Step-By-Step Instructions

Step by Step instructions for using SAP and other administrative systems are available below. Scroll down for the major topics covered in each of the Step by Steps and use links to those topics as needed.

All of the Step by Step instructions are PDF documents. If you do not have PDF reader already installed on your computer, please consult with your department's computer support staff.

 
Introduction to SAP
Duke Basics Guide
  1. Logging Into R/3
  2. The SAP R/3 Window
  3. Navigating R/3 Using the User Menu
  4. Transaction Codes
    • How Can I Find the Transaction Code for a Particular Transaction?
    • How Do I Use a Transaction Code?
  5. Command Codes
  6. Multiple Sessions
  7. Messages
    • Changing Messages to Display in Dialog Boxes
    • What are the Message Types
  8. Setting User Profile
    • How Do I Enter My User Information?
    • How Do I Set My User Defaults (Printer & Date format)?
    • How Do I Set Parameter Defaults (Field Default Values)?
    • How Do I Find a Parameter ID (PID) for a Field?
  9. Displaying Technical Names
  10. The Favorites Folder
  11. Logging Off of R/3
  12. Fields and Matchcode Searches
    • How Do I Enter Multiple Selections for a Field?
    • How Do I Perform a Matchcode Search?
    • Guidelines for Using Asterisks in Searches
  13. Tips and Tricks
    • How Do I Hide the Windows Taskbar?
    • How Do I Create a Shortcut on My Desktop for a Frequently Used Transaction?
    • How Do I Use the Shortcut from My Desktop?
    • How Do I Maximize/Minimize the R/3 Window?
    • How Do I Stop a Transaction (the “Hour Glass”) If Needed?
  14. Supplement for Mac OS Users
    • How Will R/3 Look and Perform On a MAC?
    • How Do I Log Into R/3 on a MAC?
    • How Do I Print a Hardcopy (Screen) on a MAC?
| Top |
| Top |
Accounts Payable
Accounts Payable Invoice Exception Workflows
View the Whole Document (1.7MB)
 Last Revised: April 2007
  • Purchase Order Value Exceed Limits Price Block
  • Value Exceeds Limit Workflow
  • Quantity Block Workflow
  • Item Not on Purchase Order Workflow
  • Appendices for Workflows
| Top |
Accounts Receivable
Accounts Receivable Process for Sponsored Research
View the Whole Document (1.4MB)
 Last Revised: 6/20/2013
  1. SAP Accounts Receivable Process
  2. Sponsor Programs Accounts Receivable One Line Summary Report (ZF109AR)
    • To generate the report on the Sponsor Programs Accounts Receivable One Line Summary Report selection screen
    • To review the Sponsored Programs: One Line Summary report
    • To freeze the columns for horizontal scrolling
    • To sort and subtotal by the Parent column
    • To drill down and view more details for A/R for one WBS Element (Project)
    • To view a copy of the invoice sent to the Sponsor from a Document Type YI or DR
  3. A/R - Aged Debt Report (ZFAR003)
    • To generate the report on the A/R - Aged Debt Report selection screen
    • To review the A/R – Aged Debt Report
    • To freeze the columns for horizontal scrolling
  4. Customer Line Item Display (FBL5N)
    • To add extra fields to the selection (select by a seven digit WBS Element/ Project)
    • To view notes provided for invoices with Collection Codes added in the Extra Text field
    • To see how payments were applied to invoices
    • To see additional information on a transaction from the drill-down to a document
    • To export the List of Customer Line Items
    • Helpful Hints
  5. Appendix
    • Collection Codes Related to Accounts Receivable
| Top |
Budget Tool
Budget Tool General Navigation
View the Whole Document (2.2mb)
 Last Revised: November 2017
  1. Introduction to the Budget Tool
  2. Accessing the Budget Tool
    • Allowing Pop-up Windows from Duke@WORK
  3. Navigating in the Budget Tool
  4. Selecting and Loading Data in Layouts
    • Selecting by Package
    • Selecting by BFR Code
  5. Using Additional Data Filters
    • General Steps
  6. Using the Funnel to Find Line Items
  7. Tips for Entering Data
  8. Customizing the Display of the Layout
  9. Using Version A and B
    • Moving Between Versions
    • Copying or Swapping Versions
  10. Saving and Messages
