Hi!
We have been using GP for about 3 years now. The first 2 years we did manual 1099s at year-end. In 2020 we made sure that all of our vendors had EINs and were marked appropriately as a 1099 candidate. In 2020 we did not use GP to print them, still used the manual process. The year-end is closed as of 2.25.2021. However, when we try to run the 1099 list, a lot of the vendors have a zero balance. We are not sure what we did and why this won't work. Something that may be causing us the issue is that we use Smart Connect to import data from Concur to GP. During that process we don't tell GP that they are 1099 eligible....our vendor record has that information.
Thanks for your help in advance.
Kate
Hi Kate-
In addition to the awesome assistance from Nicole about using the 1099 utility, here's something with your SmartConnect map.
When you enter transactions through the GP client for 1099 vendors, these other fields in the Payables Transaction Work table get populated:
UN1099AM (same amount as document amount)
TEN99AMNT (same amount as document amount)
TEN99TYPE (this is defaulting to 5 for 1099-NEC vendors)
TEN99BOXNUMBER (this is defaulting to 1)
Make sure you are mapping these fields in your SmartConnect map too -- if they're not getting populated automatically. It would be best to try this out in a test company to see if it fills in all the appropriate 1099 fields in the PM10000 table.
Joe
Hi KateP9,
Thank you for your post.
I appreciate the additional info about the Smart Connect import from Concur to GP as this is possibly the cause. What I would suggest is running the Update 1099 Information Utility. I have listed below instructions that can be found in the help file on this.
To modify 1099 information for a range of vendors and transactions:
Update Vendor
From
To
Changes
1099 type
another 1099 type
The 1099 Box Number information is changed on the vendor record.
Transaction information is unchanged.
Update 1099 Transactions
Transaction information is changed,
Vendor information is unchanged
Update Vendor and 1099 Transactions
Vendor records in the range are updated with the new tax type and 1099 box number.
All work, open, and historical 1099 transactions are updated with the new type.
Not a 1099 Vendor
Vendor records are updated with the new tax type.
On existing invoices, credit memos and returns, the purchase amount minus any trade discount amount appears in the 1099 Amount field.
On unapplied credit memos or returns, the 1099 type is updated using the 1099 type assigned to the vendor.
On applied credit memos or returns, the 1099 type is updated using the 1099 type on the invoice.
Existing transactions are changed to non-1099 transactions and the 1099 amount is cleared on payables debit documents, credit memos and returns for unposted, posted and historical transactions.
Please give this a try in a test company and let us know the outcome when available.
I appreciate your time and look forward to your feedback.
Best Regards,Nicole SuttonSupport EngineerMicrosoft Dynamics
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