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SWS GetTotalDue Method
Retrieves the total amount due for specified rental items for an account and can expand the amount to cover future cycles. This will always include at least 1 rental period assessment. This will include all fees and services applicable to the requested time period.
Parameters
Name | DataType | 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. | |
Cycles | Integer | Optional |
Description | The number of rental periods for which to calculate the total. If no cycle is passed in, it is assumed only one cycle should be used. If a single integer is passed in, it is assumed that all account rentals will be included for the number of cycles indicated. If an array of integers is passed in, it is assumed they match one to one with the array of rental ID’s passed in. If the arrays are of different sizes, an error will occur. The number of cycles starts from the PTD for each rental. You are limited to the number of cycles you can retrieve based on the “Allowed Number of Days Paid Ahead” rule for the site. The rule information can be retrieved using the GetSiteRules and GetSiteRulesValue methods. | |
IsRetail | Boolean | Required |
Description | Indicates that the total retrieved should be for retail assessment only (“True”) or if it should be for the rental assessments only (“False”). | |
IsRetailAndRental | Boolean | Required |
Description | Indicates that the total retrieved should be for both the retail and the rental assessments on the account (“True”) or only for the rental assessments (“False”). | |
MoveOutDate | DateTime | Ignored |
Description | (Deprecated) The date the customer has indicated they will be moving out. | |
RentalID | Long | Optional |
Description | The rental item’s ID number. Use an array to choose which rentals will be included in the response. If no rental ID is indicated it will default to all rentals on the account. All rentals must belong to the account. This is returned when using the MakeReservation method or can be searched for using the SearchBy method. | |
SiteID | Long | Required |
Description | The site’s ID number. This can be found using the GetSiteList method. |
Returned Parameters
Name | DataType |
---|---|
Details | Decimal |
Description | The total amount due for the applied assessments. |
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 GetTotalDue request object and a GetTotalDue response object. We can define and create those like this:
// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetTotalDue_Request request = new SWS.GetTotalDue_Request();
SWS.GetTotalDue_Response response;
Here’s my sample code of the Request object using a single rental from the account and requesting the oldest cycle’s total due.
// GetTotalDue Request
request.SiteID = 123456;
request.AcctID = 123456;
request.RentalID = new long[] { 123456 };
request.Cycles = new int[] { 1 };
request.IsRetail = false;
request.IsRetailAndRental = false;
Finally we can call the method and pass across the login object and the request object to get our total due. 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.GetTotalDue(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 GetPartialPayRules Method
Retrieves site rule values that determine if and how partial payments are applied.
Parameters
Name | DataType | Is Required |
---|---|---|
SiteID | Long | Required |
Description | The site’s ID number. This can be found using the GetSiteList method. |
Returned Parameters
Name | DataType |
---|---|
AllowsPartialPay | String |
Description | Indicates if the site allows partial payments (“True”) or not (“False”). |
AllowsPartialRentPay | String |
Description | Indicates if the site allows partial payment son delinquent rentals (“True”) or not (“False”). |
PriorityList | ArrayOfString1 |
Description | The order, highest to lowest priority, in which any payment will apply to assessments. |
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 GetPartialPayRules request object and a GetPartialPayRules response object. We can define and create those like this:
// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetPartialPayRules_Request request = new SWS.GetPartialPayRules_Request();
SWS.GetPartialPayRules_Response response;
Here’s my sample code of the Request object.
// GetPartialPayRules Request
request.SiteID = 123456;
Finally we can call the method and pass across the login object and the request object to get our partial pay rules. 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.GetPartialPayRules(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 GetRentalLedger Method
Retrieves a collection of transaction history for a specified account, rental or transaction, for a given time-frame.
