Duke Financial Services

This update allows Corporate Accounts Payable and Departmental AP Representatives the opportunity to discuss accounts payable processes across the entire institution. The agenda changes each update but focuses on changes in policies and/or procedures, reoccurring issues/problems, information regarding calendar and/or fiscal year end, reminders for representatives, and case study analysis. Participants are encouraged to bring questions and situations to discuss with the class. Classes are conducted on a semi-annual basis and are separated between University/School of Medicine (Company 10) and DUHS (Company 20 or higher).

Target Audience:	Department Accounts Payable Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of University & School of Medicine Classes Available *
	List of Health System Classes Available *
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I Need A Check! - Accounts Payable Check Requests

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. We STRONGLY RECOMMEND that you attend So, You Need to Make a Purchase - Procuring Goods and Services at Duke before taking this class.

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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Goods Receipt

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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Issuing Payments to Foreign Nationals and Foreign Companies

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 and anyone who handles payments to Foreign Nationals and/or Foreign Companies.
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Purchase Orders at Duke

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. We STRONGLY RECOMMEND that you attend So, You Need to Make a Purchase - Procuring Goods and Services at Duke before taking this class. We recommend attending SAP Requisition Processing after taking this class.

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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Employee vs. Independent Contractor - Correctly Identifying & Issuing Payments to Independent Contractors

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. We STRONGLY RECOMMEND attending Purchase Orders at Duke and I Need a Check! – Accounts Payable Check Requests before taking this class.

Target Audience:	Department Accounts Payable Representatives, Business Managers, and anyone who handles payments to Independent Contractors.
Format:	Classroom Training
To Register:	List of All Classes Available *
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So, You Need to Make a Purchase - Procuring Goods and Services at Duke

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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Why Didn't it Pay? - Investigating and Resolving Unpaid Invoices

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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. 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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Advanced A/P Reporting

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:	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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. So, You Need to Make a Purchase - Procuring Goods and Services at Duke
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Systems & Procedures

Introduction to Duke Accounting and Business Practice

The Introduction to Duke Accounting and Business Practice is designed for new employees or individuals new to financial responsibilities. It introduces basic accounting terminology, the cost object structure, and commonly used forms. The manual also provides a comprehensive list of resources for accounting related issues.

Target Audience:	Employees or individuals new to handling Duke financial responsibilities
Duration:	3 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Introduction to Duke Accounting and Business Practice User Guide (webpage)
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Introduction to Duke G/L Accounts

The Duke G/L Accounts training is designed for new employees or individuals new to financial responsibilities, and is designed to follow Introduction to Duke Accounting. It covers the various types of G/L accounts, discusses how to determine which G/L account to use in a particular situation and covers the most commonly used G/L accounts. It also provides a comprehensive list of resources for accounting related issues.

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Duke G/L Accounts User Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Corporate Space & Assets

Asset Management

Asset Management provides students with a comprehensive picture of how capital equipment is managed here at Duke. This class details: a) the processes involved in purchasing capital equipment, b) the procedures Plant Accounting follows in physically tagging and conducting inventories of all capital equipment, c) the reports available within SAP that will allow a department to view details regarding their capital equipment, and d) the proper procedures to follow when disposing of a piece of capital equipment here at Duke. Asset Management is part of the Research Costing Compliance (RCC) Certification Program designed to provide financial/grant administrators with an overall body of knowledge so they are responsible custodians for the funds they manage.

Prerequisite(s):	1. Introduction to SAP 2. Introduction to Duke Accounting and Business Practice 3. Introduction to Duke G/L Accounts
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Presentation (pdf) Importing Cost Centers for SAP Report (pdf) Asset Management Reporting Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Additional Options

Introduction to Duke Accounting and Business Practice User Guide

This manual provides a comprehensive list of resources for accounting related issues.

Format:	Manual or Guide
To View:	Chapter 1: Objectives (pdf)
	Chapter 2: Accounting Codes (pdf)
	Chapter 3: Most Common Forms Used at Duke for Financial Transactions (pdf)
	Chapter 4: Dates (pdf)
	Chapter 5: Financial Terms (pdf)
	Chapter 6: Financial Systems (pdf)
	Chapter 7: Plant & Equipment (pdf)
	Chapter 8: Sponsored Programs Administration (pdf)
	Chapter 9: Miscellaneous (pdf)
	Chapter 10: Reference Information (pdf)
	Chapter 11: Accounting Resources (pdf)
Related Materials:	View Whole Document (582kb) (pdf) Related Course Description (webpage)
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Duke G/L Accounts User Guide

This manual will provide the knowledge of the various types of G/L Accounts, how and when to use the G/L accounts, and who to contact when you need assistance.

Format:	Manual or Guide
To View:	Chapter 1: Objectives (pdf)
	Chapter 2: Integrity of Accounting Data (pdf)
	Chapter 3: General Ledger (G/L) Account (pdf)
	Chapter 4: 60XXXX - Payroll (pdf)
	Chapter 5: 61XXXX - Fringe Benefits (pdf)
	Chapter 6: 62XXXX - Professional Services and Other Payments (pdf)
	Chapter 7: 63XXXX - Scholarship and Fellowship (pdf)
	Chapter 8: 64XXXX - Supplies & Materials (pdf)
	Chapter 9: 65XXXX - Cost of Good Sold, Transfered or Issued (pdf)
	Chapter 10: 66XXXX & 67XXXX - Plant & Equipment (pdf)
	Chapter 11: 68XXXX - Maintenance and Repair (pdf)
	Chapter 12: 69XXXX - General Operating Expense (pdf)
	Chapter 13: 7XXXXX - Recharges & Credit For Services Rendered (pdf)
	Chapter 14: 8xxxxx Fund Transfers Between Cost Objects (pdf)
	Chapter 15: Financial Resources (pdf)
Related Materials:	View Whole Document (340b) (pdf) Related Course Description (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Budgets & Reporting

BPS

Budget Development

BPS Development training consists of classes designed for new BPS users as identified by the management centers. The training covers how to use the BPS system and develop the budget for Positions assigned to the Organizational Unit (BFR Code) for which they are responsible, as well as the Non-Position related G/L Accounts.

