Defining an automatic list (DST)

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

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

Follow these steps to define an automatic attribute list:

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

    An attribute list must be associated with an object type. For Order Entry or Warehouse, select Item (ITEM) or Customer (CUST). For Billing, select Customer (CUST).

    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, then select attributes in the sequence you want to use for sorting.

    Audit form tab

    Use the Audit form 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 items you want in the list. Use these guidelines to specify the field values:
    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, then the relationship between the attributes is an AND relationship, meaning that an item is eligible for the list if it satisfies all the attribute values. You can specify any alphanumeric character to select an OR relationship, meaning that an item is eligible for the list if it satisfies any of the attribute values.

    See List (DSTUG).

    Note: If you need to change the Or Group field value, then 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 who meet the list's eligibility criteria, click Preview to access Customer View Preview (AR23.3).

    To view the items that meet the list's eligibility criteria, click Preview to access Query List Members (IC56.3).