Parameters
Name | DataType | Is Required |
---|---|---|
AccountID | Long | Required |
Description | The account’s ID for which you wish to retrieve the data. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method. | |
EndDate | DateTime | Optional |
Description | The end date of the date range for which you wish to retrieve the data. This will default to today if left undefined. | |
RentalID | Long | Optional |
Description | The rental item’s ID number. This will allow you to specify which rental if the account has more than one rental. This is returned when using the MakeReservation method or can be searched for using the SearchBy method. | |
StartDate | DateTime | Optional |
Description | The start date of the date range for which you wish to retrieve the data. This will default to today if left undefined. | |
TransactionID | Long | Optional |
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. |
Returned Parameters
Name | DataType |
---|---|
ACCT_ID | Long |
Description | The account’s ID number. |
ADDR_ID | String |
Description | The rental contact’s address ID number. |
ASS_DATE | DateTime |
Description | The date and time the assessment was applied to the account. |
ASS_ID | Decimal |
Description | The assessment’s ID number. |
CHILD_RENTAL_ID | String |
Description | The rental ID for the service or insurance assessment that belongs to this rental. |
CLASS_REF | Decimal |
Description | The GL account’s class reference number. |
CONTACT_ID | String |
Description | The rental contact’s ID number. |
CREATED | DateTime |
Description | The date the ledger item was created. |
CREATED_BY | Long |
Description | The user’s ID number that created the ledger item. |
CREATED_NAME | String |
Description | The name of the person who created the ledger item. This is the textual value of the CREATED_BY data. |
DESCRIP | String |
Description | A description of the ledger item. |
EXTENDED | Decimal |
Description | The total amount of the assessment after quantities have been applied. |
GL | Decimal |
Description | The GL account’s reference number. |
GL_DESC | String |
Description | The GL account’s name. |
GL_MAP | String |
Description | The GL account’s reference number. |
ITEM_PRICE | Decimal |
Description | The amount to be charged for the assessment. |
LASTFOUR | String |
Description | The last four digits of the credit card number if the transaction was a credit card payment. |
OBJ_NAME | String |
Description | The name of the item assessed to the account. |
PARENT_ASS_ID | Decimal |
Description | The rental ID for the rental that owns this assessment. |
PAY_AMT | Decimal |
Description | The portion of the payment that was applied to the specific rental’s ledger. |
PAY_REF | String |
Description | The payment type payment type, if transaction is a payment. |
QTY | Decimal |
Description | The total number of items that were assessed. |
REF_TYPE | Integer |
Description | The numeric value for the assessment type. |
RENTAL_ID | Decimal |
Description | The rental item’s ID number. |
SITE_ID | Long |
Description | The site’s ID number. |
STATUS | Integer |
Description | The numeric value of the transaction’s status. |
STATUS_VAL | String |
Description | The alpha-numeric description of the transaction’s status. |
TAX | Decimal |
Description | The required tax amount, if the ledger item is not tax exempt. |
TNX_DATE | DateTime |
Description | The date the transaction occurred. |
TNX_DETAIL_ID | Decimal |
Description | The ID number for the transaction’s detail row. |
TNX_ID | Decimal |
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. |
TRAN_TYPE_VALUE | Decimal |
Description | The numeric value of the transaction type. |
TRANSACTION_TYPE | String |
Description | The textual value of the transaction type. |
VOIDSTAT | String |
Description | Indicates if the assessment can still be voided. This is only applicable to fees, insurance and services. Taxes will show as “Pending” (eligible for voiding) but are not voidable. A tax exempt number must be applied to the rental. |
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 GetRentalLedger request object and a GetRentalLedger response object. We can define and create those like this:
// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetRentalLedger_Request request = new SWS.GetRentalLedger_Request();
SWS.GetRentalLedger_Response response;
Here’s my sample code of the Request object.
// GetRentalLedger Request
request.AccountID = 123546;
request.RentalID = 123456;
request.StartDate = DateTime.Today.AddDays(-30);
request.EndDate = DateTime.Now;
Finally we can call the method and pass across the login object and the request object to get our rental ledger 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.GetRentalLedger(user_request, ref 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 GetCashCredits Method
Retrieves the available cash credit/escrow for a selected AccountID or RentalID number.
Parameters
Name | DataType | Is Required |
---|---|---|
AccountID | Long | Optional* |
Description | The accounts ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method. * Either AccountID or RentalID is required. |
|
RentalID | Long | Optional* |
Description | The rental item’s ID number. This is returned when using the MakeReservation method or can be searched for using the SearchBy method. * Either AccountID or RentalID is required. |
|
SiteID | Long | Required |
Description | The site’s ID number. This can be found using the GetSiteList method. |
Returned Parameters
Name | DataType |
---|---|
ACCT_ID | Long |
Description | The account’s ID number. |
AMT | Decimal |
Description | The original amount of the cash credit/escrow. |
BALANCE | Decimal |
Description | The remaining amount of the cash credit/escrow if any portion of it has been used. |
CREATED | DateTime |
Description | The date and time the credit was created. |
CREDIT_TYPE | Integer |
Description | The numeric value for the credit type. |
CREDIT_TYPE_VALUE | String |
Description | The textual description of the CREDIT_TYPE value. |
ESCROW_ID | Long |
Description | The cash credit/escrow item’s ID number. |
REF_ID | Long |
Description | The cash credit/escrow’s reference ID number. |
REF_TYPE | Integer |
Description | The numeric value for the assessment type. |
REF_TYPE_VAL | String |
Description | The assessment type’s textual value. |
SITE_ID | Long |
Description | The site’s ID number. |
TNX_ID | 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. |
VERSION | Integer |
Description | The unit’s version number which serves to prevent duplicate use of the unit. |
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 GetCashCredits request object and a CASH_CREDITS object. We can define and create those like this:
// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetCashCredits_Request request = new SWS.GetCashCredits_Request();
SWS.CASH_CREDITS[] response;
Here’s my sample code of the Request object using the account ID.
// GetCashCredits Request
request.SiteID = 123456;
request.AccountID = 123456;
Finally we can call the method and pass across the login object and the request object to get our cash credit/escrow. 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.GetCashCredits(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.