# L/G facilities

An L/G facility is a configured bank facility value used alongside letter-of-guarantee
(L/G) work. Use this Finance reference screen to review the values held for banks and to
maintain an existing facility value.

| Task | Go to |
|---|---|
| Reach the facilities list | [Find the L/G facilities list](#find-the-lg-facilities-list) |
| Read the fields and list values | [Understand the facilities screen](#understand-the-facilities-screen) |
| Change an existing facility | [Maintain an existing facility value](#maintain-an-existing-facility-value) |
| Resolve a blocked or unavailable action | [Handle unavailable actions and messages](#handle-unavailable-actions-and-messages) |
| Follow an L/G after configuration | [Continue from L/G facilities](#continue-from-lg-facilities) |
| Follow an L/G through its business stages | [L/G lifecycle](doc:l-g-lifecycle) |
| Create an L/G | [Create an L/G](doc:create-l-g) |
| Review L/G finance work | [L/G finance view](doc:l-g-finance-view) |

## Before you start

An L/G facility list is available to signed-in users who have access to the Finance
configuration area. The list and its actions can change with subscription access and
your permissions. Your company's setup determines the headers and available actions.

**Prerequisites**

- Sign in to PAMS.
- Have access to the Finance configuration area.
- Have an existing facility row when you need to edit or delete a value.
- Have permission to edit the row before you select the edit action.
- Have permission to delete the row before you open its delete menu.
- Use a saved row when you need the edit form or log history.

The list appears when subscription access is available. The edit form opens for a selected
item, and log history appears while an existing item is being edited.

## Find the L/G facilities list

The L/G facilities list is the Finance reference list for the facility values associated
with banks. Open it from the Finance configuration area, then use the visible finance
labels to recognise the correct list.

**Prerequisites**

- Complete the prerequisites in [Before you start](#before-you-start).

**Steps**

1. Open the Finance configuration area.
2. Select **LGs Facilities**.
3. Confirm that **LGs Facilities** is the selected finance entry.
4. Confirm that the list shows **Banks**, **Bank Accounts**, **LGs Facilities**, and
   **Invoice Settings** as the visible finance reference entries.

![Use the six list headers to recognise the L/G facilities list.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/71fe3cca9480c1f1e6bba06bdc67b127.png)

**Result:** The L/G facilities list is open, with its six visible headers and finance reference
entries on screen.

## Understand the facilities screen

The list identifies each bank by short name and records a facility amount plus percentage
measures for bid bond, down payment, performance, and warranty.

| Field | List | Form | Required |
|---|---|---|---|
| **Bank short name** | Visible | Not present | Required in the configuration |
| **Full name** | Hidden | Not present | Required in the configuration |
| **Applying date** | Hidden | Visible | Required |

The list showed 10 rows.

> **Note:** Facility amounts use a currency picker and accept non-negative numbers formatted as
> `#,##0.00`. Percentage measures accept values from 0 to 100 and display a percent suffix.

Currency choices belong to the Banks page's currency collection. The selected currency also
determines the symbol shown with the facility amount; there is no separate symbol choice on
this form.

The screen also shows icon buttons titled **Refresh** and **Settings**. The **New** action is
not part of this facilities list. The bank name fields shown in the list are not editable on
this form.

![Compare the six visible headers and the **Refresh** and **Settings** buttons.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/338ce3aa43812a5940cba6c5de2e53dd.png)

## Maintain an existing facility value

To change a facility value already present in the list, open its edit form. The form is
available for a selected item when the edit action is allowed.

**Prerequisites**

- Open the L/G facilities list.
- Have an existing facility row.
- Have edit permission for the row.

**Steps**

1. Select the row control that opens the edit form.
2. In the form, enter the applicable amount in **LG facility**.
3. Enter the applicable value in **Bid bond (%)**.
4. Enter the applicable value in **Down payment (%)**.
5. Enter the applicable value in **Performance (%)**.
6. Enter the applicable value in **Warranty (%)**.
7. Select the applicable date in **Applying date**.
8. Select **Save**.

The form checks the entered values before saving. The edit form can also show log history for
an existing item.

To leave without saving, select **Cancel** in the applicable popup.

**Result:** The facility form closes after a successful save and the list remains available
for review.

### Delete an existing facility

To delete an existing facility, use the row's delete menu.

**Prerequisites**

- Open the L/G facilities list.
- Have permission to delete the row.

**Steps**

1. Open the row's delete menu.
2. Review `Are you sure you want to delete this item?`.
3. Select **Delete**.

**Result:** The deletion action is complete and the list remains available for review.

## Handle unavailable actions and messages

Use the branch that matches what you see before repeating an action.

| What you see | What it means | What to do |
|---|---|---|
| The list is not shown | Subscription access is unavailable | Check access to the Finance configuration area. |
| The create action is not shown | New entries are hidden for this configuration | Open an existing row or use the Banks page for the owning bank configuration. |
| No edit control appears | Editing is not allowed for your current access | Ask for edit permission for the configuration. |
| No delete menu appears | Deletion is not allowed for your current access | Ask for delete permission for the configuration. |
| A required field blocks saving | A configured required field is empty | Complete the required field and select **Save** again. |
| `<column caption> is required` | The named field is required | Enter a value in the named field, then select **Save**. |
| `Forbidden characters detected. Please remove them and try again.` | The submitted value contains forbidden characters | Remove the forbidden characters and select **Save** again. |
| `Are you sure you want to delete this item?` | The system asks you to confirm removing the row | Select **Delete** to continue. Select **Cancel** to leave the row unchanged. |
| `Data Deleted Successfully` | The row was deleted | Return to the list and review the remaining rows. |
| `Must have at least one item` | The list contains only one item | Keep the remaining item. |
| `Related to Saved data, Can't be deleted` | Saved data is related to the row | Keep the row and resolve the related saved data before retrying. |
| `Failed to Delete` | The delete request failed | Keep the row and retry after checking access. |
| `Data updated Successfully` | The existing row was updated | Review the values in the list. |
| `Data Importing completed` | This message belongs to the shared import flow rather than this list. | Continue with the list that started the import. |
| `Exporting List:` | The export choices are open | Select **Export to Excel** or **Export to PDF**. |

### Out of scope

| Message | Owning page | Reason |
|---|---|---|
| `Data saved Successfully` | Banks | This new-record message belongs to the Banks maintenance flow; **New** is hidden on this page. |

### Export the list

To export the list, open the export options.

**Prerequisites**

- Open the L/G facilities list.

**Steps**

1. Select **Export** to open the export choices.
2. Choose one export format.

   | Export format | Select |
   |---|---|
   | Create an Excel file | **Export to Excel** |
   | Create a PDF file | **Export to PDF** |

3. Select **Export**.

**Result:** The selected export action is submitted.

## Continue from L/G facilities

Facility values support L/G work. When you need to work with an L/G record, follow the
business path that matches your next task.

| Next task | Continue with |
|---|---|
| Follow an L/G through its stages | [L/G lifecycle](doc:l-g-lifecycle) |
| Enter a new L/G | [Create an L/G](doc:create-l-g) |
| Review L/G finance records | [L/G finance view](doc:l-g-finance-view) |
| Maintain banks | [Banks](doc:configuration-finance-banks) |
| Maintain bank accounts | [Bank accounts](doc:configuration-finance-banks-accounts) |
| Maintain invoice settings | [Invoice settings](doc:configuration-finance-billing-settings) |
| Maintain guarantee types | [Guarantee types](doc:configuration-sales-requested-guarantee) |

**Result:** You have the facility values in view and a documented path to the next L/G or
Finance configuration task.