Assign guarantees to the agreement - Intergraph Smart Materials - 10.4 - Help - Hexagon

On the Guarantees screen, you can record the receipts and returns of supplier guarantees.

When can I assign guarantees to agreements?

1. Click Add Guarantee .

   The document number is automatically generated by the software, displayed in the Doc No. cell, and cannot be changed. It is a sequential number, unique within an agreement cycle.

2. Click Doc Type and select the guarantee document type.

3. Enter the date the guarantee is due in the Due Date cell.

4. Enter the date the guarantee has been received by the project office in the Date Received cell.

   Once a date is entered, it cannot be changed, and the guarantee cannot be removed from the agreement.

5. Enter the date the guarantee expires in the Expiry Date cell.

6. Optionally, you can enter a reference number for the guarantee in the Guarantee Reference cell.

7. Enter the value of the guarantee in the Value cell, with its currency in the Currency cell.

8. Enter the value of the guarantee in the project currency in the Project Value cell.

   The project currency is defined by the project default ZX_CURCY and displayed in the Project Currency cell.

9. Optionally, type the name of the company that has issued the guarantee in the Issuing Company cell.

10. Optionally, type the address of this issuing company in the Address cell.

11. Optionally, enter the date the guarantee has been received by the head office in the Date Received Admin cell.

12. Optionally, enter the location of the issuing company in the Location cell.

13. Optionally, enter the date the guarantee has been returned in the Return Date cell.

To remove an assigned guarantee from the agreement, proceed as follows.

1. Select the guarantee.

2. Click Delete Guarantee .

   The button is only enabled if the Date Received is not set

   The remaining document numbers will not be renumbered.