The 1099 Applied by Commission Statement Date report provides a breakdown of 1099 amounts by statement date for a given driver (vendor) over a given date range.
Parameters
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Parameter |
Description |
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Driver ID |
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). |
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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.
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Ending Date |
The following table describes the data that display on this report.
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Field |
Description |
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Report Heading |
This section appears at the top of each page of the report |
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Company Name |
The report displays the company name defined within Dynamics GP (SY01500.CMPNYNAME) |
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Report Title |
The title of the report displays as Driver 1099 Detail Report by Statement Date. |
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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]“ |
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Report Data |
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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. |
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Report Detail Header |
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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. | |
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Report Detail |
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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) |
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Applied From Document |
Document that the transaction is applied from displays (data is comprised of PM30300.APTVCHNM, PM30300.APTODCTY, and PM30300.APTODCNM) |
|
1099 Amount |
The dollar amount displayed is the 1099 Applied Amount less any 1099 Credit Amount set for the transaction (PM30300.TEN99AMNT less PM30300.Credit1099Amount). |
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Credit 1099 Amount |
The 1099 credit dollar amount associated to the transaction displays (PM30300.Credit1099Amount) |
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Net 1099 Amount |
The dollar amount difference between the 1099 Amount and the Credit 1099 Amount displays. |
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Total for Statement |
A total line for all documents displays along with the commission statement date (CommStmtHeader.ToDate). The totals displayed are the same as that listed in the detail header line, i.e. column totals for 1099 Amount, Credit 1099 Amount, and Net 1099 Amount. |
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Report Totals |
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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. |