Contacts, L/Gs, and Last Modifications on a sales job

Contacts, L/Gs, and Last Modifications on a sales job

A saved sales job is the record that carries the workflow stages and its related contacts, L/Gs, and recorded changes. Contacts is where you associate a contact with this saved sales job and maintain the contact information shown with that association. A job-related L/G is the guarantee record that you review or move through its available request, approval, active, return, cancellation, extension, deduction, or increase actions. Last Modifications is the sales-job history area for reviewing recorded changes and opening an individual Registration entry.

Before you start

Prerequisites

• Have a saved sales job. The Contacts, LGs, and Last Modifications tabs require a job ID.
• Have the feature available for the area you need: Contacts, Letter of Guarantee, or Latest Modifications.
• Use a role that can edit the intended record. Principal users do not receive these related-work tabs.
• For contact attachments and contact history, open a contact with a contact-person ID outside a popup.
• For L/G stage actions, have no unsaved L/G changes. The available action also depends on the L/G's current stage and on the approval and editing permissions for that record.
• Have the contact details, L/G information, or history filters you want to use ready before you open the related-work area.

The record's branch and feature access affect which controls are available. If a feature is not available, the related-work tab is not a route to that work; use the owning page named in the orientation table instead.

Open a saved sales job

Open the saved sales job before selecting a related-work area.

Prerequisites

• Know which saved sales job you need to open.
• Have access to the Sales jobs work lists or another link to the saved record.

Steps

1. Open the saved sales job at /sales/edit/:id.
2. Confirm that the record shows the workflow labels Inquiry, Offer, Order, Project management, and Delivered.
3. Continue to Understand the related-work surface.

Result: The saved sales-job record is open and its related-work areas are available for selection when their conditions are met.

Understand the related-work surface

Use the related-work surface to work with job contacts, L/Gs, and recorded changes beside the saved sales-job information.

The record displays these fields in the main job area:

The available buttons are Save, Save and Close, and Calculation Sheet.

The Contacts list displays the headers Title, Name, Position, Department, Account, and Branch. An empty list displays No data and Count: 0. Use the headers and fields available on your screen; L/G fields and list columns depend on your configuration.

Associate a contact with the sales job

Use Contacts to associate or maintain contact information on this saved sales job.

Prerequisites

• Open a saved sales job with the Contacts feature available.
• Work as a non-principal user.
• For contact-level attachments or history, use a contact with a contact-person ID outside a popup.

Steps

1. Select Contacts.

2. Review the Contacts list using the headers Title, Name, Position, Department, Account, and Branch.

3. Select the contact association or contact record you need to maintain.

4. Enter or review Name.

5. Enter or review Position.

6. Enter or review Department.

7. Select the control that matches the contact detail you need to add:

   If you need to add…	Select
   A phone number	Phone
   A fax number	Fax
   A mobile number	Mobile
   An email address	Email
   A website	Website
   Online support information	Online Support
   A note about the contact	Comments

8. Choose the related contact action:

   If you need to…	Select
   Work with contact attachments	Attachment
   Review contact changes	Last Modifications
   Upload a contact photo	Upload
   Delete a contact photo	Delete

If the contact name is already in use, the screen can show You already have a contact with this name. Use the contact record that already carries the required information or change the name before trying again.

Result: The saved sales job's Contacts area shows the contact information you selected or maintained, subject to the available contact and feature access.

Review or request a job-related L/G

Use the job-related L/G record to review or move through its available request, approval, active, return, cancellation, extension, deduction, or increase actions.

Prerequisites

• Open a saved sales job with the Letter of Guarantee feature available.
• Work as a non-principal user.
• Have no unsaved L/G changes before selecting a stage action.
• Have the permission required by the current L/G stage and approval route.

Steps

1. Select LGs.

2. Review the available L/G fields:

   Field	Rule
   Expiry Date	Required on the upgrade form and cannot be earlier than today
   On Behalf of	Required only where your company configures it
   LG Type	Required only where your company configures it
   Requested Amount	Required only where your company configures it; its minimum is 0
   Confirmation Of The LG Requirement	Required when the L/G is at or beyond Requested and sales recommendation is required
   Confirmation Of The Financial Viability	Required when the L/G is at or beyond Requested and finance recommendation is required
   Extension Period	Required only where your company configures it; its minimum is 1
   Expiration date	Required only where your company configures it and cannot precede the current L/G expiry date

3. Choose how to save the L/G:

   If you need to…	Select
   Save the L/G and keep the form open	Save
   Save the L/G and close the form	Save and Close

4. Choose the available stage action:

   If the current condition is…	Select
   Approval is required and you cannot approve a Requested L/G	Request approval
   Approval is required, you can approve, and the L/G is before Approved	Approve
   The L/G is Requested without the approval process, or Approved with it	Active
   The L/G is Running	Due for Return
   The L/G is due for return or Expired	Returned
   The L/G is Requested or Approved	Cancel
   The L/G is a Running or Expired performance bond that is not already upgraded	Extend As Warranty Bond
   The L/G is Running or later and you have editing access	Enable Editing
   A new extension is allowed	LG Extensions
   A new deduction is allowed	LG Deductions
   A new increase is allowed	LG Increase

5. If an extension form opens, enter Extension Period and Expiration date before saving the extension.

The L/G operation can display Your request was completed successfully after a successful request. If the operation is blocked, read the exact message before changing the record. The available messages include An error occurred while processing your request, You don’t have permission, LG still needs confirmation, LG has one or more extensions or deductions and cannot be reverted to the requested stage, Please choose a date after the current expiry date, and There is a pending increase you can edit.

Result: The L/G remains on the saved sales job with the fields and stage action appropriate to its current state.

Review recorded job changes

Use Last Modifications to review recorded changes and open an individual Registration entry.

Prerequisites

• Open a saved sales job with the Latest Modifications feature available.
• Work as a non-principal user.
• Have user or field criteria ready if you need to narrow the history.

Steps

1. Select Last Modifications.
2. Use Action users to narrow the history by user.
3. Use Fields to narrow the history by field.
4. Select Registration to open a recorded history entry when user logs are available.

Result: The history area shows the available recorded job changes and the Registration entry you selected.

Handle availability and stage branches

The related-work controls change with access, record state, popup context, and L/G stage. Use the following rules to choose the correct route.

The Contacts list uses Title, Name, Position, Department, Account, and Branch. L/G list columns and L/G fields depend on the available setup.

When a related-work action goes wrong

Use the exact message shown on screen to choose the corrective action. Messages owned by another work area are listed at the end with the page or stage that owns them.

Messages from other panels or stages are quoted here so you can identify them if they appear while working around this record. Their owning page or stage is shown in the last column.

No dialog, validation message, or confirmation message appeared during the read-only review.

Continue with the saved sales job

The saved sales job remains the continuing record after you review or maintain related work.

Use Sales job record for the surrounding workspace, Contacts overview for the broader contacts area, Contact record for contact-level maintenance, L/G lifecycle for the complete L/G stage flow, Create an L/G for a new guarantee, and L/G finance view for finance-specific review.

Result: You know which work remains with the saved sales job and which registered page owns the next contact, L/G, or sales-job task.