Sage 100

procedure to fix 1099 invoice? did there used to be a way to uncheck a posted AP invoice that was checked as a 1099 invoice when it shouldn't have been? client swears they could change the invoice header to declassify it from 1099 to a non-1099 invoice. Now it is my fault they cannot do this in a newer version.

Alan, I have never seen a check box, what you can do is go into Vendor Maintenance and change the amount that is to be reported.

in my humble opinion I think your client is wrong. Once an invoice is posted, the only way to change it in history is DFDM and then do what Ron says in vendor maintenance. I've been working with Sage100/MAS90 since the days when it was still called ""Master Accounting Series"" and I don't think that has ever changed.

They have the option to change it to non-1099 on the header during invoice data entry but not after it has been posted.

Is it possible they are talking about when you ""Adjust"" a posted invoice. When you click Adjust in Invoice Data Entry, it allows you to change the 1099 fields.

They may be referring to an invoice placed ""on hold"" in APIDE.

I believe that the invoice can be changed by adjusting it. The amount to adjust is $0.00, but it might be possible to uncheck the 1099 box and update the invoice register.

I do not know of any check boxes after the fact. You could do an invoice adjustment and change it that way. The invoice will still LOOK like it's a 1099, but when that invoice is paid, the amount will not go into the 1099 bucket. I had to test this. Not sure I'd recommend it because the invoice will look one way, but act another. I think the best thing is to back out that invoice and then reinter it with slightly different invoice number. When clients say this to me, I usually ask them to show me how it was done in the ""old"" system. Our memories don't always remember things correctly, or perhaps they were doing something different and it came out as ""I changed a checkbox.

I think as mentioned before you can do an adjustment and make it non 1099 with a zero dollar adjustment but that assumes it has not been paid yet and everything goes well. If it has been paid, just go to the vendor and change the summary totals (which has also been mentioned above). I would want to test option one to make sure it updates the proper files and treats as expected when payment is recorded.

Thanks all for the reaffirmation. I think the real issue is numerous invoices were posted to 1099 vendors that should not have been 1099 invoices and now the 1099 amounts are greatly over stated. They are trying to blame the software for not being able to ""fix"" it without reversing numerous checks and adjusting the invoices. They should have paid more attention to the invoices at data entry time.

Easy enough to fix without any transactions. Print the AP Payment History Report for 1099 Vendors only then edit in Vendor Maintenance | 1099 History.

yes - that will be the approach.