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SWS GetTransactionDetails Method
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
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:
|
|
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:
|
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.
SWS GetRefundDetailV2 Method
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:
|
|
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:
|
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.
SWS GetPreReversePayDetails Method
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.