Upload Trade Operation Charges Using a Spreadsheet

You can use a spreadsheet to make bulk data updates to an existing trade operation. You can perform add, edit, and delete operations to update the charge information for these areas:

  • Landed cost charges

  • Landed cost charge references

  • Landed cost-related charges

The ADF Desktop Integrator is a prerequisite for capturing charges in a spreadsheet, and can be installed from the Tools section of the Navigator menu.

To capture trade operation charges using a spreadsheet:

  1. In the Receipt Accounting work area, click Capture Trade Operation Charges in Spreadsheet.

    This downloads the CaptureCharges spreadsheet.

  2. Open the spreadsheet.

    A pop-up message prompts if you want to connect to an application. Click Yes, and enter your sign-on credentials.

  3. On the Capture Charges tab, search for the trade operation to be updated. The spreadsheet is populated with the charge lines and corresponding trade operation data from the result set.

  4. Perform the edit, add, or delete operations as required.

    The Changed column is automatically updated with a change indicator icon to confirm the rows that have been modified.

  5. Repeat the above steps for any changes required on the Capture Charge References tab and the Capture Related Charges tab.

  6. Click Upload to apply your changes.