Creating a View in 1099 Processing

To better manipulate and filter your data in the 1099 Work File, you should create at least one custom view.  Following are instructions that will create a view that limits the records displayed to those with a value in the YTDPayments field of $600.00 or more and a value greater than $0.00 in the Currency1, Currency2, Currency3 or Currency4 fields.

To create a View, choose TOOLS, Define View and then click the NEW Button.  The following will be displayed:

Enter a name for the query and if you want to make this view available to others, check the “Make this Query Public” option.  To refine the query, click on the QUERY DETAIL Button.  The following will appear:

Under the Query Criteria section, select (click on) “CalendarYear is Identical to 2011" and notice how the “Query Statement” at the top changes to give you the details of this query.  In the Query Statement section at the top, check the “Runtime” box.  This will cause the program to prompt the user for the calendar year when they choose this vew allowing the view to be used from year to year.

Now you need to add a line to the query that filters out records where the YTD Payments were less than $600.00.  To do this, click the ADD ITEM Button.  In the Query Statement section click on the drop down for the Field and Choose “YTDPayments.”  Choose “Greater Than” for the Operator and then enter 599.99 in the Value field.  Next, click the NEW GROUP Button and you will see a new “Group” line appear directly above the YTDPayments Greater Than line.  Highlight the new Group line and change the operator to “Any.”  Your screen should now look as follows:

Click ADD ITEM to add a new query line under the new group.  Highlight the new item and in the Query Statement section click on the drop down for the field and choose “Currency1."  Choose “Greater Than” for the Operator and then enter 0.00 in the Value field.  Perform this ADD ITEM function to add a line for Currency2, Currency3 and Currency4.  When you have added all items, your query screen should appear as follows:

If everything looks okay, click the OK button.  After you are back in your Views list, highlight the view you just created and click the SET AS DEFAULT button.  This will be the view (Filter) set every time you enter 1099 processing unless you change the Default View to another defined view.