NDUS System Information Technology Services

Financial Systems

Campus 1099 Reporting Training Manual 2012

Calendar Year (CY) 2012 Important Dates and Deadlines............................................................................1

Overview.....................................................................................................................................................3

User Productivity Kit....................................................................................................................................3

1099 Reporting Calendar Year Activities.....................................................................................................5

Vendor Record 1099 Setup and Maintenance.........................................................................................5

Voucher Requirements to Enable 1099 Reporting......................................................................................8

Voucher Examples - 1099 Reportable or Non-Reportable Invoice Lines..................................................9

A Voucher example containing 1 invoice line – the invoice line is not 1099 reportable..................9

A Voucher example containing 3 invoice lines – all invoice lines are 1099 reportable....................9

A Voucher example containing 2 invoice lines – one 1099 reportable and one non-reportable...10

Voucher Example - 1099 Reportable Amounts......................................................................................11

A Voucher example containing 1 invoice line – split 1099 reporting amount................................11

Voucher Example - 1099 Withholding Classes.......................................................................................12

A Voucher example containing 1 invoice line – changing withholding class..................................12

Reporting/Queries/Inquiry........................................................................................................................13

Withhold Mismatch Request.................................................................................................................13

Queries..................................................................................................................................................16

NDU_AP67_VCHR_BY_VNDR_CF (AP Vouchers by Vendor and CF)..............................................16

NDU_AP76_1099_PMT_DETAIL (Detail List of 1099 Payments)....................................................17

NDU_AP77_1099_LINES (1099 Report Information).....................................................................17

NDU_AP78_1099_EMP_OR_HRMS_VNDR (1099 Info for Empl & HRMS Vndr)............................17

NDU_GL53 VOUCHERS_FOR_ACCOUNT (Vouchers paid under a given acct)................................18

Inquiry...................................................................................................................................................19

How to Resolve Withholding Paycycle Exceptions.....................................................................................20

How to Correct 1099 Reporting Transactions............................................................................................21

What Not To Do When Correcting 1099 Reporting.......................................................................21

Update VoucherLine Withholding.....................................................................................................23

Adjust Withholding – Correct Amount..............................................................................................25

Adjust Withholding – Correct Withholding Class...............................................................................27

Correcting a 1099-MISC Copy B after IRS e-File Processing.......................................................................30

Troubleshooting........................................................................................................................................31

1099 Reportable Vendor Record Default Jurisdiction – No Rows Selected...........................................31

1099 Reportable Vendor Record Default Jurisdiction – Multiple Rows Selected...................................32

Calendar Year (CY) 2012 Important Dates and Deadlines

Although 1099 reporting updates and corrections are made throughout the calendar year, the vendor 1099-MISC Copy B and the IRS e-file require specific deadlines. The table below provides 1099 reporting activities and dates as guidelines to meet the deadlines.

CY 2012 1099 Important Dates and DeadlinesDuring Calendar Year Campus Responsibility:

Complete 1099 cleanup as outlined within this document.

January 22, 2013 (Tuesday)

Campus Responsibility:

1099 cleanup must be complete by end of day.

January 24, 2013 (Thursday)

NDUS System Information Technology Services Responsibility:

1099-MISC Copy Bs processed and PDF file emailed to each campus.

January 24, 2013throughJanuary 31, 2013

Campus Responsibility:

Print 1099-MISC Copy Bs.

January 31, 2013 (Thursday)

Campus Responsibility:

The 1099-MISC Copy Bs must be mailed and postmarked by end of day.

February 1, 2013throughMarch 25, 2013

Campus Responsibility:

Submit help desk tickets to request printing of updated or new 1099-MISC Copy Bs.

March 27, 2013(Wednesday)

NDUS System Information Technology Services Responsibility:

Submit the IRS electronic 1099 file by end of day.

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Overview This document provides 1099 vendor setup, withholding maintenance/corrections, and 1099 reporting instructions for the Oracle PeopleSoft Financial Systems module. These tasks are the responsibility of the 11 campuses, the North Dakota University System Office and System Information Technology Services.

The IRS publishes federal 1099 reporting requirements at http://www.irs.gov/.

During the calendar year (CY), 1099 reporting transactions can be maintained in several ways as described within this document.

User Productivity KitThroughout the document, reference is made to User Productivity Kit (UPK) for additional help. Access to UPK is available online by using the Help link located on any Oracle PeopleSoft Financial Systems production page.

