Summary

This article covers adding and accessing the vendor budget form and the default fields available in this configurable form.

Table of Contents

• Add Vendor Budget Form
• Default Fields
  • Payment Frequency Field
  • Payment Currency Field
  • Vendor Specific Budget Items Table
    • Date Fulfilled
• Access Vendor Budget Forms
• Importing Vendor Budget Information
  • Vendor Budget and Vendor Specific Budget Items

Vendor budgets at a study level are managed in CTMS by the Vendor Budget form, one of many Configurable Forms. It is from this screen that relevant information concerning the budget and vendor budget specific items can be managed. What is displayed on this form can be configured from CTMS Settings.
The Vendor Payment Terms form is labeled Add Vendor Budget for a new record and Vendor X Budget, where X is the Vendor Name, for an existing record.

Add Vendor Budget Form

The Add Vendor Budget form can be reached by clicking the “Add Vendor Budget” action found in the Actions Menu on the Study Vendor form.

Default Fields

The Vendor Budget form contains the following fields by default:

Payment Frequency Field

The Payment Frequency field is a Dropdown Select Field, and is used to identify the expected frequency of the payments. By default options available are “On Demand”, “Monthly”, “Quarterly”, “Semi-annually”, “Annually”, “Weekly”, “Bi-weekly”, and “Bi-monthly”. These options can be changed via the Payment Frequency Managed List found in CTMS Settings.
The Payment Frequency field is a required field and a black alert will fire if the Payment Frequency data is not provided. The form cannot be saved until the Payment Frequency data is entered. The Payment Frequency field’s visibility settings cannot be changed.

Payment Currency Field

The Payment Currency field is a Dropdown Select Field used to identify which currency is used in the contract payment terms. The field will contain as options all currencies supported by the system.
By default, the Payment Currency field is a preferred field and a red alert will fire if the Payment Currency data is not provided. The Payment Currency field’s visibility settings cannot be changed.

Once the Vendor Budget form is saved and accessed the Vendor Specific Budget Item table will appear.

Vendor Specific Budget Items Table

The Vendor Specific Budget Items table allows vendor specific budget items to be defined. The Vendor Specific Items added are included in the Study Budget.

Select the “Add Row” button to add a new row to collect additional budget items in the vendor budget.

Date Fulfilled

Date Fulfilled is a date field to collect the date the vendor budget item was fulfilled and due for payment. When the Date Fulfilled is entered the amount is calculated as Total Paid for the vendor under the Study Budgets screen.
To remove a row added in error, select the associated delete icon.

Access Vendor Budget Forms

Once a Vendor Budget form is saved, the form can be accessed in the Vendor sub-menu, under the Vendor Contract & Budget sub-menu:

Importing Vendor Budget Information
More information coming soon.

Vendor Budget and Vendor Specific Budget Items

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