  11. Exiting the Budget Tool Layouts
| Top |
Budget Tool Budget Development
View the Whole Document (3.8mb)
 Last Revised: October 2015
  1. Non-Position (Non-Personnel) Budgeting
    • Accessing the Non- Position Layout and Loading Data
    • Entering Budget Data in the Layout
    • Create a New Line
    • Enter the New Budget by Unit and Rate
    • Change Spread Codes and Manually Spread New Year Budget
    • Enter Transfers/Offsets for Appropriations
  2. Non-Position Upload
    • Accessing the Non-Position Upload in the Budget Tool
    • Using a Template to Enter Budget Data
    • Uploading
  3. Position (Personnel) Budgeting
    • Accessing the Position Layout and Loading Data
    • Navigating the Funded, Owned, and Student Layouts
    • Entering the Budget for Positions
    • Create a New Position
    • Change a Single Salary
    • Add New Funding
    • Adding or Changing Supplements/Provisions
    • Copy Current to New Cost Distribution
    • Copy All Funded Salaries to Owned Layout
    • Change Position Master Data (Owned Layout)
  4. Funded Position Upload
    • Accessing the Funded Position Upload in the Budget Tool
    • Using a Template to Enter Budget Data
    • Uploading
  5. Owned Position Upload
    • Accessing the Owned Position Upload in the Budget Tool
    • Using a Template to Enter Budget Data
    • Uploading
| Top |
Budget Tool Reporting Guide
View the Whole Document (1.05mb)
 Last Revised: November 2017
  1. Accessing Reports
  2. Business Warehouse (BW) Based Reports
  3. Reports with Comments (Crystal Based)
    • Steps for Selecting Data and Executing Reports with Comments
| Top |
Budget Modifications
View the Whole Document (820KB)
 Last Revised: September 2014
| Top |
Budget Tool: Projections Guide
View the Whole Document (1.5MB)
 Last Revised: October 2017
  1. Overview of Projections
  2. Accessing Projections in the Budget Tool
  3. Fall and Spring Projections
  4. Uploading Projections
  5. Projection Reports
    • Accessing Projection Reports
    • General Steps – Business Warehouse (BW) Based Reports
    • BW Based Report Tips and Tricks
      • YE10 Year End Fall Spring Proj. Board Reporting with Other Funds
    • General Steps – Reports with Comments (Crystal)
    • Reports with Comments Tips and Tricks
      • YE3 Summary by Fund and Commitment Item with Comments – Spring or Fall
| Top |
Business Warehouse
SAP BW Upgrade 2015 to BEx7 & SAP Logon 740 Transition Guide & Quick Reference
 Last Revised: 04/29/2015
| Top |
Introduction to Business Warehouse Guide (v7.0) for Duke University (Company Code 0010)
View the Whole Document (3.3MB)
 Last Revised: 08/17/2017
  1. About SAP Business Warehouse (BW) at Duke
  2. Logging Into SAP BW
  3. The BEx Analyzer v7.0 Toolbar
  4. BW Terms and Definitions
  5. Using an Existing Query – Fund Trial Balance (FTB)
    • Locate and Select the Fund Trial Balance Query using InfoAreas
    • Use the Find Function to Locate a Query
    • Enter or Chose Selection Criteria for the Fund Trial Balance Query
    • Check the Selection Values Entered Before Executing the Query
    • Save a Variant of the Selection Values to Use Later and Save Steps
    • Use or Get a Saved Variant of the Selection Values
    • Execute the Query and Review the Results
  6. Saving a Single Formatted Query to a Workbook
    • Saving the Formatted Query Results to a Workbook in BW for Future Use
    • Tips for Saving the Formatted Query as an Excel Workbook (Local Network)
  7. Opening a Workbook in BW to Access the Saved Query at a Later Date
    • Change the Variable Values
    • Refresh a Workbook Containing One Single Embedded Query
  8. Basic Context Menu (Right Click) Functions for Queries and Workbooks
    • Overview of Basic Functions
    • Undo an Action or Go Back One Navigation Step to Prior Results
    • Eliminate the Technical Description of the Duke Cost Object
    • Expand the Hierarchy to See All Levels and Duke Cost Objects
    • Deactivate a Hierarchy to Display a Straight List of Duke Cost Objects
    • Filter and Drill Down – Example: Filter on One Cost Object and Drill Down By Commitment Item (G/L Acct.)
