Step By Step Instructions
Step by Step instructions for using SAP R/3 are available below. A list of the major topics covered in the Step by Step instructions is below.
All of the Step by Step instructions are PDF documents. If you do not have PDF reader already installed on your computer, please consult with your department's computer support staff.
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Accounts Payable Invoice Exception Workflows
- Purchase Order Value Exceed Limits Price Block
- Value Exceeds Limit Workflow
- Quantity Block Workflow
- Item Not on Purchase Order Workflow
- Appendices for Workflows
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Cognos Report with Comments
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Introduction to Business Warehouse Guide for Duke University (Company Code 0010)
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Basic Guide for Effort Coordinators
- Introduction to ECRT
- To access ECRT via Duke@WORK
- Allow Pop-up Windows from the Duke@WORK Website (via Internet Explorer)
- To exit ECRT and Logout
- Certification Overview
- To certify effort on the Base Effort Card
- To certify effort on the Supplemental Pay Card
- To legally attest to the certification on the Certification Attestation Effort page
- Processing the Effort Card
- To access the Effort Card via Manage Effort Tasks
- To review and process the Base Effort
- To review and process the Supplemental Effort
- To view a processed (complete) Supplemental Pay Card
- To re-open the Effort Card for Recertification
- Processing Salary Cost Transfers via iForms
- To access iForms via Duke@WORK
- To find the Certifier for the Salary Cost Transfer
- To process the iForm for the Salary Cost Transfer
- Managing Secondary Effort Coordinators
- To access the Org. Code (BFR Code) via the Org Code Dashboard
- To restrict the Secondary Effort Coordinator’s access to specific Certifiers
- To grant a Secondary Effort Coordinator the ability to process Effort Cards for specific Certifiers
- Managing Effort Certification
- To determine if Faculty or Monthly Staff qualify as a Certifier
- To understand about Quarterly Notices and Email Notifications for Certifiers
- To monitor the Certification Status in ECRT
- To review the Certifiers for an Org. Code
- To review the CC/WBSE(s) within this Org. Code
- To place a Certifier on hold
- To assign a Proxy to a Certifier
- To transfer a Certifier Effort Card(s) to another Org. Code’s Primary Effort Coordinator for Processing
- Reviewing the ECRT Reports
- To access the ECRT reports via the Base Effort Card
- To access the ECRT reports via View Reports in the ECRT Home Page
- To review the Certification Payroll Report
- To review the Certifier Payroll Summary Report
- To review the Certification Status Report
- To review the Cost Share Report
- To review the Org. Code CC / WBSE Report
- To review the List of All Users Report
- To review the Payroll Adjustment Reconciliation Report
- To review the Potential Certification Conflict Report
- To review the Sponsored Projects Employee Summary (SPES) Report
- To review the Sponsored Project Activity Report
- Reviewing the Email Notifications
- Emails Generated During the Period of Performance
- Emails Generated about Proxy Certifier
- Emails Generated During Certification Period
- Emails Generated After the Certification Period Has Ended
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Total Professional Effort (TPE) Guide for Effort Coordinators
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Effort Supporting DUHS (ES-DUHS) Guide for Effort Coordinators
- Introduction to ECRT
- To access ECRT via Duke@WORK
- To allow Pop-up Windows from the DUKE@Work Website (via Internet Explorer)
- To exit ECRT and Logout
- Overview of Effort Supporting Duke University Health System (ES-DUHS)
- General Introduction of ES-DUHS in ECRT
- Overview of the ES-DUHS Process in ECRT
- Quarterly Certification
- Logic Checks
- Annual Effort Certification
- Steps done by Faculty for the ES-DUHS quarterly certification
- Processing the ES-DUHS Card
- To pre-fill the ES-DUHS effort card for your Faculty
- To process the ES-DUHS quarterly confirmation
- To process the ES-DUHS annual confirmation
- Reviewing ECRT Reports for ES-DUHS
- To access the ECRT reports via IQ Tool in the ECRT Home Page
- To review the Medicare Hours Validation Quarterly Report
- To review the Medicare Hours Validation Yearly Report
- To review the Medicare Incomplete Data Report
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Reconciliation and Documents Guide
- Reconciliation of Financial Transactions
- Importance of Financial Transaction Reconciliations
- Performing a Reconciliation
- Documentation
- Compensation Expenses (Payroll)
- Grants & Contracts Distinctions
- Responsibilities and Record Retention
- R/3 Documents
- R/3 Document Type List (FI)
- Other R/3 Documents (CO, PS)
- The Most Common Document Types In More Detail
- Displaying Documents via Report Drill Down
- Before drilling down on an item from a line item report
- To drill-down on a report line item
- The stages of drill-down on a report
- Displaying an R/3 (FI) Document – FB03
- To print a copy of a document (from Document Overview – Display screen)
- To view or print the extra text (note) for applicable documents
- Journal Entry (Type SA, ZJ, ZB, AB or ZZ)
- Key pieces of information
- To view details about a particular journal entry line item
- To view the extra text (audit documentation) if applicable
- To see header information about the entire accounting document
- To display any attached files (Word, Excel, etc.)
