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January 11, 2018

Sage 300 CRE: How do I manually edit 1099 amounts for AP Vendors?

Description

If you use versions prior to the 2013 year-end update, follow these directions to manually correct tipsTricks.gif1099 amounts for Accounts Payable vendors.

If your version is 9.8, 12.1, or 13.1, apply the 2013 year-end update and then use the Recalculate 1099 totals tool to quickly update your vendor and your prefix 1099 totals. See the attachment for information on using this tool.

 

Resolution

Create a backup of your entire data folder before you change any 1099 totals.

To edit 1099 totals for a vendor if you do not maintain 1099 totals by General Ledger prefix:

Note: User must be a Sage Administrator to complete the following process.

  1. Turn on Audit setup activity. See the link below "How do I use Audit setup activity?" for more information.
  2. From the Setup menu, select Vendors. If you are prompted to print an audit report, click Start.
  3. Select your vendor, press ENTER twice, and then click the 1099 Settings tab.
  4. Verify the Vendor receives a Form 1099 check box is selected.
  5. In the 1099 Amount Paid row, enter the correct amounts in the This Year, Last Year and Next Year boxes.
  6. Click Save.
  7. Repeat steps 3-6 for each vendor with an incorrect 1099 total.
  8. Click Close.
  9. Turn off Audit setup activity.

    To edit 1099 totals if you do maintain 1099 totals per General Ledger prefix:

Note: User must be a Sage Administrator to complete the following process.

  1. Turn on Audit setup activity. See the link below "How do I use Audit setup activity?" for more information.
  2. From the Setup menu, select Vendors. If you are prompted to print an audit report, click Start.
  3. Select your vendor, press ENTER twice, and then click the 1099 Settings tab.
  4. Verify the Vendor receives a Form 1099 check box is selected
  5. Repeat steps 3-4 for each vendor with an incorrect 1099 total.
  6. Click Save, and then click Close.
  7. From the Tools menu, select Maintain Prefix Totals. If you are prompted to print an audit report, click Start.
  8. Select a GL prefix and Vendor.
  9. Press ENTER on your keyboard, click OK to the Must set Prefix level message, click Next, and then
  10. press ENTER on your keyboard.
  11. Click OK to the message that appears.
  12. In the 1099 Amount Paid column, enter the correct amounts in the Year-to-date, Last year, and Next year boxes.
  13. Click Save.
  14. Repeat steps 8-12 to edit the incorrect vendor totals for each prefix.
  15. Click Close.
  16. Turn off Audit setup activity.
  • If you need to add 1099 totals for a new vendor, first set up the vendor in Accounts Payable (Setup,

Vendors), and then edit the new vendor's 1099 totals using the appropriate instructions above.

  • If you do not know the correct 1099 totals for each vendor, select the link below "My 1099 totals are

incorrect in Accounts Payable" for more information on how to determine the correct 1099 vendor

totals.

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