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Increase Customer Engagement

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Increase Customer Engagement
Registration for this event is closed

When

Monday, April 29th, 2024 → Wednesday, May 1st, 2024, from 7:00 to 8:00 (US/Central)
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Organizer

Loring Kaveney
Eric Lopez

Sessions

Tag Filter: BIRST CPQ IBM INFOR INFOR AND IBM LX SYSTEM 21 XA Clear
 
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Monday - April 29th, 2024

Solution Fair Open - Breakfast, Registration Opensxxxx
9:00 AM
8:00 AM
04/29/2024
Opening Keynote Session - Todd Donzelli, focus on Artificial/Augmented Intelligence (AI) and how this is a critical element in a company’s digital transformation strategy.
9:40 AM
8:30 AM
04/29/2024
Presenters: Todd Donzelli
Our Keynote this year will focus on Artificial/Augmented Intelligence (AI) and how this is a critical element in a company’s digital transformation strategy. This session will highlight the current state of AI, separating fact from fiction. Todd Donzelli will discuss ways to make use of this technology practical for business and the Compass community.
Infor Opening Remarks
9:50 AM
9:40 AM
04/29/2024
IBM Opening Remarks
10:00 AM
9:50 AM
04/29/2024
Solution Fair Open - Coffee Break
11:00 AM
10:00 AM
04/29/2024
LX Roadmap
12:00 PM
11:00 AM
04/29/2024
Room: Hearthside Presenters: Dave Rapacz, Infor
System 21 Roadmap
12:00 PM
11:00 AM
04/29/2024
Room: Woodland A Presenters: Adrian Masters
XA Roadmap
12:00 PM
11:00 AM
04/29/2024
Room: Lake Country Ballroom
With XA Release 11 nearing public release, it is time to look forward to the next round of enhancements. This session will be the first opportunity to see the plans for future enhancement for both Release 10 and particularly Release 11.
Lunch - Tues.
1:15 PM
12:00 PM
04/29/2024

Session 1

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Everything NetLink
2:00 PM
1:15 PM
04/29/2024
Room: Lapham 3 Presenters: Phillip McWhinney, Infor
Join us to learn all about the enhancements in NetLink and more
Tagged: XA
Fresch 1
2:00 PM
1:15 PM
04/29/2024
Room: Woodland C
IBM 1
2:00 PM
1:15 PM
04/29/2024
Room: Woodland B
IBM
LX Community Gathering
2:00 PM
1:15 PM
04/29/2024
Room: Hearthside Presenters: LX User Group
Meeting of the members, introduction to the tracks, Q&A and any other business.
PDM vs. EPDM (Repeated on Thursday)
2:00 PM
1:15 PM
04/29/2024
Room: Lapham 3 Presenters: Scott Stackhouse - ISE
Why make the move to EPDM? - Implementation of EPDM tips and tricks.
SQL views in real life (Repeat on Thursday)
2:00 PM
1:15 PM
04/29/2024
Room: Woodland D Presenters: Nora Holland - TriMin
MRP with aggregations, Buyer Dashboard, Tools to empower your users, note how to stop runaway query, convert 400.
Tagged: XA
System 21 - 1
2:00 PM
1:15 PM
04/29/2024
Room: Woodland A Presenters: Adrian Masters
Join this session to hear product management and services discuss the System21 development roadmap, and overall product investment strategy. You'll learn about updates to the product core coming soon as well, technology, modernization and user experience improvements.
Tagged: SYSTEM 21
XA and Interform
2:00 PM
1:15 PM
04/29/2024
Room: Lapham 1 Presenters: Hari Mangalam, Infor and Peter Sørensen, Interform
XA has great flexibility and power in the user interface with Net-Link.  Infor is bringing that power to the output side of the equation. Infor has partnered with Solution Partner Interform to bring leading edge capability to the output side of your enterprise. Combined with Infor Document Management and  embedded attachment the new output architecture closes the loop on the document management capability of XA.  This session will focus on XA output management and how you can easily take advantage of it.
Tagged: XA
XA Enterprise Financials - Making the Transition from AM Financials
2:00 PM
1:15 PM
04/29/2024
Room: Fieldstone West Presenters: Noah Emerson
XA customers need to transition to Enterprise Financials in order to adopt Release 11. But how? This session will go through the process required to move to Enterprise Financials from AM Financials. Customer case studies will be presented, and experienced consultants will be on hand to answer your questions.
Tagged: XA
XA Release 11 - Overview
2:00 PM
1:15 PM
04/29/2024
Room: Fieldstone East Presenters: Ross Freeman, Infor
The first in a series of sessions showing the new Release 11. The first Limited Availability release, 11.0, will be launched shortly after inPOWER. This session will cover the entire release at a high level, to provide a general understanding. Follow up detail sessions will dive deeper into the new functionality and recommendations for transitioning to Release 11.
Tagged: XA
1st Break
2:15 PM
2:00 PM
04/29/2024

