Automatic List Example

This example shows how you could create an automatic list for customers based in Canada.

It is useful to select activities based on Lawson-defined attributes. For example, your organization might create a list of customers based on the Lawson-defined STATE attribute. The list could be used to run an aging report for all customers in a specific state.

  1. Create the following user attribute:
    Name:

    GEO DOMAIN

    Object type:

    Customer (CUST)

    Element:

    Alpha 10

    Values:

    CANADA

    UK

    US

  2. For each customer based in Canada, add the value CANADA to the attribute GEO DOMAIN for the customer.
  3. Create a list named CANADA (for customers based in Canada) with the following attribute value range:
    GEO DOMAIN:

    From CANADA To CANADA

    Note: Preview the list to verify that the appropriate activities are selected.
  4. Select the CANADA list on reports or inquiries to include only customers based in Canada.