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Archive for the ‘Rental/Reservation’ Category

SWS AddToWaitList Method

October 30, 2017 Leave a comment

This method will add an account to a site’s wait list. If a unit is vacated and someone is on the wait list for that unit, the unit will immediately be put into an “In-Process” status for the first account in the wait list. The rental must be completed to a “Rented” status before close of business or it will be abandoned during nightly processing. Once it is abandoned it will then go to the next person on the wait list. This will occur within five minutes of the rental being terminated and will occur even if the rental was terminated in error. A wait list record can be created for a specific unit, a unit of a specific size, a unit of a maximum price, or a unit of a specific Attribute1 or Attribute2.

Parameters

Name DataType Is Required
SiteID Long  Required
Description The site’s ID number. This can be found using the GetSiteList method.
ACCT_ID Long  Required
Description The account’s ID number.  This can be found using the GetContacts method.
PHONE_ID Long  Required
Description The ID number of the phone. This can be found using the GetContacts method.
ADDR_ID Long  Required
Description The ID number of the address. This can be found using the GetContacts method.
CONTACT_ID Long  Required
Description The ID number of the contact. This can be found using the GetContacts method.
ACCT_EMAIL String  Optional*
Description The email address that will be used to notify the contact when the wait list is triggered. An email address must be supplied if EMAIL_NOTIFY is set to “Y”.
UNIT_ID Long  Optional*
Description The ID number of the unit to place on the wait list. If UNIT_ID is supplied as part of the request, the trigger values are ignored.
TRIGGER_TYPE String  Optional*
Description If the UNIT_ID is not supplied, then one of the following trigger types must be supplied, along with a corresponding TRIGGER_VALUE or TRIGGER_VALUE_ID.

Available trigger types:

  • Minimum_Sq_Ft
  • Max_Price
  • Primary_Attributes
  • Secondary_Attributes
TRIGGER_VALUE String  Optional*
Description Indicates the square footage of the unit or the maximum price for the unit being requested through the wait list.(Example: Trigger type of Minimum_Sq_Ft, trigger value of 1000 will return units of no less than 1000 square feet. Trigger type of Max_Price, trigger value of 50.00 will return units of no more than $50.00 per month for rent.)
TRIGGER_VALUE_ID Decimal  Optional*
Description Indicates the primary or secondary attribute that is being requesting through the wait list. This can be found using eUnitAttr01 for Primary_Attributes and eUnitAttr02 for Secondary_Attributes
EMAIL_NOTIFY String  Optional*
Description Set to “Y” if a email notification is to be sent. If set to “Y” the ACCT_EMAIL parameter must also be set. Defaults to “N”.
PHONE_NOTIFY String  Optional*
Description Set to “Y” if phone notification is to be completed. Default is “N”.
TASK_NOTIFY String  Optional*
Description Set to “Y” if a task is to be created. Defaults to “N”.
NOTE_NOTIFY String  Optional*
Description Set to “Y” if  a note on the account is to be created. Defaults to “N”.
TOP_PRIORITY String  Optional*
Description Set to “Y” if  top priority is desired. Defaults to “N”. This will override the wait list and put this request at the top but it is first come, first served.
NOTES String  Optional
Description Notes relating to the new wait list item.

Returned Parameters

Name DataType
RESPONSE String
Description Returns the message “Successfully added item to wait list.” when the item is added to the wait list. The message “A unit of the type requested is available.” is returned if unit is available based upon the parameters requested.

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 create our objects. We’ll need the standard service object, an AddToWaitlist request object and an AddToWaitlist response object. We can define and create those like this:

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

Now we set up the parameters for our request.

// AddToWaitList Request
request.SITE_ID = 123456;
request.ACCT_ID = 123456;
request.PHONE_ID = 123456;
request.ADDR_ID = 123456;
request.CONTACT_ID = 123456;
request.ACCT_EMAIL = "first@co.com";
request.UNIT_ID = 123456;
request.EMAIL_NOTIFY = "Y";
request.PHONE_NOTIFY = "Y";

Finally we can call the method and pass across the login object and the request object to add the account to the waitlist. 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.AddToWaitList(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.

BulkData GetBulkRentals Method

April 13, 2017 Leave a comment

Allows you to retrieve all rentals that have been updated in the last 48 hours. This will include services that were added to a rental and any updates made to the service or the rental itself.

Parameters

Name Data Type Is Required
OrgID Long Required
Description The organization’s ID number.;
BeginDate DateTime Required
Description The start date of the date range for which you wish to retrieve the rentals.
EndDate DateTime Optional
Description The end date of the date range for which you wish to retrieve the rentals. This defaults to today’s date if left undefined.

