1099 Types

Modified on Tue, 29 Jan 2019 11:23 by Freddy Donovan — Categorized as: Accounts Payable , Rule Maintenance

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   General Information
   Rule Setup – Text Fields
   Rule Setup – Number Fields
   Rule Setup – Logic Fields

General Information¶

Default Menu Location Maintain >> System >> Rule Maintenance

Function The 1099 Types rule controls the valid 1099 reporting types for use in the Accounts Payable system. The Vendor 1099 Type is set in the vendor's Remit To attribute record. The 1099 Types rule also controls the 1099 form associated with each type, and the 1099 box where the amount will display.

1099 Types Rule Maintenance screen

Rule Setup – Text Fields¶

Type: Enter the 1099 Type name that will display in all 1099 Type drop-downs. A maximum of 30 characters are allowed but not all 30 characters may display in all drop-downs.

Code: Assign a unique two-character code for each type.

Form: Specify the base form name associated with each 1099 type. The form names are system defined. Consult with your Implementation Consultant for the appropriate form name.

Rule Setup – Number Fields¶

1099 Form Box: Indicate the box number on the associated 1099 form to display the 1099 type's dollar amount.

Number per Page: Indicate how many 1099 forms should be produced on each page.

1096 Form Box: Indicate the box number on the associated 1096 Summary form to check for the associated 1099 type.

Rule Setup – Logic Fields¶

Default: Check the default box for one of the 1099 types to prompt it as the default 1099 Type when loading the Print 1099 screen.