CSM RELEASE NOTES

CSM Core 4.3.2024081623.150184 Release Notes (Full Version)

Release Overview

Miscellaneous

• New integration events for inventory calculation and sales order posting scenarios have been added to CSM.

CSM for Shopify 4.8.2024080223.148142 Release Notes (Full Version)

Release Overview

Features and Functionality

• Notes that have been entered against a Shopify order are now included as part of CSM’s order retrieval process and are added as CSM order documents on the related CSM order.
• Shopify-specific accommodations have been made to support CSM Core functionality that instructs CSM to consolidate all sales taxes onto a single sales order line.

Corrections

• Discounts were not being properly applied to order lines that were configured to include tax as part of the sales price. This has been corrected.
• Failed/declined order payments were still being posted to the customer ledger. This has been corrected.
• The Default Product Status field on the CSM Sales Channel card was displaying all available status options, including non-Shopify choices. This has been corrected.

Miscellaneous

• CSM for Shopify has been compiled against Microsoft Dynamics 365 Business Central 2024 Wave 1 (version 24) for compatibility issues. No issues were detected and no immediate changes to the extension were necessary. A number of clean-up activities were performed to accommodate changes or upcoming deprecations that were introduced with this release.

CSM for Magento 4.0.2024071023.144535 Release Notes (Full Version)

Release Overview

Corrections

• Attempting to send a CSM listing’s attribute information to Magento would result in an error. This has been corrected.

CSM for WooCommerce 3.3.2024060624.139506 Release Notes (Full Version)

Release Overview

Features and Functionality

• WooCommerce-specific accommodations were added to support a recent CSM Core change that introduced a Consolidated option to the Sales Tax Behavior field in the CSM Sales Channel table. When this option is enabled and CSM generates a sales order from retrieved eCommerce data, a single sales line representing all sources of sales tax will be entered.
• A Get Specific Channel Order action has been added to WooCommerce sales channels. This action allows a user to specify a single WooCommerce order and retrieve it into Business Central. This is useful in testing and troubleshooting scenarios.
• It is now possible to define a product status for a CSM listing. When the CSM listing is sent to an external WooCommerce channel, this setting will be used to determine the status of the product in WooCommerce. In this way, you can control the manner in which a product is made available for sale on your WooCommerce channel when it is sent from Business Central.
• The External Requires Update field on a configurable item’s child CSM listings will now be cleared upon the successful sending of the parent listing to WooCommerce.

Corrections

• Certain order payment methods resulted in a blank order document number on the related payment CSM order document line in Business Central, causing issues in automatic payment posting and application scenarios. This has been corrected.

Miscellaneous

• CSM for WooCommerce has been compiled against Microsoft Dynamics 365 Business Central 2024 Wave 1 (version 24) for compatibility issues. No issues were detected and no immediate changes to the extension were necessary. A number of clean-up activities were performed to accommodate changes or upcoming deprecations that were introduced with this release.
• The WooCommerce quick setup wizard has been updated to automatically set a newly-created sales channel’s Enable New Attribute Design and Use Shared Attributes fields to True, as these settings are required when working with WooCommerce.
• A new automation routine to create CSM listings from the item card has been added to CSM for WooCommerce’s default dataload.

Suite Engine Variations 1.5.2024060524.139396 Release Notes (Full Version)

Release Overview

Features and Functionality

• Option description fields have been added to the Item Variation Worksheet page’s Normal view. This is to help ensure that external captions on CSM listings are properly populated with data.

Miscellaneous

• The Suite Engine Variations library has been compiled against Microsoft Dynamics 365 Business Central 2024 Wave 1 (version 24) for compatibility issues. No issues were detected and no immediate changes to the extension were necessary. A number of clean-up activities were performed to accommodate changes or upcoming deprecations that were introduced with this release.

CSM Core 4.3.2024052824.137858 Release Notes (Full Version)

Release Overview

Features and Functionality

• A new Consolidated option has been added to the Sales Tax Behavior field on the CSM Sales Channel table. When this option is enabled and CSM generates a sales order from retrieved eCommerce data, a single sales line representing all sources of sales tax will be entered.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming BigCommerce integration, new API operations have been added to CSM Core’s standard dataload.

Corrections

• CSM listing prices were not being calculated/sent to a connected eCommerce channel in Business Central environments using the new sales pricing experience. This has been corrected.

CSM for Magento 4.0.2024051824.136700 Release Notes (Full Version)

Release Overview

Features and Functionality

• CSM for Magento has been refactored to use the version of the API Engine that was introduced as a standalone extension in 2022. This standalone API Engine features many improvements over the original API Engine that was included as part of CSM, so refactoring CSM to use this improved version will have many benefits. As Suite Engine develops new features and functionality for its Magento integration, this new version of the API Engine will be used. However, the refactoring process was performed in such a way that it is possible to execute specific API functions according to either the new or old API Engine in CSM. In this way, a current user of CSM for Magento can use newly-developed functionality with the new API Engine while continuing to use the old API Engine for all of their existing processes.
• A Get Specific Channel Order action has been added to Magento sales channels. This action allows a user to specify a single Magento order and retrieve it into Business Central. This is useful in testing and troubleshooting scenarios.
• Notes that have been entered against a Magento order are now included as part of CSM’s order retrieval process and are added as CSM order documents on the related CSM order.
• The Create Sales Channel Customer action has been updated to include a customer’s address information (address, post code, etc.) when sending a customer from Business Central to Magento.
• It is now possible to calculate and send inventory to multiple locations on Magento. This is useful in scenarios where a Magento user wants to provide pickup in store or click and collect type options, necessitating the need to maintain inventory on a location-by-location basis in Magento.
• A new Catalog Input Type for Store Owner field has been added to the CSM Item Attribute When a CSM item attribute is sent to Magento, this field is used to update the corresponding value in Magento.
• The External Requires Update field on a configurable item’s child CSM listings will now be cleared upon the successfully sending of the parent listing to Magento.

Corrections

• The Magento-specific Default Attribute Set Group ID field on the CSM Sales Channel page was being displayed for non-Magento sales channels. This has been corrected.
• When a Business Central customer was sent to Magento, the customer was not assigned to the proper store in Magento. This has been corrected.

Miscellaneous

• The Magento quick setup wizard has been updated to automatically set a newly-created sales channel’s Enable New Attribute Design and Use Shared Attributes fields to True, as these settings are required when working with Magento.
• A new automation routine to create new CSM listings from the item card has been added to CSM for Magento’s default dataload.

CSM Core 4.2.2024051823.136705 Release Notes (Full Version)

Release Overview

Features and Functionality

• Sales channels that are using both CSM’s legacy and modern API Engines now have the ability to execute the Test Channel Communication action for either one.
• A new Shipping Order Behavior field has been added to the CSM Shipping Method This field is used to either follow the default behavior of adding sales lines to orders for shipping charges or skip this activity. This is useful in scenarios where a company wants to map channel shipping methods to Business Central shipping agents, but does not want to include shipping charges on the order.
• A new cross-reference CSM Currency table has been added to CSM sales channels. This allows users to map Business Central currency codes to currency values that are retrieved from an eCommerce channel.
• New Business Central source types have been added to CSM item attributes. It is now possible to map CSM item attributes to any field on the Business Central Item and Item Unit of Measure In addition, logic has been added to support mapping to custom tables, which is useful if a company is maintaining its attribute data in something other than a standard Business Central table.
• The ability to use Business Central’s marketing text table as the source of CSM listing descriptions has been added to the application.
• The Synchronize Item Attributes action which was previously available only on the CSM listing card has been added to the list page, allowing users to perform this action against multiple records at once.
• A new CSM Listing Synchronization History table has been added to CSM listings. This table presents a history of any attribute synchronization actions that were performed against the listing, including information as to whether or not the action was successful.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming Magento integration, changes have been made to CSM Core to accommodate the refactoring of the Magento extension to use Suite Engine’s modern API Engine.
• To support an upcoming BigCommerce integration, changes were made to assist in properly finding credentials when making API calls via the modern API Engine.
• To support upcoming BigCommerce, Shopify, and WooCommerce integrations, the Default Product Status field on the CSM Sales Channel page has been modified to show only those status options that are relevant to the particular eCommerce channel.

Corrections

• An issue with the integration between CSM and CPM existed where in certain scenarios an eCommerce channel’s status was not reflecting that it had been fully paid. This has been corrected.
• Sending a CSM listing’s pricing group pricing information to an external channel did not work if the listing was mapped to a resource. This has been corrected.
• A mapping issue was preventing the retrieval of products with certain special characters from an external channel into Business Central. This has been corrected.

Miscellaneous

• CSM Core has been compiled against Microsoft Dynamics 365 Business Central 2024 Wave 1 (version 24) for compatibility issues. No issues were detected and no immediate changes to the extension were necessary. A number of clean-up activities were performed to accommodate changes or upcoming deprecations that were introduced with this release.
• New integration events to calculate and check an order’s balance have been added to the CSM Order Header table.
• A new integration event for splitting retrieved order notes has been added to the CSM Create Sales Order table.
• A new design pattern for the loading of default and demo data has been implemented for CSM Core.
• CSM Core’s subscription configuration has been updated to automatically include the standalone API Engine library as part of new subscriptions.

CSM for Amazon 3.4.2024051424.135894 Release Notes (Full Version)

Release Overview

Corrections

• The Get Specific Channel Order action on the CSM Sales Channel page was not visible due to changes made to other channel extensions. This has been corrected.
• Attempting to send an FBA inbound shipment’s transport content for LTL partnered shipments would result in an error. This has been corrected.

Miscellaneous

• CSM for Amazon has been compiled against Microsoft Dynamics 365 Business Central 2024 Wave 1 (version 24) for compatibility issues. No issues were detected and no immediate changes to the extension were necessary. A number of clean-up activities were performed to accommodate changes or upcoming deprecations that were introduced with this release.
• Automated tests have been added for automatic lot number assignment functionality that was introduced in a previous version of CSM for Amazon.

CSM for Amazon 3.3.2024040524.129365 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to instruct CSM for Amazon to automatically assign lots to lot tracked items on FBA orders. There is a new Auto Assign Lot Boolean field that only appears on FBA sales channels; if this field is enabled and an FBA order for a lot tracked item is retrieved from Amazon, CSM will automatically assign lots for that item from the order’s assigned location. Because Amazon does not provide the specific lot numbers that were included for a given order, CSM automatically assigns lots based on their posting date, from earliest to latest.

Miscellaneous

• The minimum compatible Business Central version of CSM for Amazon has been updated to version 22.
• The Suite Engine logo within CSM for Amazon has been updated to reflect new marketing requirements.

CSM Core 4.1.2024040524.129366 Release Notes (Full Version)

Release Overview

• To support an upcoming CSM for Amazon release, a new Auto Assign Lot Boolean field has been added to the CSM Sales Channel table. This field is only visible for Amazon FBA sales channels, and allows CSM to automatically assign lots to lot-tracked items on FBA orders.

CSM Core 4.0.2024033124.128142 Release Notes (Full Version)

Release Overview

• When CSM would post a retrieved refund to a customer ledger, it would assign the payment method that was assigned on the customer’s card to the ledger entry, rather than the payment method that was retrieved from the sales channel. This has been corrected.

CSM-CPM Connector 1.1.2024022923.122791 Release Notes (Full Version)

Release Overview

• A recent change to CSM Core added a number of CSM-related fields to the Customer Ledger Entry table so that users can identify the CSM activity associated to a particular ledger entry. As a result it was necessary to make changes to the CSM-CPM Connector to properly populate these fields in environments where the connector is being used.

CSM Core 4.0.2024022923.122780 Release Notes (Full Version)

Release Overview

• CSM sales channel, order, and order document fields have been added to the Customer Ledger Entry table, allowing users to identify the CSM activity associated to a particular ledger entry.

