CORECON25 Agenda
Continental Breakfast
Welcome
Welcome and introduction of the team.
State of CORE V
Jon will provide the current state of RPC and showcase COREV, the next generation of CORE. During his presentation Jon will also review the CORE development roadmap and outline what dealers can expect over the medium and long term
Vendor Pricing
Order Accuracy Tools:
• Smart Quote Features
• Contract Pricing
• Acknowledgements by Vendor
• EDI Invoices
Service: Work Orders
Create and generate a work order including but not limited to:
• Trucks, Type and Dates
• Progress and Issues Tab
• Resolution and Closing
• New: Mark as Printed is HERE!
Accounting
CORE V -- GL and Admin Console
• CORE V Accounting Overview
• Saved Search and Finder Screens
• New to CORE V outside of the Accounting Menu
• Using Order Detail for Accounting
• Quick overview of JEs
See the new CORE V features and how to use the new friendly Web-Based Accounting and "things to know."
Lab
Vendor Procurement & ASN
Enhancement Overview:
• Ack Status
• Shipping Details
• Advanced Shipment Notifications
• Vendor File Cabinet
Service: Master Scheduler
Work order Calendar and Scheduler with Resource Scheduler in action. Features include, but not limited to:
• Drag Drop
• Color Coding
• Assigning Work
• Calendar Feature
Accounting: A/R
Joanne and Maree will showcase the Web-Based AR features including but not limited to
• Orders Ready to Generate Screen
• Attachments and how they work
• Who gets the invoice & preference
• Dig into the order file cabinet
• Contacts
• Cash Receipts with Fees
• Approval Feature
Lab
Lunch
Sales Project
Project Setup and Use:
• Requirements | Permissions | Preferences
• Syncing Custom Fields with Order Fields
• Integration with Service Requests
• Project Resources
Service: SMS Texting
Consumer of SMS Text is two-fold:
• Clients SMS Text and Set-up
• Field Officers SMS Text and Set-up
• Messaging
• Configurationand Color Coding
Accounting: A/R
Come see the CORECollector!
• Job Schedule Auto Statements are Here
• Send out auto collection notices
• A/R notes and Reporting
Lab
Sales Project
Project Setup and Use Continued:
• Project Creation Options
• Find Project
• Project File Cabinet
• Lock Project
• Reporting and Dashboards
Service: MOSS
MOSS in action including big hit features like:
• Data Syncing
• Issue Resolution
• Various places to create and resolve punch
• Today’s delivery and proof of delivery
Accounting: A/P
The basics. New CAF Screen, and how to use the calculate button, debits and credits and defaults.
• AP Voucher Screen Multi-purpose
• Upload Voucher Format / Copy / Vendor deposit write-off
Lab
Sales Order & Proposals
Overview of Enhanced Header Fields and Tabs
• Tool Bar Icons
• Customer PO Master and Project Fields
• Time Entry Lock
• Custom Fields
• Summary Tab Enhancements
• Order Issues Tab
CRM Overview & Admin
Overview of CORE CRM including:
• New Look and Feel
• Customized Layout
• Color coding
• File Cabinets
• Window Preferences, Custom Fields and Financial Settings
Accounting: A/P
Print Check / Vendor Set-up Remittance / WIP
• Remittance & Printing Group
• Adjust WIP Set up and Feature
• Clean-up WIP
• Order Zero.
Lab
Sales Order & Proposals
Overview of Enhanced Line Item Features:
• Saved Layouts
• Order Detail Actions and Toolbar Icons
• Proposal Template
• Versioning and Distribution
CRM in Action
CRM Enhancements galore with:
• Projects
• Syncing
• Dashboards and Notebooks
• And Master Customer PO Master
Tips & Tricks
• Dashboards
• Double Click
• Dates
• Reporting using Search Layouts
• Much More...
Lab
Day 2: Thursday October 23rd, 2025
At MORGAN Manufacturing
Continental Breakfast
Customer Master Enhancements
Preferences and Fields
• Deposit Default %
• Contact Locations
• Proposal Template Defaults
• Customer PO Master Setup and Use
• Customer File Cabinet
Administration
User set-up and Supervisors vs. Managers. Custom Forms and Email Templates. Troubleshooting Email with Find Emails. Window Preferences Best Practices.
Accounting
Commissions
• Administration and set up
• Calculation, Pay and Report
• Defaults and Splits
• Best Practices
Lab
Sales Punch
Punch Visibility and Resolutions:
• Order Issues Tab
• Punch Application Methods
• Find Punch Features
• Punch Resolution
Administration
EDI and Web Service Troubleshooting
• Inactive Accounts
• Change in PW on Portal
• How to Fix
• System Rules and Common Mistakes
Accounting
• Bank Rec Best Practice
• Batching and Edit Batch in CR
• Entering Vendor Credits
• Refunds of Deposits (Vendor and Customer)
Lab
IMS: Set-up and Getting Started
Setup and Using CORE IMS Feature
• Average Cost vs. Current Cost
• Easy Automated Item Masters with Loaners and AIM
• File Cabinet with IMS
• Make Stock Repurchase
• Reservations& Carts (….to be continued)
API Keys
Included in these sessions will be a look at:
• API Keys & How To?
• Various Key options
• Support& Pricing
Accounting
Review of how to set-up:
• Job Schedules Options
• Window Preferences
• Tax Set Up (2 Steps)
• OPC Set Up and Mapping
• System Rule Troubleshooting
Lab
IMS: Deep Dive
Learn how you can use IMS more fluidly:
• Default warehouses
• Cartons, Partials and Split Carton
• Receiving and Transit Receiving
• Pick, Ship and Mark as Printed with Color Coding
• Back Order
AI & CORE
In this session we plan to have an open forum to discuss AI in CORE. Bring your ideas, we are standing ready to listen. We would love to hear your thoughts on:
• Automated Tasks
• Data Mining
• Efficiency Automation
Don’t miss out and Work with the Experts!
Accounting
We will present the SME Favorite dashboards related to all things accounting.
• KPI, Deposit Requested / Received.
• Backlog
• New Salesforce and Exception Reporting
• Job vs. GL Cost make sense of it all
Lab
Lunch
IMS: Receiving Cont. With Barcoding
Barcoding in action upon receiving:
• Set-up
• How to and barcoding in action
Integrations Demonstration
EmpactIT will be back to discuss current integrations they have worked on in last 18 months and show users what is possible with our partnership.
Accounting
See PDF Extract in action and EDI Vendor Invoices to streamline yourCost Approval functions. It is automated cost approval you don’t want to miss this one.
Lab
Customer Portal
Relocated the Customer Portal to the actual order. See how to use it:
• Set-up
• Sharing Documents
• Suppressing and sharing visibility
• Dashboard Set-up
Time Entry
Setup and Entry Enhancements:
• Job Activity Options
• Pay Schedule Management
• Add to Order Options
• Reducing Line Item Values with Grouped Time to Order
• Reporting Options
Technology Town Hall
Open forum to discuss technology. This is techy so bring your IT Department for everything you need to know about the technology that makes CORE the best in the industry.
Lab
Closing Remarks
Thank you for joining us. Safe travels!