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.
Taulia’s liquidity controls for dynamic discounting allow you to control the amount of working capital deployed into your Taulia Early Payment program. Liquidity limits can be used to control the size of your entire DD program, by business unit, or by the supplier and can be set to only apply at certain times of year (ex. quarter or year-end).
Each time a supplier takes an early payment, the amount of that early payment is tracked as part of that asset until the invoice reaches its maturity date, at which point it is removed.
These liquidity limits are systematically enforced, stopping suppliers from taking early payments when the limit is reached. Early payments are tracked in real-time and converted across currencies to ensure the limit is not exceeded. Each time a supplier takes an early payment, the amount of that early payment is tracked as part of that asset until the invoice reaches its maturity date, at which point it is removed. These liquidity limits are systematically enforced, stopping suppliers from taking early payments when the limit is reached. Early payments are tracked in real-time and converted across currencies to ensure the limit is not exceeded.
Liquidity Limit Example
Here is a simplified example of how the limits function:
1 - Assume a $100,000 limit is in place for a single business unit
2 - Today is January 1st
3 - A supplier takes early payment on an $80,000 invoice due February 10th
4 - Between now and February 10th, the supplier cannot take early payment on any invoice greater than $20,000
5 - On February 11th, the full $100,000 is available again
Creating a Liquidity Limit
1 - From the homepage, select Payables > Liquidity Limits
2 - Select the Add New Limit button
3 - Enter the currency and amount of the limit
Note: The limit will be applied to all invoices that fall within the constraints of this limit, regardless of their currency. The currency here is used as the baseline for tracking the asset, all invoices are converted to this currency when tracking the limit.
4 - Select which entities the limit applies to
5 - Select date restrictions:
6 - Provide a name for the liquidity limit and save it. The limit can be saved in a “Disabled” or “Enabled” state:
Viewing and Tracking Liquidity Limits
By default, the liquidity limits are all displayed in a table on the main Liquidity Limits page. In addition to viewing the attributes and constraints of the limit, you can see the current size of the limit through the progress bar. When hovering over the progress bar, a chart is displayed depicting this limit (or assets) size over time.
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.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Installation guide for Taulia add-on for SAP integration suite and managed gateway.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Vanessa, Technical Services Manager