CSM Core 4.0.2024022723.122267 Release Notes (Full Version)

Release Overview

• New Bal. Account Type and Bal. Account No. fields have been added to the CSM Payment Method table. This allows users to define a channel-specific balancing account for a given CSM payment method, rather than requiring that a balancing account be defined for the related Business Central payment method.

CSM for BigCommerceCore 3.4.2024021223.120073 Release Notes (Full Version)

Release Overview

• A recent refactoring of CSM Core to use Suite Engine’s updated, standalone API Engine caused a number of CSM for BigCommerce automation routines to not execute. The necessary changes have been made to CSM for BigCommerce so that it can properly run in environments using this updated version of CSM Core.
• CSM for BigCommerce would allow users to release sales returns that were generated from CSM orders whose order document lines had an error status. This has been corrected.

CSM Core 4.0.2024021223.120053 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to place order notes that have been retrieved from a sales channel on a sales order in Business Central.
• CSM Core has been refactored to use the version of the API Engine that was introduced as a standalone extension in 2022. This standalone API Engine features many improvements over the original API Engine that was included as part of CSM, so refactoring CSM to use this improved version will have many benefits. As Suite Engine develops new features and functionality for its eCommerce extensions, this new version of the API Engine will be used. However, the refactoring process was performed in such a way that it is possible to execute specific API functions according to either the new or old API Engine in CSM. In this way, a current user of CSM can use newly-developed functionality with the new API Engine while continuing to use the old API Engine for all of their existing processes. Following this CSM Core refactor, Suite Engine will refactor its individual eCommerce platform extensions, allowing companies to migrate all of their API functions to the new API Engine.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming Shopify integration, changes have been made to CSM Core to allow for the proper display of FastTabs on the CSM Listing page.

Corrections

• When attempting to retrieve CSM orders for a CSM channel with a customer behavior setting of Manual, any failures in order creation would cause the entire automation process to end. This has been corrected so that a single failure does not terminate the entire automation process.
• If an API set code was not assigned to a CSM shipping method, CSM’s order creation process was unable to map that CSM shipping method to a Business Central shipping agent. This has been corrected.

CSM for Amazon 3.2.2024020723.119338 Release Notes (Full Version)

Release Overview

• If CSM for Amazon was installed in an environment with other sales channels, attempting to run the load automation routine for any CSM sales channels (both Amazon and non-Amazon) would result in an error. This has been corrected.
• Attempting to submit a shipping plan for an item with a channel item number that exceeded 20 characters would result in an error. This has been corrected.

CSM for BigCommerce 3.4.2024012723.117561 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to sell gift certificates and virtual products on a BigCommerce order and retrieve this information as part of a sales order in Business Central.
• Support has been added for accepting gift certificates and store credit as payment methods:
  • Changes have been made to the CSM Payment Method table so that payment methods for gift certificates and store credit can be identified as such.
  • Order creation and payment application functionality has been adjusted to accommodate multiple payment methods (for example, a combination of gift certificate, store credit, and credit card payment) for a single order.
  • A new BigCommerce Grand Total field has been added to the CSM Order Header table to accommodate the manner in which BigCommerce applies gift certificates and store credit to orders.
• Functionality has been added that allows users to generate a sales return order in Business Central from a CSM order, then post the order and send the results to BigCommerce, where the relevant order is updated accordingly.
• It is now possible to define a product status for a CSM listing. When the CSM listing is sent to an external BigCommerce channel, this setting will be used to determine the status of the product in BigCommerce. In this way, you can control the manner in which a product is made available for sale on your BigCommerce channel when it is sent from Business Central.
• A new AUTOCREATELISTINGS automation has been added to CSM for BigCommerce. This leverages a recent CSM Core enhancement that permits the automatic creation of CSM listings from the item card.

Corrections

• Miscellaneous corrections were made to field captions on the setup wizard.

Miscellaneous

• An Install codeunit was added to CSM for BigCommerce.
• The default dataload settings for CSM for BigCommerce’s BUILDSALESCREDITMEMO automation routines were adjusted to turn off all automatic sales document creation and scheduled settings. This is to prevent the inadvertent retrieval of refund information into Business Central as part of a CSM for BigCommerce update/installation.

CSM Core 3.13.2024012223.116691 Release Notes (Full Version)

Release Overview

Features and Functionality

• A new External Document No. Format field has been added to the CSM Sales Channel table. Previously whenever CSM created a new sales order from retrieved channel data, the external document number was automatically created from the related sales channel and order ID. With this new field, users can choose any field or combination of fields from the CSM Order Header table as the basis for sales orders’ external document numbers.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming BigCommerce integration, functionality has been added that prevents the creation of sales returns from CSM orders with unsent order documents.

Corrections

• If CSM was unable to find a payment method mapping for a retrieved order as part of the order automation, the entire automation routine would fail. This has been corrected.
• When assigning tax area codes to orders, CSM was prioritizing the CSM order’s ship-to date over and relevant tax area setup in the CSM Country Setup This has been corrected.
• When a sales return was created from a CSM order, it was possible to create discrepancies between the sales return amount in Business Central and a connected eCommerce platform by reducing the amount of order-level charges (such as shipping and handling) but not reducing the tax amount on these charges and then releasing the document. This has been corrected.

CSM for Amazon 3.1.2023122023.112373 Release Notes (Full Version)

Release Overview

• If CSM for Amazon was installed in an environment with other sales channels, attempting to run the test channel communication for these non-Amazon channels would result in an error. This has been corrected.
• CSM was not retrieving orders from Amazon if they were created or updated between the time at which the previous automation routine was executed and the time of the current message’s initialization. This has been corrected.

CSM for Shopify 4.7.2023121823.112046 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to retrieve a single, specific sales order from Shopify, rather than all orders that have been updated since the last time CSM’s automation was executed. This does not have any practical use in day-to-day operations, but can be helpful when testing or troubleshooting a particular issue.
• Improvements have been made involving Shopify’s fraud analysis functionality:
  • An order’s risk level for fraud as assigned by Shopify can now be retrieved into Business Central.
  • A new sales operation rule has been added, that, when enabled, will prevent the creation of sales orders from any retrieved Shopify orders with a high risk level.
• A new AUTOCREATELISTINGS automation has been added to CSM for Shopify. This leverages a new CSM Core enhancement that permits the automatic creation of CSM listings from the item card.
• Improvements have been made to the sequence in which an item’s configurable options and their values are sent to Shopify:
  • Configurable attributes are now sent to Shopify according to the order in which they have been sequenced in the External Name field on the configurable CSM listing’s attribute list.
  • Configurable attribute options are now sent to Shopify according to the order in which they have been sequenced in the Option Value Sequence field on the related item variation option card.
• The External Requires Update field on the CSM listing records that represent a configurable item’s children is now automatically cleared upon a successful sending of children to Shopify from the parent listing.

Corrections

• CSM order document lines were not being properly archived for Shopify orders. This has been corrected.
• Shopify-specific changes were made to support a recent CSM Core correction to an issue where the parent key in certain global key variables was not being cleared/reset between transactions, resulting in data being inserted multiple times on the same order.

Miscellaneous

• A recent release of CSM Core added new, non-Shopify options to the Product Status field on the CSM Listing page. Accordingly, it was necessary to make changes to CSM for Shopify to ensure that only those options relevant to Shopify are displayed.

CSM Core 3.12.2023121923.112243 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to assign a Business Central resource as the refund discrepancy account on a CSM sales channel.
• A Create option has been added to the list of available order processing action types for CSM sales operation rules. This allows companies to develop operational rules to allow or deny the creation of sales orders if certain criteria are met.
• It is now possible to automatically create CSM listings directly from the standard Business Central item card.
• New integration events have been added to CSM:
  • A new integration event to support additional scenarios for sending CSM attributes from Business Central to a connected channel has been added to the CSM Listing Management.
  • A new integration event to filter the types of order documents that are retrieved from a particular channel for a given order has been added to the CSM Order Management.
  • A new integration event that permits the modification of an order’s last run timestamp following the execution of a single automation task has been added to the CSM Order Management.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming Shopify integration, functionality has been added to support the retrieval of order risk information from a connected platform:
  • A Retrieve Order Risk field has been added to the CSM Sales Channel Enabling this field will instruct CSM to retrieve order risk information.
  • An Order Risk field has been added to the CSM Order and Channel Orders This field presents the results of retrieved order risk information from a channel.
• To support an upcoming Shopify integration, it is now possible to dictate the order in which a configurable item attribute’s option values are sequenced. CSM will copy the option value sequence from the item variation to the related CSM attribute values. From here, these values will be communicated to Shopify according to this sequence.
• To support an upcoming BigCommerce integration, support for BigCommerce refund quotes have been added to CSM.

Corrections

• CSM’s automation routines would sometimes fail with a G/L inconsistency error if balancing accounts were not assigned to the relevant payment methods. This has been corrected.
• Attempting to create a sales order from a CSM order with a coupon value that exceeded the total amount of the order items would fail for some platforms. This has been corrected.
• The parent key in certain global key variables was not being cleared/reset between transactions, resulting in data being inserted multiple times on the same order. This has been corrected.
• When creating a sales order from a CSM order, CSM would assign the primary contact from the customer card, rather than the contact assigned to the related CSM customer. This has been corrected.
• If a customer in Business Central had an assigned ship-to code, this code was being included on sales orders that were created from CSM orders, even if the retrieved order information differed from the default ship-to. This has been corrected to leave the ship-to code blank on any sales orders created by CSM.
• Certain Amazon financial transactions were not being entered as part of the related Amazon financial event transaction. This was a CSM Core issue, and has been corrected.
• Miscellaneous inaccuracies were corrected on various CSM page tooltips.

Miscellaneous

• A CSM prefix has been added to the captions for assorted pages to prevent confusion when similar objects from the standalone API Engine are present in the same environment.

Suite Engine Variations 1.4.2023121923.112167 Release Notes (Full Version)

Release Overview

• To support an upcoming Shopify integration, new flexibility to the way in which variation options and their values are sequenced has been added.

CSM for WooCommerce 3.2.2023112823.108359 Release Notes (Full Version)

Release Overview

• A new integration event has been added to allow for modifications to sales tax behavior at the time of order creation.
• Improved error handling methods have been introduced for blank keys.

CSM for Amazon 3.1.2023102723.103923 Release Notes (Full Version)

Release Overview

Features and Functionality

• CSM for Amazon has been updated to support sellers who have obtained a Restricted Data Token (RDT) from Amazon. An RDT provides the authorization to obtain personal information such as shipping address details as part of API calls to Amazon.
• The results message that is presented following the execution of the test channel communication action has been updated to provide more clear information about test results.
• A new Pallet Label Page Type field has been added to the FBA Inbound Shipment This allows companies that are creating LTL shipments to select the format of their pallet labels.
• When a fee posting worksheet is generated for a CSM Amazon financial event group, only those financial event group transactions whose assigned event type is set to allow G/L posting will be added to the worksheet lines.

Corrections

• If CSM for Amazon was installed in an environment with other sales channels and any of these sales channels had a blank API set, attempting to open that sales channel would result in an error. This has been corrected.
• A Next function for the UPDATEINVENTORYSUPPL function was not included as part of CSM for Amazon’s default dataload. This has been corrected.
• The default automation type for the UPDATEAMZFEED automation routine was incorrect. This has been corrected.

Miscellaneous

• The default throttle values for the SP-API GETORDERS function have been adjusted to the values suggested by Amazon in their documentation.
• CSM for Amazon’s automated test scripts have been expanded to include additional testing scenarios.
• The process by which CSM determines whether CSM is in live or test mode has been moved from CSM for Amazon and to Suite Engine’s subscription extension.
• The resourceExposurePolicy setting introduced by Microsoft to permit richer access control has been added to CSM for Amazon.