The classes for new users will cover all aspects of budget development and the seats are strictly reserved for those new to budget development.

Experienced users should refer to the step-by-step instructions in the online BPS tool as a refresher on how to develop the budget.

The step-by-step instructions are also available on the online BPS tool for reference as needed.

Target Audience:	Those within Company Code 10 and are responsible for developing the budget for seven-digit cost objects.
Prerequisite(s):	1. SAP User Name and Password
Duration:	3 hours
Format:	Classroom Training
To Register:	List of Central Administration & Provost Training Sessions *
	List of School of Medicine/Medical Center Departments Training Sessions *
Related Materials:	Budget Developement & Planning Step-By-Step User Guide (webpage)
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Budget Projections

All departments must submit budget projections for the fiscal year using BPS. If you have questions, please contact your Management Center.

Format:	Manual or Guide
To View:	Budget Projections Step-By-Step User Guide
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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:	View Training
Related Materials:	Budget Modification Deadlines (webpage) Budget Modifications Step-By-Step User Guide (webpage)
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Reporting Templates Enhancements

Please review the video and guide to important Reporting Template Enhancements within BPS.

Format:	Online Training
To View:	View Training
	View Step-By-Step Instructions (pdf)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Financial Certification Program

Certified Payroll Specialist

Financial Certification Program - Certified Payroll Representative

Certified Payroll Representative certification is designed for those individuals who are payroll representatives or backup payroll representatives and who are interested in advancing their professional growth and development. Comprehensive training will teach specific skills and techniques, improve job performance, minimize mistakes, bolster compliance measures, and provide a credential recognized and respected within the Duke community. Certified employees will exit the program with enhanced skills as outlined in detail in the Outcomes Outlines. Managers throughout Duke are encouraged to use their employee-participants in value-added roles by:

Delegatingadditional work and responsibilities to the participant
Supporting employee growth and development from certification
Seeking newhires who have completed certification

Target Audience:	Payroll Representatives or Backup Payroll Representatives
Format:	Certification or Learning Track
For More Info:	View Specifics for Certification
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Introduction to Duke Accounting and Business Practice

Target Audience:	Employees or individuals new to handling Duke financial responsibilities
Duration:	3 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Introduction to Duke Accounting and Business Practice User Guide (webpage)
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Introduction to Duke G/L Accounts

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Duke G/L Accounts User Guide (webpage)
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Payroll Process Overview for New Department Payroll Representatives

This interactive class introduces new Department Payroll Representatives to the payroll process. Specific focus is given to payroll schedules, SAP structure, iForms interface with the payroll system, time reporting, issuing of payments, and available reports. Participants are encouraged to bring specific situations to discuss during class. Due to the volume of information, the class is broken into two sessions offered on consecutive weeks. It is recommended that individuals new to processing payroll at Duke University/Duke University Health System attend this session prior to attending other payroll classes.

Target Audience:	New Departmental Payroll Representatives
Duration:	2.5 hours for two days
Format:	Classroom Training
To Register:	List of All Classes Available *
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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:	List of Classes Available *
Related Materials:	iForms website
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ReportXpress Overview

During this class, ReportXpress users learn how to manage time reports within ReportXpress. Participants will learn about time cards, available reports, how to address errors, discuss case studies, and receive a checklist to use as a guide for fulfilling ReportXpress responsibilities. Participants are encouraged to bring questions and situations to class for discussion.

Target Audience:	ReportXpress Managers, Supervisors and Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of Health System Classes Available *
	List of Durham Regional Classes Available *
	List of Duke Raleigh Classes Available *
	List of University Classes Available *
Related Materials:	API at Duke website
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Foreign National Payment Process Overview

This class will assist Department Payroll Representatives in understanding the complexities of working with Foreign National employees.Corporate Payroll Services will partner with other Duke departments to provide a comprehensive overview of a variety of different transactions that impact foreign national employees including hiring, acquiring social security numbers, and tax requirements.

Target Audience:	Department Payroll Representatives responsible for Foreign National Employees
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	July 2010 Presentation (pdf)
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Noncompensatory Payments Process Overview

This session is designed to assist Department Payroll Representatives in working with noncompensatory recipients.Discussions will focus on how to determine if an individual should be classified as a noncompensatory recipient and how to process all transactions impacting payments. Additionally the latest Duke and Federal policies governing noncompensatory payments will be reviewed and explained.Case studies are used to practice transaction application. Participants are encouraged to bring questions and situations to discuss in class.

Target Audience:	Noncompensatory Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Secondary Positions at Duke

Learn the proper way to process transactions to hire, pay, and terminate secondary employees. Class will focus exclusively on secondary positions.

Target Audience:	Department Payroll Representatives
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Payroll and Work Study

In preparation for the academic year, review the basics of college work study from how to process hire transactions to setting up appropriate funding codes. Class will focus exclusively on work study.

Target Audience:	Department Payroll Representatives
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Reconciling Payroll Reports

This interactive session is designed to assist Department Payroll Representatives, Business Managers, and HR Managers reconcile payroll expenses with department financial statements. Learn what reports are available both through SAP and by payroll request and how each ties to the financial statements. Participants will use case studies to explore how to effectively and efficiently handle reconciliations and what can happen if discrepancies are not addressed in a timely fashion.

Target Audience:	Departmental Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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The Impact of Leaves of Absence on Payroll

Corporate Payroll Services has taken the opportunity to evaluate the current Leave of Absence form and supporting business processes. As a result of this evaluation, Corporate Payroll Services will be introducing changes in these, in order to streamline the process and eliminate multiple forms.

You are invited to attend this session to learn more about the changes and to provide your input on the newly designed Leave of Absence form and business processes.

Your comments and suggestions are very important in making the change a success. Corporate Payroll Services will incorporate your feedback before launching the new changes.

Target Audience:	Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	December 2010 Presentation (pdf)
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Employee Transfers

This session provides participants with a step-by-step guide for processing employee transfers. Focus will be given to the three most common types of transfers - a different position in the same department, between departments, and between payroll areas. Learn the responsibilities of each of the departments involved in the transfer and the methodology payroll uses to ensure accurate payments and deductions during the transition period.