    • Add Drill Down According To - Example: Add Drill Down According To Commitment Item (G/L Account)
    • Swap the View of the Results – Example: Swap Duke Cost Object With Commitment Item (G/L Account)
    • Query Properties: Suppress Rows or Columns that Contain a Zero Amount
    • Query Properties: Add a Total (Results) Row if Not Displayed
    • Query Properties: Move the Placement of the Grand Total Row
    • Query Properties: Display or Hide Columns
    • Query Properties: Suppress Repeated Values
  9. Filter Button Functions Including Drag and Drop
    • Overview of Filter Button Functions
    • Filter by BFR Code/Org. Unit from a Higher Level of Hierarchy via the Filter Button
    • Display Balances by Period Across the Report via the Filter Button
    • Using Drag and Drop to Perform the Swap Function via the Filter Button
    • Using Drag and Drop to Add a Drill Down via the Filter Button
    • Disable the Drag and Drop Function of the Filter Button if Preferred
  10. Design Mode Toolbar: Setting Options for Queries and Workbooks
    • Overview and Tips for Using the Design Mode Toolbar (Top Row)
    • Deselect Autofit to Prevent Column Sizes from Adjusting to the Default Width
    • Workbook Settings: General Options
    • Workbook Settings for Variables Values
  11. Advanced Functions for Queries and Workbooks
    • Multiple Selection and Importing of Variable Values to a Selection Screen for a Query
    • Refresh a Workbook Containing Multiple Embedded Queries
    • Copy a Query to a Worksheet using the Copy Sheet Function (Replaces Copy Query in Older Versions)
  12. List of Commonly Used Queries
| Top |
ECRT
Guide for Effort Coordinators
View the Whole Document (4MB)
 Last Revised: April 2017
  1. Introduction to ECRT
    • To access ECRT via Duke@Work
    • To exit ECRT and Logout
  2. Certification Overview
    • Certification Overview – Base Effort
    • Certification Overview – Base and Supplemental Effort
  3. Processing the Effort Statement
    • To access the Effort Statement via ECRT Home Page
    • To review and process a Base Effort Statement
    • To Re-open the Effort Statement for Recertification
  4. Searching for Certifiers
  5. Processing Salary Cost Transfers via iForms
    • To Create a Cost Transfer Worksheet
  6. Processing Payroll Reconciliation Tasks
    • To access the Payroll Adjustment via Manage Effort Tasks
  7. Managing Secondary Effort Coordinators
    • To access the Org. Code via the Org Code Dashboard
    • To control Secondary Effort Coordinator’s Access
  8. Managing Effort Certification
    • To determine if Faculty or Exempt Staff qualify as a Certifier
    • To monitor the Certification Status in ECRT
    • To review the Certifiers for an Org. Code
    • To place a Certifier on hold
    • To assign a Proxy to a Certifier
    • To assign “Override” right to another Org. Code’s Primary Effort Coordinator
  9. Reviewing ECRT Reports
    • To access the ECRT reports via the Home Screen
    • To execute the Payroll Report
    • To execute the Certifier Payroll Summary Report
    • To execute the Certification Status Report
    • To execute the Certification Status Summary Report
    • To execute the Effort Task Listing Report
    • To execute the Payroll Adjustment Reconciliation Report
  10. Reviewing the Email Notifications
    • To understand Quarterly Notices and Email Notifications
| Top |
Total Professional Effort (TPE) Guide for Effort Coordinators
View the Whole Document (734KB)
 Last Revised: February 2017
  1. Reviewing and Approving Total Professional Effort (TPE)
    • Overview of Total Professional Effort in ECRT
    • To confirm Total Professional Effort (TPE)
    • To review the TPE from the Faculty’s Effort Statement
    • To create or confirm the TPE for absent Faculty
    • To review and approve the TPE for Faculty
  2. Reviewing the Total Professional Effort (TPE) Report
    • To access TPE Reports
| Top |
Effort Supporting DUHS (ES-DUHS) Guide for Effort Coordinators
View the Whole Document (1.4MB)
 Last Revised: February 2017
  1. Introduction to ECRT
  2. Overview of Effort Supporting Duke University Health System (ES-DUHS)
    • General Introduction of ES-DUHS in ECRT
    • Overview of the ES-DUHS Process in ECRT
      • Quarterly Certification
      • Logic Checks
      • Annual Effort Certification
