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SWS GetSiteUnitDataV3 Method

April 1, 2015 Leave a comment

This method retrieves a subset of the GetSiteUnitData and includes the number of items in each status for each unit type. This method will not return promotions and is used primarily for reports.

Parameters

Name DataType Is Required
Depth Decimal Optional
Description The depth of the rental item.
GetPromoData Boolean Ignored
Description Not currently used.
HardReservable String Optional
Description Limits the return to only those units flagged as available for a hard reservation.
MaxRentRate Decimal Optional
Description Limits the results to only those units below the maxiumum rent rate in this parameter.
MinAvailable Integer Optional
Description Limits the return to only those unit types that have more than this number available.
MinRentRate Decimal Optional
Description Limits the results to only those units above the minimum rent rate in this parameter.
PromoDataType PCDTypeOptions Ignored
Description The type of promotions you want returned.
Available values:

  • None
  • HighestPriorityPromotion
  • AllPromotions
  • HighestPriorityDiscount
  • AllDiscounts
  • HighestPriorityRateMod
  • AllRateMods
  • All
  • HighestPriorityDiscountandPromo
  • HighestPriorityPCDAndRateMod
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.
SoftReservable String Optional
Description Limits the return to only those units flagged as available for a soft reservation.
Width Decimal Optional
Description The width of the rental item.

Returned Parameters

Name DataType
SiteId Long
Description The site’s ID number.
ClassDescription String
Description The type of unit, as determined by the admin at the time the unit was created.
SiteClassID Long
Description The system-generated ID of the class.
ObjectGroup Integer
Description Not used currently.
UnitID Long
Description The system-generated ID of the unit. This is maintained through rentals.
RentRate Decimal
Description The current rate the unit costs per rental cycle.
PushRate Decimal
Description The lowest rate at which the unit should be rented.
StreetRate Decimal
Description The standard rate of the unit. When a customer terminates a rental, regardless of the current rent rate the next customer will rent at this rate, unless modified.
RackRate Decimal
Description The highest rate at which the unit should be rented.
FutureRate Decimal
Description If a rental rate change is scheduled for the unit, this is the price to which it will change.
ProformaRate Decimal
Description A goal rate, or can be used for whatever purpose the site needs.
MinimumRentRate Decimal
Description The minimum rent rate for the unit type.
MaximumRentRate Decimal
Description The maximum rent rate for the unit type.
Status UnitStatusValues
Description The current status of the unit.
Available values:

  • Unknown
  • Available
  • Reserved
  • Rented
  • CompanyUse
  • UnavailableDamaged
  • UnavailablePermanent
  • VirtualLinkedUnits
  • Other
  • UnavailablePending
  • AvailableHold
Width Decimal
Description The width value of othe unit.
Depth Decimal
Description The depth value of the unit.
Height Decimal
Description The height value of the unit.
SquareFeet Decimal
Description The total square feet of the unit.
Volume Decimal
Description The total volume of the unit.
Attribute1 Integer
Description The numeric value for the “Attribute01” custom look up as defined by the site. See eUnitAttr01 for the available values.
Attribute1Value String
Description The textual value for the “Attribute01” custom lookup as defined by the site. See eUnitAttr01 for the available values.
Attribute2 Integer
Description The numeric value for the “Attribute02” custom look up as defined by the site. See eUnitAttr02 for the available values.
Attribute2Value String
Description The textual value for the “Attribute02” custom lookup as defined by the site. See eUnitAttr02 for the available values.
Climate Integer
Description The numeric value for the “Climate” custom look up as defined by the site. See eUnitClimate for the available values.
ClimateValue String
Description The textual value for the “Climate” custom lookup as defined by the site. See eUnitClimate for the available values.
Door Integer
Description The numeric value for the “Door” custom look up as defined by the site. See eUnitDoor for the available values.
DoorValue String
Description The textual value for the “Door” custom lookup as defined by the site. See eUnitDoor for the available values.
Access Integer
Description The numeric value for the “Access” custom look up as defined by the site. See eUnitAccess for the available values.
AccessValue String
Description The textual value for the “Access” custom lookup as defined by the site. See eUnitAccess for the available values.
Features Integer
Description The numeric value for the “Features” custom look up as defined by the site. See eUnitFeatures for the available values.
FeaturesValue String
Description The textual value for the “Features” custom lookup as defined by the site. See eUnitFeatures for the available values.
ReservationDepositAmount Decimal
Description The amount required for the customer to set the unit to a hard reservation, if there is a reservation deposit.
TotalUnits Integer
Description The total number of units that exist with the given attributes.
TotalUnitsInAvailableStatus Integer
Description The number of units available to rent.
TotalUnitsInReservedStatus Integer
Description The number of units that are either are set asside for reservations.
TotalUnitsInRentedStatus Integer
Description The number of units that are currently occupied by renters.
TotalUnitsInCompanyUseStatus Integer
Description The number of units set asside for company use.
TotalUnitsInUnavailableDamagedStatus Integer
Description The number of units unavailable due to damage.
TotalUnitsInUnavailablePermanentStatus Integer
Description The number of units set aside permanently. This is usually used for units that were created in error.
TotalUnitsInOtherStatus Integer
Description The number of unist set aside but not indicating the reason.
TotalUnitsInUnavailablePendingStatus Integer
Description The number of units pending inspection before they are made available to rent.
TotalUnitsInAvailableHoldStatus Integer
Description The number of units that are in the process of being rented.

