The full conference agenda is listed below. To view classes for your platform only, please click 'Filter By Track'.

  • C/S = Datacor ERP C/S
  • CRM = Datacor CRM
  • FS = Format Solutions
  • TA = TrackAbout
  • VB = Datacor ERP VB

Note: Classes with an asterisk* will be offered twice during the conference giving you more flexibility when choosing your classes.

If you are not sure of your product/platform, please contact interaxions@datacor.com.

Track Time Session Type Name Description Location Name
Monday, May 15, 2023
 3:30 PM - 8:00 PM Registration Packet Pick-Up

Check-in and registration packet pick-up.

5th Floor
 6:00 PM - 9:00 PM Interaxions 2023 Welcome Party

Get the week started in style with the official Interaxions 2023 Welcome Party! Join us Monday evening for some hors d’oeuvres and drinks to kick off the conference at the Philadelphia Marriott Downtown. This is a perfect place to get reacquainted with old friends and make some new ones!

5th Floor
Tuesday, May 16, 2023
 6:45 AM - 8:30 AM Breakfast Salon H
 7:30 AM - 8:30 AM Registration Packet Pick-Up

Check-in and registration packet pick-up.

5th Floor
 8:30 AM - 9:00 AM Interaxions 2023 Kick-Off

Join us as we kick off Interaxions 2023! Datacor president Tom Jackson will share his annual "State of Datacor" presentation and we'll go over some general housekeeping items for the conference.

Salon E
FS9:10 AM - 9:45 AMSeminar101 Datacor & Format Solutions, Better TogetherFormat Solutions, long-time leaders in providing software to the Feed & Petfood Industries are now part of Datacor, themselves leaders in the provision of technology solutions to the process manufacturing industry. This session will look at the synergy of the two companies & the benefits this brings for you.MR 403
CRM9:10 AM - 10:30 AMSeminar101 Breaking News I

The opening sessions will feature a review and demonstration of new enhancements and functionality in Datacor CRM.

Salon I
C/S9:10 AM - 10:30 AMSeminar101 What’s New & Top Ten Requests Part IThis opening session features highlights and demonstrations of new development and enhancements completed throughout the year. The class also focuses on Top Ten items submitted by attendees, discussing potential solutions addressing these items and encouraging participation by attendees regarding their current practices.Salon B
TA9:10 AM - 10:30 AMSeminar101 TrackAbout Welcome Session

The opening session will provide attendees an overview of new and upcoming features in TrackAbout. TrackAbout CEO, Tim Fusco, will highlight innovations made in the software since the latest TrackAplooza user group in 2019.

MR 401
VB9:10 AM - 10:50 AMSeminar101 Datacor ERP .NET Opening Session - Datacor Product RoadmapThe opening session will provide all Datacor ERP .NET attendees an opportunity to learn about new and upcoming features in Datacor ERP .NET as well as in the extended Datacor product family that the ERP integrates with.Salon E
FS9:45 AM - 10:30 AMSeminar102 Upcoming Release & Future PlansFormat Solutions Portfolio: a detailed look at upcoming release & future plans. Our commitment to the ongoing development of all our products remains as strong as ever. Get an early insight into forthcoming releases & the roadmap for our products.MR 403
CRM10:40 AM - 12:00 PMSeminar102 Breaking News II

The opening sessions will feature a review and demonstration of new enhancements and functionality in Datacor CRM.

Salon I
C/S10:40 AM - 12:00 PMSeminar102 What’s New & Top Ten Requests Part IIThis session is a continuation of What’s New and Top Ten Requests Part I. The class features highlights and demonstrations of new development and enhancements completed throughout the year. The class also focuses on Top Ten items submitted by attendees, discussing potential solutions addressing these items and encouraging participation by attendees regarding their current practices.Salon B
FS10:40 AM - 12:00 PMSeminar103 Seminar: Moving Beyond Least Cost Formulation to Enable a Sustainable Animal Protein Value Chain

The world around us has experienced phenomenal upheaval in recent times, having direct impacts on our industry & individual businesses. Understanding those challenges is key to remaining resilient & turning them into opportunities.

MR 403
TA10:40 AM - 12:00 PMForum102 What’s Next in 2023 and 2024 – TrackAbout Product Roadmap  

This session will focus on TrackAbout’s Product Roadmap for 2023 and into 2024.. It will also include an open discussion about future features and functionalities in the software.

MR 401
VB11:00 AM - 12:00 PMForum102 Chemical Distributors Forum

A large number of Datacor ERP usage is by “factory pack” distributors. For these companies, the relationship with the suppliers they represent is just as critical as the relationship with the customers they sell to. As such, distributors have somewhat different purchasing, reporting and analysis requirements than other Datacor ERP users. This session will provide an opportunity to focus on the needs of distributors and discuss how different Datacor ERP users have managed the dealt with the unique requirements of this segment of the industry

Salon E
VB11:00 AM - 12:00 PMWorkshop104 Analyzing Datacor ERP Data Using MS Power BI

This session will provide a hands-on introduction to Microsoft’s Business Intelligence (BI) offering. Using a workshop format, you’ll have an opportunity to experience how this tool can be used to rapidly develop analytics from Datacor ERP data.

Salon D
VB11:00 AM - 12:00 PMGroup Discussion103 Datacor MES Success Stories

Learn how Datacor MES enables the manufacturing enterprise to execute & control manufacturing processes and identify & eliminate waste from all aspects of manufacturing. In this session, we’ll cover how Datacor MES enables you to gain visibility and control over the shop floor. Discover first hand how a customer uses MES to streamline operations beyond the shop floor, driving efficiencies in the lab, warehouse, and customer service.

Salon F
 12:00 PM - 1:05 PM Lunch Salon H
CRM1:15 PM - 2:15 PMSeminar103 Analyzing & Updating Pricing through Price Sheets

A Price Sheet is a comprehensive worksheet that is used to analyze and maintain detailed product pricing information for a specific customer or prospect. It can also be used to send a price change directly to Datacor ERP, once approved by a manager. Are you ready to learn more about price sheets and the tools that can be used to review and analyze pricing in Datacor CRM?

Topics include:

  • Price Book
  • Customer Pricing
  • Margin Views
  • Price History
  • Price Sheet Setup Options
  • Price Worksheets
  • Price Changes
  • Approval Process
  • Price Sheets & Datacor ERP
Salon I
CRM1:15 PM - 2:15 PMWorkshop104 Exploring Data Reporting OptionsSurvey the wide variety of software services and apps that work together to let people create and share business insights in a way that serves them most effectively. In this hands‐on workshop, we’ll learn how to use common reporting tools to build custom reports and dashboards to help transform and understand your data. Due to the workshop format, seating is limited, so be sure to sign up early for this one.Salon J
C/S1:15 PM - 2:15 PMSeminar103 What’s New & Top Ten Requests Part IIIThis session is a continuation of What’s New and Top Ten Requests Parts I and II. The class features highlights and demonstrations of new development and enhancements completed throughout the year. The class also focuses on Top Ten items submitted by attendees, discussing potential solutions addressing these items and encouraging participation by attendees regarding their current practices.Salon B
FS1:15 PM - 2:15 PMSeminar105 What's New in Feed Mill ManagerDuring this session we'll outline the new & updated features that have been added in Feed Mill Manager over the last few years. Pick up tips & tricks on how to speed up your daily processes. Introduction into the new Panatrack integration with Feed Mill Manager which provides users with the ability to use a full warehouse management system.MR 402
FS1:15 PM - 2:15 PMSeminar104 Improving Strategic Ingredient Planning with FormulationLearn more about how to get the most from formulation software to improve your ingredient positions in the face of volatile markets.MR 403
TA1:15 PM - 2:15 PMForum103 New Features and Updates 

This session is a high-level review of new features and updates released in TrackAbout from 2020 to 2022. A discussion regarding advances in scanning devices will be included.