Target Audience:	Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Certification Final Exam for Certified Payroll Representative and Procure to Pay Specialist

A Certification Exam will be offered twice per month and an 80% passing grade is required to attain certification upon completion of the Certified Payroll Representative or the Procure to Pay Specialist program coursework. This test will be held in a designated computer lab and will be open to all certification tracks (each certification track will have a different exam relevant to that track). Failure to pass will result in review by the Curriculum Leader for the applicable certification track. A participant's area of deficiency will be identified from the exam results and specific classes may need to be completed before retaking the final exam; participants who do not successfully complete the final exam will not be required to retake all courses in the curriculum.

Target Audience:	Individuals seeking the Certified Payroll Representative Certification
Format:	Classroom Training
To Register:	List of All Classes Available *
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Updates for Department Payroll Representatives

This update allows Corporate Payroll Services and Department Representatives the opportunity to discuss the payroll process across the entire institution. The agenda changes each update but focuses on changes in policies and/or procedures, reoccurring issues/problems, information regarding calendar and/or fiscal year end, reminders for representatives, and case study analysis. Participants are encouraged to bring questions and situations to discuss with the class. Classes are separated between University, School of Medicine, and DUHS. Updates at Duke Raleigh Hospital and Durham Regional Hospital will be combined with the quarterly ReportXpress classes offered at each location.

Target Audience:	Department Payroll Representatives
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of Durham Regional Classes Available *
	List of University Classes Available *
	List of School of Medicine Classes Available *
	List of Health System Classes Available *
	List of Duke Raleigh Classes Available *
Related Materials:	April 2012 Presentation (University & School of Medicine) (pdf) April 2012 Presentation (Duke Raleigh) (pdf) April 2012 Presentation (Health System) (pdf) April 2012 Presentation (DRH) (pdf)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Financial Systems Specialist

Financial Certification Program - Financial Systems Specialist

A variety of technology applications, including Duke's enterprise SAP system, support Duke's operations, core financial processes, and the safeguarding of Duke's resources. The Financial Systems Specialist certification is designed for Duke employees for whom the use of such systems is central to the successful fulfillment of job responsibilities. This program, with a significant focus on key technology applications, will develop a highly-qualified user of Duke primary financial systems, promote broader understanding of financial responsibilities, enhance the ability to ensure financial compliance with established policies and procedures, and provide a credential recognized and respected throughout the Duke community. Certified employees will exit the program with enhanced skills as outlined in detail in the Outcomes Outlines. Managers throughout Duke are encouraged to use their employee-participants in value-added roles by:

Delegating additional work and responsibilities to the participant
Supporting employee growth and development from certification
Seeking newhires who have completed certification

Format:	Certification or Learning Track
For More Info:	View Specifics for Certification *
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Introduction to Duke Accounting and Business Practice

Target Audience:	Employees or individuals new to handling Duke financial responsibilities
Duration:	3 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Introduction to Duke Accounting and Business Practice User Guide (webpage)
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Introduction to Duke G/L Accounts

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Duke G/L Accounts User Guide (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:

Be certain you can log into SAP (using your own User Name and ID).
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:	List of Classes Available *
Related Materials:	SAP Hospital and Health System Reporting User 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:

Be certain you can log into SAP (using your own User Name and ID).
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:	List Classes Available *
Related Materials:	University Reporting-Sponsored Projects User Guide (webpage)
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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:

Be certain you can log into SAP (using your own User Name and ID).
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:	List of Classes Available *
Related Materials:	University Reporting-Non Restricted SAP Manual (webpage)
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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:	List of Classes Available *
Related Materials:	Reconciliation and Documents 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:	List of Classes Available *
Related Materials:	SAP Journal Entry Basics Guide (webpage) SAP Journal Entry Advanced Guide (webpage)
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Financial Systems Specialist Final Exam

A Certification Exam will be offered approximately three times per month and an 80% passing grade is required to attain certification upon completion of the Financial Systems Specialist program coursework. This test will be held in a designated computer lab and will be open to all certification tracks (each certification track will have a different exam relevant to that track). Failure to pass will result in review by the Curriculum Leader for the applicable certification track. A participant's area of deficiency will be identified from the exam results and specific classes may need to be completed before retaking the final exam; participants who do not successfully complete the final exam will not be required to retake all courses in the curriculum.

Target Audience:	Individuals seeking the Financial Systems Specialist Certification
Format:	Classroom Training
To Register:	List of All Classes Available *
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Financial Systems Specialist Continuing Education

Certification in the FCP Financial Systems Specialist track is valid for one year. Certification will be renewable by participation in a semi-annual general session designed to ensure that certified individuals across Duke remain aware of recent changes in the subject matter relevant to their respective tracks. Certification will be revoked if a participant does not maintain appropriate renewal credits on an annual basis, and re-certification will require full program participation. The renewal process is determined by individual certification tracks.

Format:	Classroom Training
To Register:	List of All Classes Available
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Procure to Pay Specialist

Financial Certification Program - Certified Procure to Pay Specialist Representative

The Procure to Pay Specialist certification is designed for those individuals who are A/P representatives, backup A/P representatives or employees who spend a portion of their time procuring good/services and managing invoice payments and who are interested in advancing their professional growth and development. Comprehensive training will teach specific skills and techniques, improve job performance, minimize mistakes, bolster compliance measures, and provide a credential recognized and respected within the Duke community. Certified employees will exit the program with enhanced skills as outlined in detail in the Outcomes Outlines. Managers throughout Duke are encouraged to use their employee-participants in value-added roles by:

Delegating additional work and responsibilities to the participant
Supporting employee growth and development from certification
Seeking new hires who have completed certification

Target Audience:	Departmental Accounts Payable Representatives and/or employees who have relevant responsibilities at Duke, i.e. a portion of their job involves procuring goods/services and managing invoice payments. SAP access required.
Format:	Certification or Learning Track
For More Info:	View Specifics for Certification *
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Introduction to Duke Accounting and Business Practice