Returned Parameters

Name Data Type
RENTAL_ID Long
Description The rental item’s ID number.
ACCOUNT_ID Long
Description The account’s ID number.
ACCOUNT_NAME String
Description The name on the account. This may differ from the primary contact’s name in some instances.
SITE_ID Long
Description The site’s ID number.
PARENT_RENTAL_ID Long
Description The ID of the rental to which this service belongs. This will only appear on a service that has been added to a rental.
OBJECT_ID Long
Description The unit’s ID number. This is maintained through rentals.
OBJECT_TYPE_NUM Integer
Description The numeric value of the object type.
OBJECT_TYPE_VAL String
Description The textual value of the object type.
UNIT_NUMBER String
Description The unit’s number as assigned by the site. This is not the unit ID.
RENT_START_DATE DateTime
Description The date the rental was initiated by the customer.
RENT_END_DATE DateTime
Description The date the customer terminated the rental.
PAID_THRU_DATE DateTime
Description The date through which the customer has paid their rent.
LEASE_THRU_DATE DateTime
Description The date through which the customer has leased the unit.
ASSESS_THRU_DATE DateTime
Description The date through which the customer has been assessed.
RENT_STATUS_NUM Integer
Description The numeric value of the rental status of the rental.
RENT_STATUS_VAL String
Description The textual value of the rental status of the rental.
OVERLOCK_STATUS Integer
Description The numeric value of the overlock status of the rental. Available values:

  • 0 = Not Overlocked
  • 1 = Pending Overlock
  • 2 = Overlocked
  • 3 = Pending Lock Removal
DEL_EXEMPT Boolean
Description Indicates if the rental is exempt from the delinquency schedule (“True”) or not (“False”).
DEL_STEP Integer
Description The step the rental is in the delinquency schedule. The delinquency schedule is customized by the site. Use the GetDelinqSchedule method for the full schedule.
DEL_SCHEDULE Long
Description The delinquency schedule’s ID. This will only show if it differs from the delinquency schedule assigned to the revenue class.
DAILY_DEL_SCHEDULE Long
Description Not used.
EMAIL_CC String
Description Not used.
MOVEOUT_NOTICE_DATE DateTime
Description The date the customer notified the site of their intended move out date.
MOVEOUT_DATE DateTime
Description The date the customer has indicated will be the intended move out date.
TRANSFER_TO_ID Long
Description The rental ID from which the unit was transferred.
TRANSFER_FROM_ID Long
Description The rental ID to which the unit was transferred.
TAX_EXEMPT_NUM Integer
Description The numeric value indicating if the rental has tax exempt status.
TAX_EXEMPT_VAL String
Description The textual value indicating if the rental has tax exempt status.
TAX_EXEMPT_INFO Integer
Description The tax ID for the institution to show their tax exempt status.
PER_END_DAY Integer
Description The day of the month that the rental period ends for the rental.
VERSION Integer
Description The unit’s version number which serves to prevent duplicate use of the unit.
CREATED_DATE DateTime
Description The date the rental was created.
CREATED_BY_ID Long
Description The user’s ID number that created the rental.
CREATED_BY_NAME String
Description The first and last name of the user that created the rental.
UPDATED_DATE DateTime
Description The date that the rental was last updated.
UPDATED_BY_ID Long
Description The user’s ID number that last updated the rental.
UPDATED_BY_NAME String
Description The first and last name of the user that last updated the rental.
ORG_ID Long
Description The organization’s ID number.

Example

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

// Create request and response objects
BulkData.LookupUser_Request user_request = new BulkData.LookupUser_Request();
BulkData.BulkDataSoapClient service = new BulkData.BulkDataSoapClient();
BulkData.BulkData_Request request = new BulkData.BulkData_Request();

Here’s my sample code of the Request and user objects.

// request
user_request.Username = "user";
user_request.Password = "pass";
user_request.Channel = 999;

request.OrgID = 123546;
request.BeginDate = DateTime.Today.AddDays(-1);
request.BeginDate = DateTime.Today;

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

// Call the method that will load the response object
try
{
  BulkData.BulkRentals_Response response;
  response = service.GetBulkRentals(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 BulkData Methods.

SWS2 MakeReservationSoftDeposit Method

April 6, 2017 Leave a comment

Allows you to make a soft reservation and charge a reservation deposit for that reservation.

