Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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This task describes how to create a payment activity record for a clinical site. This record includes the contract, account, and payee details.
To create a payment activity for a site
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 create a payment activity.
Navigate to the Payment Activities view.
In the Payment Activities list, create a new record and complete the necessary fields.
Some fields are described in the following table.
Field | Comments |
---|---|
Payment | Select this field to define the activity as a payment activity. |
Standard Amount | Type the payment amount prior to any adjustment. |
Deviation Amount | Type a value in this field to adjust the value in the Actual Amount field. |
Actual Amount | Displays the actual amount to pay to the site. The actual amount is calculated as follows:
Standard Amount plus Deviation Amount equals Actual Amount |
Contract | Select the payee contract from the list of contracts. |
Account | Displays the primary account for the selected contract. |
Payee Last Name | Select the payee last name from the list. The list displays all primary accounts for the selected contract. |
Payee First Name | Displays the payee first name. |