SWIFT Update April 7, 2022
MMB is hiring for the Vendor Payments Team
Minnesota Management and Budget (MMB) is hiring two positions for the Vendor Payments team.
Vendor Payment Tax Accountant (permanent). This position serves as a tax accountant for non-payroll related taxes and provides tax expertise on tax withholding and reporting responsibilities.
Vendor Support Finance Specialist 1 (temporary). This position supports the daily vendor payment function by notifying the Vendor Payments team, the printing center, central mail, and other state agencies of the daily payments, issues, and other correspondence.
Please share these position openings with colleagues and friends who may be interested.
Help Desk Hot Topic: Freight on a Purchase Order
Help Desk Hot Topics feature Frequently Asked Questions (FAQs) answered by the SWIFT Help Desk. Use these as a friendly reminder of a process or as an opportunity to learn something new!
Question: How can I add freight charges to a purchase order?
Answer: There are two places where you need to record freight or other miscellaneous charges on a purchase order.
Header Miscellaneous Charges page that you access from the Go To Drop Down menu located at the bottom, right side of the purchase order.
- Freight tab on the Schedules page.
You will need to enter the correct freight terms and codes. You will also need to allocate the amounts to the selected purchase order lines.
For the details about the requirements and steps for both places, refer to the Add Freight and Miscellaneous Charges to a Purchase Order reference guide.
SWIFT Training
The SWIFT Training team offers online training through webinars, training guides, video tutorials, eLearning, and one-on-one sessions.
- Webinars/Labs: Enroll in online training for SWIFT and the EPM Data Warehouse on Enterprise Learning Management (ELM). See Upcoming SWIFT Training below. Webinars and labs run for 60 to 120 minutes. They include live demos of SWIFT and EPM Data Warehouse processes. SWIFT training options are webinars. Some of the EPM training are labs so that you can follow along and create and save your own reports or My Dashboard.
- SWIFT Training Guides and Video Tutorials: Find quick reference guides and a user guide on our Training Guides page and video tutorials on our Training Videos page.
- EPM Data Warehouse Training: Locate quick reference guides on our EPM Warehouse Training page. Topics include the most common EPM Data Warehouse processes and SWIFT reports.
- eLearning: Complete self-paced training in ELM. After learning the material at your own pace and passing the quiz, you’ll receive a Certificate of Completion. Currently, Introduction to SWIFT eLearning is available.
- One-On-One Sessions: Still feeling stuck? Request a one-on-one training session by emailing us at SWIFTHelpDesk@state.mn.us.
Upcoming SWIFT Webinars
To enroll in a SWIFT webinar or eLearning class, sign in to Self Service or the Administrative Portal and select the Learning Management tile.
- On the Find Learning tile, enter “SWIFT” in the search field, and press the Search button.
- From the Search Results, select the webinar you would like to take.
- Press the Enroll button, and check your email later for an invitation with instructions on how to attend the webinar.
|
Module |
Webinars/eLearning |
Date |
Time |
|
INTRO |
Introduction to SWIFT eLearning |
Anytime |
Self-Paced Class |
|
SS |
Strategic Sourcing eLearning |
Anytime |
Self-Paced Class |
|
EPM |
Create and Save the All Receipts Report lab |
Apr. 06, 2022 |
9:00 a.m. - 10:15 a.m. |
|
EPM |
Create an All Expenditures SWIFT Report lab |
Apr. 07, 2022 |
9:00 a.m. - 10:30 a.m. |
|
PO |
Overview of Purchase Orders webinar |
Apr. 12, 2022 |
9:00 a.m. - 10:30 a.m. |
|
EPM |
Create and Save the Manager's Financial Report lab |
Apr. 13, 2022 |
9:00 a.m. - 10:15 a.m. |
|
PO |
Close and Cancel Purchase Orders webinar |
Apr. 14, 2022 |
10:00 a.m. - 11:30 a.m. |
|
EPM |
Use Standard SWIFT Reports in EPM lab |
Apr. 19, 2022 |
9:00 a.m. - 10:30 a.m. |
|
BI |
Billing Part 1 webinar |
Apr. 20, 2022 |
9:00 a.m. - 10:30 a.m. |
|
BI |
Billing Part 2 webinar |
Apr. 21, 2022 |
9:00 a.m. - 10:30 a.m. |
|
EPM |
Understand the SWIFT Data in the EPM Data webinar |
Apr. 26, 2022 |
9:00 a.m. - 10:30 a.m. |
|
EPM |
Create and Save a New Analysis lab |
Apr. 27, 2022 |
9:00 a.m. - 10:15 a.m. |
|
KK |
Budget Journal Administration webinar |
Apr. 28, 2022 |
9:00 a.m. - 11:00 a.m. |
|
AR |
Create, Correct and Verify Direct Journal Deposits webinar |
May 10, 2022 |
9:00 a.m. - 10:30 a.m. |
|
AP |
Create Vouchers Overview in Accounts Payable webinar |
May 10, 2022 |
9:00 a.m. - 10:30 a.m. |
|
AR |
Enter Deposits and Apply Payments for SWIFT Invoices webinar |
May 11, 2022 |
9:00 a.m. - 10:30 a.m. |
|
AR |
Use Maintenance Worksheets to Manage Customer Accounts webinar |
May 12, 2022 |
9:00 a.m. - 10:30 a.m. |
|
EPM |
Introduction to the EPM Data Warehouse for SWIFT Reports webinar |
May 17, 2022 |
9:00 a.m. - 10:30 a.m. |
|
SC |
Create Contract Shell webinar |
June 14, 2022 |
9:00 a.m. - 10:00 a.m. |
|
EPM |
Build a My Dashboard for SWIFT Reports lab |
June 22, 2022 |
9:00 a.m. - 10:30 a.m. |
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 page.