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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Introducing: Alerts 🚨

Whether it's a maintenance issue or an operator in need of assistance, cutting down the time between needing help and getting it keeps everything on track. Alerts let the right people know there’s a problem immediately.

Here’s how it works:

  • Operator triggers an alert from the Chat window in the Job Tracker.
  • Anyone with ”Receive Alerts From Job Tracking” permission receives this alert as a Real Time Notification. The alert message is also appended to the contents of the chat window.
  • Open alerts can be viewed from the Real Time Operations view in Live > Real Time
  • Operations where you can filter live operations by an Active Alerts KPI.
  • Alerts can be resolved in the Chat window in the Job Tracker. Once an alert is resolved, an Alert Cleared message is appended to the Chat window.

Configure Alerts:
Alert types are configurable in  Business Setup > System Data > Job Tracking Setup. This feature automatically starts with two preset Alerts: a Maintenance Alert and a Help Request Alert. You can customize Alerts or add/delete Alert presets as you see fit.

Receiving Alerts:
Anyone with the ”Receive Alerts From Job Tracking” permission will receive alerts.

Introducing: Alerts 🚨

Continuous Flow on Outside Processing Operations

Fulcrum now supports continuous flow on outside processing operations, allowing you to ship partials as they are completed by previous operations.

Continuous Flow on Outside Processing Operations

Certification Attachments in Receiving

Certification Attachments are now always visible in Receiving. This makes it easier for the user to know what certifications they have uploaded. Additionally, the permissions around certifications are now applied to the certification attachments in Receiving.

Certification Attachments in Receiving

Log in to Job Tracking without a PIN

You can now disable the Job Tracking PIN login. Instead of using the PIN login, users can log in with their email address and password as usual. This is helpful for customers leveraging multi-factor authentication or those who simply don't require the PIN login process in Job Tracking.

To make this change, navigate to System Data > Job Tracking Setup > Disable PIN login for Job Tracking.

Log in to Job Tracking without a PIN

Updates to Purchasing Planning

We’ve made some tweaks to Purchasing Planning to make it easier to understand:

  • The “End Date” filter is now called “Order by Date.” This filter shows the items that need to be ordered by that day so can be received in time for the job. This accounts for vendor lead time.
  • The On Hand Supply graph will now chart the decrements based off the scheduled start time instead of the “order by date”. The receiving changes will stay based on the PO expected receive date.
  • We've added tooltips to explain how order dates are calculated and what the Expected On Hand Supply graph is based on.
Updates to Purchasing Planning

Quote Uploads

You can now upload quotes and quote line items via Data Imports! The workflow is the same as other imports:

  1. Download the quotes template from the “references” section
  2. Add/update quotes and line items
  3. Upload the file and address any errors/warnings
Quote Uploads

New Job Tracking Dashboard ✨

Introducing the new Job Tracking dashboard, redesigned to increase clarity and ease of use. The priority order of operations is still powered by Fulcrum's Autoschedule, but the operation cards have been streamlined to bring focus directly to what’s most important on the top of the queue.

New information to the operation card includes the ability to start/stop timers for jobs, the previous operation and its status, and an 'Open NCR' tag.

This update also features a new navigation tab bar for clear separation of operations by status, and a feature where recently viewed operations and searches appear when you click on the search bar. The enhanced OmniSearch now filters operations by department, operation, and equipment and stays with the user until they reset it. Users can set a default department, streamlining the process for operators who typically don't switch departments during their day.

New chat functionality will be included in this release as well, so operators can see notes for all jobs rather than just the ones they had previously worked on. This feature is responsive to all screen sizes, including mobile. These improvements are designed to make Job Tracking more intuitive and efficient for everyone.

New Job Tracking Dashboard ✨

New Fields on NCR Report

A few new fields have been added to the NCR Grid Download:

  • Incremental Cost
  • Quantity Impacted
  • Scheduled Equipment
  • Work Center
  • CAPAs (a list of the associated CAPA numbers)

New Fields on NCR Report

Job Tracker interface redesign

New year new look! ✨ We understand the need for machinists and operators to always know which job to work on, which is why we have updated the Job Tracker dashboard. The operation priority order in Job Tracker is still fed by Fulcrum's Scheduler, but we have made it easier to hone in on the biggest priority and get to work faster. Coming January 16th.


Job Tracker interface redesign

Pricing and BOM & Routing Data downloads + bulk updates are now available!

Through these downloads, you will now have access to pricing and BOM & Routing data in your Fulcrum site as well as the ability to add, delete, and change data points in bulk.

Pricing:

  • Download all pricing data for make and buy items
  • Delete price breaks
  • Change price break quantities, ($) amount, margin, calculation basis and currency
  • Add price breaks for new customers/vendors (also available the items template)

BOM:

  • Download all BOM data
  • Delete materials associated with items
  • Change the material, the operation it is associated with and the amount required
  • Add new materials to an item (also available the items template)

Routings:

  • Download all routing data
  • Delete routing steps
  • Change the order of routing steps
  • Swap the operation and/or equipment and update the setup/labor/machine time estimates
  • Add new materials to an item (also available the items template)

You can find these data downloads in Business Setup > Data Imports > Data Downloads. Further instructions are included in each of the downloads.

Pricing and BOM & Routing Data downloads + bulk updates are now available!

New Upload Functionality: Customer Tiers

We've expanded bulk uploads to make managing Customer Tiers easier with this template. Now, you can:

  • Add new Customer Tiers in bulk
  • Perform bulk updates and set customer associations for Customer Tiers
  • Set or update item pricing for Customer Tiers

You can find this template in Business Setup > Data Imports > References.

New Upload Functionality: Customer Tiers

Reopen Operations from Jobs Details page

With this enhancement, you can now reopen job operations from the Job Details page, including outside processing operations! Previously, this was only available in Job Tracking.

Reopen Operations from Jobs Details page

First & Last Name Columns on Time Management Grid Report

Now there are separate columns for First and Last Names, alongside the existing Full Name column. Since this report is most frequently used for payroll, these additional columns add flexibility as you sort and filter the report in the way that is most consistent with how you submit payroll.

First & Last Name Columns on Time Management Grid Report

Sales Order Detail Report - Additional Dates

Both the All Order Detail and the Open Order Detail tabs have additional date fields. Included on both are:

  • Ordered Date (new to the Open Order Detail tab)
  • Ship By Date (new to the All Order Detail tab)
  • Delivery Due Date (new to both tabs)

Note, this report will be renamed in the download menu from Download Historical Data to Download Order Detail.

Sales Order Detail Report - Additional Dates

Allowing Operation Completion with Required In Process Tracking

When tracking quality, you want a record of which parts in the run are within and out of tolerance. Previously, Job Tracking limited users from marking an operation “complete” until they fixed any parts marked “out of tolerance.” While this makes sense for some use cases, some operations may need to be completed regardless of whether they reworked the part.We’ve added a new field to In Process Tracking called “Allow out of tolerance completion” that allows for operation completion even when a part is marked “out of tolerance.” This is set on an operation-to-operation basis in the BOM and routing editor and appears when an In-Process Field is marked “Required.”

Allowing Operation Completion with Required In Process Tracking