Defining SL Segment Value Selection dimension criteria

When you specify selection on EB10.3 and the budget dimension's source is Strategic Ledger Segment, the SL Segment Value Selection (EB11.5) form is displayed.
  1. On SL Segment Value Selection (EB11.5), select a user analysis to identify the Strategic Ledger segment in the dimension.
    Note: If you are using multiple Strategic Ledger segments in budgeting, then you must create a separate budget dimension for each segment. Each budget dimension indicates the Strategic Ledger segment from which user analysis values are selected.
  2. Select one of these options:
    • Specify or select Yes in All Values to include all user analysis values for the segment in the dimension.
    • Specify or select a User Analysis list that you have established in Lawson Attribute Matrix. When you select this option, the user analysis values that are members of the list are included in the budget dimension.
      Note: Ensure that the list that you specify is defined for the user analysis that you identified for the budget dimension.
  3. Click Preview to see the user analysis values that are members of the budget dimension. The Member Preview (EB12.1) form is displayed.
  4. On Member Preview (EB12.1), click one of these buttons:
    • Update List: Build a list of members for the dimension based on the user analysis values that you selected.
      Note: If this is a new budget, then you must click this button to build your list for the first time.
    • View Current List: View a list of members for the dimension. The Strategic Ledger Preview (EB12.6) form is displayed.
      Note: This action does not rebuild the list.
  5. On Strategic Ledger Preview (EB12.6), you can view the user analysis values that you included in the budget dimension.
    Note: To scroll to an item in the list, you can specify the segment name in the Position To field and click Enter.