Training & Schedules


 


 


Health System Purchasing

Health System Purchasing: Requisitions Using the Material Master - ME51N

The Material Master is an electronic catalog built into SAP. Most of the items in the Material Master are medical and surgical supplies used by patient-care units. They are kept in stock and are readily available in the hospital or clinic.
Target Audience: Individuals responsible for purchasing within DUHS.
Prerequisite(s): 1. Health System Purchasing: Setting Default Values
2. Health System Purchasing: Personal Value Lists
Format: Online Training
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Health System Purchasing: Requisitions Using Text Orders - ME51N

When you need to order an item that is not in the Material Master (electronic catalog) or you need to order a service, you will create a Text Order.
Target Audience: Individuals responsible for purchasing within DUHS.
Prerequisite(s): 1. Health System Purchasing: Setting Default Values
2. Health System Purchasing: Personal Value Lists
Format: Online Training
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Health System Purchasing: Setting Defaults Values

Default Values are a series of data elements that will appear in each new requisition. Using Default Values will save time and reduce the possibility of errors.

Please Note: This is a mandatory pre-requisite for Health System Purchasing Requisitions: Using the Material Maters – ME51N and Health System Purchasing: Requisitions Using Text Orders – ME51N.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
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Health System Purchasing: Personal Values List

A Personal Values List is an easy-to-use list of information that is frequently used in requisitions. Using a Personal Values List makes it easier to find information and reduces data entry errors.

Please Note: This is a mandatory pre-requisite for Health System Purchasing Requisitions: Using the Material Maters – ME51N and Health System Purchasing: Requisitions Using Text Orders – ME51N.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
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Health System Purchasing: Display a Requisition - ME53N

After a purchase requisition has been created, the details of the requisition may be reviewed by displaying it. In the display mode, requisitions cannot be changed, only viewed.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
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Health System Purchasing: Change a Requisition - ME52N

A purchase requisition may be changed before it has been processed into a Purchase Order.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
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Health System Purchasing: Materials Ordering Guide - ZMOG

A Materials Ordering Guide is a template for frequently ordered items that are in the Material Master, the electronic catalog that contains medical and surgical supplies used by patient-care units.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
To View:
Related Materials: Health System Purchasing: ZMOG Materials Ordering Guide Step-By-Step (webpage)

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Health System Purchasing: Single Point of Entry for Ordering - ZM10

The Single Point of Entry for Ordering transaction allows users to easily order medical and surgical supplies from the Material Master.
Target Audience: Individuals responsible for purchasing within DUHS.
Format: Online Training
To View:
Related Materials: Health System Purchasing: ZM10 Single Point of Entry for Ordering Step-By-Step (webpage)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Accounts Payable

Accessing Invoice Information in Norikkon – Duke University Health System (DUHS)

This video provides detailed instructions for accessing invoice information in Norikkon – the system attached to SAP used to manage invoices. Participants in this online training learn how to filter on invoices using a variety of selection criteria including Company Code, Cost Object, Purchase Order and Invoice Status. Please note: to access Norikkon in SAP, users must have security access. Work with your SAP Security Administrator to request access as necessary.
Format: Online Training
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Forms: The Independent Contractor Checklist (ICC) Online Video Tutorial

This video provides detailed instructions about how to complete the Independent Contractor Checklist. For additional information, review GAP 200.128, Guidance on the Independent Contractor Checklist (ICC). If you have specific questions about whether an individual should be classified as an employee or independent contractor that are not address in the video or GAP, please contact Corporate Accounts Payable at 919-684-3112.
Format: Online Training
To View:
Related Materials: GAP 200.128, Guidance on the Independent Contractor Checklist (ICC) (webpage)
Independent Contractor Checklist (ICC) (webpage)

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Online Electronic Check Request Training for Submitters

The Electronic AP Check Request tool through Duke@Work is the method for which the Duke Community executes check requests. These videos provide a comprehensive look at tool functionality for check request submitters and others that interact with the tool.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
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Electronic AP Check Request: Reporting Tool Online Video Series

This online video series provides a high-level guide to using the Electronic AP Check Request Reporting Tool. These videos provide descriptions of the action buttons, instructions on running reports, and navigating AP Check Request reports. If you have specific questions that are not addressed in the videos, please contact Corporate Accounts Payable at 919-684-3112 or email APOnlineCheck at duke.edu.
Target Audience: Check request submitters and others in financial roles
Format: Online Training
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Related Materials: Overview Presentation (webpage)

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Accessing Invoice Information in Norikkon - Company 0010

This video provides detailed instructions for accessing invoice information in Norikkon – the system attached to SAP used to manage invoices. Participants in this online training learn how to filter on invoices using a variety of selection criteria including BFR, Cost Object, Purchase Order and Invoice Status. Please note: To access Norikkon in SAP, users must have security access. Work with your SAP Security Administrator to request access as necessary.
Format: Online Training
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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Online Expense Reports

Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Corporate Card

Online Expense Reports Video Series

The Online Expense Report Tool through Duke@Work is the method for which Duke Employees enter travel, out-of-pocket non-travel expenses and corporate card expenses. Users will learn how to use all facets of the tool including how to process travel and non-travel expenses that involve reimbursements and corporate card charges. These videos provide a comprehensive look at tool functionality for a variety of different transactions and users.
* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Buy@Duke

Learning to Use Buy@Duke

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.rn

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:
Related Materials: Buy@Duke Step-By-Step User Guide (webpage)
Buy@Duke Submitter & Shopper Training for Post Implementation (webpage)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.


Additional Options

How to Forward an SAP Workflow

Forwarding a workflow to a manager for approval is useful for departments where the Accounts Payable Representative (gatekeeper) is responsible for research and documentation, but someone else is responsible for approving the change. The following video illustrates how a departmental representative can document research regarding an invoice exception and forward the exception to a manager for final approval.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
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SAP Workflow Substitution

Sharing an SAP Workflow Inbox permits an SAP user to process the SAP workflows for another SAP user when the workflow recipient is unable to process their own workflows. The following videos illustrate how to create a substitute and how to gain access to another user’s SAP Inbox.
Target Audience: Employees and Administrators who receive SAP Workflows.
Format: Online Training
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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.