SUITE ENGINE > News-Posts > eCommerce > CSM App > Enabling Refund Processing – WooCommerce

How to Enable Refund Processing

Integration: CSM for WooCommerce

For businesses utilizing CSM WooCommerce integration with Microsoft Dynamics 365 Business Central, enabling the refund processing functionality requires more than just implementing the GETORDERREFUNDS automation. This blog post will guide you through the steps to populate relevant fields on the sales channel, helping you avoid errors caused by missing information.

CSM Notifications Upgrade Instructions

For those using CSM with an existing Business Central environment and WooCommerce installation, the following changes are required to leverage the new functionality fully:

  1. Edit the CSM Automation List and verify the following lines are scheduled:
      • GETORDERREFUNDS (sequence 300)
      • BUILDSALESCRMEMO (sequence 1500)
      • BUILDSALESCRMEMO (sequence 1510)
  2. Search “CSM Sales Channel,” then open a WooCommerce channel.
  3. Under the “Order Management FastTab,” and under the section “Sales Return,” enable the toggle for “Enabling Refund Processing.” This field indicates you want to use refund processing in CSM.
  4. Fill in data for each required field within the Enabling Refund Processing:
    • Memo Build Codeunit: The Codeunit ID to use when building a Sales Credit Memo for a CSM Order from this channel.
      • Verify that the codeunit is 70338215 on your sales channel. If not, fill in this field with the appropriate data.
    • Credit Memo No. Series: The number series to use when creating a new Business Central Sales Credit Memo from this Sales Channels Channel Orders.
      • Example: CSM-CR-WOO
    • Refund Discrepancy Behavior: Indicates how refund discrepancy will be treated when building a Sales Credit Memo.
      • Set the discrepancy behavior to the Line option on your sales channel. If not, choose the appropriate data.
    • Refund Discrepancy Line Type: The type for a refund discrepancy line that represents other refunds.
      • Example: G/L Account
    • Refund Discrepancy Line No.: The No. for a Sales Credit Memo Line which represents other refunds.
      • Example: 54710
    • Return Location: Specifies the return location of Channel Orders
    • Returnless Location: Specifies the returnless location of Channel Orders

Repeat steps 2-4 if there are any additional WooCommerce sales channels to set up.

For additional information on Enabling the CSM Upgrade Notification, view the CSM WooCommerce Order Management Documentation.

 

 

SUITE ENGINE | We connect your business with modern software from Microsoft.
Simplified processes. All in one place.

eCommerce Connectors | Payment Processing | and more

 


ABOUT CSM

Related Articles:


Read On:

Subscription Management - CPM for Stripe Video January 8, 2025 READ MORE Updating Obsolete CSM Listing Types for Variants December 5, 2024 READ MORE New B2B Features in CSM for BigCommerce November 19, 2024 READ MORE Adding Notes and Comments to Sales Orders - How-To Video October 4, 2024 READ MORE A Demo of Channel Sales Manager - Video March 27, 2024 READ MORE CSM Core Refactored March 6, 2024 READ MORE Creating CSM Listings from the Item Card - Video February 19, 2024 READ MORE Calculate and Send Item Availability - CSM Video February 19, 2024 READ MORE Bi-Directional Refunds and Returns Support January 30, 2024 READ MORE Refund Retrieval in CSM for BigCommerce October 2, 2023 READ MORE Full Return Support Added August 3, 2023 READ MORE Enabling Refund Processing - WooCommerce June 13, 2023 READ MORE Orders by Modified Date - WooCommerce June 12, 2023 READ MORE CSM-CPM Connector for Business Central June 8, 2023 READ MORE CSM Setup Playlists | By Channel June 6, 2023 READ MORE Multi-Channel Fulfillment Support May 26, 2023 READ MORE Channel Payments Manager (CPM) for Usio April 27, 2023 READ MORE The Future of eCommerce Video April 18, 2023 READ MORE CSM Video Intro - For Partners April 18, 2023 READ MORE The Power of CSM Notifications: Enhancing Your Business Central Platform April 10, 2023 READ MORE Enabling CSM Notifications March 31, 2023 READ MORE Aligning Your Business Operations with Your Core Values Blog March 15, 2023 READ MORE Updating CSM for Shopify to the Latest APIs February 20, 2023 READ MORE Sales Returns & Refunds in CSM for Shopify February 14, 2023 READ MORE CSM Job Queue Information in Business Central Blog February 13, 2023 READ MORE Setting Up a Job Queue Entry for CSM February 13, 2023 READ MORE Attributes in Business Central to CSM Integration Blog January 10, 2023 READ MORE Attribute Structures in Business Central Blog January 10, 2023 READ MORE Simple vs. Configurable Attributes in Business Central January 10, 2023 READ MORE Unlinking BC Item Category & CSM Channel Category December 19, 2022 READ MORE
CPM App, Payment Pro
Subscription Management – CPM for Stripe Video
CSM App, eCommerce,
Updating Obsolete CSM Listing Types for Variants
CSM App, eCommerce,
New B2B Features in CSM for BigCommerce
CSM App, eCommerce,
Adding Notes and Comments to Sales Orders – How-To Video
CSM App, eCommerce,
A Demo of Channel Sales Manager – Video
CSM App, eCommerce,
CSM Core Refactored
CSM App, eCommerce,
Creating CSM Listings from the Item Card – Video
CSM App, eCommerce,
Calculate and Send Item Availability – CSM Video
CSM App, eCommerce,
Bi-Directional Refunds and Returns Support
CSM App, eCommerce,
Refund Retrieval in CSM for BigCommerce
CSM App, eCommerce,
Full Return Support Added
CSM App, eCommerce
Enabling Refund Processing – WooCommerce
Business Central, CS
Orders by Modified Date – WooCommerce
Business Central, CP
CSM-CPM Connector for Business Central
CSM App, eCommerce,
CSM Setup Playlists | By Channel
Business Central, CS
Multi-Channel Fulfillment Support
Business Central, CP
Channel Payments Manager (CPM) for Usio
Business Central, CS
The Future of eCommerce Video
Business Central, CS
CSM Video Intro – For Partners
Business Central, CS
The Power of CSM Notifications: Enhancing Your Business Central Platform
Business Central, CS
Enabling CSM Notifications
Business Central, CS
Aligning Your Business Operations with Your Core Values Blog
Business Central, CS
Updating CSM for Shopify to the Latest APIs
Business Central, CS
Sales Returns & Refunds in CSM for Shopify
Business Central, CS
CSM Job Queue Information in Business Central Blog
Business Central, CS
Setting Up a Job Queue Entry for CSM
Business Central, CS
Attributes in Business Central to CSM Integration Blog
Business Central, CS
Attribute Structures in Business Central Blog
Business Central, CS
Simple vs. Configurable Attributes in Business Central
Business Central, CS
Unlinking BC Item Category & CSM Channel Category

SHARE THIS POST: