1099s - Putting amount in correct box

Epicor ERP 9
1

Hi All,

E9.05.702A

We’ve gotten past our 1099s for this year but we had to do so using an external software.

It looks like Epicor’s 1099 report only puts the dollar amount in box 7.
Is there a way, from within Epicor, to control which box the dollar amount is placed?

I can picture who I would do this with a bit of customization but I’d hate to go down that route if I’m just missing something.

And while I’m asking about 1099s, how do other process the 1096?

JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL + DESIGN & DEVELOPMENT
Advancing Your Innovations For Health

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2

Hi Joe,
I’ve worked with other companies to put a customization in place to the 1099 report that looks at the supplier group to determine which box to print it in. That solution treated all payments to a supplier marked for 1099 as the same category. If you have suppliers that cross into multiple categories for their 1099 reporting, the customization would be more involved.
Jim Rogers

3

Thanks Jim.

JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL + DESIGN & DEVELOPMENT
DIRECT: 508.597.1392 x1625 | MOBILE: 774.826.9245

4

For what it’s worth, there is now a 1099 US Country Specific module available – I think 10.1.400 – that actually works properly for 1099 – defaults at the supplier, can be changed on an invoice line basis, forms and exports for end-of-year. I don’t know how much it costs but might be worth a phone call to your CAM – note I said might :smiling_face:

Andy Cicala
acicala@sixspartners.com

Office: (866) 579-7497 x 218 | Mobile: (973) 615-5033 | www.sixspartners.comhttp://www.sixspartners.com/
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