Product Updates

More downloadable data! You can now download data from the Items grid as well as download the scrap report.

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Now you can enable a default margin setting for newly created items. This can be configured in Business Setup > System Data > Sales where you can enable the feature and set your default margin. The margin set here will also apply to price breaks on the item.  

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This new feature is for customers who have multiple companies set up in Fulcrum. Now you’ll be able to configure your PDF and email templates for each company. 

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Operations will now be scheduled up until the point of scheduled downtime, to continue once the downtime period has ended. Previously, an operation would be scheduled to start after the downtime period was over. 

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Another highly requested feature! Our Stock Take feature will now allow you to edit inventory values on upload. There are new columns on the template to accommodate this, and can be adjusted for a particular lot or location of material.

Operators can now scrap raw material from Job Tracking. There is now a dropdown to select whether the scrap is related to the raw material on the job or the item being made. Data entered here will pull through on the Job’s page and the material cost will use the unit value that is calculated when it is picked. 

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We’ve added two new tabs to the job cost reporting download for operations and materials. Additionally building on a recently released feature, there’s now a download button on the costs tab from an individual job’s page. These new tabs will only be available on jobs created since December. 

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You can now view purchase orders and items by the vendor that they are related to. Two new tabs have been added to the Vendor page. 

You can now view purchase orders and items by the vendor that they are related to. Two new tabs have been added to the Vendor page to make it easier to see a record of all POs issued to a vendor, as well as the items associated with that vendor.

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Now you can export data from the Purchasing Planning and Demand Planning grids within Fulcrum. This data can help you to review historical data for purchasing and demand, and even track trends over time! The permissions for data downloads can be found in Business Setup > Permissions.

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We’ve updated the design of our packlist to match the other documents that you generate within Fulcrum! This will give your documents a consistent look throughout the full Fulcrum experience.

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As a next step in our enhancement of the realtime notes feature, we’ve added a notification summary to the Jobs page. This will alert you to unread notifications for unread notes for jobs on the first page of the grid. 

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You can now add a new vendor when creating a purchase order! This will help you work more efficiently in adding new vendors when you need them. 

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Our integration with Acumatica can now support custom invoice and PO numbers!

Users will now be able to have permissions to edit only their own time management instead of only being able to edit all or nothing. This is broken up into either ability to edit all of your own time clocks or edit just your own job clocks. These permissions can be configured in Business Setup > Permissions.

The quotes and sales orders will now show a preview of file attachments - including 3D renderings! 

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