Letters Of Guaranties provides a Sales workspace for reviewing and maintaining letter of guarantee (L/G) records. Sales representatives and Account Managers use it when they need to locate an L/G by number, beneficiary, issuer, bank, or value, and when they need to work with company or principal-related L/G records.
Use this workspace to choose the appropriate record view, open the required record, attach supporting files where required, and save or discard a new selection.
Settings
Before working with the list, set up the list layout that best supports your daily review of L/G records. The available layout controls affect how the list is presented; they do not create or change the L/G values themselves.
Control
Use
Layout name
Identifies the layout you are working with.
Standard Layout
Selects the standard list layout.
Add Layout
Adds a layout.
Save
Saves the current layout.
Update Current
Updates the current layout.
Delete Current
Deletes the current layout.
Delete
Removes the selected item when available.
Columns Chooser
Opens the available column selection controls.
Export
Exports the displayed list data.
Open Applications > Sales > Letters Of Guaranties and review the available L/G list.
Sales recordSales record
Decide whether to use the standard presentation or a saved layout:
Select Standard Layout when you need the standard list arrangement.
Select Add Layout when you need to add a layout, enter a value in Layout name, and select Save.
Select Update Current when you need to save changes to the current layout.
Select Columns Chooser when you need to adjust the columns available in the list.
Select Delete Current only when you intend to remove the current layout.
Warning
Use Delete Current only after confirming that the current layout is no longer required. The screen provides separate controls for deleting the current layout and for deleting another selected item.
Use Search to narrow the L/G records displayed in the current view. Select Export only after you have applied the view and search criteria that you need in the exported list.
Workflow
Review the required L/G population
Decide which L/G population you need to review:
Select all to review the complete available L/G list.
Select principals lgs to focus on principal L/G records.
Where available in the application navigation, use Company L/Gs or Principals L/Gs to move to the corresponding L/G workspace.
Sales recordSales record
Locate the required record using Search and the visible list information. The list identifies records using information such as L/G number, beneficiary, L/G issuer, bank, requested value, and issued value.
If the displayed columns do not provide enough information to identify the record, select Columns Chooser, then return to the list and repeat the search.
Decide whether to use the existing record or start a new selection
When the required L/G already appears in the list, open the applicable record and review its attached files through files[]. Use Attach when you need to add a supporting file, then select Ok to complete the attachment action.
Sales recordSales record
Go Back to Home Page
When the system opens the new L/G selection screen, decide whether to save the selection:
Select Select... to choose an available item.
Select Save to retain the current selection and remain on the screen.
Select Save and Close to retain the selection and close the screen.
Select Don't Save to leave without saving the current selection.
Letters Of Guaranties
Note
The new-record screen provides Select..., Save, Save and Close, and Don't Save. Complete the required selection before choosing a save action.
If you need to leave the record workspace rather than continue working on the L/G, select Go Back to Home Page.
Decide whether the list presentation requires maintenance
After completing your record review or selection, decide whether the current list arrangement should be retained:
Select Save or Update Current when the layout changes should be kept.
Select Cancel when you do not want to continue with the current layout action.
Select icn-update when the screen provides that action and you need to refresh or update the displayed list.
All
The all view holds the available L/G records across the displayed L/G population. Use this view to locate a record by its L/G number or by the visible commercial details, including beneficiary, L/G issuer, bank, requested value, and issued value.
Use Search to reduce the list to relevant records and Columns Chooser when you need to change the available list columns. The provided controls do not identify a specific action that moves a record into or out of this view.
Principals L/Gs
Sales recordSales record
The principals lgs view holds L/G records associated with principals. Use it when an Account Manager or Sales representative needs to review principal-related guarantees separately from the full L/G list.
Review the visible record details, use Search to find the required principal-related L/G, and open the applicable record to check files[] or add a file through Attach. The provided controls do not identify a specific action that moves a record into or out of this view.
Examples
An Account Manager needs to review a principal-related L/G issued through a bank and retain a supporting document.
Open Applications > Sales > Letters Of Guaranties.
Select principals lgs to work with principal L/G records.
Enter the known L/G number, beneficiary, or bank name in Search until the required record is visible.
Open the record and check files[] for the existing supporting documents.
If the required document is not present, select Attach, add the file, and select Ok.
If the system instead opens a new selection screen, select Select..., choose the required item, and select Save and Close to retain the selection and finish.
Return to all if you need to confirm the record against the complete available L/G population.
Tip
Start in principals lgs when the guarantee is known to relate to a principal. Start in all when you only know a general identifier, such as the L/G number or bank.
Tips
Tip
Use Export after applying Search and the intended layout so that the exported results match the list you reviewed.
Note
Use Save and Close when your selection is complete. Use Save when you need to retain the selection but continue working on the screen.
Troubleshooting
Symptom
Likely cause
Fix
The required L/G is not visible.
The current view is limited to principals lgs, or the search terms are too restrictive.
Select all, clear or revise Search, and review the list again.
The list does not show the information needed to identify an L/G.
The current layout does not include the required columns.
Select Columns Chooser, adjust the displayed columns, then use Update Current or Save if you need to retain the layout.
A new selection should not be retained.
The selection screen was opened but the user does not want to complete it.
Select Don't Save rather than Save or Save and Close.
A supporting file is missing from an L/G record.
The file has not been added to files[].
Open the record, select Attach, add the required file, and select Ok.
Was this page helpful?