Click the Main Player tab:

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As shown below, when the + symbol is clicked the module expands to include several lesson sub modules. This document refers to Module 3: Lessons ST 3.1 and ST 3.2 topics and Module 4: ST Lesson 4.3. Click on a selected topic to view content.

When the topic opens in UPK, several options including See It!, Try It!, Know It?, Do It!, and Print It! are available. Click on an option to view the content.

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1099 Reporting Calendar Year Activities

Vendor Record 1099 Setup and MaintenanceThis section of the document is for Vendor Maintenance Representatives (VMRs) that have been granted security access for Vendor Setup and Maintenance.

Refer to the How to Add a New Vendor training manual located on the https://helpdesk.ndus.edu website for instructions to add a new vendor record.

The following explains how to setup a vendor to enable 1099 reporting.

Navigation: Vendors > Vendor Information > Add/Update > Vendor > Add a New Value tab.

When the Withholding checkbox on the vendor record Identifying Information tab is checked, the Withholding link will appear when creating a voucher.

The Identifying Information tab is displayed:

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Click the Address tab:

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Click the Location tab: Click the 1099 link.

Withholding Vendor Information

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o In the section:o *Entity - Enter or select “IRS”.o *Type - Enter or select “1099”.o *Jurisdiction - Enter or select “FED”.o *Default Jurisdiction - Select this check box to make this the default class in

vouchers.o *Default Class - Click on the magnifying glass to select the appropriate withholding

class.IMPORTANT: The classes set up here will be the only available options that will display when entering vouchers.o *1099 Status - “RPT” will default.

o In the section:o *Entity - Enter “IRS”.

o Note: When this field is populated, only required IRS fields will remain. o *Address - Enter or select the address number to utilize for mailing the 1099.IMPORTANT: Ensure this field does not point to the address that says CHOOSE THE CORRECT LOCATION or CHOOSE LOCATION.o Tin Type - Enter or select “S” for social security number or “F” for federal employer

identification number.o Taxpayer Identification Number - Enter the TIN without any hyphens or spaces.

o To add multiple withholding classes, click the button in the 1099 Information section.o Note: If multiple withholding classes are defined, the Default Jurisdiction check box must be

checked on one withholding class only.

o Click OK, then click Save.

The 1099 vendor record setup, to allow for 1099-MISC reporting, is complete.

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Voucher Requirements to Enable 1099 ReportingThis section explains how to appropriately create a voucher with/without 1099-MISC Copy B reporting.

When processing a voucher for a vendor with the withholding checkbox unchecked, a Withholding link does not appear on the voucher Invoice Information tab.

When processing a voucher for a vendor with the withholding checkbox checked, a Withholding link appears on the voucher Invoice Information tab.

On the voucher Invoice Information tab, click the Withholding link to verify 1099 reporting information.

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Voucher Examples - 1099 Reportable or Non-Reportable Invoice Lines

A Voucher example containing 1 invoice line – the invoice line is not 1099 reportableIn the following example, withholding information does not apply to the voucher payment. To remove withholding from this voucher, deselect the Withholding Applicable and Applicable check boxes.

Please refer to UPK: o ST Lesson 3.1, ST 3.1.4 ‘How to Remove Withholding in Voucher’.

IMPORTANT: If the vendor record is setup for withholding, but payments to this vendor are not 1099 reportable, please contact the campus VMR and request additional research to possibly deselect the Withholding check box on the vendor record Identifying Information tab.

A Voucher example containing 3 invoice lines – all invoice lines are 1099 reportable.In the following example, three voucher lines were entered. A withholding line exists for each voucher line. As shown below, each Invoice Line Withholding Information line # corresponds to the Invoice Information tab invoice line #.

Verify the Withholding Applicable and Applicable check boxes are checked and the correct Class is selected on all invoice lines that are 1099 reportable. No amounts need to be entered, as the reporting amounts will be system generated from the invoice line amount.

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A Voucher example containing 2 invoice lines – one 1099 reportable and one non-reportableA voucher with 1099 reportable on only a portion of the total invoice can also be entered as two or more invoice lines. To apply withholding to only one of the invoice lines, ensure that the Withholding Applicable and Applicable check boxes are selected on the 1099 reportable line. The invoice line with no reporting applies when the Withholding Applicable and Applicable check boxes are deselected.

In the following example, two voucher invoice lines were entered; voucher line 1 is 1099 reportable and voucher line 2 is non-reportable. On the Withholding Information page, Invoice Line Withhold Information, Line 1 has Withholding Applicable and Applicable selected and Line 2 has Withholding Applicable and Applicable deselected.

