Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This data entry wizard helps a rental clerk assign an available vehicle to a customer and ensures that all of the appropriate information is provided during check-out. When completed, the wizard creates a new Rental Agreements record with all check-in related fields filled in. Info:

Info

The SampleCheckOutWizard project is configured to use Delayed Signing for illustration purposes. If you recompile the Check Out wizard's assembly for testing purposes, you need to sign the assembly with the sample application's private key or turn off verification for that assembly. See "Strong Name Verification in the Sample Application" in the Developer Guide for details.


The following is an overview of the design for this wizard:

  1. A customer enters the Motor Loaner facility and requests a vehicle rental.
  2. The rental clerk launches the Check-Out wizard (either by clicking the button on the Rental Clerk dashboard or clicking the Check-Out wizard icon in the toolbar for a Rental Agreements view).
  3. In Step 1 of the wizard, the rental clerk enters the Customer (or creates a new record if the customer does not already exist in the database). The current user's linked Associates record populates the Check-Out Clerk field automatically.
  4. An administrator creates an Entity Relations record to link a Users record to an Associates record. This is the same process as linking a user to an Employees record for use in Aptify Business Applications. See

...

  1. Administering Users and

...

  1. Groups for more information.

     Check-Out Step 1Image Added
  2. In Step 2, the rental clerk selects an available vehicle for the customer. The grid displays all vehicles currently available for rent, but based on feedback from the customer, the rental clerk can specify one or more options and click the Check Availability button to limit the results. Check-Out Step 2 Image Removed

     Check-Out Step 2Image Added
  3. In Step 3, the wizard displays information about the selected vehicle that the rental clerk can share with the customer.
  4. In Step 4, the rental clerk selects one or more rental options to add to the rental agreement (these selections are added as RentalAgreementOptions sub-type records to the Rental Agreements record).
  5. In Step 5, the rental clerk specifies the starting condition for the vehicle and enters an expected return date. Check-Out Step 5 Image Removed

     Check-Out Step 5Image Added
  6. When ready, the rental clerk clicks Finish to complete the check-out process and create a Rental Agreements record.
  7. The clerk clicks OK when prompted that the record has been created. This closes the wizard.

The figure below illustrates a Rental Agreements record generated by the Check-Out wizard. Note that this record is now in the Check In phase. See the discussion on the Rental Agreement's layout control in "Designing a Layout Control" on page 380 for  for more information on this form.
AnchorRTF38373036363a204361707469
RTF38373036363a204361707469Generated Rental Agreement
Image RemovedGenerated Rental AgreementImage Added