Review your open requisitions to prepare for the year-end close. Each buyer is responsible to make sure that their agency's requisitions are properly completed by the fiscal year-end. SWIFT Support staff will no longer review requisitions or contact buyers about their requisitions for fiscal year-end. SWIFT Support staff will close requisitions with pre-encumbrance balances as of July 1, 2023.
If your agency has requisitions using non-continuing funds that you will not award by June 30, cancel them or change the funding to reflect the new budget year. If your agency has requisition lines tied to a pending event in the Sourcing module, you must first cancel the event or close the event line before you can close or change the requisition line.
To locate requisitions with pre-encumbrance balances, buyers should run the Encumbrance Certification Report.
Navigate to the Encumbrance Certification Report: NavBar Navigator, SWIFT, Purchasing, Reports, Encumbrance Certification Rpt. Enter a Run Control ID and then enter your Report Request Parameters to run the report in SWIFT.
SWIFT Training Team announces three new training guides.
Introduction to SWIFT Navigation User Guide
This comprehensive guide covers helpful topics such as an overview of the state budget process, soft and hard close, important dates, chartfields, navigating SWIFT, SWIFT modules, SWIFT Help, and more.
Overview of SWIFT Reporting User Guide
This guide provides an overview of looking up and finding information in SWIFT. Learn more about the inquiries, queries and reports available to you with demonstrated examples. Understand the associated tools to help you run requests and locate the information.
Introduction to the EPM Data Warehouse for SWIFT Data User Guide
The Enterprise Performance Management (EPM) Data Warehouse is a reporting platform for the State of Minnesota. Staff with assigned permissions and roles can use it to gather, analyze, present and save data using canned reports for SWIFT data. This guide describes navigation, security, key terms, and using the Analysis Editor.
Check them out!
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 EPM Data Warehouse/SWIFT |
6/7/23; 8/9/23 |
|
INTRO |
Introduction to SWIFT Navigation webinar |
6/8/23; 7/20/23 |
|
INTRO |
Overview of SWIFT Reporting webinar |
6/8/23; 7/12/23; 8/3/2023 |
|
INTRO |
Introduction to SWIFT eLearning |
Anytime |
|
AP |
SWIFT Create Vouchers Overview in Accounts Payable webinar |
6/1/23 |
|
AR |
SWIFT Accounts Receivable Direct Journal Deposits webinar |
8/8/23 |
|
AR |
SWIFT Accounts Receivable Apply Payments to Invoices webinar |
8/9/23 |
|
AR |
SWIFT Accounts Receivable Maintenance Worksheets webinar |
8/10/23
|
|
BI |
SWIFT Billing Part 1 webinar |
7/26/23 |
|
BI |
SWIFT Billing Part 2 webinar |
7/27/23 |
|
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab |
7/6/23; 9/7/23 |
|
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
7/11/23; 10/4/23 |
|
EPM |
Create and Save an All Receipts Report in EPM lab |
7/13/23 |
|
EPM |
SWIFT EPM Create and Save a New Analysis lab |
6/14/23 |
|
EPM |
SWIFT EPM Create and Save the Manager's Financial Report lab |
7/20/23
|
|
EPM |
Understand the SWIFT Data in the EPM Data Warehouse webinar |
7/13/23; 10/4/23 |
|
EPM |
Use SWIFT Standard Reports in EPM lab |
7/18/23; 9/13/23 |
|
KK |
SWIFT Budget Journal Administration webinar |
6/22/23 |
|
PO |
SWIFT Cancel and Close Purchase Orders webinar |
6/13/23 |
|
PO |
SWIFT Cancel Requisitions webinar
|
6/13/23 |
|
PO |
SWIFT Create Purchase Orders webinar |
6/6/23 |
|
SS |
Strategic Sourcing Part 1: Create, Post, and Approve Events |
6/14/23; 8/29/23 |
|
SS |
Strategic Sourcing Part 2: Analyze and Award Events |
6/14/23; 8/29/23 |
|
SS |
SWIFT Strategic Sourcing eLearning |
Anytime |
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.
The SWIFT Update is sent to everyone on the SWIFT Update subscription list. To subscribe or unsubscribe to this newsletter, use the links below.
