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 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 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 Payments view.
4. Make sure that all Check Amount fields for past payments are up to date.
5. In the Payments list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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 contracts.
   Check Amount	The amount of money for which the check is to be made out. This field is usually, but does not have to be, the same as the Earned Amount field.
   Check Date	The date on which the check was issued.
   Check Number	The number assigned to the check.
   Status	This field is populated with a value of To Be Processed.
   Type	You must set this field to Final Payment. When this field is set, the Requested Amount field for the final payment is automatically calculated as equal to the amount in the Earned to Date field for the site minus the amount in the Paid to Date field for the site.
   VAT Amount	Enter the value added tax for the site payment. The total VAT amount for all payments is rolled up to the region, protocol, and program levels, and appears in the VAT to Date field.

   When you step-off and save the record, the Requested Amount field is automatically updated by subtracting the amount in the Paid to Date field for the site (that is, the amount in the Check Amount field) from the amount in the Earned to Date field for the site.