Product Updates

Now you can mark a shift as “unlimited capacity” which will replace the Max Simultaneous equipment option. This allows users to repurpose shifts to be something like ‘equipment schedules’, in case you want to only allow the use of certain equipment within a given time window (e.g., only use these machines M-F between 8-5) without otherwise constraining how many machines can be given a time. This is especially useful when the machines attached to the shift have unlimited capacity, themselves since the shift will then not artificially constrain how many operations can go on the machine at once.

The Associated Records grid on Quotes and Sales Orders will now show connected records from integrated systems. Right now, only Pipedrive and Quickbooks Desktop records are going to appear, with plans to show more over time.

If a location is in use (meaning that there is inventory in it), a user will no longer be able to delete the location from the location editor. This is to help prevent inventory inaccuracies.

Now you can manage customized inventory just like reserved inventory! Previously, customized inventory lacked visibility into the item’s progress and location details. With this update, you can see the customized items created on the items details page and have greater control over how it is processed.

Note: Customized inventory is excluded from any on-hand counts, and when picking or shipping requires a custom item, you will only be able to select that specific inventory location.

With this update, you now can make changes to quantities for in-process jobs. Hitting the “Edit Quantity” button will put the page in “edit mode”, allowing you to update the quantity to make for the total job and/or its subcomponents after the job has been approved (up until it is complete).

A few caveats for which jobs will have the button available:

• The job must have been approved in the past couple of weeks (jobs approved before then don’t have the necessary info in their records to support editing quantities)
• Currently, Edit Quantity is unavailable for jobs in work orders, with fixed BOM materials, or split operations.

Join Emily Lupico, Product Manager at Fulcrum, in our latest Fulcrum in 4, where we discuss recent Fulcrum updates. These enhancements revolve around two main themes: our Autoschedule and general product improvements. As a focal point of our platform, the Autoschedule is instrumental in driving efficiency for our customers. Emily takes you through editing the due date and priority level directly in the production scheduler, changes to downtime visibility, a new alert for a stale schedule, and incorporated continuous flow details inside the operation cards.

Finally, we'll explore the Equipment Utilization Report, updated with new filters for better insight into the efficiency of each piece of equipment, thereby helping you understand and manage capacity better.

A check was added to see if a vendor is used on items before allowing the user to delete that vendor. It will also tell you how many items the vendor is being used on. This will eliminate issues caused when PO's are made for deleted vendors. Additionally, a banner was added to the top of the page for deleted vendors that allows users to more clearly tell if the vendor was deleted. If a vendor was deleted, you can now hit “Restore” and it will become available again.

You can now upload your Bill of Materials (BOM) with our new BOM Importer. This release includes the ability to import a line item from the BOM during the Sales Order or Quote workflow. Users who have "Edit Item" permissions will be able to use this feature. This will eliminate some manual data entry and make creating BOM and Routings easier. We plan to continue to add additional functionality to the BOM Import over time.

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All jobs which have the 'continuous flow' checkbox enabled on their routings will now have their operations overlap in the scheduler. 
This will only happen when the operations fit into the restrictions outlined in the outside processing. Operations in a process group, for outside processing, or those with fixed run times (not per-unit) will not be allowed to overlap. All other operations on a job with continuous flow checked will overlap. This is a simple version of continuous flow we will continue to make adjustments to improve.

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Shipping in Fulcrum draws in a lot of different types of data and is constantly updating from Sales to the Warehouse. To help your workflows move even faster, we’ve made a series of improvements to the processing and display of shipping records. Specific results will depend on how you use the system, but in our testing with live customer data we’ve seen speed increase by up to 90%.

Similar to the Sales area of Fulcrum, you'll now be able to see previous orders in Quoting.

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You can now seamlessly transfer specific line items from a Quote to a new Sales Order, giving you more control over the items you want to include. This update will help you save valuable time and eliminate unnecessary line item deletions during the Sales Order creation process. Just pick the desired line items from the Quote that you want to go to a new Sales Order.

To do this, open a quote, set the status of the quote to "Won" and elect to convert the quote to a sales order. A new dialog window will appear listing all the line items on the quote. Each line item will be selected by default. Click on the switch next to the line item to unselect it.

You can convert the quote to a Sales Order as many times as you wish even after the quote is won.

If you set up a custom field with the same type and name on an Item, Quote Part Line Item, and Sales Order Line Item, the value set for the custom field on the item page will now be carried over to the Quote or SO anytime this item is added to those documents.

• The mappings today include the following, with more to follow:
• Item -> Quote Line Item
• Item -> SO Line Item
• Quote -> SO
• Quote Line Item -> SO Line Item
• SO Line Item -> Job

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We’ve added a couple of features to the BOM editor to make quoting and updating buy item prices more convenient for our customers: When you click on the cost number for buy items in a BOM, the cost breakdown modal pops up and will now also show a vendor grid for that buy item. From this grid, you can edit vendor pricing or add new vendors and immediately see the cost of the buy item updated on the BOM! That means you no longer need to hop between the Item page for that buy item, update vendor information, go back to the Quote or Sales Order BOM and re-add the item to get the updated cost.There is a new 'Refresh Costs'  button added to the BOM to allow user to refresh the costs in the BOM in case a vendor price or other cost has changed outside the BOM since the BOM was created.

For users with job edit permissions, you can now click on the priority or due date fields of a job operation card and edit those properties of the associated job. Note this applies to jobs that are not associated with work orders.