- Clients were having trouble finding the vendor 1099 information report in Dynamics 365.
- The author suggested using the vendor ledger filtered for the year to review all invoices for 1099 code and amount.
- Running a pivot table in Excel was attempted to find the right numbers, but proved to be complex.
- The solution to finding the report was revealed by Cynthia Priebe: it is hidden in the 1099 Form Boxes.
- Adjustments made through the Form Box Adjustment function are not included in the Vendor 1099 Information Report, only amounts from vendor ledger entries.
- 1099 information in vendor ledger entries is editable, and adjustments should be made there for accurate reporting.
- 1099 amounts are based on the document type of 'payment', and each payment is reviewed for applied entries to determine the 1099 amount.
- To make changes to 1099 amounts, work with invoices and credit memo vendor ledger entries.
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