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Since June, 2022

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URL:https://ibmi.workoutloud.com/Group/xa

About

The Infor XA User Group is an independent, incorporated association of Infor XA software using member companies. The group offers a variety of learning opportunities for their member companies, including monthly webcasts on a variety of topics that range across all job responsibilities and user leve Read more...ls, and annual conferences.

Through the Infor Communities website the group provides a Discussion Board to its members that allows for user interaction and cooperative sharing of information and experience, a files section that provides helpful documents, and a community calendar that includes other training & learning opportunities throughout the Infor XA community.

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**REGISTER HERE inPOWER 2023**
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Owners

Betty Schlimgen
Lola Smith
Loring Kaveney
Sarah Mackay
Shawna Vickers

Followers185

Adams Debra
Alamares Jocelyn
Altenau Rick
Antoon Robert
Appaswamy Senthil
Armitage Sue
Arubandala Srinivasa Reddy
Baker Tim
Ball Dan
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Thu, October, 10th 2024
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Kevin Russell XA User Group
BC:
Ever wonder how presentation schemes work? Watch and subscribe to learn more about Infor XA. https://youtu.be/jXPhcelOP88?si=I6BwgtuvGJ0Q0Am_
Presentation Schemes: Tailor XA to meet your company’s needs
youtube.com Part three is How to Tailor XA to meet your business needs. Presented at Inpower 2023 Infor XA users group conference.
Delivered Read
Mon, October, 7th 2024
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Martin Frauenstein XA User Group
BC:

Forum Question/Topic:

Article:

I was not able to attend inPOWER2024, were there any XA R11 presentations? If so are they available?

Categorized as:

Product Direction
XA Release 11

Product Direction
XA Release 11
Delivered Read
2
Loring Kaveney
On behalf of the Community Boards, they have requested to have this statement posted:

Thank you for your inquiry! We hope you are able to join us at InPower2025.

In the past two years, attendance has grown significantly and we believe it is because of the value of the content provided. While the InPower2024 presentations are only available for download by the conference attendees, there is recognition by the boards that there is great interest in Release 11. Read more...

We are currently working on scheduling a series of webinars that cover many of the most popular topics at the conference including Release 11. Watch this space for more information! Show less...
Martin Frauenstein
An interesting comment / position / view that restricts information to those who attend. Even more interesting the extended position that those unable to attend should be "denied" information because they could not attend. I always thought sharing knowledge / information would be an incentive for people to attend in person. I wait in suspended anticipation.
Wed, October, 2nd 2024
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Rhonda Conaway XA User Group
BC:
EDI is easier than ever for Infor XA users, and the benefits are infinite! We had fun with our THEN and NOW theme for our session at inPower 2024. As John Candy said in the classic movie Splash - Come on in, the water's fine!

If you want to revisit our presentation or missed us at the conference, our deck is attached. Give us a call or email if you've got any specific questions or EDI related issues we might be able to solve for you! ​(888) 226-8089 or frank@unilinkgroup.com. Read more...
 Show less...
inPower2024 - UniLink EDI Then and Now.pdf
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Loring Kaveney likes this.
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Kevin Russell XA User Group
BC:
Stuck in Powerlink because you rely on workbenches? Visit How To XA and watch the 2 part video on converting a workbench into a workspace/compound card combo.

https://youtube.com/@howtoxa?si=ZCTCkWUrr5T_zJbY
youtube.com
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CHRISTOPHE GAUDIN
Thank you for the nice demo !
Tue, October, 1st 2024
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Kevin Russell XA User Group
BC:
Has anyone heard if they are going to add a option to create a subset from the filter row settings? So after going through and setting all your filters you don't have to then go create a subset separately and do all the selections again.
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2
Kelly Carwile
Do you mean something like Enhancement Request - 111728?
Kevin Russell
I will take a look. Thank you.
Fri, September, 27th 2024
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Kevin Russell XA User Group
BC:
What would you like to learn?
https://youtu.be/SueuEAPjZ4o?si=dwpGDGraKDKjX1rk
What would you like to learn?
youtube.com How to XA would like to know what you would like to learn about the IDF, Enterprise Integrator, Netlink, or any other Infor XA process.
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Loring Kaveney likes this.
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Kevin Russell XA User Group
BC:
Looking to learn how to use the IDF? Come see what you can learn at HowToXa
https://youtube.com/@howtoxa?si=eJPmwWlp1CLhexGx
youtube.com
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Tue, August, 13th 2024
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Shawna Vickers XA User Group
BC:
Hi All,
A recent client update has changed the defaults for filter rows in NetLink. For the last two years it has had text fields defaulted to use contains as it's operator. I have submitted an enhancement request to allow for user preferences on the default operators for filter rows. Please vote for ER111340 if you agree.
Thanks, and see y'all at inPower 2024!
Delivered Read
James McLean, Betty Schlimgen, Jimmy Sansi, Loring Kaveney and 1 other likes this.
Tue, June, 11th 2024
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Robert Foster XA User Group
BC:

Forum Question/Topic:

Article:

Powerlink and Grant Access

Categorized as:

Powerlink

How to setup a user in powerlink and grant access to modules, menu's etc
Powerlink
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4
Loring Kaveney likes this.
Shawna Vickers
Hi Robert, setting up a user for PowerLink is handled the same way we set up a user for the Green Screen. Have you installed powerlink on the users PC, or a remote desktop for access?
Robert Foster
Thanks for responding Shawna, so there is no way to setup a user in Powerlink, and grant access. That can only be accomplished through the green screen XA setup?
Shawna Vickers
Hi Robert, sorry I missed this. The email blocker sometimes blocks my WOL emails. There are ways to set up users in IDF, but you would need a third party software. I am aware of Enhanced Security from Cistech and SM+ from Design Group. At last year's InPower Conference we did a workshop that allowed you to expose security to IDF. I did not attend that one, but I can put you in contact with the presenter if you would like.
Michael Raber
Hi Robert, did you try if deployment profiles would work for you? Please see the link below for a video. Regards Michael

https://mjr.gmbh/en/infor-erp-xa/infor-erp-xa-features/infor-xa-tutorial-enhanced-idf-security/
Wed, June, 5th 2024
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Loring Kaveney XA User Group
BC:
[Infor Special Announcement] Effective June 1, 2024, MK & Associates is merging with Cistech, Inc. These are two INFOR XA Business Partners who have worked with XA for decades. THIS CREATES A DEDICATED, LONG-TERM, and STRATEGICALLY ALIGNED ORGANIZATION FOR INFOR XA CUSTOMERS.

This merger will provide added resources and expertise for MKA and Cistech customers. For decades, both MKA and Cistech have been focused on Infor XA and solutions for XA. This merger provides long-term  Read more...stability and long-term support for customers. All MKA employees will remain an integral part of this new company.

The Cistech name will be used. The combined resources of Cistech and MKA deliver:

· A focus on customer service and employees

· Dedication to and commitment to XA, Infor, and IBM systems

· A stronger set of skilled resources and proven applications

· More proven experience and references with XA customers

· Hands-on management with an emphasis on customer service

This merger forms a company with 30 people, all of them with at least 10 years of Infor XA experience.

MKA has worked with XA (or the former MAPICS product) since the late 1970’s. They have deep expertise in the automotive and other manufacturing industries. Cistech has long been 100% focused on Infor XA and XA customers. They bring an additional 8 Senior XA Business Consultants and 10 Senior Technical Consultants who provide services to XA customers. Cistech also has extensive IBM System i experience as an IBM business partner. They have worked with XA for over 25 years as a MAPICS and Infor XA Business Partner. Like MKA, Cistech management and employees have strong customer relationships and stay involved with customers and projects. Cistech provided services to over 70 XA customers worldwide in the past two years and they’ve done several implementations of XA Enterprise Financials, which are the strategic financial applications for XA: Enterprise GL, AP, AR, and Cash.

Over many years, MKA and Cistech have developed meaningful and mutually beneficial relationships with their Infor XA customers. Cistech’s mission is to continue providing outstanding service, support, and integrated applications to meet the business needs of Infor XA customers. This merger provides continuity, additional resources, and a commitment to long-term support. Show less...
Delivered Read
Mon, April, 29th 2024
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Deb Lopez XA User Group
BC:
Hi. I posted the first in a series of Infor CPQ blogs with the message Unleashing the Power of CPQ for Manufacturing - I am inviting you to follow and read the full blog here: https://ibmi.workoutloud.com/Blog/infor-cpq.

A snippet from that post:
Manufacturing is the core of the business; everyone depends on them to deliver quality products to customers. Configure-Price-Quote has been serving these users  Read more...for decades. But when orders are received and are not complete or has an error that causes issues with the manufacturing process that has several impacts that will cause a ripple effect. Delaying production time, wasting materials, delaying deliver time to customer, increasing costs, and more.

Where is the problem?

1. Was there a communication breakdown between sales and the customer?
2. Was product/engineering data challenging to access or understand, leading to incorrect sales selections?
3. Was it an error in the Excel spreadsheet that did not catch the original configuration?
4. Other? Show less...

Infor CPQ
ibmi.workoutloud.com Fast. Visual. Accurate. Collaborative. From research to purchase, ensure every step is seamless. Empower users—customers, sales, distributors—to swiftly select, specify, quote, and order products, eliminating wasted time, errors, and frustra... Show less...
Infor CPQ
ibmi.workoutloud.com Fast. Visual. Accurate. Collaborative.From research to purchase, ensure every step is seamless. Empower users—customers, sales, distributors—to sw...
Delivered Read
Wed, April, 17th 2024
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Deb Lopez XA User Group
BC:
Hello! I'm Deb Lopez, CPQ product specialist at Infor. Last week I announced my interactive blog for Infor CPQ.