CSM for Shopify 4.6.2023101323.102134 Release Notes (Full Version)

Release Overview

Features and Functionality

• The Enable New Attribute Design field is now automatically set to true for any Shopify channel that is created via the setup wizard.
• It is now possible to define a product status for a CSM listing. When the CSM listing is sent to an external Shopify channel, this setting will be used to determine the status of the product in Shopify. In this way, you can control the manner in which a product is made available for sale on your Shopify channel when it is sent from Business Central.
• Functionality has been added to retrieve a URL for a product in Shopify and present it on the corresponding CSM listing in Business Central. When a CSM listing is sent to Shopify and a new product is created there, CSM will instruct Shopify to generate a URL, then retrieve this information back into Business Central. For active CSM listings, CSM will retrieve the URL of the product from the Shopify storefront. For draft and disabled CSM listings, CSM will retrieve a “preview URL” that presents the product as it will appear when it is published on your storefront.

Corrections

• The last execution timestamp for API functions was not being properly updated upon execution. This has been corrected.

Miscellaneous

• CSM for Shopify has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 2 (version 23) for compatibility issues. No issues were detected and no changes to the extension were necessary.
• A recent CSM Core release moved a number of CSM order fields from the Shopify extension to the Core extension. Accordingly, these fields have been marked as obsolete in CSM for Shopify.

CSM Core 3.11.2023101323.102101 Release Notes (Full Version)

Release Overview

• The External Preview URL and External Admin URL fields on the CSM Listing and CSM Listings pages have been hidden by default. As functionality supporting these fields is added to specific platform extensions, these fields will be made visible for those platforms.

CSM Core 3.11.2023092923.100317 Release Notes (Full Version)

Release Overview

Corrections

• Attempting to send a CSM listing to a connected eCommerce channel would result in a “the changes to the CSM listing record cannot be saved…” message. This has been corrected.

Miscellaneous

• CSM Core has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 2 (version 23) for compatibility issues. No issues were detected and no changes to the extension were necessary.

CSM for BigCommerce 3.3.2023090522.97261 Release Notes (Full Version)

Release Overview

Features and Functionality

• The Enable New Attribute Design field is now automatically set to true for any BigCommerce channel that is created via the setup wizard.
• New functionality has been added that allows CSM to retrieve refund information from BigCommerce, then automatically create a credit memo in Business Central. When posted, this credit memo will be applied to the ledger entries from the original sales order.
• It is now possible to assign multiple CSM categories to a single CSM listing.
• The ability to send attributes from Business Central to BigCommerce has been expanded to include item attributes that are assigned to the related Business Central item. These attributes will be assigned as custom fields to the related product record in BigCommerce.
• When a CSM listing for a configurable item is successfully sent from Business Central to BigCommerce, the External Requires Update field on all related child listings is automatically turned off.

Corrections

• In some situations where an API call failed, the status fields in Business Central would indicate that the event had been successful. This has been corrected.

Miscellaneous

• CSM for BigCommerce’s automated test scripts have been expanded to include additional testing scenarios.
• The process by which CSM determines whether CSM is in live or test mode has been moved from CSM for BigCommerce and to Suite Engine’s subscription extension.

CSM Core 3.11.2023092222.99544 Release Notes (Full Version)

Release Overview

Features and Functionality

• The Load Products from Channel action has been improved to assign a channel’s default inventory availability calculation settings to all CSM listings that are created as a part of this process.
• Additional logic has been added to accommodate scenarios where the total on a refund retrieved from a sales channel does not match the total on the credit memo built by CSM in Business Central. In such a scenario, an additional line for the discrepancy amount is added to the credit memo.
• The default long and description setting for sales channels has been re-worked to allow for sources beyond CSM’s out-of-the-box selections.
• It is now possible to define a maximum run time for CSM’s housekeeping automation.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming BigCommerce integration, a new integration event allowing channel applications to specify an API function for sending non-configurable product attributes as been added to the CSM Listing Mgt codeunit.
• To support an upcoming BigCommerce integration, several changes pertaining to refunds were made to CSM orders:
  • A number of fields that were previously visible as part of the CSM for Shopify extension have been moved to CSM Core.
  • New “additional charges” fields have been added to CSM orders, making it possible to separate any refund-related charges from CSM’s standard “other charges” fields that are used to reflect order-related charges and fees.
  • New fields have been added to CSM order and CSM order documents to indicate whether refund amounts are “offline” (meaning that the refund was made to something other than the original payment method).
• To support an upcoming Magento integration, functionality has been added that will make it possible to calculate listing availability on a location-by-location basis.
• To support an upcoming Shopify integration, fields for preview and administration product URLs have been added to the CSM Listing
• To support an upcoming Shopify integration, a Product Status field has been added to the CSM Listing table. This field will allow users to determine the status (Draft, Active, etc.) of a listing in Business Central before sending it to a connected eCommerce channel

Corrections

• If a user started the process of creating a sales return from a CSM order, cancelling this process would still result in the creation of a blank sales return. This has been corrected.
• Attempting to link a CSM attribute that was retrieved from an external platform to an item attribute in Business Central would result in an error. This has been corrected.
• When sending a CSM attribute to an external platform, CSM would attempt to send option values for non-option attributes. This has been corrected.
• When creating listings for configurable items, CSM would assign the parent item’s unit of measure to all of its children, rather than use any unique SKU units of measure that have been defined for the children. This has been corrected.
• Deleting a CSM listing with an image that had been retrieved from an item record would result in the image being deleted from the item, as well. This has been corrected.

CSM for Magento 3.2.2023092122.99320 Release Notes (Full Version)

Release Overview

• The Imported Date and Imported Time fields on the CSM Order page were not being populated when orders were retrieved from Magento. This has been corrected.

CSM for Magento 3.2.2023090522.97346 Release Notes (Full Version)

Release Overview

• A new integration event to allow for overriding standard Magento gift card handling has been added.

CSM for WooCommerce 3.2.2023082122.95243 Release Notes (Full Version)

Release Overview

• Payment information was not being captured on CSM orders that were retrieved via the SALES_ORDERS_NEXT function. This has been corrected.

CSM for WooCommerce 3.2.2023071822.91225 Release Notes (Full Version)

Release Overview

• Functionality has been added that allows users to generate a sales return order in Business Central from a CSM order, then post the order and send the results to WooCommerce, where the relevant order is updated accordingly.

CSM Core 3.9.2023072722.92517 Release Notes (Full Version)

Features and Functionality

• A number of new cues have been added to the CSM Administrator role center to highlight orders or other records with errors or failures to process.
• A new Run Automation action has been added to the CSM Automation List This can be used to execute a specific automation routine for testing/troubleshooting purposes.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming WooCommerce integration, functionality has been added to support the retrieval of a refund with zero item quantity from WooCommerce.
• To support an upcoming WooCommerce integration, the existing CSM Core functionality that supports sending sales return information to an associated order on a connected eCommerce channel has been adjusted/expanded.
• To support an upcoming WooCommerce integration, an External ID field has been added to the CSM Order Document Line table, as well as the associated archive table and pages. This will support refund scenarios where credit memos need to be linked back to the proper document.

Corrections

• For certain CSM enumeration fields, a blank value was being represented by a numerical value rather than a blank. This has been corrected.

CSM for Amazon 3.0.2023072122.91632 Release Notes (Full Version)

Release Overview

• The order retrieval process was sometimes failing if certain special characters were present. This has been corrected.

CSM for Shopify 4.5.2023072122.91788 Release Notes (Full Version)

Release Overview

• In certain scenarios, retrieved orders were creating duplicate order lines for shipping tax. This has been corrected.
• The load products from channel action would not always retrieve all products from a connected Shopify platform. This has been corrected.

CSM for Shopify 4.4.2023062722.88317 Release Notes (Full Version)

Features and Functionality

• Shopify-specific accommodations were made to support a recent migration of CSM sales channel refund fields from platform extensions to CSM Core.
• It is now possible to send customer and contact information from Business Central to a connected Shopify platform, create customers on Shopify, then link these records.
• A new sales operation rule has been introduced that instructs CSM to skip sending zero quantity CSM order document shipment lines. This can improve CSM’s automation performance.

Miscellaneous

• The process by which CSM determines whether CSM is in live or test mode has been moved from CSM for Shopify to Suite Engine’s subscription extension.

CSM for WooCommerce 3.1.2023062222.87766 Release Notes (Full Version)

Release Overview

• The CSM API function that was responsible for sending inventory availability for configurable item variants to WooCommerce was not present in the extension. This has been corrected.

CSM for Magento 3.2.2023062022.87450 Release Notes (Full Version)

Release Overview

Features and Functionality

• Magento-specific accommodations have been made to support a recent CSM Core change that allows CSM to retrieve an attribute set’s defined attributes from Magento:
  • The existing attribute set retrieval functionality has been updated to automatically retrieve an attribute set’s defined attributes, then link them to the relevant attribute set in Business Central.
  • A new Retrieve Attributes of Set action has been added to the CSM Item Attribute Set Card. This can be executed against existing CSM attribute sets to retrieve and link attributes from Magento.

Corrections

• Sales pricing for configurable item children listings was not being sent to Magento. This has been corrected.

CSM Core 3.8.2023061922.87328 Release Notes (Full Version)

Release Overview

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming Magento integration, functionality has been added to support the retrieval of an attribute set’s defined attributes:
  • The existing attribute set retrieval functionality has been updated to automatically retrieve an attribute set’s defined attributes, then link them to the relevant attribute set in Business Central.
  • A new Retrieve Attributes of Set action has been added to the CSM Item Attribute Set Card. This can be executed against existing CSM attribute sets to retrieve and link attributes from an external platform.

Corrections

• A G/L inconsistency error message would be displayed when attempting to post a sales order if the order’s payment method did not have an assigned balancing account. This has been corrected.

CSM for WooCommerce 3.1.2023061622.87145 Release Notes (Full Version)

Release Overview

Features and Functionality

• The results message that is presented following the execution of the test channel communication action has been updated to provide more clear information about test results.
• It is now possible to retrieve orders by their modified, rather than creation date. This reduces the number of API calls that are made during order retrieval, leading to better performance. For more information on how to configure this feature, please click here.
• CSM will now retrieve any notes that are added to an order in WooCommerce following its initial retrieval into Business Central.
• New functionality has been added that allows CSM to retrieve refund information from WooCommerce, then automatically created a credit memo in Business Central. When posted, this credit memo will be applied to the ledger entries from the original sales order.
• WooCommerce-specific accommodations were made to utilize attribute retrieval improvements that were introduced with a recent release of CSM Core.

Corrections

• The setup wizard presented confusing/inaccurate instructions on how to properly enter the ID of the website to which you are connected. This has been corrected.
• CSM order document lines for payments were always presenting a payment value of zero. This has been corrected.

Miscellaneous

• CSM for WooCommerce’s automated test scripts have been expanded to include additional testing scenarios.
• The process by which CSM determines whether CSM is in live or test mode has been moved from CSM for WooCommerce and to Suite Engine’s subscription extension.
• CSM for WooCommerce has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22) for compatibility issues. No issues were detected and no changes to the extension were necessary.