Please refer to UPK: o ST Lesson 3.1, ST 3.1.7 ‘Reportable & Nonreportable – Using Two Invoice Lines’.

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Voucher Example - 1099 Reportable Amounts

A Voucher example containing 1 invoice line – split 1099 reporting amountA voucher invoice line amount with a portion as 1099 reportable is entered on the voucher Withholding link, Withholding Information page in the Withholding Basis Amt Override field.

In the following example a voucher invoice line has an Extended Amount of 1,000.00 which requires 1099 reporting in the amount of 600.00.

On the Withholding Information page, enter 600.00 in the Withholding Basis Amt Override box.

Please refer to UPK: o ST Lesson 3.1, ST 3.1.6 ‘Reportable & Nonreportable – Using the Override Field’.

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Voucher Example - 1099 Withholding Classes

A Voucher example containing 1 invoice line – changing withholding class

A reportable class can be selected on the Withholding Information page. On the Withholding Details section, click the Class magnifying glass. Select the desired Withholding Class.

If the appropriate class is not available, please contact the campus VMR to add the 1099 Class on the vendor record. When the vendor record has been updated, the Search Results will display the requested class.

Once the Class is selected the Withholding Information page returns. Click the Back to Invoice link.

Please refer to UPK:o ST Lesson 3.1, ST 3.1.5 ‘Selecting Correct Withholding Class’.

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Reporting/Queries/InquiryOnce each report/query in this section has been run and analyzed, please refer to the How to Correct 1099 Reporting Transactions section for information regarding how to process withholding corrections.

Withhold Mismatch RequestThe Crystal (PDF) report APY9010 provides 1099 reportable vendors and associated business unit voucher reportable or non-reportable invoice lines for a specified date range.

It is highly recommended to run this report throughout the calendar year to correct voucher invoice line 1099 reporting. This report provides all voucher lines associated with a withholding vendor within the selected date range for reportable or non-reportable 1099 withholding.

Navigation: Vendors > 1099/Global Withholding > General Reports > Wthd Voucher/Vendor Mismatch.

The following run control setup provides the report for the time period selected.Click Run.

Process Scheduler Request: Select the Mismatch Report.Click OK.

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Return to the Process Monitor. When the Run Status is Success and Posted, click the Process Name: MISMTCH link.

On the Process Detail page, click the APY9010- Success link.

Click the View Log/Trace link.

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Click the PDF file.

Report ID: APY9010 will be displayed.

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Action: if the reporting on a voucher invoice line and the vendor is not accurate, then voucher lines can be updated by using the Update VoucherLine Withholding process.

QueriesThe following 5 queries will help maintain accurate 1099 reporting.

Navigation: Reporting Tools > Query > Query Viewer.

NDU_AP67_VCHR_BY_VNDR_CF (AP Vouchers by Vendor and CF)Purpose: This query lists the selected vendor transactions according to prompt criteria.

The withholding payments can be viewed for correct 1099 reporting amounts and includes all the chartfield information by vendor.

NDU_AP76_1099_PMT_DETAIL (Detail List of 1099 Payments)Purpose: This query lists all 1099 voucher line transactions made to 1099 reportable vendors for the calendar year.

Business Unit: Enter “xxxxx”.Payment Date From: Enter “1-1-xxxx”.Payment Date Through: Enter “12-31-xxxx”.

Use this query to clean-up missing TINS by sorting (the excel spreadsheet) column F by “Z to A”. Missing TINS will have blank cells at the top of the column meaning the vendor does not have a TIN entered in the vendor record 1099 setup. Contact the campus VMR for vendor record 1099 setup, if needed.

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NDU_AP77_1099_LINES (1099 Report Information)Purpose: This query provides similar information provided on the IRS e-file.

Verify that each vendor has a TIN by using the sort Z to A on the Tax ID column. Please contact the campus VMR for TIN setup or changes on the vendor record.

Verify the vendor 1099 reporting totals as these totals will be reported on the appropriate 1099-MISC class.

NDU_AP78_1099_EMP_OR_HRMS_VNDR (1099 Info for Empl & HRMS Vndr)Purpose: The expected query results should show no data, as there should be no 1099 reporting on employees or HRMS vendors.