MR 401
VB1:15 PM - 2:15 PMSeminar106 Kickstart Your Lean Manufacturing Transformation with Datacor MES

Calling all manufacturers! If you’re still printing paper batch tickets and manually posting batch receipts, learn how Datacor Manufacturing Execution System (MES) can transform your shop floor. In this session, you’ll learn how to kickstart your lean manufacturing journey by leveraging Datacor MES to improve inventory accuracy, quality, and performance. We’ll discuss how you can begin to digitalize production operations today and put your plant on a path toward automation and improved efficiency.

Salon F
VB1:15 PM - 2:15 PMForum105 Accounting Forum

This session will focus on topics specific to the AP, AR and GL modules in Datacor ERP .NET.

Salon E
VB1:15 PM - 2:15 PMSeminar107 Datacor Formulation & Regulatory Control

Join us for an informational session to review forthcoming formulation and regulatory controls. We will discuss a review of 2023 regulatory topics, international regulatory considerations for your business, Datacor regulatory product roadmap and timelines, formulation and regulatory control demonstration, and limited availability candidate requirements.

Salon A
CRM2:25 PM - 3:25 PMSeminar105 CRM Administration

Find the answers to a variety of everyday CRM Administration related questions. For example, How do I…

  • Manage users that have retired or left the company?
  • Address customer codes that have been renumbered in Datacor ERP?
  • Update the list of recipients for the contact change notification email?
  • Review all user permissions at once?
  • Give a user access to an account that is not theirs?
  • See what my sales agent user sees?
  • Change a password?
  • Review user activity?
  • Track potential suppliers?
Salon K
CRM2:25 PM - 3:25 PMSeminar106 Maintaining your Sales Pipeline through Opportunities

CRM opportunities are an important part of the sales tracking process. They capture valuable details about sales leads, such as the company, products, expected revenue and profit, the stage within the sales process, communications, and other information associated with potential business.

Join us to learn more about:

  • Creating and Updating Opportunities
  • Customizing Opportunities
  • Tracking Samples & Quotes
  • Pipeline Analysis
Salon I
C/S2:25 PM - 3:25 PMWorkshop105 Catching Up with C/S*

Are you intrigued with some of the new C/S features you heard about in the What’s New classes? Are you eager to experiment with functionality new to you and/or included in the latest release of C/S? This class provides an opportunity for you to get hands-on exposure to some of the new features, allowing you to review and evaluate how they can enhance your business practices.

Salon L
C/S2:25 PM - 3:25 PMSeminar104 G/L Account Management & ReconciliationFocusing on G/L account posting and financial reconciliation, this class addresses ways you can control and manage your general ledger. Learn about tools you can use to define custom mapping rules, based on your dynamically selected fields, for Invoices, Outbound Costs, and Miscellaneous Descriptions. In addition, learn how you can configure the system to secure access to G/L accounts for selected users, as well as define fixed and variable allocation accounts. Recommended procedures for end-of-month processing as well as techniques to review and manage your general ledger are also addressed along with tips for financial reconciliation.Salon B
FS2:25 PM - 3:25 PMWorkshop106 Forecasting Using Multi-Formula Optimization Tools

Practical exercises to hone your skills on optimizing forward planning & ingredient purchasing evaluation with formulation.

Salon J
FS2:25 PM - 3:25 PMSeminar107 Using Dynamic GP's Latest FeaturesThis seminar will include Dynamic GP's newest features along with Tips, Tricks & Best Practices for a smoother, more accurate Month & Year End as well as additional Financial Software Insights.MR 402
TA2:25 PM - 3:25 PMSeminar104 TrackAbout Best Practices  (Part 1 of 2)

In this session, we’ll review best practices to help you get the most out of TrackAbout, from application setup and distribution on the server, to system configuration, user interface options and data entry. You’ll learn at least one or two methods that you can use immediately upon returning to your office. This session will serve as a preview of topics covered across the various course offerings at Interaxions.

  • Empty Product Codes
  • Product Code Generation
  • Barcode Recommendations (Checksums and Validation Patterns)
  • Key Fields
  • Avoiding Collisions
  • Asset Families
  • Rack Filling
  • Delivery with Order Integration with Truck Load
  • Requiring Known Assets
  • Email Delivery Receipts
  • Blocking Assets
MR 401
VB2:25 PM - 3:25 PMSeminar109 Sales Analysis

Datacor ERP .NET offers a large number of reports, inquiries and portals which allow for the analysis of sales and profit data. The available options range from detailed transaction reports to summaries by month, month range or year, with a nearly endless number of subtotaling choices. This seminar will compare and contrast the various programs on the Invoicing and Sales Analysis menus to help you determine which are best matched to meet various sets of requirements. We will also explain the system custom options which affect sales and profit reporting and explore options for entering forecast/budget figures and analyzing them versus actual sales.

Salon E
VB2:25 PM - 3:25 PMWorkshop111 Datacor ERP .NET Data Analysis & Reporting

Many of Datacor ERP report screens have been re-engineered and released in Datacor ERP .NET. This workshop will also take an in-depth look at the options available in the Datacor ERP .NET report screens. Both the filtering and sorting options have been expanded to include almost any possible field directly related to the data being analyzed, and the built-in Datasheet tab allows for quick tabular analysis without the process of previewing and exporting to some other application. Outside of the reports, Datacor ERP .NET has an abundance of native data analysis options available in the portals that this workshop will explore in full, including grouping and totaling and custom calculated columns.

Salon D
VB2:25 PM - 3:25 PMGroup Discussion110 Supply Chain Roundtable

An open discussion regarding supply chain challenges and opportunities. How did the 2021 global supply chain crisis impact your business? What trends do you anticipate moving forward? Learn how your peers have risen to the same challenges you face, and how they’ve addressed them through people, process, & technology.

Salon F
VB2:25 PM - 3:25 PMSeminar108 Rapid Order Entry

If you’re like most of our customers, the vast majority of Purchase Orders come to you in the form of PDFs attached to emails. This seminar will introduce a new Datacor offering  which automatically pulls data from these PDFs and uses it to build a sales order on the Datacor ERP Order Entry (OE1) screen. The PO is then automatically saved as an attachment to the sales order.  We call our approach “Rapid Order Entry” because it greatly speeds up the entry of data while leaving the CSR in control to make decisions, such as product substitution, price overrides or special notes. It also insures that data is transferred accurately from the Purchase Order and reduces the time need to send a confirmation back to your customer.

Salon A
FS3:30 PM - 4:00 PMSeminar108 One-on-One Formulation Support Sessions - Slot 1

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 5 companies per 30-minute time slot.

MR 403
VB3:30 PM - 4:00 PMSeminar115 One-on-One Support Sessions - Slot 1

This session is designed to provide attendees the opportunity to spend additional time with team members. This will be your chance to try out the newest features and have your specific company issues answered. We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you would like to discuss. In the past, this class has proven to be one of the most anticipated sessions of the conference. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 15 companies per 30-minute time slot.

