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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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Generally Taulia standard interfaces are enough to transfer data from SAP to Taulia. As a standard, the Taulia SAP Add-On automatically pulls new or changed documents and new or changed supplier information for activated suppliers.
From time to time there may be a need to mass retransfer data from SAP to Taulia. This can be due to various causes, such as:
In such cases, a mass retransfer is needed since transferring data one-by-one through Generic Object Services (GOS) is too time consuming.
NOTE: Please exercise caution when using this function since retransferring a large volume of data can cause performance issues if not executed wisely. This transaction is not recommended for general users.
Below are the steps to retransfer multiple objects:
1 - In SAP, execute transaction /n/TAULIA/TRANSFER. The selection criteria for this utility are described below:
2 - In the selection screen, enter selection criteria for the data that needs to be retransferred, and then click Execute.
3 - A report of the selected data is generated. From the report, select the data that you want to retransfer and then click Add marked ones. Choose Yes in the pop-up window.
4 - A confirmation window will appear to confirm how many objects are scheduled for retransferred.
At this point, the action you took will trigger the retransfer of the marked documents from SAP to the Taulia Platform. These objects will be transferred with the capacity and frequency of your normal Taulia interface processes. If you marked a large volume of documents for retransfer, this could take several hours to complete.
Do I need to enter Company Code in the selection screen?
It is not mandatory to fill the company code selection, but it is advisable to do so in order to avoid long processing times and accidental selection of data from incorrect company codes.
How many lookback days should I use?
Lookback days are needed for purchase order, invoice, workflow invoice and payment documents only. Here are some suggestions for identifying a number for lookback days:
I only want to transfer data that is missing in the Taulia Platform. How do I do that?
Make sure that you checked the Exclude objects already transferred checkbox on the selection screen.
Why I can’t access this transaction in SAP?
You might not be authorized to execute this transaction. Contact your SAP authorization team or find someone else in your organization that has the authorization to do the retransfer for you.
When should I use this mass retransfer vs. Taulia Generic Object Services (GOS) retransfer?
Use mass retransfer if you need to transfer a lot of documents for specific suppliers that can be selected using a certain number of days. If you need to transfer various documents that are not specific to a certain number of days, it will be better to use the GOS retransfer to do this. You can use FBL1N with the correct selection criteria and then click on display of the invoice/payment document and retransfer using Taulia GOS.
Can I retransfer using a specific document number?
This transaction only allows selection using lookback period. Thus, you can only select on a specific document number AFTER the selection report is displayed (step 3) before marking the objects for retransfer.
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