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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.
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There may be situations where you wish to remove a supplier from your Taulia EP program. Perhaps you have renegotiated terms with the supplier; or maybe you no longer wish to offer the benefits of your Working Capital solutions to a particular supplier. In any case, you can remove a supplier from your program by removing them from an active Early Payment group in SAP.
Deactivate a supplier from your EP program in SAP by doing the following:
1 - From the Taulia SAP Add-On, enter transaction code /n/TAULIA/EPASSIGN. If your EP groups are configured at the company code level, you will be prompted to enter the paying company code of the supplier.
2 - If you have a default EP group configured, there should also be an inactive EP group. This is the group used for deactivating Early Payments. This will appear with a red indicator on the left side of the screen.
3 - Specify the supplier number in the Vendor search field on the right and click Select to pull up the supplier.
4 - Highlight the row of the supplier and click Assign then double-click the inactive EP group. You may also drag and drop the supplier into the inactive EP group on the left.
5 - Click the Save button.
The supplier is now deactivated and will no longer receive EP offers on new invoices. This action will automatically trigger the removal of EP offers for historical invoices by retransferring their eligibility to the Taulia Platform. This may take several minutes to complete, depending on the volume of historical documents and your data transfer settings.
IMPORTANT! Please know that the above procedure is very resource-intensive and should be applied only in the cases of removing one or two suppliers. If you apply it to a group of suppliers it will likely cause errors including short dumps in your SAP system and time outs on Taulia side. Therefore, if you plan to remove multiple suppliers, please contact Taulia Support for assistance.
Why can’t I access this transaction in SAP?
You might not be authorized to execute the EP Group Assignment transaction. Contact your SAP security team or find someone else in your organization who has the authorization to assign suppliers to EP groups.
My supplier’s Early Payment offers are being auto-accepted and they want to opt out of this. Should I remove this supplier from the program?
Please advise your supplier to disable CashFlow within their Taulia account. This way, they can remain on the program and continue to opt-in for Early Payments on an as-needed basis.
How can I deactivate a supplier’s access to the Taulia Platform?
Generally, Taulia does not deactivate supplier accounts. Suppliers are entitled to see their historical data based on the Terms & Conditions they agree to when they register for their account. If there is a need to deactivate a supplier’s access, please contact Taulia Technical Services to evaluate the possibilities.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.
Information on how to troubleshoot missing supplier data and transaction details such as invoices, purchase orders and payments.
Explanation of how to adjust a supplier email address and resend a supplier enrollment invitation.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
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.
Vanessa, Technical Services Manager