Site Payments Process API - Implementation Template

Veeva CTMS Configuration

1. Create a custom field named debtor__c in organization__v object.

2. 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

1. Login into the Veeva CTMS system.
2. Navigate Admin (Top Right side, Gear Icon) --> Configuration --> Objects under Object Setup column.

3. Select organization__v object, navigate to Fields tab, click on Create button and provide following details.

   • Field Type : Text
   • Label: Debtor
   • Name : debtor
   • Status : Active
   • Under Options : Provide a maximum length (e.g. 50)

4. Click on `Save' button.

Creating a lifecycle state in Veeva CTMS

1. Login into the Veeva CTMS system.
2. Navigate Admin (Top Right side, Gear Icon) --> Configuration --> Object Lifecycles under Business Logic column.

3. 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

4. Click on `Save' button.

SAP Configuration

1. 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).
2. Company Code and GL Account are created in SAP and have a reference recorded in Veeva CTMS fee schedule.
3. Refer to SAP Accounts Payable System API SAP S4HANA Cloud setup guide for further configuration details.