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.
Invoices can be rejected by your customer for many different reasons. The most important part is knowing as soon as your invoice is rejected and the reasons why so you can make corrective changes. It is important to understand that the process to review/approve/reject invoices is owned by your customer. Taulia is not part of the approval process but Taulia allows you to see the rejection status in real-time so you can quickly take action.
You can check the invoice rejection reason by doing the following:
1 - Find the invoice in question in the My invoices section of the platform. Hover your mouse over the word "Rejected" to see the sub-status* of the invoice, if available.
*If there is no reason provided, you must contact your customer.
2 - Read the sub-status of the invoice to see why your invoice was rejected or voided.
3 - If you do not see a reason why your invoice is rejected/voided, please contact your customer.
My invoice was rejected. What should I do next?
What to do next after an invoice is rejected depends on the rejection reason. Your customer may leave a reason why your invoice is rejected, incomplete, or voided. If your customer added a rejection reason, hover your mouse over the invoice status to see the sub-status. If the reason provided by your customer is too vague, contact your customer to get a better understanding of the rejection reason.
For example, if the rejection reason provided by your customer shows something similar to "duplicate invoice", work with your customer to understand why they are seeing a duplicate invoice. Another example is if an invoice is rejected because of reasons around "missing/incomplete information", you can re-submit the invoice and provide the missing information. For assurance, you can contact your customer to confirm what your next action should be. Unfortunately, Taulia cannot provide you a list of possible rejection reasons as this is entirely controlled by your customer.
Do I need to create a new invoice after my invoice is rejected?
It depends on the reason why your invoice was rejected. You have the choice to create a new invoice if you know what to fix. If the rejection reason is unclear, contact your customer first.
I don't see a rejection reason. What should I do?
If a rejection reason is not provided, please contact your customer directly to understand why your invoice was rejected. Knowing the reason why your invoice was rejected should be used as a beacon to understand how to proceed.
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.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Installation guide for Taulia add-on for SAP integration suite and managed gateway.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Vanessa, Technical Services Manager