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SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
Occasionally, you must refresh your SAP system to include an update, a data migration, or some other reason. When you refresh your SAP system, you must also refresh the Taulia SAP Add-On. The Taulia program must be refreshed to prevent data synchronization errors.
For customers who have implemented Taulia's Supply Chain Finance (SCF), this guide will call out any specific requirements and procedures needed to refresh SCF systems.
Requirements for System Refresh
You must meet the following requirements before you can perform a Taulia system refresh:
Refreshing a QA or test environment will cancel any ongoing tests. After the system has been refreshed, all testing scenarios must be redone. Contact your Taulia project manager before you refresh any system where testing might be ongoing.
Refreshing the Taulia SAP Add-On
The following process will refresh the Taulia SAP Add-On program. Use this procedure only after your SAP system has been stopped but prior to the system being refreshed.
To refresh the Taulia SAP Add-On follow the steps below:
1 - Stop the Scheduler:
2 - Contact Taulia Support at https://support.taulia.com/ and include the system name to be refreshed.
3 - Go to Transaction SE38 and execute the following program: /TAULIA/CT_POD_LOG_CLEAN_UP:
4 - After your SAP refresh is complete, run the /TAULIA/BS_SYS_REFRESH as a background job by selecting sy-batch = X in the execution options of the program.
5 - Please note that table /TAULIA/BS_CDUMP should be with no entries before the Scheduler is started. To be deleted with /TAULIA/CT_POD_LOG_CLEAN_UP, it needs the link between table /TAULIA/TPODX and /TAULIA/BS_CDUMP to determine what entries to remove from table /TAULIA/BS_CDUMP. It is common in non-productive systems that the link between table /TAULIA/TPODX and /TAULIA/BS_CDUMP gets lost during a refresh. Therefore, If you see entries in /TAULIA/BS_CDUMP after you have run the refresh program, please follow the steps below:
6 - Please check if you have entries in table /TAULIA/DD_TNROL.
7 - For SCF-enabled systems, navigate to STRUST and export the Taulia certificate to Taulia using the same email thread you used to start the system refresh process.
NOTE: Your digital signature may have a different name. If the Taulia Digital Signature folder is not apparent, refer to the Taulia Enhanced Discounting for SAP Guide for more information.
8 - After you have received a response from Taulia stating that a new supplier Portal and buyer account has been created for the refreshed system, re-initialize the Scheduler by navigating to Transaction /n/TAULIA/SCHEDULE and click on “Start Dispatcher”.
9 - Reply to Taulia to confirm that your Scheduler has successfully restarted.
10 - For each job that you initialize, check the scheduled jobs in /n/TAULIA/SCHEDULE to see if the data has been correctly initialized.
11 - Confirm with Taulia Support that the process is working correctly.
Post Refresh Tasks
1 - After the refresh, the following non-transportable configurations must be reapplied:
2 - Any suppliers that are needed for testing must be invited and enrolled again. Send a message to Taulia requesting an email whitelist to enroll these suppliers.
SCF Early Payment groups should be created and assigned in the Taulia Portal. Contact Taulia Support for additional assistance.
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.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
If you are not able to find a PO in the portal, please contact your customer.
Use the email notification settings feature to manage your email notifications.
Use the "Send Message" option to quickly contact your customer through the portal!