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.
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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.
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.
3 - On the header record of the Invoice, enter the following:
Approver – enter the email address of the contact at WEC Energy group that should approve the invoice
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.
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.
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.
10 - The Confirm Submission will display, click Submit this Invoice to confirm your submission. Once submitted, your invoice cannot be deleted or edited.
11 - A successfully submitted confirmation will display. The Invoice will now display in the My Invoices section of the portal.
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:
If you have questions about the status of your invoice, contact WEC Energy Group.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
Vanessa, Technical Services Manager