Manually adding 1099 transactions to the Vendor settlement for 1099s in Dynamics AX

We added the functionality to Dynamics AX that now allows you to manually add transactions to the Vendor settlement for 1099’s (form) through the user interface. This new functionality enables the ability to input compensations that may be tracked externally from Dynamics AX that are required to reported.  This form is able to be restricted to control user access.


Prerequisites:

KB3019585 or a fix that has this KB encompassed.


Directions:

1. Open AX and navigate to Accounts payable > Periodic > Vendor settlement for 1099s

2. In the Vendor settlement for 1099s form, you will see a new button added called “Manual 1099 transactions”. Give it a click to open the Tax 1099 transactions (form)




Use of this form is pretty strait forward.

1. Click the new (button)

2. Add update the necessary information in the Overview and General (tabs)





John Bengson [MSFT]