FMS Job Scheduling
BAxxxxJ BMxxxxJ FMxxxxJ GAxxxxJ MMxxxxJ PMxxxxJ FGxxxx Other

FG069M
1099 Summarization Process

(CAUTION: CONTACT SBCTC BEFORE RUNNING THIS JOB GROUP THIS JOB GROUP UPDATES 1099-MISC BALANCES) This job group extracts data from the Account Detail Extract File (GA1301S). The extracted data is summarized, based on the criteria for the 1099 Summarization Process, and updated to the Reporting File (MM2104D). Report MM2205A (1099-MISC Detail Report) is produced, displaying records added, records updated, and exception records. Report MM2205B (1099-MISC Detail Summary Report) summarizes the detail records by 1099 class. Report MM2205C (1099-MISC Error Report) displays any record errors.
Special Instructions The parameters that appear will depend on the jobs that are selected.
Operator Instructions GA1301J : N


Job Group Definition

Req/
Opt
Seq # Prior
Seq #
Job
Number
Description/Reports
O 01 00 GA1301J
GL Detail Report Extract
R 02 01 MM2205J
1099 Summarization Process
  1099 - Misc Detail Report (MM2205A)
  1099 - Misc Detail Summary Report (MM2205B)
  1099 - Misc Error Report (MM2205C)
O 03 02 MM2206J
1099 Misc Summary (by Month) Report
  1099 Misc Summary (by Month) Report (MM2206)


Parameters

MM2205-SORT-OPT V = Sort by Vendor Number
N = Sort by Vendor Name
S = Sort by Tax identification number (SSN)
MM2206-CLAS-OPT Refers to the 1099 classification. Valid entries are:

MO - Other
M1 - Rents
M2 - Royalties
M3 - Prizes and Awards
M4 - Federal Income Tax Withheld
M5 - Boat Proceeds
M6 - Medical and Health
M7 - Non-Employee Compensation
M8 - Substitute Payments in Lieu of Dividends or Interest
M9 - Direct Sales
MA - Crop Insurance Proceeds
MB - Excess Golden Parachute Payments
EXAMPLES: Enter two characters (M7) for a report on 1099 Class M7. Enter M1,M2,M7 for a multiple 1099 Class report on classes M1, M2, and M7.
MM2206-MO-OPT Indicates which month(s) will be printed. To report one month type in 01 (e.g., JAN). To report more than one month, separate by commas (e.g., 01,02,03....12). To report all twelve months, type in ALL.
MM2206-RPT-YR The last two digits of the calendar year (YY).
MM2206-SORT-OPT V = Sort by Vendor Number
N = Sort by Vendor Name
S = Sort by Tax identification number (SSN)
MO13-RPT-IND 0 = Normal month end reporting
1 = 13th/25th month. Exclude 12th month.
REPROCESS-OPT Y = Yes, reprocess 1099 Summarization
N = No, do not reprocess; run the normal 1099 Summarization Process (Default)
YR-MO The year-month to be processed (YYMM).

Distribution: FMS
Created: FRI, JUL 31, 2015, 03:08 PM