CSM Core 3.8.2023060922.86244 Release Notes (Full Version)

Release Overview

Features and Functionality

• A new OnAfterCSMCustomerAdded integration event has been added to the CSM Wizard
• New fields for excluding the sending of G/L account and resource lines as part of shipments have been added to the CSM Sales Channel table. If these fields are enabled and CSM sends shipment information from Business Central to update an order on a connected platform, any G/L account and/or resource lines will be skipped. In scenarios where there are a large volume of these line types, excluding these records can reduce the time it takes to execute the order automation.
• Several improvements have been made to the Create CSM Listing from BC Items action that is used to create CSM listings for multiple Business Central items at once:
  • A “last used options and filters” option has been added to allows users to run the action according to a standard set of criteria.
  • A new Item No. option has been added to the SKU Number assignment field.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming WooCommerce integration, an External ID field has been added to the CSM Order Line Option This will support refund scenarios where taxes need to be linked back to the proper document.
• To support an upcoming WooCommerce integration, CSM fields that exist on sales lines to link sales order items to an associate CSM transaction have been expanded to populate for non-item lines. This is necessary to associate sales tax lines that are entered against a G/L account to the proper item(s).
• To support an upcoming WooCommerce integration, changes have been made to CSM Core objects to support the retrievals of refunds from an external eCommerce platform.
• To support an upcoming WooCommerce integration, refund fields that are displayed on the CSM Sales Channel page have been moved from platform extensions to CSM Core.
• To support an upcoming Magento integration, functionality that allows for the retrieval of channel categories from a connected platform has been implemented.

Corrections

• If a CSM setup record was not present in Business Central, any Role Center would display an error message. This has been corrected.
• The status text for order document lines on CSM orders that were retrieved to build refund credit memos were displaying placeholder values for variable text, rather than the text itself. This has been corrected.
• Dimensions were not being assigned to customer ledger and general ledger entries created by CSM as a result of retrieving and posting refunds from a connected platform. This has been corrected.
• Several corrections have been made to the process of creating new CSM attributes for configurable items through the listing wizard:
  • These attributes were not being properly identified as configurable.
  • The attribute name was being used to validate whether the attribute already existed as a CSM attribute. This created issues if the attribute’s name was not identical to the existing CSM attribute. This has been changed to use the Link 1 value, rather than the name, when performing validations.
• When assigning CSM attributes to an attribute set, the lookup list from the CSM Item Attribute Code field was not filtered to display only those attributes that have been defined for the related CSM sales channel. This has been corrected.
• When attempting to open the CSM API Messages list, users would sometimes encounter a JIT load error message. This has been corrected.
• The housekeeping automation routine has been optimized for faster performance.

Miscellaneous

• Miscellaneous code clean-up activities that bring CSM in line with Microsoft’s coding guidelines have been completed.
• The process by which CSM determines whether CSM is in live or test mode has been moved from platform extensions and to Suite Engine’s subscription extension.

CSM for Magento 3.2.2023061522.86976 Release Notes (Full Version)

Release Overview

Features and Functionality

• The results message that is presented following the execution of the test channel communication action has been updated to provide more clear information about test results.
• Support for discount allocations has been added to CSM for Magento. The Order Total Discount Allocation field has been added to the CSM Sales Channel card for Magento channels. In this field, you can select the method by which CSM will allocate retrieved line discount amounts from Magento. Options are:
  • Not Applicable: channel discount information will be ignored by CSM.
  • Order Level: channel discount information will be applied at the order level. Retrieved line discount amounts will be rolled up into a single document level invoice discount.
  • Line Level: channel discount information will be applied at the order line level. Retrieved line discount amounts will be assigned to the corresponding channel order lines.
• Supporting data retrieval has been added for a number of records related to CSM listings:
  • CSM Channel Categories
  • CSM Attribute Sets
  • CSM Attributes

This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from the external platform.

• It is now possible to assign multiple CSM categories to a single CSM listing.

Corrections

• The out-of-the-box data load for the order status matrix contained a configuration that would not properly update a CSM order’s status after the related Business Central sales order was posted. This has been corrected.
• When a new customer record was created in Business Central from a retrieved Magento order, the phone number was not being properly assigned. This has been corrected.
• When a new customer record was sent to Magento from Business Central, the customer group ID was not included. This has been corrected.
• CSM listings for the children of configurable products were not being named according to the related item variation setup. The has been corrected.
• When retrieving configurable items from a connected Magento platform, pagination issues would result in not all child listings being properly retrieved and associated to the correct parent. This has been corrected.
• Product images sent to Magento were not being displayed according to the setting in the Use as Media Image field on that image’s product information card in Business Central. This has been corrected.

Miscellaneous

• CSM for Magento’s automated test scripts have been expanded to include additional testing scenarios.
• The process by which CSM determines whether CSM is in live or test mode has been moved from CSM for Magento and to Suite Engine’s subscription extension.
• CSM for Magento has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22) for compatibility issues. No issues were detected and no changes to the extension were necessary.

CSM Amazon 3.0 Release Notes (Full Version)

Release Overview

Hotfix

• Multi-channel fulfillment order functionality was preventing users from posting sales orders with prepayment invoices. This has been corrected.

CSM Core 3.7 Release Notes (Full Version)

Release Overview

Hotfix

• CSM listing prices were being calculated based on the associated item’s base unit of measure, rather than the unit of measure that was specified on the CSM listing. This has been corrected.

CSM Core 3.7 Release Notes (Full Version)

Release Overview

Corrections

• When a CSM shipping method was defined with a blank sales channel shipping method, its setup would always be assigned to sales orders, regardless of the retrieved shipping method. This has been corrected.

Miscellaneous

• A new function has been added to create default demo data to support newly-added CSM functionality.

CSM Amazon 3.0 Release Notes (Full Version)

Release Overview

Features and Functionality

• Amazon-specific accommodations have been made to support the Role Center Headline Data table that was added in a previous version of CSM Core. Starting with this release of CSM for Amazon, Amazon-specific headlines are stored in this table and are available for display in the CSM Administrator Role Center.
• Field captions on various CSM pages have been updated to use Amazon-specific terminology.
• It is now possible to create CSM listings with product data that has been retrieved from a connected Amazon platform. This is useful if you have already created products on your Amazon platform, and would prefer to use this external platform, rather than Business Central, as the basis for your CSM listings.
• Multi-channel fulfillment order support has been added to CSM for Amazon. This feature allows you to instruct Amazon to fulfill orders that you have retrieved from other eCommerce channels or sources using inventory being stored at Amazon fulfillment centers.
• It is now possible to run the Get External Inventory Supply action against multiple selected CSM listing records.
• It is now possible to save API message header information. This allows you to obtain information such as your Amazon rate limits.

Corrections

• The ability to manually load API data for an API set did not work for API sets using Amazon’s SP-API suite. This has been corrected.

Miscellaneous

• CSM for Amazon has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22) for compatibility issues. No issues were detected and no changes to the extension were necessary.
• CSM for Amazon’s automated test scripts have been expanded to include additional testing scenarios.
• CSM for Amazon’s default demo data load has been updated to store demo credentials in Azure Key Vault.
• CSM for Amazon’s subscription management objects have been updated to include supported extension modules.

CSM for Shopify 4.3 Release Notes (Full Version)

Release Overview

Features and Functionality

• A new integration event that allows a subscriber to change the G/L account for shipping tax has been added to the CSM Shopify Utility Functions codeunit.

CSM for Shopify 4.3 Release Notes (Full Version)

Release Overview

Features and Functionality

• A New integration event has been added to the CSM Shopify Utility Functions codeunit.

Corrections

• When attempting to capture order fulfillment against sales orders that were present in Business Central prior to
  the installation of the previous CSM for Shopify release (version 4.3.2023021721.71646), the process would
  sometimes fail. This has been corrected.
• Shipping confirmation e-mails were not being sent to customers upon order fulfillment. This has been corrected.

Miscellaneous

• CSM for Shopify has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22)
  for compatibility issues. No issues were detected and no changes to the extension were necessary.

CSM Magento 3.1 Release Notes (Full Version)

Release Overview

Correction

• When attempting to import items from Magento into Business Central to create CSM listings, a large volume of
  records would cause the process to fail. This has been corrected.

Miscellaneous

CSM for BigCommerce 3.2 Release Notes (Full Version)

Release Overview

Features and Functionality

• The results message that is presented following the execution of the test channel communication action has been updated to provide more clear information about test results.
• It is now possible to send CSM price groups from Business Central to customer groups on a connected BigCommerce channel.
• Functionality has been added to support both the manual and automatic sending of item price updates from Business Central to BigCommerce.

Miscellaneous

• CSM for BigCommerce has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22) for compatibility issues. No issues were detected and no changes to the extension were necessary.

CSM Core 3.7 Release Notes (Full Version)

Release Overview

Features and Functionality 

• A new CSM upgrade notifications feature has been added to CSM Core. This feature uses standard Business Central notifications functionality to alert users of changes that are made to installed CSM extensions as part of a version upgrade and advise of any actions that must be taken to accommodate these changes.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support all channel integrations, the ability to send a Business Central customer or contact to a connected channel, create a customer record there, then retrieve the customer’s external ID back into Business Central. This process can be performed against an individual customer/contact record or multiple records at once.
• To support an upcoming BigCommerce integration, automation support has been added for sending item price updates from Business Central to an external channel.
• To support an upcoming Magento integration, changes were made involving item attribute/attribute set retrieval:
  • The existing routine for retrieving item attributes was re-structured/improved.
  • A new routine for the retrieval of attribute sets has been added.
• To support an upcoming Magento integration, functionality has been added that will support the ability to assign multiple CSM channel categories to a single CSM listing:
  • A new Add Additional Category to Product Information action has been added to the CSM Listing
  • A new Send Additional Categories to Channel action has been added to the CSM Listing
  • A new CSM Channel Category option has been added to the Information Type field on the Product Information
  • Source Type 1 and Source Type 2 fields on the Product Information page have been updated to allow for the assignment of a CSM sales channel and CSM channel category, respectively.
• To support an upcoming Magento integration, a new integration event has been added to permit the overriding of CSM’s default routine for naming child CSM listings.
• To support an upcoming Amazon integration, functionality has been added to support communication to third party shippers.

CSM Variations 1.3 Release Notes (Full Version)

Release Overview

Features and Functionality 

• A new Item Variation Worksheet has been added to the Suite Engine Variations module. This worksheet allows users to link existing parent and children items/item variants and then build the item variation structure that connects them. This supports scenarios in which both the parent and children records already exist in Business Central, and there is no need to use item variations to generate children for a defined parent. 

Corrections 

• When creating an item variation option that is linked to a Business Central item attribute, the process would error if the item attribute had an option value with a blank code. This has been corrected. 

CSM Core 3.6 Release Notes (Full Version)

Release Overview

Features and Functionality 

• New integration events have been added to the CSM Create Sales Order and CSM Order Management codeunits. 

Miscellaneous 

• CSM Core has been compiled against Microsoft Dynamics 365 Business Central 2023 Wave 1 (version 22) for compatibility issues. No issues were detected and no changes to the extension were necessary. 

CSM Magento 3.1 Release Notes (Full Version)

Hot Fix

Release Overview

• The existing process for retrieving credit card information involved reading each node of the data buffer, resulting
  in slow order retrieval. This has been corrected so that data buffer records for the specific path/child are read.
• An incorrect mapping in the CSM for Magento default data load was causing the sending of sales order shipment
  and invoice information from Business Central to Magento to fail. This has been corrected.

CSM Amazon 2.2 Release Notes (Full Version)

Hot Fix

Release Overview

Corrections

• New integration events have been added to the CSM Amazon Fin Event Functions codeunit.

Miscellaneous

• Miscellaneous updates have been made to the CSM for Amazon testing application.

CSM Core 3.6 Release Notes (Full Version)

Release Overview

Corrections

• The CSM Core response processor was unable to properly handle mappings to enumeration extensions. This has
  been corrected.
• In some scenarios, the External Requires Update field was incorrectly set to True for CSM credit memo order
  documents. This has been corrected.

CSM for Shopify 4.3 Release Notes (Full Version)

Release Overview

Features and Functionality

• Support for Shopify’s 2023-01 APIs has been added to CSM for Shopify.

