Training

Below is an outline of the SAP courses available followed by the detailed course descriptions, which include who should attend each course and any pre-requisites that are required for that course. Use the links below to view course descriptions and determine which class you need based on your job function.

Before taking any SAP related class, it is recommended that you take the The Introduction to Duke Accounting & Business Processes course and the Introduction to G/L Accounts course offered by Accounting Systems Administration.

The SAP courses are available at Learning & Organizational Development Labs, 406 Oregon Street, Central Campus. You may also view a schedule of when classes are available.

Introduction to R/3 at Duke is a mandatory online course that must be taken before registering for any other SAP course. Other SAP related courses that pertain to Duke@Work or other SAP products, such as iForms, Projection and Reporting Tool, or Introduction to Business Warehouse, do NOT require this pre-requisite.

 
 


Introduction

Introduction to SAP at Duke

Note: This course is required before taking any other SAP courses. This course is NOT required for either the iForms Overview course or the Introduction to SAP Business Warehouse for Duke University course. This 6 part online course is REQUIRED before attending all other SAP classes. The class covers general information about SAP, how Duke is using SAP, and common SAP language used across the system. The class pr1ovides hands on experience on how to log into SAP, navigate or move around, perform field searches, and view common SAP language.
Target Audience: Users of SAP
Duration: 2.5 hours
Format: Online Training
To View:
Related Materials: Duke SAP Basics User Guide (webpage)

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Financial

SAP University Reporting: Non-Restricted

This course focuses on how to run, navigate, and understand reports for Duke University INDIVIDUAL cost centers, profit centers, and Plant related projects. The class is taught in the SAP Production client. New custom reports, line item detail reports, and reports for cash balances and overdrafts are taught. Printing and exporting reports to Excel is covered. While the drill down process is covered, the details on documents are not included in this class. To gain the most benefit from this class:
  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Target Audience: Those within Company Code 10 and are responsible for reporting or reconciling of seven-digit, non-restricted cost objects
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Non Restricted SAP Manual (webpage)

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SAP Hospital and Health System Reporting

This course focuses on how to run, navigate, and understand Health System profit center and cost center reports. The course is taught in the SAP Production client. Topics include how to export reports to Excel (required by Hospital Finance for monthly budget variance reports) and how to print reports. While the drill down process is covered, the details on documents are not included in this course.

To gain the most benefit from this class:

  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Target Audience: Employees of the Health System that are responsible for reporting of a Hospital Clinical Business Unit or Health System department and use nine digit cost object numbers.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Hospital and Health System Reporting User Guide (webpage)

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SAP Journal Entry

This class provides experience in how to prepare and post or park hold) various kinds of journal entries. The approval / posting of parked documents for others, as well as related accounting procedures are also covered. New employees are advised to take the recommended courses before attending this class.
Target Audience: Any Duke employee that needs to process journal entries (i.e., journal vouchers) for department billings or corrections
Prerequisite(s): 1. Introduction to SAP at Duke
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Journal Entry Basics Guide (webpage)
SAP Journal Entry Advanced Guide (webpage)

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SAP University Reporting: Sponsored Projects

This course focuses on how to run, navigate, and understand reports for Duke University Sponsored Projects. The course is taught in the SAP Production client. New custom reports are included, as well as line item detailed reports. Printing and exporting reports to Excel is covered. While the drill down process is covered, the details on documents are not included in this class. To gain the most benefit from this class:
  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Sponsored Projects User Guide (webpage)

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SAP University Reporting: Business Managers

This course focuses on reporting using BFR selection for MULTIPLE Cost centers, Profit Centers, and/or Plant-related WBS Elements. The course is similar to the Non-Restricted course, but instead focuses on selecting and viewing numerous cost objects. The class is taught in the SAP Production client. New custom reports, line item detail reports, and reports for cash balances and overdrafts are included. Printing and exporting reports to Excel are covered. While the drill down process is covered, the details on documents are not included in this course.

To gain the most benefit from this class:

  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
Format: Classroom Training
To Register:
Related Materials: University Reporting: Business Managers User Guide (webpage)

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SAP Requisition Processing

This introductory purchase requisitioning class covers how to create a purchase requisition (request for goods or services), both with and without a material master. In addition, the class covers how to copy, display, and change a purchase requisition; how to find purchase requisitions by cost center; approval of purchase requisitions; and how to look up a purchase order. If applicable, the material will cover how to create a purchase requisition for multiple cost centers and how to order medical or surgical materials using a custom transaction (ZM10). We STRONGLY RECOMMEND attending Purchase Orders at Duke before taking this class. We recommend attending Why Didn't It Pay – Investigating and Resolving Unpaid Invoices after taking this class.
Target Audience: Those who order materials or services, either from outside the University or Health System or from inside or Those that work for any Duke Health System department (SAP Company 0020- 0060), for Medical Center labs or any other University related area
Prerequisite(s): 1. Introduction to SAP at Duke
Duration: 3 hours
Format: Classroom Training
To Register:
Related Materials: SAP Requisition Processing Manual (webpage)

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Financial, Advanced

SAP Reconciliation and Documents

This course provides information about the reconciliation of financial transactions using SAP reports, including the GAP procedures that must be followed. The course also provides details for common SAP documents that are displayed via the report drill-down function, such as Purchase Requisitions, Purchase Orders, Invoices and Payments, Imprest Cash, Journal Entries, and Internal Orders. The content includes a list of document types to help in the report drill-down function and what data are available for the most common documents. Various ways to research these documents in SAP are also covered. This course does not cover how to create the various documents.
Target Audience: Those responsible for reconciling financial transactions on reports or tracking/looking up vendor invoice payments, and/or need to know how to research or find information about common SAP documents.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Any SAP Reporting Class
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: Reconciliation and Documents User Guide (webpage)

