Dynamics GP
Dynamics GP
Organizer:
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1099 Vendor Information
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1099 Vendor Information
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Good evening GPUG Community,When you flag someone as a miscellaneous vendor, does the system retroactively look back for payments within the year in question or does it only know to look forward from the date that the information is put in?
If the above is true, I would assume that we would have to go in and manually plug in the payments.
Is there a function to have the system look back or do we need to input the payments manually?
I look forward to your response.
Thank you.
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Jim Stasio
Hicks Nurseries Inc.
Westbury NY
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Under Purchasing –> Cards –> 1099 Details you can update the 1099 amounts by month or year for a vendor you identify later.
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Leah Nolan
Financial Systems Analyst
Med Fusion
Lewisville TX
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Thank you for your help.
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Jim Stasio
Hicks Nurseries Inc.
Westbury NY
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it does not retroactively look back. You would be able to run a utility on each individual vendor. If in the Trasaction>>Purchansing>>Edit 1099 Transactions has a lot then you can run the utility under Routine. I wrote a blog post with screenshots that goes over the utility>>https://straightforwardgp.tech.blog/2017/01/21/change-a-vendor-to-a-1099-vendor-in-microsoft-dynamics-gp/
Do not run the Utility against all vendors as it will update 1099 vendors and non-1099 vendors. I usually recommend one at a time. After running the utility I usually recommend going into Trasaction>>Purchansing>>Edit 1099 Transactions to check all the transactions to make sure that they all changed.
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Samantha Boden
Vertical Solutions
Pittsburgh PA
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I appreciate your help with this matter, I will be sure to edit each vendor individually.
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Jim Stasio
Hicks Nurseries Inc.
Westbury NY
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Here is a query that pulls the 1099 data for validation. Notice it is hardcoded for 2016.
I create a SmartList from it.SET ANSI_NULLS ON
GOSET QUOTED_IDENTIFIER OFF
GOif exists (select * from sys.views
where name = ‘_1099_Reconcile’
and schema_id = schema_ID(‘dbo’))
drop view [dbo].[_1099_Reconcile]
goCREATE VIEW [dbo].[_1099_Reconcile] AS
—— Created Jan 8 2017
select
v.VENDORID Vendor_ID,
v.VENDNAME Vendor_Name,
v.TXIDNMBR Tax_ID,
v.ADDRESS1 Address_1,
v.ADDRESS2 Address_2,
v.CITY City,
v.[STATE] [State],
v.ZIPCODE Zip,
case v.PHNUMBR1
when ” then ”
when ‘00000000000000’ then ”
else left(v.PHNUMBR1,3) + ‘-‘
+ substring(v.PHNUMBR1,4,3)
+ ‘-‘ + substring(v.PHNUMBR1,7,4)
+ case substring(v.PHNUMBR1,11,4)
when ‘0000’ then ”
else ‘ Ext ‘ + substring(v.PHNUMBR1,11,4) end
end Phone,
case TEN99TYPE
when 1 then ‘Not a 1099 Vendor’
when 2 then ‘Dividend’
when 3 then ‘Interest’
when 4 then ‘Miscellaneous’
when 5 then ‘Withholding’
end [1099_Type],
coalesce(hp.Pmts,0) + coalesce(op.Pmts,0) Total_Payments,
coalesce (Ten99PaidAmt.Ten99PeriodPaidAmt,0) as Payment_Summary,
coalesce (Ten99Amt.Ten99PeriodSumAmt,0) as PeriodSummaryAmt_1099,
coalesce (Ten99PaidAmt.Ten99PeriodPaidAmt,0)-coalesce (Ten99Amt.Ten99PeriodSumAmt,0) as Not1099ed
from PM00200 vleft outer join
(select VENDORID ,sum(VT.TEN99ALIF) Ten99PeriodSumAmt
from PM00202 VT
where VT.HISTTYPE = 0
and VT.year1 = 2016
Group by VT.VENDORID ) Ten99Amt
on V.VENDORID = Ten99Amt.VENDORIDleft outer join
(select VENDORID ,sum(VT2.AMTPDLIF) Ten99PeriodPaidAmt
from PM00202 VT2
where VT2.HISTTYPE = 0
and VT2.year1 = 2016
Group by VT2.VENDORID ) Ten99PaidAmt
on V.VENDORID = Ten99PaidAmt.VENDORIDleft outer join
(select VENDORID, sum(DOCAMNT) Pmts
from PM30200
where DOCTYPE = 6 and VOIDED = 0
and year(DOCDATE) = 2016
group by VENDORID) hp –historical pmts
on v.VENDORID = hp.VENDORID
left outer join
(select VENDORID, sum(DOCAMNT) Pmts
from PM20000
where DOCTYPE = 6 and VOIDED = 0
and year(DOCDATE) = 2016
group by VENDORID) op –open payments
on v.VENDORID = op.VENDORID
where v.TEN99TYPE <> 1
and coalesce(hp.Pmts,0) + coalesce(op.Pmts,0) <> 0GO
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Don Pugh
GP Consultant
Sandon Associates
Woodside CA
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You can run the 1099 Modifier tool in the PSTL in order to pick up the transactions that were done before the vendor was marked as a 1099 vendor.
Leslie——————————
Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
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