Session 2

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Custom Cards in IDF
3:00 PM
2:15 PM
04/29/2024
Room: Lapham 2 Presenters: Kevin Russell
Overview cards, how to for compound cards, released cards.
Tagged: XA
Fresch 2
3:00 PM
2:15 PM
04/29/2024
Room: Woodland C
IBM 2
3:00 PM
2:15 PM
04/29/2024
Room: Woodland B
More on LX security! How to make your configuration easier and more maintainable.
3:00 PM
2:15 PM
04/29/2024
Room: Lapham 4 Presenters: Mark Larson
Review of security enhancements to LX: Group Security, Role Security, etc. Enhancements to the integration to IDF Security
Tagged: LX
Planning for Release 10
3:00 PM
2:15 PM
04/29/2024
Room: Lapham 1 Presenters: John Merges - TriMin
Tagged: XA
System 21 - 2
3:00 PM
2:15 PM
04/29/2024
Room: Woodland A Presenters: Matt Davage
"Find out what’s new in the System21 Services world. • The Team - People are our greatest asset so learn about the skills you now have access to due to the formation of the new Global team. • The Customers – discover what is happening in the customer base around the world. What are other System21 customers working with Infor Services on? • The Upgrade Process - let’s talk you through the upgrade process to remove any unknowns and crystalise the process. "
Top 10 Inventory Accuracy Tips
3:00 PM
2:15 PM
04/29/2024
Room: Fieldstone East Presenters: Jeff Eaton - REV Group
Tagged: XA
What's new with LX 8.4.2
3:00 PM
2:15 PM
04/29/2024
Room: Hearthside Presenters: David Rapascz, INFOR
LX version 8.4.2 is now available. Join this session to hear about the new features and functions introduced in this latest release of LX
Tagged: LX
XA Enterprise Financials - Making the Transition from IFM Financials
3:00 PM
2:15 PM
04/29/2024
Room: Fieldstone West Presenters: Mike August/Julie Kienast, Cistech
XA customers need to transition to Enterprise Financials in order to adopt Release 11. But how? This session will go through the process required to move to Enterprise Financials from IFM. Customer case studies will be presented, and experienced consultants will be on hand to answer your questions.
Tagged: XA
XA Net-Link - Making the Transition(Repeated Wednesday)
3:00 PM
2:15 PM
04/29/2024
Room: Lapham 3 Presenters: Ross Freeman, Infor
In preparation for moving to Release 11, all of your users need to move to the IDF user interface - preferably Net-Link. Green screen is no longer available at Release 11, so a transition is required. This session will discuss successful strategies for shifting your users to the new user interface at Release 10, before moving to Release 11.
Tagged: XA
XA Release 11 - Labor enhancements Part 1
3:00 PM
2:15 PM
04/29/2024
Room: Woodland D Presenters: Curt Mack - Infor
A detailed session demonstrating the new labor and shop floor enhancements in Release 11. Part 1 of 2.
Tagged: XA
2nd Break
3:15 PM
3:00 PM
04/29/2024
Dive into IDF for LX
4:00 PM
3:15 PM
04/29/2024
Room: Lapham 4 Presenters: Nick Olson, Crossroads RMC
"During the session we will present how to access and navigate the following base business objects with Netlink •INV100 in IDF: Enterprise Items •MRP140 in IDF: Facility Items •ACP100 in IDF: Vendors •ACR100 in IDF: Customer"
The Power of System-Link, Excel and XA
4:00 PM
3:15 PM
04/29/2024
Room: Lapham 2 Presenters: Julia Eberle and Jan Philipp Raber, MJR
Interactive and automated data uploads

Session 3

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All the cool stuff in ACS
4:00 PM
3:15 PM
04/29/2024
Room: Woodland C Presenters: Ian Haley/Matt McLaughlin
Where to get the latest version, schemas.
Tagged: XA
Birst with XA
4:00 PM
3:15 PM
04/29/2024
Room: Fieldstone East Presenters: Pat Collette, Godlan
Tagged: XA
Maxava
4:00 PM
3:15 PM
04/29/2024
Room: Woodland B
Modernize with LX 8.4.2
4:00 PM
3:15 PM
04/29/2024
Room: Hearthside Presenters: David Rapascz/Lisa Kasabian, INFOR
Are you using the modernization and personalization features available with WebTop 4.8? Attend this session to learn how WebTop 4.8 can improve your user experience and remove clutter to improve efficiency
Tagged: LX
System 21 - 3
4:00 PM
3:15 PM
04/29/2024
Room: Woodland A Presenters: Milk Specialties
Customer presented System21 3.2 modernization story with System21 3.2 upgrade, PLM Optiva integration and document management.
Tagged: SYSTEM 21
XA and EDI - The New Electronic Commerce
4:00 PM
3:15 PM
04/29/2024
Room: Lapham 3 Presenters: Nathan Quinones, Custom Systems Corp
XA has a native EDI capability. At Release 11.0, that functionality has been moved to Net-Link and enhanced to support additional requirements. This session will show the new version of electronic commerce and outline enhancements that will make working natively with EDI easier.
Tagged: XA
XA Release 10 - Additional Enhancements
4:00 PM
3:15 PM
04/29/2024
Room: Lapham 1 Presenters: Ross Freeman - Infor
With all eyes on Release 11, what is happening with Release 10? Quite a bit, actually. Infor is delivering enhancements for Release 10 where those enhancements will enhance the capability of Release 10 and support the transition to Release 11. This session will outline current and future enhancements for Release 10.
Tagged: XA
XA Release 11 - Labor Enhancements Part 2
4:00 PM
3:15 PM
04/29/2024
Room: Woodland D Presenters: Curt Mack - Infor
A detailed session demonstrating the new labor and shop floor enhancements in Release 11. Part 2 of 2.
Tagged: XA
3rd Break
4:15 PM
4:00 PM
04/29/2024

