Changes 1099 Values in Check Request module
When I was running our 1099's for the 2017 CY all of our vendors were defaulted to box 7. As indicated below from Skyward I would need to un-check the box when I am looking at check requests. This is not a great option for us as we are not a PO district and I would have to edit every check request to un-check the 1099 box as the system auto checks this box because we have 1099 information setup.
The program is working as it is intended. If you go the Web AP Check Requests Submit Add. If you hover over the 1099 button in the check request screen; you will see a tool-tip stating 'Does this amount need to be reported on the vendor's 1099 form? This amount will appear in the 1099 Box 7- Nonemployee compensation amount field'.
These flags can be changed during the 1099 process using the Mass Change 1099M Type on AP invoice detail utility in Step 2 of the 1099 process. I know you already manually fixed them.
When you enter the invoices directly under Accounts Payable Invoice Entry (on the Web); those vendors pull the 1099 default type in with what is on the Vendor Profile.
Programming suggested any changes to how 1099 values are currently assigned in the Check Requests module would require an RFE (request for enhancement).
It would be ideal to have the correct box tied to the invoices as it is marked in the 1099 information that we enter in the system.
Example: Vendor Profile > 1099> 1099M Default type is MEDIC (this is Box 6)
but this defaults to box 7 when running the 1099's. Skyward is telling me to run another process to change this but I'm saying just have it default to the correct box in the first place.
Diane Austin
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