Salon F
C/S3:30 PM - 4:30 PMWorkshop107 Diagnostic Session*This lab session provides an interactive, hands-on opportunity for you to review the newest features of C/S. This session also provides an opportunity for you to spend some time with the C/S Team discussing your specific company issues. Bring your questions and have them answered in a personalized setting. In the past, this class has proven to be one of the most anticipated sessions of the conference.Salon L
C/S3:30 PM - 4:30 PMSeminar106 Automating the 3-Way Match Process with A/P Invoice AutomationDatacor A/P Invoice Automation saves you time, money, and frustration by automating supplier invoice matching, approvals, and voucher posting activities. Eliminate waste in your Accounts Payable process, automate the 3-way match, and reduce the time to route and approve invoices as you gain control of your Accounts Payable process. See a demonstration of Datacor A/P Invoice Automation, which includes invoice management through one central location, one-click approval routing, and an intuitive dashboard for exception handling, and provides benefits through improvements in the areas of invoice management, approval routing, purchase order matching, exception reporting, and paperless initiatives. If your Accounting team currently spends a lot of time manually matching invoices and posting vouchers, or chasing down invoice approvals, take this class to learn more about Datacor A/P Invoice Automation.Salon B
CRM3:30 PM - 5:00 PMSeminar107 Face 2 Face Datacor CRMMeet personally with members of the CRM team to discuss any questions you may have about Datacor CRM products. You are encouraged to bring your laptop or tablet device. This session is open to all attendees. We welcome current users, and those that may be interested in learning more about CRM capabilities and benefits.Salon I
FS3:30 PM - 5:00 PMSeminar109 Greater Utilization of Pennent Mill ManagerThe Format Solutions team will share with you the latest in Pennent Mill Manager & how it can help you gain further insight into the state of your business along with Tips, Tricks & Best Practices.MR 402
TA3:30 PM - 5:00 PMSeminar105 TrackAbout Best Practices  (Part 2 of 2)

In this session, we’ll review best practices to help you get the most out of TrackAbout, from application setup and distribution on the server, to system configuration, user interface options and data entry. You’ll learn at least one or two methods that you can use immediately upon returning to your office. This session will serve as a preview of topics covered across the various course offerings at Interaxions.

  • Empty Product Codes
  • Product Code Generation
  • Barcode Recommendations (Checksums and Validation Patterns)
  • Key Fields
  • Avoiding Collisions
  • Asset Families
  • Rack Filling
  • Delivery with Order Integration with Truck Load
  • Requiring Known Assets
  • Email Delivery Receipts
  • Blocking Assets
MR 401
VB3:30 PM - 5:00 PMGroup Discussion113 Accounting Roundtable

Come ready to share your experiences and lessons learned performing accounting/financial functions within Datacor ERP. This roundtable discussion sets the stage to hear from others on their experiences and lessons learned. You can provide impact by sharing your own knowledge for the benefit of others. We’ll look to focus on topics such as: capturing landed costs, cash forecasting, bank reconciliation, line of business reporting, factoring, capital projects and reporting.

Salon E
VB3:30 PM - 5:00 PMWorkshop114 Customizing Datacor ERP .NET Screens

Datacor ERP .NET includes a vast array of options and features which allow users to change the appearance of the portals and of Datacor ERP data entry screens. Some of these are cosmetic, such as screen colors and column layouts. Others, such as custom menus, favorites, custom help guides and Spanish language support, can greatly aid in productivity. Using the “Customize” button in Datacor ERP .NET, you can move and resize fields, turn text boxes into drop down lists, add your own validation rules, and even add your own fields to screens. This workshop will allow you to explore both basic and advanced features and present a hands-on opportunity to learn about and practice using these features in the Datacor ERP .NET interface.

Salon D
VB3:30 PM - 5:00 PMSeminar112 Batch Production Scheduling

Datacor’s Resource Planning capabilities provide robust tools to help you make decisions based on the purchasing and manufacturing suggested planned orders. In this seminar we will cover topics ranging from the importance of management commitment to Resource Planning, to the overall value it can provide, and how to use various Datacor functionality including Forecasting, MRP and Batch Production Scheduling.

Salon A
 3:30 PM - 5:15 PM Constitutional Walking Tour of Philadelphia

Since Philadelphia is best seen by foot, The Constitutional Walking Tour of Philadelphia is the best way to explore America’s Birthplace, taking you behind the scenes where other tours cannot venture.

The 75 minute walking journey provides a primary overview of the Independence National Historical Park area and visits more than 20 of the most historic sites in America’s Birthplace including the Liberty Bell,  Independence Hall, Franklin Court, Betsy Ross House and the National Constitution Center. For the tour map and full list of sites, click here.

Check-in begins at 3:30 PM in Philadelphia Marriott Downtown Lobby and will depart promptly at 3:45 PM.

Hotel Main Lobby
FS4:00 PM - 4:30 PMSeminar108 One-on-One Formulation Support Sessions - Slot 2

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 5 companies per 30-minute time slot.

MR 403
VB4:00 PM - 4:30 PMSeminar115 One-on-One Support Sessions - Slot 2

This session is designed to provide attendees the opportunity to spend additional time with team members. This will be your chance to try out the newest features and have your specific company issues answered. We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you would like to discuss. In the past, this class has proven to be one of the most anticipated sessions of the conference. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 15 companies per 30-minute time slot.

Salon F
FS4:30 PM - 5:00 PMSeminar108 One-on-One Formulation Support Sessions - Slot 3

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 5 companies per 30-minute time slot.

MR 403
VB4:30 PM - 5:00 PMSeminar115 One-on-One Support Sessions - Slot 3

This session is designed to provide attendees the opportunity to spend additional time with team members. This will be your chance to try out the newest features and have your specific company issues answered. We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you would like to discuss. In the past, this class has proven to be one of the most anticipated sessions of the conference. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 15 companies per 30-minute time slot.

Salon F
Wednesday, May 17, 2023
 6:45 AM - 8:30 AM Breakfast Salon H
CRM8:30 AM - 9:30 AMSeminar202 Bits & Pieces

A deeper dive into a selection of features curated by the CRM team will be covered. There will be something interesting for everyone to learn. Expect this class to move very quickly!

Salon I
CRM8:30 AM - 9:30 AMSeminar201 Introduction to Datacor CRM

Today’s fast‐paced business environment requires an effective means to communicate and exchange information quickly and efficiently. Our unique and advanced solution is Datacor CRM, a state‐of‐the‐art web application for customers, customer service, and your management and sales teams. It is specially designed for your industry and constructed with the most current and reliable Internet technologies to ensure that the key elements of eBusiness are satisfied.

This course is intended for those that may be less familiar with Datacor CRM:

  • Setup and Installation
  • Data Synchronization
  • Sales Force Automation
  • Notes, Tasks, & Opportunities
  • Prospect Tracking
  • Scheduling
  • Datacor ERP Integration
Salon K
C/S8:30 AM - 9:30 AMWorkshop203 Crystal Reports for Beginners

Crystal Reports is a high performance tool that allows you to access, analyze, and report on data in your C/S database, formatting the results in customized, easy-to-read layouts. Crystal Reports is used by C/S for standard reports and documents, so you can use Crystal Reports to create custom versions of our standards. Take this workshop to learn how to create your own reports as well as customize standard reports and documents. While the first part of the class explains the fundamentals concepts of Crystal Reports, the remaining segment allows you to walk through an exercise, gaining valuable hands on experience.

