1099 Types - TYPE1099 Rule
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General Information
Default Menu Location: Maintain > System > Rule Maintenance
Rule Name: TYPE1099
Function: The 1099 Types rule defines the valid 1099 reporting types used in Accounts Payable. It also controls the form associated with each type and the form box where the amount will display.
A vendor's 1099 Type is assigned in the vendor's Remit To attribute record.
Common Uses
- Maintain Available 1099 Types - Define the names and codes available in 1099 Type dropdowns.
- Configure Form Settings - Associate a reporting type with its form, box numbers, and number of forms per page.
- Set the Default Reporting Type - Choose the type that defaults when opening the Print 1099 screen.
Before You Begin
- Consult your Implementation Consultant for the appropriate system-defined form name.
- Identify the form and box settings required for the reporting type being configured.
- Use a unique two-character code for each type.
- Remember that defining a type in this rule and assigning it to a vendor are separate tasks. Vendor assignments are maintained in the Remit To attribute record.
Fields / Options
Text Fields
| Field / Option | Description | When to Use |
|---|---|---|
| Type | The name displayed in 1099 Type dropdowns. A maximum of 30 characters is allowed, but some dropdowns may not display all 30 characters. | Enter a recognizable name when adding or maintaining a reporting type. |
| Code | A unique two-character code identifying the type. | Assign a distinct code to each reporting type. |
| Form | The base form name associated with the type. Form names are system defined. | Enter the appropriate form name provided by your Implementation Consultant. |
Number Fields
| Field / Option | Description | When to Use |
|---|---|---|
| 1099 Form Box | The box number on the associated 1099 form where the type's dollar amount will display. | Set when configuring the type's placement on the associated 1099 form. |
| Number per Page | The number of 1099 forms produced on each page. | Set to match the form layout being used. |
| 1096 Form Box | The box number on the associated 1096 Summary form to check for this 1099 type. | Set when configuring the type's corresponding 1096 Summary form selection. |
Logic Fields
| Field / Option | Description | When to Use |
|---|---|---|
| Default | Makes the selected type the default 1099 Type when loading the Print 1099 screen. | Check for the one reporting type that should default on the Print 1099 screen. |
How to Use
- Open Maintain > System > Rule Maintenance.
- Select the TYPE1099 rule.
- Add or select the rule detail for the 1099 type you want to configure.
- Enter or review the Type, unique two-character Code, and system-defined Form name.
- Enter or review 1099 Form Box, Number per Page, and 1096 Form Box.
- If this type should default on the Print 1099 screen, check Default. Use this setting for one type.
- Save the rule detail.
To assign a configured type to a vendor, open the vendor's Remit To attribute record and select the appropriate 1099 Type.
Expected Results
- The configured Type name is available in 1099 Type dropdowns.
- The rule associates the type with the specified form and box settings.
- The type marked Default is selected by default when loading the Print 1099 screen.
- A vendor's assigned type is maintained in the vendor's Remit To attribute record.
After saving, review the type in the applicable dropdown and confirm that the Print 1099 screen loads the intended default.
Best Practices
- Use clear type names, keeping in mind that some dropdowns may truncate longer names.
- Preserve the unique two-character code requirement.
- Confirm system-defined form names with your Implementation Consultant.
- Review the form and box settings together so they correspond to the intended reporting type.