credit card payment was authorized by Magento, Magento would normally set its status to “processing” for a valid order.  For a purchase order payment, Magento would set its status to pending.  With this automation task, you specify which Magento status the task should look for before retrieving the balance of the order information and process Business Central Sales Orders.

Here is a field by field listing of the values necessary for the Automation to retrieve and process the Get Order Lines Task.

Note that it is possible to have more than one Get Order Lines task defined for CSM to process different Magento Status.  For example, you could have one line that Creates (but does not release) a Business Central Sales Order when the Magento Status is pending, and another line that creates and releases a Business Central Sales Order when the Magento Status is processing.  Keep in mind that the Magento status is case sensitive and should match the exact status as Magento sends it.  Also, defining multiple lines requires that the Sequence value be unique.