Parameter

Description

Beginning Date

Provide the starting and ending dates for record selection (in MM/DD/CCYY format). The application compares this date range to the statement dates for the specified driver. If the statement date falls within the selected range, then the document is included on the report.

TECHNICAL NOTE: The application compares the date range to the PM30300.DATE1 (Applied Date) or the PM30300.GLPOSTDT (Posting Date). If the Applied Date is newer than the Posting Date, then the Applied Date is referenced; otherwise, the application references the Posting Date for comparison.

Ending Date

Vendor

Provide the vendor identification for the driver. The report lists all statements for this person for the given date range. The Driver ID corresponds to the vendor ID managed through Microsoft Dynamics GP (PM30300.VENDORID).

ExpandedView

Selecting the True option expands all the rows in the report.

Field

Description

Report Heading

This section appears at the top of each page of the report

Report Title

The title of the report displays as Driver 1099 Detail Report by Statement Date.

Reporting Period

The date range specified within the parameters section displays in a caption formatted as, “For the Period Beginning [BEGINNING DATE] and Ending [ENDING DATE]“

Report Data

Vendor Information

The vendor ID followed by the vendor name display at the top of the data listing (data is pulled from PM30300.VENDORID and PM30300.VENDNAME). The report lists data for a single specified vendor.

Report Detail Header

For each statement, the report displays “Statement Date” followed by the corresponding Applied Date (PM30300.DATE1) along with document totals for each amount (1099 Amount, Credit 1099 Amount, and Net 1099 Amount). Each header record expands to show the document details comprising the statement.

Report Detail

Apply to Document Number

The document or voucher number for a particular transaction associated to the statement displays (data is comprised of PM30300.VCHRNMBR, PM30300.APFRDCNM, and PM30300.DOCTYPE)

Apply to Document Type

The document type for a particular transaction associated to the statement displays.

Apply To Order Number

The Order Number for a particular transaction associated to the statement displays.

Apply From Doc Number

Document Number of the Document that the transaction is applied from displays.

Document Type

Document type as set in the Document Type Setup.

Apply From Order Number

Order Number of the Document that the transaction is applied from displays.

Applied 1099 Amount

The 1099 applied dollar amount associated to the transaction displays (PM30300.Applied1099Amount)

Credit 1099 Amount

The 1099 credit dollar amount associated to the transaction displays (PM30300.Credit1099Amount)

Net 1099 Amount

The dollar amount difference between the 1099 Amount and the Credit 1099 Amount displays.

Report Totals

Total For Date Range

Totals for the 1099 Amount, Credit 1099 Amount, and Net 1099 Amount for all documents included in the report display at the bottom of the report.