How to Verify Who will be Printed a 1099

Verifying who will receive a MISC-1099 can be done with a disbursement report or a voucher report. The reports give you the ability to sort and print by voucher type, and this will allow you to verify what vouchers will be included on the MISC-1099 and make changes if necessary.

To build the disbursement report:

Go to AGRIS > ACP > Report Manager > A/P Disbursement Reports > Report Writer Features
Click the Insert button > select from standard reports > VENDOR DISBURSEMENT REPORT
Change the title of the report to what you want it to be called
Click okay to sort fields to:
Set your range selection to reference the previous year for application of payments:
On the Subtotal & Other Options Screen, set your Subtotal Options to 1-1-0-0-0. To limit the size of the report, you may also answer NO to “Print A/P Disbursement detail?”. You can always go back and print the detail if there are questions.
On the first screen of fields to print, change the field positions to the following:
The result is a listing of vouchers paid for the last year by voucher type. Since it is the voucher type connected to the voucher that controls the 1099 totals, you have to have the correct voucher type on a voucher to get it to be excluded or included and printed in the right field of the 1099.

To build the voucher report:

Go to AGRIS > ACP > Report Manager > A/P Voucher Reports > Report Writer
Insert button > select from standard reports > A/P-G/L DISTRIBUTION REPORT
Change the title of the report to what you want it to be called.
Click okay to sort fields to:
Setup the range selection criteria similar to the screen print below. In my example, I am including both item vouchers & manual vouchers in the report.
On the Subtotal & Other Options Screen, set your Subtotal Options to 1-1-0-0-0. To limit the size of the report you may also answer NO to “Print A/P Voucher detail?”. You can always go back and print the detail if there are questions.
On the Additional Options Screen, Print G/L Distribution Detail & Print Voucher Line Item Detail should be set to “Y”. This gives you how each voucher was coded to help with verifying if the voucher type is correct. These could be flagged to “N” to shorten the report.
On the first screen of field’s to print (A/P Voucher Detail), change the field positions to the following:
The result is a listing of manual & item vouchers paid for the last year by voucher type.
Since it is the voucher type connected to the voucher that controls the 1099 totals, you have to have the correct voucher type on a voucher to get it to be excluded or included and printed in the right field of the 1099.

How to Edit the Voucher Type

If you do not have the right voucher type on a paid voucher, you can correct this via:

ACP > Vouchers/Credit Memos > Voucher Maintenance > Edit A Voucher.
Pull up the voucher. On the voucher amount screen there is a button at the bottom to <Edit Voucher Type> It only appears on Paid Vouchers and note there can be ledger effects to this if you drive your AP Posting by Voucher types.
If you cannot select <edit voucher type>, then check security.

AGRIS Customer Documentation

How to Verify Who will be Printed a 1099