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SWS ExportRefundDetail Method

August 8, 2012 1 comment

Retrieves detailed refund information and resets the refund status to indicate the records have been exported. Data is gathered for specified site(s) for a given timeframe.

Parameters

Name DataType Is Required
EndDate DateTime Optional
Description The date to end a process. If start date is provided, then it is the end date of a range of dates. Technically, it’s one day beyond the end date. This will default to today’s date if left undefined.
OrgID Long Required
Description The organization’s ID number.
RefundStatusFilter Integer Optional
Description Selects refunds of given status. Defaults to 2 and 5 if left undefined.
Available values:

  • 1 – Pending Approval
  • 2 – Approved
  • 3 – Denied
  • 4 – Processed
  • 5 – Reset
  • 6 – Credit Fail
  • 7 – System Refund
  • 99 – Cancelled
SiteList Long Optional
Description A collection of limited site details for a specified site zip code(s), site names, or area codes. This will return all sites within the organization if left undefined.
StartDate DateTime Required
Description The date to start a process. If end date is provided, then it is the start date of a range of dates.

Returned Parameters

Name DataType
RefundDetail RefundDetail
Description The object containing all the values of the refund detail.

Example

As with every method we need to pass in credentials. We do this with the LookupUser request object.

We will assume you have a web reference, let’s name it SWS, in your Visual Studio project.  At this point we need to classify our objects.  We’ll need the standard service object, an ExportRefundDetail request object, and an ExportRefundDetail response object. We can define and create those like this:

// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.Refund_Request request = new SWS.Refund_Request();
SWS.RefundDetail_Response response;

Here’s a sample code of the Request object (including optional parameters):

// ExportRefunds Request
request.OrgID = 5005;
request.SiteList = new long[] { 123456, 456789 };
request.StartDate = DateTime.Today.AddDays(1);
request.EndDate = DateTime.Today;
request.RefundStatusFilter = new int[] { 1 };

 Finally we can call the method and pass across the login object and the request object to export the specified refunds. It’s a good idea to do this in a Try Catch block.

// Call the method that will load the response object
try
{
  response = service.ExportRefundDetail(user_request, request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You will want to capture the message returned in that exception so it can be debugged.

For a full list of methods see SWS Methods.

Categories: API General, Refunds, Reports

SWS GetInsuranceBrokerLocations Method

December 8, 2011 2 comments

Returns all of the Store sites for an organization insurance broker services. This method requires that the user has access to the insurance tables through special permissions; otherwise, an error is returned.

Parameters

Name DataType Is Required
InsBrokerOrgID Long Required
Description The insurance companies’ system generated organization id number. This is not the same as the OrgID.

Returned Parameters

Name DataType
Locations String
Description An XML string of Store sites and organizations for an insurance broker that can be read into a .Net DataSet or parsed using an XML parser.

Example

As with every method we need to pass in credentials. We do this with the LookupUser request object.

We will assume you have a web reference, let us name it SWS, in your Visual Studio project. At this point we need to define our objects.  We will need the standard service object, a GetInsuranceBrokerLocations request object, and a GetInsuranceBrokerLocations response object. We can define and create those like this:

// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetInsuranceBrokerLocations_Request request = new SWS.GetInsuranceBrokerLocations_Request();
SWS.GetInsuranceBrokerLocations_Response response;

Here is a sample code of the request object:

// GetInsuranceBrokerLocations Request
request.InsBrokerOrgID = 123456;

Finally we can call the method and pass across the login object and the request object to retrieve our requested information. It’s a good idea to do this in a Try Catch block.

// Call the method that will load the response object
try
{
  response = service.GetInsuranceBrokerLocations(user_request,request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You will want to capture the message in the exception so it can be debugged.

For a full list of methods see SWS Methods.

Categories: API General, Insurance