Siebel Clinical Trial Management System Guide > Setting Up and Making Clinical Payments >

Splitting Payment Activities Between Multiple Payees

A payment activity can be split between multiple contracts and payees. Each contract and payee combination for each payment activity split must be unique for the payment.

Payment activity splits are defined at the Payment Exceptions level in the Split Details applet. Payment activity splits can also be defined in the Split Details view for payments that do not have any payment exceptions. Scheduling a subject for the corresponding site applies the template and creates a payment activity for each split payment defined in the Split Details applet.

To split a payment activity between multiple payees

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Sites list, drill down on the Site number of the site for which you want to set up split payments.
3. Click the Payment Exceptions tab.
4. In the Payment Exceptions list, select the record for which you want to create split payments.
5. Navigate to the Split Details applet.
6. Create a new record for each payment split, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Contract	Select the payee contract from the list of site contracts. The contract and payee combination for each payment split must be unique for the payment.
   Account	This field is automatically populated with the primary account for the selected contract.
   Payee First Name	Select the payee first name from the list.
   Payee Last Name	Select the payee last name from the list. The list displays all primary account contacts for the selected contract.
   Split Percentage	Enter the split percentage for each payment split. The total split percentage for all of the payment splits must be one hundred percent. The split percentage is automatically calculated if you enter the amount manually in the Split Amount field.
   Split Amount	This field is automatically calculated based on the split percentage of the total payment amount. You can also enter the amount manually.

7. When all payment splits have been created, verify that the Split Status icon in the Payment Exceptions view is green, to indicate that the total splits for the payment amount to one hundred percent.