1099 Form Types

1099 Form Types allow customers to differentiate various 1099 types and which 1099 forms to use (1099-MISC, 1099-NEC, 1099-DIV) during Purchase Order entry. Once the form types have been created, they may be added to Vendor master records in order to act as the default when new Purchase Orders for this Vendor are created. If the Vendor does not have a default 1099 Form Type, users may select one manually during Purchase Order entry, either on the order header or individual purchase order lines. Note that the "1099 Required" flag on the Purchase Order must be checked for the Field Name to be displayed on the order.

System Navigation

• Purchasing > Maintenance > 1099 Form Types

Edit 1099 Form Type form

Opened via the "New" or "Modify" buttons on the 1099 Form Types form.

Field/Flag	Description
Name	Name for the 1099 Form Type, which must be unique.
Field Name	The system name of the 1099 Form Type user field that will be used in the system. Once the user enters a value in the "Name" field and tabs to this field, the system will create a default field name. If desired, users may change the default. We recommend using the letter "u" at the beginning of user fields. Spaces and special characters are not allowed in the field name.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, this will be the default 1099 Form Type selected on forms throughout the system that contain a "1099 Form Type" field. Users may override the default if necessary.