Target Audience:	Employees or individuals new to handling Duke financial responsibilities
Duration:	3 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Introduction to Duke Accounting and Business Practice User Guide (webpage)
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Introduction to Duke G/L Accounts

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Duke G/L Accounts User Guide (webpage)
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So, You Need to Make a Purchase - Procuring Goods and Services at Duke

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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Purchase Orders at Duke

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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I Need A Check! - Accounts Payable Check Requests

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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Why Didn't it Pay? - Investigating and Resolving Unpaid Invoices

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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. 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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Advanced A/P Reporting

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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. So, You Need to Make a Purchase - Procuring Goods and Services at Duke
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Employee vs. Independent Contractor - Correctly Identifying & Issuing Payments to Independent Contractors

Target Audience:	Department Accounts Payable Representatives, Business Managers, and anyone who handles payments to Independent Contractors.
Format:	Classroom Training
To Register:	List of All Classes Available *
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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:	List of Classes Available *
Related Materials:	SAP Requisition Processing Manual (webpage)
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Issuing Payments to Foreign Nationals and Foreign Companies

Target Audience:	Department Accounts Payable Representatives and anyone who handles payments to Foreign Nationals and/or Foreign Companies.
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Goods Receipt

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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Certification Final Exam for Certified Payroll Representative and Procure to Pay Specialist

Target Audience:	Individuals seeking the Certified Payroll Representative Certification
Format:	Classroom Training
To Register:	List of All Classes Available *
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Updates for Department Accounts Payable Representatives

Target Audience:	Department Accounts Payable Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of University & School of Medicine Classes Available *
	List of Health System Classes Available *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Other

Testing

Test

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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Payroll & Time Reporting

Payroll Representatives

Payroll Process Overview for New Department Payroll Representatives

Target Audience:	New Departmental Payroll Representatives
Duration:	2.5 hours for two days
Format:	Classroom Training
To Register:	List of All Classes Available *
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Updates for Department Payroll Representatives

Target Audience:	Department Payroll Representatives
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of Durham Regional Classes Available *
	List of University Classes Available *
	List of School of Medicine Classes Available *
	List of Health System Classes Available *
	List of Duke Raleigh Classes Available *
Related Materials:	April 2012 Presentation (University & School of Medicine) (pdf) April 2012 Presentation (Duke Raleigh) (pdf) April 2012 Presentation (Health System) (pdf) April 2012 Presentation (DRH) (pdf)
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Noncompensatory Payments Process Overview

Target Audience:	Noncompensatory Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Payroll and Work Study

Target Audience:	Department Payroll Representatives
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Secondary Positions at Duke

Learn the proper way to process transactions to hire, pay, and terminate secondary employees. Class will focus exclusively on secondary positions.

Target Audience:	Department Payroll Representatives
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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Foreign National Payment Process Overview

Target Audience:	Department Payroll Representatives responsible for Foreign National Employees
Duration:	2.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	July 2010 Presentation (pdf)
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Reconciling Payroll Reports

Target Audience:	Departmental Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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The Impact of Leaves of Absence on Payroll

Target Audience:	Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	December 2010 Presentation (pdf)
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Employee Transfers

Target Audience:	Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Back to the Basics - Completing Gross Adjustments

This interactive session is designed to educate Department Payroll Representatives of the most appropriate methods for completing gross adjustments for biweekly employees. The session will help participants understand the types of situations where gross adjustments should be used and how to complete the form to adjust hours, modify time away from work, and pay paid parental leave for eligible employees. Case study analysis will allow participants to practice learnings.

Target Audience:	Department Payroll Representatives
Duration:	1.5 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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It's not that Simple - Modifying and Issuing Additional Payments to Exempt Staff

Issuing payments to exempt staff is easy - just set the salary and go, right? Wrong! While SAP allows salary to be set for monthly employees, there is often the need to make an exception to that salary amount or to issue additional payments for additional work performed. This session will focus on the nuances of issuing supplemental payments and completing pay exceptions for exempt staff. In this situationally based class, participants will focus on how to address some of the most common scenarios which result in changes to an exempt staff member's salary.

Target Audience:	Department Payroll Representatives with exempt staff
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Business Managers

Business Managers Annual Payroll Process Overview & Updates

The session is designed to keep Business Managers informed of the most current payroll information and to share opportunities for partnership between Corporate Payroll Services and Duke Departments. Additionally, Business Managers will have the opportunity to provide feedback to Corporate Payroll on how the Department can best serve its customers. Business Managers are encouraged to share and discuss specific situations and provide Corporate Payroll Services candid feedback.

Target Audience:	Business Managers
Duration:	1.5 hours
Format:	Classroom Training
To Register:	List of University Classes Available *
	List of Health System Classes Available *
Related Materials:	August 2011 Presentation (University/School of Medicine Business) (pdf) August 2011 Presentation (DUHS) (pdf)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

ReportXpress Users

ReportXpress Overview

Target Audience:	ReportXpress Managers, Supervisors and Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of Health System Classes Available *
	List of Durham Regional Classes Available *
	List of Duke Raleigh Classes Available *
	List of University Classes Available *
Related Materials:	API at Duke website
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Additional Options

Financial Certification Program - Certified Payroll Representative

Delegatingadditional work and responsibilities to the participant
Supporting employee growth and development from certification
Seeking newhires who have completed certification

Target Audience:	Payroll Representatives or Backup Payroll Representatives
Format:	Certification or Learning Track
For More Info:	View Specifics for Certification
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Electronic Time Reporting - Non-exempt Employees

The Electronic Time Reporting system through Duke@Work is the method by which non-exempt employees record hours to be paid in their primary departments for much of Duke University and the School of Medicine. The on-line training videos provide new employees with an opportunity to review and understand the tool prior to entering and submitting hours for payment. Employees should view the video that reflects the type of position they hold. Please contact your supervisor or department payroll representative if you have questions.Note: This training is not applicable to Duke University Health System or areas of the University/School of Medicine using the ReportXpress Time and Attendance System.

