1099s

This article documents how to setup and utilize Customer Comment, Standard Comment and Order comment.

1. 1099 Box Setup
2. 1099 Type Setup
3. 1099 Vendor setup
4. 1099 Report 
   
5. 1099 Forms
6. 1099 Electronic File

1099 Box Setup

1. Navigate to Master > Payables > Vendor 1099 Box.
   
   
2. Click on the 1099 Box ID elipsis button.
   
   
   
   
   
   
3. Click on Retrieve button. 
   
   
   
   
   
   
4. The system will retrieve all existing 1099 Type ID.
   
   
   
   
   
   
5. If you need to set up a new 1099 Type ID for Miscelaneous > Type in new 1099 Box ID > Specify box number > Set up Comment/Discription for the new type ID.
   
   
   
   
   
   
6. Click Add.
   
   
7. Click Save.
   
   
8. Click Close.
   
   
   

1099 Type Setup

1. Navigate to Master > Payables > Vendor 1099 Type..
   
   
2. Click on the Insert button.
   
   
3. Type in new Comment Code.
   
   
4. Select the forms you would like this Standard Comment to be printed on. 
   
   
5. Type in Standard Comment.
   
   
   
   
   
   
6. Click Save.
   
   

7. Click Close.
   
   

1099 Vendor Setup

1. Navigate to Master > Payables > Vendor.

   
   
2. Select your Vendor > Click OK.
   
   
3. Check the 1099 Vendor check box. 
   
   
4. Set the Default 1099 Type.
   
   
5. Set the Default 1099 Box.
   
   
   

1. 
   
   
   
   
2. If the Customer Comment & Standard Comment are not being used, you can create a new Comment by start typing in the comment box.
   
   
3. Select which forms you would like this Comment to be printed on.
   
   
   
   
   
   
4. Or, you can select 1, 2 or all 3 types of Comments for your order.
   
   
   
   
   
   
5. Click Save
   
   
6. Click Close

1099 Reports

If you have selected to print comments on Order Confirmation > Navigate to Report Wizards > Order Confirmation > The comments will be printed in the Comments section at the bottom of the Order.

1099 Forms

1099 Electronic Files