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

Generating Payment Records for Clinical Sites

This topic describes how to generate payment records from payment activities. Payments are generated for each unique contract, account and payee combination for the payment activities that are marked as Completed.

To generate a payment record for a clinical site

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 generate a payment.
3. Click the Payment Activities tab.
4. Select the Completed option for each payment activity to be used for generating the payment record.
5. Click Generate Payment.

   The completed payments are removed from the Payment Activities list. Payment records for each unique contract, account and payee combination are generated in the Payments list.