If query results have a higher education employee (BU will be alpha/numeric), please work with the campus VMR to set up a supplier vendor for the 1099 reportable transaction and to remove 1099 setup on the employee vendor record. Any current CY 1099 reporting amounts on the higher education employee must be moved to the new supplier vendor using the Adjust Withholding process. If query results have a state employee (BU will be alpha), please work with the campus VMR to inactivate the state employee vendor record. Create a supplier vendor for reportable 1099 transactions. Any current CY 1099 reporting amounts on the inactivated state employee must be moved to the new supplier vendor using the Adjust Withholding process.

An HR payroll voucher vendor has a short name beginning with H-. Please submit a request at http://helpdesk.ndus.edu/ for assistance to update the HR payroll voucher vendor record as it is not a 1099 reportable vendor and should only be used for payroll voucher transactions.

This example provides the following 1099 reporting vendor information: Vendor ID and Short Name are the same, indicating 1099 reporting on an employee. BU (Business Unit) indicates the vendor is a STATE employee (A state agency BU has only alpha

characters and higher education BU is alpha/numeric.)

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NDU_GL53 VOUCHERS_FOR_ACCOUNT (Vouchers paid under a given acct) Purpose: This query provides for a review of taxable chartfield accounts for the calendar year.

Please refer to the “North Dakota University System Accounting Manual” located at http://www.ndus.edu/uploads/resources/2111/accounting-manual-all-sections-rev-08-15-12-update-.pdf. Applicable 1099 reporting accounts are listed in the Fees and Services section.

InquiryVendor Balances by class indicates all the withholding classes on a 1099 reportable vendor for all business units.

Navigation: Vendors > 1099/Global Withholding > Review > Vendor Balance by Class.

Vendor ID: enter “xxxxxxxxxx” Click Search, and then click on a Vendor Location from the Search Results.

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Vendor Balance: Start Date: Enter the calendar year Start Date: “1-1-xxxx”. End Date: Enter the calendar year End Date: “12-31-xxxx”. Click Search.

The inquiry will report all business units with 1099 reporting on the vendor. This report shows 3 Business Units and displays the Class and Basis Amt within the Withholding Balances section.

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Please refer to UPK: o ST Lesson 3.3, ST 3.3.1 ‘Run the Vendor Balance by Class Inquiry’.

How to Resolve Withholding Paycycle ExceptionsA voucher with a withholding error will not be selected in a Paycycle until the vendor record 1099 withholding error is corrected. The withholding error displays using the Withholding link in the Pay Cycle Exceptions section, of the Pay Cycle Manager.

Navigation: Accounts Payable > Payments > Pay Cycle Processing > Paycycle Manager.

Select a paycycle and view the Pay Cycle Exceptions section.

Click the Withholding link to review the withholding error.

The Withholding Exception page, Exception section indicates the error is on the vendor location, “FLOWER”, which does not have 1099 withholding setup. The voucher has withholding applicable checked for the “FLOWER” location.

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The error can be corrected in one of two ways:

Update the vendor location, “FLOWER”, with 1099 setup. Verify the effective date of the location is prior to the voucher date.

Change the voucher location to the appropriate vendor withholding location.

When the vendor or the voucher has been updated, the voucher will then be available and selected when the paycycle is run again.

How to Correct 1099 Reporting TransactionsIt is important to remember that the vendor database is used by many business units. Vendor record changes affect all of the business units paying a vendor.

What Not To Do When Correcting 1099 Reporting Do not uncheck Withholding on the vendor record Identifying Information tab unless

information has been provided to justify that the vendor is not 1099 reportable. Record this change in the Location tab Comments field.

o Payments to a 1099 reportable vendor may or may not be reportable. Reporting corrections, no reporting, or reporting amounts different than the total payment to a vendor are maintained by the Update VoucherLine Withholding process. Please do not alter the vendor record to make reporting changes or corrections.

o As an example of this, the payments to the following vendor are 90% non-reportable, but the vendor is reportable and needs to stay that way in case someone pays this vendor a reportable payment. Removing the checked Withholding on the Identifying Information tab of the vendor record stops 1099 reporting on all vouchers entered in

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the future. Vendors on the database need to be setup according to their reporting status, not according to the reporting status of the payment.

o IMPORTANT: Removing the checked Withholding on the vendor record Identifying Information tab will only remove withholding on future vouchers entered. Any voucher entered prior to removing the check mark will continue to have withholding applicable. Refer to the “Update VoucherLine Withholding” section for instructions on correcting withholding.

A vendor record set up for 1099 reporting must have a Default Jurisdiction checked on only one 1099 Information row. The default jurisdiction is found on the vendor record Location tab, 1099 link.

