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, internal clearing) ​
    • Tax codes to be sent to SAP Taulia ​

Engage your SAP Taulia representative and give them an overview of your planned usage and potential supplier volumes. Reach out to SAP Taulia Support(opens in new tab) if you do not know your SAP Taulia Representative. ​

  • Configure the invoice document type
  • Configure tax types as needed
  • Configure Signed Data for additional security
  • Setup new business partner as the funder
  • Schedule your jobs

For more details, please refer to the implementation guide(opens in new tab).

  • Work with your SAP Taulia Representative to configure the funder. Reach out to SAP Taulia Support(opens in new tab) if you do not know your SAP Taulia Representative ​
  • Login to SAP Taulia and create your financing group and assign suppliers​
  • 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.

 

  • 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 SCF 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 SCF program in SAP Taulia
  • Monitor your program performance in SAP Taulia