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

Copying Details for Payment Splits

The details of a split payment activity can be copied to multiple payment activities. Payment activity splits are copied at the payment exceptions level.

To copy details for a payment split

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 copy split payment details.
3. Navigate to the Payment Exceptions view.
4. In the Payment Exceptions list, select the record that you want to copy.
5. Click Apply Split to Other.

   The Payment Activities Select Applet appears.

6. Select the payment activities to which you want to apply the split details, and click OK.

   The split details are created in the Split Details applet for all of the selected payment activities.

7. Navigate to the Split Details applet and make any required amendments.