Corrections

• The Shopify return order ID was not being properly assigned to sales credit memos that were generated for
  Shopify orders. This has been corrected.

Miscellaneous

• Deprecated Shopify fields have been removed from CSM for Shopify’s default demo data load.

CSM Core 3.5 Release Notes (Full Version)

Release Overview

Features and Functionalities

• The Order Status field on a number of CSM tables has been re-captioned to BC Order Status for added clarity:
  • CSM Automation (in addition, the corresponding page’s caption was removed to use this updated table caption)
  • CSM Order Line
  • CSM Order Line Archive
  • CSM Order Status
• The BC Order Status field in the CSM Order Status table has been changed from an option type field to an enumeration.
• Functionality has been added to support the setup of multiple job queues for CSM automation.
• A sales order’s channel code and channel order ID are now being populated prior to the insertion of the sales header record. This supports scenarios in which a user wants to assign custom order numbers to channel orders.
• It is now possible to aggregate inventory across multiple Business Central locations when calculating item availability for CSM listings.
• A new Listing Default Attribute Set field has been added to the CSM Sales Channel This provides additional flexibility in establishing the relationship between a sales channel’s categories and attribute sets:
  • One Per Category: categories and attributes have a unique one-to-one relationship (this is CSM’s default behavior).
  • Single: a default listing attribute set can be assigned to the channel. This default will be assigned to all of the channel’s listings, regardless of category.
  • Multiple Categories: a many-to-one relationship can be established between categories and attribute sets.
• The CSM API Messages page has been updated to sort by the Message Initialized field, providing a chronological view (starting with most recent) of API messages.

Channel Foundations

• The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:
  • To support all channel integrations, the results message that is presented following the execution of the test channel communication action has been updated for clarity.
  • To support all channel integrations, objects have been added to present display notifications of necessary changes and actions that need to be taken as part of future CSM upgrades.
  • To support an upcoming Shopify integration, functionality has been added that allows users to initiate and post a return order from a CSM order within Business Central, then update the order on the Shopify platform accordingly.
  • A number of changes have been made to CSM Core to support an upcoming integration between CSM and CPM:
    • CSM Core now retrieves an order’s total gift card amount.
    • A new event trigger was added to prevent CSM from attempting to post an order’s payment in environments where CPM is also installed so that CPM may execute this activity instead.
    • Refund application functionality that was originally included in the Shopify integration has been moved to CSM Core.

Corrections

• After an API message was passed to a codeunit, the API message was not being refreshed in system memory/the related variable. This has been corrected.
• Validating a mapping to an enumeration field would modify the record itself. This has been corrected.
• The existing OnBeforeUpdateChannelOrderStatus integration event on the CSM Order Header table did not have all the necessary parameters to completely handle the update logic. This event has been obsoleted and replaced with a new event that has the necessary parameters.
• Posting a sales order when Business Central’s work date was earlier than the order date would result in an error. This has been corrected.
• The Send to Channel action on the CSM Channel Categories page was mistakenly placed in a separate New This has been corrected.
• Attempting to manually assign a CSM parent channel category to a CSM channel category on the CSM Channel Categories page would result in a primary key error. This has been corrected.
• CSM listing product information records that were built from extended text had a source type of Value rather than Blob. This has been corrected.

CSM for Shopify 4.2 Release Notes (Full Version)

Release Overview

Features and Functionality

• The results message that is presented following the execution of the test channel communication action has been updated to provide more clear information about test results.
• Functionality has been added that allows users to generate a sales return order in Business Central from a CSM order, then post the order and send the results to Shopify, where the relevant order is updated accordingly.

Miscellaneous

• CSM’s demo data load has been updated to accommodate a new CSM Core feature that allows for the assignment of multiple Business Central locations to a single Shopify location.

CSM for Magento 3.1 Release Notes (Full Version)

Release Overview

• Support for Microsoft Dynamics 365 Business Central 2022 Wave 2 (version 21) has been added to CSM for Magento.
• Functionality has been added to CSM for Magento to support payments made with gift cards, including split payment scenarios where a portion of the order total is paid with a gift card and the remainder is handled via another payment method.
• An automation routine for the automatic sending of CSM listings to a connected Magento channel has been added to CSM for Magento.

Corrections

• When multiple CSM channel extensions were installed in a Business Central environment, a duplicate Load Products from Channel action was being presented on all non-Magento sales channels. This has been corrected.
• The API Scope field on the sales channel did not support lowercase store codes. This has been corrected.
• The mapping for the STORESALESORDERLIST function was incorrect. This has been corrected.
• It was not possible to complete a shipment for orders that included configurable items. This has been corrected.

CSM Variations 1.2 Release Notes (Full Version)

Release Overview

• A new integration event has been added to the SENVARL Item Variation Option table to support adding or overriding default values.

CSM for Shopify 4.1 Release Notes (Full Version)

Release Overview

• CSM orders for sales channels with a line level discount allocation were being created with an error status. This has been corrected.
• Credit memo amounts for refunds were not incorporating order discounts. This has been corrected.

CSM for BigCommerce 3.1 Release Notes (Full Version)

Release Overview

Features and Functionality

• Support for Microsoft Dynamics 365 Business Central 2022 Wave 2 (version 21) has been added to CSM for BigCommerce.
• The logic for when shipment information is sent from BigCommerce has been moved to a separate parameter.

Corrections

• CSM was unable to properly retrieve orders with greater than 250 order lines from BigCommerce. This has been corrected.
• Payment lines on CSM orders were being presented with a zero-dollar amount. This has been corrected.
• BigCommerce-specific accommodations have been made to support a correction that was added in a previous version of CSM Core. This correction addresses scenarios where CSM retrieves an order from an external channel that has already been archived in Business Central.

CSM Core 3.4 Release Notes (Full Version)

Release Overview

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• To support an upcoming BigCommerce integration, a new integration event to allow a subscriber to override the entire procedure or to add extra parameters has been added to the GetOrderLinesForOrderFromChannel procedure in the Order Mgt. Automation codeunit.
• To support an upcoming Shopify integration, a change has been made to the CreateCreditMemo codeunit to accommodate changes in the field used to map a channel’s shipping method.

Corrections

• A number of fields were missing from various CSM order archive tables. This has been corrected.
• Incorrect/confusing text on the CSM category wizard has been removed.

CSM Core 3.3 Release Notes (Full Version)

Hot Fix

Release Overview

Completed order status information was not being properly communicated from Business Central to external BigCommerce channels. This has been corrected.

CSM for Shopify 4.0 Release Notes (Full Version)

Release Overview

Features & Functionality

• Support for Microsoft Dynamics 365 Business Central 2022 Wave 2 (version 21) has been added to CSM for
  Shopify.
• Shopify-specific accommodations have been made to support the Role Center Headline Data table that was
  added in a previous version of CSM Core. Starting with this release of CSM for Shopify, Shopify-specific headlines
  are stored in this table and are available for display in the CSM Administrator Role Center.
• Supporting data retrieval has been added for the following data types
  • Payment Methods
  • Inventory Locations

This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from the external platform.

• Order retrieval automation now retrieves payment intent information from Stripe.
• Shopify’s “include tax in prices” feature is now supported by CSM for Shopify. Retrieved sales orders will indicate whether tax is included as part of item prices and generate order totals in Business Central accordingly.
• It is now possible to create CSM listings with product data that has been retrieved from a connected Shopify platform. This is useful if you have already created products on your Shopify platform, and would prefer to use this external platform, rather than Business Central, as the basis for your CSM listings.
• Shopify-specific accommodations have been made to support fields that were added to the CSM Listing table in a previous version of CSM Core that provide enhanced options when sending and retrieving inventory information between Business Central and a connected eCommerce platform:
  • Send Availability: enabling this field for a listing will instruct CSM to include that listing in the sending of inventory information from Business Central to an external platform.
  • Compare Availability To: the existing functionality in which CSM would compare a listing’s calculated availability against the last availability value that was sent to the external platform has been expanded to allow for a second option. It is now possible to instruct CSM to compare the listing’s calculated availability against the external inventory value that has been retrieved from the external platform.
  • Auto Retrieve Channel Inventory: when CSM’s automation routines are executed, inventory availability for listings that have this setting enabled will be automatically retrieved from the external platform.
• Configurable item support has been added to CSM for Shopify. Configurable items refer to products that are available in multiple, variable configurations such as color or size. CSM for Shopify accommodates the creation and management of this item structure:
  • The CSM listing wizard identifies items that exist as “parents” to multiple “children” records in Business Central which represent different configurable item combinations and creates multiple CSM listings that reflect this parent/child relationship.
  • CSM item attributes that represent configurable values are automatically created for the sales channel in Business Central.
  • CSM listings for both the parent and children, as well as variable item attributes, can be exported from Business Central and used to create new records in Shopify.
  • Updates to configurable attribute values can be used to create new CSM listings and then communicated to Shopify.
  • Configurable items can be loaded from Shopify and used to create CSM listing and item attribute records in Business Central.

• Shopify-specific accommodations have been made to support a CSM Core feature that allows users to edit a CSM API message’s response and then reprocess it.

Corrections

• Credential information entered through the Shopify setup wizard was not being properly assigned to the related API credential record. This has been corrected.
• An incorrect API mapping was resulting in improper application of shipment discounts. This has been corrected.
• Adding items to retrieved sales orders in Business Central and then posting a partial shipment would result in CSM fulfilling the entire order in Shopify. This has been corrected.

Miscellaneous

• CSM for Shopify’s automated test scripts have been expanded to include additional testing scenarios.
• CSM for Shopify’s subscription management objects have been updated to include supported extension modules.

CSM Core 3.3 Release Notes (Full Version)

Release Overview

Features and Functionality

Support for Microsoft Dynamics 365 Business Central 2022 Wave 2 (version 21) has been added to CSM.

• An Address 2 Behavior field has been added to the CSM Sales Channel table. This field allows you to instruct CSM
  how to populate address 2 fields on new sales orders and customers based on related CSM order values. Because
  CSM orders have three address fields, while Business Central sales orders and customers only have two, it is
  necessary to indicate which CSM order address fields should be used to populate Business Central address 2
  fields. You can instruct CSM to use a CSM order’s address 2 field, address 3 field, or combine both address 2 and
  address 3 fields into a single value.
• A new sales operation rules feature has been added to CSM Core. This functionality allows you to allow or deny
  actions from being performed against documents when certain criteria is met. For example, you could instruct CSM to deny the automatic release of a sales order if any item order quantities have insufficient availability.

Corrections

• A number of CSM objects had code that was not in compliance with Microsoft’s published guidelines. This has
  been corrected.
• JSON response processing would error during the order automation process if no new orders were available for
  retrieval. This has been corrected.
• Attempting to send feeds to Amazon would result in an unsupported character message. This has been corrected.
• Archive table and page objects did not exist for CSM order document line records. This has been corrected.
• Attempting to manually enter a CSM channel primary category on CSM listings would result in an error. This has
  been corrected.

Miscellaneous

• The FTP FastTab on the CSM Sales Channel page supported functionality that is no longer used. This FastTab has
  been hidden by default. The underlying fields are still present and can be used, if needed.
• Miscellaneous field captions have been updated for clarity.
• CSM Core’s automated test scripts have been expanded to include additional testing scenarios.

CSM Variations 1.1 Release Notes (Full Version)

Release Overview

• A Generate SKUs action has been added to the item variation card. Executing this action will automatically build
  SKU values from a variation SKU’s existing SKU item number, and (if applicable) SKU variant code.
• An Update SKU Status action has been added to the item variation card. Executing this action will automatically
  update the status of all selected variation SKUs to Active.

CSM Core 3.2 Release Notes (Full Version)

 Hot Fix

Release Overview

Features and Functionality

• It is now possible to link CSM sales channel other charges and CSM shipping methods to Business Central resource records.
• A new integration event has been added to allow a subscriber to change the calculation logic of the order total amount in the CSM Sales Header table.

