Before you perform 1099 reporting, you need to ensure that the Query Driver hidden parameter is set properly and consistently for the 1099 reports that use this parameter. To help ensure that the parameter is consistent, the system administrator sets the parameter and the parameter does not appear during report submission.

The following 1099 reports use the Query Driver parameter :

• 1099 Forms

• 1099 Payments Report

• 1099 Electronic Media

• 1099 Supplier Exceptions

• 1099 Invoice Exceptions

These reports provide 1099 payment or exception information by balancing segment. Each report uses the setting of the Query Driver parameter to determine which account to use to determine the balancing segment associated with the invoice. The parameter options are:

• INV: charge account on the invoice distribution

• PAY: bank cash account used for the invoice payment

When you submit each of these 1099 reports, you run the report for a specific reporting entity. By choosing a reporting entity, you are choosing to run the report for the balancing segments assigned to the specified reporting entity. For example, you run a report for reporting entity "Headquarters", which represents balancing segments 1, 2, and 3. The report includes all transactions that were charged to accounts with balancing segments 1, 2, and 3.

You need to set the Query Driver parameter so you will report using the transaction type that has the most specific information, either the payment or the invoice. Continuing from the previous example, if you use the same cash account to pay for transactions for balancing segments 1, 2, 3, and 4, and balancing segment 4 is assigned to reporting entity "West", then you should use INV as your Query Driver parameter. You can run the reports for both the Headquarters and West reporting entities because the system can then separate transactions by balancing segment.

The default parameter for the 1099 reports is PAY. If you want to use the PAY parameter, then do nothing.

If you want to change the parameter to INV, then perform the following steps for each of the reports.

To change the Query Driver parameter from PAY to INV:

1. Log in as the System Administrator.

2. Navigate to the Concurrent Programs window.

3. Search for the report and click Parameters.

4. Select the Query Driver parameter and update the Default Value field.