1099 Name Printing Order in Jasper Report and XML Output

Why is it Useful?

CMiC supports printing of two names and in different orders as per the client’s settings in AP Control File and Business Partner Maintenance screens.

NOTE: This feature was released in Patch 13-2 under Issue 20.20874.

How Does it Work?

There are three phases of development regarding the 1099 Recipient’s Name Printing in 1099 and they are described below in chronological order.

  1. Business Partner Maintenance > SSN Flag (Original Implementation in CMiC 1099 application)

    1. Unchecked:

      1. Registration Number can be of any length.

      2. Business Partner AKA Name can be left blank.

      3. 1099 Jasper Report & XML output will print the names in the following order:

        (1) Name1: Business Partner Name

        (2) Name2: Business Partner AKA Name

    2. Checked:

      1. Registration Number must be of 9 digits long.

      2. Business Partner AKA Name must be populated in order to successfully print 1099 reports.

      3. 1099 Jasper Report & XML output will print the names in the following order:

        (1) Name1: Business Partner AKA Name

        (2) Name2: Business Partner Name

  2. Business Partner Maintenance > 1099 Print Name (Name to Print on 1099 to substitute AKA Name – Implemented in the year 2008 under issue# 08.25961)

    1. This field is hidden by default. When required, users may unhide using the Lite Editor.

    2. This is a free form field and users may enter a Business Partner Name as required.

    3. When this field is populated, then:

      1. BP AKA Name will be substituted (replaced) with this ‘1099 Print Name’ value.

  3. AP Control File Settings > Other > 1099 Controls > Print Business Partner Legal Name (Implemented in the year 2015, under issue# 14.95789)

    1. Unchecked:

      1. Business Partner Legal Name will not be used/printed in 1099 Report/XML output.

    2. Checked:

      1. Business Partner Legal Name will be printed as First Name.

The following tables show the results of printing Name1 and Name2 as per the three different logic defined above.

SSN Flag and the Name1 & Name2 printing in Jasper Report and XML File output

SSN Flag and 1099 Print Name value and the Name1 & Name2 printing in Jasper Report and XML File output

AP Company Control > Other > 1099 Controls >Print Business Partner Legal Name on 1099s = Y (Checked)

NOTE: There is no change to the name printing and their order. The discrepancies in some scenarios above are corrected and the XML output is adjusted exactly as per the Jasper Report.