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general:1099_delete_1099_work_table

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general:1099_delete_1099_work_table [2018/12/04 22:33] – created emorenogeneral:1099_delete_1099_work_table [2020/11/24 20:59] (current) emoreno
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-\\  Finance Tables District Finance Options +\\  <color #ed1c24>**Log on to file ID C**.</color>
  
-Log into the current file ID C to delete the existing 1099 work table. +[[finance:utilities:create1099worktable|Finance > Utilities > Create 1099 Work Table]]
  
-The Create 1099 Work Table utility is used to create a 1099 work table from the check transactions.   
-Prior year 1099 work table will need to be deleted before creating the new year 1099 work table.   
  
-You must delete records prior to creating the 1099 work table for a new calendar year (since transactions are retained in the work table from the previous year unless deleted).+Delete 1099 historical data from the tables before creating the new year 1099 work table.  
  
-1099-MISC forms are printed for all vendors that exist on the Finance > Maintenance > 1099 Record Maintenance page regardless of the year createdAlso, if a fund is copied from file ID C to another file ID after extracting, a work table transaction is displayed for each file ID (duplicates).+<WRAP Box>**Note**:  The Finance transactions are not affected when the 1099 work table transactions are deleted. 
 +</WRAP> 
 + 
 +{{:general:process1099forms_create1099worktabledelete.jpg|Create 1099 Work Table Utility}} 
 + 
 +VCV Leave the **Beginning Date** and **Ending Date** fields blank to delete all existing 1099 table data. 
 + 
 +VCV Click **Delete**A message is displayed with the number of rows being deleted from the 1099 work table
 + 
 +{{:general:process1099forms_create1099worktablemessage.jpg|Process Completed Message}} 
 + 
 +VCV Click **OK** to close the message box.
  
-In the Beginning Date and Ending Date fields, type the starting and ending date in the MMDDYYYY format to use as a range to select check transactions to be deleted from the 1099 work table. 
-Note:  It is recommended to leave both fields blank in order to delete all 1099 work transactions. If dates are entered (not recommended), only the data in that date range is deleted. 
-Click Delete to delete the 1099 work table transactions. A message is displayed indicating the number of rows to be deleted.  
-Click OK to return to the Create 1099 Work Table page.  
general/1099_delete_1099_work_table.1543962816.txt.gz · Last modified: 2018/12/04 17:33 (external edit)