Session 4

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AI – Powered Sales Portal for IBMi
5:00 PM
4:15 PM
04/29/2024
Room: Hearthside Presenters: Tarak Patel / Frank Petrasio - Crossroads RMC
Learn how manufacturing customers use AI to modernize the buying experience by helping them attract and retain new buyers, help them find the right products, increase average order value, and economize the selling process while keeping channel partners happy and engaged.
AR Traffic
5:00 PM
4:15 PM
04/29/2024
Room: Lapham 3 Presenters: Nick Fisher
AR Traffic
Avalara
5:00 PM
4:15 PM
04/29/2024
Room: Fieldstone West Presenters: Avalara
Avalara
Cobwebb
5:00 PM
4:15 PM
04/29/2024
Room: Woodland A Presenters: Cobwebb
Automation
Interform
5:00 PM
4:15 PM
04/29/2024
Room: Woodland D Presenters: Peter Sorenson, Interform
Lexel
5:00 PM
4:15 PM
04/29/2024
Room: Lapham 2 Presenters: Mark Shubel
Lexel
Meridian
5:00 PM
4:15 PM
04/29/2024
Room: Woodland B Presenters: Meridian
Qbuild
5:00 PM
4:15 PM
04/29/2024
Room: Fieldstone East Presenters: Qbuild
Qbuild
Service Express
5:00 PM
4:15 PM
04/29/2024
Room: Woodland C Presenters: Service Express
Service Express
Touchpath
5:00 PM
4:15 PM
04/29/2024
Room: Lapham 4 Presenters: Touchpath
Touchpath
Unilink
5:00 PM
4:15 PM
04/29/2024
Room: Lapham 1 Presenters: Unilink
Unilink

Tuesday - April 30th, 2024

Solution Fair Open - Breakfast
8:15 AM
7:00 AM
04/30/2024

Coffee Sessions

Reset all options in this track
AR Traffic
8:00 AM
7:30 AM
04/30/2024
Room: Woodland C Presenters: Nick Fisher
Traffic and Logistics
Tagged: XA
Interform
8:00 AM
7:30 AM
04/30/2024
Room: Woodland B Presenters: Peter Sorenson, Interform
Forms Management
Lexel
8:00 AM
7:30 AM
04/30/2024
Room: Woodland A Presenters: Mark Shubel
E-Commerce
Tagged: LX
Optimum Output
8:00 AM
7:30 AM
04/30/2024
Room: Woodland D Presenters: Tejas Nerurkar
Process Documentation
Paper-Less
8:00 AM
7:30 AM
04/30/2024
Room: Hearthside Presenters: Rick Reith, Paper-Less
Paper-Less
Tagged: IBM
S3
8:00 AM
7:30 AM
04/30/2024
Room: Lapham 4 Presenters: Steve Nation
Infor Warehouse Management
Tagged: LX

Session 5

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IBM 1
9:00 AM
8:15 AM
04/30/2024
Room: Woodland B
Tagged: IBM
LX Tools
9:00 AM
8:15 AM
04/30/2024
Room: Hearthside Presenters: Mark Larson
The LX tools library has been refreshed and updated with several new tools and functions. Join this session to hear how these tools can support your day-to-day work.
Tagged: LX
Maxava 2
9:00 AM
8:15 AM
04/30/2024
Room: Woodland C
Tagged: INFOR AND IBM
Round table - doing business in MX?
9:00 AM
8:15 AM
04/30/2024
Room: Lapham 4 Presenters: All presenters
What are the challenges, and capabilities within LX for doing business in MX? (and the rest of Latin America?) What enhancements might we suggest?
Tagged: LX
S21-4
9:00 AM
8:15 AM
04/30/2024
Room: Woodland A Presenters: Greene King
Customer presented modernization story with System21 Core, Order Capture, doc.connect and workflow
Tagged: SYSTEM 21