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 GetSiteUnitDataV2 request object and a GetSiteUnitDataV2 response object. We can define and create those like this:

// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetSiteUnitData_Request request = new SWS.GetSiteUnitData_Request();
SWS.UnitTypeStatus[] response;

Here’s my sample code of the Request object using SiteID, Width and Depth filter options.

 ' GetSiteUnitDataV2 Request
request.SiteID = 123456;
request.Width = 8.5m;
request.Depth = 10m;

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.GetSiteUnitDataV3(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, Search

SWS2 GetDataView Method – sws_rental_prospects_v

March 17, 2015 Leave a comment

Allows you to retrieve a list of quoted, soft-reserved and hard-reserved reservations. This view requires at least one parameter by which to filter.

Returned Columns

Name Data Type
SITE_ID Long
Description The site’s ID number. This can be found using the GetSiteList method.
SITE_NUMBER String
Description The organization assigned site number. This is not the site ID.
ACCT_ID Long
Description The account’s ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
ACCT_NAME 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.
UNIT_ID Long
Description The unit’s ID number. This is maintained through rentals.
UNIT_NUMBER String
Description The unit’s number as assigned by the organization. This is not the UnitID.
RENTAL_ID Long
Description The rental item’s ID number. This is returned when using the MakeReservation method or can be searched for using the SearchBy method.
RESERVATION_DATE DateTime
Description The date the quote/reservation was originally created.
PAID_THRU_DATE DateTime
Description If the unit has been rented, this is the date the customer has paid through.
QUOTE_ID Long
Description The quote/reservation’s ID number.
SITE_CLASS_ID Long
Description The ID of the class to which the unit belongs.
EXPIRATION DateTime
Description The date the quote/reservation will no longer be available.
QUOTE_STATUS Integer
Description The numeric value for the status of the quote/reservation.

  • 1 = Open
  • 2 = Confirmed
  • 3 = Expired
  • 4 = Cancelled
  • 5 = Rented
  • 6 = In-Process
QUOTE_STATUS_VALUE String
Description The textual value for the status of the quote/reservation.
QUOTE_TYPE Integer
Description The type of quote/reservation that was created.

