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SWIFT Update January 9, 2025

Welcome to the SWIFT Update

Some of you are receiving this bulletin for the first time. In the SWIFT Update, you find timely information from Minnesota Management and Budget (MMB), the Office of State Procurement (OSP) at the Department of Administration, and MNIT Services related to SWIFT, the EPM Data Warehouse, and the Administrative Portal.

Benefits of the SWIFT Update:

  • Receive timely notices regarding system changes, outages, and upgrades, including updates to the SWIFT financial and procurement modules.
  • Stay up to date on State policies, processes, and procedures as they relate to SWIFT.
  • Stay informed on all State communication regarding Procurement and Accounting.
  • Receive tips and tricks for using SWIFT.
  • Learn about upcoming, no-cost SWIFT training opportunities. 
  • Access direct links to resources and references. For example, SWIFT Training and Support Resources.

Questions about SWIFT, including the SWIFT Update? Contact the SWIFT Help Desk. Email: swifthelpdesk.mmb@state.mn.us Phone: 651-201-8100, option 2.


Catalog Punchout Requisition Training Coming Soon

New to the EProcurement module or want to learn more? Sign up for a Create a Catalog Punchout Requisition webinar. 

  • January 30, 2025, from 9:00 a.m. to 10:30 a.m.
  • March 26, 2025, from 9:00 a.m. to 10:30 a.m.

This SWIFT webinar provides a demonstration of the EProcurement module for creating and processing a Catalog Punchout Requisition (CTR). It covers purchase order processing and creating a CTR with multiple distributions. Participants can ask questions about this process.

Register for these webinars in the Learning Management. You will receive a Teams invitation a few days before the webinar. If you need reasonable accommodations for SWIFT training, please set them up with your agency prior to the training.


Getting Help for SWIFT

Need Help? We encourage you to refer to our many SWIFT Training materials including Quick Reference Guides (QRGs) and Training Videos. The SWIFT Training team is actively updating and creating new materials for SWIFT users.

We also understand that live help is often the most useful and immediate route to a solution. The SWIFT Help Desk responds to many questions, issues, and requests to help you get your work done in SWIFT. Whether you are experiencing a technical issue or need guidance on a SWIFT transaction, the SWIFT Help Desk is your main point of contact. Please do not contact SWIFT module leads or trainers directly. The SWIFT Help Desk ensures your matter is forwarded and escalated as needed. In addition, the SWIFT Help Desk documents each interaction, helping us identify larger system issues as well as identifying training and communication gaps.

You can contact the SWIFT Help Desk at:

Email: SWIFTHelpDesk.MMB@state.mn.us Phone: 651-201-8100, option 2 Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays).


2025 Agency Annual Schedule

The 2025 Agency Annual Schedule is now available on Minnesota Management Budget's Budget and Accounting Instructions webpage.

SWIFT and EPM Data Warehouse Training

The SWIFT Training team offers training through a variety of methods. There are SWIFT training guides and training videos, EPM training guides, webinars, labs, eLearning, and individual sessions (by request through the SWIFT Help Desk).

Find current SWIFT training in Learning Management. Enter "SWIFT" in the Find Learning text entry box.

MODULE

WEBINARS/LABS/eLearning
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted

DATES

INTRO

Introduction to SWIFT Navigation webinar

2/5/25

INTRO

Introduction to SWIFT eLearning

Anytime

INTRO

Overview of SWIFT Reporting webinar

1/15/25; 2/19/25, 3/19/25

AR

SWIFT Account Receivable Part A: Direct Journal Deposits webinar

4/8/25

AR

SWIFT Accounts Receivable Part B: Apply Payments to Invoices webinar

4/9/25

AR

SWIFT Accounts Receivable Part C: Maintenance Worksheets webinar

4/10/25

AP

SWIFT Create Vouchers Overview in Accounts Payable webinar

2/11/25

BI

SWIFT Billing Part 1 webinar

3/26/25

BI

SWIFT Billing Part 2 webinar

3/27/25

EPM

Build a My Dashboard for SWIFT Reports in EPM lab 

1/16/25

EPM

Create a SWIFT All Expenditures Report in EPM lab

2/4/25

EPM

Create a SWIFT All Receipts Report in EPM lab

2/27/25

EPM

Introduction to the EPM Data Warehouse for SWIFT webinar

2/13/25

EPM

SWIFT EPM Create and Save a New Analysis lab

3/5/25

EPM

SWIFT EPM Formatting Your Report lab

5/1/25

EPM

SWIFT EPM Manager's Financial Report lab

1/16/25

EPM

Use SWIFT Standard Reports in EPM lab

1/16/25

EPM

Understand the SWIFT Data in the EPM Data Warehouse webinar

3/4/25

EPro

SWIFT Create a Catalog Punchout Requisition webinar

1/30/25, 3/26/25

 

KK

SWIFT Budget Journal Administration webinar Part 1 webinar

2/12/25

KK

SWIFT Budget Journal Administration webinar Part 2 webinar

2/13/25

PO

SWIFT Create Purchase Orders Overview webinar

2/12/25

SC

SWIFT Create a Supplier Contract Shell webinar
Time: 9:00 a.m. - 10:00 a.m.

4/1/25

SS

SWIFT Strategic Sourcing Part 1: Create, Post, and Approve Events webinar

2/6/25

SS

SWIFT Strategic Sourcing Part 2: Analyze and Award Events webinar
Time: 1:00 p.m. - 2:30 p.m.

2/6/25

SS

SWIFT Strategic Sourcing eLearning

Anytime


SWIFT Help Desk

Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

Email: SWIFTHelpDesk.MMB@state.mn.us

Phone: 651-201-8100, option 2

Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)

When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:

  • Your Business Unit
  • Description of the issue/question
  • SWIFT Module (Accounts Payable, Purchase Orders, etc.)
  • Transaction ID (Voucher ID, PO ID, etc.)
  • Error message print screen
Additional assistance can be found on the SWIFT Training Guides and Resources page.
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