XA User Group

Since June, 2022

231 followers »
XA User Group

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.

More Details

Owners

Betty Schlimgen
Dan Kaveney
Lola Smith
Loring Kaveney
Sarah Mackay
Shawna Vickers
Yesterday

Hello - I am interested in information on CRM, OCR & Infor AI for XA. Does anyone have any recommendations for CRM/OCR systems that integrate? Is anyone using Infor AI for anything yet? Users would love to be able to query using Infor AI instead of building subsets, etc. Any information would be greatly appreciated! rscranton@conedrive.com or reply through this post. Thanks!
Delivered Read
Fri, January, 2nd 2026

Question:

Article:

Real world example of a Web Service to retrieve data from XA

I'm hoping someone has a real world example of a web service call that retrieves data from XA.
Delivered Read
Thu, October, 23rd 2025

Question:

Article:

Prevent users from accessing System-Link and Client-Link Request.

We had a user put a system link request into an Excel PowerQuery and requested 100,000,000 records. Needless to say, it crashed our system link server (twice). Infor suggested deployment profiles, but has anyone else been able to secure this using other means?
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Thu, September, 25th 2025

What an amazing conference! Great job user group board! Keep the learning going so you can follow your inspiration. Check out How to XA on your tube for some how to videos and IDF tricks. Subscribe to keep up to date when videos are released.
https://youtu.be/z7wBZrfhoM4?feature=shared
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Fri, September, 19th 2025

Get pumped for inPOWER! Watch some IDF videos! Don't forget to subscribe to stay up to date.

https://www.youtube.com/@HowToXA
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Wed, September, 17th 2025

Fri, September, 12th 2025

Question:

Article:

Do you use XA and CPQ and are you having an issue getting Updated Current/Standard Unit Cost for each Configuration?

We have been using CPQ with XA for over 10 years. Since implementation, we have consistently encountered an issue where the Current/Standard Cost does not update properly during the Cost Roll-Up process. I have previously discussed this matter with Ross F. and MJ and have submitted an Enhancement Request (ER 112565) to address the problem. This ER is currently open and requires endorsements in order to move forward into production.

As you may know, each Configuration ID is  Read more...classified as an Alternate BOM, and only the Primary BOM is included in the Cost Roll-Up. Infor has updated their process so that whenever a Configuration is received from CPQ, the system performs a Single Item Cost Roll-Up, which includes the Configuration’s BOM and all lower-level components. While this helps, it only runs once per day. If a lower-level BOM is changed after the process has already run, the item will not be re-costed until the following day at the earliest.

This approach may work when Configurations are added to orders frequently. However, when a Configuration is used only occasionally (for example, once every few months), the cost may not reflect current component costs or updates to lower-level BOMs caused by supply or manufacturing changes. Additionally, the Single Item Cost Roll-Up only applies to Configurations currently available within CPQ. Older but still valid Config IDs, which can still be ordered, are not re-costed at all, leaving them with outdated unit costs.

It is my belief that all Configured Items with a Config ID should be re-costed during the Cost Roll-Up process, whether that occurs daily, weekly, monthly, or on an individually selected basis.

I would greatly appreciate your support by endorsing ER 112565 so this enhancement can be incorporated into the XA Cost Roll-Up process.

Thank you for your time and consideration.

Best regards,

Mark Show less...
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Mon, September, 8th 2025

Crossroads RMC at InPower 2025

We’re excited to share that Crossroads RMC will be participating in and sponsoring InPower 2025, the premier event for the Infor IBM i community. This year, we’re bringing a powerful session designed to help you unlock more value from your IBM i.

Session 1: Chat with Your IBM i Data

Imagine being able to ask questions directly to your IBM i data — and get answers in real time. In this session, we’ll demonstrate how  Read more...AI-driven tools can connect with your IBM i, making data analysis faster, more intuitive, and more accessible than ever before.

Join us to learn how to:

Use conversational AI to query IBM i data
Apply real-world use cases that improve productivity
Take the first steps toward enabling this capability in your environment
Speakers:

Rich Grilli, Crossroads RMC
Nick Olson, Crossroads RMC

Why Attend?

Crossroads RMC has been helping companies get more out of their Infor systems for decades. These sessions will give you actionable insights and practical tools you can take home and start using right away. Whether you’re curious about AI or looking for ways to optimize your Infor ERP, we’ve got you covered.

👉 Be sure to join us at InPower 2025 and connect with our team. We look forward to seeing you there! Show less...
Delivered Read
Tue, September, 2nd 2025

inPOWER 2025 attendees. Are you struggling with how to move away from your custom green screen programs? At a loss for how you keep your unique business process and move to the IDF? How to transcend to a more vanilla XA instance? Come see my session to learn about the tools in the IDF that can help make change possible. Then see how I applied them to a real world situation. Brought to you by the creator of @howtoxa Youtube channel. Hope to see you there!
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Tue, August, 26th 2025

Less than a month till inPOWER 2025!! But, why wait? Curious about cards in the IDF? Check out @HowtoXA for a high level overview of the types of cards. Remember to subscribe so you can keep up to date with the latest videos! https://youtu.be/qMo1IA-EczA?si=sHw7BAPHvwn72V-2
Delivered Read
Fri, August, 15th 2025

Question:

Article:

Net-Link Export, *.ods files, and Excel auto-save

Categorized as:

XA

Hello friends!

Got a strange issue with exporting from Net-Link. Opening the file after export does not allow me to turn on Excel's autosave. Says We can't save your file automatically. To avoid losing your changes, please save the file using File >Save.

I do this, saving as *.xlsx and when attempting to turn on the autosave, get a message saying the file contains calculation settings that aren't supported in this file format. Some formulas might give different  Read more...results after saving. Do you want to continue?

Of course I want to so I click the Yes button and attempt to turn autosave on again. I'm greeted with another message: This workbook uses custom ODF calculation settings. Please remove them. Sure, if i can only find them.

Has anyone had this and found a fix??

Thanks in advance!

Matt Show less...
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Categorized as:
Net-Link
XA
XA Release 11
Mon, August, 11th 2025

There are still seats available for the IDF Foundation for Developers class (Integrator) that starts next Monday. This is an online class with an instructor.

To register go to education.infor.com. Sign in, click Course Catalog on the left, type Idf in the search and you'll see the courses listed.

After this the next class is in October.
Delivered Read
Sun, August, 3rd 2025

New to Infor XA or just to Powerlink and Netlink? Visit How to XA and learn about navigating the IDF. While there learn how to create Views, Subsets, and Sorts. Subscribe and keep updated on new videos when they are added!
https://youtu.be/ZnoNCYXAC6c?si=LssPycnB7oQOzVPh
Delivered Read
Wed, July, 23rd 2025

XA is here to stay. Get prepped for inPower2025. Check out How to XA and learn how to turn a workbench into a workspace in Netlink! Don't forget to like and subscribe so you don't miss anything. https://youtu.be/M6dyaGcgN8k?si=o0bMviTvHRvEvzTN
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Fri, June, 6th 2025

Question:

Article:

The Future of XA is Secure

Incorrect information has come from Infor - here is the correct story.
Delivered Read
Categorized as:
XA
XA Release 11
Product Roadmap
Product Direction
Product Management
IBM i

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