    • Steps done by Faculty for the ES-DUHS quarterly certification
  3. Processing the ES-DUHS Statement
    • To pre-fill the ES-DUHS effort statement for your Faculty
    • To process the ES-DUHS quarterly confirmation
    • To process the ES-DUHS annual confirmation
  4. Reviewing ECRT Reports for ES-DUHS
    • To access the ECRT reports
    • To review the Clinical Activity Hours Validation Quarterly Report
    • To review the Clinical Activity Hours Validation Yearly Report
    • To review the Medicare Incomplete Report
| Top |
Financials
Journal Entry Basics Guide
View the Whole Document (2.7MB)
 Last Revised: December 2016
 See Related Course Description
  1. Transaction Code Quick Reference
  2. Overview Of The Journal Entry Process
  3. Set User Preferences via Editing Options
  4. Initiate And Complete A Journal Entry Document Via Park Document (Document Types SA or ZB)
  5. Initiate And Complete A Non-Salary Cost Transfer Journal Entry (Document Type ZJ)
  6. Monitor the Status of Completed Journal Entries via the Initiator’s SAP Outbox
  7. Display A Parked Document (Individual Or Via List)
  8. Change A Parked Document
  9. Attach A File (Word, Excel) Via Change Parked Document
  10. Delete a Parked Document
  11. Approve or Reject a Completed Document via the Approver’s SAP Inbox
  12. Process a Rejected Journal Entry via the Initiator’s SAP Inbox
  13. Create, Change, and View Attachments via the SAP Inbox
  14. Display a Posted Journal Entry Document
  15. Change a Posted Journal Entry
  16. Reports to Track Journal Entries in the JV Workflow Process
  17. Overview of Journal Entry Advanced Guide
| Top |
| Top |
Reconciliation and Documents Guide
  1. Reconciliation of Financial Transactions
    • Full Reconciliation vs. Financial Assessment & Management (FAM)
    • Importance of Financial Transaction Reconciliations
    • Performing a Reconciliation
    • Documentation
    • Compensation Expenses (Payroll)
    • Grants & Contracts Distinctions
    • Responsibilities and Review
  2. SAP Documents
    • SAP Document Type List (FI)
    • Other SAP Documents (CO, PS)
    • The Most Common Document Types In More Detail
  3. Displaying Documents via Report Drill Down
    • Before drilling down on an item from a line item report
    • To drill-down on a report line item
    • The stages of drill-down on a report
  4. Displaying a SAP (FI) Document – FB03
    • Display Any Attached Files for the Document
    • To print a copy of a document (from Document Overview – Display screen)
    • To view or print the extra text (note) for applicable documents
  5. Journal Entry (SA, ZJ, ZB, AB, & ZZ)
    • Key pieces of information
    • View details about a particular journal entry line item
    • View the extra text (audit documentation) if applicable
    • View header information about the entire accounting document
    • Display any attached files (Word, Excel, etc.)
    • Display an overview of the Workflow approvals from a posted document
  6. Vendor Invoice - Does NOT Reference PO (KN & YD)
    • Key pieces of information
    • Determine if Document is the original or a supporting document
    • View header information for the entire document
    • See if a check was issued and view the payment information
    • View the scanned invoice attachment
  7. Invoice - References PO (RN, RE, KG, YM, ZN, ZS, ZC, & ZU)
    • Key pieces of information
    • Determine if the Document is the Original or a Supporting Document
    • See if a Check Was Issued and View the Payment Information
    • View the Scanned Invoice Attachment
    • View the Referencing Purchase Order for an Invoice Item
  8. AP Check Request /Tuition Grant (ZT & ZQ)
    • Key pieces of information
    • See if a Check Was Issued and View the Payment Information
    • View the Scanned Invoice Attachment
  9. Research for Invoices/Check Payments
    • To see if a check was issued and view the payment information
    • View the scanned invoice attachment
    • See if an invoice has been paid using the Purchase Order number
    • See if an invoice has been paid using the vendor's invoice number
  10. Travel Accounting: Employees & Students on Payroll (YT)
    • To View the Expense Report/Travel Statement Document from a Line Item Report
    • Other Key pieces of information
    • See if a check was issued and display the payment information
