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SWIFT Update March 20, 2025

Little Time for SWIFT Training? Try Our Short Videos

Did you know that SWIFT Training team developed several short (less than 10 minute) videos to help you complete transactions in SWIFT? Watch videos at your convenience and just in time for completing a SWIFT transaction.

Here's a testimony from one of our users:

Since starting my current position at DPS, which includes a variety of accounting tasks I hadn’t done previously, I’ve relied on the SWIFT Training Videos. The videos are well-produced. They allow users to watch when schedules permit and to work at their own pace. Whether learning something new or confirming a process for a task done only once or twice a year, the SWIFT Training Videos are an invaluable tool. ~ Maureen McGough-Pose

Training videos are being updated and added regularly, and we welcome suggestions for new ones. Find them on our Training Videos webpage.


EPM Data Warehouse Hot Topic: SWIFT Security Roles

SWIFT Hot Topics feature Frequently Asked Questions (FAQs) answered by the SWIFT Training and Help Desk team. Use these as a friendly reminder of a process or as an opportunity to learn something new!

Q. What are my SWIFT security roles for the EPM Data Warehouse?

A. You need specific inquiry roles to access SWIFT data in the Financial Management System (FMS) and Supply Chain Management (PROC) subject areas. You can find out your roles in My Account when in the EPM Data Warehouse.

  1. In the global menu, in the upper right-hand corner, select the drop-down arrow next to your name.
  2. Select My Account from the drop-down menu.

My Account drop-down menu

  1. The My Account Window displays. Select the Applications Roles tab.

My account window

  1. View your approved inquiry roles.
  2. To return, select either the OK or Cancel button.

application roles

For more information about the inquiry roles required for SWIFT subject areas, view the Subject Areas for Financial and Supply Chain Management Quick Reference Guide.


Notice on New Local Taxes

The Minnesota Department of Revenue will be administering the following new/increase City sales and use taxes effective April 1, 2025:

The Minnesota Department of Revenue will be administering the following new County sales and use taxes effective April 1, 2025:

The sales and use tax rate changes apply to sales made on or after April 1, 2025. They will be in addition to all other taxes in effect. Local sales tax applies to retail sales made and taxable services provided within the local taxing area (county/city limits). The tax applies to the same items that are taxable under the Minnesota sales and use tax law.

Purchase orders entered in SWIFT on or after April 1, 2025, will calculate the new tax rates for each county/city. Existing purchase orders and/or their vouchers will need to be adjusted to pay the correct tax if delivery occurs after various dates. Please note that the dates will be different based on whether goods or construction materials are being delivered. Check the tax notice for the affected city for the correct dates.

For assistance in changing the sales tax on a purchase order, please consult the Update the Sales Tax Settings on an Existing Purchase Order quick reference guide. You can also view the Update Sales Tax on an Existing Purchase Order video.


SWIFT Module Training and EPM Data Warehouse Training

The SWIFT Training team offers training through a variety of methods at no cost to the employee. 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 4/8/25
INTRO Overview of SWIFT Reporting webinar 4/17/25, 5/15/25, 6/12/25, 7/17/25
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/ 4/2/25
BI SWIFT Billing Part 1 webinar 3/26/25, 6/25/25
BI SWIFT Billing Part 2 webinar 3/27/25, 6/26/25
EPM Create a SWIFT All Expenditures Report in EPM lab 5/6/25
EPM Create a SWIFT All Receipts Report in EPM lab 6/18/25
EPM Introduction to the EPM Data Warehouse for SWIFT webinar 4/9/25
EPM SWIFT EPM Create and Save a New Analysis lab 6/5/25
EPM SWIFT EPM Formatting Your Report lab 5/22/25
EPM SWIFT EPM Manager's Financial Report lab 4/16/25
EPM Use SWIFT Standard Reports in EPM lab 4/16/25
EPM
Understand the SWIFT Data in the EPM Data Warehouse webinar 4/15/25
EPro
SWIFT Create a Catalog Punchout Requisition webinar 3/26/25; 4/17/25
KK SWIFT Budget Journal Administration webinar Part 1 webinar
5/7/25
KK SWIFT Budget Journal Administration webinar Part 2 webinar 5/8/25
PO SWIFT Create Purchase Orders Overview webinar 4/3/25
SC SWIFT Create a Supplier Contract Shell webinar
Time: 9:00 a.m. - 10:00 a.m.
4/1/25
SS SWIFT Strategic Sourcing 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.


SWIFT Update Newsletter

The SWIFT Update is sent to everyone on the SWIFT Update subscription list. To subscribe or unsubscribe to this newsletter, use the links below.

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