1. Setup and configure

This step is critical and needs to be completed to properly activate your SAP Taulia solution. Complete the tasks outlined below.

  • Accounts Payable will define: Document types to be sent to SAP Taulia (invoice document type, down payment and internal clearing)
  • Tax Exemption Reasons​
  • Tax codes to be sent to SAP Taulia​

  • Configure transfer documents
  • Configure tax code filters
  • Dynamic Discounting (DD) Credit Note Posting Settings
  • Setup new payment term
  • Schedule your job

For more details, see the implementation guide(opens in new tab).

  • Login to SAP Taulia and create your rate groups and assign suppliers to start seeing early payments​
  • Find additional details on how to create groups here(opens in new tab) ​

2. Validate

Verify your SAP Taulia configuration to ensure it meets your business requirements and is working as expected. This is critical for identifying and resolving issues before you rollout to your organization. Complete the task outlined below.

 

  • In order to validate the setup, you should find a friendly supplier to complete a small transaction for early payment​
  • Create a small invoice (i.e $5), invite the supplier to SAP Taulia and ask the supplier to take early payment on the invoice​
  • Contact SAP Taulia Support for any additional questions or to use SAP Taulia as a supplier​

 

3. Rollout

Launch SAP Taulia and monitor its performance to ensure a smooth transition from development to end-user rollout. Complete the tasks outlined below.

  • Start your campaign
  • Invite all suppliers to SAP Taulia
  • Assign suppliers to your Dynamc Discounting program in SAP Taulia​
  • Monitor your program performance in SAP Taulia