Asset Management Training Coming Soon
New to Asset Management or want to learn more? Join us for two SWIFT webinars, Asset Management Overview and Asset Management Advanced. The SWIFT Training Team and SWIFT Module Support have teamed up to create these two sessions coming to you June 26 and 27.
SWIFT Asset Management Overview, June 26, 2024, 9:00 A.M. - 10:30 A.M. This webinar provides an overview of the Asset Management module. You will gain an overview of the Asset Lifecycle and learn about types of assets, including capital, sensitive, non-ACFR and ACFR assets. AM Category codes, profiles and asset integration will also be covered.
SWIFT Asset Management Advanced, June 27, 2024, 9:00 A.M. - 10:30A.M. This webinar provides an in-depth review of the Asset Management module, including purchasing, receipting, reviewing, fixing, adjusting quantities and funding distribution.
You will receive a Teams Invite before the webinars. If you need reasonable accommodations for SWIFT training, please set them up with your agency prior to the training.
Statewide Accounts Payable Workgroup Meeting
The next statewide accounts payable meeting is tentatively planned for Thursday, June 20th from 2:00 to 3:30 PM through Teams. AP Staff from all agencies are encouraged to attend to ask questions, share ideas and exchange information. Meetings are held quarterly and hosted by DNR. Watch for a meeting invite sometime in May for the June meeting. Topics generally include agency requested discussion items and SWIFT updates from MMB. It’s a great place to share information among state agencies, connect with other AP resources, and learn about important dates or system updates.
DNR also manages an email distribution list and a Teams channel for the workgroup. The Teams channel is intended for those who either supervise AP staff or for staff who make payments in the Accounts Payable module. It is a quick way to get answers and advice. To add your name to the email distribution list and the Teams channel for this workgroup, email Toni Golden at DNR.
Review Purchase Orders for PO Close
In preparation for the year-end close, agencies can start reviewing their purchase orders now. There are several ways to cancel or close purchase orders depending on how it was created and how it was used. Consider attending a Cancel and Close Purchase Order webinar.
Here are some quick reference guides to help you.
You can also view a summary in the Cancel and Close Purchase Orders training video.
Reminder: Purchase Order Close the Weekend of May 17
As part of the year end clean-up activities, the PO Recon (PO Close) job is scheduled to run the weekend of May 17. The PO Reconciliation Job closes purchase orders that have been fully matched by setting the Status to “Complete” See the SWIFT Procurement Year End Processing Tips for additional information.
The PO Close job will run three additional times this year to assist in closing documents: June 28, July 26, and the hard close weekend of August 16.
Remember, you can prevent the PO Reconciliation Job from closing a purchase order by clicking the “Hold From Further Processing” checkbox on the purchase order header. You can use this checkbox if you plan on increasing the purchase order at a later date.
Use CRO for Orders with MSC Industrial Supply Co.
Due to an error in the Punchout process with MSC Industrial Supply Co., on Contract Release T-572(5), please use a CRO when placing orders until further notice. MNIT is working with the vendor to get the issue resolved as quickly as possible.
This error only impacts MSC Industrial Supply Co. Agencies should continue to use the Punchout process for other vendors.
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/eLEARNING
|
DATES |
|
INTRO |
Introduction to SWIFT Navigation webinar |
6/5/24 |
|
INTRO |
Introduction to SWIFT eLearning |
Anytime |
|
INTRO |
Overview of SWIFT Reporting |
6/6/24; 7/2/24 |
|
AM |
SWIFT Asset Management Overview |
6/26/2024 |
|
AM |
SWIFT Asset Management Advanced |
6/27/2024 |
|
AP |
SWIFT Create Vouchers Overview in Accounts Payable webinar |
5/21/24 |
|
AR |
SWIFT Accounts Receivable Part A: Direct Journal Deposits |
6/25/24 |
|
AR |
SWIFT Accounts Receivable Part B: Customer Maintenance
|
6/26/24 |
|
AR |
SWIFT Accounts Receivable Part C: Customer Maintenance
|
6/26/24 |
|
BI |
SWIFT Billing Part 1 |
6/18/24 |
|
BI |
SWIFT Billing Part 2 |
6/20/24 |
|
KK |
SWIFT Budget Journal Administration
|
6/13/24 |
|
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab
|
6/4/24 |
|
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
5/23/24 |
|
EPM |
Introduction to the EPM Data Warehouse for SWIFT |
6/18/24 |
|
EPM |
SWIFT EPM the All Receipts Report |
5/22/24 |
|
EPM |
SWIFT EPM Manager's Financial Report |
5/23/24 |
|
EPM |
SWIFT EPM Formatting Your Report |
5/9/24; 7/11/24 |
|
EPM |
SWIFT EPM a New Analysis Lab |
5/16/24 |
|
EPM |
Use SWIFT Standard Reports in EPM lab |
6/4/24 |
|
EPM |
Understand the SWIFT Data in the EPM Data Warehouse webinar |
6/6/24 |
|
PO |
SWIFT Cancel and Close Purchase Orders webinar
|
5/21/24 |
|
PO |
SWIFT Cancel and Close Purchase Orders webinar |
5/21/24; 6/11/24 |
|
PO |
SWIFT Create Purchase Orders Overview webinar |
5/16/24 |
|
SC |
SWIFT Create a Supplier Contract Shell webinar |
7/18/24 |
|
SC |
SWIFT Import and Process Contract Document Electronically webinar
|
7/18/24 |
|
SS |
SWIFT Strategic Sourcing Part 1: Create, Post, and Approve Events webinar |
11/14/24 |
|
SS |
SWIFT Strategic Sourcing Part 2: Analyze and Award Events webinar |
11/14/24 |
|
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:
Additional assistance can be found on the SWIFT Training Guides and Resources page.
