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SWS GetTransactionDetails Method

February 1, 2017 Leave a comment

Returns receipt detail information for the specified transaction ID(s).

Parameters

Name DataType Is Required
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.
TransactionIDs ArrayOfLong Required
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. The transaction ID is returned when any MakePayment method is used.

Returned Parameters

Name DataType
TransactionID Long
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. A null or “0” response indicates the transaction failed.
ErrorMsg String
Description If there is an error processing this method this will provide text about the problem that occurred.
TransactionDate DateTime
Description The date the transaction occured.
TransactionTime String
Description The time the transaction occured.
PaymentAmount Decimal
Description The total amount to be paid after all assessments and credits are applied.
EscrowCreditAmount Decimal
Description The amount of the funds taken that were applied to cash credit/escrow.
Type String
Description The type of transaction that occurred.
Status String
Description The status of the transaction.
Agent String
Description The name of the user that completed the transaction.
AccountName String
Description The name on the account where the transaction occurred. This may differ from the primary contact’s name in some instances, such as a business account or a guardianship account.
TransactionPaymentMethod: PaymentMethod String
Description The type of payment that was received for the transaction.
TransactionPaymentMethod: Amount  Decimal
Description The total amount to be paid after all assessments and credits are applied.
TransactionPaymentMethod: AmountTendered Decimal
Description The amount received from the customer.
TransactionPaymentMethod: CashBack Decimal
Description If the payment was cash, this indicates the cash returned to the customer.
TransactionReceiptDetail: ChargeDate DateTime
Description The date the transaction occurred.
TransactionReceiptDetail: ItemDescription String
Description The name of the assessment that was paid.
TransactionReceiptDetail: Amount Decimal
Description The amount of the particular assessment.

Example

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

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

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

Here’s my sample code of the Request object.

// GetTotalDuePastDue Request
request.SiteID = 123456;
request.TransactionIDs = new long[] { 123456 };

Finally we can call the method and pass across the login object and the request object to retrieve the transaction details. 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.GetTransactionDetails(user_request, request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS Methods.

SWS GetRefundDetailV3 Method

December 13, 2016 Leave a comment

Retrieves a collection of submitted refunds with categorized amounts for specified site(s), for a given time-frame, including the post date of the refund information.

Parameters

Name DataType Is Required
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 An array of sites from which you wish to retrieve the refund details.
StartDate DateTime Required
Description The start date of the date range from which you wish to retrieve the refund details.
EndDate DateTime Optional
Description The end date of the date range from which you wish to retrieve the refund details. Defaults to today if left undefined.

Returned Parameters

Name DataType
SiteNumber String
Description The site’s number as defined by the site administrator. This is not the site ID number.
AccountName String
Description The name on the account. This may differ from the primary contact’s name in some instances, such as a business account or a guardianship account.
AccountNumber Long
Description The account ID for the customers account or, if it’s non-account retail, the retail account ID. (The retail account ID cannot be pulled in the application.)
PhoneNumber String
Description The phone number for the account contact.
PhoneType String
Description The type of phone number.
Available values:

  • Home
  • Office
  • Mobile
  • Fax
  • Other
Address1 String
Description The first line of the account address.
Address2 String
Description The second line of the account address.
Address3 String
Description The third line of the account address.
City String
Description The city of the account address.
PostalCode String
Description The postal/ZIP code of the account address.
State String
Description The state/province of the account address.
ApprovedDate DateTime
Description The date the refund was approved. Either by the system automatically or by the refund approver.
InsuranceRefund Decimal
Description The amount, if any, of the insurance that is eligible to be refunded.
OtherRefund Decimal
Description The amount, if any, of the charge that are eligible to be refunded and not included as part of other refunded items.
RefundNotes String
Description The notes of why a refund was denied.
RegionalApprovedBy String
Description The name of the user that approved the refund, or, if it was automatically approved, based on site rules, “Auto Approved”.
RentRefund Decimal
Description The amount, if any, of the rent that is eligible to be refunded.
RetailRefund Decimal
Description The amount, if any, of retail that is eligible to be refunded.
ServiceRefund Decimal
Description The amount, if any, of services that are eligible to be refunded.
SitePerson String
Description The name of the person who processed and, if needed, requested the refund.
Status String
Description Shows the status of the refund. (I.E., Approved, Denied, etc.)
TaxRefund Decimal
Description The amount, if any, of taxes that are eligible to be refunded.
TodaysDate DateTime
Description The current date.
TotalRefundAmount Decimal
Description The total refund amount based on the site rules of what can be refunded.
TransactionNumber Long
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. A null or “0” response indicates the transaction failed.
Units String
Description The unit’s number as assigned by the organization associated with the refund. This is not the UnitID.
VacateDate Date
Description The date the rental item was vacated.
PostDate Date
Description The date the refund was sent to the customer.

