Automatic list example

This example shows how you could create an automatic list that lets you group accounting units by the region in which they are located.

  1. Create this user attribute:
    Name: REGION
    Object type: Accounting Unit (ACCTU)
    Element: Alpha 9
    Values:

    NORTHWEST

    CENTRAL

    SOUTHEAST
  2. For each accounting unit that is located in the northwestern region, add the value NORTHWESTto the attribute REGION for the accounting unit on Accounting Units-Accounts (GL20.1).
  3. Create a list named NORTHWEST (for accounting units located in the northwestern region) with this attribute value range:
    REGION: From NORTHWEST To NORTHWEST

    Preview the list to verify that the appropriate accounting units are selected.

  4. Select the NORTHWEST list on reports or inquiries to include only accounting units located in the northwestern region.