Splitting Payment Activities Between Multiple Payees

You can split payment activity between multiple contracts and payees. Each contract and payee combination for each payment activity split must be unique for the payment.

You define payment activity splits at the payment exceptions level in the Split Details applet. You can also define payment activity splits in the Split Details view for payments that do not have any payment exceptions. Scheduling a subject for the corresponding site applies the subject visit template, and creates a payment activity for each split payment in the Split Details applet.

To split a payment activity between multiple payees 

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 set up split payments.

3. Navigate to the Payment Exceptions view.

4. In the Payment Exceptions list, select the record for which you want to create split payments.

5. Navigate to the Split Details list.

6. Create a new record for each payment split and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Contract	Select the payee contract from the list of contracts. The contract and payee combination for each payment split must be unique for the payment.
   Account	Displays the primary account for the selected contract.
   Payee Last Name	Select the payee last name from the list. The list displays all contacts for the primary account of the selected contract.
   Payee First Name	Displays the payee first name.
   Split Percentage	Type the split percentage for each payment split. The total split percentage for all of the payment splits must be one hundred percent. The split percentage is automatically calculated if you manually enter the amount in the Split Amount field.
   Split Amount	Displays the split amount by using the split percentage of the total payment amount. You can also manually enter the amount.

   
   

7. After you create all payment splits, verify that the Split Status icon in the Payment Exceptions view is green. This color indicates that the total splits for the payment amount to one hundred percent.