Site Payments Process API - Implementation Template
Prerequisites
Veeva CTMS Configuration
- Create a custom field named
debtor__c
inorganization__v
object. The following lifecycle states are created for the payment request workflow in Veeva CTMS:
- Ready for Payment
- Extracted for Payment
- Payment Completed
Creating a custom field in Veeva
- Login into the Veeva CTMS system.
- Navigate Admin (Top Right side, Gear Icon) --> Configuration --> Objects under Object Setup column.
Select organization__v object, navigate to Fields tab, click on Create button and provide following details.
Field Type
: TextLabel
: DebtorName
: debtorStatus
: ActiveUnder Options
: Provide a maximum length (e.g. 50)
Click on `Save' button.
Creating a lifecycle state in Veeva CTMS
- Login into the Veeva CTMS system.
- Navigate Admin (Top Right side, Gear Icon) --> Configuration --> Object Lifecycles under Business Logic column.
Select
Payment Request Lifecycle
object lifecycle, navigate to States tab, click on Create button and provide following details.State Label
: Name of the Lifecycle state (e.g. Ready for Payment)Status
: Active
Click on `Save' button.
SAP Configuration
- Business Partner is created in SAP for each site during study setup process and have a reference recorded in Veeva CTMS organization object custom field (debtor__c).
- Company Code and GL Account are created in SAP and have a reference recorded in Veeva CTMS fee schedule.
- Refer to SAP Accounts Payable System API SAP S4HANA Cloud setup guide for further configuration details.