Transaction Upload Templates

Advantage allows you to upload transactions to Advantage by uploading spreadsheets that have been populated with required information.  The spreadsheets populated must come from system-generated templates or from customized templates that have been validated and uploaded to the Transaction Upload Template (DOCUPTEM) page.  For information on uploading transactions to Advantage using a template that has been added to the Transaction Upload Template page, refer to the “Transaction Upload Spreadsheets” section in the CGI Advantage Transactions User Guide. This feature supports row level filtering.

Refer to the following topics in this user guide for additional information: