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 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

Withhold Invoice Line Update

Navigation: Suppliers > 1099/Global Withholding > Maintain > Upd Voucher Line Withholding

  1. The Withholding Line Update search page displays. Enter field values:
    1. Enter Supplier SetID = WACTC.
    2. Enter Supplier ID.
    3. Enter Supplier Location.
  2. Select the Search button.
Find an existing value page
  1. The Withholding Invoice Line Update page displays.
  2. In the Criteria section, enter field values:
    1. Select Business Unit.
    2. Select From Date and To Date (current year).
  3. Select the Search button.
Enter criteria and select Search
  1. The Details section populates with results. Review/Edits the results, if needed. Select the Save button
Review and save Detail results

Select the New Withhold Details tab. You can use the "Defaults" section box if you are updating multiple lines to withholding (Set All Lines to Wthd) or not withholding (Set All Lines to No Wthd).

Use Defaults section to update multiple lines

Run the Withholding Update process, please see QRG Running 1099 WH Update Process. Once the process is completed successfully, the status/criteria will be "Database Updated".

  1. Process complete.


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