Use the Letters Of Guaranties form to record and save Letter of Guarantee (L/G) details for sales activities. A Letter of Guarantee progresses through the application lifecycle from Requested to AwaitingApproval, Approved, Running, DueForReturned, Returned, and Closed.
Use this form when you need to add or update L/G information and save the record for further processing.
Before you start
Sign in to the application before working with Letters Of Guaranties.
Steps
Select Sales, and then select L/Gs to open the Letters Of Guaranties form.
Enter the required L/G information on the form. Complete all required fields and use the required format where applicable.
Select Save to validate and save the L/G record.
Sales recordSales record
To return to the register after saving, select L/Gs.
All
The all tab displays the L/G register. Use it to review L/G records and compare the displayed L/G no., Benificiary, L/G issuer, Bank, Requested value, Issued value, and Curre information.
Sales recordSales record
Principals L/Gs
The principals lgs tab displays L/G records associated with principals. Review the L/G number, beneficiary, issuer, bank, and requested and issued values when monitoring principal-related L/G records.
Sales recordSales record
Tips & cautions
Note: When you select Save, the application validates the form before saving. The record is not saved if required information is missing.
Warning: If you leave the form with unsaved changes, the application displays a warning first. Save your work before leaving the form when you need to retain the changes.
Troubleshooting
Save does not complete → Required information is missing or information does not meet a required format → Complete the required fields and correct the entered values, then select Save again.
A warning appears when leaving the form → The form contains unsaved changes → Select Save to retain the changes, or leave the form only if you do not need to keep them.
You cannot access the form → You are not signed in → Sign in to the application and then select L/Gs.
Result
The Letter of Guarantee record is validated and saved for continued processing through its L/G lifecycle.
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