The setting on the Vendor is used as a “default” when entering Vouchers using the Vendor Code and DOES NOT control whether or not a 1099 record is created during 1099 processing – that is determined by the flag on the Voucher distribution line.  When you enter a new Voucher, Orion looks at the 1099 Type and defaults each line of distribution to the Vendor setting.

If a Voucher distribution line was not properly flagged prior to posting the Voucher, you may change the flag by adjusting the Voucher or by editing the line through the Vendor Status program.  Any Voucher distribution line that contains activity affecting a Client-Matter should be edited through Vendor Status.

To edit the 1099 flag on the distribution line of a posted Voucher without going through the adjustment process, call up the Vendor in Vendor Status. Once the Vendor information is displayed, access the Vouchers tab and locate the appropriate Voucher.  Right click on the Voucher and choose the “Change 1099 Flag” option.

All distribution lines for the Voucher will be listed with the 1099 flag as the first field (check box) followed by the GL account number and description, the distribution line amount and a small portion of the Voucher distribution description.  There is no grid-like maneuverability and the distribution lines are sorted by account number.  To set the 1099 flag on the distribution line to true, place a check mark in the box on the left.  To set it to false, remove any check mark.  Click OK to accept your changes.

Once you have made these changes, you will need to re-create the 1099 Work File.