    • View header information for the entire document from any screen
  11. Other Travel Payments (YU)
    • Key pieces of information
    • See if a check was issued and display the payment information
    • View header information for the entire document
  12. Experimental Subject Payments (ZK)
    • Key pieces of information
    • See if a check was issued and display the payment information
    • View header information for the entire document
  13. Accounts Receivable Invoices Sent to Sponsors for Sponsored Research (YI, DR, DG, and DZ)
    • View a copy of the invoice sent to the Sponsor (YI or DR)
  14. Purchase Order
    • Purchase Order Types
    • Display a Purchase Order in SAP (Document Number is Known) – Transaction Code ME23
    • Display a List of Purchase Orders in SAP (Document Number is Not Known) – Transaction Code ME2K
    • Display a Purchase Order from the an Invoice Document Referencing a PO
    • To Display a Purchase Order from a Commitment on a Report
    • Key Pieces of Information for Each Line Item of a PO
    • Find Who Created the Purchase Order
    • See the Purchase Order History (Goods Receipt or Invoice Documents)
    • See the Accounts Charged, Delivery Location, and Goods Recipient
    • See the Vendor Address/Phone Information
    • View the Referencing Purchase Requisition (DUHS ONLY)
  15. Purchase Requisition
    • Purchase Requisition Types
    • Display a Purchase Requisition (Document Number is Known)
    • Display a List of Purchase Requisitions (Document Number is Not Known)
    • Display a Purchase Requisition from a Referencing Purchase Order
    • Display a Purchase Requisition from a Commitment on a Report
    • Key Pieces of Information
    • View the Details of a Line Item, like the Price per Item
    • See if this Line Item is Subject to Release
    • Find Who Created the Purchase Requisition
    • See the Accounts Charged, Delivery Location, and Goods Recipient
  16. Material Document (WA & WE)
    • Key pieces of information
    • View the detailed expenses by Cost Center
  17. Internal Orders (Work Orders)
    • Internal Order Actual/Plan/Variance Report (ZFR1G)
| Top |
Endowment Reports
| Top |
HR/Payroll
Payroll Activity Detail - Multiperiod (ZH333)
View the Whole Document (166KB)
 Last Revised: February 2013
Biweekly Overtime Report (ZH409)
View the Whole Document (36KB)
 Last Revised: February 2007
| Top |
Duke University Salary Setting - Duke@Work (Compensation Tab)
View the Whole Document (1.1mb)
 Last Revised: April 2017
| Top |
Duke University Health System Salary Setting – Duke@Work (DUHS Compensatory Tab)
View the Whole Document (501kb)
 Last Revised: August 2017
| Top |
Manual Salary Cost Tranfer iForm
View the Whole Document (120KB)
 Last Revised: November 2012
| Top |
Grants Management
Faculty Projection and Reporting Tool Guide
View the Whole Document (2.2MB)
 Last Revised: 09/11/2013
  1. Access the Projection and Reporting Tool
  2. Modify Project Tool Dates
  3. Non-Salary Projection Calculation
  4. Aggregate Summary Report for Grant Managers
    • To execute and review the report
    • To use the basic functions on this report
  5. Aggregate Summary Parent Rollup Report for Grant Managers
    • To execute and review the report
  6. Single Fund Code Detail Projection Report
    • To execute and review the report
    • To use the Salary Adjustments function
    • To use the Non-Salary Adjustments function
    • To add and save Comments for the Detail Report
    • To do other report functions for the Detail Report
  7. Business Managers - Aggregate Summary Report
    • To execute and review the report
  8. Business Manager - Detail Report
    • To execute and review the report
    • To display the Salary Adjustments
    • To display the Non-Salary Adjustments
  9. Effort Gap Reports
    • To execute and review the report
  10. Reporting Functions
    • To export the report to Excel
    • To set the the web browser security options in order to export reports if needed
    • To print the report
    • To adjust the display options for the report
| Top |
Grants Management Guide
View the Whole Document (7.2MB)
 Last Revised: August 2017
  1. Accessing the Grants Management Tab
  2. Sponsored Research Reports
    • CAS Compliance Reports
      • CAS Non-Compliance Flags
      • Drill-Down Function
