1099 Forms

1099 forms are used to report the income of independent contractors or Vendors. Vendors requiring a 1099 form in Deacom must be identified accordingly, either on the Vendor record or individual Purchase Orders. This is done via the "1099 Required" flag and the "1099 Form Type" field on the Vendor's Order Defaults tab, the Purchase Order's Misc 2 tab, and on the Purchase Order Line's General tab. 

System Navigation

  • Accounting > 1099 Forms

1099 Forms pre-filter

Field/Flag

Description

Print

Opens the Copies To Print form and allows the user to print the required forms per the pre-filters selected.

Modify layout

Opens the Form Layout editor for the 1099 print layout so you can adjust the report before printing.

Start/End Date

Indicates the date range for which to gather the forms.

Form type

Limits which vendors are included based on their 1099 form type (MISC or NEC). Select All to include every applicable type, 1099 MISC for miscellaneous income, or 1099 NEC for non-employee compensation. The print layout used for the run follows the form types present in the result set.

Vendor

Filters the forms to print for the Vendor selected.

Facility

Filters the forms to print for Vendors with the Facility selected on their Order Defaults tab.

Facility Group

Filters the forms to print for Vendors with Facilities on their Order Defaults tab that belong to the selected Facility Group.

Currency

Defines the Currency in which the forms will print.

Minimum Amount

Defines the minimum amount a form must be at or exceed in order to print.

Sort Field

Determines what field the generated list will be sorted by. Options are City, State, Tax Id, Total Due, and Vendor Name.

Sort Type

Determines if the list will be sorted in ascending or descending order.

Note: All fields in the Vendor master table (dmvend), as well as all Vendor User-Defined Fields are available in the custom criteria section of the 1099 Forms pre-filter.

Custom Criteria

The majority of pre-filters throughout the system contain a custom criteria option. In classic versions, the custom criteria section is displayed as a series of search boxes at the bottom of the pre-filter. In web versions, the custom criteria section is displayed once users click the "+" sign at the bottom of the pre-filter.

Custom criteria allows users to search using fields not normally found on the pre-filter form. For example, when using the Sales > Order Reporting pre-filter, the custom criteria section can be used to search fields contained on the Bill-to or Ship-to records.

Edit Custom Criteria form

Field

Description

Logical

Options are "And" and "Or". Allows users to filter based on resulting criteria. "And" indicates all criteria must be meet in order to return results on the report. If set to "Or", indicates it is optional that the data be returned.

Table

Select from a list a applicable tables. The table presented depend on the pre-filter being used. For example, if using a Sales > Order Reporting pre-filter typical tables to choose from would include Bill to companies, Ship to companies, Sales order header, and sales order lines. 

Field

Options depend on the Table chosen above.

  • Example: If a user input the field "Unit Weight" then "<" as the Operator and "25" as the Value, the search will yield results with a Unit Weight less than 25.

Not

Works in connection with the Operator field below and, if checked, will not include the criteria specified in the value field.

Operator

Defines what operator the system will use when filtering results. Options are: <, <+, <>, =, >, >

=, Contains, Is Empty.

Value

Defines the value that will be filtered on when the search is performed. Will use units applicable to the selected Field.

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