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.
After a supplier enrollment invitation is triggered, the Taulia Platform will attempt to send an enrollment invitation email to the supplier with the information on file. If the Taulia Platform is unable to send this email for any reason, further processing is required in the Taulia Buyer UI. It is important to periodically check your suppliers in the Buyer UI Supplier Center to ensure proper attention is given to supplier enrollments.
On some occasions, the supplier’s email address is already used for another supplier/buyer relationship on the Taulia Platform. A new invitation will not send to the supplier when the system is unable to merge with the existing user record. This means the system matched an email address but was unable to match one of the following attributes to the existing record:
In these cases, the supplier enrollment status in the Buyer UI will be Needs Attention.
Some suppliers with Needs Attention status can be resolved using simple self-service steps. In other cases, manual intervention with Taulia Technical Services is necessary in order to complete the supplier enrollment.
Please find below instructions on how to check for info or steps to fix an issue:
1 - In the Taulia Buyer UI, select Suppliers > Supplier Center:
2 - In the Enrollment State filter, select Needs Attention.
3 - Here you will see the entire list of suppliers with Needs Attention status.
4 - The best way to address these suppliers is by downloading the full list of suppliers with this status. Click Export these results. In the pop-up screen, select Export all columns or Export visible columns.
5 - A file will download to your local computer. Open the file to see the reason for each supplier’s Needs Attention status. This can be found under the Status column of the file. The possible reasons and their resolutions are listed below:
I have fixed several suppliers with Needs Attention status. Can I re-trigger the invitation for many suppliers at the same time?
Yes. In Supplier Center you may search for all suppliers which are awaiting invitation by selecting Ready for Invitation on the Status filter. Select the checkboxes next to each supplier to whom you want to send invitations or select all using the checkbox on the header row. Click the Send Invite Email button.
Can you provide more information about how a supplier merge takes place on the Taulia Platform?
Merging occurs when there is more than one supplier account enrolled with the same email address. Taulia attempts to auto-merge suppliers enrolled with the same email by matching on specific supplier attributes. Suppliers are also able to self-merge multiple Taulia accounts if they want to combine access across multiple entities or customers. For more information on the supplier self-merge process, click here.
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.
Information on Taulia’s supplier deactivation policy.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Steps to create an announcement that all suppliers or a list of suppliers can see when they log into their Taulia account.
Explanation of how to adjust a supplier email address and resend a supplier enrollment invitation.
Vanessa, Technical Services Manager