      • Downloading the CAS Compliance Report to Excel
      • Resources
    • Projects Approaching End Date Report
      • Drill-Down Function to the Project Obligations Report
      • Updating Results with New Selection Criteria
      • Sorting and Filtering the Results
      • Exporting the Results
    • Project Obligations Report
      • Exporting the Results
    • Workflow Status Report by Cost Object
      • To Filter the Report by Type of Transaction
      • To Send an Email to the Person Who is Currently Able to Approve the Transaction
      • To Use Other Features of the Tool Bar
    • Workflow Status Report
      • To Filter the Report by Type of Transaction
      • To Send an Email to the Person Who is Currently Able to Approve the Transaction
      • To Use Other Features of the Tool Bar
  3. MyResearch Reports for Grant Managers
  4. Effort and Payroll Tools and Reports
| Top |
Grants Master Data Maintenance Guide for Departmental Administrators
pdf View the Whole Document (827kB)
 Last Revised:June 2016
  1. Overview of the Tool
  2. Accessing the Tool
  3. Using the Tool
  4. Sorting Data Within a Column
  5. Exporting to Excel
  6. Using the Mass Change Tool function
| Top |
Grant Managers: Grants Master Data Maintenance
pdf View the Whole Document (338KB)
 Last Revised: June 2016
| Top |
Finance Master Data Assignments
Cost Center Master Data Maintenance Guide for Departmental Administrators
View the Whole Document (654kB)
 Last Revised: August 2013
  1. Overview of the Tool
  2. Accessing the Tool
  3. Using the Tool
  4. Sorting Data Within a Column
  5. Exporting to Excel
  6. Using the Mass Change Tool function
| Top |
Mass Change of Finance Master Data Assignments for Cost Centers and Grants
View the Whole Document (211KB)
 Last Revised: August 2013
| Top |
Report Listing of Master Data Field Assignments for Cost Centers and WBS Elements
View the Whole Document (323KB)
 Last Revised: August 2013
| Top |
Workflow
iForms Workflow Status Report
View the Whole Document (422KB)
 Last Revised: Ocotober 2015
| Top |
iForms Workflow Status by Cost Object Report
View the Whole Document (451KB)
 Last Revised: Ocotober 2015
| Top |
Workflow Status Report
View the Whole Document (548KB)
 Last Revised: July 2017
| Top |
Workflow Status by Cost Object Report
View the Whole Document (790KB)
 Last Revised: October 2015
| Top |
Purchasing
Buy@Duke
View the Whole Document (3.94MB)
 Last Revised: January 3, 2013
  1. Overview of Buy@Duke
  2. To Access Buy@Duke
  3. Steps for the Shopper
  4. Steps for Submitters
    • Submitter: Submitting Team Carts
  5. Steps for the Approver
  6. Advanced Functions
  7. Appendices
| Top |
Requisition Processing
| Top |
| Top |
Accessing Corporate Card Transaction Reports
View the Whole Document (762KB)
 Last Revised: May 2016
| Top |
Reporting
Advanced Reporting Functions
  1. Buttons to Functions Quick Reference
  2. Further Selection Criteria (Dynamic Selections)
    • General Steps
    • Select By Org. Unit / BFR Code for University Project Reports
    • Select By Period for Line Item Reports
  3. Multiple Selections of Cost Objects
    • Multiple Selections: Basic Function
    • Multiple Selections: Import Cost Objects from Excel into Fields
  4. Selection Screen Variants
    • Save Variant
    • Get Variant
    • Change / Overwrite Variant
    • Delete Variant
  5. Process/Execute a Report in Background
    • Process Report in Background without Automatically Printing
    • Check Status of Background Job and View Report Output
    • Process Report in Background to Automatically Print at a Later Date
  6. Sort
    • Sort Order
    • Cancel
  7. Navigation of Cost Objects within a Cost Element Report
  8. Filter
    • Set Filter
    • Delete Filter
  9. Subtotal (Line Item Reports Only)
    • Subtotal Set
    • Subtotal Reset
  10. Column Settings (Line Item Reports Only)
    • Optimize Width
    • Column Width
    • Freeze/Unfreeze
  11. Layout (Line Item Reports Only)
    • Choose a Layout
    • Change a Layout
    • Save a Layout
    • Whom to Contact to Delete a Layout
  12. Other Reporting Tools Available
    • Display User Information and Status via USER ID (ZTCD)
    • Find and Find Next
    • View Who Receives Supporting Documentation for SAP Reports (ZF102V)
| Top |
Advanced Sponsored Projects Reporting
