1. 1099 Year-End Processing Guide
  2. Setting Data Selection for the W-9 Exception Report (R01301)

Setting Data Selection for the W-9 Exception Report (R01301)

Depending on your data selection, the W-9 Exception report can identify the following:

  • Supplier records with a person/corporation code equal to P (individual) or N (noncorporate), tax ID equal to blank, and amount vouchered YTD greater than zero.

    For these records, the report lists each supplier that does not have a TIN.

  • Supplier records with a blank person/corporation code and amount vouchered YTD greater than zero. For these records, the report lists each supplier with a tax ID, but without a person/corporation code.

The data selection for the W-9 Exception report differs depending on whether you ran the Update YTD Voucher Amount program (R04820A) for the appropriate 1099 calendar year:

  • If you ran the program, set the data selection for Amount Vouchered PYE to greater than zero.

  • If you did not run the program, set the data selection for Amount Vouchered YTD to greater than zero.

See "Verifying YTD Voucher Amounts" in the JD Edwards EnterpriseOne Applications Accounts Payable Implementation Guide.