9.2 Withholding Mismatch Report

Purpose:  Use this document as a reference for how to review all payments and associated vouchers made to withholding entities by supplier.

Audience:  Financial Staff.

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

  • ZZ Accounts Payable Reports

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

Before you can create the Withholding Mismatch report (APX9010), you must run the Withholding Mismatch Application Engine process (WTHD_MISMATCH). The Withholding Mismatch report enables you to identify voucher lines on which the withholding applicable flag does not match the withholding flag on the supplier.

You can update transactions using the Withholding Update Application Engine process (AP_WTHD_UPDT), and then rerun the Withholding Mismatch process and Withholding Mismatch report to recheck the voucher line withholding.  

Withhold Mismatch Report

Navigation:  NavBar > Navigator > Suppliers > 1099/Global Withholding > General Reports > Wthd Voucher/Supplier Mismatch

  1. The Wthd Voucher/Supplier Mismatch run control search page displays.  Enter an existing Run Control ID then select Search; or Add a New Value, then select Add.
Wthd Voucher Supplier Mismatch run control search page
  1. The Withhold Mismatch Request page displays.
  2. Enter Request ID, Business Unit, Start Date and End Date.
  3. Select Run.
Withhold Mismatch Request page
  1. The Process Scheduler Request page displays.  
  2. Select Withholding Missmatch (WTHD_MISMATCH).
  3. Select OK.
Process Scheduler Request page
  1. The Withhold Mismatch Request page displays.
  2. Make note of the Process Instance number.
  3. Select Process Monitor.
Withhold Mismatch Request page
  1. The Process Monitor page displays.
  2. Select Refresh until the Instance corresponding to the Process Instance number noted above achieves a Run Status of 'Success' and a Distribution Status of 'Posted'.
Process Monitor page
  1. After the process runs successfully, navigate to Withholding Mismatch request page (refer to step 1).
  2. Select Run.
Withhold Mismatch Request page
  1. The Process Scheduler Request page displays.
  2. Select Withholding Mismatch Report (APX9010).
  3. Select OK.
Process Scheduler Request page
  1. The Withhold Mismatch Request page displays.
  2. Make note of the Process Instance number.
  3. Select Process Monitor.
Withhold Mismatch Request page
  1. The Process Monitor page displays.
  2. Select Refresh until the Instance corresponding to the Process Instance number noted above achieves a Run Status of 'Success' and a Distribution Status of 'Posted'.
  3. Select the Report Manager link.
Process Monitor page
  1. The Report Manager displays. On the List tab, select the report APX9010-APX9010.htm
List tab
  1. On the Report page, select filename APX9010.htm
Report section, File List link

Sample Report

Sample Report
  1. Process complete.

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