Agencies no longer need to send requests for Workforce and Equal Pay Certificate exemptions for grant contracts to the Department of Human Rights. Changes have been made to the GRK (Grant Contract) contract doc type which will make grants automatically exempt from these requirements in SWIFT. Agencies must use the GRK contract doc type with a KEO (Contract Encumbering Order) purchase order for grants.
How to Distinguish Customers and Suppliers
Customers and Suppliers.These terms refer to entities such as individuals or organizations that do business with the State of Minnesota. An entity can be both a supplier and a customer. In SWIFT, customers and suppliers are setup and maintained separately.
Customers. Customers are entities that purchase goods and services from State agencies. In SWIFT, external customers are generally set up at the Set ID level and maintained separately by each agency. In some instances, Set IDs within an agency can share customers if requested when creating a new Business Unit. Interagency customers are set up centrally by SWIFT Module Support. SWIFT stores customer information in both the Accounts Receivable and Billing modules. If a customer has billing questions, refer them to the invoicing agency.
Suppliers. Generally, suppliers are entities that provide goods and services to the State of Minnesota, but also includes anyone who receives payments from the State. Suppliers are shared across all State agencies under the “Share” Set ID. Suppliers who provide goods and services, can view their purchase orders and payments through the Supplier Portal. They can request to update banking information, addresses, and contacts. The Supplier Support team approves registration and change requests. SWIFT stores supplier information in the Supplier module. Direct any questions from suppliers to the SWIFT Vendor Resources on Minnesota Management and Budget’s website.
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 |
10/15/24 |
|
INTRO |
Introduction to SWIFT eLearning |
Anytime |
|
INTRO |
Overview of SWIFT Reporting webinar
|
10/10/24; 11/7/24; 12/12/24 |
|
AR |
SWIFT Accounts Receivable Part A: Direct Journal Deposits webinar |
9/17/24 |
|
AR |
SWIFT Accounts Receivable Part B: Apply Payments to Invoices webinar |
9/18/24 |
|
AR |
SWIFT Accounts Receivable Part C: Maintenance Worksheets |
9/19/24 |
|
AP |
SWIFT Create Vouchers Overview in Accounts Payable webinar |
11/5/24 |
|
BI |
SWIFT Billing Part 1 webinar |
11/13/24 |
|
BI |
SWIFT Billing Part 2 webinar |
11/14/24 |
|
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab |
1/16/25 |
|
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
10/3/24 |
|
EPM |
Create a SWIFT All Receipts Report in EPM lab |
10/16/24 |
|
EPM |
Introduction to the EPM Data Warehouse for SWIFT webinar |
10/22/24 |
|
EPM |
SWIFT EPM Create and Save a New Analysis lab |
10/9/24 |
|
EPM |
SWIFT EPM Formatting Your Report lab |
09/24/24 |
|
EPM |
SWIFT EPM Manager's Financial Report |
10/30/24 |
|
EPM |
Use SWIFT Standard Reports in EPM lab |
1/16/25 |
|
EPM |
Understand the SWIFT Data in the EPM Data Warehouse webinar |
12/3/24 |
|
KK |
SWIFT Budget Journal Administration webinar
|
10/23/24 |
|
PO |
SWIFT Create Purchase Orders Overview webinar |
10/1/24 |
|
SC |
SWIFT Create a Supplier Contract Shell webinar
|
1/7/25 |
|
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.
