Withholding Balance by Supplier

Purpose: Allows you to review total withholding transaction for the Supplier. This process is part of the 1099 yearend processing.

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.

Withholding Balance by Supplier

Navigation: Suppliers > 1099/Global Withholding > Maintain > Adjust Withholding

  1. On the Withholding Adjustment search page, enter field values:
    1. Enter Supplier SetID = WACTC.
    2. Enter or select Supplier ID.
    3. Enter or select Supplier Location (college business unit).
  2. Select the Search button.
  3. The Withhold Adjustments page displays. Enter valid field values:
    1. Enter Business Unit.
    2. Enter Start Date = 01/01/20XX (reporting year).
    3. Enter End Date = 12/31/20XX (reporting year).
  4. Select the Search button.
Enter Business Unit and Dates and select Search
  1. The Adjustments section will populate. In the Adjustments section, enter or select Class.
  2. Enter or select Rule.
  3. If additional rows are needed, select the plus icon [+] to add another row.
  4. Enter field values as needed.
  5. Select Save.
Enter adjustments info
  1. Process complete.


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