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[Andrea DelGrosso (Maynord)]

As it is 1099 season, we were running our reports and verifying our numbers and we discovered that if we issued a payment in 2015  but then reversed the payment and reissued it as a different method of payment in 2016, the invoice is showing up in both the 2015 and 2016 1099 transactions. Has anyone else discovered this? And if so, how did you fix it and/or identify all the duplicate 1099 transactions per vendor.

For our particular issue, if we issued a payment with a method of payment “PAYMODE CHECK” in 2015 and then reversed the check because the vendor had not received it and reissued the check in 2016 with a method of payment “CHECK” that invoice is showing up in both years as a 1099 transaction. 

Any words of wisdom or advice would be greatly appreciated!

Thank you,
Andrea DelGrosso
AP Manager
Regal Entertainment Group  

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Andrea DelGrosso (Maynord)
Senior Accountant
Regal Entertainment Group
Knoxville TN
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[Stacy Black]

Hi Andrea,

You can modify the 1099 amount in the vendor record by going to the Action bar> Tax information> Vendor settlement for 1099.  Select the correct date range and then select the Vendor 1099 transactions.  Within this form you can change the reportable amount to $0.00.

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Stacy Black
Senior Functional Consultant
mcaConnect
Denver CO
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[Andrea DelGrosso (Maynord)]

Thanks Stacy, for the response! 
We have been fixing them manually just as you explain, but with over 3,000 1099s going out it is proving difficult to check them each one manually and make the change manually. 
Do you know if this is a bug somewhere within the system, or maybe a job that we can run to automatically update these transactions to not duplicate across years? 

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Andrea DelGrosso (Maynord)
AP Manager
Regal Entertainment Group
Knoxville TN
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[Jody Cronk]

Hello –
We’re having a different reporting problem but are looking for the same solution.  In our case if a vendor was paid via a PO and the PO had multiple lines it pulls each of those lines at the total check amount.  For example, a PO with 4 lines at $1000 each results in a payment to the vendor of $4000.  The 1099 report then pulls $4000 for each of the 4 lines and inflates the reported total to $16,000.  This can be fixed manually by going to the Vendor > Functions > Update 1099 giving it the date range and checking the boxes for Update All and Recalculate existing 1099 amounts (we’re on AX 2009).  Then the report will pull each line at $1,000.  So, we are also looking for a job or function to perform this fix on all vendors at once instead of each one individually.

Thanks ~

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Jody Cronk
Inventory Accountant
Sutphen Corporation
Amlin OH
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[Sandra Ha]

Hi Jody,

 We came across the same issue and discovered that it was impossible to update all from within AX. You will have to automate the process using your own resources such as a developer to update the 1099 amounts for all the vendors at once.  This is something we have not done, but are considering.

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Sandra Ha
Senior Business Analyst
Houston First Corporation
Houston TX
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