Manage Engineering Change Orders and Job Revisions to Stay Compliant

Quality standards like AS9100 require you to track Engineering Change Orders and ensure every job builds to the current spec. Until now, Fulcrum had no way to capture changes or move an existing job to a new revision. That changes today.

A new Change Orders grid lives under Sales, backed by a Change Order record that captures the complete change—including Tasks for full audit readiness. The workflow guides you through each step: open the change order, identify everything still open on the original revision, then clean it up. Swap old-revision quote lines for the new revision, zero out and re-add sales-order lines, and hit "Roll Revision" on any tracked job to move it forward.

Beta note: Rolling a job revision uses the Edit Job flow, so it carries the same limits today (no rework, no work orders). Attachments and open POs are yours to manage manually for now.

Video Walkthrough