  • 1 = Quote
  • 2 = Soft Reservation
  • 3 = Hard Reservation
QUOTE_TYPE_VALUE String
Description The textual value for the QUOTE_TYPE of the reservation.
ATTRIBUTE01 Integer
Description The numeric value for the “Attribute01” custom look up as defined by the site. See eUnitAttr01 for the available values.
ATTRIBUTE01_VAL String
Description The textual value for the “Attribute01” custom lookup as defined by the site. See eUnitAttr01 for the available values.
ATTRIBUTE02 Integer
Description The numeric value for the “Attribute02” custom look up as defined by the site. See eUnitAttr02 for the available values.
ATTRIBUTE02_VAL String
Description The textual value for the “Attribute02” custom look up as defined by the site. See eUnitAttr02 for the available values.
CLIMATE Integer
Description The textual value for the “Climate” custom lookup as defined by the site. See eUnitClimate for the available values.
CLIMATE_VAL String
Description The numeric value for the “Climate” custom look up as defined by the site. See eUnitClimate for the available values.
WIDTH Integer
Description The width measurement of the unit.
DEPTH Integer
Description The depth measurement of the unit.
SQ_FEET Integer
Description The total square feet of the unit, calculated by multiplying the width and the depth measurements.
FEATURES Integer
Description The numeric value for the “Features” custom look up as defined by the site. See eUnitFeatures for the available values.
FEATURES_VAL String
Description The textual value for the “Features” custom lookup as defined by the site. See eUnitFeatures for the available values.
ACCESS_TYPE Integer
Description The numeric value for the “Access Type” custom lookup as defined by the site. See eUnitAccessType for the available values.
ACCESS_TYPE_VAL String
Description The textual value for the “Access Type” custom lookup as defined by the site. See eUnitAccessType for the available values.
DOOR Integer
Description The numeric value for the “Door” custom look up as defined by the site. See eUnitDoor for the available values.
DOOR_VAL  String
Description The textual value for the “Door” custom look up as defined by the site. See eUnitDoor for the available values.
PRICE Decimal
Description The price quoted in the quote/reservation.
START_RENT_RATE Decimal
Description The applicable starting rent rate of the unit.
PRORATE_AMT Decimal
Description The amount that will be paid, in rent, at the time of the move-in. This is based on today’s date any discounts that were quoted at the time the quote/reservation was created.
LOST_DEMAND_REASON Integer
Description The customizable reason that the customer didn’t complete a rental for a unit. Contact the organization for the list.
INQUIRY_SOURCE Integer
Description The customizable list of ways that a customer heard about the organization/site. Contact the organization for the list.
ADMIN_FEE Decimal
Description A fee assessed to cover the administrative costs of setting up the rental.
TAX Decimal
Description The tax applicable to the unit. This is based on the prorated amount.
DEPOSIT Decimal
Description The security deposit due at the time of rental.
RES_DEPOSIT Decimal
Description The amount required to hold the reservation. This can only be applied to soft and hard reservations.
DISC_AMT Decimal
Description The dollar amount of any applicable discounts that have been quoted.
TOT_AMT Decimal
Description The total amount due at the time of move-in based on the prorated amount, the applicable taxes and any discounts that apply.
QUOTE_START_DATE DateTime
Description The date the quote/reservation was created.
CFLEX01 String
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.
CFLEX02 String
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.
CFLEX03 String
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.
CFLEX04 String
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.
CFLEX05 String
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
Description The means by which the user has access to the store application. Contact the organization for the available options.
MKT_CODE Integer
Description Similar to the inquiry source, this is a custom field to describe how the customer heard about the organization site.
MKT_SOURCE String
Description Similar to the inquiry source, this is a custom field to describe how the customer heard about the organization site.
QUOTE_CREATED DateTime
Description The date the quote/reservation was originally created.
QUOTE_UPDATED DateTime
Description The date the quote/reservation was last updated.
QUOTE_CREATED_BY Long
Description The user’s ID number that created the quote/reservation.
QUOTE_UPDATED_BY Long
Description The user’s ID number that last updated the quote/reservation.

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 GetDataView_Request request object and a ParameterValues object. You will also need to pass in credentials. We can define and create those like this:

// Create a request and response objects
StoreServiceClient client = new StoreServiceClient();
GetDataView_Request request = new GetDataView_Request();
ParameterValues parms = new Store.ParameterValues();

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

//get data view setup
client.ChannelFactory.Credentials.UserName.UserName = "user";
client.ChannelFactory.Credentials.UserName.Password = "pass";
client.ChannelFactory.Credentials.SupportInteractive = true;

parms.FilterType = 3;
parms.ParameterName = "quote_created";
parms.ParameterValue = "01-MAR-2017";

request.OrgID = 123456;
request.SiteID = 123456;
request.ViewName = "sws_rental_prospects_v";
request.Parameters = new ParameterValues[] { parms };

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
    object resp;
    resp = client.GetDataView(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.

Categories: API General, Reports, Search

SWS2 GetDataView Method

January 22, 2015 Leave a comment

This method is designed to allow access to specific database views to retrieve data. This method was created so that when a data set not currently available in reports or other functions is required, the view can be created within the database and accessed without creating additional API methods. This method does not do any logic, it simply retrieves the view based on the parameters specified. Each view will have a unique parameter collection and that information will need to be obtained from Yardi before the view can be accessed.  The parameters collection will need a parameter object that includes filter type (equal, not equal, greater than, etc.), the parameter name which is the field name in the view, and the parameter value which is the value on which to filter. The data is returned as a serialized DataTable.

Parameters

Name DataType Is Required
OrgID Long Required
Description The organization ID number for which you are accessing the data.
SiteID Long Optional*
Description The site’s ID number. This can be found using the GetSiteList method.
*This is required if the view is a site level only view.
ViewName String Required
Description This is a list of currently available views:

FilterType Decimal Required
Description Selects the type of filter to use in the search. Available filter values:

  • 0 – EqualTo
  • 1 – NotEqualTo
  • 2 – GreaterThan
  • 3 – GreaterThanEqualTo
  • 4 – LessThan
  • 5 – LessThanEqualTo
ParameterName String Required
Description Indicates the name of the parameter for which you wish to apply the filter. See the ViewName above for the available parameters.
ParameterValue String Required
Description Indicates the value of the parameter for which you wish to apply the filter.

Returns

Name DataType
GetDataViewResult DataTable
Description A data table that contains all rows meeting the filter parameters.

