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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.
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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 Credit Note Blocking Solution is a solution used by Taulia to group and net invoices with credit notes on the Taulia platform. Please find below how it works:
1 - Documents (both Invoices and Credit Notes) are grouped by Supplier Relation and Currency.
2 - Credit balances are summed (past due, due now and due in the future). The solution takes the total balance of credits past due, due now and due in the future and sorts all invoices NOT blocked.
3 - Invoices are sorted first by due date (in ascending order) and then by amount (low to high).
Invoices with amounts up to and just over the total balance of Credit Notes are blocked from Early Payments.
Please note that The Credit Note blocking solution will re-evaluate the invoices offered for early payment every time a new invoice or credit note comes in, a new invoice or credit note is paid, and every day as invoices or credit notes become due.
The system algorithm is as follow:
Invoices that don't have an Early Payment Request are blocked using one of the three methods based on the characteristics of the Credit Notes:
1 - Credit Note Linked To A Specific Invoice: If Taulia recognizes the linkage between a credit note and an invoice, that linkage is used as the highest priority to block the linked invoice from Early Payment.
2 - Stand-Alone Credit Note (due immediately): Invoices are sorted by due date in an ascending order, and the soonest due invoices are blocked from Early Payment until all the credit balances are "used". If there are multiple invoices with the same due date, these invoices are further sorted by amount (small to large).
3 - Future-Dated Credit Note (with a specific due date): When possible, an invoice with the exact due date of the Credit Note is blocked from Early Payment. Otherwise, the invoice with a due date immediately AFTER the Credit Note due date is blocked. If the credit balance exceeds the invoice amount, the remaining credit is used to block additional invoice(s) until the credit balance is completely "used".
4 - A re-evaluation of the invoices offered for Early Payment is triggered every time a new invoice or credit note is received, as invoices or credits become due, or an invoice and credit is paid.
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.
This article explains what happens to existing invoices in case you adjust a supplier’s Early Payment rate group in SAP. This article is applicable if you use SAP and the Taulia Dynamic Discounting solution.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Explanation of how to adjust a supplier email address and resend a supplier enrollment invitation.
Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.
Vanessa, Technical Services Manager