Defining an Automatic List

An automatic list is a group of customers that have common attribute values. You can use automatic lists to select activities for processing, reporting and inquiries. You can also create a manual list. Defining a Manual List

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

To 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. Use the following guidelines to enter field values:
    Object Type

    An attribute list must be associated with an object type. For Accounts Receivable, select Customer (CUST).

    List

    Type 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.

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

    Select the attribute or attributes you want.

    Value range

    For each attribute that you select, type a value range:

    Or Group

    If you leave this field blank, the relationship between the attributes is an AND relationship, meaning that an activity is eligible for the list if it satisfies all the attribute values. You can type any alphanumeric character to indicate an OR relationship, meaning that an activity is eligible for the list if it satisfies any of the attribute values. See Or Group Logic Tables.

    Note: If you need to change the Or Group field value, you must first delete the attribute line, then re-enter it with the new Or Group value.
    Note: As long as the list remains automatic, it is updated dynamically whenever you use it.
  4. To view the customers that meet the list's eligibility criteria, click the Preview button to access Customer View Preview (AR23.3).
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