Hello @enriquey ,

Here is an idea: Use migration mode to adjust vendor year to date payment figures. I recommend testing one or two vendors in your test environment before repeating the process in your live tenant.

1. For each 1099 vendor, determine how much they were paid year-to-date for each 1099 box, before cutting over to your new Acumatica system.
2. Sign other users out of AP.
3. Turn on migration mode in AP Preferences.
4. Enter an AP Bill for each vendor, with the prior system’s amount for each 1099 box on a separate line. Remember to populate the 1099 box on each line of this Acumatica Bill.
5. In the bill header area, you will see a Balance field that appears only when migration mode is on.  Fill in $0 for the balance (unpaid amount) of these migrated 1099 bills.
6. Release the 1099 bills.
7. Turn migration mode off.
8. Print the 1099s.

Laura

Has this been confirmed to work?  I’ve always thought the payment is what triggered the 1099 amounts?

Good day,

I am in the process of assisting client with entering information for calendar year to date 1099 information.

The following steps work:

1. AP Preference - turn on the migration mode.
2. Enter AP Cash Purchase (previously known as quick check)
3. Release the Cash Purchase
4. Review 1099 Vendor History. The migrated amount should be in the proper 1099 box based on the vendor setup. 
5. Cash Purchase can also be imported via import scenario in migration mode. 

1099 Migration Template and Import Scenario for Cash Purchases.