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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. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

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This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.

AR Financing Receivables Payments: 000010699

Easily view and download AR Financing payment data from the Receivables Payments page.

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

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. Does Taulia support Single Sign On (SSO) for suppliers?: 000008736

Information on Taulia’s supplier Single Sign On policy.

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