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

Creating Payment Activities for Sites

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 site

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field of the site for which you want to create a payment activity.
3. Navigate to the Payment Activities view.
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.
   Standard Amount	The payment amount prior to any adjustment. The Actual Amount is calculated as follows: Standard Amount plus Deviation Amount equals 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 plus Deviation Amount equals Actual Amount
   Actual Amount	The actual amount to be paid to the site. The Actual Amount is calculated as follows: Standard Amount plus Deviation Amount equals Actual Amount
   Contract	Select the payee contract from the list of 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 accounts for the selected contract.