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.
Note - This feature may not be available in your portal.
Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance. You can send this information to your customer by doing the following:
To add/update your company certifications, follow the steps below:
1 - Log into the portal.
2 - Go to My Details and select Certifications.
3 - If you have more than one vendor account for your customer, you will be asked to select which customer branch to add the certificate to.
4 - Click on the Add New Certification link.
5 - Enter the required details such as Certification type.
6 - Click Attach File button and navigate to where the Certificate is saved on your computer and upload the file.
7 - Click Save.
The information you upload will be reviewed by your customer. If you have additional questions, please contact your customer directly.
How does Taulia handle my company certifications?
The certification information you see in Taulia (if you have one registered with your customer) comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform that then allows you to see what certifications your customer has for your company. Some customers also allow their suppliers to update and add certifications through Taulia. The changes are then sent directly to your customer for review and approval.
I don't see the "My Details" option. What should I do?
First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view or update certifications. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.
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