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 over-allocation 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 FSCM Security - Process Groups

Withholding Supplier Update

Navigation: 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.

When adding a new Withholding Supplier Update, the Withholding Update ID should contain Supplier ID and Location, i.e. "V000007327_010".

  1. Select Add.  The Withholding Supplier Update page will display.
Add new value using the Supplier ID and business unit
  1. On the Withholding Supplier Update page. Enter valid field values:
  2. Select the Action drop down arrow to Withhold Update.
  3. Enter Supplier SetID = WACTC.
  4. Enter or select the Tax Reporting Year Start Date and End Date (current year).
  5. In the Details section, enter valid field values:
    1. On the Supplier tab, enter Supplier ID (same as Withholding ID).
    2. Enter or select Location.
    3. Enter or select Business Unit.
  6. Select the New Withhold Details tab.
Withhold Supplier Update 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. On the New Withhold Details tab enter field values:
    1. Enter or select "Y" in New Withhold.
    2. Enter or select "IRS" in Entity.
    3. Enter or select "1099N" in New Type.
    4. Enter or select "01" in New Class.
  2. Select the Run button.
Enter new withholding details

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

Action box
  1. Select the refresh icon until the process runs to success.
  2. On the Withholding Supplier Update page select the New Withholding Details tab. Note the Criteria has a status of "Database Updated".
  3. Select the Save button.
Refresh icon
Criteria = Database Updated.
  1. Process complete.


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