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.