Taulia experience center
CUSTOMER SUPPORT SERVICES
There are settings and configurations located on the Taulia platform that affect the behavior of the platform for your suppliers. If you want to make changes to those settings, you should contact Taulia Technical Services describing the changes. Some changes can be completed quickly while others may require additional requirements gathering, testing, and can incur an implementation fee.
Please notify Taulia Technical Services a minimum of (5) business days before you intend to perform the SAP system refresh. Please provide the SAP system ID to be refreshed and (if applicable) the XMLRPC user ID configured in the POD.
Please check your ERP system to ensure that a duplicate document does not exist. If you do not find a duplicate document, please contact Taulia Technical Services for assistance.
We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.
If your supplier has selected a new Admin for their account, they can send an invitation in the User Manager to the new admin. If the supplier did not appoint a secondary admin, please advise the supplier to contact Taulia Technical Services to assign a new admin. Note, Technical Services will require the new admin to authenticate themselves prior to being added to the account.
There are a couple scenarios which can cause your supplier to not receive their invitation, whether it is a delay in the email being received or even an issue with the email address. Please log into the Supplier Center in the Taulia Buyer UI and search for suppliers with Needs Attention in the Status filter. Here you can drill down to additional error types for resolution.
Taulia is unable to “un-invite” a supplier but there are self service options you may consider. You may log into the Supplier Center in the Taulia Buyer UI and edit the invited emails to invalid dummy emails to further prevent enrollment. If there are a large number of suppliers, you may correct this action in SAP by adding the suppliers to the Taulia blocklist.
There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.
Log into the Supplier Center in the Taulia Buyer UI. Select Enrolled in the Status filter and search to see the list. If you do not have access to this feature, contact your Taulia administrator.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
The Taulia platform generates email notifications against certain activities from your account. You might receive an email notification when there is a new PO available if there is a new payment when there is an offer to get paid early and more! The good news is that you can control most of the email notifications that come from Taulia. The only ones you can't control are notification types necessary to the operations of your account.
You can manage your email notifications by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to User Action Menu > Notifications from the top right menu.
3 - You will see the Notifications Preferences section where you can manage your email notifications. The available notifications you see are the email types* you can control:
*available email types depend on the features available to you on the platform
Email Setting Definitions:
Some options may not be available. Setting availability depends on your customer.
4 - Choose the email notification to activate/deactivate.
If you use the portal for more than one customer or you have multiple supplier accounts from your customer, you can also opt in/out of email notifications from each of the supplier branches/accounts you have:
1 - From the Notifications Preferences page, you will see a list of your customers.
2 - Select the customer you want to manage the email notifications for. You will then see what branches within your customer you have access to:
3 - Choose to activate/deactivate the email notifications from each branch. If you turn off the notification from the branch section, you will not receive any notification emails for that branch based on the settings you have from the Notifications Preferences section. For example, if you have a New Purchase Order notification disabled, you will not be notified if there is a new purchase order from the customer branch you disabled.
If you have other questions or issues related to email notifications, please contact Taulia Support.
I disabled all my email setting options but I am still receiving notifications. Why?
There are email notifications that you cannot control/disable for as long as your account is active. These are email notifications that are important to your account. Some samples of the email notification types you can't disable are:
What email notifications should I enable?
You should enable email notifications based on your needs. If you work in fulfillment, you may want to have New Purchase Order notifications enabled. If you work in AR, you may want to have Invoice Rejected notifications enabled. The email notification types available to you in the platform depend on the features your customer offers through Taulia.
Do I need to do anything when I receive an email notification?
The purpose of the email notifications is to inform you of the activities in your account. You have the choice to disable these notifications. What you do with certain email notifications depends on your customer's business processes. For example, some customers deliver POs through Taulia for invoicing purposes only. This means suppliers don't fulfill new PO notifications they receive through Taulia. On the other hand, some customers use Taulia for fulfillment and invoicing purposes. Suppliers use Taulia to get notified of new POs and use Taulia to electronically invoice against a PO.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
Vanessa, Technical Services Manager