Training Courses


All registration for courses will take place in the Learning Resource Network (LRN). To register for a course, please click on the Course Name in the table below. The link will redirect you to the LRN. If the Availability says All End-users, then all end-users will be able to register for a course. If the Availability says Core End-users, then only individuals who have been identified to take a specific course can register for that course.

If you encounter issues with registration or with a web-based training course, please see our Course FAQ page on the website. If you cannot find an answer to your question, please email us at simba@psu.edu.

SIMBA Support and Reference Materials are available on our Resources page. Resources currently include simulations which offer a demo and practice mode, an IBIS-SIMBA Terminology Crosswalk, glossaries, and much more. Keep checking back because new items are continually added.

ALERT: Links to the course recordings are now available for Virtual Instructor-led courses. Click the link on the table below to be directed to the recording in the LRN. The course PowerPoint and Exercise Guide can be found within the course recording link in the LRN. 

Overview Courses |SAP Concur CoursesWeb-based Courses | Virtual Instructor-led Courses| Post Go-live Courses

Overview Courses: Web-based 


These courses are available to all end-users at the University.

Course Number Course Name Duration Prerequisites Course Type Course Description
SIM102 SAP Overview & Navigation 30 minutes N/A Web-based This introductory course to SIMBA includes key topics such as basic SAP terminology and navigating the Fiori launchpad.
SIM105 Reporting Overview 30 minutes SIM102 Web-based This introductory SIMBA Reporting course includes key topics such as terminology, reporting tools, basic reporting features, and advanced reporting features. Learners will learn the two basic SAP Reporting Tools: Embedded Analytics and WEBI reports.
FIN101 Finance Overview 30 minutes SIM102 Web-based This introductory SIMBA Finance course includes key topics such as terminology, an overview of the financial organizational structure in SIMBA, chart of accounts master data, and integration points between Finance, Controlling, Funds Management, and Grants Management.
GM101 Grants Overview 30 minutes SIM102
FIN101
Web-based This introductory SIMBA Grants course includes key topics such as terminology, the grant process at Penn State, master data associated with grants in SIMBA, the grant lifecycle, grant status, and grant reporting.
PRC101 Procurement Overview 30 minutes SIM102 Web-based This introductory SIMBA Procurement course includes key topics such as the end-to-end procurement process, accessing Shop OnLion, and shopping cart settings.

SAP Concur Courses


These courses are available to all end-users at the University.

New training sessions have been added for SAP Concur Travel Expense Training. This training is for both new users to the system and experienced users as a refresher.

The instructor will demo a step-by-step creation of the first report:  creating a Travel Expense report, adding PCARD transactions and out-of-pocket expenses, and completing allocation.  There will be pauses during the demo for questions or explanations as needed.  After the demo, attendees will use the hand-out of self-guided exercises to complete additional reports at their own pace.  The instructor will be available throughout the session to provide assistance as needed or to respond to any questions.

Course Name Duration Prerequisites Course Type Course Description
SAP Concur Travel Expense 2 hours Suggested: SIMBA 101 – Financial Concepts Module Virtual Instructor-led The New user session:  intended for users who are new to the SAP Concur application for travel expense reports. The instructor will walk participants thru creating the first report and then attendees will continue with self-guided exercises to complete two additional reports. Instructor will be available throughout the session for any questions.

The Experienced user session:  intended for users who have been using the SAP Concur system to prepare reports for travel expenses or group meals. The instructor will demo the changes in the travel expense process followed by a Q&A.  Attendees will continue with self-guided exercises to complete three travel expense reports. Instructor will be available throughout the session for any questions.

Please contact Dawn Haines with any questions or concerns.

SAP Concur Goods and Services 2 hours Suggested: SIMBA 101 – Financial Concepts Module Virtual Instructor-led This training is intended for everyone. The instructor will walk participants thru the first report and then attendees will continue with self-guided exercises to complete two additional reports. Instructor will be available throughout the session for any questions.

Please contact Dawn Haines with any questions or concerns.

