BMS Process Flow
BMS customer relationship is owned by
Client Services
BMS Vendor Codes will begin with what letter
"Z"
Contract Details Tab: For BMS the PIF is provided by Sponsor/CRO along with the executed CTA. In these cases the PIF request and receive date should be
The same as the Contract Receive date
What meeting will SSAs be asked to attend regarding the Reimbursable budget?
Genesis meeting
What is BMS Funding Model
Western Union WUBS –according to payment currency outlined in the Contract. If there isn’t a BMS Funding account available as outlined in the Site CTA, it should be addressed with Financial Operations team
(True or False) Initial SAP vendor creation is automated through the feed.
TRUE: All fields are populated automatically Nothing needs to be added in SAP for the initial vendor creation.
Contract Details (Funding Selection) SSAs will select Funding Account. If there isn’t a BMS Funding account available as outlined in the Site CTA what should SSA do?
It should be addressed with Financial Operations team
Task: When submitting a task for BMS which Task type should be selected?
Payment Information Review
What are Insourced studies?
Study in which BMS employees complete all processes (managed in house) ~80 of studies
For BMS the Group field in SAP should be
"Vendors"
(True or False) All fields in Payment Information are populated automatically when new contract is created in InSite.
False
Invoice Processing (True or False) BMS will refuse invoices with “Bill to” information that is not correct
True
What are Outsourced studies?
Study in which BMS has opted to utilize a CRO to managed SOME of the processes ~20 of the studies
After the initial feed to SAP the SSA will ONLY be able to amend which line of information within the Address Tab for US and Canadian sites?
The "Attention" line for US and Canada only
Contract Details (Site Information) Who should SSAs inform if the Funding information is not automatically populated via the automated data feed?
Associates should inform IT
Invoice processing: Which box must be checked in order for the sponsor to be able to see and download the invoices to their files
"Is Public"
Insourced study documents will be posted in
BMS DEP Document Exchange Portal
(True or False) For BMS the Accounting Tab will always be populated
FALSE: The 1099 Form and 1099 Box under the accounting tab should be left blank for all vendors regardless of whether they are located in U.S. or ROW
(True or False) Site Invoice and Tax terms - SSAs are required to input the Payee VAT # for BMS
FALSE - For BMS this information flows in through the vendor data feed, hence no manual entry required
Payment request will be performed by whom?
The Client Services Lead