Corrections

• CSM cross references were not being used to populate state/province information for new Business Central customer that were created a result of orders retrieved via CSM. This has been corrected.

CSM for WooCommerce 3.0 Release Notes (Full Version)

Release Overview 

Features and Functionality

• WooCommerce-specific accommodations have been made to support the Role Center Headline Data table that was added in a previous version of CSM Core. Starting with this release of CSM for WooCommerce, WooCommerce-specific headlines are stored in this table and are available for display in the CSM Administrator Role Center.
• In a previous release of CSM for WooCommerce, the ability to define a time zone offset was moved from CSM API sets to CSM sales channels. As a result, the CSM Shop Timezone UTC Offset field in the CSM API Set table was marked as Obsolete. This field has now been removed from the CSM API Sets
• Supporting data retrieval has been added for Payment Methods. This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from the external platform.
• Order retrieval automation now retrieves payment intent information from Stripe.
• It is now possible to create CSM listings with product data that has been retrieved from a connected WooCommerce platform. This is useful if you have already created products on your WooCommerce platform, and would prefer to use this external platform, rather than Business Central, as the basis for your CSM listings. Configurable item support has been added to CSM for WooCommerce. Configurable items refer to products that are available in multiple, variable configurations such as color or size. CSM for WooCommerce accommodates the creation and management of this item structure:
  • The CSM listing wizard identifies items that exist as “parents” to multiple “children” records in Business Central which represent different configurable item combinations and creates multiple CSM listings that reflect this parent/child relationship.
  • CSM listings for both the parent and children, as well as variable item attributes, can be exported from Business Central and used to create new records in WooCommerce.
  • Updates to configurable attribute values can be used to create new CSM listings and then communicated to WooCommerce.
  • Configurable items can be loaded from WooCommerce and used to create CSM listing and item attribute records in Business Central.

WooCommerce-specific accommodations have been made to support a CSM Core feature that allows users to edit a CSM API message’s response and then reprocess it.

Corrections

• The presence of CSM for WooCommerce in a database was suppressing the display of shipping method and shipping carrier retrieval actions on sales channels for other eCommerce platforms. This has been corrected.

Miscellaneous

• CSM for WooCommerce’s automated test scripts have been expanded to include additional testing scenarios.
• CSM for WooCommerce’s subscription management objects have been updated to include supported extension modules.

CSM Core 3.2 Release Notes (Full Version)

Hot Fix

Release Overview

• A previous CSM Core release was missing the necessary changes to support a correction to the Magento platform integration (“The Channel Payment Method field on CSM orders was not being populated with retrieved data from Magento”). This has been corrected.

CSM Core 3.2 Release Notes (Full Version)

Release Overview

Upgrade Instructions

This release introduces CSM API function support for JSON content types. By default, CSM will convert JSON data buffer content to XML, but in some scenarios this would create issues if the content could not be properly communicated via XML. For example, retrieval of a channel order with a special character in one of the fields (such as an “&” instead of the word “and”) would previously fail because the special character was not supported by XML.

For most of your existing CSM API functions, no changes should be necessary. If you have received errors or experienced issues due to data buffer content existing in an XML format, however, you can change the related CSM API function’s content type from Data Buffer XML Paths to Data Buffer JSON Paths. This will instruct CSM to generate the data buffer in JSON when executing the related function.

The scenarios in which this change will be needed vary from channel to channel and function to function; if you require guidance as to the specific API functions that need this change in your environment, please consult with your CSM partner contact.

Features and Functionality

• In a previous version of CSM Core, a number of actions in the CSM Administrator Role Center were marked as Obsolete to support deployment in W1 environments. These actions have now been removed:
  • The Customer List – Order Status page
  • The Customer – Order Summary report
  • The Customer – Top 10 List report
  • The Customer/Item Statistics report
  • The /Item Stat. by Salespers. report
  • The List Price Sheet report
  • The Inventory – Sales Back Orders report
  • The Sales Order Status report
• CSM API functions now generate data buffers via JSON processors.

Corrections

• In a scenario where an archived order was retrieved into Business Central a second time (for example, if a modification was made to the order on the sales channel), an attempt by CSM to archive this duplicate order would result in an error. This has been corrected; when CSM archives an order that has already been archived, a suffix will be appended to the archived order’s ID. For example, suppose we archived CSM order 1234 in Business Central. This order was modified in the eCommerce channel and retrieved by CSM a second time. When this order is archived by CSM, it will be assigned an order ID of 1234-01. If this process was repeated, subsequent archive records would be numbered 1234-02, 1234-03, and so forth.

CSM for Magento 3.0 Release Notes (Full Version)

Hot Fix

Release Overview

CSM for Magento 3.0 Release Notes (Full Version)

Release Overview

• Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CSM for Magento.
• Magento-specific accommodations have been made to support the Role Center Headline Data table that was added in a previous version of CSM Core. Starting with this release of CSM for Magento, Magento-specific headlines are stored in this table and are available for display in the CSM Administrator Role Center.

• Supporting data retrieval has been added for the following data types
  • Payment Methods
  • Inventory Locations

This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from the external platform. See the in-depth feature description for more details.

• Order retrieval automation now retrieves payment intent information from Stripe.
• It is now possible to create CSM listings with product data that has been retrieved from a connected Magento platform. This is useful if you have already created products in Magento, and would prefer to use this external platform, rather than Business Central, as the basis for your CSM listings. See the in-depth feature description for more details.
• It is now possible to run the Get External Inventory Supply action against multiple selected CSM listing records.
• Configurable item support has been added to CSM for Magento. Configurable items refer to products that are available in multiple, variable configurations such as color or size. CSM for Magento accommodates the creation and management of this item structure:
  • The CSM listing wizard identifies items that exist as “parents” to multiple “children” records in Business Central which represent different configurable item combinations and creates multiple CSM listings that reflect this parent/child relationship.
  • CSM listings for both the parent and children can be exported from Business Central and used to create new records in Magento.
  • Updates to configurable attribute values can be used to create new CSM listings and then communicated to Magento.
  • Configurable items can be loaded from Magento and used to create CSM listing records in Business Central.

Corrections

CSM Core 3.1 Release Notes (Full Version)

Release Overview

Features and Functionality

• It is now possible to run the Update Status action against multiple selected CSM orders.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel specific integrations:

• CSM Core’s configurable items framework has been updated and expanded to support upcoming Magento and
  Shopify integrations.

CSM Core 3.0 Release Notes (Full Version)

Release Overview

Features and Functionality

To support CSM deployment in W1 environments, the following actions in the CSM Administrator Role Center that are not compatible with W1 have been marked as Obsolete:

• The Customer List – Order Status page
• The Customer/Item Statistics report
• The /Item Stat. by Salespers. report
• The List Price Sheet report

These actions will be removed from CSM in a future release.

• It is now possible to link CSM listings to Business Central resource records.
• New API type options for Collection from Text and Object from Text have been added to the CSM API Sub Variable

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

A common framework for configurable items has been added to CSM Core. Configurable items refer to products that are available in multiple, variable configurations such as color or size. The specifics of the functionality will vary from platform to platform, but the general structure will remain the same across all integrations:

• The CSM listing wizard identifies items that exist as “parents” to multiple “children” records in Business Central which represent different configurable item combinations and create multiple CSM listings that reflect this parent/child relationship.
• CSM item attributes that represent configurable values are automatically created for the sales channel in Business Central.
• If applicable, CSM item attribute sets are created to manage attributes that are shared between multiple products on the sales channel.
• CSM listings for both the parent and children, as well as variable item attributes, can be exported from Business Central and used to create new records in the sales channel.
• Updates to configurable attribute values can be used to create new CSM listings and then communicated to the sales channel.
• Configurable items can be loaded from the sales channel and used to create CSM listing and item attribute records in Business Central.

These features will support configurable item functionality in multiple upcoming platform integrations.

Corrections

• A number of CSM objects had code that was not in compliance with Microsoft’s published guidelines. This has been corrected.
• Product data in Stripe was not being refreshed prior to the creation of a new CSM free trial. This has been corrected.
• The CSM Discount Allocation field was not being displayed on the CSM Sales Channel page for applicable sales channels. This has been corrected.
• An Item Attribute Options 2 page that was created to assist in development activities was accessible to users through search functionality. This has been corrected.
• Under certain conditions, the last run time for the SALESORDERLIST function was being improperly updated, resulting in channel orders being skipped during the retrieval process. This has been corrected.
• A variable was missing from the API function used to send CSM item attribute sets to a sales channel. This has been corrected.
• Deleting a CSM listing would not delete related listing records such as product information, listing children, and listing attributes. This has been corrected.

Miscellaneous

• CSM Core’s automated test scripts have been expanded to include additional testing scenarios.

CSM for BigCommerce Release Notes (Full Version)

Release Overview

The system was attempting to create duplicate order document lines for order payments upon order retrieval,
resulting in an error. This has been corrected.

Features and Functionality

• BigCommerce-specific accommodations have been made to support the Role Center Headline Data table that was added in a previous version of CSM Core. Starting with this release of CSM for BigCommerce, BigCommerce-specific headlines are stored in this table and are available for display in the CSM Administrator Role Center.
• Supporting data retrieval has been added for Payment Methods. This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from the external platform.
• Order retrieval automation now retrieves payment intent information from Stripe.
• It is now possible to create CSM listings with product data that has been retrieved from a connected BigCommerce platform. This is useful if you have already created products on your BigCommerce platform, and would prefer to use this external platform, rather than Business Central, as the basis for your CSM listings.
• Configurable item support has been added to CSM for BigCommerce. Configurable items refer to products that are available in multiple, variable configurations such as color or size. CSM for BigCommerce accommodates the creation and management of this item structure:
  • The CSM listing wizard identifies items that exist as “parents” to multiple “children” records in Business Central which represent different configurable item combinations and creates multiple CSM listings that reflect this parent/child relationship.
  • CSM item attributes that represent configurable values are automatically created for the sales channel in Business Central.
  • CSM listings for both the parent and children, as well as variable item attributes, can be exported from Business Central and used to create new records in BigCommerce.
  • Updates to configurable attribute values can be used to create new CSM listings and then communicated to BigCommerce.
  • Configurable items can be loaded from BigCommerce and used to create CSM listing and item attribute records in Business Central.

Corrections

• Retrieved shipment methods were being entered in the CSM order’s Ship Service Level field, rather than the Channel Shipping Method This has been corrected.

Miscellaneous

• CSM for BigCommerce’s automated test scripts have been expanded to include additional testing scenarios.
• CSM for BigCommerce’s subscription management objects have been updated to include supported extension modules.

CSM Variations 1.0 Release Notes (Full Version)

Release Overview

To support the creation and management of configurable items for sales channels, a new “Suite Engine Variations” library extension has been introduced. This extension assists users in the creation and management of Business Central records that represent a parent item and all of its configurable variations. This module allows you to identify the variable options (such as color) and values (such as red, blue, and yellow) that comprise an item’s configurable variations. You can then instruct Business Central to determine all of the different attribute combinations that exist for the item. Separate items or item variants can be created to represent these variations.

CSM Core 2.6 Release Notes (Full Version)

Release Overview

Features and Functionality

• Support for Business Central’s new sales pricing experience has been added to CSM.
  • New listing import actions have been added to allow for the creation/importing of multiple records at once:
    • Import Items: this action can be used to create listings for multiple Business Central items at once.
    • Import Listing Images: this action can be used to import multiple images and assign them to CSM listings
      at once.
      See the in-depth features description for more details.
• It is now possible to run the Send All Listing Data to Channel and Send Listing Base Info to Channel actions against
  multiple selected CSM listing records.
• Name fields have been added to the lookup pages that are accessed when assigning a table or field to a CSM API
  mapping record. Previously these tables contained object ID fields, but with the addition of these new name
  fields, it is easier for users to identify the associated database object that they want to assign to the CSM API
  mapping.