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 create our objects. We’ll need the standard service object, a GetDataView request object that contains one or more ParameterValues object(s) and a DataTable object for the response. We can define and create those like this:

// Create a request and response objects
Store.GetDataView_Request request = new Store.GetDataView_Request();
Store.ParameterValues params1 = new Store.ParameterValues();
Store.ParameterValues params2 = new Store.ParameterValues();
System.Data.DataTable resp = new System.Data.DataTable();

Now we set up the parameters for our request. Each parameter you are filtering by should have a filter type (listed below), a parameter name which is the name of the field you wish to filter on (click on view names above for the list of available fields) and the value on which to filter.

//Add deposit request object
params1.FilterType = 3;
params1.ParameterName = "end_date";
params1.ParameterValue = DateTime.Today.AddDays(-30).ToString();

params2.FilterType = 5;
params2.ParameterName = "end_date";
params2.ParameterValue = DateTime.Today.ToString();;

request.OrgID = 123456;
request.SiteID = 123456;
request.ViewName = "move_out_list_v";
request.Parameters = new Store.ParameterValues[] { params1, params2};

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

// Call the method that will load the data
try
{
    resp = client.GetDataView(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.

Categories: API General, Reports, Search

SWS2 GetSiteRentalData Method

December 31, 2014 Leave a comment

Retrieves rental data for an account or site. This also returns any soft or hard reservations as they are set up with rental IDs. The data is returned as a DataTable.

Parameters

Name Data Type Is Required
AccountID Long Optional
Description The account’s ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
SiteID Long Required
Description The site’s ID number. This can be found using the GetSiteList method.

Returned Parameters

Name Data Type
CONTACT_ID Long
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.
ACCT_ID Long
Description The account’s ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
RENTAL_ID Long
Description The rental item’s ID number. This is returned when using the MakeReservation method or can be searched for using the SearchBy method.
RSTAT_RAW Integer
Description The numeric rental status of the rental. This indicates if the rental is current or delinquent.
RENTAL_STATUS String
Description The textual rental status of the rental. This indicates if the customer is current or delinquent.
START_DATE DateTime
Description The date the rental was initially created.
END_DATE DateTime
Description If the rental has been terminated, this will be the date of termination. It will be null if it is still rented.
OBJECT_ID Long
Description The unit’s ID number. This is maintained through rentals.
SITE_ID Long
Description The site’s ID number. This can be found using the GetSiteList method.
SITE_NAME String
Description The site’s name as it appears in the Store application.
UNIT_NUMBER String
Description The unit’s number as assigned by the organization. This is not the UnitID.
UNIT_ID Long
Description The unit’s ID number. This is maintained through rentals.
ACCT_NAME 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.
ORG_ID Long
Description The organization’s ID number.
PTD DateTime
Description The paid thru date of the rental.
ADDRESS String
Description The full address of the primary contact. This includes the three possible address lines, city, state/province and ZIP/postal code.
PHONE String
Description The primary contact’s primary phone number.
PHONE_TYPE String
Description The type of phone number applicable to the primary contact’s phone.
DUE_DATE DateTime
Description The date that the next payment is due for the rental. This will be a past date if they are delinquent.
AMOUNT_DUE Decimal
Description The current amount due for the rental.
UNIT_NUM_SORT String
Description The value used to sort the units in the item finder within the application.
GATE_CODE String
Description The code the customer uses to access the gate system. If the site doesn’t have gates this will be null.
EMAIL String
Description The email address for the primary contact. This is used as the username if the site supports eStore/eCommerce.
ADDR_1 String
Description The first line of the contact’s address.
ADDR_2 String
Description The second line of the contact’s address.
CITY String
Description The address of the contact’s address.
STATE String
Description The state for the primary contact’s address.
POSTAL_CODE String
Description The ZIP/Postal code for the primary contact’s address.
FIRST_NAME String
Description The primary contact’s first name.
LAST_NAME String
Description The primary contact’s last name.
HOME_PHONE String
Description The primary contact’s home phone number. This is indicated when the phone record is created.
WORK_PHONE String
Description The primary contact’s work phone number. This is indicated when the phone record is created.
CELL_PHONE String
Description The primary contact’s cell phone number. This is indicated when the phone record is created.

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 GetSiteRentalData_Request request object. You will also need to pass in credentials. We can define and create those like this:

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

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

//Cancel reservation setup
client.ChannelFactory.Credentials.UserName.UserName = "user";
client.ChannelFactory.Credentials.UserName.Password = "pass";
client.ChannelFactory.Credentials.SupportInteractive = true;

request.SiteID = 123456;
request.AccountID = 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
    object resp;
    resp = client.GetSiteRentalData(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.

Categories: API General, Contacts, Search