Salon L
C/S8:30 AM - 9:30 AMSeminar202 Financial Reporting & Expense ManagementFinancial reporting, as well as management and control of expenses, are fundamental to your business success so this class addresses both. Leverage tools tied directly to the general ledger within C/S to generate, review, and analyze actual and budget balances in a highly customizable fashion. Learn the concepts behind the Financial Report Writer as well as tips and tricks for efficient and effective financial report generation. Learn about existing functionality and recent enhancements that allow you to easily build canned financial reports in Excel. In addition, with the goal of helping you better manage and report on project expenditures, Authorization for Expenditure (AFE) and Project accounting are also discussed, which includes transaction processing as well as features for capturing, reporting, and controlling project expenditures.Salon C
C/S8:30 AM - 9:30 AMSeminar201 MRP Overview & ForumAlthough you may be making wise inventory-related decisions now, why not enhance those decisions with MRP suggestions based on existing supply and demand? Using information in C/S, MRP automatically generates suggested Purchase Orders, Batch Tickets, and Warehouse Transfers for your review. Whether you’re new to MRP or an advanced user, this class is for you. Take this class to learn about existing and new MRP functionality in C/S and how you can reap the benefits. Following this overview, we’d like to hear from you as we open the floor for discussions and an exchange of ideas related to MRP functionality. Discuss issues you face, as well as hear from others about their situations. Share your experiences and let us know about additional features that would help you manage your inventory more effectively with MRP in C/S.Salon B
FS8:30 AM - 9:30 AMSeminar201 Your Data is Your Business - How to Protect ItData Security: Protecting your Business Critical Data & Building a Culture of SecurityMR 403
TA8:30 AM - 9:30 AMForum201 TAMobile 7 (iOS/Android) Forum  

Many new features and functionalities are released by TrackAbout each year. We know it’s hard to keep up with all the changes, so we designed this session to review what’s available in TAMobile 7 for Android and iOS with a focus on some of the most beneficial features available. Important features include:

  • Linking Actions
  • Find Inventory
  • Adding Orders
  • POD Complaint Process
  • Branch Transfer Send/Receive
  • Palletization on TAM7
  • Delivering Hardgoods
  • Gas Analysis
MR 401
VB8:30 AM - 9:30 AMForum201 Customer Service Forum

This session will focus on topics specific to the Order Entry, Invoicing, Pricing and Sales Analysis modules in Datacor ERP .NET.

Salon A
VB8:30 AM - 9:30 AMGroup Discussion203 Manufacturing Roundtable

New this year, Datacor has added a more flexible mechanism for distributing shipping documents, such as Bills of Lading, Certificates of Analysis and Safety Data Sheets.  We have also added a “Rapid Attachment” button to many of the ERP screens to allow PDFs that you receive via email to be attached to a transaction or master table entity.

Salon F
VB8:30 AM - 9:30 AMWorkshop204 Customizing Datacor ERP .NET Reports in MS Access (Part 1 of 2)

In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and custom Datacor ERP .NET reports. This workshop will show you how to customize any of these reports as well as use them as a starting point to create your own specialized versions. We will also show you the correct way to save and publish these reports so that they can be backed up and made available to your users. (Offered as an expanded 2-hour session)

Salon D
VB8:30 AM - 9:30 AMSeminar202 Document Management

This seminar will explore the features available for the storage and distribution of documents in Datacor ERP .NET. We will look at the interfaces available for linking documents to Datacor ERP data, and options for automatically creating documents and linking them to various types of Datacor ERP transactions.

Salon E
CRM9:40 AM - 10:40 AMSeminar203 Configuring CRM through System Options

Datacor CRM includes hundreds of system level options that control the behavior of the application to suit your specific business needs. We will review some of the more popular settings and discuss how they can impact your business:

  • Security
  • Order Processing
  • Lots
  • Alerts
  • Save Warnings
  • Purchase Orders
  • Administrator User Switch
  • Inactive Items
  • Mandatory Fields
  • And More!
Salon K
CRM9:40 AM - 10:40 AMSeminar204 From Prospect to Customer

Build lasting and better business relationships using Datacor CRM. In this session, we will examine the full cycle of managing a prospect from initial contact to when they become a valued buying customer:

  • Importing Contacts & Email from Outlook
  • Managing Prospect Activity
  • Processing a Sample Request
  • Creating a Business Opportunity
  • Sending Price Quotes
  • Placing the First Order
  • Converting the Prospect to a Customer
  • Generating Mailing Lists for Follow Up & Marketing
Salon I
C/S9:40 AM - 10:40 AMSeminar205 Streamline A/P Payments with Datacor ePaymentsStreamline your A/P payments into one intelligent workflow and realize the benefits of the ePayments solution provided by Datacor ERP C/S in partnership with Corpay by increasing payment efficiencies, eliminating paper-check payments, generating revenue through rebates, and reducing A/P costs. Consolidate your processes for all payment types and submit all payments with the click of a button in C/S. Security and safety are ensured as sensitive information, payments, and risk are handled by Corpay. Gain control and visibility of payments, as well as streamline payment approval, by accessing the AP Gateway from any device with internet connection. Take this class to learn more about seamlessly paying supplier invoices through this automated process, with every payment optimized to pay suppliers in the manner most efficient for you.Salon C
C/S9:40 AM - 10:40 AMWorkshop206 Crystal Reports for Advanced Users

While Crystal Reports is a high performance reporting tool, you may have encountered some obstacles in terms of getting your desired output. Take this class to learn how to use an advanced feature to simplify your reporting logic and enhance your reporting results. This class focuses on the development and use of a SQL Command in Crystal Reports to define your database query. Crystal’s limitation of not exporting subreports to Excel is addressed as a SQL Command within Crystal Reports replaces the need for Views and subreports for linking purposes, allowing the desired data to be included in your Excel output. Gain hands on experience with this innovative feature, which you can incorporate in your own custom reports, as well as in your modifications to our standard reports and documents.

Salon L
C/S9:40 AM - 10:40 AMSeminar204 Enhanced Inventory Control with ISNs

Strict inventory controls help your organization meet quality assurance requirements, as well as conform with FDA, DHS, and ATF regulations, and is therefore a key to customer satisfaction and business success. A new C/S inventory management technique, which involves Inventory Serial Number ‘ISN’ tracking (unique numbers identifying every inventory package in your warehouses), is tightly integrated with Wireless C/S barcode scanning and is the focal point of this class. Take this class to learn how ISN tracking can help you better manage inventory levels and content in an environment of resource variabilities; topics covered address defining, using, and tracking ISN products throughout C/S.

Salon B
FS9:40 AM - 10:40 AMSeminar203 Preventing a Cyber Attack & Managing Data PrivacyThis seminar will provide recommendations on protecting your data & system configuration files so you can recover from a cyber attack with the least amount of disruption as well as preventing attacks in the first place. Format Solutions also offers System Health Checks to help you better safeguard your data.MR 402
FS9:40 AM - 10:40 AMSeminar202 Formulation Best Practices: Driving Data Quality & TraceabilityYour optimized formulation solution is only as good as the information on which it is based. This seminar will look at the best practices you can apply throughout the formulation process to ensure you have the right data at the right time, you are making the right decisions & have the right tools to ensure it is implemented & traced correctly.MR 403
TA9:40 AM - 10:40 AMForum202 Business Intelligence - TrackAbout’s Report Tool  

TrackAbout clients collect huge amounts of data. This session will explore our Open Data feature which exposes your raw database data for use in Visualization and Business Intelligence tools.

MR 401
VB9:40 AM - 10:40 AMWorkshop207 Customizing Datacor ERP .NET Reports in MS Access (Part 2 of 2)

In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and custom Datacor ERP .NET reports. This workshop will show you how to customize any of these reports as well as use them as a starting point to create your own specialized versions. We will also show you the correct way to save and publish these reports so that they can be backed up and made available to your users. (Offered as an expanded 2-hour session)

Salon D
VB9:40 AM - 10:40 AMSeminar205 Datacor ERP .NET Customer Management with Datacor CRM

Datacor CRM is invaluable to sales team as they interact with their customers and prospects. When combined with Datacor ERP it provides an easy-to-use tool for management with powerful analyses of numerous customer service tasks. This seminar helps identify ways to improve efficiency and standardize related workflows in areas such as Sending/tracking Quotes, Handling Customer Complaints, and Processing Returns.

