Siebel Clinical Trial Management System Guide > Setting Up and Making Clinical Payments >
Creating a Payment Activity for a Site
This task describes how to create a payment activity record for a clinical site, including the contract, account, and payee details. To create a payment activity for a clinical site
- Navigate to the Site Management screen, then the Protocol Site List view.
- In the Sites list, drill down on the Site number (#) of the site for which you want to create a payment activity.
- Select the Payment Activities tab.
- In the Payment Activities list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Payment |
This field must be selected to define the activity as a payment activity. |
Standard Amount |
The payment amount prior to any adjustment. The Actual Amount is calculated as follows: Standard Amount + Deviation Amount = Actual Amount |
Deviation Amount |
Adjust the Actual Amount by entering a value in the Deviation Amount field. The Actual Amount is calculated as follows: Standard Amount + Deviation Amount = Actual Amount |
Actual Amount |
The actual amount to be paid to the site. The Actual Amount is calculated as follows: Standard Amount + Deviation Amount = Actual Amount |
Contract |
Select the payee contract from the list of site contracts. |
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. |
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