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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.
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The invitation for enrollment in Taulia is always sent to suppliers via email. A supplier may not receive this email for various reasons. Sometimes the supplier accidentally deletes the email, cannot find it in his/her inbox, or it lands in their Spam folder . Perhaps there is a typo in the email address or the identified recipient no longer works in the supplier’s organization. Whatever the reason, Taulia has a mechanism to resend the invitation. The email address can also be adjusted if needed.
Instructions to check for info or steps to fix an issue
After the initial supplier invitation is triggered, you can no longer make adjustments to the supplier email or resend an invitation from your ERP system. Instead, you should log in to the Taulia Buyer UI to correct/resend the enrollment invitation.
You can resend the invitation to a supplier by doing the following:
1 - In the Taulia Buyer UI, select Suppliers > Supplier Center:
2 - Enter search criteria such as supplier number, email address or invitation date to identify the supplier. Click Search to pull up your supplier.
3 - The email to which the invitation was sent is displayed under Admin Email. Validate that this is the correct recipient for the enrollment invitation and that there are no typos. If you need to change this email address, skip to step 6.
4 - To resend the enrollment invitation to the same email listed under Admin Email, select the checkbox next to the supplier name and click Send Invite Email:
5 - A success message stating that the invitation was sent will appear in a green box below the supplier information.
6 - If the enrollment invitation needs to be resent to a different email address, click the supplier name to drill into the supplier details. Hover over the icon under Actions in the Users section and select Edit Email Address:
7 - Enter the new or corrected email address for the invitation recipient under New Email Address in the pop-up window and click Submit:
8 - You still need to trigger the invitation to the new email address. Hover over the icon under Actions in the Users section and select Resend Invite Email.
9 - A success message stating that the invitation was resent will appear in a green box above the supplier details.
The supplier should receive the new invitation within 15 minutes. If needed, please check with your supplier to confirm the invitation was received. You may also suggest that the supplier check their spam folder.
Supplier users with status Active have already created an account and logged in to the supplier portal. For these users, you will neither be able to adjust the email nor resend their invitation email. The icons will be greyed out and the checkbox next to the supplier name cannot be selected.
Generally, the supplier’s admin user is responsible for creating additional users within the supplier domain. If a supplier’s admin user has already activated their account but has left the organization and there are no alternative administrators for the account, contact Taulia Technical Services to request a new admin user for your supplier.
Why can’t I see all of the features shown in the steps above?
You may not have authorization to resend enrollment invitations. Only Taulia Buyer UI users with Admin, User or Supplier Launch + Search roles have access to resend supplier enrollment invitations and adjust invitation email addresses. Please contact your Taulia Buyer UI administrator to perform the above procedure.
Can I resend several invitations at the same time?
Yes. You may search for all suppliers which have been invited but have not yet enrolled by selecting Invited on the Status filter. Select the checkboxes next to each supplier to whom you want to resend invitations or select all using the checkbox in the header row. Click the Send Invite Email button:
Are any reminders sent to a supplier after the invitation is resent?
If the supplier does not activate their account, the system automatically generates a follow-up email every 7 days, until a total of 4 emails are sent. <Link to Enrollment Emails Article>
What happens if the supplier name is empty?
If the Supplier Name field is empty on the Taulia Platform, the invitation process cannot proceed further. Address and supplier name information need to be successfully transferred to Taulia for a proper invitation to be generated. You can try to resend the supplier record from your ERP so that it will update. If that does not work, you can contact Taulia Technical Services for additional information.
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