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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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Occasionally, you must refresh your SAP system to include an update, a data migration, or some other reason. When you refresh your SAP system, you must also refresh the Taulia SAP Add-On. The Taulia program must be refreshed to prevent data synchronization errors.
For customers who have implemented Taulia's Supply Chain Finance (SCF), this guide will call out any specific requirements and procedures needed to refresh SCF systems.
Requirements for System Refresh
You must meet the following requirements before you can perform a Taulia system refresh:
Refreshing a QA or test environment will cancel any ongoing tests. After the system has been refreshed, all testing scenarios must be redone. Contact your Taulia project manager before you refresh any system where testing might be ongoing.
Refreshing the Taulia SAP Add-On
The following process will refresh the Taulia SAP Add-On program. Use this procedure only after your SAP system has been stopped but prior to the system being refreshed.
To refresh the Taulia SAP Add-On follow the steps below:
1 - Stop the Scheduler:
2 - Contact Taulia Support at https://support.taulia.com/ and include the system name to be refreshed.
3 - Go to Transaction SE38 and execute the following program: /TAULIA/CT_POD_LOG_CLEAN_UP:
4 - After your SAP refresh is complete, run the /TAULIA/BS_SYS_REFRESH as a background job by selecting sy-batch = X in the execution options of the program.
5 - Please note that table /TAULIA/BS_CDUMP should be with no entries before the Scheduler is started. To be deleted with /TAULIA/CT_POD_LOG_CLEAN_UP, it needs the link between table /TAULIA/TPODX and /TAULIA/BS_CDUMP to determine what entries to remove from table /TAULIA/BS_CDUMP. It is common in non-productive systems that the link between table /TAULIA/TPODX and /TAULIA/BS_CDUMP gets lost during a refresh. Therefore, If you see entries in /TAULIA/BS_CDUMP after you have run the refresh program, please follow the steps below:
6 - Please check if you have entries in table /TAULIA/DD_TNROL.
7 - For SCF-enabled systems, navigate to STRUST and export the Taulia certificate to Taulia using the same email thread you used to start the system refresh process.
NOTE: Your digital signature may have a different name. If the Taulia Digital Signature folder is not apparent, refer to the Taulia Enhanced Discounting for SAP Guide for more information.
8 - After you have received a response from Taulia stating that a new supplier Portal and buyer account has been created for the refreshed system, re-initialize the Scheduler by navigating to Transaction /n/TAULIA/SCHEDULE and click on “Start Dispatcher”.
9 - Reply to Taulia to confirm that your Scheduler has successfully restarted.
10 - For each job that you initialize, check the scheduled jobs in /n/TAULIA/SCHEDULE to see if the data has been correctly initialized.
11 - Confirm with Taulia Support that the process is working correctly.
Post Refresh Tasks
1 - After the refresh, the following non-transportable configurations must be reapplied:
2 - Any suppliers that are needed for testing must be invited and enrolled again. Send a message to Taulia requesting an email whitelist to enroll these suppliers.
SCF Early Payment groups should be created and assigned in the Taulia Portal. Contact Taulia Support for additional assistance.
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