Channel Foundations

To support an upcoming Amazon integration, the ability to retrieve a single order from an external platform has
been added to CSM sales channels.

• New fields have been added to the CSM Listing table to support enhanced options when sending and retrieving
  inventory information between Business Central and a connected eCommerce platform:
  • Send Availability: enabling this field for a listing will instruct CSM to include that listing in the sending of
    inventory information from Business Central to an external platform.
  • Compare Availability To: the existing functionality in which CSM would compare a listing’s calculated
    availability against the last availability value that was sent to the external platform has been expanded to
    allow for a second option. It is now possible to instruct CSM to compare the listing’s calculated availability
    against the external inventory value that has been retrieved from the external platform.
  • Auto Retrieve Channel Inventory: when CSM’s automation routines are executed, inventory availability
    for listings that have this setting enabled will be automatically retrieved from the external platform. This
    will support new product features in multiple upcoming platform integrations.
    These fields will support new product features in multiple upcoming platform integrations.
• A new Role Center Headline Data table has been added to CSM Core. This table can be used to store platform-specific headlines for display in the CSM Administrator Role Center. These headlines will be included in upcoming
  platform integrations.

Corrections

• Attempting to open various CSM pages while automation routines were running would result in an error. This has
  been corrected.
• Deleting a sales channel would not delete associated records in other tables. This has been corrected.
• The unit of measure was not being populated on sales lines that were retrieved from an external platform for
  items that were mapped via Business Central’s item reference feature. This has been corrected.

Miscellaneous

• CSM Core’s default demo data load has been updated to store demo credentials in Azure Key Vault.

CSM for Amazon 2.2 Release Notes (Full Version)

Hot Fix Issued

Release Overview

This release introduces a new Channel Shipping Method field (field number 205) to the CSM Order table, which replaces the Ship Service Level field (field number 200). If you are upgrading your existing CSM integration with this release, you must make the following changes to ensure that your solution continues to operate as desired:

• Update your existing API mappings in the CSM API Functions The API functions you must update are dependent on your API Set:
  • SP-API: From the GETORDERS function, locate the existing mapping to table 70338221, field 200 (Ship Service Level) and update this field number to 205 (Channel Shipping Method).
  • MWS: From the LISTORDERS function, locate the existing mapping to table 70338221, field 200 (Ship Service Level) and update this field number to 205 (Channel Shipping Method). Repeat this process for the LISTORDERSBYTOKEN
• Update any custom extensions that use the legacy Ship Service Level field to use the new Channel Shipping Method field.

Features and Functionality

• The CSM for Amazon FBA Inventory Management module has been refactored to support Amazon’s modern SP-API set.
• Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CSM for Amazon.
• Supporting data retrieval has been added for the following data types:
  • Shipping Methods
  • Shipping Carriers

This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have been retrieved from a default data load. See the in-depth feature description for more details.

• Amazon-specific accommodations have been made to support the addition of a new Channel Shipping Method field has been added to the CSM Shipping Method and CSM Order tables and their related pages in CSM Core. This field replaces the existing Ship Service Level field, which is where an external platform’s retrieved shipment method code was stored. The existing field entered these retrieved values as Business Central codes, which resulted in a format that was incompatible with some platforms. The new field retrieves these values as text, which will support all data retrieval scenarios. See the upgrade instructions for more details.
• The ability to print item labels for FBA inbound shipments has been added to CSM for Amazon. See the in-depth feature description for more details.
• For deployments using Amazon’s modern SP-API set, instructing CSM to get an FBA inbound shipment’s package labels, pallet labels, or bill of lading will result in the automatic download of these documents. In deployments using Amazon’s legacy MWS API set, the user must still manually instruct CSM to download these documents.
• Server -issued status codes that are generated as a response to CSM API message requests are now being recorded in the HTTP Response Status Code field in the CSM API Message table.

Corrections

• The GETORDERS CSM API function was not retrieving the necessary Next token. This has been corrected.
• A hexadecimal error was being generated when attempting to parse non-English characters, such as Arabic or Chinese. This has been corrected.
• In SP-API deployments, shipping discounts were not being properly calculated on sales orders that were created from retrieved CSM orders. This has been corrected.
• Attempting to retrieve pallet labels from Amazon would result in an error. This has been corrected.

Miscellaneous

• Codeunit 70338338’s status has been updated from Obsolete Pending to Obsolete. This codeunit will be removed from CSM for Amazon in a future release.
• CSM for Amazon’s automated test scripts have been expanded to include additional testing scenarios.
• CSM for Amazon’s default demo data load has been updated to support new features introduced with this release.

CSM for Magento 2.0 Release Notes (Full Version)

Release Overview

Upgrade Instructions

• Magento-specific accommodations have been made to support the addition of a new Channel Shipping Method field has been added to the CSM Shipping Method and CSM Order tables and their related pages in CSM Core. This field replaces the existing Ship Service Level field, which is where an external platform’s retrieved shipment method code was stored. The existing field entered these retrieved values as Business Central codes, which resulted in a format that was incompatible with some platforms. The new field retrieves these values as text, which will support all data retrieval scenarios. See the upgrade instructions for more details.

Corrections

CSM Core 2.5 Release Notes (Full Version)

Release Overview

This release introduces a new Channel Shipping Method field (field number 205) to the CSM Order table, which replaces
the Ship Service Level field (field number 200). If you are upgrading your existing CSM integration with this release, you
must make the following changes to ensure that your solution continues to operate as desired:

• Update your existing API mapping. In the CSM API Functions page, select the API function code SALESORDERLIST.
  Choose the API Mappings button in the ribbon, and in the CSM API Mappings page, locate the existing mapping
  for table 70338221, field 200 and update this field number to 205.
• Update any custom extensions that use the legacy Ship Service Level field to use the new Channel Shipping
  Method field

Channel Foundations

• Functionality has been added to create records in dedicated attribute tables that were introduced in an earlier release to support different attribute data types (attributes, attribute sets, and attribute options). This will support new product features in multiple upcoming platform integrations.
• To support shipment method data retrieval activities in multiple upcoming platform integrations, a new Channel Shipping Method field has been added to the CSM Shipping Method and CSM Order tables and their related pages. This field replaces the existing Ship Service Level field, which is where an external platform’s retrieved shipment method code was stored. The existing field entered these retrieved values as Business Central codes, which resulted in a format that was incompatible with some platforms. The new field retrieves these values as text, which will support all data retrieval scenarios. See the upgrade instructions for more details.
• A new CSM Shipping Zone table and related page has been added to support shipment method data retrieval activities in an upcoming BigCommerce integration.
• To support sales channel payment methods that do not permit multiple payment capture activities against the same transaction, a new Single Capture Boolean field has been added to the CSM Payment Method table. When this option is enabled for a CSM order’s assigned payment method, CSM will capture and send the payment to the sales channel when the related Business Central sales order is fully shipped and invoiced. If the sales order is partially shipped and invoiced, no payment capture is recorded.
• Functionality has been added to support gift card management in an upcoming Shopify integration.

Corrections

• A number of CSM objects had code that was not in compliance with Microsoft’s published guidelines. This has been corrected.
• When the CSM setup wizard was used to create a new channel that uses an existing API set, leaving the credential information blank in the wizard would result in CSM deleting that API set’s existing credentials. This has been corrected.
• Deleting a sales channel did not result in the deletion of that channel’s related CSM automation records. This has been corrected.
• Channel-specific field captions on channel orders were not extended to the related archived orders. This has been corrected.
• Miscellaneous typos have been corrected.

Miscellaneous

• CSM Core’s automated test scripts have been expanded to include additional testing scenarios.

CSM for Magento 2.0 Release Notes (Full Version)

Release Overview

Features and Functionality

• License contact e-mail validation has been removed from CSM for Magento, as this functionality is now executed through Suite Engine’s subscription management module.
• Field captions on various CSM pages have been updated to use Magento-specific terminology.
• Channel credentials such as store IDs and secret tokens are now stored in a separate API Credential table, rather than API sets. This provides companies with greater flexibility in the setup and maintenance of Magento channel credentials. As part of this, the Credentialing Sales Channel field in the CSM Sales Channel table allows users to indicate that a particular sales channel’s API functions are to be run according to the credentials of another channel. See the in-depth feature description for more details.
• Supporting data retrieval has been added for the following data types: Shipping Methods, Shipping Carriers, Tax Groups, Price Groups.
• This functionality can simplify setup activities by allowing users to instantly populate CSM tables with records that have either been retrieved directly from a connected Magento platform or a default data load. See the in-depth feature description for more details.
• The ability to send supporting data information from Business Central to a connected Magento platform has been added for the following data types: Tax Groups, Price Groups.
• This functionality can simplify setup activities by allowing users to instantly create new Magento records from Business Central, or update existing Magento records with Business Central changes. See the in-depth feature description for more details.
• Several improvements have been made to API features for Magento 2 environments: Functionality has been added to support CSM automation list records with a blank sales channel code and the ability to send sales channel customer information from Business Central to a connected Magento platform is now supported.

CSM Core 2.4 Release Notes (Full Version)

Release Overview

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• Functionality has been added to retrieve supporting data records from a connected eCommerce channel. This will support the retrieval of channel-specific supporting data in an upcoming Magento integration.

Corrections

• Credential management was not properly supporting environments in which credentials are stored against API sets. This has been corrected.

CSM for Shopify 2.0 Release Notes (Full Version)

Release Overview

Corrections

• Shipments that had lines with zero quantity to ship were not being transmitted to Shopify. This has been corrected.

CSM for Amazon 2.1 Release Notes (Full Version)

Release Overview

Features and Functionality

• The following CSM for Amazon modules have been re-factored to support Amazon’s modern SP-API set:

• • Order Management.
  • External Inventory Supply Retrieval.
  • Financial Management.

• To support this change, the CSM for Amazon Setup Wizard has been enhanced to allow users to indicate whether a new channel should be created according to the modern SP-API set or Amazon’s legacy MWS set. The credential options that can be populated in this wizard change dynamically according to the selected API set. See the in-depth feature description for more details.
• Channel credentials such as seller IDs, marketplace IDs, and secret keys are now stored against sales channel records in a separate API Credential table, rather than API sets. This provides companies with greater flexibility in the setup and maintenance of Amazon channel credentials. As part of this, the Credentialing Sales Channel field in the CSM Sales Channel table allows users to indicate that a particular sales channel’s API functions are to be run according to the credentials of another channel. See the in-depth feature description for more details.
• Functionality has been added to support the importing of an Amazon order report against the channel orders that exist for an FBM sales channel. This makes it possible for users to populate channel orders with additional buyer information. See the in-depth feature description for more details.

Corrections

• The Get External Inventory Supply action was not properly retrieving item information and available quantities for Amazon for FBA channel listings. This has been corrected.
• Shipment confirmations to Amazon were sending the carrier name, instead of carrier code. This has been corrected.

Miscellaneous

• The CSM for Amazon demo data load has been updated to accommodate the SP-API set.

CSM Core 2.4 Release Notes (Full Version)

Release Overview

Features and Functionality

• Functionality has been added to allow for the copying of an existing API credential record.
• It is now possible to run the following actions against multiple selected CSM listing records:

• • Send Price Update to Channel
  • Calculate Channel Availability

• A recent release of Microsoft Dynamics 365 Business Channel replaced item cross reference records with item reference records. The following areas of CSM that previously used item cross references have been updated to use item references:

• • Creation of sales orders from CSM channel orders.
  • Creation of CSM listing records via the Create Listing Wizard.