Web-based Courses


These courses are available to Document Approvers, Labor Distribution Plan Approvers, Shoppers at the University, and those processing Goods Receipts.

Course Number Course Name Duration Prerequisites Course Description
SIM110 Document Approvals 30 minutes SIM102 This course provides participants with an understanding of the document approval process through the introduction of related terms ‎and concepts. This course differentiates financial documents and Shop OnLion documents.
PRC120 Occasional Shopper Shopping Cart Creation 1 hour SIM102
PRC101
This course provides Occasional Shoppers an understanding of ‎Occasional Shopping process for the transactions in scope for their role. This course offers simulation viewing of shopping cart activities. Topics include creating shopping carts from catalog items and contracts as well as creating shopping carts using the free text method.
PRC125 Frequent Shopper Shopping Cart Creation 1 hour SIM102
PRC101
This course provides Frequent Shoppers an understanding of the ‎Frequent Shopping process for the transactions in scope for their role. This course offers simulation viewing of shopping cart activities. Topics include creating shopping carts from catalog items and contracts as well as creating shopping carts using the free text method.
PRC155 Central Goods Receipt 30 minutes SIM102
PRC101
This course provides participants with an understanding of the receiving process through the introduction of related terms and concepts.
PRC160 Shopper Recipient / Goods Receipt 30 minutes SIM102
PRC101
This course provides participants with an understanding of the receiving and goods receipt process through the introduction of related terms and concepts.
LD110 Approvals: Labor Distribution 30 minutes SIM102 This course provides Labor Distribution Approvers with an understanding of the required activities surrounding the Labor Distribution plan approval process.

Virtual Instructor-led Courses


These courses are available to departmental core end-users who have received a personalized Training Plan. If the Course Name is listed as N/A, or “Not Applicable” on your Training Plan, you will not be able to register for it as it is not required on your Training Plan as an applicable course for you to take. Space is limited in the Virtual Instructor-led training; however, everyone may access the Web-based training overviews and other resources.

ALERT: Registration is closed for VILT courses. Links to the VILT course recordings are now available. Click the link on the table below to be directed to the recording in the LRN. The course PowerPoint and Exercise Guide can be found within the course recording link in the LRN. 

Course Number Course Name Duration Prerequisites Course Description Course References
FIN105 Departmental User I 12.5 hours SIM102
FIN101
SIM105
This course provides overviews of the organizational structure, financial terms, master data, daily transactions, funds management, budgeting, and reporting.

Departmental User I – Part A Recording
Departmental User I – Part B Recording

FIN110 Departmental User II 6 hours SIM102
FIN101
SIM105
This course will provide instruction on displaying customer master records, creating invoices and Internal Service Requests (ISRs), corrective actions, cash journals, and report execution. Departmental User II Recording
GM130 Grants Management 12.5 hours SIM102
FIN101
GM101
SIM105
This course provides participants with the tools to perform Grants Management transactions. Grants Management Recording
LD105 LD Planner: Labor Distribution 2 hours SIM102
FIN101
SIM105
This course provides information on how to plan Labor Distribution for Graduate Appointments, Faculty, and Staff. LD Planner: Labor Distribution Recording

These courses are available to central core end-users who have received a personalized Training Plan. If the Course Name is listed as N/A, or “Not Applicable” on your Training Plan, you will not be able to register for it as it is not required on your Training Plan as an applicable course for you to take. Space is limited in the Virtual Instructor-led training; however, everyone may access the Web-based training overviews and other resources.

 

