When an approved Purchase Order (PO) containing WHTs and Discounts is synced with your vendor's system as a Customer Purchase Order (CPO), Peakflo automatically matches the line item WHTs and Discounts from the PO to the CPO. This ensures that the WHTs and Discounts are accurately aligned, promoting consistency across both systems.
As in the image below, here are the WHTs and Discount details from the PO.
In this image, the WHTs and Discounts details of the PO are synced to the CPO.
Now, when the vendor creates an invoice from the CPO, the WHTs and Discount details will automatically sync from the CPO line items to the Invoice line items.
The vendor will not have the ability to modify the WHTs and Discount details in the invoice.
Once the vendor approves the invoice, it will be synced with your system as a bill. Consequently, the WHTs and Discount details from the vendor's invoice line items will also be automatically synced to the corresponding line items in your bills.
If you modify the WHTs and Discount details in the bill, like in the image below.
Then Peakflo will refresh and sync the line item WHTs and Discount from the bill to your vendor's invoice.
For further information on editing WHT on the bill and understanding how it syncs with the vendor's invoice, please check: How to sync withholding tax from bill to vendor invoice?
This process is similarly applicable to invoices generated by the vendor from a Customer Receipt Note.