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CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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Taulia’s Payables Financing settings allow you to set up and control the funding types, rates, business unit restrictions, liquidity limits, and calendar settings for the payables financing programs offered to your suppliers. These settings are systematically incorporated into your suppliers’ early payment offers and CashflowTM invoice payments.
Business unit settings control the eligible supplier payment options and funding types per business unit. Within the creation of early payment offers for suppliers and the determination of CashflowTM eligibility, the business unit’s supplier payment options of the supplier will be assessed as one factor to determine which payment option may be offered for eligible invoices. (Other factors include Rate Groups, Supplier Assignment, and Liquidity Limits.)
Note that for a supplier to be eligible for Dynamic Discounting or Supply Chain Financing, the business unit of the supplier must be set to Yes for that supplier payment option, and the supplier must be assigned to a rate group with that funding type.
Editing Supplier Payment Options
1 - From the homepage, select Payables > Payables Financing
2 - From Payables Financing, select Business Unit Settings
3 - Select the checkboxes next to the business units that require an update to their supplier payment options
Supplier Payment Options include:
Note: In the table, the checkbox next to Business Unit selects all business units available in the table (based on the filters used).
4 - Select the Edit Supplier Payment Options button
5 - Choose the desired setting for each payment option for the selected business units
6 - Select to apply the changes
Business Unit Settings is one step within the setup of a Payables Financing program. See also Rate Groups and Supplier Assignment, Calendars, and Liquidity Limits.
This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.
Use Taulia portal to check if an invoice is blocked or netter for early payment.
Instructions on how to find out why an invoice is not sent as eligible for early payment.
Information about the various invoice statuses and how a supplier can see a detailed status description.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Vanessa, Technical Services Manager