Salon E
VB9:40 AM - 10:40 AMSeminar208 Enabling the Lean Warehouse with Datacor Warehouse Management System (WMS)

A well-run warehouse and real-time inventory visibility are critical for manufacturers & distributors to make good decisions. If you have ever found yourself struggling to answer “Do I have inventory to ship?”, “Is it acceptable quality?” or “Where is it located?”, join us to learn how Datacor Warehouse Management System (WMS) can help you answer these inventory-related questions and streamline warehouse operations. Datacor WMS digitizes common warehouse activities related to receiving, counting, transferring, picking, and shipping inventory. Leveraging mobile technology, Datacor WMS enables warehouse teams to post their transactions in real time, at the right time, every time.

Salon F
VB9:40 AM - 10:40 AMSeminar206 AP Invoice Automation & ePayments

Free your Accounting team from highly repetitive, repeatable tasks by adopting a fully optimized and automated supplier invoice matching and payments process. In this session, you’ll learn how Datacor AP Invoice Automation saves you time, money, and frustration by automating supplier invoice matching, approvals, and voucher posting activities. You’ll also discover how ePayments, powered by Corpay, can optimize payments processing, deliver cost savings and even generate net new revenue through credit card rebates.

Salon A
CRM10:50 AM - 11:50 AMSeminar205 Price Intelligence RoundtableIn today’s world of supply chain issues and fluctuating costs maintaining timely and effective pricing is of utmost importance. Discuss challenges and solutions in a roundtable format to leverage existing tools and guide future development in this area.Salon K
CRM10:50 AM - 11:50 AMSeminar206 Working with Reports

Datacor CRM includes a Reports option that allows users to generate, view, and distribute a series of standard and custom reports. We will review the report architecture and processing, new reports, form reports, and the steps that are necessary to begin writing your own reports:

  • CRM vs ERP Reports
  • The Importance of Report Names
  • Setting Report Permissions
  • Submitting a Report
  • Price Quote Reports
  • Sending Reports
Salon I
C/S10:50 AM - 11:50 AMWorkshop209 Customizing C/S

C/S may be standardized, but there are so many ways you can customize the look as well as the functionality to meet your unique needs as a company and as a C/S user. A general overview of a number of customization techniques is provided in this class so the topic is relevant to all C/S GUI users and C/S admins. For example, learn how to expand the visibility and use of your data, as well as increase efficiencies as a user. In addition, learn how you can define and/or change process flows to better meet your needs and gain information about tools within C/S that encourage, enhance, and enforce interdepartmental and intradepartmental communication. Not only learn about these C/S features, but also walk through exercises to gain valuable experience using them.

Salon L
C/S10:50 AM - 11:50 AMSeminar208 Kickstart Your Lean Manufacturing Transformation with Datacor Manufacturing Execution System (MES)Gain visibility and control over your shop floor with Datacor Manufacturing Execution System (MES). Datacor’s new planned mobile MES enables the manufacturing enterprise to execute and control manufacturing processes, as well as identify and eliminate waste from all aspects of manufacturing. Learn how Datacor MES leverages native mobile devices, eliminates paperwork on the production floor, enhances batch quality and safety through scan validation, and improves operational efficiencies and inventory accuracy. In addition, Datacor MES not only increases visibility in production operations, but also provides real time updates to Datacor ERP production data and enables collaboration beyond the shop floor driving efficiencies with integrated Datacor Warehouse Management System (WMS) functionality.Salon C
C/S10:50 AM - 11:50 AMSeminar207 Efficiencies through EDI & Data TransferWith EDI (Electronic Data Interchange), data and documents are transferred from one computer to another, from one software system to another, whereby reducing manual data entry and error rates, and increasing speed and accuracy. C/S is equipped with tools to assist in the import and export of data involved in the transfer of information between C/S and other external systems. While you may be already benefitting from C/S features that eliminate the need for paper flow throughout your own company, this class focuses on utilities to assist you with importing data from, and exporting data to, external systems, such as those run by your customers, suppliers, and warehouse managers. EDI is discussed in the areas of order entry, shipment, invoicing, purchase orders, accounts payable, and account receivable.Salon B
FS10:50 AM - 11:50 AMSeminar205 Use SmartList & SmartList Builder to Gain Insights into Your Business (Part 1 of 2)

SmartLists are a very simple & powerful way to access all the information you have in your solution & is a feature included with the Feed Mill Manager & Dynamics GP system at no charge. SmartList Builder is an additional module that allows you to create SmartLists that display exactly the data you want – even if it exists in a different database!

MR 402
FS10:50 AM - 11:50 AMWorkshop204 Foundation Products Deep Dive: Solving Problems with Brill & NCThis workshop will give users of our Foundation Formulation tools the chance to how to solve critical formulation problems.Salon J
TA10:50 AM - 11:50 AMSeminar203 TrackAbout Customer Success Consultation

Pre-Booked appointments only. Spend time with a TrackAbout teammate to review your TrackAbout processes and data. If you are new to TrackAbout, take this time to learn more about how you could be using the solution.

MR 401
VB10:50 AM - 11:50 AMWorkshop211 Purchase to Pay - Benefits of Moving to .NET for Purchasing, AP, GL (Part 1 of 2)

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

Salon D
VB10:50 AM - 11:50 AMSeminar209 End of Period Procedures/Financial Reconciliation

End of period processing in Datacor ERP .NET is very forgiving, allowing periods to be easily re-opened, but there are some procedures you should follow to avoid reconciliation nightmares and to maximize the available analysis tools. This seminar will include a review of the closing procedures for the Accounts Receivable, Accounts Payables, Sales and Inventory sub ledgers, and the GL. We will also demonstrate techniques for reconciling the sub ledgers to the GL.

Salon E
VB10:50 AM - 11:50 AMSeminar210 ShipStation

If you have occasion to ship via UPS and FEDEX, you’ll be interested in a new integration which Datacor has available.  ShipStation is industry-leading cloud software that helps you organize and manage your ecommerce orders.  Our ShipStation connector lets you designate which orders should be sent to ShipStation and sends order information from Datacor ERP directly to ShipStation as you complete or update an order on the Sales Order Entry (OE1) screen.  Once in ShipStation, you can schedule and manage shipments with FEDEX, UPS, DHL and other shippers.

Salon A
 11:50 AM - 12:50 PM Lunch Salon H
CRM1:00 PM - 2:00 PMSeminar207 Using Notes to Track Business Processes

The CRM Notebook provides a centralized location to efficiently manage many business processes that occur between sales agents, managers, suppliers, customers, and internal office staff. This session will demonstrate and review several such use cases such as:

  • Entering and Updating Notes and Call Reports
  • Task Management & Distribution
  • Complaint Tracking
  • Processing Sample Requests & Price Quotes
  • Communicating with Notes
  • Common Notebook Questions
  • Customizing Notes to Fit Your Business
  • Notes & Opportunities
Salon K
CRM1:00 PM - 2:00 PMSeminar208 Saving Time with Customer Self Service & Order Placement

Datacor CRM offers a secure and accessible portal that your customers can use to view product information, pricing, SDS, spec sheets, order status, invoices, A/R, and sales history. It also includes fully integrated order processing, where more than 12,000 orders are entered each month.

This session will focus on the setup and operation of the Customer Portal and how your business can take advantage of its timesaving features:

  • Customer Setup & Security
  • Account Information (Products, Pricing, Orders, Invoices, A/R, Sales)
  • Entering Orders in Datacor CRM
  • Processing CRM Orders in Datacor ERP
  • Order Notification & Confirmation
Salon I
C/S1:00 PM - 2:00 PMWorkshop212 C/S Tips & Tricks

While there’s a wealth of functions and features within C/S, this class focuses on some of the lesser known features and underutilized utilities. C/S tools discussed in this class address data security, data maintenance, and information access. Topics include methods to secure data on individual screens, browsers, and NRI displays, tools to access information about C/S updates and internal procedures, and utilities to assist with data maintenance and cleanup. Take this class not only to learn about these features, but also to gain hands on experience using them.

