# Letters Of Guaranties

_Applications › Sales › Letters Of Guaranties_

![Letters Of Guaranties](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e662c577a6cae390fe51663294c9fb8c.png)
*Sales record*

## Overview

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. |

1. Open **Applications > Sales > Letters Of Guaranties** and review the available L/G list.

   ![Sales record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2e8d7ffae69d59280b17c0eea01200f6.png)
*Sales record*

2. 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.

3. 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

1. 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 record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/53eceb225a76a19193358967016ebe76.png)
*Sales record*

2. 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.

3. 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

4. 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 record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d4150881a1f0f0af1f32aa4184b71248.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A46.06%2C%22y%22%3A52.59%2C%22w%22%3A9.7%2C%22h%22%3A4.55%2C%22label%22%3A%226%20%20Go%20Back%20to%20Home%20Page%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A50.91%2C%22y%22%3A54.87%7D%5D%7D)
*Sales record*

![Go Back to Home Page](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/daedf68f0fe48575256e1dfa1e0e733b.png)

5. 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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9e90e369d13b002c349ae27a50f431b8.png)
*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.

6. 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

7. 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 record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8e08c3cceb8dd9154d47ccbdaadf1f65.png)
*Sales 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.

1. Open **Applications > Sales > Letters Of Guaranties**.
2. Select **principals lgs** to work with principal L/G records.
3. Enter the known L/G number, beneficiary, or bank name in **Search** until the required record is visible.
4. Open the record and check **files[]** for the existing supporting documents.
5. If the required document is not present, select **Attach**, add the file, and select **Ok**.
6. 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.
7. 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**. |

## Related pages

- [company](doc:company-guide)
- [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**