# Guarantee types

## Guarantee types at a glance

Guarantee types are the reusable names maintained in the **Guarantee Types** reference list.
The list is part of the sales configuration area and shows saved guarantee-type names under the
**Name** column.

Use this page when you need to review or maintain one of those names. From the configuration area,
select **Guarantee Types**.

| If you need to… | Go to… |
|---|---|
| Find a saved guarantee type | [Find a guarantee type](#find-a-guarantee-type) |
| Understand the list and its form | [Understand the list and form](#understand-the-list-and-form) |
| Create, edit, or delete a type | [Create, edit, and delete a guarantee type](#create-edit-and-delete-a-guarantee-type) |
| Use list settings | [Handle permissions and list settings](#handle-permissions-and-list-settings) |
| Open a related sales reference list | [Continue with related configuration](#continue-with-related-configuration) |

The screen also sits beside related configuration lists, including [Inquiry types](doc:configuration-sales-inquiry-types),
[Delivery terms](doc:configuration-sales-delivery-terms), and [Payment methods](doc:configuration-sales-payments-methods).

## Before you start

Before maintaining a guarantee type, make sure you have access to the requested-guarantee
configuration area and the **Name** value you want to review or enter. The **Name** field is required
in the form.

Your access determines which actions appear.

| Your access allows you to… | Available control |
|---|---|
| Create a type | **New** |
| Edit a type | The row edit action |
| Delete a type | The row delete action |
| Export the list | **Export** |
| Import list data | **Import** |

With access and the required **Name** value ready, find the list before reviewing or maintaining a
type.

## Find a guarantee type

A guarantee type appears as a row in the list, with its name in the **Name** column.

Prerequisites

- You know the name you want to review, or you are ready to create a new name.

Steps

1. Select **Guarantee Types** in the configuration area.
2. Read the **Name** column to locate the saved guarantee type.
3. Select **Refresh** to reload the list when you need the latest list contents.
4. Select **New** when you need to add a guarantee type.

The screen initially displays **New**, **Refresh**, and **Settings**.

The refresh hint uses `Updated around a minute ago` when the last update was around one minute
earlier. At other intervals the exact message is `Updated ` + minutes + ` minutes ago`.

**Result:** The guarantee type is visible in the **Name** list, or the screen is ready for you to
start a new entry.

![The Guarantee Types list with the Name column and its header actions](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/10cfd8d6087c239e8be249801581967d.png)

## Understand the list and form

The list shows the **Name** column. Select a list row to review its value.

| Area | What you use it for |
|---|---|
| **Name** column | Read the saved guarantee type name |
| **Guarantee** form field | Enter or change the name |
| **Save** | Save the form through the shared popup |

The form appears after you open a type or select **New**. The **Name** form item carries the
required marker.

The form uses **Guarantee** for the type name.

After reviewing the form details, choose the appropriate maintenance procedure.

![The visible Name list and row layout](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/335b82ddeb6d0a4a2317463650dfea28.png)

## Create, edit, and delete a guarantee type

Use **Name** when you create or edit a type.

### Create a guarantee type

Prerequisites

- You have the permission that makes **New** available.
- You have the name to enter.

Steps

1. Select **New**.
2. Enter the type name in **Guarantee**.
3. Select **Save**.

After you select **New**, the form opens for a new guarantee type.

After a successful save, the application displays `Data saved Successfully`.

**Result:** The new guarantee type is added to the list.

### Edit a guarantee type

Prerequisites

- You have access to edit guarantee types.
- The guarantee type appears in the **Name** list.

Steps

1. Select the guarantee type row in the **Name** column.
2. Enter the new value in **Guarantee**.
3. Select **Save**.

The selected row opens in the form with its current name.

After a successful save, the application displays `Data saved Successfully`.

**Result:** The updated value appears in the **Name** list.

### Delete a guarantee type

Prerequisites

- You have access to delete guarantee types.
- The type appears in the **Name** list.

Steps

1. Select the icon-only delete action for the selected **Name** row.
2. Read `Are you sure you want to delete this item?`.
3. Choose the outcome that matches your task:

   | If you need to… | Select… |
   |---|---|
   | Remove the type | **Delete** |
   | Keep the type | **Cancel** |

After selecting **Delete**, the application displays `Data Deleted Successfully`. After selecting
**Cancel**, the delete menu closes.

**Result:** The type is removed from the **Name** list after **Delete**, or the list remains
unchanged after **Cancel**.

![The guarantee-type form field](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9de42a29a3c5254db9af7a8d5650105b.png)

After maintenance, use **Settings** when you need a list tool.

## Handle permissions and list settings

The header tools change what you can do with the list. **Settings** opens the list tools. The edit
and delete options appear when your access allows those actions.

Prerequisites

- You are on the Guarantee Types list.

Steps

1. Select **Settings**.
2. Choose the tool that matches your task:

   | If you need to… | Select… |
   |---|---|
   | Show or hide the filter row | **Filter Row** |
   | Export the list | **Export** |
   | Import list data | **Import** |
   | Work with the list layout | **Table Layout** |

**Result:** The list tool you selected is available for use, subject to your permissions.

If an action produces a message, match it in the troubleshooting table that follows.

## When an action does not work

Use the message text to identify the point at which the action stopped.

| What you see | What it means | What to do |
|---|---|---|
| `Are you sure you want to delete this item?` | A confirmation asks whether you want to delete the selected item. | Check the row, then select **Delete** or **Cancel**. |
| `Data saved Successfully` | The save path completed. | Return to the **Name** list and read the saved value. |
| `Data Deleted Successfully` | The delete path completed. | Confirm that the row no longer appears. |
| `Updated around a minute ago` | The refresh hint reports an update around one minute earlier. | Continue reviewing the list. |
| `Updated ` followed by minutes and ` minutes ago` | The refresh hint reports the elapsed minutes. | Continue reviewing the list. |
| `Export to Excel` or `Export to PDF` | An export format is selected. | Continue with the selected format. |

**Result:** You can match the message or screen state to the next action without treating a
confirmation prompt as a completed change.

When the list work is complete, continue with related configuration.

## Continue with related configuration

The Guarantee Types screen is one list in the configuration area. The surrounding navigation
contains these related reference lists:

| Related configuration list |
|---|
| **Lost Reasons** |
| **Regret Reasons** |
| **Cancellation Reasons** |
| **Order Cancellation Reasons** |
| **Units** |
| **Delivery Terms** |
| **Payment Methods** |
| **Guarantee Types** |
| **Account Types** |
| **Offer Status** |
| **Order Status** |
| **Inquiry Status** |
| **Activity Purpose** |
| **Order Activation Conditions** |
| **Additional Costs** |
| **Mark Up Items** |

Continue with the page that matches the reference value you need to maintain:

- [Reference-list data](doc:reference-list-data) for the broader reference-data area.
- [Inquiry types](doc:configuration-sales-inquiry-types) for inquiry-type values.
- [Delivery terms](doc:configuration-sales-delivery-terms) for delivery-term values.
- [Payment methods](doc:configuration-sales-payments-methods) for payment-method values.
- [Finance letters of guarantees facilities](doc:configuration-finance-letters-of-guarantees-facilities) for the separate finance-side guarantee configuration.