How to Request a Refund for Sponsor Initiated Clinical Trials


Overview

The article provides a step-by-step guide on requesting refunds for clinical trials. It outlines the process, offering clear instructions and insights to help individuals navigate the refund request procedure effectively in the context of clinical trials initiated by sponsors.

Prerequisites

Next Steps

1. Follow steps from the Creating Credit Memo in Project and Portfolio Management (PPM) Invoice KBA to create a revised invoice in Oracle (OFC).
2. Once the Invoice has been finalized in OFC, open a Service and Support ticket for AR Billing - Other and request the refund.
3. In the ticket please use the following format:

  1. Please also reference the OFC invoice # of the negative invoice and ask that the original positive invoice and the negative invoice are applied against each other to be zeroed out.

Questions?

If you need any need additional assistance, please submit a ticket here.