View the Whole Document (2.1MB)
 Last Revised: February 2017
  1. Advanced Options - Project Definition Overview List (ZFR1AM)
    • Overview of the Project Definition Overview List
    • Review: Accessing the List and Selecting the Basic Criteria
    • Using the Projectlist Variant to Select the List by Other Available Spon. Proj. Fields
    • Using the Projectlist Variant to Select a List of Parent or Composite Codes
    • Saving and Using Your Own Selection Screen Variant for Future Use
    • Changing the Layout of the Project List Once Displayed
    • Sorting the List by Project End Date to Identify Projects to be Closed
    • Exporting the Project List to Excel
    • Exiting the Project List Reminder
  2. Advanced Options - Project/WBS: Inception to Date w/Plan (ZFR1E)
    • Overview of the Project Inception to Date (ITD) Report
    • Review: Accessing the Project ITD Report and Selecting the Basic Criteria
    • Selecting the Report by Project Begin and End Dates
    • Selecting the Report by SPS Number to Help Find Newly Created Projects
    • Selecting the Report for Projects Needing CAS Non-Payroll Forms
    • Selecting the Report for Projects Needing CAS Payroll Forms
    • Selecting the Report To Review Expenses on Reviewable G/L Accounts
  3. Departmental Summary Indirect Cost Recovery (ZF111)
    • Overview of the Departmental Summary of Indirect Cost Recovery
    • Accessing the Report and Selecting the Basic Criteria
    • Analyzing the Data in the Report
  4. Non-Salary Cost Transfer Detail Report (ZF420)
    • Overview of the NSCT (Non-Salary Cost Transfer) Detail Report
    • Accessing the Report and Selecting the Basic Criteria
    • Analyzing the Data in the Report
  5. Non-Salary Cost Transfer Trend Report (ZF421)
    • Overview of the Non-Salary Cost Transfer (NSCT) Trend Report
    • Accessing the Report and Selecting the Basic Criteria
    • Analyzing the Data for a Higher Level BFR Code
    • Analyzing the Data for the Lowest Level BFR Code
    • Analyzing the Data for the Cost Object / Document Level
  6. Sponsored Research Tracker of Past Due Closeouts (ZF600)
    • Overview of the Sponsored Research Tracker of Past Duke Closeouts
    • Accessing the Report and Selecting the Basic Criteria
    • Reviewing the Tracker of Past Due Closeouts Report
    • Freezing the Columns for Horizontal Scrolling
    • Using Drill Down to View More Details for One WBS Element (Project)
  7. A/R – Aged Debt Report (ZFAR003)
    • Overview of the A/R – Aged Debt Report
    • Accessing the Report and Selecting the Basic Criteria
    • Reviewing the A/R – Aged Debt Report
    • Freezing the Columns for Horizontal Scrolling
  8. Customer Line Item Display (FBL5N)
    • Overview of the Customer Line Item Display Transaction
    • Accessing the Report and Selecting the Basic Criteria
    • Adding Extra Fields to the Selection (Like WBS Element/Project)
    • Reviewing the Results
    • Viewing Extra Text Notes Added For Invoices with Collection Codes
    • Viewing How Payments Were Applied to Invoices
    • Viewing Additional Data from the Drill-down to a Document
    • Exporting the List of Customer Line Items
    • Using Other Functions in the Report
| Top |
| Top |
Hospital and Health System SAP Reporting Guide
View the Whole Document (1.3MB)
 Last Revised: April 2017
  1. Report Selection Criteria: Key Terms
    • Display a Cost Center Group (KSH3)
    • Display a Cost Element Group (KAH3)
  2. SAP Cost Object Reporting
    • Profit Center: Plan Actual Comparison Curr./Cumm. (Budget Variance ZFR1J)
    • Cost Centers: One Line Summary Mo/YTD (ZFR1Q)
    • Cost Centers: Current / Cumulative Comparison (ZFR1F)
    • Cost Centers: Actual/Plan/Commitments (ZFR1R)
    • DUHS Multi Year Report by Project w/ Stat Posting (ZFR1N)
  3. SAP Line Item Reporting
    • Cost Centers: Display Actual Line Items (KSB1)
    • Material Issues (Cost Centers: Display Actual Line Items KSB1)
    • Cost Centers: Commitment line items (KSB2)
  4. SAP Trend Reports
    • Cost Centers: Actual Trend by Cost Center w/ Stat (ZFR1V)
  5. SAP Organizational Reports
    • Accounting View of Payroll Activity (ZH223)
    • Payroll Activity Detail Report - Multi-Period (ZH333)(ZH262)
  6. Printing A Report
  7. Exporting a Report to Excel
| Top |
| Top |
| Top |
University Reporting-Sponsored Projects
| Top |