1099's

Yahoo Archive
1
This seems to be a problem with most ERP packages, best work around is
to have to vendors setup for all employees as this comes in to play on
expense accounts also.

Keith E. Taylor
Vice President

LBSi
Information systems consulting
Specializing in Progress based ERP packages
Training, customization, programming and Business Consulting

12120 Elmwood Ave., Cleveland, OH 44111
Phone: 216-476-1416 ext 26
Fax: 216-476-1452
email: keith@...
2
The current 1099 form in Vantage is ...nothing. Anybody did anything
to improve it? May I take a peek at your form, please?
Thanks in advance.
3
I think there is a Report Builder report on the Vantage
website, or at the egroups web site. You may want to
look at that. Hope this helps.

Tim Care
Electro Chemical Finishing

----- Original Message -----
From: <qle@...>
To: <vantage@egroups.com>
Sent: Thursday, October 12, 2000 5:08 PM
Subject: [Vantage] 1099's


> The current 1099 form in Vantage is ...nothing. Anybody did anything
> to improve it? May I take a peek at your form, please?
> Thanks in advance.
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to www.egroups.com, login and be sure to save your password, choose My
Groups, choose Vantage, then choose Files. If you save the password, the
link above will work the next time you try it.)
>
4
I did not realize there are RB reports on the Vantage Website, can anyone
tell me where they are.
Thanks
Chuck

-----Original Message-----
From: Tim Care [mailto:ecfmis@...]
Sent: Friday, October 13, 2000 8:05 AM
To: vantage@egroups.com
Subject: Re: [Vantage] 1099's


I think there is a Report Builder report on the Vantage
website, or at the egroups web site. You may want to
look at that. Hope this helps.

Tim Care
Electro Chemical Finishing

----- Original Message -----
From: <qle@...>
To: <vantage@egroups.com>
Sent: Thursday, October 12, 2000 5:08 PM
Subject: [Vantage] 1099's


> The current 1099 form in Vantage is ...nothing. Anybody did anything
> to improve it? May I take a peek at your form, please?
> Thanks in advance.
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to www.egroups.com, login and be sure to save your password, choose My
Groups, choose Vantage, then choose Files. If you save the password, the
link above will work the next time you try it.)
>



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)
5
Try looking around at http://support.epicor.com/vantage

Tim Care
Electro Chemical Finishing
----- Original Message -----
From: "Charles Metcalf" <chuck_metcalf@...>
To: <vantage@egroups.com>
Sent: Friday, October 13, 2000 9:04 AM
Subject: RE: [Vantage] 1099's


> I did not realize there are RB reports on the Vantage Website, can anyone
> tell me where they are.
> Thanks
> Chuck
>
> -----Original Message-----
> From: Tim Care [mailto:ecfmis@...]
> Sent: Friday, October 13, 2000 8:05 AM
> To: vantage@egroups.com
> Subject: Re: [Vantage] 1099's
>
>
> I think there is a Report Builder report on the Vantage
> website, or at the egroups web site. You may want to
> look at that. Hope this helps.
>
> Tim Care
> Electro Chemical Finishing
>
> ----- Original Message -----
> From: <qle@...>
> To: <vantage@egroups.com>
> Sent: Thursday, October 12, 2000 5:08 PM
> Subject: [Vantage] 1099's
>
>
> > The current 1099 form in Vantage is ...nothing. Anybody did anything
> > to improve it? May I take a peek at your form, please?
> > Thanks in advance.
> >
> >
> >
> > We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> > (Note: If this link does not work for you the first time you try it, go
> to www.egroups.com, login and be sure to save your password, choose My
> Groups, choose Vantage, then choose Files. If you save the password, the
> link above will work the next time you try it.)
> >
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to
> www.egroups.com, login and be sure to save your password, choose My
Groups,
> choose Vantage, then choose Files. If you save the password, the link
above
> will work the next time you try it.)
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to www.egroups.com, login and be sure to save your password, choose My
Groups, choose Vantage, then choose Files. If you save the password, the
link above will work the next time you try it.)
>
6
Chuck,

Here are the eGroups files:

http://www.egroups.com/files/vantage/



have fun,
John


> -----Original Message-----
> From: Charles Metcalf
> Sent: Friday, October 13, 2000 6:04 AM
> To: vantage@egroups.com
> Subject: RE: [Vantage] 1099's
7
Thank You Very Much
Chuck


Try looking around at http://support.epicor.com/vantage

Tim Care
Electro Chemical Finishing
----- Original Message -----
From: "Charles Metcalf" <chuck_metcalf@...>
To: <vantage@egroups.com>
Sent: Friday, October 13, 2000 9:04 AM
Subject: RE: [Vantage] 1099's


