Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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.

Home /

Support Topic

WEC Energy Group - Creating an invoice against '491' series purchase orders.: 000008580

Article Number: 000008580

This article describes how to create an invoice against '491' series POs in the portal. These POs begin with a '491'.

1 - From the home screen, click on My POs.

2 - A list of POs available will be displayed. Use the search feature to narrow down your PO search. Once you find the PO, click on the action menu then select Create Invoice.

User-added image

3 - On the header record of the Invoice, enter the following:

  • Invoice Number

  • Supply date

  • Approver – enter the email address of the contact at WEC Energy group that should approve the invoice


User-added image


4 - From the Line Items section, you will then see the line items included in the PO.

  • If needed, change the value in the Quantity field. The line total will calculate based on the quantity and unit price for each item. 

  • Do not edit the Unit Price. If you have questions regarding the price, contact your buyer.


You can also remove a line by clicking 'X' on the line you want to remove.  

Note - Removal of the line will only remove it from the invoice you are entering; it will not permanently remove it from the Purchase Order. For multiple lines, you can click Select All and uncheck the lines you want to keep, then click Remove Selected.

User-added image

5 - Freight can be added, by clicking on the drop-down menu under Additional Items and selecting Freight and then clicking Add.

  • Enter the Amount of the freight charge.


User-added image

6 - In the Comments field, enter comments about the work order information or any other pertinent information about the invoice.

7 - An attachment can be added by clicking Upload Attachment. Use this to attach a copy of your invoice.

8 - The Invoice will automatically calculate the Subtotal and Invoice Amount based on the quantity, unit prices and freight entered.

9 - Click Submit Invoice to send the invoice to the WEC Energy Group SAP system.

User-added image

10 - The Confirm Submission will display, click Submit this Invoice to confirm your submission. Once submitted, your invoice cannot be deleted or edited.

User-added image

11 - A successfully submitted confirmation will display. The Invoice will now display in the My Invoices section of the portal.

User-added image
User-added image

12 - You can monitor the status of your invoice through the My Invoices section of the portal. Your invoice may have one of the following statuses below:

User-added image

If you have questions about the status of your invoice, contact WEC Energy Group.

 


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

Q. How can I add or remove users in the Buyer UI?: 000008765

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.

Q. How to retransfer a purchase order (PO) from SAP to the Taulia portal?: 000010696

Instruction on how to retransfer a PO from SAP to the Taulia portal.

Payment Analytics Dashboard User Guide.: 000010708

Information and instructions on how to use Payment Analytics Dashboard.

Q. How can I deactivate a supplier or a list of suppliers?: 000008755

Information on Taulia’s supplier deactivation policy.

Taulia Add-on for SAP integration suite, managed gateway SP03 Release Notes: 000010707

Summary of the Service Pack 03 version of the Taulia Add-on.

Still can’t find what you’re looking for? Contact Support

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It