Salon L
C/S1:00 PM - 2:00 PMWorkshop211 Catching Up with C/S*

Are you intrigued with some of the new C/S features you heard about in the What’s New classes? Are you eager to experiment with functionality new to you and/or included in the latest release of C/S? This class provides an opportunity for you to get hands-on exposure to some of the new features, allowing you to review and evaluate how they can enhance your business practices.

Salon J
C/S1:00 PM - 2:00 PMSeminar210 Datacor Formulation & Regulatory ControlResearch and Development, quality control, and regulatory requirements all demand your attention so we are proud to offer you some new and exciting features in these areas. Datacor’s new Formulation and Regulatory Control product provides the toolkit required for R&D teams to drive product innovation while ensuring regulatory compliance wherever products are produced or sold. Take this class to learn about and discuss forthcoming formulation and regulatory controls, 2023 regulatory topics and notes from the field, and international regulatory considerations. In addition, learn about the roadmap and timeline as well as see a demonstration of our new Formulation and Regulatory Control product, which will improve your lab operations, making it easier to create SDSs, manage R&D projects, and calculate chemical property values.Salon B
FS1:00 PM - 2:00 PMSeminar207 Use SmartList & SmartList Builder to Gain Insights to Your Business (Part 2 of 2)

This seminar shows how to extend the power of SmartLists & SmartList Builder to turn data into better business decisions.

MR 402
FS1:00 PM - 2:00 PMWorkshop206 New Brill & NC Features: Wrapping Up Your Workday on Time

A range of features in recent releases of Brill & NC provide ways to improve efficiency & effectiveness. We'll give you a chance to try them in this workshop session.

MR 403
TA1:00 PM - 2:00 PMSeminar205 Maximizing Rental

In this section, we’ll explore how to make the most of TrackAbout’s Rental Calculation module.

  • Flat Fees
  • Equipment Rental
  • Setting up Escalating Rental
  • Rental Tiers Bonus: Open discussion about rental reporting needs.
MR 401
TA1:00 PM - 2:00 PMSeminar204 TrackAbout Customer Success Consultation

Pre-Booked appointments only. Spend time with a TrackAbout teammate to review your TrackAbout processes and data. If you are new to TrackAbout, take this time to learn more about how you could be using the solution.

MR 406
VB1:00 PM - 2:00 PMSeminar213 Shipping Module

This seminar will introduce a new module which has been added to Datacor ERP .NET to handle all aspects of the shipping function, ranging from scheduling shipments, staging the material, loading the truck and creating the invoice.  The new Shipping Module can be used on its own or can integrate with two other Datacor offerings: Warehouse Management System (WMS) and TrackAbout.  Together, these can provide a fully barcode-based solution including proof of delivery for material delivered by your fleet.

Salon E
VB1:00 PM - 2:00 PMWorkshop215 Purchase to Pay - Benefits of Moving to .NET for Purchasing, AP, GL (Part 2 of 2)

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

Salon D
VB1:00 PM - 2:00 PMSeminar214 Automating Procedures Using the Datacor Task Server

Would you like your Datacor ERP system to keep working after you’ve left for the day? The Datacor Task Service, the replacement for the Background Processor, provides the long-awaited solution. In this seminar, we’ll show you how to set up job procedures to run nightly, weekly or even monthly reports and email or print them automatically. Even invoices and future price updates can be automated. We’ll also show you how to use Task Service to run various start of day, end of day and end of month tasks, including making backup copies of your database and doing compact/repairs.

Salon F
VB1:00 PM - 2:00 PMForum212 Logistics Forum

This session will focus on topics specific to the Inventory Control, Purchasing, Safety and Resource Planning modules in Datacor ERP .NET.

Salon A
CRM2:10 PM - 3:10 PMSeminar210 Traveler OverviewOut of the office? No Internet connection? No problem. Take your valuable business information with you, wherever you go. Traveler is a stand‐alone windows application that works in unison with Datacor CRM, offering access to customers, prospects, products, pricing, suppliers, notes, opportunities, call reports, schedules, and other data in a disconnected environment. It also includes options to exchange information with Outlook. We will provide a review of its features and capabilities from the introductory to the advanced during this session.Salon I
CRM2:10 PM - 3:10 PMSeminar209 Taking CRM to the next level through Premium

Discover how CRM Premium can boost productivity through enterprise grade features!

Join us for a full review of the latest features:

  • Automated Database Download
  • Website Sales Lead and Product Catalog API
  • Mail Archiving
  • Maps
  • Advanced Analytics
Salon K
C/S2:10 PM - 3:10 PMSeminar214 Manage Cost & Price Changes While Analyzing ProfitabilityYour profitability depends on accurate and timely price and cost analysis, and subsequent adjustments. Using price and cost data in C/S, your profitability analysis drives the need for future price changes so take this class to learn how you can leverage existing and new tools with C/S to review and analyze your costs and prices to ensure your company’s continued profitability. Topics discussed in this class include inventory cost analysis including a new Cost Delta Update Utility, generate cost from formulas, pricing analysis and maintenance including a new Customer Product Pricing Inquiry, Future Price Maintenance, and new Product Catalog and Supplier Price Update functionality.Salon C
C/S2:10 PM - 3:10 PMSeminar213 Quality Control Efficiencies & EnhancementsCustomer satisfaction and high level acceptance rates are dependent on the quality of the products you deliver. Monitor, maintain, and improve the quality of the products leaving your facilities by utilizing the C/S Quality Control module. An integrated quality control process within C/S allows an uninterrupted and unified process flow between product receipt, processing and/or manufacturing, and customer order fulfillment. Learn how new and existing Q/C functionality can help ensure your outgoing products meet not only your standards, but also customer-specific specifications.Salon B
C/S2:10 PM - 3:10 PMWorkshop215 Workspace

Did you miss a workshop class due to a scheduling conflict? Would you like additional time for your workshop exercises? Responding to feedback from prior Interaxions, we’re giving you that chance! Sign up for this session for the opportunity to independently walk through any of this year’s workshop exercises in our Interaxions environment with C/S team members ready to answer your questions.

Salon L
FS2:10 PM - 3:10 PMSeminar209 Calculating Your Carbon Foot Print in Formulation

A look at practical ways in which formulation can help you understand your products' and company's carbon footprint.

MR 403
FS2:10 PM - 3:10 PMSeminar208 Mill Management Purchasing Tools at Your FingertipsDuring this session we will review Materials Resource Planning (MRP), Purchase Contracts & Sales Contracts. The combination of these tools can assist your purchasing department to reduce overhead & drive more accuracy in managing your large volume purchase contracts by weights or by load.MR 402
TA2:10 PM - 3:10 PMSeminar206 Physical Inventory

In this session, we'll work through TrackAbout's Physical inventory process which allows for Complete Audits or Cycle Counts at your internal locations. 

MR 401
VB2:10 PM - 3:10 PMSeminar217 Inventory Posting & Purchasing with AP

With the increased volatility in pricing, the need for accurately costing inventory has become a larger issue for many chemical companies. Datacor ERP .NET includes features that allow for the simplification of the tracking of inventory costs and ensure that the different views, (Inventory, GL, Accounts Payable and Purchasing), are all in agreement. This seminar explains how to set up the Inventory GL Mapping and use it in conjunction with PO Receipts and AP voucher entry to achieve these objectives.

Salon E
VB2:10 PM - 3:10 PMWorkshop219 Order to Cash - Benefits of Moving to .NET for Order Entry, Invoicing, AR, GL (Part 1 of 2)

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

Salon D
VB2:10 PM - 3:10 PMSeminar218 General Ledger Quick Statements

This seminar will demonstrate generating core financials with transactional drill down capabilities using Quick Statements. Listening to customer feedback, Datacor has been developing a simpler and faster method for generating your company’s core financial statements. Leveraging the existing Chart of Accounts we’ll show how to quickly design, maintain and generate an Income Statement, Balance Sheet, and Cash Flow Statement.

