Customize a System-Generated Template

System-generated templates can be customized, validated and uploaded prior to adding documentation information.  You must first follow the steps in the “Create a System-Generated Template” topic to create a system-generated template.  Navigate to the DOCUPTEM page and enter search criteria to find the system-generated template for your Transaction Code.  Select the hyperlink in the Template File Name column to open the template in Microsoft Excel.  Save the excel file on your computer with a custom file name and an .xlsx extension.

You can make customizations to system generated transaction upload templates; however, some restrictions apply:  

• The template must be in Microsoft Excel format with an .xlsx extension.

• The fields marked with an asterisk (*) sign in the spreadsheet are required/mandatory fields in Advantage; therefore, these fields cannot be removed.

• Fields that are not marked with an asterisk (*) sign in the spreadsheet can be removed.

• Field captions can be renamed; for example, Transaction Department Code can be renamed to Transaction Dept Code.

• Attribute Names cannot be changed; for example, DOC_DEPT_CD cannot be changed to DOCUMENT_DEPT_CD.

• The fields within a section can be re-ordered.

• A section cannot be deleted; for example, you cannot delete the Vendor section from the spreadsheet.

Once you have made your customizations, you must validate the excel file on the Generate/Upload Template page.  Refer to the “Validate a Customized Template” topic for more information.