Creating Payment Activities for Sites

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

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 create a payment activity.

3. Navigate to the Payment Activities view.

4. In the Payment Activities list, create a new record and complete the necessary fields as shown 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.