Example

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

We’ll assume you have a web reference, let’s name it SWS, in your Visual Studio project. At this point we need to define the objects. We’ll need the standard service object, a Refund request object, and a RefundDetailV3 response object. We can define and create those like this:

// Create request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.Refund_Request request = new SWS.Refund_Request();
SWS.RefundDetailV3_Response response;

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

// GetRefundDetail Request
request.OrgID = 123456;
request.SiteList = new long[] { 123456, 456789 };
request.StartDate = DateTime.Today.AddDays(-1);
request.RefundStatusFilter = new int[] { 1, 2 };

Finally we can call the method and pass across the login object and the request object to retrieve 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.GetRefundDetailV3(user_request, request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll 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

SWS GetRefundDetailV2 Method

December 8, 2016 1 comment

Retrieves a collection of submitted refunds with categorized amounts for specified site(s), for a given time-frame.

Parameters

Name DataType Is Required
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 An array of sites from which you wish to retrieve the refund details.
StartDate DateTime Required
Description The start date of the date range from which you wish to retrieve the refund details.
EndDate DateTime Optional
Description The end date of the date range from which you wish to retrieve the refund details. Will default to today if left undefined.

Returned Parameters

Name DataType
SiteNumber String
Description The site’s number as defined by the site administrator. This is not the site ID number.
AccountName String
Description The name on the account. This may differ from the primary contact’s name in some instances, such as a business account or a guardianship account.
AccountNumber Long
Description The account ID for the customers account or, if it’s non-account retail, the retail account ID. (The retail account ID cannot be pulled in the application.)
PhoneNumber String
Description The phone number for the account contact.
PhoneType String
Description The type of phone number.
Available values:

  • Home
  • Office
  • Mobile
  • Fax
  • Other
Address1 String
Description The first line of the account address.
Address2 String
Description The second line of the account address.
Address3 String
Description The third line of the account address.
City String
Description The city of the account address.
PostalCode String
Description The postal/ZIP code of the account address.
State String
Description The state/province of the account address.
ApprovedDate DateTime
Description The date the refund was approved. Either by the system automatically or by the refund approver.
InsuranceRefund Decimal
Description The amount, if any, of the insurance that is eligible to be refunded.
OtherRefund Decimal
Description The amount, if any, of the charge that are eligible to be refunded and not included as part of other refunded items.
RefundNotes String
Description The notes of why a refund was denied.
RegionalApprovedBy String
Description The name of the user that approved the refund, or, if it was automatically approved, based on site rules, “Auto Approved”.
RentRefund Decimal
Description The amount, if any, of the rent that is eligible to be refunded.
RetailRefund Decimal
Description The amount, if any, of retail that is eligible to be refunded.
ServiceRefund Decimal
Description The amount, if any, of services that are eligible to be refunded.
SitePerson String
Description The name of the person who processed and, if needed, requested the refund.
Status String
Description Shows the status of the refund. (I.E., Approved, Denied, etc.)
TaxRefund Decimal
Description The amount, if any, of taxes that are eligible to be refunded.
TodaysDate DateTime
Description The current date.
TotalRefundAmount Decimal
Description The total refund amount based on the site rules of what can be refunded.
TransactionNumber Long
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. A null or “0” response indicates the transaction failed.
Units String
Description A list of unit numbers as assigned by the organization. This is not the UnitID.
VacateDate Date
Description The date the rental item was vacated.