Session 5a

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All the Item Objects
9:30 AM
8:15 AM
04/30/2024
Room: Woodland D Presenters: Tim Rancourt, Guide Technologies
Enterprise Item, Item Revision, Item Warehouse - Fields in Item Rev and Item Warehouse fields, Implementation Status, Item Class here or there, default stock location.
Tagged: XA
Cycle Counting
9:30 AM
8:15 AM
04/30/2024
Room: Lapham 2 Presenters: Jeff Eaton - REV Group
Cycle Counting/Physical Inventory, MM and IM (PH and Cycle Count Groups) Best practices, tags, count sheets, etc.
Tagged: XA
Infor OS
9:30 AM
8:15 AM
04/30/2024
Room: Lapham 3 Presenters: Charles Hood - ISE
Mastering Infor EGL: Navigating the Enterprise General Ledger
9:30 AM
8:15 AM
04/30/2024
Room: Fieldstone West Presenters: Noah Emerson
Join us for an insightful session on Infor EGL (Enterprise General Ledger), designed to demystify its core functionalities and terminology. This class will guide you through the transactional flow, providing a comprehensive understanding of how EGL operates within an enterprise setting. Whether you’re new to Infor EGL or looking to deepen your knowledge, this session will equip you with the essential skills to effectively manage and utilize the Enterprise General Ledger.
Tagged: XA
Routings
9:30 AM
8:15 AM
04/30/2024
Room: Fieldstone East Presenters: Julie Kienast - Cistech/Rick Altenau - Guide
Scheduling, costing, planning, facility master config, efficiency calculations, overlapping operations, MRP/Vpi/Thru-put - use of routings, operation where first used.
Tagged: XA
Vendor Management
9:30 AM
8:15 AM
04/30/2024
Room: Lapham 1 Presenters: Dave Shipton - ISE
Drop shipments, split source, blanket orders, standing blanket orders, vendor contracts, price breaks, vendor calendars, warehouse vendor items, vendor quotes.
Tagged: XA

Session 6

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IBM 2
10:00 AM
9:15 AM
04/30/2024
Room: Woodland B
Tagged: IBM
ION Workflows and Document Flows
10:00 AM
9:15 AM
04/30/2024
Room: Latham 4 Presenters: Barabara Bilgen / MJ-Hari Mangalam, Infor
ION is more than just a document routing middleware. It opens the possibilities for advanced processing with document flows, API calls, alerts and a workflow engine.
Tagged: LX
Patch Management
10:00 AM
9:15 AM
04/30/2024
Room: Hearthside Presenters: Tim Baker, Crossroads / Mark Larson
How users can best manage the patches, and understand what is required to apply patches in their environment. Also, a look at a new tool from Infor to help automate MR applications.
Tagged: LX
System 21- 5
10:00 AM
9:15 AM
04/30/2024
Room: Woodland A Presenters: Venkateshwarlu Voora - Remote
EPM & Georgia Crown
Tagged: SYSTEM 21

Session 6a

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Advanced Inventory Topics
11:00 AM
9:45 AM
04/30/2024
Room: Lapham 2 Presenters: Rick Worley - Guide
Quality Transactions, Shelf Life, Batch/Lot, FIFO, Discrete Allocations, Location quanity Audit, Allocation audits, On order quanity audit - KB on how to fix location quantity - reverse PQ
Business Objects
11:00 AM
9:45 AM
04/30/2024
Room: Lapham 3 Presenters: Kevin Gerard - TriMin
Four types, attributes (classes; defaults), security, custom icons, user exit overview, relationships, edits - open to all.
Tagged: XA
Costing 101
11:00 AM
9:45 AM
04/30/2024
Room: Fieldstone West Presenters: Julie Kienast - Cistech
EPDM costing include simulation sites.
Tagged: XA
Outside Services
11:00 AM
9:45 AM
04/30/2024
Room: Fieldstone East Presenters: Charles Hood - ISE
Best practices, tracking, green screen, EI can put it in PL/NL (call your channel partner) transacions
Tagged: XA
Understanding MRP Recommendations
11:00 AM
9:45 AM
04/30/2024
Room: Woodland D Presenters: Rick Altenau - Guide
Source of demand, check shortages, release orders, SQL views (empower your users to make better decisions, more data, more power), calculated exceptions, what has changed for PL/NL MRP recommendations in R9 and R10?
Tagged: XA
VMI
11:00 AM
9:45 AM
04/30/2024
Room: Lapham 1 Presenters: Jeff Eaton/Jim Payne - REV Group
How to manage, multiple locations (cycle count), MRO items (expense this crap), order point, replenishment, do you need an item warehouse?
Tagged: XA

