Course Descriptions
Below is an outline of the SAP courses available followed by the detailed course descriptions, which include who should attend each course and any pre-requisites that are required for that course. Use the links below to view course descriptions and determine which class you need based on your job function.
The SAP courses are available at Learning & Organizational Development Labs, 406 Oregon Street, Central Campus . To see a schedule of when classes are available, please visit either our online training page or our classroom training page.
- General Introduction to R/3 Course
- Financial Courses, Introductory
- Financial Courses, Advanced
- Human Resources / Payroll Courses
- iForms Course (Introduction to R/3 is NOT required as a pre-requisite.)
- iForms Course (Introduction to R/3 is NOT required as a pre-requisite.)
- Purchasing Courses
- SAP Business Warehouse Courses
Introduction to R/3 at Duke
Note: This course is required before taking any other R/3 courses. This course is NOT required for Introduction to SAP Business Warehouse for Duke University.Duration: 2.5 hours (6 Part Online Course) Prerequisite: None Website: http://www.finsvc.duke.edu/sapr3/Training/Intro2R3.html You Should Take This Course If You...
- Need to become familiar with the R/3 system for your job AND/OR
- Will attend more R/3 classes
- Work for Duke University (R/3 Company 0010) or any Duke Health System department (R/3 Company 0020 and higher)
Description: This 6 part online course is REQUIRED before attending all other R/3 classes. The class covers general information about SAP R/3, how Duke is using R/3, and common R/3 language used across the system. The class provides hands on experience on how to log into R/3, navigate or move around, perform field searches, and view common R/3 language.
Related Materials: 
Duke R/3 Basics Guide
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Financial Courses, Introductory Journal Entry Duration: 4 hours Prerequisite: Introduction to R/3 at Duke Recommended: Introduction to Duke Accounting
Duke G/L Accounts
(not R/3 classes; offered by Accounting Systems & Procedures)You Should Attend If You... - Need to process journal entries (i.e., journal vouchers) for department billings or corrections
- Work for Duke University (R/3 Company 0010) or any Duke Health System department (R/3 Company 0020 and higher).
Description: 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.
Please remember to bring your User's Guide to class with you.
Related Materials: R/3 Journal Entry Guide
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Hospital and Health System Reporting Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
R/3 User Name and PasswordYou Should Attend If You... - Are an employee of the Health System (R/3 Company 0020 and higher: Hospitals, DUAP, etc.) AND
- Are responsible for reporting of a Hospital Clinical Business Unit or Health System department AND
- Use nine digit cost object numbers.
NOTE: This course is not intended for School of Medicine/Medical Center departments using only seven-digit Cost Objects.
Description: This course focuses on how to run, navigate, and understand Health System profit center and cost center reports. The course is taught in the R/3 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 R/3 (using your own User Name and ID).
- Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
- Please bring your User's Guide to class with you.
Related Materials: Class Schedule/Calendar| Top | University Reporting: Non-Restricted Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
R/3 User Name and PasswordRecommended: Introduction to Duke Accounting
Duke G/L Accounts
(not R/3 classes; offered by Accounting Systems & Procedures)You Should Attend If You... - Are an employee of Duke University-R/3 Company 0010 (Provost, Central Administration, and School of Medicine/Medical Center) AND
- Are responsible for reporting or reconciling of seven-digit, non-restricted cost objects (cost centers and profit centers beginning with 1xx, 4xx, 5xx, 6xx, and 8xx)
- Can log into the R/3 Production client (PRD - Financial Accounting) with a User Name and password.
Description: 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 R/3 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 R/3 (using your own User Name and ID).
- Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
- Please bring your User's Guide to class with you.
Related Materials: University Reporting-Non Restricted R/3 Manual
Class Schedule/Calendar| Top | University Reporting: Sponsored Projects Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
R/3 User Name and PasswordRecommended: Introduction to Duke Accounting
Duke G/L Accounts
(not R/3 classes; offered by Accounting Systems & Procedures)You Should Attend If You... - Are an employee of Duke University-R/3 Company 0010 (Provost, Central Administration, and School of Medicine/Medical Center) AND
- Are responsible for reporting or reconciling statements of seven-digit, restricted cost objects (WBS Elements or projects beginning with 3xx, including 36x - 39x).
- Can log into the R/3 Production client (PRD - Financial Accounting) with a User Name and password.
Note: This class will be part of the Costing Compliance curriculum for Sponsored Research Projects
Description: This course focuses on how to run, navigate, and understand reports for Duke University Sponsored Projects. The course is taught in the R/3 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 R/3 (using your own User Name and ID).
- Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
- Please bring your User's Guide to class with you.
