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 activity

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 generate a payment.
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.
   Completed	This field must be selected. When you click the Generate Payment button, the process uses only payment activity records that are completed to generate payment records.
   Standard Amount	The payment amount prior to any adjustment. The Actual Amount is calculated as follows: Standard Amount plus Deviation Amount equals Actual Amount

5. Click Generate Payment.

   The completed payments are removed from the Payment Activities list, and the payment record is created in the Payments list.

6. To complete the payment, follow Step 6 to Step 8 in Adjusting Payment Amounts and Generating Payment Records for Sites.