Session 7

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IBM 3
11:00 AM
10:15 AM
04/30/2024
Room: Woodland B
Tagged: IBM
ION Workflows and Document Flows Advanced
11:00 AM
10:15 AM
04/30/2024
Room: Lapham 4 Presenters: Barabara Bilgen / MJ-Hari Mangalam, Infor
Part 2 of Session 206 - A deeper dive into Workflows and Document flows in ION
Tagged: LX
Leveraging Infor's tools for systems integration
11:00 AM
10:15 AM
04/30/2024
Room: Hearthside Presenters: Tim Baker, Crossroads / Leena Patel
Learn how to leverage LX Connector, LX Extension, ION and PI's, and ECM for integration to other apps. Listen to expert advice on use cases for each of the tools, and tips on using them more effectively
Tagged: LX
System 21 - 6
11:00 AM
10:15 AM
04/30/2024
Room: Woodland A Presenters: Carl Simpkin - Remote
Join the Infor team and see what’s available in the latest release of the Infor Development Framework (IDF) for System21. We will introduce you to the IDF, the standard System21 business entities provided by IDF, and how this release provides additional modernization and personalization features to System21. This release will simplify your deployment of IDF and represents a major milestone in providing a comprehensive and powerful web based experience across your enterprise.
Tagged: SYSTEM 21
Solution Fair Open
12:00 PM
11:00 AM
04/30/2024
Proship
12:00 PM
11:15 AM
04/30/2024
Room: Fieldstone West Presenters: Proship
Proship

Session 7a

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Bar Codes Inc
12:00 PM
11:15 AM
04/30/2024
Room: Hearthside Presenters: Gerry Skalla, Bar Codes Inc.
Bar Coding
Cashbook
12:00 PM
11:15 AM
04/30/2024
Room: Lapham 2 Presenters: David Rushe, Cashbook
Cashbook
Cistech
12:00 PM
11:15 AM
04/30/2024
Room: Lapham 3 Presenters: Cistech
Cistech
Guide Technologies Enhancement Products
12:00 PM
11:15 AM
04/30/2024
Room: Lapham 1 Presenters: Guide Technologies
We will provide an overview of all Guide Products with a brief description of each and spotlight 3 products with more details of how they can provide quick hit benefits for your business. These 3 include our System-Link Toolkit, Scan-N-Track and EFIN Essentials products.
Source Day
12:00 PM
11:15 AM
04/30/2024
Room: Fieldstone East Presenters: Source Day
Source Day
SPS Commerce
12:00 PM
11:15 AM
04/30/2024
Room: Woodland B Presenters: SPS Commerce
SPS Commerce
Srinsoft
12:00 PM
11:15 AM
04/30/2024
Room: Lapham 4 Presenters: Srinsoft
Srinsoft
Sycnsite
12:00 PM
11:15 AM
04/30/2024
Room: Woodland A Presenters: Sycnsite
Sycnsite
WM Synergy
12:00 PM
11:15 AM
04/30/2024
Room: Woodland D Presenters: WM Synergy
WM Synergy
Lunch - Wed.
1:15 PM
12:00 PM
04/30/2024

Session 7b

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Auto Approval in XA
2:30 PM
1:15 PM
04/30/2024
Room: Woodland D Presenters: Rick Altenau, Guide
Frozen time fences, auto release PO and MO's and Req's. Touch on outside service auto release
Tagged: XA
Forms in XA
2:30 PM
1:15 PM
04/30/2024
Room: Fieldstone East Presenters: Carlos Vela, Guide Technologies
Carlos Vela, Guide Technologies
Tagged: XA
Inventory Transactions
2:30 PM
1:15 PM
04/30/2024
Room: Lapham 2 Presenters: Beth Jansen/Jim Payne (Rev Group)
All the inventory transactions…even the weird ones no one knows about.
Tagged: XA
Move from PowerLink to NetLink
2:30 PM
1:15 PM
04/30/2024
Room: Lapham 3 Presenters: Wayne Quigley - Cistech/McEleroy
Customer success story on migrating from PowerLink to NetLink.
Tagged: XA
Rules and Priorities
2:30 PM
1:15 PM
04/30/2024
Room: Fieldstone West Presenters: Julie Kienast - Cistech/Jeff Weitkamp - TriMin
COM Rules and Priorities - difference between E-fin, AM, IFM
Tagged: XA
Vendor Receipt Return Process
2:30 PM
1:15 PM
04/30/2024
Room: Lapham 1 Presenters: Dave Shipton - ISE
Inventory returns, RI - VR process, debit memos, PQ and reverse PQ, RD transaction.
Tagged: XA

Session 8

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API's and Workflows in ION
2:00 PM
1:15 PM
04/30/2024
Room: Fieldstone West Presenters: Barabara Bilgen / MJ-Hari Mangalam, Infor
Access APIs from with a document workflow. APIs can allow you to enrich your data, or provide other benefits from within the ION framework.
Tagged: LX
IBM 4
2:00 PM
1:15 PM
04/30/2024
Room: Woodland B
Tagged: IBM
LX : IDF Data Visualization
2:00 PM
1:15 PM
04/30/2024
Room: Hearthside Presenters: Virtutem and TriMin
Join the Infor team and see what’s available in the latest release of the Infor Development Framework (IDF) for LX. We will introduce you to the IDF, the standard LX business entities provided by IDF, and how this release provides additional modernization and personalization features to LX. This release will simplify your deployment of IDF and represents a major milestone in providing a comprehensive and powerful web based experience across your enterprise.
Tagged: LX
System 21 - 7
2:00 PM
1:15 PM
04/30/2024
Room: Woodland A Presenters: Cobwebb
Document Management
Tagged: SYSTEM 21