Salon F
VB2:10 PM - 3:10 PMForum216 Manufacturers Forum

About half of the companies that attend Interaxions identify themselves as manufacturers. This seminar will provide an opportunity for attendees from these companies to focus on topics specific to their industry segment and will include the Top 10 lists for the BT and QC modules.

Salon A
VB3:20 PM - 3:50 PMSeminar221 One-on-One Support Sessions - Slot 1

This session is designed to provide attendees the opportunity to spend additional time with team members. This will be your chance to try out the newest features and have your specific company issues answered. We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you would like to discuss. In the past, this class has proven to be one of the most anticipated sessions of the conference. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 15 companies per 30-minute time slot.

Salon F
FS3:20 PM - 4:00 PMSeminar212 Calculating Your Carbon Foot Print in Formulation

A look at practical ways in which formulation can help you understand your products' & company's carbon footprint.

MR 403
CRM3:20 PM - 4:20 PMForum211 Datacor CRM RoundtableDiscuss emerging industry issues with your peers and Datacor experts to help guide the future development of Datacor CRM.Salon I
C/S3:20 PM - 4:20 PMWorkshop218 Diagnostic Session*This lab session provides an interactive, hands-on opportunity for you to review the newest features of C/S. This session also provides an opportunity for you to spend some time with the C/S Team discussing your specific company issues. Bring your questions and have them answered in a personalized setting. In the past, this class has proven to be one of the most anticipated sessions of the conference.Salon L
C/S3:20 PM - 4:20 PMSeminar216 Enabling the Lean Warehouse with Datacor Warehouse Management System (WMS)In today’s dynamic business environment of supply and resource variabilities, maintaining inventory control and continuity is of utmost importance. Datacor’s new planned mobile Warehouse Management System (WMS) is part of a new suite of mobile computing solutions offered in conjunction with Datacor’s Manufacturing Execution System (MES) product family. Take this class to learn about the benefits, including how Datacor WMS leverages native mobile devices running Android, IOS or Windows, eliminates paperwork in the warehouse, and improves operational efficiencies and inventory accuracy. In addition, Datacor WMS not only increases visibility in warehouse operations, but also provides real time updates to Datacor ERP inventory data and enables collaboration with integrated Datacor Manufacturing Execution System (MES) functionality.Salon B
C/S3:20 PM - 4:20 PMSeminar217 Process Improvement OpportunitiesWant to learn more about existing integrated software solutions to streamline your business operations? This session reviews a wide-range of Datacor “out of the box” software solutions and product offering so use this opportunity to discuss your needs and learn about our solutions for process improvements. Take this class to learn how to increase customer service efficiency by enabling the self-service CRM portal, improve accuracy of inventory and shipments with wireless barcoding, streamline payment processing, standardize non-conformance, incident, and accident reporting, reduce unplanned downtime with preventative plant maintenance, improve inventory management with advanced demand planning features, reduce paper with automated reports and document distribution, eliminate manual workflow by using Company Procedures, and streamline product labeling with integrated GHS and customer specific labels.Salon C
TA3:20 PM - 4:20 PMWorkshop207 Workshop: Verifications and Balances Adjustments 

Whether or not you are using TrackAbout’s Delivery with Integrated Order Sync module (POD), we recommend regularly reviewing and verifying delivery transactions in TrackAbout. This session covers the Delivery verification process and will follow up with a discussion about what to do when real world issues arise, including back orders, no credit returns, driver errors, and more. The workshop will focus on allowing clients to review and work on their own delivery and verification processes or use demonstration data prepared for the conference.

Salon J
VB3:20 PM - 4:20 PMWorkshop222 Order to Cash - Benefits of Moving to .NET for Order Entry, Invoicing, AR, GL (Part 2 of 2)

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

Salon D
VB3:20 PM - 4:20 PMSeminar220 Datacor EDI & XML Import Utilities

EDI and XML offer Datacor customers the ability to replace manual processes that are sometimes slow and prone to error with faster, more accurate methods. For instance, setting up an EDI interchange will allow your larger customers who prefer to use EDI to submit their orders to you electronically. And with XML you can automate the transfer of orders you’ve received on your website directly to the Datacor ERP. This seminar will drill into the power of EDI and XML and highlight the ways Datacor can help with their setup and configuration.

Salon E
FS3:20 PM - 4:30 PMForum211 Mill Management: Customer Issues & Software SolutionsThis is a great opportunity for Mill Management customers to discuss additional industry & production challenges Format Solutions Mill Management software can help you resolve.MR 402
VB3:50 PM - 4:20 PMSeminar221 One-on-One Support Sessions - Slot 2

This session is designed to provide attendees the opportunity to spend additional time with team members. This will be your chance to try out the newest features and have your specific company issues answered. We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you would like to discuss. In the past, this class has proven to be one of the most anticipated sessions of the conference. In order to give everyone an equal opportunity to meet with the team, each company can only register for one time slot and should come together as a team.

There will be a maximum of 15 companies per 30-minute time slot.

Salon F
 6:00 PM - 9:00 PM All Attendee Theme Party - Represent Your Favorite Sports Team Salon H
Thursday, May 18, 2023
 6:45 AM - 8:30 AM Breakfast Salon H
CRM8:30 AM - 9:30 AMSeminar302 Sales & Margin Analysis

Learn more about how sales data is structured in Datacor CRM, and the tools that are available to analyze performance and profitability.

Topics will include:

  • Summary Dashboards
  • Customizing Sales Views
  • Sales Reports
  • Exporting Sales Data
  • Budgets
  • Sales by Supplier
  • Troubleshooting Sales Discrepancies
Salon I
CRM8:30 AM - 9:30 AMSeminar301 Effective Mail

Datacor CRM includes numerous options that allow users to communicate with customers, prospects, suppliers, and co‐workers using email. It also has the capability to generate and distribute email notifications and reminders automatically. We will review all these features and learn more about the tools that are available to bridge the gap between the distribution of CRM email and Outlook.

Topics will include:

  • Email Generated by Datacor CRM
  • Defining Recipients for CRM Mail
  • Mail History
  • Note Email to Customers, Suppliers, and Co‐Workers
  • Report & Document Email
  • Creating Mailing Lists in Datacor CRM and CRM Traveler
  • Outlook Email, Datacor CRM, and CRM Traveler
  • Troubleshooting Mail
Salon K
C/S8:30 AM - 9:30 AMSeminar301 What’s New & Top Ten Requests Part IVThis session is a continuation of What’s New and Top Ten Requests Parts I, II and III. While additional new features and Top Ten items may be covered, we will also open up the conversation to attendees and other topics of interest. We want to hear from you about the application of previous Top Ten items, how new features were implemented, and any other creative solutions you have successfully carried out.Salon B
FS8:30 AM - 9:30 AMSeminar302 Mill Management: Tips & Tricks for Inventory - What You Didn't Know

We have learned over time what our customers are missing out on! Let us help you by sharing tools that have been around for quite some time, but our customers don't know they exist or how to use them! Join us to see what you've been missing!

MR 402
FS8:30 AM - 9:30 AMWorkshop301 Advancing Your Optimization Processes to Quickly Evaluate Changes & Market Opportunities

Do you feel as though you could be getting more from your formulation software? This workshop explores how to enhance your optimization processes to quickly evaluate changes & market opportunities & looks into the benefits a multi-product optimization tools can bring over a single product optimization approach

Salon J
TA8:30 AM - 9:30 AMSeminar301 Truck Load and Reconciliation

This session provides an overview of TrackAbout’s Truck Reconciliation and Manifest module. We’ll explore how the module works individually and paired with the Delivery with Integrated Order Sync module (POD). We’ll also discuss reconciliation issues and provide best practices for how to troubleshoot and resolve them. The workshop will focus on allowing clients to review either their own truck load data or demonstration data prepared for the conference.

