1099 Form Types

1099 Form Types allow users to differentiate various 1099 categories (such as 1099-MISC, 1099-NEC, or 1099-DIV) and specify which IRS forms to use during Purchase Order entry.

Once 1099 Form Types are created, they can be assigned to Vendor Master records. This assignment ensures the selected 1099 Form Type acts as the default for all new Purchase Orders generated for that Vendor. If a Vendor does not have a default 1099 Form Type, users may select one manually during Purchase Order entry on either the order header or individual purchase order lines.

Note: The "1099 Required" flag on the Purchase Order must be enabled for the 1099 Field Name to be displayed on the order.

System Navigation

• Purchasing > Maintenance > 1099 Form Types

Edit 1099 Form Type Form

This form is accessed via the "New" or "Modify" buttons on the 1099 Form Types screen.

• Name: The unique identifier for the 1099 Form Type.
• Field Name: The internal system name for the 1099 Form Type. The system generates a default name based on the "Name" field. System Requirement: All user-defined fields must begin with the letter "u" to prevent conflicts with core system fields. Spaces and special characters are prohibited.
• Active: When enabled, this record is available for selection within the ERP.
• Default: When enabled, this 1099 Form Type is automatically selected on all system forms containing a "1099 Form Type" field, though users may override this value manually.