Target Audience:	Non-exempt (biweekly) employees whose departments use electronic time reporting through Duke@Work
Format:	Online Training
To View:	Benefits Eligible Employee (<20 hours per week) Video *
	Benefits Ineligible Employee (>20 hours per week) Video *
	Student Employee Video *
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Electronic Time Reporting - Approvers

The Electronic Time Reporting system through Duke@Work is the method by which non-exempt employees record hours to be paid in their primary departments for much of Duke University and the School of Medicine. This on-line training video provides time card approvers with a basic understanding of the approval process and functionality. Please contact your department payroll representative if you have questions. Note: This training is not applicable to Duke University Health System or areas of the University/School of Medicine using the ReportXpress Time and Attendance System.

Target Audience:	Individuals who are responsible for approving electronic time reports submitted by non-exempt (biweekly) employees whose departments use electronic time reporting through Duke@Work
Format:	Online Training
To View:	View Training *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Procurement & Purchasing

Accounts Payable

Updates for Department Accounts Payable Representatives

Target Audience:	Department Accounts Payable Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of University & School of Medicine Classes Available *
	List of Health System Classes Available *
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I Need A Check! - Accounts Payable Check Requests

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 at Duke

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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Goods Receipt

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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Issuing Payments to Foreign Nationals and Foreign Companies

Target Audience:	Department Accounts Payable Representatives and anyone who handles payments to Foreign Nationals and/or Foreign Companies.
Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
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Employee vs. Independent Contractor - Correctly Identifying & Issuing Payments to Independent Contractors

Target Audience:	Department Accounts Payable Representatives, Business Managers, and anyone who handles payments to Independent Contractors.
Format:	Classroom Training
To Register:	List of All Classes Available *
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So, You Need to Make a Purchase - Procuring Goods and Services at Duke

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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Why Didn't it Pay? - Investigating and Resolving Unpaid Invoices

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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. 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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Advanced A/P Reporting

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. SAP access is required 2. Basic SAP Understanding 3. Introduction to SAP at Duke 4. So, You Need to Make a Purchase - Procuring Goods and Services at Duke
Duration:	1 hour
Format:	Classroom Training
To Register:	List of All Classes Available *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Corporate Card

Works Training

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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Corporate Card User's Manual

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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Corporate Cardholder Training & Pick-Up

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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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services 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.

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) Buy@Duke Submitter Training for Post Implementation (webpage) Buy@Duke Shopper Training for Post Implementation (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

ReportXpress

ReportXpress Users

ReportXpress Overview

Target Audience:	ReportXpress Managers, Supervisors and Department Payroll Representatives
Duration:	2 hours
Format:	Classroom Training
To Register:	List of Health System Classes Available *
	List of Durham Regional Classes Available *
	List of Duke Raleigh Classes Available *
	List of University Classes Available *
Related Materials:	API at Duke website
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Research Compliance & Reporting

Research Administration Academy

RAA encompasses many facets of grant management responsibility at Duke University and Duke University Health System (DUHS). RAA is a development opportunity for employees providing numerous benefits for both the employee and the institution. Employee benefits include development or advancement of skill sets, enhanced professional advancement opportunities, and a clearer understanding of grant management responsibilities at Duke University. This investment by Duke University in its employees will provide the organization with stronger employee commitment, a more stable employee base, better information on which to make hiring decisions, and enhanced financial controls. The program which requires acceptance through a nomination process is designed for participants with less than two years experience in grant management and >50% grant management responsibilities.

Format:	Certification or Learning Track
For More Info:	View Specifics for Certification
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Effort Reporting & ECRT

Effort Coordinator Base Training - Refresher

This training session will review the ECRT on-line system from the Effort Coordinator's perspective, including how to process the effort certified by Faculty and monthly staff. ECRT "tasks" and "reports" will also be reviewed. This class will be limited to Effort Coordinators (Primary or Secondary) with previous ECRT experience. New Effort Coordinators should enroll in the four hour Base Training class.

Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Summary Guide for Effort Coordinators (pdf)
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Effort Coordinator Quarterly Review

This training session will review the ECRT on-line system from the Effort Coordinator's perspective including the "best practices" for ECRT Quarterly Reviews. This class will be limited to Effort Coordinators (Primary or Secondary).

Format:	Classroom Training
To Register:	List of Classes Available *
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Effort Coordinator Base Training

This training session will cover how to review and process the effort certified by Faculty and monthly staff. This class will also cover how to review and approve the Total Professional Effort (TPE) confirmed by faculty. This class will be limited to NEW Effort Coordinators. A two hour review session will be available for experienced Effort Coordinators.

Duration:	4 hours
Format:	Classroom Training
To Register:	List of Classes Available *
Related Materials:	ECRT Basic Guide for Effort Coordinators (webpage) Total Professional Effort (TPE) Guide for Effort Coordinators (webpage)
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Effort Supporting DUHS (ES-DUHS) - SOM Only

This additional session covers how to review and approve Faculty's quarterly and annual effort in support of DUHS that is funded from University sources. This training is ONLY required for those in Clinical departments who have Faculty with effort paid from G/L Account 600200.

Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Effort Supporting DUHS (ES-DUHS) Guide for Effort Coordinators (webpage)
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Effort Certifier Training

The online training links below will assist Faculty and Monthly Staff members who are required to certify their effort using the new ECRT system. To view this training, you will need the latest version of Adobe Flash player installed. If the presentation(s) do not display, please contact your IT support personnel.

Target Audience:	Faculty and Monthly Staff members who are required to certify their effort.
Format:	Online Training
To View:	I certify both Base Effort and Supplemental Pay. *
	I certify Base Effort only, and do not receive Supplemental Pay. *
	I certify Supplemental Pay only. *
	I confirm Total Professional Effort (TPE) *
	I confirm Effort Supporting the Duke University Health System (ES-DUHS). *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

FasTracks

Charging Clerical and/or Administrative Expenses to Federally Funded Projects (CAS)

The objective of this class is to provide participants with a detailed knowledge of Duke’s policies and procedures, as well as the Federal rules and regulations governing the charging of CAS items to Federal programs. Discussion topics include: a review of the Federal definition of clerical and administrative expenses, Duke GAP and other pronouncements, what constitutes major or complex projects, what are unlike circumstances, allowable and unallowable expenses, guidance in completing the Direct Cost Exception Form (CAS), and guidance in resolving remediation issues. An overview of the CAS remediation process for the School of Medicine and School of Nursing will be provided. This session is designed for users who submit or review electronic CAS forms.