Parameters

Name Data Type Is Required
AcctID Long Required
Description The account’s ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
CFlex1 String Optional
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFlex2 String Optional
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFlex3 String Optional
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFlex4 String Optional
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFlex5 String Optional
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
Channel Integer Optional
Description The method being used to create the rental.
Contacts: AddressID Long Required
Description The ID number of the primary contact’s address record. This is returned when using the AddNewAddress method.
Contacts: ContactID Long Required
Description The rental contact’s ID number. This is returned when using the CreateNewAccount or AddNewContact methods or you can search for it using the SearchBy method.
Contacts: GateCode String Optional
Description The gate code that will be assigned to the rental. This should match any currently existing rentals on the account.
Contacts: GateTimezone String Optional
Description Sets the time period that the tenant has access to the gates. See the gate settings for information.
Contacts: PhoneID Long Required
Description The ID of the contact’s phone number record.
Contacts: PrimaryFlag Boolean Optional
Description Indicates if the contact is the primary (“True”) or not (“False”).
InquirySource Integer Optional*
Description Indicates how the customer heard about the site. This is a custom field, please contact the organization for a list of options.
*Some organizations may require this field. Check the GetSiteRules – “Item Finder – Require Inquiry Source” rule for information.
MarketCode Integer Optional
Description Indicates how the customer heard about the site.
*Not available at all sites.
MarketSource String Optional
Description Indicates how the customer heard about the site.
*Not available at all sites.
Notes String Optional
Description Any notes that need to be attached to the account. Max string length of 4000.
OverrideReservationAmount Decimal Optional
Description If you would like to charge a different amount than the default for the reservation, enter the amount here.
Pcds: Active Boolean Optional
Description Indicates the promotion being added is active.
Pcds: DiscountAmount Decimal Optional
Description Indicates the amount of the discount being added to the quote/reservation/rental.
Pcds: PCDID Long Optional
Description Indicates the ID of the promotion/discount being added to the quote/reservation/rental.
Pcds: ReasonCode Integer Optional
Description The numeric value as to why you are applying the discount.
Pcds: ReasonDescription String Optional
Description The textual value as to why you are applying the discount.
Price Decimal Optional
Description If you are renting the item at a rate other than the current rent rate or street rate, enter that amount here. This should not include any discounts as the discount will be calculated separately.
QuoteExpiration DateTime Optional
Description If this is a quote/reservation, this will set the expiration date.
QuoteID Long Optional
Description Allows you to convert the quote/reservation ID to a rental.
QuoteStartDate Long Optional
Description No input required. The system will set the start date as today.
QuoteType String Required
Description Indicates what type of quote/reservation/rental this will be.
Available values:

  • QuoteOnly (Use this for a rental.)
  • SoftReservation
  • HardReservation
RentNow Boolean Required
Description Indicates if this will be a rental (“True”) or a quote/reservation (“False”).
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.
TaxExemptExp DateTime Optional
Description The date that the customer tax ID for exempt status expires.
TaxExemptID Integer Optional
Description The customer’s tax ID if they are tax exempt.
UnitID Long Required
Description This is returned when you use any of the GetSiteUnitData
calls. This is maintained through rentals.
Version Integer Required
Description The unit’s version number which serves to prevent duplicate use of the unit.
AssessSoftResDeposit Boolean Required
Description Indicates that a deposit should be charged for a soft reservation (“True”).

Returned Parameters

Name Data Type
QuoteID Long
Description The quote’s ID number.
RentalID Long
Description The rental item’s ID number.

Example

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

// Create a request and response objects
StoreServiceClient client = new StoreServiceClient();
MakeReservation_Request request = new MakeReservation_Request();
MakeReservationContacts contact = new MakeReservationContacts();

As with every method we need to pass in credentials. We also set up the parameters for our request.

client.ChannelFactory.Credentials.UserName.UserName = "user";
client.ChannelFactory.Credentials.UserName.Password = "pass";
client.ChannelFactory.Credentials.SupportInteractive = true;

contact.ContactID = 123456;
contact.AddressID = 123456;
contact.PhoneID = 123456;
contact.GateCode = "1234";
contact.GateTimezone = "0";
contact.PrimaryFlag = true;

request.SiteID = 123456;
request.AcctID = 123456;
request.Channel = 999;
request.Contacts = new MakeReservationContacts[] { contact };
request.InquirySource = 2;
request.Price = 50m;
request.QuoteType = 1;
request.RentNow = true;
request.UnitID = 123456;
request.Version = 34;

Finally we can call the method and pass across the login object and the request object to create the soft reservation with a deposit. It’s a good idea to do this in a Try Catch block.

try
{
    // Call the method that will load the response object
    MakeReservation_Response resp;
    resp = client.MakeReservationSoftDeposit(request, true);
}
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 SWS2 Methods.

SWS2 GetSiteUnitDataStatus Method

April 6, 2017 Leave a comment

Retrieve all the units from the site with their full data and current status.

Parameters

Name Data Type Is Required
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.