> I did not realize there are RB reports on the Vantage Website, can anyone
> tell me where they are.
> Thanks
> Chuck
>
> -
>
>
> I think there is a Report Builder report on the Vantage
> website, or at the egroups web site. You may want to
> look at that. Hope this helps.
>
> Tim Care
> Electro Chemical Finishing
>
>
>
>
> > The current 1099 form in Vantage is ...nothing. Anybody did anything
> > to improve it? May I take a peek at your form, please?
> > Thanks in advance.
> >
time you try it.)
8
We are on Vantage 3.00.632 Progress 8.3A Query. Does any have a 1099 form
set up in report builder that will work? Last year we ran from our old
system and added in the last 3 months worth from vantage. The reports on
epicor is only a listing with vendor address and dollar amounts. I didn't
see anything on one list for 1099's. A little help would be greatly
appreciated. We are people buying the tax form for laser printers? 1099's
and W-2's in particular.
Thanks

Jim Frice
> -----Original Message-----
> From: Charles Metcalf [mailto:chuck_metcalf@...]
> Sent: Friday, October 13, 2000 1:14 PM
> To: vantage@egroups.com
> Subject: RE: [Vantage] 1099's
>
>
> Thank You Very Much
> Chuck
>
>
> Try looking around at http://support.epicor.com/vantage
>
> Tim Care
> Electro Chemical Finishing
> ----- Original Message -----
> From: "Charles Metcalf" <chuck_metcalf@...>
> To: <vantage@egroups.com>
> Sent: Friday, October 13, 2000 9:04 AM
> Subject: RE: [Vantage] 1099's
>
>
> > I did not realize there are RB reports on the Vantage Website,
> can anyone
> > tell me where they are.
> > Thanks
> > Chuck
> >
> > -
> >
> >
> > I think there is a Report Builder report on the Vantage
> > website, or at the egroups web site. You may want to
> > look at that. Hope this helps.
> >
> > Tim Care
> > Electro Chemical Finishing
> >
> >
> >
> >
> > > The current 1099 form in Vantage is ...nothing. Anybody did anything
> > > to improve it? May I take a peek at your form, please?
> > > Thanks in advance.
9
Last year, we bought our W-2's from our local office supply store. Worked
great. Convenient. Reasonable pricing since it was an off the shelf product.


Deb
Reeder & Kline Machine Co.

-----Original Message-----
From: Jim Frice [mailto:Jim.Frice@...]
Sent: Tuesday, October 17, 2000 4:47 PM
To: vantage@egroups.com
Subject: RE: [Vantage] 1099's


We are on Vantage 3.00.632 Progress 8.3A Query. Does any have a 1099 form
set up in report builder that will work? Last year we ran from our old
system and added in the last 3 months worth from vantage. The reports on
epicor is only a listing with vendor address and dollar amounts. I didn't
see anything on one list for 1099's. A little help would be greatly
appreciated. We are people buying the tax form for laser printers? 1099's
and W-2's in particular.
Thanks

Jim Frice
> -----Original Message-----
> From: Charles Metcalf [mailto:chuck_metcalf@...]
> Sent: Friday, October 13, 2000 1:14 PM
> To: vantage@egroups.com
> Subject: RE: [Vantage] 1099's
>
>
> Thank You Very Much
> Chuck
>
>
> Try looking around at http://support.epicor.com/vantage
>
> Tim Care
> Electro Chemical Finishing
> ----- Original Message -----
> From: "Charles Metcalf" <chuck_metcalf@...>
> To: <vantage@egroups.com>
> Sent: Friday, October 13, 2000 9:04 AM
> Subject: RE: [Vantage] 1099's
>
>
> > I did not realize there are RB reports on the Vantage Website,
> can anyone
> > tell me where they are.
> > Thanks
> > Chuck
> >
> > -
> >
> >
> > I think there is a Report Builder report on the Vantage
> > website, or at the egroups web site. You may want to
> > look at that. Hope this helps.
> >
> > Tim Care
> > Electro Chemical Finishing
> >
> >
> >
> >
> > > The current 1099 form in Vantage is ...nothing. Anybody did anything
> > > to improve it? May I take a peek at your form, please?
> > > Thanks in advance.



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)


[Non-text portions of this message have been removed]
10
Im having a problem with ABM. I have tooling that goes through a brief prep
operation. I've gone to the tool record itself and entered the prep
operations. When I viewed costs everything looks fine. Then I go to the
ABM for the finished part and add this tool into the materials section.
When I've viewed costs there, I get zeros. I've deleted and added and
clicked buttons and switched things around to no avail. What makes it
baffling is that this only happens with SOME parts. Some parts work
perfectly this way. I have noticed the parts that work fine show the rev#
in the rev column of the View Costs window. FINE. Why wont
my --##^%(**&+$%-- rev show up and how can I force it in?