Do NOT miss out – Follow by clicking here: https://ibmi.workoutloud.com/Blog/infor-cpq

The intent is to provide education but also to provide a platform for you to respond with questions or comments. My goal is to get people talking outside of major events like inPower which are only  Read more...available annually.

I look forward to collaborating with you!  Show less...
Infor CPQ
ibmi.workoutloud.com Fast. Visual. Accurate. Collaborative.From research to purchase, ensure every step is seamless. Empower users—customers, sales, distributors—to sw...
Delivered Read
Charles Hood, Loring Kaveney like this.
Mon, April, 15th 2024
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Jerry Forss XA User Group
BC:

Forum Question/Topic:

Article:

Delete order Once At Status 15 Using System Link

In my first attempt using System Link I create Shipping Invoices.
I was successful in creating the CO at status 15 so it is prepped to be invoiced.

However, sometimes accounting does not verify everything before proceeding to the creation. I want to be able to delete the Shipping Invoice using System Link before it is actually processed.

My Delete Order System Link request works when the CO is at status 00. This is just a CO that is created and deleted before  Read more...any more processing is done.

Can I get guidance on how to proceed.

Thanks!!
 Show less...
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Michael Raber
It is not possible to delete an order if the status is 15. Only 00 or 10 can be deleted. If the order is invoiced, there is no way to delete. If the order is at status 15 with an existing shipment, pick list or packed items, you would need to delete/reverse these processes until the order is at status 10. It is simple to test: you can try to delete using PowerLink or NetLink. If this is working, it will work with SystemLink the same way. Regards from Germany Michael
Fri, April, 12th 2024
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Shawn Edmondson XA User Group
BC:

Forum Question/Topic:

Article:

Looking for experience and feedback on Tax Compliance services for XA

Categorized as:

Product Direction

I am interested in hearing about individuals' experiences and feedback regarding Tax Compliance services for XA, such as Avalara, Vertex, and others. Your insights would be greatly appreciated.
Product Direction
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Loring Kaveney likes this.
Donald McKay
Shawn, we have extensive knowledge in XA Tax, Avalara and other tax packages. Please reach out and we'd be happy to answer your questions.
Thu, April, 11th 2024
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Jason Holtzman XA User Group
BC:

Forum Question/Topic:

Article:

Integrated Outside Operations

Categorized as:

Integrated Outside Operations

How many users are using the XA integrated outside operations function and what have you had to do to overcome some of its shortcomings?
Integrated Outside Operations
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Eric Lopez, Loring Kaveney, Charles Hood like this.
Charles Hood
Hello, Jason. I hope that all is well with you today.
My understanding always was that the green-screen Integrated Outside Operations functionality that was added to PC&C back in 2003/2004 was only 'Phase 1' and that a 'Phase 2' and possibly other phases would be added later.
Most likely, we will see 'Phase 2' when the Integrated Outside Operations database tables are placed into IDF Level 2 as official Infor XA Business Objects.

In the meantime, we developed our  Read more...own custom Business Objects for the Outside Operations database tables using Enterprise Integrator. This works a LOT better since all of the pain points regarding entering Outside Operation Detail records are removed, especially when running EPDM. The IDF Level 2 features like Create Templates, Auto Advance, and Custom Transactions makes the whole process of creating new Outside Operations Detail records much quicker and less painful. We have duplicated some, but not all, of the functionality available in the M.O./P.O. Cross-Reference table.

Are these the type of limitations you have in mind? Or are you thinking more about limitations regarding the way the Outside Operations functionality integrates with other XA applications such as Purchasing, MRP, Accounts Payable, IFM, etc.? Show less...
Jason Holtzman
Hi Charles. Thanks for the response. We have also brought the IOO files into the Infor client, greatly simplifying setup. It is more the processing flow and the need to remember to run things in a certain way. Our outside operations can be anywhere in the routing - sometime the only operation, sometimes the first operation, sometimes the last operation, sometime in the middle... The receiving of the PO will update the qty complete on the MO operation but will not create any inventory  Read more...transactions so the receiving clerk may need to create an RM and possibly IPs for the components... OR, may not need to create any at all. We run MES on the shopfloor with the inventory transactions done in the background, so the shopfloor personnel is not used to creating inventory transactions and how they work. The other problem we run into is our production planner closing outside labor MOs before the PO has been invoiced, causing the AP clerk to get someone to re-open the order. There just seems to be a bit more juggling of these orders than we were hoping for... Show less...
Ross Freeman
Improvements to Outside Operations are in scope for the 11.0 and 11.1 releases.

Online