Hello @Otto Schmid ,

I hope all is well with you over there ;o)

Glad to hear that my comments were of assistance, and indeed, there is lots of videos out there from other customers sharing their experiences. Hopefully, other will also contribute to this post in the coming weeks.

Have a great day!

Pere Taulé

For setup changes, see Doc ID 3102721.1 - EAP WTHD25: For 1099 Reporting Year 2025, What Setup is Required to Implement the IRS Changes For Forms 1099-NEC and 1099-MISC?

Note: Bug 38342920 - AP: NEW 2025 IRS REQUIREMENTS FOR REPORTING 1099-NEC/MISC, must be applied along with the required setup, before applying Bug 38479968 - 1099 Update for 2025 (Fix ETA 11/14/2025).

Thanks, Pere! You gave me exactly what I was looking for.

As always, much appreciated.

Rick

hi @Pere Taule-Oracle

Thank you for your feedback.

I managed to find a form in our Demo environment when using the tiles instead of the menu navigation as per your advice.

It's good to know that Customers are making use of the form functionality. I was hoping that those who are making use of them would add to this post.

Searching the Internet (which I didn't do before posting this question) yielded quite a few results of Customers, who have used this functionality, that one can contact.

It would be interesting to find out who of those Customers have used both Apex and PeopleSoft Forms to extend functionality. Since both are Oracle products, Customers have the best of both worlds. At my company we have only used Apex and not PeopleSoft Forms (yet)

Regards

Otto

Hello @Otto Schmid ,

I hope all is well with you over there ;o)

Thanks for your new post into the PeopleSoft ESA Community!!

I have seen over the years several customers making use of the Forms functionality, and implement it on their systems. In a DEMO instance, there should be some Form IDs already delivered, and ready to be reviewed/tested on:

Under the Manage Forms page, one can define the Owner IDs. Once that is done, in the Design Forms tile, the User would be able to see their design: (I logged as User ID VP1)

The 2 Form IDs that were assigned to User ID VP1 are displaying correctly:

They can be edited through the EDIT button, accessing the Wizard; or new ones can be created.

The below Knowledge Article would offer more insights on regards to the usage of Forms, Approver Builder, and how to use it:

• EC: How to Use Forms and Approver Builder ( FAB ) in PeopleSoft 9.1 and 9.2 Applications (Doc ID 1379385.1)

I hope that the information provided has clarified all your doubts. Should you have additional related questions, do not hesitate letting us know. On the contrary, if all your queries, and doubts have been successfully addressed, please make sure to mark 'YES' on the 'Did this answer the question? Yes-No' link. This will enable other Community Users to quickly identify the solution suggested, and see that this post has been successfully
answered.

Have an excellent day!

Pere Taulé