Session 9

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CPQ - Ask the Experts – Estimating, Quoting, Selling, Ordering – Where, When, How
3:00 PM
2:15 PM
04/30/2024
Room: Woodland B Presenters: Deb Lopez - Infor
Ask the Experts: Estimating, Quoting, Selling, Ordering - Where, When, How. Bring your questions, scenarios, requests related to ERP estimating, quoting, selling, and ordering this will be an open dialogue session.
Tagged: CPQ
How does IOS add to the LX user experience.
3:00 PM
2:15 PM
04/30/2024
Room: Hearthside Presenters: MJ-Hari Mangalam, Infor
Join this session to hear about the ways you can leverage this layer to add features and functions with low/no code that would be difficult to do any other way.
Tagged: LX
System 21 - 8
3:00 PM
2:15 PM
04/30/2024
Room: Woodland A Presenters: Mark Troth
IDF Connectors
Tagged: SYSTEM 21
Upgrading to 8.4.2
3:00 PM
2:15 PM
04/30/2024
Room: Lapham 4 Presenters: Virtutem and customer partner
User case study
Tagged: LX

Session 8a

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Continuous Improvement - customer session need title - defect/customer complaints in XA with EI
4:00 PM
2:45 PM
04/30/2024
Room: Fieldstone East Presenters: Wayne Quigley - Cistech/ Tony Donald (Customer)
Wayne and Tony - move to education day - Real world example of extending XA
Tagged: XA
Entities and Personal Accounts
4:00 PM
2:45 PM
04/30/2024
Room: Fieldstone West Presenters: Julie Kienast - Cistech
Allow one entity to view and pay another entity's invoices, across companies - vendor master, customer master and entities how do they work together, who owns what…contact info; company name changes = new entity???? Effect on open orders
Material Logistics
4:00 PM
2:45 PM
04/30/2024
Room: Lapham 2 Presenters: Rick Worley - Guide
Tagged: XA
Purchasing Requests
4:00 PM
2:45 PM
04/30/2024
Room: Lapham 1 Presenters: Dave Shipton - ISE
Approvals, forms, visibility, possible see with EI/OS workflow? Route at receiving
Tagged: XA
The Proper Care and Feeding of XA
4:00 PM
2:45 PM
04/30/2024
Room: Lapham 3 Presenters: Rick Altenau - Guide/Jeff Eaton - REV Group
Close and purge PO's and MO's, IMHIST purge, tools available to assist, declutter XA (NetLink tools, last used, maintenance history, user definitions, user clean up (unknown users) Re-org Master Files.
Tagged: XA
Vpi Scheduling
4:00 PM
2:45 PM
04/30/2024
Room: Woodland D Presenters: Harold Cavallaro - CavCo
Scheduling vs. Planning; capacity
Tagged: XA

Session 10

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Birst Analyitics
4:00 PM
3:15 PM
04/30/2024
Room: Woodland C Presenters: Pat Collette, Godlan
Tagged: BIRST
ECM (part 1)
4:00 PM
3:15 PM
04/30/2024
Room: Lapham 4 Presenters: Barabara Bilgen / Leena Patel
Electronic Commerce Manager (ECM) has been a part of the LX landscape since BCPS 6.0. It has evolved in to a "swiss army knife" of tools for integrations
IDF - Business Objects roundtable
4:00 PM
3:15 PM
04/30/2024
Room: Hearthside Presenters: Panel
Discussion with Infor product leadership around the creation of future IDF Business Objects. What use cases would be most helpful.
Tagged: LX
System 21 - 9
4:00 PM
3:15 PM
04/30/2024
Room: Woodland A Presenters: Ralph Owens
Tales from the Field
Tagged: SYSTEM 21
Customer Success Story VPi
5:00 PM
4:15 PM
04/30/2024
Room: Woodland D Presenters: Tony Donald - IMI
IDF - Information delivery
5:00 PM
4:15 PM
04/30/2024
Room: Woodland C Presenters: Phil Joseph, Infor
The Instagram, TikTok generation wants answers delivered through videos they can scroll through with their thumbs. To meet them halfway we are adding how-to videos to IDF Help. The infrastructure to do this will be shared by both Help and attachments, bringing new featuers to both. This session will share our vision and our progress on this active development project.

