Win Order List Plan Example

The task below shows an example of a typical List Plan to determine who wins what items. Specific configuration requirements vary across customers and industries. Use the steps below to obtain a general idea of how to configure a Win Order List Plan to use in one of the example auction tasks provided.

A List Plan may contain one or more Rules, List Targets, Lists, and List Chains.

Follow the five step process below to configure a Win Order List Plan.

First, create the Rules:
Win Order Rule
  1. Go to Setup > Rules > Rule.
  2. Click Add.
  3. In Name*, label the Rule. For example, Win Order.
  4. Click the Base Rule tab.
  5. In Base Rule, select Auction Item Numbers.
  6. In Arguments, leave the default settings as is.
  7. In From, enter 01/01/1900.
  8. In Through, enter NOW
  9. Click Save.
Win Order List Target
  1. Go to Setup > Rules > List Target.
  2. Click Add.
  3. In Name*, label the List Target. For example, Win Order List Target.
  4. In Work Code, select Regular Duty or equivalent.
  5. In Rules, click Add > Qualified if.
  6. In Rule*, select the Win Order Rule previously created.
  7. Click Save.
Win Order List
  1. Go to Setup > Rules > List.
  2. Click Add.
  3. In Name*, label the List. For example, Win Order List.
  4. In Execution Context, select Bidding.
  5. In List Targets, select the Win Order List Target.
  6. In Rules, Click Add > Sort...
  7. In Rule, select Win Order Rule > click Ascending.
  8. Leave the remaining default settings as is.
  9. Leave the remaining default settings as is.
  10. Click Save.
Bidders List Chain
  1. Go to Setup > Rules > List Chain.
  2. Click Add.
  3. In Name*, label the List Chain. For example, Win Order List Chain.
  4. In Abbreviation, enter an abbreviation for this List Chain.
  5. In Execution Context, select Bidding.
  6. In List*, select the Win Order List.
  7. Click Save.
Bidders List Plan
  1. Go to Setup > Rules > List Plan.
  2. Click Add.
  3. In Name*, label the List Plan. For example, Bidders List Plan.
  4. In Execution Context, select Bidding.
  5. In Work Code > Assigned, select the Regular Duty work code or equivalent for this example.
  6. In Default List Chain, select the Win Order List Chain.
  7. Click Save.
Parent topic: Setup Bidding