Returned Parameters

Name Data Type
SITE_ID Long
Description The site’s ID number.
CLASS_DESC String
Description The textual value of the revenue class to which the unit belongs.
SITE_CLASS_ID Long
Description The revenue classes ID number.
OBJECT_GROUP Integer
Description Not currently used.
UNIT_ID Long
Description The unit’s ID number. This is maintained through rentals.
RENT_RATE Decimal
Description The current rate at which the unit should be rented.
PUSH_RATE Decimal
Description The lowest rate that is available for the unit. Usually this rate has restrictions, set up by the site, on when it can be used.
STREET_RATE Decimal
Description The default rate of the unit. This is usually the rate at which a unit will be rented when the current tenant moves out.
RACK_RATE Decimal
Description The highest rate available on a unit. This usually has restrictions, set up by the site, on when it can be used.
FUTURE_RATE Decimal
Description If a rate change has been scheduled for the unit, this will be the rate to which it will change.
PROFORMA_RATE Decimal
Description This is used as a goal or base rate.
MIN_RENT_RATE Decimal
Description The minimum rate, set by the site, for a which a unit can be rented.
MAX_RENT_RATE Decimal
Description The maximum rate, set by the site, for which a unit can be rented.
STATUS Integer
Description The numeric value for the “Status” custom look up as defined by the site. See eUnitStatus for the available values.
WIDTH Decimal
Description The width measurment of the unit.
DEPTH Decimal
Description The depth measurement of the unit.
HEIGHT Decimal
Description The height measurement of the unit.
SQUARE_FEET Decimal
Description The area of the unit. This is calculated by multiplying the WIDTH times the DEPTH.
VOLUME Decimal
Description The volume of the unit. This is calculated by multiplying the WIDTH, DEPTH and HEIGHT.
ATTRIBUTE01 Integer
Description The numeric value for the “Attribute01” custom look up as defined by the site.
ATTRIBUTE01_VAL String
Description  The textual value for the “Attribute01” custom look up as defined by the site.
ATTRIBUTE02 Integer
Description The numeric value for the “Attribute02” custom look up as defined by the site.
ATTRIBUTE02_VAL String
Description The textual value for the “Attribute02” custom lookup as defined by the site.
CLIMATE Integer
Description The numeric value for the “Climate” custom look up as defined by the site.
CLIMATE_VAL String
Description The textual value for the “Climate” custom lookup as defined by the site.
DOOR Integer
Description The numeric value for the “Door” custom look up as defined by the site.
DOOR_VAL String
Description The textual value for the “Door” custom lookup as defined by the site.
ACCESS_TYPE Integer
Description The numeric value for the “AccessType” custom look up as defined by the site.
ACCESS_TYPE_VAL String
Description The textual value for the “AccessType” custom lookup as defined by the site.
FEATURES Integer
Description The numeric value for the “Features” custom look up as defined by the site.
FEATURES_VAL String
Description The textual value for the “Features” custom lookup as defined by the site.
RESERVATION_DEPOSIT Decimal
Description The amount required to hold a reservation.
TOTAL_UNITS Integer
Description The total number of units of this type.
NUM_STATUS_AVAILABLE Integer
Description The number of units of this type that are available.
NUM_STATUS_RESERVED Integer
Description The number of units of this type that are set aside for reservations.
NUM_STATUS_RENTED Integer
Description The number of units of this type that are currently rented.
NUM_STATUS_COMP_USE Integer
Description The number of units of this type that are set aside for the companies use.
NUM_STATUS_UNAVAIL_DAMAGED Integer
Description The number of units of this type that are not rentable due to damage.
NUM_STATUS_UNAVAIL_PERM Integer
Description The number of units of this type that are set as not available permanently. Usually this is used for a non-existant unit.
NUM_STATUS_OTHER Integer
Description The number of units of this type that are set to other status determined by the site.
NUM_STATUS_UNAVAIL_HOLD Integer
Description The number of units of this type that are set to unavailable hold. This is often used for a unit that was terminated but still has items to be removed.
NUM_STATUS_AVAIL_HOLD Integer
Description The number of units of this type that are set to available hold. This status is used by the system to hold a unit during the move in process.
VERSION Integer
Description The unit’s version number which serves to prevent duplicate use of the unit.

Example

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

// Create a request and response objects
StoreServiceClient client = new StoreServiceClient();
GetSiteUnitDataStatus_Request request = new GetSiteUnitDataStatus_Request();

As with every method we need to pass in credentials. We also set up the parameters for our request.

client.ChannelFactory.Credentials.UserName.UserName = "user";
client.ChannelFactory.Credentials.UserName.Password = "pass";
client.ChannelFactory.Credentials.SupportInteractive = true;

request.SiteID = 123456;

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

try
{
    // Call the method that will load the response object
    UnitTypeStatus[] resp;
    resp = client.GetSiteUnitDataStatus(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 SWS2 Methods.