|
Sept. 25, 2025
For users of SWIFT Accounting and Procurement modules and those who use SWIFT data in the EPM Data Warehouse.
Contents
|
|
|
With the PeopleSoft Image Upgrade, the Copy From Contract option was removed from the Contract Shell in the Supplier Contract module. With each system upgrade, this feature became less compatible with our heavily customized software, and continued to cause downstream issues when processing documents.
|
|
|
SWIFT Training Team announces a new training guide for the EPM Data Warehouse, Format Your Report.
In this guide, we show you how to apply cosmetic changes in an analysis. A wide variety of techniques are demonstrated, such as adding color, changing fonts, customizing labels, and applying conditional formatting.
|
|
|
Manually running multiple processes in SWIFT can create Process Instance issues. Commonly run manual processes include Single Action Invoice (SAIP) and ARUpdate. To avoid these issues, we are asking users to do the following:
- Users manually run SAIP. SAIP is a large job that combines many processes across several modules in SWIFT. There are instances where users must rerun an invoice through SAIP, for example, after correcting a budget check error. Before you run an invoice through SAIP a 2nd or 3rd time, we ask that you research the invoice thoroughly to ensure that rerunning SAIP is necessary.
- ARUpdate is automatically scheduled to run in a batches five times throughout each business day. We ask that users with permissions to run ARUpdate manually refrain from doing so unless necessary. Please allow your Accounts Receivable transactions to be picked up in the automated batch process.
- Users should avoid canceling their process requests. Canceling a process instance can cause ARUpdate to fail processing manual and automatic batch runs.
We appreciate your cooperation and apologize for any inconvenience. If you have questions or experience issues, please contact the SWIFT Help Desk by email or phone at 651-201-8100, option 2.
|
|
|
Minnesota Management and Budget (MMB) requires all state agencies to review the security roles assigned to their employees in statewide systems, including SWIFT, SEMA4, ELM, and the EPM Data Warehouse. An agency’s assigned security administrator coordinates the annual security review process and ensures proper signatures are collected on the verification form. All changes to security roles due to the review process as well as signed verifications are due Friday, September 30, 2025.
|
|
Module
|
SWIFT Webinars & eLearning
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted
|
DATES
|
|
Intro
|
Introduction to SWIFT Navigation webinar
|
10/7/25
|
|
Intro
|
Introduction to SWIFT Navigation eLearning
|
Anytime
|
|
Intro
|
Overview of SWIFT Reporting
|
10/9/25; 11/13/25
|
|
AP
|
SWIFT Create Vouchers webinar
|
10/16/25
|
|
AR
|
SWIFT Accounts Receivable Part A: Direct Journal Deposits webinar
|
10/28/25
|
|
AR
|
SWIFT Accounts Receivable Part B: Apply Payments to Invoices
|
10/29/25
|
|
AR
|
SWIFT Accounts Receivable Part C: Maintenance Worksheets webinar
|
10/30/25
|
|
EPro
|
SWIFT Create a Punchout Requisition webinar
|
10/2/25
|
|
SS
|
SWIFT Strategic Sourcing eLearning
|
Anytime
|
|
SS
|
SWIFT Create, Post Approve Events webinar
Note: Completion of the Introduction to SWIFT Navigation is required.
|
10/9/25
|
|
SS
|
SWIFT Strategic Sourcing Part 2: Analyze, Award Events webinar
Note: Completion of the Introduction to SWIFT Navigation is required.
Time is 1:00 to 2:30 P.M.
|
10/9/25
|
|
|
Module
|
EPM Data Warehouse Labs for SWIFT Data
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted
|
DATES
|
|
EPM
|
Introduction to the EPM Data Warehouse for SWIFT webinar
|
10/7/25
|
|
EPM
|
Create a SWIFT All Expenditures Report in EPM lab
|
10/1/25
|
|
EPM
|
SWIFT EPM Create and Save the Manager's Financial Report lab
|
10/23/25
|
|
|
|
Maintenance Window: SWIFT is unavailable during the statewide systems maintenance window, every Sunday from 6:00 AM - 2:00 PM.
We want to hear from you! Email the SWIFT Training and Help Desk team using the button below to share your ideas or suggestions about improving user experiences with our systems, training opportunities, newsletter notifications, or system issues.
All current SWIFT users should receive the SWIFT Update for timely notifications of important deadlines, upcoming system upgrades, scheduled maintenance, and training opportunities. Let us know if someone on your team is not receiving important updates or news from us.
|
|
|
|