1099 supplier contact verification report

Compare 1099 contact records to the primary contact record assigned to a supplier and validate that information is entered correctly. Generate a custom report to view the 1099 contact assigned to each supplier.

Create a 1099 supplier contact verification report

The Custom Report Wizard guides you through the process of creating this report.

  1. Go to either Customization Services or Platform Services.
  2. Select Custom reports.
  3. Select Add.
  4. Use the wizard to create your report and follow these instructions for specific steps. Any steps not noted below you can configure however you like. Proceed through the steps by selecting Next.
    1. Step 1: Select Supplier as the primary data source.
    2. Step 2: Select the following columns:
      • Supplier ID
      • Supplier name
      • 1099 name
      • Form 1099 box
      • Form 1099 type
      • Contact name
      • 1099 Contact
      • Contact name
      • Mail address
    3. Step 4: Drag and drop to order the column sequence.

      Drag Supplier ID and Supplier name to the top.

      Notice that the Contact and Primary Contact columns are set to display the same label, Contact name, in the report. Rename them to 1099 contact and Primary contact respectively to distinguish between the two columns.

    4. Step 6: Drag and drop to change the column sort priority.

      Drag Supplier ID to the top and select Ascending.

    5. Step 7: Add a filter to your report that says: Form 1099 box greater than 0.

      This filter will narrow down your report so you’re only pulling in supplier records who receive 1099s.

    6. Step 9: Add a Report title.
    7. Step 10: Select report prompts, if any, to be used in running the report.
    8. Step 11: Do the following:
      • Name the report.
      • Select Add to menu.
      • Select the Application menu to house the report, for example, Accounts Payable.
      • Save the report.

View the 1099 contact verification report

After you create a 1099 contact verification report, deploy it to a specific application where you can view it.

  1. Go to the application the report, for example, Accounts Payable > All > Reports > Custom reports.
  2. Select the report name.
  3. Select View.