Vendor Invoice Maintenance

Vendor Invoice Maintenance is intended to be used year-round to monitor 1099 vendors and transactions. The Vendor Invoice Maintenance page allows you to search for a vendor and make corrections to the vendor record or vendor invoices as a result of the information returned on the 1099 Audit Reports.

To access the page, go to Financial Management > Year-End Processing > Vendor 1099 Processing and click the Vendor Invoice Maintenance icon.

The fields on the left side of the screen are the vendor search fields, and the fields on the right side are the invoice search fields to locate invoices for the selected vendors. Follow the steps below to search for a vendor invoice:

  1. In the Vendor fields, enter the search criteria desired to return the correct vendor(s). None of the fields are required. If you leave them blank, a list of all vendors is returned.
  2. In the Invoice fields, enter the search criteria desired to return the correct invoice(s) for the vendor(s).
    • The default Invoice Payment Date range is the current year. The date range is required.
    • The Invoice 1099 Status options are Coded, Not Coded, and Coded and Not Coded as 1099 invoices.
  3. Click Search and the page re-loads with the results of your criteria displayed in a grid below the search fields.

Note: If, based on the search criteria, a vendor’s invoices are returned but the vendor is not, there are no results displayed for that vendor. If, based on the search criteria, a vendor is returned but not their invoices, the vendor information displays in the results, but the Invoices column is empty.

Vendor Value

The Vendor value is a hyperlink; clicking on it takes you to the General page of the vendor service record.

Invoices Value

The Invoices value is also a hyperlink; clicking on it takes you to the 1099 Vendor Invoice page. The row can be expanded to list the invoice items. You can also click on the invoice Item Description hyperlink to open the Vendor Invoice Item dialog box, where 1099 Type and Box information can be changed as needed.

See Also

Vendor 1099 Processing

1099 Audit Report

1099 List