Session 11

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Advanced ECM (part 2)
5:00 PM
4:15 PM
04/30/2024
Room: Lapham 4 Presenters: Barabara Bilgen / Leena Patel
Continuation of session 204 - More about how ECM can be used in your environment, factors to consider in an ECM vs BOD/ION decision
Tagged: LX
Feedback from the customer?
5:00 PM
4:15 PM
04/30/2024
Room: Hearthside Presenters: Panel
This session is an opportunity to talk to Infor product management, developers and consultants to provide feedback on what would help you most if it were available in LX. You can provide feedback on all the differnt layers such as LX, IDF, and Webtop,
Tagged: LX
S21-10
5:00 PM
4:15 PM
04/30/2024
Room: Woodland A Presenters: System21 Team
Round Table
Tagged: SYSTEM 21

Session 9a

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Advanced Supply Chain Planning (Thru-Put)
5:00 PM
4:15 PM
04/30/2024
Room: Lapham 1 Presenters: Harold Cavallaro - CavCo
Infor Thru-Put provides leading edge capabilities in planning and scheduling to support a Capable to Promise environment. That means you can promise deliveries to your customer with extremely high confidence for products not even scheduled for production. Thru-Put also optimizes your due date performance across the board while reducing inventory, uncertainty and lead times. this session will show how all this can be accomplished.
F-9 1
5:00 PM
4:15 PM
04/30/2024
Room: Lapham 2
Tagged: XA
Office of Finance
5:00 PM
4:15 PM
04/30/2024
Room: Lapham 3 Presenters: Infor/TBA
IInfor provides many solutions for the Office of Finance, over and above the robust financial systems of each ERP. From advanced analysis, budgeting and forecasting provided by Infor Enterprise Performance Management (EPM), to active compliance monitoring provided by Infor Global Risk and Compliance, this session will describe the various options to properly manage your enterprise finance.
Tagged: XA
XA Net-Link - Making the Transition (Repeat from Tuesday)
5:00 PM
4:15 PM
04/30/2024
Room: Fieldstone East Presenters: Ross Freeman - Infor
In preparation for moving to Release 11, all of your users need to move to the IDF user interface - preferably Net-Link. Green screen is no longer available at Release 11, so a transition is required. This session will discuss successful strategies for shifting your users to the new user interface at Release 10, before moving to Release 11.
Tagged: XA
XA Release 11 - Materials Enhancements
5:00 PM
4:15 PM
04/30/2024
Room: Fieldstone West Presenters: Curt Mack - Infor
A detailed session demonstrating the new materials and scheduled issues/receipts enhancements in Release 11.
Tagged: XA

Wednesday - May 1st, 2024

Breakfast
8:00 AM
7:00 AM
05/01/2024
Infor Warehouse Management Roadmap
8:45 AM
8:00 AM
05/01/2024
Room: Lapham 2 Presenters: Jerry Beaston, David Koch, Infor
Many Infor IBM I customers are investing in the advanced capabilties of Infor Warehouse Management. This session will show the future roadmap that delivers even more capability
S21-11
8:45 AM
8:00 AM
05/01/2024
Room: Woodland A

Session 10a

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F-9 2
8:45 AM
8:00 AM
05/01/2024
Room: Lapham 3
Tagged: XA
PDM vs. EPDM (Repeat from Tuesday)
8:45 AM
8:00 AM
05/01/2024
Room: Woodland D Presenters: Scott Stackhouse - ISE
Why make the move to EPDM? - Implementation of EPDM tips and tricks
Tagged: XA
SQL views in real life (Repeat from Tuesday)
8:45 AM
8:00 AM
05/01/2024
Room: Lapham 1 Presenters: Nora Holland - TriMin
MRP with aggregations, Buyer Dashboard, Tools to empower your users, note how to stop runaway query.
Tagged: XA
XA Quality Management
8:45 AM
8:00 AM
05/01/2024
Room: Woodland C Presenters: Steve Smeiles - WM Synergy
XA has partnered with our sister ERP Visual to deliver a world class Quality Management System for XA. Combined with new Quality transactions in XA Release 11, customers can now deploy a world class quality system in an XA environment.
Tagged: XA
XA Release 11 - Pick/Pack/Ship and offline loads
8:45 AM
8:00 AM
05/01/2024
Room: Fieldstone West Presenters: Lesley Symington, Infor
A detailed session demonstrating the new pick, pack and ship enhancements in Release 11.
Tagged: XA

Session 12

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CPQ - Quoting & Ordering Options Explained for LX
8:45 AM
8:00 AM
05/01/2024
Room: Hearthside Presenters: Deb Lopez - Infor
Supporting "To-Order" requests in today's buyer-focused environment: Buyers and Sellers don't want more options; they want only what they want - and FAST! Find out ways to drive interest to conversation to contribute to the bottom line.
Infor Operating Services - Infor OS
8:45 AM
8:00 AM
05/01/2024
Room: Woodland B Presenters: Charles Hood, ISE
Infor OS provides a wide variety of value added services to your IBM i ERP. From the basic integration and user interface capabilities to workflow, alerting, and the basis for process automation, to mobile access and document repository, Infor OS can be the centerpiece of delivering additional business value for your enterprise.
IDF Update
9:45 AM
9:00 AM
05/01/2024
Room: Lapham 1 Presenters: Phil Joseph, Infor
The Infor Development Framework has become the standard for Infor's IBM i ERPs. In recognition of this, Infor is making a major investment in new user features, a major uplift to integration and upgraded Help and documentation -- all while modernizing the underlying servers. In short, this session will show how Infor is preparing the IDF for the 2030s and beyond.

