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Siebel Life Sciences Guide > Setting Up and Making Subject Activity Payments > End-User Procedures >
Adjusting Payment Amounts and Generating Payments for Sites
Although payments are generally set on per-site basis (Setting Payment Exceptions for a Site), occasionally the CRA may want to make additional adjustments to the amount paid for a given payment activity.
Once the CRA has finalized the amounts, payments are generated for all completed payment subject activities in the currency specified for the site. Each payment record is given a unique identity number. Other information, such as check number, check date, and check amount, can be entered later, either manually or by importing the data from a back-office finance system.
To make final adjustments to the payment amounts and generate payments
- Navigate to the Site Management screen.
- In the Sites list, select the site for which you want to generate payments.
- Click the Payment Activities view tab.
This view lists all scheduled payment subject activities for subjects associated with the site.
- Optional: Adjust the Actual Amount to be paid to the site by entering a value in the Deviation Amount field.
Standard Amount + Deviation Amount = Actual Amount
- Check Payment Completed and click Generate Payment.
The application removes the completed payments from the Payment Activities list.
- Click the Payments view tab.
The payment generated in Step 5 appears in the Payments list.
- Complete the fields in the Payments record.
Some of the fields in a Payments record are described in the following table.
In a larger organization, an employee in the financial accounts department, rather than a CRA, might be responsible for supplying the check number, date, and amount. Information may also be automatically loaded from a back-office finance system.
- Click Roll Up in the Payments list.
See To roll up payment amounts for a protocol, Step 1, for more information about the Roll Up button.
- Optional: Click the hyperlink in the Payment # field to view the payment activities associated with this payment.
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Siebel Life Sciences Guide Published: 18 April 2003 |