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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Microsoft Dynamics 201...
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Answered

Microsoft Dynamics 2018. Running 1099, why does it pull up numbers from previous years?

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Posted on by Lajgig 20

Hi, I am using GP 2018. I am attempting to run a 1099 report for 01/01/19 - 12/31/2019.

Under smartlist, I'd go to 1099 invoices, under search definition one I'd keep it as 1099 type, not equal to, Not a 1099 vendor. Now under columns is where I get lost. There is an option to chose 1099 YTD. However, when I chose this option, it would pull out a vendors entire 1099 amount for past previous years. As far as I can see, there is no option for me to only have it pull out numbers for a specific date range.

There is also the 1099 Amount LYR and 1099 Amount LIFE options. But they seem to do the same.

What am I doing wrong?

Thank you,

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Microsoft Dynamics GP
I have the same question (0)
  • Richard Wheeler Profile Picture
    Richard Wheeler 75,850 Moderator on at

    Did you go through the AP  year-end procedures for 2018? If not try going to Tools->Utilities->Purchasing->Reconcile and reconcile 2019. That should correct the 1099 numbers for 2019.

  • Lajgig Profile Picture
    Lajgig 20 on at

    Thank you for helping.

    After purchasing the three options I see are:  Updated 1099 info, Vendor Combiner and Modifier, and Enhance payment.

    I assume its under Update 1099 info but after that it gets confusing.

  • Lajgig Profile Picture
    Lajgig 20 on at

    I've also noticed that the 1099 Amount has no values where as the 1099 Amount YTD does have values. The 1099 Amount YTD has the amount that totals all of the vendors previous years.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,850 Moderator on at

    If you click Calendar Year it will light up the 1099 options. Most likely you want to click All Amounts and then click the Process button.

  • Lajgig Profile Picture
    Lajgig 20 on at

    Thank you Richard, would you mind pointing out where the Calendar year option is at? This is where I am at.

    https://imgur.com/a/EwIjO4k

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,850 Moderator on at

    Tools->Utilities->Purchasing->Reconcile it is on the left hand side of the screen.

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