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.
Introduction to R/3 at Duke is a mandatory online course that must be taken before registering for any other R/3 course. Other SAP related courses, such as iForms and Introduction to Business Warehouse, do not require this pre-requisite.
Note: This course is required before taking any other SAP courses. This course is NOT required for Introduction to SAP Business Warehouse for Duke University.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 provides hands on experience on how to log into SAP, navigate or move around, perform field searches, and view common SAP language.
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Financial Courses, Introductory
SAP University Reporting: Non-Restricted
Target Audience:
Those within Company Code 10 and are responsible for reporting or reconciling of seven-digit, non-restricted cost objects
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 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.
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.
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 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.
Any Duke employee that needs to process journal entries (i.e., journal vouchers) for department billings or corrections
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.
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.
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.
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
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).
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid 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.
Description:
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.
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.
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid 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
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.
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
Business Warehouse
Introduction to SAP Business Warehouse for the University (0010)
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 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.
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
BPS
Budget Modifications
Description:
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.
____________________________________________ * : Requires Duke IP address or Valid NET ID. ^ : Requires valid NET ID. ~ : Located outside of the Financial Services domain.
