9.2 Withholding Invoice Line Update

Purpose:  The Withholding Invoice Line Update process can be used to update withholding information for a withholding Supplier at an invoice line level.

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.

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

Withhold Invoice Line Update

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

  1. The Withholding Line Update search page displays.  Enter Supplier SetID and Supplier ID, then select Search.
Withholding Line Update search page
  1. The Withholding Invoice Line Update page displays.
  2. Select Business Unit.
  3. Select From Date and To Date.
  4. Select Search.
  5. Edits results, if needed.
  6. Select Save.
Withholding Invoice Line Update

Next Steps Notes: 1. You can use the Defaults group box if you are updating many lines to withholding (Set All Lines to Wthd) or not withholding (Set All Lines to No Wthd).

Withholding Invoice Line Update page
  1. Process complete.

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