# Company Letters of Guarantee

_Applications › Sales › Letters Of Guaranties_

![Company Letters of Guarantee](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1ca87071f97d9c34e4ce9cdb023e7ca7.png)
*company*

## Overview

Use the Company Letters of Guarantee screen to review company L/G records and principal L/G records in one place. Sales representatives, Account Managers, finance officers, purchasing officers, and project managers can use the available list views to monitor L/G information, including the L/G number, beneficiary, issuing bank, requested value, issued value, and currency.

The screen is intended for reviewing and organizing existing L/G information. The available controls support layout management, list-column selection, updating the displayed information, and exporting the current list.

## Settings

Before reviewing or exporting L/G information, set up a suitable list layout for your role. The screen provides layout controls, but it does not show company or L/G master-data settings.

1. To use the default list arrangement, select **Standard Layout**.

   ![company](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7658794b0e50cd42bf381c8af5b49d83.png)
*company*

2. To create a personal arrangement of the visible information, select **Add Layout**. Enter a value in **Layout name**, then select **Save**.

3. To change the columns displayed in the current list, select **Columns Chooser**. Choose the columns required for your review, such as L/G number, beneficiary, L/G issuer, bank, requested value, issued value, and currency.

4. Decide whether to retain or discard layout changes:
   - Select **Update Current** to save changes to the active layout.
   - Select **Cancel** to leave the current action without saving.
   - Select **Delete Current** to remove the active layout.
   - Select **Delete** when prompted to confirm deletion.

> **Note:** The available layout controls organize the list view only. The screen does not provide fields or actions for creating, approving, issuing, or closing an L/G record.

> **Tip:** Use a clear **Layout name** that identifies the business purpose, such as “Finance L/G Review” or “Sales L/G Follow-up”.

## Workflow

1. Start from the business workspace and open **Sales**, then select **Company L/Gs** to review company letters of guarantee.

   ![company](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/20e575f98f0ab617b267ff2e100af806.png)
*company*

2. Decide which L/G population you need to review:
   - Select **All** when you need the combined L/G list available on the screen.
   - Select **principals lgs** when you need to review L/G records associated with principals.

3. Search for the required record or group of records using **Search**. Review the list columns shown in your active layout, including L/G number, beneficiary, L/G issuer, bank, requested value, issued value, and currency.

4. If the displayed data needs to be refreshed, select **Update (icn-update)**. Recheck the list after the update before relying on values for customer, bank, purchasing, or project follow-up.

5. Decide whether the current screen layout provides enough information:
   - If the required information is visible, continue reviewing the list.
   - If important list information is missing, select **Columns Chooser** and adjust the displayed columns.
   - If you need a reusable view for future reviews, select **Add Layout**, complete **Layout name**, and select **Save**.
   - If you have adjusted an existing layout, select **Update Current** to retain the changes.

6. When you need to share the reviewed list or use it outside the platform, select **Export**. Export only after confirming that the correct tab, search criteria, and columns are displayed.

> **Warning:** Export reflects the current view. Confirm the selected tab and visible columns before selecting **Export**, particularly when reviewing requested and issued values.

## All

The **All** tab contains the L/G records available in the company list. Use this tab for a broad review of L/G information across the displayed records. The list is designed to show L/G reference information and financial values, including the L/G number, beneficiary, L/G issuer, bank, requested value, issued value, and currency.

Use **Search** to narrow the list and use **Columns Chooser** to focus on the fields needed for the current review. The available screen controls do not identify an action that moves an L/G record into or out of this tab.

## Principals L/Gs

![company](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bc952311f194f8ca2329316d725b3c48.png)
*company*

The **principals lgs** tab contains L/G records for principals. Use this tab when your review concerns principal-related L/G activity rather than the full company list. Review the displayed L/G number, beneficiary, issuing information, bank, requested value, issued value, and currency in the context of the selected list layout.

Use **Search** to locate relevant principal L/G records, then update the visible columns or export the current list if required. The available controls do not identify an action that moves records into or out of this tab.

## Examples

A finance officer needs to prepare a review of principal-related letters of guarantee for a bank follow-up meeting.

1. The finance officer opens **Sales** and selects **Company L/Gs**.
2. The officer selects **principals lgs** to focus the review on principal L/G records.
3. In **Search**, the officer enters the beneficiary name or bank name relevant to the meeting.
4. The officer selects **Columns Chooser** and ensures that L/G number, beneficiary, L/G issuer, bank, requested value, issued value, and currency are visible.
5. The officer creates a reusable view by selecting **Add Layout**, entering `Principal L/G Bank Review` in **Layout name**, and selecting **Save**.
6. The officer selects **Update (icn-update)** to refresh the displayed list.
7. After checking that the search result and financial-value columns are correct, the officer selects **Export** and uses the exported list for the meeting.

## Tips

> **Tip:** Keep separate layouts for different operational reviews, such as sales follow-up, finance review, or project-related L/G monitoring.

> **Note:** Requested value and issued value are separate displayed amounts. Review both values before reporting on the current L/G position.

> **Warning:** Do not delete a layout unless it is no longer required. Select **Delete Current** only after confirming that the active layout is the one you intend to remove.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required L/G record is not visible. | The wrong tab is selected or the search criteria are too restrictive. | Select **All** or **principals lgs** as appropriate, then revise or clear **Search**. |
| Important information is missing from the list. | The active layout does not include the required columns. | Select **Columns Chooser**, display the required columns, and select **Update Current** if the revised layout should be retained. |
| Layout changes are lost after leaving the screen. | The layout was not saved or updated. | For a new layout, enter **Layout name** and select **Save**. For an existing layout, select **Update Current**. |
| The exported file does not contain the expected records or columns. | The export was created from the wrong tab, search result, or layout. | Return to the correct tab, verify **Search** and the visible columns, then select **Export** again. |

## Related pages

- [Letters Of Guaranties](doc:sales-letters-of-guaranties-view-record)
- [Sales — Overview](doc:sales-overview)
- [Sales — Learning Path](doc:workflows-sales-2)
- [Getting Started with Sales](doc:sales-getting-started)
- [Sales record](doc:sales-record)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales jobs](doc:sales-jobs-guide)
- [buyouts](doc:sales-buyouts-edit-record)
- [List](doc:sales-buyouts-list-view-record)
- [NewInstantJob](doc:sales-list-newinstantjob)
- **Pricing Tool**