CSM-Shopify Release Notes - Archives

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 4.0 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 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 Shopify 2.0 Release Notes (Full Version)

Corrections

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

CSM for Shopify 2.0 Release Notes (Full Version)

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.

orrections

• 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.

September 24, 2021 - CSM for Shopify Hotfix Release