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

Generating Payment Records for Unplanned Payment Activities

Unplanned payments not associated with subject activities can be created for clinical sites.

To generate a payment record for an unplanned payment

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Sites list, drill down on the Site # of the site for which you want to generate a payment.
3. Click the Payment Activities tab.
4. In the Payment Activities list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Payment	This field must be selected to define the activity as a payment activity.
   Completed	This field must be selected. The Generate Payment task uses only payment activity records which are completed to generate payment records.
   Standard Amount	The payment amount prior to any adjustment. The Actual Amount is calculated as follows: Standard Amount + Deviation Amount = Actual Amount

5. Click Generate Payment.

   The application removes the completed payments from the Payment Activities list, and creates the payment record in the Payments list.

6. To complete the payment, follow Step 6 to Step 8 in the procedure To make final adjustments to the payment amounts and generate payment record.