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Siebel Life Sciences Guide > Setting Up and Making Subject Activity Payments > End-User Procedures >

Rolling Up Paid Amounts to the Protocol Level

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You need to use the Roll Up buttons to update the Paid to Date fields on the Protocol, Region, and Sites screens. These fields do not update automatically.

To roll up payment amounts for a protocol

Roll up paid and earned amounts for a site:
Navigate to the Sites Management screen.
Select a site.
Click the Payments view tab.
In the Payments list, click Roll Up.

This updates the Paid to Date and the Earned to Date fields in the Site form.

Repeat Step 1 for each site in the region or protocol.
If the site belongs to a region, update the paid amount for the region:
Navigate to the Regions screen.
Select the region.
Click the Payments view tab.
In the Payments list, click Roll Up.

This updates the Paid to Date field in the Region form and makes any currency conversions that are required.

NOTE:  When site payments roll up to the region level, the exchange rate is determined by the exchange date set at the region level.

If there are other regions associated with the protocol, repeat Step 3 for each region.
Roll up paid amounts for the protocol.
Navigate to the Protocols screen.
Select the protocol.
Click the Payments view tab.
In the Payments list, click Roll Up.

This updates the Paid to Date field in the Protocol form and makes any currency conversions that are required.

NOTE:  When site payments roll up to the protocol level, the exchange rate is determined by the exchange date set at the protocol level.

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