Training

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.

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.

 
 


Introductory

Introduction to SAP at Duke

The “Introduction to SAP” course presents general information about the SAP system at Duke. You will learn common SAP language, as well as how to log on to and navigate the system. The course is presented in a series of five short videos and requires successful completion of a short quiz. “Introduction to SAP” is required before taking any other SAP courses. It is not required for either the “iForms Overview” or “Introduction to SAP Business Warehouse” courses.
Target Audience: All Users of SAP
Duration: 45 minutes
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.
Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Non Restricted SAP Manual (webpage)
Registering and Completing the SAP University Reporting: Non-Restricted Training in the Duke LMS (pdf)

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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.


Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Hospital and Health System Reporting User Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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SAP Journal Entry

This class provides experience in how to prepare and post or park 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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Any Duke employee that needs to process journal entries for department billings or corrections
Prerequisite(s): 1. Introduction to SAP at Duke
2. Introduction to Duke Accounting and Business Practice
3. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Journal Entry Basics Guide (webpage)
SAP Journal Entry Advanced Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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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.
Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Sponsored Projects User Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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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 specific to this course that you can use.
Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting: Business Managers User Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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)
How to Access This Training in Duke’s LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
5. Any SAP Reporting Class
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke’s LMS (pdf)

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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. For those with access to the tool, this is a hands-on computer session. The emphasis of this class is placed on the process of providing projections for Research related cost objects/funds based on your Faculty's preferences.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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: 4 hours
Format: Classroom Training
To Register:
Related Materials: Projection and Reporting Tool Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
5. Any SAP Reporting Class
6. 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)
How to Access This Training in Duke’s LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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. Access to SAP 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)
How to Access This Training in Duke's LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Employees and Managers that view and process Employee Master Data
Duration: 2 hours
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke’s LMS (pdf)

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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.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
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)
How to Access This Training in Duke’s LMS (pdf)

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Budget Tool

Budget Tool Online Videos

Duke University employees with responsibility for inputting departmental budget information, use the Budget tool accessible through Duke@Work. The training videos listed below provide training on key functionality within the Budget Development functionality of the tool. Step-by-step guides provide guidance on complete functionality of the Budget Development tool, as well as, guidance on Projections and Budget Modifications. Please view the below "View More Information" for descriptions of each video module.
Format: Online Training
To View:
Related Materials: How to Access This Training in Duke’s LMS (pdf)
Budget Tool Step-by-Steps (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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Buy@Duke Shopper & Submitter Training

This course is intended for those in the shopper or submitter role whose areas are already using Buy@Duke as their primary method for requisitioning. The course will cover the details needed to perform both the shopper and submitter role in Buy@Duke. Training will cover full functionality of the tool including how to set user personalizations, how to place orders, enter and confirm funding source information, submit orders for approval, track orders through the process of creating a purchase order and performing goods receipt if applicable.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Buy@Duke users with the "submitter" or "shopper" role
Prerequisite(s): 1. Department must currently be using Buy@Duke
2. Buy@Duke shopper or submitter role in SAP Production Client established prior to attending class.
Format: Classroom Training
To Register:
Related Materials: Related Video Training Series (webpage)
How to Access This Training in Duke’s LMS (pdf)

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SAP Security Administration

SAP Security Administration – Online Training Videos

The Security Administration Tool available to SAP Security Administrators and Initiators allows departments to electronically request SAP security roles and organizational unit access for employees within their organizational unit. Requests are sent via workflow for approval to designated Approvers at departmental, organizational unit and corporate levels as appropriate. Online training videos provide SAP Security Administrators, Initiators and/or Approvers with an overview of tool functionality as well as detailed “how to” videos. Please see the Related Material “How to Access This Training in Duke’s LMS” below for more information on about each video, including how to register and view the material.
Target Audience: SAP Security Administrators, Initiators and Approvers
Format: Online Training
To View:
Related Materials: How to Access This Training in Duke’s LMS (pdf)

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SAP Security Administrator Training Presentation

Hands on SAP Security Administrator training was provided in early 2014 to over 150 individuals. These are the slides for that training.
Format: Online Training
To View:

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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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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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