Defining an automatic list (AC/BR/GB)

  1. Access List (MX10.1).
  2. Click New List to access Define List (MX10.2) where you will define header information for the new list. Use these guidelines to specify the field values:
    Object Type
    List

    Specify a name and description for the new list.

    User Analysis

    Specify or select a user analysis to associate with the list. You can type the value or use the Define (F6) feature to open the User Analysis Values (SL00.1) subform. For more information, see the Strategic Ledger User Guide.

    Sort By Attribute tab

    To define a sort order for attributes in the list, select attributes in the sequence you want to use for sorting.

    Audit tab

    Use the Audit tab to display the user who created the list, the date the list was last changed, and the date the list was last updated.

  3. After adding the new list, you automatically navigate back to List (MX10.1). Use this form to define the attribute criteria for grants you want in the list. Use these guidelines to specify the field values:
    Attribute

    Select the attribute or attributes you want.

    Value Range

    For each attribute that you select, specify a value range.

    Or Group

    If you leave this field blank, then the relationship between the attributes is an AND relationship, meaning that a grant is eligible for the list if it satisfies all the attribute values.

    Note: If you need to change the Or Group field value, you must first delete the attribute line, then specify it with the new Or Group value.
  4. Note: As long as the list remains automatic, it is updated dynamically whenever you use it.
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