Defining a Manual List

You can create manual lists, where you add list members manually. Manual lists can contain any account or accounting unit you want to use as part of a set. You can use manual lists for "what if" analysis, reports and inquiries, and dynamic account generation. Use this procedure to define a manual attribute list. You can also create an automatic list. Defining an Automatic List

To define a manual list

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

    An attribute list must be associated with an object type. For General Ledger, you can assign the following object types:

    • Accounts (ACCNT)

    • Accounting Units (ACCTU)

    List

    Type a name and description for the new list you want to define.

    Sort By Attribute and Audit pages

    These pages do not apply to manual lists. Leave the Sort by Attribute fields blank.

  3. After adding the new list, you automatically navigate back to List (MX10.1). Click the New List button again to return to Define List (MX10.2).
  4. Click the Manual List button to access Manual Accounting Unit List (GL21.2) or Manual Account List (GL22.2). Use the form to define the attribute list and to select the accounts or accounting units you want to include in the list.
  5. Optional. To view the list members, click the Preview button on Define List (MX10.2) or on List (MX10.1).
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