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Hitachi Data Systems - How do I create a non-PO based invoice (eForm)?: 000006595

Article Number: 000006595
1 - From the portal homepage, select Create Invoice.

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2 - Select Create Non-PO Invoice.

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3 - Choose the appropriate Hitachi division and click "Create Non-Po Invoice":

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4 - Enter the following invoice header information:

-Invoice Number. Use the same invoice number you use in your accounting system. It must be unique, no duplicate invoice numbers are allowed. 
-Invoice Date. You must the current date, backdating is not allowed.
-Customer Contact (Your Hitachi buyer email address). Start typing and select the right one from the dropdown list that will appear. If the email you need is not in the list, please, contact Hitachi.

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5 - Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice. You have to select the line item type from the dropdown list. If the line item is for Service, the price will always show "1", and you should edit the "Quantity" field in order to set the desired amount. International suppliers must select the Tax Type for each line item.


Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.

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6 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. You can also add items like Freight or Insurance. 

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7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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