Reverting Payment Records

You can revert a payment record to modify the payment details. The Revert button is enabled when you select a single payment record with one of the following statuses:

• In Progress

• To Be Processed

The Revert button is disabled for other statuses, and if you select multiple records.

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 user property in Siebel Tools. For more information about this user property, 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 consists of multiple payment activities, and if you revert only some of the payment activities, then the Earned Amount and Requested Amount fields are recalculated for the Payment record.