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Configuration

Introducer

Get your Office ID(s)

Depending on your set up in SieSmart you may have 1 or more offices. 'Offices' don't just refer to physical locations, they may be used to assign different configurations for different industries, for example.

[
  {
    "id": 1,
    "name": "ACME Industries - Commercial Brokers",
    "postalAddress": {
      ...
    }
  },
  {
    "id": 2,
    "name": "ACME Industries - Machine Tools",
    "postalAddress": {
      ...
    }
  }
]

Get your Sales contact IDs

When creating a proposal, you have to set the sales person who is creating the deal*. Omitting this will set the sales person to the generic API User.

Sales people could vary across offices (if you have more than 1 office), so a required parameter is the office ID.

* Mandatory in all countries except GB

[
  {
    "id": 23076571,
    "firstName": "API",
    "lastName": "TechUser",
    "title": {
      "id": 45,
      "name": "Ms"
    },
    "email": "api-user@siemens.com",
    "phone": null,
    "cellPhone": "",
    "fax": null,
    "role": {
      "alias": "ROC_SAM",
      "name": "Sales Manager"
    },
    "blocked": false,
    "blockedReason": null,
    "loginPresent": true,
    "officeIds": [1234]
  }
]

Assets

To create a proposal for most financial products, at least 1 asset is necessary. These are added to the proposal using their unique IAC code. The list of IAC codes that are available to you are dependent on the office, as different offices may deal with different sectors

[
  {
    "iacCode": "ITE2201",
    "name": "Desktop standalone PC"
  },
  {
    "iacCode": "ITE",
    "name": "Computer Equipment"
  }
]

Calculation

To create a calculation (and a proposal), there are several configurations that you will need to use. In general, these are the available market products, pricelists, payment methods, terms etc.

These configurations can vary across offices, so it is important you check the config endpoint to make sure you can successfully create a calculation.

{
  "config": {
    "officeId": 0,
    "office": {
      ...
    },
    "marketProducts": [
      ...
    ],
    "pricelists": [
      {
        "id": 0,
        "name": "string"
      }
    ],
    "paymentPeriods": [
      "MONTHLY",
      "BIMONTHLY",
      "QUARTER",
      "TRIANNUALLY",
      "HALFANNUALLY",
      "ANNUALLY",
      null
    ],
    "paymentMethods": [
      {
        "id": 0,
        "name": "string"
      }
    ],
    "currency": {
      "currencyCode": "string",
      "format": "string",
      "fractionDigits": 0
    },
    "interestRateConfig": {
      "min": 0,
      "max": 0,
      "fractionDigits": 0
    },
    "tariffConfig": {
      "fractionDigits": 0,
      "fractionDigitsNordics": 0
    },
    "assetValueConfig": {
      "min": 0,
      "max": 0
    },
    "residualValueConfig": {
      "percentageMin": 0,
      "percentageMax": 0,
      "readonly": true
    },
    "termConfig": {
      "min": 0,
      "max": 0
    },
    "postponedStartAffectedParties": [
      {
        "id": 0,
        "name": "string"
      }
    ],
    "commissionTypes": [
      {
        "id": 0,
        "name": "string",
        "readonly": true,
        "editable": true
      }
    ],
    "feeTypes": [
      {
        "id": 0,
        "name": "string",
        "readonly": true,
        "editable": true,
        "code": "string"
      }
    ],
    "specialPaymentTypes": [
      {
        "id": 0,
        "name": "string",
        "readonly": true,
        "editable": true,
        "downPaymentType": true,
        "code": "string"
      }
    ],
    "allowedOperations": [
      "CALC_RENTAL"
    ],
    "autoCalculateVat": true
  },
  "calculationSheet": {
    ...
  }
}
Name Type Description
officeId Integer The office that this configuration is valid for
office object Details about the office
marketProducts object array see Market products
priceLists object array see Price lists
paymentPeriods object array see Payment periods

Market products

We offer different market products for financing, for example Leasing (fixed and minimum term), hire purchase. This array will show what products you are able to use.

{
  "marketProducts": [
    {
      "id": 0,
      "name": "string",
      "loanOrHirePurchaseInNordics": true,
      "hpAnnuityOrStraightAmortization": true,
      "hirePurchaseInNordics": true
    }
  ]
}
Name Type Description
id Integer Unique ID of the product. Necessary for proposal creation
name string Name of the product (eg. HP)
loanOrHirePurchaseInNordics boolean TODO
hpAnnuityOrStraightAmortization boolean TODO
hirePurchaseInNordics boolean TODO

Price lists

Typically there is 1 price list for an office, but there could be more than 1, for instance for different market products. The price list affects the calculation

Payment periods

The available payment periods

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