The course includes an evaluation. Those participants that complete the post class evaluation will earn 1 continuing education credit towards the RCC annual continuing education requirement.

Target Audience:	This course will benefit School of Medicine / School of Nursing personnel who manage direct cost exceptions (CAS) on a regular basis and require more specific knowledge beyond the basics.
Format:	Classroom Training
To Register:	List of Classes Available *
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Fund Codes with Negative Balances

This class focuses on analyzing and resolving negative balances in fund codes in order to establish sound management practices throughout the life of a project. Discussion topics include: causes of negative balances in award and non-award based fund codes, determining when a negative balance needs action, determining how to resolve a negative balance, determining when a fund code is considered overdrawn and how to resolve it, metrics reporting, and summary reporting. Discussions will also address how departmental justifications can affect operational measures. An intermediate to advanced knowledge of fund code financial management and School of Medicine Finance Office’s monthly reporting requirements is strongly recommended.

The course includes an evaluation. Those participants that complete the post class evaluation will earn 1 continuing education credit towards the RCC annual continuing education requirement.

Target Audience:	This session is designed for School of Medicine / School of Nursing business managers and departmental administrators who complete or review monthly analysis reports provided to the School of Medicine Finance Office.
Format:	Classroom Training
To Register:	List of Classes Available *
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Introduction to Post Award Administration

This class provides training focused on effective post-award administration of sponsored projects. Topics discussed in this class include post-award organization at Duke, locating applicable terms and conditions in an award, applying appropriate Federal regulations, locating and applying agency policy and guidance, appropriate charging and best practices to implement. This class is designed for grant managers with primarily post-award responsibilities.

Format:	Classroom Training
To Register:	List of All Classes Available ^
Related Materials:	Post Award Administration Manual (webpage)
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Research Management at Duke

This online course provides an overview of the various offices, systems, and resource sites relating to research management at Duke University. The course includes an evaluation and assessment.

You will be given the opportunity to complete an evaluation and assessment after you have attended the class.

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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Basic Compliance

This online course will provide participants with a basic understanding of the compliance environment and framework for compliant grant management. This course features brief overviews of OMB Circulars, FDP, FAR, sponsor notice of award, and A-21 Federal definitions of allowable and unallowable costs. The course includes an evaluation and assessment.

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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Establishing a Funded Project for Compliant Management

This class provides a focused review of how to set up a new award in order to establish sound management practices throughout the life of the project. Discussion topics include: reading and understanding the notice of award, correlating the proposal budget to the WBSE budget, anticipating and implementing the personnel plan (including anticipating issue with effort), and identifying problematic areas to be addressed. This session is designed for individuals with beginning to intermediate knowledge of compliance. The objective of this program is to provide the participant with a broad understanding of how to establish appropriate systems and controls in order to ensure compliant management. For those seeking CPE credit, copies of the speaker biographies may be obtained from Research Costing Compliance.

This class offers 2 hours of Continuing Professional Education (CPE) credit for certifications external to Duke and 1 continuing education credit towards the RCC annual continuing education. Please contact the governing board for your certification for verification.

Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Instructor Biographies (pdf)
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Direct Costing Basics for Lab Managers and Procurers

This online course is designed specifically for those who charge costs to sponsored projects. It features an overview of allowable and unallowable charges, how to determine if a cost is allowable, review of basic charging processes at Duke University, a discussion of roles and responsibilities, and strategies for effective communication with grant management staff in your unit.

Target Audience:	Individuals who regularly charge costs to Sponsored Projects
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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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Post Award Administration

Introduction to Post Award Administration

Format:	Classroom Training
To Register:	List of All Classes Available ^
Related Materials:	Post Award Administration Manual (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Continuing Education

Management of Selected Post Award Issues

This class is updated annually and is mandatory for all grant managers. Attendance counts as one unit of the required continuing education units for those with RCC, RAA, and RAI certification. This class features information and practical applications in managing these important compliance functions: direct charging administrative costs to federal awards, subrecipient monitoring, effort, and cost transfers. This session is designed for individuals with intermediate to advanced knowledge of compliance. The objective of this program is to provide the participant with a broad understanding of emerging/current financial compliance issues. Specific competencies addressed: clerical and administrative charges according to OMB A-21; cost transfer regulations and policies; National Science Foundation regulations update on faculty salary allowances; and new guidance on subrecipient monitoring as required by OMB A-21 and A-133. For those seeking CPE credit, copies of the speaker biographies may be obtained from Research Costing Compliance.

Continuing Professional Education (CPE) credit is available for external certifications, such as CPA or CRA. Please contact the governing board for your certification for verification.

Duration:	2 hours
Format:	Classroom Training
To Register:	List of All Classes Available *
Related Materials:	Instructor Biographies (pdf)
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Continuing Education for PIs

This Continuing Education module is required. Its purpose is to safeguard you, your research and other research faculty. This continuing education module is especially important in light of the examples of non-compliance, fraud and misuse of federal funds that we continue to see at our peer institutions and which have resulted in considerable fines in several instances.

Important notice to Principal Investigators regarding required training module: A new Principal Investigators (PI)/ Project Director (PD) continuing education module was made available in March, 2011.Completion of the new module is required of all Principal Investigators and Project Directors who have not completed the March, 2011 version.

Target Audience:	Principal Investigators & Project Directors
Duration:	30 minutes
Format:	Online Training
To View:	View More Information *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

AGM Certificate Program

Export Controls

Export controls present unique challenges to universities and colleges because they require balancing concerns about national security and U.S. economic vitality with traditional concepts of unrestricted academic freedom and publication and dissemination of research findings and results. University researchers and administrators need to be aware that these laws may apply to research, whether sponsored or not. However, it also is important to understand the extent to which the regulations do not affect normal university activities. This session features a discussion of the basic tenants of Export Controls, how Duke University implements Export Control policies, and how to communicate Export Control expectations to faculty.

You will be given the opportunity to complete an evaluation and assessment after you have attended the class.

