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CSM RELEASE NOTES

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CSM Core 3.3 Release

December 02, 2022


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

November 28, 2022


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. See the in-depth feature description for more details.

  • 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. See the in-depth feature description for more details.
  • 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.

See the in-depth feature description for more details.

  • 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. See the in-depth feature description for more details.
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

November 28, 2022


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. See
    the in-depth feature description for more details.
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

November 28, 2022


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

October 26, 2022


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

October 12, 2022


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. 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 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. See the in-depth feature description for more details.
  • 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.

See the in-depth feature description for more details.

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. See the in-depth feature description for more details.

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

October 12, 2022


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

October 7, 2022


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

October 7, 2022


  • Executing the Load Status Matrix Data action for a sales channel would sporadically generate an error. This has been corrected.
  • Channel orders were being retrieved according to local time, while the Magento portal maintains order activity according to UTC, creating consistency issues. This has been corrected; CSM now converts all retrieved orders to UTC.
  • The Channel Payment Method field on CSM orders was not being populated with retrieved data from Magento. This has been corrected.

CSM for Magento 3.0 Release

September 13, 2022


Features and Functionality
  • 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
  • The correct Magento store ID was not being retrieved when the corresponding API credential record’s API scope was set to . 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.
  • CSM for Magento’s default demo data load has been updated to store demo credentials in Azure Key Vault.
  • CSM for Magento’s subscription management objects have been updated to include supported extension
    modules.

CSM Core 3.1 Release

September 13, 2022


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

August 23, 2022


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 3.0 Release

August 23, 2022


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. 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 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. See the in-depth feature description for more details.
  • 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.

See the in-depth feature description for more details.

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

August 23, 2022


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.

 

See the in-depth features description for more details.

CSM Core 2.6 Release

July 5, 2022


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

May 3, 2022


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 WooCommerce 2.0 Release

April 22, 2022


CSM for WooCommerce 2.0 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 LIST_ORDERS_AFTER. 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. Repeat this process for the ORDER_GET_BYSTATUS and LIST_ORDERS_TEST
  • Update any custom extensions that use the legacy Ship Service Level field to use the new Channel Shipping Method
Features and Functionality
  • Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CSM for WooCommerce.
  • Field captions on various CSM pages have been updated to use WooCommerce-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 WooCommerce 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.
  • API credential information was previously included as part of the URL that is generated whenever a request is sent to WooCommerce. To improve security, this information has been removed from the URL and is instead included as part of the request header.
  • A new CSM Shop Timezone Offset field has been added to the CSM Sales Channel table. When a WooCommerce store is set up with a default time zone that differs from Coordinated Universal Time (UTC), this offset field can be used to indicate the number of hours by which the store is ahead or behind. CSM previously allowed for the definition of a time zone offset at the API set level; this new field allows users to set different time zone offsets for sales channels that share the same API set.
  • Supporting data retrieval/creation 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.

  • WooCommerce-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.
  • CSM for WooCommerce now supports a new attribute table structure that was introduced in an earlier version of CSM Core. Retrieved item attribute and item attribute option records are now stored in dedicated tables.
  • 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.
  • Several improvements have been made to the way in which CSM handles API request errors that are due to WooCommerce being unable to provide a response to the request:
    • Previously, failure to obtain a response for any request would abort the entire automation routine. This has been changed so that the automation routine continues to run after an API request returns a no response error.
    • The Response FastTab on the CSM API Message record that is created for an erroneous API request now presents the actual error message (previously this field defaulted to a value of No Response).
Corrections
  • A hexadecimal error was being generated when attempting to parse non-English characters, such as Arabic or Chinese. This has been corrected.
  • Incorrect customer information was being captured on sales orders that were created for guest CSM orders. This has been corrected.
Miscellaneous
  • CSM for WooCommerce’s automated test scripts have been expanded to include additional testing scenarios.
  • CSM for WooCommerce’s default demo data load has been updated to store demo credentials in Azure Key Vault.
  • CSM for WooCommerce’s default demo data load has been updated to support new features introduced with this release.

CSM for BigCommerce 2.0 Release

April 22, 2022


CSM for BigCommerce 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 GETORDERADDRESS. 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.
Features and Functionality

Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CSM for BigCommerce.

  • Field captions on various CSM pages have been updated to use BigCommerce-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 BigCommerce 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

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.