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Faculty Projection and Reporting Tool for Grants Managers and Business Managers

This course offers instruction on the steps for using the Faculty Projection and Reporting Tool, as well as a discussion about the business processes driving the tool and how the tool may be used in support of Faculty serving as the Principal Investigator for sponsored research and / or who may have Startup funds. This is not a hands-on computer session, as the steps for using the tool and reports are fairly simple. The emphasis is placed on the process of providing projections for Research related cost objects/funds based on your Faculty's preferences.
Target Audience: Grants Managers, Business Managers, or other staff who would like to learn about what the Faculty Projection and Reporting tool offers and how it may be used to support their Faculty who serve as Principal Investigators for sponsored research and/or have Startup funds.
Prerequisite(s): 1. University Reporting: Sponsored Projects
2. Basic understanding of the projection process currently used in your department and experience providing financial support to your Faculty who are Principal Investigators.
Duration: 2.5 hours
Format: Classroom Training
To Register:
Related Materials: Projection and Reporting Tool Guide (webpage)

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SAP Advanced Reporting

This class will provide more advanced training for report functions available in summary level and line item reports. Functions include how to save and use a selection screen variant, how to sort and filter reports, how to subtotal reports, how to create and save your own display variants for a report, advanced selection criteria, and other tips and tricks. Additional reports that may be useful will also be provided in this class. Those attending this class need to have experience using SAP reports. Users MUST attend at least one SAP reporting class BEFORE registering for or attending this class.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Any SAP Reporting Class
4. 1-2 months working with SAP online reports
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Advanced Reporting Functions User Guide (webpage)

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SAP Advanced Sponsored Projects Reporting

This course covers more advanced ways to use the tools and reports initially taught in the University Reporting Sponsored Projects course, as well as additional tools and reports available in SAP and SAP Business Warehouse. This course also exposes participants to other web reporting tools available on Duke@Work to support Principal Investigators and Grants Management functions.
Target Audience: Anyone who works with Sponsored Projects and has attended the University Reporting: Sponsored Projects class and has working knowledge of SAP Business Warehouse.
Prerequisite(s): 1. SAP University Reporting: Sponsored Projects
2. Introduction to SAP Business Warehouse (BW)
3. Access to SAP, SAP Business Warehouse (BW), as well as the Grants Management tab/role on Duke@WORK
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: Advanced Sponsored Projects Reporting User Guide (webpage)

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Human Resources & Payroll

iForms Overview

iForms is a web-based interface with Duke's SAP system that allows users to view employee master data and process HR and Payroll actions. This class provides an overview of the iForms website and how to view employee master data and position data. In addition, the course provides hands-on experience with initiating HR and Payroll actions. These actions include hiring and transfers, position management, cost distributions, supplemental pay and terminations. The steps needed to approve the various forms are covered as well. Learning materials will be provided in the class and on the iForms website.
Target Audience: Employees and Managers that view and process Employee Master Data
Duration: 2 hours
Format: Classroom Training
To Register:

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Business Warehouse

Introduction to SAP Business Warehouse for the University (0010)

This class provides an introduction on how to use the SAP Business Warehouse (BW) product for Duke University - Company Code 0010. SAP BW is a data warehouse that is updated nightly from SAP and is available as an additional tool for more advanced reporting options at an organizational level, using your Org. Unit (10 digit BFR code). You will learn how to access BW and run existing basic queries for your organizational unit, such as the Fund Trial Balance query. In addition the class provides experience in how to manipulate or rotate the data for different analysis, and how to save workbooks for use in the future.
Prerequisite(s): 1. Access to SAP BW
Duration: 3 hours
Format: Classroom Training
To Register:
Related Materials: Introduction to SAP BW for Duke University (0010) User Guide (webpage)

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BPS

Budget Modifications

As in the past, all budget modifications to the current unrestricted (1xx) funds must be balanced. In addition, all budget modifications must be approved by your management center. The approval process is built into the STS workflow process in BPS.

Once all budget modifications have been consolidated and approved in BPS, the budget modifications that impact cost centers and profit centers will be loaded into SAP. Any budget changes impacting all other cost objects (e.g., 3xx or 7xx funds) will be reflected in BW and BPS.
Prerequisite(s): 1. SAP User Name and Password
Duration: 30 minutes
Format: Online Training
To View:
Related Materials: Budget Modification Deadlines (webpage)
Budget Modifications Step-By-Step User Guide (webpage)

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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.

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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Additional Options

Manual Salary Cost Transfer iForm

The Manual Salary Cost Transfer iForm is to be used only
  - when a Cost Distribution Change iForm cannot be used due to system constraints.
  - for transfers that involve at least one Company 10 cost object on either side
     of the transaction.
It cannot be used for transfers between other companies (Company 20 and higher) where a Company 10 cost object is not involved.
Format: Online Training
To View:

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Online Travel and Reimbursement Training

The Online Travel and Reimbursement tool through Duke@Work is the method for which Duke Employees enter travel and miscellaneous reimbursement expenses. Throughout 2012, departments will be given access to the MyTravel link found on the MyInfo tab of Duke@Work. As departments come on line, these videos provide a comprehensive look at tool functionality for a variety of different transactions and users.

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
To View:

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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
To View:

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