Duke

In many situations, departments need to issue payments to either individuals or companies for services offered to Duke University/DUHS. This interactive session provides a detailed look at the General Accounting Procedures (GAPs) governing Accounts Payable Check Requests and the specific business process departments should follow in making such a request. Focus will also be given to internal and external compliance requirements, process time and procedures, and best practices to model when requesting A/P Checks. Participants will look in detail at how to best complete the A/P Check Request form. Situational exercises will be used to apply participant learnings to real "Duke" examples.

Target Audience:	Department Accounts Payable Representatives or other individuals who process A/P Check Requests
Duration:	1.5 hours
Format:	Classroom Training
To Register:	List of Classes Available *
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Purchase orders are used to procure a vast majority of the goods and services used by Duke University and Duke University Health System. In this session participants will learn the different types of purchase orders that can be issued the reasons why different types of purchase orders are necessary including the numbering system used. Additionally, participants will better understand the business process for establishing a purchase order, how purchase order information is disseminated to vendors and the department, and best practices for ensuring purchase orders are established and/or modified in a timely and efficient manner. Case studies will be used to allow participants time to practice classroom learnings.

Target Audience:	Department Accounts Payable Representatives or other individuals with general purchasing responsibilities
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Setting up a purchase to require goods receipt is a great option for increasing control over goods purchased by a department. Participants in this session discuss the different options for goods receipt available, how to establish goods receipt for a purchase order and the required actions once a good is received. Discussions will also include the impacts of good receipts on expense postings and the issues that can be created when goods receipt is not performed in a timely manner.

Target Audience:	Department Accounts Payable Representatives and individuals responsible for performing goods receipt for their department
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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As Duke continues to grow globally, there is an ever increasing demand to issue payments to foreign nationals and foreign companies for goods and/or services. In this session, participants will better understand the complexities and compliance requirements associated in issuing a variety of AP payments to foreign nationals and companies. Additionally, focus will be given to the potential consequences to both Duke and the individual of issuing payments incorrectly.

Target Audience:	Department Accounts Payable Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Should an individual be paid as an employee or as an Independent Contractor? This is a question departments often find themselves asking. Accounts Payable and Corporate Payroll Services have partnered with Human Resources and Legal to design a process and tools to assist departments in making this determination. During this session participants will explore the history of this determination at Duke, current IRS and Duke compliance requirements, and the risks associated with an incorrect determination. Session facilitators will discuss tools that are available to departments when making this determination and available options if it is determined that an individual should be paid as an employee. Participants will have the opportunity to ask questions about the Independent Contractor Checklist and learn how to best apply this tool. Participant provided case studies will be used to help connect classroom discussion with work place daily activity.

Target Audience:	Anyone who handles payments to Independent Contractors
Format:	Classroom Training
To Register:	List of All Classes Available *
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This interactive session is designed to introduce participants to the four methods of purchasing at Duke. Participants will be introduced to General Accounting Procedures (GAP) that provide institutional guidance on when to use each method for acquiring goods and services including the Corporate Card, Miscellaneous Reimbursement Forms, Accounts Payable Check Requests, and Purchase Orders. Class discussion will focus on "real Duke" examples, and situational exercises will challenge participants to apply learnings.

Target Audience:	Department Accounts Payable Representatives or other individuals with general purchasing responsibilities
Duration:	2 hours
Format:	Classroom Training
To Register:	List of Duke Raleigh Classes Available *
	List of Durham Regional Classes Available *
	List of University, School of Medicine, & DUHS Classes Available *
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Unfortunately, not every invoice submitted to Duke pays immediately. In this computer-based session participants will learn how to investigate problem invoices. Particular focus will be given to how APay Reply is used to notify individuals of issues including credit holds, blocks, and vendor debits. Participants will also learn how to most effectively and efficiently utilize SAP work flow to specifically identify and rectify problems. During the session, participants will be able to go into SAP and investigate specific problems using the tools, tips and techniques discussed in class.

Target Audience:	Department Accounts Payable Representatives, individuals with general purchasing responsibilities, or individuals with roles that require reconciliation of purchasing transactions to financial statements. SAP access is required.
Prerequisite(s):	1. Basic SAP Understanding 2. So, You Need to Make a Purchase - Procuring Goods and Services at Duke
Duration:	1.5 hours
Format:	Classroom Training
To Register:	List of Duke Raleigh Classes Available *
	List of Durham Regional Classes Available *
	List of University, School of Medicine, & DUHS Classes Available *
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This session is designed to provide Department A/P Representatives with a better understanding of the reporting tools available in SAP. Participants will learn how to identify blocked payments, use a commitment line item report, access vendor numbers, and view open purchase orders. Additionally, discussions will focus on best practice and tips for facilitating timely vendor payments.

Target Audience:	Accounts Payable Representatives
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Duke University utilizes Bank of America's transaction review and reporting software, Works, to administer the Corporate Card program. The software is an internet application that allows authorized users to allocate, review, and document transactions for their designated cardholders. Training for the Works application is provided online using Adobe Connect. To participate in the training, authorized users are required to login to the Adobe Connect server and complete the setup of their user accounts. The online training includes both visual and audio components. Users may utilize their computer speakers or a set of headphones connected to the audio jack of their computer to listen to the training.

Format:	Online Training
To View:	Login to View Training
Related Materials:	Instructions for Logging into Adobe Connect for the First Time (webpage)
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PDF Manual for proper usage and procedure regarding the Duke Corporate Card.

Format:	Manual or Guide
To View:	View Materials * (pdf)
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Cardholders may use their Corporate Cards for Duke related business expenses. All University and Health System guidelines pertaining to purchases of goods, services, travel, and entertainment apply to purchases made with the Corporate Card. Cardholders should treat their Corporate Cards with at least the same level of care and security as they would their own personal credit cards. This training covers the Dos and Don'ts of using the Corporate Card.

Duration:	30 minutes
Format:	Classroom Training
To Register:	View Available Classes and Pick-Up Schedule
Related Materials:	Training Presentation (pdf) Corporate Card Mapping & Write-Off Schedule (webpage)
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Buy@Duke is the new web-based tool Duke employees will use to purchase goods and services. It is a component of the SAP enterprise system.

To assist you in learning to use Buy@Duke, we have offered a series of videos that demonstrate the features of the system. The videos are grouped into curriculums based on your Buy@Duke role.

Format:	Online Training
To View:	View More Information *
Related Materials:	Buy@Duke Step-By-Step User Guide (webpage)
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