Session 11a

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CPQ - Quoting & Ordering Options Explained - XA
9:45 AM
9:00 AM
05/01/2024
Room: Woodland D Presenters: Deb Lopez - Infor
Supporting "To-Order" requests in today's buyer-focused environment: Buyers and Sellers don't want more options; they want only what they want
Tagged: CPQ
Infor Localization Services and XA
9:45 AM
9:00 AM
05/01/2024
Room: Woodland C Presenters: Lesley Symington - Infor
Infor has deployed a set of services to support localization, and XA is moving to adopt this method to make localizations faster and better. Translation support is also improved at Release 11. This session will show how it works, and a roadmap around localizations to be delivered/updated.
Tagged: INFOR
Infor Warehouse Management - Advanced Capabilities
9:45 AM
9:00 AM
05/01/2024
Room: Lapham 2 Presenters: David Koch - Infor
WMS Advanced Capabilities - Carton/Pallet Optimization, Parcel Delivery Management, Own Fleet Management and more.
Tagged: INFOR
XA Fixed Assets - New Global Capability
9:45 AM
9:00 AM
05/01/2024
Room: Lapham 3 Presenters: Lesley Symington, Infor
XA has partnered with our sister ERP Infinium to bring a world class fixed assets solution to XA. This replaces the existing Financial Analysis application. This session will show the capability of the new system, and discuss implementation requirements.
Tagged: XA
XA Release 11 - Making the Transition - Overview
9:45 AM
9:00 AM
05/01/2024
Room: Fieldstone West Presenters: Ross Freeman - Infor
Every customer needs to make plans around upgrading to Release 11 at some point. This session will provide recommendations on getting the plan put together.
Tagged: XA

Session 13

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AI
9:45 AM
9:00 AM
05/01/2024
Room: Woodland B Presenters: Infor/TBA
Infor has delivered the capability for Artifical Intelligence - but what can you do with it? Well, that depends on what you need. Infor has built a group of data scientists who can match your systems to the AI capability of the Infor suite. Examples like Forecasting, process automation and others will be shown. Bring your wish list to the experts and let's see what can be done.
Tagged: INFOR
IDM session
9:45 AM
9:00 AM
05/01/2024
Room: Hearthside Presenters: Phil Catlin
Hear from an LX Customer how they have implementd Infor Document Management into their SiW environment, and use it for more!
Tagged: LX
System 21 - 12
9:45 AM
9:00 AM
05/01/2024
Room: Woodland A
Tagged: SYSTEM 21

Session 14

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Cloud
10:45 AM
10:00 AM
05/01/2024
Room: Woodland B Presenters: Chris Hillock - Infor
LX, XA and System21 are deployed in the cloud, and many of your peers have gone into the cloud. If you are not sure what that means and why it could be worth considering - attend this session. Infor will explain the what, the why and the how of the IBM i cloud.
Tagged: INFOR
Interform and Form Pack
10:45 AM
10:00 AM
05/01/2024
Pre-packaged, customizable InterFormNG2 templates of the mostly commonly used XA forms
LX User Group Wrap-up Session
10:45 AM
10:00 AM
05/01/2024
Room: Hearthside Presenters: LX User Group Board
What worked, what didn't and what should we do next year.
Tagged: LX
System 21- 13
10:45 AM
10:00 AM
05/01/2024
Room: Woodland A
Tagged: SYSTEM 21

Session 13a

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Chat with XA (Ross, Robert & teams)
11:45 AM
11:00 AM
05/01/2024
Room: Lake Country Ballroom Presenters: Ross Freeman, Robert Russel
Tagged: XA

Session 15

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Managed Services for Infor Applications and IBM I OS
11:45 AM
11:00 AM
05/01/2024
Room: Woodland B Presenters: David Zoretic - Infor
Managed Services for Infor Applications and IBM i Operating System Support and Management. Current Trends and Challenges, Complexity and Integration, Performance Management. See the benefits of Managed Services including Case Studies.
Tagged: INFOR
System 21 - 14
11:45 AM
11:00 AM
05/01/2024
Room: Woodland A
Tagged: SYSTEM 21

Monday - September 23rd, 2024

Welcome Reception & Solution Fair Opening
9:00 PM
5:00 PM
09/23/2024
Please join us for a Welcome reception in the Solution Fair and take the opportunity to visit with the Sponsors of inPower 2024

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