Monday, February 17, 2014

Adding 1099 Box Number to Reports

A shout out to the fabulous Patrick Roth at Microsoft for pointing me in the right direction for this one.  We had been trying to add the 1099 Box Number from the Vendor Maintenance Options window to the 1099s Printed report (printed from the Print 1099s window in GP).

There is a KB article that talks through the process of adding the Vendor Contact Name to the 1099 forms.  So it seemed easy peasy, just do the same for the 1099s Printed report.  Follow the same KB, but add the 1099 Box Number instead.

Of course, not that easy peasy.  We added the field, but nothing printed.  Ugh.  I went looking for a function or calculated field to pull the information.  But I couldn't find anything. Fortunately, Patrick pointed me in the right direction- to look at the Vendor Information report.  Sure enough, there was a calculated field using a User Defined function (it appears under the System series).

I created the calculated field and it worked like a charm :)

I know the time for this has passed for this year, but thought I would put it out there for next year :)

Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a senior managing consultant with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.

No comments: