Create an Operation

An operation in Fairways Guarantees groups several issued guarantees that are part of the same project in a single line. It means you can monitor the aggregate outstanding amount and the associated fees, while adding events, e-documents, and comments. It works just like single guarantees and you can also notify other users.

 

Navigate to the Operations Section
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.
  3. Navigate to Operations.

Dashboard_EN.png

 

Create an Operation
  1. Click Add Operation.

Operation_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Code

Operation code.

Label

Operation name.

Currency

Operation currency.

Amount

Operation amount.

Perimeter

Perimeter associated with the operation.

Description

Additional details about the perimeter.

  1. Click OK.

Operation_Create_EN.png

The new operation profile displays.

Operation_Created_EN.png

 

 

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