Customer Support - Hitachi Data Systems - How do I create a non-PO based invoice (eForm)?: 000006595

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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.

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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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Hitachi Data Systems - How do I create a non-PO based invoice (eForm)?: 000006595

Article Number: 000006595

1 - From the portal homepage, select Create Invoice.

User-added image

2 - Select Create Non-PO Invoice.

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3 - Choose the appropriate Hitachi division and click "Create Non-Po Invoice":

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4 - Enter the following invoice header information:

-Invoice Number. Use the same invoice number you use in your accounting system. It must be unique, no duplicate invoice numbers are allowed.
-Invoice Date. You must the current date, backdating is not allowed.
-Customer Contact (Your Hitachi buyer email address). Start typing and select the right one from the dropdown list that will appear. If the email you need is not in the list, please, contact Hitachi.

User-added image

5 - Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice. You have to select the line item type from the dropdown list. If the line item is for Service, the price will always show "1", and you should edit the "Quantity" field in order to set the desired amount. International suppliers must select the Tax Type for each line item.

Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.

6 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. You can also add items like Freight or Insurance.

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7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.

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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?

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Hitachi Data Systems - How do I create a non-PO based invoice (eForm)?: 000006595

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