D. Come aggiungo o disattivo gli account degli utenti? (IT): 000003398

MOST VIEWED FAQ

Q. How to see invoices currently netted against outstanding credit notes?: 000010712

Q. How do I retransfer data in bulk from SAP to Taulia?: 000008750

Q. Why are my AR Financing invoices not available for early payment?: 000010710

Q. How do I see why an invoice is not sent as available for early payment?: 000010709

AR Financing Receivables Payments: 000010699

AR Financing Receivables Invoice Upload: 000010700

Quick tips and tidbits

I want to make changes to our Taulia settings and/or configuration, what should I do?

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.

I want to refresh my SAP environment. What should I know?

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.

There is a duplicate document within the Platform which I am not expecting. What should I do?

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.

I want to upgrade my Taulia Business Exchange Version, who can I contact?

We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.

My supplier Admin has left the company and a new Admin needs access, what should I advise the supplier?

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.

I invited a supplier to the Platform but they are not seeing the invite, what does that mean?

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.

I mistakenly invited a user, how do I uninvite them? What if it is a large number of suppliers?

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.

My supplier cannot see a Purchase Order in the Platform but I can see it in SAP. What is causing this?

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.

How can I get a list of enrolled suppliers?

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.

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D. Come aggiungo o disattivo gli account degli utenti? (IT): 000003398

Article Number: 000003398

Nota: Se sei l’Amministratore e vuoi cancellare/chiudere il tuo account Taulia, contatta il team AP del tuo cliente.

Solo gli utenti con diritti di Amministratore possono creare un nuovo utente:

1- Accedi alla pagina Home del portale

2 - Vai su Impostazioni > Gestione Utente (barra del menu in alto a destra)

3 - Nella schermata Crea Nuovo Utente, aggiungi Email, Nome e Cognome del nuovo utente e scegli il Ruolo (vedi la lista di posizioni qui in basso)

4 - Clicca su Crea Utente

Verrà inviata una email al nuovo utente, contenente l’invito ad iscriversi al portale.

Nota - Se hai bisogno di Inviare un nuovo invito, Disattivare l’account di un utente o Riattivare l’account di un utente puoi farlo nella colonna Azioni selezionando :

La tabella in basso elenca i diritti associati ai diversi ruoli degli utenti:

Nota: Tutti gli utenti possono approvare un’offerta di pagamento anticipato tranne quelli con ruolo di Sola Lettura.

Still can’t find what you’re looking for?

Contact Support

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Vanessa, Technical Services Manager

Taulia experience center

For Supplier Support services, visit support.taulia.com

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Quick tips and tidbits

I want to make changes to our Taulia settings and/or configuration, what should I do?

I want to refresh my SAP environment. What should I know?

There is a duplicate document within the Platform which I am not expecting. What should I do?

I want to upgrade my Taulia Business Exchange Version, who can I contact?

My supplier Admin has left the company and a new Admin needs access, what should I advise the supplier?

I invited a supplier to the Platform but they are not seeing the invite, what does that mean?

I mistakenly invited a user, how do I uninvite them? What if it is a large number of suppliers?

My supplier cannot see a Purchase Order in the Platform but I can see it in SAP. What is causing this?

How can I get a list of enrolled suppliers?

What’s happening at Taulia?

Browse the video library

(SAP) Onboarding Suppliers

(SAP) Managing Early Payment Groups

(SAP) Supplier Invitation Email Management

What is Taulia

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D. Come aggiungo o disattivo gli account degli utenti? (IT): 000003398

Article Number: 000003398

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