• Several improvements have been made to CSM API Message records:

• • A new HTTP Response Status Code field has been added to CSM API Message table. This field displays the server-issued status code that was generated as a response to the message request.
  • It is now possible to edit a CSM API message’s response and then instruct CSM to reprocess it. See the in-depth feature description for more details.

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• Functionality has been added to retrieve supporting data records from a connected eCommerce channel. This will support the retrieval of channel-specific supporting data in future product releases.
• The CSM Attribute Data table previously supported multiple data types (attributes, attribute sets, and attribute options). To reduce code complexity and better support future product features, a separate table for each data type has been added to CSM. CSM currently continues to store all attribute data types in a single table; the necessary changes that will instruct the program to store different data types in dedicated tables will be added in a future CSM Core release.
• A new Variation enumeration has been added to Channel Product Type field in the CSM Listing table. This will replace channel-specific enumerations that exist to identify product variants/variations.
• Blob fields have been added to a number of CSM tables to support better data storage.
• Functionality has been added to support Amazon’s modern SP-API set in an upcoming Amazon integration.
• The CSM Order Management codeunit has been updated to prevent the sending of shipment lines with zero quantity to a connected sales channel. This will support an upcoming Shopify service pack.
• Functionality has been added to improve pagination in an upcoming BigCommerce integration.

Corrections

• There were primary key fields on some CSM tables that were marked as Obsolete. This has been corrected.
• Error messaging was unclear when status matrix data failed to load for a sales channel. This has been corrected.
• Error messaging was unclear if a user failed to properly assign an archive after days value to channel records. This has been corrected.
• The External Tracks Inventory field in the CSM Listing Children List FastTab on the CSM Listing page was improperly captioned. This has been corrected.
• Deleting a CSM API message did not result in the deletion of that message’s related CSM API data buffer records. This has been corrected.

CSM for BigCommerce Release Notes (Full Version)

Release Overview

A new integration between Business Central and the BigCommerce platform is available with CSM. This includes the same modules that are available in other CSM integrations:

• Order Management
• Inventory Management
• Listing Management (basic listing management creation capabilities)

CSM Core Release Notes (Full Version)

Release Overview

Channel Foundations

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations:

• Functionality has been added to support the storing of channel credentials such as user IDs, passwords, and secret keys against sales channel records, rather than API sets. As part of this, a new Credentialing Sales Channel field has been added to the CSM Sales Channel table. This will allow users to indicate that a particular sales channel’s API functions are to be run according to the credentials of another channel. Future channel-specific CSM releases will support this functionality, according to each channel’s particular credentialing requirements.
• A new Long Comment BLOB field has been added to the CSM Order Document and CSM Order Archive Document tables to support the retrieval and storage of order messages that are greater than 250 characters.
• Integration events have been added to support an upcoming BigCommerce integration.

Corrections

• A number of CSM objects had code that was not in compliance with Microsoft’s published guidelines. This has been corrected.
• CSM order bill-to names were not being automatically populated upon creation. This has been corrected.

CSM for Magento Release Notes (Full Version)

Release Overview

Features and Functionality

• Support for Microsoft Dynamics 365 Business Central 2021 Wave 2 (version 19) has been added to CSM for Magento.
• Magento-specific accommodations have been made to support recent changes to Suite Engine’s subscription management module.

Corrections

• Some fields on the CSM for Magento setup wizard were not visible. This has been corrected.
• Attempting to post a shipment with a blank tracking number, title, or carrier through CSM for Magento would result in an error. This has been corrected.
• Error message content was not being displayed on CSM API message records. This has been corrected.

Miscellaneous

• The CSM for Magento default data load has been updated to store last run timestamps against CSM automation records instead of API records.

CSM for Amazon 2.0 Release Notes (Full Version)

Release Overview

Features and Functionality

• Amazon-specific accommodations have been made to support recent changes to Suite Engine’s subscription management module.
• The CSM Administrator Role Center now includes a link to product release notes.
• Sales order creation activities have been reverted to use a CSM Core codeunit, rather than an Amazon-specific codeunit. This change is made to facilitate future support for Amazon’s new SP-API functionality.
• New integration events have been added to accommodate additional carton creation scenarios.
• Shipment cartons have been enhanced to support contents with expiration dates.
• The Get Inbound Shipment Status action that previously had to be run manually from the CSM FBA Shipment page has been added to CSM for Amazon’s automation routines. This action will now be automatically run for all FBA inbound status records every time the automation process is executed.
• A new Copy Plan action has been added to FBA shipping plans. Executing this action from an existing shipping plan record will instruct CSM to create a new shipping plan whose values have been copied from the original record.
• The existing Void Transport Request action on FBA inbound shipments has been enhanced to automatically clear the Transport Estimate Amount, Transport Confirm Void By, and Package Labels Are Ready fields as part of avoiding action.
• Functionality has been added that allows CSM for Amazon to calculate financial fees that are incurred as part of a financial event group. These fees are entered into a dedicated posting worksheet, where they can be reviewed and then posted by a user.

Corrections

• Default channel order archiving settings on the CSM Setup page were not being assigned to new Amazon channels that were created via the setup wizard. This has been corrected.
• The Load Matrix and Automation procedures in the Amazon API utility codeunit were missing variable elements. This has been corrected.
• Running process settlement reports multiple times would result in the creation of duplicate financial event group entries. This has been corrected.
• Several FastTab and ribbon captions on the CSM Amazon Financial Event Groups and CSM FBA Shipment pages contained errors. This has been corrected.

Miscellaneous

• Documentation for CSM for Amazon’s FBA Inventory Management module is now available. It can be accessed here.
• G/L account and transfer route updates were made to the CSM for Amazon demo data load.

CSM Core 2.2 Release Notes (Full Version)

Release Overview  

Corrections 

• Attempting to process automation routines with a blank sales channel code was resulting in an error. This has been corrected.

Miscellaneous 

• Demo validation functions have been added to CSM.
• G/L account and transfer route updates were made to the CSM for Amazon demo data load.

CSM for Shopify 2.0 Release Notes (Full Version)

Release Overview

Features and Functionality

• Support for Shopify POS has been added to CSM for Shopify. See the in-depth features description for more details.
• Shopify returns can now be processed in Business Central as sales credit memos. See the in-depth features description for more details.
• Functionality has been added to automate the creation of CSM listing records for Shopify product variants and better associate them to Business Central records:
• Populating the External ID field in the Listing Status FastTab on the CSM Listing page and then choosing the Get External Inventory Supply action instructs CSM to identify a Shopify product listing with a corresponding product ID.
• If the Shopify product does not have multiple variants defined, CSM associates the listing to that Shopify product and populates the External Inventory ID and External SKU ID fields with the corresponding values from Shopify.
• If the CSM listing is set as a configurable channel product type and multiple variants exist for the Shopify product, it acts as a “parent” listing in Business Central. Its External Inventory ID and External SKU ID fields remain blank.
• A new Product Configurable Options FastTab has been added to the CSM Listing This FastTab presents the different options by which the product’s variants are categorized in Shopify. This FastTab is only displayed for CSM listing records that are identified as configurable product listings and have been associated to a Shopify product.
• Additional CSM listing records are set up for each variant that exists for the product in Shopify. The External Inventory ID and External SKU ID fields on each variant listing are populated with the corresponding values from Shopify.
• These variant listings act as “children” to the parent listing. They are visible in the CSM Listing Attribute List FastTab on the parent CSM listing’s page.
• CSM attempts to link variant listings to an existing Business Central record, using the value in the Channel Item SKU
• A new Variant option has been added to the list of available selections for the Channel Product Type field on the CSM Listing This setting is automatically assigned to CSM listings that have been identified as Shopify variants.
• A new Variant Option Values FastTab has been added to the CSM Listing This FastTab presents the variant-specific settings that have been defined for the variant in Shopify. This FastTab is only displayed for CSM listing records that are identified as variants in the Channel Product Type field.

Corrections

• Default channel order archiving settings on the CSM Setup page were not being assigned to new Shopify channels that were created via the setup wizard. This has been corrected.
• The Load Matrix and Automation procedures in the Shopify API utility codeunit were missing variable elements. This has been corrected
• A number of Shopify-specific event subscribers were being run for all CSM channel records. This has been corrected.
• The response for Shopify API messages was not always being received in a JSON format. This has been corrected.

Miscellaneous

• Additional scenarios for CSM customer creation, CSM listing creation, and CSM channel category creation have been added to Suite Engine’s automated testing codeunits for Shopify.
• The CSM for Shopify demo data load has been expanded to include default carrier codes and Shopify payments.

CSM Core 2.1 Release Notes (Full Version)

Release Overview 

Features and Functionality 

Changes have been made so that CSM Core’s API engine can be utilized without a CSM Core subscription:

• A subscription is no longer required to create CSM API messages.
• Trial messaging and validations are no longer activated on certain CSM Core pages.

These changes allow Suite Engine to introduce new products that use the API engine without requiring the presence of a CSM Core subscription.

• Microsoft introduced a new codeunit for TempBlob usage in an earlier version of Business Central to replace the older TempBlob table. Relevant instances in CSM have been updated to use this new codeunit.

Channel Foundations 

The following Channel Sales Manager Core changes will support forthcoming features and functionality for channel-specific integrations: 

• Fields have been added to CSM sales channel records to support new return features in CSM for Shopify. 

Corrections 

• Links to credit amounts in the Sales Channel Order Statistics FactBox that is displayed on channel order lists and pages were not functional. This has been corrected.
• Inserting a log entry record would produce a duplicate entry number error. This has been corrected.
• Tooltips on the CSM Automation List page contained errors. This has been corrected.

Miscellaneous 

• Updated demo credentials have been applied to CSM.
• Suite Engine-branded items have been added to the CSM Core demo data load.

CSM for Shopify Hotfix Release

CSM for WooCommerce 1.0 Release Notes (Full Version)

Release Overview 

A new integration between Business Central and the WooCommerce platform is available with CSM. This includes the same modules that are available in other CSM integrations:

• Order Management
• Inventory Management
• Listing Management

Channel Sales Manager (CSM):

Feature Enhancements:

Core

• Addition of tooltips and captions
• Modifications to Data Load Generator to utilize object names instead of numbers for multi-version compatibility
• Renaming of objects and variables to comply with current BC Standards
• Modifications to allow for conversion and removal of special characters within inbound API response data
• Addition of Listing Unit of Measure to Availability Calculation within listing management to allow the calculation to factor in the Qty Per Unit of Measure associated with Listing Unit of Measure
• Events added to InsertOrderLevelSalesOrderLines function of the Create Sales Order code-unit to allow subscribers to handle order-level charges differently than the core product
• Additional mapping depth flexibility added to ProcessNormalizedNodesForParent function of CSM API Response Management code-unit to allow for processing of Record Nodes nested within Normalized Nodes

Shopify

• Addition of functionality to bypass sending of Shipment tracking information to Shopify when a shipment is posted that does not contain any items
• Seller Order ID visibility increased on CSM Order and CSM Channel Orders pages
• Modification to the handling of API Response to allow for increased visibility into actual error returned
• Renaming of objects and variables to comply with current BC Standards
• Addition of tooltips and captions
• Modification to API Mappings and Response management to create CSM Order Line Option records for each shipping sales tax amount returned in the API data. Amount will be summed from all lines and added to CSM Order Header as a single Shipping Tax Amount
• Modification to allow for writing each Shipping Sales Tax line as a separate Sales Line upon Sales Order Creation

Amazon

• Addition of API functionality to handle Inventory Feed and allow for pushing Inventory to Amazon for CSM Listings associated with the channel
• Modifications to allow for conversion and removal of special characters within inbound API response data
• Addition of FBA Shipping Module
• Renaming of objects and variables to comply with current BC Standards