Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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You can copy the details of a split payment activity to multiple payment activities. You copy payment activity splits at the payment exceptions level.
To copy details for a payment split
Navigate to the Site Management screen, then the Protocol Site List view.
In the Protocol Site list, drill down on the site number field of the site for which you want to copy split payment details.
Navigate to the Payment Exceptions view.
In the Payment Exceptions list, select the record that you want to copy.
Click Apply Split to Other.
The Payment Activities Select Applet appears.
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.
Navigate to the Split Details applet, and make any required amendments.