module AvaTax class Client module CertExpressInvites # Create a CertExpress invitation # # Creates an invitation for a customer to self-report certificates using the CertExpress website. # # This invitation is delivered by your choice of method, or you can present a hyperlink to the user # directly in your connector. Your customer will be redirected to https://app.certexpress.com/ where # they can follow a step-by-step guide to enter information about their exemption certificates. The # certificates entered will be recorded and automatically linked to their customer record. # # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time. # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into # your company so that they can be used for tax exemptions. # # Before you can use any exemption certificates endpoints, you must set up your company for exemption certificate data storage. # Companies that do not have this storage system set up will see `CertCaptureNotConfiguredError` when they call exemption # certificate related APIs. To check if this is set up for a company, call `GetCertificateSetup`. To request setup of exemption # certificate storage for this company, call `RequestCertificateSetup`. # # ### Security Policies # # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin. # * This API depends on the following active services:*Required* (all): AvaTaxPro. # Swagger Name: AvaTaxClient # @param companyId [Integer] The unique ID number of the company that will record certificates # @param customerCode [String] The number of the customer where the request is sent to # @param model [CreateCertExpressInvitationModel[]] the requests to send out to customers # @return [CertExpressInvitationStatusModel[]] def create_cert_express_invitation(companyId, customerCode, model) path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certexpressinvites" post(path, model, {}, "21.12.0") end # Retrieve a single CertExpress invitation # # Retrieve an existing CertExpress invitation sent to a customer. # # A CertExpression invitation allows a customer to follow a helpful step-by-step guide to provide information # about their certificates. This step by step guide allows the customer to complete and upload the full # certificate in a convenient, friendly web browser experience. When the customer completes their certificates, # they will automatically be recorded to your company and linked to the customer record. # # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time. # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into # your company so that they can be used for tax exemptions. # # Before you can use any exemption certificates endpoints, you must set up your company for exemption certificate data storage. # Companies that do not have this storage system set up will see `CertCaptureNotConfiguredError` when they call exemption # certificate related APIs. To check if this is set up for a company, call `GetCertificateSetup`. To request setup of exemption # certificate storage for this company, call `RequestCertificateSetup`. # # ### Security Policies # # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser. # * This API depends on the following active services:*Required* (all): AvaTaxPro. # Swagger Name: AvaTaxClient # @param companyId [Integer] The unique ID number of the company that issued this invitation # @param customerCode [String] The number of the customer where the request is sent to # @param id [Integer] The unique ID number of this CertExpress invitation # @param include [String] OPTIONAL: A comma separated list of special fetch options. No options are defined at this time. # @return [Object] def get_cert_express_invitation(companyId, customerCode, id, options={}) path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certexpressinvites/#{id}" get(path, options, "21.12.0") end # List CertExpress invitations # # Retrieve CertExpress invitations sent by this company. # # A CertExpression invitation allows a customer to follow a helpful step-by-step guide to provide information # about their certificates. This step by step guide allows the customer to complete and upload the full # certificate in a convenient, friendly web browser experience. When the customer completes their certificates, # they will automatically be recorded to your company and linked to the customer record. # # The [CertExpress website](https://app.certexpress.com/home) is available for customers to use at any time. # Using CertExpress with this API will ensure that your certificates are automatically linked correctly into # your company so that they can be used for tax exemptions. # # Before you can use any exemption certificates endpoints, you must set up your company for exemption certificate data storage. # Companies that do not have this storage system set up will see `CertCaptureNotConfiguredError` when they call exemption # certificate related APIs. To check if this is set up for a company, call `GetCertificateSetup`. To request setup of exemption # certificate storage for this company, call `RequestCertificateSetup`. # # ### Security Policies # # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser. # * This API depends on the following active services:*Required* (all): AvaTaxPro. # Swagger Name: AvaTaxClient # @param companyId [Integer] The unique ID number of the company that issued this invitation # @param include [String] OPTIONAL: A comma separated list of special fetch options. No options are defined at this time. # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
*Not filterable:* companyId, customer, coverLetter, exposureZones, exemptReasons, requestLink # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records. # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets. # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`. # @return [FetchResult] def list_cert_express_invitations(companyId, options={}) path = "/api/v2/companies/#{companyId}/certexpressinvites" get(path, options, "21.12.0") end end end end