NOTE: Please review the Troubleshooting section: 1099 Reportable Vendor Record Default Jurisdiction – No Rows Selected 1099 Reportable Vendor Record Default Jurisdiction – Multiple Rows Selected.

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Update VoucherLine WithholdingThis process is used to update a voucher line 1099 withholding as a reportable or non-reportable amount. Voucher lines can be identified in the Withholding Mismatch Report, the NDU_GL53 or the NDU_AP76 queries.

Navigation: Accounts Payable > Accounts Payable Center > 1099 > Maintain > Update VoucherLine Withholding.

Vendor SetID: Enter “Share”. Vender ID: Enter or use the magnifying glass lookup to select the voucher “xxxxxxxxxx”. Vendor Location: Use the magnifying glass lookup and click the “Vendor Location” used on

the voucher(s). Click Search.

Withholding Invoice Line Update:

Business Unit: Enter “xxxxx”. From Date: Enter the calendar year begin date: “1-1-xxxx”. To Date: Enter the calendar year end date: “12-31-xxxx”. Start Date: Enter the calendar year begin date: “1-1-xxxx”. End Date: Enter the calendar year end date: “12-31-xxxx”. Click Search.

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The Details section displays Current Withhold Details (voucher invoice lines) the business unit paid the vendor during the calendar year. Review and update lines for reporting or not reporting applicable by entering N or Y in the New Withhold field.

When the updates are completed, click Save.

This message will appear:

Click OK.

Please refer to UPK for additional information.o ST Lesson 3.2, ST 3.2.1 ‘Set All Lines to Have Withholding’.o ST Lesson 3.2, ST 3.2.2 ‘Set All Lines to No Withholding’.o ST Lesson 3.2, ST 3.2.3 ‘Remove Withholding from Specific Lines’.o ST Lesson 3.2, ST 3.2.4 ‘Set Up Specific Lines for Withholding’.o ST Lesson 3.2, ST 3.2.5 ‘Change the Class on a Reportable Line’.o ST Lesson 3.2, ST 3.2.6 ‘Clear Updated Withholding’.

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Adjust Withholding – Correct AmountIf an update or change to the total amount of a 1099 reportable payment is required, use the Adjust Withholding process.

Navigation: Accounts Payable > Accounts Payable Center > 1099 > Maintain > Adjust Withholding.

Vendor SetID: Defaults to “SHARE” Vendor ID: Enter the “xxxxxxxxxx” and then click Search. Search Results: Click on the appropriate vendor location link.

o If only one active vendor location exists, the Withhold Adjustments page will open on that location.

In the following example, a voucher was created with one voucher line and a total amount of 27,573.43. The entire amount was checked as withholding applicable. A review resulted in the need to adjust (decrease) the 1099 reporting amount by (7,924.68).

On the Withhold Adjustments page enter search criteria:o Business Unit: Enter “xxxxx”.o Start Date: Enter the calendar year begin date: “1-1-xxxx”.o End Date: Enter the calendar year end date: “12-31-xxxx”.

Click Search.

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The Adjustments Section will populate with the vendor’s retrieved voucher information. Do not delete any rows. Add a row(s) for the adjustment amount by clicking the +.

Main Information tabLegacy row: Enter the same data from the previous row.

Click the Transaction info tab:Basis Amt: Enter the amount of the change.Liability Amt: no entry.Paid Amount: no entry.Payment Date: date must be in reporting CY.Declaration Date: date must be in reporting CY.

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Click the Adjustment Reason tab:Description: Enter reason for the voucher line update.Click Save.

Upon completion of 1099 system processing, the final 1099 reporting amount can be reviewed by using the Vendor Balances by Class inquiry.

Navigation: Vendors > 1099/Global Withholding > Review > Vendor Balance by Class.

Please refer to UPK:o ST Lesson 3.4, ST 4.3.2 ‘Split Reporting on Invoice Lines’, do not use customize steps 6 – 12.o ST Lesson 3.4, ST 4.3.3 ‘Reporting Off-PSFT Transactions’, do not use customize steps 7 – 14.

Adjust Withholding – Correct Withholding Class If the withholding class must be changed, use the Adjust Withholding process.

Navigation: Accounts Payable > Accounts Payable Center > 1099 > Maintain > Adjust Withholding.

Vendor SetID: Defaults to “SHARE” Vendor ID: Enter the “xxxxxxxxxx”. Click Search. Search Results: Click on the appropriate vendor location link.

o If only one active vendor location exists, the Withhold Adjustment page will open on that location.

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In the following example, a voucher was created with the withholding class 03; the withholding class must be 07.