Example

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

We’ll assume you have a web reference, let’s name it SWS, in your Visual Studio project. At this point we need to define the objects. We’ll need the standard service object, a Refund request object, and a RefundDetailV2 response object. We can define and create those like this:

// Create request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.Refund_Request request = new SWS.Refund_Request();
SWS.RefundDetailV2_Response response;

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

// GetRefundDetail Request
request.OrgID = 123456;
request.SiteList = new long[] { 123456, 456789 };
request.StartDate = DateTime.Today.AddDays(-1);
request.RefundStatusFilter = new int[] { 1, 2 };

Finally we can call the method and pass across the login object and the request object to retrieve 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.GetRefundDetailV2(user_request, request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll 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

SWS GetPreReversePayDetails Method

December 2, 2016 Leave a comment

Retrieves information about a payment being considered for reversal. Verifies that payment can be reversed and includes additional rentals and transactions that are affected.

Parameters

Name DataType Is Required
AccountID Long Required
Description The accounts ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
DontCreditCard Boolean Optional
Description This will reverse the payment in Store, but will not credit the funds back to the card (“True”) or will reverse the payment normally back to the card (“False”). “False” is the default setting which credits the payment back to the card. This is used with internally processed credit cards only. 
RentalID Long Required
Description The rental item’s ID number. This is returned when using the MakeReservation method or can be searched for using the SearchBy method.
TranDate DateTime Required
Description The date and time the transaction occurred.
TranID Long Required
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. If there is no transaction ID the transaction failed. The transaction ID is returned when any MakePayment method is used.
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.

Returned Parameters

Name DataType
ErrorMessage String
Description Message about any problems that occurred during the process, including details to locate errant code.
HasNonRetail Boolean
Description Indicates if any non-retail item will be included in the total (“True”) or not (“False”).
HasRetail Boolean
Description Indicates if any retail item will be included in the total (“True”) or not (“False”).
TnxStatus Integer
Description The numeric value of the transactions status.
RentalID Long
Description The rentals ID number.
RentalStatus Integer
Description The rentals status. Indicates whether the unit is reserved or rented.
UnitNumber String
Description The unit’s number as assigned by the organization. This is not the UnitID.
ObjectType Integer
Description Numeric value of the object type. Indicates if it is a rental object, retail item, a service, etc.
ParentID Long
Description The rental ID to which the non-rental object belongs.
TnxID Long
Description The transaction’s ID number. Transaction IDs are system generated for each payment transaction that occurs in the system. The status, roll-up and type are also included with this return.

Example

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

We’ll assume you’ve got a web reference, let’s name it SWS, in your Visual Studio project. At this point we need to our objects. We’ll need the standard service object, a ReversePayment request object and a GetPreReversePayDetails response object. You will also need one or more TranReversalInfo objects and one or more TransactionDate objects to provide transaction information for the payment(s) needing to be reversed. We can define and create those like this:

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

SWS.TransactionDate tranDates = new SWS.TransactionDate();
SWS.TranReversalInfo reverseDetails = new SWS.TranReversalInfo();

Here’s my sample code of the various objects required.

// GetPreReversePayDetails Request
tranDates.TranID = 123456;
tranDates.TranDate = DateTime.Today.AddDays(-5);

reverseDetails.AccountID = 123546;
reverseDetails.RentalID = 123456;
reverseDetails.TranDates = new SWS.TransactionDate[] { tranDates };

request.SiteID = 123456;
request.ReversalDetails =  new SWS.TranReversalInfo[] { reverseDetails };

Finally we can call the method and pass across the login object and the request object to get our filtered site unit data. 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.GetPreReversePayDetails(user_request, request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS Methods.

Categories: API General, Refunds