This class offers 1 hours of Continuing Professional Education (CPE) credit for CPAs.

Format:	Classroom Training
To Register:	List of All Classes Available ~
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Responsible Conduct of Research: Managing Protocols

This course provides an overview of the roles and responsibilities of the Principal Investigator and Grant Manager to ensure that research involving research subject are appropriately managed throughout the course of a funded project. The session will feature a discussion of the protocol review and approval process for both the Institutional Review Board and the Institutional Animal Care and Use Committee, the entities responsible for ensuring that all research subjects are properly protected and informed, and the potential consequences of non-compliance on both the Principal Investigator and Duke University. An RCC Lead Trainer will provide additional comments from the perspective of the role of the department grant manager in monitoring RCR compliance issues as a support service to the PI. This class is counts towards RCC Continuing Education Credit.

Format:	Classroom Training
To Register:	List of All Classes Available *
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Federal Contracting Basics

A contract is very different from a grant. Both are award mechanisms used by the federal government, but the restrictions and requirements of a contract may be very different from those of a grant funded project. This course will provide a fundamental understanding of contracts issued by federal agencies; how these funding mechanisms differ from the more traditional grant mechanism; how to read and apply standard terms and conditions in managing sponsored projects that are funded through contractual agreements; and, specific issues related to contracts that grant managers must be aware of and manage appropriately, including understanding effort charged to contracts and reporting requirements. In addition, the session will provide updated information regarding the Duke University contracting process, including how subrecipient agreements are issued and how these must be monitored at the department level.

Enrollment in AGM Certificate Program: You must apply and be accepted into the AGM certificate program PRIOR to taking AGM classes. If you attend AGM classes for continuing education credit and are later accepted into the AGM certificate program, you will be required to re-take any AGM classes already completed prior to your time of enrollment in the program.

Continuing Education Credit: Enrollment for the Advanced Grant Management program classes is open to anyone for continuing education credit. Each class counts as one credit. Please note that once a class has been completed, it cannot be taken again for continuing education credit.

This class offers 2 hours of Continuing Professional Education (CPE) credit for CPAs.

Format:	Classroom Training
To Register:	List of All Classes Available *
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Advanced Effort Management

This course features extended discussion of effort management issues: calculating and adjusting clinical effort, managing academic effort and certain federal effort restrictions (NSF), PDC, TPE, and related effort issues.

Continuing Education Credit: Enrollment for the Advanced Grant Management program classes is open to anyone for continuing education credit. Each class counts as one credit. Please note that once a class has been completed, it cannot be taken again for continuing education credit.

This class offers 4 hours of Continuing Professional Education (CPE) credit for CPAs.

Format:	Classroom Training
To Register:	List of All Classes Available *
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Management of Complex Research Projects

As the demands of compliance from an institutional and sponsor perspective increase, Grant Managers are under increased pressure to prepare, submit, and manage complex research projects from a compliance and budgetary perspective. This course will help to identify key aspects of complex research projects related to the preparation and submission of federal proposals. This course will also identify key postaward functions that are required for successful management of complex research projects from a budgetary and compliance perspective. This class is counts towards RCC Continuing Education Credit.

Format:	Classroom Training
To Register:	List of Classes Available *
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Introduction to Clinical Research for Grant Managers

This session focuses on the financial aspects of clinical research from budgets to billing grids. Topics to be covered will include building an Internal Cost Summary for an industry-sponsored trial, determining billing risk for studies, and developing best practice payment terms. Additionally, an overview of the billing process for studies will be discussed with emphasis on billing grids, subject tracking, and billing reports. This class is counts towards RCC Continuing Education Credit.

Format:	Classroom Training
To Register:	List of All Classes Available *
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Regulatory Environment: A-21, A-110, A-133, F&A

This course provides a detailed review of the main OMB Circulars pertinent to grant management at Duke University, and features case studies and other classroom exercises designed to familiarize participants with looking up and referencing sections of the circulars for later use. Participants will receive an A-21 workbook for future reference. This class is counts towards RCC Continuing Education Credit. This course features extended discussion of effort management issues: calculating and adjusting clinical effort, managing academic effort and certain federal effort restrictions (NSF), PDC, TPE, and related effort issues.

Format:	Classroom Training
To Register:	List of Classes Available *
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Management Training and Career Awards

This course will feature discussions on oversight and coordination of individual career awards, as well as, institutional career development programs. This session will take a look at how to identify the key elements in a career and training award for appropriate proposal development and project management. This class is counts towards RCC Continuing Education Credit. This course features extended discussion of effort management issues: calculating and adjusting clinical effort, managing academic effort and certain federal effort restrictions (NSF), PDC, TPE, and related effort issues.

Format:	Classroom Training
To Register:	List of Classes Available *
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Advanced Grant Management (AGM) Proctored Exam

In order to complete the Advanced Grant Management certificate program participants admitted to the program must pass the proctored final exam. Once all of program courses have been completed program participants should register to sit for the exam.

Format:	Classroom Training
To Register:	List of Classes Available *
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Additional Options

Pre-Award: (Campus) Office of Research Support

This class is for department grant managers; it covers the basics of proposal preparation, submission and review for campus proposals. This does not include the Medical Center, which has different procedures. Selected post-award issues will also be covered, including rebudgeting grant funds. The class will focus on the website of the Office of Research Support. This includes resources to assist faculty in completing application forms, and information on developing budgets, securing required approvals, requesting pre-award spending, interpreting award terms and conditions, and applying for no-cost extensions. This is not a grant writing course.

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice 2. Introduction to Duke G/L Accounts
Duration:	8 hours
Format:	Classroom Training
To Register:	View Available Classes ~
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Pre-Award: (Medical Center) Office of Research Administration

Designed for Medical Center department grant managers and principal investigators, this course module covers the basics of proposal preparation and submission of initial grant applications, contracts, subcontracts and clinical trial agreements which are submitted through the Duke University Medical Center. Emphasis will be placed on the preparation of applications to the National Institutes of Health as well as on internal Medical Center grant policies and procedures. In addition, other nuts and bolts topics such as requesting pre-award spending, interpreting award terms and conditions, and applying for no-cost extensions will be covered. The course will utilize the Medical Center's Office of Grants & Contracts web site, which includes resources to assist faculty and administrators. This is not a grant writing course.

