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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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Owners

Betty Schlimgen
Lola Smith
Loring Kaveney
Sarah Mackay
Shawna Vickers

Followers173

Adams Debra
Alamares Jocelyn
Altenau Rick
Antoon Robert
Appaswamy Senthil
Armitage Sue
Arubandala Srinivasa Reddy
Ball Dan
Baltus Kevin
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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!
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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...
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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...
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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...
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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.
Wed, April, 3rd 2024
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Jason Holtzman XA User Group
BC:

Forum Question/Topic:

Article:

EPDM and standard costing

Categorized as:

EPDM
AM+

We are in the process of (finally) moving to EPDM and have an accounting question. We use standard costing, where we freeze the standard costs once at the beginning of each year. I know with EPDM, any new revisions need to be recosted, changing and item's cost going forward. This could also affect inventory valuation reports throughout the year. Are there any other companies in our same situation and how have you dealt with this? Thanks in advance.
EPDM
AM+
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4
Donald McKay
EPDM costing works similar to PDM costing. I have a screenshot that can explain this. I'll email it to you.
Eric Lopez
Thanks for uing the forms @jasonholtzman
Jorge Medina
Jasson, When you execute the cost rollup you obtain a standard unit cost calculated, but it does not affect the valuation of the inventory or the inventory transactions since the unit cost used for these processes is the Default unit cost or the Standard unit cost that is defined in IM for the item/warehouse which can be kept frozen until you decide to change them.
Jason Holtzman
Thanks Jorge for the comment. You answered my question. We are not interfaced between IM and the GL. We make entries based off reports that use the standard unit cost field in the item master, not the item warehouse. I didn't realize there was a standard unit cost at the item warehouse level.
Fri, June, 2nd 2023
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Sarah Mackay XA User Group
BC:
Follow the link to register: https://IBMi.workoutloud.com/Event/inpower-2023
inPOWER 2023
IBMi.workoutloud.com Welcome back! inPOWER 2023 registration is now open! The System21, LX and XA User Groups, to bring back inPOWER, September 11-14th, 2023, once again i...
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Charles Hood likes this.
Thu, May, 11th 2023
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Sarah Mackay XA User Group
BC:
YOU ARE INVITED!

Follow the link below to register: https://IBMi.workoutloud.com/Event/inpower-2023
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Julia Eberle, MJR GmbH, Charles Hood like this.
Fri, May, 5th 2023
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Sarah Mackay XA User Group
BC:
🌟inPOWER 2023🌟

The Infor XA User Group Conference is back!

&

Early bird registration is open today!

Follow the link below to register: https://IBMi.workoutloud.com/Event/inpower-2023

September 11-14th, 2023
📍Pewaukee, WI
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inPOWER 2023
IBMi.workoutloud.com Welcome back! inPOWER 2023 registration is now open! The System21, LX and XA User Groups, to bring back inPOWER, September 11-14th, 2023, once again i...
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Charles Hood likes this.
Mon, February, 20th 2023
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Matthew McLaughlin XA User Group
BC:

Forum Question/Topic:

Article:

What does everyone use to send reports (usually columns and rows) to users and customers?

Categorized as:

reports

Currently using CPYTOIMPF to create the CSV file, using SNDSMTPEMM. Problem is we (IT) must be the ones adding and editing recipients. We'd like to see what options there are to give the users a chance to manage the recipients of their own reports without the need for CL or RPG programming.
reports
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Loring Kaveney, Carl Brown, Eric Lopez like this.
Carl Brown
Hi Matt.

Cobwebb can help you with this. Our CPPD software can monitor an output queue for a spool file (report?) and distribute it based on the logic defined during setup. This could be output to a CSV and send to a network folder. Email to a recipient or recipients. Save to an existing document archive, or to Cobwebb's Docstore etc. The distribution logic is managed via CPPD which is installed on the i Series. No programming knowledge is required. I hope this helps. Let me know  Read more...if you would like to discuss.

Carl Show less...
Matthew McLaughlin
I will bring this to my team and see what they decide. Thank you!
Barrie Judd
We utilise Route One Product from Uti400 - simple utility for creating Excel Spreadsheets from Database Queries (external to Route One or built within Application) - can also be used to send Spool Files to users as PDF where required
Tue, December, 27th 2022
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Michael Polley XA User Group
BC:
At Amphenol LTD we primarily use MRP to drive our demand across the planning function. Do any other XA users supplement MRP with either Repetative Production Management or Master Production Schedule Planning?

If so, would anyone from another company be willing to provide to us a (very brief - maybe just an hour) overview of how they use these additional applications and what value they generate from them?

We would be very grateful!

Thanks in advance!
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Carl Brown likes this.
Kris De Vlieger
We don't use either, but by the nature of our bussiness have a long term forecast. So we tweaked MRP/CRP to include this by having that forecast entered as sales in company 9 (instead of 1). And we have modified CRP just a little bit to include warehouse, routing ID and version so we get more info out of it
Fri, December, 16th 2022
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Loring Kaveney XA User Group
BC:
Webinar: Infor Concierge for on-prem customers is getting a whole new look.

In this session, you will see the new design which will have enhanced application, search, performance, and widget functionality.

Concierge will also be deployed on a standard multi-tenant environment with this release, which provides more stability and ease of updating.

 Read more... https://teams.microsoft.com/registration/HDDzVp66-kWbGZmDN0e51A,T1mcpUlrSk2vAQoQGZ84DA,a71oauMmNUO74A9IFv13Kw,HUKIRopcHUqEElkK1Q9zcQ,l7WzUL5eFUKOBE-nGCBwKQ,KcLwrzvI7EeFLKT-67gVhA?mode=read&tenantId=56f3301c-ba9e-45fa-9b19-99833747b9d4 Show less...
Microsoft Teams
teams.microsoft.com
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eric Laforest
Is it possible to have the record thanks a lot

Online