On the Withhold Adjustment page enter search criteria:o Business Unit: Enter “xxxxx”.o Start Date: Enter the calendar year begin date: “1-1-xxxx”.o End Date: Enter the calendar year end date: “12-31-xxxx”.

Click Search.

The Adjustments Section will populate with the vendor’s retrieved voucher information. Do not delete any rows; simply add row(s) to report the correct withholding class.

The example indicates a row was added for class 03 and the amount was decreased, thus removing class 03 withholding reporting.

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Another row was added with the selection of class 07, and the amount entered in the Basis Amt field. The result is 1099 reporting will no longer appear for class 03, and the 1099 reporting will be for class 07 on the 1099-MISC copy B.

After the 1099-MISC Copy Bs have been postmarked prior to January 31st, 2013, vendors may contact campuses and request changes to or a new 1099-MISC Copy B. Please request the updated 1099-MISC Copy B by submitting a help desk ticket at http://helpdesk.ndus.edu/.

The ticket must include: Vendor name. Vendor ID. Reported amount. Adjusted amount. Class, and Final amount to be reported on the 1099-MISC Copy B.

NDUS System Information Technology Services will provide the updated or new 1099-MISC Copy B file.

It is the campus’ responsibility to print and mail the 1099-MISC Copy B to the vendor.

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Correcting a 1099-MISC Copy B after IRS e-File Processing

Once the IRS e-file has been sent to the IRS by NDUS Systems Information Technology Services, no further work for the 1099 reporting calendar year is required in PeopleSoft Finance.

If a vendor reports an error in the 1099-MISC Copy B report amount or class after the IRS has received the e-file, the vendor must be provided a corrected 1099-MISC Copy B and the IRS must receive a Form 1096 – Annual Summary and Transmittal of U.S. Information Returns from the campus.

It is the responsibility of the campus to obtain, complete and send form 1099-MISC and Form 1096 to the appropriate recipients.

1. 1099-MISC Forma. The campus must obtain the 1099MISC Copy B form located at

http://apps.irs.gov/app/picklist/list/formsPublications.html;jsessionid=TIZkHwft1nzCx58qpfU13A__?value=1099m&criteria=formNumber&submitSearch=Find

i. Product Number: Form 1099_MISC (select reporting year).b. Three copies of the 1099-MISC for the following:

i. Copy A: Attachment to IRS Form 1096.ii. Copy B: Mail to the vendor.

iii. Copy C: Campus file copy. 2. Form 1096 -1096 - Annual Summary and Transmittal of U.S. Information Returns

a. The campus must order this form from the IRS. Ordering information is located at http://apps.irs.gov/app/picklist/list/formsPublications.html;jsessionid=TIZkHwft1nzCx58qpfU13A__?value=1099m&criteria=formNumber&submitSearch=Find

i. Product Number FORM 1096. b. Complete the Form 1096, have it signed by the appropriate campus official, attach the

corrected 1099-MISC Copy B form and send to the IRS address which is provided in the Form 1096 instructions.

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Troubleshooting

1099 Reportable Vendor Record Default Jurisdiction – No Rows Selected

When creating a voucher using a 1099 reportable vendor which does not have a default jurisdiction checked, the voucher Withholding Information page will appear without Withholding Applicable or Applicable checkboxes selected.

Example of a voucher using a 1099 reportable vendor without a default jurisdiction checked:

When the voucher is saved, this message appears: Click OK.

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On the voucher Invoice Information tab, click the Withholding link:

The Withholding Information page appears without the Withholding Applicable and Applicable checkboxes selected.

Please contact the campus VRM to correct the vendor record 1099 withholding setup by selecting one 1099 default jurisdiction checkbox. When the vendor record has been updated, the voucher can be completed.

1099 Reportable Vendor Record Default Jurisdiction – Multiple Rows Selected When creating a voucher using a 1099 reportable vendor which has multiple default jurisdictions selected the Withholding Information will have multiple Withholding Details for each voucher Invoice Line.

Example of a voucher using a 1099 reportable vendor with multiple default jurisdictions checked:When the voucher was saved, no messages appeared. Click the Withholding link.

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The Withholding Information page appears with 1 (invoice) Line and 3 Withholding Details.

Note: A voucher withholding page must have 1 (invoice) line to 1 Withholding Details row.

Please contact the campus VRM to correct the vendor record 1099 withholding setup by deselecting all but 1 default jurisdiction checkbox. When the vendor record has been updated, the voucher can be completed.

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