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

Generating Final Payments for Sites

Final payments can be made to sites when all payment activities have been completed.

NOTE:  All prior final payments to sites must be completed and information for these payments updated in the system before new final payments can be generated.

To generate final payments for a site

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 Payments view tab.
4. Make sure that all Check Amounts for past payments are up to date.
5. In the Payment list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Account	This field is read-only and displays the primary account for the contract that the payment record is associated with.
   Contract	Select the payee contract from the list of site contracts.
   Check Amount	The amount of money for which the check is to be made out. This is usually, but does not have to be, the same as the Earned Amount.
   Check Date	The date on which the check was issued.
   Check Number	The number assigned to the check.
   Status	This field defaults to the status To Be Processed.
   Type	You must set this field to Final Payment. When this field is set, the Requested Amount for the final payment is automatically calculated as equal to the Earned to Date Amount minus the Paid to Date Amount for the site.
   VAT Amount	Enter the value added tax for the clinical site payment. The total VAT amount for all payments is rolled up to the Region, Protocol, and Program levels, and it is displayed in the VAT to Date field.

   When you step-off and save the record, the requested amount field is automatically updated by subtracting the site's total Paid Amount to date (that is, Check Amount) from its total Earned Amount to date.