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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 My POs from the quick access icons.

3 - Select Advanced Search.

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

5 - Select Search.


To search for invoices by branch:

1 - Log into the portal.

2 - Select My Invoices from the quick access icons.

3 - Select Advanced Search.

User-added image

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

5 - Select Search.


To search for payments by branch:

1 - Log into the portal.

2 - Select My Payments from the quick access icons.

3 - Select Advanced Search.

User-added image

4 - 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


5 - Select Search.

 


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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.

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