1099 Vendor History

Form ID: (AP405000)

Note: This form is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to view 1099 year information for a particular 1099 vendor. The form shows the amounts, split by 1099 boxes, paid to the vendor in the selected calendar year.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
1099-MISC Year Summary A summary of the 1099 year (1099-MISC), which opens on the 1099 Year Summary (AP654000) report
1099-NEC Year Summary A summary of the 1099 year (1099-NEC), which opens on the 1099 Year Summary report
1099 Year Details The list of all 1099 vendors and the related payment documents, which opens on the 1099 Year Details (AP654500) report

Selection Area

In this area, you can select the open 1099 year and the vendor for which you want to view information in the table.

Element Description
Vendor

The vendor for which you want to view information, by its ID.

The list of values may be limited as follows:

  • If a branch is selected in the Branch box, a vendor is listed (and available for selection) if the Restrict Visibility To box on the Financial tab of the Vendors (AP303000) form is empty or contains this branch or the company of this branch.
  • If the Branch box is empty, a vendor is listed (and available for selection) if one of the following is true:
    • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
    • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
    Note: These visibility restrictions are applicable only if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form.
1099 Year The 1099 year for which you want to view information. A 1099 year is a calendar year during which information on 1099 payments was collected.
Company/Branch

The company or branch for which you want to view information. By default, the current company or branch is selected.

Table

The table contains the list of 1099 form boxes and their amounts accumulated over the year for the selected 1099 vendor.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
1099 Box The code of the 1099 box in the 1099-MISC form, the 1099-NEC form, or both forms.
Description The description of the 1099 box, which reflects the type of 1099 payments.
Amount The year-to-date amount of this type of payments paid to the selected vendor.