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.
Account administrators and company IT can do a lot to ensure only the right people have access to their account at the Taulia Portal and possess the right privileges.
We would like to share our best practices for securing customer accounts and performing security reviews:
- Administrators should regularly review the list of users associated with the account. and reviewing each account to ensure:
- If your company has an IdP (Identity Provider), we encourage you to set up SSO (Single Sign-On) for your account. You should engage your IT team as well as Taulia Support for assistance with that. If you can’t set up SSO, then you should incorporate updated Taulia users' access into your IT off-boarding process for people who leave your company.
- While the Admin users should be kept at a minimum, we encourage you to have at least 2 Admin users, to ensure no Admin is a single point of failure.
- Install an antivirus software and keep it updated always.
- Clear your Cache memory regularly.
- Do not use the “Save Password” feature in your web browser. We do not recommend this feature.
- We encourage you to use more complex and longer passwords containing digits and special characters.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.
Easily group different suppliers for analyzing or reporting purpose.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Information on how to troubleshoot missing supplier data and transaction details such as invoices, purchase orders and payments.
Information on Taulia’s supplier deactivation policy.
Vanessa, Technical Services Manager