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.
It sometimes happens that a supplier loses access to the only account that they have enrolled on the Taulia supplier portal. Now you can add a new user to the supplier record either one by one or at bulk using a CSV file. Please find below instructions on how to add a new admin user:
Adding individual users:
1 - Log into the Taulia Buyer UI with your buyer admin account, at https://login.na1prd.taulia.com/login (NA platform) or https://login.eu1prd.taulia.com/login (EU platform).
2 - Click on Suppliers > Supplier Center
3 - Please select the Supplier Name or Supplier Number and the UI will guide you towards an overview of the supplier data on Taulia.
4 - Please select the exact supplier.
5 - Click on Add a Contact and enter email, first name, and last name. You can just Save the contact or save and send an invite to the new user by clicking on the respective buttons.
Adding multiple users for different vendors at once using a CSV file:
1 - Log into the Taulia Buyer UI with your buyer admin account.
2 - Click on Suppliers > Supplier Center.
3 - Please select Upload Contacts
4 - Download the template, enter the needed contacts and upload the file.
The fields in the file:
|SupplierNumber_Required||Enter the existing vendor number already enrolled Make sure to add leading zeroes to make the vendor number 10 long. You can do this in Excel by starting the field value with a ',|
|EmailAddress||Email address for the new supplier admin|
|FirstName||First name for the new supplier admin|
|LastName||Last name for the new supplier admin|
|Role||Set to Admin|
|Note: The first row (header) is used to read the csv and needs to remain in the csv.||Just a note|
5 - The results will show if the uploaded records were processed correctly or not.
If any records are Ignored you can check why by downloading the detailed results.
6 - Search the supplier in the Supplier Center and click on the supplier name to open up the supplier details.
7 - At the bottom of the screen, find the added supplier user and click on the Invite button on the right.
Steps to create an announcement that all suppliers or a list of suppliers can see when they log into their Taulia account.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
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 the standard way credit notes are handled on the Taulia platform for buyers set on the standard credit note blocking solution.
Describes the process to keep the Taulia Platform in sync with non-production environments of SAP (Development or Quality).
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