Defining an automatic list

An automatic list is a group of customers who have common attribute values. You can use automatic lists to select customers for processing, reporting and inquiries.

Attributes must exist before you can use them in a list. You should also assign values to any customer who becomes a member of the list.

See Defining a manual list.

  1. Access List (MX10.1).
  2. To go to Define List (MX10.2), click New List.
  3. To define header information for an automatic list from the Define List (MX10.2), specify this information:
    Object Type

    Specify or select an object type to define in an automatic list. If you are assigning an automatic list for Billing, select Customer (CUST) as an object type.

    List

    Specify or select a name and provide a description for an automatic list.

  4. On the Sort By Attribute tab, specify or select attributes in the sequence to use include in the automatic list.
  5. On the Audit tab, view the user who created the automatic list, the date the list is last changed, and the date the list is last updated.
  6. Click Add.
  7. On the List (MX10.1) form, define the attribute criteria for customers in the automatic list.
  8. Specify this information:
    Attribute

    Specify or select at least one attribute to include in the automatic list.

    Value range

    Specify or select a value range for each attribute to include in the automatic list. If you include at least one value range, then specify that value and leave the Through Value field blank.

    Or Group

    Specify group attributes:

    • To specify AND as the relationship of attributes, leave this field blank
    • To specify any alphanumeric characters, specify OR character to indicate an OR relationship, meaning that a customer is eligible for the list if it satisfies any of the attribute values
    Note: If must change the Or Group field value, you must first delete the attribute line, then add with the new Or Group value. When you group attributes with the AND logic, a customer is eligible for an automatic list only if it satisfies any of the attribute values. When you group attributes with the AND logic, a customer is eligible for an automatic list only if it satisfies all of the attribute values. When in use, an automatic list is updated dynamically.
  9. To view the customers who meet the list's eligibility criteria in Customer View Preview (AR23.3), click Preview.
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