Shirley H. Graver
Systems Administrator
Rubber Associates Inc. (Certified to QS9000/ISO9002)
Cleveland/Akron, Ohio




[Non-text portions of this message have been removed]
11
Shirley,

Both materials and operations are "attached" to the revision of the part
number. If you have part numbers without revisions you can experience the
problem you mentioned.

H. Dale Puls
Pacesetter Electronics

-----Original Message-----
From: Shirley Graver [mailto:shirleyg@...]
Sent: Friday, October 20, 2000 12:42 PM
To: vantage@egroups.com
Subject: [Vantage] ADVANCED BILLS OF MATERIAL


Im having a problem with ABM. I have tooling that goes through a brief prep
operation. I've gone to the tool record itself and entered the prep
operations. When I viewed costs everything looks fine. Then I go to the
ABM for the finished part and add this tool into the materials section.
When I've viewed costs there, I get zeros. I've deleted and added and
clicked buttons and switched things around to no avail. What makes it
baffling is that this only happens with SOME parts. Some parts work
perfectly this way. I have noticed the parts that work fine show the rev#
in the rev column of the View Costs window. FINE. Why wont
my --##^%(**&+$%-- rev show up and how can I force it in?

Shirley H. Graver
Systems Administrator
Rubber Associates Inc. (Certified to QS9000/ISO9002)
Cleveland/Akron, Ohio




[Non-text portions of this message have been removed]



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)
12
I've had several requests for the files that I use to print 1099's
here. Since others may want these also I have uploaded 1099.zip to
the file area. This is not an elegant solution but I got it to work
under 2.7 and haven't seen a need to revisit it. Feel free to modify,
pass around and use. Please don't hold me responsible for problems.

The Word 6.0 mail merge file works with tractor fed forms on an Epson
DFX 8000. You may have to mess with the alignment on the page.

If you use this and have questions email me directly
rdover@... or call 717-336-7507 8-5 EST. Good luck and
Happy Tax time.

Russ Dover
13
Is anybody processing 1099'a directly from Vantage? If so, what forms are
you using, do they work with the way Vantage's 1099 data is set up, and
where did you get them?

Thanks,

-Sarah
14
This is the first year we are attmepting to generate 1099's from vantage.
We ordered 1099 laser forms and I modified our crystal report to match. The
issue we are having is all checks are showing up for the vendors we spent
over $600 with, even though some should be non-taxable. There must be some
setting we are missing to exclude these, probably at invoce entry or check
entry? Anybody know so that going formward we do not have this problem?

Thanks.

Sarah
15
There is a checkbox in vendor setup!

At 11:49 AM 1/4/02 -0500, you wrote:
>
>This is the first year we are attmepting to generate 1099's from vantage.
>We ordered 1099 laser forms and I modified our crystal report to match. The
>issue we are having is all checks are showing up for the vendors we spent
>over $600 with, even though some should be non-taxable. There must be some
>setting we are missing to exclude these, probably at invoce entry or check
>entry? Anybody know so that going formward we do not have this problem?
>
>Thanks.
>
>Sarah
>
>
>Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
>(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
>(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
>(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
>
>Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
>
16
Sarah, I'm very confused as to why your accounting people are asking this of
you.
1099-M would be generated for selected vendors over $600 who are sole
proprietors, partnerships, attorneys, etc. etc. REGARDLESS of whether or
not the item was taxable.

But that wasn't your question. Since, I don't have that issue, I haven't
tried addressing the problem. I am wondering if you will find yourself
needing to write a filtered report.

Now - if you are generating info for the sales and use tax return, the
taxability issue comes into play. But no 1099 is needed. Yes, the p.o.
can specify whether or not an item is taxable. But usually, vendors don't
pay much attention item by item or invoice by invoice. They set their
customers up to be taxable or non-taxable. Hence, the problem isn't so much
Vantage as the Vendors.

Is this the discussion you were looking for or am I way off your mark?


Deb Wilmoth
Controller
Reeder & Kline Machine Company, Inc.
Vantage 5.0


-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, January 04, 2002 12:12 PM
To: vantage@yahoogroups.com
Subject: FW: [Vantage] 1099's


Thanks for the feedback, but isn't the checkbox in vendor set-up just to
specify whether you want 1099's for that vendor? I am looking for some way
to still have the 1099's print for the vendor, but to exclude certain
invoices for that vendor if the particular invoice is not taxable.

Thanks,

Sarah

----Original Message-----
There is a checkbox in vendor setup!