MR 401
VB8:30 AM - 9:30 AMForum301 Administrative/Information Technology (IT) Forum

The Administration/IT Forum will cover topics involving Datacor ERP maintenance and administration, including the Administration, File Maintenance and Constants menus. It will also provide an opportunity to discuss areas of IT that relate to Datacor ERP, such as servers, remote access, printers, scheduled tasks, emailing, backup and recovery, etc.

Salon A
VB8:30 AM - 9:30 AMWorkshop304 Working with Your Data in MS Access

This workshop introduces users to the Datacor ERP .NET database. We will explain some of the basic concepts of the Microsoft Access relational database and show you how you can extend the capabilities of Datacor ERP .NET by working directly with the data. You will learn the basics of using queries and other features of Microsoft Access. We will also review tips and techniques specific to the most recent versions of MS Access. If you are new to Datacor ERP .NET, or you are ready to look “under the hood,” this workshop is a must.

Salon D
VB8:30 AM - 9:30 AMGroup Discussion303 How to Succeed with Resource Planning in Datacor ERP .NET

Resource Planning is a time-tested business philosophy, supported by the Resource Planning (RP) Module in Datacor ERP .NET. We will discuss Forecasting, Master Scheduling and Material Requirements Planning, along with how related functions outside the Resource Planning Module can impact the success of your implementation. Product consultants will be present to share their experiences with real world implementations of MRP in Datacor ERP and the benefits of a successful deployment.

Salon F
VB8:30 AM - 9:30 AMSeminar302 Datacor ERP Best Practices

This seminar will take advantage of the decades’ worth of experience available on the Datacor ERP .NET team to review best practices to get the most from the Datacor ERP software, from application setup and distribution on the server, to system configuration, user interface options and data entry. We’re sure you’ll learn at least one or two techniques that you can use immediately upon returning to your office.

Salon E
CRM9:40 AM - 10:40 AMSeminar304 Recording Detailed Processes through Projects

Datacor CRM projects can be used to track various internal processes such as product research and development, or any other job that may require collaboration, documentation, and recorded history. The project form itself is designed primarily within CRM Administration, giving you full control of content and behavior.

Topics will include:

  • Project Setup
  • Status & Permissions
  • Project Categories
  • Entering and Updating Projects
  • Project Contacts
  • Attachments
  • Automatic Notifications
  • Use Cases
Salon I
CRM9:40 AM - 10:40 AMSeminar303 CRM on the Move

Learn how to make the most effective use of Datacor CRM while on the road using your phone, tablets, and laptops.

Topics include:

  • Trip Planning
  • Pre-call Preparation
  • On-site Servicing
  • Call Report Entry
Salon K
C/S9:40 AM - 10:40 AMSeminar302 Thursday ForumThis session features industry-related topics that affect your business performance. The class provides insight into various topics in general, in addition to providing C/S-driven approaches to address various tasks. We also want to hear from you about your related requirements and steps you have taken toward a solution.Salon B
FS9:40 AM - 10:40 AMGroup Discussion303 Takeaways from Formulation Transformation ProjectsTechnology change can be daunting, even when the benefits of completion are clear. This is a chance to share experiences & lessons learned.MR 403
FS9:40 AM - 10:40 AMSeminar304 Mill Management: Pricing from the Ground Up

The ability to manage your pricing is CRITICAL….Orders need to be right, prices need to be right, or you get to do Returns!  Don't put the burden of ‘remembering special pricing situations’ on the shoulders of your order desk personnel.  Let the software do the work!  Join us to learn the secrets.

MR 402
TA9:40 AM - 10:40 AMWorkshop302 Workshop: Customer Audits

Conducting periodic Customer Audits will help reinforce the accuracy of your customer balances. TrackAbout provides a two stage Customer Audit, which includes scanning assets at the customer with the TrackAbout mobile app and then reconciling the audit on the TrackAbout website. This workshop will review that process and discuss the latest functionality changes. We’ll also review real-world scenarios to help you reconcile those audits.

Salon L
VB9:40 AM - 10:40 AMSeminar305 Fixed Assets

This seminar will introduce our newly developed fixed asset module built for the cloud.  We will cover developing costs and asset groups that make sense to your business while automating general ledger journal entries for depreciation and disposal. We'll cover identification of leased assets which is important with the newer FASB ASC 842 accounting standard for private companies in 2022. How having up-to-date asset valuations are helpful when negotiating with vendors for insurance and maintenance coverage.

Salon A
VB9:40 AM - 10:40 AMWorkshop308 Case Studies in Portal Possibilities

The portals are the first thing you see when opening Datacor ERP .NET and represent the core of the software. But with over half a dozen data specific portals, some with over a dozen tabs and each of those multiple panels and grids, the sheer amount of data available can be overwhelming. This workshop will focus on solving a number of specific business cases that will demonstrate the full power of the data and functionality available in the portals.

Salon D
VB9:40 AM - 10:40 AMSeminar306 Price Increases/Future Costs

In today’s rapidly changing markets, suppliers are making changes to their prices at an unprecedented pace. Your business must be able to quickly adapt to those changes to maximize margin. In this seminar you will learn the most effective ways to utilize Datacor to keep supplier prices current, how to ensure future costs are accurate and how to notify your customers appropriately.

Salon E
VB9:40 AM - 10:40 AMGroup Discussion307 Automation Opportunities

Datacor provides several opportunities to automate aspects of your business process. From server tasks, EDI, and workflow to new products such as AP Automation, ePayments, and MES, customers may take advantage of several automation opportunities. In this session, we want to hear from YOU regarding where Datacor should focus next. What highly predictable and repeatable tasks does your company struggle to keep up with today? What business processes do you need help automating and controlling? Come to this session prepared to suggest automation opportunities to Datacor, and help us understand the business problems you’re seeking to solve.

Salon F
CRM10:50 AM - 11:30 AMSeminar305 Test Your KnowledgeAfter almost three days of Datacor CRM education and training, it’s time to see what we’ve learned! In our final class, you can test your knowledge in a fun and interactive question and answer seminar. Learn even more about Datacor CRM.Salon I
C/S10:50 AM - 11:30 AMSeminar303 Platform Discussion

This final session includes a status update on C/S in general as well as on our planned future development direction. This class is an open forum to discuss and exchange ideas or concerns, in addition to wrapping up our 2023 Interaxions conversation. Feedback from the community is encouraged, including suggestions for next year’s Interaxions, along with ideas for future enhancements. Suggestions for discussion can be submitted by attendees prior to the conference by emailing cs-support@datacor.com. Please reference this class in the suggestion.

Salon B
FS10:50 AM - 11:30 AMSeminar305 Wrap-Up Session

As the final session, the Wrap-up will provide an opportunity to discuss ideas and suggestions that have come to light during the conference, in terms of the Format Solutions Roadmap, Format Solutions services, and Interaxions itself. 

MR 403
TA10:50 AM - 11:30 AMSeminar303  Conference Review and Closing

The final session will provide an opportunity to discuss ideas and suggestions that arose throughout the conference, regarding the TrackAbout Product Roadmap, services, Datacor ERP integration and Interaxions itself. 

MR 401
VB10:50 AM - 11:30 AMSeminar309 Datacor ERP .NET Wrap-up

As the final session, the Wrap-up will provide an opportunity to discuss ideas and suggestions that have come to light during the conference, in terms of Datacor Product Roadmap, Datacor’s services and Interaxions itself.

Salon E
 11:30 AM - 12:30 PM Lunch Salon H
 12:30 PM Conference Adjourned