Related Materials: University Reporting-Sponsored Projects R/3 Manual
Class Schedule/Calendar| Top | University Reporting: Business Managers Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
R/3 User Name and PasswordYou Should Attend If You... - Are an employee of the Duke University-Company 10 (Provost, School of Medicine or Medical Center, etc.), AND
- Are responsible for reporting of organizational units (i.e., BFR codes) containing MULTIPLE Non-Restricted cost objects (Cost Centers, Profit Centers, and WBS Elements beginning with 1xx, 4xx, 5xx, 6xx, 7xx and 8xx), OR
- Are a Business Manager for larger school or department, OR
- Work in a Central Administrative department.
Description: 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 R/3 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 R/3 (using your own User Name and ID).
- Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
- Please bring your User's Guide to class with you.
Related Materials: University Reporting-Business Manager SAP R/3 Manual
Class Schedule/Calendar| Top | Financial Courses, Advanced Note: Before registering in these courses, users must complete the following:
- Introduction to R/3 at Duke; AND
- one of the Introductory Reporting courses; AND
- at least one month of financial reporting work in R/3.
Reconciliation and Documents Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
R/3 User Name and Password
Any R/3 reporting classYou Should Attend If You... - Are responsible for reconciling financial transactions on reports AND/OR
- Need to know how to research or find information about common R/3 documents AND/OR
- Are responsible for tracking or looking up vendor invoice payments.
Description: This course provides information about the reconciliation of financial transactions using R/3 reports, including the GAP procedures that must be followed. The course also provides details for common R/3 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 R/3 are also covered. This course does not cover how to create the various documents.
Please remember to bring your User's Guide to class with you.
Related Materials: Reconciliation and Documents Guide
Class Schedule/Calendar| Top | Advanced Reporting Duration: 4 hours Prerequisites: Introduction to R/3 at Duke
Any Financial Reporting Class
1-2 months working with R/3 online reportsYou Should Attend If You... - Use R/3 for online reporting AND
- Would like to learn more advanced ways to select report criteria and manipulate the data on various reports.
- Work for Duke University (R/3 Company 0010) or any Duke Health System department (R/3 Company 0020 and higher).
Description: 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 R/3 reports.
Please remember to bring your User's Guide to class with you.
Related Materials: SAP R/3 Advanced Reporting Functions Manual
Class Schedule/Calendar| Top | Human Resources / Payroll Courses iForms Duration: 2 hours Prerequisites: None. You Should Attend If You... - Need to view Human Resources and Payroll master data for employees and positions.
- Need to initiate any HR or Payroll actions, including hiring and transfers, position management, cost distributions, supplemental pay, terminations, etc.
- Need to approve any HR or Payroll actions.
- Work for Duke University (R/3 Company 0010) or any Duke Health System department (R/3 Company 0020 and higher).
Description: 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.Related Materials: iForms website
Class Schedule/Calendar| Top | Purchasing Courses Requisition Processing Duration: 4 hours Prerequisites: Introduction to R/3 at Duke You Should Attend If You... - Order materials or services, either from outside the University or Health System or from inside (Stat room or Materials Management)
- Work for any Duke Health System department (R/3 Company 0020- 0060), for Medical Center labs or any other University related area (R/3 Company 0010 & 0071)
Description: 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).
Please remember to bring your User's Guide to class with you.
Related Materials: SAP R/3 Requisition Processing Manual
Class Schedule/Calendar| Top | Advanced Requisition Processing* Note: Users must take either Hospital/Health System or Univeristy/Medical Center Requisition Processing before taking this course. Duration: 3 hours Prerequisites: Introduction to R/3 at Duke
Requisition ProcessingYou Should Attend If You... - Have experience ordering materials or services using SAP R/3, and would like more in-depth information about transactions for the requisitioning process
- Work for Duke University (R/3 Company 0010) or any Duke Health System department (R/3 Company 0020 and higher)
Description: This advanced course will cover how to create an ordering guide (ZMOG) that can be used to create requisitions and how to do goods receipt and goods return. The course will go into more detail about displaying open purchase orders and will demonstrate how to determine units of measure, as well as where prices are located. Finally, the course will cover vendor information, including display and source assignment.
Please remember to bring your User's Guide to class with you.
Related Materials: SAP R/3 Advanced Requisition Processing Manual
Class Schedule/Calendar| Top | SAP Business Warehouse Courses Introduction to SAP Business Warehouse for the University (0010) Duration: 3 hours Prerequisite: Access to SAP BW via your SAP User Administrator Recommended: A basic SAP R/3 reporting class, such as University Reporting: Non-Restricted or University Reporting: Sponsored Project You Should Attend If You... - Work for Duke University (R/3 Company 0010) and need more advanced reporting options to view and manipulate financial or procurement data from an organizational perspective, using an Org. Unit (10 digit BFR Code).
- Would like to view and analyze all of an Org. Unit’s cost objects (Cost Centers, Profit Centers, and WBS Elements/Projects) in one query / report.
Description: 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 R/3 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.
Related Materials: Introduction to SAP BW for Duke University (0010) Guide
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