Vendors

Entering G/L Transactions

• You must enter the Vendor Number on the G/L Transaction Entry Screen if you want the 1099's generated at the end of the year to contain this amount.
  
  
• The system will not automatically pull the Account Number you have setup under Employee File Maintenance for the vendor. It will use what ever Account Number you enter.
  
  If you want the system to pull the Account Number from Employee File Maintenance, you have to setup an Automatic General Ledger Transaction for this vendor.
  
  Setup -> Automatic General Ledger Transaction
  
  Enter a Vendor Lookup Code (ie: SAMS) for the vendor along with Account Number and 1099 ID (ie: 501 - the actual Vendor ID Number). Then enter the Lookup Code in Account Number Field on the G/L Transaction Entry Screen to pull this information.
  

Transfering in from CCB

• Starting with v5.64.01 there is an Optional Employee Name section on the CCB - Vendor File Maintenance Screen. This allows you to enter a First, Last and Middle Initial for the vendor. These fields transfer to the corresponding fields in CWU, making it easier to generate 1099's.
  
  Note: The system will transfer what's entered in the Vendor Name Field into the Last Name Field in CWU if the Optional Fields are left blank.
  
  Note: In either case the system will transfer the Vendor Name into the 1099 Company Name Field in CWU.