Automatic List Example

This example shows how you could create an automatic list that lets you group accounting units by the region in which they are located.

  1. Create the following user attribute:
    Name:

    REGION

    Object type:

    Accounting Unit (ACCTU)

    Element:

    Alpha 9

    Values:

    NORTHWEST

    CENTRAL

    SOUTHEAST

  2. For each accounting unit that is located in the northwestern region, add the value NORTHWEST to the attribute REGION for the accounting unit in GL20.1.
  3. Create a list named NORTHWEST (for accounting units located in the northwestern region) with the following attribute value range:
    REGION:

    From NORTHWEST To NORTHWEST

    Note: Preview the list to verify that the appropriate accounting units are selected.
  4. Select the NORTHWEST list on reports or inquiries to include only accounting units located in the northwestern region.