Product Updates

Join Marketing Manager Carolyn Ring to see what's new in Fulcrum.

Error messages that are related to Sales Order/Purchase Order receiving records will now be visible on:

• the parent record (the SO/PO affected)
• the receiving grid itself
• on the PO grid listing.

Previously, in some cases, there were errors that showed on the integration configuration page but not on the associated record. This update should help call-out integration notifications/warnings related to receiving(s) without having to go to the Sync Warnings on the integration configuration page.

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You can now search operations and materials on the Job Details page! This update is especially helpful if you have large BOM & routings. Operation search will filter on:

• Item to make name & description
• Operation name
• Equipment name (includes equipment, multiple equipment, and scheduled equipment, which all influence the value you see in that field)

Additional usability improvements to this page:

• You can now navigate to items from the operation and materials wherever you see them
• Clicking on notes will auto-expand the operation panel (previously, this took two clicks)

With this update, attachments are presented by type, starting with the most specific and relevant attachments to the operation open (attachments tied to operation and subassembly) at the top. Users will now also have the option to toggle between a list view and a tile view for an at-a-glance or more detailed view.

Now you can drag and drop columns on the Jobs Grid, making it easy to put what’s important to you right where you need it.

Now, you can generate custom receiving labels, just like for Item and Job Labels. Add multiple receiving labels for added flexibility when printing.

Business Setup > System Data > Labels

Software should enable you to do more, not get in the way. We’re on a quest to find more ways to make using Fulcrum natural, starting with small but mighty changes like this one: We’ve removed a modal that popped up when creating a Sales Order or Quote and replaced it with a slide panel that lets you interact with the rest of the page, similar to other areas of Fulcrum, like Purchasing Planning. Keep out for more small but mighty experience updates like this in the coming weeks.

You can now import Purchase Orders into Fulcrum!

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The following fields have been added as options on the custom item labels:


- Tags


- Material shape, dimension, etc info as entered on the Item’s page


- Accounting codes
- Lot quantity on hand



If you would like to opt-in for Custom Item Labels, reply to this post. It will go live to everyone at midnight on September 18.

We've updated the jobs endpoint on the public API to show scheduler information.

The exact changes to the endpoints are as follows:

• Scheduled start time, scheduled end time, and scheduled equipment ID added to the job item-to-make operation List/Read endpoints
• Deprecated the status field in favor of statuses in the request body schema for job List endpoint so that more than 1 job status can be filtered for at a time. status is Scheduled for removal EOD 2023-10-31.
• Added the hasIncompleteOperations parameter in the request body schema to the job List endpoint to filter for jobs with incomplete operations.

Customers who want to access the schedule information exactly as seen on the schedule page can pass the following request body into the jobs list endpoint:

{ "statuses": ["scheduled", "inProgress"], "hasIncompleteOperations": true}

The first iteration of our updated Item labels will go out with limited fields (pictured below). It will be turned on for new customers during implementation and any customers who opt in. Reach out to your Customer Support Manager if you'd like this turned on for your site.

External references have been added all over sales orders so you can relate back a line item to their source system. This will allow users to write integrations into our environment with assurance they can equate line items from disparate systems.

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Syncing Shopify orders to Fulcrum has always been one and done. Recent changes to the integration enables syncing updates from Shopify to Fulcrum which are inclusive of refunds, removing line items, adding new line items, removing line items and updating line item prices/quantities. You can also enable syncing of cancellations/deletes. This can be turned on with a simple toggle on the Fulcrum integration page.

Previously if you synced a PO item receipt in QBD and then reverted it and received it again an error would occur because Quickbooks saw it as a duplicate receipt. Now for those on Quickbooks Desktop V3, reverted receipts are tracked, maintaining an accurate 1:1 relationship and eliminating the error.

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This feature makes operation associations visible on required Items to make it easier for our users to manage these associations.

This small update brings with it some performance improvements for the front end BOM editor that will make it less likely to freeze the browser on the largest of BOMs.