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

Reverting Payment Records

A payment record can be reverted to modify the payment details. The Revert button is enabled when a single payment record with one of the following statuses is selected:

• In Progress
• To Be Processed

The Revert button is disabled for other statuses, and if multiple records are selected.

Your system administrator can modify the payment status values for which the Revert button is enabled by configuring the LS Clinical Enable Revert On Status property in Siebel Tools. For more information, see User Properties for Business Components in Siebel Clinical.

A reverted payment activity record is removed from the Payments view and returned to the Payment Activities view.

To revert a payment record

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 revert a payment.
3. Navigate to the Payments view.
4. Select the payment to revert.
5. Click Revert.

   The payment records and split payment activities are updated as follows:

   • The reverted payment activity record is removed from the Payments view and returned to the Payment Activities view for further processing.
   • If the payment record consisted of multiple payment activities, and if only some of the payment activities have been reverted, then the Earned Amount and Requested Amount fields are recalculated for the Payment record.