Defining an automatic list

An automatic list is a group of vendors that have common attribute values. You can use automatic lists to select vendors for processing, reporting and inquiries. Details on creating a manual list are found elsewhere in this user guide. Defining a manual list

List

Attributes must exist before you can use them in a list. You should also assign values to any vendor that will become a member of the list.

Define an automatic attribute 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.
  3. Specify this information:
    Object Type

    An attribute list must be associated with an object type. For Accounts Payable, select Account (ACCNT), Accounting Unit (ACCTU), Cash Code (CSHCD), or Vendor (VENDR).

    List

    Specify a name and description for the new list.

    Sort By Attribute tab

    If you want 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.

  4. After adding the new list, you automatically navigate back to List (MX10.1). Use this form to define the attribute criteria for vendors you want in the list.
  5. Specify this information:
    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, the relationship between the attributes is an AND relationship, meaning that a vendor is eligible for the list if it satisfies all the attribute values. You can specify any alphanumeric character to indicate an OR relationship, meaning that a vendor is eligible for the list if it satisfies any of the attribute values. bgd1584418020424.html##F_65630x3Ax20H3x3Ax20Orx20Logicx20Tables

    Note: If you need to change the Or Group field value, you must first delete the attribute line, then respecify it with the new Or Group value.
    Note: As long as the list remains automatic, it is updated dynamically whenever you use it.
  6. To view the vendors that meet the list's eligibility criteria, click the Preview button to access Query List Members (AP03.3).
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