Revised: 11/13/2012
Go to Tools>>Vendor W9/1099 Maintenance
This program is used to update the vendor information displayed in the grid.
Vendor numbers will be displayed in this column. Vendor numbers are key values and changes made to them cannot be saved.
Clicking on the column header will open the Vendor Browse.
Vendor names will be displayed in this column and may be changed. The change will update the Vendor Master.
Clicking on the column header will open the Vendor Browse.
The vendor's status will be displayed in this column. The status for a vendor may be changed which will update the Vendor Master record.
Vendors with no activity after the date entered in Last Activity Date can have their status updated to "Inactive" when the Inactive Vendor Status Update button is clicked.
If the 1099 box has been checked in the vendor master, a checkmark will be displayed. Checkmarks may be added or removed in this program, which will update the Vendor Master files.
If the W9 box has been checked in the vendor master, a checkmark will be displayed in this column. Checkmarks may be added or removed in this program, which will update the Vendor Master files.
This column will display the vendor's federal identification number, if one was entered. Federal identification numbers may be added or changed in this program, which will update the Vendor Master files.
This column will display the vendor's name control, if one was entered in the Vendor Master. Name control information may be added or edited in this program, which will update the Vendor Master files.
The vendor's 1099 name will be displayed in this column if one was entered. 1099 names may be added or edited in this program, which will update the Vendor Master files.
Click the Mark All W9's Not Returned button to place a checkmark in all of the W9 fields. This will update all of the fields in the Vendor Master for the displayed vendors.
This button is used with the Last Activity Date field. Enter or select a date for the program to check for activity. If there is no activity for a vendor after the entered date, the program will mark the displayed vendor(s) as inactive. Activity is defined by both the Invoice Date and the Check Date. If an AP voucher has an invoice date after the Last Activity Date or a check has been issued with a check date after the Last Activity Date, then the vendor has activity and will not be set to inactive.
Use with a Filter Status of All or Active
The Last Activity Date must be at least one year in the past.
Enter or select a date, at least one year in the past, for the program to check for vendor activity. This date is used with the Inactive Vendor Status Update button. If there is no activity for a vendor after the entered date, the program will mark the displayed vendor(s) as inactive.
I.E. If a Last Activity Date of 12/31/2009 is entered and the Inactive Vendor Status Update button is pressed, a vendor will be marked as inactive if their last invoice and check are dated on 12/31/2009 or before.
Select one of the following display options for the grid:
Active
All
Inactive