# Letters of Guarantee (L/Gs)

_Applications › Sales › Letters Of Guaranties_

![Letters of Guarantee (L/Gs)](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/96ad190fc26982fc4bad93f4d4824133.png)
*L/Gs*

## Overview

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.

1. Open **Sales** > **Letters Of Guaranties** to display the **L/Gs** screen.

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

3. To create a personal or task-specific arrangement, select **Add Layout** and enter a value in **Layout name**.

4. 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**.

5. Select **Save** to save the layout. To replace the active layout with your current arrangement, select **Update Current**.

6. 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.

1. 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.

   ![L/Gs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/509246c2936aac30f143a9ef96eb5b84.png)
*L/Gs*

2. 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.

   ![L/Gs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/12e58f67fe37e48a214c080476cbadae.png)
*L/Gs*

3. 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.

   ![L/Gs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7e863778b1a3fcd192f14d55566d2892.png)
*L/Gs*

4. 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.

5. 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.

1. Open **Sales** > **Letters Of Guaranties**.

2. Select **Principals L/Gs** to limit the review to principal L/G records.

3. Enter a relevant L/G number, beneficiary name, issuer name, or bank name in **Search** to locate the required record or group of records.

4. 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.

5. If the value columns are not visible in the active layout, select **Columns Chooser**, include the required columns, and select **Update Current**.

6. 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. |

## Related pages

- [Letters Of Guaranties](doc:sales-letters-of-guaranties-new)
- [Sales — Overview](doc:sales-overview)
- [Sales — Learning Path](doc:workflows-sales-2)
- [sales](doc:sales-guide-2)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales Jobs](doc:sales-jobs-guide)
- [buyouts](doc:buyouts-sales)
- [List](doc:sales-buyouts-list-view)
- [NewInstantJob](doc:sales-list-newinstantjob)
- [Stock](doc:stock)