Course Number Course Name Duration Prerequisites Course Description Course References
FIN120 Accounting Operations: General Ledger 8 hours SIM102
FIN101
SIM105
This class will provide participants with the tools to perform General Ledgertransactional processing. Accounting Operations General Ledger Recording
FIN125 Operations Accounts Receivable 8 hours SIM102
FIN101
SIM105
This course will provide instruction on creating and displaying customer master records, creating invoices, posting manual payments and down payments, dunning customers, and report execution. Operations Accounts Receivable Recording
FIN130 Asset Accounting 8 hours SIM102
PRC101
SIM105
This course provides instructions on managing assets from acquisition to retirement. Asset Accounting Recording
AP105 PO Related A/P Invoices 7.5 hours SIM102
PRC101
SIM105
This course provides information on PO invoice processing and Shop OnLion simulations. PO Related A/P Invoices Recording
AP110 Operations A/P Payment Processing 7.5 hours SIM102
PRC101
SIM105
This course provides instructions on processing payments Operations A/P Payment Processing Recording
AP115 Non-PO A/P Invoice Processing 7.5 hours SIM102
FIN101
SIM105
This course provides information on non-PO invoice processing and invoice Processing simulations. Non-PO A/P Invoice Processing Recording
FIN140 Banking 10 hours SIM102
FIN101
SIM105
This course provides instructions on managing bank master data, executing payments for various payment types and validating your cash position. Banking Recording
FIN145 Bank Reconciliation 5 hours SIM102
FIN101
SIM105
This course offers demonstrations and hands-on practice of the required activities including banking master data, process items in the electronic bank statement (EBS), research uncleared items and view reports. Bank Reconciliation Recording
FIN150 Debt Management 8 hours SIM102
FIN101
SIM105
FIN140
This course provides instructions on managing debt related master data, debt issuance, debt payments, validating your cash position, and reporting. Debt Management Recording
FIN155 Investment Management 5 hours SIM102
FIN101
SIM105
This course provides instructions on managing investment related master data, processes for long-term investment pools, non-endowed funding, and money market funds. Also presented are investment payments, validating your cash position, and reporting. Investment Management Recording
GM105 ARL Contracts and Grants Administration 10 hours SIM102
FIN101
GM101
SIM105
This course is intended to give the participants an understanding of ARL Project Systems & processes within SAP. ARL Contracts and Grants Administration Recording
GM110 Research Accounting 12.5 hours SIM102
FIN101
GM101
SIM105
This course provides participants with the tools to perform Research Accounting operations. Research Accounting Recording
PRC145 Operational Purchasing 9 hours SIM102
PRC101
PRC125
This course provides learners with an understanding of the ‎Central Procurement processes. This course offers demonstrations and hands-on practice ‎of the required activities. Topics include: Sourcing Shopping Carts, Creating Purchase Orders, Changing/Canceling POs, and Approvals for Shopping Carts/POs. Operational Purchasing Recording
PRC150 Strategic Purchasing 8 hours SIM102
PRC101
PRC125
PRC145
This course provides learners with an understanding of the ‎Strategic Purchasing process through the introduction of related terms ‎and concepts. This course offers demonstrations and hands-on practice ‎of the required activities in Strategic Purchasing.‎ Topics include: Creating, editing and distributing contracts, Managing the bidding (RFx) process, Managing the live auctions process, and Approval process for contracts and bids. Strategic Purchasing Recording
LD107 ARL LD Planner: Labor Distribution 2 hours SIM102
FIN101
SIM105
This course provides information on how to review Labor Distributions for ARL employees. ARL LD Planner: Labor Distribution Recording

Post Go-live Courses – Registration Coming Soon


The availability for these courses is listed in the table below.

Course Number Course Name Availability Duration Prerequisites Course Type Course Description
FIN133 Asset Custodian Core End-users 2 hours SIM102
SIM105
PRC101
Post Go-live VILT This course provides instructions on running various asset reports ranging from asset master displays, asset transactions, and month-end asset reporting.
FIN135 FO General Class Core End-users 8 hours SIM102
PRC101
SIM105
Post Go-live VILT This course will provide instruction on the differences between cash and accrual accounting, accruals and reversing accruals, entering memberships and agreements, the accounts receivable invoice process, asset purchases, grants management invoicing and revenue recognition, and various reports.
GM145 Grants Analysis All End-users 2 hours SIM102
SIM105
GM105
Post Go-live VILT This course provides instructions on running various grant reports ranging from enhanced grant master data indexes to various transactional grant reports.
LD115 Effort Certification All End-users 30 minutes SIM102 Post Go-live WBT This course provides Effort Certification Approvers with an understanding of the required activities surrounding the Effort Certification report approval process.