Use L/Gs to review and work with Letters of Guarantee records used in Sales operations. Sales representatives, account managers, project managers, purchasing officers, and finance users can use this list to review company and principal L/G information, including the L/G number, beneficiary, issuer, bank, requested value, and issued value.
Use this feature when you need to review L/G activity, switch between company and principal records, apply a suitable list layout, or export the displayed information for further review.
Settings
Before reviewing L/G records regularly, set up a list layout that shows the information required for your role. The available layout controls affect how the L/G list is presented; they do not create or change an L/G record.
Open Sales > Letters Of Guaranties to display the L/Gs screen.
To use the default list arrangement, select Standard Layout.
To create a personal or task-specific arrangement, select Add Layout and enter a value in Layout name.
Select Columns Chooser to choose the columns required in the list. Available list information includes L/G no., Beneficiary (Benificiary), L/G issuer, Bank, Requested value, Issued value, and Curre.
Select Save to save the layout. To replace the active layout with your current arrangement, select Update Current.
If you do not want to retain the changes, select Cancel. To remove the active saved layout, select Delete Current.
Tip: Create separate layouts for commercial review and finance review. For example, a commercial layout can emphasize the beneficiary and issuer, while a finance layout can emphasize requested and issued values.
Workflow
The L/G list is organized by record scope rather than by a status-based approval lifecycle. The available views—All, Company L/Gs, and Principals L/Gs—filter the records you review. No on-screen action is provided to move an L/G record from one of these views to another.
Decide which L/G population you need to review. Open Sales > Letters Of Guaranties, then select All for the complete available list, Company L/Gs for company L/G records, or Principals L/Gs for principal L/G records.
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Review the information relevant to the L/G. Use the list columns to identify the L/G by L/G no., review the Beneficiary (Benificiary), and compare the displayed Requested value and Issued value where applicable. Use Search to locate records within the currently selected view.
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Decide whether the current list layout supports the review. If the necessary information is not visible, select Columns Chooser and adjust the displayed columns. Select Save for a new layout or Update Current to update the active layout.
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Decide whether you need to share or analyse the displayed results outside the platform. Select Export to export the current list. Before exporting, confirm that you have selected the correct scope—All, Company L/Gs, or Principals L/Gs—and that the appropriate layout is active.
When you need the displayed list to be updated, use icn-update. Recheck the selected view and search criteria after updating the list.
Note: The views are reporting scopes. Selecting Company L/Gs or Principals L/Gs changes what you review; the available controls do not indicate a record movement or approval transition between these views.
All
The All view contains the available L/G records across the L/G list. Use this view when you need a broad review of L/G information without limiting the list to company or principal records. Review the displayed columns, including the L/G number, beneficiary, issuer, bank, and values, and use Search to narrow the visible results.
No control is provided to move a record into or out of the All view. This view presents the available L/G records for review and export.
Company L/Gs
The Company L/Gs view contains company L/G records. Use it when your review concerns L/Gs held or managed as company records, such as when checking the L/G issuer, issuing bank, requested value, or issued value for a company-related commercial review.
No on-screen control is provided to transfer a record into or out of Company L/Gs. Select this view to review the records presented within that scope.
Principals L/Gs
The Principals L/Gs view contains principal L/G records. Use it when reviewing L/G information associated with principals, including the visible L/G number, beneficiary, issuer, bank, and value columns.
No on-screen control is provided to transfer a record into or out of Principals L/Gs. Select this view when you need to review the principal-specific L/G list or export that displayed scope.
Examples
A finance officer needs to prepare a review of principal L/G values for a project-related commercial discussion.
Open Sales > Letters Of Guaranties.
Select Principals L/Gs to limit the review to principal L/G records.
Enter a relevant L/G number, beneficiary name, issuer name, or bank name in Search to locate the required record or group of records.
Review L/G no., Beneficiary (Benificiary), L/G issuer, Bank, Requested value, and Issued value. For example, confirm that the requested amount of €50,000 and the issued amount of €50,000 are displayed for the L/G under review.
If the value columns are not visible in the active layout, select Columns Chooser, include the required columns, and select Update Current.
Select Export to produce an export of the principal L/G records currently displayed.
Tips
Tip: Select All before searching when you are unsure whether an L/G is recorded as a company L/G or a principal L/G.
Warning: Verify the selected view before using Export. An export reflects the L/G records displayed in the active list view.
Note: Use Standard Layout when a saved layout no longer provides the information needed for your review.
Troubleshooting
Symptom
Likely cause
Fix
The required L/G cannot be found.
The wrong L/G scope is selected, or the search term is too restrictive.
Select All and review or clear the value in Search. Then try the search again.
Requested or issued values are not visible.
The active layout does not display the required columns.
Select Columns Chooser, add the required columns, and select Save or Update Current.
A layout change should not be kept.
Changes were made while creating or adjusting a layout.
Select Cancel before saving the layout changes.
The exported list does not contain the expected records.
The active view was limited to company or principal L/Gs.
Select the required scope—All, Company L/Gs, or Principals L/Gs—then select Export again.
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