9.2 Withholding Supplier Update

Purpose: Use this document as a reference for changing Withholding applicability, entity, type, jurisdiction, and/or class.

Audience: Finance/Accounting.

You must have at least one of these local college managed security roles:

  • ZZ 1099 Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Note: After completing the update, you must run the Withholding Update Process.  (Example - Review the Vouchers with 1099 Flag filed, vouchers marked “Y” are set up for 1099 processing. Vouchers marked “N” are not set up for 1099 processing. If vouchers flagged “N”, should be “Y”). 

It is recommended to establish each user with the specific access associated with their job duties and is not recommended to simply copy one user's access to another user as this could lead to overallocation of access. However, there are situations where a group of staff within a single department all require the same access to perform similar work. In that case, the COPY function provides the ability to apply all Process Group definitions from one user to another without having to search and enter each Source Transaction and Process Group combination. 

Please refer to the QRG 9.2 FSCM Security - Process Groups

Withholding Supplier Update

Navigation:  NavBar > Navigator > Suppliers > 1099/Global Withholding > Maintain > Update Supplier Withholdings

  1. On the Withholding Supplier Update search page, select the Add a New Value tab.
  2. Enter Withholding Update ID.
  3. Select Add.  The Withholding Supplier Update page will display.

NOTE:  When adding a new Withholding Supplier Update, the Withholding Update ID, similar to a
Run Control ID, can be any character string of your choice. Once you select Add you will be taken to the Withholding Supplier Update page where you can add updates.

Withholding Supplier Update search page
  1. On the Withholding Supplier Update page, select an Action.
  2. Enter or lookup Supplier SetID.
  3. Enter or select Start Date and End Date.
  4. On the Supplier tab, enter Supplier ID (same as Withholding ID).
  5. Enter or select Location.
  6. Enter or select Business Unit.
Withholding Supplier Update page - Supplier tab

NOTE:  On the New Withhold Details tab, you will enter the actual updated information for the Supplier. You can change whether the Supplier is withholding or not. You can also update the Withholding class. To update additional Suppliers, insert a new row.

  1. Select the New Withhold Details tab.
  2. Enter or select "Y" in New Withhold.
  3. Enter or select "IRS" in Entity.
  4. Enter or select "1099N" in New Type.
  5. Enter or select "01" in New Class.
  6. Select Run. A message box will display with additional information.
Withholding Supplier Update page - New Withhold Details tab

You have below Process Group added to your profile in order to have Action box :

  1. The message box encourages the user to verify that the Tax Reporting Start and End Dates are correct.  If the dates entered are correct, select OK on the message box.  The Process Monitor page will display.  Please refer to the Process Scheduling QRG for further instructions.
Message box
  1. On the Withholding Supplier Update page, note that after successful completion of the process, the Criteria will be "Database Updated".
  2. Select Save.
Withholding Supplier Update page - New Withhold Details tab
  1. Process complete.


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