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Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

Article Number: 000003608

Note - This feature may not be available in your portal.

When viewing POs, invoices or payments in the portal, the default view is All Customers. This means if there are multiple branches/locations, the search result in the portal will be a mix of both. Use the Advanced Search feature to further narrow down your results.

  • Branch - Vendor number codes that are created by your customer for the business unit they work within your company​.
  • Customer - Business entities that your customer has enrolled your company in to transact with. These are also known as "company codes".

 

To search for POs by branch: 

1 - Log into the portal.

2 - Select your customer.


3 - Select My POs from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option. Not all customers will have items on this list. 

6 - Select Search.


To search for invoices by branch:

1 - Log into the portal.

2 - Select your customer.


3 - Select My Invoices from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option. Not all customers will have items on this list. 

6 - Select Search.


To search for payments by branch:

1 - Log into the portal.

2 - Select your customer.


3 - Select My Payments from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option as your search criteria. Not all customers will have items on this list.​

You can also use the other search filters:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released


6 - Select Search.


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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 do I retransfer data in bulk from SAP to Taulia?: 000008750

Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.

Q. How are my suppliers notified of changes to their purchase orders?: 000008751

Taulia has a feature that notifies suppliers of what has been changed by highlighting certain fields. Suppliers also get email notifications of these changes. This article describes how Taulia’s purchase order change notification feature behaves.

Q. How do I remove a supplier from my Early Payment program in SAP?: 000008749

Instructions to deactivate Early Payment offers for a supplier.

Q. How can I pull log files for the Taulia POD?: 000008757

Explanation of how to pull log files for the Taulia POD service.

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

Information on Taulia’s supplier deactivation policy.

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