Prerequisite(s):	1. Introduction to Duke Accounting and Business Practice 2. Introduction to Duke G/L Accounts
Duration:	8 hours
Format:	Classroom Training
To Register:	View Available Classes ~
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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:	List of Classes Available *
Related Materials:	Projection and Reporting Tool Guide (webpage)
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SAP University Reporting: Sponsored Projects

Be certain you can log into SAP (using your own User Name and ID).
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:	List Classes Available *
Related Materials:	University Reporting-Sponsored Projects User Guide (webpage)
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National Council of Research Administrators (NCURA)

The National Council of Research Administrators website offers education programs including Conferences, Traveling Workshops, and Online Presentations. Review their website for more information.

Format:	Online Training
To View:	View Training ~
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SRA International North Carolina Chapter Website (NCSRA)

The SRA International North Carolina Chapter Website (NCSRA) website offers many training opportunities including Certificate Programs, seminars and more. Please review their Learning & Professional Development website to learn more.

Format:	Online Training
To View:	View Training ~
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SRA International Southern Section Website (SRA)

The SRA International Southern Section Website (SRA) website offers many training opportunities including Certificate Programs, seminars and more. Please review their Learning & Professional Development website to learn more.

Format:	Online Training
To View:	View Training ~
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Research Administrators Certification Council

The Research Administrators Certification Council website offers the Handbook for Candidates, Online Practice Test & Application for Examination as well as additional certification resources. Please review the website for more information.

Format:	Online Training
To View:	View Training ~
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MyResearch

MyResearch is a website accessible to all faculty through the Duke@Work self-service website (http://work.duke.edu) that offers consolidated access to Duke-sponsored research administration systems, key reports on research activity and remaining account balances, and links to important websites.

Format:	Online Training
To View:	Overview of MyResearch
Related Materials:	Grants Management Guide for MyResearch Reports (webpage)
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Certified Research Administrator Exam Prep Study Group - CRA Study Group

Research Costing Compliance (RCC) hosts a semi-annual CRA Study Group for those persons interested in taking the Certified Research Administrator exam administered by the Research Administrators Certification Council (RACC). For more information on the exam, please visit: http://www.cra-cert.org/. Space is limited to 20 people.

Target Audience:	Please note that seats are reserved for only those who qualify to sit for the CRA exam. A pre-registration form is required for participation in the study sessions. Registration for these sessions open starting in June and November of each year.
Duration:	2 hours
Format:	Online Training
To View:	View More Information
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

SAP

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:	View Training *
Related Materials:	Duke SAP Basics User Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Financial Courses, Introductory

SAP University Reporting: Non-Restricted

Be certain you can log into SAP (using your own User Name and ID).
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:	List of Classes Available *
Related Materials:	University Reporting-Non Restricted SAP Manual (webpage)
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SAP Hospital and Health System Reporting

To gain the most benefit from this class:

Be certain you can log into SAP (using your own User Name and ID).
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:	List of Classes Available *
Related Materials:	SAP Hospital and Health System Reporting User Guide (webpage)
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SAP Journal Entry

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:	List of Classes Available *
Related Materials:	SAP Journal Entry Basics Guide (webpage) SAP Journal Entry Advanced Guide (webpage)
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SAP University Reporting: Sponsored Projects

Be certain you can log into SAP (using your own User Name and ID).
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:	List Classes Available *
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:

Be certain you can log into SAP (using your own User Name and ID).
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:	List of Classes Available *
Related Materials:	University Reporting: Business Managers User Guide (webpage)
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SAP Requisition Processing

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:	List of Classes Available *
Related Materials:	SAP Requisition Processing Manual (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Financial Courses, Advanced

SAP Reconciliation and 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:	List of Classes Available *
Related Materials:	Reconciliation and Documents User Guide (webpage)
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Faculty Projection and Reporting Tool for Grants Managers and Business Managers

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:	List of Classes Available *
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:	List of Classes Available *
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 reoprting 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:	List of All Classes Available *
Related Materials:	Advanced Sponsored Projects Reporting User Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Human Resources & Payroll

iForms Overview

Target Audience:	Employees and Managers that view and process Employee Master Data
Duration:	2 hours
Format:	Classroom Training
To Register:	List of Classes Available *
Related Materials:	iForms website
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

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:	List of Classes Available *
Related Materials:	Introduction to SAP BW for Duke University (0010) User Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

BPS

Budget Modifications

Prerequisite(s):	1. SAP User Name and Password
Duration:	30 minutes
Format:	Online Training
To View:	View Training
Related Materials:	Budget Modification Deadlines (webpage) Budget Modifications Step-By-Step User Guide (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Buy@Duke

Learning to Use Buy@Duke

Format:	Online Training
To View:	View More Information *
Related Materials:	Buy@Duke Step-By-Step User Guide (webpage) Buy@Duke Submitter Training for Post Implementation (webpage) Buy@Duke Shopper Training for Post Implementation (webpage)
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Additional Options

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.

Target Audience:	Employees and Administrators who enter or approve expenses for travel or miscellaneous reimbursements.
Format:	Online Training
To View:	Domestic Trip
	International Trip
	Non-Travel Reimbursement
	How to Approve an Expense
	Cost Assignment
	Cost Assignment (Individual Receipt)
	Additional Destinations (International Travel)
	How to Customize and Filter
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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.

Travel & Reimbursements

Online Travel and Reimbursement Training

Target Audience:	Employees and Administrators who enter or approve expenses for travel or miscellaneous reimbursements.
Format:	Online Training
To View:	Domestic Trip
	International Trip
	Non-Travel Reimbursement
	How to Approve an Expense
	Cost Assignment
	Cost Assignment (Individual Receipt)
	Additional Destinations (International Travel)
	How to Customize and Filter
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Corporate Cardholder Training & Pick-Up

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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Works 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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* : Requires valid, pre-specified IP address, affiliation or NET ID.
~ : Located outside of the Financial Services domain.