- To display an overview of the Workflow approvals from a posted document
- Vendor Invoice - Does NOT Reference PO (KN and YD)
- Key pieces of information
- To see if the document is the original or a supporting document
- To view header information for the entire document
- To see if a check or direct deposit was issued
- To view the scanned invoice attachment
- Invoice - References PO (RN, RE, KG, YM, ZN, ZS, ZC and ZU)
- Key pieces of information
- To see if the document is the original or a supporting document
- To see if a check or direct deposit was issued and view the payment information
- To view the scanned invoice attachment
- To view the referencing Purchase order for an Invoice line item
- Accounts Payable Check Request/Tution Grant (ZT and ZQ)
- Key pieces of information
- To see if a check was issued and display the payment information
- Research for Invoices/Check Payment
- To see if a check or direct deposit was issued and view the payment information
- To view the scanned invoice attachment
- Supplement for MAC users on AP Invoice images and various web browsers
- To see if an invoice has been paid using the Purchase Order number
- To see if an invoice has been paid using the vendor’s invoice number
- Travel Accounting: Employees & Students on Payroll (YT)
- Key pieces of information
- To see if a check was issued and display the payment information
- To view header information for the entire document from any screen
- Other Travel Payments (YU)
- Key pieces of information
- To see if a check was issued and display the payment information
- To view header information for the entire document
- Experimental Subject Payments (ZK)
- Key pieces of information
- To see if a check was issued and display the payment information
- To view header information for the entire document
- Purchase Order
- To display a Purchase Order (document number is known)
- To display a list of Purchase Orders (document number not known)
- To display a Purchase Order from an Invoice document referencing a PO
- To display a Purchase Order from a Commitment on a report
- Key pieces of information for each line item
- To find who (in Procurement Services) created the Purchase Order
- To see the Purchase Order history (Goods Receipt or Invoice documents)
- To see the accounts charged, delivery location, and goods recipient
- To see the vendor address/phone information
- To view the referencing Purchase Requisition, if applicable
- Purchase Requisition
- To display a Purchase Requisition (document number is known)
- To display a list of Purchase Requisitions (document number not known)
- To display a Purchase Requisition from a referencing Purchase Order
- To display a Purchase Requisition from a Commitment on a report
- Key pieces of information
- To view the details of a line item, like the price per item
- To see if this line item is subject to release
- To find who (in a department) created the Purchase Requisition
- To see the accounts charged, delivery location, and goods recipient
- Material Document (WA and WE)
- Key pieces of information
- To view the detailed expenses by Cost Center
- Internal Orders (Work Orders)
- Internal Order Actual/Plan/Variance Report
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Biweekly Overtime Report (ZH409)
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Grants Management Guide for MyResearch Reports
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Grants Management Guide for ARRA Reporting Tools
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Advanced Requisition Processing
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Asset Management Reporting Guide
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Hospital and Health System R/3 Reporting Guide
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University Reporting-Business Manager
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University Reporting-Non Restricted
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University Reporting-Sponsored Projects
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Advanced Reporting Functions
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