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



[Non-text portions of this message have been removed]
17
Yes, this is my question. The A/P person here is responsible for the
1099's. She came to me this morning and said she needed to be able to
modify the $ amounts on the report, but I told her the report is the report,
there is no way to modify the $ amounts and I asked her why she needed them
modified. She gave the following reason:

We have an employee, who we occasionally pay mileage reimbursements and
other type or reimbursements for expenses. This employee also builds
computers and sells them to our employees through the company b/c we have
this policy where we pay for the computer and employee pays us back for it
over a 2 year period through payroll deductions. Anyway, the money paid to
him for the computers is taxable, the money for reimbursements is not,
however, it is all being grouped together.

Does that make sense?

The solution I am using for now is not a good one. I am exporting the
crystal report to Word, where she can edit the dollar amount for those
vendors and then can still print them out without having to re-format.
However, I am looking for a long-term solution that will not require this
workaround.

Thanks!



[Non-text portions of this message have been removed]
18
Two vendor ID's could fix this for next year.I'm not sure how you are going
to handle this year.

-----Original Message-----
From: sarah.vareschi@... [SMTP:sarah.vareschi@...]
Sent: Friday, January 04, 2002 12:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 1099's

Yes, this is my question. The A/P person here is responsible for the
1099's. She came to me this morning and said she needed to be able to
modify the $ amounts on the report, but I told her the report is the
report,
there is no way to modify the $ amounts and I asked her why she needed them
modified. She gave the following reason:

We have an employee, who we occasionally pay mileage reimbursements and
other type or reimbursements for expenses. This employee also builds
computers and sells them to our employees through the company b/c we have
this policy where we pay for the computer and employee pays us back for it
over a 2 year period through payroll deductions. Anyway, the money paid to
him for the computers is taxable, the money for reimbursements is not,
however, it is all being grouped together.

Does that make sense?

The solution I am using for now is not a good one. I am exporting the
crystal report to Word, where she can edit the dollar amount for those
vendors and then can still print them out without having to re-format.
However, I am looking for a long-term solution that will not require this
workaround.

Thanks!



[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
19
The easiest thing I can think of is to create two vendor names for this
individual.
That is what I have done for our Sec 125 plan and our salespeople. Just
makes life easier
when it comes time to reconcile stuff.

I do so love to reconcile stuff. OR is it just that I like stuff
reconciled or reconcilable? :)

Deb Wilmoth
Controller
Reeder & Kline Machine Company, Inc.
Vantage 5.0


-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, January 04, 2002 1:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 1099's


Yes, this is my question. The A/P person here is responsible for the
1099's. She came to me this morning and said she needed to be able to
modify the $ amounts on the report, but I told her the report is the report,
there is no way to modify the $ amounts and I asked her why she needed them
modified. She gave the following reason:

We have an employee, who we occasionally pay mileage reimbursements and
other type or reimbursements for expenses. This employee also builds
computers and sells them to our employees through the company b/c we have
this policy where we pay for the computer and employee pays us back for it
over a 2 year period through payroll deductions. Anyway, the money paid to
him for the computers is taxable, the money for reimbursements is not,
however, it is all being grouped together.

Does that make sense?

The solution I am using for now is not a good one. I am exporting the
crystal report to Word, where she can edit the dollar amount for those
vendors and then can still print them out without having to re-format.
However, I am looking for a long-term solution that will not require this
workaround.

Thanks!





[Non-text portions of this message have been removed]
20
Sarah, I am in a similar situation in that I do programming and consulting
work for several companies nights and weekends. I occasionally purchase
equipment, computers and such, for them on my credit card or by cash. When
I am paid for services they use 1 vendor for 1099 purposes, and a 2nd for
reimbursements. I know this doesn't help you today, but you could start the
new year this way.

Now, if the employee has kept a log of mileage and receipts for other
expenses that the company has paid, he can itemize these on his tax returns
and the net taxable income to him for these items would be zero.

Jim Stetter
-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, January 04, 2002 1:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 1099's


Yes, this is my question. The A/P person here is responsible for the
1099's. She came to me this morning and said she needed to be able to
modify the $ amounts on the report, but I told her the report is the
report,
there is no way to modify the $ amounts and I asked her why she needed
them
modified. She gave the following reason:

We have an employee, who we occasionally pay mileage reimbursements and
other type or reimbursements for expenses. This employee also builds
computers and sells them to our employees through the company b/c we have
this policy where we pay for the computer and employee pays us back for it
over a 2 year period through payroll deductions. Anyway, the money paid
to
him for the computers is taxable, the money for reimbursements is not,
however, it is all being grouped together.

Does that make sense?

The solution I am using for now is not a good one. I am exporting the
crystal report to Word, where she can edit the dollar amount for those
vendors and then can still print them out without having to re-format.
However, I am looking for a long-term solution that will not require this
workaround.

Thanks!



[Non-text portions of this message have been removed]


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]