  • BigCommerce-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.
  • CSM for BigCommerce now supports product records that have multiple variant records:
    • The ability to retrieve product variants from BigCommerce and build the corresponding CSM listing records in Business Central. See the in-depth feature description for more details.
    • The Send Availability to Channel action can be executed against CSM listing records for product variants.
  • 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.
  • Several improvements have been made to the way in which CSM handles API request errors that are due to BigCommerce being unable to provide a response to the request:
    • Previously, failure to obtain a response for any request would abort the entire automation routine. This has been changed so that the automation routine continues to run after an API request returns a no response error.
    • The Response FastTab on the CSM API Message record that is created for an erroneous API request now presents the actual error message (previously this field defaulted to a value of No Response).
Corrections
  • A hexadecimal error was being generated when attempting to parse non-English characters, such as Arabic or Chinese. This has been corrected.
Miscellaneous
  • CSM for BigCommerce’s automated test scripts have been expanded to include additional testing scenarios.
  • CSM for BigCommerce’s default demo data load has been updated to store demo credentials in Azure Key Vault.
  • CSM for BigCommerce’s default demo data load has been updated to support new features introduced with this release.

CSM for Shopify 3.0 Release

April 13, 2022


CSM for Shopify 3.0 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.
Features & Functionality
  • Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CSM for
    Shopify.
  • Field captions on various CSM pages have been updated to use Shopify-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 Shopify 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.
  • API credential information was previously included as part of the URL that is generated whenever a request is
    sent to Shopify. To improve security, this information has been removed from the URL and is instead included as
    part of the request header.
  • A new Order Total Discount Allocation field has been added to the CSM Sales Channel table. In this field, you can
    select the method by which CSM will allocate retrieved line discount amounts from Shopify. 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 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.

  • Shopify-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.
  • Shopify-specific accommodations have been made to support the addition of a new Single Capture Boolean field
    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.
    Because Shopify does not permit multiple credit card payment capture activities against the same transaction,
    this option should be enabled for the relevant CSM payment method records.
  • Shopify gift cards can now be issued and managed from within Business Central. 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.
  • Several improvements have been made to the way in which CSM handles API request errors that are due to
    Shopify being unable to provide a response to the request:

    • Previously, failure to obtain a response for any request would abort the entire automation routine. This
      has been changed so that the automation routine continues to run after an API request returns a no
      response error.
    • The Last External Update Status field on the CSM API Message record that is created for an erroneous API
      provides a value of Error.
    • The Last External Update Result field on the CSM API Message record that is created for an erroneous API
      request now presents the erroneous result information (previously this field remained blank).
    • The Response FastTab on the CSM API Message record that is created for an erroneous API request now
      presents the actual error message (previously this field defaulted to a value of No Response).
Corrections
  • CSM for Shopify’s API set was making calls that involved objects removed by Shopify in their REST Admin API. This
    has been corrected.
  • The CSM for Shopify default automation record data load had the Auto Post SO field enabled for multiple
    BUILDSALESORDER functions, resulting in the potential for inadvertent sales order posting in new installations.
    This has been corrected.
  • If a retrieved channel order resulted in the automatic creation of a sales credit memo, deleting that channel order
    and re-retrieving it would instruct CSM to generate a second credit memo. 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.
Miscellaneous
  • CSM for Shopify’s automated test scripts have been expanded to include additional testing scenarios.
  • CSM for Shopify’s default demo data load has been updated to support new features introduced with this release.

 

 

CSM for Magento 2.0 Release

April 13, 2022


CSM for Magento 2.0 Release Notes (Full Version)

 

Release Overview
Upgrade Instructions

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:

  1. 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.
  2. Update any custom extensions that use the legacy Ship Service Level field to use the new Channel Shipping Method field.

 

Features and Functionality
  • 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
  • When a CSM automation routine was interrupted or aborted, the Last Run Timestamp field was still being updated. This has been corrected.
  • Ship-to and bill-to address information was not being captured on CSM orders. This has been corrected.

 

Miscellaneous
  • CSM for Magento’s default demo data load has been updated to support new features introduced with this release.

CSM Core 2.5 Release

April 12, 2022


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

February 28, 2022


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.

 

Corrections
  • Default channel order archiving settings on the CSM Setup page were not being assigned to new Magento channels that were created via the setup wizard. This has been corrected.
  • Channel test communication functionality was not working properly with integrations to Magento 2 environments. This has been corrected.
  • Duplicate sales lines were being created on sales orders that were generated from CSM order lines for configurable items. 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.

CSM Core 2.4 Release

February 28, 2022


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

February 16, 2022


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

February 7, 2022


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

February 3, 2022


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 1.0 Release

December 10, 2021


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 2.3 Release

December 10, 2021


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 1.19 Release

November 2, 2021


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

November 2, 2021


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

November 2, 2021


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

October 10, 2021


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

October 7, 2021


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.

 

September 24, 2021


CSM for WooCommerce 1.0 Release

September 22, 2021


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

 

Release 1.15.20201125.22394

November 25, 2020


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